Files
accounted/components/import/SIEPreviewStep.tsx
T
Jakob Wennberg 5cb8c3c1e4 feat: support contact links and SIE import UX polish (#138)
* feat: event log, pending operations, and MCP staging

- Event log system: persist bus events to event_log table for external
  automation platforms. Batch insert for transaction.synced. Daily
  cleanup cron at 02:00 UTC.
- Pending operations: MCP write tools (categorize, create customer,
  create invoice) now stage to pending_operations instead of executing
  directly. Users review and commit/reject from /pending in the web UI.
- Granskning page: card-based review UI with expandable previews,
  commit/reject dialogs. Only shown in nav when pending ops exist.
- Commit route re-executes using core lib functions (no extension
  imports). Guards against stale state (double-commit, deleted entities).

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: stage new MCP write tools after main merge

Add staging for 4 new write tools from #133:
- mark_invoice_paid, send_invoice, mark_invoice_sent,
  match_transaction_invoice
- Expand pending_operations CHECK constraint
- Add commit executors with full execution logic
- Add UI labels and generic preview component
- Remove confirm parameter from categorize (single-call staging)
- Fix UUID in pending op title (fetch transaction description)
- Hide Granskning nav when no pending ops

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: address PR review feedback

- Fix TS build error: use `select('*, customer:customers(*)')` for
  match_transaction_invoice to avoid array type inference
- Add status guard to commitSendInvoice (prevents duplicate sends)
- Replace auth.admin.getUserById with user email from session auth
- Restore optimistic lock check in commitMatchTransactionInvoice
- Fix tool description typo: expense_software → expense_office

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add support contact links and improve SIE import UX

Add a SupportLink component with a contact dialog throughout the app
(nav, help page, settings, MFA, error pages, empty states). Improve
SIE import flow with phased loading states, structured skip breakdowns,
and an elapsed-time counter. Fix MFA enroll stale factor cleanup and
URL encoding for settings return path.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: address PR review — open redirect, XSS, test cleanup, fallback email

- Validate returnTo is a relative path in MFA enroll (prevents open redirect)
- Add afterEach import to event-log-handler tests (fixes handler leak)
- HTML-escape user-supplied subject and message in support email body
- Replace hardcoded personal email with support@gnubok.se fallback

