Commit Graph
6 Commits
Author SHA1 Message Date
Mattsson d484c341a4 Psu type configuration (#248)
* 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
2026-04-15 13:48:08 +02:00
Jakob WennbergandClaude Opus 4.6 bca00cc5bd fix: BankID fallback, bank import fixes, account deletion (#216)
* 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>

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Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-11 13:02:50 +02:00
Jakob WennbergandClaude Opus 4.6 0baeea303f fix: prevent bank sync loading screen from persisting forever (#201)
* 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>

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Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-08 20:44:40 +02:00
Jakob WennbergandClaude Opus 4.6 20818e3283 fix: Nordea Datum CSV variant + bank sync loading screen (#195)
* 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>

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Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-08 15:02:18 +02:00
Jakob WennbergandClaude Opus 4.6 f95e6437f2 fix: increase initial bank sync window from 90 to 120 days (#170)
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>
2026-04-03 13:53:29 +02:00
Jakob WennbergandClaude Opus 4.6 d0b3f21bde feat: remove AI extensions, restructure settings, and add atomic voucher commits (#157)
Remove AI-dependent extensions (ai-chat, ai-categorization, receipt-ocr,
invoice-inbox) and their infrastructure (lib/ai/*, ai-consent, LangChain/
Anthropic/OpenAI deps) to simplify core and reduce bundle size.

Restructure monolithic settings page into dedicated sub-pages (company,
bookkeeping, invoicing, tax, banking, api, account, team, templates) with
shared layout and sidebar navigation.

Add atomic commit_journal_entry RPC so voucher number increment and status
update happen in a single transaction — prevents burned numbers on constraint
failures. Add continuity check report and voucher gap explanation tracking.

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-01 17:08:00 +02:00