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Author SHA1 Message Date
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 b387a77bfd chore: remove Sentry, consolidate migrations, add test coverage (#244) 
* chore: remove Sentry, consolidate migrations, add test coverage

Remove @sentry/nextjs and all Sentry integration code — error tracking
now handled by Recapt. Consolidate 22 incremental migrations into a
single schema sync migration. Add 6 new test suites (auth, invoice
matching, VAT rules, opening balances) and extend report tests with
edge cases. Update Docker image name to gnubok, sync crontabs and
extension presets, fix CSP missing space, simplify journal entry
missing-document dialog.

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

* fix: remove viewer bank import migration never applied to production

20260413150000_viewer_bank_import_permissions.sql (PR #234) was merged
to main but never applied to the production database. It references
current_active_company_id() which does not exist in production either.
This breaks fresh installs and Supabase preview branches because the
migration runs before the consolidated schema sync.

Remove it so the migration chain matches production. The viewer bank
import RLS policies should be re-added in a future migration alongside
the helper functions they depend on.

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

* fix: correct delete policies for tables without company_id column

Seven tables in the generic delete-policy loop don't have a direct
company_id column, causing fresh installs to fail with "column
company_id does not exist". Fix by moving them out of the loop:

- invoice_items, journal_entry_lines, receipt_line_items,
  supplier_invoice_items → join through parent table
- extension_toggles, notification_settings, push_subscriptions →
  user-scoped (auth.uid() = user_id)

All policies match their existing production definitions.

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 10:52:00 +02:00
Mattsson a3fea6fb7c feat: add opening balance import functionality (#238) 
- Implemented OpeningBalanceResultStep component to display results of the import process, including success messages and error handling.
- Created OpeningBalanceUploadStep component for file upload with drag-and-drop support, including validation for accepted file types.
- Developed column detection logic in column-detector.ts to identify account number, name, debit, credit, and balance columns based on headers and data.
- Added parser functionality in parser.ts to handle parsing of opening balance files, including validation and BAS account matching.
- Created tests for column detection and parsing logic to ensure accuracy and reliability.
- Defined types for detected columns and parsed rows in types.ts to improve type safety and clarity in the codebase.
 2026-04-14 15:35:50 +02:00
MattssonClaude Opus 4.6greptile-apps[bot]
 		bf36ebfd88 feat: booking template library with system templates and cross-company sharing (#235) 
* feat: implement viewer role permissions for bank transaction imports and connections

* feat: add booking_template_library table with 30 system templates

Three-level scoping (system/team/company), RLS policies for
read/write/delete, and pre-seeded templates for EU reverse charge,
tax account, private transfers, salary, representation, year-end,
VAT netting, and bank/finance scenarios.

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

* feat: add template library types, helpers, and tests

- BookingTemplateLibrary/Line/Category types in types/index.ts
- applyTemplate() converts template lines + amount into form lines
- Category labels, scope helpers for UI display
- 8 unit tests for amount calculation, VAT, rounding, and scope detection

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

* feat: add booking template CRUD, export, and import API routes

- GET/POST/DELETE /api/settings/booking-templates (list, create, soft-delete)
- PUT /api/settings/booking-templates/[id] (update non-system templates)
- GET /api/settings/booking-templates/export (JSON download)
- POST /api/settings/booking-templates/import (bulk import from JSON)

All routes enforce auth, write permissions, and Zod validation.

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

* feat: add template picker UI and settings management panel

- BookingTemplatePicker: dialog with search, category/entity-type filter,
  line preview, and amount input — integrated into JournalEntryForm
- BookingTemplatesPanel: settings page with grouped templates
  (system/team/company), create dialog, export/import, soft-delete
- Settings templates page now shows both booking and counterparty templates

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

* Update supabase/migrations/20260413160000_booking_template_library.sql

Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
 2026-04-14 09:42:14 +02:00
Mattsson cd376e1cad feat: implement viewer role permissions for bank transaction imports and connections (#234) 2026-04-13 19:43:28 +02:00
Mattsson 4644642f8a Improve invite flow by replacing user listing with email existence check (#229) 
* Improve invite flow by replacing user listing with email existence check

* Refactor invite logic to redirect users based on account status and enhance email existence check permissions
 2026-04-13 16:15:20 +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 ade4ad5971 Fiscal period and multi bank (#228) 
* feat: add fiscal period backward chaining and entry date validation

Support creating fiscal periods before the earliest existing period
(backward chaining) for backfill scenarios, alongside the existing
forward chaining. The engine now validates that entry dates fall within
the selected fiscal period, with a Swedish error message. The journal
entry form auto-selects the matching period and shows a warning with
a CreatePeriodDialog when no period covers the entry date.


* feat: support multi-bank-account for imports and reconciliation

Plumb a configurable settlement account through the entire bank import
pipeline — mapping engine, transaction entries, ingest, and
reconciliation — so secondary bank accounts (e.g. 1931, 1932) work
correctly instead of hardcoding 1930. Adds a get_unlinked_bank_lines
RPC that generalizes the existing get_unlinked_1930_lines with a
fallback for backwards compatibility. The bank file import UI now shows
a bank account selector when multiple 19xx accounts exist. Also adds
default_vat_code/sru_code to account creation and fixes uploadDocument
argument order in enable-banking sync.
 2026-04-13 11:13:02 +02:00
Jakob WennbergandClaude Opus 4.6 258a64a849 feat: allow replacing completed SIE imports (#227) 
* feat: allow replacing completed SIE imports

Users who import a SIE file, make adjustments in the source system, and
re-export can now replace the old import instead of being permanently
blocked by the "overlapping fiscal year" guard.

The old import's entries are cancelled (posted → cancelled) and the
import is marked as 'replaced'. Nothing is deleted — full audit trail
preserved per BFL 5 kap 5§ (rättelse) and BFNAR 2013:2 kap 8.

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

* fix: address Greptile review — atomic RPC, locked_at check

- P1: Wrap entry cancellation + import status update in a single DB RPC
  (replace_sie_import) to prevent inconsistent state on partial failure
- P2: Check locked_at in addition to is_closed for fiscal period guard
- P2: Use RPC return value for accurate cancelled entry count

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 10:48:49 +02:00
Mattsson 973a2b81a0 Voucher series switcher (#219) 
* 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.

