15af0cd7eadcecafd6d17618d04bf67b4f736fd2
55
Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
 MattssonandClaude Opus 4.8
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9ed0b9515a |
Fix/invoice booking vat fixes (#778)
* feat(invoices): add Plusgiro input to bank details settings Plusgiro was already persisted, validated by the API schema, rendered on the invoice PDF and toggleable via "Visa plusgiro" — but the settings UI had no field to enter the number, so plusgiro-only users could not fill it in. Add the input next to Bankgiro with Luhn validation and hyphen formatting, include it in the save payload (normalised on save so raw digits still match the dashed schema format), and add sv/en strings. Adds validatePlusgiroNumber/formatPlusgiroNumber helpers + tests. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(invoices): respect non-VAT-registered seller in PDF preview + portal tooltips Two user-reported bugs: - PDF preview (/api/invoices/preview-pdf) ignored company.vat_registered and fell back to the customer-driven 25% rate, so a non-momsregistrerad seller saw VAT in the review step even though the created invoice books none. Mirror the server-side write gate (build-invoice-write.ts): force 0% when vat_registered is false (delivery notes excepted). - InfoTooltip rendered TooltipContent without a Portal, so tooltips were clipped by the scrollable DialogContent (overflow-y-auto) in the send-invoice journal-entry review. Wrap in TooltipPrimitive.Portal. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(transactions): book library mall from its literal lines, not a lossy fallback Booking a bank transaction with a user-created booking-template (mall) via the convertible "QuickReview" fast path reduced the template to a single category + one account_override, silently discarding the chosen debit/credit. A kundinbetalning mall (D 1930 / K 1510) booked as a generic cost (D 6991 / K 1930), or with a VAT line as D 1930 / K 1930 / K 2611 — and the result flipped with the direction inferred from the business/settlement line tags, so visually-identical templates produced different verifikationer. Route every library template through the journal-entry editor (applyTemplate -> /book), which posts the literal lines, regardless of convertibility. Add regression tests locking the contract. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(bookkeeping): make the booking-time duplicate guard bypassable TRANSACTION_BOOK_POSSIBLE_DUPLICATE told users they could "book anyway" but the UI dead-ended on a toast with no way to do so. Add a shared DuplicateBookingDialog that surfaces the already-booked sibling and lets the user review it or book anyway (force bound to the reviewed candidate, which the server re-detects so a stale id cannot wave the guard away). - Wire the dialog into the /transactions categorize flow and the manual booking dialog (JournalEntryForm -> /api/transactions/[id]/book) - Bind the override to expected_duplicate_transaction_id OR expected_duplicate_journal_entry_id so ledger-only vouchers (paid invoice, salary run) can be confirmed too - Extend the guard to the pending-operations commit path and the MCP server - Tests for book/categorize routes, detection, and the commit guard Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(bookkeeping): log duplicate-guard bypass to behandlingshistorik in the agent commit path The web /book and /categorize routes append a durable BankTransactionDuplicateDismissed event when a user books over a detected possible double-booking. The agent commit path (commitCategorizeTransaction, commitMarkInvoicePaid) skipped the guard silently on allow_duplicate=true, leaving no behandlingshistorik — an auditor could not reconstruct why the duplicate was allowed (BFNAR 2013:2 kap 8). When allow_duplicate=true, re-detect the candidate and append the dismissal event (BankTransactionDuplicateDismissed for the bank-line path, InvoiceDuplicatePaymentDismissed for mark-paid). Best-effort — a logging failure never blocks a legitimate booking. Payloads stay PII-safe (ids, amounts, dates only — no customer or merchant name). Also fix the misleading DuplicateBookingDialog JSDoc: the retry binds expected_duplicate_journal_entry_id, not candidate.transaction_id, so the systemdokumentation matches the actual control (BFL 7 kap). Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * test(mcp-server): stub booking-duplicate guard in receipt-matcher categorize tests The gnubok_categorize_transaction tool runs the booking-time duplicate guard before staging; its detection queries consumed the queued supabase mock results, so the staging assertions saw a thrown duplicate error instead of a staged op. Mock detectBookingDuplicate to "no duplicate" since these tests don't exercise that path. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * refactor(transactions): use roundOre for duplicate-guard öre rounding Replace naive Math.round(x*100)/100 with roundOre() from @/lib/money in the booking-time duplicate guard (detection lib, commit executor, MCP categorize tool), satisfying the no-new-antipatterns ratchet guard. 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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Jonas FlodénandClaude Sonnet 4.6
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a4da2d62df |
feat: add ignore menu item to transaction inbox card (#758)
Imported bank transactions can now be hidden from the inbox via a new
"Ignorera transaktion" item in the ⋯ overflow menu. The backend
(POST/DELETE /api/transactions/[id]/ignore) and the is_ignored DB column
already existed; this wires up the missing UI affordance.
- TransactionInboxCard: add onIgnore prop + EyeOff menu item (imported
rows only — manually created rows use delete instead)
- page.tsx: pass onIgnore={handleIgnoreTransaction} to the card; add
handleBatchIgnore for the batch action bar's new "Ignorera" button
- sv.json / en.json: add ignore_btn translation key to tx_inbox_card
Signed-off-by: Jonas Flodén <jonas@floden.nu>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
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Jakob WennbergandClaude Opus 4.8
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36e3f6ceb0 |
Design critique: normalize daily-operator flows + UX improvements (#741)
* style(design): normalize daily-operator flows to locked design system Sweep the dashboard, transactions, reconciliation, invoicing and supplier flows for design-system violations (.claude/rules/design.md): - font-medium removed from Hedvig display headings/numerals - font-mono -> tabular-nums on monetary values (voucher ids stay mono) - raw Tailwind status colors -> Badge variants / muted-alert pattern - semantic colors removed from chrome backgrounds (deadline widgets, icon halos) - hand-rolled skeletons/empty-states -> Skeleton / EmptyState primitives - opacity-suffixed borders, the invisible warning-foreground count color, and shadow-sm/rounded-xl on non-overlay surfaces normalized The four files that also received UX changes carry their token fixes in the following commit. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * feat(ux): clearer dashboard CTA, match confidence, AI provenance, invoice actions Four high-impact UX fixes from the design critique (these files also carry their design-system token normalization): - Dashboard: render the next-best-action hero for every agent-built company, not only 'slim' nav density, so there is always one obvious next step instead of four equal-weight metric tiles. - Reconciliation: surface the match engine's 0-1 confidence as a graded strength badge (Stark / Trolig / Svag traff) in the shared verifikat picker rows and selected chip; drop the uninformative binary "Foreslagen traff" badge from the match dialog. - Supplier inbox: show AI-filled provenance per extracted field (a success dot that clears once the user verifies/edits the value) so misparsed amounts/dates get proofread before they post to an immutable verifikat. - Invoice detail: keep each status's primary action only in the header row; the sidebar "Status actions" card now holds secondary/reversible actions only (makulera, ta bort, skapa kreditnota, manual-send alternative), removing the duplicated CTAs and closing a viewer-permission gap on the old sidebar buttons. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * refactor(ux): Tier-B medium design-critique fixes across daily-operator flows - Reconciliation: standardise the match-confirm verb on "Matcha" (was "Koppla" in MatchVoucherDialog) and replace the hand-rolled date <input>s in the bank reconciliation view with the Input primitive. - Supplier inbox: fold the two alternative bookings (Skapa leverantorsfaktura / Bokfor som verifikat) behind a single "Andra satt att bokfora" dropdown so the default path (Matcha mot transaktion) stays the lone primary action. - Duplicate-payment guard: demote the "Skapa ny verifikation anda" escape hatch to a ghost button so the safe "Koppla till befintlig" path dominates. - Onboarding: raise the "start fresh" escape hatch from a muted text link to a visible secondary button; normalise the checklist's off-scale spacing. - Supplier flows: finish the font-mono -> tabular-nums sweep on monetary values in the supplier-invoice detail / create / review surfaces (ids stay mono). Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(deadlines): keep overdue rows visually distinct (destructive chrome is allowed) The Tier-A normalization stripped all semantic-color row tints from the deadline widgets, but design.md exempts --destructive ("only --destructive survives in chrome"). Restore a subtle bg-destructive/5 on OVERDUE rows so missed tax/AGI deadlines (-> skattetillagg) stay noticeable in a list scan; action-needed (warning) rows stay clean since warning is data-only. Surfaced by the Swedish compliance review on #741. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(reconciliation): hide match-strength badge on already-matched verifikat Per the Swedish compliance review on #741: a green "Stark traff" confidence badge rendered alongside "Redan matchad" could visually nudge an accidental double-match of a posted verifikat (a BFL 5 kap audit-trail concern). Suppress the strength badge when linked_transaction_count > 0 so "Redan matchad" is the lone signal there; N:1 matching stays an explicit opt-in. 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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Jakob WennbergandClaude Fable 5
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0521c385d2 |
feat(transactions): underlag status badges + attach dialog; auto-expire stale pending ops (#712)
* feat(transactions): per-row underlag status + attach-document dialog
- New "Matcha mot underlag" dialog on /transactions (inbox pick or fresh
upload), the tx→doc mirror of the Documents view's matcher
- Per-row Underlag/Underlag saknas badges on booked history rows, driven
by computeJeUnderlagStatus — same posted-only, exemption-aware scope as
the worklist count so badge and count never disagree
- attach-document route + commit dispatcher now propagate the doc onto
the verifikation when the tx is already booked (BFL 5 kap 6 §), with a
409 guard for docs consumed by a different verifikation, idempotent
re-attach (no same-value rewrite under period lock), and an honest 409
when the period-lock trigger blocks the propagation
- Booking-dialog doc links also pin the doc to the transaction row
(first linked doc wins) via the link route's new transaction_id param
messages/{sv,en}.json also carries the strings for the pending-ops
expiry UI that lands in the next commit.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* feat(pending-operations): auto-expire stale staged operations after 30 days
- New daily cron (02:30 UTC, vercel.json + both docker crontabs) flips
>30-day-old pending ops to rejected with the dispatcher's
{ auto_rejected: true, reason: 'expired' } result_data shape — rows are
never deleted, the table is the audit trail
- /pending renders an "Utgick automatiskt" badge + detail line for these,
orders terminal tabs by resolved_at so a fresh expiry sweep isn't
buried, and adds a first-time-reviewer explainer
- Origin labels spell out where a proposal came from (AI chat, MCP key,
API, cron) instead of the raw actor_label
- agent_chat actor type added to PendingOperationActorType/AuditLogEntry
(DB CHECK already widened in 20260519090000) and to the agent filter
- ApprovalCard notes that ignoring a proposal is safe
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* docs(mcp): surface the client telemetry marker in connect instructions
Tag the connector URLs shown in ApiKeysPanel, the connect-claude doc and
the gnubok-mcp README with ?client=<surface> (claude-connector /
claude-code) and GNUBOK_CLIENT=claude-desktop for the npm bridge.
Telemetry-only — the server already reads the param/header; this just
lets us measure which Claude surface connected.
The claude mcp add copy blocks quote the URL: an unquoted ? in the query
string trips zsh globbing ("no matches found").
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* review: fix stale-closure badge flip + zod-validate link route body (PR #712)
- handleDocumentAttached read journal_entry_id off the render-time
transactions snapshot; if the list changed while the attach dialog was
open the optimistic badge flip was silently skipped. Read it off the
dialog's own subject (attachDocTx) instead.
- POST /api/documents/[id]/link now validates the body against the new
LinkDocumentSchema (uuid-strict, all four fields) instead of a bare
presence check on journal_entry_id — same canonical VALIDATION_ERROR
envelope. Test fixtures switched to real UUIDs accordingly.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
---------
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
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MattssonandClaude Opus 4.8
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64991eb3c9 |
Add/transaction deletion (#695)
* feat(salary): add remove-employee button to draft salary runs
The DELETE /api/salary/runs/{id}/employees/{employeeId} endpoint already
existed (draft-only, cascades to the employee's line items) but had no UI
trigger, so a mistakenly added employee could only be cleared by deleting
the whole draft. Add a trash-icon action column to the "Anställda" table,
gated on draft status + write permission to match the endpoint's guard,
with a confirm prompt and success/error toast.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* fix(settings): prevent horizontal overflow on mobile
The company settings invite form was a non-wrapping fixed-width flex row that overflowed narrow viewports, forcing the full-screen settings modal to scroll on the x-axis. Stack the form vertically on mobile (sm:flex-row at and above the sm breakpoint) and add the missing min-w-0 guard to the modal content pane.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* feat(bookkeeping): move journal entry filters into a filter dialog
The ledger toolbar showed every filter inline (fiscal year, sort, series,
date range, missing-documents toggle), which felt cluttered. Keep only the
search field visible and move the rest into a "Filtrera" dialog with an
active-filter count badge.
- JournalEntryList now owns the fiscal-year scope, restored from the same
localStorage key FiscalYearSelector writes, so the page no longer renders
the selector separately.
- Filters apply live and the dialog stays open; "Rensa alla filter" clears them.
- Export STORAGE_KEY_PREFIX / ALL_YEARS_VALUE from FiscalYearSelector so the
list reuses the persisted selection without duplicating the key.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* feat(transactions): implement imported transaction guard for deletion
- Added a guard to prevent deletion of transactions that are imported via bank sync or file uploads.
- Introduced `isImportedTransaction` utility to determine if a transaction is user-created or imported.
- Updated DELETE endpoint to return a 409 status for attempts to delete imported transactions.
- Enhanced transaction history and inbox components to reflect the new deletion rules.
- Added tests for transaction origin determination and deletion behavior.
- Updated UI components to include a confirmation dialog for clearing journal entry forms.
- Localized new strings for clearing form functionality in English and Swedish.
