* 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>
* 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>
* 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>
---------
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>
---------
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>
* fix: include reversed entries in all reports (general ledger, trial balance, VAT, SIE, NE, INK2)
Reversed entries (storno) must appear alongside their original posted entries
in reports for a complete audit trail. Previously, filtering by status='posted'
excluded them, causing discrepancies when corrections had been made.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: semi-manual invoice payment booking with editable journal lines
When marking an invoice as paid, users now see a dialog where they can:
- Choose which bank/cash account the payment goes to (1910, 1920, 1930, etc.)
- Review and edit the proposed journal entry lines before committing
- The happy path remains fast — lines are pre-filled correctly
Implementation:
- Pure proposePaymentLines() function for line computation (accrual + cash)
- PaymentBookingDialog with AccountCombobox, balance validation, date picker
- API accepts optional custom lines, falls back to auto-generation without them
- 18 tests (8 unit + 10 API) all passing
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address Greptile review — validation fallback, balance check, error handling
- P1: Return 400 on invalid body instead of silently falling back to
auto-generated lines (split JSON parse from schema validation)
- P1: Add server-side balance check for custom lines before committing
(debit must equal credit, totalDebit > 0)
- P2: Wrap PaymentBookingDialog init() in try/catch with toast on
failure and auto-close instead of silent empty state
- Add 2 new tests: unbalanced lines → 400, invalid schema → 400
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- SIE parser: Windows-1252 and CP437 encoding detection and decoding
- Bank file parser: add Nordea Business (Företag) CSV format
- Bank file parser: improve format detection for SEB, Länsförsäkringar, generic CSV
- INK2 engine: calculate årets resultat (7222) from income statement for open fiscal years
- Dashboard: parallel Supabase queries, simplified dashboard page
- Fix Swedish characters (å, ä, ö) in BAS data descriptions, validation messages, AI consent disclosures
- Import wizard UI improvements across all steps
- Migration: add 'bas_range' match type to sie_account_mappings constraint
- Extensive new tests for SIE parser encoding and bank file parser
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
Broad update across dashboard pages, components, extensions, and lib code. Includes ESLint config additions, onboarding flow redesign, settings page refactor, help page content expansion, dead code removal, and test mock fixes. Adds dev docs and public assets.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Fix VAT declaration ruta mappings to match SKV 4700 form correctly
(ruta 05 = total taxable sales, ruta 10/11/12 = output VAT per rate)
- Add INK2 declaration report for aktiebolag with SRU export
- Add full archive ZIP export for 7-year retention compliance
- Add AI consent gate requiring user approval before AI extension API calls
- Add DPA and privacy policy public pages
- Add audit trail API routes
- Update VAT registration threshold from 80k to 120k kr in onboarding
- Update CLAUDE.md documentation
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
