Fixing bug

app/(dashboard)/layout.tsx

@@ -35,6 +35,16 @@ export default async function DashboardLayout({
     .eq('user_id', user.id)
     .eq('enabled', true)
 
+  // Check if ai-chat is explicitly disabled (legacy default: enabled when no row exists)
+  const { data: aiChatToggle } = await supabase
+    .from('extension_toggles')
+    .select('enabled')
+    .eq('user_id', user.id)
+    .eq('sector_slug', 'general')
+    .eq('extension_slug', 'ai-chat')
+    .single()
+  const showAiChat = aiChatToggle ? aiChatToggle.enabled : true
+
   return (
     <div className="min-h-screen bg-background">
       {/* Skip to content link for keyboard/screen reader users */}
@@ -54,7 +64,7 @@ export default async function DashboardLayout({
           {children}
         </div>
       </main>
-      <ChatWidget />
+      {showAiChat && <ChatWidget />}
     </div>
   )
 }

app/api/bookkeeping/journal-entries/__tests__/route.test.ts

@@ -12,6 +12,10 @@ vi.mock('@/lib/supabase/server', () => ({
   createClient: () => Promise.resolve(mockSupabase),
 }))
 
+vi.mock('@/lib/init', () => ({
+  ensureInitialized: vi.fn(),
+}))
+
 const mockCreateJournalEntry = vi.fn()
 vi.mock('@/lib/bookkeeping/engine', () => ({
   createJournalEntry: (...args: unknown[]) => mockCreateJournalEntry(...args),

app/api/bookkeeping/journal-entries/route.ts

@@ -1,8 +1,11 @@
 import { createClient } from '@/lib/supabase/server'
 import { NextResponse } from 'next/server'
 import { createJournalEntry } from '@/lib/bookkeeping/engine'
+import { ensureInitialized } from '@/lib/init'
 import type { CreateJournalEntryInput } from '@/types'
 
+ensureInitialized()
+
 export async function GET(request: Request) {
   const supabase = await createClient()
   const { data: { user } } = await supabase.auth.getUser()

app/api/extensions/ai-categorization/settings/route.ts

@@ -1,6 +1,9 @@
 import { createClient } from '@/lib/supabase/server'
 import { NextResponse } from 'next/server'
 import { getSettings, saveSettings } from '@/extensions/general/ai-categorization'
+import { ensureInitialized } from '@/lib/init'
+
+ensureInitialized()
 
 /**
  * GET /api/extensions/ai-categorization/settings

app/api/extensions/ai-categorization/suggestions/route.ts

@@ -1,8 +1,11 @@
 import { createClient } from '@/lib/supabase/server'
 import { NextResponse } from 'next/server'
 import { categorizeTransactions } from '@/extensions/general/ai-categorization'
+import { ensureInitialized } from '@/lib/init'
 import type { CategorizationSuggestion } from '@/extensions/general/ai-categorization/categorizer'
 
+ensureInitialized()
+
 /**
  * GET /api/extensions/ai-categorization/suggestions?transaction_ids=id1,id2,...
  * Fetch pre-computed AI suggestions for given transaction IDs

app/api/extensions/enable-banking/sync/cron/route.ts

@@ -2,8 +2,11 @@ import { createClient } from '@supabase/supabase-js'
 import { NextResponse } from 'next/server'
 import { syncAccountTransactions } from '@/extensions/general/enable-banking/lib/sync'
 import { isConsentExpiringSoon, getDaysUntilExpiry } from '@/extensions/general/enable-banking/lib/api-client'
+import { ensureInitialized } from '@/lib/init'
 import type { StoredAccount } from '@/extensions/general/enable-banking/types'
 
+ensureInitialized()
+
 /**
  * GET /api/extensions/enable-banking/sync/cron
  * Automatic daily bank transaction sync

app/api/extensions/receipt-ocr/upload/route.ts

@@ -143,6 +143,8 @@ export async function POST(request: Request) {
           vat_amount: item.vatRate && item.lineTotal ? (item.lineTotal * item.vatRate) / (100 + item.vatRate) : null,
           extraction_confidence: item.confidence,
           suggested_category: item.suggestedCategory,
+          category: item.category,
+          bas_account: item.basAccount,
           sort_order: index,
         }))
 

app/api/transactions/[id]/categorize/__tests__/route.test.ts

@@ -128,7 +128,7 @@ describe('POST /api/transactions/[id]/categorize', () => {
     // Fetch company settings
     enqueue({ data: { entity_type: 'enskild_firma', fiscal_year_start_month: 1 }, error: null })
     // ensureFiscalPeriod: check existing
-    enqueue({ data: { id: 'period-1' }, error: null })
+    enqueue({ data: [{ id: 'period-1' }], error: null })
 
     mockCreateTransactionJournalEntry.mockResolvedValue({ id: 'je-1' })
     mockSaveUserMappingRule.mockResolvedValue(undefined)
@@ -177,7 +177,7 @@ describe('POST /api/transactions/[id]/categorize', () => {
 
     enqueue({ data: tx, error: null })
     enqueue({ data: { entity_type: 'enskild_firma', fiscal_year_start_month: 1 }, error: null })
-    enqueue({ data: { id: 'period-1' }, error: null })
+    enqueue({ data: [{ id: 'period-1' }], error: null })
 
     mockCreateTransactionJournalEntry.mockRejectedValue(new Error('Period locked'))
 
@@ -210,7 +210,7 @@ describe('POST /api/transactions/[id]/categorize', () => {
 
     enqueue({ data: tx, error: null })
     enqueue({ data: { entity_type: 'enskild_firma', fiscal_year_start_month: 1 }, error: null })
-    enqueue({ data: { id: 'period-1' }, error: null })
+    enqueue({ data: [{ id: 'period-1' }], error: null })
 
     mockCreateTransactionJournalEntry.mockResolvedValue({ id: 'je-1' })
 
@@ -237,7 +237,7 @@ describe('POST /api/transactions/[id]/categorize', () => {
 
     enqueue({ data: tx, error: null })
     enqueue({ data: { entity_type: 'enskild_firma', fiscal_year_start_month: 1 }, error: null })
-    enqueue({ data: { id: 'period-1' }, error: null })
+    enqueue({ data: [{ id: 'period-1' }], error: null })
 
     mockCreateTransactionJournalEntry.mockResolvedValue({ id: 'je-1' })
 

app/api/transactions/[id]/match-invoice/__tests__/route.test.ts

@@ -14,14 +14,11 @@ vi.mock('@/lib/supabase/server', () => ({
   createClient: () => Promise.resolve(mockSupabase),
 }))
 
-const mockCreateJournalEntry = vi.fn()
-const mockFindFiscalPeriod = vi.fn()
-vi.mock('@/lib/bookkeeping/engine', () => ({
-  createJournalEntry: (...args: unknown[]) => mockCreateJournalEntry(...args),
-  findFiscalPeriod: (...args: unknown[]) => mockFindFiscalPeriod(...args),
-}))
-
+const mockCreateInvoicePaymentJournalEntry = vi.fn()
+const mockCreateInvoiceCashEntry = vi.fn()
 vi.mock('@/lib/bookkeeping/invoice-entries', () => ({
+  createInvoicePaymentJournalEntry: (...args: unknown[]) => mockCreateInvoicePaymentJournalEntry(...args),
+  createInvoiceCashEntry: (...args: unknown[]) => mockCreateInvoiceCashEntry(...args),
   getRevenueAccount: vi.fn().mockReturnValue('3001'),
   getOutputVatAccount: vi.fn().mockReturnValue('2611'),
 }))
@@ -35,7 +32,6 @@ describe('POST /api/transactions/[id]/match-invoice', () => {
     vi.clearAllMocks()
     reset()
     mockSupabase.auth.getUser.mockResolvedValue({ data: { user: mockUser } })
-    mockFindFiscalPeriod.mockResolvedValue('period-1')
   })
 
   it('returns 401 when not authenticated', async () => {
@@ -161,7 +157,7 @@ describe('POST /api/transactions/[id]/match-invoice', () => {
     // Fetch company settings
     enqueue({ data: { accounting_method: 'accrual', entity_type: 'enskild_firma' }, error: null })
 
