* feat(bookkeeping): make blocked fiscal-year creation actionable
When creating a new räkenskapsår is blocked because a prior period is
still open, the "Skapa räkenskapsår" dialog no longer dead-ends on an
English toast. The API now returns the canonical bilingual error envelope
with the blocking periods (id/name/dates) under details, and the dialog
renders a Swedish panel that locks them inline (reversible locked_at) via
the existing /lock endpoint and retries creation.
The guard rule is unchanged and remains BFL-compliant: BFL 6 kap allows
löpande bokföring of the new year in parallel with the prior year's
bokslut, so a lock (not a full close) is sufficient and reversible.
- Add PERIOD_CREATE_BLOCKED_BY_OPEN_PERIODS structured error code
- Return envelope + details.blockingPeriods from the 409 (was English string)
- CreatePeriodDialog: inline "lås och skapa" panel + lock-and-retry
- Update route tests for the new envelope shape
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* fix(ui): prevent mouse wheel from mutating number inputs
A focused <input type="number"> would change its value on scroll,
silently turning e.g. a 20000 salary into 19998. Blur number inputs
on wheel so the page scrolls instead of editing the value. Applied
at the Input primitive so all number fields are protected.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* feat(salary): auto-derive skattetabell and kolumn for employees
Replace the opaque manual "Skattetabell (29-42)" and "Kolumn (1-6)" inputs
on the employee form with a self-deriving flow: the user picks their
folkbokföringskommun from a searchable dropdown and the tax table fills
itself in, while the column derives from the personnummer we already collect.
- Add a searchable municipality picker (MunicipalityCombobox) backed by a
new cached GET /api/salary/tax-tables/kommuner endpoint.
- Wrap the whole "Skatt" card in a self-contained EmployeeTaxCard used by
both the create and edit pages, with InfoTooltips and named column options.
- deriveTaxColumn(): auto-select column 1 for under-66 employees; leave the
ambiguous 66+ case (pension vs working senior) to a clearly-named manual
choice.
- Fix fetchKommunTaxRates() to page through all ~1300 församling rows instead
of a single 500-row page (which silently dropped ~200 kommuner, incl.
Göteborg) and normalize the uppercase names to title case.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* fix(import): correct CSV amount-column guess and surface skipped rows
Manual CSV column-mapping auto-guess walked each data row right-to-left
and picked the first numeric cell as the amount, so on the common
...;Belopp;Saldo layout it grabbed the trailing running-balance column.
Extract the guess into a pure, tested suggestColumnMapping(): match
header labels first (belopp/amount -> amount, saldo/balance -> balance),
auto-fill the balance field, and fall back to value heuristics that skip
the balance column and prefer a column carrying negative values.
Also surface stats.skipped_rows + parse warnings in BankFileConfirmStep -
the manual-mapping path skips the preview step that was the only place
they showed, so skipped rows were silently dropped from view.
Add a unit test reproducing the Saldo-as-amount regression.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* feat: add "Save as draft" functionality for invoices
- Implemented a new feature to allow users to save invoices as unnumbered drafts without generating an invoice number until finalized.
- Added a `save_as_draft` flag to the CreateInvoiceInput schema to handle draft saving logic.
- Updated the invoice creation API to skip number allocation when saving as a draft.
- Introduced a new endpoint for finalizing drafts, which allocates an invoice number and emits an `invoice.created` event.
- Enhanced the UI to include a "Save as draft" button, with loading states and tooltips.
- Updated tests to cover the new draft saving and finalization logic, including race conditions for concurrent modifications.
- Added relevant error handling for draft finalization and deletion scenarios.
* feat(employee): add employment start and end date fields to employee forms
* feat: enhance invoice and salary run handling with improved validation and event logging
---------
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* feat(api): implement caching and logging in health check endpoint
- Added in-memory caching for health check responses to reduce load on Postgres.
- Introduced logging for error handling in health check.
- Updated response structure to exclude error details from public responses.
feat(api): enhance OAuth consent UI and scope handling
- Improved consent UI to reflect exact requested scopes and added better user guidance.
- Updated scope handling logic to ensure least-privilege access.
- Enhanced styling for better user experience and accessibility.
chore(docker): improve security and resource management in Docker setup
- Updated Docker Compose configuration to enforce read-only file systems and resource limits.
- Added health checks and logging options for better observability.
- Introduced optional Caddy reverse proxy for TLS termination.
fix(migrations): resolve ambiguity in create_company_with_owner function
- Dropped orphaned 3-arg overload of create_company_with_owner function.
- Recreated canonical 4-arg version with cash account seeding logic.
- Ensured proper permissions for function execution in Postgres.
* feat: enhance security checks for team membership in company creation
* test: add CSP tests for OAuth authorization endpoint
* feat: enhance error handling and reporting in bank file import process
* feat(import): add customer and supplier parsing functionality
- Implemented customer file parsing in `lib/import/customers/parser.ts` with support for Excel and CSV formats.
- Created types for detected customer columns and parsed customer rows in `lib/import/customers/types.ts`.
- Added tests for customer classification logic in `lib/import/shared/__tests__/classify.test.ts`.
- Developed classification functions for customers and suppliers in `lib/import/shared/classify.ts`.
- Introduced shared column utility functions in `lib/import/shared/column-utils.ts`.
- Implemented supplier file parsing in `lib/import/suppliers/parser.ts` with validation for various fields.
- Created types for detected supplier columns and parsed supplier rows in `lib/import/suppliers/types.ts`.
- Added tests for supplier column detection and parsing in `lib/import/suppliers/__tests__/column-detector.test.ts` and `lib/import/suppliers/__tests__/parser.test.ts`.
* fix(labels): update 'Svenskt företag' to 'Svenskt företag eller organisation' for clarity
* feat(import): refactor encoding handling for Swedish files and add tests for character preservation
* feat(recapt): implement clearRecaptIdentity function and integrate into logout flow
* feat(bookkeeping): implement copy functionality and next voucher sequence retrieval
* feat(import): enhance customer and supplier import functionality with normalization and event handling
Three confirmed issues from user feedback:
1. Reverse charge preview now uses per-item VAT rates and correct accounts
(2645/2647, 2614/2624/2634) instead of hardcoded 25%/2614
2. Bank sync uses 90-day lookback on first sync (when last_synced_at is null)
instead of hardcoded 7 days for all syncs
3. Bank file import improvements:
- Shared date normalizer supporting DD.MM.YYYY, DD/MM/YYYY, YYYYMMDD
- Silent row skips now reported with reason in issues[]
- Decimal separator mismatch detection in generic CSV
- Swedish error message with format diagnostics on detection failure
- Date format selector in column mapping UI
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- 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>
Replace PSD2 bank integration as the default with file-based bank
import (CSV/XML), which better suits Swedish sole traders and small
companies. Enable Banking is now an opt-in extension.
- Phase 1: Extract generic transaction ingestion service (ingest.ts)
with dedup, auto-categorization, and OCR-based invoice matching
- Phase 2: Bank file parser library supporting Nordea, SEB, Swedbank,
Handelsbanken CSV formats and ISO 20022 camt.053 XML
- Phase 3: Database migration adding import_source, reference columns
and bank_file_imports tracking table
- Phase 4: Import wizard UI (5-step flow) and API routes for parse/execute
- Phase 5: Move Enable Banking to extensions/enable-banking/ with
commented-out loader entry for opt-in activation
- Phase 6: 104 new tests (ingestion + all parser formats), fixing
Nordea detection overlap and camt.053 XML tag collision bugs
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