* Add default voucher series configuration for manual journal entries
 2026-04-12 23:39:14 +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 bca00cc5bd fix: BankID fallback, bank import fixes, account deletion (#216) 
* fix: BankID graceful fallback, bank import fixes, and account deletion

- BankID: surface service_unavailable state in login/register with password
  fallback messaging; structured error codes in tic extension; poll failure
  counter in BankIdAuth avoids infinite retry when TIC API is down.
- Transactions: allow deleting unbooked bank-synced and imported transactions
  (only posted entries remain protected); detect reconnect duplicates by also
  checking unbooked bank-synced rows in content-based dedup.
- Enable Banking: key external_id by account iban/uid instead of connection id
  so reconnects don't create duplicates.
- Bank import: detect SEB privatbanken CSV variant (Bokföringsdatum /
  Valutadatum headers) via regex.
- Banking settings: replace full-screen sync loader with toast notifications.
- delete_user_account: raise statement_timeout, pre-clear NO ACTION FK
  references, and disable audit/immutability triggers during CASCADE.

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

* fix: address Greptile review — ingest dedup scoping and migration EXCEPTION handler

- ingest: split buildExistingTransactionMap into two maps. Booked rows
  (any source) remain consumed by any incoming raw transaction, but
  unbooked enable_banking slots are only consumed when the incoming raw
  transaction is also enable_banking. This preserves reconnect dedup
  while preventing false positives where a pending bank-synced row
  silently blocks a legitimately separate CSV row with the same
  date/amount.
- delete_user_account: add EXCEPTION WHEN OTHERS handler that re-enables
  every legally required enforcement trigger before re-raising. Postgres
  transactional DDL already rolls back on abort, but the explicit guard
  makes the intent unambiguous and covers sub-transaction edge cases so
  enforcement triggers are never left disabled.

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

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-04-11 13:02:50 +02:00
Mattsson aa405b9a74 Fix/company creation bug (#212) 
* feat: enhance JournalEntryForm with currency selection and exchange rate fetching

- Added currency selection to JournalEntryForm, allowing users to choose from multiple currencies (SEK, EUR, USD, GBP, NOK, DKK).
- Implemented fetching of exchange rates from Riksbanken API based on selected currency and entry date.
- Updated calculations for foreign amounts and SEK equivalents based on user input and fetched exchange rates.
- Improved form handling to reset currency-related fields when switching back to SEK.

feat: refactor WelcomeOnboarding to streamline company creation process

- Replaced direct company switching with a new server action to create a company from onboarding data.
- Added validation for fiscal period during onboarding steps, allowing for mid-month starts for the first fiscal period.
- Enhanced error handling and rollback mechanisms to ensure data integrity during company creation.

fix: update Step3TaxRegistration to allow flexible first-year start dates

- Modified date selection to include day, month, and year for the first-year start date.
- Updated validation messages to reflect changes in fiscal year start date handling.

test: expand validate-period-duration tests for fiscal period validation

- Added tests to validate that mid-month starts are allowed for the first fiscal period.
- Ensured that subsequent periods must start on the 1st of the month and enforced maximum duration constraints.

feat: implement currency rate API endpoint

- Created a new API route to fetch exchange rates for specified currencies, ensuring user authentication.
- Validated currency input and handled errors for invalid requests.

chore: update database constraints for fiscal periods

- Modified database constraints to allow custom start dates for the first fiscal period while enforcing day-1 starts for subsequent periods.

* fix: implement computeFiscalPeriod function for onboarding and refactor JournalEntryForm

* Fixed date issue

* Added migration
 2026-04-10 11:02:28 +02:00
Mattsson bb336eba88 Fix/user feedback (#210) 
* 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
 2026-04-09 16:22:51 +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
Jakob WennbergandClaude Opus 4.6 7a18d89c70 feat: INK2 declaration improvements, invoice delivery date & Swedish compliance skills (#204) 
* 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>
 2026-04-09 13:16:10 +02:00
Mattsson bf5a8d9195 Fix/multiple company (#203) 
* Refactor onboarding and dashboard logic; add silent team creation for users

- Removed unnecessary useCompany context in DashboardContent and SettingsSidebar components.
- Simplified onboarding setup logic to allow direct access to the dashboard for users without companies.
- Introduced WelcomeOnboarding component to handle user onboarding steps.
- Added migration to create silent teams for all users at signup, backfilling existing users without teams, and cleaning up incomplete companies.

* fix: update greeting logic and improve email handling in TIC extension

* Redirect to onboarding for users without companies and update onboarding flow

* Build issue fix

* Enhance onboarding experience by adding existing companies check
 2026-04-09 11:54:12 +02:00
Mattssonandgreptile-apps[bot] 211033410c Fix/import data (#200) 
* fix: enhance import data handling and consent management across components

* feat: Enhance SIE import functionality with validation and error handling improvements

- Added validation errors and warnings state management in SIEImportWizard.
- Improved error handling for duplicate, validation, and parsing errors during SIE file import.
- Enhanced user feedback with actionable guidance for common import errors.
- Updated SIEUploadStep to display validation errors and warnings.
- Improved error messages in API routes for better clarity and user experience.
- Added file size and type validation in the SIE parse route.
- Enhanced parsing logic to provide more detailed error messages for unbalanced vouchers and missing amounts.
- Created a new storage bucket for SIE file archival in Supabase with appropriate policies for user access.
- Updated tests to reflect changes in error messages and validation logic.

* fix: Improve type assertion for response in getPage method

* Update extensions/general/arcim-migration/lib/migration-orchestrator.ts

Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>

* Update supabase/migrations/20260408130000_sie_files_storage_bucket.sql

Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>

* fix: Add company ID verification for consent handling in accept and disconnect endpoints

---------

Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
 2026-04-08 18:17:00 +02:00
Jakob WennbergandClaude Opus 4.6 6d75b9a1bf feat: BankID authentication via TIC Identity API (#192) 
* feat: add BankID authentication via TIC Identity API

Integrate BankID as a login/signup method using the TIC Identity API.
Users can authenticate with BankID QR codes (desktop) or deep links (mobile),
link BankID to existing accounts, and skip TOTP MFA when BankID is linked.
Removes Step 0 (role choice) from onboarding for all users. Adds enrichment
data support for pre-filling company details from Bolagsverket during signup.

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

* fix: address PR review — server-side rate limit, unlink clears MFA bypass

- Add per-IP rate limit (5s cooldown) on /bankid/start to prevent
  unbounded billable TIC sessions from unauthenticated callers
- Add /bankid/unlink endpoint that deletes bankid_identities AND clears
  app_metadata.bankid_linked so MFA enforcement resumes after unlink
- Update BankIdSettings to call server-side unlink instead of client-side delete

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

* fix: move rate limiter to module scope, add BankID logo and year-end skill

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

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-04-08 13:44:14 +02:00
Mattsson 6486e0d9e2 Fix/transaction inconsitensies (#190) 
* fix: request explicit page size from Enable Banking API to fetch all transactions

The API defaults to ~10 transactions per page when no limit is specified,
causing incomplete syncs for users with more transactions.


