Files
accounted/components/import/SIEPreviewStep.tsx
T
Jakob Wennberg a7be1aab17 feat: comprehensive UI design audit and normalization (#28)
* feat: import system improvements, INK2 fix, and Swedish text corrections

- SIE parser: Windows-1252 and CP437 encoding detection and decoding
- Bank file parser: add Nordea Business (Företag) CSV format
- Bank file parser: improve format detection for SEB, Länsförsäkringar, generic CSV
- INK2 engine: calculate årets resultat (7222) from income statement for open fiscal years
- Dashboard: parallel Supabase queries, simplified dashboard page
- Fix Swedish characters (å, ä, ö) in BAS data descriptions, validation messages, AI consent disclosures
- Import wizard UI improvements across all steps
- Migration: add 'bas_range' match type to sie_account_mappings constraint
- Extensive new tests for SIE parser encoding and bank file parser

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: arcim migration wizard UX fixes, Sentry setup, and extension scaffolding

Arcim migration wizard improvements:
- Progress bar now excludes non-interactive steps (migrating/result)
- Fix OAuth text to match target="_blank" behavior (new tab, not redirect)
- Display month names instead of "Månad X" in preview
- Fix Swedish typo "förifylla" in no-company-info message
- Replace native checkboxes with shadcn Switch in options step
- Add ConfirmationDialog before starting migration
- Show progress percentage during migration
- Add "Nästa steg" guidance and navigation links in result step
- Add "Försök igen" button in error state (returns to options)
- Add Bokio company ID help text (GUID from URL)
- Add Fortnox integration add-on hint on connection failure

Also includes: SIE import system improvements, INK2 fixes, Swedish text
corrections, Sentry error tracking setup, and arcim-migration extension
scaffolding.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: address PR review feedback

- Fix OAuth error recovery blank page (restore provider from URL params)
- Pass real userId to MigrationWizard instead of empty string
- Remove ~50 debug console.log statements from sie-import.ts
- Fix comment referencing account 3740 → 3741

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: comprehensive UI design audit and normalization

Dashboard audit:
- Fix muted-foreground contrast (4.31:1 → 5.08:1) for WCAG AA
- Add prefers-reduced-motion media query for all animations
- Replace border-l-2 accent anti-pattern with subtle full-border colors
- Add aria-expanded to toggle buttons, role="status" to live counters
- Fix touch targets on deadline buttons (28px → 36px)
- Vary section spacing for rhythm (mb-12/mb-10/mb-8)
- Remove unused imports and dead code

Transactions audit + hardening:
- Add pagination (200 per page) with "Ladda fler" button
- Replace height animation with transform-only exit animation
- Show batch progress in floating action bar during processing
- Fix batch bar mobile overlap (bottom-20 on mobile)
- Replace clickable badges with proper button elements
- Add safe area padding to fullscreen swipe view
- Add response.ok check to suggestion fetch
- Add truncation to invoice number buttons

Invoicing audit:
- Remove border-l-4 accent pattern from invoice cards
- Replace string concatenation with cn() utility

Systemic sweep (34 files):
- All page headings: font-bold → font-display font-medium (Fraunces)
- All stat numbers: font-bold → font-display font-medium tabular-nums
- All hard-coded blue/amber/emerald colors → design tokens
- Remove all dark mode overrides (tokens handle automatically)
- Tint pure white card background to 99%

Design context added to CLAUDE.md with brand personality,
aesthetic direction, and 5 design principles.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: bookkeeping flow audit — design system, accessibility, UX

- Replace raw <select> with shadcn Select component (JournalEntryForm)
- Add confirmation dialog for account deletion (ChartOfAccountsManager)
- Remove console.error from production code (JournalEntryList, JournalEntryForm)
- Fix contradictory h-7/min-h-[44px] button sizing → h-10 (ChartOfAccountsManager)
- Increase BAS catalog "Lägg till" touch target h-7 → h-9
- Improve loading state with spinner (JournalEntryList)
- Improve empty state with icon, description, and guidance (JournalEntryList)
- Add response.ok check on journal entry fetch
- Add aria-expanded to entry expand buttons
- Add tabular-nums to desktop debit/credit columns

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: onboarding and empty state improvements

Onboarding:
- Replace font-serif with font-display (Fraunces) for brand consistency
- Remove console.error calls from production code

Empty states:
- Fix broken /transactions/new link in EmptyTransactions (route doesn't exist)
- Add actionHref fallback to EmptyCustomers when no onAction prop provided
- Improve EmptyTransactions description copy

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: clarify Swedish UX copy — terminology, errors, descriptions

Terminology consistency:
- "Försenad" → "Förfallen" for overdue invoices (customers/[id])
- "bokföringsorder" → actionable description in bookkeeping page
- "verifikation har bifogats" → "underlag har bifogats" in doc warning
- "Fortsätt ändå" → "Bokför utan underlag" (specific action)

