Commit Graph

4 Commits

Author SHA1 Message Date
Jakob Wennberg ceec8c02a8 feat: reverse charge VAT (ruta 20-32) + mobile UX improvements (#50)
* 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>

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-18 10:42:57 +01:00
Jakob Wennberg 29240738fa feat: add INK2 declaration, full archive export, AI consent gate, fix VAT declaration rutor
- Fix VAT declaration ruta mappings to match SKV 4700 form correctly
  (ruta 05 = total taxable sales, ruta 10/11/12 = output VAT per rate)
- Add INK2 declaration report for aktiebolag with SRU export
- Add full archive ZIP export for 7-year retention compliance
- Add AI consent gate requiring user approval before AI extension API calls
- Add DPA and privacy policy public pages
- Add audit trail API routes
- Update VAT registration threshold from 80k to 120k kr in onboarding
- Update CLAUDE.md documentation

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-05 14:20:47 +01:00
Jakob Wennberg 6f4573f380 feat: add foreign currency support, refactor bookkeeping engine, and improve invoice inbox document classification
- Add currency-utils module for SEK conversion with exchange rates
- Refactor createJournalEntry to use draft+commit flow preventing voucher number gaps (BFL 5 kap. 7§)
- Add foreign currency support to invoice entries with per-line SEK conversion
- Centralize category-to-account mapping into single source of truth
- Refactor invoice inbox to use shared document analyzer with document type classification (receipt, supplier invoice, government letter)
- Update mapping engine, supplier invoice entries, and transaction entries
- Fix report component rendering issues
- Add new validation schemas and tests

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-27 09:50:06 +01:00
Jakob Wennberg d0c0d8a7d2 feat: UX improvements — nav, reports tabs, dashboard alerts, transaction hints, settings layout
- Move Reports to Finans nav group and auto-expand Övrigt on its pages
- Make report tabs horizontally scrollable with gradient fade on mobile
- Surface deadlines and alerts above the fold on dashboard
- Add dismissible categorization hint card on transactions page
- Split settings company form into 4 separate Cards for scannability
- Add monthly breakdown report, document upload zone, journal entry attachments
- Add batch category selector, receipt document linking, invoice form improvements

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-20 17:16:22 +01:00