* fix: enhance DELETE operations and add missing RLS policies for multi-tenant support
 2026-04-08 11:25:46 +02:00
Mattsson d5410a518f Mobile view fixes (#188) 
* fix: make new user checklist mobile responsive

Adjust spacing, padding, typography, and indentation for small screens
so the onboarding welcome screen works well on mobile devices.

* fix: make expenses and bookkeeping verification views mobile responsive

- Expenses/new: stack form grids on mobile, replace line items table with
  card layout, full-width action buttons
- Expenses/[id]: stack header and actions, card layout for line items and
  payments, single-column info grid on mobile
- JournalEntryList: unify verification lines into card layout for all
  screen sizes, hide redundant line descriptions that duplicate account
  name or entry description, stack filter bar and action buttons on mobile

* fix: remove stray )); in provider_consents migration

Syntax error on line 35 caused MIGRATIONS_FAILED on the Supabase staging branch.

* fix: enhance mobile responsiveness for invoices page and update dialog styles
 2026-04-07 15:53:30 +02:00
MattssonClaude Opus 4.6greptile-apps[bot]
 		e42da5c32b Staging (#181) 
* refactor: remove unnecessary secondary action from EmptyInvoices component

* feat: add direct provider layer and provider_consents migration

Replace Arcim Sync gateway dependency with direct provider clients
for Fortnox, Visma, Briox, Bokio, and Björn Lundén. Adds OAuth
config, rate limiting, retry logic, data fetching, and consent
storage via new provider_consents/tokens/otc tables.

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

* refactor: migrate arcim extension to direct provider APIs

Replace Arcim Sync gateway calls with direct provider API access.
Use FortnoxClient.getText() for SIE endpoints that return plain text
instead of JSON. OAuth callback now returns HTML with postMessage
to communicate with the opener window instead of redirecting.

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

* fix: use OAuth popup window instead of new tab

Open provider login in a centered popup that auto-closes on
completion via postMessage, keeping the user on a single tab.
Falls back to redirect flow if popup is blocked.

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

* feat: add connection status, consent reuse, and SIE duplicate detection

- Add listConsents() to query active consents by company
- Add GET /status route returning consents, SIE import history, and
  entity counts
- /connect reuses existing accepted consent instead of creating
  duplicates, and cleans up abandoned (status 0) consents
- /status only returns accepted (status 1) consents
- /sie-data checks each file's SHA-256 hash against sie_imports to
  report per-file import status (alreadyImported, importedAt)
- /sie-data blocks on SIE validation failure (mirrors manual upload)
- /import-sie validates unmapped accounts and auto-activates missing
  BAS accounts in chart_of_accounts (mirrors manual upload)

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

* feat: show active connections, SIE file status, and smart re-sync UI

- ProviderStep shows active connections with last import date, entity
  counts, "Synka igen" button, and disconnect option
- Already-connected providers greyed out in selection grid
- OptionsStep shows per-fiscal-year import status (imported vs new)
- SIE toggle disabled with explanation when all files already imported
- handleStartMigration skips already-imported SIE files
- Auto-skip mapping step and disable SIE on re-sync when up to date
- Result step hides empty "0 importerade" rows and shows
  "Allt är uppdaterat" when nothing new was fetched
- OptionRow supports disabled state

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

* fix: adjust COMING_SOON_PROVIDERS based on NODE_ENV for development and production

* Removed duplicate

* Removed duplicate

* refactor: redesign reports page navigation from grid boxes to bordered card layout

Replace the 4-column grid of uneven TabsList boxes with a CSS grid card
using auto-sized columns separated by 1px border dividers. All sections
now share equal height via items-stretch, with clear visual separation
between groups.

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

* chore: trigger Vercel deployment

* Update supabase/migrations/20260402010000_provider_consents.sql

Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>

* Update lib/providers/rate-limiter.ts

Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>

* chore: re-trigger checks after migration sync

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
 2026-04-07 10:30:20 +02:00
Jakob WennbergandClaude Opus 4.6 c4a6d16e94 feat: document inbox + fix MCP pending operations user_id (#172) 
* fix: always use business PSU type for bank connections

EF (sole trader) users connecting to Nordea got personal accounts
because psu_type was set to 'personal' based on entity_type. Since
gnubok is accounting software, all bank connections should use
'business' PSU type regardless of entity type.

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

* feat: document inbox extension with AI classification

Add invoice-inbox extension for email-based document processing with
AI-powered classification, supplier matching, and inbox management.
Includes MCP tools for document upload/listing, migration, and
supporting changes across document service, API keys, and banking.

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

* fix: disable invoice-inbox extension, use dynamic import in MCP server

Keep invoice-inbox out of extensions.config.json until ready for
production. MCP server now dynamically imports classifyDocument to
avoid breaking when the extension is disabled.

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

* fix: correct file size error message in invoice-inbox upload

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

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-04-03 16:45:17 +02:00
Jakob WennbergandClaude Opus 4.6 9dceb6285c fix: SIE import voucher range bugs + remove describe transaction (#161) 
* fix: fix SIE import voucher range bugs from multi-tenant migration and remove describe transaction feature

- Fix reserve_voucher_range RPC parameter mismatch (p_user_id → p_company_id) causing duplicate voucher errors
- Fix create-accounts onConflict from user_id to company_id
- Add reserve-then-adjust pattern: pre-reserve voucher range before batch insert, release unused range on partial failure
- Add release_voucher_range DB function for safe rollback
- Remove DescribeTransactionDialog, describe/batch-describe API routes, and related schemas (feature superseded)

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

* fix: address Greptile review — voucher range race condition and orphaned entries

- Add p_reserved_highest upper-bound guard to release_voucher_range to prevent
  rolling back past numbers claimed by concurrent operations
- Move highestInsertedVoucher tracking to after both headers AND lines succeed,
  preventing orphaned journal entries with no lines from being counted as "used"

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

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-04-02 10:48:13 +02:00
Jakob WennbergandClaude Opus 4.6 d0b3f21bde feat: remove AI extensions, restructure settings, and add atomic voucher commits (#157) 
Remove AI-dependent extensions (ai-chat, ai-categorization, receipt-ocr,
invoice-inbox) and their infrastructure (lib/ai/*, ai-consent, LangChain/
Anthropic/OpenAI deps) to simplify core and reduce bundle size.

Restructure monolithic settings page into dedicated sub-pages (company,
bookkeeping, invoicing, tax, banking, api, account, team, templates) with
shared layout and sidebar navigation.

