Files
accounted/components/extensions/general/ArcimMigrationWorkspace.tsx
T
Mattsson 2c2743eb79 Check/salary bankid api (#892)
* fix(bankid): harden login/signup flow — polling, signup rollback, metadata merge, enrichment lookup

- middleware: read BankID enrichment from the bankid_enrichment table (the
  extension_data path has been dead since the multi-tenant refactor), so
  company-less BankID users land on /select-company instead of the manual wizard
- BankIdAuth: hard 6-min poll deadline; every failed poll counts toward the
  give-up limit; guard overlapping ticks so completion runs exactly once
  (a double /complete regenerated the magic link and invalidated the first,
  failing logins intermittently); retry clicks wait out the start cooldown
  instead of silently no-oping; Swedish messages for 429/unknown start errors
- bankid/complete: all-or-nothing signup — delete the created user when the
  identity insert, app_metadata update, or magic-link generation fails, so a
  retry starts clean instead of hitting account_exists with an unusable account
- bankid/unlink: read-merge-write app_metadata so has_password survives unlink
  (BankID-only users could otherwise strand themselves with no login method)
- login: BankID "create account" CTA now links to /register instead of
  dismissing the notice; sv.json: fix missing å/ä/ö in settings_bankid strings

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* docs: move secondary guides into docs/, delete dead root files

Move DOCKER.md, SELF-HOSTING.md, WHITELABEL.md and extensions.md
(renamed EXTENSIONS.md) into a new docs/ folder and update all path
references (README, setup.sh, .dockerignore image rules, docker-publish
workflow comment, _example-branding, lib/branding/service.ts).

Delete two dead root files: customer.json (stray API-test payload) and
findings.md (point-in-time swarm audit export, criticals already filed).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Signed-off-by: Emil <emilmattsson14@gmail.com>

* fix(api): security & correctness hardening + withRouteContext MFA migration across API routes

Audit of ~100 app/api routes. Highlights:

Security
- agent/conversations: list leaked colleagues' titles + message previews
  (company-scoped RLS, no user filter) -> user-scoped
- calendar/feed PUT: raw body into .update() allowed feed_token fixation on a
  public unauthenticated URL -> strict schema, content toggles only
- bokslutsdispositioner: unbounded schablonintaktRate could inflate the
  IL 30 kap 25% periodiseringsfond cap base -> bounded
- agent profile/composer/onboarding: viewers could rewrite the agent profile
  while sibling /verify blocked them -> role-gated

Correctness
- account-totals / listAssets: unbounded queries silently truncated at 1000
  rows (under-counted money; skipped assets at year-end depreciation) ->
  fetchAllRows with stable order (+3 more pagination fixes)
- voucher-gaps: swallowed detect_voucher_gaps RPC errors (BFNAR gap view could
  show "no gaps" when the check never ran) -> surfaced
- 5 phantom-success writes (OK on zero matched rows) fixed
- assets K3 component-sum validated against stale acquisition_cost -> fixed
- invite silent email-send failure -> response carries email_sent;
  deadlines/calendar cast-then-check JSON crashes -> Zod

Convention
- ~44 legacy routes converted to withRouteContext (MFA); added Zod validation,
  corrected status codes, console.* -> lib/logger

Response shapes preserved for existing callers. ~110 new tests.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(bookkeeping): save a booking as a reusable template from Bokför direkt

Add a "Spara som mall" action to the manual booking dialog so users can
capture a kontering they just worked out as a booking template — right
where they figured out how something should be booked.

- derive amount-parameterised template lines from the concrete booking
  (settlement = the non-VAT leg nearest the total, 26xx = a VAT line with
  its rate snapped to the nearest standard rate, the rest = business
  ratios; line labels come from the loaded BAS chart)
- extract the shared TemplateForm out of BookingTemplatesPanel so the
  booking dialog reuses the same editor, live preview and convertibility
  hints instead of duplicating them
- save via the existing POST /api/settings/booking-templates endpoint

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(bokslut): render arsredovisning RR/BR at ÅRL post level — no kontonummer

Bolagsverket rejected a user's filed årsredovisning with "Balansräkning
och resultaträkning ska inte innehålla kontonummer": the PDF built every
statement row as per-account "1930 Företagskonto" lines while the iXBRL
filing path already aggregated to statutory posts, so the two artifacts
diverged.

The PDF statements now derive from the same K2 risbs mapping the iXBRL
document uses (mapTrialBalancesToK2), via a new statement-rows.ts that
emits post-level rows in uppställningsform order for both the K2 and K3
templates. Also fixed along the way:

- Jämförelseår column (ÅRL 3:5 §) — previous-year trial balances now load
  and render; the old PDF had no comparatives at all.
- mapping.warnings (unmapped accounts, RR ≠ 2099, obalans, reclass
  nudges) flow into ArsredovisningData.warnings so the wizard flags a
  non-fileable document before download.
- Flerårsöversikt current/previous year overridden with the mapper's
  strict-3000–3799 Nettoomsattning, mirroring build-input's
  duplicate-fact rule, so the FB table ties to the RR.
- FB eget kapital-table is post-level and drops obeskattade reserver
  (never eget kapital); K3 equity-changes statement uses real prior-year
  opening balances with derived utdelning/nyemission residuals that tie
  the roll-forward exactly to booked UB.
- build-input dedupes warnings now that the PDF path runs the same
  mapping.

Regression test asserts no RR/BR label ever contains a four-digit
account number again.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(reports): diagnose untransferred prior-year results behind balance-sheet differens

Prod incident (97 kr): a multi-year SIE migration lacked one year's
omforing av arets resultat; the residual corrupted every later derived
opening balance and Balansrakningen showed a bare "Differens: 97 kr"
with no explanation. Continuity checking cannot catch this failure mode
(prior-year UB and derived IB match per-account by construction) - the
invariant that actually breaks is per-year P&L = 0 for all non-latest
years.

- lib/reports/imbalance-diagnosis.ts: shared detector
  (findUntransferredResults + buildImbalanceDiagnosis)
- Balansrakning/Balansrapport attach imbalance_diagnosis when unbalanced,
  naming the exact culprit years; rendered in web views + PDF; MCP
  gnubok_get_balance_sheet inherits the field via spread
- SIE import: parse-time warning when a completed year's vouchers leave
  a P&L residual, plus a post-import DB walk surfacing culprits as
  warnings and structured details.untransferredResults; the Arcim
  migration workspace previously dropped result.warnings entirely and
  now renders them
- opening-balance/correct: pre-flight the company lock date and return
  409 OB_COMPANY_LOCK_DATE (retryable: false, lock date interpolated in
  the client message) instead of the retryable 500 that invited blind
  retries; catch-path maps a raced trigger rejection to the same code

Diagnosis runs only on unbalanced paths (zero cost when healthy) and
never fails the report or the import. No migration, nothing persisted.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix: production error remediation — FX rates, deadlines, log levels, correction relink

Batch of fixes for recurring Vercel runtime errors:

- Riksbanken FX rates: persistent read-through cache (exchange_rates
  table), one retry honoring Retry-After on 429/5xx, bounded ingest
  concurrency, and an honest fallback — most recent cached observation
  or null, never a hardcoded rate silently booked into amount_sek.
  Unrated transactions stay repairable via refresh-exchange-rate.
- Tax deadline regeneration inserts replacement rows before deleting
  the superseded set, so a failed insert no longer wipes a company's
  deadlines (the 23502 user_id regression did exactly that). Migration
  makes deadlines.user_id nullable for system-generated rows.
- Route wrappers + errorResponse log 4xx outcomes at warn so only
  genuine 5xx reach Vercel's runtime-error clustering; client-supplied
  /api/log telemetry demoted to warn as well.
- application/json documents (raw PSD2 responses archived per BFL)
  validate as parseable JSON with object/array root instead of always
  failing the magic-byte check.
- correctEntry surfaces document-relink failures to callers, and the
  BFL document-immutability trigger now allows relinking underlag from
  a reversed entry to its correction (migration + pg test).
- Middleware clears stale session cookies on /api requests too, using
  scope 'local' so cleanup doesn't re-trigger the failed token refresh.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(skatteverket): persist token health and stop retrying dead consents

Terminal auth errors (SESSION_EXPIRED, REFRESH_EXHAUSTED, MISSING_SCOPE,
TOKEN_CORRUPTED) mark the token row needs_reconsent with the error code
and timestamp — SKV per-flow refresh tokens live 65 minutes, so once
expired nothing recovers without a fresh BankID consent. The AGI
kvittens and skattekonto sync crons skip flagged connections instead of
failing every night, and the settings panel prompts for re-consent
proactively. A successful reconnect resets the row to active.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(banking): allocate distinct BAS ledger slots for PSD2 mirror accounts

A bank returning N same-currency accounts used to map them all onto the
currency default (1930/1932/1933/1934), tripping the UNIQUE
(company_id, ledger_account) constraint per-account — swallowed errors
left accounts silently unmirrored. allocatePsd2LedgerAccount now hands
out the currency default first, then free 1931–1959 sub-account slots,
skipping slots held by any existing row.

- Callback persists allocations to accounts_data so the picker pre-fills
  reality; reconnect reuses previously mirrored ledgers instead of
  re-deriving (a user remap to 1935 survives).
- Selection save resolves effective ledgers up front and rejects
  duplicates or cross-connection conflicts with a 400 instead of
  silently skipping the mirror.
- Bank error codes + psu_type are forwarded to the settings page for
  every OAuth error, keying the Handelsbanken corporate fullmakt
  guidance.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(agent): stage exact journal lines on categorization previews

Categorization previews only carried debit/credit accounts, the GROSS
amount, and separate VAT rows — read together that looks like an
unbalanced 'gross on cost account + VAT debit' entry, and it misled
both users and agents into rejecting correct proposals. The MCP
preview and the pending-operation PATCH now materialize the exact
lines the commit executor will post (net cost line, VAT line, gross
bank line, SEK) via buildTransactionEntryLines, and PATCH re-derives
them from the new mapping instead of spreading stale staged lines.
ApprovalCard and /pending render the verifikat lines, falling back to
the legacy summary only for operations staged before this fix.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(bookkeeping): prune unused imported accounts from the chart

SIE imports routinely bring in hundreds of accounts that were never
used and clutter the kontoplan. New account_usage_counts RPC (one
grouped query instead of a count per account) backs GET
/api/bookkeeping/accounts/usage, and POST /api/bookkeeping/accounts/prune
deletes zero-usage accounts — dry-run first, then an explicit account
list capped at 2000. Accounts with journal lines are skipped, never
deleted. The chart manager shows a usage column and a prune dialog
grouping custom accounts vs unused BAS-seeded ones.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(api): carry dimensions through v1 invoice and supplier-invoice surfaces

Credit-note creation now copies default_dimensions and per-line
dimensions from the original, so the reversing journal entry nets
against the same dimension cells instead of dropping them. List/detail
responses expose the dimension fields, and the OpenAPI spec snapshot
follows.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* perf: batch serial Supabase round-trips on hot dashboard paths

Every dashboard render pays the layout's query chain, so serialized
awaits are direct wall-clock: the layout, chat conversation, invoice
detail, supplier detail, select-company, and agent-onboarding pages now
run their independent lookups in parallel batches, and
getCompanyCapabilities folds its disabled-config read into the same
round-trip. JournalEntryList hydrates the saved fiscal-year scope
optimistically instead of serializing the first entries fetch behind
the fiscal-periods request. The supplier detail page filters invoices
server-side via a new supplier_id query param instead of fetching the
whole company ledger, and the invoice editor (with its framer-motion
dependency) lazy-loads so it stops shipping with the invoice list
bundle.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(salary): one-click runs, payslip delivery, payments settings, run cockpit

Salary P1 batch, driving the 20-click flow toward 3 clicks:

- One-click 'Starta lönekörning': POST /api/salary/runs accepts an
  empty body and resolves defaults server-side — period follows the
  latest non-corrected run, payment date from the new
  salary_pay_day setting, series from the per-source-type map. The
  separate /salary/runs/new page is gone.
- Run detail page rebuilt as a step-railed cockpit (progress rail,
  KPI cards, employee ledger, journal preview) on a deliberately
  wider canvas; components extracted to components/salary/run/.
- Payslip delivery: tokenized public payslip pages (/payslip/[token],
  backed by salary_payslip_links) plus per-employee email send with
  PDF — employees need no account, and the middleware exempts the
  route from auth redirects.
- Payments settings: salary pay day, default bank, and pain.001 vs
  Bankgirot Lön format with per-bank upload instructions and an LB
  sunset warning (banks retire LB during 2026).
- AGI panel: full submission status flows (stale drafts, signing
  links, kvittens polling, error reports); tax payment panel with
  skattekonto shortcut and mark-as-paid.
- Salary calendar bulk editing, employee benefits/tax-card polish,
  municipality tax-table lookup improvements.

messages/sv+en also carry the strings for the account-prune,
skatteverket-reconsent, and banking surfaces committed just before
this.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* chore: adopt Next 16 proxy.ts convention + repo housekeeping

- Rename middleware.ts to proxy.ts with the proxy() export (Next 16
  renamed the middleware convention; behavior unchanged).
- Exclude dev_docs/ from tsconfig so stray snippets in planning docs
  don't break the build type-check.
- Ratchet antipatterns-baseline down (raw-route-auth 165 → 119) to
  lock in the withRouteContext migration from 5cfd2b76.
- template-library uses roundOre() instead of inline rounding.
- database.md: drop account_balances from the key-tables list.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(bookkeeping): robust service-role detection in correction document relink

relink_documents_to_correction() keyed its service-role branch on auth.role(),
which reads the singular request.jwt.claim.role GUC that PostgREST v10+ and the
pg-real harness no longer populate. Genuine service-role callers (pending-ops
executor / MCP approve) landed in the auth gate and could not relink underlag.
Read the role from the request.jwt.claims JSON directly, mirroring the canonical
link_voucher_rpcs_tenant_guard convention. Validated on staging.

Also: harden the salary run page's error paths (res.json().catch) against
non-JSON error bodies, and roll back the pg-real service-role case in finally so
an aborted transaction cannot poison a pooled connection for the next test.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(documents): restore journal_entry_line_id link durability (BFL 7 kap)

Migration 20260704103000 rewrote enforce_document_journal_entry_immutability to
guard journal_entry_id but left journal_entry_line_id to the metadata trigger,
which exempts draft-linked docs -- and the entry-level trigger only fired on
UPDATE OF journal_entry_id, so a line-id-only UPDATE never invoked it at all.
That let a set journal_entry_line_id be cleared to NULL, breaking the "link
durable from first set" invariant (document-immutability.pg regression).

Widen the trigger to fire on journal_entry_line_id too and guard it with the
same uuid-durability rule as journal_entry_id (setting NULL -> uuid stays
allowed; clearing/re-pointing a set value is blocked, status-independent). The
correction-relink GUC path, which legitimately clears line_id when moving
underlag to the posted correction, stays exempt. Validated on staging.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

---------

Signed-off-by: Emil <emilmattsson14@gmail.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-05 03:05:09 +02:00