* feat(transactions): enhance transaction deletion guard and improve fiscal year visibility
---------
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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f59da07fc0 |
feat(worklist): unified pending-work counts + vampire-transaction fix (#673)
* feat(worklist): unified pending-work counts in lib/worklist One source of truth for every "Att göra" count, shared by the sidebar badges, the home page (PR 3), and eventually the MCP list tools. Each category documents its pending/done predicate in types.ts; counts are cheap head-only queries that soft-fail to 0 so a broken badge can never take down a layout. listSuggestedMatches() returns confirmable transaction↔invoice match rows for the upcoming one-click confirm UI. GET /api/worklist/counts exposes the aggregate for client refetch. Partial index on transactions (company_id WHERE unbooked, not ignored) — the badge predicate runs on every dashboard render — and a company-scoped index on invoice_inbox_items, which was only indexed by user_id from before the multi-tenant refactor. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(transactions): unify unbooked predicate, add Ignorera action The "vampire transactions" fix. Three surfaces counted "unbooked" differently — the sidebar badge included ignored rows (is_business IS NULL only), the transactions page count and inbox list disagreed with each other — so old transactions kept haunting the inbox with inflated badges after every sync. All three now share lib/worklist's canonical predicate: is_business IS NULL AND is_ignored = false. The transactions page also gains "Ignorera transaktionen…" in the booking dialog (mirroring BankReconciliationView's flow: confirm → ignore → Ångra toast), so non-business strays can finally be cleared from the worklist without fabricating a verifikation. Recovery remains on Rapporter → Bankavstämning under "Ignorerade transaktioner". Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(worklist): address PR #673 review — exact missing-underlag count, tenant-tagged logs Review findings: - countVerifikatMissingDocument subtracted set SIZES, which both let documents on non-document-requiring entries (e.g. VAT settlements) shrink the count and silently truncated at the PostgREST row cap on large document histories. Now an exact per-entry set difference over fetchAllRows-paginated id-only reads. (greptile, swedish-compliance) - logAndZero gains companyId as a structured log field so repeated count failures can be correlated to a tenant. (compliance-swarm V16) Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(worklist): address PR #673 review round 2 — chunked .in(), BFL-aware ignore copy - countInboxDocuments: dedupe + chunk the document-id .in() filter at 150 ids per request — PostgREST serialises it into the GET query string, so a large inbox could exceed proxy URL limits (HTTP 414) and silently zero the badge via the error branch. (greptile) - Ignorera confirm dialog now states the BFL boundary: only for non-affärshändelser (duplicates, own-account transfers) — real purchases and payments must be booked. Persisting a structured ignore reason is noted as follow-up. (swedish-compliance) - New tests: chunked counting sums across batches; a mid-stream pagination error in countVerifikatMissingDocument throws (fetchAllRows propagates page errors) and soft-fails to a logged 0 — never a count computed from a silently truncated set. (swedish-compliance) 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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Mattsson
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4a54467599 |
Bug/transaction date corruption (#668)
* fix(transaction): enforce valid date range for transactions and add database constraint * fix(transaction): implement server-side validation for transaction dates and enhance error handling |
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Jakob WennbergandClaude Opus 4.8
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b5c3c3ec04 |
fix(reconciliation): surface bank tx + match to existing verifikat, delete UX, DPA links (#623)
* fix(reconciliation): surface bank transactions via robust cash_account_id scoping The per-account reconciliation scoping silently returned zero transactions for companies whose rows were NULL or mis-assigned mid-backfill (e.g. Arcim: 138 transactions, 101 unbooked, yet Bankavstämning showed "0 kr" while the 1930 GL movement and a large difference still displayed). Two causes, both fixed: - scopeTransactionsToAccount used a fragile nested or(...,and(is.null,...)) PostgREST filter. Replace it with a flat, reliable `currency = X AND (cash_account_id = id OR cash_account_id IS NULL)` and share the one implementation with /api/transactions so the status card and the lists can never drift. - The original best-effort backfill only touched NULL rows and an earlier revision mis-assigned cash_account_id (the since-fixed min(uuid) bug), which migrations cannot self-correct. Add an idempotent repair migration that re-seeds the default 1930 account and re-derives cash_account_id (correcting non-NULL mis-assignments) for booked rows and single-account companies. Also localise manualLink's user-facing errors to Swedish. Adds unit coverage for the new filter shape and pg-real coverage for the repair (incl. the Arcim single-account reproduction). Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * feat(transactions): match a bank transaction to an existing verifikat Adds a "Matcha mot befintlig verifikation" action to the Transactions inbox so a bank line that is already booked elsewhere (a salary run, a Fortnox/manual voucher, an invoice paid from the invoice page) can be linked to that existing verifikat with no new bokföring — the capability previously lived only in Reports → Bankavstämning. - Extract the searchable MatchVerifikationPicker into a shared client component. - New MatchVoucherDialog: resolves the tx's cash account, fetches candidates ranked server-side by reconciliation confidence, links via /api/reconciliation/bank/link (so the link is undoable in Bankavstämning). - unmatched-entries route gains an optional transaction_id that ranks candidates (ranking stays server-side; the recon lib is not client-safe). - Inbox row's overflow (⋯) menu gains the new action. Also fixes the Bankavstämning view: editing the date no longer auto-reloads (applies on Filtrera / account change only) and Datum till defaults to today. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(transactions): actionable Swedish errors when a bank tx cannot be deleted The delete route returned a hardcoded English 409 that getErrorMessage mapped to the misleading generic "En konflikt uppstod. Ladda om sidan...". Return structured bilingual envelopes instead: - TRANSACTION_DELETE_BOOKED (409) for a booked/linked row — steers the user to unlink in Bankavstämning or storna the voucher. - TRANSACTION_DELETE_HAS_AUDIT_TRAIL (409) for the real, common case where an unbooked row carries payment_match_log rows: the cascade hits the audit-immutability trigger (P0001), previously surfaced as a bare 500. Steers the user to match-to-voucher or ignore instead. Updates the DELETE test suite and adds the P0001 case. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * feat(settings): surface DPA and privacy policy links The /dpa page (personuppgiftsbiträdesavtal, GDPR Art. 28) was complete but linked from nowhere. Add a "Sekretess och avtal" card on Inställningar → Konto linking to /privacy and /dpa, and a reciprocal link to the DPA from the privacy policy's sub-processor section. (The DPA already links back to /privacy.) Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(review): address PR #623 feedback - unmatched-entries: when transaction_id is supplied but resolves to no row in the caller's company, return an empty candidate list instead of silently falling back to the full unranked list (Compliance Swarm V8.2.1, high). - MatchVoucherDialog: preserve a manually-picked voucher when the candidate list reloads (e.g. "Visa alla datum") instead of discarding it (Greptile P2). - DELETE /api/transactions/[id]: return the 404 as the structured { error: { code, message, message_en } } envelope like the handler's other errors, for a uniform contract (Greptile P2). Test updated. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * feat(bookkeeping): allow editing notes on a committed journal entry Saving a note on a posted verifikation failed with "Committed entries are immutable": enforce_journal_entry_immutability() had no posted→posted path, so a notes-only UPDATE fell through to the final RAISE. `notes` is internal annotation metadata (not verifikation content under BFL 5 kap. / BFNAR 2013:2), so add a narrow carve-out that permits a notes-only change on a committed entry — verified with a whole-row to_jsonb() diff so any other field change still raises, and only when status is unchanged. Period-lock enforcement is unaffected. CREATE OR REPLACE in a new migration (same pattern as 20260428160000_fix_journal_entry_immutability_delete_bypass); the migration-017 protections are extended, never weakened. Covered by a pg-real test asserting a notes edit succeeds while amount/description/account edits still fail. (Already applied to production; committing the file + test for repo consistency.) Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(sandbox): make pre-staged pending operations executor-complete The seeded pending_operations existed only as display previews — approving them failed because commit executors in lib/pending-operations/commit.ts validate required fields on "Godkänn". Seed a backing invoice_inbox_items row and fill the supplier-invoice and categorize params with every field the executors require (inbox_item_id, full items array; real uncategorized transaction_id + category), so the sandbox approval queue is actually approvable end to end. 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 Opus 4.8
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c6c86cded4 |
Mcp/template data feedback (#617)
* fix(booking-templates): scope template list to the active company GET /api/settings/booking-templates relied solely on the btl_select RLS policy, which is membership-wide (user_company_ids) and returns templates from every company the user belongs to. A user who owns multiple companies saw all their templates merged regardless of which company was active. Narrow the list in the API layer (mirroring counterparty-templates) to system + the active company + the active company's team. RLS stays the security backstop; this fixes the cross-company merge within a single user's own view (it was never a cross-tenant data leak). Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(import): show proper message for duplicate bank file upload The bank file import page mis-parsed the structured error envelope ({ error: { code, message, details } }), so a BANK_FILE_DUPLICATE (409) fell through to the generic "Kunde inte läsa filen" fallback. The upload step also hardcoded that same string as the error heading, so duplicates were doubly misreported as parse failures. - Parse the structured envelope by error.code; surface error.message for all codes instead of rendering the error object. - Add a dedicated BANK_FILE_DUPLICATE message using the importedAt / importedCount details the route already returns. - Add an optional errorTitle prop to BankFileUploadStep (defaults to the previous text) and pass "Filen är redan importerad" for dupes. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * feat(tests): add comprehensive tests for recordateEntry, inbox-linking, and external-id handling - Implemented unit tests for recordateEntry in the bookkeeping module to validate various scenarios including date changes, non-posted entries, and fiscal period restrictions. - Created tests for inbox-linking status in pending operations to ensure correct handling of invoice inbox items and supplier invoices, addressing historical bugs related to status updates. - Added tests for external-id utilities to ensure consistent handling of monetary amounts and deduplication keys across different transaction sources. - Introduced new functions in external-id.ts for stable external ID generation and normalization of imported descriptions, enhancing transaction deduplication reliability. feat(migrations): add new database migrations for transaction handling - Created migration to exclude storno and correction vouchers from unmatched GL lines, ensuring accurate reconciliation. - Added a migration to preserve original bank transaction descriptions in a new immutable column, allowing for user edits while maintaining audit trails and deduplication integrity. * feat(migrations): add function to exclude storno/correction vouchers from unmatched GL lines * feat(transactions): enhance transaction handling with improved description normalization and preloaded original entries --------- Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com> |
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MattssonandClaude Opus 4.7
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ea1bf01f1e |
Fix/m sprint fixes (#613)
* fix(dashboard): exclude ignored and already-triaged transactions from stale count The "Gamla transaktioner" widget counted transactions that had been ignored or already marked as is_business=true but not yet booked, so users saw a nag for a row they had already dealt with — and the /transactions inbox correctly hid it. Align the count with the inbox criterion (is_business IS NULL, is_ignored = false) so the widget clears when the row leaves the inbox. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(transactions): read entity_type from settings response wrapper The transactions page read entityRes.entity_type directly, but /api/settings returns { data: { entity_type, ... } }. The expression was always undefined, so setEntityType never fired and entityType stayed at its initial 'enskild_firma'. The template picker's entity_type filter then dropped every aktiebolag-tagged user template for AB customers — only entity_type='all' templates made it through. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * stale templates bank sync journal entry from transaction * fixed pr comments * fixed pr comment --------- 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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4da87e5e4c |
feat(transactions): bulk-book + is-booked predicate (#606)
* feat(transactions): bulk-book + is-booked predicate Closes the second of the two multi-tx ↔ multi-voucher flows from the original plan. Where PR #603's match_batch_allocate took 1 tx and spread it across N invoices (samlingsbetalning), this PR takes N bank transactions on the same day and rolls them up into ONE combined verifikat (samlingsverifikation per BFL 5 kap 6§ st 3) — the kiosk masshantering pattern the user explicitly asked for. ## Backend (Phase 3b) - **PL/pgSQL RPC** bulk_book_transactions: two branches, both atomic. 1. Link to existing posted verifikat (p_existing_journal_entry_id): no new JE. Validates the JE's 19xx net equals sum(tx.amount), inserts N transaction_voucher_links rows, and for N=1 also sets transactions.journal_entry_id (1:1 reader-path back-compat). 2. Create new combined verifikat (p_new_entry with pre-computed balanced lines): the route's applyTemplate() has already done ratio + VAT expansion per the chosen mode. The RPC validates the lines balance and the 1930 net matches sum(tx.amount), then commits via commit_journal_entry. Same security pattern as match_batch_allocate: company-member check via auth.uid(), SELECT … FOR UPDATE on each tx in id order, deterministic fiscal-period resolution (ORDER BY period_start DESC). - **Endpoint** POST /api/transactions/bulk-book — fetches template via RLS, expands per mode (one_line_per_tx | sum_per_account) using lib/bookkeeping/template-library.applyTemplate, passes the resulting lines to the RPC. On success emits one transaction.reconciled event per tx. - **22 new BULK_BOOK_* error codes** (sv + en) covering all guard paths. ## UI (Phase 5b) - **BulkBookDialog** — template picker + mode toggle (segmented control: en rad per transaktion / summera per konto) + live preview table with balance + bank-leg invariant indicators. Confirm only enabled when both pass. - **Multi-select inbox** — sticky action bar gains a "Bokför i klump" button gated by same-date + same-direction across selected txs. Tooltip explains the disabled state. ## Phase 6: is-booked predicate New lib/transactions/is-booked.ts. After multi-allocation and bulk- book, tx.journal_entry_id can be NULL even though the tx is anchored (via invoice_payments / supplier_invoice_payments / transaction_voucher_links). The helper checks all three storage locations so future readers don't falsely show multi-anchored txs as "unbooked". Companion getPrimaryJournalEntryId() resolves the best JE link to surface in UI. SQL mirror is_transaction_booked() exists from the PR #602 foundation migration. Existing readers (TransactionHistoryList, TransactionInboxCard) are not yet refactored to use the helper — that's a follow-up that touches per-tx JE links across multiple call sites. The helper is documented + tested so subsequent refactors are mechanical. ## Tests - tests/pg/bulk-book-transactions.pg.test.ts — 8 pg-real scenarios (happy path create-new with 3 txs, happy path link-existing, date mismatch, direction mismatch, amount mismatch, unbalanced lines, unauthorized). - app/api/transactions/bulk-book/__tests__/route.test.ts — 5 unit tests (schema XOR, link path, create-new with template fetch + applyTemplate, structured-error mapping). - lib/transactions/__tests__/is-booked.test.ts — 11 cases covering all three storage locations + primary-JE resolution. 26 unit tests pass on touched paths. RPC migration applied to remote via Supabase MCP. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(bulk-book): PR #606 review round 1 + CI fixes Closes the build failure and the two real Greptile findings. ## CI - **core-only + Vercel build fail**: I used useMemo for selectedTransactions and bulkBookEligible on the transactions page without importing it. TypeScript build (`next build`) caught it with "Cannot find name 'useMemo'". Fixed the import. ## Review findings - **(P1) Currency mismatch returned BULK_BOOK_DIRECTION_MISMATCH** whose user-facing message blames direction. Mixed SEK + EUR batches would show "All transactions must be the same direction" which is factually wrong. Introduced dedicated BULK_BOOK_MIXED_CURRENCY code (sv + en) explaining the actual constraint, and switched the route to use it. - **(P1) Branch B (create-new) N=1 missed reconciliation_method='manual'**. Branch A's N=1 UPDATE sets it alongside journal_entry_id; Branch B's didn't, leaving the reconciliation_method NULL even though the single tx was reconciled via the same flow. Downstream readers (reconciliation reports, status indicators) would treat the two N=1 paths differently. New follow-up migration patches Branch B's final UPDATE. RPC patch applied to remote via Supabase MCP. 26 unit tests pass. 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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7eb8715417 |
feat(transactions): split-payment allocator — 1 tx → N invoices (#603)
