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19 Commits
Author SHA1 Message Date
Mattsson fa7d4075cf Supp/invoice bfl errors (#390) 
* feat(accounting): update accounting method validation and messaging for aktiebolag and enskild firma

* Remove AI subsystem and related code

- Deleted AI proposals and requests persistence logic from `lib/ai/proposals/persist.ts`.
- Removed re-validation logic for proposals in `lib/ai/proposals/re-validate.ts`.
- Cleaned up schemas related to AI flows in `lib/api/schemas.ts`.
- Removed AI-related fields from bookkeeping engine in `lib/bookkeeping/engine.ts`.
- Eliminated AI event types from `lib/events/types.ts`.
- Updated tests to reflect the removal of AI-related functionality in `lib/extensions/__tests__/sectors.test.ts`.
- Adjusted initialization logic in `lib/init.ts` to exclude AI proposal handler registration.
- Cleaned up transaction ingestion logic in `lib/transactions/ingest.ts` to remove AI flow checks.
- Updated helper functions in `tests/helpers.ts` to remove AI-related settings.
- Removed AI-related types and interfaces from `types/index.ts`.
- Added migration script to drop AI-related tables and settings from the database.

* fix(migrations): ensure foreign key constraint is dropped before removing AI tables

* feat(invoice-inbox): implement deterministic invoice field extraction and inbox provisioning

- Added `extract-invoice-fields.ts` for extracting fields from PDF invoices using regex and pdfjs-dist, replacing the previous AI classifier.
- Introduced `inbox-provisioning.ts` to manage company inbox addresses and rotation of inboxes using Supabase RPCs.
- Created `resend-inbound.ts` for handling inbound email events and attachments via the Resend API.
- Defined the extension manifest for the invoice inbox, specifying required environment variables and descriptions.
- Migrated database schema to remove AI-related columns and tighten the status enum in `invoice_inbox_items`.

* feat(invoice-inbox): remove AI-specific columns and tighten status enum

* fix(skattekonto): remove manual entry creation reference from transaction input

* fix(schemas): remove accounting method validation for aktiebolag in UpdateSettingsSchema
 2026-05-05 09:53:37 +02:00
Jakob WennbergandClaude Opus 4.7 f3fd4c0822 feat(salary, skatteverket): per-day absence + AGI Frånvarouppgift + skattekonto + hardening (#388) 
* feat(salary): per-day absence tracking with calendar UX

Replace aggregated-day absence counts with per-day records so payroll
calculations can correctly enforce Swedish legal rules that depend on
actual dates: karensavdrag once per sjuklöneperiod, återinsjuknande
within 5 calendar days, allmänt högriskskydd cap of 10 karensavdrag per
rolling 12 months, day-8 läkarintyg flag, day-15 transition to
Försäkringskassan.

Adds:
- salary_absence_days table (RLS, dedup unique on employee+date+type)
- /api/salary/employees/[id]/absence CRUD route
- deriveAbsenceLineItems helper that walks per-day records into
  sjuklöneperioder and emits correctly-classified line items, with the
  existing absence-calculator formulas reused for VAB / parental
- Per-employee pay-spec detail page with month-grid AbsenceCalendar
- Calculate route now derives line items from the calendar before
  running the salary engine, replacing the prior sumQuantity model
- Salary run GET surfaces the formatted Skatteverket arbetsgivare ID
  so downstream UI can build extension URLs without a second round-trip
- GET /salary/runs/[id]/employees/[employeeId] for the detail page

Tests: 15 new unit tests covering segment merge, återinsjuknande
within 5 days, högriskskydd cap, FK transition flag, läkarintyg flag,
VAB/parental semesterlönegrundande ceilings.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(skatteverket): harden API client + add NEXT_PUBLIC_SKATTEVERKET_ENABLED feature flag

Three hardening fixes from the prior audit, plus a runtime extension
toggle for phased rollout.

api-client.ts:
- Map 429 to a new SkatteverketAuthError code RATE_LIMITED with a
  Swedish user message. The 4 req/sec local rate limiter normally
  prevents this, but the per-consumer gateway quota can still hit.
- Extend the error union with TOKEN_CORRUPTED for the token-store fix
  below.

token-store.ts:
- Surface decryption failures instead of silently returning null. A
  rotated key or tampered ciphertext used to look like "not connected";
  callers now get TOKEN_CORRUPTED with a clear "anslut igen med BankID"
  message and a structured log line for ops.

Extension dispatcher (app/api/extensions/ext/[...path]/route.ts):
- Per-extension feature flag table. When NEXT_PUBLIC_SKATTEVERKET_ENABLED
  is not exactly "true", the dispatcher returns 503 with code
  EXTENSION_DISABLED, letting ops disable a single integration mid-
  rollout without redeploying or removing it from extensions.config.json.
  UI panels (SkatteverketPanel, AGIPanel) detect the 503 and render an
  empty state.

Tests: 7 api-client cases (401/403/403-Behörighet/429/5xx/200/auth-error
codes) + 2 token-store cases (no-row → null, corrupted → TOKEN_CORRUPTED).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(salary): emit AGI Frånvarouppgift per SKV 4785, add AGIPanel for one-click submission

AGI XML upgrade:
- Emit <gem:Franvarouppgift> top-level blocks for VAB and parental
  leave events sourced from salary_absence_days, per SKV 4785 +
  technical doc. Element order matches the spec example file.
  TILLFALLIG_FORALDRAPENNING for VAB / FORALDRAPENNING for parental,
  with FranvaroTimmarTFP (FK825) or FranvaroTimmarFP (FK827) for
  hours. Stable 1-based specifikationsnummer per (employee, period),
  date-sorted. Skipped entirely for periods before 202501.
- Sick days are NOT emitted (they go to Försäkringskassan).
- FK499 TotalSjuklonekostnad now derived from sick_day2_14.quantity
  × dailyRate × 0.80 instead of Math.abs(amount). The line-item
  amount is the net deduction (lostPay − sjuklon), not the cost,
  so the prior formula understated by a factor of four.

AGI submission UI:
- New AGIPanel mirroring SkatteverketPanel's validate → draft → lock
  → BankID-sign → poll-submitted flow. Detects 503 EXTENSION_DISABLED
  and renders a clear empty state. Replaces the bare "Skicka till
  Skatteverket" button on /salary/runs/[id], keeping the AGI XML
  download as a sibling for archival / manual upload fallback.
- Salary run rows now link to the per-employee detail page added in
  the previous commit.

Tests: 14 new agi-xml cases covering element order, type↔hour-field
mapping, specifikationsnummer ordering, fractional-hour formatting,
range clamping (0.01-24.00), period guard at 202501 boundary,
placement after Blankett blocks, multi-employee date ordering,
required-fields invariant, omission when no events.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(skatteverket): skattekonto integration — read-only saldo + transactions, daily sync, per-row bokför

Adds read-only Skattekonto v2.1 access via the existing BankID OAuth
flow (extends the OAuth scope with `skattekonto`). Daily background
sync pulls saldo + transactions, dedupes on (company_id, dedup_key),
and surfaces the data in a /skattekonto dashboard plus a settings
panel for connection management.

Backend:
- skattekonto-client.ts: GET /skattekonton/{omfragad}/saldo and
  /transaktioner. Felkod 1–5 mapped to Swedish messages via dedicated
  SkatteverketSkattekontoError.
- skattekonto-sync.ts: parallel saldo + transaktioner fetch, UPSERT
  on (company_id, dedup_key) so kommande rows graduate to tidigare
  in place. Dedup key uses transaktionsidentitet when available, else
  sha256 of (date|amount|text). Caches saldo snapshot in extension_data.
  Emits skattekonto.synced / balance.changed (sign flip) /
  transaction.upcoming (first appearance) / connection.expired.
- skattekonto-booking.ts: keyword→counter-account rules with AB/EF
  differentiation (2510 vs 2012 for preliminärskatt; 2731/2710/2650
  for arbetsgivaravgifter/avdragen skatt/moms; 8423/8313 for
  kostnads-/intäktsränta). Creates a draft journal entry against
  BAS 1630, leaves it for the user to review and commit. Throws
  NO_COUNTER_ACCOUNT instead of guessing when no rule matches.
- Daily cron at 0 4 * * * (Swedish 06:00). Double-gated by
  CRON_SECRET and NEXT_PUBLIC_SKATTEVERKET_ENABLED. Per-company
  cooldown of 1 hour, time budget 50s, distinct `expired` status
  for token-exhaustion separate from generic errors.

