Files
accounted/components/reports/INK2DeclarationView.tsx
T
Jakob Wennberg a7be1aab17 feat: comprehensive UI design audit and normalization (#28)
* 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>
2026-03-14 14:48:40 +01:00

294 lines
9.9 KiB
TypeScript

'use client'
import { useState } from 'react'
import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card'
import { Button } from '@/components/ui/button'
import { Badge } from '@/components/ui/badge'
import { Download, AlertCircle, Info } from 'lucide-react'
import { AccountNumber } from '@/components/ui/account-number'
import { formatCurrency } from '@/lib/utils'
import type { INK2Declaration, INK2SRUCode } from '@/lib/reports/ink2/types'
import {
INK2_RUTA_LABELS,
INK2_ASSET_CODES,
INK2_EQUITY_LIABILITY_CODES,
INK2_INCOME_STATEMENT_CODES,
} from '@/lib/reports/ink2/types'
export function INK2DeclarationView({ periodId }: { periodId: string }) {
const [data, setData] = useState<INK2Declaration | null>(null)
const [loading, setLoading] = useState(false)
const [error, setError] = useState<string | null>(null)
const fetchDeclaration = async () => {
setLoading(true)
setError(null)
try {
const res = await fetch(`/api/reports/ink2?period_id=${periodId}`)
const result = await res.json()
if (result.error) {
setError(result.error)
} else {
setData(result.data)
}
} catch {
setError('Kunde inte hämta INK2-deklaration')
} finally {
setLoading(false)
}
}
const downloadSRU = () => {
window.open(`/api/reports/ink2?period_id=${periodId}&format=sru`, '_blank')
}
return (
<div className="space-y-4">
{/* Info card */}
<Card>
<CardHeader>
<CardTitle className="text-lg">INK2 (Aktiebolag)</CardTitle>
</CardHeader>
<CardContent>
<div className="flex items-start gap-2 mb-4 p-3 bg-primary/10 rounded-md">
<Info className="h-4 w-4 text-primary mt-0.5 shrink-0" />
<p className="text-sm text-primary">
INK2 visar det bokföringsmässiga resultatet baserat din bokföring.
Skattemässiga justeringar (ej avdragsgilla kostnader, periodiseringsfonder m.m.)
hanteras av din revisor/redovisningskonsult.
</p>
</div>
<div className="flex gap-2">
<Button onClick={fetchDeclaration} disabled={loading}>
{loading ? 'Laddar...' : 'Hämta INK2'}
</Button>
{data && (
<Button variant="outline" onClick={downloadSRU}>
<Download className="h-4 w-4 mr-2" />
Ladda ner SRU-fil
</Button>
)}
</div>
</CardContent>
</Card>
{error && (
<Card>
<CardContent className="p-8 text-center text-destructive">
<AlertCircle className="h-6 w-6 mx-auto mb-2" />
{error}
</CardContent>
</Card>
)}
{data && (
<>
{/* Warnings */}
{data.warnings.length > 0 && (
<Card className="border-orange-200 bg-orange-50">
<CardContent className="py-4">
<div className="flex items-start gap-2">
<AlertCircle className="h-5 w-5 text-orange-600 mt-0.5" />
<div>
{data.warnings.map((warning, i) => (
<p key={i} className="text-sm text-orange-800">{warning}</p>
))}
</div>
</div>
</CardContent>
</Card>
)}
{/* Company info */}
<Card>
<CardHeader>
<div className="flex items-center justify-between">
<CardTitle>
{data.companyInfo.companyName}
</CardTitle>
<Badge className="bg-primary/10 text-primary">
{data.fiscalYear.name}
</Badge>
</div>
{data.companyInfo.orgNumber && (
<p className="text-sm text-muted-foreground">
Org.nr: {data.companyInfo.orgNumber}
</p>
)}
</CardHeader>
</Card>
{/* Assets section */}
<Card>
<CardHeader>
<CardTitle className="text-lg">Tillgångar</CardTitle>
</CardHeader>
<CardContent>
<table className="w-full text-sm">
<tbody>
{INK2_ASSET_CODES.map((code) => (
<INK2DeclarationRow
key={code}
code={code}
label={INK2_RUTA_LABELS[code]}
amount={data.rutor[code]}
accounts={data.breakdown[code]?.accounts || []}
/>
))}
</tbody>
<tfoot>
<tr className="border-t-2 font-semibold">
<td className="py-2">Summa tillgångar</td>
<td className="py-2 text-right">
{formatCurrency(data.totals.totalAssets)}
</td>
</tr>
</tfoot>
</table>
</CardContent>
</Card>
{/* Equity & Liabilities section */}
<Card>
<CardHeader>
<CardTitle className="text-lg">Eget kapital och skulder</CardTitle>
</CardHeader>
<CardContent>
<table className="w-full text-sm">
<tbody>
{INK2_EQUITY_LIABILITY_CODES.map((code) => (
<INK2DeclarationRow
key={code}
code={code}
label={INK2_RUTA_LABELS[code]}
amount={data.rutor[code]}
accounts={data.breakdown[code]?.accounts || []}
/>
))}
</tbody>
<tfoot>
<tr className="border-t-2 font-semibold">
<td className="py-2">Summa eget kapital och skulder</td>
<td className="py-2 text-right">
{formatCurrency(data.totals.totalEquityLiabilities)}
</td>
</tr>
</tfoot>
</table>
</CardContent>
</Card>
{/* Income Statement section */}
<Card>
<CardHeader>
<CardTitle className="text-lg">Resultaträkning</CardTitle>
</CardHeader>
<CardContent>
<table className="w-full text-sm">
<tbody>
{INK2_INCOME_STATEMENT_CODES.map((code) => {
const isExpense = code !== '7310' && code !== '7370' && code !== '7380'
return (
<INK2DeclarationRow
key={code}
code={code}
label={INK2_RUTA_LABELS[code]}
amount={data.rutor[code]}
accounts={data.breakdown[code]?.accounts || []}
isExpense={isExpense}
/>
)
})}
</tbody>
<tfoot>
<tr className="border-t font-medium">
<td className="py-2">Rörelseresultat</td>
<td className={`py-2 text-right ${data.totals.operatingResult >= 0 ? 'text-success' : 'text-destructive'}`}>
{formatCurrency(data.totals.operatingResult)}
</td>
</tr>
<tr className="border-t-2 font-semibold">
<td className="py-2">Resultat efter finansiella poster</td>
<td className={`py-2 text-right ${data.totals.resultAfterFinancial >= 0 ? 'text-success' : 'text-destructive'}`}>
{formatCurrency(data.totals.resultAfterFinancial)}
</td>
</tr>
</tfoot>
</table>
</CardContent>
</Card>
</>
)}
{!data && !loading && !error && (
<Card>
<CardContent className="p-8 text-center text-muted-foreground">
Klicka &quot;Hämta INK2&quot; för att generera deklarationsunderlaget.
</CardContent>
</Card>
)}
</div>
)
}
function INK2DeclarationRow({
code,
label,
amount,
accounts,
isExpense,
}: {
code: INK2SRUCode
label: string
amount: number
accounts: Array<{ accountNumber: string; accountName: string; amount: number }>
isExpense?: boolean
}) {
const [expanded, setExpanded] = useState(false)
if (amount === 0 && accounts.length === 0) return null
return (
<>
<tr
className="border-b cursor-pointer hover:bg-muted/50"
onClick={() => accounts.length > 0 && setExpanded(!expanded)}
>
<td className="py-2">
<span className="font-mono text-xs bg-muted px-1 rounded mr-2">{code}</span>
{label}
{accounts.length > 0 && (
<span className="text-xs text-muted-foreground ml-2">
({accounts.length} konton)
</span>
)}
</td>
<td className="py-2 text-right">
{isExpense && amount > 0 ? '-' : ''}{formatCurrency(Math.abs(amount))}
</td>
</tr>
{expanded && accounts.length > 0 && (
<tr>
<td colSpan={2} className="py-2 pl-8 bg-muted/30">
<table className="w-full text-xs">
<tbody>
{accounts.map((acc) => (
<tr key={acc.accountNumber}>
<td className="py-1">
<AccountNumber number={acc.accountNumber} name={acc.accountName} size="sm" />
</td>
<td className="py-1">{acc.accountName}</td>
<td className="py-1 text-right">
{isExpense && acc.amount > 0 ? '-' : ''}{formatCurrency(Math.abs(acc.amount))}
</td>
</tr>
))}
</tbody>
</table>
</td>
</tr>
)}
</>
)
}