Add atomic commit_journal_entry RPC so voucher number increment and status
update happen in a single transaction — prevents burned numbers on constraint
failures. Add continuity check report and voucher gap explanation tracking.

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-04-01 17:08:00 +02:00
Jakob WennbergandClaude Opus 4.6 e89f2c402d feat: complete multi-tenant refactor + settings validation + fiscal period API (#156) 
* feat: complete multi-tenant refactor for reconciliation, arcim, settings validation

- Migrate bank-reconciliation to company_id (all functions + tests)
- Migrate arcim-migration entity mappers and orchestrator to company_id
- Fix enable-banking reconciliation calls to use companyId
- Add Swedish law validation to settings schema:
  - VAT number required when VAT-registered (ML 11 kap. 8§)
  - Moms period required when VAT-registered (SFL 26 kap.)
  - Aktiebolag must use accrual accounting (BFNAR 2006:1)
- Fix fiscal year period creation: always 12 months after first year (BFL 3 kap.)
- Add plusgiro, website, pays_salaries fields to CompanySettings
- Add plusgiro to invoice PDF template
- Add fiscal period CRUD and opening balances API routes
- Add frame-src CSP directive for future iframe embedding
- Fix unlinked_1930_lines RPC to use company_id parameter
- Update CLAUDE.md documentation

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

* fix: address PR review findings (P1 + P2)

- Fix reconciliation events emitting companyId as userId — thread
  actual userId through runReconciliation and manualLink
- Move VAT cross-field validation (vat_number, moms_period) from
  schema refinements to route handler where effective stored state
  is available, preventing false rejection on partial updates
- Add plusgiro format validation regex (N-N pattern)

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

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-04-01 14:46:41 +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
MattssonandClaude Opus 4.6 1756af6c5e Eb and skills (#152) 
* fix: improve date filter UX with partial dates and Apply button (GNU-18)

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

* feat: enhance banking settings with connection handling and integrity checks

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-30 13:20:07 +02:00
MattssonandClaude Opus 4.6 550cadcb06 fix: harden auth, cron secrets, and provider flows (GNU-17) (#148) 
- Replace === with crypto.timingSafeEqual in all 7 cron routes via shared lib/auth/cron.ts
- Add in-memory rate limiting (60 req/min) and expires_at support to calendar feed
- Add exponential backoff on MFA verify after 3 failed attempts
- Add 60s cooldown on password reset requests
- Validate bank callback auth code format before API call
- Redact session IDs from bank sync and callback logs
- Validate OAuth redirect_uris against allowlist (claude.ai, claude.com, localhost)
- Remove excessive PII/debug console logging from login page

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-29 23:49:09 +02:00
MattssonandClaude Opus 4.6 bb473e2c57 Worktree api key scopes (#139) 
* feat: add read/write scopes to API keys

API keys now require explicit scopes (e.g. transactions:read,
invoices:write) instead of having implicit full access. The create
dialog shows grouped checkboxes per domain with read/write split.
Legacy keys with null scopes default to read-only. MCP tools/list
is filtered by scope and tools/call rejects unauthorized calls.

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

* Enhance API key scopes with suppliers and update descriptions for better clarity

* fix: drop function before recreating with changed return type

PostgreSQL cannot change return type via CREATE OR REPLACE.
Drop the existing function first to avoid SQLSTATE 42P13.

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

* fix: add new migration to drop and recreate function with scopes return type

The original migration was already applied, so a new migration is needed
to DROP the function first before recreating with the updated return type.

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

* fix: add DROP FUNCTION to original migration, remove redundant fix migration

Preview branches replay all migrations from scratch. The original migration
must DROP the function before recreating it with a changed return type,
otherwise PostgreSQL rejects the CREATE OR REPLACE. The separate fix
migration is no longer needed.

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

* fix: rename migration to avoid duplicate version in schema_migrations

Version 20260325120000 is already recorded in the preview DB from a
prior failed apply. Renaming to 20260326130000 so Supabase treats it
as a new migration.

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

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-26 13:30:26 +01:00
Jakob WennbergandClaude Opus 4.6 f3ae3cd361 feat: event log, pending operations, and MCP staging (#135) 
* feat: event log, pending operations, and MCP staging

- Event log system: persist bus events to event_log table for external
  automation platforms. Batch insert for transaction.synced. Daily
  cleanup cron at 02:00 UTC.
- Pending operations: MCP write tools (categorize, create customer,
  create invoice) now stage to pending_operations instead of executing
  directly. Users review and commit/reject from /pending in the web UI.
- Granskning page: card-based review UI with expandable previews,
  commit/reject dialogs. Only shown in nav when pending ops exist.
- Commit route re-executes using core lib functions (no extension
  imports). Guards against stale state (double-commit, deleted entities).

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

* feat: stage new MCP write tools after main merge

Add staging for 4 new write tools from #133:
- mark_invoice_paid, send_invoice, mark_invoice_sent,
  match_transaction_invoice
- Expand pending_operations CHECK constraint
- Add commit executors with full execution logic
- Add UI labels and generic preview component
- Remove confirm parameter from categorize (single-call staging)
- Fix UUID in pending op title (fetch transaction description)
- Hide Granskning nav when no pending ops

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

* fix: address PR review feedback

- Fix TS build error: use `select('*, customer:customers(*)')` for
  match_transaction_invoice to avoid array type inference
- Add status guard to commitSendInvoice (prevents duplicate sends)
- Replace auth.admin.getUserById with user email from session auth
- Restore optimistic lock check in commitMatchTransactionInvoice
- Fix tool description typo: expense_software → expense_office

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

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-26 10:07:36 +01:00
Jakob WennbergandClaude Opus 4.6 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>
 2026-03-25 14:54:53 +01:00
Jakob WennbergandClaude Opus 4.6 d8e0a22495 feat: counterparty templates, Skatteverket extension, complete VAT form (#117) 
* 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>

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-24 13:41:12 +01:00
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 5d66dd6bfc feat: MCP server, API keys, OAuth, and KPI dashboard (#72) 
* fix: prevent Chrome auto-translate from crashing React during onboarding

Chrome auto-translate modifies DOM text nodes when it detects a Swedish
page (lang="sv") in a browser set to English. React does not expect
external DOM mutations and throws, crashing the entire component tree
into global-error.tsx on every step transition.

Add translate="no" and <meta name="google" content="notranslate"> to
suppress browser translation. Also fix timezone-unsafe date parsing in
fiscal period validation (new Date("YYYY-MM-DD") + getDate() returns
local-timezone values, shifting dates by -1 day in Western timezones).