Error messages — replace generic "Fel" + "Något gick fel" with specific:
- "Något gick fel vid bokföring" → "Transaktionen kunde inte bokföras"
- "Något gick fel vid matchning" → "Transaktionen kunde inte matchas"
- "Kunde inte hämta X" → "Kunde inte ladda X" + recovery hint
- Add "Försök igen" guidance to all error toasts

Page descriptions — replace redundant with actionable:
- Invoices: "Skapa och hantera" → "Skicka, följ betalningar, skapa kreditnotor"
- Bookkeeping: list of features → actionable description

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: design critique — dashboard affordance, reports description

Dashboard:
- Add ChevronRight indicator to clickable summary cards
  (Att få betalt, Koppla bank) to distinguish from static cards
- Add cursor-pointer to linked cards

Reports:
- Replace feature list description with actionable guidance
  "Huvudbok, grundbok..." → "Generera skattedeklarationer..."

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: replace generic "Fel" error toasts with specific messages

Deadlines: 5 generic "Fel" → specific per-action titles
  (create, toggle, edit, delete, load)
Expenses detail: 5 generic "Fel" → specific per-action titles
  (load, approve, pay, credit, delete)
Expenses new: 3 generic "Fel" → instructional validation messages
  (supplier name, supplier selection, invoice number)
Customers: 1 generic "Fel" → specific load error with recovery hint

All error toasts now follow pattern:
  title = what failed, description = how to recover

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: replace all remaining generic "Fel" error toasts (37 instances)

Systematic sweep across 12 dashboard pages replacing generic
title: 'Fel' with context-specific error titles:

- Load errors: "Kunde inte ladda [resurs]"
- Action errors: "[Åtgärd] misslyckades"
- Validation: "[Fält] saknas"

Every error toast now tells the user what failed without needing
to read the description. Recovery hints added where missing.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: import flow — normalize stat typography, remove console.warn

- Replace font-bold with font-display font-medium on 13 stat numbers
  across SIEPreviewStep, BankFilePreviewStep, BankFileConfirmStep,
  ImportResultStep (missed by systemic sweep since these are in
  components/import/, not app/(dashboard)/)
- Add tabular-nums to stat numbers displaying counts/currency
- Remove console.warn in ArcimMigrationWorkspace

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: final cleanup — console statements, remaining font-bold stats

Remove production console statements:
- Step1EntityType: remove debug console.warn (dead code after onNext)
- TransactionBookingDialog: remove console.error on doc link failure
- JournalEntryAttachments: remove 3 console.error calls

Normalize remaining font-bold stat displays:
- SwipeCategorizationView: 3 instances (completion, amount displays)
- NEDeclarationView: yearly result heading + value

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: address Greptile review feedback

loadMoreTransactions: add inbox item enrichment matching fetchTransactions
- Paginated transactions now fetch invoice_inbox_items in parallel
- Fixes missing document indicator, template suggestions, and inbox
  match card for transactions loaded via "Ladda fler"

fetchAllPages: add maxPages guard (default 500) to prevent infinite loop
- If Arcim gateway returns hasMore:true indefinitely, the loop now
  exits after 500 pages instead of running forever

