Commit Graph
6 Commits
Author SHA1 Message Date
Jakob WennbergandClaude Sonnet 5 ec27228a8e style: remove em/en dashes repo-wide, add CLAUDE.md rule against them (#890)
Em dashes (—) and en dashes (–) had spread across comments, docs, tests,
and a few UI strings, reading as AI-generated boilerplate rather than
house style. Replaced each with punctuation matching its context: colon
for explanatory clauses, comma for asides, plain hyphen for numeric/legal
ranges (e.g. "21-23§"), "to"/"till" for date ranges, parentheses for
paired-dash asides. messages/en.json and messages/sv.json were fixed by
hand together to keep sv/en in sync.

Left untouched where the dash is the functional subject rather than
decorative punctuation: date-range-parser.ts's separator regex,
charset-repair.ts's CP1252 byte-mapping table (and its test), the SIE
encoding mojibake docs, generic-csv.ts's minus-sign normalizer, the
agent system-prompt files that already instruct against em dashes, and
a golden iXBRL test fixture compared byte-for-byte.

Also fixes two bugs surfaced along the way: an off-by-one in
ApiKeysPanel's scope-label split (a leftover from an earlier partial
pass), and a charset-repair test that had lost the literal en-dash it
exists to verify.

Regenerated the agent atom seed migration (skills:generate) since 27
SKILL.md files changed. Added a CLAUDE.md rule against em/en dashes,
with an explicit carve-out for the functional-dash cases above.

Co-authored-by: Claude Sonnet 5 <noreply@anthropic.com>
2026-07-04 15:58:06 +02:00
Jakob WennbergandClaude Fable 5 9f7c842a33 feat(skatt): setup gates + auto-loading momsdeklaration across Skatt & bokslut tabs (#885)
* feat(skatt): setup gates + auto-loading momsdeklaration across Skatt & bokslut tabs

Every tab in the Skatt & bokslut nav group now tells an unconfigured user
what is missing and where to fix it, instead of dead-ending or rendering
zeros:

- Momsdeklaration: gates on vat_registered with a settings CTA; auto-fetches
  the configured period on load and on every period change (no more "Hämta"
  button); one period control (räkenskapsår picked inline for helårsmoms,
  shell selector + back link dropped via new ReportDescriptor.standalone);
  raw <select>s replaced with the Select primitive; banner when moms_period
  is missing; BankID connect returns to the page instead of the report
  library.
- Deadlines: callout (sv+en) when no system-generated tax deadlines exist —
  they are derived from tax settings, so point at /settings/tax rather than
  presenting an empty manual todo list.
- Årsbokslut: "no räkenskapsår yet" (CTA to bookkeeping settings) is now
  distinguished from "nothing to close yet".
- Skattekonto: non-auth fetch failures render an error card with retry
  instead of the misleading "inget saldo hämtat ännu" empty state.

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

* fix(skatt): address bot review — res.ok guard, blocking moms_period gate, panel hidden while räkenskapsår unresolved

- Auto-fetch treats non-2xx or unparsable responses as errors (with retry)
  instead of rendering undefined data.
- momsPeriodMissing now blocks the declaration (EmptyState + settings CTA)
  rather than fetching a guessed quarterly period behind a banner — a
  declaration submittable for the wrong period type is a hazard, not a
  convenience.
- SkatteverketPanel is not rendered while yearly mode awaits a fiscal
  period, so its actions can never target an unconfirmed period.

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

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Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-03 16:12:51 +02:00
Jakob WennbergandClaude Fable 5 01dbef4015 feat(dimensions): PR4 reports — dimension-filtered P&L + Resultat per projekt/kostnadsställe (#862)
* feat(dimensions): PR4 reports — dimension-filtered P&L everywhere + Resultat per projekt/kostnadsställe

The Project P&L milestone of the dimensions plan (dev_docs §7 PR4).

One choke point lights up everything: generateTrialBalance gains
options.dimensions (SIE dim → code map) pushed down as jsonb containment
(dimensions @>, served by idx_jel_dimensions_gin) on both line queries, with
company-wide opening balances dropped when filtered (they cannot be
dimension-scoped; P&L-safe by whitelist). Resultatrapport, resultaträkning,
huvudbok, monthly-breakdown and the TB drill-down inherit the filter; the
KPI route filters only its P&L-side inputs (income statement, months,
expense composition) — never cash/VAT.

New report lib/reports/dimension-pnl.ts — "Resultat per projekt/
kostnadsställe" (Fortnox Resultatrapport projekt): value-as-column matrix
over one dimension with an explicit "(Utan dimension)" bucket computed as
the residual against the same trial-balance pass resultatrapport uses, so
every row and the Totalt column reconcile with the unfiltered
resultatrapport by construction. Registered in REPORT_CATALOG (visible only
when dimensions_enabled), slug-routed view + xlsx export.

UI: DimensionFilter (dimension + value picker, persistent "Filtrerad — ej
fullständig rapport" chip) mounts in FocusedReport for catalog entries
flagged dimensions: true; huvudbok rows show line dim codes.

Statutory exclusion pinned by TEST, not convention:
lib/reports/__tests__/dimension-statutory-guard.test.ts fails if the filter
parser leaks into balance sheet, balansrapport, kassaflöde, VAT, SIE or
full-archive routes/generators, or if the catalog whitelist widens.

