Files
accounted/components/import/BankFilePreviewStep.tsx
T
Mattsson 24911abde0 feat(import): support Wise balance statements (#1368)
* feat(import): support Wise balance statements

* fix(import): fail closed on ambiguous Wise rows

* fix(import): guard Wise statement netted-fee assumption with running-balance continuity check

Swedish accounting review asked whether balance-statement Total fees is
netted into Amount. It is: Running Balance moves by exactly the signed
Amount per row, so a separate fee row would double-count the cost. Codify
the assumption with a pairwise continuity warning (order-agnostic, chain
resets across skipped rows) and document the decision.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(api): cap bank-import validation payload and harden issue assertion

CodeRabbit review: bound the VALIDATION_ERROR issues array to 20 entries
with issue_count carrying the full total, so a large malformed file cannot
balloon the response or log sink. Gate stays format-agnostic on purpose:
error severity means do-not-ingest for every parser, and no non-Wise parser
emits per-row errors alongside parsed transactions today.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-03 17:55:09 +02:00

223 lines
8.3 KiB
TypeScript

'use client'
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card'
import { Button } from '@/components/ui/button'
import {
Table,
TableBody,
TableCell,
TableHead,
TableHeader,
TableRow,
} from '@/components/ui/table'
import {
ArrowLeft,
ArrowRight,
AlertTriangle,
Calendar,
TrendingUp,
TrendingDown,
FileText,
} from 'lucide-react'
import { formatCurrency } from '@/lib/utils'
import { summarizeByCurrency } from '@/lib/import/bank-file/currency-summary'
import type { BankFileParseResult } from '@/lib/import/bank-file/types'
interface BankFilePreviewStepProps {
parseResult: BankFileParseResult
onContinue: () => void
onBack: () => void
}
export default function BankFilePreviewStep({
parseResult,
onContinue,
onBack,
}: BankFilePreviewStepProps) {
const { transactions, stats, issues, date_from, date_to } = parseResult
const errors = issues.filter((i) => i.severity === 'error')
const hasIssues = errors.length > 0
const warnings = issues.filter((i) => i.severity === 'warning')
// Wise/camt.053 files can mix currencies per row: the parser-level totals
// sum across currencies, so income/expenses are grouped per currency here.
const currencyTotals = summarizeByCurrency(transactions)
return (
<div className="space-y-6">
{/* Summary cards */}
<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">Transaktioner</span>
</div>
<p className="text-2xl font-display tabular-nums">{stats.parsed_rows}</p>
{stats.skipped_rows > 0 && (
<p className="text-xs text-muted-foreground mt-1">
{stats.skipped_rows} rader hoppades över
</p>
)}
</CardContent>
</Card>
<Card>
<CardContent className="pt-6">
<div className="flex items-center gap-2 text-muted-foreground mb-1">
<Calendar className="h-4 w-4" />
<span className="text-sm">Period</span>
</div>
<p className="text-sm font-medium">
{date_from || '-'} till {date_to || '-'}
</p>
</CardContent>
</Card>
<Card>
<CardContent className="pt-6">
<div className="flex items-center gap-2 text-muted-foreground mb-1">
<TrendingUp className="h-4 w-4" />
<span className="text-sm">Inkomster</span>
</div>
{(currencyTotals.length ? currencyTotals : [{ currency: 'SEK', total_income: 0, total_expenses: 0 }]).map((row) => (
<p key={row.currency} className="text-lg font-display tabular-nums">
{formatCurrency(row.total_income, row.currency)}
</p>
))}
</CardContent>
</Card>
<Card>
<CardContent className="pt-6">
<div className="flex items-center gap-2 text-muted-foreground mb-1">