* fix(category-mapping): use leaf BAS accounts instead of group codes 3900, 5800, 6200 are BAS gruppkonton (header codes) and shouldn't carry postings. Switched the default mappings to the matching leaf accounts: - income_other: 3900 -> 3999 (Övriga rörelseintäkter) - expense_travel: 5800 -> 5890 (Övriga resekostnader) - expense_telecom: 6200 -> 6230 (Datakommunikation) The fallback for income_other inside getCategoryAccountMapping was also hardcoded to '3900'; updated to '3999' for consistency. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(transactions): split-payment allocator — 1 tx → N invoices Closes one of the two flows that motivated PR #602's foundation: allocating a single bank transaction across multiple customer OR multiple supplier invoices, with one combined verifikat (samlingsverifikation per BFL 5 kap 6§ st 3). ## Backend (Phase 3a) - **PL/pgSQL RPC** match_batch_allocate (~400 lines): locks the tx + each target invoice with SELECT … FOR UPDATE in id order, validates status/currency/remaining/direction before any write, builds the combined verifikat via commit_journal_entry (atomically assigns voucher_number + flips draft→posted), inserts N rows in invoice_payments or supplier_invoice_payments pointing at the same JE, advances paid_amount/remaining_amount/status per invoice. Returns { ok, journal_entry_id, voucher_number, allocations: [...] } on success or { ok: false, code, details } on guard failure. Mixed customer+supplier kinds are rejected (v1 scope). - **Endpoint** POST /api/transactions/[id]/match-batch — thin wrapper around the RPC. Validates body via MatchBatchSchema (zod discriminatedUnion + superRefine to catch mixed-kinds at the schema layer). On RPC success, emits one invoice.match_confirmed or supplier_invoice.match_confirmed event per allocation so existing subscribers (reminders, automations, processing-history) keep working. Maps the structured RPC error envelope to errorResponseFromCode. - **16 new BATCH_* error codes** (sv+en): BATCH_TX_NOT_FOUND, BATCH_TX_ALREADY_BOOKED, BATCH_OVERSHOOT, BATCH_AMOUNT_EXCEEDS_TX, BATCH_MIXED_KINDS_UNSUPPORTED, BATCH_DIRECTION_MISMATCH, BATCH_CURRENCY_MISMATCH, BATCH_PERIOD_LOCKED, BATCH_RPC_FAILED, etc. ## UI (Phase 5a) - **MatchAllocationDialog** (components/transactions/) — direction- aware (positive tx → customer invoices, negative → supplier). Search + selectable list of open invoices. Per-row amount input with default = min(invoice.remaining, tx_remaining_budget). Live tally with green-check balanced state, red overshoot warning, gray leftover note. Confirm button disabled on overshoot. POSTs to /match-batch and on 200 triggers the same exit animation as single-tx match. - **Inbox row** gains a second outline icon button (Split icon) next to the existing 1:1 match button, gated by the same showInvoiceMatchButton predicate. Tooltip explains the direction- aware split. Opens MatchAllocationDialog. - **i18n** strings under tx_match_allocation namespace in sv.json and en.json (32 keys each). ## Tests - tests/pg/match-batch-allocate.pg.test.ts — 5 pg-real tests covering combined verifikat shape, overshoot guard, already-booked tx, direction mismatch, mixed-kinds rejection. - app/api/transactions/[id]/match-batch/__tests__/route.test.ts — 5 unit tests covering schema validation, mixed-kinds, happy path, structured-error mapping, raw-error → BATCH_RPC_FAILED. 63 unit tests pass across the touched paths. The RPC migration was already applied to remote in an earlier Phase 3a session (idempotent CREATE OR REPLACE FUNCTION; the next replay is a no-op). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(match-batch): PR #603 review round 1 + CI fixes Closes both CI failures and the three real review findings. ## CI fixes - **pg-real failure**: the RPC declared `v_journal_entry_id uuid := uuid_generate_v4()` which fails in the CI Postgres image (uuid-ossp extension is off). Switched to `gen_random_uuid()` — the codebase standard already used by supplier_invoices, invoice_inbox, etc. - **core-only failure**: my earlier BAS leaf-account commit (3900→3999, 5800→5890, 6200→6230) didn't update the matching `lib/bookkeeping/__tests__/category-mapping.test.ts` expectations, and `getDefaultAccountForCategory`'s fallback for `income_*` was still hardcoded to '3900'. Updated both. ## Review findings (greptile) - **P1 deadlock-stable locking** (`match_batch_allocate.sql:11`): the validation `FOR UPDATE` loop ran in caller-supplied array order. Two concurrent calls with overlapping invoice sets in opposite orders could deadlock and one would abort with `BATCH_RPC_FAILED`. Now all three loops (validate, build lines, advance invoices) iterate via `SELECT … FROM jsonb_array_elements(…) ORDER BY COALESCE(invoice_id, supplier_invoice_id)`, giving a stable global lock order regardless of how the caller ordered the JSON array. - **P1 duplicate-allocation detection** (`match_batch_allocate.sql:163`): the same invoice_id listed twice would pass the per-row overshoot guard (both iterations read the original `remaining_amount`) and the write loop would insert two `invoice_payments` rows for the same invoice. Added a `v_seen_ids text[]` check in the validation loop and a new `BATCH_DUPLICATE_ALLOCATION` error code (sv + en). The dialog already prevents this UI-side via `if (prev[candidate.id] return prev` — the RPC guard is the defense-in-depth layer. - **P2 zod `.positive()`** (`schemas.ts:544`): allocation amount was `nonNegativeAmount` (allowing 0), passing schema validation only to be rejected by the RPC with `BATCH_INVALID_AMOUNT`. Now `z.number().positive(…)` so 0-amount entries fail at the schema layer with a per-field path, cleaner 400. - **P2 strict `> 0` direction check** (`MatchAllocationDialog.tsx:82`): used `amount >= 0` to pick customer-side, but a zero-amount tx would load customer candidates only to hit `BATCH_TX_ZERO_AMOUNT` at submit time after the user has filled in allocations. Switched to `> 0` so 0-amount tx never reaches the dialog at all (it's rejected by the RPC immediately). The fourth Greptile comment (the schema P2 about amount validation) overlaps with the third; addressed in the same edit. ## Verification - 112 unit tests pass across touched paths - ESLint clean - New pg-real test `tests/pg/match-batch-allocate.pg.test.ts` covers the dedupe scenario (same supplier invoice listed twice with summing amounts that individually pass per-row overshoot) - RPC patch applied to remote via Supabase MCP Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(match-batch): PR #603 review round 2 — compliance hardening Addresses the actionable findings from compliance-swarm and Swedish-accounting-compliance reviews. Six small RPC changes + two TS-side guards, all bundled in one follow-up migration. ## Security - **(GDPR Art.5(1)(f) / ISO A.8.2) Caller verification**: SECURITY DEFINER bypasses RLS, and the prior RPC accepted any (p_user_id, p_company_id) pair from the route. Now the function rejects with new `BATCH_UNAUTHORIZED` (sv+en, HTTP 403) if `auth.uid()` is not a member of `p_company_id`. Pattern lifted from `harden_invoice_number_rpcs` (#20260510140000). - **(OWASP V4.2) Allocation cap**: `MatchBatchSchema.allocations` now carries `.max(100)` to prevent DoS via unbounded FOR UPDATE locks. ## Swedish accounting correctness - **source_type per direction**: was hardcoded to `'invoice_paid'` for both customer + supplier batches, mis-routing behandlingshistorik filters. Customer batches keep `'invoice_paid'`, supplier batches now write `'supplier_invoice_paid'`. - **Fiscal-period determinism**: `LIMIT 1` on the period lookup was non-deterministic on overlap (e.g. corrected broken year). Added `ORDER BY period_start DESC` so the most recent matching period wins. - **Tolerance harmonisation**: cross-allocation sum used `+0.01` tolerance while per-row used `+0.005`. Both now `+0.005` so a multi-row batch can't drift ~0.01 SEK while each row passes individually. - **`transactions.category` no longer overwritten**: was forced to `'income_services'` (→ BAS 3001 at 25% VAT) for any customer batch, misrepresenting reduced-rate / export / EU-service invoices. The category is only meaningful 1:1 with a single invoice; batches now leave it as-is, mirroring the supplier-side `ELSE category` branch. ## Tests - `tests/pg/match-batch-allocate.pg.test.ts` now wraps every RPC call in `withUserContext(userId)` so `auth.uid()` resolves to the seeded owner. Without this the new membership check would have failed all existing tests. - New pg-real test: `rejects with BATCH_UNAUTHORIZED when caller is not a member of the company` — outsider user gets explicit refusal. - New happy-path assertion: `source_type = 'supplier_invoice_paid'` on the combined verifikat for supplier batches. 15 unit tests pass on the touched paths. RPC patch applied to remote via Supabase MCP. Out-of-scope mcp-server changes still parked locally. Skipped findings (documented in PR comment thread): - V8.2.1 ownership pre-check at route layer (RPC enforces it) - V4.5 / Art.5(1)(b) narrower API response and event payload — typed contracts require the full shapes - V2.4 rate-limiting — system-level, applies to all match endpoints - A.8.28 client-side RLS reliance — documented architectural choice - Direction pre-check at API layer (RPC catches with cleaner code) - V16 + Art.32 + Art.5(1)(b) low-severity logging nits 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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a586cc8a58 |
feat(transactions): show all library templates in picker; fix PSD2 seed-row collision (#596)
* feat(transactions): show all library templates in picker; fix PSD2 seed-row collision - Booking template picker: surface every active library template, not only the convertible 2-account shapes. Multi-leg/complex templates route to the manual journal editor pre-filled via applyTemplate instead of being hidden. Drop direction filtering for user templates (inferred direction is unreliable); the curated static catalog still respects it. Add an "Aktivera och bokfor" recovery toast for TX_CATEGORIZE_INVALID_ACCOUNT mirroring the existing ACCOUNTS_NOT_IN_CHART flow. CreateTemplateForm reflows to one card per line so trash buttons stop colliding on narrow screens. - cash_accounts.upsertFromPsd2: the seed_default_cash_account migration plants a manual (bank_connection_id IS NULL) row on the same ledger_account, so the first PSD2 sync's upsert on (company_id, bank_connection_id, external_uid) cannot match it (NULL != NULL) and falls through to INSERT, tripping the (company_id, ledger_account) UNIQUE constraint. Look up and promote the seed row in place first. - Tests: pin the TX_CATEGORIZE_INVALID_ACCOUNT error shape the recovery toast parses; cover applyTemplate on shapes the converter rejects (split-expense and all-'business'-typed). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(transactions): PR review — currency metadata, MRU ordering, observable promote, BAS validation - TransactionBookingDialog.buildInitialLinesFromTemplate: attach buildCurrencyMetadata to settlement lines for foreign-currency transactions so the journal entry retains the original currency, amount, and exchange_rate. Without this, non-SEK transactions routed through a non-convertible template were recorded in SEK only with no foreign-currency annotation. (Greptile #2) - TemplatePicker.handleSelectLibraryRaw: only bump the MRU after confirming the click will actually do something (i.e. converted OR a callback is wired). Future consumers that omit onPickLibraryTemplate would otherwise corrupt MRU ordering for templates the user never successfully applied. (Greptile #1) - cash_accounts.upsertFromPsd2 promote-seed: add .select('id') so a zero-row UPDATE is observable. If the seed row vanishes between the SELECT and UPDATE (concurrent ops), fall through to the normal upsert instead of silently returning success without persisting anything. (Greptile #3, compliance A.8.9) - transactions/page.tsx TX_CATEGORIZE_INVALID_ACCOUNT toast: validate accountNumber against /^\d{4}$/ before embedding in any fetch URL/body. Defense-in-depth against a malformed server error envelope. (compliance V8.2.1) - categorize route test: switch the not-in-chart fixture from '4535' (Inköp av varor från annat EU-land — reverse-charge) to '5420' (Programvaror) so the example doesn't imply a domestic override against an EU-reverse-charge account would be valid without its paired moms legs. (Swedish compliance review #3) Other review items deliberately not addressed in this PR: - Validate-on-save that every VAT-rated template has a 'vat' line — overrides existing CreateTemplateForm UX, separate PR. - vat_rate enum guard in applyTemplate — defensive; the editor dropdown only surfaces legal rates and is the only write path in production today. - Imbalance UI warning — already handled: JournalEntryForm computes isBalanced and gates submission; DB trigger check_journal_entry_balance enforces BFL 5 kap server-side. 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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a9aff5a120 |
Bug/template and sandbox (#589)
* Enhance booking template functionality and add sandbox extraction checks * Implement Recapt integration for feedback submission and user identification * Add Recapt identification component and bank sync status chip; update crontab entries * Update .gitignore to ignore the entire scripts directory * Refactor Recapt integration: add loader component, update privacy policy, and enhance bank sync status messages * Fix .gitignore to correctly ignore the scripts directory |
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f53725b20a |
Agent v1 bundle: TIC v2 onboarding, in-app assistant gating, sidebar nav, MCP fixes (#584)
* fix(sie-import): accept tab as field separator (Bollbok exports) The SIE 4 spec allows either space or tab between fields, but splitSIELine() only treated space (0x20) as a separator. Bollbok exports tab-separated lines for every record except #RAR, which silently swallowed all #IB / #UB / #KONTO / #KTYP / #VER / #TRANS records — imports appeared empty even though the file was well-formed. Also adds a parser-side diagnostic that emits a warning when raw #IB or #VER lines are present in the input but parsing produced none. The previous silent failure is how this bug stayed hidden; the warning gives the import preview something visible to surface next time. Verified against two real reproducer files (Sean / Erik Hellqvist): erik h 2025.SE (UTF-8): 166 accounts, 66 IB, 4 UB, 11 RES, 95 vouchers, 198 TRANS. erik h 2026.SE (CP437): 166 accounts, 66 IB, 4 UB, 0 vouchers. Both now parse with zero warnings/errors. Tests: + 8 Bollbok-shape tab-separated fixtures (2025 + 2026 quoting variants). + 4 silent-failure diagnostic-warning tests. All 74 sie-parser tests pass; 155/155 in lib/import; 64/64 downstream callers. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(sie-import): address PR #513 review — strip #KTYP quotes, suppress redundant aggregate warning Two non-blocking P2 findings from Greptile review on PR #513: 1. #KTYP handler stored fields[2] directly, so Bollbok 2026 exports (#KTYP\t1510\t"T") stored '"T"' with literal quotes instead of 'T'. Latent defect — accountType is unused downstream today, but my tab- separator fix made the quoted-value path reachable. Now routes through parseStringField so both Bollbok 2025 (unquoted T) and 2026 (quoted "T") land as 'T'. 2. The aggregate "kontrollera fältavskiljare och teckenkodning" warning fired alongside per-record 'error'-severity issues for malformed #IB / #VER records, producing a misleading hint when the parser had already pinpointed the structural problem. Now suppressed when an error-severity issue with the same tag already exists. Test coverage: + accountType asserted to be 'T' (not '"T"') in both 2025 + 2026 shapes. + VER aggregate-warning test now uses #VER lines without { } blocks (silent loss, no per-record error) — the canonical case the diagnostic is designed for. + New suppression test: bare #VER produces per-record errors AND the aggregate warning is absent. 75/75 sie-parser tests pass; 156/156 in lib/import. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * wip: agent chat + composer + memory + document extraction In-progress work on this branch beyond the SIE-import fixes: - Specialized accountant agent (composer + intents + chat loop) - Persistent agent_conversations/messages, agent_profiles, agent_memory - /chat surface + /onboarding/agent + /settings/agent-memory - document-extraction extension with status hooks - MCP server staging refactor + new skills (atoms, bank reconciliation, customer onboarding, kreditfaktura) - pending_operations rejection feedback (category + reason) + realtime - TIC company profile cached snapshot on companies - 17 migrations (all additive — see prior conversation analysis) Parked while branch waits for review/merge. Migrations are already applied to prod. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * refactor(tic): migrate company-data client from api-core v1 to Lens v2 Swaps the seven TIC company-data endpoints we call from the api-core paths (`/datasets/companies/{companyId}/...`, `/search/companies`) to the Lens equivalents (`/companies/{id}/...`, `/search-public/companies`). Hard cutover; proxy pattern preserved. Schema shifts handled inside the extension so consumers (TicWorkspace, Step2CompanyDetails) don't need changes: - `/companies/{id}/bank-accounts` now returns Bankgirot only — map to the existing `{ type, accountNumber, bic }` shape, drop terminated. - `/companies/{id}/industries` returns a discriminated array — filter to `companyIndustryCodeType === 'sni2007'` to preserve v1 behavior. - `/companies/{id}/phone-numbers` renamed the field to `phoneNumberFormatted` (fall back to `e164PhoneNumber`). - `/companies/{id}/documents` replaces `/financial-report-summaries`; filter `type === 'annualReport'` and read nested `financialReportMetadata` to rebuild the legacy summary shape. - `isCeased` is now a top-level boolean; `activityStatus` is an enum. Translate enum -> 'ceased' for the workspace's existing check. BankID identity flow (id.tic.io) is untouched — separate TIC product. Note: deploy gated on the TIC proxy being flipped to lens-api.tic.io with an `x-api-key` Lens key. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(tic): expose v2 onboarding & workspace data Adds six new Lens (v2) fetchers on top of the migration that already landed in this branch, surfacing the data through /lookup and /profile. New fetchers in lib/tic-client.ts: - getFiscalYears /companies/{id}/fiscal-years - getAccountingPeriods /companies/{id}/accounting-periods - getPayrolls /companies/{id}/payrolls - getSignatory /companies/{id}/signatory - getRepresentatives /companies/{id}/representatives - getCompanyStatus /companies/{id}/status /lookup gains a fiscalYear field (current fiscal-year configuration) so onboarding Step 2 can skip manual MM-DD entry. CompanyLookupResult extended with optional fiscalYear; consumers without it keep working. /profile gains five new sections on TICCompanyProfile: - fiscalYear + fiscalYearHistory current + deduped period list - signatory firmateckning descriptions - board + representatives board-composition summary + active officers (positionEnd in future) - payrolls payroll2 array newest-first, with deviation vs annual-report - statuses current+historical status entries with red/yellow/green/neutral color TicWorkspace renders the new data as four cards (Status, Fiscal year + Signatory, Board + Representatives, Payroll history) plus a Badge mapping for the traffic-light status color. Tests: 52 -> 60 passing. Added unit tests for the new fetchers' v2 paths, fiscal-year auto-fill in /lookup, and full v2 profile coverage. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(onboarding,agent): lean on TIC v2 to skip Steps 1 & 3 and sharpen Opus Three small wins that unlock more of the v2 cutover. No new endpoints — the data was already in the snapshot, just not flowing where it should. Step 1 (entity_type) — deep-link path only: - /lookup now returns `legalEntityType` and `registrationDate` (added to CompanyLookupResult). - /onboarding/page.tsx does a server-side /lookup prefetch when ?org_number= is present (BankID picker path), maps "AB"/"EF" to the EntityType enum, and seeds Step 1's radio. Falls through silently for unsupported codes (HB, KB, …) and on TIC errors. - WelcomeOnboarding hydrates ticLookup state from the server prefetch so Step 2's debounced client fetch and Step 3's first-year inference both have data on first render — no flash. Step 3 (is_first_fiscal_year) — every path: - deriveFirstYearDefaults() parses ticLookup.registrationDate and returns { isFirstFiscalYear, firstYearStart } when registered <12 months ago. Step 3's initialData picks it up; the user only confirms the end date. - Settings value wins when present so existing users with a saved choice don't get overridden. Composer prompt: - redactTic allowlist was the bottleneck — it stripped beneficialOwners, signatory, board, representatives, payrolls, statuses, fiscalYear before Opus ever saw the JSON. Existing filterRedundantQuestions ownership logic was effectively dead because the data path was severed. Expanded allowlist to include those v2 sections; kept bankAccounts/ email/phone/fiscalYearHistory/financialReports out (token cost > signal). - SYSTEM_PROMPT now documents each v2 section and the rules Opus should apply: payroll signal switches from "registration.payroll" to "actual payrolls[] filings" (kills the false-positive swedish-payroll selection for newly registered employers); beneficialOwners[] becomes the authoritative ownership source (single owner → FMB modifier; multiple → multi-owner); statuses[] isCeased/red triggers an uncertainty_note. Tests: 4112 unchanged. Build: green. No schema or migration changes. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(agent): onboarding polish + composer signal fixes from first-run feedback UX: - AgentOnboarding: drop the 10s "Hoppa över — fortsätt med standardval" escape hatch. The fallback path runs automatically on timeout; the manual skip just teased users into a degraded build. - ReviewCard step 2 title: "Stämma av detaljerna" → "Stäm av detaljerna" (imperative form matches the rest of the steps). - Drop em-dashes from user-visible Swedish strings in AgentOnboarding + ReviewCard (fallback labels, subtitles, placeholder, error message, final CTA). Em-dashes survive in code comments only. - "Fråga min revisor" → "Fråga min assistent" everywhere it surfaced: AgentTrigger, AgentSparkleButton, ReviewCard preview, ReviewCard fallback comment, general.help intent buttonLabel + prompt text. - AgentTrigger / AgentSparkleButton / EmptyState.AgentHelpLink / TransactionInboxCard ask-button all gated on identity.isVerified. Pre-onboarding users no longer see the floating FAB or per-page Sparkle buttons. AgentSheetProvider.identity gained an isVerified field; (dashboard)/layout.tsx selects agent_profiles.verified_at and passes it through. TIC verksamhetsbeskrivning: - tic/index.ts /profile: /companies/{id}/purposes returns every historical verksamhetsföremål filing. Picking [0] was returning the oldest "äga och förvalta" holding-company boilerplate for companies whose later filings narrowed the purpose ("tillhandahålla företagskrediter och finansiella teknologilösningar"). Sort the array by lastUpdatedAtUtc desc and take the most recent non-empty purpose. Composer banking signal: - loadBankingSummary now reads journal_entry_id alongside description/amount/date and returns per-counterparty `direction` ('in' | 'out' | 'mixed') and `has_unbooked` (any row not yet booked). Aggregate `unbooked_count` accompanies the rollup. - buildUserPrompt emits each counterparty as `Name: 12 345 kr (ut, OBOKFÖRD)` so Opus can tell income from cost on sight and tell which counterparties are still open questions. - SYSTEM_PROMPT now explicitly forbids verification questions about counterparties whose direction is unambiguous AND status is 'bokförd'. Should kill the regressions from the first agent build: * "Konsult, J 98 565 kr — intäkt eller kostnad?" when the amount is clearly negative. * "ALMI AB 493 000 kr — lån eller bidrag?" when the transaction is already categorized. Tests: 4112 unchanged. Build: green. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(agent,ui): representation needs deltagare+syfte, drop duplicate doc icon Representation booking: - transaction-categorization prompt now requires the agent to capture participants (name + company) AND purpose before staging a representation categorization. SKV's representationsregler + ML 8 kap require the verifikation to document who attended and what the meeting was about; without that the avdrag is denied and the post should be booked as non-deductible / personalkostnad. - The agent confirms back in plain text (audit trail in the chat), writes the deltagare + syfte to gnubok_remember_fact (long-term), THEN stages. Saknas deltagare/syfte: explicitly tell the user the avdrag won't go through and offer the non-deductible alternative. - Known gap (followup, not this commit): the staged op's journal entry description doesn't yet carry the deltagare text. Until we add a `notes` field to gnubok_categorize_transaction, the audit trail lives in chat + agent_memory only. TransactionInboxCard duplicate attachment indicator: - Drop the FileCheck2 "open document" button from the trailing slot. TransactionAttachmentIndicator (Paperclip) next to the description already opens the underlag on click. Two icons doing the same thing was noise. Cleaned up the unused state (isOpeningDoc, hasAttachment, handleOpenAttachment) and dropped now-unused imports (FileCheck2, useToast). Tests: 4112. Build: green. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(agent,nav): notes on verifikation + redesigned sidebar Audit-trail notes for representation: - gnubok_categorize_transaction gains an optional `notes` string. Threaded through stagePendingOperation → commitCategorizeTransaction → createTransactionJournalEntry, which now appends notes to the entry's description (capped at 500 chars). The verifikation an external auditor reads now carries deltagare + syfte directly — not just chat history / agent_memory. - transaction-categorization prompt updated: representation flow now REQUIRES the agent to pass deltagare+syfte via the notes parameter. Without it the booking is non-deductible / personalkostnad per SKV. DashboardNav redesign: - Top section: flat, no header — Hem (/chat), Underlag (was Dokumentinkorg), Transaktioner, Granskning. Always visible; the inline badge on /pending shows the count when there are pending ops. - Mid section: four collapsible dropdowns (Försäljning, Inköp, Redovisning, Personal). Each auto-expands when the active route lives inside it. KPI moved from main to Redovisning. Extension nav items (TIC workspace, etc.) fold into Redovisning. - Bottom-left: new account popover (DropdownMenu, opens upward) holding CompanySwitcher, Inställningar, Hjälp, Support, Logga ut. Replaces the old top company-switcher card + the bottom Support/Logout block. - Mobile drawer mirrors the new structure: top items as flat list, same four dropdown groups, separate "Tillägg" section when extensions exist, "Mitt konto" section at the bottom. - i18n: invoice_inbox label renamed "Dokumentinkorg" → "Underlag" ("Documents" in en). New keys: mitt_konto, group_extensions. Tests: 4112. Build: green. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(nav): unhide Leverantörer under Inköp The /suppliers entry existed in navItems but was marked hidden — leftover from when the supplier list lived elsewhere in the IA. Removing the hidden flag puts Leverantörer in the Inköp dropdown alongside Leverantörsfakturor. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(nav): CompanySwitcher back to top-left, user account moves bottom-left The previous pass collapsed both concepts into the bottom popover. They mean different things: the company is the org context everything below operates against (top-of-sidebar, scannable); the user is the account-holder (bottom-of-sidebar, where settings/logout live). - (dashboard)/layout.tsx: fetch profiles.full_name alongside the existing identity queries; pass userName + userEmail into DashboardNav. - DashboardNav: restore CompanySwitcher at the top of the sidebar (pre-redesign placement). Bottom-left popover trigger now shows the signed-in user's name + single-letter initial (accountInitial helper falls back to email's first char, then "?"). Popover header carries full name + email; items unchanged (Inställningar, Hjälp, Support, Logga ut). CompanySwitcher removed from inside the popover — nested dropdowns were awkward and the top placement is where it belongs. Tests: 4112. Build: green. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(pending): trim the agent context strip The row-level AgentContextStrip on /pending was rendering the model name (eu.anthropic.claude-sonnet-4-6) and the full atoms array (horizontal/swedish-vat, vertical/konsult-it, …) inline, which made each row 60–80 chars of mostly-the-same metadata. Reviewers never scan that text; they scan amounts and decide approve/reject. Now the strip shows only the conversation deep-link (Konversation #<short id>) — the one piece that's actually useful for diving into context. Model + atoms remain available in agent_metadata for debugging surfaces; they're just not in the list view. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(agent): shared ground rules + paragraph breaks after tool calls Two regressions surfaced in real usage. Both are systemic. Shared agent ground rules: - /chat surface (general.help) was happily inventing four-digit BAS account numbers ("Debet 6212 - Molntjänster…", "Kredit 2614 - Ingående moms…") and proposing booking decisions on invoices it had never seen, with no follow-up questions about currency/scope/etc. - transaction-categorization had those rules baked into its prompt; general-help / bokslut-step / invoice-draft / supplier-invoice-review / verifikation-draft / vat-review never inherited them. - Extracted lib/agent/intents/shared-rules.ts with five cross-cutting rules: underlag first (check inbox + ask user to upload to Dokumentinkorgen when missing), ask follow-ups when ambiguous, never write four-digit BAS account numbers in chat (category names only), cite atoms / load skills (don't guess), check counterparty history before proposing. - Injected renderAgentGroundRules() into all six intents above. transaction-categorization left alone — it has more detailed inline rules tied to its specific underlag-flow. Paragraph break after tool calls: - text_delta from the model often resumes after a tool call without a leading newline ("kategoriseras." → gnubok_query_journal runs → "Inget historik hittades…" appended directly). Markdown rendered the concatenation as one paragraph. - AgentChat text_delta handler now inserts \n\n when (a) the buffer ends with text content, (b) the incoming delta starts with text content, (c) at least one tool call has run, and (d) the buffer doesn't already end with a blank line. Tests: 4112. Build: green. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(nav): default-open dropdown groups; closing is per-user Dropdowns started collapsed which meant first-time users had to open each group to discover what's inside. Inverted the state: default open, user can collapse, active route still forces a group open. - manualExpanded → manualCollapsed (semantics flip) - toggleGroup unchanged externally; flips the bit - isGroupExpanded returns !manualCollapsed[g] || hasActiveChild Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(agent): rate-safe v1→v2 TIC upgrade, counterparty defaults, profile settings Three pre-ship quality wins. Rate-limit-safe TIC v2 upgrade: - The /profile endpoint fans out to ~13 Lens calls; the account has a ~3000/mo ceiling. Force-refreshing every pre-v2 (v1) snapshot across the customer base would blow the budget. - ensureTicSnapshot gains an `upgradeV1` flag. A cached snapshot still inside the 7-day window is re-fetched only when (a) the caller passes upgradeV1 AND (b) the snapshot is v1-shaped (missing the v2-only `statuses` key). Gated to the two agent-onboarding call sites — a deliberate, once-per-company action and the only consumer of the v2 sections. Workspace + signup keep the natural 7-day staleness, so the v1→v2 migration is lazy and bounded to companies actually building an agent. Known-counterparty defaults (shared-rules): - Agent now proposes a sensible default for well-known counterparties instead of asking the same question monthly: Almi → lån, Tillväxtverket/ Vinnova/EU-stöd → bidrag, Skatteverket → skatt/avgift or återbäring, Bolagsverket → avgift, Försäkringskassan → ersättning, EF private withdrawal → eget uttag. Stated as an assumption the user can correct, not a hard rule — underlag/history still wins. Företagsprofil settings page: - New /settings/agent-profile (Företagsprofil / "Company profile"): view + edit the agent's company profile after onboarding — assistant name + avatar, the profile summary the agent reasons from, and a read-only chip view of loaded specialities (atoms). Backed by the existing GET/PATCH /api/agent/profile. - New GET /api/agent/atom-titles?ids= resolves atom slugs → human titles for the chips (registry is globally-readable reference data). - Added to SettingsSidebar; i18n keys agent_profile (sv "Företagsprofil" / en "Company profile"). Note: /chat already redirects unverified users to / (chat layout guard), and / renders WelcomeGate → /onboarding/agent. No redirect work needed. AgentSetupBanner.tsx is orphaned dead code (WelcomeGate superseded it). Tests: 4112. Build: green. Both new routes compile. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(nav,agent): Hem=Översikt + separate Assistent button; memory dedup Nav restructure: - "Hem" now points to / (Översikt dashboard) again, not /chat. The agent chat gets its own top-level nav entry "Assistent" (Sparkles icon) → /chat. Mobile bottom nav mirrors this (Hem / Assistent / Transaktioner). - / restored to render DashboardContent (the Översikt) for built-agent users instead of redirecting to /chat. Users who haven't built their assistant yet still get WelcomeGate (the build-agent checklist); once verified, / shows the dashboard. Chat is reachable anytime via its nav entry. Restored main's dashboard data-fetch; added an agent_profiles verified_at probe to drive the WelcomeGate branch. - i18n: nav.assistant ("Assistent" / "Assistant"). agent_memory dedup (gnubok_remember_fact): - The agent re-remembers the same fact constantly (e.g. "Vercel = omvänd skattskyldighet" on every Vercel categorization), which would bloat agent_memory with paraphrases over months. - Before insert, compare the incoming fact against the 300 most-recent active memories by word-set Jaccard similarity (lowercased, punctuation- stripped, stopwords dropped). A near-duplicate (≥0.82) is treated as already-known: bump its relevance toward the new score + refresh updated_at instead of writing a new row. Embedding-free, zero added latency beyond one bounded SELECT. Tests: 4112. Build: green. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(agent,nav): företagsprofil=Bolagsuppgifter, avatar nav icon, dedupe greeting Företagsprofil settings page (the right content this time): - Replaced the agent atoms/summary panel with CompanyProfileView — a read-only "Bolagsuppgifter" view of the cached TIC company snapshot (name, org-nr, form, address, F-skatt/Moms/Arbetsgivare, SNI, bank, verksamhet, employees, latest financials, status traffic-lights, fiscal year, firmateckning, företrädare). Server component reads the companies.tic_snapshot column directly — no extension import, stays inside the core-build boundary. - Route renamed /settings/agent-profile → /settings/company-profile. Removed the old AgentProfilePanel + the now-unused /api/agent/atom-titles endpoint. "Assistent" nav icon = the agent's chosen avatar: - DashboardNav reads agent identity from AgentSheetProvider and renders the onboarding-chosen avatar for the /chat ("Assistent") entry across desktop sidebar, mobile drawer, and mobile bottom nav. Falls back to the Sparkles glyph pre-onboarding (no avatar yet). Nav cleanup: - Dropped the beta badge from Underlag. - Filtered the TIC workspace (/e/general/tic, "Företagsprofil") out of the nav — the same Bolagsuppgifter now lives under Inställningar → Företagsprofil, so it shouldn't appear in two places. Doubled intake greeting fix: - /chat/intake fires an invoke with no conversation_id, then swaps the URL to /chat/[id] the instant the `conversation` event lands — which can beat the greeting being persisted. /chat/[id] then hydrated with 0 messages and, because the auto-fire guard keyed on (id && messages>0), fired a SECOND invoke on the same conversation → two greetings. Guard now keys on conversation-id presence alone: a set id means resume, never bootstrap. Closes the race. Tests: 4112. Build: green. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(agent): paragraph-break-after-tool split words mid-stream The earlier "insert \n\n when text resumes after a tool call" heuristic re-evaluated on EVERY text_delta (any delta not starting/ending with whitespace, once a tool had run). Streaming deltas arrive in sub-word chunks, so it injected breaks between fragments of the same word: "minnes\n\nno\n\nterna", "kund\n\nrep\n\nresentation". Replace the per-delta heuristic with a consume-once ref: - tool_use sets breakBeforeNextTextRef = true - the next text_delta consumes it: prepends \n\n exactly once (only when the buffer has content, doesn't already end in whitespace, and the delta doesn't start with whitespace), then clears the flag So the break fires once per tool→text resume, never mid-word. Build: green. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(agent): much shorter replies, representation headcount + VAT cap, dot separator Brevity (system-prompt Svarsformat — affects every reply): - Hard "korthet är regel nummer ett": aim for 2-4 sentences, lead with the answer/action, no warm-up ("Här är vad som gäller…"), don't derive VAT in prose, don't restate what the approval card shows, one question at a time. The agent was writing textbook-length essays. Representation rule now in shared-rules (so verifikation-draft, vat-review, etc. all get it — previously only transaction-categorization had it, which is why the verifikation flow guessed 25% VAT and skipped the cap): - Require ANTAL deltagare (headcount), not just one name — the moms deduction is per person (underlag cap 300 kr/person ex moms). - Use the receipt's ACTUAL VAT rate (usually 12% on food), never assume 25%. - Meal representation isn't income-tax deductible (post-2017); whole cost booked as non-deductible representation. Verifikation description separator: - createTransactionJournalEntry appended notes with an em-dash ("Utlägg Eatnam — Deltagare:…"), violating house style. Switched to a middle dot " · ". journal_entries has no separate notes column — the description IS the BFL verifikationstext / audit field, so deltagare + syfte correctly live there. Tests: 4112. Build: green. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(settings): tidy Bolagsuppgifter — no status colours, clean firmateckning From first-look feedback on the Företagsprofil page: - Status: dropped the coloured traffic-light badges (red/yellow/green). Per the design system semantic colour is data-only, never chrome, so status now renders as plain label + date. Also filtered to dated entries only — Bolagsverket emits flags like "Har aldrig varit verksam" with no date that read as noise next to the real status. Ceased status gets muted destructive text (the one chrome colour the system keeps). - Firmateckning: the source text carries ">" list markers and crams several rules onto one line, and repeats "Firman tecknas av styrelsen" across rows. cleanSignatory() strips the markers, normalises whitespace, splits run-on "Firman tecknas …" clauses onto separate lines, and the render dedupes — so each rule reads as its own sentence. Build: green. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(mcp): inbox items expose all terminal links + processed flag The Eatnam receipt was booked against its bank transaction (so the inbox row had matched_transaction_id + created_journal_entry_id set), yet the agent reported it as loose/unmatched and a duplicate risk. Root cause: gnubok_list_inbox_items only selected and returned matched_supplier_id + created_supplier_invoice_id — the supplier-invoice path. The transaction-match and direct-journal-entry paths were invisible, so any receipt cleared via /transactions looked unprocessed. - list_inbox_items now selects + returns matched_transaction_id and created_journal_entry_id alongside the supplier fields, plus a derived `processed` boolean (true when ANY of the three terminal links is set). - New unprocessed_only=true input filters to items with no terminal link — the "what still needs handling" view that prevents the agent from flagging already-booked docs as duplicates. (Fetches a wider window then filters client-side so limit applies post-filter.) - Description updated to document the processed semantics, within the 280-char tool-description budget. The DB linkage itself already worked: /transactions attach-document sets matched_transaction_id, and commitCategorizeTransaction stamps created_journal_entry_id. This was purely a read/surface gap. Tests: 4112 (+ MCP description guard). Build: green. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(mcp): repair stage-but-never-commit tools + consolidate tool surface - post_annual_depreciation AND reverse_entry were never in the pending_operations operation_type CHECK, so both staged then died with check_violation at INSERT. Add the CHECK migration, a commitPostAnnualDepreciation executor (reusing commitAnnualPostings), risk tier, and the PendingOperationType union member. - Salary tools de-risked: calculate_salary_run calls runSalaryCalculation() directly (no self-fetch/forged cookie); create_salary_run uses a transactional create-run helper with compensating delete; generate_agi actually generates + persists the declaration. - import_sie parses + validates at stage time with a content-rich preview (company, fiscal year, voucher/account counts, balance) instead of a blind byte count. - batch-match-invoices passed user.id where companyId was expected (silently matched zero). - VAT report+widget merged behind render_ui; gnubok_search_tools ranks by relevance; gnubok_feedback readOnlyHint corrected; tools/list instruction text fixed; income decision-tree + GL/query_journal cross-refs added. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(agent): load skill atom bodies from the DB so they survive the build Skill bodies were read from disk at runtime (.claude/skills/**/SKILL.md); on Vercel the dynamic readFile path isn't traced into the lambda and on Docker .claude/ is excluded, so atoms loaded EMPTY in production — a despecialized agent. Inline the bodies into agent_atom_registry instead: - Migration adds body + mcp_exposed columns; a build-time generator (scripts/generate-skill-bodies.ts) emits a deterministic dollar-quoted seed migration with a content-hash manifest + --check CI guard. - Read sites (mcp-server atoms.ts, chat system-prompt.ts, composer prewarm) read body from the DB, with a dev-only disk fallback. mcp_exposed curates which atoms the MCP exposes (swarm-* never become atoms). - The seed script + generator share scripts/lib/atom-discovery.ts; estimated_tokens now reflects SKILL.md only. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(agent): safe the in-app assistant — gating, FAB de-confliction, rate limit, friendly errors - Hide all agent entry points until verified_at: the Assistent nav tab (sidebar + mobile) and the agent-memory settings tab now match the floating FAB's gate. - FAB de-confliction: /kpi -> kpi.explain and /bookkeeping/year-end -> bokslut.step so the floating button opens the SAME assistant as the page button (no two-agents-on-one-page). - Generous per-user rate limit (30/min, 1000/day) on /api/agent/invoke, /onboarding/stream, /composer via a new agent_rate_counters table + check_and_increment_agent_quota RPC; fails open. Bounds runaway Bedrock spend without touching normal users. - Friendly errors: Bedrock 429/timeout/5xx normalized to Swedish (friendlyModelError) in run-turn + the invoke route; the chat client surfaces the server's friendly message instead of a raw HTTP status. - /chat/new validates ?intent= against the registry so bad deep-links fall back to general.help instead of rendering a broken-looking error. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(agent): keep /chat read-only — redirect categorization + swap the "categorize" suggestion for a VAT-report question general.help (the /chat assistant) is read-only, but it still gave per-transaction bokföringsförslag in prose and asked "godkänner du dessa?" — an analysis the user can't act on (no write tool, no per-tx underlag). Strengthen the prompt to redirect categorization/bokföring to the per-transaction flow (open the transaction -> "Fråga om denna transaktion", where the agent sees the underlag and stages a real ApprovalCard); a short overview is still allowed. Add a guard test locking in no-write-tools + the redirect language. Swap the /chat empty-state "Hjälp mig kategorisera" chip (which lured users into exactly this dead-end) for a VAT-report question the read-only assistant can actually answer. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * refactor(pending): declutter the review queue rows + header Fold the conversation deep-link onto the actor label (drop the separate "Konversation #xxxx" strip and its icon), hide the quick-pick when there's only one operation type (it duplicated "Markera alla"), and drop the "(0)" from the disabled bulk-approve button. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(vat): enhance VAT handling by integrating document validation and improving error messaging * feat(settings): add assistant knowledge surface + consolidate settings tabs Expose the agent's skill atoms (agent_atom_registry) in a read-only surface beside the existing memory view, and tighten the settings tab bar from 14 to 10 tabs. - New GET /api/agent/skills + AgentSkillsPanel: lists active, mcp_exposed atoms grouped by tier (Kärnkompetens / bransch / bolagssituation), flags which are active for the company from agent_profiles, and lazy-loads each SKILL.md body on expand. - New /settings/assistant tab with a Minne/Kompetens toggle (?view=skills); /settings/agent-memory and /settings/agent-skills redirect into it. - Merge Företagsprofil (TIC snapshot) into the Företag tab via CompanyProfileSection; /settings/company-profile redirects. - Merge Skatteverket-anslutningen into the Skatt tab — OAuth returnTo and the callback toast now target /settings/tax; /settings/skatteverket redirects. - Drop the Säkerhetsbackup tab (already under Importera/Exportera). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(inbox): keep booked underlag out of the unmatched queue + widen match window - categorize: after booking an inbox underlag onto a verifikat, backfill the inbox row's matched_transaction_id + created_journal_entry_id so it stops showing as unmatched (mirrors the /attach-document paperclip path). - TransactionMatchPicker: bias the candidate window forward (60d before → 180d after the invoice date) so late payments aren't dropped before scoring, and widen the ranking date tolerance to 120d so the true match floats to the top instead of collapsing to "Svag match". Fix "okatigoriserade" typo. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * wip: bundle in-progress branch work + agent onboarding chat optimizations Captures the uncommitted work-in-progress on this branch so it lives on the remote. Heterogeneous changeset — bundled as one commit since the work was already entangled across files. Headline change in this commit (from this session): - Remove the double interview in agent onboarding. Phase B's verification- question form stepper is gone — the Phase C chat (onboarding.intake) now owns the entire interview and reads the composer's verification_questions server-side as its question bank. - ReviewCard collapses from 3 steps to 2 (meet → review-and-confirm) with value-first ordering: profile + "vad jag kan hjälpa dig med" + facts + optional seed note. CTA reads "Möt {namn}" to signal the chat follows. - ChatIntakeStarter handoff subcopy updated to match reality (assistant greets first; user can leave anytime). - Stamp agent_profiles.intake_completed_at server-side in app/api/agent/invoke/route.ts on the first user-typed reply in any onboarding.intake conversation (idempotent IS NULL guard, best-effort). Closes the previously dead-write column and unlocks the opportunistic- follow-up hook the migration anticipated. Plus in-progress branch work being carried forward (not introduced here): agent runtime + intent prompts, composer + atom-discovery scripts, MCP server skills surface, onboarding flow components, dashboard/inbox tweaks, two new agent_atom_registry migrations, additional agent-chat tests. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * refactor(agent): drop inline "Fråga assistenten" affordances — rely on the FAB The bottom-right "Fråga {namn}" FAB (AgentTrigger) is already route-aware and picks the right intent per page, so duplicating it as inline page- header buttons and empty-state links is noise. Removed: - EmptyState `agentHelp` link ("Eller fråga {namn} hur du kommer igång") + the AgentHelpLink component + agent_default_name/agent_ask_link i18n keys + the agentHelp props on EmptyInvoices/EmptyCustomers/EmptyTransactions. - AgentSparkleButton on /bookkeeping (verifikation.draft) and /kpi (kpi.explain) page headers. The FAB stays — when verified, it appears on those routes and routes to the right intent automatically. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(agent): gate the last two ungated "Fråga assistenten" affordances Both surfaces previously called useAgentSheet directly without checking identity.isVerified, so they appeared pre-onboarding (everywhere else the FAB / sparkle buttons / /chat / Assistent nav are all gated on verified_at). - Settings page header: remove the "Fråga {namn}" pill entirely. The FAB covers /settings routes route-aware (settings.help) — no need for a duplicate inline trigger. - Invoice inbox transaction picker: hide the "Fråga assistenten" button when the agent isn't built. Done at the parent (InvoiceInboxWorkspace) by passing onAskAssistant only when identity.isVerified is true; the child renders the button only when the callback is present. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(tic,onboarding,agent): single-call TIC lookup + director-aware narrative voice - TIC: collapse the company lookup from 6 endpoint calls to 1 (search-public already exposes sniCodes, bank accounts, emails, phones, and registration flags). Derive fiscal-year MM-DD from mostRecentFinancialSummary; newly-registered companies fall through to the client's first-year defaults. - Onboarding: BankID picker no longer auto-provisions companies. Every pick routes through the wizard with orgnr (and entity_type via the CompanyRoles match) prefilled; F-skatt/VAT/address get confirmed in steps 2-4 instead of being auto-fetched. createCompanyFromOnboarding reuses CompanyLookupResult and adds a defensive top-level catch so server-action errors surface to the UI instead of being redacted. - Agent composer: loadUserDirectorship() checks BankID CompanyRoles for a director-like position (ceo/boardMember/chairman/externalSignatory, active) before the narrative uses second-person ownership voice ("Du driver…"); unknown users get neutral third-person voice so we never put ownership words in the user's mouth. Tests cover loadUserDirectorship, narrative voice, tic-fetch path, onboarding page, and updated TIC client + lookup/profile suites. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(tic): extend agent-onboarding TIC budget to 10s + backfill stranded org_numbers The 5s TIC fetch timeout aborted client-side before the upstream Lens fan-out (~13 calls) could complete, but the in-flight upstream calls still counted against quota — actions.ts already documents ~530 wasted calls from this in May. Same bug still applied to the agent-onboarding stream path. Adds an optional `timeoutMs` to `ensureTicSnapshot` so deliberate wait-screen callers (agent onboarding stream) can run with 10s while background/dev callers stay on the conservative 5s default. Page-level server fetch (page.tsx) intentionally stays at 5s to avoid blocking TTFB without a visible progress affordance. Backfill migration mirrors `company_settings.org_number` to `companies.org_number` for the 105 cases where it's safe (after dedup + conflict filtering). 56 of those are on active companies — unblocks duplicate guards, SIE/SRU exports, and TIC fallback chain. Zero TIC API calls — pure data move. Idempotent. Also sweeps a pre-existing SSRF guard on the stream route's origin derivation that was sitting unstaged in the working tree — it lives in the same diff hunks as the TIC budget change and couldn't be split cleanly. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * wip: bundle in-progress branch work Sweep up uncommitted agent/MCP/RLS work-in-progress so the branch is fully backed up to origin. Not reviewed in detail — committed as-is to preserve working state alongside the TIC fixes in the previous commit. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(agent): tag the "Bygg din bokföringsassistent" CTA as Beta Adds a Beta badge next to the assistant-setup heading on the dashboard banner, dashboard inline card, and onboarding checklist row. Also drops the stale "Gratis i 30 dagar" subline from the dashboard card. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(build,migrations): PendingOperationType salary ops + resolve migration version collisions PR #584 went red on three things: 1. core-only build / Vercel: `lib/pending-operations/commit.ts:2666` switched on 'create_salary_run' and 'generate_agi' but `PendingOperationType` was missing both literals. Add them to the union. 2. Supabase preview: migration version 20260526120000 collided with main's newly-merged 20260526120000_fix_replace_sie_import_hard_delete.sql. Bump the branch's pair to 20260526120050 / 20260526120051 — still ahead of 20260526120100_restvardeavskrivning so ordering is preserved. 3. 20260527170000 was used twice on this branch (_agent_rls_with_check + _journal_entry_no_doc_required). Bump the second to 20260527170100 so the pair stays orderable and Supabase doesn't choke on the duplicate schema_migrations PK. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(ci): reword comment so core-only guard stops flagging it The "Check no core imports from extensions" step greps for the literal \`from '@/extensions/\` across lib/, app/api/, components/. A comment in lib/agent/composer/tic-fetch.ts quoted the exact pattern verbatim to explain *why* the file does a self-fetch instead of importing the TIC extension directly — which the grep matched even though no actual import exists. Rewrite the line to keep the same meaning without the literal pattern. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> Co-authored-by: Emil <emilmattsson14@gmail.com> |
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Jakob WennbergandClaude Opus 4.7
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f8f49f8426 |
Inbox page-count gate + DataList/DropdownMenu primitives (#554)
* feat(inbox): skip AI extraction for multi-page PDFs (#553) Bedrock churns for minutes on multi-page PDFs (sales reports, bank statements, contracts) and returns nothing useful. Above 3 pages we now skip extraction entirely and mark the row with extraction_skipped=true; the document still lands in the inbox and can be attached or converted manually. Same gate applies to the /items/:id/attach path. Client can also opt out via skip_extraction=true (skip_reason=client_opt_out). The InvoiceInboxWorkspace renders an "Inte AI-tolkad" badge for skipped rows, distinct from the "Felaktig" failure state (status='error'). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * refactor(ui): introduce DataList + DropdownMenu primitives, roll out across list pages DataList replaces the per-row Card pattern across Granskning, Transactions, Invoices, Supplier invoices, and Pending. One bordered container with hairline rows matches the flat-with-hairlines aesthetic in CLAUDE.md — no shadows, no state-tinted borders, secondary token for selected/hover. DropdownMenu fills the gap for row-level action menus on TransactionInboxCard, TransactionHistoryList, and the page-level action menus on /transactions and /pending. Replaces ad-hoc Popover + buttons constructions. Migrates list pages and the transaction inbox/history components onto the new primitives. No behavior change beyond the visual unification. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * chore: add agent skills + gnubok domain skills, gitignore compliance reports .agents/skills/ + skills-lock.json + symlinks under .claude/skills/ check in the vercel-labs/agent-skills set pinned by the local skill manager (deploy-to-vercel, vercel-cli-with-tokens, react-best-practices, composition-patterns, react-native-skills, react-view-transitions, web-design-guidelines). Keeps the team on the same versions. .claude/skills/industry/ + .claude/skills/modifier/ are hand-authored vertical and entity-modifier skills for the specialized accountant agent — industries (konsult-it, e-handel, bygg-hantverk, reklambyra, saas-ai) and entity overlays (holding-ab, single-shareholder-ab-fmb, mixed- verksamhet). Project-owned content; lives in the repo by design. Also gitignores .compliance-reports/ — those are large generated SARIF/dossier artifacts from the compliance scanner. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * refactor(transactions): unify inbox/history chrome, drop swipe flow The transactions page mixed two-tier filtering, a swipe-view detour, and per-row Card chrome that didn't carry its weight. This pass collapses those into a single editorial-list surface and removes the unused swipe path entirely. User-visible changes: - Mode toggle (Att bokföra / Alla transaktioner) moved from a Tabs row under the header into a dropdown to the right of a unified search bar. Search now persists when switching modes. - Removed the swipe categorization view ("Gå igenom alla") and its trigger button. The 800-line SwipeCategorizationView component is deleted; suggestion-fetching shrinks to what the template picker still consumes. - Inbox rows now show one primary action: invoice/supplier-invoice match shortcut when auto-detected, else "Bokför". A new visible Link2 icon button opens the customer or supplier invoice picker manually (chosen by amount sign). Delete becomes a plain trash button — no overflow menu since it only ever held one item. - Bulk action bar swaps "Markera som privat" for "Ta bort" with a single combined confirmation. - Built SupplierInvoicePicker mirroring InvoicePicker so expense transactions can be matched to supplier invoices from the inbox. Wired through /api/transactions/{id}/match-supplier-invoice. - Template picker dialog renamed to "Bokför transaktion"; "Bokför manuellt…" and "Matcha med faktura…" promoted from muted ghost buttons at the bottom to outline buttons at the top, above the template list. - Breathing room: row padding py-3 → py-4, primary text text-sm → text-base, amount text-base, button heights h-8 → h-9, trailing gap-2 → gap-3 (in the DataList primitive itself, so every list benefits slightly). 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: align package-lock.json with merged package.json The merge resolution took origin/main's package-lock.json (which dropped pdf-lib) but kept our package.json (which still requires pdf-lib for the invoice-inbox extension's PDFDocument import). `npm ci` rejected the mismatch. Regenerate the lock from the merged package.json so both files agree. 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: regenerate package-lock.json with npm@10 for CI compat Local npm@11 produced a lock that npm@10 (CI) rejected with "Missing: @swc/helpers@0.5.21". Regenerated with npm@10 --package-lock-only so CI can install. 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(transactions): supplier-invoice status-leak guard + drop dead prop Two follow-ups from the merge-risk audit: - SupplierInvoicePicker now mirrors InvoicePicker's status-leak guard: if a supplier invoice is still 'approved'/'overdue' but already has a payment voucher attached (journal_entry_id on supplier_invoice_payments), hide it. Closes a UX race window between payment and status flip. Partially-paid invoices still pass through. - Drop the unused onMarkPrivate prop on TransactionInboxCard and the matching handleMarkPrivate wrapper in the parent. Both became dead when the swipe-categorisation flow was removed. 🤖 Generated with [Claude Code](https://claude.com/claude-code) 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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e4488a900b |
feat: add user locale preference to user_preferences table (#555)
* feat: add user locale preference to user_preferences table
- Introduced a new column 'locale' in the user_preferences table to store per-user UI language preferences.
- Added a CHECK constraint to ensure only supported locales ('sv', 'en') are allowed.
- Triggered a schema reload notification for the changes.
chore: declare CSS module support in TypeScript
- Added a declaration for CSS modules in globals.d.ts to enable TypeScript support for importing CSS files.
* feat: add Swish as an invoice payment method in company settings
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Mattsson
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239261a0be |
Bug/mcp bas lag (#543)
* fix(mcp): update workflow descriptions for transaction categorization and approval processes * feat: implement account validation for transaction categorization to handle inactive accounts * fix(tests): stub findMissingAccountsMock to ensure no missing accounts during batch-categorize tests * fix(errors): ensure deterministic sorting of account numbers in AccountsNotInChartError |
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Mattsson
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d27c3dd3dc |
Bug/customer cron job (#516)
* fix(reminder-processor): filter out credited invoices in overdue reminders * feat: implement linking of transactions to journal entries - Added POST endpoint for linking a bank transaction to an existing journal entry without creating new bookkeeping. - Implemented validation for required fields and error handling for various scenarios (e.g., missing journal_entry_id, transaction already linked, journal entry not found). - Created tests for the new endpoint to cover various cases including successful linking, error responses, and invoice handling. - Introduced duplicate payment detection logic to prevent double-booking of bank receipts. - Added a new component for correction affordance in the UI to facilitate user corrections on journal entries. * feat(invoice-matching): enhance force matching with expected journal entry validation |
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Jakob WennbergandClaude Opus 4.7
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b46b572ee9 |
fix(invoices): duplicate-payment guard on customer mark-paid + categorize (#502)
* fix(invoices): duplicate-payment guard on customer mark-paid + categorize
Two-pronged fix preventing duplicate verifikationer when a customer
invoice is marked paid OR a 19xx→1510 categorization is applied to an
inbound bank tx that already belongs to an open invoice.
Prong A (mark-paid): before booking, scan unlinked positive business
bank txs from the same customer within ±2% / ±60 days. If candidates
exist, return 409 INVOICE_PAID_LIKELY_DUPLICATE with per-candidate
match_reason (ocr_exact > name_amount_fuzzy > amount_only). Override
via `{ force: true }`. Applied to both legacy /api/invoices/[id]/
mark-paid and v1 /api/v1/.../invoices/[id]/mark-paid; v1 guard runs
before dry-run so previews can't mask the warning.
Prong B (categorize): when the user assigns 1930→1510 directly on a
positive business tx with a matching open customer invoice (by name
OR by OCR-normalized reference), return 409
TX_CATEGORIZE_SUGGEST_CI_MATCH routing them to /match-invoice.
Mirrors the supplier-side guard from #461. Shared helpers
(DUPLICATE_AMOUNT_TOLERANCE_PCT, escapeLikePattern) reused as-is.
New helper normalizeOcrReference() strips non-digits for Swedish OCR
equality. New shared candidate-finder
lib/invoices/duplicate-payment-candidates.ts keeps the legacy and v1
routes calling the same code.
Frontend:
- PaymentBookingDialog intercepts the 409, renders candidate list
with match_reason badges (Exakt OCR-träff / Sannolik träff /
Möjlig träff), offers "Länka transaktion" or "Bokför ändå"
(force-retry generates a fresh Idempotency-Key for v1 callers)
- transactions/page.tsx mirrors siMatchSuggestion handling as
ciMatchSuggestion with a parallel "Matcha mot kundfaktura?" dialog
v1 caveat documented in the route's pitfalls block:
INVOICE_PAID_LIKELY_DUPLICATE force-retry requires a fresh
Idempotency-Key because the original is body-hash bound; reusing it
returns 400 IDEMPOTENCY_KEY_REUSE.
Tests: 5 new mark-paid tests (legacy + v1) covering 409, force
bypass, partial-payment skip, ocr_exact match_reason, multi-candidate
ranking. 1 v1-only test verifying dry-run also surfaces the 409. 2
categorize Prong B tests (409 + confirm_no_match bypass).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* fix(invoices): address compliance-swarm review on duplicate-payment guard
Three review-driven fixes:
1. **PostgREST .or() injection (OWASP V1.2.5).** `escapeLikePattern` neutralises
LIKE wildcards but NOT PostgREST filter-DSL chars (`,`, `.`, `(`, `)`). A
customer name like `Acme,fake.eq.true` could otherwise inject a synthetic
filter clause into the `.or('merchant_name.ilike.%X%,description.ilike.%X%')`
string. Replaced with two parameterised `.ilike()` queries dispatched in
parallel and merged by id in JS. Slight perf cost (two index hits per call),
eliminates the DSL-injection surface entirely.
2. **Date window anchored on invoice_date instead of due_date
(swedish-accounting-compliance bot).** The Prong B categorize intercept
filtered open customer invoices by `invoice_date ± 60d` relative to the
bank-tx date. For invoices with 60–90 day payment terms, the actual
payment lands well after `invoice_date`, so the legitimate match falls
outside the window and the guard silently misses it. Switched to
`due_date ± 60d` — the better proxy for "around when payment is expected."
No corresponding change for Prong A (mark-paid), which is correctly
anchored on `paymentDate` (the user-supplied or default-today date) and
scans bank-tx dates around that anchor.
3. **Force-bypass log enrichment (ISO A.8.15, OWASP V16).** Both
`duplicate-payment guard bypassed` warn entries now include `userId` and
`paymentAmount`. Attribution was previously incomplete — the bypass log
carried only `invoiceId`, which forced a join in log aggregation to
identify the acting principal.
Tests updated for the two-query pattern (legacy mark-paid suite enqueues
two transactions-table responses per guard invocation; v1 tests already
worked with the single-entry-per-table mock semantics).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* chore(docs): redirect /docs/api and /llms-full.txt to docs.gnubok.se
Canonical docs host is now docs.gnubok.se. Every `docs_url` field on the
v1 error envelope still points at /docs/api/* on this app; the 308
permanent redirect forwards humans and agent crawlers to the docs
subdomain without us needing to mass-update structured-errors.ts.
/llms-full.txt also routes through the docs host where it's served from
the docs site's own build.
---------
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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Jakob WennbergandClaude Opus 4.7
|
07a7964e8d |
fix(supplier-invoices): guard against duplicate payment when bank tx already booked (#461)
* fix(supplier-invoices): guard against duplicate payment when bank tx already booked
Two-pronged fix for a UX trap where a supplier invoice could be marked paid
even though the bank payment was already booked on 2440, creating a duplicate
verifikation.
Prong A — mark-paid duplicate guard: before booking, scan for an unlinked
outgoing bank transaction matching this supplier (merchant_name ILIKE) within
±2% / ±60 days. If found, return 409 SI_PAID_LIKELY_DUPLICATE with candidates
so the UI can offer "link existing" instead. Override via { force: true }.
Prong B — categorize match suggestion: when the user assigns 2440 directly on
a negative business transaction and an open supplier invoice from the same
supplier covers the same amount, return 409 TX_CATEGORIZE_SUGGEST_SI_MATCH
with candidates and route the user to match-supplier-invoice. Override via
{ confirm_no_match: true }.
Frontend dialogs added on the supplier-invoice detail page and the
transactions inbox. Partial payments skip the mark-paid guard (deliberate
action). Tests cover the 409 path, the override path, and the no-candidates
happy path on both routes.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* fix(supplier-invoices): apply PR review fixes to duplicate-payment guards
- Add `is_business = true` filter to mark-paid candidate query so private
bank withdrawals don't surface as false-positive duplicates
- Escape LIKE wildcards (`%`, `_`, `\`) in both ILIKE patterns to avoid
silent over-matching when a supplier/merchant name contains those chars
- Round paymentAmount and remaining_amount to 2 decimals before the
partial-payment guard comparison to avoid float-equality fragility
- Require credit account to be in the 1xxx (bank/cash) series for the
Prong B 2440 intercept so 2440 against clearing/equity accounts isn't
misinterpreted as a supplier payment
- Extract DUPLICATE_AMOUNT_TOLERANCE_PCT (0.02) and
DUPLICATE_DATE_WINDOW_DAYS (60) into a shared helper module with the
LIKE-escape utility
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* fix(supplier-invoices): broaden 244x match, audit log overrides, drop JE id from response
Second-round PR review fixes:
- Widen Prong B regex from /^2440$/ to /^244\d$/ so payments mapped to BAS
sub-accounts (e.g. 2441 leverantörsskulder i utländsk valuta) also trigger
the suggestion (swedish-invoice-compliance bot)
- Log a structured warning when force=true or confirm_no_match=true is honored,
with the relevant context (amount, date, accounts) so the override is
traceable per BFNAR 2013:2 kap 8 (behandlingshistorik)
- Drop journal_entry_id from the SI_PAID_LIKELY_DUPLICATE candidate response
payload (data minimization, GDPR Art.5(1)(c)); the UI never rendered it
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* fix(supplier-invoices): third-round PR review — date window on Prong B, length cap, VAT message
- Add the missing date window to the Prong B categorize candidate query
(swedish-compliance bot): without it, an open invoice from years back can
surface as a "match" for an unrelated bank transaction. Uses the shared
DUPLICATE_DATE_WINDOW_DAYS against invoice_date.
