The duplicate (file-hash) error path returned an importId but the UI only
captured it for the duplicate_period branch, so users saw a misleading
"ta bort under Bokföring" message with no way to act on it. The replace
flow (and its BFL 5:5 audit trail) is identical in both cases, so expose
the existing button for both.
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* fix: prevent P&L accumulation when importing multi-year SIE files
The opening-balance fallback summed all prior journal lines without
distinguishing balance sheet (class 1-2) from P&L (class 3-8). When
users imported one SIE file per year without running year-end closing
between them, resultatkonton accumulated across years instead of
resetting at each räkenskapsårsskifte. Reported by a customer.
Skip class 3-8 in the fallback path. P&L accounts must reset to zero
each fiscal year (årets resultat → 2099 → equity).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* fix: only import unpaid supplier invoices from Fortnox
Fortnox's /supplierinvoices list endpoint doesn't reliably expose
FullyPaid, which caused historic paid invoices to be imported as
unpaid. Switch to the ?filter=unpaid query and surface that scope
in the migration options UI.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* feat: add processing_history table for behandlingshistorik
Append-only event log per BFNAR 2013:2 kap 8. Includes:
- processing_history table with seq, correlation/causation chaining,
aggregate (Document/BankTransaction/MatchProposal/Verifikation/etc.),
open event_type validated against processing_event_types registry.
- Immutability via audit_log_immutable trigger (no UPDATE/DELETE).
- RLS scoped to user_company_ids; writes via service role only.
- appendProcessingHistory() helper with PII guard rejecting payloads
containing personnummer/orgnr patterns.
- Shared TS types in types/index.ts.
No consumers wired yet — this is the persistence layer only.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* chore: add swedish-project-accounting skill
Reference skill covering projektredovisning: dimensional tagging,
WIP accounting, K2/K3 revenue recognition (successiv vinstavräkning,
färdigställandemetoden), entreprenadavtal, BAS patterns (1470,
1620, 2420, 2450, 4970), and SIE4 #DIM 6 encoding.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* fix: rename processing_history migration to avoid timestamp collision
Main already has 20260418120000_allow_retroactive_first_fiscal_year.sql
from #265. Bumping this migration's timestamp to 20260418130000 to
keep schema_migrations.version unique.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* fix: address Greptile review on processing_history
- Add BEFORE DELETE immutability trigger so the service role can't
silently remove rows. Mirrors the pattern from migration 014
(audit_log_no_update + audit_log_no_delete) and satisfies the
immutability claim in BFNAR 2013:2 kap 8. Delivered as a follow-up
migration since the original was already applied in some envs.
- Tighten PII patterns with \b word boundaries to avoid false
positives on Bankgiro numbers (123456-7890) and invoice references
like 202312-1234.
- Extend PII validation to actor.label, which previously bypassed
the payload guard despite the docblock explicitly forbidding
names/emails/personnummer there.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The enforce_period_start_day trigger and its sie-import pre-validation
rejected any non-first-of-month period_start whenever *any other* fiscal
period existed for the company. That blocked a real user flow: after
onboarding creates a default period (e.g. current year, day 1), importing
an SIE for an older förlängt första räkenskapsår (e.g. 2017-07-28 –
2018-12-31) failed with "Non-first fiscal period must start on the 1st
of a month".
Per BFL 3 kap., the chronologically first fiscal year is the one that
may be 6–18 months and start mid-month — which is a property of *when*
the period starts relative to others, not of insert order. The trigger
and pre-validation now allow mid-month start iff no existing period
starts earlier.
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* fix: update amount input handling to use Controller for better value management
* fix: replace Input with Controller for description field in expense items
* Update app/(dashboard)/expenses/new/page.tsx
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
* Update app/(dashboard)/expenses/new/page.tsx
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
* fix: restore broken Controller render wrappers in expense items
The previous two web-UI commits stripped the `render={({ field }) => (`
wrapper from the description Controller and the `<Input>` wrapper from
the amount Controller, causing a Turbopack parse error and failed
Vercel build.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* feat: optimize migration process with bulk reads and chunked inserts to improve performance
* feat: add SIE-import requirement banner for specific providers in migration workflow
* feat: enhance error handling in TIC API integration with structured HTTP responses
* Update components/extensions/general/ArcimMigrationWorkspace.tsx
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
---------
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
* fix: prevent silent data truncation in report generators
Supabase PostgREST silently truncates queries at 1000 rows. Several
report generators used bare .select() without fetchAllRows(), causing
incomplete financial data — a BFL compliance violation.
Wrapped 10 queries across 7 files with fetchAllRows():
- monthly-breakdown: journal_entry_lines (easily >1000/period)
- ar-ledger: unpaid invoices
- supplier-ledger: unpaid supplier invoices
- salary-journal: salary_run_employees (+ optimized with !inner join)
- vacation-liability: employees + salary_run_employees
- full-archive-export: document_attachments + journal_entry IDs
- ingest.ts: supplier invoices for auto-matching
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address Greptile review — try/catch and client-side safety checks
- Wrap full-archive-export document fetch in try/catch to match the
VAT section pattern — a failed document query should not prevent
the rest of the archive from being generated.
- Restore client-side year/status safety checks in salary-journal and
vacation-liability as defense-in-depth against PostgREST !inner
filter regressions, per BFL lönejournal and BFNAR 2016:10 compliance.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: invoice inbox extension — conversion, workspace UI, Gmail UX
Complete the invoice-inbox extension with full end-to-end flow:
- Add POST /items/:id/convert route to create supplier invoices from
classified inbox items, with accrual journal entry and document linking
- Add PATCH /items/:id/reject route to dismiss non-relevant items
- Add workspace UI at /e/general/invoice-inbox with items table,
status filtering, convert dialog, and match confirmation
- Add Gmail connection banner (connect/disconnect/status) in workspace
- Add one-click supplier creation from AI-extracted data
- Add transaction auto-matching with fuzzy name + currency-aware amount
- Add event emission (received, extracted, confirmed) on classification
- Redirect OAuth callback to workspace instead of /settings/banking
- Fix extension catch-all body clone for POST routes with path params
- Fix duplicate Löner nav entry from salary module merge
- Remove summary cards from expenses and supplier invoices pages
- Fix supplier-invoices/new amount input (valueAsNumber → Controller)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address Greptile review — company_id filters, currency guard, skipAuth clone
- Add company_id filter to reject route update (defense in depth)
- Add company_id filter to document_attachments journal entry link
- Guard sekMatch with tx.currency === 'SEK' to prevent false matches
- Clone request in skipAuth branch for consistency with auth branch
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: implement salary module with personnummer encryption, salary entries, tax tables, and AGI tracking
- Added personnummer encryption and decryption functions for secure storage.
