Files
accounted/components/import/OpeningBalanceResultStep.tsx
T
Mattsson f63d3e3100 Bug/open banking flow (#854)
* fix(enable-banking): pin Mobile BankID (decoupled) auth_method so Handelsbanken corporate connects

We never sent auth_method to Enable Banking, so it fell back to the ASPSP's
visible default — REDIRECT for Handelsbanken. For Handelsbanken *corporate*
PSUs the redirect flow does not support Mobile BankID, so authorization failed
right after the user approved in the BankID app. Mobile BankID at Handelsbanken
is a DECOUPLED method flagged hidden_method=true, which Enable Banking only uses
when requested explicitly.

Resolve the bank's preferred auth method before /auth: query the ASPSP's
auth_methods and pick the DECOUPLED (Mobile BankID) method when present,
otherwise leave auth_method unset so banks that already work are untouched.
The method name is read dynamically per psu_type, so it is robust across
sandbox/production naming.

- api-client: add approach/hidden_method to AuthMethod, fix ASPSP.auth_methods
  field name (was available_auth_methods, never populated), add
  getPreferredAuthMethod(), thread optional authMethod through startAuthorization
- index: resolve authMethod in /connect and pass it on both fresh + reconnect
- tests: cover method selection and request-body shaping

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* refactor(invoice-inbox): clean up bulk-selection toolbar UI

Redesign the selection toolbar shown when inbox items are checked:
one solid primary "Bokför valda" button with outlined secondary
actions ("Fråga assistenten", "Ta bort") and a plain selection
count. Removes the redundant "Avmarkera" button (users uncheck the
still-visible box), fixes label clipping, and gives the toolbar more
breathing room.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* chore(entitlements): bypass paywall in local development

Add isPaywallBypassed() so all gated capabilities are testable locally
without a subscription. Fires only on NODE_ENV=development (npm run dev)
or an explicit DISABLE_PAYWALL=true escape hatch — production builds run
under NODE_ENV=production and the entitlement suite runs under 'test',
so both keep exercising the real gate.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(tic): resolve enskild firma bolagsuppgifter via 12-digit personnummer

TIC's Lens search is fuzzy and only resolves an enskild firma from the 12-digit (century-prefixed) personnummer; a 10-digit form fuzzy-matched an unrelated entity. Expand personnummer to 12 digits before querying and reject hits whose registration number is unrelated to the request. Add a "Hämta" action to the settings Bolagsuppgifter panel to (re)fetch on demand.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(transactions): implement categorize core for bank transaction categorization

- Added `categorize-core.ts` to handle categorization of bank transactions, supporting single and bulk operations.
- Introduced `categorizeMatchedTransaction` and `bulkBookMatchedInboxItems` functions for transaction processing.
- Implemented fiscal period validation and duplicate booking detection.
- Enhanced logging and error handling for transaction categorization.

feat(scripts): add diagnostic script for Handelsbanken ASPSP metadata

- Created `check-handelsbanken-aspsp.mjs` to fetch and display available authentication methods for Handelsbanken.
- Outputs metadata for business and personal PSU types, including default authentication methods.

fix(migrations): increase statement timeout for SIE bulk delete operations

- Updated `20260629160000_sie_bulk_delete_statement_timeout.sql` to set a longer statement timeout for bulk delete RPCs to prevent cancellations during large imports.

feat(migrations): add bulk book inbox items to pending operations

- Expanded `pending_operations` table to include `bulk_book_inbox_items` operation type in `20260630120000_pending_operations_add_bulk_book_inbox_items.sql`.
- Supports bulk booking of matched inbox items against bank transactions.

test(pg): add tests for replace_period_opening_balance_link RPC

- Implemented tests in `replace-period-opening-balance-link.pg.test.ts` to validate the functionality of the opening-balance correction flow.
- Ensured immutability of opening balance links and proper handling of posted vs. non-posted entries.

