Commit Graph
8 Commits
Author SHA1 Message Date
MattssonandClaude Fable 5 4a9fa5e6c5 feat(inbox): staged upload ack, HEIC/HEIF validation, WhatsApp silence fixes (#1605)
* fix(whatsapp): app-side unmute, close silent intake paths, health visibility

- add POST /link/unmute and a Reactivate control on the Pausad state
- company resolution: transient query errors release the row for sweep
  retry; genuine zero-options sends M19 instead of parking silently
- media from unlinked senders bypasses the hourly greeting throttle
  (10 min burst window, daily cap kept)
- GET /link returns 7-day failed-delivery and parked-inbound counts;
  sweep summary logs outboundFailed24h

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(documents): real HEIC/HEIF magic-byte validation, bilingual upload errors

- detect ISO-BMFF ftyp brands (heic/heix/heim/heis/hevc/hevx/hevm/hevs,
  mif1/msf1) instead of exempting image/heic from validation; declared
  heic/heif accepts either family member (iOS labels vary)
- new INBOX_UPLOAD_* structured error codes replace raw English strings
  on the inbox upload and attach-document routes
- registry doc corrected to the real 10 MB cap

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(inbox): staged upload with instant ack and deferred AI extraction

- web uploads insert the inbox item as status processing and respond
  immediately; Bedrock extraction and supplier match run via after()
  with a CAS flip to received (email and WhatsApp channels keep the
  synchronous path)
- widen invoice_inbox_items.status CHECK to include processing
  (migration 20260813180000, pg-real test included)
- crash-recovery sweep cron (*/2) flips stale processing rows;
  bulk-book skips extraction_in_progress items
- workspace: processing chip, in-flight rows disable actions, realtime
  flip, retry-extraction button for empty extractions
- picker accept list drops HEIC/HEIF so iOS transcodes library photos
  to JPEG; server allowlists unchanged (supersedes 2026-08-01 HEIC
  decision, see DECISIONS.md)

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(migrations): bump inbox processing-status migration past main's latest

Main merged 20260813210000 while this PR was in flight; an inserted
version older than the latest applied aborts the prod db push at merge.
Renamed 20260813180000 to 20260813213000 and updated references.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* docs(decisions): log preview-tracker orphan repair after migration rename

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-13 23:57:53 +02:00
Jakob WennbergandClaude Opus 4.6 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>
2026-04-01 17:08:00 +02:00
MattssonandClaude Opus 4.6 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>
2026-03-31 16:41:52 +02:00
Jakob WennbergandClaude Opus 4.6 3f255ea201 refactor: consolidate AI analyzers into shared lib/ai module and add journal entry reversal columns
Extract shared vision/document analysis logic into lib/ai (vision-client, document-analyzer,
image preprocessing, validation helpers), simplifying invoice-analyzer, receipt-analyzer, and
document classifier. Add migration 046 for journal entry reversal/correction link columns
(reversed_by_id, reverses_id, correction_of_id) required by storno service. Update extension
components and shared UI.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-26 17:14:44 +01:00
Jakob WennbergandClaude Opus 4.6 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>
2026-02-26 14:32:56 +01:00
Jakob WennbergandClaude Opus 4.6 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>
2026-02-25 16:59:02 +01:00
Jakob WennbergandClaude Opus 4.6 ef5a84a5d5 feat: make extension system packageable via enriched ExtensionContext
Enrich ExtensionContext with supabase, emit(), settings, storage, log,
and services so extensions can receive everything through dependency
injection instead of importing core modules directly.

- Add context factory and inject context into event handlers via registry
- Move supplier invoice journal entry creation to core event handler
- Add services.ingestTransactions to ExtensionContext for enable-banking
- Create catch-all API route for extension-declared apiRoutes
- Migrate 5 extensions to accept context with dynamic import fallbacks

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-23 09:24:21 +01:00
Jakob Wennberg 59d935f2cc Invoice fix and new inbound invoice extension etc 2026-02-21 17:41:14 +01:00