<TrendingDown className="h-4 w-4" />
<span className="text-sm">Utgifter</span>
</div>
{(currencyTotals.length ? currencyTotals : [{ currency: 'SEK', total_income: 0, total_expenses: 0 }]).map((row) => (
<p key={row.currency} className="text-lg font-display tabular-nums">
{formatCurrency(row.total_expenses, row.currency)}
</p>
))}
</CardContent>
</Card>
</div>
{/* Warnings */}
{warnings.length > 0 && (
<Card>
<CardHeader className="py-3">
<CardTitle className="text-sm flex items-center gap-2 text-warning">
<AlertTriangle className="h-4 w-4" />
{warnings.length} varning{warnings.length !== 1 ? 'ar' : ''}
</CardTitle>
</CardHeader>
<CardContent className="pt-0">
<div className="space-y-1 max-h-32 overflow-y-auto">
{warnings.slice(0, 10).map((issue, i) => (
<p key={i} className="text-xs text-muted-foreground">
Rad {issue.row}: {issue.message}
</p>
))}
{warnings.length > 10 && (
<p className="text-xs text-muted-foreground font-medium">
...och {warnings.length - 10} till
</p>
)}
</div>
</CardContent>
</Card>
)}
{/* Transaction preview table */}
<Card>
<CardHeader>
<CardTitle className="text-base">Transaktioner</CardTitle>
<CardDescription>
Förhandsgranskning av de {Math.min(transactions.length, 50)} första transaktionerna
</CardDescription>
</CardHeader>
<CardContent>
<div className="rounded-md border max-h-96 overflow-x-auto overflow-y-auto">
<Table>
<TableHeader>
<TableRow>
<TableHead className="w-28">Datum</TableHead>
<TableHead>Beskrivning</TableHead>
<TableHead className="text-right w-32">Belopp</TableHead>
{transactions.some((t) => t.balance != null) && (
<TableHead className="text-right w-32">Saldo</TableHead>
)}
{transactions.some((t) => t.reference) && (
<TableHead className="w-32">Referens</TableHead>
)}
</TableRow>
</TableHeader>
<TableBody>
{transactions.slice(0, 50).map((tx, i) => (
<TableRow key={i}>
<TableCell className="font-mono text-sm">{tx.date}</TableCell>
<TableCell className="text-sm">{tx.description}</TableCell>
<TableCell
className="text-right font-mono text-sm"
>
{formatCurrency(tx.amount, tx.currency || 'SEK')}
</TableCell>
{transactions.some((t) => t.balance != null) && (
<TableCell className="text-right font-mono text-sm text-muted-foreground">
{tx.balance != null ? formatCurrency(tx.balance, tx.currency || 'SEK') : '-'}
</TableCell>
)}
{transactions.some((t) => t.reference) && (
<TableCell className="font-mono text-sm text-muted-foreground">
{tx.reference ? tx.reference : '-'}
</TableCell>
)}
</TableRow>
))}
</TableBody>
</Table>
</div>
{transactions.length > 50 && (
<p className="text-sm text-muted-foreground mt-2 text-center">
Visar 50 av {transactions.length} transaktioner
</p>
)}
</CardContent>
</Card>
{/* Error blocking continuation */}
{hasIssues && (
<Card className="border-destructive">
<CardContent className="pt-6">
<div className="flex gap-3">
<AlertTriangle className="h-5 w-5 text-destructive flex-shrink-0 mt-0.5" />
<div className="min-w-0 space-y-2">
<p className="font-medium text-destructive">Filen innehåller fel som förhindrar import</p>
<div className="max-h-32 space-y-1 overflow-y-auto">
{errors.map((issue, i) => (
<p key={i} className="text-xs text-muted-foreground">
Rad {issue.row}: {issue.message}
</p>
))}
</div>
</div>
</div>
</CardContent>
</Card>
)}
{/* Navigation */}
<div className="flex flex-col-reverse gap-3 sm:flex-row sm:justify-between">
<Button variant="outline" className="min-h-11" onClick={onBack}>
<ArrowLeft className="mr-2 h-4 w-4" />
Tillbaka
</Button>
<Button className="min-h-11" onClick={onContinue} disabled={hasIssues || transactions.length === 0}>
Fortsätt
<ArrowRight className="ml-2 h-4 w-4" />
</Button>
</div>
</div>
)
}