Files
accounted/app/api/import/sie/execute/route.ts
T
Jakob Wennberg 23664e79cb feat: multi-series SIE import, reusable FiscalYearSelector, library templates in picker (#278)
* 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>
2026-04-20 11:40:15 +02:00

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 }
)
}
}