Files
accounted/components/import/OpeningBalancePeriodStep.tsx
T
Mattsson a3fea6fb7c feat: add opening balance import functionality (#238)
- Implemented OpeningBalanceResultStep component to display results of the import process, including success messages and error handling.
- Created OpeningBalanceUploadStep component for file upload with drag-and-drop support, including validation for accepted file types.
- Developed column detection logic in column-detector.ts to identify account number, name, debit, credit, and balance columns based on headers and data.
- Added parser functionality in parser.ts to handle parsing of opening balance files, including validation and BAS account matching.
- Created tests for column detection and parsing logic to ensure accuracy and reliability.
- Defined types for detected columns and parsed rows in types.ts to improve type safety and clarity in the codebase.
2026-04-14 15:35:50 +02:00

194 lines
6.8 KiB
TypeScript

'use client'
import { useState, useEffect, useCallback } from 'react'
import { Card, CardContent, CardHeader, CardTitle, CardDescription } from '@/components/ui/card'
import { Button } from '@/components/ui/button'
import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@/components/ui/select'
import { Label } from '@/components/ui/label'
import { AlertCircle, Loader2, CheckCircle2 } from 'lucide-react'
import type { FiscalPeriod } from '@/types'
interface EditableRow {
id: string
account_number: string
account_name: string
debit_amount: number
credit_amount: number
}
interface OpeningBalancePeriodStepProps {
rows: EditableRow[]
onExecute: (fiscalPeriodId: string) => void
onBack: () => void
isLoading: boolean
error: string | null
}
export default function OpeningBalancePeriodStep({
rows,
onExecute,
onBack,
isLoading,
error,
}: OpeningBalancePeriodStepProps) {
const [periods, setPeriods] = useState<FiscalPeriod[]>([])
const [selectedPeriodId, setSelectedPeriodId] = useState<string>('')
const [loadingPeriods, setLoadingPeriods] = useState(true)
// Compute totals
let totalDebit = 0
let totalCredit = 0
for (const row of rows) {
totalDebit = Math.round((totalDebit + row.debit_amount) * 100) / 100
totalCredit = Math.round((totalCredit + row.credit_amount) * 100) / 100
}
useEffect(() => {
async function fetchPeriods() {
setLoadingPeriods(true)
try {
const res = await fetch('/api/bookkeeping/fiscal-periods')
if (res.ok) {
const data = await res.json()
const allPeriods: FiscalPeriod[] = data.data || []
setPeriods(allPeriods)
// Auto-select first open period without OB
const openPeriod = allPeriods.find(
(p) => !p.is_closed && !p.locked_at && !p.opening_balances_set,
)
if (openPeriod) {
setSelectedPeriodId(openPeriod.id)
}
}
} catch {
// Silent — user can still select period
} finally {
setLoadingPeriods(false)
}
}
fetchPeriods()
}, [])
const selectedPeriod = periods.find((p) => p.id === selectedPeriodId)
const periodHasOB = selectedPeriod?.opening_balances_set
const periodIsClosed = selectedPeriod?.is_closed
const periodIsLocked = !!selectedPeriod?.locked_at
const canExecute =
selectedPeriodId &&
!periodHasOB &&
!periodIsClosed &&
!periodIsLocked &&
!isLoading
const handleExecute = useCallback(() => {
if (canExecute) {
onExecute(selectedPeriodId)
}
}, [canExecute, selectedPeriodId, onExecute])
return (
<Card>
<CardHeader>
<CardTitle>Välj räkenskapsperiod</CardTitle>
<CardDescription>
Välj vilken räkenskapsperiod de ingående balanserna ska bokföras .
</CardDescription>
</CardHeader>
<CardContent className="space-y-6">
{/* Period selector */}
<div className="space-y-2">
<Label>Räkenskapsperiod</Label>
{loadingPeriods ? (
<div className="flex items-center gap-2 text-sm text-muted-foreground py-2">
<Loader2 className="h-4 w-4 animate-spin" />
Hämtar perioder...
</div>
) : periods.length === 0 ? (
<div className="flex items-start gap-3 rounded-lg border border-warning/30 bg-warning/5 px-4 py-3">
<AlertCircle className="h-4 w-4 text-warning mt-0.5 shrink-0" />
<p className="text-sm text-warning">
Inga räkenskapsperioder hittades. Skapa en räkenskapsperiod under Bokföring först.
</p>
</div>
) : (
<Select value={selectedPeriodId} onValueChange={setSelectedPeriodId}>
<SelectTrigger>
<SelectValue placeholder="Välj period" />
</SelectTrigger>
<SelectContent>
{periods.map((p) => (
<SelectItem key={p.id} value={p.id} disabled={p.is_closed || !!p.locked_at}>
{p.name} ({p.period_start} {p.period_end})
{p.opening_balances_set && ' — har redan IB'}
{p.is_closed && ' — stängd'}
{p.locked_at && !p.is_closed && ' — låst'}
</SelectItem>
))}
</SelectContent>
</Select>
)}
</div>
{/* Warnings */}
{periodHasOB && (
<div className="flex items-start gap-3 rounded-lg border border-destructive/30 bg-destructive/5 px-4 py-3">
<AlertCircle className="h-4 w-4 text-destructive mt-0.5 shrink-0" />
<p className="text-sm text-destructive">
Denna period har redan ingående balanser. Ta bort den befintliga verifikationen
(via stornering) innan du importerar nya.
</p>
</div>
)}
{/* Summary */}
<div className="rounded-lg border bg-muted/30 p-4 space-y-3">
<h4 className="text-sm font-medium">Sammanfattning</h4>
<div className="grid grid-cols-2 gap-y-2 text-sm">
<span className="text-muted-foreground">Antal konton:</span>
<span className="tabular-nums text-right">{rows.length}</span>
<span className="text-muted-foreground">Total debet:</span>
<span className="tabular-nums text-right">
{totalDebit.toLocaleString('sv-SE', { minimumFractionDigits: 2 })} SEK
</span>
<span className="text-muted-foreground">Total kredit:</span>
<span className="tabular-nums text-right">
{totalCredit.toLocaleString('sv-SE', { minimumFractionDigits: 2 })} SEK
</span>
</div>
<div className="flex items-center gap-2 pt-1 border-t text-sm">
<CheckCircle2 className="h-4 w-4 text-success" />
<span className="text-success font-medium">Balanserar</span>
</div>
</div>
{/* Error */}
{error && (
<div className="flex items-start gap-3 rounded-lg border border-destructive/30 bg-destructive/5 px-4 py-3">
<AlertCircle className="h-4 w-4 text-destructive mt-0.5 shrink-0" />
<p className="text-sm text-destructive">{error}</p>
</div>
)}
{/* Actions */}
<div className="flex justify-between pt-2">
<Button variant="ghost" onClick={onBack} disabled={isLoading}>
Tillbaka
</Button>
<Button onClick={handleExecute} disabled={!canExecute}>
{isLoading ? (
<>
<Loader2 className="h-4 w-4 animate-spin mr-2" />
Bokför...
</>
) : (
'Bokför ingående balanser'
)}
</Button>
</div>
</CardContent>
</Card>
)
}