2d6ddeafc5
* feat(import/export): article import + register export (xlsx/csv)
Add CSV/Excel import for the article register (artiklar), mirroring the
existing customer/supplier import pipeline, plus Excel + CSV export for
articles, customers and suppliers.
Import (lib/import/articles + app/api/import/articles):
- Column auto-detection tuned to Fortnox/Visma/Bokio export headers,
Swedish-decimal price parsing, VAT snapped to {0,6,12,25}, type/unit
normalization.
- Dedup by article number then name; 23505 soft-skip; auto-number
backfill; revenue-account override kept only when active, otherwise
dropped with a warning (never mutates the chart of accounts).
- New "Artiklar" flow in the /import hub.
Export (app/api/export/* + lib/export/register-export):
- Read-only xlsx (default) / csv (?format=csv, UTF-8 BOM) downloads.
- Headers chosen so files round-trip back through the importer.
- "Exportera" menu added to the articles, customers and suppliers pages.
Refs #746. Direct Fortnox/Visma API article fetch tracked in #749.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* fix(import/export): address PR review — lint ratchet + export hardening
- xlsx-export: keep `SheetSpec<any>` on the eslint-disabled line (fixes the
core-only lint ratchet regression: no-explicit-any 16 -> 15) and define
UTF8_BOM as an explicit `` escape instead of a raw BOM character.
- export routes (articles/customers/suppliers): move the data queries inside
the try/catch, add `Cache-Control: no-store`, and emit a `register exported`
audit log line (entity, format, rowCount).
- articles parse route: validate `column_overrides` against a Zod schema before
trusting it to drive the parser.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* fix(import): drop öre-round pattern on article column-detector confidence
The confidence score is a 0-1 heuristic, not money, and is only compared
against the 0.8 skip-mapping threshold. Removing the Math.round(x*100)/100
form clears the core-only antipattern ratchet (naive-ore-round 660 -> 659).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* feat(import): flag adjusted VAT rows in the article import edit step
Surface VAT snapping/defaulting per row, not just as a file-level warning:
the parser sets `vat_rate_adjusted`, the edit step highlights those rows'
VAT selector and shows a count banner, and confirming a rate clears the flag.
Addresses the Swedish-compliance review note that silent snapping could
otherwise store a wrong VAT rate at scale.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
223 lines
7.4 KiB
TypeScript
223 lines
7.4 KiB
TypeScript
import type { ArticleType } from '@/types'
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import { detectArticleColumns } from './column-detector'
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import { cellOrNull } from '../shared/column-utils'
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import { parseAmount } from '../opening-balance/parser'
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import { readBestSheet } from '../shared/workbook-reader'
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import type { DetectedArticleColumns, ParsedArticleRow } from './types'
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const VALID_VAT_RATES = [0, 6, 12, 25] as const
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/** Snap an arbitrary VAT percentage to the nearest Swedish statutory rate. */
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function snapVatRate(n: number): number {
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let best: number = VALID_VAT_RATES[0]
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let bestDist = Math.abs(n - best)
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for (const r of VALID_VAT_RATES) {
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const d = Math.abs(n - r)
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if (d < bestDist) {
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best = r
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bestDist = d
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}
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}
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return best
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}
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/**
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* Normalize a VAT cell to one of {0,6,12,25}. Handles "25%", "25", "0,25"
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* (fraction), and Swedish decimal commas. Returns the snapped rate plus an
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* optional human note when the raw value was non-empty but not already valid
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* (e.g. a Fortnox `momskod` letter code or an unsupported percentage).
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*/
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function normalizeVatRate(raw: string | null): { rate: number; note: string | null } {
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if (!raw) return { rate: 25, note: null }
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const cleaned = raw
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.replace(/%/g, '')
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.replace(/\s/g, '')
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.replace(/\.(?=\d{3})/g, '') // dot thousand-separator
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.replace(',', '.') // Swedish decimal comma
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.trim()
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let n = parseFloat(cleaned)
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// Unparseable (e.g. a Fortnox `momskod` like "MP1") → default with a note.
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if (Number.isNaN(n)) {
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return { rate: 25, note: `Kunde inte tolka momssats "${raw}" — satt till 25 %` }
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}
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// Fraction form (0.25 → 25).
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if (n > 0 && n < 1) n = n * 100
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const snapped = snapVatRate(n)
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const wasValid = (VALID_VAT_RATES as readonly number[]).includes(Math.round(n))
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return {
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rate: snapped,
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note: wasValid ? null : `Momssats ${raw} avrundades till ${snapped} %`,
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}
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}
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function normalizeArticleType(value: string | null): ArticleType {
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if (!value) return 'tjanst'
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const lower = value.toLowerCase().trim()
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if (
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lower === 'vara' || lower === 'varor' || lower === 'produkt' ||
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lower === 'product' || lower === 'goods' || lower === 'artikel' ||
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lower === 'lagervara' || lower === 'stock'
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) {
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return 'vara'
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}
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// Everything else (tjänst/service/…) maps to the DB default.
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return 'tjanst'
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}
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const INCL_VAT_HEADER_RE = /brutto|inkl|incl|gross/i
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/**
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* Parse an article-register file (Excel or CSV) into structured rows.
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*
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* Prices are read as EXCLUDING VAT (what the `articles` table stores). When the
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* matched price header looks like an incl-VAT column a file-level warning is
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* emitted rather than silently converting (the rate isn't reliably known here).
