Files
accounted/components/onboarding/Step6ConnectBank.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

208 lines
6.9 KiB
TypeScript

'use client'
import { useState } from 'react'
import { useForm } from 'react-hook-form'
import { zodResolver } from '@hookform/resolvers/zod'
import { z } from 'zod'
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card'
import { Button } from '@/components/ui/button'
import { Input } from '@/components/ui/input'
import { Label } from '@/components/ui/label'
import { InfoTooltip } from '@/components/ui/info-tooltip'
import { Loader2, ArrowLeft, Landmark, SkipForward } from 'lucide-react'
const manualBankSchema = z.object({
bank_name: z.string().optional(),
clearing_number: z.string().optional(),
account_number: z.string().optional(),
iban: z.string().optional(),
bic: z.string().optional(),
})
type ManualBankData = z.infer<typeof manualBankSchema>
interface Step6Props {
initialData?: Partial<ManualBankData>
onComplete: (data?: ManualBankData) => void
onBack: () => void
onSkip: () => void
isSaving: boolean
}
export default function Step6ConnectBank({
initialData,
onBack,
onSkip,
onComplete,
isSaving,
}: Step6Props) {
const {
register,
handleSubmit,
} = useForm<ManualBankData>({
resolver: zodResolver(manualBankSchema),
defaultValues: {
bank_name: initialData?.bank_name || '',
clearing_number: initialData?.clearing_number || '',
account_number: initialData?.account_number || '',
iban: initialData?.iban || '',
bic: initialData?.bic || '',
},
})
const onManualSubmit = (data: ManualBankData) => {
onComplete(data)
}
return (
<div className="space-y-6">
<div className="text-center">
<h1 className="text-3xl font-bold tracking-tight">Bankuppgifter</h1>
<p className="text-muted-foreground mt-2">
Ange dina bankuppgifter visas de dina fakturor.
Du kan importera transaktioner från din bank efteråt.
</p>
</div>
<Card>
<CardHeader>
<CardTitle className="flex items-center gap-2">
<Landmark className="h-5 w-5" />
Bankuppgifter för fakturor
</CardTitle>
<CardDescription>
Dessa uppgifter visas dina fakturor att kunder kan betala dig.
</CardDescription>
</CardHeader>
<CardContent>
<form onSubmit={handleSubmit(onManualSubmit)} className="space-y-4">
<div className="space-y-2">
<Label htmlFor="bank_name">Bank</Label>
<Input
id="bank_name"
placeholder="t.ex. Nordea, SEB, Swedbank"
{...register('bank_name')}
/>
</div>
<div className="grid grid-cols-2 gap-4">
<div className="space-y-2">
<InfoTooltip
content={
<div className="space-y-2">
<p className="font-medium">Vad är clearingnummer?</p>
<p>De första 4-5 siffrorna i ditt kontonummer som identifierar din bank.</p>
<ul className="text-xs text-muted-foreground space-y-1">
<li>Nordea: 3300</li>
<li>SEB: 5000</li>
<li>Swedbank: 8XXX</li>
<li>Handelsbanken: 6XXX</li>
<li>Avanza: 9550/9551</li>
</ul>
</div>
}
side="top"
>
<Label htmlFor="clearing_number">Clearingnummer</Label>
</InfoTooltip>
<Input
id="clearing_number"
placeholder="XXXX"
{...register('clearing_number')}
/>
</div>
<div className="space-y-2">
<Label htmlFor="account_number">Kontonummer</Label>
<Input
id="account_number"
placeholder="XXX XXX XXX"
{...register('account_number')}
/>
</div>
</div>
<div className="pt-4 border-t">
<h4 className="font-medium mb-4">Internationella betalningar (valfritt)</h4>
<div className="space-y-4">
<div className="space-y-2">
<InfoTooltip
content={
<div className="space-y-2">
<p className="font-medium">Vad är IBAN?</p>
<p>Internationellt bankkontonummer. Svenska IBAN börjar med SE och har 24 tecken totalt.</p>
</div>
}
side="right"
>
<Label htmlFor="iban">IBAN</Label>
</InfoTooltip>
<Input
id="iban"
placeholder="SE00 0000 0000 0000 0000 0000"
{...register('iban')}
/>
</div>
<div className="space-y-2">
<InfoTooltip
content={
<div className="space-y-2">
<p className="font-medium">Vad är BIC/SWIFT?</p>
<p>Bankens internationella id-kod. Används tillsammans med IBAN för utlandsbetalningar.</p>
</div>
}
side="right"
>
<Label htmlFor="bic">BIC/SWIFT</Label>
</InfoTooltip>
<Input
id="bic"
placeholder="XXXXSESS"
{...register('bic')}
/>
</div>
</div>
</div>
<div className="bg-muted/50 rounded-lg p-4">
<p className="text-sm text-muted-foreground">
Du kan importera kontoutdrag (CSV, XML) från din bank under <strong>Import</strong>-sidan
efter att du slutfört registreringen.
</p>
</div>
<Button type="submit" className="w-full" disabled={isSaving}>
{isSaving ? (
<>
<Loader2 className="mr-2 h-4 w-4 animate-spin" />
Sparar...
</>
) : (
'Spara och slutför'
)}
</Button>
</form>
<div className="flex justify-between pt-4">
<Button
type="button"
variant="ghost"
onClick={onBack}
>
<ArrowLeft className="mr-2 h-4 w-4" />
Tillbaka
</Button>
<Button
type="button"
variant="outline"
onClick={onSkip}
>
<SkipForward className="mr-2 h-4 w-4" />
Hoppa över
</Button>
</div>
</CardContent>
</Card>
</div>
)
}