Files
accounted/components/import/ImportReviewStep.tsx
T
Mattsson 24107338fa Fix/balance inconsitency (#306)
* feat: implement fiscal period date fields component and validation logic

* feat: update fiscal period validation and naming logic

* feat: implement RPC for computing prior opening balances

- Added `compute_prior_opening_balances` RPC to aggregate opening balances for balance-sheet accounts when no opening balance entry is set.
- Updated tests across various reports to utilize the new RPC for fetching prior balances.
- Refactored `getOpeningBalances` to call the RPC when necessary, improving performance and reliability.
- Introduced a script to repair fiscal period chains for companies with broken periods, ensuring proper linking and continuity.
- Enhanced error handling and validation in the repair script to ensure data integrity during the process.

* feat: implement duplicate opening-balance repair for multi-year SIE imports

* feat: enhance SIE entry listing and deduplication logic for opening balances

* fix: refine companyHasPriorActivity logic to exclude storno entries and improve balance counting
2026-04-21 21:39:57 +02:00

381 lines
14 KiB
TypeScript

'use client'
import { useState, useEffect, useRef } from 'react'
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card'
import { Button } from '@/components/ui/button'
import { Switch } from '@/components/ui/switch'
import { Label } from '@/components/ui/label'
import {
Select,
SelectContent,
SelectItem,
SelectTrigger,
SelectValue,
} from '@/components/ui/select'
import { formatCurrency } from '@/lib/utils'
import {
CheckCircle,
AlertCircle,
ArrowRight,
Loader2,
Calendar,
FileText,
Database,
Lock,
} from 'lucide-react'
import { useUnsavedChanges } from '@/lib/hooks/use-unsaved-changes'
import { useCanWrite } from '@/lib/hooks/use-can-write'
import { createClient } from '@/lib/supabase/client'
import { useCompany } from '@/contexts/CompanyContext'
import type { ImportPreview, AccountMapping } from '@/lib/import/types'
const SERIES_LETTERS = 'ABCDEFGHIJKLMNOPQRSTUVWXYZ'.split('')
interface ImportReviewStepProps {
preview: ImportPreview
mappings: AccountMapping[]
onExecute: (options: ImportExecuteOptions) => Promise<void>
onBack: () => void
isLoading: boolean
}
export interface ImportExecuteOptions {
createFiscalPeriod: boolean
importOpeningBalances: boolean
importTransactions: boolean
voucherSeries: string
}
export default function ImportReviewStep({
preview,
mappings,
onExecute,
onBack,
isLoading,
}: ImportReviewStepProps) {
const { canWrite } = useCanWrite()
const { company } = useCompany()
const [options, setOptions] = useState<ImportExecuteOptions>({
createFiscalPeriod: true,
importOpeningBalances: true,
importTransactions: true,
voucherSeries: 'B',
})
const [defaultSeries, setDefaultSeries] = useState<string | null>(null)
const [existingSeries, setExistingSeries] = useState<Set<string>>(new Set())
const [seriesLoaded, setSeriesLoaded] = useState(false)
const [elapsed, setElapsed] = useState(0)
const intervalRef = useRef<ReturnType<typeof setInterval> | null>(null)
useEffect(() => {
if (!company?.id) return
setSeriesLoaded(false)
const supabase = createClient()
let cancelled = false
;(async () => {
const [
{ data: settingsData, error: settingsError },
{ data: sequencesData, error: sequencesError },
] = await Promise.all([
supabase
.from('company_settings')
.select('default_voucher_series')
.eq('company_id', company.id)
.maybeSingle(),
supabase
.from('voucher_sequences')
.select('voucher_series')
.eq('company_id', company.id),
])
if (cancelled) return
if (settingsError) {
console.error('Failed to load company settings for voucher series', settingsError)
}
if (sequencesError) {
console.error('Failed to load voucher sequences', sequencesError)
}
const companyDefault = settingsData?.default_voucher_series || null
const sequences = new Set<string>((sequencesData || []).map((row) => row.voucher_series))
setDefaultSeries(companyDefault)
setExistingSeries(sequences)
const initial = companyDefault || (sequences.has('B') ? 'B' : Array.from(sequences).sort()[0]) || 'A'
setOptions((prev) => ({ ...prev, voucherSeries: initial }))
setSeriesLoaded(true)
})()
return () => {
cancelled = true
}
}, [company?.id])
// Block browser close/refresh during import
useUnsavedChanges(isLoading)
// Elapsed time counter during import
useEffect(() => {
if (isLoading) {
setElapsed(0)
intervalRef.current = setInterval(() => setElapsed((s) => s + 1), 1000)
} else {
if (intervalRef.current) clearInterval(intervalRef.current)
setElapsed(0)
}
return () => { if (intervalRef.current) clearInterval(intervalRef.current) }
}, [isLoading])
const handleExecute = () => {
onExecute(options)
}
const updateOption = <K extends keyof ImportExecuteOptions>(
key: K,
value: ImportExecuteOptions[K]
) => {
setOptions((prev) => ({ ...prev, [key]: value }))
}
// Calculate what will be imported
const mappedCount = mappings.filter((m) => m.targetAccount).length
const hasOpeningBalances = preview.openingBalanceTotal > 0
const hasTransactions = preview.voucherCount > 0
// Full-screen loading takeover during import execution
if (isLoading) {
return (
<div className="space-y-6">
<Card>
<CardContent className="pt-8 pb-8">
<div className="flex flex-col items-center text-center space-y-6">
<Loader2 className="h-10 w-10 text-primary animate-spin" />
<div className="space-y-1">
<p className="font-medium text-lg">Importerar bokföring...</p>
<p className="text-sm text-muted-foreground">
{preview.voucherCount} verifikationer bearbetas
</p>
</div>
<div className="text-2xl font-display font-medium tabular-nums text-muted-foreground">
{elapsed}s
</div>
<p className="text-sm text-muted-foreground max-w-sm">
Stäng inte sidan. Importen kan ta upp till några minuter beroende antalet verifikationer.
</p>
</div>
</CardContent>
</Card>
</div>
)
}
return (
<div className="space-y-6">
{/* Summary */}
<Card>
<CardHeader>
<CardTitle className="flex items-center gap-2">
<CheckCircle className="h-5 w-5 text-success" />
Redo att importera
</CardTitle>
<CardDescription>
Granska inställningarna nedan och klicka &quot;Starta import&quot; för att genomföra importen.
</CardDescription>
</CardHeader>
<CardContent className="space-y-4">
<div className="grid gap-4 md:grid-cols-3">
<div className="flex items-center gap-3 p-3 bg-muted rounded-lg">
<FileText className="h-8 w-8 text-muted-foreground" />
<div>
<p className="font-medium">{preview.companyName || 'Okänt företag'}</p>
<p className="text-sm text-muted-foreground">{preview.orgNumber || 'Inget orgnr'}</p>
</div>
</div>
<div className="flex items-center gap-3 p-3 bg-muted rounded-lg">
<Calendar className="h-8 w-8 text-muted-foreground" />
<div>
<p className="font-medium">Räkenskapsår</p>
<p className="text-sm text-muted-foreground">
{preview.fiscalYearStart
? new Date(preview.fiscalYearStart).toLocaleDateString('sv-SE')
: '?'}{' '}
-{' '}
{preview.fiscalYearEnd
? new Date(preview.fiscalYearEnd).toLocaleDateString('sv-SE')
: '?'}
</p>
</div>
</div>
<div className="flex items-center gap-3 p-3 bg-muted rounded-lg">
<Database className="h-8 w-8 text-muted-foreground" />
<div>
<p className="font-medium">{mappedCount} konton mappade</p>
<p className="text-sm text-muted-foreground">
{preview.voucherCount} verifikationer
</p>
</div>
</div>
</div>
</CardContent>
</Card>
{/* Import options */}
<Card>
<CardHeader>
<CardTitle>Importinställningar</CardTitle>
<CardDescription>Välj vad som ska importeras</CardDescription>
</CardHeader>
<CardContent className="space-y-6">
{/* Fiscal period */}
<div className="flex items-start justify-between">
<div className="space-y-0.5">
<Label htmlFor="create-fiscal-period" className="font-medium">
Skapa räkenskapsår
</Label>
<p className="text-sm text-muted-foreground">
Skapar automatiskt räkenskapsåret om det inte redan finns
</p>
</div>
<Switch
id="create-fiscal-period"
checked={options.createFiscalPeriod}
onCheckedChange={(checked) => updateOption('createFiscalPeriod', checked)}
/>
</div>
{/* Opening balances */}
<div className="flex items-start justify-between">
<div className="space-y-0.5">
<Label htmlFor="import-opening-balances" className="font-medium">
Importera ingående balanser
</Label>
<p className="text-sm text-muted-foreground">
{hasOpeningBalances
? `Skapar verifikation för IB på ${formatCurrency(preview.openingBalanceTotal)}`
: 'Inga ingående balanser i filen'}
</p>
</div>
<Switch
id="import-opening-balances"
checked={options.importOpeningBalances}
onCheckedChange={(checked) => updateOption('importOpeningBalances', checked)}
disabled={!hasOpeningBalances}
/>
</div>
{/* Transactions */}
<div className="flex items-start justify-between">
<div className="space-y-0.5">
<Label htmlFor="import-transactions" className="font-medium">
Importera verifikationer
</Label>
<p className="text-sm text-muted-foreground">
{hasTransactions
? `Importerar ${preview.voucherCount} verifikationer med ${preview.transactionLineCount} rader`
: 'Inga verifikationer i filen (SIE1-format?)'}
</p>
</div>
<Switch
id="import-transactions"
checked={options.importTransactions}
onCheckedChange={(checked) => updateOption('importTransactions', checked)}
disabled={!hasTransactions}
/>
</div>
{/* Voucher series */}
{options.importTransactions && hasTransactions && (
<div className="space-y-2">
<Label htmlFor="voucher-series" className="font-medium">
Verifikationsserie för importerade transaktioner
</Label>
<Select
value={options.voucherSeries}
onValueChange={(value) => updateOption('voucherSeries', value)}
disabled={!seriesLoaded}
>
<SelectTrigger id="voucher-series" className="w-48">
<SelectValue />
</SelectTrigger>
<SelectContent>
{SERIES_LETTERS.map((letter) => {
const isDefault = defaultSeries === letter
const isExisting = existingSeries.has(letter)
const suffix = isDefault
? ' — standard'
: isExisting
? ' — används redan'
: ''
return (
<SelectItem key={letter} value={letter}>
{`Serie ${letter}${suffix}`}
</SelectItem>
)
})}
</SelectContent>
</Select>
<p className="text-sm text-muted-foreground">
Använd en separat serie för att enkelt kunna skilja importerade från manuella verifikationer
</p>
</div>
)}
</CardContent>
</Card>
{/* Warnings */}
{!preview.trialBalance.isBalanced && (
<Card className="border-warning/50 bg-warning/5">
<CardHeader>
<CardTitle className="flex items-center gap-2 text-warning">
<AlertCircle className="h-5 w-5" />
Observera
</CardTitle>
</CardHeader>
<CardContent>
<p className="text-sm text-muted-foreground">
De ingående balanserna i filen balanserar inte helt. En justeringspost kommer
att skapas automatiskt mot konto 2099 (Årets resultat).
</p>
</CardContent>
</Card>
)}
{/* What happens next */}
<Card className="bg-muted/50">
<CardHeader>
<CardTitle className="text-base">Vad händer när du importerar?</CardTitle>
</CardHeader>
<CardContent className="text-sm text-muted-foreground space-y-2">
<p>1. Räkenskapsåret skapas om det inte finns</p>
<p>2. En verifikation för ingående balanser skapas</p>
<p>3. Alla verifikationer importeras med nya verifikationsnummer</p>
<p>4. Kontomappningarna sparas för framtida importer</p>
<p className="pt-2 font-medium">
Importen kan inte ångras automatiskt, men du kan ta bort skapade verifikationer manuellt.
</p>
</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={handleExecute}
disabled={!canWrite || isLoading}
title={!canWrite ? 'Du har endast läsbehörighet i detta företag' : undefined}
>
{!canWrite && <Lock className="mr-2 h-4 w-4" />}
Starta import
{canWrite && <ArrowRight className="ml-2 h-4 w-4" />}
</Button>
</div>
</div>
)
}