23664e79cb
* feat: multi-series SIE import, reusable FiscalYearSelector, library templates in picker - SIE import preserves each voucher's source series (B/C/I/V/...), essential for Fortnox migrations where series carry semantic meaning (kundfakturor, inbetalningar, etc.). Target numbering still goes through next_voucher_number per series; source (series, number) is stored in the migration mapping for BFNAR 2013:2 audit trail. - Execute route reads company_settings.default_voucher_series as the fallback for vouchers arriving without a series (SIE4I). - Extract shared FiscalYearSelector component; adopt in /reports and /bookkeeping. - Transaction TemplatePicker now surfaces user-created library templates (company + team scope) alongside the static registry, with a helper to convert simple library templates into the BookingTemplate shape. - Exclude 8999 "Årets resultat" from income statement financial section and monthly breakdown so year-end closing entries don't cancel the net result. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * test: skip Bokio SIE regression when fixtures are absent /dev_docs is gitignored (contains anonymised customer exports), so the integration test can't find its input files in CI. Gate the suite on fixture presence so it still runs locally. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: address Greptile review feedback - convertLibraryToBookingTemplate: default entity_applicability to 'all' when the source template has no entity_type, so TemplatePicker doesn't silently hide it for companies with a set entity type. - FiscalYearSelector: fire onReady in the no-company early-return branch so consumers (e.g. ReportsPage) don't get stuck in a loading skeleton while the company context is still hydrating. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
247 lines
8.7 KiB
TypeScript
247 lines
8.7 KiB
TypeScript
import { createClient } from '@/lib/supabase/server'
|
|
import { fetchAllRows } from '@/lib/supabase/fetch-all'
|
|
import { NextResponse } from 'next/server'
|
|
import { requireCompanyId } from '@/lib/company/context'
|
|
import { requireWritePermission } from '@/lib/auth/require-write'
|
|
import { parseSIEFile, detectEncoding, decodeBuffer } from '@/lib/import/sie-parser'
|
|
import { suggestMappings } from '@/lib/import/account-mapper'
|
|
import { executeSIEImport, checkDuplicateImport } from '@/lib/import/sie-import'
|
|
import { BAS_REFERENCE } from '@/lib/bookkeeping/bas-data'
|
|
import { getBASReference } from '@/lib/bookkeeping/bas-reference'
|
|
import type { AccountMapping, SIEAccountMappingRecord } from '@/lib/import/types'
|
|
|
|
// SIE imports with many vouchers need extended execution time
|
|
export const maxDuration = 300
|
|
|
|
/**
|
|
* POST /api/import/sie/execute
|
|
* Execute the SIE import
|
|
*/
|
|
export async function POST(request: Request) {
|
|
const supabase = await createClient()
|
|
|
|
const {
|
|
data: { user },
|
|
} = await supabase.auth.getUser()
|
|
|
|
if (!user) {
|
|
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
|
|
}
|
|
|
|
const writeCheck = await requireWritePermission(supabase, user.id)
|
|
if (!writeCheck.ok) return writeCheck.response
|
|
|
|
const companyId = await requireCompanyId(supabase, user.id)
|
|
|
|
try {
|
|
// Get form data with file and options
|
|
const formData = await request.formData()
|
|
const file = formData.get('file') as File | null
|
|
const mappingsJson = formData.get('mappings') as string | null
|
|
const optionsJson = formData.get('options') as string | null
|
|
|
|
if (!file) {
|
|
return NextResponse.json({ error: 'Ingen fil bifogad. Gå tillbaka och ladda upp filen igen.' }, { status: 400 })
|
|
}
|
|
|
|
// Parse options. The voucherSeries option is only a fallback for vouchers
|
|
// that arrive without a series (SIE4I subsystem files); the import engine
|
|
// preserves each #VER's source series per voucher.
|
|
const parsedOptions = optionsJson ? JSON.parse(optionsJson) : null
|
|
const { data: companySettings } = await supabase
|
|
.from('company_settings')
|
|
.select('default_voucher_series')
|
|
.eq('company_id', companyId)
|
|
.maybeSingle()
|
|
const companyDefaultSeries = companySettings?.default_voucher_series || 'B'
|
|
|
|
const options = parsedOptions ?? {
|
|
createFiscalPeriod: true,
|
|
importOpeningBalances: true,
|
|
importTransactions: true,
|
|
voucherSeries: companyDefaultSeries,
|
|
}
|
|
|
|
// Read and decode file
|
|
const arrayBuffer = await file.arrayBuffer()
|
|
const encoding = detectEncoding(arrayBuffer)
|
|
const content = decodeBuffer(arrayBuffer, encoding)
|
|
|
|
// Parse the SIE file
|
|
const parsed = parseSIEFile(content)
|
|
|
|
// Check for duplicate import before doing any work
|
|
const duplicate = await checkDuplicateImport(supabase, companyId, content)
|
|
if (duplicate) {
|
|
return NextResponse.json({
|
|
error: 'duplicate',
|
|
message: `Denna fil har redan importerats ${duplicate.imported_at ? new Date(duplicate.imported_at).toLocaleDateString('sv-SE') : ''}`.trim(),
|
|
}, { status: 409 })
|
|
}
|
|
|
|
// Get mappings - either from request or generate new ones
|
|
let mappings: AccountMapping[]
|
|
|
|
if (mappingsJson) {
|
|
mappings = JSON.parse(mappingsJson)
|
|
} else {
|
|
// Match against full BAS reference (not just user's active chart)
|
|
const { data: storedMappings } = await supabase
|
|
.from('sie_account_mappings')
|
|
.select('*')
|
|
.eq('company_id', companyId)
|
|
|
|
mappings = suggestMappings(
|
|
parsed.accounts,
|
|
BAS_REFERENCE,
|
|
(storedMappings as SIEAccountMappingRecord[]) || undefined
|
|
)
|
|
}
|
|
|
|
// Validate all accounts are mapped
|
|
const unmapped = mappings.filter((m) => !m.targetAccount)
|
|
if (unmapped.length > 0) {
|
|
const accountList = unmapped.slice(0, 5).map((m) => `${m.sourceAccount} (${m.sourceName})`).join(', ')
|
|
const remaining = unmapped.length > 5 ? ` och ${unmapped.length - 5} till` : ''
|
|
return NextResponse.json({
|
|
error: 'validation',
|
|
message: `${unmapped.length} konto(n) saknar mappning: ${accountList}${remaining}. Gå tillbaka till kontomappningssteget och koppla alla konton.`,
|
|
unmappedAccounts: unmapped.map((m) => ({
|
|
account: m.sourceAccount,
|
|
name: m.sourceName,
|
|
})),
|
|
}, { status: 400 })
|
|
}
|
|
|
|
// Auto-activate any mapped BAS accounts not yet in the user's chart
|
|
const mappedAccountNumbers = [
|
|
...new Set(mappings.filter((m) => m.targetAccount).map((m) => m.targetAccount)),
|
|
]
|
|
|
|
const allCompanyAccounts = await fetchAllRows(({ from, to }) =>
|
|
supabase
|
|
.from('chart_of_accounts')
|
|
.select('account_number')
|
|
.eq('company_id', companyId)
|
|
.range(from, to)
|
|
)
|
|
const mappedSet = new Set(mappedAccountNumbers)
|
|
const existingAccounts = allCompanyAccounts.filter((a) => mappedSet.has(a.account_number))
|
|
|
|
// Build a lookup from SIE mappings for account names (used for bas_range accounts)
|
|
const mappingNameLookup = new Map<string, string>()
|
|
for (const m of mappings) {
|
|
if (m.targetAccount) {
|
|
mappingNameLookup.set(m.targetAccount, m.targetName || m.sourceName)
|
|
}
|
|
}
|
|
|
|
const existingNumbers = new Set(existingAccounts.map((a) => a.account_number))
|
|
const accountsToActivate = mappedAccountNumbers
|
|
.filter((num) => !existingNumbers.has(num))
|
|
.map((num) => {
|
|
const ref = getBASReference(num)
|
|
if (ref) {
|
|
// Account exists in BAS reference — use full metadata
|
|
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),
|
|
}
|
|
}
|
|
|
|
// Account not in BAS reference (sub-account like 1241 Personbilar).
|
|
// Derive metadata from the 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: `Kunde inte aktivera konton i kontoplanen: ${activateError.message}. Kontrollera att kontona inte redan finns med andra inställningar.`,
|
|
}, { status: 500 })
|
|
}
|
|
}
|
|
|
|
// Execute the import
|
|
const result = await executeSIEImport(
|
|
supabase,
|
|
companyId,
|
|
user.id,
|
|
parsed,
|
|
mappings,
|
|
{
|
|
filename: file.name,
|
|
fileContent: content,
|
|
createFiscalPeriod: options.createFiscalPeriod,
|
|
importOpeningBalances: options.importOpeningBalances,
|
|
importTransactions: options.importTransactions,
|
|
voucherSeries: options.voucherSeries || companyDefaultSeries,
|
|
}
|
|
)
|
|
|
|
if (!result.success) {
|
|
return NextResponse.json({
|
|
error: 'import',
|
|
message: 'Importen slutfördes med fel. Se detaljerna nedan för att förstå vad som gick snett.',
|
|
result,
|
|
}, { status: 400 })
|
|
}
|
|
|
|
return NextResponse.json({
|
|
success: true,
|
|
result,
|
|
})
|
|
} catch (error) {
|
|
console.error('SIE import error:', error)
|
|
const detail = error instanceof Error ? error.message : ''
|
|
return NextResponse.json(
|
|
{
|
|
error: `Importen avbröts oväntat. Ingen data har sparats.${detail ? ` (${detail})` : ''} Försök igen — om felet kvarstår, kontakta support.`,
|
|
},
|
|
{ status: 500 }
|
|
)
|
|
}
|
|
}
|