* fix(sie-export): update journal entries and lines handling in SIE export tests

* fix(migrations): resolve version collision on 20260629160000

The SIE bulk-delete statement_timeout migration shared version
20260629160000 with journal_entries_list_series_filter (merged from
main via #798/#823), causing a schema_migrations_pkey duplicate key
error on apply. Rename the branch's migration to 20260629160100.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(compliance): resolve compliance-swarm + review findings

- opening-balance/correct: compensating rollback for the non-atomic
  storno+rebook so a mid-sequence failure never leaves two posted OB
  entries (ASVS V2.3); durable audit event on every failure path
  (V16); reference the original verifikationsnummer in the corrected
  entry per BFL 5 kap 5§; document that requireWrite already enforces
  write-role + membership (V8.2.1 was a false positive)
- reports sources routes: validate the cursor date component as ISO
  (/^\d{4}-\d{2}-\d{2}$/) before use, 400 on malformed (ASVS V1.2),
  applied to both the VAT-declaration and trial-balance routes
- AgentSessionList: await the rename PATCH, revert the optimistic
  title and toast on failure (ASVS V4.5)
- bank booking: exclude same-batch siblings from the booking-time
  duplicate guard so bulk-booking distinct same-(date,amount)
  transactions no longer false-positives; pre-existing duplicate
  detection is preserved
- BulkBookInboxDialog: drop the unsafe currency-based reverse_charge
  default, add an omvänd skattskyldighet advisory, and type VAT
  options to the backend VatTreatment union
- OpeningBalanceRowEditor: hold onChange in a ref (synced in effect,
  not during render) so an unstable callback can't cause a render loop

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-01 18:13:00 +02:00

117 lines
4.2 KiB
TypeScript

'use client'
import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card'
import { Button } from '@/components/ui/button'
import { CheckCircle2, XCircle, ArrowRight } from 'lucide-react'
import Link from 'next/link'
import type { OpeningBalanceExecuteResult } from '@/lib/import/opening-balance/types'
interface OpeningBalanceResultStepProps {
result: OpeningBalanceExecuteResult
onNewImport: () => void
}
export default function OpeningBalanceResultStep({
result,
onNewImport,
}: OpeningBalanceResultStepProps) {
const isCorrection = !!result.reversed_entry_id
return (
<Card>
<CardHeader>
<div className="flex items-center gap-3">
{result.success ? (
<CheckCircle2 className="h-6 w-6 text-success" />
) : (
<XCircle className="h-6 w-6 text-destructive" />
)}
<CardTitle>
{result.success
? isCorrection
? 'Ingående balanser korrigerade'
: 'Ingående balanser bokförda'
: 'Importen misslyckades'}
</CardTitle>
</div>
</CardHeader>
<CardContent className="space-y-6">
{result.success ? (
<>
{/* Stats */}
<div className="grid grid-cols-3 gap-4">
<div className="rounded-lg border bg-muted/30 p-4 text-center">
<p className="text-2xl font-semibold tabular-nums">
{result.lines_created}
</p>
<p className="text-sm text-muted-foreground mt-1">Kontorader</p>
</div>
<div className="rounded-lg border bg-muted/30 p-4 text-center">
<p className="text-2xl font-semibold tabular-nums">
{result.total_debit.toLocaleString('sv-SE', {
minimumFractionDigits: 0,
maximumFractionDigits: 0,
})}
</p>
<p className="text-sm text-muted-foreground mt-1">Debet (SEK)</p>
</div>
<div className="rounded-lg border bg-muted/30 p-4 text-center">
<p className="text-2xl font-semibold tabular-nums">
{result.total_credit.toLocaleString('sv-SE', {
minimumFractionDigits: 0,
maximumFractionDigits: 0,
})}
</p>
<p className="text-sm text-muted-foreground mt-1">Kredit (SEK)</p>
</div>
</div>
{/* Next steps */}
<div className="space-y-2">
<h4 className="text-sm font-medium">Nästa steg</h4>
<ol className="text-sm text-muted-foreground space-y-1.5 list-decimal list-inside">
<li>Granska verifikationen i bokföringen</li>
<li>Kontrollera balansrapporten att beloppen stämmer</li>
<li>Börja importera banktransaktioner eller skapa verifikationer</li>
</ol>
</div>
{/* Actions */}
<div className="flex flex-wrap gap-3">
{result.journal_entry_id && (
<Button asChild>
<Link href={`/bookkeeping/${result.journal_entry_id}`}>
Visa verifikation
<ArrowRight className="h-4 w-4 ml-2" />
</Link>
</Button>
)}
<Button variant="outline" asChild>
<Link href="/reports">
Visa rapporter
</Link>
</Button>
<Button variant="ghost" onClick={onNewImport}>
Ny import
</Button>
</div>
</>
) : (
<>
<div className="rounded-lg border border-destructive/30 bg-destructive/5 px-4 py-3">
<p className="text-sm text-destructive">
{result.error || 'Ett okänt fel uppstod vid importen.'}
</p>
</div>
<div className="flex gap-3">
<Button variant="outline" onClick={onNewImport}>
Försök igen
</Button>
</div>
</>
)}
</CardContent>
</Card>
)
}