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

* fix: add notranslate meta tag to global-error.tsx for consistency

Per review feedback — global-error.tsx renders its own <html> document,
so it needs the same <meta name="google" content="notranslate"> tag as
layout.tsx to fully suppress Chrome translation on error pages.

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

* feat: add MCP server extension with OAuth, API keys, and KPI dashboard

Let users do bookkeeping through Claude Desktop, Claude Code, or any
MCP-compatible client. "Show my uncategorized transactions." "Book that
as office supplies." "Invoice Acme for 15,000 kr."

MCP server (extension):
- 10 tools: transactions, categorization, customers, invoices,
  trial balance, VAT report, KPI report, income statement
- JSON-RPC 2.0 protocol (no SDK dependency, works in serverless)
- Tool annotations, pagination, input validation per MCP best practices
- Same engine as web UI (VAT rules, exchange rates, event emission)

API key infrastructure (core):
- api_keys table with RLS, rate limiting (100 RPM), scopes column
- Atomic rate limit via DB RPC (validate_and_increment_api_key)
- Key management API routes + settings UI panel

OAuth 2.1 for Claude Desktop connectors:
- .well-known/oauth-protected-resource + oauth-authorization-server
- Authorization endpoint with consent page
- Token endpoint with PKCE verification
- Stateless encrypted auth codes (AES-256-GCM, no DB storage)
- Dynamic client registration

KPI dashboard:
- /nyckeltal page with hero cards, operational grid, trend chart
- GET /api/reports/kpi endpoint
- Gross margin, cash position, expense ratio, avg payment days,
  VAT liability, revenue/expense trend

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

* fix: address OAuth security vulnerabilities from code review

Critical fixes:
- Auth code replay: Track used codes in oauth_used_codes table with
  unique constraint. Codes are single-use per OAuth 2.1 §4.1.2.
- Open redirect: Validate redirect_uri against hardcoded allowlist
  of known Claude callback URLs + localhost for dev.

P1 fixes:
- Move API key creation from /authorize to /token endpoint. Keys are
  only created after PKCE verification, preventing orphaned keys on
  abandoned OAuth flows.
- Add ensureInitialized() to MCP server so event handlers load and
  transaction.categorized events reach extensions.

P2 fixes:
- Remove 'plain' from PKCE methods — only S256 is advertised and
  accepted.
- Fix extension count in sectors test (10 → 11 for mcp-server).

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

* fix: remove duplicate ensureInitialized() that caused circular import

The extension router (ext/[...path]/route.ts) already calls
ensureInitialized() before dispatching to handlers. The duplicate
call in server.ts created a circular import that Turbopack couldn't
resolve, breaking the Vercel build.

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

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-21 12:57:14 +01:00
Jakob WennbergandClaude Opus 4.6 86348c80c7 feat: BFL-compliant journal descriptions and cancelled entry status (#55) 
* 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>

* fix: OAuth callback redirect for local dev and timeout resilience

- Pass redirectUri dynamically from NEXT_PUBLIC_APP_URL so OAuth
  callbacks work on localhost (not just production)
- Encode consentId/provider in OAuth state (base64url JSON) so the
  callback doesn't depend on session storage
- Add skipAuth flag to extension API routes for OAuth callbacks
  (external provider redirects have no user session cookie)
- Wrap AbortError in descriptive timeout messages in arcim-client
- Make preview endpoint resilient to partial failures (company info
  and SIE fetch are individually non-blocking)
- Simplify login page (remove unused magic link auth mode)

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

* fix: create journal entry before marking invoice as paid

Move journal entry creation before the invoice status update so that
if accounting fails, the invoice is not permanently marked paid without
a corresponding entry. Previously the error was silently swallowed.

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

* fix: update mark-paid tests for journal-first ordering

Reorder mock queue to match new flow (settings before update), update
failure test to expect 500 instead of silent success, add try-catch
with proper error response in route handler.

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

* feat: add reverse charge VAT (ruta 20-32) and improve mobile UX across dashboard

Add full reverse charge (omvänd skattskyldighet) support to the VAT declaration:
- Map accounts 2614/2624/2634 to ruta 30/31/32 for self-assessed output VAT
- Calculate purchase bases (ruta 20-24) from supplier invoices by supplier type
- Include ruta 30-32 in ruta 49 formula and totalOutputVat summary
- Display reverse charge section in reports UI and composition chart
- Add comprehensive test coverage for all reverse charge scenarios

Improve mobile UX across the app:
- Convert nav drawer to bottom sheet with drag handle and safe area padding
- Add mobile card layout for PaymentBookingDialog journal lines
- Replace settings tab pills with dropdown selector on mobile
- Make wizard step indicators responsive (collapsed on mobile)
- Ensure all dialog footers stack buttons full-width on mobile
- Add 44px minimum touch targets throughout
- Make onboarding buttons full-width on mobile

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

* fix: address Greptile review — indentation, query efficiency, tab dedup

- Fix misleading try-block indentation in mark-paid route
- Filter reversed entries at DB level (.eq('status', 'posted')) instead
  of fetching then discarding in memory
- Extract shared settingsTabs array so mobile Select and desktop
  TabsList stay in sync automatically

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

* feat: add resilience fallbacks, Arcim retry logic, and client tests

Add FallbackPrompt component and integrate it across banking and migration
error states so users always have a manual import escape hatch. Add retry
with exponential backoff to Arcim API client for transient failures (429,
502, 503, 504) and timeouts. Expand import page deep-linking with ?mode=
parameter. Add persistent error banner on settings page for bank connection
failures. Include 18 new tests for the Arcim client covering retry, backoff,
pagination, timeout, env validation, and singleton resource unwrapping.

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

* fix: address Greptile review — setActiveTab, test cleanup, redundant clearTimeout

- Add missing setActiveTab('banking') when handling bank_error query
  param so the error banner is actually visible (P1)
- Guard env-var cleanup with try/finally in arcim-client tests to
  prevent state leakage on assertion failure (P2)
- Only mock retry-range setTimeout delays in backoff test, letting
  AbortController timers pass through real setTimeout (P2)
- Remove redundant clearTimeout in catch block — finally handles it (P2)

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

* feat: add BFL-compliant counterparty names to journal descriptions and cancelled entry status

Journal descriptions now include customer/supplier names for traceability
(e.g. "Kundfaktura 1001, Foretag AB"). Failed draft entries are marked as
'cancelled' instead of deleted, respecting immutability constraints.
Includes DB migration for the new journal_entries status value.