2371 lines
95 KiB
TypeScript

'use client'
import { useState, useCallback, useEffect } from 'react'
import { Card, CardContent, CardHeader, CardTitle, CardDescription } from '@/components/ui/card'
import { Badge } from '@/components/ui/badge'
import { Progress } from '@/components/ui/progress'
import { Button, buttonVariants } from '@/components/ui/button'
import { Input } from '@/components/ui/input'
import { Switch } from '@/components/ui/switch'
import { useToast } from '@/components/ui/use-toast'
import { cn } from '@/lib/utils'
import { ConfirmationDialog } from '@/components/ui/confirmation-dialog'
import Link from 'next/link'
import { FallbackPrompt } from '@/components/ui/fallback-prompt'
import { getBranding } from '@/lib/branding/service'
const branding = getBranding()
import {
ArrowLeft,
ArrowRight,
Loader2,
AlertCircle,
CheckCircle,
Building2,
Users,
Truck,
FileText,
Database,
ExternalLink,
Info,
RotateCcw,
RefreshCw,
AlertTriangle,
ChevronDown,
ChevronRight,
Calendar,
XCircle,
BookOpen,
} from 'lucide-react'
import type { WorkspaceComponentProps } from '@/lib/extensions/workspace-registry'
type ArcimProvider = 'fortnox' | 'visma' | 'briox' | 'bokio' | 'bjornlunden'
// `sieViaApi`: the provider serves its general ledger as SIE over the API:
// no manual SIE upload needed. Deliberately duplicated from
// extensions/general/arcim-migration/types.ts (core code must not import from
// @/extensions/: CI enforces it). Keep both lists in sync.
const ARCIM_PROVIDERS: { id: ArcimProvider; name: string; authType: 'oauth' | 'token'; sieViaApi: boolean }[] = [
{ id: 'fortnox', name: 'Fortnox', authType: 'oauth', sieViaApi: true },
{ id: 'visma', name: 'Visma', authType: 'oauth', sieViaApi: false },
{ id: 'bokio', name: 'Bokio', authType: 'token', sieViaApi: false },
{ id: 'bjornlunden', name: 'Björn Lundén', authType: 'token', sieViaApi: true },
{ id: 'briox', name: 'Briox', authType: 'token', sieViaApi: true },
]
/**
* Extract a human-readable message from an API error body. Routes answer in
* two shapes: legacy `{ error: 'text' }` and the structured envelope
* `{ error: { code, message } }`: naively rendering the latter shows
* "[object Object]".
*/
function apiErrorMessage(data: unknown, fallback: string): string {
const err = (data as { error?: unknown } | null)?.error
if (typeof err === 'string' && err) return err
if (err && typeof err === 'object') {
const message = (err as { message?: unknown }).message
if (typeof message === 'string' && message) return message
}
return fallback
}
/** Pull the structured error `code` from an envelope, if present. */
function apiErrorCode(data: unknown): string | null {
const err = (data as { error?: unknown } | null)?.error
if (err && typeof err === 'object') {
const code = (err as { code?: unknown }).code
if (typeof code === 'string' && code) return code
}
return null
}
interface SkipReasons {
duplicate?: number
inactive?: number
failed?: number
noMatch?: number
}
interface MigrationResults {
companyInfo?: { imported: boolean }
customers?: { total: number; imported: number; skipped: number; skipReasons?: SkipReasons }
suppliers?: { total: number; imported: number; skipped: number; skipReasons?: SkipReasons }
salesInvoices?: { total: number; imported: number; skipped: number; skipReasons?: SkipReasons }
supplierInvoices?: { total: number; imported: number; skipped: number; skipReasons?: SkipReasons }
}
import AccountMappingStep from '@/components/import/AccountMappingStep'
import type { AccountMapping, ImportResult, ParsedSIEFile } from '@/lib/import/types'
import type { BASAccount } from '@/types'
// ── Types ────────────────────────────────────────────────────────
type WizardStep = 'provider' | 'connect' | 'preview' | 'mapping' | 'options' | 'migrating' | 'result'
const STEPS: WizardStep[] = ['provider', 'connect', 'preview', 'mapping', 'options', 'migrating', 'result']
const STEP_LABELS: Record<WizardStep, string> = {
provider: 'Välj system',
connect: 'Anslut',
preview: 'Förhandsgranskning',
mapping: 'Kontomappning',
options: 'Alternativ',
migrating: 'Migrerar',
result: 'Resultat',
}
const MONTH_NAMES = [
'Januari', 'Februari', 'Mars', 'April', 'Maj', 'Juni',
'Juli', 'Augusti', 'September', 'Oktober', 'November', 'December',
]
interface MigrationOptions {
importCompanyInfo: boolean
importSIEData: boolean
importCustomers: boolean
importSuppliers: boolean
importSalesInvoices: boolean
importSupplierInvoices: boolean
voucherSeries: string
}
const DEFAULT_OPTIONS: MigrationOptions = {
importCompanyInfo: true,
importSIEData: true,
importCustomers: true,
importSuppliers: true,
importSalesInvoices: true,
importSupplierInvoices: true,
voucherSeries: 'B',
}
interface PreviewData {
consent: {
id: string
provider: ArcimProvider
status: number
companyName?: string
}
companyInfo: {
company_name: string | null
org_number: string | null
vat_number: string | null
fiscal_year_start_month: number
address_line1: string | null
postal_code: string | null
city: string | null
phone: string | null
email: string | null
} | null
sieAvailable: boolean
sieStats: {
accountCount: number
transactionCount: number
fiscalYears: number[]
} | null
hasSieData: boolean
}
interface SIEFileStatus {
fiscalYear: number
// Legacy field for older builds: read previousImport instead.
alreadyImported: boolean
importedAt: string | null
// New (period-based) detection. When present, this fiscal year already has a
// completed import in Accounted and a re-sync will replace it (cancelling the
// imported journal entries; user-created entries are untouched).
previousImport: {
importedAt: string | null
fiscalYearStart: string | null
fiscalYearEnd: string | null
} | null
}
interface SIEData {
parsed: ParsedSIEFile
mappings: AccountMapping[]
mappingStats: { total: number; mapped: number; unmapped: number }
rawContent: string[]
fileStatuses: SIEFileStatus[]
allImported: boolean
newFileCount: number
replacedFileCount?: number
// Fiscal years whose provider export failed. Importing the remaining years
// anyway leaves an IB/UB gap: the options step warns before proceeding.
failedYears?: { year: number; error: string }[]
basAccounts: BASAccount[]
}
// ── Provider selection step ──────────────────────────────────────
interface ConnectionStatus {
consents: {
id: string
provider: ArcimProvider
status: number
companyName?: string
createdAt?: string
}[]
sieImports: {
id: string
filename: string
status: string
accounts_count: number | null
transactions_count: number | null
company_name: string | null
fiscal_year_start: string | null
fiscal_year_end: string | null
imported_at: string | null
created_at: string
}[]
entityCounts: {
customers: number
suppliers: number
invoices: number
}
}
const COMING_SOON_PROVIDERS = new Set<ArcimProvider>([])
const PROVIDER_LOGOS: Record<ArcimProvider, string> = {
fortnox: '/logos/fortnox.svg',
visma: '/logos/visma.jpeg',
bokio: '/logos/bokio.png',
bjornlunden: '/logos/bjornlunden.png',
briox: '/logos/Briox_logo.png',
}
function ProviderStep({
onSelect,
onResync,
onDisconnect,
connectionStatus,
isLoadingStatus,
}: {
onSelect: (provider: ArcimProvider) => void
onResync: (provider: ArcimProvider, consentId: string) => void
onDisconnect: (consentId: string) => void
connectionStatus: ConnectionStatus | null
isLoadingStatus: boolean
}) {
const activeConsents = connectionStatus?.consents.filter(c => c.status === 1) ?? []
const hasSieImport = (connectionStatus?.sieImports.filter(i => i.status === 'completed').length ?? 0) > 0
const sieViaApi = (id: ArcimProvider) => ARCIM_PROVIDERS.find(p => p.id === id)?.sieViaApi === true
const allSieViaApi = activeConsents.length > 0 && activeConsents.every(c => sieViaApi(c.provider))
const showSieRequiredBanner = !isLoadingStatus && !hasSieImport && !allSieViaApi
return (
<div className="space-y-4">
{/* SIE-required banner (not relevant for Fortnox/Briox: they fetch SIE via API) */}
{showSieRequiredBanner && (
<div className="flex gap-3 rounded-lg border border-amber-500/30 bg-amber-500/5 p-4">
<AlertTriangle className="mt-0.5 h-5 w-5 shrink-0 text-amber-600 dark:text-amber-500" />
<div className="min-w-0 flex-1">
<p className="text-sm font-medium">SIE-import krävs först</p>
<p className="mt-0.5 text-xs text-muted-foreground">
Bokio och Visma hämtar endast kunder, leverantörer och fakturor via API:et. Bokföringsdata (kontoplan, verifikationer och balanser) måste importeras via SIE-fil först. Gäller inte Fortnox, Briox och Björn Lundén: där hämtar vi SIE direkt via API:et.
</p>
<Link
href="/import?mode=sie"
className={cn(buttonVariants({ variant: 'outline', size: 'sm' }), 'mt-3')}
>
<BookOpen className="mr-2 h-4 w-4" />
Ladda upp SIE-fil
<ExternalLink className="ml-2 h-3.5 w-3.5" />
</Link>
</div>
</div>
)}
{/* Existing connections */}
{activeConsents.length > 0 && (
<Card>
<CardHeader>
<CardTitle>Aktiva anslutningar</CardTitle>
<CardDescription>
Du har redan anslutna leverantörer. Synka igen för att hämta ny data.
</CardDescription>
</CardHeader>
<CardContent className="space-y-3">
{activeConsents.map((consent) => {
const providerInfo = ARCIM_PROVIDERS.find(p => p.id === consent.provider)
const completedImports = connectionStatus?.sieImports.filter(i => i.status === 'completed') ?? []
const lastImport = completedImports[0]
return (
<div
key={consent.id}
className="rounded-lg border border-border bg-card p-4"
>
<div className="flex items-start gap-3 sm:items-center sm:gap-4">
<img
src={PROVIDER_LOGOS[consent.provider]}
alt={providerInfo?.name ?? consent.provider}
className="h-10 w-10 shrink-0 rounded-lg object-contain"
/>
<div className="min-w-0 flex-1">
<div className="flex items-center gap-2">
<p className="font-medium">{providerInfo?.name ?? consent.provider}</p>
<Badge variant="success" className="gap-1">
<CheckCircle className="h-3 w-3" />
Ansluten
</Badge>
</div>
<div className="mt-0.5 space-y-0.5">
{consent.companyName && (
<p className="text-xs text-muted-foreground">{consent.companyName}</p>
)}
{lastImport ? (
<p className="text-xs text-muted-foreground">
Senaste import: {new Date(lastImport.imported_at ?? lastImport.created_at).toLocaleDateString('sv-SE')}
{lastImport.transactions_count != null && `, ${lastImport.transactions_count} verifikationer`}
</p>
) : (
<p className="text-xs text-muted-foreground">
Ansluten {consent.createdAt ? new Date(consent.createdAt).toLocaleDateString('sv-SE') : ''}
</p>
)}
{(connectionStatus?.entityCounts.customers ?? 0) > 0 && (
<p className="text-xs text-muted-foreground">
{connectionStatus?.entityCounts.customers} kunder, {connectionStatus?.entityCounts.suppliers} leverantörer, {connectionStatus?.entityCounts.invoices} fakturor
</p>
)}
</div>
</div>
<Button
variant="ghost"
size="sm"
className="hidden shrink-0 text-muted-foreground hover:text-destructive sm:inline-flex"
onClick={() => onDisconnect(consent.id)}
>
<XCircle className="h-3.5 w-3.5" />
</Button>
</div>
<div className="mt-3 flex items-center gap-2 sm:mt-0 sm:pl-[52px]">
<Button
variant="outline"
size="sm"
className="flex-1 sm:flex-none"
onClick={() => onResync(consent.provider, consent.id)}
>
<RotateCcw className="mr-1.5 h-3.5 w-3.5" />
Synka igen
</Button>
<Button
variant="ghost"
size="sm"
className="shrink-0 text-muted-foreground hover:text-destructive sm:hidden"
onClick={() => onDisconnect(consent.id)}
>
<XCircle className="h-3.5 w-3.5" />
</Button>
</div>
</div>
)
})}
</CardContent>
</Card>
)}
{/* Provider selection */}
<Card>
<CardHeader>
<CardTitle>{activeConsents.length > 0 ? 'Anslut ytterligare system' : 'Välj ditt nuvarande bokföringssystem'}</CardTitle>
<CardDescription>
Vi hämtar bokföringsdata via SIE och kunder, leverantörer och fakturor via API:et.
</CardDescription>
</CardHeader>
<CardContent>
{isLoadingStatus ? (
<div className="flex items-center justify-center py-8">
<Loader2 className="h-5 w-5 animate-spin text-muted-foreground" />
</div>
) : (
<div className="grid gap-3 sm:grid-cols-2">
{ARCIM_PROVIDERS.map((provider) => {
const comingSoon = COMING_SOON_PROVIDERS.has(provider.id)
const alreadyConnected = activeConsents.some(c => c.provider === provider.id)
// Providers without SIE-over-API only expose entity data
// (customers, suppliers, invoices): the ledger must arrive via
// SIE upload first. Gate the connection entry until a completed
// SIE import exists so users don't authenticate into a flow that