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 11:14:17 +01:00

336 lines
12 KiB
TypeScript

'use client'
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card'
import { Badge } from '@/components/ui/badge'
import { Button } from '@/components/ui/button'
import { formatCurrency } from '@/lib/utils'
import {
Building2,
Calendar,
FileText,
CheckCircle,
AlertCircle,
XCircle,
ArrowRight,
BarChart3,
Info,
} from 'lucide-react'
import type { ImportPreview, ParseIssue } from '@/lib/import/types'
interface SIEPreviewStepProps {
preview: ImportPreview
issues: ParseIssue[]
missingAccounts: { number: string; name: string }[]
onCreateAccounts: () => Promise<void>
isCreatingAccounts: boolean
onContinue: () => void
onBack: () => void
}
export default function SIEPreviewStep({
preview,
issues,
missingAccounts,
onCreateAccounts,
isCreatingAccounts,
onContinue,
onBack,
}: SIEPreviewStepProps) {
const errors = issues.filter((i) => i.severity === 'error')
const warnings = issues.filter((i) => i.severity === 'warning')
// Only block on actual parsing errors, not unmapped accounts
// (users need to proceed to mapping step to fix unmapped accounts)
const hasBlockingErrors = errors.length > 0
return (
<div className="space-y-6">
{/* Company info */}
<Card>
<CardHeader>
<CardTitle className="flex items-center gap-2">
<Building2 className="h-5 w-5" />
Företagsinformation
</CardTitle>
<CardDescription>Information från SIE-filen</CardDescription>
</CardHeader>
<CardContent>
<div className="grid gap-4 md:grid-cols-2">
<div>
<p className="text-sm text-muted-foreground">Företagsnamn</p>
<p className="font-medium">{preview.companyName || 'Ej angivet'}</p>
</div>
<div>
<p className="text-sm text-muted-foreground">Organisationsnummer</p>
<p className="font-medium">{preview.orgNumber || 'Ej angivet'}</p>
</div>
</div>
</CardContent>
</Card>
{/* Fiscal year */}
<Card>
<CardHeader>
<CardTitle className="flex items-center gap-2">
<Calendar className="h-5 w-5" />
Räkenskapsår
</CardTitle>
</CardHeader>
<CardContent>
<div className="flex items-center gap-4">
<div>
<p className="text-sm text-muted-foreground">Start</p>
<p className="font-medium">
{preview.fiscalYearStart
? new Date(preview.fiscalYearStart).toLocaleDateString('sv-SE')
: 'Okänt'}
</p>
</div>
<ArrowRight className="h-4 w-4 text-muted-foreground" />
<div>
<p className="text-sm text-muted-foreground">Slut</p>
<p className="font-medium">
{preview.fiscalYearEnd
? new Date(preview.fiscalYearEnd).toLocaleDateString('sv-SE')
: 'Okänt'}
</p>
</div>
</div>
</CardContent>
</Card>
{/* Statistics */}
<div className="grid grid-cols-2 gap-4 md:grid-cols-4">
<Card>
<CardContent className="pt-6">
<div className="flex items-center gap-2 text-muted-foreground mb-1">
<FileText className="h-4 w-4" />
<span className="text-sm">Konton</span>
</div>
<p className="text-2xl font-display font-medium tabular-nums">{preview.accountCount}</p>
</CardContent>
</Card>
<Card>
<CardContent className="pt-6">
<div className="flex items-center gap-2 text-muted-foreground mb-1">
<BarChart3 className="h-4 w-4" />
<span className="text-sm">Verifikationer</span>
</div>
<p className="text-2xl font-display font-medium tabular-nums">{preview.voucherCount}</p>
</CardContent>
</Card>
<Card>
<CardContent className="pt-6">
<div className="flex items-center gap-2 text-muted-foreground mb-1">
<span className="text-sm">Transaktionsrader</span>
</div>
<p className="text-2xl font-display font-medium tabular-nums">{preview.transactionLineCount}</p>
</CardContent>
</Card>
<Card>
<CardContent className="pt-6">
<div className="flex items-center gap-2 text-muted-foreground mb-1">
<span className="text-sm">IB Summa</span>
</div>
<p className="text-2xl font-display font-medium tabular-nums">{formatCurrency(preview.openingBalanceTotal)}</p>
</CardContent>
</Card>
</div>
{/* Trial balance check */}
<Card className={preview.trialBalance.isBalanced ? 'border-success/50' : 'border-warning/50'}>
<CardHeader>
<CardTitle className="flex items-center gap-2">
{preview.trialBalance.isBalanced ? (
<CheckCircle className="h-5 w-5 text-success" />
) : (
<AlertCircle className="h-5 w-5 text-warning" />
)}
Balansräkning (IB)
</CardTitle>
</CardHeader>
<CardContent>
<div className="grid gap-4 md:grid-cols-3">
<div>
<p className="text-sm text-muted-foreground">Total debet</p>
<p className="font-medium">{formatCurrency(preview.trialBalance.totalDebit)}</p>
</div>
<div>
<p className="text-sm text-muted-foreground">Total kredit</p>
<p className="font-medium">{formatCurrency(preview.trialBalance.totalCredit)}</p>