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

* fix: address Greptile review — Swedish typos, missing source type, trigger and reversal cleanup

- Fix Swedish spelling: leverantor → leverantör in all supplier description prefixes
- Add supplier_credit_note to supplierSourceTypes in VAT declaration so credit
  notes correctly reduce reverse-charge bases (ruta 20–24)
- Mark orphaned concurrent reversals as cancelled instead of attempting deletion
  that the immutability trigger blocks
- Allow posted → cancelled transition in trigger for orphaned reversal cleanup
- Restrict cancelled entry line trigger to DELETE-only (block INSERT/UPDATE)

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

* fix: use main's Step3TaxRegistration (onboarding restructured in PR #54)

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

* chore: retrigger Greptile review

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

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-18 17:53:54 +01:00
Jakob WennbergandClaude Opus 4.6 98cd253bce feat: enable banking hardening, arcim inference, SIE fixes, onboarding (#32) 
* feat: import system improvements, INK2 fix, and Swedish text corrections

- 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>

* feat: arcim migration wizard UX fixes, Sentry setup, and extension scaffolding

Arcim migration wizard improvements:
- Progress bar now excludes non-interactive steps (migrating/result)
- Fix OAuth text to match target="_blank" behavior (new tab, not redirect)
- Display month names instead of "Månad X" in preview
- Fix Swedish typo "förifylla" in no-company-info message
- Replace native checkboxes with shadcn Switch in options step
- Add ConfirmationDialog before starting migration
- Show progress percentage during migration
- Add "Nästa steg" guidance and navigation links in result step
- Add "Försök igen" button in error state (returns to options)
- Add Bokio company ID help text (GUID from URL)
- Add Fortnox integration add-on hint on connection failure

Also includes: SIE import system improvements, INK2 fixes, Swedish text
corrections, Sentry error tracking setup, and arcim-migration extension
scaffolding.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: address PR review feedback

- Fix OAuth error recovery blank page (restore provider from URL params)
- Pass real userId to MigrationWizard instead of empty string
- Remove ~50 debug console.log statements from sie-import.ts
- Fix comment referencing account 3740 → 3741

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: comprehensive UI design audit and normalization

Dashboard audit:
- Fix muted-foreground contrast (4.31:1 → 5.08:1) for WCAG AA
- Add prefers-reduced-motion media query for all animations
- Replace border-l-2 accent anti-pattern with subtle full-border colors
- Add aria-expanded to toggle buttons, role="status" to live counters
- Fix touch targets on deadline buttons (28px → 36px)
- Vary section spacing for rhythm (mb-12/mb-10/mb-8)
- Remove unused imports and dead code

Transactions audit + hardening:
- Add pagination (200 per page) with "Ladda fler" button
- Replace height animation with transform-only exit animation
- Show batch progress in floating action bar during processing
- Fix batch bar mobile overlap (bottom-20 on mobile)
- Replace clickable badges with proper button elements
- Add safe area padding to fullscreen swipe view
- Add response.ok check to suggestion fetch
- Add truncation to invoice number buttons

Invoicing audit:
- Remove border-l-4 accent pattern from invoice cards
- Replace string concatenation with cn() utility

Systemic sweep (34 files):
- All page headings: font-bold → font-display font-medium (Fraunces)
- All stat numbers: font-bold → font-display font-medium tabular-nums
- All hard-coded blue/amber/emerald colors → design tokens
- Remove all dark mode overrides (tokens handle automatically)
- Tint pure white card background to 99%

Design context added to CLAUDE.md with brand personality,
aesthetic direction, and 5 design principles.

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

* fix: bookkeeping flow audit — design system, accessibility, UX

- Replace raw <select> with shadcn Select component (JournalEntryForm)
- Add confirmation dialog for account deletion (ChartOfAccountsManager)
- Remove console.error from production code (JournalEntryList, JournalEntryForm)
- Fix contradictory h-7/min-h-[44px] button sizing → h-10 (ChartOfAccountsManager)
- Increase BAS catalog "Lägg till" touch target h-7 → h-9
- Improve loading state with spinner (JournalEntryList)
- Improve empty state with icon, description, and guidance (JournalEntryList)
- Add response.ok check on journal entry fetch
- Add aria-expanded to entry expand buttons
- Add tabular-nums to desktop debit/credit columns

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

* fix: onboarding and empty state improvements

Onboarding:
- Replace font-serif with font-display (Fraunces) for brand consistency
- Remove console.error calls from production code

Empty states:
- Fix broken /transactions/new link in EmptyTransactions (route doesn't exist)
- Add actionHref fallback to EmptyCustomers when no onAction prop provided
- Improve EmptyTransactions description copy

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

* fix: clarify Swedish UX copy — terminology, errors, descriptions

Terminology consistency:
- "Försenad" → "Förfallen" for overdue invoices (customers/[id])
- "bokföringsorder" → actionable description in bookkeeping page
- "verifikation har bifogats" → "underlag har bifogats" in doc warning
- "Fortsätt ändå" → "Bokför utan underlag" (specific action)

Error messages — replace generic "Fel" + "Något gick fel" with specific:
- "Något gick fel vid bokföring" → "Transaktionen kunde inte bokföras"
- "Något gick fel vid matchning" → "Transaktionen kunde inte matchas"
- "Kunde inte hämta X" → "Kunde inte ladda X" + recovery hint
- Add "Försök igen" guidance to all error toasts

Page descriptions — replace redundant with actionable:
- Invoices: "Skapa och hantera" → "Skicka, följ betalningar, skapa kreditnotor"
- Bookkeeping: list of features → actionable description

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

* fix: design critique — dashboard affordance, reports description

Dashboard:
- Add ChevronRight indicator to clickable summary cards
  (Att få betalt, Koppla bank) to distinguish from static cards
- Add cursor-pointer to linked cards

Reports:
- Replace feature list description with actionable guidance
  "Huvudbok, grundbok..." → "Generera skattedeklarationer..."

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

* fix: replace generic "Fel" error toasts with specific messages

Deadlines: 5 generic "Fel" → specific per-action titles
  (create, toggle, edit, delete, load)
Expenses detail: 5 generic "Fel" → specific per-action titles
  (load, approve, pay, credit, delete)
Expenses new: 3 generic "Fel" → instructional validation messages
  (supplier name, supplier selection, invoice number)
Customers: 1 generic "Fel" → specific load error with recovery hint

All error toasts now follow pattern:
  title = what failed, description = how to recover

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

* fix: replace all remaining generic "Fel" error toasts (37 instances)

Systematic sweep across 12 dashboard pages replacing generic
title: 'Fel' with context-specific error titles:

- Load errors: "Kunde inte ladda [resurs]"
- Action errors: "[Åtgärd] misslyckades"
- Validation: "[Fält] saknas"

Every error toast now tells the user what failed without needing
to read the description. Recovery hints added where missing.

