Mattsson
f33628f005
* feat(import): say in the SIE wizard that the chart and fiscal year come along The preview scored the file's accounts against the BAS reference and said "matchas mot din kontoplan", so a consultant with a 41-account seeded company read "150 mappade" as "the file's chart replaces mine". A fiscal-year overlap with a non-empty period was only refused after the mapping step. - Parse route adds preview.chart (accounts new to THIS company vs already present, with a sample) via planChartChanges, and preview.fiscalYear from precheckFiscalPeriod: the containment/overlap verdict extracted out of ensureFiscalPeriod, which now consumes it, so preview and import cannot drift. - Preview card renamed to Kontoplan with the counts and the fiscal-year verdict (match / create / conflict with the import's own refusal text). - Review step lists the chart among "Vad händer när du importerar?". - executeSIEImport reports accountsCreated from the account sync; the result grid gets a Konton skapade card. No import logic changed; no migration. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_014MgxEaU52nJgDQA41svdtC * fix(import): preview refuses what the import refuses, and the chart card survives "Skapa saknade konton" Skeptic pass on #2307 refuted the first cut twice: - "Skapas vid import" was shown for a #RAR the import then refuses under BFL 3 kap. (19 months, non-month-end finish, mid-month start after an earlier year). The shape rules move into precheckFiscalPeriod as a fourth verdict 'invalid' with the same refusal text; ensureFiscalPeriod stays a consumer of one verdict, same query order. - The Kontoplan card counted unmapped sources under "Läggs till" and kept listing them after the create button, while the result said 0 created. planChartChanges (now client-safe in lib/import/chart-plan.ts) counts mapped targets only; the create button moves those accounts from "Ej mappade" to "Finns redan" in place. - The review line claimed existing accounts keep their name unless you opt in; the switch defaults to on. Reworded to match. - Sample names follow the file for identity mappings, as the sync does. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_014MgxEaU52nJgDQA41svdtC --------- Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
487 lines
20 KiB
TypeScript
487 lines
20 KiB
TypeScript
'use client'
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import { useState } from 'react'
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import { useTranslations } from 'next-intl'
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import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card'
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import { Badge } from '@/components/ui/badge'
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import { Button } from '@/components/ui/button'
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import { Checkbox } from '@/components/ui/checkbox'
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import { formatCurrency } from '@/lib/utils'
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import {
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Calendar,
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FileText,
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CheckCircle,
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AlertCircle,
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XCircle,
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ArrowRight,
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BarChart3,
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Info,
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Briefcase,
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} from 'lucide-react'
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import type { ImportPreview, ParseIssue } from '@/lib/import/types'
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interface SIEPreviewStepProps {
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preview: ImportPreview
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issues: ParseIssue[]
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missingAccounts: { number: string; name: string }[]
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onCreateAccounts: () => Promise<void>
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isCreatingAccounts: boolean
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onContinue: () => void
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onBack: () => void
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/**
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* Opens the manual "Ingående balanser" wizard (issue #2082). Offered next to
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* the IB-imbalance acknowledgement so a user who rightly hesitates to book an
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* unexplained amount to 2099 has somewhere to go other than support.
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*/
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onOpenManualOpeningBalances?: () => void
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}
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export default function SIEPreviewStep({
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preview,
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issues,
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missingAccounts,
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onCreateAccounts,
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isCreatingAccounts,
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onContinue,
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onBack,
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onOpenManualOpeningBalances,
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}: SIEPreviewStepProps) {
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const t = useTranslations('import')
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const errors = issues.filter((i) => i.severity === 'error')
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const warnings = issues.filter((i) => i.severity === 'warning')
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// Both blocks are optional: a preview built by an older parse response
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// lacks them, and the card then falls back to the BAS-reference counts.
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const chart = preview.chart
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const fiscalYear = preview.fiscalYear
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// Both refusals carry the import's own text: an overlap with a period that
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// has content, or #RAR dates that break a BFL 3 kap. shape rule.
