The runtime toggle system (extension_toggles table, API routes, hooks, UI components)
added unnecessary complexity. Extensions controlled via extensions.config.json at build
time are now always active for all users. This removes ~835 lines of toggle-related code
including API routes, DB queries, the ExtensionToggleButton component, useEnabledExtensions
and useExtensionToggle hooks, and the toggle-check module. AI consent gating remains
unchanged.
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* 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>
* docs: minimize CLAUDE.md — remove derivable content, fix stale data
Remove ~230 lines (51% reduction) of content that duplicates what's
already in the source code (directory tree, function tables, type
definitions, migration lists). Update migration count (63→65), add
missing test helpers, fix cron job list. Keep all high-value sections:
accounting guard rails, BAS accounts, VAT rutor, design context.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
* 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>
- Replace magic-link-only login with email+password (primary) and magic link (toggle)
- Add registration page with strong password validation
- Add MFA enrollment (/mfa/enroll) with QR code and manual secret
- Add MFA verification (/mfa/verify) with 6-digit TOTP input
- Add password reset flow (/reset-password)
- Add middleware MFA enforcement gated by NEXT_PUBLIC_REQUIRE_MFA env var
- Self-hosted deployments (NEXT_PUBLIC_SELF_HOSTED=true) skip MFA entirely
- Add Security tab in Settings for password change and MFA management
- Add requireAuth() API route helper with MFA check
- Update CLAUDE.md with Authentication section and env var docs
- Update Dockerfile and docker-entrypoint.sh for new env var placeholders
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Rename migration files (039-052) from sequential to real deployed
timestamps, add 11 missing migration files that were applied directly
to production, apply invoice_delivery_note_sequences migration, and
rename placeholder files for clarity.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Broad update across dashboard pages, components, extensions, and lib code. Includes ESLint config additions, onboarding flow redesign, settings page refactor, help page content expansion, dead code removal, and test mock fixes. Adds dev docs and public assets.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Fix VAT declaration ruta mappings to match SKV 4700 form correctly
(ruta 05 = total taxable sales, ruta 10/11/12 = output VAT per rate)
- Add INK2 declaration report for aktiebolag with SRU export
- Add full archive ZIP export for 7-year retention compliance
- Add AI consent gate requiring user approval before AI extension API calls
- Add DPA and privacy policy public pages
- Add audit trail API routes
- Update VAT registration threshold from 80k to 120k kr in onboarding
- Update CLAUDE.md documentation
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Add migration 051 to SET search_path = public on all 24 custom
functions, preventing search_path injection attacks
- Remove dashboard subtitle (status summary line)
- Update CLAUDE.md with new migration reference
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- 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>
Consolidate the standalone user-description-match extension into ai-categorization,
adding an AI description analyzer that provides account/VAT suggestions alongside
template matching. The describe transaction dialog now shows AI suggestions with
confidence scores and supports both template-based and AI-based booking.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- 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>
- Uncomment Enable Banking extension in loader (now registered at runtime)
- Add subscriptionNotice field to ExtensionDefinition type
- Show confirmation dialog when enabling extensions with subscription requirements
- Fix Settings banking tab: toggle-aware visibility, URL-addressable tabs,
BankSelector widget, correct API paths (/api/extensions/ext/enable-banking/*)
- Replace inline bank connection cards with BankConnectionStatus component
- Add actionable link to Settings from EnableBankingWorkspace
- Update CLAUDE.md with latest architecture docs
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Fix onCountChange callback causing infinite fetch loop by using a ref
instead of including it in useCallback deps. Also update CLAUDE.md with
Zod validation docs, env vars, extension design doc reference, and
API route patterns.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Per-line VAT rates:
- Add generatePerRateLines() to group invoice items by vat_rate with separate
revenue + VAT lines per rate group (invoice-entries.ts)
- Add getAvailableVatRates() and getVatTreatmentForRate() (vat-rules.ts)
- PDF template shows per-line VAT column and per-rate totals for mixed-rate invoices
- Invoice create/review UI supports per-line rate selection
- Types: add vat_rate/vat_amount to InvoiceItem, vat_rate to CreateInvoiceItemInput
Invoice document types (proforma, delivery note):
- Add InvoiceDocumentType, document_type and converted_from_id to Invoice type
- PDF hides prices for delivery notes, adds proforma notice
- Email templates support all document types
- mark-paid skips journal entries for non-invoice document types
- Migration 031: invoice_document_type
Accounting method support:
- Add AccountingMethod type (accrual/cash)
- Migration 032: add_accounting_method column to company_settings
VAT declaration rewrite:
- Rewrite to read directly from general ledger (26xx/3xxx account lines)
instead of aggregating invoices/transactions/receipts
- ACCOUNT_RUTA mapping drives momsdeklaration boxes from GL balances
Bank reconciliation:
- Transaction ingest now pre-fetches unlinked GL lines and attempts
auto-reconciliation during import
- Add transaction.reconciled event type
- Add ReconciliationMethod type and reconciliation_method on Transaction
- Migration 030: bank_reconciliation
- New reconciliation engine, API routes, and BankReconciliationView component
Pagination (fetchAllRows):
- New lib/supabase/fetch-all.ts overcomes PostgREST 1000-row limit
- Adopted in all report generators, SIE/SRU export, account list APIs
Fiscal period validation:
- New validate-period-duration.ts enforces max 18 months per BFL 3 kap.
- Applied in period-service.ts and fiscal-periods API
Account mapper simplification:
- Remove Levenshtein/fuzzy matching, use exact account number match only
Swedbank parser improvements:
- Support abbreviated headers (Clnr, Bokfdag, Radnr)
- Use Referens column as counterparty
Chart of accounts management:
- Add DELETE endpoint with system account and usage protection
- PUT uses partial updates
- New AccountCombobox, AddAccountDialog, EditAccountDialog, ChartOfAccountsManager
Tax deadline corrections:
- Rewrite inkomstdeklaration_ab using Skatteverket lookup table
- Rewrite arsredovisning deadline to 7 months after FY end per ÅRL 8:3
Onboarding first fiscal year:
- Add first fiscal year toggle with date pickers and 18-month validation
UI terminology:
- Change "okategoriserad/kategorisera" to "obokförd/bokföra" throughout
Report column fix:
- Fix start_date/end_date to period_start/period_end in report queries
Supplier invoice input:
- CreateSupplierInvoiceItemInput uses amount field (legacy quantity/unit_price kept)
Misc:
- SIE import uses upsert for idempotent account creation
- account-descriptions.ts falls back to BAS reference data
- Add invoice_default_notes to CompanySettings
- Update CLAUDE.md to reflect current project state
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Merge the singular lib/invoice/ directory into the plural lib/invoices/
to align with the codebase convention (transactions/, extensions/, reports/, etc.).
Updates all import paths and CLAUDE.md architecture docs.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add modal review/confirmation dialogs before submitting invoices, supplier
invoices, and journal entries. Since journal entries are legally immutable
once posted, users now see a full summary with an amber warning before
confirming. Add AccountNumber component with rich tooltips showing account
name, class, type, and plain-language Swedish explanation for ~45 key BAS
accounts across all report views.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
