fad4899cb4f15b1905737f30b72ebf4e2fcf2ff2
6
Commits
| Author | SHA1 | Message | Date | |
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 MattssonandClaude Opus 4.6
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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> |
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Jakob WennbergandClaude Opus 4.6
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d9c95a7b59 |
feat: counterparty templates with multi-line patterns, batch matching, and settings cleanup (#118)
* feat: separate AR/AP/accounting into distinct nav groups (#92) Split the flat "Finans" sidebar group into three visually distinct sections — Försäljning (AR), Inköp (AP), and Redovisning — so users coming from Fortnox immediately find customer invoicing and supplier invoices as top-level concepts. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: journal entry detail view, correction chain, and account name display - Add journal entry detail page at /bookkeeping/[id] with full entry view - Add correction chain API and component showing storno relationships - Add JournalEntryStatusBadge component for entry status display - Show debit/credit account names in template picker and review dialogs - Expand client-side BAS account name mapping with additional accounts - Show account codes on transaction inbox suggestion buttons Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address review feedback — N+1 query, duplicate name, nav dedup - Batch reverse-lookup into single query per BFS iteration (was N+1) - Differentiate account 2393 from 2893 in display names - Extract shared loop for desktop/mobile nav group rendering Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: counterparty templates, Skatteverket extension, VAT form completeness, and UI cleanup - Add counterparty-based categorization templates (learned from user approvals and auto-ingestion) with fuzzy matching in the mapping engine - Add Skatteverket extension for direct VAT declaration submission via API - Complete VAT declaration form with all 30 SKV 4700 boxes (ruta 08, 35-42, 50, 60-62) - Fix ruta 49 formula to include import VAT (ruta 60+61+62) - Simplify dashboard UI: remove redundant icons from stat cards, customer cards, invoice list, supplier invoices; use Badge variants consistently - Add SkatteverketPanel component to reports page - Add categorization_templates and skatteverket_tokens migrations - Update tests and helpers for new types Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address PR review feedback — VAT detection, migration timestamps, dedup - Fix detectVatTreatment to derive actual rate (12%/6%) from VAT line description instead of hardcoding standard_25 - Rename skatteverket_tokens migration to 20260324120001 to avoid duplicate timestamp with categorization_templates (fixes Supabase deployment failure) - Make refreshAccessToken accept previousRefreshCount param to enforce refresh limit contract at the type level - Fix rate limiter TOCTOU by claiming slot before await - Extract formatRedovisare/formatRedovisningsperiod to shared lib/skatteverket/format.ts — eliminates duplication between mappers.ts and SkatteverketPanel.tsx Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: multi-line counterparty templates, batch matching, settings restructure Counterparty template engine: - Multi-line booking patterns (line_pattern JSONB) for complex entries with split VAT, tax accounts, and ratio-based allocation - Batch matching (findCounterpartyTemplatesBatch) — 1 DB query for all transactions instead of up to 3 per transaction - SIE voucher population (populateTemplatesFromSieVouchers) — extracts patterns from historical vouchers on import with dominance filtering - Source priority system (user_approved > sie_import > auto_learned) - Centralized counterparty: prefix helpers to prevent string fragility - Fix: re-approval path now updates line_pattern Transaction categorization: - /describe route returns counterparty_match in parallel with templates/AI - /categorize route accepts counterparty_template_id for direct booking - /suggest-categories uses batch matching, injects counterparty suggestions - transaction-entries supports all_lines_complete for multi-line patterns UI: - TemplatePicker shows "Tidigare motparter" section (no AI extension needed) - DescribeTransactionDialog shows counterparty match card with detail - QuickReviewDialog supports counterparty line patterns - JournalEntryPreview renders multi-line patterns with VAT/ratio math - Inline LinePatternEntry types replaced with shared import from @/types Settings restructure: - 8 tabs → 5: merged Säkerhet + Utseende + Kalender into Konto - Renamed "Motparter" → "Mallar" - CounterpartyTemplatesPanel: click-to-expand detail view with account lines, VAT, confidence, aliases, and delete Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address PR review — account_override guard, DELETE body parsing, stale test - Block account_override when counterparty_template_id is set (prevents corrupting stored template via override → upsert correction path) - Wrap DELETE request.json() in try-catch for malformed body (400 not 500) - Clean up stale 3-query mock enqueues in test for batch-based find Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.6
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d696e0282b |
chore: gitignore dev_docs and remove from tracking (#7)
* chore: gitignore dev_docs and remove from tracking Internal reference docs — not needed in the public repo. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: skip env validation during builds when vars are absent The build-time guard only checked for Docker placeholder sentinels but not for completely absent vars (CI/Vercel builds). This caused page collection to fail in environments without env vars. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: handle absent env vars in Supabase browser client during builds The build-time guard only checked for Docker placeholder sentinels but crashed on undefined when env vars are completely absent (CI). Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: remove core import from @/extensions/ in describe route Inline the DescriptionAnalysisInput/Result types instead of importing from the ai-categorization extension. Core code must not import from extensions directly. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.6
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1a1c6ba40f |
feat: merge user-description-match into ai-categorization with AI-powered description analysis
Consolidate the standalone user-description-match extension into ai-categorization, adding an AI description analyzer that provides account/VAT suggestions alongside template matching. The describe transaction dialog now shows AI suggestions with confidence scores and supports both template-based and AI-based booking. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.6
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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> |
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Jakob WennbergandClaude Opus 4.6
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3e7fa45ed6 |
feat: transaction categorization UX improvements and description matching
Add journal entry preview, human-readable account names, auto-apply VAT, fallback template suggestions, example prompts, invoice match comparison, and batch result feedback. Also includes user-description-match extension, describe/batch-describe API routes, improved AI categorization with multi- suggestion support, and template embedding search. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |