c74b19df1b
* feat(reconciliation): close the bank-feed loop on voucher links and re-tag mis-typed opening balances
Two related fixes to bank reconciliation correctness:
1. Auto-reconcile on voucher link. Linking an invoice or supplier invoice to
an existing voucher previously advanced only the invoice — the bank
transaction that paid it kept sitting in the Transactions inbox with a null
journal_entry_id. linkInvoiceToVoucher / linkSupplierInvoiceToVoucher now
call autoReconcileTransactionForLinkedVoucher (lib/reconciliation), which
links the bank transaction to the same verifikat when exactly one unbooked
line matches it. Best-effort and post-commit: a failure here never fails the
link. The result surfaces reconciledTransactionId; the inbox row leaves the
list and the UI shows link_success_tx_reconciled.
2. Re-tag mis-typed opening balances. getReconciliationStatus and the GL-line
matching RPCs identify a cash account's ingående balans solely by
journal_entries.source_type='opening_balance'. Companies migrated from other
systems often booked the bank IB as an ordinary voucher (source_type
'import' or 'manual'), so it was never excluded and surfaced as a phantom
reconciliation difference equal to the opening balance. Adds:
- migration mark_entry_as_opening_balance: a GUC-gated carve-out in the
immutability trigger plus a SECURITY DEFINER RPC that validates the entry
(balance-sheet lines only, dated on a fiscal-period boundary), flips the
source_type, and writes an audit row — no blanket data sweep.
- POST /api/reconciliation/bank/mark-opening-balance + MarkOpeningBalanceSchema.
- BankReconciliationView action to trigger it from the IB diff.
The gnubok_create_voucher executor now accepts a typed is_opening_balance flag
and derives source_type='opening_balance' only after validating class 1/2 lines
on the period start, so new IBs land correctly typed.
Covered by lib/reconciliation auto-reconcile tests, voucher-executors tests,
and a mark-entry-as-opening-balance pg-real test.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* chore: rebrand gnubok → Accounted and prune swarm agent skills
Product rebrand and skills housekeeping. No runtime behaviour change.
Rebrand: replace user-visible "gnubok" with "Accounted" across docs, READMEs,
in-code comments, doc-site content, MCP skill/resource prose, and the
gnubok-mcp package description. The MCP resource URI scheme is moved gnubok://
→ Accounted:// consistently across resource registrations, the event-type
comment, and the resource/skill tests. Deliberately preserved as stable
identifiers (NOT rebranded): the gnubok-company-id cookie, gnubok_sk_ / gnubok_inv_
token prefixes, the gnubok-mcp npm bridge name, and the AGI <gem:Programnamn>
value (kept 'gnubok' per its source comment — it is the software identifier sent
to Skatteverket and must not churn across visual rebrands).
Skills: remove the 27 swarm-* agent SKILL.md atoms (no longer used; already
absent from the agent_atom_registry in prod), refresh the remaining skill docs,
add the .claude/rules/ path-scoped rule set, and regenerate the
seed_agent_atom_bodies migration + .skill-body-manifest.json via
`npm run skills:generate` so the DB-backed skill bodies match the trimmed set.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
1211 lines
46 KiB
TypeScript
1211 lines
46 KiB
TypeScript
import type { Extension, ExtensionContext } from '@/lib/extensions/types'
|
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import { NextResponse } from 'next/server'
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import {
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createConsent,
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getConsent,
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listConsents,
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generateOtc,
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getAuthUrl,
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exchangeAuthToken,
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submitProviderToken,
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acceptConsent,
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deleteConsent,
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resolveConsent,
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fetchCompanyInfoDirect,
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} from './lib/provider-client'
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import { mapCompanyInfo } from './lib/entity-mapper'
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import { executeMigration } from './lib/migration-orchestrator'
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import { reconcileSupplierInvoiceVouchers } from '@/lib/invoices/bulk-reconcile-supplier-vouchers'
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import type { ArcimProvider } from './types'
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import { ARCIM_PROVIDERS } from './types'
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import { parseSIEFile, validateSIEFile } from '@/lib/import/sie-parser'
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import { suggestMappings, getMappingStats, isSystemAccount } from '@/lib/import/account-mapper'
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import { loadMappings, generateImportPreview, executeSIEImport, saveMappings } from '@/lib/import/sie-import'
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import { BAS_REFERENCE, getBASReference } from '@/lib/bookkeeping/bas-reference'
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import { fetchAllRows } from '@/lib/supabase/fetch-all'
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import { FortnoxClient } from '@/lib/providers/fortnox/client'
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import type { ProviderName } from '@/lib/providers/types'
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import { errorResponseFromCode } from '@/lib/errors/get-structured-error'
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import { classifyProviderError } from '@/lib/providers/with-provider-call'
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import { createLogger } from '@/lib/logger'
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const moduleLog = createLogger('extensions/arcim-migration')
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/** Fiscal years we support importing — older data is not needed */
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const ALLOWED_FISCAL_YEARS = new Set([2024, 2025, 2026])
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const fortnoxClient = new FortnoxClient()
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/**
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* Map known OAuth error codes from providers (Fortnox, Visma) to actionable
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* Swedish guidance. Falls back to the raw provider message so we never hide
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* unknown errors from the user.
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*/
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function translateOAuthError(error: string, description: string | null): string {
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const haystack = `${error} ${description ?? ''}`.toLowerCase()
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if (haystack.includes('missing license') || haystack.includes('not have enough licenses')) {
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return 'Du behöver aktivera tilläggstjänsten "Fortnox Integration" (~149 kr/mån) på ditt Fortnox-konto innan du kan ansluta. Aktivera den under Inställningar → Tilläggstjänster i Fortnox och försök igen.'
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}
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if (error === 'access_denied') {
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return 'Du avbröt anslutningen i leverantörens inloggning. Försök igen om du vill koppla kontot.'
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}
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if (error === 'invalid_scope') {
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return 'Tredjepartsappen har inte rätt behörigheter för ditt konto. Kontakta supporten.'
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}
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return description ? `${error}: ${description}` : error
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}
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/**
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* Provider Migration extension
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*
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* Migrates bookkeeping data from external Swedish accounting systems
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* (Fortnox, Visma, Bokio, Björn Lundén, Briox) into Accounted by talking
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* directly to each provider's API.