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const fiscalYearRefused =
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fiscalYear?.verdict === 'conflict' || fiscalYear?.verdict === 'invalid'
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// Opening-balance imbalance. The importer plugs any diff > 0.01 to 2099, but a
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// diff under ~1 SEK is genuine öresavrundning. Anything larger is a real
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// imbalance (incomplete export: missing liabilities / unappropriated prior-year
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// result) that would silently book a bogus amount to 2099. Mirrors the importer's
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// own `fileImbalance > 1.00` "serious" threshold (lib/import/sie-import.ts).
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const ibDiff = Math.round((preview.trialBalance.totalDebit - preview.trialBalance.totalCredit) * 100) / 100
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const significantImbalance = !preview.trialBalance.isBalanced && Math.abs(ibDiff) > 1
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const [ackImbalance, setAckImbalance] = useState(false)
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// Only block on actual parsing errors, not unmapped accounts
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// (users need to proceed to mapping step to fix unmapped accounts).
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// A significant IB imbalance is a soft block: the user must acknowledge it.
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const hasBlockingErrors = errors.length > 0
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const blockContinue = hasBlockingErrors || (significantImbalance && !ackImbalance)
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return (
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<div className="space-y-6">
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{/* Company info */}
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<Card>
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<CardHeader>
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<CardTitle className="flex items-center gap-2">
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<Briefcase className="h-5 w-5" />
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Företagsinformation
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</CardTitle>
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<CardDescription>Information från SIE-filen</CardDescription>
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</CardHeader>
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<CardContent>
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<div className="grid gap-4 md:grid-cols-2">
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<div>
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<p className="text-sm text-muted-foreground">Företagsnamn</p>
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<p className="font-medium">{preview.companyName || 'Ej angivet'}</p>
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</div>
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<div>
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<p className="text-sm text-muted-foreground">Organisationsnummer</p>
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<p className="font-medium">{preview.orgNumber || 'Ej angivet'}</p>
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</div>
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</div>
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</CardContent>
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</Card>
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{/* Fiscal year */}
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<Card className={fiscalYearRefused ? 'border-destructive/50' : undefined}>
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<CardHeader>
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<CardTitle className="flex items-center gap-2">
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<Calendar className="h-5 w-5" />
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Räkenskapsår
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</CardTitle>
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</CardHeader>
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<CardContent>
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<div className="flex items-center gap-4">
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<div>
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<p className="text-sm text-muted-foreground">Start</p>
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<p className="font-medium">
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{preview.fiscalYearStart ?? 'Okänt'}
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</p>
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</div>
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<ArrowRight className="h-4 w-4 text-muted-foreground" />
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<div>
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<p className="text-sm text-muted-foreground">Slut</p>
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<p className="font-medium">
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{preview.fiscalYearEnd ?? 'Okänt'}
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</p>
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</div>
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{fiscalYear && (fiscalYear.verdict === 'match' || fiscalYear.verdict === 'create') && (
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<span className="ml-auto text-sm text-muted-foreground">
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{fiscalYear.verdict === 'match'
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? t('fiscal_year_match')
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: fiscalYear.replacesEmptyPeriodId
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? t('fiscal_year_create_replaces')
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: t('fiscal_year_create')}
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</span>
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)}
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</div>
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{fiscalYear && (fiscalYear.verdict === 'conflict' || fiscalYear.verdict === 'invalid') && (
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<div className="mt-4 flex items-start gap-2 text-sm text-destructive">
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<XCircle className="h-4 w-4 mt-0.5 flex-shrink-0" />
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<span>{fiscalYear.message}</span>
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</div>
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)}
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</CardContent>
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</Card>
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{/* Statistics */}
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<div className="grid grid-cols-2 gap-4 md:grid-cols-4">
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<Card>
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<CardContent className="pt-6">
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<div className="flex items-center gap-2 text-muted-foreground mb-1">
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<FileText className="h-4 w-4" />
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<span className="text-sm">Konton</span>
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</div>
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<p className="text-2xl font-display tabular-nums">{preview.accountCount}</p>
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</CardContent>
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</Card>
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<Card>
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<CardContent className="pt-6">
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<div className="flex items-center gap-2 text-muted-foreground mb-1">
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<BarChart3 className="h-4 w-4" />
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<span className="text-sm">Verifikationer</span>
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</div>
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<p className="text-2xl font-display tabular-nums">{preview.voucherCount}</p>
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</CardContent>
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</Card>
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<Card>
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<CardContent className="pt-6">
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<div className="flex items-center gap-2 text-muted-foreground mb-1">
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<span className="text-sm">Transaktionsrader</span>
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</div>
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<p className="text-2xl font-display tabular-nums">{preview.transactionLineCount}</p>
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</CardContent>
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</Card>
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<Card>
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<CardContent className="pt-6">
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<div className="flex items-center gap-2 text-muted-foreground mb-1">
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<span className="text-sm">IB, summa debet</span>
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</div>
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<p className="text-2xl font-display tabular-nums">{formatCurrency(preview.openingBalanceTotal)}</p>
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<p className="mt-1 text-xs text-muted-foreground">
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Summan av alla debetsaldon i ingående balans, inte ett enskilt kontosaldo.
