* 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>
* 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>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
* feat: mobile UX improvements across dashboard pages
- Responsive layouts with stacked mobile forms and grid desktop views
- Safe area handling (viewportFit cover, bottom nav insets, main padding)
- Touch-friendly dialogs, tabs, and page headers
- Mobile nav drawer open/close animation
- Dashboard layout parallel Supabase queries
- SIE parser: handle quoted VER/TRANS fields
- Skip account override for template-based transaction booking
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: address PR review feedback from Greptile
- Fix nav drawer close timer race condition with useRef + clearTimeout
- Show locked VAT rate as read-only label on mobile instead of hiding it
- Remove dead bottom-16 class overridden by inline style
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add sandbox infrastructure — migration, types, and middleware
Add database migration for sandbox support:
- Add `is_sandbox` boolean column to company_settings
- Update 4 enforcement trigger functions (journal entry immutability,
journal entry line immutability, retention enforcement, document
deletion blocking) to bypass checks for sandbox users
- Add `cleanup_sandbox_user()` SECURITY DEFINER function that handles
FK-safe deletion order (document_attachments → journal_entry_lines →
journal_entries → supplier_invoices → auth.users cascade)
- Add `cleanup_expired_sandbox_users()` function that loops over
sandbox users older than N hours with per-user error handling
Update TypeScript types:
- Add `is_sandbox: boolean` to CompanySettings interface
- Add `is_sandbox: false` to makeCompanySettings() test factory
Update middleware:
- Add `/sandbox` to public routes so the landing page is accessible
without authentication
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add sandbox landing page, seed API, cleanup cron, and banner
Sandbox landing page (app/sandbox/page.tsx):
- Client component matching the existing auth page aesthetic
- Auth check: if logged in as real user, shows message to use incognito
- Otherwise shows feature overview (invoices, transactions, bookkeeping,
reports) with "Starta sandbox" button
- On click: signInAnonymously() → POST /api/sandbox/seed → redirect
- Uses window.location.href for full page load (ensures middleware
picks up new session cookies)
Seed API (app/api/sandbox/seed/route.ts):
- POST handler gated to anonymous users only (403 for real users)
- Idempotent: returns { seeded: false } if company_settings exists
- Seeds ~40 rows: profile, company_settings (is_sandbox: true,
onboarding_complete: true), chart of accounts (via RPC),
fiscal period, 3 customers (Swedish business, EU business,
individual), 4 invoices (paid/sent/overdue/draft), 4 invoice
items, 2 posted journal entries with 5 lines, 8 transactions
(3 categorized, 2 income, 3 uncategorized), 2 deadlines
- Journal entries inserted directly (not via engine) to avoid
event emission, using next_voucher_number() RPC
Cleanup cron (app/api/sandbox/cleanup/cron/route.ts):
- GET handler with CRON_SECRET Bearer token auth
- Creates service role Supabase client
- Calls cleanup_expired_sandbox_users RPC (24h default)
Sandbox banner (components/dashboard/SandboxBanner.tsx):
- Amber bar with dismiss button (client state, reappears on reload)
- Text: "Sandlådemiljö — dina data raderas automatiskt efter 24 timmar"
- "Skapa konto" link to /register
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: integrate sandbox into dashboard — banner, nav, settings safeguards
Dashboard layout (app/(dashboard)/layout.tsx):
- Fetch is_sandbox from company_settings
- Render SandboxBanner at top of page for sandbox users
- Pass isSandbox prop to DashboardNav
- Hide RecaptIdentify analytics for sandbox users
Root page (app/page.tsx):
- Same sandbox banner and isSandbox prop treatment as dashboard layout
(root page has its own layout, not wrapped by (dashboard)/layout)
DashboardNav (components/dashboard/DashboardNav.tsx):
- Add optional isSandbox prop
- Change logout button text to "Avsluta sandbox" when isSandbox
- Redirect to /sandbox instead of /login on logout for sandbox users
- Applied to both desktop sidebar and mobile drawer logout buttons
Settings page (app/(dashboard)/settings/page.tsx):
- Hide "Bank (PSD2)" tab entirely for sandbox users — prevents
connecting real bank accounts from a temporary anonymous session
- Hide "Radera konto" card for sandbox users — account auto-deletes