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*
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* Bookkeeping data (accounts, balances, vouchers) is imported via SIE
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* files fetched from providers. Entity data (customers, suppliers,
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* invoices) is imported via the provider REST APIs.
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*/
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export const arcimMigrationExtension: Extension = {
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id: 'arcim-migration',
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name: 'Systemmigration',
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version: '2.0.0',
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apiRoutes: [
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// ── List available providers ───────────────────────────────────
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{
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method: 'GET',
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path: '/providers',
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handler: async () => {
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return NextResponse.json({ providers: ARCIM_PROVIDERS })
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},
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},
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// ── Check existing connections and import history ──────────────
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{
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method: 'GET',
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path: '/status',
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handler: async (request: Request, ctx?: ExtensionContext) => {
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const supabase = ctx?.supabase ?? await (await import('@/lib/supabase/server')).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 companyId = ctx?.companyId ?? user.id
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try {
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// Get accepted consents only (status 1) — not abandoned/created ones
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const allConsents = await listConsents(companyId)
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const consents = allConsents.filter(c => c.status === 1)
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// Get SIE import history
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const { data: sieImports } = await supabase
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.from('sie_imports')
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.select('id, filename, status, accounts_count, transactions_count, company_name, fiscal_year_start, fiscal_year_end, imported_at, created_at')
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.eq('company_id', companyId)
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.order('created_at', { ascending: false })
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.limit(10)
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// Get entity counts (to show what's already been imported)
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const [
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{ count: customerCount },
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{ count: supplierCount },
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{ count: invoiceCount },
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] = await Promise.all([
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supabase.from('customers').select('*', { count: 'exact', head: true }).eq('company_id', companyId),
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supabase.from('suppliers').select('*', { count: 'exact', head: true }).eq('company_id', companyId),
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supabase.from('invoices').select('*', { count: 'exact', head: true }).eq('company_id', companyId),
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])
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return NextResponse.json({
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consents: consents.map(c => ({
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id: c.id,
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provider: c.provider,
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status: c.status,
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companyName: c.companyName,
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createdAt: c.createdAt,
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})),
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sieImports: sieImports ?? [],
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entityCounts: {
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customers: customerCount ?? 0,
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suppliers: supplierCount ?? 0,
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invoices: invoiceCount ?? 0,
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},
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})
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} catch (error) {
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moduleLog.error('arcim status failed', error as Error, { companyId })
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return errorResponseFromCode('PROVIDER_STATUS_FAILED', moduleLog, {
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details: { reason: error instanceof Error ? error.message : 'unknown' },
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})
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}
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},
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},
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// ── Start consent flow (create consent + OTC) ─────────────────
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{
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method: 'POST',
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path: '/connect',
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handler: async (request: Request, ctx?: ExtensionContext) => {
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const log = ctx?.log ?? console
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const supabase = ctx?.supabase ?? await (await import('@/lib/supabase/server')).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 companyId = ctx?.companyId ?? user.id
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const { provider, companyName, orgNumber } = await request.json() as {
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provider: ArcimProvider
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companyName?: string
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orgNumber?: string
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}
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if (!provider) {
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return errorResponseFromCode('VALIDATION_ERROR', moduleLog, {
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details: { field: 'provider', reason: 'required' },
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})
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}
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const providerInfo = ARCIM_PROVIDERS.find(p => p.id === provider)
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if (!providerInfo) {
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return errorResponseFromCode('PROVIDER_INVALID', moduleLog, {
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details: { provider },
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})
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}
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try {
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const { createServiceClient: createSvc } = await import('@/lib/supabase/server')
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// Reuse existing accepted consent if one exists for this provider
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const existingConsents = await listConsents(companyId)
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const accepted = existingConsents.find(c => c.provider === provider && c.status === 1)
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if (accepted) {
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// Already connected — skip OAuth, go straight to preview
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if (ctx?.settings) {
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await ctx.settings.set('consent_id', accepted.id)
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await ctx.settings.set('provider', provider)
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}
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return NextResponse.json({
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consentId: accepted.id,
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authType: providerInfo.authType,
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alreadyConnected: true,
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})
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}
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// Check for status 0 consents that already have tokens stored (credentials submitted but migration not completed)
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const pending = existingConsents.filter(c => c.provider === provider && c.status === 0)
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if (pending.length > 0) {
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const svc = createSvc()
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for (const p of pending) {
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const { data: tokens } = await svc
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.from('provider_consent_tokens')
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.select('id')
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.eq('consent_id', p.id)
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.limit(1)
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if (tokens && tokens.length > 0) {
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// Tokens exist — reuse this consent, skip credential entry
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if (ctx?.settings) {
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await ctx.settings.set('consent_id', p.id)
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await ctx.settings.set('provider', provider)
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}
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return NextResponse.json({
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consentId: p.id,
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authType: providerInfo.authType,
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alreadyConnected: true,
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})
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}
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}
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// No tokens found — clean up abandoned consents
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for (const p of pending) {
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await deleteConsent(p.id)
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}
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}
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// Create new consent
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const consent = await createConsent(
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companyId,
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provider,
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`gnubok-migration-${user.id}`,
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orgNumber,
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companyName
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)
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if (ctx?.settings) {
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await ctx.settings.set('consent_id', consent.id)
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await ctx.settings.set('provider', provider)
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}
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if (providerInfo.authType === 'oauth') {
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// Generate OTC for OAuth flow
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const otc = await generateOtc(consent.id)
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// Build the OAuth callback URL. Prefer a provider-specific override
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// (e.g. VISMA_REDIRECT_URI) when set — this lets dev environments
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// route through a single registered URI (production) rather than
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// requiring every ngrok URL to be registered on the OAuth client.
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// Falls back to NEXT_PUBLIC_APP_URL + the canonical callback path.
