04f902fe8f8444ff3265d5bbf39bcbbcaa05608d
21
Commits
| Author | SHA1 | Message | Date | |
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 Mattsson
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dec920682f |
Fix/UI changes (#439)
* feat(bookkeeping): add preview for next voucher number in JournalEntryForm * feat(encoding): implement U+FFFD recovery for Swedish text in encoding functions |
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MattssonandClaude Opus 4.7
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a53a119a2e |
Fix/vat parent accounts (#438)
* feat(enable-banking): add support for account selection and syncing - Updated StoredAccount interface to include an 'enabled' flag for account syncing preferences. - Enhanced ensureFiscalPeriod function to handle overlapping fiscal periods with posted entries and opening balances. - Added tests for fiscal period validation and account syncing logic. - Implemented AccountPickerDialog component for user account selection. - Created API routes for PATCH /accounts and POST /sync to manage account syncing. - Introduced 'pending_selection' status for bank connections to allow user account selection before syncing. - Updated database migration to support new connection status and backfill existing accounts with enabled=true. * feat(enable-banking): implement account selection and consent event logging --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.7
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11e07b34c3 |
fix(sie-import): reject overlap-but-not-contain fiscal periods (#421)
* fix(sie-import): reject overlap-but-not-contain fiscal periods ensureFiscalPeriod previously fell back silently to any partially-overlapping fiscal_period when no period fully contained the SIE file's #RAR range. That stamped every imported voucher with a fiscal_period_id whose date window didn't cover the voucher's own entry_date — breaking the SIE invariant that #VER dates fall inside #RAR and BFL 5 kap. (verifikationsnummer i obruten serie per räkenskapsår). Reproduced in production: a customer with a broken fiscal year (Mar–Feb) had their previous-year SIE collapse into a calendar 2026 period, mixing 116 prior-year vouchers into the current period's voucher sequence. Now: fully-contained → reuse; partial overlap → reject with a clear Swedish message pointing at the period dates that would need to be fixed; no overlap → create a new period as before. Adds a defense-in-depth pre-check in executeImport that rejects with a Swedish error if any individual #VER date falls outside the resolved fiscal period — catches multi-year SIE files (which gnubok does not yet support) without producing corrupted journal entries. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(sie-import): fail closed on period-fetch error in voucher-date guard Greptile correctly flagged that the voucher-date guard wrapped the period fetch in `if (resolvedPeriod)` without checking the .single() error. A transient network error or RLS failure returned null for data, the guard body skipped, and importVouchers ran with no date validation — the same data-corruption path the guard exists to close. Now: surface the fetch error to the user (Swedish) and abort the import. Also switches the date comparison from millisecond timestamps to YYYY-MM-DD string compare. SIE per spec is date-only and our parser normalizes to midnight, but string compare matches the underlying DATE columns exactly and removes a latent off-by-one risk on the period's last day if a future parser change ever attached a time component to v.date. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.7
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4131db2894 |
chore: MCP intent-tools, BankID enrichment table, multi-tenant fixes (#402)
* chore: MCP intent-tools, BankID enrichment table, multi-tenant fixes MCP server gains six intent-shaped tools that collapse multi-call agent flows into one: vat_close_check, query_journal, auto_match_period, create_supplier_invoice_from_inbox, audit_package, year_end_readiness. Tools wired into TOOL_SCOPE_MAP and OPERATION_RISK_TIERS as appropriate (create_supplier_invoice_from_inbox at medium tier — reversible until approve, but stages a leverantörsskuld). BankID enrichment now persists to a dedicated bankid_enrichment table keyed by user_id. extension_data has been company-scoped (NOT NULL company_id) since the multi-tenant refactor, so every BankID signup has silently been failing the enrichment upsert. Select-company picker reads from the new table. delete_last_voucher (BFNAR 2013:2) needs to clear document_attachments.journal_entry_id before deleting the entry, but the new document immutability trigger blocks that UPDATE. Added the same gnubok.allow_delete transaction-scoped bypass pattern used by the journal-entry/line/retention triggers. pg-real tests cover the happy path, the unauthorized direct UPDATE, and the swap-to-different-entry attempt under the bypass flag. fiscal_periods.no_overlapping_fiscal_periods exclusion was scoped to user_id from before multi-tenant — rebound to company_id so the same user can have overlapping fiscal years across companies they own/are member of. Also adds scripts/seed-demo-account.ts for end-to-end demo seeding (two companies, full FY2025, active FY2026 with mixed state). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(pr-402): address review feedback Migrations - Drop 20260506140000_document_journal_entry_immutability_delete_bypass.sql: redundant with 20260506140000_document_journal_entry_immutability_bypass.sql that landed on main while this branch was open. Both share the same gnubok.allow_delete pattern; main's version is what the DB actually has. - Rename 20260506150000_bankid_enrichment_table.sql → 20260506160000_bankid_enrichment_table.sql to clear the timestamp clash with 20260506150000_protect_document_journal_link.sql on main (Supabase branch preview was failing on schema_migrations PK collision). Tests - Drop the swap-under-flag test from delete-last-voucher.pg.test.ts: main's bypass returns NEW unconditionally when gnubok.allow_delete='true', so the swap is permitted. Drop the duplicate happy-path test (already covered by 'clears journal_entry_id on attached documents and deletes the voucher'). Keep the unauthorized-direct-UPDATE test. - Add bankid-enrichment.pg.test.ts covering the SELECT RLS policy: user reads own row, cannot read another user's row, INSERT denied for authenticated. gnubok_query_journal - amount_min/amount_max is applied post-fetch (PostgREST can't OR abs(debit) and abs(credit) cleanly), but PostgREST's count is computed pre-filter. Reporting that as total_lines mislead agents into paginating a tail that was already filtered out. When the amount filter is applied, anchor total_lines and truncated to the filtered set and surface db_matched_pre_amount_filter + amount_filter_applied_post_fetch separately. - Escape `_` in the free-text LIKE filter so a search for "2_441" doesn't match "2X441". VAT close check - Reverse-charge blocker no longer fires on ruta 30 (seller-side domestic omvänd skattskyldighet) — the seller books no VAT, the buyer does, so missing ruta 48 is expected. Now scoped to ruta 31/32 (EU acquisition) where the buyer must book both calculated output (2615) and matching ingående moms (2645). - High-value receipt threshold no longer reads journal_entries.total_amount (column doesn't exist; check silently never fired). Sums debits across the entry's lines, which equals the gross for ordinary purchase entries — comparing a gross figure against the BFL/ML 4 000 SEK threshold per ML 17 kap 26–28 §. seed-demo-account.ts - Require an explicit email argument; refuse to run with the previously hardcoded fallback that would silently target a real user. Ensure email is non-undefined for downstream typing. - Type the supabase fiscal_periods insert result locally so tsc no longer reports 'fp implicitly any' from the loose untyped client. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(test): adjust fiscal-period-start-day pg test for per-company overlap The pg-real failure on PR #402 was a latent bug surfaced by this branch's fiscal_periods exclusion constraint flip from user_id to company_id (migration 20260506140100). The test was inserting periods that overlapped seedCompany's default 2026-01-01..2026-12-31 period; the previous constraint slipped past it because the test's INSERT didn't set user_id (NULL escapes the WITH = match), so two same-company overlapping periods silently coexisted. Now that the constraint correctly fires per company, pick years that don't overlap with the seeded 2026 period. The trigger's behavior under test (allow mid-month start when no earlier period exists, allow back-dated SIE imports, reject mid-month start when an earlier period exists) is unchanged. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(vat-close-check): correct reverse-charge/import blocker rutor Rutor 30/31/32 are the buyer's calculated utgående moms on reverse- charge purchases (domestic byggtjänster/electronics → 2614 → ruta 30; EU goods → 2624 → ruta 31; EU services → 2634 → ruta 32). The buyer must also book matching ingående moms (2647 inhemskt / 2645 utlandet → ruta 48). The previous fix removed ruta 30 on the basis that it was seller-side; that's incorrect — domestic-RC sellers book no VAT at all (they report only beskattningsunderlag on ruta 41), so 2614 only sees buyer-side entries. Restore ruta 30. Also extend the check to import rutor 60/61/62 (non-EU import VAT declared via momsdeklaration since 2015 — 2615/2625/2635). Same mechanic: importer books output VAT on these rutor and deducts the input side via ruta 48. SaaS-from-AWS / OpenAI / Vercel companies hit this path; without including 60/61/62 the blocker would silently miss their misbookings. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(mcp): expose ruta 60/61/62 (import VAT) on the local VatReportResult The vat-close-check fix referenced vatReport.rutor.ruta60/61/62 but the MCP server's local VatReportResult type only carries ruta 05-49. Build broke on tsc. Extend the MCP server's slim VAT report to also project import VAT — 2615 → ruta 60 (25%), 2625 → ruta 61 (12%), 2635 → ruta 62 (6%) — and fold those into ruta 49 (att betala/återfå). Mirrors the BAS-to-Ruta mapping in lib/reports/vat-declaration.ts. Output schema and required list updated accordingly. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Mattsson
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1a6b407a60 |
Supp/verifikationer inconsitency (#369)
* feat(bookkeeping): implement reset bookkeeping functionality with safeguards * feat(migrations): restore relaxed trigger for retroactive first fiscal year |
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Mattsson
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24107338fa |
Fix/balance inconsitency (#306)
* feat: implement fiscal period date fields component and validation logic * feat: update fiscal period validation and naming logic * feat: implement RPC for computing prior opening balances - Added `compute_prior_opening_balances` RPC to aggregate opening balances for balance-sheet accounts when no opening balance entry is set. - Updated tests across various reports to utilize the new RPC for fetching prior balances. - Refactored `getOpeningBalances` to call the RPC when necessary, improving performance and reliability. - Introduced a script to repair fiscal period chains for companies with broken periods, ensuring proper linking and continuity. - Enhanced error handling and validation in the repair script to ensure data integrity during the process. * feat: implement duplicate opening-balance repair for multi-year SIE imports * feat: enhance SIE entry listing and deduplication logic for opening balances * fix: refine companyHasPriorActivity logic to exclude storno entries and improve balance counting |
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Mattsson
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885dd8a2e4 |
feat: implement fiscal period date fields component and validation logic (#301)
* feat: implement fiscal period date fields component and validation logic * feat: update fiscal period validation and naming logic |
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Jakob WennbergandClaude Opus 4.7
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b5df2fb292 |
feat: invoice-inbox polish + SIE source voucher traceability (#299)
* fix: consolidate commit_journal_entry to single 4-arg signature Replaces the phantom-overload drop migration with an idempotent consolidation that leaves only the 4-arg-with-defaults signature, callable with either 2 or 4 named args. Fixes the "Could not choose the best candidate function" ambiguity caused when the commit-metadata migration CREATE OR REPLACE'd a 4-arg version alongside the existing 2-arg one. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat: preserve SIE source voucher identity on journal entries Adds source_voucher_series / source_voucher_number columns to journal_entries so per-verifikat traceability survives the importer's skip-empty-voucher logic. The SIE importer populates the original series/number even when skipped vouchers cause gnubok's target numbering to drift from the source file's sequence. Required for BFNAR 2013:2 kap 8 behandlingshistorik. - Migration adds columns + partial index + extends immutability trigger - importVouchers() records rawSeries/rawNumber per voucher - JournalEntry type + test fixtures gain the new fields - Bookkeeping detail page surfaces "Ursprungligt verifikat" when present Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat: polish invoice-inbox workspace for production use - Bedrock image fit: shrink images > 5 MB via sharp before Bedrock upload so HEIC/high-res phone photos don't fail with the 5 MB cap - Swedish error mapping: toSwedishInboxError translates Bedrock / infrastructure errors to Swedish sentences stored in error_message - History timeline endpoint (GET /items/:id/history) returns the processing_history events correlated to the inbox item - Workspace UI: inline diagnostic timeline inside the convert dialog, same-email row grouping ("+N dokument" chip), inferred-VAT affordance with "needs review" signalling, Riksbanken exchange-rate prefill for foreign-currency invoices so the supplier-invoice create path populates *_sek audit columns Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat: extend inbox-smart-match to supplier invoices Both receipts and supplier invoices expose structurally identical match anchors (date, amount, currency, counterparty name) so the matcher can reuse the same narrowing + LLM prompt. Adds getMatchAnchors() as a shared extractor across ReceiptExtractionResult / InvoiceExtractionResult, and updates the event handlers to process supplier_invoice items alongside receipts. LLM prompt re-phrased as "dokument" rather than "kvitto" and loosened the date-window heuristic since invoice payments can lag behind the invoice date by weeks. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * refactor: drop unused category selector from TransactionForm The manual "Lägg till transaktion" dialog predates the current categorization flow (SwipeCategorizationView, BatchCategorySelector, AI suggestions). The category dropdown here never drove journal-entry creation — onSubmit fanned it out to CreateTransactionInput.category, which is optional. Removes the dropdown, the unused watch() hook, and the categories lookup table. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(migrations): restore drop-phantom file and rebump timestamps Supabase branch DB failed with PK violation on schema_migrations because my two migrations collided with timestamps already on main: 20260421120000 → journal_entries_with_related_rpc (PR #298) 20260421130000 → drop_legacy_supplier_invoice_user_id_uniqueness (PR #296) Rebumped to 20260421140000 and 20260421150000 so each migration has a unique version (Supabase uses only the 14-digit prefix as the PK). Also restored the 20260420130000_drop_phantom_commit_journal_entry_overload migration I had deleted — CLAUDE.md rule #5 forbids modifying existing migrations. My consolidate migration is still compatible: drop_phantom drops the 4-arg overload (no-op where absent), then consolidate recreates it with defaults. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(inbox-smart-match): anchor invoices on dueDate with wider window The original ±7d window around invoiceDate filtered out all real payments for invoices with standard 30–60 day terms — the matcher would see zero candidates before the LLM was called, making the supplier-invoice matcher effectively dead. New anchor selection: - Receipts: receipt date ±7 days (unchanged; paid on the spot) - Invoices with dueDate: dueDate ±14 days (covers early/late payments) - Invoices without dueDate: invoiceDate -7/+45 days (covers 30-day terms) MatchAnchors now carries windowDaysBefore/After so the window can vary per document shape. Added three getMatchAnchors tests asserting window sizes. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.7
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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> |
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MattssonandClaude Opus 4.7
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8ed943198f |
fix: allow retroactive first fiscal year via SIE import (#265)
The enforce_period_start_day trigger and its sie-import pre-validation rejected any non-first-of-month period_start whenever *any other* fiscal period existed for the company. That blocked a real user flow: after onboarding creates a default period (e.g. current year, day 1), importing an SIE for an older förlängt första räkenskapsår (e.g. 2017-07-28 – 2018-12-31) failed with "Non-first fiscal period must start on the 1st of a month". Per BFL 3 kap., the chronologically first fiscal year is the one that may be 6–18 months and start mid-month — which is a property of *when* the period starts relative to others, not of insert order. The trigger and pre-validation now allow mid-month start iff no existing period starts earlier. Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Mattsson
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c8a5f044c3 | feat: add ensureFiscalPeriod function and related tests for fiscal period validation (#264) | ||
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Jakob WennbergandClaude Opus 4.6
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6ccd4f429c |
fix: Swedish VAT compliance — representation, domestic RC, full 26xx mapping, SIE (#206)