- Created salary entries handling for journal entries including gross salary, tax withholding, and employer contributions.
- Implemented tax table lookup functionality for calculating tax amounts based on monthly income.
- Developed SQL migration for salary module including tables for payroll configuration, tax rates, employees, salary runs, salary run employees, salary line items, and AGI declarations.
- Established row-level security policies for all new tables to ensure company-scoped access.
* feat: add salary calculation modules for 2026
- Implemented engångsskatt calculation for one-time payments with tax brackets.
- Added löneväxling functionality for salary sacrifice to pension, including employer savings and warnings.
- Created pain.001 generator for salary batch payments in compliance with Swedish banking standards.
- Developed PDF template for payslips, including detailed breakdowns and employer costs.
- Generated seed data for Swedish tax tables for 2026, including SQL insert statements.
- Implemented traktamente calculations for per diem and mileage allowances, adhering to Skatteverket regulations.
- Added seed script for populating tax tables in the database.
* feat: Update meal reduction percentages in traktamente calculation
fix: Remove obsolete seed script for 2026 tax tables
feat: Extend SalaryRunStatus type to include 'corrected' status
feat: Implement KU10 XML generation endpoint for annual employee income statements
feat: Add endpoint for creating corrections to booked salary runs
feat: Implement endpoint for sending payslip PDFs to employees
feat: Create KU10 XML generator for annual reporting
feat: Add salary transaction matcher for auto-linking bank transactions to salary entries
chore: Add database migration for salary correction support
* feat: replace select elements with custom Select component for employment and salary types
* feat: enhance salary calculations with pension entry and avgifter category support
* feat: enhance employee management with salary type, tax status, and validation improvements
* feat: Implement AGI submission flow to Skatteverket
- Added AGI submission route to handle the submission process.
- Created AGI client for interacting with Skatteverket's API.
- Introduced AGI mappers to convert salary run data into the required AGI JSON payload format.
- Enhanced API client to support custom base URLs for Skatteverket API requests.
- Added types for AGI submission payload and validation results.
- Implemented tests for AGI mappers to ensure correct payload structure and data handling.
* feat: enhance salary module with Skatteverket integration and update dashboard navigation
* Update app/api/salary/runs/[id]/agi/submit/route.ts
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
* Update app/api/salary/runs/[id]/approve/route.ts
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
* feat: integrate write permission check and remove Skatteverket extension
---------
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
* fix: correct INK2R SRU sign convention and field ordering
Cost fields (7511-7528) were negated to negative values, but Skatteverket
expects positive values on the INK2R form. Updated the engine to keep
debit-normal income statement balances positive and adjusted all result
calculations accordingly. Also switched SRU field output from Object.keys()
to canonical Skatteverket ordering arrays.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address Greptile review — deduplicate code arrays, add disposition test
Remove duplicate ASSET_CODES/EQUITY_LIABILITY_CODES arrays from the engine
and import the canonical arrays from types.ts. Add test coverage for
bokslutsdispositioner fields (7524, 7525, 7419) to exercise the new
subtraction sign path.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add concurrency guards, account validation, and reversal side-effects to bookkeeping engine
Prevent double-booking via CAS guards on mark-paid and categorize routes (409 on conflict),
make payment GL entries blocking (AP/AR must match GL), validate account resolution in engine,
and auto-sync invoice status on payment reversal. Adds journal_entry.reversed event type.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address Greptile review — company_id filter, voucher gaps, status restore
- Add missing company_id filter on supplier-invoice CAS update (defense in depth)
- Add voucher_gap_explanations insert on CAS-cancelled entries in both mark-paid
routes (BFNAR 2013:2 compliance, matching categorize route pattern)
- Fix reversal status restore: check due_date to determine overdue vs sent/approved
instead of always reverting to sent/approved
- Rename shadowed reversedLines variable to originalLines (P2 clarity)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: derive reversal payment amount from payments table, not GL lines
The reversal GL entry is already a line-by-line mirror per BFL 5 kap 5§.
For the business-level invoice sync, use the payment record amount from
supplier_invoice_payments / invoice_payments instead of inspecting GL
account numbers — works identically for kontantmetod and faktureringsmetod
without needing to know which accounts were used.
Also adds company_id filter on all reversal sync queries (defense in depth).
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: allow reversal of partially_paid customer invoices
Widen the status filter from .eq('status', 'paid') to
.in('status', ['paid', 'partially_paid']) so that reversing a partial
payment GL entry correctly updates the invoice state.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: implement salary module with personnummer encryption, salary entries, tax tables, and AGI tracking
- Added personnummer encryption and decryption functions for secure storage.
- Created salary entries handling for journal entries including gross salary, tax withholding, and employer contributions.
- Implemented tax table lookup functionality for calculating tax amounts based on monthly income.
- Developed SQL migration for salary module including tables for payroll configuration, tax rates, employees, salary runs, salary run employees, salary line items, and AGI declarations.
- Established row-level security policies for all new tables to ensure company-scoped access.
* feat: add salary calculation modules for 2026
- Implemented engångsskatt calculation for one-time payments with tax brackets.
- Added löneväxling functionality for salary sacrifice to pension, including employer savings and warnings.
- Created pain.001 generator for salary batch payments in compliance with Swedish banking standards.
- Developed PDF template for payslips, including detailed breakdowns and employer costs.
- Generated seed data for Swedish tax tables for 2026, including SQL insert statements.
- Implemented traktamente calculations for per diem and mileage allowances, adhering to Skatteverket regulations.
- Added seed script for populating tax tables in the database.
* feat: Update meal reduction percentages in traktamente calculation
fix: Remove obsolete seed script for 2026 tax tables
feat: Extend SalaryRunStatus type to include 'corrected' status
feat: Implement KU10 XML generation endpoint for annual employee income statements
feat: Add endpoint for creating corrections to booked salary runs
feat: Implement endpoint for sending payslip PDFs to employees
feat: Create KU10 XML generator for annual reporting
feat: Add salary transaction matcher for auto-linking bank transactions to salary entries
chore: Add database migration for salary correction support
* feat: replace select elements with custom Select component for employment and salary types
* feat: enhance salary calculations with pension entry and avgifter category support
* feat: enhance banking settings with PSU type detection and error handling
* fix: improve error handling for bank connection and update access denial message
* feat: implement salary module with personnummer encryption, salary entries, tax tables, and AGI tracking
- Added personnummer encryption and decryption functions for secure storage.
- Created salary entries handling for journal entries including gross salary, tax withholding, and employer contributions.
- Implemented tax table lookup functionality for calculating tax amounts based on monthly income.
- Developed SQL migration for salary module including tables for payroll configuration, tax rates, employees, salary runs, salary run employees, salary line items, and AGI declarations.
- Established row-level security policies for all new tables to ensure company-scoped access.
* feat: add salary calculation modules for 2026
- Implemented engångsskatt calculation for one-time payments with tax brackets.
- Added löneväxling functionality for salary sacrifice to pension, including employer savings and warnings.
- Created pain.001 generator for salary batch payments in compliance with Swedish banking standards.
- Developed PDF template for payslips, including detailed breakdowns and employer costs.
- Generated seed data for Swedish tax tables for 2026, including SQL insert statements.
- Implemented traktamente calculations for per diem and mileage allowances, adhering to Skatteverket regulations.
- Added seed script for populating tax tables in the database.
* feat: Update meal reduction percentages in traktamente calculation
fix: Remove obsolete seed script for 2026 tax tables
feat: Extend SalaryRunStatus type to include 'corrected' status
feat: Implement KU10 XML generation endpoint for annual employee income statements
feat: Add endpoint for creating corrections to booked salary runs
feat: Implement endpoint for sending payslip PDFs to employees
feat: Create KU10 XML generator for annual reporting
feat: Add salary transaction matcher for auto-linking bank transactions to salary entries
chore: Add database migration for salary correction support
* feat: replace select elements with custom Select component for employment and salary types
* feat: enhance salary calculations with pension entry and avgifter category support
* chore: remove Sentry, consolidate migrations, add test coverage
Remove @sentry/nextjs and all Sentry integration code — error tracking
now handled by Recapt. Consolidate 22 incremental migrations into a
single schema sync migration. Add 6 new test suites (auth, invoice
matching, VAT rules, opening balances) and extend report tests with
edge cases. Update Docker image name to gnubok, sync crontabs and
extension presets, fix CSP missing space, simplify journal entry
missing-document dialog.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: remove viewer bank import migration never applied to production
20260413150000_viewer_bank_import_permissions.sql (PR #234) was merged
to main but never applied to the production database. It references
current_active_company_id() which does not exist in production either.
This breaks fresh installs and Supabase preview branches because the
migration runs before the consolidated schema sync.
Remove it so the migration chain matches production. The viewer bank
import RLS policies should be re-added in a future migration alongside
the helper functions they depend on.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: correct delete policies for tables without company_id column
Seven tables in the generic delete-policy loop don't have a direct
company_id column, causing fresh installs to fail with "column
company_id does not exist". Fix by moving them out of the loop:
- invoice_items, journal_entry_lines, receipt_line_items,
supplier_invoice_items → join through parent table
- extension_toggles, notification_settings, push_subscriptions →
user-scoped (auth.uid() = user_id)
All policies match their existing production definitions.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Implemented OpeningBalanceResultStep component to display results of the import process, including success messages and error handling.
- Created OpeningBalanceUploadStep component for file upload with drag-and-drop support, including validation for accepted file types.
- Developed column detection logic in column-detector.ts to identify account number, name, debit, credit, and balance columns based on headers and data.
- Added parser functionality in parser.ts to handle parsing of opening balance files, including validation and BAS account matching.
- Created tests for column detection and parsing logic to ensure accuracy and reliability.
- Defined types for detected columns and parsed rows in types.ts to improve type safety and clarity in the codebase.
* feat: implement viewer role permissions for bank transaction imports and connections
* feat: add booking_template_library table with 30 system templates
Three-level scoping (system/team/company), RLS policies for
read/write/delete, and pre-seeded templates for EU reverse charge,
tax account, private transfers, salary, representation, year-end,
VAT netting, and bank/finance scenarios.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add template library types, helpers, and tests
- BookingTemplateLibrary/Line/Category types in types/index.ts
- applyTemplate() converts template lines + amount into form lines
- Category labels, scope helpers for UI display
- 8 unit tests for amount calculation, VAT, rounding, and scope detection
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add booking template CRUD, export, and import API routes
- GET/POST/DELETE /api/settings/booking-templates (list, create, soft-delete)
- PUT /api/settings/booking-templates/[id] (update non-system templates)
- GET /api/settings/booking-templates/export (JSON download)
- POST /api/settings/booking-templates/import (bulk import from JSON)
All routes enforce auth, write permissions, and Zod validation.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add template picker UI and settings management panel
- BookingTemplatePicker: dialog with search, category/entity-type filter,
line preview, and amount input — integrated into JournalEntryForm
- BookingTemplatesPanel: settings page with grouped templates
(system/team/company), create dialog, export/import, soft-delete
- Settings templates page now shows both booking and counterparty templates
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* Update supabase/migrations/20260413160000_booking_template_library.sql
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
Three confirmed issues from user feedback:
1. Reverse charge preview now uses per-item VAT rates and correct accounts
(2645/2647, 2614/2624/2634) instead of hardcoded 25%/2614
2. Bank sync uses 90-day lookback on first sync (when last_synced_at is null)
instead of hardcoded 7 days for all syncs
3. Bank file import improvements:
- Shared date normalizer supporting DD.MM.YYYY, DD/MM/YYYY, YYYYMMDD
- Silent row skips now reported with reason in issues[]
- Decimal separator mismatch detection in generic CSV
- Swedish error message with format diagnostics on detection failure
- Date format selector in column mapping UI
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
The client-side lastInSeriesIds computation only sees the current page
of entries (20 at a time), producing false positives when the true last
voucher is on a different page or in a different fiscal period.
Delete is now only available from the detail page (/bookkeeping/[id])
where is_last_in_series is computed server-side from the full dataset.
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* Improve invite flow by replacing user listing with email existence check
* Refactor invite logic to redirect users based on account status and enhance email existence check permissions
* feat: delete last voucher, notes field, schema cache fix
Address three customer feedback items from William (wigu.se):
1. Delete last voucher per series (Fortnox model):
- New `delete_last_voucher` RPC with full safety checks (last-in-series,
open period, no references, owner/admin only)
- Session variable bypass for immutability/retention/line triggers
- Full JSONB audit trail (BFNAR 2013:2 behandlingshistorik)
- DELETE endpoint + UI with confirmation dialogs
- Storno restoration when deleting a reversal entry
2. Notes/comment field on vouchers:
- `notes` column on journal_entries (always-editable internal metadata)
- Immutability trigger updated to allow notes-only updates on posted entries
- PATCH endpoint, inline-edit UI on detail page, form textarea
3. Schema cache fix:
- NOTIFY pgrst applied to production (immediate fix)
- Retroactive migration + CLAUDE.md migration rule added
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address Greptile review — tighten trigger, lock voucher sequence
P1: The notes-only exception in enforce_journal_entry_immutability was
too broad — it only checked 7 verifikation fields, allowing silent
mutation of correction_of_id, reverses_id, reversed_by_id, committed_at,
and user_id on posted entries. Now guards all metadata fields; only
notes and updated_at may differ.
P2: Lock voucher_sequences row FOR UPDATE before the MAX(voucher_number)
check in delete_last_voucher to serialise against concurrent
commit_journal_entry calls, preventing voucher number gaps.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add fiscal period backward chaining and entry date validation
Support creating fiscal periods before the earliest existing period
(backward chaining) for backfill scenarios, alongside the existing
forward chaining. The engine now validates that entry dates fall within
the selected fiscal period, with a Swedish error message. The journal
entry form auto-selects the matching period and shows a warning with
a CreatePeriodDialog when no period covers the entry date.
* feat: support multi-bank-account for imports and reconciliation
Plumb a configurable settlement account through the entire bank import
pipeline — mapping engine, transaction entries, ingest, and
reconciliation — so secondary bank accounts (e.g. 1931, 1932) work
correctly instead of hardcoding 1930. Adds a get_unlinked_bank_lines
RPC that generalizes the existing get_unlinked_1930_lines with a
fallback for backwards compatibility. The bank file import UI now shows
a bank account selector when multiple 19xx accounts exist. Also adds
default_vat_code/sru_code to account creation and fixes uploadDocument
argument order in enable-banking sync.
* feat: allow replacing completed SIE imports
Users who import a SIE file, make adjustments in the source system, and
re-export can now replace the old import instead of being permanently
blocked by the "overlapping fiscal year" guard.
The old import's entries are cancelled (posted → cancelled) and the
import is marked as 'replaced'. Nothing is deleted — full audit trail
preserved per BFL 5 kap 5§ (rättelse) and BFNAR 2013:2 kap 8.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address Greptile review — atomic RPC, locked_at check
- P1: Wrap entry cancellation + import status update in a single DB RPC
(replace_sie_import) to prevent inconsistent state on partial failure
- P2: Check locked_at in addition to is_closed for fiscal period guard
- P2: Use RPC return value for accurate cancelled entry count
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* Implement company and account deletion features
- Add event types for company and account deletion to CoreEvent.
- Enhance Supabase middleware to handle company context resolution and cookie management for archived companies.
- Create API routes for deleting accounts and companies, including necessary validations and event emissions.
- Implement tests for account and company deletion endpoints to ensure proper functionality and error handling.
- Add retention notice component to inform users about bookkeeping data retention during destructive actions.
- Create database migrations to support soft deletion of companies and anonymization of user accounts, ensuring compliance with retention laws.
* feat: enhance account deletion process and update user notifications
* Add service client for onboarding completion check and update escape hatch visibility
* Enhance invite flow and email handling for company members
* Refactor company context and RLS policies for active company isolation
- Update `switchCompany` to remove unnecessary revalidation as client handles navigation.
- Revise `getActiveCompanyId` to prioritize `user_preferences` and validate against non-archived memberships.
- Modify `setActiveCompany` to ensure `user_preferences` is the authoritative source while maintaining cookie compatibility.
- Enhance middleware to resolve active company using `user_preferences` and fallback to first non-archived membership.
- Introduce new API route `/api/company/current` to fetch the active company ID for cross-tab synchronization.
- Implement `CompanyTabSync` component for real-time active company enforcement across tabs.
- Create migration for RLS policies to enforce single-active-company isolation using `current_active_company_id()`.
* feat: implement viewer role enforcement for write permissions
- Added `useCanWrite` hook to determine if the current user has write permissions based on their role in the active company.
- Updated various components (JournalEntryForm, CustomerForm, DeadlineForm, etc.) to disable write actions and show a lock icon with a tooltip for users without write permissions.
- Introduced `requireWritePermission` function to enforce write permissions at the API level, returning a 403 response for viewers.
- Created tests to verify the behavior of the viewer role and write permissions.
- Added database migration to enforce read-only access for viewers at the database level.
* Add default voucher series configuration for manual journal entries
* Implement company and account deletion features
- Add event types for company and account deletion to CoreEvent.
- Enhance Supabase middleware to handle company context resolution and cookie management for archived companies.
- Create API routes for deleting accounts and companies, including necessary validations and event emissions.
- Implement tests for account and company deletion endpoints to ensure proper functionality and error handling.
- Add retention notice component to inform users about bookkeeping data retention during destructive actions.
- Create database migrations to support soft deletion of companies and anonymization of user accounts, ensuring compliance with retention laws.
* feat: enhance account deletion process and update user notifications
* Add service client for onboarding completion check and update escape hatch visibility
* Enhance invite flow and email handling for company members
* Refactor company context and RLS policies for active company isolation
- Update `switchCompany` to remove unnecessary revalidation as client handles navigation.
- Revise `getActiveCompanyId` to prioritize `user_preferences` and validate against non-archived memberships.
- Modify `setActiveCompany` to ensure `user_preferences` is the authoritative source while maintaining cookie compatibility.
- Enhance middleware to resolve active company using `user_preferences` and fallback to first non-archived membership.
- Introduce new API route `/api/company/current` to fetch the active company ID for cross-tab synchronization.
- Implement `CompanyTabSync` component for real-time active company enforcement across tabs.
- Create migration for RLS policies to enforce single-active-company isolation using `current_active_company_id()`.
* feat: implement viewer role enforcement for write permissions
- Added `useCanWrite` hook to determine if the current user has write permissions based on their role in the active company.
- Updated various components (JournalEntryForm, CustomerForm, DeadlineForm, etc.) to disable write actions and show a lock icon with a tooltip for users without write permissions.
- Introduced `requireWritePermission` function to enforce write permissions at the API level, returning a 403 response for viewers.
- Created tests to verify the behavior of the viewer role and write permissions.
- Added database migration to enforce read-only access for viewers at the database level.
* fix: resolve INK2/NE entity_type from companies table fallback (#193)
The entity_type check in INK2 and NE-bilaga engines read from
company_settings where it is nullable, causing "only for aktiebolag"
errors when the column is null. Now falls back to companies.entity_type
(NOT NULL, always set). Reports page uses useCompany() context instead
of /api/settings for tab visibility.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address Greptile review — surface fallback errors, avoid direct mutation
- Surface Supabase errors in entity_type fallback queries instead of
silently swallowing them (ink2-engine, ne-engine)
- Use spread instead of direct mutation on Supabase result object
(settings route)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: use separate variable to avoid const reassignment in settings route
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: BankID graceful fallback, bank import fixes, and account deletion
- BankID: surface service_unavailable state in login/register with password
fallback messaging; structured error codes in tic extension; poll failure
counter in BankIdAuth avoids infinite retry when TIC API is down.
- Transactions: allow deleting unbooked bank-synced and imported transactions
(only posted entries remain protected); detect reconnect duplicates by also
checking unbooked bank-synced rows in content-based dedup.
- Enable Banking: key external_id by account iban/uid instead of connection id
so reconnects don't create duplicates.
- Bank import: detect SEB privatbanken CSV variant (Bokföringsdatum /
Valutadatum headers) via regex.
- Banking settings: replace full-screen sync loader with toast notifications.
- delete_user_account: raise statement_timeout, pre-clear NO ACTION FK
references, and disable audit/immutability triggers during CASCADE.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address Greptile review — ingest dedup scoping and migration EXCEPTION handler
- ingest: split buildExistingTransactionMap into two maps. Booked rows
(any source) remain consumed by any incoming raw transaction, but
unbooked enable_banking slots are only consumed when the incoming raw
transaction is also enable_banking. This preserves reconnect dedup
while preventing false positives where a pending bank-synced row
silently blocks a legitimately separate CSV row with the same
date/amount.
- delete_user_account: add EXCEPTION WHEN OTHERS handler that re-enables
every legally required enforcement trigger before re-raising. Postgres
transactional DDL already rolls back on abort, but the explicit guard
makes the intent unambiguous and covers sub-transaction edge cases so
enforcement triggers are never left disabled.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: enhance JournalEntryForm with currency selection and exchange rate fetching
- Added currency selection to JournalEntryForm, allowing users to choose from multiple currencies (SEK, EUR, USD, GBP, NOK, DKK).
- Implemented fetching of exchange rates from Riksbanken API based on selected currency and entry date.
- Updated calculations for foreign amounts and SEK equivalents based on user input and fetched exchange rates.
- Improved form handling to reset currency-related fields when switching back to SEK.
feat: refactor WelcomeOnboarding to streamline company creation process
- Replaced direct company switching with a new server action to create a company from onboarding data.
- Added validation for fiscal period during onboarding steps, allowing for mid-month starts for the first fiscal period.
- Enhanced error handling and rollback mechanisms to ensure data integrity during company creation.
fix: update Step3TaxRegistration to allow flexible first-year start dates
- Modified date selection to include day, month, and year for the first-year start date.
- Updated validation messages to reflect changes in fiscal year start date handling.
test: expand validate-period-duration tests for fiscal period validation
- Added tests to validate that mid-month starts are allowed for the first fiscal period.
- Ensured that subsequent periods must start on the 1st of the month and enforced maximum duration constraints.
feat: implement currency rate API endpoint
- Created a new API route to fetch exchange rates for specified currencies, ensuring user authentication.
- Validated currency input and handled errors for invalid requests.
chore: update database constraints for fiscal periods
- Modified database constraints to allow custom start dates for the first fiscal period while enforcing day-1 starts for subsequent periods.
* fix: implement computeFiscalPeriod function for onboarding and refactor JournalEntryForm
* Fixed date issue
* Added migration
* feat: enable company member invitations
Activate the invite form in company settings, show pending invitations,
fix the existing-user invite flow, and process invite tokens after login.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address Greptile review — MFA invite flow and secure cookie flag
Process invite token after MFA verification so MFA-enabled users
joining via invite are not silently dropped. Add secure flag on
the invite cookie when served over HTTPS.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* Add delete policies for provider consent tokens and provider OTC
* Add trade name support for companies in settings and documents
* Resolved currency selection issue
* Enhance invoice line display with foreign currency support and update delivery date schema to allow empty values
* Add currency display for journal entries and include currency metadata in transaction creation
* Add trade_name column to company_settings for external display
* feat: add INK2 declaration improvements, invoice delivery date, and Swedish compliance skills
Expand INK2 engine with full INK2S/INK2R support and improved SRU generation.
Add delivery_date field to invoices and corresponding PDF/migration support.
Add Claude skills for Swedish asset accounting, invoice compliance, SIE import/export, SRU filing, and tax planning.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address PR review — map BAS 4500–4899, strip CRLF in SRU, document P3
- Map BAS accounts 4500–4599 (legoarbeten), 4700–4899 (diverse
varuinköpskostnader) to SRU 7512 so they are not silently dropped
from INK2R declarations
- Strip \r\n in sanitizeString to prevent CRLF injection in SRU fields
- Document P3 period suffix limitation for brutet räkenskapsår
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: correct BAS 4500-4599, 4700-4899 mapping from 7512 to 7511
Per the official BAS-to-SRU mapping, these account ranges are cost of
goods (legoarbeten, inkurans, svinn) and belong under 7511 (Råvaror
och förnödenheter), not 7512 (Handelsvaror). 7512 remains 4600-4699.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: Swedish VAT compliance — representation VAT, domestic RC, full BAS 26xx mapping, SIE encoding
- Representation expenses now default to reduced_12 VAT (ML 13 kap 24-25 §§);
income tax deduction was abolished 2017 but VAT deduction at 12% remains
- Domestic reverse charge (byggtjänster etc.) uses 2647 instead of 2645,
with distinct line descriptions for Swedish vs EU/non-EU RC
- VAT declaration maps all BAS 26xx variant accounts (egna uttag 2612/2622/2632,
uthyrning 2613/2623/2633, VMB 2616/2626/2636, import 2615/2625/2635,
domestic RC 2647, frivillig skattskyldighet 2642) and revenue variants
(3108/3105/3004/3100) to correct momsdeklaration rutor
- SIE parser: remove unreliable #FORMAT PC8 encoding detection (most software
exports UTF-8 with PC8 header), parse #FLAGGA for import-already-done warning,
default SIE type to 1 when absent, fix RTRANS/BTRANS documentation
- SIE export: add #RAR -1 (previous fiscal year), fix UB = IB + movements
- Error messages: add pattern matching for locked period trigger errors
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address Greptile review — update ruta49 JSDoc, use null sentinel in error map
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: harden storno CAS guard, document integrity, and BFNAR archive compliance
- Storno: defer original→reversed until both entries succeed, add CAS guard
for concurrent reversals, use cancelEntry() instead of delete
- Document: add document.accessed event, enrich archive manifest with metadata,
add BFNAR 2013:2 systemdokumentation to full archive export
- Verify cron: run daily, configurable batch size, include company_id in audit
- Migrations: integrity audit actions, document version chain, metadata
immutability, audit deletions, fix immutability for posted/cancelled
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address Greptile review — allow is_current_version in immutability trigger, log cancelEntry errors
- Remove is_current_version from blocked fields in enforce_document_metadata_immutability
trigger so create_document_version RPC can supersede documents linked to posted entries
- Add error logging to cancelEntry for observability on cleanup failures
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add INK2 declaration improvements, invoice delivery date, and Swedish compliance skills
Expand INK2 engine with full INK2S/INK2R support and improved SRU generation.
Add delivery_date field to invoices and corresponding PDF/migration support.
Add Claude skills for Swedish asset accounting, invoice compliance, SIE import/export, SRU filing, and tax planning.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address PR review — map BAS 4500–4899, strip CRLF in SRU, document P3
- Map BAS accounts 4500–4599 (legoarbeten), 4700–4899 (diverse
varuinköpskostnader) to SRU 7512 so they are not silently dropped
from INK2R declarations
- Strip \r\n in sanitizeString to prevent CRLF injection in SRU fields
- Document P3 period suffix limitation for brutet räkenskapsår
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: correct BAS 4500-4599, 4700-4899 mapping from 7512 to 7511
Per the official BAS-to-SRU mapping, these account ranges are cost of
goods (legoarbeten, inkurans, svinn) and belong under 7511 (Råvaror
och förnödenheter), not 7512 (Handelsvaror). 7512 remains 4600-4699.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: Swedish VAT compliance — representation VAT, domestic RC, full BAS 26xx mapping, SIE encoding
- Representation expenses now default to reduced_12 VAT (ML 13 kap 24-25 §§);
income tax deduction was abolished 2017 but VAT deduction at 12% remains
- Domestic reverse charge (byggtjänster etc.) uses 2647 instead of 2645,
with distinct line descriptions for Swedish vs EU/non-EU RC
- VAT declaration maps all BAS 26xx variant accounts (egna uttag 2612/2622/2632,
uthyrning 2613/2623/2633, VMB 2616/2626/2636, import 2615/2625/2635,
domestic RC 2647, frivillig skattskyldighet 2642) and revenue variants
(3108/3105/3004/3100) to correct momsdeklaration rutor
- SIE parser: remove unreliable #FORMAT PC8 encoding detection (most software
exports UTF-8 with PC8 header), parse #FLAGGA for import-already-done warning,
default SIE type to 1 when absent, fix RTRANS/BTRANS documentation
- SIE export: add #RAR -1 (previous fiscal year), fix UB = IB + movements
- Error messages: add pattern matching for locked period trigger errors
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address Greptile review — update ruta49 JSDoc, use null sentinel in error map
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add INK2 declaration improvements, invoice delivery date, and Swedish compliance skills
Expand INK2 engine with full INK2S/INK2R support and improved SRU generation.
Add delivery_date field to invoices and corresponding PDF/migration support.
Add Claude skills for Swedish asset accounting, invoice compliance, SIE import/export, SRU filing, and tax planning.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address PR review — map BAS 4500–4899, strip CRLF in SRU, document P3
- Map BAS accounts 4500–4599 (legoarbeten), 4700–4899 (diverse
varuinköpskostnader) to SRU 7512 so they are not silently dropped
from INK2R declarations
- Strip \r\n in sanitizeString to prevent CRLF injection in SRU fields
- Document P3 period suffix limitation for brutet räkenskapsår
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: correct BAS 4500-4599, 4700-4899 mapping from 7512 to 7511
Per the official BAS-to-SRU mapping, these account ranges are cost of
goods (legoarbeten, inkurans, svinn) and belong under 7511 (Råvaror
och förnödenheter), not 7512 (Handelsvaror). 7512 remains 4600-4699.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* Refactor onboarding and dashboard logic; add silent team creation for users
- Removed unnecessary useCompany context in DashboardContent and SettingsSidebar components.
- Simplified onboarding setup logic to allow direct access to the dashboard for users without companies.
- Introduced WelcomeOnboarding component to handle user onboarding steps.
- Added migration to create silent teams for all users at signup, backfilling existing users without teams, and cleaning up incomplete companies.
* fix: update greeting logic and improve email handling in TIC extension
* Redirect to onboarding for users without companies and update onboarding flow
* Build issue fix
* Enhance onboarding experience by adding existing companies check
Add Claude Code skills for Swedish payroll and VAT compliance reference.
Initialize extension system in the support contact API route so email
service is available.
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: add rounding tolerance to INK2 balance check and clarify warnings
INK2/SRU rounds each ruta independently to whole kronor, so with 11+
rutor the accumulated rounding can produce a 1-2 kr difference that
triggered a false "balance sheet not in balance" warning. Add a 2 kr
tolerance. Also clarify the unclosed fiscal year warning to indicate
that generation still works.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: also warn when equity/liabilities exist but assets are zero
Address Greptile review feedback — the balance check guard should
trigger when either side has a non-zero total, not only when assets > 0.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: prevent bank sync loading screen from persisting forever
Replace isSyncing state guard with a ref to prevent the useEffect from
re-firing when sync state changes (race condition with router.replace
changing searchParams). Add AbortController with 2-minute timeout so
the fetch can't hang indefinitely on slow syncs.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: skip toast and state updates on unmount-abort
Add unmountedRef to distinguish timeout-abort from unmount-abort.
When the user navigates away mid-sync, silently bail instead of
showing the misleading "took too long" toast.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: enhance import data handling and consent management across components
* feat: Enhance SIE import functionality with validation and error handling improvements
- Added validation errors and warnings state management in SIEImportWizard.
- Improved error handling for duplicate, validation, and parsing errors during SIE file import.
- Enhanced user feedback with actionable guidance for common import errors.
- Updated SIEUploadStep to display validation errors and warnings.
- Improved error messages in API routes for better clarity and user experience.
- Added file size and type validation in the SIE parse route.
- Enhanced parsing logic to provide more detailed error messages for unbalanced vouchers and missing amounts.
- Created a new storage bucket for SIE file archival in Supabase with appropriate policies for user access.
- Updated tests to reflect changes in error messages and validation logic.
* fix: Improve type assertion for response in getPage method
* Update extensions/general/arcim-migration/lib/migration-orchestrator.ts
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
* Update supabase/migrations/20260408130000_sie_files_storage_bucket.sql
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
* fix: Add company ID verification for consent handling in accept and disconnect endpoints
---------
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
* fix: add rounding tolerance to INK2 balance check and clarify warnings
INK2/SRU rounds each ruta independently to whole kronor, so with 11+
rutor the accumulated rounding can produce a 1-2 kr difference that
triggered a false "balance sheet not in balance" warning. Add a 2 kr
tolerance. Also clarify the unclosed fiscal year warning to indicate
that generation still works.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: also warn when equity/liabilities exist but assets are zero
Address Greptile review feedback — the balance check guard should
trigger when either side has a non-zero total, not only when assets > 0.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: support Nordea Datum CSV variant and add bank sync loading screen
Add 4th Nordea Business CSV format variant that uses standalone "Datum"
column header and YYYY/MM/DD date format. Also replace fire-and-forget
bank sync with an awaited flow showing a loading screen after first
bank connection, preventing users from navigating away before sync
completes.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address PR review feedback — cleanup timeout, deps, naming
- Clear success setTimeout on unmount via useRef to prevent stale updates
- Add isSyncing to useEffect dependency array for Strict Mode safety
- Rename headers_detect to headersDetect (camelCase consistency)
- Remove redundant toLowerCase() since firstLine is already lowercased
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Previously the mobile deep link used the current URL as redirect,
causing BankID to open a new browser tab after auth instead of
returning to the original. Now uses redirect=null so the user
switches back manually and the polling picks up completion.
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add BankID authentication via TIC Identity API
Integrate BankID as a login/signup method using the TIC Identity API.
Users can authenticate with BankID QR codes (desktop) or deep links (mobile),
link BankID to existing accounts, and skip TOTP MFA when BankID is linked.
Removes Step 0 (role choice) from onboarding for all users. Adds enrichment
data support for pre-filling company details from Bolagsverket during signup.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address PR review — server-side rate limit, unlink clears MFA bypass
- Add per-IP rate limit (5s cooldown) on /bankid/start to prevent
unbounded billable TIC sessions from unauthenticated callers
- Add /bankid/unlink endpoint that deletes bankid_identities AND clears
app_metadata.bankid_linked so MFA enforcement resumes after unlink
- Update BankIdSettings to call server-side unlink instead of client-side delete
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: move rate limiter to module scope, add BankID logo and year-end skill
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: request explicit page size from Enable Banking API to fetch all transactions
The API defaults to ~10 transactions per page when no limit is specified,
causing incomplete syncs for users with more transactions.
* fix: enhance DELETE operations and add missing RLS policies for multi-tenant support
* fix: make new user checklist mobile responsive
Adjust spacing, padding, typography, and indentation for small screens
so the onboarding welcome screen works well on mobile devices.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: make expenses and bookkeeping verification views mobile responsive
- Expenses/new: stack form grids on mobile, replace line items table with
card layout, full-width action buttons
- Expenses/[id]: stack header and actions, card layout for line items and
payments, single-column info grid on mobile
- JournalEntryList: unify verification lines into card layout for all
screen sizes, hide redundant line descriptions that duplicate account
name or entry description, stack filter bar and action buttons on mobile
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: remove stray )); in provider_consents migration
Syntax error on line 35 caused MIGRATIONS_FAILED on the Supabase staging branch.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: enhance mobile responsiveness for invoices page and update dialog styles
* fix: make arcim migration active connections card mobile responsive
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: make new user checklist mobile responsive
Adjust spacing, padding, typography, and indentation for small screens
so the onboarding welcome screen works well on mobile devices.
* fix: make expenses and bookkeeping verification views mobile responsive
- Expenses/new: stack form grids on mobile, replace line items table with
card layout, full-width action buttons
- Expenses/[id]: stack header and actions, card layout for line items and
payments, single-column info grid on mobile
- JournalEntryList: unify verification lines into card layout for all
screen sizes, hide redundant line descriptions that duplicate account
name or entry description, stack filter bar and action buttons on mobile
* fix: remove stray )); in provider_consents migration
Syntax error on line 35 caused MIGRATIONS_FAILED on the Supabase staging branch.
* fix: enhance mobile responsiveness for invoices page and update dialog styles
* fix: MCP OAuth 303 redirect, send dialog auto-close, bank details null payload
- OAuth authorize: use 303 See Other instead of default 307, which
preserved POST method and caused Claude's callback to return 405
- SendInvoiceDialog: close dialog and show toast after email send
instead of leaving a success message that requires manual close
- BankDetailsSetupDialog: omit empty fields from payload instead of
sending null, which fails Zod validation on non-nullable schema fields
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* refactor: remove dead sentMessage state and fix stale comment
Remove sentMessage state, its success banner JSX, and the CheckCircle2
import — all unreachable after the dialog now auto-closes on email send.
Fix stale "to null" comment in BankDetailsSetupDialog.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: support Nordea Business CSV variants, polish API keys UI, fix transaction categorization
- Extend Nordea Business bank file parser to handle three CSV export
formats (classic, Betalare/Mottagare variant, Bokföringsdatum variant)
with proper detection guards against SEB/LF misidentification
- Rework ApiKeysPanel: add CopyBlock component, destructive confirm on
revoke, collapsible API-key-based connection methods, Claude.ai OAuth
instructions as recommended path, simplified scope badges
- Stop deriving is_business from category on manual transaction creation;
set null so categorization flow handles it correctly
- Show categorize button when journal_entry_id is missing regardless of
is_business value
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address PR review — await clipboard, fix zero-scope label, simplify condition
- Await navigator.clipboard.writeText and catch failures
- Change zero-scope label from "Enbart läs" to "Inga behörigheter"
- Simplify redundant ternary condition in TransactionHistoryList
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: repair broken ternary in TransactionHistoryList JSX
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* refactor: remove unnecessary secondary action from EmptyInvoices component
* feat: add direct provider layer and provider_consents migration
Replace Arcim Sync gateway dependency with direct provider clients
for Fortnox, Visma, Briox, Bokio, and Björn Lundén. Adds OAuth
config, rate limiting, retry logic, data fetching, and consent
storage via new provider_consents/tokens/otc tables.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* refactor: migrate arcim extension to direct provider APIs
Replace Arcim Sync gateway calls with direct provider API access.
Use FortnoxClient.getText() for SIE endpoints that return plain text
instead of JSON. OAuth callback now returns HTML with postMessage
to communicate with the opener window instead of redirecting.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: use OAuth popup window instead of new tab
Open provider login in a centered popup that auto-closes on
completion via postMessage, keeping the user on a single tab.
Falls back to redirect flow if popup is blocked.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add connection status, consent reuse, and SIE duplicate detection
- Add listConsents() to query active consents by company
- Add GET /status route returning consents, SIE import history, and
entity counts
- /connect reuses existing accepted consent instead of creating
duplicates, and cleans up abandoned (status 0) consents
- /status only returns accepted (status 1) consents
- /sie-data checks each file's SHA-256 hash against sie_imports to
report per-file import status (alreadyImported, importedAt)
- /sie-data blocks on SIE validation failure (mirrors manual upload)
- /import-sie validates unmapped accounts and auto-activates missing
BAS accounts in chart_of_accounts (mirrors manual upload)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: show active connections, SIE file status, and smart re-sync UI
- ProviderStep shows active connections with last import date, entity
counts, "Synka igen" button, and disconnect option
- Already-connected providers greyed out in selection grid
- OptionsStep shows per-fiscal-year import status (imported vs new)
- SIE toggle disabled with explanation when all files already imported
- handleStartMigration skips already-imported SIE files
- Auto-skip mapping step and disable SIE on re-sync when up to date
- Result step hides empty "0 importerade" rows and shows
"Allt är uppdaterat" when nothing new was fetched
- OptionRow supports disabled state
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: adjust COMING_SOON_PROVIDERS based on NODE_ENV for development and production
* Removed duplicate
* Removed duplicate
* refactor: redesign reports page navigation from grid boxes to bordered card layout
Replace the 4-column grid of uneven TabsList boxes with a CSS grid card
using auto-sized columns separated by 1px border dividers. All sections
now share equal height via items-stretch, with clear visual separation
between groups.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* chore: trigger Vercel deployment
* Update supabase/migrations/20260402010000_provider_consents.sql
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
* Update lib/providers/rate-limiter.ts
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
* chore: re-trigger checks after migration sync
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Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
* fix: MCP OAuth 303 redirect, send dialog auto-close, bank details null payload
- OAuth authorize: use 303 See Other instead of default 307, which
preserved POST method and caused Claude's callback to return 405
- SendInvoiceDialog: close dialog and show toast after email send
instead of leaving a success message that requires manual close
- BankDetailsSetupDialog: omit empty fields from payload instead of
sending null, which fails Zod validation on non-nullable schema fields
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* refactor: remove dead sentMessage state and fix stale comment
Remove sentMessage state, its success banner JSX, and the CheckCircle2
import — all unreachable after the dialog now auto-closes on email send.
Fix stale "to null" comment in BankDetailsSetupDialog.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: always use business PSU type for bank connections
EF (sole trader) users connecting to Nordea got personal accounts
because psu_type was set to 'personal' based on entity_type. Since
gnubok is accounting software, all bank connections should use
'business' PSU type regardless of entity type.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: document inbox extension with AI classification
Add invoice-inbox extension for email-based document processing with
AI-powered classification, supplier matching, and inbox management.
Includes MCP tools for document upload/listing, migration, and
supporting changes across document service, API keys, and banking.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: disable invoice-inbox extension, use dynamic import in MCP server
Keep invoice-inbox out of extensions.config.json until ready for
production. MCP server now dynamically imports classifyDocument to
avoid breaking when the extension is disabled.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: correct file size error message in invoice-inbox upload
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: sanitize document filenames and add server-side upload validation
Filenames with spaces or non-ASCII characters (e.g. Swedish ö, ä, å) caused
Supabase Storage to reject uploads with "Invalid key". This adds filename
sanitization, server-side size/type validation on both upload routes, and
fixes a duplicate-filename race condition in the upload UI.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: require MIME type and handle empty sanitized filenames
Address review feedback:
- MIME type check now rejects files with missing/empty Content-Type
instead of silently allowing them through
- Fallback to 'file' when sanitized base is empty (e.g. ööö.pdf)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
90 days missed transactions from late December for users connecting
in early April.
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