-    mockCreateJournalEntry.mockResolvedValue({ id: 'je-1' })
+    mockCreateInvoicePaymentJournalEntry.mockResolvedValue({ id: 'je-1' })
 
     // Update invoice to paid
     enqueue({ data: null, error: null })
@@ -186,16 +182,11 @@ describe('POST /api/transactions/[id]/match-invoice', () => {
     expect(body.paid_amount).toBe(12500)
     expect(body.journal_entry_id).toBe('je-1')
 
-    // Verify accrual journal entry: debit 1930, credit 1510
-    expect(mockCreateJournalEntry).toHaveBeenCalledWith(
+    // Verify accrual payment entry was called
+    expect(mockCreateInvoicePaymentJournalEntry).toHaveBeenCalledWith(
       'user-1',
-      expect.objectContaining({
-        source_type: 'invoice_paid',
-        lines: expect.arrayContaining([
-          expect.objectContaining({ account_number: '1930', debit_amount: 12500 }),
-          expect.objectContaining({ account_number: '1510', credit_amount: 12500 }),
-        ]),
-      })
+      expect.objectContaining({ id: 'inv-1' }),
+      '2024-06-15'
     )
   })
 
@@ -207,7 +198,7 @@ describe('POST /api/transactions/[id]/match-invoice', () => {
     enqueue({ data: invoice, error: null })
     enqueue({ data: { accounting_method: 'accrual', entity_type: 'enskild_firma' }, error: null })
 
-    mockCreateJournalEntry.mockRejectedValue(new Error('Period locked'))
+    mockCreateInvoicePaymentJournalEntry.mockRejectedValue(new Error('Period locked'))
 
     // Update invoice
     enqueue({ data: null, error: null })

extensions/general/push-notifications/index.ts

@@ -45,16 +45,22 @@ export async function getSettings(userId: string): Promise<PushNotificationSetti
   const supabase = await createClient()
 
   const { data } = await supabase
-    .from('extension_data')
-    .select('value')
+    .from('notification_settings')
+    .select(
+      'period_locked_enabled, period_year_closed_enabled, invoice_sent_enabled, receipt_extracted_enabled, receipt_matched_enabled'
+    )
     .eq('user_id', userId)
-    .eq('extension_id', 'push-notifications')
-    .eq('key', 'settings')
     .single()
 
-  if (!data?.value) return { ...DEFAULT_SETTINGS }
+  if (!data) return { ...DEFAULT_SETTINGS }
 
-  return { ...DEFAULT_SETTINGS, ...(data.value as Partial<PushNotificationSettings>) }
+  return {
+    periodLockedEnabled: data.period_locked_enabled ?? DEFAULT_SETTINGS.periodLockedEnabled,
+    periodYearClosedEnabled: data.period_year_closed_enabled ?? DEFAULT_SETTINGS.periodYearClosedEnabled,
+    invoiceSentEnabled: data.invoice_sent_enabled ?? DEFAULT_SETTINGS.invoiceSentEnabled,
+    receiptExtractedEnabled: data.receipt_extracted_enabled ?? DEFAULT_SETTINGS.receiptExtractedEnabled,
+    receiptMatchedEnabled: data.receipt_matched_enabled ?? DEFAULT_SETTINGS.receiptMatchedEnabled,
+  }
 }
 
 export async function saveSettings(
@@ -67,15 +73,17 @@ export async function saveSettings(
   const supabase = await createClient()
 
   await supabase
-    .from('extension_data')
+    .from('notification_settings')
     .upsert(
       {
         user_id: userId,
-        extension_id: 'push-notifications',
-        key: 'settings',
-        value: merged,
+        period_locked_enabled: merged.periodLockedEnabled,
+        period_year_closed_enabled: merged.periodYearClosedEnabled,
+        invoice_sent_enabled: merged.invoiceSentEnabled,
+        receipt_extracted_enabled: merged.receiptExtractedEnabled,
+        receipt_matched_enabled: merged.receiptMatchedEnabled,
       },
-      { onConflict: 'user_id,extension_id,key' }
+      { onConflict: 'user_id' }
     )
 
   return merged
@@ -231,6 +239,21 @@ export const pushNotificationsExtension: Extension = {
     path: '/settings/extensions/push-notifications',
   },
   async onInstall(ctx) {
-    await saveSettings(ctx.userId, DEFAULT_SETTINGS)
+    const supabase = await createClient()
+
+    // Ensure a notification_settings row exists for this user
+    await supabase
+      .from('notification_settings')
+      .upsert(
+        {
+          user_id: ctx.userId,
+          period_locked_enabled: DEFAULT_SETTINGS.periodLockedEnabled,
+          period_year_closed_enabled: DEFAULT_SETTINGS.periodYearClosedEnabled,
+          invoice_sent_enabled: DEFAULT_SETTINGS.invoiceSentEnabled,
+          receipt_extracted_enabled: DEFAULT_SETTINGS.receiptExtractedEnabled,
+          receipt_matched_enabled: DEFAULT_SETTINGS.receiptMatchedEnabled,
+        },
+        { onConflict: 'user_id' }
+      )
   },
 }

extensions/general/push-notifications/types.ts

@@ -21,6 +21,11 @@ export interface NotificationSettings {
   quiet_end: string   // time format "HH:MM"
   email_enabled: boolean
   push_enabled: boolean
+  period_locked_enabled: boolean
+  period_year_closed_enabled: boolean
+  invoice_sent_enabled: boolean
+  receipt_extracted_enabled: boolean
+  receipt_matched_enabled: boolean
   created_at: string
   updated_at: string
 }

extensions/general/receipt-ocr/index.ts

@@ -174,6 +174,8 @@ async function handleDocumentUploaded(
             : null,
         extraction_confidence: item.confidence,
         suggested_category: item.suggestedCategory,
+        category: item.category,
+        bas_account: item.basAccount,
         sort_order: index,
       }))
 

lib/bookkeeping/invoice-entries.ts

@@ -1,6 +1,6 @@
 import { createJournalEntry, findFiscalPeriod } from './engine'
 import { generateSalesVatLines, generateReverseChargeLines } from './vat-entries'
-import { getVatTreatmentForRate } from '@/lib/invoice/vat-rules'
+import { getVatTreatmentForRate } from '@/lib/invoices/vat-rules'
 import type {
   CreateJournalEntryInput,
   CreateJournalEntryLineInput,

lib/reports/__tests__/balance-sheet.test.ts

@@ -159,9 +159,14 @@ describe('generateBalanceSheet', () => {
     const report = await generateBalanceSheet('user-1', 'period-1')
 
     expect(report.asset_sections).toHaveLength(1) // Only 1930
-    expect(report.equity_liability_sections).toEqual([])
+    // Class 3-8 accounts are not included as balance sheet rows, but their
+    // net result (credit - debit = 40000 + 500 - 8000 = 32500) appears as
+    // "Årets resultat" in equity so the balance sheet can balance.
+    expect(report.equity_liability_sections).toHaveLength(1)
+    expect(report.equity_liability_sections[0].title).toBe('Årets resultat')
+    expect(report.equity_liability_sections[0].subtotal).toBe(32500)
     expect(report.total_assets).toBe(50000)
-    expect(report.total_equity_liabilities).toBe(0)
+    expect(report.total_equity_liabilities).toBe(32500)
   })
 