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*
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* @param buffer - Raw file buffer
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* @param filename - Original filename
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* @param columnOverrides - Optional manual column mapping
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*/
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export function parseArticlesFile(
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buffer: ArrayBuffer,
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filename: string,
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columnOverrides?: DetectedArticleColumns,
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): {
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filename: string
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sheet_name: string
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total_rows: number
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detected_columns: DetectedArticleColumns
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headers: string[]
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preview_rows: string[][]
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rows: ParsedArticleRow[]
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warnings: string[]
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} {
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const { sheetName, rawData } = readBestSheet(buffer, filename)
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if (rawData.length < 2) {
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const fallbackColumns: DetectedArticleColumns = columnOverrides ?? {
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name_col: 0,
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article_number_col: null,
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name_en_col: null,
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type_col: null,
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unit_col: null,
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price_col: null,
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vat_rate_col: null,
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revenue_account_col: null,
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cost_price_col: null,
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ean_col: null,
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housework_type_col: null,
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notes_col: null,
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confidence: 0,
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}
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return {
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filename,
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sheet_name: sheetName,
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total_rows: 0,
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detected_columns: fallbackColumns,
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headers: rawData[0]?.map((h) => String(h)) || [],
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preview_rows: [],
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rows: [],
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warnings: ['Filen innehåller för få rader.'],
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}
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}
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const headers = rawData[0].map((h) => String(h))
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const dataRows = rawData.slice(1)
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const columns = columnOverrides || detectArticleColumns(headers)
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const rows: ParsedArticleRow[] = []
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const warnings: string[] = []
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const cell = (row: string[], col: number | null): string | null =>
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col !== null ? cellOrNull(row[col]) : null
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// Surface incl-VAT price columns once for the whole file.
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if (columns.price_col !== null && INCL_VAT_HEADER_RE.test(headers[columns.price_col] ?? '')) {
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warnings.push(
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`Priskolumnen "${headers[columns.price_col]}" verkar vara inkl. moms — priser importeras som exkl. moms. Kontrollera värdena.`,
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)
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}
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let vatNoteCount = 0
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let droppedAccountCount = 0
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for (let i = 0; i < dataRows.length; i++) {
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const row = dataRows[i]
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const name = cell(row, columns.name_col)
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if (!name) continue // skip empty rows silently
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const articleNumber = cell(row, columns.article_number_col)
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const nameEn = cell(row, columns.name_en_col)
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const type = normalizeArticleType(cell(row, columns.type_col))
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const unitRaw = cell(row, columns.unit_col)
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const unit = unitRaw ?? 'st'
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const priceRaw = cell(row, columns.price_col)
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const price = priceRaw !== null ? parseAmount(priceRaw) : 0
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const { rate: vatRate, note: vatNote } = normalizeVatRate(cell(row, columns.vat_rate_col))
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if (vatNote) vatNoteCount++
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// Keep only well-formed BAS class-3 overrides; the execute route validates
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// them further against the chart of accounts.
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const revenueRaw = cell(row, columns.revenue_account_col)
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let revenueAccount: string | null = null
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if (revenueRaw) {
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const digits = revenueRaw.replace(/\s/g, '')
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if (/^3\d{3}$/.test(digits)) revenueAccount = digits
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else droppedAccountCount++
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}
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const costRaw = cell(row, columns.cost_price_col)
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const costPrice = costRaw !== null ? parseAmount(costRaw) : null
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const ean = cell(row, columns.ean_col)
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const houseworkType = cell(row, columns.housework_type_col)
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const notes = cell(row, columns.notes_col)
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const validationErrors: string[] = []
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if (price < 0) validationErrors.push('Priset kan inte vara negativt')
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if (costPrice !== null && costPrice < 0) validationErrors.push('Inköpspriset kan inte vara negativt')
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rows.push({
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row_index: i + 2, // 1-based + header
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name,
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name_en: nameEn,
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article_number: articleNumber,
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type,
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unit,
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price_excl_vat: price,
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vat_rate: vatRate,
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// A note means the rate was snapped or defaulted — flag it for review.
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vat_rate_adjusted: vatNote !== null,
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revenue_account: revenueAccount,
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cost_price: costPrice,
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ean,
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housework_type: houseworkType,
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notes,
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is_valid: validationErrors.length === 0,
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validation_errors: validationErrors,
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})
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}
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if (vatNoteCount > 0) {
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warnings.push(`${vatNoteCount} rad${vatNoteCount === 1 ? '' : 'er'} hade en momssats som avrundades till närmaste giltiga (0/6/12/25 %).`)
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}
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if (droppedAccountCount > 0) {
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warnings.push(`${droppedAccountCount} rad${droppedAccountCount === 1 ? '' : 'er'} hade ett ogiltigt försäljningskonto (måste vara 3xxx) som ignorerades.`)
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}
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if (rows.length === 0) {
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warnings.push('Inga giltiga artiklar hittades. Kontrollera att namn-/benämningskolumnen är korrekt mappad.')
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}
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return {
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filename,
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sheet_name: sheetName,
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total_rows: rows.length,
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detected_columns: columns,
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headers,
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preview_rows: dataRows.slice(0, 5),
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rows,
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warnings,
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}
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}
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