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

* fix: import flow — normalize stat typography, remove console.warn

- Replace font-bold with font-display font-medium on 13 stat numbers
  across SIEPreviewStep, BankFilePreviewStep, BankFileConfirmStep,
  ImportResultStep (missed by systemic sweep since these are in
  components/import/, not app/(dashboard)/)
- Add tabular-nums to stat numbers displaying counts/currency
- Remove console.warn in ArcimMigrationWorkspace

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

* fix: final cleanup — console statements, remaining font-bold stats

Remove production console statements:
- Step1EntityType: remove debug console.warn (dead code after onNext)
- TransactionBookingDialog: remove console.error on doc link failure
- JournalEntryAttachments: remove 3 console.error calls

Normalize remaining font-bold stat displays:
- SwipeCategorizationView: 3 instances (completion, amount displays)
- NEDeclarationView: yearly result heading + value

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

* fix: address Greptile review feedback

loadMoreTransactions: add inbox item enrichment matching fetchTransactions
- Paginated transactions now fetch invoice_inbox_items in parallel
- Fixes missing document indicator, template suggestions, and inbox
  match card for transactions loaded via "Ladda fler"

fetchAllPages: add maxPages guard (default 500) to prevent infinite loop
- If Arcim gateway returns hasMore:true indefinitely, the loop now
  exits after 500 pages instead of running forever

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

* docs: minimize CLAUDE.md — remove derivable content, fix stale data

Remove ~230 lines (51% reduction) of content that duplicates what's
already in the source code (directory tree, function tables, type
definitions, migration lists). Update migration count (63→65), add
missing test helpers, fix cron job list. Keep all high-value sections:
accounting guard rails, BAS accounts, VAT rutor, design context.

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

* feat: enable banking hardening, arcim entity inference, SIE import fixes, and onboarding improvements

- Enable Banking: OAuth CSRF state tokens, JWT caching, retry with timeouts, raw PSD2 response archival (BFL 7 kap), expired/error connection UI, consent expiry notifications, pagination safety limits
- Arcim migration: Smarter entity type inference from org numbers, VAT prefixes, company name suffixes (GmbH, Ltd, etc.), and country codes
- SIE import: Parser and import fixes with new migration
- BAS accounts: Added vehicle accounts (1241, 1242, 1249, 1259)
- Dashboard: New SIE import and stale uncategorized transaction queries
- Onboarding: Enhanced NewUserChecklist
- Period service: Improvements with updated tests
- Transaction ingest: Updated logic and tests

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

* fix: address Greptile review — credit note type, EU country codes, notification thresholds, migration timestamps

- Fix dead ternary: credit notes now correctly stored as 'credit_note' instead of 'invoice'
- Add 'GR' (Greece ISO 3166-1) to EU_COUNTRIES alongside 'EL' (VAT prefix)
- Fix consent notification condition: fire at exactly 7 days or ≤3 days, not every day in 7-day window
- Deduplicate migration timestamps: rename SIE migration to 20260316120100

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

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-16 14:21:32 +01:00
Jakob WennbergandClaude Opus 4.6 e8fb84b4fd feat: import system improvements, INK2 fix, and Swedish text corrections (#10) 
- 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>
 2026-03-11 18:05:37 +01:00
MattssonClaude Opus 4.6greptile-apps[bot]
 		109f860e22 Sandbox (#8) 
* feat: add sandbox infrastructure — migration, types, and middleware

Add database migration for sandbox support:
- Add `is_sandbox` boolean column to company_settings
- Update 4 enforcement trigger functions (journal entry immutability,
  journal entry line immutability, retention enforcement, document
  deletion blocking) to bypass checks for sandbox users
- Add `cleanup_sandbox_user()` SECURITY DEFINER function that handles
  FK-safe deletion order (document_attachments → journal_entry_lines →
  journal_entries → supplier_invoices → auth.users cascade)
- Add `cleanup_expired_sandbox_users()` function that loops over
  sandbox users older than N hours with per-user error handling

Update TypeScript types:
- Add `is_sandbox: boolean` to CompanySettings interface
- Add `is_sandbox: false` to makeCompanySettings() test factory

Update middleware:
- Add `/sandbox` to public routes so the landing page is accessible
  without authentication

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add sandbox landing page, seed API, cleanup cron, and banner

Sandbox landing page (app/sandbox/page.tsx):
- Client component matching the existing auth page aesthetic
- Auth check: if logged in as real user, shows message to use incognito
- Otherwise shows feature overview (invoices, transactions, bookkeeping,
  reports) with "Starta sandbox" button
- On click: signInAnonymously() → POST /api/sandbox/seed → redirect
- Uses window.location.href for full page load (ensures middleware
  picks up new session cookies)

Seed API (app/api/sandbox/seed/route.ts):
- POST handler gated to anonymous users only (403 for real users)
- Idempotent: returns { seeded: false } if company_settings exists
- Seeds ~40 rows: profile, company_settings (is_sandbox: true,
  onboarding_complete: true), chart of accounts (via RPC),
  fiscal period, 3 customers (Swedish business, EU business,
  individual), 4 invoices (paid/sent/overdue/draft), 4 invoice
  items, 2 posted journal entries with 5 lines, 8 transactions
  (3 categorized, 2 income, 3 uncategorized), 2 deadlines
- Journal entries inserted directly (not via engine) to avoid
  event emission, using next_voucher_number() RPC

Cleanup cron (app/api/sandbox/cleanup/cron/route.ts):
- GET handler with CRON_SECRET Bearer token auth
- Creates service role Supabase client
- Calls cleanup_expired_sandbox_users RPC (24h default)

Sandbox banner (components/dashboard/SandboxBanner.tsx):
- Amber bar with dismiss button (client state, reappears on reload)
- Text: "Sandlådemiljö — dina data raderas automatiskt efter 24 timmar"
- "Skapa konto" link to /register

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: integrate sandbox into dashboard — banner, nav, settings safeguards

Dashboard layout (app/(dashboard)/layout.tsx):
- Fetch is_sandbox from company_settings
- Render SandboxBanner at top of page for sandbox users
- Pass isSandbox prop to DashboardNav
- Hide RecaptIdentify analytics for sandbox users

Root page (app/page.tsx):
- Same sandbox banner and isSandbox prop treatment as dashboard layout
  (root page has its own layout, not wrapped by (dashboard)/layout)

