Files
accounted/components/import/BankFileResultStep.tsx
T
Jakob Wennberg 885f362a29 feat: add bank file import as core, move Enable Banking to extension
Replace PSD2 bank integration as the default with file-based bank
import (CSV/XML), which better suits Swedish sole traders and small
companies. Enable Banking is now an opt-in extension.

- Phase 1: Extract generic transaction ingestion service (ingest.ts)
  with dedup, auto-categorization, and OCR-based invoice matching
- Phase 2: Bank file parser library supporting Nordea, SEB, Swedbank,
  Handelsbanken CSV formats and ISO 20022 camt.053 XML
- Phase 3: Database migration adding import_source, reference columns
  and bank_file_imports tracking table
- Phase 4: Import wizard UI (5-step flow) and API routes for parse/execute
- Phase 5: Move Enable Banking to extensions/enable-banking/ with
  commented-out loader entry for opt-in activation
- Phase 6: 104 new tests (ingestion + all parser formats), fixing
  Nordea detection overlap and camt.053 XML tag collision bugs

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-20 14:21:28 +01:00

167 lines
5.8 KiB
TypeScript

'use client'
import Link from 'next/link'
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card'
import { Button } from '@/components/ui/button'
import {
CheckCircle,
XCircle,
FileText,
Link2,
Sparkles,
Copy,
ArrowRight,
RotateCcw,
ExternalLink,
} from 'lucide-react'
import type { IngestResult } from '@/lib/transactions/ingest'
interface BankFileResultStepProps {
result: IngestResult
onNewImport: () => void
}
export default function BankFileResultStep({
result,
onNewImport,
}: BankFileResultStepProps) {
const isSuccess = result.imported > 0 || result.duplicates > 0
return (
<div className="space-y-6">
{/* Status header */}
<Card className={isSuccess ? 'border-green-300' : 'border-destructive/50'}>
<CardHeader>
<CardTitle className="flex items-center gap-2">
{isSuccess ? (
<>
<CheckCircle className="h-6 w-6 text-green-600" />
Import genomförd
</>
) : (
<>
<XCircle className="h-6 w-6 text-destructive" />
Import misslyckades
</>
)}
</CardTitle>
<CardDescription>
{isSuccess
? `${result.imported} transaktioner importerades framgångsrikt.`
: `${result.errors} fel uppstod under importen.`}
</CardDescription>
</CardHeader>
</Card>
{/* Stats */}
<div className="grid 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">Importerade</span>
</div>
<p className="text-2xl font-bold text-green-600">{result.imported}</p>
</CardContent>
</Card>
<Card>
<CardContent className="pt-6">
<div className="flex items-center gap-2 text-muted-foreground mb-1">
<Copy className="h-4 w-4" />
<span className="text-sm">Dubletter</span>
</div>
<p className="text-2xl font-bold text-muted-foreground">{result.duplicates}</p>
</CardContent>
</Card>
<Card>
<CardContent className="pt-6">
<div className="flex items-center gap-2 text-muted-foreground mb-1">
<Sparkles className="h-4 w-4" />
<span className="text-sm">Auto-kategoriserade</span>
</div>
<p className="text-2xl font-bold">{result.auto_categorized}</p>
</CardContent>
</Card>
<Card>
<CardContent className="pt-6">
<div className="flex items-center gap-2 text-muted-foreground mb-1">
<Link2 className="h-4 w-4" />
<span className="text-sm">Fakturamatchade</span>
</div>
<p className="text-2xl font-bold">{result.auto_matched_invoices}</p>
</CardContent>
</Card>
</div>
{/* Next steps */}
{isSuccess && (
<Card className="bg-muted/50">
<CardHeader>
<CardTitle className="text-base">Nästa steg</CardTitle>
</CardHeader>
<CardContent className="space-y-4">
<div className="flex items-start gap-3">
<div className="w-6 h-6 rounded-full bg-primary text-primary-foreground flex items-center justify-center text-sm font-medium flex-shrink-0">
1
</div>
<div>
<p className="font-medium">Granska okategoriserade transaktioner</p>
<p className="text-sm text-muted-foreground">
{result.imported - result.auto_categorized > 0
? `${result.imported - result.auto_categorized} transaktioner behöver kategoriseras manuellt.`
: 'Alla transaktioner kategoriserades automatiskt.'}
</p>
</div>
</div>
<div className="flex items-start gap-3">
<div className="w-6 h-6 rounded-full bg-primary text-primary-foreground flex items-center justify-center text-sm font-medium flex-shrink-0">
2
</div>
<div>
<p className="font-medium">Bekräfta fakturamatchningar</p>
<p className="text-sm text-muted-foreground">
{result.auto_matched_invoices > 0
? `${result.auto_matched_invoices} transaktioner matchades mot fakturor. Bekräfta dessa på transaktionssidan.`
: 'Inga automatiska fakturamatchningar hittades.'}
</p>
</div>
</div>
<div className="flex items-start gap-3">
<div className="w-6 h-6 rounded-full bg-primary text-primary-foreground flex items-center justify-center text-sm font-medium flex-shrink-0">
3
</div>
<div>
<p className="font-medium">Importera fler kontoutdrag</p>
<p className="text-sm text-muted-foreground">
Importera löpande kontoutdrag för att hålla bokföringen uppdaterad.
</p>
</div>
</div>
</CardContent>
</Card>
)}
{/* Actions */}
<div className="flex justify-between">
<Button variant="outline" onClick={onNewImport}>
<RotateCcw className="mr-2 h-4 w-4" />
Ny import
</Button>
<div className="flex gap-2">
{isSuccess && (
<Button asChild>
<Link href="/transactions">
Visa transaktioner
<ArrowRight className="ml-2 h-4 w-4" />
</Link>
</Button>
)}
</div>
</div>
</div>
)
}