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const appUrl = process.env.NEXT_PUBLIC_APP_URL || ''
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const providerRedirectEnv =
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provider === 'visma'
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? process.env.VISMA_REDIRECT_URI
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|
: provider === 'fortnox'
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? process.env.FORTNOX_REDIRECT_URI
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|
: undefined
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|
const callbackUrl =
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providerRedirectEnv && providerRedirectEnv.trim().length > 0
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? providerRedirectEnv
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: `${appUrl}/api/extensions/ext/arcim-migration/callback`
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|
// Encode consentId + provider in state
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|
const statePayload = JSON.stringify({ otc: otc.code, consentId: consent.id, provider })
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const stateEncoded = Buffer.from(statePayload).toString('base64url')
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const { url } = await getAuthUrl(provider, stateEncoded, callbackUrl)
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return NextResponse.json({
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consentId: consent.id,
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|
authType: 'oauth',
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|
authUrl: url,
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|
otcCode: otc.code,
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|
})
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} else {
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|
// Token-based providers: consent is ready for direct use
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|
return NextResponse.json({
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|
consentId: consent.id,
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|
authType: 'token',
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|
})
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|
}
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|
} catch (error) {
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log.error('arcim connect failed', error as Error, { provider })
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|
return errorResponseFromCode('PROVIDER_CONNECT_FAILED', moduleLog, {
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|
details: { reason: error instanceof Error ? error.message : 'unknown' },
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|
})
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|
}
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|
},
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|
},
|
|
|
|
// ── Submit API token for token-based providers (Bokio, etc.) ──
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|
{
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|
method: 'POST',
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|
path: '/submit-token',
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|
handler: async (request: Request, ctx?: ExtensionContext) => {
|
|
const log = ctx?.log ?? console
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|
const supabase = ctx?.supabase ?? await (await import('@/lib/supabase/server')).createClient()
|
|
const { data: { user } } = await supabase.auth.getUser()
|
|
|
|
if (!user) {
|
|
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
|
|
}
|
|
|
|
const { consentId, provider, apiToken, companyId } = await request.json() as {
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|
consentId: string
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|
provider: ArcimProvider
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|
apiToken: string
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|
companyId?: string
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|
}
|
|
|
|
if (!consentId || !provider) {
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|
return errorResponseFromCode('VALIDATION_ERROR', moduleLog, {
|
|
details: { fields: ['consentId', 'provider'], reason: 'required' },
|
|
})
|
|
}
|
|
|
|
// BL uses server-side client credentials — only needs companyId
|
|
if (provider !== 'bjornlunden' && !apiToken) {
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|
return errorResponseFromCode('PROVIDER_TOKEN_REQUIRED', moduleLog, {
|
|
details: { provider },
|
|
})
|
|
}
|
|
|
|
if ((provider === 'bokio' || provider === 'bjornlunden') && !companyId) {
|
|
return errorResponseFromCode('PROVIDER_COMPANY_ID_REQUIRED', moduleLog, {
|
|
details: { provider },
|
|
})
|
|
}
|
|
|
|
try {
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|
await submitProviderToken(consentId, provider, apiToken || 'client_credentials', companyId)
|
|
return NextResponse.json({ success: true, consentId })
|
|
} catch (error) {
|
|
log.error('arcim submit-token failed', error as Error, { provider })
|
|
return errorResponseFromCode('PROVIDER_TOKEN_SUBMIT_FAILED', moduleLog, {
|
|
details: { reason: error instanceof Error ? error.message : 'unknown' },
|
|
})
|
|
}
|
|
},
|
|
},
|
|
|
|
// ── OAuth callback ────────────────────────────────────────────
|
|
{
|
|
method: 'GET',
|
|
path: '/callback',
|
|
skipAuth: true,
|
|
handler: async (request: Request, ctx?: ExtensionContext) => {
|
|
const log = ctx?.log ?? console
|
|
const url = new URL(request.url)
|
|
const code = url.searchParams.get('code')
|
|
const stateRaw = url.searchParams.get('state')
|
|
const oauthError = url.searchParams.get('error')
|
|
const oauthErrorDescription = url.searchParams.get('error_description')
|
|
const appUrl = process.env.NEXT_PUBLIC_APP_URL || ''
|
|
|
|
// JSON-encode for safe embedding inside <script>. Escapes quotes/unicode
|
|
// and `</` so the value can't break out of the script tag.
|
|
const jsLiteral = (value: unknown) =>
|
|
JSON.stringify(value ?? '').replace(/</g, '\\u003c')
|
|
|
|
const respondWithError = (reason: string) => {
|
|
const fallbackUrl = new URL(`${appUrl}/import`)
|
|
fallbackUrl.searchParams.set('migration', 'error')
|
|
fallbackUrl.searchParams.set('reason', reason)
|
|
|
|
const escapedReason = reason
|
|
.replace(/&/g, '&')
|
|
.replace(/</g, '<')
|
|
.replace(/>/g, '>')
|
|
|
|
const html = `<!DOCTYPE html><html><body><script>
|
|
if (window.opener) {
|
|
window.opener.postMessage({ type: 'arcim-oauth-error', reason: ${jsLiteral(reason)} }, ${jsLiteral(appUrl)});
|
|
window.close();
|
|
} else {
|
|
window.location.href = ${jsLiteral(fallbackUrl.toString())};
|
|
}
|
|
</script><p>Anslutningen misslyckades: ${escapedReason}</p></body></html>`
|
|
|
|
return new Response(html, {
|
|
status: 200,
|
|
headers: { 'Content-Type': 'text/html' },
|
|
})
|
|
}
|
|
|
|
// Provider returned an OAuth error (user cancelled, missing API
|
|
// subscription on the Fortnox side, invalid scope, etc.)
|
|
if (oauthError) {
|
|
log.error('OAuth callback returned provider error', {
|
|
error: oauthError,
|
|
errorDescription: oauthErrorDescription,
|
|
hasCode: !!code,
|
|
hasState: !!stateRaw,
|
|
})
|
|
return respondWithError(translateOAuthError(oauthError, oauthErrorDescription))
|
|
}
|
|
|
|
if (!code || !stateRaw) {
|
|
log.error('OAuth callback missing code or state', {
|
|
hasCode: !!code,
|
|
hasState: !!stateRaw,
|
|
queryKeys: Array.from(url.searchParams.keys()),
|
|
})
|
|
return respondWithError('Återanropet saknade code eller state. Försök igen.')
