Files
accounted/app/api/import/sie/parse/route.ts
T
Jakob Wennberg 91e2c1705a feat: per-line VAT, invoice document types, ledger-based VAT declaration, bank reconciliation, and pagination
Per-line VAT rates:
- Add generatePerRateLines() to group invoice items by vat_rate with separate
  revenue + VAT lines per rate group (invoice-entries.ts)
- Add getAvailableVatRates() and getVatTreatmentForRate() (vat-rules.ts)
- PDF template shows per-line VAT column and per-rate totals for mixed-rate invoices
- Invoice create/review UI supports per-line rate selection
- Types: add vat_rate/vat_amount to InvoiceItem, vat_rate to CreateInvoiceItemInput

Invoice document types (proforma, delivery note):
- Add InvoiceDocumentType, document_type and converted_from_id to Invoice type
- PDF hides prices for delivery notes, adds proforma notice
- Email templates support all document types
- mark-paid skips journal entries for non-invoice document types
- Migration 031: invoice_document_type

Accounting method support:
- Add AccountingMethod type (accrual/cash)
- Migration 032: add_accounting_method column to company_settings

VAT declaration rewrite:
- Rewrite to read directly from general ledger (26xx/3xxx account lines)
  instead of aggregating invoices/transactions/receipts
- ACCOUNT_RUTA mapping drives momsdeklaration boxes from GL balances

Bank reconciliation:
- Transaction ingest now pre-fetches unlinked GL lines and attempts
  auto-reconciliation during import
- Add transaction.reconciled event type
- Add ReconciliationMethod type and reconciliation_method on Transaction
- Migration 030: bank_reconciliation
- New reconciliation engine, API routes, and BankReconciliationView component

Pagination (fetchAllRows):
- New lib/supabase/fetch-all.ts overcomes PostgREST 1000-row limit
- Adopted in all report generators, SIE/SRU export, account list APIs

Fiscal period validation:
- New validate-period-duration.ts enforces max 18 months per BFL 3 kap.
- Applied in period-service.ts and fiscal-periods API

Account mapper simplification:
- Remove Levenshtein/fuzzy matching, use exact account number match only

Swedbank parser improvements:
- Support abbreviated headers (Clnr, Bokfdag, Radnr)
- Use Referens column as counterparty

Chart of accounts management:
- Add DELETE endpoint with system account and usage protection
- PUT uses partial updates
- New AccountCombobox, AddAccountDialog, EditAccountDialog, ChartOfAccountsManager

Tax deadline corrections:
- Rewrite inkomstdeklaration_ab using Skatteverket lookup table
- Rewrite arsredovisning deadline to 7 months after FY end per ÅRL 8:3

Onboarding first fiscal year:
- Add first fiscal year toggle with date pickers and 18-month validation

UI terminology:
- Change "okategoriserad/kategorisera" to "obokförd/bokföra" throughout

Report column fix:
- Fix start_date/end_date to period_start/period_end in report queries

Supplier invoice input:
- CreateSupplierInvoiceItemInput uses amount field (legacy quantity/unit_price kept)

Misc:
- SIE import uses upsert for idempotent account creation
- account-descriptions.ts falls back to BAS reference data
- Add invoice_default_notes to CompanySettings
- Update CLAUDE.md to reflect current project state

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-21 14:57:15 +01:00

144 lines
4.1 KiB
TypeScript

import { createClient } from '@/lib/supabase/server'
import { fetchAllRows } from '@/lib/supabase/fetch-all'
import { NextResponse } from 'next/server'
import {
parseSIEFile,
validateSIEFile,
detectEncoding,
decodeBuffer,
calculateFileHash,
} from '@/lib/import/sie-parser'
import { suggestMappings, getMappingStats } from '@/lib/import/account-mapper'
import { generateImportPreview, checkDuplicateImport } from '@/lib/import/sie-import'
import type { SIEAccountMappingRecord, SIEAccount } from '@/lib/import/types'
/**
* POST /api/import/sie/parse
* Parse an uploaded SIE file and return preview data
*/
export async function POST(request: Request) {
const supabase = await createClient()
const {
data: { user },
} = await supabase.auth.getUser()
if (!user) {
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
}
try {
// Get form data with file
const formData = await request.formData()
const file = formData.get('file') as File | null
if (!file) {
return NextResponse.json({ error: 'No file provided' }, { status: 400 })
}
// Validate file type
const filename = file.name.toLowerCase()
if (!filename.endsWith('.sie') && !filename.endsWith('.se')) {
return NextResponse.json(
{ error: 'Invalid file type. Please upload a .sie file' },
{ status: 400 }
)
}
// Read file as ArrayBuffer for encoding detection
const arrayBuffer = await file.arrayBuffer()
const encoding = detectEncoding(arrayBuffer)
// Decode to string
const content = decodeBuffer(arrayBuffer, encoding)
// Check for duplicate import
const duplicate = await checkDuplicateImport(user.id, content)
if (duplicate) {
return NextResponse.json({
error: 'duplicate',
message: `This file has already been imported on ${new Date(duplicate.imported_at!).toLocaleDateString('sv-SE')}`,
importId: duplicate.id,
}, { status: 409 })
}
// Parse the SIE file
const parsed = parseSIEFile(content)
// Validate the parsed data
const validation = validateSIEFile(parsed)
// If there are critical errors, return them
if (!validation.valid) {
return NextResponse.json({
error: 'validation',
message: 'SIE file has validation errors',
errors: validation.errors,
warnings: validation.warnings,
}, { status: 400 })
}
// Fetch user's full chart of accounts (paginated to avoid 1000-row limit)
const basAccounts = await fetchAllRows(({ from, to }) =>
supabase
.from('chart_of_accounts')
.select('*')
.eq('user_id', user.id)
.eq('is_active', true)
.order('account_number')
.range(from, to)
)
if (basAccounts.length === 0) {
return NextResponse.json({
error: 'No chart of accounts found. Please complete onboarding first.',
}, { status: 400 })
}
// Fetch stored mappings from database
const { data: storedMappings } = await supabase
.from('sie_account_mappings')
.select('*')
.eq('user_id', user.id)
// Suggest account mappings
const mappings = suggestMappings(
parsed.accounts,
basAccounts,
(storedMappings as SIEAccountMappingRecord[]) || undefined
)
// Generate preview
const preview = generateImportPreview(parsed, mappings)
// Calculate file hash for storage
const fileHash = await calculateFileHash(content)
return NextResponse.json({
success: true,
encoding,
fileHash,
parsed: {
header: parsed.header,
accounts: parsed.accounts,
stats: parsed.stats,
issues: parsed.issues,
},
mappings,
mappingStats: getMappingStats(mappings),
preview,
validation: {
valid: validation.valid,
errors: validation.errors,
warnings: validation.warnings,
},
})
} catch (error) {
console.error('SIE parse error:', error)
return NextResponse.json(
{ error: error instanceof Error ? error.message : 'Failed to parse SIE file' },
{ status: 500 }
)
}
}