c84f951a5c2f51279277a506754b2bd94de28249
9
Commits
| Author | SHA1 | Message | Date | |
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 Jakob WennbergandClaude Fable 5
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4bc2093e51 |
polish(vat): title-row Exportera, fused period chip, chip classification, calm SKV status (#1181)
Founder feedback on the live momsdeklaration (2026-07-25):
- The black Exportera now sits on the title row like every other page:
standalone report pages render their own PageHeader (FocusedReport
passes the title and skips its own), and the period chips get their
own row below.
- Year + quarter/month fuse into ONE chip ("Kvartal 3 2026") listing
five years reverse-chronologically with month-span annotations;
cadence stays behind the Period chip. Yearly keeps FyPicker, which
is already a fused rakenskapsar chip.
- The RC-basis worklist's Leverantorstyp/Typ av inkop selects (old
boxy style with labels) become ContextPicker chips, in the toolbar
and in each expanded row.
- SkatteverketPanel connection status per the locked conventions: the
contradictory "Ansluten" + "Session utgangen" badge cluster becomes
muted "Ansluten" text for the normal state and one attn sentence
with an embedded "Fornya med BankID" action for the expired session.
Verified via sandbox screenshots (Playwright against dev).
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
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Jakob WennbergandClaude Fable 5
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98e1a48c2b |
feat(bokslut): the bokslut trio in the flat concept language (scenes 34-36) (#1161)
* feat(bokslut): Arsbokslut hub as Stegen with de-boxed linear steps (trio 1/3) Scene 34: the six-step wizard gets the house horizontal stepper (done checks behind the current step, click-back navigation, forward stays with each step's continue action), the period select moves into the header as the context control, and the progress-bar and picker cards die. Preflight, Preview, Execute and Result are de-boxed: sans eyebrow sections with hairlines, quiet action links, attn lines instead of boxed alerts, muted text for normal states. Step content is centered at reading width. Accruals/Dispositions keep their internals for now (interactive panels; follow-up pass). All wizard logic untouched. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(bokslut): INK2 and NE-bilaga views in the flat house language (trio 2/3) Scene 36 direction: the declaration views lose every card. Statutory sections (Tillgangar, Eget kapital och skulder, Resultatrakning, INK2S, Intakter, Kostnader) become sans eyebrow sections with hairlines, the header card becomes a flat block with the SRU download beside it, the filing instructions lose their info box, warnings render as attn lines, and the NE R11 result becomes the emphasized document-foot row. All ruta tables, SRU downloads and warnings logic untouched. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(bokslut): Arsredovisning page, studio and digital filing in the flat house language (trio 3/3) De-boxes the whole scene-35 surface: the page shell (period picker, K3 note, narrativ, flerarsoversikt, underskrifter, PDF section), the AnnualReportStudio (workflow strip, scope form, completeness checks, versions) and DigitalInlamning (iXBRL review, submission form, status history) all move from Card shells to sans-eyebrow sections with hairlines. Inner info boxes flatten to bordered text blocks; the digital-checks warning becomes an attn line. The iframe border and the Kommer snart overlay sign stay: one frames an external document, the other floats above blurred content. Statutory Swedish-only surface: no new i18n keys. * polish(bokslut): align trio controls with the house language Founder feedback: buttons and selects still read old-style next to the bookkeeping page. Sweeps all trio surfaces: - Drop every min-h-11 override on Buttons and Inputs (44px chunky controls) so the compact house pill and h-10 input apply. - Replace all native <select> elements (BooleanQuestion, currency, group size, signing method, signer role, versions, AGM outcome, roll) with the shadcn Select primitive used system-wide. - Step navigation matches the merged Moms Stegen: white outline size-sm pills labelled 'Nästa: <steg> →' and '← Tillbaka'. Booking commits (Verkställ, Bokför valda dispositioner) stay primary. - Year-end period picker becomes the ContextPicker chip (the house context-picker idiom), and the stepper row widens to max-w-4xl so step 6 'Klart' no longer clips. - font-sans on two uppercase h3 eyebrows that rendered serif via the global h1-h3 display rule. * fix(vat): one toolbar row and the FyPicker chip on every fiscal-year surface The prod momsdeklaration (helårsmoms) broke into two sparse rows: Exportera alone, then a labelled 280px FiscalYearSelector below it, plus a serif uppercase worklist heading and internal check codes in the UI. - The VAT toolbar is one flat row: periodicity picker, fiscal-year chip, black Exportera, all h-9 aligned. - FyPicker (the rounded ContextPicker chip from UI-migration PR 3) replaces FiscalYearSelector on every page-level surface it had left: the VAT toolbar, FocusedReport's header (all report detail pages) and Kassaflödesanalys. Dialog/settings forms keep the labelled select, which is a form field, not a context picker. - 'Verifikationer som saknar basbelopp' becomes a sans eyebrow with hairline; internal codes (RC_BASIS_MISSING et al) no longer render in check rows, the Swedish message already cites the SKV felkod. - font-sans on the SkatteverketPanel validation eyebrow. * polish(vat): periodicity, year and quarter/month pickers as ContextPicker chips Founder feedback: the Arsvis dropdown should also be the rounded style. The cadence choice now lives behind a settings-style 'Period' chip (Manadsvis/Kvartalsvis/Arsvis with a check on the active one), and the year and quarter/month selects become chips too, so the whole momsdeklaration toolbar is chip-shaped: Period, 2026, Kvartal 3 (jul-sep) or Rakenskapsar 2026, then the black Exportera pill. The concrete period chip already implies the cadence, so the Period chip can stay label-only. --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Mattsson
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e11f70b347 |
Bug/gh issues fiz (#1103)
* refactor: optimize page loading and data fetching * fix: resolve recurring production runtime errors * feat: add MCP company and customer updates * fix: handle year-end tax adjustments * feat: harden annual report compliance * fix: expand invoice logo and font support * fix: sanitize API route error responses * fix: sanitize user-facing error messages * feat: persist onboarding and tax assessment notices * fix: reduce cloud backup audit churn * feat: refine invoice editor layout * fix: show saved tax adjustments in INK2 * fix: complete annual report API mappings * docs: record operational safeguards and decisions * fix: harden annual report review findings * fix: adjust column span for description based on VAT registration * New css class name |
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MattssonandClaude Fable 5
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7d7f604e00 |
Add/stripe invoice link (#998)
* feat(supplier-invoices): show registered invoices under "Att betala" with inline approve Registered supplier invoices are already booked as debt (2440) but were hidden from the "Att betala" tab until approved, which confused users. The tab now shows registered invoices too, marked "Ej godkand" with a compact inline approve button. Approval remains the gate for payment, not visibility; status model and approve API untouched. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(reports): add date range filter to huvudbok (kontoanalys) Mounts the existing ReportDateRange control on /reports/huvudbok so the ledger can be narrowed to any date range within the fiscal year, matching Fortnox kontoanalys. Lines before the range roll into each account's opening balance so running balances stay correct at the range start; lines after the range are dropped. Applies to the XLSX export too. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(invoices): add optional payment link on invoices (paste-link MVP) The user pastes a payment link created in their PSP dashboard (e.g. a Stripe Payment Link) onto an invoice. The recipient gets a "Betala online" button in the invoice email and a QR code + clickable link in the PDF payment box. No PSP integration server-side: this is the demand probe; a future Stripe Connect integration would auto-fill the same column. - invoices.payment_link_url (migration 20260709090000), https-only + 2048-char cap enforced in CreateInvoiceSchema; empty string normalises to undefined and build-invoice-write always writes a concrete value so clearing the field on a draft edit NULLs the column - editor field (real invoices only) with one-link-per-invoice hint; strings in sv+en (messages landed via e0e11066) - email button (customer.language, hidden for credit notes/proforma/ delivery notes, URL escaped for the href attribute) + URL in the plain-text part - PDF QR + link row following the Swish QR pattern; wired into send, download and preview routes - derived documents (credit note, proforma convert, recurring) do NOT copy the link: it encodes one amount for one specific invoice - MCP gnubok_create_invoice accepts payment_link_url (validated at staging and re-checked in the commit executor); v1 API exposes the column; tools/list token ceiling bumped 45K -> 45.5K (ledger entry in payload-size.bench.test.ts, headroom was <10 tokens) Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(invoices): show oresavrundning on editor/form totals, supplier list and invoice email The rounding logic (getDisplayTotal) was correct but only applied on the PDF, invoice list/detail and review dialog. The invoice editor summary, the supplier invoice form totals and the supplier invoice list showed the raw ore total right next to the toggle, and the invoice email said "Att betala" with the unrounded invoice.total while the attached PDF showed the rounded amount (and the email also ignored the ROT/RUT deduction). Extract the PDF's Att betala block into getAmountToPay (lib/invoices/rounding.ts) and point PDF + email at it so they cannot drift; behavior-identical refactor for the PDF. Booked amounts stay ore-exact; display-only as designed. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * test(reports): adapt huvudbok date-range tests to the two-step entry-lines fetch The date-range tests (0969168f) mocked the old single-query shape with the parent entry embedded on each line; main's refactor (fetchEntryLines) queries journal_entries first and reattaches. Queue entry rows like the other tests so the merge of the two features is actually exercised. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(invoices): fetch full invoice projection in v1 send so ROT/RUT deduction and payment link reach the PDF and email The v1 send route's hand-rolled column list omitted deduction_total, deduction_personnummer_last4, payment_link_url and the item-level ROT/RUT fields, so invoices sent via the public API overstated 'Att betala' and dropped the deduction box. Reuse the shared INVOICE_FULL_COLUMNS/INVOICE_ITEM_FULL_COLUMNS so the send row can never drift from the GET shape again. Also harden the supplier-invoice inline approve: a thrown fetch left the button stuck spinning; failures now refetch the true server state. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Jakob WennbergandClaude Sonnet 5
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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> |
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Jakob WennbergandClaude Fable 5
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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> --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Jakob WennbergandClaude Fable 5
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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> --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.8
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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> |
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Jakob WennbergandClaude Opus 4.8
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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) --------- Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com> |