|
|
}
|
|
|
|
try {
|
|
let consentId: string | null = null
|
|
let provider: ArcimProvider | null = null
|
|
|
|
try {
|
|
const decoded = JSON.parse(Buffer.from(stateRaw, 'base64url').toString())
|
|
if (decoded.consentId && decoded.provider) {
|
|
consentId = decoded.consentId
|
|
provider = decoded.provider as ArcimProvider
|
|
}
|
|
} catch {
|
|
// Legacy fallback
|
|
}
|
|
|
|
if (!consentId || !provider) {
|
|
consentId = ctx?.settings
|
|
? await ctx.settings.get<string>('consent_id')
|
|
: null
|
|
provider = ctx?.settings
|
|
? await ctx.settings.get<ArcimProvider>('provider')
|
|
: null
|
|
}
|
|
|
|
if (!consentId || !provider) {
|
|
log.error('OAuth callback could not resolve consent or provider', {
|
|
hasConsentId: !!consentId,
|
|
hasProvider: !!provider,
|
|
})
|
|
return respondWithError('Ingen aktiv migrationssession hittades. Starta om anslutningen.')
|
|
}
|
|
|
|
const redirectUri = `${appUrl}/api/extensions/ext/arcim-migration/callback`
|
|
|
|
// Exchange OAuth code directly with the provider
|
|
await exchangeAuthToken(consentId, provider, code, redirectUri)
|
|
|
|
// Return an HTML page that notifies the opener tab and closes itself
|
|
const successUrl = `${appUrl}/import?migration=connected&consentId=${encodeURIComponent(consentId)}`
|
|
const html = `<!DOCTYPE html><html><body><script>
|
|
if (window.opener) {
|
|
window.opener.postMessage({ type: 'arcim-oauth-success', consentId: ${jsLiteral(consentId)} }, ${jsLiteral(appUrl)});
|
|
window.close();
|
|
} else {
|
|
window.location.href = ${jsLiteral(successUrl)};
|
|
}
|
|
</script><p>Anslutningen lyckades. Du kan stänga denna flik.</p></body></html>`
|
|
|
|
return new Response(html, {
|
|
status: 200,
|
|
headers: { 'Content-Type': 'text/html' },
|
|
})
|
|
} catch (error) {
|
|
log.error('OAuth callback exchange failed', error)
|
|
const reason = error instanceof Error ? error.message : 'Okänt fel vid tokenutbyte.'
|
|
return respondWithError(reason)
|
|
}
|
|
},
|
|
},
|
|
|
|
// ── Preview: fetch company info + SIE stats before migration ──
|
|
{
|
|
method: 'GET',
|
|
path: '/preview',
|
|
handler: async (request: Request, ctx?: ExtensionContext) => {
|
|
const log = ctx?.log ?? console
|
|
const supabase = ctx?.supabase ?? await (await import('@/lib/supabase/server')).createClient()
|
|
const { data: { user } } = await supabase.auth.getUser()
|
|
|
|
if (!user) {
|
|
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
|
|
}
|
|
|
|
const companyId = ctx?.companyId ?? user.id
|
|
|
|
const url = new URL(request.url)
|
|
const consentId = url.searchParams.get('consentId')
|
|
|
|
if (!consentId) {
|
|
return errorResponseFromCode('VALIDATION_ERROR', moduleLog, {
|
|
details: { field: 'consentId', reason: 'required' },
|
|
})
|
|
}
|
|
|
|
try {
|
|
const consent = await getConsent(consentId)
|
|
if (consent.status !== 0 && consent.status !== 1) {
|
|
return errorResponseFromCode('PROVIDER_CONSENT_NOT_READY', moduleLog, {
|
|
details: { consentId, status: consent.status },
|
|
})
|
|
}
|
|
|
|
// Resolve consent to get access token
|
|
const resolved = await resolveConsent(companyId, consentId)
|
|
const provider = resolved.consent.provider as ProviderName
|
|
|
|
// Fetch company info directly from provider
|
|
let mapped = null
|
|
try {
|
|
const companyInfo = await fetchCompanyInfoDirect(provider, resolved.accessToken, resolved.providerCompanyId)
|
|
mapped = companyInfo ? mapCompanyInfo(companyInfo) : null
|
|
} catch (err) {
|
|
log.info('Company info fetch failed:', err instanceof Error ? err.message : String(err))
|
|
}
|
|
|
|
// Try to fetch SIE data (Fortnox has native SIE export)
|
|
let sieAvailable = false
|
|
let sieStats: { accountCount: number; transactionCount: number; fiscalYears: number[] } | null = null
|
|
|
|
if (provider === 'fortnox') {
|
|
try {
|
|
log.info(`Fetching SIE export from Fortnox for consent ${consentId}...`)
|
|
// Fortnox SIE export endpoint: /3/sie/{type}?financialyear={id}
|
|
// First get financial years
|
|
const fyResponse = await fortnoxClient.get<Record<string, unknown>>(
|
|
resolved.accessToken,
|
|
'/financialyears'
|
|
)
|
|
const years = (fyResponse['FinancialYears'] as Record<string, unknown>[] | undefined) ?? []
|
|
const allowedYears = years
|
|
.map(fy => ({
|
|
id: fy['Id'] as number,
|
|
fromDate: fy['FromDate'] as string,
|
|
toDate: fy['ToDate'] as string,
|
|
}))
|
|
.filter(fy => {
|
|
const year = new Date(fy.fromDate).getFullYear()
|
|
return ALLOWED_FISCAL_YEARS.has(year)
|
|
})
|
|
|
|
if (allowedYears.length > 0) {
|
|
// Fetch SIE type 4 for the most recent allowed year to get stats
|
|
const latestYear = allowedYears[allowedYears.length - 1]
|
|
const sieContent = await fortnoxClient.getText(
|
|
resolved.accessToken,
|
|
`/sie/4?financialyear=${latestYear.id}`
|
|
)
|
|
if (sieContent) {
|
|
const parsed = parseSIEFile(sieContent)
|
|
sieAvailable = true
|
|
sieStats = {
|
|
accountCount: parsed.accounts.length,
|
|
transactionCount: parsed.vouchers.length,
|
|
fiscalYears: allowedYears.map(fy => new Date(fy.fromDate).getFullYear()),
|
|
}
|
|
}
|
|
}
|
|
} catch (err) {
|
|
log.info('SIE export failed:', err instanceof Error ? err.message : String(err))
|
|
}
|
|
}
|
|
|
|
// Check if the company already has completed SIE imports (from manual upload)
|
|
const { count: sieImportCount } = await supabase
|
|
.from('sie_imports')
|
|
.select('*', { count: 'exact', head: true })
|
|
.eq('company_id', companyId)
|
|
.eq('status', 'completed')
|
|
|
|
return NextResponse.json({
|
|
consent: {
|
|
id: consent.id,
|
|
provider: consent.provider,
|
|
status: consent.status,
|
|
companyName: consent.companyName,
|
|
},
|
|
companyInfo: mapped,
|
|
sieAvailable,
|
|
sieStats,
|
|
hasSieData: (sieImportCount ?? 0) > 0,
|
|
})
|
|
} catch (error) {
|
|
log.error('arcim preview failed', error as Error)
|
|
// Classify HTTP failures into typed codes so the toast can suggest
|
|
// reconnect / retry instead of a generic "preview failed".
