Commit Graph
15 Commits
Author SHA1 Message Date
Jakob WennbergandClaude Opus 4.6 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>
2026-02-24 16:02:06 +01:00
Jakob WennbergandClaude Opus 4.6 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>
2026-02-23 20:38:44 +01:00
Jakob WennbergandClaude Opus 4.6 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>
2026-02-23 16:00:38 +01:00
EmilandClaude Opus 4.6 2f953c1031 fix: validate account mappings and handle reverse charge in categorization
Add validation for non-empty debit/credit accounts before creating journal
entries. Generate fiktiv moms lines (2645/2614) for EU reverse charge expenses.
Change default unmapped expense account from 6900 to 6991. Add tests for
reverse charge handling and exhaustive category mapping coverage.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-23 12:58:50 +01:00
Emil 7aa8c01199 Merge remote-tracking branch 'origin/main' into fixing-extensions-bug 2026-02-23 09:46:32 +01:00
Jakob Wennberg 59d935f2cc Invoice fix and new inbound invoice extension etc 2026-02-21 17:41:14 +01:00
Emil fa5e14de83 Fixing bug 2026-02-21 17:14:08 +01:00
Emil 0a0e74fdfb Merge remote-tracking branch 'origin/main' into code-quality-improvements 2026-02-21 16:10:02 +01:00
Jakob Wennberg 358be27e24 Minor fixes 2026-02-21 16:03:38 +01:00
Jakob WennbergandClaude Opus 4.6 d0c0d8a7d2 feat: UX improvements — nav, reports tabs, dashboard alerts, transaction hints, settings layout
- Move Reports to Finans nav group and auto-expand Övrigt on its pages
- Make report tabs horizontally scrollable with gradient fade on mobile
- Surface deadlines and alerts above the fold on dashboard
- Add dismissible categorization hint card on transactions page
- Split settings company form into 4 separate Cards for scannability
- Add monthly breakdown report, document upload zone, journal entry attachments
- Add batch category selector, receipt document linking, invoice form improvements

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-20 17:16:22 +01:00
EmilandClaude Opus 4.6 2f83f232c6 test: add API route tests for 10 critical endpoints
Add test coverage for invoices, transactions, bookkeeping, and supplier
invoice API routes. Includes test helpers (createMockRequest,
parseJsonResponse, createMockRouteParams, createQueuedMockSupabase) and
fixture factories (makeInvoice, makeCustomer, makeSupplier,
makeSupplierInvoice, makeCompanySettings).

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-20 16:12:51 +01:00
Jakob WennbergandClaude Opus 4.6 838dc6b8b5 refactor: clean up codebase, remove dead code and obsolete docs
Remove influencer-era documentation, unused components, boilerplate
assets, and ghost tiktok cron job. Add supplier invoice management,
document API routes, and PWA icons. Replace boilerplate README.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-20 12:23:17 +01:00
Jakob Wennberg cdf1dcc4c8 New Base func 2026-02-19 09:48:02 +01:00
Jakob WennbergandClaude Opus 4.6 0aecf5b41c Refactor to generic ERP base
Remove influencer-specific features (campaigns, TikTok, gifts, shadow ledger,
contracts, briefings) and consolidate into a clean ERP foundation with core
bookkeeping, invoicing, receipts, tax reporting, and calendar functionality.
Reorganize database migrations into a clean numbered sequence.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-13 15:39:13 +01:00
Jakob Wennberg a25d10a528 Initial copy from influencer-biz 2026-02-13 14:00:46 +01:00