f63d3e3100
* fix(enable-banking): pin Mobile BankID (decoupled) auth_method so Handelsbanken corporate connects We never sent auth_method to Enable Banking, so it fell back to the ASPSP's visible default — REDIRECT for Handelsbanken. For Handelsbanken *corporate* PSUs the redirect flow does not support Mobile BankID, so authorization failed right after the user approved in the BankID app. Mobile BankID at Handelsbanken is a DECOUPLED method flagged hidden_method=true, which Enable Banking only uses when requested explicitly. Resolve the bank's preferred auth method before /auth: query the ASPSP's auth_methods and pick the DECOUPLED (Mobile BankID) method when present, otherwise leave auth_method unset so banks that already work are untouched. The method name is read dynamically per psu_type, so it is robust across sandbox/production naming. - api-client: add approach/hidden_method to AuthMethod, fix ASPSP.auth_methods field name (was available_auth_methods, never populated), add getPreferredAuthMethod(), thread optional authMethod through startAuthorization - index: resolve authMethod in /connect and pass it on both fresh + reconnect - tests: cover method selection and request-body shaping Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * refactor(invoice-inbox): clean up bulk-selection toolbar UI Redesign the selection toolbar shown when inbox items are checked: one solid primary "Bokför valda" button with outlined secondary actions ("Fråga assistenten", "Ta bort") and a plain selection count. Removes the redundant "Avmarkera" button (users uncheck the still-visible box), fixes label clipping, and gives the toolbar more breathing room. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * chore(entitlements): bypass paywall in local development Add isPaywallBypassed() so all gated capabilities are testable locally without a subscription. Fires only on NODE_ENV=development (npm run dev) or an explicit DISABLE_PAYWALL=true escape hatch — production builds run under NODE_ENV=production and the entitlement suite runs under 'test', so both keep exercising the real gate. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(tic): resolve enskild firma bolagsuppgifter via 12-digit personnummer TIC's Lens search is fuzzy and only resolves an enskild firma from the 12-digit (century-prefixed) personnummer; a 10-digit form fuzzy-matched an unrelated entity. Expand personnummer to 12 digits before querying and reject hits whose registration number is unrelated to the request. Add a "Hämta" action to the settings Bolagsuppgifter panel to (re)fetch on demand. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * feat(transactions): implement categorize core for bank transaction categorization - Added `categorize-core.ts` to handle categorization of bank transactions, supporting single and bulk operations. - Introduced `categorizeMatchedTransaction` and `bulkBookMatchedInboxItems` functions for transaction processing. - Implemented fiscal period validation and duplicate booking detection. - Enhanced logging and error handling for transaction categorization. feat(scripts): add diagnostic script for Handelsbanken ASPSP metadata - Created `check-handelsbanken-aspsp.mjs` to fetch and display available authentication methods for Handelsbanken. - Outputs metadata for business and personal PSU types, including default authentication methods. fix(migrations): increase statement timeout for SIE bulk delete operations - Updated `20260629160000_sie_bulk_delete_statement_timeout.sql` to set a longer statement timeout for bulk delete RPCs to prevent cancellations during large imports. feat(migrations): add bulk book inbox items to pending operations - Expanded `pending_operations` table to include `bulk_book_inbox_items` operation type in `20260630120000_pending_operations_add_bulk_book_inbox_items.sql`. - Supports bulk booking of matched inbox items against bank transactions. test(pg): add tests for replace_period_opening_balance_link RPC - Implemented tests in `replace-period-opening-balance-link.pg.test.ts` to validate the functionality of the opening-balance correction flow. - Ensured immutability of opening balance links and proper handling of posted vs. non-posted entries. * fix(sie-export): update journal entries and lines handling in SIE export tests * fix(migrations): resolve version collision on 20260629160000 The SIE bulk-delete statement_timeout migration shared version 20260629160000 with journal_entries_list_series_filter (merged from main via #798/#823), causing a schema_migrations_pkey duplicate key error on apply. Rename the branch's migration to 20260629160100. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(compliance): resolve compliance-swarm + review findings - opening-balance/correct: compensating rollback for the non-atomic storno+rebook so a mid-sequence failure never leaves two posted OB entries (ASVS V2.3); durable audit event on every failure path (V16); reference the original verifikationsnummer in the corrected entry per BFL 5 kap 5§; document that requireWrite already enforces write-role + membership (V8.2.1 was a false positive) - reports sources routes: validate the cursor date component as ISO (/^\d{4}-\d{2}-\d{2}$/) before use, 400 on malformed (ASVS V1.2), applied to both the VAT-declaration and trial-balance routes - AgentSessionList: await the rename PATCH, revert the optimistic title and toast on failure (ASVS V4.5) - bank booking: exclude same-batch siblings from the booking-time duplicate guard so bulk-booking distinct same-(date,amount) transactions no longer false-positives; pre-existing duplicate detection is preserved - BulkBookInboxDialog: drop the unsafe currency-based reverse_charge default, add an omvänd skattskyldighet advisory, and type VAT options to the backend VatTreatment union - OpeningBalanceRowEditor: hold onChange in a ref (synced in effect, not during render) so an unstable callback can't cause a render loop Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
199 lines
7.3 KiB
TypeScript
199 lines
7.3 KiB
TypeScript
'use client'
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import { useState, useEffect, useCallback } from 'react'
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import { Card, CardContent, CardHeader, CardTitle, CardDescription } from '@/components/ui/card'
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import { Button } from '@/components/ui/button'
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import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@/components/ui/select'
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import { Label } from '@/components/ui/label'
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import { AlertCircle, Loader2, CheckCircle2 } from 'lucide-react'
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import type { FiscalPeriod } from '@/types'
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interface EditableRow {
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id: string
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account_number: string
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account_name: string
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debit_amount: number
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credit_amount: number
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}
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interface OpeningBalancePeriodStepProps {
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rows: EditableRow[]
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/** `replace` is true when the selected period already has opening balances
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* (the existing IB verifikat will be stornoed and replaced). */
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onExecute: (fiscalPeriodId: string, replace: boolean) => void
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onBack: () => void
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isLoading: boolean
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error: string | null
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}
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export default function OpeningBalancePeriodStep({
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rows,
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onExecute,
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onBack,
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isLoading,
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error,
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}: OpeningBalancePeriodStepProps) {
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const [periods, setPeriods] = useState<FiscalPeriod[]>([])
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const [selectedPeriodId, setSelectedPeriodId] = useState<string>('')
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const [loadingPeriods, setLoadingPeriods] = useState(true)
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// Compute totals
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let totalDebit = 0
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let totalCredit = 0
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for (const row of rows) {
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totalDebit = Math.round((totalDebit + row.debit_amount) * 100) / 100
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totalCredit = Math.round((totalCredit + row.credit_amount) * 100) / 100
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}
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useEffect(() => {
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async function fetchPeriods() {
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setLoadingPeriods(true)
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try {
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const res = await fetch('/api/bookkeeping/fiscal-periods')
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if (res.ok) {
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const data = await res.json()
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const allPeriods: FiscalPeriod[] = data.data || []
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setPeriods(allPeriods)
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// Auto-select first open period without OB
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const openPeriod = allPeriods.find(
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(p) => !p.is_closed && !p.locked_at && !p.opening_balances_set,
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)
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if (openPeriod) {
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setSelectedPeriodId(openPeriod.id)
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}
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}
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} catch {
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// Silent — user can still select period
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} finally {
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setLoadingPeriods(false)
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}
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}
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fetchPeriods()
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}, [])
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const selectedPeriod = periods.find((p) => p.id === selectedPeriodId)
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const periodHasOB = !!selectedPeriod?.opening_balances_set
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const periodIsClosed = selectedPeriod?.is_closed
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const periodIsLocked = !!selectedPeriod?.locked_at
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// A period that already has IB can still be corrected, as long as it is open
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// and unlocked — the existing IB verifikat is stornoed and replaced.
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const canExecute =
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!!selectedPeriodId &&
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!periodIsClosed &&
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!periodIsLocked &&
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!isLoading
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const handleExecute = useCallback(() => {
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if (canExecute) {
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onExecute(selectedPeriodId, periodHasOB)
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}
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}, [canExecute, selectedPeriodId, periodHasOB, onExecute])
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return (
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<Card>
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<CardHeader>
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<CardTitle>Välj räkenskapsperiod</CardTitle>
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<CardDescription>
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Välj vilken räkenskapsperiod de ingående balanserna ska bokföras på.
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</CardDescription>
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</CardHeader>
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<CardContent className="space-y-6">
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{/* Period selector */}
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<div className="space-y-2">
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<Label>Räkenskapsperiod</Label>
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{loadingPeriods ? (
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<div className="flex items-center gap-2 text-sm text-muted-foreground py-2">
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<Loader2 className="h-4 w-4 animate-spin" />
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Hämtar perioder...
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</div>
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) : periods.length === 0 ? (
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<div className="flex items-start gap-3 rounded-lg border border-warning/30 bg-warning/5 px-4 py-3">
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<AlertCircle className="h-4 w-4 text-warning mt-0.5 shrink-0" />
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<p className="text-sm text-warning">
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Inga räkenskapsperioder hittades. Skapa en räkenskapsperiod under Bokföring först.
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</p>
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</div>
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) : (
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<Select value={selectedPeriodId} onValueChange={setSelectedPeriodId}>
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<SelectTrigger>
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<SelectValue placeholder="Välj period" />
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</SelectTrigger>
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<SelectContent>
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{periods.map((p) => (
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<SelectItem key={p.id} value={p.id} disabled={p.is_closed || !!p.locked_at}>
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{p.name} ({p.period_start} — {p.period_end})
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{p.opening_balances_set && ' — har redan IB'}
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{p.is_closed && ' — stängd'}
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{p.locked_at && !p.is_closed && ' — låst'}
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</SelectItem>
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))}
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</SelectContent>
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</Select>
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)}
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</div>
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{/* Replace notice — selecting a period that already has IB corrects it */}
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{periodHasOB && !periodIsClosed && !periodIsLocked && (
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<div className="flex items-start gap-3 rounded-lg border border-warning/30 bg-warning/5 px-4 py-3">
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<AlertCircle className="h-4 w-4 text-warning mt-0.5 shrink-0" />
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<p className="text-sm text-warning">
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Denna period har redan ingående balanser. Om du fortsätter makuleras (stornas) den
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befintliga IB-verifikationen och en ny bokförs med beloppen nedan.
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</p>
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</div>
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)}
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{/* Summary */}
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<div className="rounded-lg border bg-muted/30 p-4 space-y-3">
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<h4 className="text-sm font-medium">Sammanfattning</h4>
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<div className="grid grid-cols-2 gap-y-2 text-sm">
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<span className="text-muted-foreground">Antal konton:</span>
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<span className="tabular-nums text-right">{rows.length}</span>
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<span className="text-muted-foreground">Total debet:</span>
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<span className="tabular-nums text-right">
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{totalDebit.toLocaleString('sv-SE', { minimumFractionDigits: 2 })} SEK
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</span>
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<span className="text-muted-foreground">Total kredit:</span>
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<span className="tabular-nums text-right">
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{totalCredit.toLocaleString('sv-SE', { minimumFractionDigits: 2 })} SEK
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</span>
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</div>
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<div className="flex items-center gap-2 pt-1 border-t text-sm">
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<CheckCircle2 className="h-4 w-4 text-success" />
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<span className="text-success font-medium">Balanserar</span>
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</div>
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</div>
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{/* Error */}
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{error && (
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<div className="flex items-start gap-3 rounded-lg border border-destructive/30 bg-destructive/5 px-4 py-3">
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<AlertCircle className="h-4 w-4 text-destructive mt-0.5 shrink-0" />
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<p className="text-sm text-destructive">{error}</p>
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</div>
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)}
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{/* Actions */}
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<div className="flex justify-between pt-2">
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<Button variant="ghost" onClick={onBack} disabled={isLoading}>
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Tillbaka
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</Button>
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<Button onClick={handleExecute} disabled={!canExecute}>
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{isLoading ? (
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<>
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<Loader2 className="h-4 w-4 animate-spin mr-2" />
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{periodHasOB ? 'Ersätter...' : 'Bokför...'}
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</>
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) : periodHasOB ? (
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'Ersätt ingående balanser'
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) : (
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'Bokför ingående balanser'
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)}
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</Button>
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</div>
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</CardContent>
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</Card>
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)
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}
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