Database:
- skattekonto_transactions: company-scoped with RLS, unique
  (company_id, dedup_key), indexed on (company_id, date DESC) and
  (company_id, status). journal_entry_id FK with ON DELETE SET NULL
  so a row can be re-bokförd after entry deletion.

Frontend:
- /skattekonto/page.tsx: dashboard with saldo card, transactions list
  (booked + upcoming), per-row "Bokför" action.
- /settings/skatteverket: connection panel showing scope/expiry.
- Extension toggle in SettingsSidebar (gated by ENABLED_EXTENSION_IDS).

Tests: 9 booking-rule cases (counter-account guessing, AB/EF
divergence, no-match throw) + 7 mapper cases (dedup key stability,
sign convention, kommande→tidigare graduation).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix: address PR review findings

Build:
- Fix Next.js build failure: Zod refuses .partial() on a refined schema.
  Replace AbsenceRangeQuerySchema.partial().extend(...) in the absence
  DELETE handler with a fresh z.object that defines its own optional
  fields.

Greptile findings (PR #388):
- skattekonto_transactions UPDATE policy was missing WITH CHECK; without
  it a user could mutate company_id to one they don't belong to. Edit
  the original migration for fresh applies + add a follow-up migration
  that drops/recreates the policy with both clauses (already applied
  to prod via Supabase MCP).
- FK499 TotalSjuklonekostnad now reads sjuklonRate from
  run.calculation_params (snapshot taken at calc time) instead of a
  hardcoded 0.80, so an operator override (e.g. CBA-specific rate) is
  honored. Falls back to 0.80 for older runs without the snapshot.
- Rename NEXT_PUBLIC_SKATTEVERKET_ENABLED → SKATTEVERKET_ENABLED so the
  flag is server-side only. NEXT_PUBLIC_* vars are inlined into the
  client bundle at build time, which would create split-brain (server
  503 vs client still rendering enabled flow) on a flag flip without
  redeploy. UI panels detect 503 by response code, not by reading the
  env directly, so no client-visible change is needed.
- Add pg-real RLS smoke tests for both new tables (salary_absence_days
  and skattekonto_transactions): tenant SELECT isolation, UPDATE WITH
  CHECK enforcement, unique-constraint enforcement, cross-tenant dedup
  key allowed.

Swedish compliance review:
- Document the högriskskydd cap interpretation in
  derive-absence-line-items.ts. We count *sjuklöneperioder* in the
  rolling 12-month window, matching the law's plain reading
  ("från och med den 11:e sjukperioden ... görs inget karensavdrag").
  An alternative reading counts only periods that actually had karens
  deducted; that requires persisting per-period karens-deduction state,
  which gnubok doesn't yet do. The period-count reading can over-
  suppress, never under-suppress, so it's the safer default.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(test): inline skattekonto fixtures so core-only CI runs without dev_docs

dev_docs/ is gitignored, so the skattekonto-mappers test failed in CI
when it tried to readFileSync from dev_docs/skattekonto(2.1.0)/examples/.
Inline the saldoResponse + transaktionerResponse fixtures verbatim
from the spec; the test still verifies our mappers + dedup-key logic
against the same shape.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-04 19:01:21 +02:00
Mattsson bb855d2ddc Add/ai native supp (#385) 
* feat(branding): implement dynamic branding in service worker and reports

* feat(auth): enhance API key scopes and add bookkeeping write scope

- Updated transaction write scope description to include additional tools.
- Enhanced reports read scope description to reflect new functionality.
- Introduced bookkeeping write scope with relevant description.
- Updated SCOPE_GROUPS to include bookkeeping domain.
- Modified TOOL_SCOPE_MAP to include new bookkeeping operations.
- Updated validateApiKey function to return api_key_id and api_key_name for better actor attribution.

feat(tests): add unit tests for MCP resource registry

- Created tests for data resources to ensure all required fields are present.
- Added tests for resource query parsing and retrieval.

feat(resources): implement MCP resources for company and accounting data

- Added capabilities resource to expose API key capabilities based on granted scopes.
- Implemented chart of accounts resource to retrieve active BAS chart.
- Created company current resource to fetch active company details.
- Developed active fiscal period resource to check posting eligibility.
- Implemented recent activity resource to fetch latest journal entries, invoices, and transactions.
- Added VAT treatments resource to provide available VAT rates per customer type.

feat(pending-operations): introduce risk tiers for operations

- Added risk level classification for pending operations to determine auto-commit eligibility.
- Implemented functions to classify operation risk levels and identify high-risk operations.

feat(migrations): add actor model and risk tier to pending operations

- Updated pending_operations table to include actor type and risk level columns.
- Enhanced audit_log to mirror actor information for compliance.
- Modified validate_and_increment_api_key function to return actor details.
- Expanded operation types in pending_operations to include new high-risk operations.

