a7be1aab17
* feat: import system improvements, INK2 fix, and Swedish text corrections - SIE parser: Windows-1252 and CP437 encoding detection and decoding - Bank file parser: add Nordea Business (Företag) CSV format - Bank file parser: improve format detection for SEB, Länsförsäkringar, generic CSV - INK2 engine: calculate årets resultat (7222) from income statement for open fiscal years - Dashboard: parallel Supabase queries, simplified dashboard page - Fix Swedish characters (å, ä, ö) in BAS data descriptions, validation messages, AI consent disclosures - Import wizard UI improvements across all steps - Migration: add 'bas_range' match type to sie_account_mappings constraint - Extensive new tests for SIE parser encoding and bank file parser Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: arcim migration wizard UX fixes, Sentry setup, and extension scaffolding Arcim migration wizard improvements: - Progress bar now excludes non-interactive steps (migrating/result) - Fix OAuth text to match target="_blank" behavior (new tab, not redirect) - Display month names instead of "Månad X" in preview - Fix Swedish typo "förifylla" in no-company-info message - Replace native checkboxes with shadcn Switch in options step - Add ConfirmationDialog before starting migration - Show progress percentage during migration - Add "Nästa steg" guidance and navigation links in result step - Add "Försök igen" button in error state (returns to options) - Add Bokio company ID help text (GUID from URL) - Add Fortnox integration add-on hint on connection failure Also includes: SIE import system improvements, INK2 fixes, Swedish text corrections, Sentry error tracking setup, and arcim-migration extension scaffolding. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: address PR review feedback - Fix OAuth error recovery blank page (restore provider from URL params) - Pass real userId to MigrationWizard instead of empty string - Remove ~50 debug console.log statements from sie-import.ts - Fix comment referencing account 3740 → 3741 Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: comprehensive UI design audit and normalization Dashboard audit: - Fix muted-foreground contrast (4.31:1 → 5.08:1) for WCAG AA - Add prefers-reduced-motion media query for all animations - Replace border-l-2 accent anti-pattern with subtle full-border colors - Add aria-expanded to toggle buttons, role="status" to live counters - Fix touch targets on deadline buttons (28px → 36px) - Vary section spacing for rhythm (mb-12/mb-10/mb-8) - Remove unused imports and dead code Transactions audit + hardening: - Add pagination (200 per page) with "Ladda fler" button - Replace height animation with transform-only exit animation - Show batch progress in floating action bar during processing - Fix batch bar mobile overlap (bottom-20 on mobile) - Replace clickable badges with proper button elements - Add safe area padding to fullscreen swipe view - Add response.ok check to suggestion fetch - Add truncation to invoice number buttons Invoicing audit: - Remove border-l-4 accent pattern from invoice cards - Replace string concatenation with cn() utility Systemic sweep (34 files): - All page headings: font-bold → font-display font-medium (Fraunces) - All stat numbers: font-bold → font-display font-medium tabular-nums - All hard-coded blue/amber/emerald colors → design tokens - Remove all dark mode overrides (tokens handle automatically) - Tint pure white card background to 99% Design context added to CLAUDE.md with brand personality, aesthetic direction, and 5 design principles. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: bookkeeping flow audit — design system, accessibility, UX - Replace raw <select> with shadcn Select component (JournalEntryForm) - Add confirmation dialog for account deletion (ChartOfAccountsManager) - Remove console.error from production code (JournalEntryList, JournalEntryForm) - Fix contradictory h-7/min-h-[44px] button sizing → h-10 (ChartOfAccountsManager) - Increase BAS catalog "Lägg till" touch target h-7 → h-9 - Improve loading state with spinner (JournalEntryList) - Improve empty state with icon, description, and guidance (JournalEntryList) - Add response.ok check on journal entry fetch - Add aria-expanded to entry expand buttons - Add tabular-nums to desktop debit/credit columns Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: onboarding and empty state improvements Onboarding: - Replace font-serif with font-display (Fraunces) for brand consistency - Remove console.error calls from production code Empty states: - Fix broken /transactions/new link in EmptyTransactions (route doesn't exist) - Add actionHref fallback to EmptyCustomers when no onAction prop provided - Improve EmptyTransactions description copy Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: clarify Swedish UX copy — terminology, errors, descriptions Terminology consistency: - "Försenad" → "Förfallen" for overdue invoices (customers/[id]) - "bokföringsorder" → actionable description in bookkeeping page - "verifikation har bifogats" → "underlag har bifogats" in doc warning - "Fortsätt ändå" → "Bokför utan underlag" (specific action) Error messages — replace generic "Fel" + "Något gick fel" with specific: - "Något gick fel vid bokföring" → "Transaktionen kunde inte bokföras" - "Något gick fel vid matchning" → "Transaktionen kunde inte matchas" - "Kunde inte hämta X" → "Kunde inte ladda X" + recovery hint - Add "Försök igen" guidance to all error toasts Page descriptions — replace redundant with actionable: - Invoices: "Skapa och hantera" → "Skicka, följ betalningar, skapa kreditnotor" - Bookkeeping: list of features → actionable description Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: design critique — dashboard affordance, reports description Dashboard: - Add ChevronRight indicator to clickable summary cards (Att få betalt, Koppla bank) to distinguish from static cards - Add cursor-pointer to linked cards Reports: - Replace feature list description with actionable guidance "Huvudbok, grundbok..." → "Generera skattedeklarationer..." Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: replace generic "Fel" error toasts with specific messages Deadlines: 5 generic "Fel" → specific per-action titles (create, toggle, edit, delete, load) Expenses detail: 5 generic "Fel" → specific per-action titles (load, approve, pay, credit, delete) Expenses new: 3 generic "Fel" → instructional validation messages (supplier name, supplier selection, invoice number) Customers: 1 generic "Fel" → specific load error with recovery hint All error toasts now follow pattern: title = what failed, description = how to recover Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: replace all remaining generic "Fel" error toasts (37 instances) Systematic sweep across 12 dashboard pages replacing generic title: 'Fel' with context-specific error titles: - Load errors: "Kunde inte ladda [resurs]" - Action errors: "[Åtgärd] misslyckades" - Validation: "[Fält] saknas" Every error toast now tells the user what failed without needing to read the description. Recovery hints added where missing. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: import flow — normalize stat typography, remove console.warn - Replace font-bold with font-display font-medium on 13 stat numbers across SIEPreviewStep, BankFilePreviewStep, BankFileConfirmStep, ImportResultStep (missed by systemic sweep since these are in components/import/, not app/(dashboard)/) - Add tabular-nums to stat numbers displaying counts/currency - Remove console.warn in ArcimMigrationWorkspace Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: final cleanup — console statements, remaining font-bold stats Remove production console statements: - Step1EntityType: remove debug console.warn (dead code after onNext) - TransactionBookingDialog: remove console.error on doc link failure - JournalEntryAttachments: remove 3 console.error calls Normalize remaining font-bold stat displays: - SwipeCategorizationView: 3 instances (completion, amount displays) - NEDeclarationView: yearly result heading + value Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review feedback loadMoreTransactions: add inbox item enrichment matching fetchTransactions - Paginated transactions now fetch invoice_inbox_items in parallel - Fixes missing document indicator, template suggestions, and inbox match card for transactions loaded via "Ladda fler" fetchAllPages: add maxPages guard (default 500) to prevent infinite loop - If Arcim gateway returns hasMore:true indefinitely, the loop now exits after 500 pages instead of running forever Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
331 lines
12 KiB
TypeScript
331 lines
12 KiB
TypeScript
'use client'
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import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card'
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import { Badge } from '@/components/ui/badge'
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import { Button } from '@/components/ui/button'
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import { formatCurrency } from '@/lib/utils'
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import {
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Building2,
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Calendar,
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FileText,
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CheckCircle,
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AlertCircle,
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XCircle,
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ArrowRight,
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BarChart3,
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Info,
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} from 'lucide-react'
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import type { ImportPreview, ParseIssue } from '@/lib/import/types'
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interface SIEPreviewStepProps {
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preview: ImportPreview
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issues: ParseIssue[]
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missingAccounts: { number: string; name: string }[]
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onCreateAccounts: () => Promise<void>
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isCreatingAccounts: boolean
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onContinue: () => void
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onBack: () => void
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}
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export default function SIEPreviewStep({
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preview,
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issues,
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missingAccounts,
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onCreateAccounts,
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isCreatingAccounts,
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onContinue,
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onBack,
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}: SIEPreviewStepProps) {
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const errors = issues.filter((i) => i.severity === 'error')
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const warnings = issues.filter((i) => i.severity === 'warning')
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// Only block on actual parsing errors, not unmapped accounts
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// (users need to proceed to mapping step to fix unmapped accounts)
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const hasBlockingErrors = errors.length > 0
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return (
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<div className="space-y-6">
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{/* Company info */}
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<Card>
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<CardHeader>
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<CardTitle className="flex items-center gap-2">
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<Building2 className="h-5 w-5" />
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Företagsinformation
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</CardTitle>
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<CardDescription>Information från SIE-filen</CardDescription>
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</CardHeader>
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<CardContent>
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<div className="grid gap-4 md:grid-cols-2">
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<div>
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<p className="text-sm text-muted-foreground">Företagsnamn</p>
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<p className="font-medium">{preview.companyName || 'Ej angivet'}</p>
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</div>
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<div>
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<p className="text-sm text-muted-foreground">Organisationsnummer</p>
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<p className="font-medium">{preview.orgNumber || 'Ej angivet'}</p>
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</div>
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</div>
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</CardContent>
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</Card>
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{/* Fiscal year */}
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<Card>
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<CardHeader>
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<CardTitle className="flex items-center gap-2">
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<Calendar className="h-5 w-5" />
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Räkenskapsår
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</CardTitle>
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</CardHeader>
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<CardContent>
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<div className="flex items-center gap-4">
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<div>
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<p className="text-sm text-muted-foreground">Start</p>
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<p className="font-medium">
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{preview.fiscalYearStart
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? new Date(preview.fiscalYearStart).toLocaleDateString('sv-SE')
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: 'Okänt'}
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</p>
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</div>
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<ArrowRight className="h-4 w-4 text-muted-foreground" />
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<div>
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<p className="text-sm text-muted-foreground">Slut</p>
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<p className="font-medium">
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{preview.fiscalYearEnd
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? new Date(preview.fiscalYearEnd).toLocaleDateString('sv-SE')
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: 'Okänt'}
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</p>
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</div>
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</div>
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</CardContent>
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</Card>
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{/* Statistics */}
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<div className="grid grid-cols-2 gap-4 md:grid-cols-4">
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<Card>
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<CardContent className="pt-6">
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<div className="flex items-center gap-2 text-muted-foreground mb-1">
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<FileText className="h-4 w-4" />
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<span className="text-sm">Konton</span>
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</div>
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<p className="text-2xl font-display font-medium tabular-nums">{preview.accountCount}</p>
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</CardContent>
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</Card>
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<Card>
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<CardContent className="pt-6">
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<div className="flex items-center gap-2 text-muted-foreground mb-1">
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<BarChart3 className="h-4 w-4" />
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<span className="text-sm">Verifikationer</span>
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</div>
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<p className="text-2xl font-display font-medium tabular-nums">{preview.voucherCount}</p>
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</CardContent>
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</Card>
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<Card>
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<CardContent className="pt-6">
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<div className="flex items-center gap-2 text-muted-foreground mb-1">
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<span className="text-sm">Transaktionsrader</span>
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</div>
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<p className="text-2xl font-display font-medium tabular-nums">{preview.transactionLineCount}</p>
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</CardContent>
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</Card>
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<Card>
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<CardContent className="pt-6">
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<div className="flex items-center gap-2 text-muted-foreground mb-1">
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<span className="text-sm">IB Summa</span>
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</div>
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<p className="text-2xl font-display font-medium tabular-nums">{formatCurrency(preview.openingBalanceTotal)}</p>
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</CardContent>
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</Card>
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</div>
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{/* Trial balance check */}
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<Card className={preview.trialBalance.isBalanced ? 'border-success/50' : 'border-warning/50'}>
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<CardHeader>
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<CardTitle className="flex items-center gap-2">
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{preview.trialBalance.isBalanced ? (
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<CheckCircle className="h-5 w-5 text-success" />
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) : (
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<AlertCircle className="h-5 w-5 text-warning" />
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)}
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Balansräkning (IB)
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</CardTitle>
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</CardHeader>
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<CardContent>
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<div className="grid gap-4 md:grid-cols-3">
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<div>
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<p className="text-sm text-muted-foreground">Total debet</p>
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<p className="font-medium">{formatCurrency(preview.trialBalance.totalDebit)}</p>
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</div>
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<div>
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<p className="text-sm text-muted-foreground">Total kredit</p>
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<p className="font-medium">{formatCurrency(preview.trialBalance.totalCredit)}</p>
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</div>
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<div>
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<p className="text-sm text-muted-foreground">Status</p>
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{preview.trialBalance.isBalanced ? (
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<Badge variant="default" className="bg-success">Balanserar</Badge>
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) : (
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<Badge variant="secondary">
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Diff: {formatCurrency(preview.trialBalance.totalDebit - preview.trialBalance.totalCredit)}
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</Badge>
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)}
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</div>
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</div>
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</CardContent>
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</Card>
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{/* Mapping status */}
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<Card
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className={
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preview.mappingStatus.unmapped > 0
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? 'border-destructive/50'
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: preview.mappingStatus.lowConfidence > 0
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? 'border-warning/50'
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: 'border-success/50'
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}
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>
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<CardHeader>
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<CardTitle className="flex items-center gap-2">
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{preview.mappingStatus.unmapped > 0 ? (
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<XCircle className="h-5 w-5 text-destructive" />
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) : preview.mappingStatus.lowConfidence > 0 ? (
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<AlertCircle className="h-5 w-5 text-warning" />
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) : (
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<CheckCircle className="h-5 w-5 text-success" />
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)}
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Kontomappning
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</CardTitle>
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<CardDescription>
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Hur väl kunde kontona i filen matchas mot din kontoplan
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</CardDescription>
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</CardHeader>
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<CardContent>
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<div className="grid grid-cols-2 gap-4 md:grid-cols-4">
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<div>
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<p className="text-sm text-muted-foreground">Totalt</p>
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<p className="font-medium">{preview.mappingStatus.total}</p>
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</div>
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<div>
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<p className="text-sm text-muted-foreground">Mappade</p>
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<p className="font-medium text-success">{preview.mappingStatus.mapped}</p>
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</div>
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<div>
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<p className="text-sm text-muted-foreground">Ej mappade</p>
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<p className={`font-medium ${preview.mappingStatus.unmapped > 0 ? 'text-destructive' : ''}`}>
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{preview.mappingStatus.unmapped}
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</p>
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</div>
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<div>
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<p className="text-sm text-muted-foreground">Osäkra</p>
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<p className={`font-medium ${preview.mappingStatus.lowConfidence > 0 ? 'text-warning' : ''}`}>
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{preview.mappingStatus.lowConfidence}
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</p>
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</div>
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</div>
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</CardContent>
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</Card>
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{/* Excluded system accounts info */}
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{preview.excludedSystemAccounts.length > 0 && (
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<div className="flex items-start gap-2 rounded-lg border bg-muted/50 px-4 py-3 text-sm text-muted-foreground">
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<Info className="h-4 w-4 mt-0.5 flex-shrink-0" />
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<span>
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{preview.excludedSystemAccounts.length} internt systemkonto från källsystemet exkluderades ({preview.excludedSystemAccounts.map((a) => a.number).join(', ')}) — inte bokföringskonton
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</span>
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</div>
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)}
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{/* Create missing accounts */}
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{missingAccounts.length > 0 && (
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<Card className="border-primary/50">
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<CardHeader>
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<CardTitle className="flex items-center gap-2">
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<FileText className="h-5 w-5 text-primary" />
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Skapa saknade konton
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</CardTitle>
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<CardDescription>
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{missingAccounts.length} konton från SIE-filen finns inte i din kontoplan.
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Du kan skapa dem automatiskt för att behålla samma kontostruktur som i ditt gamla system.
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</CardDescription>
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</CardHeader>
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<CardContent>
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<div className="space-y-4">
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<div className="max-h-32 overflow-y-auto text-sm space-y-1">
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{missingAccounts.slice(0, 10).map((acc) => (
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<div key={acc.number} className="flex gap-2 text-muted-foreground">
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<span className="font-mono">{acc.number}</span>
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<span>{acc.name}</span>
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</div>
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))}
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{missingAccounts.length > 10 && (
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<div className="text-muted-foreground">
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... och {missingAccounts.length - 10} till
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</div>
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)}
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</div>
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<Button
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onClick={onCreateAccounts}
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disabled={isCreatingAccounts}
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className="w-full"
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>
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{isCreatingAccounts ? (
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<>Skapar konton...</>
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) : (
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<>Skapa {missingAccounts.length} konton</>
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)}
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</Button>
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</div>
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</CardContent>
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</Card>
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)}
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{/* Issues */}
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{(errors.length > 0 || warnings.length > 0) && (
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<Card className={errors.length > 0 ? 'border-destructive/50' : 'border-warning/50'}>
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<CardHeader>
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<CardTitle className="flex items-center gap-2">
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{errors.length > 0 ? (
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<XCircle className="h-5 w-5 text-destructive" />
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) : (
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<AlertCircle className="h-5 w-5 text-warning" />
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)}
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{errors.length > 0 ? 'Fel' : 'Varningar'}
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</CardTitle>
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</CardHeader>
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<CardContent>
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<div className="space-y-2 max-h-48 overflow-y-auto">
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{errors.map((issue, i) => (
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<div key={`error-${i}`} className="text-sm flex gap-2 text-destructive">
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<XCircle className="h-4 w-4 flex-shrink-0 mt-0.5" />
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<span>Rad {issue.line}: {issue.message}</span>
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</div>
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))}
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{warnings.map((issue, i) => (
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<div key={`warning-${i}`} className="text-sm flex gap-2 text-warning">
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<AlertCircle className="h-4 w-4 flex-shrink-0 mt-0.5" />
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<span>Rad {issue.line}: {issue.message}</span>
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</div>
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))}
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</div>
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</CardContent>
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</Card>
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)}
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{/* Actions */}
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<div className="flex flex-col-reverse gap-3 sm:flex-row sm:justify-between">
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<Button variant="outline" className="min-h-11" onClick={onBack}>
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Tillbaka
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</Button>
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<Button className="min-h-11" onClick={onContinue} disabled={hasBlockingErrors}>
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{preview.mappingStatus.lowConfidence > 0 || preview.mappingStatus.unmapped > 0
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? 'Granska mappningar'
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: 'Fortsätt'}
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<ArrowRight className="ml-2 h-4 w-4" />
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</Button>
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</div>
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</div>
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)
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}
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