Commit Graph
7 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
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
Jakob Wennberg 59d935f2cc Invoice fix and new inbound invoice extension etc 2026-02-21 17:41:14 +01:00
Jakob WennbergandClaude Opus 4.6 885f362a29 feat: add bank file import as core, move Enable Banking to extension
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>
2026-02-20 14:21:28 +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 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