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</p>
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</CardContent>
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</Card>
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</div>
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{/* Trial balance check */}
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<Card className={preview.trialBalance.isBalanced ? 'border-success/50' : 'border-border'}>
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<CardHeader>
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<CardTitle className="flex items-center gap-2">
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{preview.trialBalance.isBalanced ? (
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<CheckCircle className="h-5 w-5 text-success" />
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) : (
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<AlertCircle className="h-5 w-5 text-warning" />
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)}
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Balansräkning (IB)
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</CardTitle>
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</CardHeader>
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<CardContent>
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<div className="grid gap-4 md:grid-cols-3">
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<div>
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<p className="text-sm text-muted-foreground">Total debet</p>
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<p className="font-medium">{formatCurrency(preview.trialBalance.totalDebit)}</p>
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</div>
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<div>
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<p className="text-sm text-muted-foreground">Total kredit</p>
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<p className="font-medium">{formatCurrency(preview.trialBalance.totalCredit)}</p>
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</div>
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<div>
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<p className="text-sm text-muted-foreground">Status</p>
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{preview.trialBalance.isBalanced ? (
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<Badge variant="success">Balanserar</Badge>
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) : (
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<Badge variant="secondary">
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Diff: {formatCurrency(ibDiff)}
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</Badge>
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)}
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</div>
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</div>
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{/* Significant imbalance: explain + require acknowledgement before continuing */}
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{significantImbalance && (
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<div className="mt-4 space-y-3 rounded-lg border border-border bg-muted/30 px-4 py-3">
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<div className="flex items-start gap-2 text-sm">
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<AlertCircle className="h-4 w-4 text-warning mt-0.5 flex-shrink-0" />
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<div className="space-y-1">
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<p className="font-medium text-warning">
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Ingående balanser balanserar inte ({formatCurrency(Math.abs(ibDiff))})
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</p>
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<p className="text-muted-foreground">
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Vanligaste orsaken är att föregående års resultat aldrig fördes över till
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eget kapital i det gamla programmet. SpeedLedger parkerar det till exempel på
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egna 9xxx-konton (9030/9031 Obokat resultat), och då summerar inte filens
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ingående balanser till noll: differensen är det oförda resultatet. En annan
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orsak är en ofullständig export, till exempel att skulder saknas.
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</p>
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<p className="text-muted-foreground">
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Rätta i källsystemet och ladda upp filen på nytt, eller lägg in de ingående
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balanserna för hand i guiden Ingående balanser, där du kan rätta raderna
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själv innan de bokförs (den här filen importeras då inte). Fortsätter du ändå
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bokförs differensen på konto 2099 (Årets resultat), vilket nästan alltid blir
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fel.
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</p>
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{onOpenManualOpeningBalances && (
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<Button
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type="button"
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variant="outline"
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size="sm"
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className="mt-1"
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onClick={onOpenManualOpeningBalances}
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>
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Lägg in ingående balanser för hand
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<ArrowRight className="ml-2 h-4 w-4" />
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</Button>
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)}
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</div>
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</div>
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<label className="flex items-start gap-2 text-sm cursor-pointer">
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<Checkbox
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checked={ackImbalance}
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onCheckedChange={(v) => setAckImbalance(v === true)}
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className="mt-0.5"
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/>
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<span className="text-muted-foreground">
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Jag förstår att differensen bokförs på 2099 och vill fortsätta ändå.