   it('uses Math.round for monetary precision on subtotals', async () => {

supabase/migrations/20240101000033_ai_chat_schema.sql

@@ -0,0 +1,127 @@
+-- Migration 033: AI Chat Schema
+-- Creates tables for the AI chat assistant extension:
+-- chat_sessions, chat_messages, knowledge_documents, and match_documents RPC
+
+-- Enable pgvector for embedding storage
+create extension if not exists vector with schema extensions;
+
+-- ============================================================
+-- chat_sessions
+-- ============================================================
+
+create table public.chat_sessions (
+  id          uuid primary key default gen_random_uuid(),
+  user_id     uuid references auth.users on delete cascade not null,
+  title       text,
+  created_at  timestamptz not null default now(),
+  updated_at  timestamptz not null default now()
+);
+
+alter table public.chat_sessions enable row level security;
+
+create policy "chat_sessions_select" on public.chat_sessions
+  for select using (auth.uid() = user_id);
+create policy "chat_sessions_insert" on public.chat_sessions
+  for insert with check (auth.uid() = user_id);
+create policy "chat_sessions_update" on public.chat_sessions
+  for update using (auth.uid() = user_id);
+create policy "chat_sessions_delete" on public.chat_sessions
+  for delete using (auth.uid() = user_id);
+
+create index idx_chat_sessions_user_created on public.chat_sessions (user_id, created_at desc);
+
+create trigger chat_sessions_updated_at
+  before update on public.chat_sessions
+  for each row execute function public.update_updated_at_column();
+
+-- ============================================================
+-- chat_messages
+-- ============================================================
+
+create table public.chat_messages (
+  id          uuid primary key default gen_random_uuid(),
+  session_id  uuid references public.chat_sessions on delete cascade not null,
+  user_id     uuid references auth.users on delete cascade not null,
+  role        text not null check (role in ('user', 'assistant')),
+  content     text not null,
+  sources     jsonb,
+  created_at  timestamptz not null default now()
+);
+
+alter table public.chat_messages enable row level security;
+
+create policy "chat_messages_select" on public.chat_messages
+  for select using (auth.uid() = user_id);
+create policy "chat_messages_insert" on public.chat_messages
+  for insert with check (auth.uid() = user_id);
+create policy "chat_messages_update" on public.chat_messages
+  for update using (auth.uid() = user_id);
+create policy "chat_messages_delete" on public.chat_messages
+  for delete using (auth.uid() = user_id);
+
+create index idx_chat_messages_session on public.chat_messages (session_id, created_at);
+
+-- ============================================================
+-- knowledge_documents
+-- ============================================================
+
+create table public.knowledge_documents (
+  id             uuid primary key default gen_random_uuid(),
+  source_file    text not null,
+  title          text not null,
+  section_title  text,
+  content        text not null,
+  content_hash   text unique not null,
+  embedding      extensions.vector(1536),
+  metadata       jsonb default '{}',
+  created_at     timestamptz not null default now()
+);
+
+alter table public.knowledge_documents enable row level security;
+
+-- Knowledge documents are shared — any authenticated user can read
+create policy "knowledge_documents_select" on public.knowledge_documents
+  for select using (true);
+
+create index idx_knowledge_documents_hash on public.knowledge_documents (content_hash);
+
+-- ============================================================
+-- match_documents RPC (vector similarity search)
+-- ============================================================
+
+create or replace function public.match_documents(
+  query_embedding extensions.vector,
+  match_count int default 5,
+  match_threshold float default 0.7
+)
+returns table (
+  id uuid,
+  source_file text,
+  title text,
+  section_title text,
+  content text,
+  metadata jsonb,
+  similarity float
+)
+language plpgsql
+security definer
+set search_path = public, extensions
+as $$
+begin
+  return query
+  select
+    kd.id,
+    kd.source_file,
+    kd.title,
+    kd.section_title,
+    kd.content,
+    kd.metadata,
+    1 - (kd.embedding <=> query_embedding)::float as similarity
+  from public.knowledge_documents kd
+  where 1 - (kd.embedding <=> query_embedding) >= match_threshold
+  order by kd.embedding <=> query_embedding
+  limit match_count;
+end;
+$$;
+
+grant execute on function public.match_documents(extensions.vector, int, float) to authenticated;

supabase/migrations/20240101000034_fix_extension_data_trigger.sql

@@ -0,0 +1,19 @@
+-- Migration 034: Fix extension_data updated_at trigger
+-- The original trigger references update_updated_at() which does not exist.
+-- The correct function is public.update_updated_at_column().
+-- Wrapped in DO block in case extension_data table does not yet exist.
+
+do $$
+begin
+  if exists (
+    select 1 from information_schema.tables
+    where table_schema = 'public' and table_name = 'extension_data'
+  ) then
+    drop trigger if exists extension_data_updated_at on public.extension_data;
+
+    create trigger extension_data_updated_at
+      before update on public.extension_data
+      for each row execute function public.update_updated_at_column();
+  end if;
+end;
+$$;

supabase/migrations/20240101000035_fix_push_notifications.sql

@@ -0,0 +1,28 @@
+-- Migration 035: Fix push notifications
+-- 1. Expand notification_log notification_type CHECK constraint to include new event types
+-- 2. Add per-event enabled columns to notification_settings
+
+-- Drop and recreate the CHECK constraint with new types
+alter table public.notification_log
+  drop constraint if exists notification_log_notification_type_check;
+
+alter table public.notification_log
+  add constraint notification_log_notification_type_check
+  check (notification_type in (
+    'tax_deadline',
+    'invoice_due',
+    'invoice_overdue',
+    'period_locked',
+    'period_year_closed',
+    'invoice_sent',
+    'receipt_extracted',
+    'receipt_matched'
+  ));
+
+-- Add new per-event enabled columns to notification_settings
+alter table public.notification_settings
+  add column if not exists period_locked_enabled boolean default true,
+  add column if not exists period_year_closed_enabled boolean default true,
+  add column if not exists invoice_sent_enabled boolean default false,
+  add column if not exists receipt_extracted_enabled boolean default true,
+  add column if not exists receipt_matched_enabled boolean default true;

supabase/migrations/20240101000036_fix_enable_banking.sql

@@ -0,0 +1,5 @@
+-- Migration 036: Fix Enable Banking
+-- Add authorization_id column to bank_connections for PSD2 authorization tracking
+
+alter table public.bank_connections
+  add column if not exists authorization_id text;

supabase/migrations/20240101000038_fix_match_documents_search_path.sql

@@ -0,0 +1,37 @@
+-- Migration 038: Fix match_documents search_path
+-- The function needs the extensions schema in search_path to use pgvector operators.
+
+create or replace function public.match_documents(
+  query_embedding extensions.vector,
+  match_count int default 5,
+  match_threshold float default 0.7
+)
+returns table (
+  id uuid,
+  source_file text,
+  title text,
+  section_title text,
+  content text,
+  metadata jsonb,
+  similarity float
+)
+language plpgsql
+security definer
+set search_path = public, extensions
+as $$
+begin
+  return query
+  select
+    kd.id,
+    kd.source_file,
+    kd.title,
+    kd.section_title,
+    kd.content,
+    kd.metadata,
+    1 - (kd.embedding <=> query_embedding)::float as similarity
+  from public.knowledge_documents kd
+  where 1 - (kd.embedding <=> query_embedding) >= match_threshold
+  order by kd.embedding <=> query_embedding
+  limit match_count;
+end;
+$$;