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-14 14:48:40 +01:00

331 lines
12 KiB
TypeScript

'use client'
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card'
import { Badge } from '@/components/ui/badge'
import { Button } from '@/components/ui/button'
import { formatCurrency } from '@/lib/utils'
import {
Building2,
Calendar,
FileText,
CheckCircle,
AlertCircle,
XCircle,
ArrowRight,
BarChart3,
Info,
} from 'lucide-react'
import type { ImportPreview, ParseIssue } from '@/lib/import/types'
interface SIEPreviewStepProps {
preview: ImportPreview
issues: ParseIssue[]
missingAccounts: { number: string; name: string }[]
onCreateAccounts: () => Promise<void>
isCreatingAccounts: boolean
onContinue: () => void
onBack: () => void
}
export default function SIEPreviewStep({
preview,
issues,
missingAccounts,
onCreateAccounts,
isCreatingAccounts,
onContinue,
onBack,
}: SIEPreviewStepProps) {
const errors = issues.filter((i) => i.severity === 'error')
const warnings = issues.filter((i) => i.severity === 'warning')
// Only block on actual parsing errors, not unmapped accounts
// (users need to proceed to mapping step to fix unmapped accounts)
const hasBlockingErrors = errors.length > 0
return (
<div className="space-y-6">
{/* Company info */}
<Card>
<CardHeader>
<CardTitle className="flex items-center gap-2">
<Building2 className="h-5 w-5" />
Företagsinformation
</CardTitle>
<CardDescription>Information från SIE-filen</CardDescription>
</CardHeader>
<CardContent>
<div className="grid gap-4 md:grid-cols-2">
<div>
<p className="text-sm text-muted-foreground">Företagsnamn</p>
<p className="font-medium">{preview.companyName || 'Ej angivet'}</p>
</div>
<div>
<p className="text-sm text-muted-foreground">Organisationsnummer</p>
<p className="font-medium">{preview.orgNumber || 'Ej angivet'}</p>
</div>
</div>
</CardContent>
</Card>
{/* Fiscal year */}
<Card>
<CardHeader>
<CardTitle className="flex items-center gap-2">
<Calendar className="h-5 w-5" />
Räkenskapsår
</CardTitle>
</CardHeader>
<CardContent>
<div className="flex items-center gap-4">
<div>
<p className="text-sm text-muted-foreground">Start</p>
<p className="font-medium">
{preview.fiscalYearStart
? new Date(preview.fiscalYearStart).toLocaleDateString('sv-SE')
: 'Okänt'}
</p>
</div>
<ArrowRight className="h-4 w-4 text-muted-foreground" />
<div>
<p className="text-sm text-muted-foreground">Slut</p>
<p className="font-medium">
{preview.fiscalYearEnd
? new Date(preview.fiscalYearEnd).toLocaleDateString('sv-SE')
: 'Okänt'}
</p>
</div>
</div>
</CardContent>
</Card>
{/* Statistics */}
<div className="grid grid-cols-2 gap-4 md:grid-cols-4">
<Card>
<CardContent className="pt-6">
<div className="flex items-center gap-2 text-muted-foreground mb-1">
<FileText className="h-4 w-4" />
<span className="text-sm">Konton</span>
</div>
<p className="text-2xl font-display font-medium tabular-nums">{preview.accountCount}</p>
</CardContent>
</Card>
<Card>
<CardContent className="pt-6">
<div className="flex items-center gap-2 text-muted-foreground mb-1">
<BarChart3 className="h-4 w-4" />
<span className="text-sm">Verifikationer</span>
</div>
<p className="text-2xl font-display font-medium tabular-nums">{preview.voucherCount}</p>
</CardContent>
</Card>
<Card>
<CardContent className="pt-6">
<div className="flex items-center gap-2 text-muted-foreground mb-1">
<span className="text-sm">Transaktionsrader</span>
</div>
<p className="text-2xl font-display font-medium tabular-nums">{preview.transactionLineCount}</p>
</CardContent>
</Card>
<Card>
<CardContent className="pt-6">
<div className="flex items-center gap-2 text-muted-foreground mb-1">
<span className="text-sm">IB Summa</span>
</div>
<p className="text-2xl font-display font-medium tabular-nums">{formatCurrency(preview.openingBalanceTotal)}</p>
</CardContent>
</Card>
</div>
{/* Trial balance check */}
<Card className={preview.trialBalance.isBalanced ? 'border-success/50' : 'border-warning/50'}>
<CardHeader>
<CardTitle className="flex items-center gap-2">
{preview.trialBalance.isBalanced ? (
<CheckCircle className="h-5 w-5 text-success" />
) : (
<AlertCircle className="h-5 w-5 text-warning" />
)}
Balansräkning (IB)
</CardTitle>
</CardHeader>
<CardContent>
<div className="grid gap-4 md:grid-cols-3">
<div>
<p className="text-sm text-muted-foreground">Total debet</p>
<p className="font-medium">{formatCurrency(preview.trialBalance.totalDebit)}</p>
</div>
<div>
<p className="text-sm text-muted-foreground">Total kredit</p>
<p className="font-medium">{formatCurrency(preview.trialBalance.totalCredit)}</p>
</div>
<div>
<p className="text-sm text-muted-foreground">Status</p>