// can't import anything yet. The /migrate route enforces this
// server-side regardless; this is just the matching UX.
const needsSieFirst = !hasSieImport && !provider.sieViaApi
const isDisabled = comingSoon || alreadyConnected || needsSieFirst
return (
<button
key={provider.id}
disabled={isDisabled}
className={`relative flex items-center gap-4 rounded-lg border p-4 text-left transition-colors ${
isDisabled
? 'cursor-not-allowed border-border/50 opacity-60'
: 'border-border hover:border-primary/50 hover:bg-accent/50'
}`}
onClick={() => !isDisabled && onSelect(provider.id)}
>
<img
src={PROVIDER_LOGOS[provider.id]}
alt={provider.name}
className="h-10 w-10 shrink-0 rounded-lg object-contain"
/>
<div className="min-w-0 flex-1">
<div className="flex items-center gap-2">
<p className="font-medium">{provider.name}</p>
{comingSoon && (
<Badge variant="secondary">Kommer snart</Badge>
)}
{alreadyConnected && (
<Badge variant="success">Ansluten</Badge>
)}
{needsSieFirst && !comingSoon && !alreadyConnected && (
<Badge variant="warning">SIE krävs först</Badge>
)}
</div>
<p className="text-xs text-muted-foreground">
{alreadyConnected
? 'Använd "Synka igen" ovan'
: needsSieFirst
? 'Importera SIE-fil först'
: provider.authType === 'oauth'
? 'Anslut via inloggning'
: provider.id === 'bjornlunden'
? 'Anslut med företagsnyckel'
: 'Anslut med API-nyckel'}
</p>
</div>
</button>
)
})}
</div>
)}
</CardContent>
</Card>
</div>
)
}
// ── Connect step (OAuth redirect or token input) ────────────────
function ConnectStep({
provider,
authType,
isLoading,
error,
authUrl,
consentId,
onTokenSubmit,
onBack,
}: {
provider: ArcimProvider
authType: 'oauth' | 'token' | null
isLoading: boolean
error: string | null
authUrl: string | null
consentId: string | null
onTokenSubmit: (apiToken: string, companyId: string) => void
onBack: () => void
}) {
const providerName = ARCIM_PROVIDERS.find(p => p.id === provider)?.name ?? provider
const [apiToken, setApiToken] = useState('')
const [companyId, setCompanyId] = useState('')
// BL uses server-side client credentials: only needs company ID, no API key
const isClientCredentials = provider === 'bjornlunden'
const needsApiToken = !isClientCredentials
// Briox: the account ID is the `clientid` half of the token exchange
const needsCompanyId = provider === 'bokio' || provider === 'bjornlunden' || provider === 'briox'
const companyIdLabel = provider === 'briox'
? 'Konto-ID'
: provider === 'bjornlunden'
? 'Företagsnyckel (User-Key)'
: 'Företags-ID'
const tokenDescription = isClientCredentials
? `Ange din företagsnyckel (User-Key) från Björn Lundén. ${branding.appName.toLowerCase()} ansluter automatiskt via sin integrationspartner-åtkomst.`
: provider === 'briox'
? `Ange ditt konto-ID och din applikationstoken från Briox för att ge ${branding.appName.toLowerCase()} tillgång att läsa din bokföringsdata.`
: `Ange din API-nyckel från ${providerName} för att ge ${branding.appName.toLowerCase()} tillgång att läsa din bokföringsdata.`
const tokenHelpText = isClientCredentials
? `Företagsnyckeln (User-Key) är ett GUID som du hittar i Lundify under Integrationer → kugghjulet vid integrationen, eller i aktiveringsmejlet från Björn Lundén.`
: provider === 'bokio'
? `Du hittar din API-nyckel i ${providerName} under Inställningar \u2192 Integrationer \u2192 API. Ditt företags-ID är det GUID som syns i URL:en när du är inloggad, t.ex. https://app.bokio.se/ditt-företags-id/settings-r/private-integrations.`
: provider === 'briox'
? `Skapa din applikationstoken i Briox under Admin \u2192 Anv\u00e4ndare \u2192 kugghjulet vid din anv\u00e4ndare \u2192 Applikationstoken. Ditt konto-ID \u00e4r det l\u00e5nga numret inom parentes bredvid f\u00f6retagsnamnet under "Ditt konto" i menyn till h\u00f6ger.`
: `Du hittar din applikationstoken i ${providerName} under Administration \u2192 Integrationer.`
const canSubmit = isClientCredentials
? !!companyId
: !!(apiToken && (!needsCompanyId || companyId))
return (
<div className="space-y-4">
<Card>
<CardHeader>
<CardTitle>Anslut till {providerName}</CardTitle>
<CardDescription>
{authType === 'token'
? tokenDescription
: `Logga in i ${providerName} för att ge ${branding.appName.toLowerCase()} tillgång att läsa din bokföringsdata.`
}
</CardDescription>
</CardHeader>
<CardContent className="space-y-4">
{isLoading && (
<div className="flex items-center gap-3 text-muted-foreground">
<Loader2 className="h-5 w-5 animate-spin" />
<p>Förbereder anslutning...</p>
</div>
)}
{error && (
<>
<div className="flex gap-3 rounded-lg border border-destructive/20 bg-destructive/10 p-4">
<AlertCircle className="mt-0.5 h-5 w-5 shrink-0 text-destructive" />
<div>
<p className="font-medium text-destructive">Anslutning misslyckades</p>
<p className="text-sm text-muted-foreground">{error}</p>
{provider === 'fortnox' && (
<p className="mt-1 text-sm text-muted-foreground">
Obs: Fortnox kräver ett aktivt integrationstillägg (tillkostnadsbelagd tilläggstjänst) för att kunna använda integrationer. Kontrollera att detta är aktiverat i ditt Fortnox-konto.
</p>
)}
</div>
</div>
<FallbackPrompt
message="Du kan också importera din bokföringsdata manuellt via en SIE-fil."
linkHref="/import?mode=sie"
linkLabel="Ladda upp SIE-fil"
/>
</>
)}
{/* OAuth flow */}
{authType === 'oauth' && authUrl && !isLoading && (
<div className="space-y-4">
<p className="text-sm text-muted-foreground">
Klicka nedan för att logga in i {providerName}.
Fönstret stängs automatiskt när du är klar.
</p>
<Button
className="min-h-11"
onClick={() => {
const w = 600
const h = 700
const left = window.screenX + (window.outerWidth - w) / 2
const top = window.screenY + (window.outerHeight - h) / 2
window.open(authUrl, 'arcim-oauth', `width=${w},height=${h},left=${left},top=${top}`)
}}
>
Logga in i {providerName}
<ExternalLink className="ml-2 h-4 w-4" />
</Button>
</div>
)}
{/* Token-based flow */}
{authType === 'token' && consentId && !isLoading && (
<div className="space-y-4">
<p className="text-sm text-muted-foreground">
{tokenHelpText}
</p>
<div className="space-y-3">
{needsApiToken && (
<div>
<label htmlFor="apiToken" className="text-sm font-medium">
{provider === 'briox' ? 'Applikationstoken' : 'API-nyckel'}
</label>
<Input
id="apiToken"
name="apiToken_nocomplete"
type="password"
autoComplete="new-password"
placeholder={provider === 'briox' ? 'Klistra in din applikationstoken' : 'Klistra in din API-nyckel'}
value={apiToken}
onChange={(e) => setApiToken(e.target.value)}
/>
</div>
)}
{needsCompanyId && (
<div>
<label htmlFor="companyId" className="text-sm font-medium">
{companyIdLabel}
</label>
<Input
id="companyId"
name="companyId_nocomplete"
autoComplete="new-password"
placeholder={
isClientCredentials
? 'Företagsnyckel, t.ex. 1f0e2d3c-4b5a-...'
: provider === 'briox'
? 'Det långa numret inom parentes, t.ex. 35649125'
: 'GUID från URL:en, t.ex. 14ccad83-67f6-49bd-...'
}
value={companyId}
onChange={(e) => setCompanyId(e.target.value)}
/>
</div>
)}
<Button
className="min-h-11"
onClick={() => onTokenSubmit(apiToken, companyId)}
disabled={!canSubmit}
>
Anslut
<ArrowRight className="ml-2 h-4 w-4" />
</Button>
</div>
</div>
)}
</CardContent>
</Card>
<div className="flex">
<Button variant="outline" className="min-h-11" onClick={onBack}>
<ArrowLeft className="mr-2 h-4 w-4" />
Tillbaka
</Button>
</div>
</div>
)
}
// ── Preview step ────────────────────────────────────────────────
function PreviewStep({
preview,
isLoading,
error,
authExpired,
licenseMissing,
onReconnect,
onContinue,
onBack,
}: {
preview: PreviewData | null
isLoading: boolean
error: string | null
authExpired: boolean
licenseMissing: boolean
onReconnect: () => void
onContinue: () => void
onBack: () => void
}) {
const providerName = preview
? ARCIM_PROVIDERS.find(p => p.id === preview.consent.provider)?.name ?? preview.consent.provider
: ''
return (
<div className="space-y-4">
<Card>
<CardHeader>
<CardTitle>Anslutet till {providerName}</CardTitle>
</CardHeader>
<CardContent className="space-y-6">
{isLoading && (
<div className="flex items-center gap-3 text-muted-foreground">
<Loader2 className="h-5 w-5 animate-spin" />
<p>Hämtar bokföringsdata...</p>
</div>
)}
{error && (
<>
<div className="flex gap-3 rounded-lg border border-destructive/20 bg-destructive/10 p-4">
<AlertCircle className="mt-0.5 h-5 w-5 shrink-0 text-destructive" />
<div className="space-y-3">
<p className="text-sm text-muted-foreground">{error}</p>
{authExpired && (
<Button size="sm" className="min-h-9" onClick={onReconnect} disabled={isLoading}>
<RotateCcw className="mr-2 h-4 w-4" />
Återanslut {providerName}
</Button>
)}
</div>
</div>
{/* License-missing keeps the SIE fallback visible: re-auth loops
until the customer re-orders the Fortnox Integration license,
so a manual SIE import is the reliable escape hatch. */}
{(!authExpired || licenseMissing) && (
<FallbackPrompt
message="Du kan också importera din bokföringsdata manuellt via en SIE-fil."
linkHref="/import?mode=sie"
linkLabel="Ladda upp SIE-fil"
/>
)}
</>
)}
{/* SIE stats summary */}
{preview?.sieAvailable && preview.sieStats && (
<div className="flex gap-3 rounded-lg border border-primary/20 bg-primary/5 p-4">
<Database className="mt-0.5 h-5 w-5 shrink-0 text-primary" />
<div>
<p className="text-sm font-medium">
Hittade {preview.sieStats.accountCount} konton och {preview.sieStats.transactionCount} verifikationer
</p>
<p className="text-xs text-muted-foreground">
{preview.sieStats.fiscalYears.length === 1
? `Räkenskapsår ${preview.sieStats.fiscalYears[0]}`
: `${preview.sieStats.fiscalYears.length} räkenskapsår: ${preview.sieStats.fiscalYears.join(', ')}`
}
</p>
</div>
</div>
)}
{preview && !preview.sieAvailable && !isLoading && preview.hasSieData && (
<div className="flex gap-3 rounded-lg border border-emerald-500/20 bg-emerald-500/5 p-4">
<CheckCircle className="mt-0.5 h-5 w-5 shrink-0 text-emerald-500" />
<div>
<p className="text-sm font-medium">SIE-data redan importerad</p>
<p className="text-xs text-muted-foreground">
Bokföringsdata har redan importerats via SIE-fil. Du kan fortsätta med att importera kunder, leverantörer och fakturor.
</p>
</div>
</div>
)}
{preview && !preview.sieAvailable && !isLoading && !preview.hasSieData && (
<div className="flex gap-3 rounded-lg border border-destructive/20 bg-destructive/5 p-4">
<AlertCircle className="mt-0.5 h-5 w-5 shrink-0 text-destructive" />
<div>
<p className="text-sm font-medium text-destructive">SIE-import krävs</p>
<p className="text-xs text-muted-foreground">
Bokföringsdata (kontoplan, verifikationer och balanser) måste importeras via SIE-fil innan kunder, leverantörer och fakturor kan hämtas. Exportera en SIE-fil från {ARCIM_PROVIDERS.find(p => p.id === preview.consent.provider)?.name ?? 'ditt bokföringssystem'} och ladda upp den i {branding.appName.toLowerCase()}.
</p>
<Link
href="/import?mode=sie"
className={cn(buttonVariants({ variant: 'outline', size: 'sm' }), 'mt-3')}
>
<BookOpen className="mr-2 h-4 w-4" />
till SIE-importen
<ExternalLink className="ml-2 h-3.5 w-3.5" />
</Link>
</div>
</div>
)}
</CardContent>
</Card>
<div className="flex flex-col-reverse gap-3 sm:flex-row sm:justify-between">
<Button variant="outline" className="min-h-11" onClick={onBack}>
<ArrowLeft className="mr-2 h-4 w-4" />
Tillbaka
</Button>
<Button className="min-h-11" onClick={onContinue} disabled={isLoading || (!!preview && !preview.sieAvailable && !preview.hasSieData)}>
Fortsätt
<ArrowRight className="ml-2 h-4 w-4" />
</Button>
</div>
</div>
)
}
function InfoItem({ label, value }: { label: string; value: string | null }) {
return (
<div>
<p className="text-xs text-muted-foreground">{label}</p>
<p className="text-sm font-medium">{value || '-'}</p>
</div>
)
}
// ── Mapping step (wraps AccountMappingStep) ─────────────────────
function MappingStep({
sieData,
isLoading,
error,
errorDetails,
onMappingChange,
onContinue,
onBack,
}: {
sieData: SIEData | null
isLoading: boolean
error: string | null
errorDetails: string[] | null
onMappingChange: (sourceAccount: string, targetAccount: string, targetName: string) => void
onContinue: () => void
onBack: () => void
}) {
if (isLoading) {
return (
<Card>
<CardContent className="pt-6">
<div className="flex items-center gap-3 text-muted-foreground">
<Loader2 className="h-5 w-5 animate-spin" />
<p>Analyserar bokföringsdata och förbereder kontomappning...</p>
</div>
</CardContent>
</Card>
)
}
if (error) {
return (