MCP: new gnubok_get_dimension_pnl (reports:read); dimensions filter arg on
get_trial_balance/get_income_statement/get_general_ledger with
resolve-don't-select (names → registry codes, resolution echoes);
query_journal totals fixed to aggregate the FULL match set (was silently
slice-scoped while claiming otherwise) with an honest totals_scope field,
plus group_by / group_by_dimension aggregation.

Also: voucher-detail dim-6 badge now uses the registry name instead of the
non-standard "PR" abbreviation (#859 review follow-up).

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

* fix(dimensions): address #862 review — export disclosure, prior-column suppression, period-label honesty, route hardening

- Filtered XLSX/PDF exports now carry the partial-view disclosure past the
  file boundary (BFNAR 2013:2): filename suffix (-dim6-p001), a
  "Filtrerad … — ej fullständig rapport" row on every sheet, and a header
  note/title line in the PDFs.
- Resultatrapport drops the prior-year column when a dimension filter is
  active — project codes are time-limited under K2/K3, so "this code last
  year" may be a different project (same rule as narrowed date ranges).
- dimension-pnl no longer accepts fromDate: the matrix is cumulative from
  period_start by design (closing-balance semantics), and the period label
  now states exactly that instead of echoing a lower bound that was never
  applied. Routes/MCP tool updated to toDate-only.
- dimension-pnl routes 404 on an unknown/foreign period id and cap dim_no
  to 4 digits (matching the MCP tool's PostgREST-path guard, which the
  generator now also enforces itself).
- Statutory-guard test's generateTrialBalance call-site scan is paren-aware
  instead of a 300-char window; added fully-untagged and injection-guard
  test cases.

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

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Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-02 15:20:47 +02:00
Jakob WennbergandClaude Opus 4.8 d63d2aecf0 feat: UI slop cleanup, invoice icon/header polish + year-end in Rapporter, journal-list DataList refactor (#847)
UI cleanup: removed AI-slop (redundant suppliers subtitle, decorative Sparkles glyph), decluttered the article-detail header (single status badge + muted type · #number), standardized the invoice icon Receipt→ReceiptText (no $ in a SEK app), and matched ReportExportMenu trigger size to the primary CTA on list pages.

Bookkeeping: surfaced year-end closing in Rapporter (catalog descriptor) and dropped the redundant header button; refactored JournalEntryList to DataList primitives + chunked /api/documents/counts in 50-ID batches (large pages previously 400'd); added optional fraction-digit overrides to formatCurrency. The fiscal-year lock indicator is preserved as a labeled Låst/Stängt badge in FiscalYearSelector.

All PR-bot findings triaged as false positives (unused import, formatCurrency öre, lock indicator) or intentional design (year-end placement, empty-state messaging). CI green.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-30 20:42:56 +02:00
Jakob WennbergandClaude Opus 4.8 739f18fd1c fix(reconciliation): drive bank avstämning period from the report header (#771) (#774)
The bank reconciliation view hosted its OWN FiscalYearSelector inside the
action bar — but that bar renders below the loading-skeleton early-return, so
the selector never mounted, its onReady/onChange never fired, the periodReady
gate never flipped, and the page hung on a permanent skeleton (#771).

Make the report period-scoped like the ledgers: lib/reports/catalog.ts marks
bank-reconciliation `params: 'fiscal'`, so the report page's räkenskapsår
selector owns the period. FocusedReport passes periodId + periodBounds down,
and BankReconciliationView takes them as props instead of self-selecting. The
window seeds from periodBounds and a periodId-keyed effect re-seeds (and writes
dateFromRef/dateToRef synchronously) on a year switch, preserving the #751
period-scoped IB-floor behaviour without the deadlock. Manual date edits still
apply on demand via "Filtrera".

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-25 13:42:49 +02:00
Jakob WennbergandClaude Opus 4.8 ff01640f60 feat(reports,settings): report library + focused report routes, settings modal (#629)
* feat(reports,settings): report library + focused report routes, settings modal

Reports
- Replace the monolithic /reports tab-switcher with a calm, grouped report
  library landing (ReportLibrary + RecentReportsShelf) driven by a new
  lib/reports/catalog.ts.
- Each report opens a focused /reports/[slug] route (FocusedReport) with a
  shared fiscal-year selector, optional date-range, and URL-based account
  drill-down into the general ledger.
- Extract every report view into components/reports/views, add a reusable
  ReportExportMenu, and remove the old ReportsNav.

Settings
- Add an intercepting @settingsModal parallel route so in-app navigation to
  /settings opens as a modal over the current page; hard loads still resolve
  to the full page.
- Share one SettingsShell (rail + content) between page and modal, extract each
  section into components/settings/sections/*Content, add a settings hotkey and
  command-palette entry, and remove the old SettingsSidebar.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(reports,settings): remove dead salary-journal entry, fix border token

Addresses PR review feedback (#629):

- Remove the unreachable `salary-journal` report from the catalog. It had
  needsEmployees + no route + no FocusedView handler and `hasEmployees` was
  never plumbed through, so it never appeared in the library and a direct
  /reports/salary-journal URL rendered a blank frame. The report was never on
  the old page and has no view component; the API + generator stay in place for
  a proper follow-up. Drops its two now-unused i18n keys.

- Replace opacity-suffixed `border-border/8` section dividers with full-opacity
  `border-border` across the extracted settings section components, per the
  design system (no opacity-suffixed border tokens on surfaces).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* ci: re-trigger checks (pg-real hit a Docker Hub registry timeout)

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Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 14:50:50 +02:00