Jakob WennbergandClaude Fable 5
ea236cbcdf
* feat(nav): interaction-mode sidebar grouping — Arbeta/Analys/Data/Skatt & bokslut Nav IA redesign phase 0 (dev_docs/nav_ia_redesign.md): same routes, regrouped by what the user is doing. CLAUDE.md restructured around Hard Rules (doc references updated); pending-page explainer removed. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(reconciliation): correctness + feedback batch for Bankavstämning (phase 0) Engine: fetchAllRows pagination on status/run/RPC fetches (silent 1000-row cap corrupted totals), optimistic-lock guards on manualLink + apply, unlink audit rows attributed to the acting user (was: company UUID), selected_matches partial apply intersected with a fresh match run. View: silent in-place refresh instead of a full-page skeleton per action, checkbox-gated apply with confidence badges (fuzzy unticked) in chunks of 500, honest result toasts, dry-run errors surfaced, ranked per-row picker candidates pinned to the applied date window, currency-correct amounts (bank side in account currency, GL side SEK), voucher links, translated source types, colored differens, dirty-date-filter guard. Discovery: year-end preflight 404 href fixed (/reconciliation/bank never existed), ⌘K palette entry, real links from the transactions page. v1: status registry schema now matches the actual ReconciliationStatus payload, errors documented as a count, false ~0.85-threshold pitfall replaced, route test mocks the real shape. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
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Bookkeeping Domain Reference
For Swedish accounting-law questions, use the domain skills (swedish-vat, swedish-accounting-compliance, swedish-year-end-closing, etc.). The Hard Rules in the root CLAUDE.md always apply.
Core Services (lib/core/)
bookkeeping/period-service.ts— Fiscal period lifecycle management (open, close, lock)bookkeeping/year-end-service.ts— Year-end closing proceduresbookkeeping/storno-service.ts— Reversal/correction entry generationtax/tax-code-service.ts— Tax code definitions and ratesaudit/audit-service.ts— Audit trail and compliance loggingdocuments/document-service.ts— Document attachment lifecycle (WORM storage with version chains)
Key BAS Accounts
1510 Accounts receivable | 1930 Business bank account | 2013 Private withdrawals (EF) | 2440 Accounts payable | 2611/2621/2631 Output VAT 25%/12%/6% | 2641 Input VAT | 2645 Calculated input VAT (EU) | 2893 Shareholder loan (AB) | 3001/3002/3003 Revenue 25%/12%/6% | 3305/3308 Export/EU service revenue
BAS data (lib/bookkeeping/bas-data/): full BAS 2026 chart by class (1–8) + SRU mapping. Account numbers are strings ('1930', never 1930).
VAT Treatments
standard_25, reduced_12, reduced_6, reverse_charge, export, exempt
Invoice items support individual vat_rate values (mixed-rate invoices). Use getAvailableVatRates(customerType, vatNumberValidated) from lib/invoices/vat-rules.ts. VIES validation via lib/vat/vies-client.ts.
VAT Declaration Rutor (SKV 4700)
VatDeclarationRutor type maps to momsdeklaration:
- Ruta 05: Domestic taxable sales (3001+3002+3003)
- Ruta 06/07: Unused, always 0
- Ruta 10/11/12: Output VAT 25%/12%/6% (2611/2621/2631)
- Ruta 39/40: EU services / Export (3308/3305)
- Ruta 48: Input VAT (2641/2645)
- Ruta 49: Moms att betala/återfå = (10+11+12+30+31+32+60+61+62) − 48