|
|
const classified = classifyProviderError(error)
|
|
return errorResponseFromCode(classified ?? 'PROVIDER_PREVIEW_FAILED', moduleLog, {
|
|
details: {
|
|
reason: error instanceof Error ? error.message : 'unknown',
|
|
classified: classified ?? 'unclassified',
|
|
},
|
|
})
|
|
}
|
|
},
|
|
},
|
|
|
|
// ── Fetch + parse SIE data for mapping step ───────────────────
|
|
{
|
|
method: 'GET',
|
|
path: '/sie-data',
|
|
handler: async (request: Request, ctx?: ExtensionContext) => {
|
|
const log = ctx?.log ?? console
|
|
const supabase = ctx?.supabase ?? await (await import('@/lib/supabase/server')).createClient()
|
|
const { data: { user } } = await supabase.auth.getUser()
|
|
|
|
if (!user) {
|
|
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
|
|
}
|
|
|
|
const companyId = ctx?.companyId ?? user.id
|
|
|
|
const url = new URL(request.url)
|
|
const consentId = url.searchParams.get('consentId')
|
|
|
|
if (!consentId) {
|
|
return NextResponse.json({ error: 'consentId is required' }, { status: 400 })
|
|
}
|
|
|
|
try {
|
|
// Resolve consent
|
|
const resolved = await resolveConsent(companyId, consentId)
|
|
const provider = resolved.consent.provider as ProviderName
|
|
|
|
if (provider !== 'fortnox') {
|
|
return errorResponseFromCode('PROVIDER_SIE_ONLY_FORTNOX', moduleLog, {
|
|
details: { provider },
|
|
})
|
|
}
|
|
|
|
// Fetch financial years from Fortnox
|
|
const fyResponse = await fortnoxClient.get<Record<string, unknown>>(
|
|
resolved.accessToken,
|
|
'/financialyears'
|
|
)
|
|
const years = (fyResponse['FinancialYears'] as Record<string, unknown>[] | undefined) ?? []
|
|
const allowedYears = years
|
|
.map(fy => ({
|
|
id: fy['Id'] as number,
|
|
fromDate: fy['FromDate'] as string,
|
|
toDate: fy['ToDate'] as string,
|
|
}))
|
|
.filter(fy => {
|
|
const year = new Date(fy.fromDate).getFullYear()
|
|
return ALLOWED_FISCAL_YEARS.has(year)
|
|
})
|
|
|
|
if (allowedYears.length === 0) {
|
|
return errorResponseFromCode('PROVIDER_SIE_NO_YEARS', moduleLog)
|
|
}
|
|
|
|
// Fetch SIE type 4 for each allowed year
|
|
const sieFiles: { fiscalYear: number; rawContent: string }[] = []
|
|
for (const fy of allowedYears) {
|
|
try {
|
|
const sieContent = await fortnoxClient.getText(
|
|
resolved.accessToken,
|
|
`/sie/4?financialyear=${fy.id}`
|
|
)
|
|
if (sieContent) {
|
|
sieFiles.push({
|
|
fiscalYear: new Date(fy.fromDate).getFullYear(),
|
|
rawContent: sieContent,
|
|
})
|
|
}
|
|
} catch (err) {
|
|
log.info(`Failed to fetch SIE for year ${fy.id}:`, err instanceof Error ? err.message : String(err))
|
|
}
|
|
}
|
|
|
|
if (sieFiles.length === 0) {
|
|
return errorResponseFromCode('PROVIDER_SIE_NO_YEARS', moduleLog)
|
|
}
|
|
|
|
// Parse most recent file for preview/validation
|
|
const sieFile = sieFiles[sieFiles.length - 1]
|
|
const parsed = parseSIEFile(sieFile.rawContent)
|
|
const validation = validateSIEFile(parsed)
|
|
|
|
if (!validation.valid) {
|
|
return NextResponse.json({
|
|
error: 'validation',
|
|
message: 'SIE file validation failed',
|
|
validation,
|
|
}, { status: 400 })
|
|
}
|
|
|
|
// Collect ALL unique accounts across ALL fiscal year files
|
|
const allAccountsMap = new Map<string, { number: string; name: string }>()
|
|
for (const file of sieFiles) {
|
|
const fileParsed = parseSIEFile(file.rawContent)
|
|
for (const acc of fileParsed.accounts) {
|
|
if (!allAccountsMap.has(acc.number)) {
|
|
allAccountsMap.set(acc.number, { number: acc.number, name: acc.name })
|
|
}
|
|
}
|
|
}
|
|
const allAccounts = [...allAccountsMap.values()]
|
|
.filter(a => !isSystemAccount(a.number))
|
|
.map(a => ({ number: a.number, name: a.name }))
|
|
|
|
// Load existing user mappings
|
|
const existingMappings = await loadMappings(supabase, companyId)
|
|
const existingRecords = [...existingMappings.values()].map(m => ({
|
|
id: '',
|
|
user_id: user.id,
|
|
source_account: m.sourceAccount,
|
|
source_name: m.sourceName,
|
|
target_account: m.targetAccount,
|
|
confidence: m.confidence,
|
|
match_type: m.matchType,
|
|
created_at: '',
|
|
updated_at: '',
|
|
}))
|
|
|
|
// Suggest mappings
|
|
const basAccounts = BAS_REFERENCE.map(b => ({
|
|
account_number: b.account_number,
|
|
account_name: b.account_name,
|
|
}))
|
|
const mappings = suggestMappings(allAccounts, basAccounts, existingRecords)
|
|
const mappingStats = getMappingStats(mappings)
|
|
|
|
log.info(`Account mapping: ${allAccounts.length} unique accounts across ${sieFiles.length} files, ${mappingStats.unmapped} unmapped`)
|
|
|
|
const preview = generateImportPreview(parsed, mappings)
|
|
|
|
// Detect prior imports by *fiscal period overlap*, not file hash.
