* fix: consolidate commit_journal_entry to single 4-arg signature
Replaces the phantom-overload drop migration with an idempotent consolidation
that leaves only the 4-arg-with-defaults signature, callable with either 2 or
4 named args. Fixes the "Could not choose the best candidate function"
ambiguity caused when the commit-metadata migration CREATE OR REPLACE'd a
4-arg version alongside the existing 2-arg one.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* feat: preserve SIE source voucher identity on journal entries
Adds source_voucher_series / source_voucher_number columns to journal_entries
so per-verifikat traceability survives the importer's skip-empty-voucher
logic. The SIE importer populates the original series/number even when
skipped vouchers cause gnubok's target numbering to drift from the source
file's sequence. Required for BFNAR 2013:2 kap 8 behandlingshistorik.
- Migration adds columns + partial index + extends immutability trigger
- importVouchers() records rawSeries/rawNumber per voucher
- JournalEntry type + test fixtures gain the new fields
- Bookkeeping detail page surfaces "Ursprungligt verifikat" when present
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* feat: polish invoice-inbox workspace for production use
- Bedrock image fit: shrink images > 5 MB via sharp before Bedrock upload
so HEIC/high-res phone photos don't fail with the 5 MB cap
- Swedish error mapping: toSwedishInboxError translates Bedrock /
infrastructure errors to Swedish sentences stored in error_message
- History timeline endpoint (GET /items/:id/history) returns the
processing_history events correlated to the inbox item
- Workspace UI: inline diagnostic timeline inside the convert dialog,
same-email row grouping ("+N dokument" chip), inferred-VAT affordance
with "needs review" signalling, Riksbanken exchange-rate prefill for
foreign-currency invoices so the supplier-invoice create path populates
*_sek audit columns
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* feat: extend inbox-smart-match to supplier invoices
Both receipts and supplier invoices expose structurally identical match
anchors (date, amount, currency, counterparty name) so the matcher can
reuse the same narrowing + LLM prompt. Adds getMatchAnchors() as a shared
extractor across ReceiptExtractionResult / InvoiceExtractionResult, and
updates the event handlers to process supplier_invoice items alongside
receipts. LLM prompt re-phrased as "dokument" rather than "kvitto" and
loosened the date-window heuristic since invoice payments can lag behind
the invoice date by weeks.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* refactor: drop unused category selector from TransactionForm
The manual "Lägg till transaktion" dialog predates the current categorization
flow (SwipeCategorizationView, BatchCategorySelector, AI suggestions). The
category dropdown here never drove journal-entry creation — onSubmit fanned
it out to CreateTransactionInput.category, which is optional. Removes the
dropdown, the unused watch() hook, and the categories lookup table.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* fix(migrations): restore drop-phantom file and rebump timestamps
Supabase branch DB failed with PK violation on schema_migrations because
my two migrations collided with timestamps already on main:
20260421120000 → journal_entries_with_related_rpc (PR #298)
20260421130000 → drop_legacy_supplier_invoice_user_id_uniqueness (PR #296)
Rebumped to 20260421140000 and 20260421150000 so each migration has a
unique version (Supabase uses only the 14-digit prefix as the PK).
Also restored the 20260420130000_drop_phantom_commit_journal_entry_overload
migration I had deleted — CLAUDE.md rule #5 forbids modifying existing
migrations. My consolidate migration is still compatible: drop_phantom
drops the 4-arg overload (no-op where absent), then consolidate recreates
it with defaults.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* fix(inbox-smart-match): anchor invoices on dueDate with wider window
The original ±7d window around invoiceDate filtered out all real payments
for invoices with standard 30–60 day terms — the matcher would see zero
candidates before the LLM was called, making the supplier-invoice matcher
effectively dead.
New anchor selection:
- Receipts: receipt date ±7 days (unchanged; paid on the spot)
- Invoices with dueDate: dueDate ±14 days (covers early/late payments)
- Invoices without dueDate: invoiceDate -7/+45 days (covers 30-day terms)
MatchAnchors now carries windowDaysBefore/After so the window can vary per
document shape. Added three getMatchAnchors tests asserting window sizes.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
appendProcessingHistory was accepting a caller-provided SupabaseClient,
but processing_history has no INSERT RLS policy (by design — audit trail
writes should not be user-controllable). Extension handlers pass the
authenticated user client (ctx.supabase), which caused silent RLS
violations caught by try-catch — the audit trail was wired up but empty.
Switch to creating a service-role client internally, matching the
existing event_log pattern (event-log-handler.ts uses
createServiceClientNoCookies). Remove the supabase parameter from both
appendProcessingHistory and appendProcessingHistoryBatch. Update all
5 call sites in invoice-inbox and inbox-smart-match.
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: multi-series SIE import, reusable FiscalYearSelector, library templates in picker
- SIE import preserves each voucher's source series (B/C/I/V/...), essential
for Fortnox migrations where series carry semantic meaning (kundfakturor,
inbetalningar, etc.). Target numbering still goes through next_voucher_number
per series; source (series, number) is stored in the migration mapping for
BFNAR 2013:2 audit trail.
