c0ecf2fa3bebd46bdfd0169efd73b89653d1dfed
10
Commits
| Author | SHA1 | Message | Date | |
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e51a2c8102 |
refactor(design): no amber boxes, attention is one ochre sentence (#1562)
The founder wants the yellow boxes gone everywhere. The design system already agreed: status colors are data, not chrome (convention 12) and attention is a single ochre sentence, never a banner (convention 6). This enforces it: - ConfirmationDialog: the amber warning panel is now an AttnLine, and the hardcoded Swedish default warningText is gone: it injected an immutability warning into dialogs whose authors never asked for one (every current caller passes the prop explicitly, so no behavior change at any call site). - Badge warning variant: amber fill replaced with a hairline chip and ochre text. - DestructiveConfirmDialog warning variant: neutral icon disc, default primary confirm button (only --destructive survives as chrome). - BankSyncStatusChip stale state: same neutral shape as the healthy chip, ochre text carries the signal. - SandboxBanner: solid amber bar becomes secondary-on-border chrome. - BankIdAuth, BankIdCompanyPicker, SessionTimeoutModal: the last three raw-amber (bg-amber-*) holdouts moved onto tokens, the company-picker banner becoming a plain AttnLine. - Mechanical sweep of the ~58 hand-rolled bg-warning/border-warning boxes across 45 files: fills to bg-muted/30 (icon discs bg-muted), borders to border-border, text-warning-foreground to text-attn. The account-class dots in account-number.tsx keep bg-warning: they are data indicators, not chrome. Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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c0a106e591 |
feat(ux): Bucket A defaults pass: remove choices the system already knows the answer to (#1443)
* feat(booking): batch VAT seeds from category default, period derives from entry date BatchCategorySelector and BulkBookInboxDialog hardcoded standard_25 as the initial VAT treatment, overriding the server's per-category derivation and claiming 25% moms on VAT-exempt bank fees. Both now default to an explicit 'Enligt kategori' option that omits vat_treatment so the server derives it (exempt bank/card fees, 12% representation). Reverse charge is never derived. The embedded JournalEntryForm period Select is replaced by the same derived read-only text the standalone variant already uses: the period is a total function of the entry date, and the Select allowed picking a period that disagreed with it. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(booking): prefill cost account from counterparty history; period text in Bokfor direkt BookDirectlyDialog and the supplier-invoice form left the cost account deliberately blank even when the company's own confirmed history for the counterparty (categorization_templates) or supplier.default_expense_account knew the answer. Both now prefill from a counterparty-template hit (new ?counterparty= single-match mode on the settings route, same tiered matcher as the booking flows), only into still-empty fields, only from expense-shaped templates, with a provenance line. No generic fallback: a miss leaves the field blank exactly as before. Bokfor direkt's period Select is replaced by text derived from the entry date; the silent periods[0] fallback becomes a blocking explanation, since borrowing an arbitrary period could book into the wrong one. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(ux): single-company login skips the picker; filing surfaces default to filable periods /select-company auto-forwards when the user is a member of exactly one company with nothing else to decide (no new TIC engagements, no pending invite, enrichment fresh); the in-app 'Lagg till foretag' links pass ?choose=1 to keep the picker deliberately reachable. Byra/multi-company users are untouched. The VAT declaration now opens on the most recently ENDED month/quarter (lib/vat/period-defaults, tested) instead of the current one, which can never be filed and forced a step-back click on every filing visit; the periodicity switch resets the same way. Helarsmoms FyPicker gains preferLatestEnded and opens on the latest ended rakenskapsar instead of the newest started one. The 'momsperiod saknas' dead end now collects the answer inline through the same PUT /api/settings validation instead of bouncing to settings: until the period exists the deadline engine generates zero VAT deadlines, silently, so every extra hop kept a compliance hole open. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(granskning): approve pill commits directly for low and medium risk The Godkann pill on /pending only opened a ConfirmationDialog demanding a second Godkann, regardless of tier. The review row already states source, title and risk and offers Detaljer, so for low/medium the pill now commits directly; high risk keeps the dialog, whose warning sentence carries information the row does not. Chat-side bulk approve is deferred: it needs ApprovalCard's state lifted (assistant-redesign seam 8.8), see DECISIONS.md. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(reports): map inline momsperiod save errors through getErrorMessage Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(review): repair the dead login auto-forward and nine review findings The big one: setActiveCompany ends with a cookie write that throws during Server Component render (sealed cookie store), so the /select-company auto-forward silently never fired; the write is now best-effort since the cookie is write-only compat and the DB write is already verified. Also: supplier-switch un-plants history-prefilled accounts so the new supplier's own default applies; prefill routes through handleAccountChange so konto default moms rides along; batch 'Ingen moms' books exempt instead of the derived 25%; monthly VAT default tracks the actual 12th/17th filing deadline (over-40M stays M-1); inline momsperiod setup uses EmptyState, gates on vat_number (the PUT would 400 without it), keeps keyboard focus and announces errors; cost-account shape guard tightened to P&L accounts; attn tone on the new warning lines. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * ci: retrigger workflows; the Actions outage swallowed the rebase push event Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * ci: retrigger after outage (events dropped, not delayed) Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * ci: retrigger after GitHub Actions recovery Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(review): address CodeRabbit and compliance-bot findings Direct commit now prunes the op from the bulk selection (a stale id kept inflating the bulk bar and rode into bulk-commit) and the detail-panel Godkann gets the same risk gate as the row pill. The automatic account fill in the supplier-invoice form is requested, not applied inline: the applying effect waits for both the BAS chart and the request with fresh closures, so a fill can no longer land before the chart and leave a VAT-free konto on the 25% row default. Test dates use local-time constructors (ISO strings parse as UTC midnight and shift a day in negative-offset timezones). Stale ML 11 kap citation dropped from a comment. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * ci: retrigger; push event dropped again Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Mattsson
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e4488a900b |
feat: add user locale preference to user_preferences table (#555)
* feat: add user locale preference to user_preferences table
- Introduced a new column 'locale' in the user_preferences table to store per-user UI language preferences.
- Added a CHECK constraint to ensure only supported locales ('sv', 'en') are allowed.
- Triggered a schema reload notification for the changes.
chore: declare CSS module support in TypeScript
- Added a declaration for CSS modules in globals.d.ts to enable TypeScript support for importing CSS files.
* feat: add Swish as an invoice payment method in company settings
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Jakob WennbergandClaude Opus 4.6
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a7be1aab17 |
feat: comprehensive UI design audit and normalization (#28)
* 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> |
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Jakob WennbergandClaude Opus 4.6
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66a4027f1e |
feat: BAS data overhaul, currency revaluation, expenses, UI polish, and cleanup
- 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> |
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Jakob WennbergandClaude Opus 4.6
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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> |
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Jakob WennbergandClaude Opus 4.6
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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> |
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Jakob Wennberg
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59d935f2cc | Invoice fix and new inbound invoice extension etc | ||
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Jakob WennbergandClaude Opus 4.6
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91e2c1705a |
feat: per-line VAT, invoice document types, ledger-based VAT declaration, bank reconciliation, and pagination
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> |
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Jakob WennbergandClaude Opus 4.6
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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> |