Files
accounted/lib/import/customers/parser.ts
T
Mattsson 81e9dd224e Add/csv import options (#420)
* feat(import): add customer and supplier parsing functionality

- Implemented customer file parsing in `lib/import/customers/parser.ts` with support for Excel and CSV formats.
- Created types for detected customer columns and parsed customer rows in `lib/import/customers/types.ts`.
- Added tests for customer classification logic in `lib/import/shared/__tests__/classify.test.ts`.
- Developed classification functions for customers and suppliers in `lib/import/shared/classify.ts`.
- Introduced shared column utility functions in `lib/import/shared/column-utils.ts`.
- Implemented supplier file parsing in `lib/import/suppliers/parser.ts` with validation for various fields.
- Created types for detected supplier columns and parsed supplier rows in `lib/import/suppliers/types.ts`.
- Added tests for supplier column detection and parsing in `lib/import/suppliers/__tests__/column-detector.test.ts` and `lib/import/suppliers/__tests__/parser.test.ts`.

* fix(labels): update 'Svenskt företag' to 'Svenskt företag eller organisation' for clarity

* feat(import): refactor encoding handling for Swedish files and add tests for character preservation

* feat(recapt): implement clearRecaptIdentity function and integrate into logout flow

* feat(bookkeeping): implement copy functionality and next voucher sequence retrieval

* feat(import): enhance customer and supplier import functionality with normalization and event handling
2026-05-08 15:42:06 +02:00

200 lines
6.0 KiB
TypeScript

import type { CustomerType } from '@/types'
import { detectCustomerColumns } from './column-detector'
import { cellOrNull, parsePaymentTerms } from '../shared/column-utils'
import { classifyCustomer } from '../shared/classify'
import { readBestSheet } from '../shared/workbook-reader'
import type {
DetectedCustomerColumns,
ParsedCustomerRow,
} from './types'
const VALID_CUSTOMER_TYPES: CustomerType[] = [
'individual',
'swedish_business',
'eu_business',
'non_eu_business',
]
const EMAIL_RE = /^[^\s@]+@[^\s@]+\.[^\s@]+$/
function normalizeCustomerType(value: string | null): CustomerType | null {
if (!value) return null
const lower = value.toLowerCase().trim()
if (lower === 'individual' || lower === 'privat' || lower === 'privatperson' || lower === 'person') {
return 'individual'
}
if (lower === 'swedish_business' || lower === 'swedish' || lower === 'företag' || lower === 'foretag' || lower === 'business' || lower === 'ab' || lower === 'aktiebolag') {
return 'swedish_business'
}
if (lower === 'eu_business' || lower === 'eu') {
return 'eu_business'
}
if (lower === 'non_eu_business' || lower === 'non-eu' || lower === 'utomeu' || lower === 'utländsk' || lower === 'utlandsk') {
return 'non_eu_business'
}
return VALID_CUSTOMER_TYPES.includes(lower as CustomerType)
? (lower as CustomerType)
: null
}
function normalizeCountry(value: string | null): string {
if (!value) return 'Sweden'
const trimmed = value.trim()
const lower = trimmed.toLowerCase()
if (lower === 'se' || lower === 'sverige' || lower === 'sweden') return 'Sweden'
return trimmed
}
/**
* Parse a customer-register file (Excel or CSV) and return structured rows.
*
* @param buffer - Raw file buffer
* @param filename - Original filename
* @param columnOverrides - Optional manual column mapping
*/
export function parseCustomersFile(
buffer: ArrayBuffer,
filename: string,
columnOverrides?: DetectedCustomerColumns,
): {
filename: string
sheet_name: string
total_rows: number
detected_columns: DetectedCustomerColumns
headers: string[]
preview_rows: string[][]
rows: ParsedCustomerRow[]
warnings: string[]
} {
const { sheetName, rawData } = readBestSheet(buffer, filename)
if (rawData.length < 2) {
const fallbackColumns: DetectedCustomerColumns = columnOverrides ?? {
name_col: 0,
org_number_col: null,
customer_type_col: null,
email_col: null,
phone_col: null,
address_line1_col: null,
address_line2_col: null,
postal_code_col: null,
city_col: null,
country_col: null,
vat_number_col: null,
payment_terms_col: null,
notes_col: null,
confidence: 0,
}
return {
filename,
sheet_name: sheetName,
total_rows: 0,
detected_columns: fallbackColumns,
headers: rawData[0]?.map((h) => String(h)) || [],
preview_rows: [],
rows: [],
warnings: ['Filen innehåller för få rader.'],
}
}
const headers = rawData[0].map((h) => String(h))
const dataRows = rawData.slice(1)
const columns = columnOverrides || detectCustomerColumns(headers)
const rows: ParsedCustomerRow[] = []
const warnings: string[] = []
for (let i = 0; i < dataRows.length; i++) {
const row = dataRows[i]
const name = cellOrNull(row[columns.name_col])
if (!name) continue // skip empty rows silently
const orgNumber = columns.org_number_col !== null
? cellOrNull(row[columns.org_number_col])
: null
const email = columns.email_col !== null
? cellOrNull(row[columns.email_col])
: null
const phone = columns.phone_col !== null
? cellOrNull(row[columns.phone_col])
: null
const addressLine1 = columns.address_line1_col !== null
? cellOrNull(row[columns.address_line1_col])
: null
const addressLine2 = columns.address_line2_col !== null
? cellOrNull(row[columns.address_line2_col])
: null
const postalCode = columns.postal_code_col !== null
? cellOrNull(row[columns.postal_code_col])
: null
const city = columns.city_col !== null
? cellOrNull(row[columns.city_col])
: null
const countryRaw = columns.country_col !== null
? cellOrNull(row[columns.country_col])
: null
const country = normalizeCountry(countryRaw)
const vatNumber = columns.vat_number_col !== null
? cellOrNull(row[columns.vat_number_col])
: null
const paymentTermsRaw = columns.payment_terms_col !== null
? row[columns.payment_terms_col]
: null
const notes = columns.notes_col !== null
? cellOrNull(row[columns.notes_col])
: null
const explicitType = columns.customer_type_col !== null
? normalizeCustomerType(cellOrNull(row[columns.customer_type_col]))
: null
const customerType: CustomerType =
explicitType ?? classifyCustomer({
org_number: orgNumber,
vat_number: vatNumber,
country: countryRaw,
})
const validationErrors: string[] = []
if (email && !EMAIL_RE.test(email)) {
validationErrors.push('Ogiltig e-postadress')
}
if (orgNumber && !/^[\d\s\-]{6,20}$/.test(orgNumber)) {
validationErrors.push('Ogiltigt org-/personnummer')
}
rows.push({
row_index: i + 2, // 1-based + header
name,
customer_type: customerType,
org_number: orgNumber,
email,
phone,
address_line1: addressLine1,
address_line2: addressLine2,
postal_code: postalCode,
city,
country,
vat_number: vatNumber,
default_payment_terms: parsePaymentTerms(paymentTermsRaw, 30),
notes,
is_valid: validationErrors.length === 0,
validation_errors: validationErrors,
})
}
if (rows.length === 0) {
warnings.push('Inga giltiga kundrader hittades. Kontrollera att namnkolumnen är korrekt mappad.')
}
return {
filename,
sheet_name: sheetName,
total_rows: rows.length,
detected_columns: columns,
headers,
preview_rows: dataRows.slice(0, 5),
rows,
warnings,
}
}