- Execute route reads company_settings.default_voucher_series as the fallback
for vouchers arriving without a series (SIE4I).
- Extract shared FiscalYearSelector component; adopt in /reports and
/bookkeeping.
- Transaction TemplatePicker now surfaces user-created library templates
(company + team scope) alongside the static registry, with a helper to
convert simple library templates into the BookingTemplate shape.
- Exclude 8999 "Årets resultat" from income statement financial section and
monthly breakdown so year-end closing entries don't cancel the net result.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* test: skip Bokio SIE regression when fixtures are absent
/dev_docs is gitignored (contains anonymised customer exports), so the
integration test can't find its input files in CI. Gate the suite on
fixture presence so it still runs locally.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* fix: address Greptile review feedback
- convertLibraryToBookingTemplate: default entity_applicability to 'all'
when the source template has no entity_type, so TemplatePicker doesn't
silently hide it for companies with a set entity type.
- FiscalYearSelector: fire onReady in the no-company early-return branch
so consumers (e.g. ReportsPage) don't get stuck in a loading skeleton
while the company context is still hydrating.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* feat: arcim inbox + smart-match extension + commit metadata
Three threads, all gated off in extensions.config.json (invoice-inbox and
inbox-smart-match are not in the enabled list for this PR).
invoice-inbox: Gmail OAuth -> Resend Inbound (v2.0.0)
- Remove gmail-scanner / gmail-helpers
- Add resend-inbound.ts (webhook verify, attachment fetch) and
inbox-provisioning.ts (per-company @arcim.io address with rotation)
- Replace /gmail/* routes with /inbox/address and admin-only /inbox/rotate
- Workspace UI: card layout + MatchBlock surfacing AI transaction matches
- classify-document: tightened discount/total prompt; cap confidence at
50% when line items do not reconcile with amount_incl_vat
- Manifest requires RESEND_API_KEY, RESEND_INBOUND_DOMAIN,
RESEND_INBOUND_WEBHOOK_SECRET
inbox-smart-match (new extension)
- Event-driven AI matching of receipts to bank transactions
- Listens on inbox_item.classified (match now) and transaction.synced
(retro-match receipts waiting for a transaction)
- Uses service-role client; processing_history append is scoped by
company_id from the event payload
commit metadata + audit plumbing
- journal_entries gains commit_method and rubric_version columns
- commit_journal_entry RPC accepts both (BFNAR 2013:2 behandlingshistorik)
- processing-history PII detector strips UUID-shaped substrings before
personnummer pattern matching (UUIDs were triggering false positives)
- New generic inbox_item.classified event
Migrations
- arcim_inbox: company_inboxes table, resend_email_id, email_body_text,
auto-provision trigger, drops obsolete email_connections
- journal_entry_commit_metadata: new columns + updated RPC
- inbox_attachment_composite: resend_attachment_id + composite unique index
- inbox_smart_match: correlation_id, match_reasoning, expanded match_method
CHECK, pending-match and correlation indexes
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.7 (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>
* 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>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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>
* feat: multi-tenant company refactor (GNU-19)
Introduce companies table, company_members, and user_preferences to
support multiple companies per user. All data scoping changes from
user_id to company_id across the entire codebase.
Key changes:
- Database migration: new tables, company_id on 40+ tables, backfill,
RLS rewrite from user_id to company-member-based, updated RPCs
- Types: Company, CompanyMember, CompanyRole, UserPreferences types;
company_id added to all entity interfaces; companyId on all events
- Engine: all 7 core functions take companyId; storno, period, year-end
services updated; 16 report generators updated
- Middleware: company context resolution (cookie → prefs → first company)
- API routes: ~120 routes updated with requireCompanyId()
- Frontend: CompanyProvider context, layout/dashboard/onboarding updated
- Extensions: context factory, 9 extensions, all lib files updated
- Tests: 1880 tests passing, all helpers updated with company_id defaults
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add database migrations for multi-tenant company and team system (GNU-19)
Adds company_invitations, company creation RPC, team_members, account
deletion RPC, and teams table refactor migrations. Updates base
multi-tenant migration with cascading FKs and onboarding_step column.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add team types and update core infrastructure for multi-tenancy (GNU-19)
Adds TeamRole, MemberSource, and Team types. Refactors Supabase service
client to be stateless, updates middleware for team-aware routing, extends
CompanyContext with team/role fields, and updates extension service types
to accept companyId.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* refactor: thread company_id through business logic functions (GNU-19)
Replaces user_id scoping with company_id across all lib modules:
bookkeeping, documents, transactions, invoices, reconciliation, tax,
deadlines, and import. Updates corresponding tests.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* refactor: thread company_id through API routes and extensions (GNU-19)
Updates all existing API routes to extract and pass companyId. Updates
enable-banking and arcim-migration extensions for company-scoped
transaction ingestion and sync.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add company and team management API routes (GNU-19)
Adds CRUD endpoints for company members, company invitations, team
members, and team invitations. Includes invite token utilities, email
templates, and company switch server action.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add team/company UI components, pages, and dashboard updates (GNU-19)