- Cap supplier/merchant names to 200 chars before they enter escapeLikePattern
(OWASP V1.2.5 / ISO A.8.28). Bounds DB work on pathological inputs.
- Log a structured warning when the mark-paid guard is skipped because the
invoice has no resolved supplier name (BFL 5 kap 7 § — motpart should be
identifiable; the absence is itself worth surfacing).
- Update the SI-match suggestion error and the matching UI copy to call out
the actual compliance risk: a duplicate 244x posting double-deducts ingående
moms (ML 8 kap 3 §), not just bookkeeping symmetry.
- Reword "Bokför på 2440 ändå" to "Bokför på leverantörsskulder ändå" now that
the regex covers BAS sub-accounts 244x.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* fix(supplier-invoices): correct Prong B framing — duplicate verifikation, not VAT double-deduction
Latest swedish-compliance review correctly walked back the earlier
finding that asked for ML 8 kap 3 § VAT framing. Plain 244x
categorization via account_override does not include VAT lines (account
class 2), so the risk is a duplicate verifikation (BFL 5 kap 5 §), not
a double VAT deduction. Update both the structured error message and
the dialog body to reflect the actual mechanism.
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
|
980f29dae8 |
Bug/momsdeklaration skv (#449)
* fix(salary): show birthdate in masked personnummer, hide the 4-digit suffix Flip the personnummer display format from XXXXXXXX-NNNN to YYYYMMDD-XXXX so the sensitive 4-digit suffix is hidden while the (public) birthdate stays visible. Affects the employees list/detail, salary run, payslip PDF, payslip email, and the MCP server tools (list_employees, get_salary_run). Each call site now decrypts the stored personnummer before masking. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(transactions): allow deleting unbooked transactions from "Alla transaktioner" The history list only let users delete via the inbox card; once a category or mall was picked but the verifikation hadn't been created, the row showed "Ej bokförd" with no way to remove it. The API already permits delete while journal_entry_id is null, so the gap was purely a missing UI affordance. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(vat): populate ruta 20-24 for reverse charge + dishonest "Validera OK" Three connected issues caused Skatteverket to reject momsdeklarationer with FK004 even after our local "Validera"-knapp returned OK. 1. supplier-invoice-entries booked fiktiv moms (2614/2624/2634 + 2645/2647) on reverse-charge invoices but never the underlying basbelopp on 44xx/45xx. Ruta 30-32 filled up at SKV while ruta 20-24 stayed at 0 — SKV's FK004 ("silent netting prohibited", ML 13 kap kräver båda sidor). Fix: generateReverseChargeBasisLines in vat-entries.ts emits parallel 45xx/44xx debit + 4598 motkonto credit per rate group. Engine calls it from registration, cash, and credit-note paths. Skipped when the user booked the expense directly on a basis account to avoid double-counting. 4598 added to BAS reference (no migration needed; account_number is plain text on journal_entry_lines). 2. rutorToMomsuppgift rounded each ruta independently but computed summaMoms from the unrounded ruta49. SKV recomputes the sum from integer rutor on their side, so fractional öres caused ±1 SEK drift and SKV rejected with FK009. Fix: derive summaMoms from the already-rounded VAT-amount rutor. 3. "Validera"-knappen only confirmed SKV's internal arithmetic — a declaration with ruta 30-32 populated and ruta 20-24 empty validated fine until /utkast hit FK004. Users got a false green light. Fix: vat-declaration-checks.ts runs locally before the SKV call, blocks Validera/Spara when ERROR-level findings exist, and surfaces them in a separate "Lokala kontroller"-section. Success message reworded so SKV's OK is no longer presented as filing-ready. Tests: 4535/4536/4531/4425 lines + 4598 motkonto on EU/non-EU/byggtjänster RC, credit-note reversal, fractional-öres summaMoms, all four pre-flight codes (RC_BASIS_MISSING, RC_OUTPUT_MISSING, RC_INPUT_VAT_MISMATCH, SUMMA_MOMS_DRIFT). Backfill for already-posted entries follows in the next commit. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat: add skattekonto matching functionality - Enhance TransactionInboxCard to display a warning for potential 1930↔1630 transfers. - Implement match suggestions for skattekonto transactions in the backend. - Create SkattekontoMatchDialog component for linking skattekonto rows to existing journal entries. - Develop SkattekontoInboxCard component to handle skattekonto transactions in the inbox. - Introduce skattekonto-match utility functions for candidate matching and linking. - Update types to include match suggestions and enriched transaction responses. * refactor: reorganize skattekonto types and implement bank counterpart matching logic * docs: update CLAUDE.md to streamline integrations and clarify architecture details * refactor: enhance reverse charge logic to handle non-basis accounts and prevent double-counting --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.7
|
17c67fece0 |
Inbox UX overhaul + cross-currency supplier-invoice fixes (#444)
* feat(kpi): expense mix and top suppliers charts Replace the single monthly-trend chart with two additional compact visuals on /kpi: expense composition donut (BAS class 4-7) and top suppliers bar (supplier_invoices sum_sek over the fiscal period). KPIReport gains expenseComposition and topSuppliers fields, computed from the trial balance and supplier_invoices rows already fetched in the API. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(nav): swap Deadlines sidebar slot for Dokumentinkorg Sidebar main-menu slot now points to the invoice-inbox extension. The /deadlines page stays accessible via dashboard widgets and direct links — only the prominent nav entry changes. Most users open gnubok to act on incoming documents, not to read tax deadlines. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(supplier-invoices): cross-currency totals, FX residual, review SEK display Five fixes around foreign-currency supplier invoices: - Form layout: move Valuta / Växelkurs / Reverse charge from collapsed "Övrigt" into a visible row above the line-item table. Auto-fetch the Riksbanken rate when switching to a non-SEK currency; never clobber a user-typed rate; clear it when switching back to SEK. - Form submit: reset() the form on successful submit so the useUnsavedChanges hook detaches its beforeunload listener before the router.push, killing the "Are you sure you want to leave?" prompt that fired during Turbopack-mediated navigations. - BankTransactionPicker: drop the strict currency filter that hid every SEK transaction when the invoice was in EUR/USD. Cross-currency rows fall to the bottom with an "Annan valuta" hint instead of producing a meaningless numeric diff. - match-supplier-invoice route: when the bank transaction currency differs from the invoice currency, compute the FX diff against the AP-booked SEK and pass it to createSupplierInvoicePaymentEntry so 7960/3960 catches the residual instead of leaving a permanent stub on 2440. Fix also covers the "EUR transaction paying a SEK invoice" case that the first iteration missed. - Review dialog: buildJournalPreview now multiplies amounts by the exchange rate so the "Verifikation som bokförs" table shows the actual SEK numbers that hit the DB, not the EUR magnitudes labelled with no unit. Header gains an "(i SEK)" hint when foreign currency. Test coverage for the FX residual path covers SEK-SEK (no diff), SEK-into-EUR-invoice (loss), SEK-into-EUR-invoice (gain), foreign-tx- into-SEK-invoice, and the no-rate fallback. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(inbox): rate limits, multi-file UX, onboarding, retry, supplier autolink Big workspace pass on /e/general/invoice-inbox. Highlights: Backend - New table inbox_rate_counters + RPC check_and_increment_inbox_quota. Postgres-backed (no Upstash dep) per-company limit: 30/min, 500/day. Applied at /upload, /inbound, and /items/:id/retry-extraction. - POST /items/:id/retry-extraction — re-runs the deterministic extractor on a stored document when the previous attempt errored. - POST /items/:id/match-supplier — links a freshly-created supplier back to the inbox item so the next action prefills correctly. - POST /api/transactions/create-from-document — creates an uncategorized manual transaction from an inbox item for the "I have a receipt, no bank transaction" case. The user categorizes through the normal flow. - /inbound caps email at 20 attachments/email; truncated count goes to processing_history as AttachmentsTruncated. Rate-limit drops emit RateLimitedDropped and return 200 so Resend doesn't retry. - attach-document side effect: when the document came from an inbox item, the inbox row's matched_transaction_id is updated so the UI can flip it to "Kopplad till transaktion" without a round-trip. New migration: re-introduces matched_transaction_id on invoice_inbox_items as a plain FK (the AI metadata that the previous migration stripped doesn't come back). Workspace UI - Onboarding card replaces the thin empty-state with a 3-step checkmark guide (Aktivera adress → Ladda upp → Matcha eller bokför). Auto-hides when all three steps are done; localStorage-backed dismiss. Beta badge + link to gnubok.se/priser. - Responsive layout: 3-pane at lg, 2-pane at md, master-detail toggle on phone (list xor detail with a back button). - Filter pills (Alla / Behöver åtgärd / Bearbetade / Fel) + search input above the list — client-side over the existing items list. - Multi-file upload queue with "Laddar X av N…" progress counter on the button. Sequential to avoid hammering pdfjs. Selection stays put during a batch (only single-file drops auto-jump the detail pane). - Bulk select + delete with sticky action bar. Items linked to a supplier invoice are skipped with a count toast. - Retry button in the FieldsRail error branch. - "Skapa transaktion från underlag" CTA in the match dialog when no unmatched bank transactions exist. Prefills date/amount/description from the extracted data; user picks the sign. - "Skapa leverantör" inline CTA when the extractor caught a supplier name with no match against existing suppliers. POSTs /api/suppliers with the extracted fields, then auto-links via /items/:id/match-supplier. - Matched-state CTA renamed to "Bokför transaktionen" with link to /transactions?highlight=<id> so the categorize panel auto-opens. Tests - lib/rate-limits/__tests__/inbox.test.ts — RPC wrapper happy/error/scope - app/api/transactions/create-from-document/__tests__/route.test.ts — auth, validation, 404/409/200/500, inbox-link failure tolerated - extensions/general/invoice-inbox/__tests__/retry-extraction.test.ts — auth, rate limit, 404, 409, 400 no-doc, success, extraction failure - attach-document tests extend coverage to the new inbox-link side effect (both success and best-effort failure paths) - inbound-webhook test mocks the rate-limit module so the queued-mock sequence in each existing test doesn't have to know about it CLAUDE.md gains a row for lib/rate-limits/ so the new helper is discoverable. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(transactions): paperclip indicator and highlight-row param Close the feedback loop after a user attaches a receipt to a transaction from the inbox: the row in /transactions now shows a paperclip icon when transaction.document_id is set, with a click handler that fetches a signed download URL and opens the document in a new tab. Works for both uncategorized and history views. When the inbox sends a user to /transactions?highlight=<id>, the page now scrolls that row into view and auto-opens the categorize panel if the transaction is still uncategorized. Behind a double-rAF so the row DOM exists when scrollIntoView fires. QuickReviewDialog no longer prompts to upload underlag when the transaction already has a doc attached (which it does after the inbox match flow). Shows "Underlag bifogat — Visa" instead, opening the existing doc in a new tab. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(pr-444): address review feedback (Greptile + compliance bots) Migration rules - New migration 20260512092423: adds updated_at trigger on inbox_rate_counters (CLAUDE.md rule 2) and explicit USING (false) RLS policies for the four DML verbs to make the SECURITY DEFINER-only intent explicit (rule 1). - New pg-real test inbox-rate-limit.pg.test.ts covering happy path, minute-cap rejection, day-cap rejection, per-company isolation, and the updated_at trigger firing. CLAUDE.md mandates *.pg.test.ts for every new RPC because mocks pass on broken PL/pgSQL. Bugs - Stale exchange rate on currency switch (Greptile P1) — userTouchedRateRef was scoped per session, not per currency. Switching EUR (with a hand-edited rate) → USD kept the EUR rate. Now tracks the last fetched currency in a ref and resets the touched flag on currency change while still honoring manual edits within a single currency. - topSuppliersResult.error silently swallowed (Greptile P2) — failed queries used to render an empty chart matching the no-data state. Logged now. - Currency from extracted_data not validated (GDPR Art.25(2), OWASP V4.5, Swedish compliance bot) — extracted PDF currency was inserted into transactions.currency without sanitisation. Allowlisted against the six supported ISO 4217 codes; coerce to SEK otherwise. - Idempotency gap on create-from-document (OWASP V2.3) — two concurrent POSTs with the same inbox_item_id could each pass the matched_transaction_id IS NULL read and insert duplicate transactions. UPDATE now includes .is('matched_transaction_id', null) as an optimistic-lock release and returns 409 with an orphan-transaction rollback when the predicate doesn't match. - FX residual on cash-method match path (Swedish compliance bot) — createSupplierInvoiceCashEntry has no exchange_rate_difference path, so a cross-currency match would silently leave a 1930 reconciliation gap. Added a guard that returns MATCH_SI_CASH_FX_UNSUPPORTED (400) before the JE is created. Users on cash method can switch to accrual or book the FX diff manually. Design system - gap-y-1.5 / gap-1.5 in KPIExpenseMixChart — replaced with gap-y-2 / gap-2 (CLAUDE.md design tokens; 2.5/1.5/5/hardcoded pixels are forbidden spacing values). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * chore(migrations): rename to match applied versions The mcp__plugin_supabase_supabase__apply_migration tool stamps its own timestamp when it applies a migration to the live project, so the version recorded in supabase_migrations.schema_migrations differs from my local generation-time filenames. Renaming the local files so a production CD run sees the migrations as already-applied (matching versions) instead of trying to re-apply them — which would fail for the trigger/RLS migration (CREATE TRIGGER and CREATE POLICY don't support IF NOT EXISTS). Follows the pattern from d854efcd ("chore(migration): rename to match applied version"). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(create-from-document): scope orphan rollback DELETE by company_id Defence in depth on the inbox-link race rollback. newTx.id is a fresh UUID from a company-scoped insert two statements above, so the existing single-key DELETE is already safe, but adding .eq('company_id', companyId) makes the cross-company invariant explicit on every write — addresses the OWASP ASVS V2.3 finding from the compliance swarm on PR #444. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(nav): mark Dokumentinkorg with Beta badge Same signal we use for Löner and Anställda — the inbox flow (AI extraction, supplier autolink, manual transaction creation) is in end-to-end customer testing. 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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d0fbc2b616 |
refactor(ui): app-wide UI/UX consistency pass (#436)
* refactor(ui): app-wide UI/UX consistency pass
Net: +1,159 / −1,373 LOC across 77 files. No new features, no behavior
changes. Locks in a uniform design system across every dashboard surface.
What changed:
- **Foundation**: sidebar width 232→256px (md:w-64), spacing scale locked
(Tailwind 1/2/3/4/6/8/10/12; 2.5/5 forbidden), card padding p-6 default
(p-4 for compact metric cards), space-y-8 between page sections.
- **Tables unified**: all 33 thead blocks now share the Resultatrapport
pattern via shadcn Table primitive (text-[11px] font-medium uppercase
tracking-wider text-muted-foreground). Hand-rolled <table> instances
converted where they were data tables; form/edit grids kept distinct.
- **Status badges unified**: every status indicator routes through
shadcn <Badge variant>. Eliminated raw Tailwind colors
(bg-amber-100, bg-emerald-500/10, bg-blue-100, bg-purple-100, etc.)
in favor of the gnubok semantic palette (success=sage, warning=ochre,
destructive=terracotta).
- **Empty states unified**: list pages migrated from hand-rolled
"flex flex-col items-center py-12" divs to the EmptyState primitive.
- **Loading skeletons unified**: hand-rolled bg-muted rounded animate-pulse
divs replaced with shadcn <Skeleton> across 15 files.
- **Touch targets**: 6 back-buttons + edit-pencil + inbox delete bumped
from 24/32/36px to shadcn's 40px icon default. Added aria-labels on
9 icon-only navigation buttons.
- **Date formatting**: formatDate() for accounting data (ISO yyyy-MM-dd,
table-friendly) vs formatDateLong() for metadata (Swedish long form).
Raw {x.invoice_date} renderings routed through formatDate() in 18 sites.
- **Toast titles**: eliminated 33 generic "Fel" titles. Each toast title
now carries the action ("Kunde inte skapa lönekörning" etc.) with
description carrying the error detail.
- **Page-level cleanups**:
- Dashboard: dropped greeting hero + Snabbåtgärder/Att hantera nav
duplicates + Visa detaljer collapsible.
- Reports: 5-col mega-menu replaced with left-rail layout
(new ReportsNav component).
- Bookkeeping: fixed layout jump between Verifikationer/Ny verifikation
tabs (moved FiscalYearSelector inside journal tab).
- Bookkeeping: added voucher sort (A1 first / latest first) alongside
existing date sort. Required matching API param sort_by.
- KPI page: FiscalYearSelector instead of raw <select>; InfoTooltip
instead of inline info-button toggle; bigger numbers.
- Salary section: enum values translated to Swedish labels, mobile
table collapses to Anställd+Netto on <md, KPI typography aligned
with dashboard.
- Invoice forms: styled RequiredMark + aria-required, tabular-nums
on amount inputs.
- **CLAUDE.md**: new "Design System Tokens" subsection documents the
locked spacing scale, primitives table, typography rules, date helpers,
and forbidden patterns so future contributors don't drift.
Tests: 2,906 passing (unchanged). Lint: unchanged from main baseline.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* fix: address PR review feedback (Greptile + compliance bot)
- **formatDate / formatDateLong timezone fix**: switch from new Date() to
parseISO. Bare yyyy-MM-dd strings are now parsed as local midnight rather
than UTC midnight, eliminating the off-by-one display in west-of-UTC
timezones flagged by Greptile.
- **DashboardContentProps cleanup**: removed unused firstName and settings
fields from the interface, and the corresponding fetch (profiles table)
+ computation in app/(dashboard)/page.tsx. The greeting was dropped in
the dashboard cleanup; these props were dead weight.
- **Voucher sort behavior documented**: extended the comment in the journal
entries API route to explain why voucher sort intentionally uses strict
fiscal_period_id filtering (BFL 5 kap 6–7 §§ — voucher numbers are
series-scoped within a fiscal year). The row-count delta between date
sort and voucher sort is now a documented design choice.
