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Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
 Jakob WennbergandClaude Opus 4.8
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2d6ddeafc5 |
feat(import/export): article import + register export (xlsx/csv) (#750)
* feat(import/export): article import + register export (xlsx/csv)
Add CSV/Excel import for the article register (artiklar), mirroring the
existing customer/supplier import pipeline, plus Excel + CSV export for
articles, customers and suppliers.
Import (lib/import/articles + app/api/import/articles):
- Column auto-detection tuned to Fortnox/Visma/Bokio export headers,
Swedish-decimal price parsing, VAT snapped to {0,6,12,25}, type/unit
normalization.
- Dedup by article number then name; 23505 soft-skip; auto-number
backfill; revenue-account override kept only when active, otherwise
dropped with a warning (never mutates the chart of accounts).
- New "Artiklar" flow in the /import hub.
Export (app/api/export/* + lib/export/register-export):
- Read-only xlsx (default) / csv (?format=csv, UTF-8 BOM) downloads.
- Headers chosen so files round-trip back through the importer.
- "Exportera" menu added to the articles, customers and suppliers pages.
Refs #746. Direct Fortnox/Visma API article fetch tracked in #749.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* fix(import/export): address PR review — lint ratchet + export hardening
- xlsx-export: keep `SheetSpec<any>` on the eslint-disabled line (fixes the
core-only lint ratchet regression: no-explicit-any 16 -> 15) and define
UTF8_BOM as an explicit `` escape instead of a raw BOM character.
- export routes (articles/customers/suppliers): move the data queries inside
the try/catch, add `Cache-Control: no-store`, and emit a `register exported`
audit log line (entity, format, rowCount).
- articles parse route: validate `column_overrides` against a Zod schema before
trusting it to drive the parser.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* fix(import): drop öre-round pattern on article column-detector confidence
The confidence score is a 0-1 heuristic, not money, and is only compared
against the 0.8 skip-mapping threshold. Removing the Math.round(x*100)/100
form clears the core-only antipattern ratchet (naive-ore-round 660 -> 659).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* feat(import): flag adjusted VAT rows in the article import edit step
Surface VAT snapping/defaulting per row, not just as a file-level warning:
the parser sets `vat_rate_adjusted`, the edit step highlights those rows'
VAT selector and shows a count banner, and confirming a rate clears the flag.
Addresses the Swedish-compliance review note that silent snapping could
otherwise store a wrong VAT rate at scale.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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MattssonandClaude Fable 5
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f9ea9c0082 |
Add/pdf and templates (#705)
* fix(invoices): apply configured voucher series to payments + preview next voucher The booking engine resolves the series from default_voucher_series_per_source_type, but the global "Standardserie" dropdown wrote a separate field the engine ignored, and cash-method invoice payments (invoice_cash_payment) weren't exposed in settings — so configured series were silently dropped to "A". - Expose cash/private payment source types in the per-source-type form - Write the global default through to the map on save, keeping overrides - Resolve voucher-sequences/next by source_type (+date) to match the engine - Show the upcoming voucher (V2) in the payment dialog title - Share resolveInvoicePaymentSourceType so preview and booking can't drift Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(salary): keep AGI panel in sync with Skatteverket signing state The AGI panel mixed run-scoped generation state (agi_generated_at, agi_declarations) with period-scoped submission state (extension_data agi_submission_{period}), so the two could drift and present contradictory UI. Reconcile them: - Auto-detect a Mina Sidor BankID signature: while awaiting_signing, poll /agi/kvittenser on mount and on tab refocus so the panel flips to "signed" (hiding the signing actions) without a manual "Hamta kvittens" click. - Warn instead of offering to sign when the locked granskningsunderlag predates the run's latest AGI generation (draftIsStale) — avoids filing superseded figures. - Self-heal a stale "AGI-XML saknas" error once the run's AGI is (re)generated out-of-band (MCP/API/other tab). - Refetch the salary run on tab focus so agi_generated_at reflects out-of-band generation without a hard reload. - /agi/lasUpp now clears the cached agi_submission_{period} record, so unlocking drops the panel back to the pre-submission state instead of stranding it on a released "redo att signeras" draft. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * feat: Implement VAT registration handling and invoice item line types - Added VAT registration check in commitCreateInvoice to set VAT rate to 0% for non-VAT registered companies. - Updated invoice creation logic to reflect 'exempt' VAT treatment and adjusted related fields accordingly. - Introduced support for free-text and blank spacer rows in invoice items by adding a new line_type field. - Enhanced invoice and credit note handling to accommodate new line types. - Added new localized messages for text rows in English and Swedish. - Created tests for salary run approval logic, ensuring bank details are validated correctly. - Implemented effective net payout calculation for salary runs, considering tax overrides. - Added SQL migrations to support new invoice item line types and accounting method awareness for linking invoices to vouchers. * feat(articles): artikelregister with revenue account + VAT rate per article Article register (non-inventory) with per-article VAT rate and optional BAS class-3 revenue-account override. Includes API routes, UI pages, MCP tools, pending-operation staging, and the activate-or-create account flow (ACCOUNTS_NOT_IN_CHART -> ActivateAccountsDialog, unknown numbers -> AddAccountDialog) reusing the journal entry UX. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(bookkeeping): no-doc-required batch + bulk-missing endpoints Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(payments): supplier payment lines + cash-method invoice matching Shared payment-line proposal for supplier invoices, improved match-invoice/match-supplier-invoice flows (kontantmetoden-aware), and voucher-link support without requiring a 151x clearing entry. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(bookkeeping): new journal entry dialog, SIE import tweaks, misc New journal entry dialog component, journal list/page updates, invoice editor updates, SIE import adjustments, transaction ingest and api-key tweaks, pr-agent workflow update. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(invoices): implement tax reduction features and localization updates * feat(tests): add VAT registration gate to pending operations commit tests --------- Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.8
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c0b006fcc1 |
feat(invoicing): artikelregister (product/article catalog) with per-article revenue account (#703)
* feat(invoicing): artikelregister (product/article catalog) with per-article revenue account Add a lean, non-inventory article catalog (artikelregister) so users can define reusable invoice-line presets (name, unit, price excl VAT, VAT rate) with an optional per-article BAS class-3 revenue-account override. - DB: articles table (RLS via user_company_ids(), audit + updated_at triggers, unique-per-company article_number), generate_article_number RPC (atomic + idempotent), company_settings counter, nullable invoice_items.revenue_account + article_id, pending_operations CHECK expansion. - Engine: generatePerRateLines groups revenue by (vat_rate, account) — byte-identical with no override, balance-safe when split (last account absorbs the rounding remainder), reverse_charge/export still force 3308/3305. - API: /api/articles CRUD (soft-deactivate); override validated against chart_of_accounts (active class-3) and frozen onto invoice lines at create. - Propagation: override carried through send/mark-sent/credit/convert/cash and the staged commit paths (recurring deferred — documented inline). - MCP: gnubok_list/create/update_article (staged, scoped, risk-tiered). - UI: articles register (list/detail/form) + nav + bilingual i18n + invoice-line article picker & "Spara som artikel" quick-create. - Tests: engine regression, route, and pg-real (RPC/RLS/triggers). Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(mcp): strip ILIKE _ wildcard from gnubok_list_articles search Underscore is a single-character ILIKE wildcard; stripping it (alongside the existing %,()\* set) keeps a stray char in the article search from matching every row. Read-only + RLS-scoped, so no security impact — addresses PR #703 reviewer + compliance-swarm CC6.3 notes. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com> |