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</span>
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</label>
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</div>
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)}
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</CardContent>
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</Card>
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{/* Mapping status */}
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<Card
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className={
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preview.mappingStatus.unmapped > 0
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? 'border-destructive/50'
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: preview.mappingStatus.lowConfidence > 0
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? 'border-border'
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: 'border-success/50'
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}
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>
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<CardHeader>
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<CardTitle className="flex items-center gap-2">
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{preview.mappingStatus.unmapped > 0 ? (
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<XCircle className="h-5 w-5 text-destructive" />
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) : preview.mappingStatus.lowConfidence > 0 ? (
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<AlertCircle className="h-5 w-5 text-warning" />
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) : (
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<CheckCircle className="h-5 w-5 text-success" />
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)}
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{t('chart_card_title')}
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</CardTitle>
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<CardDescription>
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{chart
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? t('chart_summary', { toCreate: chart.toCreate, existing: chart.existing })
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: 'Hur väl kunde kontona i filen matchas mot din kontoplan'}
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</CardDescription>
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</CardHeader>
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<CardContent>
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<div className="grid grid-cols-2 gap-4 md:grid-cols-4">
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{chart ? (
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<>
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<div>
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<p className="text-sm text-muted-foreground">{t('chart_to_create')}</p>
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<p className="font-medium tabular-nums">{chart.toCreate}</p>
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</div>
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<div>
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<p className="text-sm text-muted-foreground">{t('chart_existing')}</p>
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<p className="font-medium tabular-nums">{chart.existing}</p>
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</div>
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</>
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) : (
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<>
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<div>
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<p className="text-sm text-muted-foreground">Totalt</p>
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<p className="font-medium">{preview.mappingStatus.total}</p>
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</div>
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<div>
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<p className="text-sm text-muted-foreground">Mappade</p>
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<p className="font-medium text-success">{preview.mappingStatus.mapped}</p>
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</div>
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</>
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)}
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<div>
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<p className="text-sm text-muted-foreground">Ej mappade</p>
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<p className={`font-medium tabular-nums ${preview.mappingStatus.unmapped > 0 ? 'text-destructive' : ''}`}>
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{preview.mappingStatus.unmapped}
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</p>
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</div>
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<div>
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<p className="text-sm text-muted-foreground">Osäkra</p>
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<p className={`font-medium tabular-nums ${preview.mappingStatus.lowConfidence > 0 ? 'text-warning' : ''}`}>
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{preview.mappingStatus.lowConfidence}
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</p>
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</div>
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</div>
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{chart && chart.sample.length > 0 && (
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<div className="mt-4 space-y-1 text-sm">
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{chart.sample.map((acc) => (
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<div key={acc.number} className="flex gap-2 text-muted-foreground">
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<span className="font-mono">{acc.number}</span>
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<span>{acc.name}</span>
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</div>
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))}
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{chart.toCreate > chart.sample.length && (
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<div className="text-muted-foreground">
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{t('chart_sample_more', { count: chart.toCreate - chart.sample.length })}
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</div>
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)}
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</div>
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)}
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</CardContent>
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</Card>
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{/* Excluded system accounts info */}
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{preview.excludedSystemAccounts.length > 0 && (
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<div className="flex items-start gap-2 rounded-lg border bg-muted/50 px-4 py-3 text-sm text-muted-foreground">
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<Info className="h-4 w-4 mt-0.5 flex-shrink-0" />
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<span>
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{preview.excludedSystemAccounts.length} internt systemkonto från källsystemet exkluderades ({preview.excludedSystemAccounts.map((a) => a.number).join(', ')}), inte bokföringskonton
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</span>
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</div>
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)}
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{/* Create missing accounts */}
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{missingAccounts.length > 0 ? (
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<Card className="border-primary/50">
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<CardHeader>
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<CardTitle className="flex items-center gap-2">
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<FileText className="h-5 w-5 text-primary" />
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Skapa saknade konton
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</CardTitle>
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<CardDescription>
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{missingAccounts.length} konton från SIE-filen finns inte i din kontoplan ännu.
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Klicka nedan för att skapa dem: de kopplas sedan automatiskt i nästa steg.
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</CardDescription>
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</CardHeader>
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<CardContent>
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<div className="space-y-4">
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<div className="max-h-32 overflow-y-auto text-sm space-y-1">
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{missingAccounts.slice(0, 10).map((acc) => (
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<div key={acc.number} className="flex gap-2 text-muted-foreground">
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<span className="font-mono">{acc.number}</span>
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<span>{acc.name}</span>
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</div>
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))}
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{missingAccounts.length > 10 && (
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<div className="text-muted-foreground">
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... och {missingAccounts.length - 10} till
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</div>
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)}
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</div>
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<Button
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onClick={onCreateAccounts}
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disabled={isCreatingAccounts}
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className="w-full"
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>
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{isCreatingAccounts ? (
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<>Skapar konton...</>
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) : (
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<>Skapa {missingAccounts.length} konton</>
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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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) : preview.mappingStatus.mapped === preview.mappingStatus.total && preview.mappingStatus.total > 0 && (
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<div className="flex items-center gap-2 rounded-lg border border-success/50 bg-success/5 px-4 py-3 text-sm">
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<CheckCircle className="h-4 w-4 text-success flex-shrink-0" />
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<span>Alla konton skapade och automatiskt kopplade</span>
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</div>
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)}
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{/* Errors */}
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{errors.length > 0 && (
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<Card className="border-destructive/50">
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<CardHeader>
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|
<CardTitle className="flex items-center gap-2">
|
|
<XCircle className="h-5 w-5 text-destructive" />
|
|
Tolkningsfel ({errors.length})
|
|
</CardTitle>
|
|
<CardDescription>
|
|
Dessa fel hittades under tolkningen av SIE-filen och kan påverka importresultatet.
|
|
</CardDescription>
|
|
</CardHeader>
|
|
<CardContent>
|
|
<div className="space-y-2 max-h-48 overflow-y-auto">
|
|
{errors.map((issue, i) => (
|
|
<div key={`error-${i}`} className="text-sm flex gap-2 text-destructive">
|
|
<XCircle className="h-4 w-4 flex-shrink-0 mt-0.5" />
|
|
<span>
|
|
<span className="font-mono text-xs opacity-70">Rad {issue.line}</span>{' '}
|
|
{issue.message}
|
|
</span>
|
|
</div>
|
|
))}
|
|
</div>
|
|
</CardContent>
|
|
</Card>
|
|
)}
|
|
|
|
{/* Warnings */}
|
|
{warnings.length > 0 && (
|
|
<Card className="border-border">
|
|
<CardHeader>
|
|
<CardTitle className="flex items-center gap-2">
|
|
<AlertCircle className="h-5 w-5 text-warning" />
|
|
Varningar ({warnings.length})
|
|
</CardTitle>
|
|
<CardDescription>
|
|
Dessa varningar blockerar inte importen men bör granskas.
|
|
</CardDescription>
|
|
</CardHeader>
|
|
<CardContent>
|
|
<div className="space-y-2 max-h-48 overflow-y-auto">
|
|
{warnings.map((issue, i) => (
|
|
<div key={`warning-${i}`} className="text-sm flex gap-2 text-warning">
|
|
<AlertCircle className="h-4 w-4 flex-shrink-0 mt-0.5" />
|
|
<span>
|
|
<span className="font-mono text-xs opacity-70">Rad {issue.line}</span>{' '}
|
|
{issue.message}
|
|
</span>
|
|
</div>
|
|
))}
|
|
</div>
|
|
</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={onContinue} disabled={blockContinue}>
|
|
{preview.mappingStatus.lowConfidence > 0 || preview.mappingStatus.unmapped > 0
|
|
? 'Granska mappningar'
|
|
: 'Fortsätt'}
|
|
<ArrowRight className="ml-2 h-4 w-4" />
|
|
</Button>
|
|
</div>
|
|
</div>
|
|
)
|
|
}
|