<div className="space-y-4">
<Card>
<CardContent className="pt-6">
<div className="flex gap-3 rounded-lg border border-destructive/20 bg-destructive/10 p-4">
<AlertCircle className="mt-0.5 h-5 w-5 shrink-0 text-destructive" />
<div className="min-w-0">
<p className="font-medium text-destructive">Kunde inte ladda SIE-data</p>
<p className="text-sm text-muted-foreground">{error}</p>
{errorDetails && errorDetails.length > 0 && (
<ul className="mt-2 list-disc space-y-1 pl-4 text-sm text-muted-foreground">
{errorDetails.slice(0, 8).map((detail, i) => (
<li key={i} className="break-words">{detail}</li>
))}
{errorDetails.length > 8 && (
<li> och {errorDetails.length - 8} fel till</li>
)}
</ul>
)}
</div>
</div>
</CardContent>
</Card>
<FallbackPrompt
message="Om problemet kvarstår kan du importera din SIE-fil manuellt istället."
linkHref="/import?mode=sie"
linkLabel="Ladda upp SIE-fil"
/>
<Button variant="outline" className="min-h-11" onClick={onBack}>
<ArrowLeft className="mr-2 h-4 w-4" />
Tillbaka
</Button>
</div>
)
}
if (!sieData) return null
return (
<AccountMappingStep
mappings={sieData.mappings}
basAccounts={sieData.basAccounts}
onMappingChange={onMappingChange}
onContinue={onContinue}
onBack={onBack}
/>
)
}
// ── Options step ────────────────────────────────────────────────
function OptionsStep({
options,
sieAvailable,
sieData,
provider,
onChange,
onStart,
onBack,
}: {
options: MigrationOptions
sieAvailable: boolean
sieData: SIEData | null
provider: ArcimProvider | null
onChange: (options: MigrationOptions) => void
onStart: () => void
onBack: () => void
}) {
const [showConfirm, setShowConfirm] = useState(false)
const toggleOption = (key: keyof MigrationOptions) => {
onChange({ ...options, [key]: !options[key] })
}
const fileStatuses = sieData?.fileStatuses ?? []
const newFileCount = sieData?.newFileCount ?? 0
const replacedFileCount = fileStatuses.filter(fs => fs.previousImport).length
const yearsToReplace = fileStatuses
.filter(fs => fs.previousImport)
.map(fs => fs.fiscalYear)
const failedYears = sieData?.failedYears ?? []
const selectedItems: string[] = []
if (options.importCompanyInfo) selectedItems.push('Företagsinformation')
if (sieAvailable && options.importSIEData) selectedItems.push('Bokföringsdata (SIE)')
if (options.importCustomers) selectedItems.push('Kunder')
if (options.importSuppliers) selectedItems.push('Leverantörer')
if (options.importSalesInvoices) selectedItems.push('Kundfakturor')
if (options.importSupplierInvoices) selectedItems.push('Leverantörsfakturor')
return (
<div className="space-y-4">
<Card>
<CardHeader>
<CardTitle>Vad vill du importera?</CardTitle>
<CardDescription>
Bokföringsdata importeras via SIE-fil. Kunder, leverantörer och fakturor hämtas via API:et.
</CardDescription>
</CardHeader>
<CardContent className="space-y-3">
<OptionRow
icon={<Building2 className="h-4 w-4" />}
label="Företagsinformation"
description="Namn, organisationsnummer, adress"
checked={options.importCompanyInfo}
onChange={() => toggleOption('importCompanyInfo')}
/>
{sieAvailable && (
<>
{/* Years whose provider export failed: must be visible before
the user proceeds, otherwise an IB/UB gap slips through. */}
{failedYears.length > 0 && (
<div className="rounded-md border border-amber-500/30 bg-amber-50/50 p-3 dark:bg-amber-950/20">
<div className="flex items-start gap-2">
<AlertTriangle className="mt-0.5 h-4 w-4 shrink-0 text-amber-600" />
<div className="space-y-1">
<p className="text-sm font-medium">
{failedYears.length === 1
? `Räkenskapsår ${failedYears[0].year} kunde inte hämtas`
: `Räkenskapsår ${failedYears.map(f => f.year).join(', ')} kunde inte hämtas`}
</p>
<p className="text-xs text-muted-foreground">
Exporten från källsystemet misslyckades för{' '}
{failedYears.length === 1 ? 'det här räkenskapsåret' : 'dessa räkenskapsår'}.
Om du fortsätter importeras övriga år, men ingående och utgående balanser
kan sakna kontinuitet mellan åren. Försök igen senare eller ladda upp en
SIE-fil för {failedYears.length === 1 ? 'det saknade året' : 'de saknade åren'} manuellt.
</p>
</div>
</div>
</div>
)}
<OptionRow
icon={<Database className="h-4 w-4" />}
label="Bokföringsdata (SIE)"
description={
replacedFileCount > 0 && newFileCount > 0
? `${newFileCount} nya och ${replacedFileCount} uppdaterade räkenskapsår`
: replacedFileCount > 0
? `${replacedFileCount} räkenskapsår med uppdaterad data: tidigare import ersätts`
: newFileCount > 0
? `${newFileCount} ny(a) räkenskapsår att importera`
: 'Kontoplan, ingående balanser och verifikationer'
}
checked={options.importSIEData}
onChange={() => toggleOption('importSIEData')}
/>
{/* Per-file import status */}
{fileStatuses.length > 0 && (
<div className="ml-4 space-y-1.5">
{fileStatuses.map((fs) => (
<div key={fs.fiscalYear} className="flex items-center gap-2 text-xs">
{fs.previousImport ? (
<>
<RefreshCw className="h-3.5 w-3.5 text-amber-500" />
<span className="text-muted-foreground">
Räkenskapsår {fs.fiscalYear}: ersätter tidigare import
{fs.previousImport.importedAt
? ` från ${new Date(fs.previousImport.importedAt).toLocaleDateString('sv-SE')}`
: ''}
</span>
</>
) : (
<>
<Calendar className="h-3.5 w-3.5 text-primary" />
<span className="font-medium">Räkenskapsår {fs.fiscalYear}: ny data att importera</span>
</>
)}
</div>
))}
</div>
)}
{options.importSIEData && (
<div className="flex items-center gap-3 rounded-lg border border-border p-3 ml-4">
<div className="text-muted-foreground">
<FileText className="h-4 w-4" />
</div>
<div className="flex-1">
<p className="text-sm font-medium">Verifikationsserie</p>
<p className="text-xs text-muted-foreground">Serie för importerade verifikationer</p>
</div>
<Input
className="w-16 text-center"
value={options.voucherSeries}
onChange={(e) => onChange({ ...options, voucherSeries: e.target.value.toUpperCase() || 'B' })}
maxLength={2}
/>
</div>
)}
</>
)}
<OptionRow
icon={<Users className="h-4 w-4" />}
label="Kunder"
description="Kund-register med kontaktuppgifter"
checked={options.importCustomers}
onChange={() => toggleOption('importCustomers')}
/>
<OptionRow
icon={<Truck className="h-4 w-4" />}
label="Leverantörer"
description="Leverantör-register med bankuppgifter"
checked={options.importSuppliers}
onChange={() => toggleOption('importSuppliers')}
/>
<OptionRow
icon={<FileText className="h-4 w-4" />}
label="Kundfakturor"
description="Alla kundfakturor (betalda och obetalda)"
checked={options.importSalesInvoices}
onChange={() => toggleOption('importSalesInvoices')}
/>
<OptionRow
icon={<FileText className="h-4 w-4" />}
label="Leverantörsfakturor"
description={provider === 'fortnox'
? 'Endast obetalda leverantörsfakturor hämtas. Historiska betalda fakturor finns kvar i Fortnox.'
: 'Alla leverantörsfakturor (betalda och obetalda)'}
checked={options.importSupplierInvoices}
onChange={() => toggleOption('importSupplierInvoices')}
/>
</CardContent>
</Card>
<div className="flex flex-col-reverse gap-3 sm:flex-row sm:justify-between">
<Button variant="outline" className="min-h-11" onClick={onBack}>
<ArrowLeft className="mr-2 h-4 w-4" />
Tillbaka
</Button>
<Button className="min-h-11" onClick={() => setShowConfirm(true)} disabled={selectedItems.length === 0}>
Starta migrering
<ArrowRight className="ml-2 h-4 w-4" />
</Button>
</div>
<ConfirmationDialog
open={showConfirm}
onOpenChange={setShowConfirm}
onConfirm={() => {
setShowConfirm(false)
onStart()
}}
isSubmitting={false}
title="Starta migrering"
warningText={`Bokföringsdata, kunder, leverantörer och fakturor importeras till ${branding.appName.toLowerCase()}. Se till att ingen annan import pågår.`}
confirmLabel="Starta migrering"
>
<div className="space-y-3">
<div className="space-y-2">
<p className="text-sm font-medium">Följande importeras:</p>
<ul className="space-y-1">
{selectedItems.map((item) => (
<li key={item} className="flex items-center gap-2 text-sm text-muted-foreground">
<CheckCircle className="h-3.5 w-3.5 text-primary" />
{item}
</li>
))}
</ul>
</div>
{options.importSIEData && yearsToReplace.length > 0 && (
<div className="rounded-md border border-amber-500/30 bg-amber-50/50 p-3 dark:bg-amber-950/20">
<div className="flex items-start gap-2">
<RefreshCw className="mt-0.5 h-4 w-4 shrink-0 text-amber-600" />
<div className="space-y-1">
<p className="text-sm font-medium">
{yearsToReplace.length === 1
? `Räkenskapsår ${yearsToReplace[0]} ersätts`
: `Räkenskapsår ${yearsToReplace.join(', ')} ersätts`}
</p>
<p className="text-xs text-muted-foreground">
Tidigare importerade verifikationer markeras som annullerade och ersätts av
uppdaterad data från källsystemet. Verifikationer som du själv skapat i {branding.appName.toLowerCase()}
(kategoriserade banktransaktioner, fakturor m.m.) påverkas inte.
</p>
</div>
</div>
</div>
)}
</div>
</ConfirmationDialog>
</div>
)
}
function OptionRow({
icon,
label,
description,
checked,
onChange,
disabled,
}: {
icon: React.ReactNode
label: string
description: string
checked: boolean
onChange: () => void
disabled?: boolean
}) {
return (
<div
className={cn(
'flex items-center gap-3 rounded-lg border border-border p-3 transition-colors',
disabled ? 'opacity-60 cursor-not-allowed' : 'cursor-pointer hover:bg-accent/50'
)}
onClick={() => !disabled && onChange()}
>
<div className="text-muted-foreground">{icon}</div>
<div className="flex-1">
<p className="text-sm font-medium">{label}</p>
<p className="text-xs text-muted-foreground">{description}</p>
</div>
<Switch
checked={checked}
onCheckedChange={() => !disabled && onChange()}
disabled={disabled}
onClick={(e) => e.stopPropagation()}
/>
</div>
)
}
// ── Migrating step (progress) ───────────────────────────────────
function MigratingStep({ currentStep, progress }: { currentStep: string; progress: number }) {
return (
<Card>
<CardHeader>
<CardTitle>Migrering pågår</CardTitle>
<CardDescription>
Vänta medan vi hämtar och importerar din bokföringsdata. Det kan ta några minuter.
</CardDescription>
</CardHeader>
<CardContent className="space-y-4">
<div className="space-y-1">
<div className="flex justify-end">
<span className="text-xs text-muted-foreground">{progress}%</span>
</div>
<Progress value={progress} className="h-3" />
</div>
<div className="flex items-center gap-3 text-muted-foreground">
<Loader2 className="h-5 w-5 animate-spin" />
<p className="text-sm">{currentStep}</p>
</div>
</CardContent>
</Card>
)
}
// ── Result step ─────────────────────────────────────────────────
/** Format a fiscal year label from ISO dates, e.g. "2024-01-01" → "2024" or "2024/2025" */
function formatFiscalYearLabel(start: string, end: string): string {
const startYear = start.slice(0, 4)
const endYear = end.slice(0, 4)
return startYear === endYear ? startYear : `${startYear}/${endYear}`
}
/** Determine the overall status icon and color for a single FY import */
function getFYStatus(r: ImportResult): { icon: 'success' | 'warning' | 'error'; label: string } {
if (r.errors.length > 0 && r.journalEntriesCreated === 0) {
return { icon: 'error', label: 'Misslyckades' }
}
if (r.errors.length > 0 || (r.details?.skippedVouchers && r.details.skippedVouchers.total > 0)) {
return { icon: 'warning', label: 'Delvis importerad' }
}
if (r.details?.untransferredResults && r.details.untransferredResults.length > 0) {
return { icon: 'warning', label: 'Importerad med varning' }
}
return { icon: 'success', label: 'Importerad' }
}
const StatusIcon = ({ status }: { status: 'success' | 'warning' | 'error' }) => {
if (status === 'error') return <XCircle className="h-4 w-4 text-destructive" />
if (status === 'warning') return <AlertTriangle className="h-4 w-4 text-amber-500" />
return <CheckCircle className="h-4 w-4 text-green-600" />
}
/** Expandable per-fiscal-year detail card */
function FiscalYearResult({ result, index }: { result: ImportResult; index: number }) {
const [expanded, setExpanded] = useState(false)
const status = getFYStatus(result)
const d = result.details
const fyLabel = d?.fiscalYear
? formatFiscalYearLabel(d.fiscalYear.start, d.fiscalYear.end)
: `Räkenskapsår ${index + 1}`
return (
<div className="rounded-lg border border-border">
{/* Header: always visible */}
<button
type="button"
onClick={() => setExpanded(!expanded)}
className="flex w-full items-center gap-3 p-4 text-left transition-colors hover:bg-accent/50"
>
<StatusIcon status={status.icon} />
<div className="flex-1 min-w-0">
<div className="flex items-baseline gap-2">
<span className="font-medium">{fyLabel}</span>
<span className={`text-sm ${
status.icon === 'error' ? 'text-destructive' :
status.icon === 'warning' ? 'text-amber-600' :
'text-muted-foreground'
}`}>
{status.label}
</span>
</div>
<p className="text-sm text-muted-foreground tabular-nums">
{result.journalEntriesCreated.toLocaleString('sv-SE')} verifikationer importerade
{d?.skippedVouchers && d.skippedVouchers.total > 0 && (
<span className="text-amber-600">
{' · '}{d.skippedVouchers.total} hoppade över
</span>
)}
{result.replacedPriorImport && result.replacedPriorImport.deletedEntries > 0 && (
<span>
{' · '}ersatte {result.replacedPriorImport.deletedEntries.toLocaleString('sv-SE')} tidigare importerade verifikationer
</span>
)}
</p>
</div>
{expanded
? <ChevronDown className="h-4 w-4 shrink-0 text-muted-foreground" />
: <ChevronRight className="h-4 w-4 shrink-0 text-muted-foreground" />
}
</button>
{/* Expanded details */}
{expanded && (
<div className="border-t border-border px-4 pb-4 pt-3 space-y-3">
{/* Errors: shown prominently */}
{result.errors.length > 0 && (
<div className="rounded-md border border-destructive/20 bg-destructive/5 p-3">
<div className="flex items-start gap-2">
<AlertCircle className="mt-0.5 h-4 w-4 shrink-0 text-destructive" />
<div className="space-y-1.5">
<p className="text-sm font-medium text-destructive">
{result.errors.length === 1 ? '1 fel vid import' : `${result.errors.length} fel vid import`}
</p>
{result.errors.map((e, i) => (
<p key={i} className="text-sm text-muted-foreground">{e}</p>
))}
</div>
</div>
</div>
)}
{/* Opening balance adjustment */}
{d?.openingBalance && (
<div className="rounded-md border border-border bg-muted/30 p-3">
<div className="flex items-start gap-2">
<BookOpen className="mt-0.5 h-4 w-4 shrink-0 text-muted-foreground" />
<div>
<p className="text-sm font-medium">Ingående balanser justerade</p>
<p className="text-sm text-muted-foreground">
{d.openingBalance.explanation === 'unallocated_result' && (
<>
Differens <span className="tabular-nums font-medium">{Math.abs(d.openingBalance.imbalance).toLocaleString('sv-SE', { minimumFractionDigits: 2 })} SEK</span> bokförd
konto {d.openingBalance.bookedToAccount}. Detta beror troligen att föregående
års resultat inte allokerats till eget kapital i källsystemet, vanligt vid byte
av bokföringsprogram.
</>
)}
{d.openingBalance.explanation === 'excluded_accounts' && (
<>
Exkluderade systemkonton (t.ex. Fortnox 0099) hade ingående saldon. Differensen
(<span className="tabular-nums font-medium">{Math.abs(d.openingBalance.imbalance).toLocaleString('sv-SE', { minimumFractionDigits: 2 })} SEK</span>)
bokförd konto {d.openingBalance.bookedToAccount}.
</>
)}
{d.openingBalance.explanation === 'rounding' && (
<>
Avrundningsdifferens (<span className="tabular-nums font-medium">{Math.abs(d.openingBalance.imbalance).toLocaleString('sv-SE', { minimumFractionDigits: 2 })} SEK</span>)
bokförd konto {d.openingBalance.bookedToAccount}.
</>
)}
{!d.openingBalance.explanation && (
<>
Differens <span className="tabular-nums font-medium">{Math.abs(d.openingBalance.imbalance).toLocaleString('sv-SE', { minimumFractionDigits: 2 })} SEK</span> bokförd
konto {d.openingBalance.bookedToAccount}.
</>
)}
</p>
</div>
</div>
</div>
)}
{/* Skipped vouchers breakdown */}
{d?.skippedVouchers && d.skippedVouchers.total > 0 && (
<div className="rounded-md border border-amber-200 bg-amber-50/50 p-3 dark:border-amber-900/30 dark:bg-amber-950/20">
<div className="flex items-start gap-2">
<AlertTriangle className="mt-0.5 h-4 w-4 shrink-0 text-amber-500" />
<div>
<p className="text-sm font-medium text-amber-700 dark:text-amber-400">
{d.skippedVouchers.total} verifikationer hoppades över
</p>
<p className="mt-1 text-sm text-muted-foreground">
Ofullständiga verifikationer i källsystemet som inte kan importeras.
Saldon har justerats automatiskt via omföringsverifikation.
</p>
<div className="mt-2 grid grid-cols-2 gap-x-6 gap-y-1 text-sm text-muted-foreground tabular-nums">
{d.skippedVouchers.unbalanced > 0 && (
<div className="flex justify-between">
<span>Obalanserade</span>
<span className="font-medium">{d.skippedVouchers.unbalanced}</span>
</div>
)}
{d.skippedVouchers.unmapped > 0 && (
<div className="flex justify-between">
<span>Ej mappade konton</span>
<span className="font-medium">{d.skippedVouchers.unmapped}</span>
</div>
)}
{d.skippedVouchers.singleLine > 0 && (
<div className="flex justify-between">
<span>Enradsverifikationer</span>
<span className="font-medium">{d.skippedVouchers.singleLine}</span>
</div>
)}
{d.skippedVouchers.empty > 0 && (
<div className="flex justify-between">
<span>Tomma</span>
<span className="font-medium">{d.skippedVouchers.empty}</span>
</div>
)}
</div>
</div>
</div>
</div>
)}
{/* Migration adjustment info */}
{d?.migrationAdjustment?.created && (
<div className="rounded-md border border-border bg-muted/30 p-3">
<div className="flex items-start gap-2">
<Info className="mt-0.5 h-4 w-4 shrink-0 text-muted-foreground" />
<div>
<p className="text-sm font-medium">Omföringsverifikation skapad</p>
<p className="text-sm text-muted-foreground">
{d.migrationAdjustment.accountsAdjusted} konton justerade för att saldon ska matcha
källsystemet. Verifikationen kompenserar för hoppade verifikationer att dina
balansräkning och resultaträkning stämmer.
</p>
</div>
</div>
</div>
)}
{/* Untransferred prior-year results — omföring av årets resultat saknas */}
{d?.untransferredResults && d.untransferredResults.length > 0 && (
<div className="rounded-md border border-amber-200 bg-amber-50/50 p-3 dark:border-amber-900/30 dark:bg-amber-950/20">
<div className="flex items-start gap-2">
<AlertTriangle className="mt-0.5 h-4 w-4 shrink-0 text-amber-500" />
<div>
<p className="text-sm font-medium text-amber-700 dark:text-amber-400">
Årets resultat är inte omfört till eget kapital
</p>
<p className="mt-1 text-sm text-muted-foreground">
Följande räkenskapsår saknar omföring av årets resultat. Senare års
balansräkning visar en differens beloppet tills omföringen bokförs
(konto 8999 mot eget kapital, t.ex. 2099) i respektive år.
</p>
<div className="mt-2 space-y-1 text-sm text-muted-foreground tabular-nums">
{d.untransferredResults.map((u) => (
<div key={u.fiscal_period_id} className="flex justify-between gap-6">
<span>{u.period_name}</span>
<span className="font-medium">
{u.pl_net.toLocaleString('sv-SE', { minimumFractionDigits: 2 })} SEK
</span>
</div>
))}
</div>
</div>
</div>
</div>
)}
{/* Remaining warnings — previously dropped entirely in this flow.
Strings covered by structured cards above are filtered out. */}
{(() => {
const remainingWarnings = result.warnings.filter(
(w) =>
!(d?.skippedVouchers && d.skippedVouchers.total > 0 && w.includes('hoppades över')) &&
!(d?.untransferredResults && d.untransferredResults.length > 0 && w.includes('förts om till eget kapital'))
)
if (remainingWarnings.length === 0) return null
return (
<div className="rounded-md border border-amber-200 bg-amber-50/50 p-3 dark:border-amber-900/30 dark:bg-amber-950/20">
<div className="flex items-start gap-2">
<AlertTriangle className="mt-0.5 h-4 w-4 shrink-0 text-amber-500" />
<div className="space-y-1.5">
<p className="text-sm font-medium text-amber-700 dark:text-amber-400">
{remainingWarnings.length === 1 ? '1 varning' : `${remainingWarnings.length} varningar`}
</p>
{remainingWarnings.map((w, i) => (
<p key={i} className="text-sm text-muted-foreground">{w}</p>
))}
</div>
</div>
</div>
)
})()}
{/* Retry info (only shown if retries happened) */}
{d && d.retriedBatches > 0 && (
<p className="text-xs text-muted-foreground">
{d.retriedBatches} {d.retriedBatches === 1 ? 'batch' : 'batcher'} behövde omförsök
{d.failedBatches > 0 && (
<span className="text-destructive">
{' · '}{d.failedBatches} misslyckades trots omförsök
</span>
)}
</p>
)}
</div>
)}
</div>
)
}
function ResultStep({
results,
sieResults,
error,
onDone,
onRetry,
}: {
results: MigrationResults | null
sieResults: ImportResult[]
error: string | null
onDone: () => void
onRetry: () => void
}) {
if (error) {
return (
<div className="space-y-4">
<Card>
<CardContent className="pt-6">
<div className="flex gap-3 rounded-lg border border-destructive/20 bg-destructive/10 p-4">
<AlertCircle className="mt-0.5 h-5 w-5 shrink-0 text-destructive" />
<div>
<p className="text-base font-medium text-destructive">Migreringen misslyckades</p>
<p className="mt-1 whitespace-pre-line text-sm text-muted-foreground">{error}</p>
</div>
</div>
</CardContent>
</Card>
<FallbackPrompt
message="Du kan istället importera din bokföringsdata manuellt via en SIE-fil."
linkHref="/import?mode=sie"
linkLabel="Ladda upp SIE-fil"
/>
<div className="flex flex-col-reverse gap-3 sm:flex-row sm:justify-between">
<Button variant="outline" className="min-h-11" onClick={onDone}>Klar</Button>
<Button className="min-h-11" onClick={onRetry}>
<RotateCcw className="mr-2 h-4 w-4" />
Försök igen
</Button>
</div>
</div>
)
}
const hasResults = results || sieResults.length > 0
if (!hasResults) return null
// Compute combined SIE stats
const totalJournalEntries = sieResults.reduce((sum, r) => sum + r.journalEntriesCreated, 0)
const totalErrors = sieResults.reduce((sum, r) => sum + r.errors.length, 0)
const totalSkipped = sieResults.reduce((sum, r) => (r.details?.skippedVouchers?.total || 0) + sum, 0)
const allSieSucceeded = sieResults.length > 0 && sieResults.every(r => r.success)
const anySieFailed = sieResults.some(r => r.errors.length > 0 && r.journalEntriesCreated === 0)
// Check if anything meaningful was imported via entities
// Company info is always re-fetched (upsert) so it doesn't count as "new"
const entityImported = results && (
(results.customers && (results.customers.imported > 0 || results.customers.skipped > 0)) ||
(results.suppliers && (results.suppliers.imported > 0 || results.suppliers.skipped > 0)) ||
(results.salesInvoices && (results.salesInvoices.imported > 0 || results.salesInvoices.skipped > 0)) ||
(results.supplierInvoices && (results.supplierInvoices.imported > 0 || results.supplierInvoices.skipped > 0))
)
const nothingNew = sieResults.length === 0 && !entityImported
// Overall status
const overallIcon = anySieFailed ? 'error' as const :
(!allSieSucceeded || totalErrors > 0) ? 'warning' as const : 'success' as const
return (
<div className="space-y-4">
{/* ── Header card with overall summary ── */}
<Card>
<CardHeader>
<CardTitle className="flex items-center gap-2">
<StatusIcon status={nothingNew ? 'success' : overallIcon} />
{nothingNew ? 'Allt är uppdaterat' :
anySieFailed ? 'Migrering delvis genomförd' :
!allSieSucceeded ? 'Migrering klar med anmärkningar' :
'Migrering klar'}
</CardTitle>
<CardDescription className="text-sm">
{nothingNew ? (
'Det finns ingen ny data att importera från leverantören.'
) : totalJournalEntries > 0 ? (
<>
<span className="tabular-nums font-medium text-foreground">
{totalJournalEntries.toLocaleString('sv-SE')}
</span>
{' verifikationer importerade'}
{sieResults.length > 1 && ` över ${sieResults.length} räkenskapsår`}
{totalSkipped > 0 && (
<span className="text-amber-600">
{' · '}{totalSkipped} hoppade över
</span>
)}
</>
) : null}
</CardDescription>
</CardHeader>
</Card>
{/* ── Per-fiscal-year SIE breakdown ── */}
{sieResults.length > 0 && (
<div className="space-y-2">
<h3 className="flex items-center gap-2 text-sm font-medium text-muted-foreground">
<Database className="h-4 w-4" />
Bokföringsdata (SIE)
</h3>
<div className="space-y-2">
{sieResults.map((r, i) => (
<FiscalYearResult key={i} result={r} index={i} />
))}
</div>
</div>
)}
{/* ── API import results (company info, customers, etc.) ── */}
{results && (() => {
const hasCompanyInfo = results.companyInfo?.imported
const hasCustomers = results.customers && (results.customers.imported > 0 || results.customers.skipped > 0)
const hasSuppliers = results.suppliers && (results.suppliers.imported > 0 || results.suppliers.skipped > 0)
const hasSalesInvoices = results.salesInvoices && (results.salesInvoices.imported > 0 || results.salesInvoices.skipped > 0)
const hasSupplierInvoices = results.supplierInvoices && (results.supplierInvoices.imported > 0 || results.supplierInvoices.skipped > 0)
const hasAnything = hasCompanyInfo || hasCustomers || hasSuppliers || hasSalesInvoices || hasSupplierInvoices
if (!hasAnything) return null
return (
<div className="space-y-2">
<h3 className="flex items-center gap-2 text-sm font-medium text-muted-foreground">
<FileText className="h-4 w-4" />
Övriga data
</h3>
<div className="grid gap-2 sm:grid-cols-2">
{hasCompanyInfo && (
<EntityResultRow
icon={<Building2 className="h-4 w-4" />}
label="Företagsinformation"
status="success"
statusText="Importerad"
/>
)}
{hasCustomers && (
<EntityResultRow
icon={<Users className="h-4 w-4" />}
label="Kunder"
status="success"
statusText={`${results.customers!.imported} importerade`}
detail={results.customers!.skipped > 0 ? formatSkipReasons(results.customers!.skipReasons, 'customer') ?? `${results.customers!.skipped} hoppades över` : undefined}
/>
)}
{hasSuppliers && (
<EntityResultRow
icon={<Truck className="h-4 w-4" />}
label="Leverantörer"
status="success"
statusText={`${results.suppliers!.imported} importerade`}
detail={results.suppliers!.skipped > 0 ? formatSkipReasons(results.suppliers!.skipReasons, 'supplier') ?? `${results.suppliers!.skipped} hoppades över` : undefined}
/>
)}
{hasSalesInvoices && (
<EntityResultRow
icon={<FileText className="h-4 w-4" />}
label="Kundfakturor"
status="success"
statusText={`${results.salesInvoices!.imported} importerade`}
detail={results.salesInvoices!.skipped > 0 ? formatSkipReasons(results.salesInvoices!.skipReasons, 'invoice') ?? `${results.salesInvoices!.skipped} hoppades över` : undefined}
/>
)}
{hasSupplierInvoices && (
<EntityResultRow
icon={<FileText className="h-4 w-4" />}
label="Leverantörsfakturor"
status="success"
statusText={`${results.supplierInvoices!.imported} importerade`}
detail={results.supplierInvoices!.skipped > 0 ? formatSkipReasons(results.supplierInvoices!.skipReasons, 'invoice') ?? `${results.supplierInvoices!.skipped} hoppades över` : undefined}
/>
)}
</div>
</div>
)
})()}
{/* ── Next steps ── */}
<Card className="bg-muted/50">
<CardHeader>
<CardTitle className="text-base">Nästa steg</CardTitle>
</CardHeader>
<CardContent className="space-y-4">
<div className="flex items-start gap-3">
<div className="flex h-6 w-6 shrink-0 items-center justify-center rounded-full bg-primary text-sm font-medium text-primary-foreground">
1
</div>
<div>
<p className="font-medium">Granska importerade verifikationer</p>
<p className="text-sm text-muted-foreground">Kontrollera att bokföringen ser korrekt ut i huvudboken</p>
</div>
</div>
<div className="flex items-start gap-3">
<div className="flex h-6 w-6 shrink-0 items-center justify-center rounded-full bg-primary text-sm font-medium text-primary-foreground">
2
</div>
<div>
<p className="font-medium">Stäm av balansräkningen</p>
<p className="text-sm text-muted-foreground">Jämför ingående balanser och saldon mot ditt tidigare system</p>
</div>
</div>
<div className="flex items-start gap-3">
<div className="flex h-6 w-6 shrink-0 items-center justify-center rounded-full bg-primary text-sm font-medium text-primary-foreground">
3
</div>
<div>
<p className="font-medium">Kontrollera kunder och leverantörer</p>
<p className="text-sm text-muted-foreground">Verifiera kontaktuppgifter, organisationsnummer och bankinfo</p>
</div>
</div>
</CardContent>
</Card>
<div className="flex flex-col-reverse gap-3 sm:flex-row sm:justify-between">
<Button variant="outline" className="min-h-11" onClick={onDone}>
<RotateCcw className="mr-2 h-4 w-4" />
Ny migrering
</Button>
<div className="flex flex-col gap-2 sm:flex-row">
<Button variant="outline" className="min-h-11" asChild>
<Link href="/customers">
Visa kunder
<ExternalLink className="ml-2 h-4 w-4" />
</Link>
</Button>
<Button className="min-h-11" asChild>
<Link href="/bookkeeping">
Visa bokföring
<ExternalLink className="ml-2 h-4 w-4" />
</Link>
</Button>
</div>
</div>
</div>
)
}
function formatSkipReasons(reasons?: SkipReasons, entityType?: 'customer' | 'supplier' | 'invoice'): string | undefined {
if (!reasons) return undefined
const parts: string[] = []
if (reasons.duplicate) parts.push(`${reasons.duplicate} fanns redan`)
if (reasons.inactive) parts.push(`${reasons.inactive} inaktiv${reasons.inactive > 1 ? 'a' : ''}`)
if (reasons.noMatch) {
const matchLabel = entityType === 'invoice' ? 'utan matchning' : 'utan matchning'
parts.push(`${reasons.noMatch} ${matchLabel}`)
}
if (reasons.failed) parts.push(`${reasons.failed} misslyckades`)
return parts.length > 0 ? parts.join(', ') : undefined
}
/** Simple row for non-SIE entity results (customers, invoices, etc.) */
function EntityResultRow({
icon,
label,
status,
statusText,
detail,
}: {
icon: React.ReactNode
label: string
status: 'success' | 'skipped'
statusText: string
detail?: string
}) {
return (
<div className="flex items-center gap-3 rounded-lg border border-border p-3">
<div className="text-muted-foreground">{icon}</div>
<div className="flex-1 min-w-0">
<p className="text-sm font-medium">{label}</p>
<p className="text-sm text-muted-foreground">{statusText}</p>
{detail && <p className="text-sm text-muted-foreground/70">{detail}</p>}
</div>
<StatusIcon status={status === 'success' ? 'success' : 'warning'} />
</div>
)
}
// ── Main wizard ─────────────────────────────────────────────────
export default function ArcimMigrationWorkspace(_props: WorkspaceComponentProps) {
const { toast } = useToast()
const [step, setStep] = useState<WizardStep>('provider')
const [isLoading, setIsLoading] = useState(false)
const [isLoadingStatus, setIsLoadingStatus] = useState(true)
const [error, setError] = useState<string | null>(null)
// Per-item details behind `error`: e.g. the SIE validation errors from
// /sie-data, which would otherwise be swallowed (the envelope's `error`
// field is just the string "validation").
const [errorDetails, setErrorDetails] = useState<string[] | null>(null)
// Connection status (existing connections + import history)
const [connectionStatus, setConnectionStatus] = useState<ConnectionStatus | null>(null)
// Connection state
const [selectedProvider, setSelectedProvider] = useState<ArcimProvider | null>(null)
const [consentId, setConsentId] = useState<string | null>(null)
const [authUrl, setAuthUrl] = useState<string | null>(null)
const [authType, setAuthType] = useState<'oauth' | 'token' | null>(null)
// Preview state
const [preview, setPreview] = useState<PreviewData | null>(null)
// Set when a preview/sync fails because the provider connection expired
// (dead refresh token → PROVIDER_AUTH_EXPIRED). Drives the "Återanslut"
// affordance so the user can re-authorize in place instead of disconnecting.
const [authExpired, setAuthExpired] = useState(false)
// Set when the failure is specifically a missing/inactive Fortnox integration
// license (PROVIDER_LICENSE_MISSING). Re-auth alone can't fix it, so the SIE
// fallback stays available alongside the "Återanslut" CTA.
const [licenseMissing, setLicenseMissing] = useState(false)
// SIE data state (held between mapping and execution steps)
const [sieData, setSieData] = useState<SIEData | null>(null)
// Options state
const [migrationOptions, setMigrationOptions] = useState<MigrationOptions>(DEFAULT_OPTIONS)
// Migration state
const [migrationStep, setMigrationStep] = useState('')
const [migrationProgress, setMigrationProgress] = useState(0)
const [migrationResults, setMigrationResults] = useState<MigrationResults | null>(null)
const [sieImportResults, setSieImportResults] = useState<ImportResult[]>([])
// Wizard progress: only user-interactive steps
const userSteps = STEPS.filter(s => {
if (s === 'migrating' || s === 'result') return false
if (s === 'mapping' && !preview?.sieAvailable) return false
return true
})
const currentUserStepIndex = userSteps.indexOf(step)
const isInteractiveStep = currentUserStepIndex !== -1
const progressPercent = isInteractiveStep
? ((currentUserStepIndex + 1) / userSteps.length) * 100
: 100
// ── Fetch connection status on mount ───────────────────────────
const fetchStatus = useCallback(async () => {
try {
setIsLoadingStatus(true)
const res = await fetch('/api/extensions/ext/arcim-migration/status')
if (res.ok) {
const data = await res.json()
setConnectionStatus(data)
}
} catch {
// Non-critical: just means we can't show existing connections
} finally {
setIsLoadingStatus(false)
}
}, [])
useEffect(() => {
fetchStatus()
// eslint-disable-next-line react-hooks/exhaustive-deps
}, [])
// ── Step handlers ──────────────────────────────────────────────
const loadPreview = useCallback(async (cId: string) => {
setStep('preview')
setIsLoading(true)
setError(null)
setAuthExpired(false)
setLicenseMissing(false)
setConsentId(cId)
try {
const res = await fetch(`/api/extensions/ext/arcim-migration/preview?consentId=${cId}`)
if (!res.ok) {
const data = await res.json().catch(() => ({}))
// A dead connection (expired/revoked refresh token) is recoverable in
// place: flag it so the UI offers "Återanslut" instead of a dead end.
// A missing Fortnox integration license shows the same CTA but keeps the
// SIE fallback, because re-auth loops until the license is re-ordered.
const code = apiErrorCode(data)
if (code === 'PROVIDER_AUTH_EXPIRED' || code === 'PROVIDER_LICENSE_MISSING') {
setAuthExpired(true)
}
if (code === 'PROVIDER_LICENSE_MISSING') {
setLicenseMissing(true)
}
throw new Error(apiErrorMessage(data, `HTTP ${res.status}`))
}
const data = await res.json()
setPreview(data)
// If SIE is not available, disable SIE import by default
if (!data.sieAvailable) {
setMigrationOptions(prev => ({ ...prev, importSIEData: false }))
}
} catch (err) {
setError(err instanceof Error ? err.message : 'Kunde inte hämta förhandsgranskning')
} finally {
setIsLoading(false)
}
}, [])
const handleSelectProvider = useCallback(async (provider: ArcimProvider) => {
setSelectedProvider(provider)
setStep('connect')
setIsLoading(true)
setError(null)
try {
const res = await fetch('/api/extensions/ext/arcim-migration/connect', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ provider }),
})
if (!res.ok) {
const data = await res.json().catch(() => ({}))
throw new Error(apiErrorMessage(data, `HTTP ${res.status}`))
}
const data = await res.json()
setConsentId(data.consentId)
setAuthType(data.authType)
if (data.alreadyConnected) {
// Existing connection: skip auth, go straight to preview
await loadPreview(data.consentId)
return
}
if (data.authType === 'oauth' && data.authUrl) {
setAuthUrl(data.authUrl)
}
// Token-based providers stay on connect step for credential input
} catch (err) {
setError(err instanceof Error ? err.message : 'Anslutning misslyckades')
} finally {
setIsLoading(false)
}
}, [loadPreview])
// Re-sync with existing consent: go straight to preview
const handleResync = useCallback(async (provider: ArcimProvider, existingConsentId: string) => {
setSelectedProvider(provider)
setConsentId(existingConsentId)
setMigrationOptions(DEFAULT_OPTIONS)
setMigrationResults(null)
setSieImportResults([])
setSieData(null)
await loadPreview(existingConsentId)
}, [loadPreview])
// Re-authorize a dead connection in place. Re-runs provider auth against the
// SAME consent so fresh tokens overwrite the expired pair: no disconnect.
// OAuth providers open the login popup (the existing postMessage listener
// reloads the preview on success); token providers drop to the credential
// form. Triggered from the "Återanslut" CTA after a sync hits
// PROVIDER_AUTH_EXPIRED.
const handleReconnect = useCallback(async (provider: ArcimProvider, existingConsentId: string) => {
setError(null)
setAuthExpired(false)
setLicenseMissing(false)
setIsLoading(true)
setSelectedProvider(provider)
try {
const res = await fetch('/api/extensions/ext/arcim-migration/connect', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ provider, reconnect: true }),
})
if (!res.ok) {
const data = await res.json().catch(() => ({}))
throw new Error(apiErrorMessage(data, `HTTP ${res.status}`))
}
const data = await res.json()
setConsentId(data.consentId ?? existingConsentId)
setAuthType(data.authType)
if (data.authType === 'oauth' && data.authUrl) {
// Open immediately: this runs inside the button's click handler, so
// the popup is a trusted user gesture and won't be blocked.
const w = 600
const h = 700
const left = window.screenX + (window.outerWidth - w) / 2
const top = window.screenY + (window.outerHeight - h) / 2
window.open(data.authUrl, 'arcim-oauth', `width=${w},height=${h},left=${left},top=${top}`)
setAuthUrl(data.authUrl)
} else if (data.authType === 'token') {
// Re-enter credentials for token-based providers