* feat: add auto-commit functionality for low-risk pending operations

- Implemented shouldAutoCommit function to determine eligibility for auto-commit based on operation type, actor type, and company settings.
- Created commitPendingOperation function to handle execution of pending operations with consistent status updates.
- Added tests for shouldAutoCommit to cover various scenarios including high-risk operations, user actors, company opt-in status, and monetary thresholds.
- Introduced new columns in company_settings for agent_auto_commit_enabled and agent_auto_commit_max_amount to allow companies to opt-in for auto-commit functionality.
- Added SQL migration to update the database schema for new auto-commit settings.

* feat(idempotency): implement idempotency key handling for safe retries and cleanup

* feat: expand API key scopes and pending operations for bookkeeping

- Added 'suppliers:write' scope to API key scopes for supplier invoice management.
- Updated SCOPE_GROUPS to include the new 'suppliers:write' scope.
- Introduced new pending operation types for bookkeeping: close_period, lock_period, run_year_end, set_opening_balances, run_currency_revaluation, explain_voucher_gap, uncategorize_transaction, approve_supplier_invoice, credit_supplier_invoice, and convert_invoice.
- Implemented corresponding commit functions for the new operations in the pending operations module.
- Enhanced PendingOperation type to include actor model and risk level attributes.
- Added tests for new functionality, ensuring proper behavior and constraints in the database.

* feat: implement unlockPeriod functionality and related tests

* feat: add agent auto-commit settings and related functionality

* feat: add attention resource with comprehensive summary of outstanding tasks

* feat: enhance pending operations with 'committing' status and immutability checks, improve idempotency handling, and add original voucher reference for credit notes
 2026-05-04 11:12:29 +02:00
MattssonandClaude Opus 4.7 1af977950b Ai/full autonomous flow (#359) 
* Refactor bookkeeping error handling and introduce new error classes

- Introduced new error classes for better error categorization:
  - JournalEntryNotBalancedError
  - FiscalPeriodNotFoundError
  - EntryDateOutsideFiscalPeriodError
  - JournalEntryNotFoundError
  - CannotReverseNonPostedError
  - CannotCorrectNonPostedError
  - EntryAlreadyReversedError
  - CurrencyRevaluationAlreadyExistsError
  - InvalidMappingResultError
  - BookkeepingDatabaseError

- Updated existing functions in engine.ts and transaction-entries.ts to throw specific errors instead of generic ones.
- Enhanced error response handling in get-error-message.ts to provide localized messages for new error types.
- Added unit tests for new error classes and error handling functions to ensure correctness and coverage.

* feat(ai): implement AI proposal application and persistence

- Add apply.ts to handle the application of AI proposals, including match and booking steps.
- Introduce persist.ts for inserting and managing AI requests and proposals, ensuring unique constraints.
- Create re-validate.ts for validating proposals before acceptance, checking for stale conditions.
- Define database migrations for ai_requests and ai_proposals tables, including constraints and indexes.
- Enhance journal_entries with AI provenance tracking, linking entries to AI proposals.
- Update categorization_templates to distinguish AI-corrected templates.
- Add company settings for toggling AI flow and managing backfill processes.
- Extend processing_history to include AI-related events for better tracking.

* feat: add uncategorized transactions API and UI for transaction selection

- Implemented a new API endpoint for fetching uncategorized transactions with pagination and filtering options.
- Created ChangeTransactionDialog component for selecting alternative transactions based on AI proposals.
- Developed ReceiptDetailDialog to display detailed information about receipts, including upload functionality.
- Added TransactionDetailDialog for viewing transaction details with links to the transaction list.
- Introduced receipt quality assessment logic to evaluate extracted receipt data.
- Implemented feature flagging for the AI bookkeeping agent to control availability in different environments.

* feat: add manual receipt extraction dialog and integrate AWS Textract for expense analysis

- Added ManualExtractDialog component for user input when AI fails to extract receipt data.
- Implemented ReceiptsList component to manage and display uploaded receipts, including upload and rescan functionalities.
- Introduced Textract integration for analyzing expenses, extracting fields like total, vendor, and date.
- Updated package.json to include @aws-sdk/client-textract dependency.

* fix(ai): handle livsmedel VAT transition (12% → 6%) in booking prompt and re-validate guard

Add date-aware guidance to BOOKING_SYSTEM_PROMPT for the temporary livsmedel
VAT cut (Prop. 2025/26:55, 2026-04-01 to 2027-12-31), with restaurang/servering
carve-out at 12%. Add a re-validate safety net that rejects clearly-stale rate
labels for grocery-chain merchants relative to the entry date.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-04-27 10:32:15 +02:00
Mattsson e137a9f452 Skill/fix (#355) 
* fix: ensure customer email addresses are anonymized and not displayed in tickets

* feat: add uncredit functionality for supplier invoices

- Implemented the ability to uncredit supplier invoices, restoring the original invoice status and freeing up the invoice number.
- Added confirmation dialog for uncrediting actions.
- Updated the supplier invoice detail page to show an "Undo Credit" button for credited invoices.
- Enhanced the new supplier invoice page to handle conflicts when a duplicate invoice number is detected, allowing users to uncredit the existing invoice.
- Created API endpoint for uncrediting invoices, including handling of journal entries and invoice status updates.
- Added tests for the uncredit functionality to ensure proper behavior and error handling.

* feat: implement soft-delete for credited invoices and add reversed status

* fix: update uncredit logic to handle registration journal entries and improve user feedback

* fix: retain no-op migration stub for history alignment with future index changes
 2026-04-23 11:57:12 +02:00
Jakob WennbergandClaude Opus 4.7 0076aa85f8 feat: arcim inbox (Resend Inbound) + smart-match extension + commit metadata (#286) 
* 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>
 2026-04-20 21:50:07 +02:00
Mattssonandgreptile-apps[bot] bb0db7a588 Salary module improvements (#250) 
* 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>
 2026-04-15 20:55:29 +02:00
Jakob WennbergandClaude Opus 4.6 e46654ab25 feat: concurrency guards, account validation, and reversal side-effects (#247) 
* 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>
 2026-04-15 15:23:08 +02:00
Mattsson 04dbb31d7e Salary module (#245) 
* 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
 2026-04-15 11:17:39 +02:00
Jakob WennbergandClaude Opus 4.6 7bf7565852 feat: delete last voucher, notes field, schema cache fix (#230) 
* 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>
 2026-04-13 16:12:03 +02:00
Mattsson a1a816b4a5 Delete features (#218) 
* 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.
 2026-04-11 17:06:32 +02:00
Jakob WennbergandClaude Opus 4.6 b484e9a7b4 fix: Swedish VAT/SIE compliance, storno hardening, document integrity (#209) 
* 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>
 2026-04-09 16:12:03 +02:00
MattssonandClaude Opus 4.6 0dd1f5ebc1 feat: multi-tenant company refactor (GNU-19) (#153) 
* 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>
 2026-03-31 16:41:52 +02:00
Jakob WennbergandClaude Opus 4.6 7c3518a080 feat: payment matching audit trail and partial payments (#89) 
* feat: payment matching audit trail, partial payments, and match improvements

- Add payment_match_log table (append-only audit trail per BFL 7:1) with
  immutability triggers and proper RLS
- Add invoice_payments table for partial payment tracking, mirroring
  supplier_invoice_payments pattern
- Add remaining_amount column + partially_paid status to invoices
- Add match-log.ts service for recording match/unmatch state transitions
- Improve match-invoice route: support partial payments, record audit log,
  emit payment.matched events, handle storno conflicts
- Improve match-supplier-invoice route: audit logging, partial payment support
- Update invoice-entries.ts for partial payment journal entries
- Update transaction ingest to detect and auto-suggest invoice matches
- Update bank-reconciliation to handle partial payment state
- Add invoice_payments, payment_match_log types and helpers
- Extend tests for match-invoice route and transaction ingest

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: address review feedback — payment matching correctness bugs

- P1: Return 500 on non-23505 payment insert failures instead of
  silently continuing with corrupted invoice state (both routes)
- P1: Fix foreign-currency partial payment matching — use proportional
  remaining SEK amount instead of full total_sek
- P2: Check error when clearing journal_entry_id after storno
- P2: Add updated_at column + trigger to invoice_payments table
- P2: Make supplier_invoice_payments.user_id NOT NULL after backfill