via cron, and the delete flow requires email confirmation
Vercel config (vercel.json):
- Add sandbox cleanup cron at 04:00 UTC daily
(/api/sandbox/cleanup/cron)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: remove audit trigger for non-existent tax_codes table
Migration 018 referenced public.tax_codes which was never created
(migration 012 is a placeholder). This caused failures when running
migrations from scratch on a fresh database.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: remove ALTER FUNCTION for 3 non-existent functions
Removed search_path pinning for create_invoice_with_items,
seed_asset_categories, and update_reconciliation_session_counts —
none of these functions were ever created in any migration.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: remove ALTER for generate_invoice_number (created in later migration)
The function is created in migration 20260306 with search_path already
set, but migration 20260304 tried to ALTER it before it existed.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* Fixed redirect issue
* Update app/api/sandbox/seed/route.ts
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
* Update app/api/sandbox/seed/route.ts
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
* Update app/sandbox/page.tsx
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
* Fixed catch block issue
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
Remove FSkattWarningCard component, related tax warning functions,
types, and thresholds. Feature was not providing enough value.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add LICENSE (AGPL-3.0-or-later), CONTRIBUTING.md, SECURITY.md, DCO, and NOTICE files.
Rewrite README for open-source audience with self-hosting instructions.
Redesign color palette to grayscale chrome theme across all components.
Add transaction uncategorize API route with tests.
Fix VAT account name mismatches in migration 052.
Improve import page with SIE file support and loading skeleton.
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>
- #43: Improve AI categorization to use account 2350 for loan repayments
instead of incorrectly suggesting 2440 (supplier payables). Add explicit
prompt guidance distinguishing loans from supplier debts.
- #45: Change unclear invoice unit "mån" to "månad"
- #46: Enable email extension in extensions.config.json so it appears in
the marketplace and can be activated by users
- #47: Change "Makulera" to "Ta bort utkast" for draft invoices — reserve
"Makulera" terminology for proforma invoices only
- #48: Show field-level validation errors when supplier creation fails
instead of generic "Validation failed" message
- #49: Temporarily hide Leverantörer and Leverantörsfakturor from sidebar
pending module rework
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Reorganize reports page from flat 11-tab bar into 4-column categorized
grid (Bokslut, Skatt & moms, Huvudböcker, Avstämning)
- Move Import from Övrigt to Finans nav group for better discoverability
- Merge standalone Marketplace link into Tillägg section as "Utforska fler..."
- Rename abbreviated "Lev.fakturor" to full "Leverantörsfakturor"
- Add uncategorized transaction count badge to nav (desktop pill + mobile dot)
- Strengthen credit note confirmation with destructive styling and
type-to-confirm pattern requiring exact invoice number
- Clarify invoice send vs mark-sent with "Skickad manuellt" label,
visual hierarchy, and explanatory helper text
- Show Banking and Notifications settings tabs always, with placeholder
message and link to extensions when not enabled
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>
Auto-create documents storage bucket on first upload. Default legacy general
extensions to enabled when no toggle row exists. Add ChatWidget to dashboard
root page with open-ai-chat event support and AI assistant quick action.
Add ensureInitialized to supplier invoices route for event emission.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add shared components (ConfirmDeleteDialog, EditEntryDialog, validation utils),
enhance all 12 extension workspaces with edit/delete dialogs, input validation,
period comparisons, and new analytics features. Fix critical bugs in
ProjectBilling margin calculation and EarningsPerLiter revenue allocation.
Add pure calculation modules with 183 new tests across all extensions.
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>
- 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>
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>