|
|
// Fortnox embeds the export-time #GEN date in every SIE export so
|
|
// the hash always changes between syncs; only the period stays
|
|
// stable. A re-sync replaces the prior import for the same period.
|
|
const fileStatuses: {
|
|
fiscalYear: number
|
|
rawContent: string
|
|
previousImport: {
|
|
importedAt: string | null
|
|
fiscalYearStart: string | null
|
|
fiscalYearEnd: string | null
|
|
} | null
|
|
}[] = []
|
|
for (const file of sieFiles) {
|
|
const fileParsed = parseSIEFile(file.rawContent)
|
|
const fyStart = fileParsed.stats.fiscalYearStart
|
|
const fyEnd = fileParsed.stats.fiscalYearEnd
|
|
|
|
let priorImport: {
|
|
imported_at: string | null
|
|
fiscal_year_start: string | null
|
|
fiscal_year_end: string | null
|
|
} | null = null
|
|
|
|
if (fyStart && fyEnd) {
|
|
const { data } = await supabase
|
|
.from('sie_imports')
|
|
.select('imported_at, fiscal_year_start, fiscal_year_end')
|
|
.eq('company_id', companyId)
|
|
.eq('status', 'completed')
|
|
.lte('fiscal_year_start', fyEnd)
|
|
.gte('fiscal_year_end', fyStart)
|
|
.limit(1)
|
|
.maybeSingle()
|
|
priorImport = data
|
|
}
|
|
|
|
fileStatuses.push({
|
|
fiscalYear: file.fiscalYear,
|
|
rawContent: file.rawContent,
|
|
previousImport: priorImport
|
|
? {
|
|
importedAt: priorImport.imported_at,
|
|
fiscalYearStart: priorImport.fiscal_year_start,
|
|
fiscalYearEnd: priorImport.fiscal_year_end,
|
|
}
|
|
: null,
|
|
})
|
|
}
|
|
|
|
const replacedFileCount = fileStatuses.filter(f => f.previousImport).length
|
|
|
|
return NextResponse.json({
|
|
parsed,
|
|
mappings,
|
|
mappingStats,
|
|
preview,
|
|
validation,
|
|
rawContent: fileStatuses.map(f => f.rawContent),
|
|
fileStatuses: fileStatuses.map(f => ({
|
|
fiscalYear: f.fiscalYear,
|
|
previousImport: f.previousImport,
|
|
// Back-compat for older wizard builds: an `alreadyImported`
|
|
// boolean. The new wizard reads `previousImport` directly.
|
|
alreadyImported: !!f.previousImport,
|
|
importedAt: f.previousImport?.importedAt ?? null,
|
|
})),
|
|
allImported: false,
|
|
newFileCount: fileStatuses.length - replacedFileCount,
|
|
replacedFileCount,
|
|
basAccounts: BAS_REFERENCE,
|
|
})
|
|
} catch (error) {
|
|
log.error('arcim sie-data fetch failed', error as Error)
|
|
const classified = classifyProviderError(error)
|
|
return errorResponseFromCode(classified ?? 'PROVIDER_SIE_FETCH_FAILED', moduleLog, {
|
|
details: {
|
|
reason: error instanceof Error ? error.message : 'unknown',
|
|
classified: classified ?? 'unclassified',
|
|
},
|
|
})
|
|
}
|
|
},
|
|
},
|
|
|
|
// ── Import SIE data (accounts, balances, vouchers) ────────────
|
|
{
|
|
method: 'POST',
|
|
path: '/import-sie',
|
|
handler: async (request: Request, ctx?: ExtensionContext) => {
|
|
const log = ctx?.log ?? console
|
|
const supabase = ctx?.supabase ?? await (await import('@/lib/supabase/server')).createClient()
|
|
const { data: { user } } = await supabase.auth.getUser()
|
|
|
|
if (!user) {
|
|
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
|
|
}
|
|
|
|
const companyId = ctx?.companyId ?? user.id
|
|
|
|
const { rawContent, mappings, options } = await request.json() as {
|
|
rawContent: string
|
|
mappings: import('@/lib/import/types').AccountMapping[]
|
|
options: {
|
|
createFiscalPeriod: boolean
|
|
importOpeningBalances: boolean
|
|
importTransactions: boolean
|
|
voucherSeries?: string
|
|
}
|
|
}
|
|
|
|
if (!rawContent || !mappings) {
|
|
return NextResponse.json({ error: 'rawContent and mappings are required' }, { status: 400 })
|
|
}
|
|
|
|
try {
|
|
const parsed = parseSIEFile(rawContent)
|
|
|
|
// Validate all accounts are mapped (same as manual upload)
|
|
const unmapped = mappings.filter((m: import('@/lib/import/types').AccountMapping) => !m.targetAccount)
|
|
if (unmapped.length > 0) {
|
|
return NextResponse.json({
|
|
error: 'validation',
|
|
message: `${unmapped.length} account(s) are not mapped`,
|
|
unmappedAccounts: unmapped.map((m: import('@/lib/import/types').AccountMapping) => ({
|
|
account: m.sourceAccount,
|
|
name: m.sourceName,
|
|
})),
|
|
}, { status: 400 })
|
|
}
|
|
|
|
// Auto-activate mapped BAS accounts not yet in user's chart (same as manual upload)
|
|
const mappedAccountNumbers = [
|
|
...new Set(mappings.filter((m: import('@/lib/import/types').AccountMapping) => m.targetAccount).map((m: import('@/lib/import/types').AccountMapping) => m.targetAccount)),
|
|
]
|
|
|
|
const allCompanyAccounts = await fetchAllRows(({ from, to }) =>
|
|
supabase
|
|
.from('chart_of_accounts')
|
|
.select('account_number')
|
|
.eq('company_id', companyId)
|
|
.range(from, to)
|
|
)
|
|
const existingNumbers = new Set(allCompanyAccounts.map((a: { account_number: string }) => a.account_number))
|
|
|
|
const mappingNameLookup = new Map<string, string>()
|
|
for (const m of mappings) {
|
|
if (m.targetAccount) {
|
|
mappingNameLookup.set(m.targetAccount, m.targetName || m.sourceName)
|
|
}
|
|
}
|
|
|
|
const accountsToActivate = mappedAccountNumbers
|
|
.filter((num) => !existingNumbers.has(num))
|
|
.map((num) => {
|
|
const ref = getBASReference(num)
|
|
if (ref) {
|
|
return {
|
|
user_id: user.id,
|
|
company_id: companyId,
|
|
account_number: ref.account_number,
|
|
account_name: ref.account_name,
|
|
account_class: ref.account_class,
|
|
account_group: ref.account_group,
|
|
account_type: ref.account_type,
|
|
normal_balance: ref.normal_balance,
|
|
plan_type: 'full_bas' as const,
|
|
is_active: true,
|
|
is_system_account: false,
|
|
description: ref.description,
|
|
sru_code: ref.sru_code,
|
|