Adds CompanySwitcher, ConsultantEmptyState, Step0RoleChoice, company
members and team management panels. Updates dashboard layout for
team-aware routing, onboarding for multi-step role choice, and auth
callback for team invite acceptance. Ignores supabase/.branches/.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: add null guards for company in import page (GNU-19)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: move appUrl declaration to outer scope in invite route (GNU-19)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: add optional chaining for company.name in members section (GNU-19)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: add optional chaining for second company.name in members section (GNU-19)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: add null guards for company in extension components (GNU-19)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: pass companyId to executeSIEImport in arcim-migration extension (GNU-19)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: update tests to use companyId instead of userId and improve type handling
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Update BAS account catalog with comprehensive SRU codes and K2 flags
- Add currency revaluation service with tests and API route
- Add expenses page and account deletion API
- Enhance booking templates with new patterns and improved tests
- Improve transaction categorization with template picker and description matching
- Polish dashboard, onboarding, import, and transaction UIs
- Refactor year-end service for multi-step closing
- Move SRU generator to ne-bilaga, remove standalone SRU export
- Remove unused dev docs, mock data, and extension hooks
- Add invoice delivery note sequences migration
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Add currency-utils module for SEK conversion with exchange rates
- Refactor createJournalEntry to use draft+commit flow preventing voucher number gaps (BFL 5 kap. 7§)
- Add foreign currency support to invoice entries with per-line SEK conversion
- Centralize category-to-account mapping into single source of truth
- Refactor invoice inbox to use shared document analyzer with document type classification (receipt, supplier invoice, government letter)
- Update mapping engine, supplier invoice entries, and transaction entries
- Fix report component rendering issues
- Add new validation schemas and tests
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Add inline new supplier form in InboxDetailDialog with pre-populated
fields from AI extraction
- Support new_supplier payload in confirm endpoint to create suppliers
with user-editable fields (type, org number, bankgiro, etc.)
- Improve line item amount calculation using cross-checked extraction totals
- Remove unused estimateProductValue function and LangChain imports
from receipt-analyzer
- Add debug logging to invoice inbox confirm flow
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Remove all sector-specific extensions (construction, ecommerce, export,
hotel, restaurant, tech) — only general-purpose extensions remain
- Move NE-bilaga and SRU export from extensions to core reports (lib/reports/)
- Move moms-box-mapping from extensions/export/shared to lib/vat/
- Replace per-extension API routes with catch-all dispatcher
(app/api/extensions/ext/[...path]/route.ts)
- Add manifest.json for each extension with metadata, env vars, and deps
- Add api-routes.ts pattern for extension-defined API endpoints
- Add code generation scripts (generate-extension-registry, create-extension)
- Add extensions.config.json for opt-in extension loading
- Add extensions.schema.json for config validation
- Add email service interface with noop default (lib/email/service.ts)
- Add CI workflow (core-build.yml) to verify core builds with zero extensions
- Add migration 045: expand account_type CHECK for untaxed_reserves
- Update CLAUDE.md with comprehensive extension system documentation
- Update all report engines and bookkeeping services for new imports
- Clean up extensions.schema.json to only list existing extensions
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Expand BAS reference from ~180 to ~1,276 accounts (full BAS Kontoplan 2026)
with K2 exclusion flags, per-class data files, and computed SRU codes
- Evolve invoice inbox into unified document inbox handling invoices, receipts,
and government letters with AI-powered classification (Claude Haiku Vision)
- Add multi-pass document-to-transaction matching engine with greedy assignment
for both supplier invoices (reference/amount/date/name) and receipts
(weighted amount/merchant/date scoring)
- Add supplier invoice matching in transaction ingest pipeline
- Inject booking template suggestions into AI extraction prompts
- Surface matched documents in swipe categorization UI with one-tap booking
- Auto-activate missing BAS accounts during SIE import against full reference
- Add K2 filter toggle in Chart of Accounts manager
- Add receipt confirmation route with BFNAR representation fields
- Add database migrations for K2 support and document matching columns
- Remove obsolete extension migration scripts
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Reduce booking template library to eliminate duplicate suggestions when
users describe transactions. Templates with identical accounting treatment
(same account + VAT) are merged, keywords consolidated, and the entire
subscriptions group is eliminated. Also includes prior work on reports,
extensions, and transaction improvements.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Enrich ExtensionContext with supabase, emit(), settings, storage, log,
and services so extensions can receive everything through dependency
injection instead of importing core modules directly.
- Add context factory and inject context into event handlers via registry
- Move supplier invoice journal entry creation to core event handler
- Add services.ingestTransactions to ExtensionContext for enable-banking
- Create catch-all API route for extension-declared apiRoutes
- Migrate 5 extensions to accept context with dynamic import fallbacks
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