</div>
<div>
<p className="text-sm text-muted-foreground">Status</p>
{preview.trialBalance.isBalanced ? (
<Badge variant="default" className="bg-success">Balanserar</Badge>
) : (
<Badge variant="secondary">
Diff: {formatCurrency(preview.trialBalance.totalDebit - preview.trialBalance.totalCredit)}
</Badge>
)}
</div>
</div>
</CardContent>
</Card>
{/* Mapping status */}
<Card
className={
preview.mappingStatus.unmapped > 0
? 'border-destructive/50'
: preview.mappingStatus.lowConfidence > 0
? 'border-warning/50'
: 'border-success/50'
}
>
<CardHeader>
<CardTitle className="flex items-center gap-2">
{preview.mappingStatus.unmapped > 0 ? (
<XCircle className="h-5 w-5 text-destructive" />
) : preview.mappingStatus.lowConfidence > 0 ? (
<AlertCircle className="h-5 w-5 text-warning" />
) : (
<CheckCircle className="h-5 w-5 text-success" />
)}
Kontomappning
</CardTitle>
<CardDescription>
Hur väl kunde kontona i filen matchas mot din kontoplan
</CardDescription>
</CardHeader>
<CardContent>
<div className="grid grid-cols-2 gap-4 md:grid-cols-4">
<div>
<p className="text-sm text-muted-foreground">Totalt</p>
<p className="font-medium">{preview.mappingStatus.total}</p>
</div>
<div>
<p className="text-sm text-muted-foreground">Mappade</p>
<p className="font-medium text-success">{preview.mappingStatus.mapped}</p>
</div>
<div>
<p className="text-sm text-muted-foreground">Ej mappade</p>
<p className={`font-medium ${preview.mappingStatus.unmapped > 0 ? 'text-destructive' : ''}`}>
{preview.mappingStatus.unmapped}
</p>
</div>
<div>
<p className="text-sm text-muted-foreground">Osäkra</p>
<p className={`font-medium ${preview.mappingStatus.lowConfidence > 0 ? 'text-warning' : ''}`}>
{preview.mappingStatus.lowConfidence}
</p>
</div>
</div>
</CardContent>
</Card>
{/* Excluded system accounts info */}
{preview.excludedSystemAccounts.length > 0 && (
<div className="flex items-start gap-2 rounded-lg border bg-muted/50 px-4 py-3 text-sm text-muted-foreground">
<Info className="h-4 w-4 mt-0.5 flex-shrink-0" />
<span>
{preview.excludedSystemAccounts.length} internt systemkonto från källsystemet exkluderades ({preview.excludedSystemAccounts.map((a) => a.number).join(', ')}) inte bokföringskonton
</span>
</div>
)}
{/* Create missing accounts */}
{missingAccounts.length > 0 ? (
<Card className="border-primary/50">
<CardHeader>
<CardTitle className="flex items-center gap-2">
<FileText className="h-5 w-5 text-primary" />
Skapa saknade konton
</CardTitle>
<CardDescription>
{missingAccounts.length} konton från SIE-filen finns inte i din kontoplan ännu.
Klicka nedan för att skapa dem de kopplas sedan automatiskt i nästa steg.
</CardDescription>
</CardHeader>
<CardContent>
<div className="space-y-4">
<div className="max-h-32 overflow-y-auto text-sm space-y-1">
{missingAccounts.slice(0, 10).map((acc) => (
<div key={acc.number} className="flex gap-2 text-muted-foreground">
<span className="font-mono">{acc.number}</span>
<span>{acc.name}</span>
</div>
))}
{missingAccounts.length > 10 && (
<div className="text-muted-foreground">
... och {missingAccounts.length - 10} till
</div>
)}
</div>
<Button
onClick={onCreateAccounts}
disabled={isCreatingAccounts}
className="w-full"
>
{isCreatingAccounts ? (
<>Skapar konton...</>
) : (
<>Skapa {missingAccounts.length} konton</>
)}
</Button>
</div>
</CardContent>
</Card>
) : preview.mappingStatus.mapped === preview.mappingStatus.total && preview.mappingStatus.total > 0 && (
<div className="flex items-center gap-2 rounded-lg border border-success/50 bg-success/5 px-4 py-3 text-sm">
<CheckCircle className="h-4 w-4 text-success flex-shrink-0" />
<span>Alla konton skapade och automatiskt kopplade</span>
</div>
)}
{/* Issues */}
{(errors.length > 0 || warnings.length > 0) && (
<Card className={errors.length > 0 ? 'border-destructive/50' : 'border-warning/50'}>
<CardHeader>
<CardTitle className="flex items-center gap-2">
{errors.length > 0 ? (
<XCircle className="h-5 w-5 text-destructive" />
) : (
<AlertCircle className="h-5 w-5 text-warning" />
)}
{errors.length > 0 ? 'Fel' : 'Varningar'}
</CardTitle>
</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>Rad {issue.line}: {issue.message}</span>
</div>
))}
{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>Rad {issue.line}: {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={hasBlockingErrors}>
{preview.mappingStatus.lowConfidence > 0 || preview.mappingStatus.unmapped > 0
? 'Granska mappningar'
: 'Fortsätt'}
<ArrowRight className="ml-2 h-4 w-4" />
</Button>
</div>
</div>
)
}