sort_order: parseInt(ref.account_number),
|
|
}
|
|
}
|
|
|
|
const accountClass = parseInt(num.charAt(0), 10)
|
|
const accountGroup = num.substring(0, 2)
|
|
const accountName = mappingNameLookup.get(num) || `Konto ${num}`
|
|
const accountType =
|
|
accountClass === 1 ? 'asset'
|
|
: accountClass === 2 ? 'liability'
|
|
: accountClass === 3 ? 'revenue'
|
|
: 'expense'
|
|
const normalBalance =
|
|
accountClass <= 1 || accountClass >= 4 ? 'debit' : 'credit'
|
|
|
|
return {
|
|
user_id: user.id,
|
|
company_id: companyId,
|
|
account_number: num,
|
|
account_name: accountName,
|
|
account_class: accountClass,
|
|
account_group: accountGroup,
|
|
account_type: accountType,
|
|
normal_balance: normalBalance,
|
|
plan_type: 'full_bas' as const,
|
|
is_active: true,
|
|
is_system_account: false,
|
|
description: accountName,
|
|
sru_code: null,
|
|
sort_order: parseInt(num),
|
|
}
|
|
})
|
|
|
|
if (accountsToActivate.length > 0) {
|
|
const { error: activateError } = await supabase
|
|
.from('chart_of_accounts')
|
|
.insert(accountsToActivate)
|
|
|
|
if (activateError) {
|
|
return NextResponse.json({
|
|
error: `Failed to activate accounts: ${activateError.message}`,
|
|
}, { status: 500 })
|
|
}
|
|
log.info(`Auto-activated ${accountsToActivate.length} accounts`)
|
|
}
|
|
|
|
await saveMappings(supabase, user.id, mappings)
|
|
|
|
const result = await executeSIEImport(supabase, companyId, user.id, parsed, mappings, {
|
|
filename: `migration-sie-${Date.now()}.se`,
|
|
fileContent: rawContent,
|
|
createFiscalPeriod: options.createFiscalPeriod,
|
|
importOpeningBalances: options.importOpeningBalances,
|
|
importTransactions: options.importTransactions,
|
|
voucherSeries: options.voucherSeries,
|
|
// Fortnox re-sync semantics: a prior completed import for the
|
|
// same fiscal year is automatically replaced (its imported
|
|
// entries are cancelled) so the user can pull updated data
|
|
// without manual cleanup. Manual SIE upload keeps default
|
|
// 'block' behavior.
|
|
onExistingPeriod: 'replace',
|
|
})
|
|
|
|
log.info('SIE import completed:', {
|
|
success: result.success,
|
|
journalEntriesCreated: result.journalEntriesCreated,
|
|
errors: result.errors.length,
|
|
errorDetails: result.errors.slice(0, 10),
|
|
})
|
|
|
|
return NextResponse.json(result)
|
|
} catch (error) {
|
|
log.error('arcim sie import failed', error as Error)
|
|
const classified = classifyProviderError(error)
|
|
return errorResponseFromCode(classified ?? 'SIE_IMPORT_UNEXPECTED', moduleLog, {
|
|
details: {
|
|
reason: error instanceof Error ? error.message : 'unknown',
|
|
classified: classified ?? 'unclassified',
|
|
},
|
|
})
|
|
}
|
|
},
|
|
},
|
|
|
|
// ── Execute entity migration (customers, suppliers, invoices) ──
|
|
{
|
|
method: 'POST',
|
|
path: '/migrate',
|
|
handler: async (request: Request, ctx?: ExtensionContext) => {
|
|
const log = ctx?.log ?? console
|
|
const supabase = ctx?.supabase ?? await (await import('@/lib/supabase/server')).createClient()
|
|
const { data: { user } } = await supabase.auth.getUser()
|
|
|
|
if (!user) {
|
|
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
|
|
}
|
|
|
|
const companyId = ctx?.companyId ?? user.id
|
|
|
|
const {
|
|
consentId,
|
|
importCompanyInfo = true,
|
|
importCustomers = true,
|
|
importSuppliers = true,
|
|
importSalesInvoices = true,
|
|
importSupplierInvoices = true,
|
|
reconcileVouchers = true,
|
|
} = await request.json() as {
|
|
consentId: string
|
|
importCompanyInfo?: boolean
|
|
importCustomers?: boolean
|
|
importSuppliers?: boolean
|
|
importSalesInvoices?: boolean
|
|
importSupplierInvoices?: boolean
|
|
reconcileVouchers?: boolean
|
|
}
|
|
|
|
if (!consentId) {
|
|
return NextResponse.json({ error: 'consentId is required' }, { status: 400 })
|
|
}
|
|
|
|
try {
|
|
const consent = await getConsent(consentId)
|
|
if (consent.status !== 0 && consent.status !== 1) {
|
|
return errorResponseFromCode('PROVIDER_CONSENT_NOT_READY', moduleLog, {
|
|
details: { consentId, status: consent.status },
|
|
})
|
|
}
|
|
|
|
log.info(`Starting migration for user ${user.id} from ${consent.provider}`)
|
|
|
|
const results = await executeMigration({
|
|
consentId,
|
|
companyId,
|
|
userId: user.id,
|
|
supabase,
|
|
importCompanyInfo,
|
|
importCustomers,
|
|
importSuppliers,
|
|
importSalesInvoices,
|
|
importSupplierInvoices,
|
|
reconcileVouchers,
|
|
})
|
|
|
|
log.info('Migration completed:', results)
|
|
|
|
// Mark consent as fully accepted now that data has been imported
|
|
await acceptConsent(consentId)
|
|
|
|
return NextResponse.json({ success: true, results })
|
|
} catch (error) {
|
|
log.error('arcim migration failed', error as Error)
|
|
const classified = classifyProviderError(error)
|
|
return errorResponseFromCode(classified ?? 'PROVIDER_MIGRATE_FAILED', moduleLog, {
|
|
details: {
|
|
reason: error instanceof Error ? error.message : 'unknown',
|
|
classified: classified ?? 'unclassified',
|
|
},
|
|
})
|
|
}
|
|
},
|
|
},
|
|
|
|
// ── Reconcile supplier invoices to GL payment vouchers ────────
|
|
// Re-runnable maintenance endpoint. The migration runs this automatically as
|
|
// its final step, but SIE (the GL) and entity import are two separate HTTP
|
|
// requests whose order is UI-driven — so if the GL lands after the entity
|
|
// import, or a company was migrated before this feature existed, call this to
|
|
// auto-link settled supplier invoices to their existing vouchers. Pass
|
|
// { dryRun: true } to preview the plan (incl. items needing manual review)
|
|
// without writing.
|
|
{
|
|
method: 'POST',
|
|
path: '/reconcile',
|
|
handler: async (request: Request, ctx?: ExtensionContext) => {
|
|
const log = ctx?.log ?? console
|
|
const supabase = ctx?.supabase ?? await (await import('@/lib/supabase/server')).createClient()
|
|
const { data: { user } } = await supabase.auth.getUser()
|
|
|
|
if (!user) {
|
|
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
|
|
}
|
|
|
|
const companyId = ctx?.companyId ?? user.id
|
|
|
|
let dryRun = false
|
|
try {
|
|
const body = (await request.json()) as { dryRun?: boolean }
|
|
dryRun = body?.dryRun === true
|
|
} catch {
|
|
// empty body is fine — default to a real run
|
|
}
|
|
|
|
try {
|
|
const result = await reconcileSupplierInvoiceVouchers({
|
|
supabase,
|
|
companyId,
|
|
userId: user.id,
|
|
dryRun,
|
|
})
|
|
log.info('arcim reconcile completed', {
|
|
companyId,
|
|
dryRun,
|
|
autoLinked: result.autoLinked,
|
|
ambiguous: result.ambiguous,
|
|
unmatched: result.unmatched,
|
|
})
|
|
return NextResponse.json({ success: true, dryRun, result })
|
|
} catch (error) {
|
|
log.error('arcim reconcile failed', error as Error)
|
|
return errorResponseFromCode('PROVIDER_MIGRATE_FAILED', moduleLog, {
|
|
details: { reason: error instanceof Error ? error.message : 'unknown' },
|
|
})
|
|
}
|
|
},
|
|
},
|
|
|
|
// ── Accept consent (mark as fully connected after import) ─────
|
|
{
|
|
method: 'POST',
|
|
path: '/accept',
|
|
handler: async (request: Request, ctx?: ExtensionContext) => {
|
|
const supabase = ctx?.supabase ?? await (await import('@/lib/supabase/server')).createClient()
|
|
const { data: { user } } = await supabase.auth.getUser()
|
|
|
|
if (!user) {
|
|
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
|
|
}
|
|
|
|
const companyId = ctx?.companyId ?? user.id
|
|
const { consentId } = await request.json() as { consentId: string }
|
|
if (!consentId) {
|
|
return NextResponse.json({ error: 'consentId is required' }, { status: 400 })
|
|
}
|
|
|
|
// Verify consent belongs to this company before mutating
|
|
const { data: consent } = await supabase
|
|
.from('provider_consents')
|
|
.select('id')
|
|
.eq('id', consentId)
|
|
.eq('company_id', companyId)
|
|
.single()
|
|
|
|
if (!consent) {
|
|
return errorResponseFromCode('PROVIDER_CONSENT_NOT_FOUND', moduleLog)
|
|
}
|
|
|
|
try {
|
|
await acceptConsent(consentId)
|
|
return NextResponse.json({ success: true })
|
|
} catch (error) {
|
|
moduleLog.error('arcim accept failed', error as Error, { consentId })
|
|
return errorResponseFromCode('PROVIDER_ACCEPT_FAILED', moduleLog, {
|
|
details: { reason: error instanceof Error ? error.message : 'unknown' },
|
|
})
|
|
}
|
|
},
|
|
},
|
|
|
|
// ── Disconnect / revoke consent ───────────────────────────────
|
|
{
|
|
method: 'DELETE',
|
|
path: '/disconnect',
|
|
handler: async (request: Request, ctx?: ExtensionContext) => {
|
|
const log = ctx?.log ?? console
|
|
const supabase = ctx?.supabase ?? await (await import('@/lib/supabase/server')).createClient()
|
|
const { data: { user } } = await supabase.auth.getUser()
|
|
|
|
if (!user) {
|
|
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
|
|
}
|
|
|
|
const companyId = ctx?.companyId ?? user.id
|
|
const { consentId } = await request.json() as { consentId: string }
|
|
|
|
if (!consentId) {
|
|
return NextResponse.json({ error: 'consentId is required' }, { status: 400 })
|
|
}
|
|
|
|
// Verify consent belongs to this company before mutating
|
|
const { data: consent } = await supabase
|
|
.from('provider_consents')
|
|
.select('id')
|
|
.eq('id', consentId)
|
|
.eq('company_id', companyId)
|
|
.single()
|
|
|
|
if (!consent) {
|
|
return errorResponseFromCode('PROVIDER_CONSENT_NOT_FOUND', moduleLog)
|
|
}
|
|
|
|
try {
|
|
await deleteConsent(consentId)
|
|
|
|
if (ctx?.settings) {
|
|
await ctx.settings.clear('consent_id')
|
|
await ctx.settings.clear('provider')
|
|
}
|
|
|
|
return NextResponse.json({ success: true })
|
|
} catch (error) {
|
|
log.error('arcim disconnect failed', error as Error, { consentId })
|
|
return errorResponseFromCode('PROVIDER_DISCONNECT_FAILED', moduleLog, {
|
|
details: { reason: error instanceof Error ? error.message : 'unknown' },
|
|
})
|
|
}
|
|
},
|
|
},
|
|
],
|
|
|
|
eventHandlers: [],
|
|
}
|