* feat: add INK2 declaration improvements, invoice delivery date, and Swedish compliance skills Expand INK2 engine with full INK2S/INK2R support and improved SRU generation. Add delivery_date field to invoices and corresponding PDF/migration support. Add Claude skills for Swedish asset accounting, invoice compliance, SIE import/export, SRU filing, and tax planning. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address PR review — map BAS 4500–4899, strip CRLF in SRU, document P3 - Map BAS accounts 4500–4599 (legoarbeten), 4700–4899 (diverse varuinköpskostnader) to SRU 7512 so they are not silently dropped from INK2R declarations - Strip \r\n in sanitizeString to prevent CRLF injection in SRU fields - Document P3 period suffix limitation for brutet räkenskapsår Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: correct BAS 4500-4599, 4700-4899 mapping from 7512 to 7511 Per the official BAS-to-SRU mapping, these account ranges are cost of goods (legoarbeten, inkurans, svinn) and belong under 7511 (Råvaror och förnödenheter), not 7512 (Handelsvaror). 7512 remains 4600-4699. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: Swedish VAT compliance — representation VAT, domestic RC, full BAS 26xx mapping, SIE encoding - Representation expenses now default to reduced_12 VAT (ML 13 kap 24-25 §§); income tax deduction was abolished 2017 but VAT deduction at 12% remains - Domestic reverse charge (byggtjänster etc.) uses 2647 instead of 2645, with distinct line descriptions for Swedish vs EU/non-EU RC - VAT declaration maps all BAS 26xx variant accounts (egna uttag 2612/2622/2632, uthyrning 2613/2623/2633, VMB 2616/2626/2636, import 2615/2625/2635, domestic RC 2647, frivillig skattskyldighet 2642) and revenue variants (3108/3105/3004/3100) to correct momsdeklaration rutor - SIE parser: remove unreliable #FORMAT PC8 encoding detection (most software exports UTF-8 with PC8 header), parse #FLAGGA for import-already-done warning, default SIE type to 1 when absent, fix RTRANS/BTRANS documentation - SIE export: add #RAR -1 (previous fiscal year), fix UB = IB + movements - Error messages: add pattern matching for locked period trigger errors Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — update ruta49 JSDoc, use null sentinel in error map Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Mattssonandgreptile-apps[bot]
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211033410c |
Fix/import data (#200)
* fix: enhance import data handling and consent management across components * feat: Enhance SIE import functionality with validation and error handling improvements - Added validation errors and warnings state management in SIEImportWizard. - Improved error handling for duplicate, validation, and parsing errors during SIE file import. - Enhanced user feedback with actionable guidance for common import errors. - Updated SIEUploadStep to display validation errors and warnings. - Improved error messages in API routes for better clarity and user experience. - Added file size and type validation in the SIE parse route. - Enhanced parsing logic to provide more detailed error messages for unbalanced vouchers and missing amounts. - Created a new storage bucket for SIE file archival in Supabase with appropriate policies for user access. - Updated tests to reflect changes in error messages and validation logic. * fix: Improve type assertion for response in getPage method * Update extensions/general/arcim-migration/lib/migration-orchestrator.ts Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> * Update supabase/migrations/20260408130000_sie_files_storage_bucket.sql Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> * fix: Add company ID verification for consent handling in accept and disconnect endpoints --------- Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> |
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Jakob WennbergandClaude Opus 4.6
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d0b3f21bde |
feat: remove AI extensions, restructure settings, and add atomic voucher commits (#157)
Remove AI-dependent extensions (ai-chat, ai-categorization, receipt-ocr, invoice-inbox) and their infrastructure (lib/ai/*, ai-consent, LangChain/ Anthropic/OpenAI deps) to simplify core and reduce bundle size. Restructure monolithic settings page into dedicated sub-pages (company, bookkeeping, invoicing, tax, banking, api, account, team, templates) with shared layout and sidebar navigation. Add atomic commit_journal_entry RPC so voucher number increment and status update happen in a single transaction — prevents burned numbers on constraint failures. Add continuity check report and voucher gap explanation tracking. Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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MattssonandClaude Opus 4.6
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0dd1f5ebc1 |
feat: multi-tenant company refactor (GNU-19) (#153)
* feat: multi-tenant company refactor (GNU-19) Introduce companies table, company_members, and user_preferences to support multiple companies per user. All data scoping changes from user_id to company_id across the entire codebase. Key changes: - Database migration: new tables, company_id on 40+ tables, backfill, RLS rewrite from user_id to company-member-based, updated RPCs - Types: Company, CompanyMember, CompanyRole, UserPreferences types; company_id added to all entity interfaces; companyId on all events - Engine: all 7 core functions take companyId; storno, period, year-end services updated; 16 report generators updated - Middleware: company context resolution (cookie → prefs → first company) - API routes: ~120 routes updated with requireCompanyId() - Frontend: CompanyProvider context, layout/dashboard/onboarding updated - Extensions: context factory, 9 extensions, all lib files updated - Tests: 1880 tests passing, all helpers updated with company_id defaults Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add database migrations for multi-tenant company and team system (GNU-19) Adds company_invitations, company creation RPC, team_members, account deletion RPC, and teams table refactor migrations. Updates base multi-tenant migration with cascading FKs and onboarding_step column. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add team types and update core infrastructure for multi-tenancy (GNU-19) Adds TeamRole, MemberSource, and Team types. Refactors Supabase service client to be stateless, updates middleware for team-aware routing, extends CompanyContext with team/role fields, and updates extension service types to accept companyId. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * refactor: thread company_id through business logic functions (GNU-19) Replaces user_id scoping with company_id across all lib modules: bookkeeping, documents, transactions, invoices, reconciliation, tax, deadlines, and import. Updates corresponding tests. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * refactor: thread company_id through API routes and extensions (GNU-19) Updates all existing API routes to extract and pass companyId. Updates enable-banking and arcim-migration extensions for company-scoped transaction ingestion and sync. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add company and team management API routes (GNU-19) Adds CRUD endpoints for company members, company invitations, team members, and team invitations. Includes invite token utilities, email templates, and company switch server action. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add team/company UI components, pages, and dashboard updates (GNU-19) Adds CompanySwitcher, ConsultantEmptyState, Step0RoleChoice, company members and team management panels. Updates dashboard layout for team-aware routing, onboarding for multi-step role choice, and auth callback for team invite acceptance. Ignores supabase/.branches/. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add null guards for company in import page (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: move appUrl declaration to outer scope in invite route (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add optional chaining for company.name in members section (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add optional chaining for second company.name in members section (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add null guards for company in extension components (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: pass companyId to executeSIEImport in arcim-migration extension (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: update tests to use companyId instead of userId and improve type handling --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.6
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2ad8731dc9 |
feat: arcim migration wizard UX, import fixes, Sentry setup (#22)
* 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> --------- Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.6
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e8fb84b4fd |
feat: import system improvements, INK2 fix, and Swedish text corrections (#10)
- 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> |
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Jakob WennbergandClaude Opus 4.6
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a1ca96453c |
feat: mobile UX improvements across dashboard (#9)
* feat: mobile UX improvements across dashboard pages - Responsive layouts with stacked mobile forms and grid desktop views - Safe area handling (viewportFit cover, bottom nav insets, main padding) - Touch-friendly dialogs, tabs, and page headers - Mobile nav drawer open/close animation - Dashboard layout parallel Supabase queries - SIE parser: handle quoted VER/TRANS fields - Skip account override for template-based transaction booking Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: address PR review feedback from Greptile - Fix nav drawer close timer race condition with useRef + clearTimeout - Show locked VAT rate as read-only label on mobile instead of hiding it - Remove dead bottom-16 class overridden by inline style Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.6
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15fcb7e067 |
fix: correct account-mapper test to match bas_range fallback behavior
The test expected empty BAS reference to leave 1510 unmapped, but the bas_range fallback correctly self-maps valid 4-digit BAS accounts with confidence 0.9. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.6
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39e407644d |
feat: unified document inbox, full BAS 2026, and document-transaction matching
- Expand BAS reference from ~180 to ~1,276 accounts (full BAS Kontoplan 2026) with K2 exclusion flags, per-class data files, and computed SRU codes - Evolve invoice inbox into unified document inbox handling invoices, receipts, and government letters with AI-powered classification (Claude Haiku Vision) - Add multi-pass document-to-transaction matching engine with greedy assignment for both supplier invoices (reference/amount/date/name) and receipts (weighted amount/merchant/date scoring) - Add supplier invoice matching in transaction ingest pipeline - Inject booking template suggestions into AI extraction prompts - Surface matched documents in swipe categorization UI with one-tap booking - Auto-activate missing BAS accounts during SIE import against full reference - Add K2 filter toggle in Chart of Accounts manager - Add receipt confirmation route with BFNAR representation fields - Add database migrations for K2 support and document matching columns - Remove obsolete extension migration scripts Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.6
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91e2c1705a |
feat: per-line VAT, invoice document types, ledger-based VAT declaration, bank reconciliation, and pagination
Per-line VAT rates: - Add generatePerRateLines() to group invoice items by vat_rate with separate revenue + VAT lines per rate group (invoice-entries.ts) - Add getAvailableVatRates() and getVatTreatmentForRate() (vat-rules.ts) - PDF template shows per-line VAT column and per-rate totals for mixed-rate invoices - Invoice create/review UI supports per-line rate selection - Types: add vat_rate/vat_amount to InvoiceItem, vat_rate to CreateInvoiceItemInput Invoice document types (proforma, delivery note): - Add InvoiceDocumentType, document_type and converted_from_id to Invoice type - PDF hides prices for delivery notes, adds proforma notice - Email templates support all document types - mark-paid skips journal entries for non-invoice document types - Migration 031: invoice_document_type Accounting method support: - Add AccountingMethod type (accrual/cash) - Migration 032: add_accounting_method column to company_settings VAT declaration rewrite: - Rewrite to read directly from general ledger (26xx/3xxx account lines) instead of aggregating invoices/transactions/receipts - ACCOUNT_RUTA mapping drives momsdeklaration boxes from GL balances Bank reconciliation: - Transaction ingest now pre-fetches unlinked GL lines and attempts auto-reconciliation during import - Add transaction.reconciled event type - Add ReconciliationMethod type and reconciliation_method on Transaction - Migration 030: bank_reconciliation - New reconciliation engine, API routes, and BankReconciliationView component Pagination (fetchAllRows): - New lib/supabase/fetch-all.ts overcomes PostgREST 1000-row limit - Adopted in all report generators, SIE/SRU export, account list APIs Fiscal period validation: - New validate-period-duration.ts enforces max 18 months per BFL 3 kap. - Applied in period-service.ts and fiscal-periods API Account mapper simplification: - Remove Levenshtein/fuzzy matching, use exact account number match only Swedbank parser improvements: - Support abbreviated headers (Clnr, Bokfdag, Radnr) - Use Referens column as counterparty Chart of accounts management: - Add DELETE endpoint with system account and usage protection - PUT uses partial updates - New AccountCombobox, AddAccountDialog, EditAccountDialog, ChartOfAccountsManager Tax deadline corrections: - Rewrite inkomstdeklaration_ab using Skatteverket lookup table - Rewrite arsredovisning deadline to 7 months after FY end per ÅRL 8:3 Onboarding first fiscal year: - Add first fiscal year toggle with date pickers and 18-month validation UI terminology: - Change "okategoriserad/kategorisera" to "obokförd/bokföra" throughout Report column fix: - Fix start_date/end_date to period_start/period_end in report queries Supplier invoice input: - CreateSupplierInvoiceItemInput uses amount field (legacy quantity/unit_price kept) Misc: - SIE import uses upsert for idempotent account creation - account-descriptions.ts falls back to BAS reference data - Add invoice_default_notes to CompanySettings - Update CLAUDE.md to reflect current project state Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |