* 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>
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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>
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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>
- 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>