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-23 13:00:37 +01:00
Jakob WennbergandClaude Opus 4.6 a9bf24ce0b feat: enhance supplier invoices, entity-aware categorization, and new tests 
Expand supplier invoice module with overdue cron job, credit note journal
entries, and event emissions on approve/mark-paid/create flows. Add entity
type (EF/AB) awareness to transaction categorization UI and category
mapping logic. Add comprehensive tests for supplier-invoice-entries,
transaction-entries, and expanded API route coverage.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-03 17:08:26 +01:00
Jakob WennbergandClaude Opus 4.6 03b569d708 refactor: consolidate extension system to general-only with manifest-driven architecture 
- 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>
 2026-02-26 14:32:56 +01:00
Jakob Wennberg 59d935f2cc Invoice fix and new inbound invoice extension etc 2026-02-21 17:41:14 +01:00
Jakob WennbergandClaude Opus 4.6 91e2c1705a feat: per-line VAT, invoice document types, ledger-based VAT declaration, bank reconciliation, and pagination 
Per-line VAT rates:
- Add generatePerRateLines() to group invoice items by vat_rate with separate
  revenue + VAT lines per rate group (invoice-entries.ts)
- Add getAvailableVatRates() and getVatTreatmentForRate() (vat-rules.ts)
- PDF template shows per-line VAT column and per-rate totals for mixed-rate invoices
- Invoice create/review UI supports per-line rate selection
- Types: add vat_rate/vat_amount to InvoiceItem, vat_rate to CreateInvoiceItemInput

Invoice document types (proforma, delivery note):
- Add InvoiceDocumentType, document_type and converted_from_id to Invoice type
- PDF hides prices for delivery notes, adds proforma notice
- Email templates support all document types
- mark-paid skips journal entries for non-invoice document types
- Migration 031: invoice_document_type

Accounting method support:
- Add AccountingMethod type (accrual/cash)
- Migration 032: add_accounting_method column to company_settings

VAT declaration rewrite:
- Rewrite to read directly from general ledger (26xx/3xxx account lines)
  instead of aggregating invoices/transactions/receipts
- ACCOUNT_RUTA mapping drives momsdeklaration boxes from GL balances

Bank reconciliation:
- Transaction ingest now pre-fetches unlinked GL lines and attempts
  auto-reconciliation during import
- Add transaction.reconciled event type
- Add ReconciliationMethod type and reconciliation_method on Transaction
- Migration 030: bank_reconciliation
- New reconciliation engine, API routes, and BankReconciliationView component

Pagination (fetchAllRows):
- New lib/supabase/fetch-all.ts overcomes PostgREST 1000-row limit
- Adopted in all report generators, SIE/SRU export, account list APIs

Fiscal period validation:
- New validate-period-duration.ts enforces max 18 months per BFL 3 kap.
- Applied in period-service.ts and fiscal-periods API

Account mapper simplification:
- Remove Levenshtein/fuzzy matching, use exact account number match only

Swedbank parser improvements:
- Support abbreviated headers (Clnr, Bokfdag, Radnr)
- Use Referens column as counterparty

Chart of accounts management:
- Add DELETE endpoint with system account and usage protection
- PUT uses partial updates
- New AccountCombobox, AddAccountDialog, EditAccountDialog, ChartOfAccountsManager

Tax deadline corrections:
- Rewrite inkomstdeklaration_ab using Skatteverket lookup table
- Rewrite arsredovisning deadline to 7 months after FY end per ÅRL 8:3

Onboarding first fiscal year:
- Add first fiscal year toggle with date pickers and 18-month validation

UI terminology:
- Change "okategoriserad/kategorisera" to "obokförd/bokföra" throughout

Report column fix:
- Fix start_date/end_date to period_start/period_end in report queries

Supplier invoice input:
- CreateSupplierInvoiceItemInput uses amount field (legacy quantity/unit_price kept)

Misc:
- SIE import uses upsert for idempotent account creation
- account-descriptions.ts falls back to BAS reference data
- Add invoice_default_notes to CompanySettings
- Update CLAUDE.md to reflect current project state

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-02-21 14:57:15 +01:00
Jakob Wennberg cdf1dcc4c8 New Base func 2026-02-19 09:48:02 +01:00