- **delete_last_voucher migration + draft-delete test included**: the UI
already shipped the "Radera utkast" path in the previous commit; this
pulls in the backing RPC migration that allows draft deletes (with the
full safety logic — drafts skip series/period checks since they have
voucher_number=0, posted entries go through the existing unchanged
path). This was originally meant for a separate PR but the UI shipped
half the feature without it.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* chore(migration): rename to match applied version
The function delete_last_voucher is already applied to the production DB
under version 20260509103736 (verified via pg_get_functiondef — exact
byte-for-byte match to file content). The previous file timestamp
20260509120000 would cause a fresh `supabase db push` to attempt re-applying
under a different version row. Renaming the file aligns local tracking
with what the database actually has.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* fix: address compliance bot findings (payroll label + VAT visibility)
- sick_karens label: drop "(första sjukdagen)" qualifier. Per sjuklönelagen
6 §, karensavdrag is a single calculated amount (20% of one week's
sjuklön) deducted from the first sick day's pay — not bounded to the
first day. The qualifier could mislead users when the first sick day
and return-to-work span a weekend. Swedish-payroll bot recommendation.
- Omvänd skattskyldighet badge: variant outline → warning. The reverse-
charge indicator is compliance-critical (ML 16 kap) — missing it leads
to incorrect input VAT deduction. Outline was too subtle; warning's
ochre fill matches its semantic weight.
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
|
15d4f429f3 |
feat: consolidate /expenses into /supplier-invoices, dual-channel support feedback, compliance skills (#417)
* feat(supplier-invoices): consolidate /expenses into /supplier-invoices and add bank matching Collapse the duplicate AP entry points by redirecting /expenses, /expenses/new, and /expenses/[id] into the canonical /supplier-invoices routes, and absorb the expense-entry flow into /supplier-invoices/new. Add a BankTransactionPicker so a supplier invoice can be registered and matched to an existing outgoing bank transaction in one step. Extend the transaction → invoice match dialog to handle supplier invoices alongside customer invoices, including the new /match-supplier-invoice endpoint and Swedish copy variants. Update the sidebar to point Leverantörsfakturor at /supplier-invoices and hide the legacy entry. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(support): send feedback to both Recapt and email channels Previously submitFeedback used Recapt when present and only fell back to email on failure, so feedback captured by the SDK never reached the support inbox. Always POST to /api/support/contact in parallel with the Recapt call and return the list of channels that succeeded; feedback is considered delivered if either channel succeeds. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * chore(skills): add compliance skill references for GDPR, ISO 27001, OSS, OWASP ASVS, SOC 2 Add reference material for five compliance domains alongside the existing .claude/skills/ set so future audits and CI gating work has a documented mapping to controls, violation patterns, tool orchestration, and cross-framework crosswalks. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(supplier-invoices): address review issues in register-and-match flow - BankTransactionPicker: move createClient() inside the effect and drop the supabase client from the deps array. Calling createClient() in the component body produced a fresh reference on every render, which combined with the setIsLoading(true) inside the effect to fire an infinite re-fetch loop while the dialog was open. - /supplier-invoices/new: replace the submitMode useState with a useRef. setSubmitMode() in the button onClick and the read in the form onSubmit run in the same React event batch, so onSubmit always saw the previous render's value and the bank picker never opened on first use. - /supplier-invoices/new: route AB companies through the existing review dialog before booking the register-and-match flow. handlePickTransaction now stores the picked transaction and opens the review dialog for AB; on confirm, handleConfirm posts the create and then matches the stored transaction. EF retains the one-step create+approve+match path. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(transactions): populate potential_supplier_invoice so the match flow is reachable fetchTransactions and loadMoreTransactions previously joined potential_invoice from the invoices table but never looked up potential_supplier_invoice, so TransactionInboxCard's hasSupplierInvoiceMatch check was always false and handleConfirmInvoiceMatch's supplier branch was unreachable. Mirror the existing customer-invoice pipeline: collect potential_supplier_invoice_id values, batch-fetch the matching supplier_invoices (with their supplier), build a map, and spread the result onto each TransactionWithInvoice in parallel with the customer-invoice fetch. Update uncategorizedTransactions sort and transactionsWithMatches filter to also recognize supplier-invoice candidates so they bubble to the top of the inbox and aren't excluded from match-driven views. 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
|
97db09a3ff |
feat(invoices): allocate-on-save, makulera flow, manual invoice picker (#405)
* feat(invoices): allocate-on-save, makulera flow, manual invoice picker
Three coordinated invoice changes:
1. Allocate F-series number when the draft is created (Fortnox-style),
not at send time. Users can download a numbered draft and send it
manually. If number allocation fails, the invoice + items are rolled
back so no orphaned rows remain. Adds INVOICE_CREATE_NUMBER_ASSIGN_FAILED.
2. DELETE /api/invoices/[id] now soft-cancels (status='cancelled') instead
of hard-deleting. The F-series number is retained, keeping the sequence
gap-free per ML 17 kap 24§ and BFNAR 2013:2 — no voucher_gap_explanations
needed. Sent/paid invoices stay immutable (credit note required). Adds
"Makulerade" tab to the invoice list; cancelled invoices are hidden from
"Alla" by default. PDF draft banner stays visible on numbered drafts and
only clears when the invoice is marked sent.
3. New InvoicePicker component lets users manually match an income
transaction to an open invoice from the booking dialog ("Matcha med
faktura..."), complementing the existing auto-match flow.
Also: new-invoice review dialog reads accounting_method from settings and
shows a cash-vs-accrual warning so users know when the verification posts.
seed-demo-account adds year-end closing + opening balance helpers so
multi-year demo data is balanced.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* fix(invoices): address review feedback on PR #405
Greptile P1 + Swedish compliance reviewer findings:
- app/api/invoices/route.ts — replace hard-delete rollback on number-
allocation failure with a soft-cancel (status='cancelled'). If
generate_invoice_number bumped the sequence before failing to write
the number back, hard-deleting would leave a permanent gap in the
F-series in violation of ML 17 kap 24§. Re-fetch invoice_number
first so any partially-written value is logged for operator follow-up.
Log loudly if the cancel itself fails so an orphan row doesn't go
unnoticed.
- app/api/invoices/[id]/route.ts — close TOCTOU race on the cancel
update. The .eq('status','draft') guard prevented data corruption
but Supabase returned error: null with 0 affected rows on a
concurrent flip, and the handler reported success. Add .select('id')
and return new INVOICE_CANCEL_RACE (409) when no row updated.
- components/transactions/InvoicePicker.tsx — memoize createClient()
so the supabase reference is stable across renders. Without this,
including supabase in the useEffect dep array fires the open-invoices
fetch on every render.
- app/(dashboard)/transactions/page.tsx + match-invoice/route.ts —
read category from the match-invoice response instead of hardcoding
'income_services' client-side. Server now echoes the category it
actually booked; client falls back to 'income_services' if absent.
- lib/invoices/pdf-template.tsx — add MAKULERAD banner for cancelled
invoices (red, distinct from the yellow draft banner). A cancelled
invoice PDF previously rendered with no warning if it had a number,
or with the draft banner if it didn't — both could be mistaken for a
valid faktura. Cancelled takes precedence over draft so the legacy
un-numbered-cancelled case is also covered.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* fix(invoices): guard cancelled status on send + rollback symmetry
Two follow-up fixes from the second-round Swedish compliance review on
PR #405:
- app/api/invoices/[id]/send/route.ts — reject sending a cancelled
invoice. The existing flow had no status guard before
.update({ status: 'sent' }), so a cancelled invoice could be silently
re-activated to sent and a "MAKULERAD"-watermarked PDF could be
delivered to the customer as if it were a live faktura. New
INVOICE_SEND_CANCELLED (400) returned at the top of the handler.
- app/api/invoices/route.ts — add .eq('status', 'draft') to the
rollback-cancel update so the rollback is symmetric with the DELETE
handler's only-drafts-may-be-cancelled rule. At the create flow's
current shape the row can't realistically be anything other than
draft, but the symmetry prevents a future caller adding a status flip
between insert and number-allocation from accidentally cancelling a
posted invoice.
mark-sent (rejects non-draft), mark-paid (only sent/overdue), and
convert (explicitly rejects cancelled proformas) already guard
correctly — no changes needed there.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* fix(invoices): InvoicePicker filters settled invoices; drop dead error code
Two cleanups from the third-round Swedish compliance review on PR #405:
- components/transactions/InvoicePicker.tsx — add .gt('remaining_amount', 0)
defensively. The picker filtered by status IN (sent, overdue,
partially_paid), but a stale 'sent' or 'overdue' row with
remaining_amount=0 (data inconsistency) would otherwise be selectable
here and could be matched a second time, double-booking the income —
a direct BFL 5 kap accuracy violation.
- lib/errors/structured-errors.ts — remove INVOICE_DELETE_NUMBERED.
The numbered-draft refusal was replaced by the soft-cancel path
earlier in this PR; the entry has no remaining callers.
Verified-safe and not changed:
- Cancel-without-storno concern: createInvoiceJournalEntry only fires
inside mark-sent (after the draft→sent guard) or send (after the
cancelled-status reject). Drafts never have posted verifications, so
cancelling a draft cannot leave an orphaned bokföringspost.
- Hardcoded category: 'income_services' in match-invoice is a
pre-existing classification concern that warrants a larger refactor
(derive from invoice's revenue accounts) rather than a one-line patch.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* fix(invoices): InvoicePicker excludes proforma invoices
Add .eq('document_type', 'invoice') to the open-invoice query. A
proforma is not a faktura per ML 17 kap 24§ — no VAT obligation, no
binding commercial document — and must never be matched against a
bank receipt. Without this guard a sent proforma could be selected
in the picker, triggering a payment booking and VAT-rate journal
entry that violates BFL 5 kap accuracy rules.
Other findings from the third-round Swedish compliance review were
verified-safe and not changed:
- Cancelled-invoice PDF download path: the MAKULERAD watermark added
earlier in this PR is the safeguard. Blocking the download endpoint
outright would prevent legitimate audit access; the visible banner
prevents the doc being mistaken for a valid faktura.
- Cancel-without-storno: createInvoiceJournalEntry only fires inside
mark-sent / send / pending-operations, all behind status guards.
Drafts never carry a posted verifikation, so cancel can't orphan one.
- Allocate-on-save for proforma uses F-series: not true. The
generate_invoice_number RPC (migration 20260427150100) routes
document_type='proforma' to a separate 'PF-' prefix sequence; the
F-series is untouched.
- closeYearForSeed 2099 → 2091 transfer: real demo-data correctness
issue but a seed-script polish item — separate PR.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* fix(match-invoice): server-side document_type='invoice' guard
The InvoicePicker filter excluding proformas (added in the previous
commit) is client-only. A direct API call to /api/transactions/[id]/
match-invoice with a proforma id would otherwise still book a payment
journal entry against a document that has no VAT obligation per
ML 17 kap 24§. Add a defense-in-depth check after the invoice fetch.
New error code MATCH_INVOICE_NOT_INVOICE_TYPE (400). Test added.
Other findings from the latest compliance review were verified-safe and
not changed:
- Cancelled-invoice PDF download path: /api/invoices/[id]/pdf always
re-renders through InvoicePDF, so the MAKULERAD banner is always
present. The bot's "cached pre-cancellation PDF" scenario does not
apply to this codebase.
- Proforma F-series allocation: the generate_invoice_number RPC routes
document_type='proforma' to a separate 'PF-' prefix; the F-series is
not polluted.
- Soft-cancel rollback gap when number not written: the RPC is a
single-transaction PL/pgSQL function — sequence bump (UPDATE
company_settings) and row write (UPDATE invoices) commit or roll
back together. The "sequence advanced but row null" scenario the
bot describes is impossible by construction; a thrown exception in
the row-write step rolls back the bump.
- closeYearForSeed obeskattade reserver: seed-script demo accuracy,
separate PR.
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
|
5725c25bf1 |
Logs/improved logging (#398)
* feat(mcp): add create_transactions tool with /pending approval gate New MCP tool gnubok_create_transactions stages 1–10 transactions per call as pending_operations of type create_transaction (risk: medium). Each item becomes its own card on /pending; on confirm, the executor inserts the row into transactions with import_source='mcp' so MCP-staged ingestion is distinguishable from PSD2 sync. Designed for skill workflows that pull external data (e.g., Airtable) and want the user to gate the writes. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(bas): strip concatenated group headers from corrupted account names A chart-data import bug had glued the next group's header onto the last account in each preceding group across all eight bas-data class files (e.g. account 2670 read "Utgående moms på försäljning inom EU, OSS 27 PERSONALENS SKATTER, AVGIFTER OCH LÖNEAVDRAG"). The corrupted names surface in transaction dropdowns, ledgers, SIE exports and årsredovisning, and risk VAT miscategorization on the OSS (2670) and blandad-verksamhet (6999) accounts specifically. - Cleans 69 account_name and 64 description fields across class-1..8 files - Adds a regression test asserting no name contains a concatenated header - Ships an idempotent safety-net migration that updates already-seeded chart_of_accounts rows, gated on the corrupted string so user customizations are preserved Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(errors): add structured error codes and handling for various operations - Introduced a new structured error registry in `structured-errors.ts` to standardize error handling across the application. - Added Swedish and English messages for various error scenarios, including validation, authorization, and bookkeeping errors. - Implemented a client-side error toast in `use-error-toast.ts` to display user-friendly error messages with remediation hints. - Created a wrapper for recording operation outcomes in `record-operation.ts`, enhancing audit capabilities for operations. - Developed a provider call wrapper in `with-provider-call.ts` to handle external HTTP calls with structured logging and error mapping. - Added a new SQL migration to extend the processing history with new event types and aggregate types for better operational telemetry. * Refactor supplier API routes to use context-based logging and error handling - Replaced direct Supabase client usage in GET and POST routes with context-based approach using `withRouteContext`. - Enhanced error handling to provide structured error responses for supplier creation and listing. - Updated logging to include request IDs for better traceability. - Introduced new error codes for supplier-related operations. - Refactored tax deadlines cron job to utilize context and improved error handling. - Updated ESLint configuration to enforce logging practices across API and lib directories. - Enhanced arcim migration extension with structured error handling and logging. - Added classification for provider errors to improve user-facing error messages. - Introduced request ID in extension context for better log correlation. * fix(route-context): update DynamicParams type for improved type safety in route handlers * feat(transactions): add 'create_transaction' operation to PendingOperationType * fix(route): ensure companyId is non-nullable in loadAndDeriveAbsence function * fix(route-context): ensure companyId is always non-null by short-circuiting with COMPANY_CONTEXT_MISSING --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Mattsson
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fa7d4075cf |
Supp/invoice bfl errors (#390)
* feat(accounting): update accounting method validation and messaging for aktiebolag and enskild firma * Remove AI subsystem and related code - Deleted AI proposals and requests persistence logic from `lib/ai/proposals/persist.ts`. - Removed re-validation logic for proposals in `lib/ai/proposals/re-validate.ts`. - Cleaned up schemas related to AI flows in `lib/api/schemas.ts`. - Removed AI-related fields from bookkeeping engine in `lib/bookkeeping/engine.ts`. - Eliminated AI event types from `lib/events/types.ts`. - Updated tests to reflect the removal of AI-related functionality in `lib/extensions/__tests__/sectors.test.ts`. - Adjusted initialization logic in `lib/init.ts` to exclude AI proposal handler registration. - Cleaned up transaction ingestion logic in `lib/transactions/ingest.ts` to remove AI flow checks. - Updated helper functions in `tests/helpers.ts` to remove AI-related settings. - Removed AI-related types and interfaces from `types/index.ts`. - Added migration script to drop AI-related tables and settings from the database. * fix(migrations): ensure foreign key constraint is dropped before removing AI tables * feat(invoice-inbox): implement deterministic invoice field extraction and inbox provisioning - Added `extract-invoice-fields.ts` for extracting fields from PDF invoices using regex and pdfjs-dist, replacing the previous AI classifier. - Introduced `inbox-provisioning.ts` to manage company inbox addresses and rotation of inboxes using Supabase RPCs. - Created `resend-inbound.ts` for handling inbound email events and attachments via the Resend API. - Defined the extension manifest for the invoice inbox, specifying required environment variables and descriptions. - Migrated database schema to remove AI-related columns and tighten the status enum in `invoice_inbox_items`. * feat(invoice-inbox): remove AI-specific columns and tighten status enum * fix(skattekonto): remove manual entry creation reference from transaction input * fix(schemas): remove accounting method validation for aktiebolag in UpdateSettingsSchema |
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Mattsson
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0222e084bb |
Refactor bookkeeping error handling and introduce new error classes (#356)
- Introduced new error classes for better error categorization: - JournalEntryNotBalancedError - FiscalPeriodNotFoundError - EntryDateOutsideFiscalPeriodError - JournalEntryNotFoundError - CannotReverseNonPostedError - CannotCorrectNonPostedError - EntryAlreadyReversedError - CurrencyRevaluationAlreadyExistsError - InvalidMappingResultError - BookkeepingDatabaseError - Updated existing functions in engine.ts and transaction-entries.ts to throw specific errors instead of generic ones. - Enhanced error response handling in get-error-message.ts to provide localized messages for new error types. - Added unit tests for new error classes and error handling functions to ensure correctness and coverage. |
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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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Mattsson
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04dbb31d7e |
Salary module (#245)
* feat: implement salary module with personnummer encryption, salary entries, tax tables, and AGI tracking - Added personnummer encryption and decryption functions for secure storage. - Created salary entries handling for journal entries including gross salary, tax withholding, and employer contributions. - Implemented tax table lookup functionality for calculating tax amounts based on monthly income. - Developed SQL migration for salary module including tables for payroll configuration, tax rates, employees, salary runs, salary run employees, salary line items, and AGI declarations. - Established row-level security policies for all new tables to ensure company-scoped access. * feat: add salary calculation modules for 2026 - Implemented engångsskatt calculation for one-time payments with tax brackets. - Added löneväxling functionality for salary sacrifice to pension, including employer savings and warnings. - Created pain.001 generator for salary batch payments in compliance with Swedish banking standards. - Developed PDF template for payslips, including detailed breakdowns and employer costs. - Generated seed data for Swedish tax tables for 2026, including SQL insert statements. - Implemented traktamente calculations for per diem and mileage allowances, adhering to Skatteverket regulations. - Added seed script for populating tax tables in the database. * feat: Update meal reduction percentages in traktamente calculation fix: Remove obsolete seed script for 2026 tax tables feat: Extend SalaryRunStatus type to include 'corrected' status feat: Implement KU10 XML generation endpoint for annual employee income statements feat: Add endpoint for creating corrections to booked salary runs feat: Implement endpoint for sending payslip PDFs to employees feat: Create KU10 XML generator for annual reporting feat: Add salary transaction matcher for auto-linking bank transactions to salary entries chore: Add database migration for salary correction support * feat: replace select elements with custom Select component for employment and salary types * feat: enhance salary calculations with pension entry and avgifter category support |
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Mattsson
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bb336eba88 |
Fix/user feedback (#210)