{preview.trialBalance.isBalanced ? (
<Badge variant="default" className="bg-success">Balanserar</Badge>
) : (
<Badge variant="secondary">
Diff: {formatCurrency(preview.trialBalance.totalDebit - preview.trialBalance.totalCredit)}
</Badge>
)}
</div>
</div>
</CardContent>
</Card>
{/* Mapping status */}
<Card
className={
preview.mappingStatus.unmapped > 0
? 'border-destructive/50'
: preview.mappingStatus.lowConfidence > 0
? 'border-warning/50'
: 'border-success/50'
}
>
<CardHeader>
<CardTitle className="flex items-center gap-2">
{preview.mappingStatus.unmapped > 0 ? (
<XCircle className="h-5 w-5 text-destructive" />
) : preview.mappingStatus.lowConfidence > 0 ? (
<AlertCircle className="h-5 w-5 text-warning" />
) : (
<CheckCircle className="h-5 w-5 text-success" />
)}
Kontomappning
</CardTitle>
<CardDescription>
Hur väl kunde kontona i filen matchas mot din kontoplan
</CardDescription>
</CardHeader>
<CardContent>
<div className="grid grid-cols-2 gap-4 md:grid-cols-4">
<div>
<p className="text-sm text-muted-foreground">Totalt</p>
<p className="font-medium">{preview.mappingStatus.total}</p>
</div>
<div>
<p className="text-sm text-muted-foreground">Mappade</p>
<p className="font-medium text-success">{preview.mappingStatus.mapped}</p>
</div>
<div>
<p className="text-sm text-muted-foreground">Ej mappade</p>
<p className={`font-medium ${preview.mappingStatus.unmapped > 0 ? 'text-destructive' : ''}`}>
{preview.mappingStatus.unmapped}
</p>
</div>
<div>
<p className="text-sm text-muted-foreground">Osäkra</p>
<p className={`font-medium ${preview.mappingStatus.lowConfidence > 0 ? 'text-warning' : ''}`}>
{preview.mappingStatus.lowConfidence}
</p>
</div>
</div>
</CardContent>
</Card>
{/* Excluded system accounts info */}
{preview.excludedSystemAccounts.length > 0 && (
<div className="flex items-start gap-2 rounded-lg border bg-muted/50 px-4 py-3 text-sm text-muted-foreground">
<Info className="h-4 w-4 mt-0.5 flex-shrink-0" />
<span>
{preview.excludedSystemAccounts.length} internt systemkonto från källsystemet exkluderades ({preview.excludedSystemAccounts.map((a) => a.number).join(', ')}) inte bokföringskonton
</span>
</div>
)}
{/* Create missing accounts */}
{missingAccounts.length > 0 && (
<Card className="border-primary/50">
<CardHeader>
<CardTitle className="flex items-center gap-2">
<FileText className="h-5 w-5 text-primary" />
Skapa saknade konton
</CardTitle>
<CardDescription>
{missingAccounts.length} konton från SIE-filen finns inte i din kontoplan.
Du kan skapa dem automatiskt för att behålla samma kontostruktur som i ditt gamla system.
</CardDescription>
</CardHeader>
<CardContent>
<div className="space-y-4">
<div className="max-h-32 overflow-y-auto text-sm space-y-1">
{missingAccounts.slice(0, 10).map((acc) => (
<div key={acc.number} className="flex gap-2 text-muted-foreground">
<span className="font-mono">{acc.number}</span>
<span>{acc.name}</span>
</div>
))}
{missingAccounts.length > 10 && (
<div className="text-muted-foreground">
... och {missingAccounts.length - 10} till
</div>
)}
</div>
<Button
onClick={onCreateAccounts}
disabled={isCreatingAccounts}
className="w-full"
>
{isCreatingAccounts ? (
<>Skapar konton...</>
) : (
<>Skapa {missingAccounts.length} konton</>
)}
</Button>
</div>
</CardContent>
</Card>
)}
{/* Issues */}
{(errors.length > 0 || warnings.length > 0) && (
<Card className={errors.length > 0 ? 'border-destructive/50' : 'border-warning/50'}>
<CardHeader>
<CardTitle className="flex items-center gap-2">
{errors.length > 0 ? (
<XCircle className="h-5 w-5 text-destructive" />
) : (
<AlertCircle className="h-5 w-5 text-warning" />
)}
{errors.length > 0 ? 'Fel' : 'Varningar'}
</CardTitle>
</CardHeader>
<CardContent>
<div className="space-y-2 max-h-48 overflow-y-auto">
{errors.map((issue, i) => (
<div key={`error-${i}`} className="text-sm flex gap-2 text-destructive">
<XCircle className="h-4 w-4 flex-shrink-0 mt-0.5" />
<span>Rad {issue.line}: {issue.message}</span>
</div>
))}
{warnings.map((issue, i) => (
<div key={`warning-${i}`} className="text-sm flex gap-2 text-warning">
<AlertCircle className="h-4 w-4 flex-shrink-0 mt-0.5" />
<span>Rad {issue.line}: {issue.message}</span>
</div>
))}
</div>
</CardContent>
</Card>
)}
{/* Actions */}
<div className="flex flex-col-reverse gap-3 sm:flex-row sm:justify-between">
<Button variant="outline" className="min-h-11" onClick={onBack}>
Tillbaka
</Button>
<Button className="min-h-11" onClick={onContinue} disabled={hasBlockingErrors}>
{preview.mappingStatus.lowConfidence > 0 || preview.mappingStatus.unmapped > 0
? 'Granska mappningar'
: 'Fortsätt'}
<ArrowRight className="ml-2 h-4 w-4" />
</Button>
</div>
</div>
)
}