885f362a29
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>
131 lines
4.2 KiB
TypeScript
131 lines
4.2 KiB
TypeScript
import { createClient } from '@/lib/supabase/server'
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import { NextResponse } from 'next/server'
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import { eventBus } from '@/lib/events'
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import { ensureInitialized } from '@/lib/init'
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import { ingestTransactions, type RawTransaction } from '@/lib/transactions/ingest'
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import { generateExternalId } from '@/lib/import/bank-file/parser'
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import type { ParsedBankTransaction, BankFileFormatId } from '@/lib/import/bank-file/types'
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import type { Transaction } from '@/types'
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ensureInitialized()
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interface ExecuteRequest {
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transactions: ParsedBankTransaction[]
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format: BankFileFormatId
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filename: string
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file_hash: string
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skip_duplicates: boolean
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auto_categorize: boolean
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}
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/**
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* POST /api/import/bank-file/execute
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*
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* Executes the import of confirmed bank transactions.
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* Records import in bank_file_imports, calls ingestTransactions(),
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* emits transaction.synced event.
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*/
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export async function POST(request: Request) {
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const supabase = await createClient()
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const { data: { user } } = await supabase.auth.getUser()
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if (!user) {
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return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
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}
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const body: ExecuteRequest = await request.json()
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const { transactions, format, filename, file_hash, skip_duplicates = true, auto_categorize = true } = body
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if (!transactions || transactions.length === 0) {
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return NextResponse.json({ error: 'No transactions to import' }, { status: 400 })
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}
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try {
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// Create import record
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const { data: importRecord, error: importError } = await supabase
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.from('bank_file_imports')
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.upsert({
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user_id: user.id,
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filename,
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file_hash,
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file_format: format,
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transaction_count: transactions.length,
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status: 'processing',
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date_from: transactions.map(t => t.date).sort()[0] || null,
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date_to: transactions.map(t => t.date).sort().reverse()[0] || null,
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}, {
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onConflict: 'user_id,file_hash',
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})
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.select()
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.single()
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if (importError) {
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console.error('Failed to create import record:', importError)
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return NextResponse.json({ error: 'Failed to create import record' }, { status: 500 })
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}
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// Convert parsed transactions to RawTransaction format
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const rawTransactions: RawTransaction[] = transactions.map((tx, index) => ({
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date: tx.date,
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description: tx.description,
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amount: tx.amount,
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currency: tx.currency || 'SEK',
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external_id: generateExternalId(tx, format, index),
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reference: tx.reference || null,
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import_source: format === 'camt053' ? 'camt053' : `csv_${format}`,
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}))
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// Run ingestion pipeline
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const ingestResult = await ingestTransactions(supabase, user.id, rawTransactions)
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// Update import record with results
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await supabase
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.from('bank_file_imports')
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.update({
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imported_count: ingestResult.imported,
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duplicate_count: ingestResult.duplicates,
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matched_count: ingestResult.auto_matched_invoices,
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status: ingestResult.errors > 0 && ingestResult.imported === 0 ? 'failed' : 'completed',
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error_message: ingestResult.errors > 0
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? `${ingestResult.errors} transactions failed to import`
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: null,
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})
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.eq('id', importRecord.id)
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// Emit event with newly imported transactions
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if (ingestResult.imported > 0 && ingestResult.transaction_ids.length > 0) {
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try {
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const { data: importedTransactions } = await supabase
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.from('transactions')
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.select('*')
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.in('id', ingestResult.transaction_ids)
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if (importedTransactions && importedTransactions.length > 0) {
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await eventBus.emit({
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type: 'transaction.synced',
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payload: {
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transactions: importedTransactions as Transaction[],
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userId: user.id,
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},
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})
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}
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} catch {
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// Non-critical event emission
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}
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}
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return NextResponse.json({
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data: {
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import_id: importRecord.id,
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...ingestResult,
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},
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})
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} catch (error) {
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console.error('Bank file execute error:', error)
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return NextResponse.json(
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{ error: error instanceof Error ? error.message : 'Import failed' },
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{ status: 500 }
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)
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}
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}
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