* Add delete policies for provider consent tokens and provider OTC * Add trade name support for companies in settings and documents * Resolved currency selection issue * Enhance invoice line display with foreign currency support and update delivery date schema to allow empty values * Add currency display for journal entries and include currency metadata in transaction creation * Add trade_name column to company_settings for external display |
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Mattsson
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bf5a8d9195 |
Fix/multiple company (#203)
* Refactor onboarding and dashboard logic; add silent team creation for users - Removed unnecessary useCompany context in DashboardContent and SettingsSidebar components. - Simplified onboarding setup logic to allow direct access to the dashboard for users without companies. - Introduced WelcomeOnboarding component to handle user onboarding steps. - Added migration to create silent teams for all users at signup, backfilling existing users without teams, and cleaning up incomplete companies. * fix: update greeting logic and improve email handling in TIC extension * Redirect to onboarding for users without companies and update onboarding flow * Build issue fix * Enhance onboarding experience by adding existing companies check |
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Jakob WennbergandClaude Opus 4.6
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a25e75be25 |
fix: Nordea Business CSV variants, API keys UI polish, transaction categorization (#183)
* fix: MCP OAuth 303 redirect, send dialog auto-close, bank details null payload - OAuth authorize: use 303 See Other instead of default 307, which preserved POST method and caused Claude's callback to return 405 - SendInvoiceDialog: close dialog and show toast after email send instead of leaving a success message that requires manual close - BankDetailsSetupDialog: omit empty fields from payload instead of sending null, which fails Zod validation on non-nullable schema fields Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * refactor: remove dead sentMessage state and fix stale comment Remove sentMessage state, its success banner JSX, and the CheckCircle2 import — all unreachable after the dialog now auto-closes on email send. Fix stale "to null" comment in BankDetailsSetupDialog. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: support Nordea Business CSV variants, polish API keys UI, fix transaction categorization - Extend Nordea Business bank file parser to handle three CSV export formats (classic, Betalare/Mottagare variant, Bokföringsdatum variant) with proper detection guards against SEB/LF misidentification - Rework ApiKeysPanel: add CopyBlock component, destructive confirm on revoke, collapsible API-key-based connection methods, Claude.ai OAuth instructions as recommended path, simplified scope badges - Stop deriving is_business from category on manual transaction creation; set null so categorization flow handles it correctly - Show categorize button when journal_entry_id is missing regardless of is_business value Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address PR review — await clipboard, fix zero-scope label, simplify condition - Await navigator.clipboard.writeText and catch failures - Change zero-scope label from "Enbart läs" to "Inga behörigheter" - Simplify redundant ternary condition in TransactionHistoryList Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: repair broken ternary in TransactionHistoryList JSX 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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Jakob WennbergandClaude Opus 4.6
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9dceb6285c |
fix: SIE import voucher range bugs + remove describe transaction (#161)
* fix: fix SIE import voucher range bugs from multi-tenant migration and remove describe transaction feature - Fix reserve_voucher_range RPC parameter mismatch (p_user_id → p_company_id) causing duplicate voucher errors - Fix create-accounts onConflict from user_id to company_id - Add reserve-then-adjust pattern: pre-reserve voucher range before batch insert, release unused range on partial failure - Add release_voucher_range DB function for safe rollback - Remove DescribeTransactionDialog, describe/batch-describe API routes, and related schemas (feature superseded) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — voucher range race condition and orphaned entries - Add p_reserved_highest upper-bound guard to release_voucher_range to prevent rolling back past numbers claimed by concurrent operations - Move highestInsertedVoucher tracking to after both headers AND lines succeed, preventing orphaned journal entries with no lines from being counted as "used" 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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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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d9c95a7b59 |
feat: counterparty templates with multi-line patterns, batch matching, and settings cleanup (#118)
* feat: separate AR/AP/accounting into distinct nav groups (#92) Split the flat "Finans" sidebar group into three visually distinct sections — Försäljning (AR), Inköp (AP), and Redovisning — so users coming from Fortnox immediately find customer invoicing and supplier invoices as top-level concepts. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: journal entry detail view, correction chain, and account name display - Add journal entry detail page at /bookkeeping/[id] with full entry view - Add correction chain API and component showing storno relationships - Add JournalEntryStatusBadge component for entry status display - Show debit/credit account names in template picker and review dialogs - Expand client-side BAS account name mapping with additional accounts - Show account codes on transaction inbox suggestion buttons Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address review feedback — N+1 query, duplicate name, nav dedup - Batch reverse-lookup into single query per BFS iteration (was N+1) - Differentiate account 2393 from 2893 in display names - Extract shared loop for desktop/mobile nav group rendering Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: counterparty templates, Skatteverket extension, VAT form completeness, and UI cleanup - Add counterparty-based categorization templates (learned from user approvals and auto-ingestion) with fuzzy matching in the mapping engine - Add Skatteverket extension for direct VAT declaration submission via API - Complete VAT declaration form with all 30 SKV 4700 boxes (ruta 08, 35-42, 50, 60-62) - Fix ruta 49 formula to include import VAT (ruta 60+61+62) - Simplify dashboard UI: remove redundant icons from stat cards, customer cards, invoice list, supplier invoices; use Badge variants consistently - Add SkatteverketPanel component to reports page - Add categorization_templates and skatteverket_tokens migrations - Update tests and helpers for new types Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address PR review feedback — VAT detection, migration timestamps, dedup - Fix detectVatTreatment to derive actual rate (12%/6%) from VAT line description instead of hardcoding standard_25 - Rename skatteverket_tokens migration to 20260324120001 to avoid duplicate timestamp with categorization_templates (fixes Supabase deployment failure) - Make refreshAccessToken accept previousRefreshCount param to enforce refresh limit contract at the type level - Fix rate limiter TOCTOU by claiming slot before await - Extract formatRedovisare/formatRedovisningsperiod to shared lib/skatteverket/format.ts — eliminates duplication between mappers.ts and SkatteverketPanel.tsx Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: multi-line counterparty templates, batch matching, settings restructure Counterparty template engine: - Multi-line booking patterns (line_pattern JSONB) for complex entries with split VAT, tax accounts, and ratio-based allocation - Batch matching (findCounterpartyTemplatesBatch) — 1 DB query for all transactions instead of up to 3 per transaction - SIE voucher population (populateTemplatesFromSieVouchers) — extracts patterns from historical vouchers on import with dominance filtering - Source priority system (user_approved > sie_import > auto_learned) - Centralized counterparty: prefix helpers to prevent string fragility - Fix: re-approval path now updates line_pattern Transaction categorization: - /describe route returns counterparty_match in parallel with templates/AI - /categorize route accepts counterparty_template_id for direct booking - /suggest-categories uses batch matching, injects counterparty suggestions - transaction-entries supports all_lines_complete for multi-line patterns UI: - TemplatePicker shows "Tidigare motparter" section (no AI extension needed) - DescribeTransactionDialog shows counterparty match card with detail - QuickReviewDialog supports counterparty line patterns - JournalEntryPreview renders multi-line patterns with VAT/ratio math - Inline LinePatternEntry types replaced with shared import from @/types Settings restructure: - 8 tabs → 5: merged Säkerhet + Utseende + Kalender into Konto - Renamed "Motparter" → "Mallar" - CounterpartyTemplatesPanel: click-to-expand detail view with account lines, VAT, confidence, aliases, and delete Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address PR review — account_override guard, DELETE body parsing, stale test - Block account_override when counterparty_template_id is set (prevents corrupting stored template via override → upsert correction path) - Wrap DELETE request.json() in try-catch for malformed body (400 not 500) - Clean up stale 3-query mock enqueues in test for batch-based find 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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Jakob WennbergandClaude Opus 4.6
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a7be1aab17 |
feat: comprehensive UI design audit and normalization (#28)
* 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> * feat: comprehensive UI design audit and normalization Dashboard audit: - Fix muted-foreground contrast (4.31:1 → 5.08:1) for WCAG AA - Add prefers-reduced-motion media query for all animations - Replace border-l-2 accent anti-pattern with subtle full-border colors - Add aria-expanded to toggle buttons, role="status" to live counters - Fix touch targets on deadline buttons (28px → 36px) - Vary section spacing for rhythm (mb-12/mb-10/mb-8) - Remove unused imports and dead code Transactions audit + hardening: - Add pagination (200 per page) with "Ladda fler" button - Replace height animation with transform-only exit animation - Show batch progress in floating action bar during processing - Fix batch bar mobile overlap (bottom-20 on mobile) - Replace clickable badges with proper button elements - Add safe area padding to fullscreen swipe view - Add response.ok check to suggestion fetch - Add truncation to invoice number buttons Invoicing audit: - Remove border-l-4 accent pattern from invoice cards - Replace string concatenation with cn() utility Systemic sweep (34 files): - All page headings: font-bold → font-display font-medium (Fraunces) - All stat numbers: font-bold → font-display font-medium tabular-nums - All hard-coded blue/amber/emerald colors → design tokens - Remove all dark mode overrides (tokens handle automatically) - Tint pure white card background to 99% Design context added to CLAUDE.md with brand personality, aesthetic direction, and 5 design principles. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: bookkeeping flow audit — design system, accessibility, UX - Replace raw <select> with shadcn Select component (JournalEntryForm) - Add confirmation dialog for account deletion (ChartOfAccountsManager) - Remove console.error from production code (JournalEntryList, JournalEntryForm) - Fix contradictory h-7/min-h-[44px] button sizing → h-10 (ChartOfAccountsManager) - Increase BAS catalog "Lägg till" touch target h-7 → h-9 - Improve loading state with spinner (JournalEntryList) - Improve empty state with icon, description, and guidance (JournalEntryList) - Add response.ok check on journal entry fetch - Add aria-expanded to entry expand buttons - Add tabular-nums to desktop debit/credit columns Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: onboarding and empty state improvements Onboarding: - Replace font-serif with font-display (Fraunces) for brand consistency - Remove console.error calls from production code Empty states: - Fix broken /transactions/new link in EmptyTransactions (route doesn't exist) - Add actionHref fallback to EmptyCustomers when no onAction prop provided - Improve EmptyTransactions description copy Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: clarify Swedish UX copy — terminology, errors, descriptions Terminology consistency: - "Försenad" → "Förfallen" for overdue invoices (customers/[id]) - "bokföringsorder" → actionable description in bookkeeping page - "verifikation har bifogats" → "underlag har bifogats" in doc warning - "Fortsätt ändå" → "Bokför utan underlag" (specific action) Error messages — replace generic "Fel" + "Något gick fel" with specific: - "Något gick fel vid bokföring" → "Transaktionen kunde inte bokföras" - "Något gick fel vid matchning" → "Transaktionen kunde inte matchas" - "Kunde inte hämta X" → "Kunde inte ladda X" + recovery hint - Add "Försök igen" guidance to all error toasts Page descriptions — replace redundant with actionable: - Invoices: "Skapa och hantera" → "Skicka, följ betalningar, skapa kreditnotor" - Bookkeeping: list of features → actionable description Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: design critique — dashboard affordance, reports description Dashboard: - Add ChevronRight indicator to clickable summary cards (Att få betalt, Koppla bank) to distinguish from static cards - Add cursor-pointer to linked cards Reports: - Replace feature list description with actionable guidance "Huvudbok, grundbok..." → "Generera skattedeklarationer..." Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: replace generic "Fel" error toasts with specific messages Deadlines: 5 generic "Fel" → specific per-action titles (create, toggle, edit, delete, load) Expenses detail: 5 generic "Fel" → specific per-action titles (load, approve, pay, credit, delete) Expenses new: 3 generic "Fel" → instructional validation messages (supplier name, supplier selection, invoice number) Customers: 1 generic "Fel" → specific load error with recovery hint All error toasts now follow pattern: title = what failed, description = how to recover Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: replace all remaining generic "Fel" error toasts (37 instances) Systematic sweep across 12 dashboard pages replacing generic title: 'Fel' with context-specific error titles: - Load errors: "Kunde inte ladda [resurs]" - Action errors: "[Åtgärd] misslyckades" - Validation: "[Fält] saknas" Every error toast now tells the user what failed without needing to read the description. Recovery hints added where missing. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: import flow — normalize stat typography, remove console.warn - Replace font-bold with font-display font-medium on 13 stat numbers across SIEPreviewStep, BankFilePreviewStep, BankFileConfirmStep, ImportResultStep (missed by systemic sweep since these are in components/import/, not app/(dashboard)/) - Add tabular-nums to stat numbers displaying counts/currency - Remove console.warn in ArcimMigrationWorkspace Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: final cleanup — console statements, remaining font-bold stats Remove production console statements: - Step1EntityType: remove debug console.warn (dead code after onNext) - TransactionBookingDialog: remove console.error on doc link failure - JournalEntryAttachments: remove 3 console.error calls Normalize remaining font-bold stat displays: - SwipeCategorizationView: 3 instances (completion, amount displays) - NEDeclarationView: yearly result heading + value Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review feedback loadMoreTransactions: add inbox item enrichment matching fetchTransactions - Paginated transactions now fetch invoice_inbox_items in parallel - Fixes missing document indicator, template suggestions, and inbox match card for transactions loaded via "Ladda fler" fetchAllPages: add maxPages guard (default 500) to prevent infinite loop - If Arcim gateway returns hasMore:true indefinitely, the loop now exits after 500 pages instead of running forever Co-Authored-By: Claude Opus 4.6 (1M context) <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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f3ec634a46 |
feat: open-source under AGPL-3.0, redesign UI to grayscale palette, add uncategorize API, fix VAT account names
Add LICENSE (AGPL-3.0-or-later), CONTRIBUTING.md, SECURITY.md, DCO, and NOTICE files. Rewrite README for open-source audience with self-hosting instructions. Redesign color palette to grayscale chrome theme across all components. Add transaction uncategorize API route with tests. Fix VAT account name mismatches in migration 052. Improve import page with SIE file support and loading skeleton. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.6
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497ef876bb |
feat: add Recapt analytics, remove push-notifications extension, UI fixes
- Integrate Recapt session tracking with user identity in dashboard layout - Remove push-notifications extension from settings, panel registry, and toggle list - Fix journal entry preview overflow on narrow viewports - Update transaction manual booking button label - Clarify invoice email error message to reference env vars Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.6
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66a4027f1e |
feat: BAS data overhaul, currency revaluation, expenses, UI polish, and cleanup
- Update BAS account catalog with comprehensive SRU codes and K2 flags - Add currency revaluation service with tests and API route - Add expenses page and account deletion API - Enhance booking templates with new patterns and improved tests - Improve transaction categorization with template picker and description matching - Polish dashboard, onboarding, import, and transaction UIs - Refactor year-end service for multi-step closing - Move SRU generator to ne-bilaga, remove standalone SRU export - Remove unused dev docs, mock data, and extension hooks - Add invoice delivery note sequences migration Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.6
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a9bf24ce0b |
feat: enhance supplier invoices, entity-aware categorization, and new tests
Expand supplier invoice module with overdue cron job, credit note journal entries, and event emissions on approve/mark-paid/create flows. Add entity type (EF/AB) awareness to transaction categorization UI and category mapping logic. Add comprehensive tests for supplier-invoice-entries, transaction-entries, and expanded API route coverage. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.6
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03b569d708 |
refactor: consolidate extension system to general-only with manifest-driven architecture
- Remove all sector-specific extensions (construction, ecommerce, export, hotel, restaurant, tech) — only general-purpose extensions remain - Move NE-bilaga and SRU export from extensions to core reports (lib/reports/) - Move moms-box-mapping from extensions/export/shared to lib/vat/ - Replace per-extension API routes with catch-all dispatcher (app/api/extensions/ext/[...path]/route.ts) - Add manifest.json for each extension with metadata, env vars, and deps - Add api-routes.ts pattern for extension-defined API endpoints - Add code generation scripts (generate-extension-registry, create-extension) - Add extensions.config.json for opt-in extension loading - Add extensions.schema.json for config validation - Add email service interface with noop default (lib/email/service.ts) - Add CI workflow (core-build.yml) to verify core builds with zero extensions - Add migration 045: expand account_type CHECK for untaxed_reserves - Update CLAUDE.md with comprehensive extension system documentation - Update all report engines and bookkeeping services for new imports - Clean up extensions.schema.json to only list existing extensions 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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3e7fa45ed6 |
feat: transaction categorization UX improvements and description matching
Add journal entry preview, human-readable account names, auto-apply VAT, fallback template suggestions, example prompts, invoice match comparison, and batch result feedback. Also includes user-description-match extension, describe/batch-describe API routes, improved AI categorization with multi- suggestion support, and template embedding search. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.6
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bbb82866ee |
feat: add 4 new Swedish bank CSV parsers and improve transaction categorization
Add auto-detecting CSV parsers for Länsförsäkringar, ICA Banken, Skandia, and Lunar. Refine SEB detection to avoid false matches. Update bank file upload UI with new bank options and export instructions. Include booking templates, improved AI categorization, and transaction review enhancements. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.6
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acb85edf4a |
feat: wire Zod validation into API routes, improve types and components
- Add 8 new Zod schemas (UpdateCustomer, UpdateSupplier, UpdateSupplierInvoice, UpdateAccount, BankUnlink, RunReconciliation, CorrectJournalEntry, EvaluateMappingRules) and wire validateBody() into 24 JSON-body API routes - Remove redundant manual validation checks replaced by Zod - Add comprehensive schema tests (222 tests) - Improve type definitions in types/index.ts with expanded interfaces - Refactor extension types (push-notifications, receipt-ocr) for cleaner imports - Update transaction components (BatchCategorySelector, SwipeCategorizationView, QuickReviewDialog, VatTreatmentSelect) and invoice inbox workspace - Add invoice-inbox utilities and type decoupling tests - Fix NE-bilaga, SRU export, and invoice PDF template type usage - Update CLAUDE.md with expanded architecture documentation Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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EmilandClaude Opus 4.6
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44231d0000 |
feat: add transaction booking dialog with manual journal entry
Replace CategoryExpandedDialog with TransactionBookingDialog that embeds the JournalEntryForm for full manual booking. Add /api/transactions/[id]/book endpoint. Add VAT treatment selector to CategoryExpandedDialog. Add booking buttons to TransactionHistoryList and improve TransactionInboxCard actions. Fix animation timing in transactions page state updates. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |