Files
accounted/components/import/BankFileUploadStep.tsx
T
Mattsson c6c86cded4 Mcp/template data feedback (#617)
* fix(booking-templates): scope template list to the active company

GET /api/settings/booking-templates relied solely on the btl_select RLS
policy, which is membership-wide (user_company_ids) and returns templates
from every company the user belongs to. A user who owns multiple companies
saw all their templates merged regardless of which company was active.

Narrow the list in the API layer (mirroring counterparty-templates) to
system + the active company + the active company's team. RLS stays the
security backstop; this fixes the cross-company merge within a single
user's own view (it was never a cross-tenant data leak).

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

* fix(import): show proper message for duplicate bank file upload

The bank file import page mis-parsed the structured error envelope
({ error: { code, message, details } }), so a BANK_FILE_DUPLICATE
(409) fell through to the generic "Kunde inte läsa filen" fallback.
The upload step also hardcoded that same string as the error heading,
so duplicates were doubly misreported as parse failures.

- Parse the structured envelope by error.code; surface error.message
  for all codes instead of rendering the error object.
- Add a dedicated BANK_FILE_DUPLICATE message using the importedAt /
  importedCount details the route already returns.
- Add an optional errorTitle prop to BankFileUploadStep (defaults to
  the previous text) and pass "Filen är redan importerad" for dupes.

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

* feat(tests): add comprehensive tests for recordateEntry, inbox-linking, and external-id handling

- Implemented unit tests for recordateEntry in the bookkeeping module to validate various scenarios including date changes, non-posted entries, and fiscal period restrictions.
- Created tests for inbox-linking status in pending operations to ensure correct handling of invoice inbox items and supplier invoices, addressing historical bugs related to status updates.
- Added tests for external-id utilities to ensure consistent handling of monetary amounts and deduplication keys across different transaction sources.
- Introduced new functions in external-id.ts for stable external ID generation and normalization of imported descriptions, enhancing transaction deduplication reliability.

feat(migrations): add new database migrations for transaction handling

- Created migration to exclude storno and correction vouchers from unmatched GL lines, ensuring accurate reconciliation.
- Added a migration to preserve original bank transaction descriptions in a new immutable column, allowing for user edits while maintaining audit trails and deduplication integrity.

* feat(migrations): add function to exclude storno/correction vouchers from unmatched GL lines

* feat(transactions): enhance transaction handling with improved description normalization and preloaded original entries

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-01 14:45:49 +02:00

281 lines
10 KiB
TypeScript

'use client'
import { useState, useCallback } from 'react'
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card'
import { Badge } from '@/components/ui/badge'
import { Progress } from '@/components/ui/progress'
import {
Select,
SelectContent,
SelectItem,
SelectTrigger,
SelectValue,
} from '@/components/ui/select'
import {
Upload,
FileText,
AlertCircle,
CheckCircle,
Building2,
HelpCircle,
} from 'lucide-react'
import type { BankFileFormatId } from '@/lib/import/bank-file/types'
const FORMAT_NAMES: Record<string, string> = {
nordea: 'Nordea',
nordea_business: 'Nordea Företag',
seb: 'SEB',
swedbank: 'Swedbank',
handelsbanken: 'Handelsbanken',
lansforsakringar: 'Länsförsäkringar',
ica_banken: 'ICA Banken',
skandia: 'Skandia',
lunar: 'Lunar',
northmill: 'Northmill',
generic_csv: 'CSV (manuell mappning)',
camt053: 'ISO 20022 camt.053',
}
interface BankFileUploadStepProps {
onFileSelect: (file: File, formatOverride?: BankFileFormatId) => void
isLoading: boolean
error: string | null
errorTitle?: string | null
detectedFormat?: string | null
detectedFormatName?: string | null
}
export default function BankFileUploadStep({
onFileSelect,
isLoading,
error,
errorTitle,
detectedFormat,
detectedFormatName,
}: BankFileUploadStepProps) {
const [isDragging, setIsDragging] = useState(false)
const [selectedFile, setSelectedFile] = useState<File | null>(null)
const [formatOverride, setFormatOverride] = useState<BankFileFormatId | undefined>(undefined)
const acceptedExtensions = '.csv,.txt,.xml'
const handleDragOver = useCallback((e: React.DragEvent) => {
e.preventDefault()
setIsDragging(true)
}, [])
const handleDragLeave = useCallback((e: React.DragEvent) => {
e.preventDefault()
setIsDragging(false)
}, [])
const handleDrop = useCallback((e: React.DragEvent) => {
e.preventDefault()
setIsDragging(false)
const files = e.dataTransfer.files
if (files.length > 0) {
const file = files[0]
const ext = file.name.toLowerCase()
if (ext.endsWith('.csv') || ext.endsWith('.txt') || ext.endsWith('.xml')) {
setSelectedFile(file)
onFileSelect(file, formatOverride)
}
}
}, [onFileSelect, formatOverride])
const handleFileInput = useCallback((e: React.ChangeEvent<HTMLInputElement>) => {
const files = e.target.files
if (files && files.length > 0) {
setSelectedFile(files[0])
onFileSelect(files[0], formatOverride)
}
}, [onFileSelect, formatOverride])
const handleFormatChange = (value: string) => {
const format = value === 'auto' ? undefined : value as BankFileFormatId
setFormatOverride(format)
if (selectedFile) {
onFileSelect(selectedFile, format)
}
}
return (
<div className="space-y-6">
<Card>
<CardHeader>
<CardTitle className="flex items-center gap-2">
<Upload className="h-5 w-5" />
Ladda upp kontoutdrag
</CardTitle>
<CardDescription>
Exportera transaktioner som CSV eller XML från din internetbank och ladda upp filen.
</CardDescription>
</CardHeader>
<CardContent className="space-y-4">
{/* Format override */}
<div className="flex flex-col gap-2 sm:flex-row sm:items-center sm:gap-3">
<label className="text-sm font-medium whitespace-nowrap">Bank/format:</label>
<Select
value={formatOverride || 'auto'}
onValueChange={handleFormatChange}
>
<SelectTrigger className="w-full sm:w-64">
<SelectValue placeholder="Automatisk identifiering" />
</SelectTrigger>
<SelectContent>
<SelectItem value="auto">Automatisk identifiering</SelectItem>
<SelectItem value="nordea">Nordea</SelectItem>
<SelectItem value="nordea_business">Nordea Företag</SelectItem>
<SelectItem value="seb">SEB</SelectItem>
<SelectItem value="swedbank">Swedbank</SelectItem>
<SelectItem value="handelsbanken">Handelsbanken</SelectItem>
<SelectItem value="lansforsakringar">Länsförsäkringar</SelectItem>
<SelectItem value="ica_banken">ICA Banken</SelectItem>
<SelectItem value="skandia">Skandia</SelectItem>
<SelectItem value="lunar">Lunar</SelectItem>
<SelectItem value="northmill">Northmill</SelectItem>
<SelectItem value="camt053">ISO 20022 camt.053 (XML)</SelectItem>
<SelectItem value="generic_csv">Annan CSV (manuell mappning)</SelectItem>
</SelectContent>
</Select>
</div>
{/* Drop zone */}
<div
className={`
relative border-2 border-dashed rounded-lg p-8 text-center transition-colors
${isDragging ? 'border-primary bg-primary/5' : 'border-muted-foreground/25'}
${error ? 'border-destructive bg-destructive/5' : ''}
${isLoading ? 'pointer-events-none opacity-50' : 'cursor-pointer hover:border-primary/50'}
`}
onDragOver={handleDragOver}
onDragLeave={handleDragLeave}
onDrop={handleDrop}
onClick={() => document.getElementById('bank-file-input')?.click()}
>
<input
id="bank-file-input"
type="file"
accept={acceptedExtensions}
className="hidden"
onChange={handleFileInput}
disabled={isLoading}
/>
{isLoading ? (
<div className="space-y-4">
<FileText className="mx-auto h-12 w-12 text-muted-foreground animate-pulse" />
<p className="text-muted-foreground">Analyserar fil...</p>
<Progress value={33} className="w-48 mx-auto" />
</div>
) : selectedFile && detectedFormat ? (
<div className="space-y-4">
<CheckCircle className="mx-auto h-12 w-12 text-success" />
<div>
<p className="font-medium">{selectedFile.name}</p>
<p className="text-sm text-muted-foreground">
{(selectedFile.size / 1024).toFixed(1)} KB
</p>
<Badge variant="secondary" className="mt-2">
<Building2 className="mr-1 h-3 w-3" />
{detectedFormatName || FORMAT_NAMES[detectedFormat] || detectedFormat}
</Badge>
</div>
</div>
) : (
<div className="space-y-4">
<Upload className="mx-auto h-12 w-12 text-muted-foreground" />
<div>
<p className="font-medium hidden sm:block">Dra och släpp bankfil här</p>
<p className="font-medium sm:hidden">Tryck för att välja bankfil</p>
<p className="text-sm text-muted-foreground">
CSV, TXT eller XML (max 10 MB)
</p>
</div>
</div>
)}
</div>
{/* Error display */}
{error && (
<div className="p-4 bg-destructive/10 border border-destructive/20 rounded-lg flex gap-3">
<AlertCircle className="h-5 w-5 text-destructive flex-shrink-0 mt-0.5" />
<div>
<p className="font-medium text-destructive">{errorTitle || 'Kunde inte läsa filen'}</p>
<p className="text-sm text-muted-foreground">{error}</p>
</div>
</div>
)}
</CardContent>
</Card>
{/* Bank export instructions */}
<Card className="bg-muted/50">
<CardHeader>
<CardTitle className="text-base flex items-center gap-2">
<HelpCircle className="h-4 w-4" />
exporterar du från din bank
</CardTitle>
</CardHeader>
<CardContent className="text-sm space-y-3">
<div>
<p className="font-medium">Nordea</p>
<p className="text-muted-foreground">
Logga in Konton Välj konto Transaktioner Exportera (CSV)
</p>
</div>
<div>
<p className="font-medium">SEB</p>
<p className="text-muted-foreground">
Logga in Konton Kontoutdrag Hämta som fil (CSV)
</p>
</div>
<div>
<p className="font-medium">Swedbank</p>
<p className="text-muted-foreground">
Logga in Konton Transaktioner Exportera kontoutdrag (CSV)
</p>
</div>
<div>
<p className="font-medium">Handelsbanken</p>
<p className="text-muted-foreground">
Logga in Konton Transaktioner Ladda ner (CSV)
</p>
</div>
<div>
<p className="font-medium">Länsförsäkringar</p>
<p className="text-muted-foreground">
Logga in Konton Kontoutdrag Exportera (CSV)
</p>
</div>
<div>
<p className="font-medium">ICA Banken</p>
<p className="text-muted-foreground">
Logga in Konton Transaktioner Exportera till fil (CSV)
</p>
</div>
<div>
<p className="font-medium">Skandia</p>
<p className="text-muted-foreground">
Logga in Konton Transaktioner Exportera (CSV)
</p>
</div>
<div>
<p className="font-medium">Lunar</p>
<p className="text-muted-foreground">
Logga in Konto Transaktioner Exportera (CSV)
</p>
</div>
<div>
<p className="font-medium">Northmill</p>
<p className="text-muted-foreground">
Logga in Konto Kontoutdrag Ladda ner (CSV)
</p>
</div>
</CardContent>
</Card>
</div>
)
}