DashboardNav (components/dashboard/DashboardNav.tsx):
- Add optional isSandbox prop
- Change logout button text to "Avsluta sandbox" when isSandbox
- Redirect to /sandbox instead of /login on logout for sandbox users
- Applied to both desktop sidebar and mobile drawer logout buttons

Settings page (app/(dashboard)/settings/page.tsx):
- Hide "Bank (PSD2)" tab entirely for sandbox users — prevents
  connecting real bank accounts from a temporary anonymous session
- Hide "Radera konto" card for sandbox users — account auto-deletes
  via cron, and the delete flow requires email confirmation

Vercel config (vercel.json):
- Add sandbox cleanup cron at 04:00 UTC daily
  (/api/sandbox/cleanup/cron)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: remove audit trigger for non-existent tax_codes table

Migration 018 referenced public.tax_codes which was never created
(migration 012 is a placeholder). This caused failures when running
migrations from scratch on a fresh database.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: remove ALTER FUNCTION for 3 non-existent functions

Removed search_path pinning for create_invoice_with_items,
seed_asset_categories, and update_reconciliation_session_counts —
none of these functions were ever created in any migration.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: remove ALTER for generate_invoice_number (created in later migration)

The function is created in migration 20260306 with search_path already
set, but migration 20260304 tried to ALTER it before it existed.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* Fixed redirect issue

* Update app/api/sandbox/seed/route.ts

Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>

* Update app/api/sandbox/seed/route.ts

Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>

* Update app/sandbox/page.tsx

Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>

* Fixed catch block issue

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
 2026-03-11 14:54:53 +01:00
Jakob WennbergandClaude Opus 4.6 b0de46790a fix: align local migrations with deployed Supabase state 
Rename migration files (039-052) from sequential to real deployed
timestamps, add 11 missing migration files that were applied directly
to production, apply invoice_delivery_note_sequences migration, and
rename placeholder files for clarity.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-06 10:16:22 +01:00
Jakob WennbergandClaude Opus 4.6 f3ec634a46 feat: open-source under AGPL-3.0, redesign UI to grayscale palette, add uncategorize API, fix VAT account names 
Add LICENSE (AGPL-3.0-or-later), CONTRIBUTING.md, SECURITY.md, DCO, and NOTICE files.
Rewrite README for open-source audience with self-hosting instructions.
Redesign color palette to grayscale chrome theme across all components.
Add transaction uncategorize API route with tests.
Fix VAT account name mismatches in migration 052.
Improve import page with SIE file support and loading skeleton.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-05 18:18:11 +01:00
Jakob WennbergandClaude Opus 4.6 54d8b2cda5 fix: pin search_path on all DB functions and remove dashboard subtitle 
- Add migration 051 to SET search_path = public on all 24 custom
  functions, preventing search_path injection attacks
- Remove dashboard subtitle (status summary line)
- Update CLAUDE.md with new migration reference

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-04 20:18:01 +01:00
Jakob WennbergandClaude Opus 4.6 66a4027f1e feat: BAS data overhaul, currency revaluation, expenses, UI polish, and cleanup 
- Update BAS account catalog with comprehensive SRU codes and K2 flags
- Add currency revaluation service with tests and API route
- Add expenses page and account deletion API
- Enhance booking templates with new patterns and improved tests
- Improve transaction categorization with template picker and description matching
- Polish dashboard, onboarding, import, and transaction UIs
- Refactor year-end service for multi-step closing
- Move SRU generator to ne-bilaga, remove standalone SRU export
- Remove unused dev docs, mock data, and extension hooks
- Add invoice delivery note sequences migration

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-04 14:19:56 +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 13725ffc16 feat: production readiness — 3-extension deploy with security hardening and observability 
- Strip extensions to enable-banking, ai-categorization, ai-chat only
- Remove push-notifications cron from vercel.json
- Add security headers (HSTS, CSP, X-Frame-Options, Permissions-Policy)
- Add /api/health endpoint for uptime monitoring
- Add env var validation in ensureInitialized()
- Fix SIE4 #IB opening balance records from year-end closing entry
- Replace in-memory ai-chat rate limiter with Supabase-backed distributed rate limiting
- Add Sentry error tracking scaffolding (@sentry/nextjs, instrumentation hook)
- Add AI token usage tracking (migration 047, usage-tracker, wired into both AI extensions)
- Include pending enable-banking and dashboard improvements

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-02 11:32:43 +01:00
Jakob Wennberg 547fd053ec feat: AI chat now more accurate, has access to data from user, and can generate graphs, charts etc 2026-02-27 08:48:28 +01:00
Jakob WennbergandClaude Opus 4.6 0c422fcd25 chore: clean up migration files and update CLAUDE.md documentation 
- Consolidate migration numbering (move full_bas_2026 to slot 044)
- Remove dead/superseded migrations (document_matching, reversal columns)
- Update CLAUDE.md with placeholder migration notes and corrected descriptions
- Fix migration SQL for invoice_inbox, extension_data, supplier_invoices

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-02-26 20:53:57 +01:00
Jakob WennbergandClaude Opus 4.6 3f255ea201 refactor: consolidate AI analyzers into shared lib/ai module and add journal entry reversal columns 
Extract shared vision/document analysis logic into lib/ai (vision-client, document-analyzer,
image preprocessing, validation helpers), simplifying invoice-analyzer, receipt-analyzer, and
document classifier. Add migration 046 for journal entry reversal/correction link columns
(reversed_by_id, reverses_id, correction_of_id) required by storno service. Update extension
components and shared UI.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-02-26 17:14:44 +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 WennbergandClaude Opus 4.6 39e407644d feat: unified document inbox, full BAS 2026, and document-transaction matching 
- Expand BAS reference from ~180 to ~1,276 accounts (full BAS Kontoplan 2026)
  with K2 exclusion flags, per-class data files, and computed SRU codes
- Evolve invoice inbox into unified document inbox handling invoices, receipts,
  and government letters with AI-powered classification (Claude Haiku Vision)
- Add multi-pass document-to-transaction matching engine with greedy assignment
  for both supplier invoices (reference/amount/date/name) and receipts
  (weighted amount/merchant/date scoring)
- Add supplier invoice matching in transaction ingest pipeline
- Inject booking template suggestions into AI extraction prompts
- Surface matched documents in swipe categorization UI with one-tap booking
- Auto-activate missing BAS accounts during SIE import against full reference
- Add K2 filter toggle in Chart of Accounts manager
- Add receipt confirmation route with BFNAR representation fields
- Add database migrations for K2 support and document matching columns
- Remove obsolete extension migration scripts

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-02-25 16:59:02 +01:00