setStep('connect')
}
} catch (err) {
setError(err instanceof Error ? err.message : 'Kunde inte återansluta')
setAuthExpired(true)
} finally {
setIsLoading(false)
}
}, [])
// Disconnect an existing consent
const handleDisconnect = useCallback(async (consentIdToDelete: string) => {
try {
const res = await fetch('/api/extensions/ext/arcim-migration/disconnect', {
method: 'DELETE',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ consentId: consentIdToDelete }),
})
if (!res.ok) {
const data = await res.json().catch(() => ({}))
throw new Error(apiErrorMessage(data, 'Kunde inte koppla från'))
}
toast({ title: 'Frånkopplad', description: 'Anslutningen har tagits bort.' })
await fetchStatus()
} catch (err) {
toast({ title: err instanceof Error ? err.message : 'Något gick fel', variant: 'destructive' })
}
}, [toast, fetchStatus])
// Handle token submission for token-based providers (Bokio, etc.)
const handleTokenSubmit = useCallback(async (apiToken: string, companyId: string) => {
if (!consentId || !selectedProvider) return
setIsLoading(true)
setError(null)
try {
const res = await fetch('/api/extensions/ext/arcim-migration/submit-token', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({
consentId,
provider: selectedProvider,
apiToken,
companyId: companyId || undefined,
}),
})
if (!res.ok) {
const data = await res.json().catch(() => ({}))
throw new Error(apiErrorMessage(data, `HTTP ${res.status}`))
}
// Token stored: consent is now accepted, proceed to preview
await loadPreview(consentId)
} catch (err) {
setError(err instanceof Error ? err.message : 'Kunde inte ansluta')
} finally {
setIsLoading(false)
}
}, [consentId, selectedProvider, loadPreview])
// Handle OAuth callback via URL params
const handleOAuthReturn = useCallback(async () => {
// Check URL for migration callback params
const url = new URL(window.location.href)
const migrationStatus = url.searchParams.get('migration')
const callbackConsentId = url.searchParams.get('consentId')
if (migrationStatus === 'connected' && callbackConsentId) {
// Clean URL
url.searchParams.delete('migration')
url.searchParams.delete('consentId')
window.history.replaceState({}, '', url.pathname)
await loadPreview(callbackConsentId)
} else if (migrationStatus === 'error') {
const callbackProvider = url.searchParams.get('provider') as ArcimProvider | null
const reason = url.searchParams.get('reason') || 'OAuth-anslutningen misslyckades. Försök igen.'
url.searchParams.delete('migration')
url.searchParams.delete('provider')
url.searchParams.delete('reason')
window.history.replaceState({}, '', url.pathname)
setError(reason)
toast({ title: 'Anslutning misslyckades', description: reason, variant: 'destructive' })
if (callbackProvider) {
setSelectedProvider(callbackProvider)
setStep('connect')
} else {
setStep('provider')
}
}
}, [loadPreview, toast])
// Check for OAuth callback on mount (fallback for non-popup flow)
useEffect(() => {
handleOAuthReturn()
// eslint-disable-next-line react-hooks/exhaustive-deps
}, [])
// Listen for postMessage from OAuth popup
useEffect(() => {
function handleMessage(event: MessageEvent) {
if (event.origin !== window.location.origin) return
if (event.data?.type === 'arcim-oauth-success' && event.data.consentId) {
loadPreview(event.data.consentId)
} else if (event.data?.type === 'arcim-oauth-error') {
const reason = typeof event.data.reason === 'string' && event.data.reason
? event.data.reason
: 'OAuth-anslutningen misslyckades. Försök igen.'
setError(reason)
toast({ title: 'Anslutning misslyckades', description: reason, variant: 'destructive' })
}
}
window.addEventListener('message', handleMessage)
return () => window.removeEventListener('message', handleMessage)
}, [loadPreview, toast])
// Load SIE data when entering mapping step
const loadSIEData = useCallback(async () => {
if (!consentId) return
setStep('mapping')
setIsLoading(true)
setError(null)
setErrorDetails(null)
try {
const res = await fetch(`/api/extensions/ext/arcim-migration/sie-data?consentId=${consentId}`)
if (!res.ok) {
const data = await res.json().catch(() => ({})) as {
error?: unknown
validation?: { errors?: unknown }
}
const validationErrors = data?.error === 'validation' ? data.validation?.errors : undefined
if (Array.isArray(validationErrors)) {
setErrorDetails(validationErrors.filter((e): e is string => typeof e === 'string'))
throw new Error(
'Bokföringsdatan hos leverantören klarade inte valideringen. Felen nedan måste rättas i källsystemet innan importen kan fortsätta.'
)
}
throw new Error(apiErrorMessage(data, `HTTP ${res.status}`))
}
const data = await res.json()
setSieData(data)
// If all SIE files are already imported, disable SIE import by default
if (data.allImported) {
setMigrationOptions(prev => ({ ...prev, importSIEData: false }))
}
// Auto-skip mapping step if all accounts are mapped or all files already imported
if (data.mappingStats.unmapped === 0 || data.allImported) {
setStep('options')
}
} catch (err) {
setError(err instanceof Error ? err.message : 'Kunde inte hämta SIE-data')
} finally {
setIsLoading(false)
}
}, [consentId])
const handlePreviewContinue = useCallback(() => {
if (preview?.sieAvailable) {
// Load SIE data for mapping step
loadSIEData()
} else {
// Skip mapping step: no SIE available
setStep('options')
}
}, [preview, loadSIEData])
const handleMappingChange = useCallback((sourceAccount: string, targetAccount: string, targetName: string) => {
if (!sieData) return
const updatedMappings = sieData.mappings.map(m =>
m.sourceAccount === sourceAccount
? { ...m, targetAccount, targetName, isOverride: true, matchType: 'manual' as const, confidence: 1 }
: m
)
setSieData(prev => prev ? {
...prev,
mappings: updatedMappings,
mappingStats: {
...prev.mappingStats,
unmapped: updatedMappings.filter(m => !m.targetAccount).length,
mapped: updatedMappings.filter(m => m.targetAccount).length,
},
} : null)
}, [sieData])
const handleStartMigration = useCallback(async () => {
if (!consentId) return
setStep('migrating')
setMigrationStep('Startar migrering...')
setMigrationProgress(5)
setError(null)
try {
// ── Phase 1: SIE import ──────────────────────────────────
if (migrationOptions.importSIEData && sieData && sieData.rawContent.length > 0) {
setMigrationStep('Importerar bokföringsdata (SIE)...')
setMigrationProgress(10)
setSieImportResults([])
// Send every file to the engine. The Fortnox endpoint runs in
// replace-mode, so a year that already has a completed import
// gets its prior import marked 'replaced' (imported entries
// deleted, user-created entries untouched) before the new
// SIE is loaded. The per-file result reports replacedPriorImport.
const filesToImport = sieData.rawContent.map((content, i) => ({
content,
status: sieData.fileStatuses?.[i],
}))
for (let i = 0; i < filesToImport.length; i++) {
const progress = 10 + Math.round((i / filesToImport.length) * 40)
setMigrationProgress(progress)
setMigrationStep(`Importerar bokföringsdata (SIE): fil ${i + 1} av ${filesToImport.length}...`)
const res = await fetch('/api/extensions/ext/arcim-migration/import-sie', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({
rawContent: filesToImport[i].content,
mappings: sieData.mappings,
options: {
createFiscalPeriod: true,
importOpeningBalances: true,
importTransactions: true,
voucherSeries: migrationOptions.voucherSeries,
},
}),
})
if (!res.ok) {
const data = await res.json().catch(() => ({}))
throw new Error(apiErrorMessage(data, `SIE import HTTP ${res.status}`))
}
const result = await res.json() as ImportResult
setSieImportResults(prev => [...prev, result])
// The endpoint returns HTTP 200 with success:false when the import
// itself failed (e.g. räkenskapsår mismatch). Stop here: continuing
// to /migrate would hit its SIE-guard, whose "SIE måste importeras
// först" message masks the real error.
if (!result.success) {
throw new Error(result.errors.length > 0
? result.errors.join('\n')
: 'SIE-importen misslyckades utan felmeddelande.')
}
}
}
// ── Phase 2: API import (customers, suppliers, invoices) ──
const hasApiImport = migrationOptions.importCompanyInfo ||
migrationOptions.importCustomers ||
migrationOptions.importSuppliers ||
migrationOptions.importSalesInvoices ||
migrationOptions.importSupplierInvoices
if (hasApiImport) {
setMigrationStep('Importerar kunder, leverantörer och fakturor...')
setMigrationProgress(55)
const res = await fetch('/api/extensions/ext/arcim-migration/migrate', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({
consentId,
importCompanyInfo: migrationOptions.importCompanyInfo,
importCustomers: migrationOptions.importCustomers,
importSuppliers: migrationOptions.importSuppliers,
importSalesInvoices: migrationOptions.importSalesInvoices,
importSupplierInvoices: migrationOptions.importSupplierInvoices,
}),
})
if (!res.ok) {
const data = await res.json().catch(() => ({}))
throw new Error(apiErrorMessage(data, `HTTP ${res.status}`))
}
const data = await res.json()
setMigrationResults(data.results)
}
// Mark consent as fully accepted now that import is complete
if (consentId) {
await fetch('/api/extensions/ext/arcim-migration/accept', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ consentId }),
}).catch(() => { /* best-effort */ })
}
setMigrationProgress(100)
setStep('result')
toast({
title: 'Migrering klar',
description: 'Din bokföringsdata har importerats.',
})
} catch (err) {
const msg = err instanceof Error ? err.message : 'Migrering misslyckades'
setError(msg)
setStep('result')
}
}, [consentId, migrationOptions, sieData, toast])
const handleDone = useCallback(() => {
// Reset wizard
setStep('provider')
setSelectedProvider(null)
setConsentId(null)
setAuthUrl(null)
setAuthType(null)
setPreview(null)
setSieData(null)
setMigrationOptions(DEFAULT_OPTIONS)
setMigrationResults(null)
setSieImportResults([])
setError(null)
// Refresh status so provider step shows updated import history
fetchStatus()
}, [fetchStatus])
// ── Render ─────────────────────────────────────────────────────
return (
<div className="space-y-6">
{/* Progress bar: only during interactive steps */}
{step !== 'provider' && isInteractiveStep && (
<Card>
<CardContent className="pt-6">
<div className="space-y-2">
<div className="flex justify-between text-sm">
<span className="sm:hidden text-primary font-medium">
Steg {currentUserStepIndex + 1}/{userSteps.length}: {STEP_LABELS[step]}
</span>
{userSteps.map((s) => (
<span
key={s}
className={cn(
'hidden sm:inline',
userSteps.indexOf(s) <= currentUserStepIndex ? 'font-medium text-primary' : 'text-muted-foreground'
)}
>
{STEP_LABELS[s]}
</span>
))}
</div>
<Progress value={progressPercent} className="h-2" />
</div>
</CardContent>
</Card>
)}
{/* Step content */}
{step === 'provider' && (
<ProviderStep
onSelect={handleSelectProvider}
onResync={handleResync}
onDisconnect={handleDisconnect}
connectionStatus={connectionStatus}
isLoadingStatus={isLoadingStatus}
/>
)}
{step === 'connect' && selectedProvider && (
<ConnectStep
provider={selectedProvider}
authType={authType}
isLoading={isLoading}
error={error}
authUrl={authUrl}
consentId={consentId}
onTokenSubmit={handleTokenSubmit}
onBack={() => {
setStep('provider')
setError(null)
}}
/>
)}
{step === 'preview' && (
<PreviewStep
preview={preview}
isLoading={isLoading}
error={error}
authExpired={authExpired}
licenseMissing={licenseMissing}
onReconnect={() => {
if (selectedProvider && consentId) handleReconnect(selectedProvider, consentId)
}}
onContinue={handlePreviewContinue}
onBack={() => setStep('provider')}
/>
)}
{step === 'mapping' && (
<MappingStep
sieData={sieData}
isLoading={isLoading}
error={error}
errorDetails={errorDetails}
onMappingChange={handleMappingChange}
onContinue={() => setStep('options')}
onBack={() => setStep('preview')}
/>
)}
{step === 'options' && (
<OptionsStep
options={migrationOptions}
sieAvailable={preview?.sieAvailable ?? false}
sieData={sieData}
provider={preview?.consent.provider ?? null}
onChange={setMigrationOptions}
onStart={handleStartMigration}
onBack={() => preview?.sieAvailable ? setStep('mapping') : setStep('preview')}
/>
)}
{step === 'migrating' && (
<MigratingStep currentStep={migrationStep} progress={migrationProgress} />
)}
{step === 'result' && (
<ResultStep
results={migrationResults}
sieResults={sieImportResults}
error={error}
onDone={handleDone}
onRetry={() => {
setError(null)
setStep('options')
}}
/>
)}
</div>
)
}