15af0cd7eadcecafd6d17618d04bf67b4f736fd2
298 Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
 Jakob Wennberg
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b5df2fb292 |
feat: invoice-inbox polish + SIE source voucher traceability (#299)
* fix: consolidate commit_journal_entry to single 4-arg signature Replaces the phantom-overload drop migration with an idempotent consolidation that leaves only the 4-arg-with-defaults signature, callable with either 2 or 4 named args. Fixes the "Could not choose the best candidate function" ambiguity caused when the commit-metadata migration CREATE OR REPLACE'd a 4-arg version alongside the existing 2-arg one. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat: preserve SIE source voucher identity on journal entries Adds source_voucher_series / source_voucher_number columns to journal_entries so per-verifikat traceability survives the importer's skip-empty-voucher logic. The SIE importer populates the original series/number even when skipped vouchers cause gnubok's target numbering to drift from the source file's sequence. Required for BFNAR 2013:2 kap 8 behandlingshistorik. - Migration adds columns + partial index + extends immutability trigger - importVouchers() records rawSeries/rawNumber per voucher - JournalEntry type + test fixtures gain the new fields - Bookkeeping detail page surfaces "Ursprungligt verifikat" when present Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat: polish invoice-inbox workspace for production use - Bedrock image fit: shrink images > 5 MB via sharp before Bedrock upload so HEIC/high-res phone photos don't fail with the 5 MB cap - Swedish error mapping: toSwedishInboxError translates Bedrock / infrastructure errors to Swedish sentences stored in error_message - History timeline endpoint (GET /items/:id/history) returns the processing_history events correlated to the inbox item - Workspace UI: inline diagnostic timeline inside the convert dialog, same-email row grouping ("+N dokument" chip), inferred-VAT affordance with "needs review" signalling, Riksbanken exchange-rate prefill for foreign-currency invoices so the supplier-invoice create path populates *_sek audit columns Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat: extend inbox-smart-match to supplier invoices Both receipts and supplier invoices expose structurally identical match anchors (date, amount, currency, counterparty name) so the matcher can reuse the same narrowing + LLM prompt. Adds getMatchAnchors() as a shared extractor across ReceiptExtractionResult / InvoiceExtractionResult, and updates the event handlers to process supplier_invoice items alongside receipts. LLM prompt re-phrased as "dokument" rather than "kvitto" and loosened the date-window heuristic since invoice payments can lag behind the invoice date by weeks. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * refactor: drop unused category selector from TransactionForm The manual "Lägg till transaktion" dialog predates the current categorization flow (SwipeCategorizationView, BatchCategorySelector, AI suggestions). The category dropdown here never drove journal-entry creation — onSubmit fanned it out to CreateTransactionInput.category, which is optional. Removes the dropdown, the unused watch() hook, and the categories lookup table. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(migrations): restore drop-phantom file and rebump timestamps Supabase branch DB failed with PK violation on schema_migrations because my two migrations collided with timestamps already on main: 20260421120000 → journal_entries_with_related_rpc (PR #298) 20260421130000 → drop_legacy_supplier_invoice_user_id_uniqueness (PR #296) Rebumped to 20260421140000 and 20260421150000 so each migration has a unique version (Supabase uses only the 14-digit prefix as the PK). Also restored the 20260420130000_drop_phantom_commit_journal_entry_overload migration I had deleted — CLAUDE.md rule #5 forbids modifying existing migrations. My consolidate migration is still compatible: drop_phantom drops the 4-arg overload (no-op where absent), then consolidate recreates it with defaults. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(inbox-smart-match): anchor invoices on dueDate with wider window The original ±7d window around invoiceDate filtered out all real payments for invoices with standard 30–60 day terms — the matcher would see zero candidates before the LLM was called, making the supplier-invoice matcher effectively dead. New anchor selection: - Receipts: receipt date ±7 days (unchanged; paid on the spot) - Invoices with dueDate: dueDate ±14 days (covers early/late payments) - Invoices without dueDate: invoiceDate -7/+45 days (covers 30-day terms) MatchAnchors now carries windowDaysBefore/After so the window can vary per document shape. Added three getMatchAnchors tests asserting window sizes. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Mattsson
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129664533c |
Bug/fortnox import (#298)
* feat: enhance journal entry handling with follow-up entries and related RPC * fix: improve validation for journal entry lines to ensure proper submission criteria * fix: enhance OAuth error handling and user feedback in Arcim migration process * fix: add OAuth error translation for user-friendly feedback in Fortnox integration |
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Mattsson
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64cd6a0989 |
Fix/footer UI (#296)
* feat: enhance journal entry handling with follow-up entries and related RPC * fix: improve validation for journal entry lines to ensure proper submission criteria * feat: add commit_method and rubric_version columns to journal_entries for enhanced tracking * fix: ensure conditional addition of commit_method and rubric_version columns in journal_entries * Update supabase/migrations/20260421120000_journal_entries_with_related_rpc.sql Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> --------- Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> |
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Mattsson
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aec14f0ca7 |
fix: scope company_settings query to active company in invoice dialogs (#288)
SendInvoiceDialog and PaymentBookingDialog called .single() on company_settings without a company_id filter, relying on RLS to narrow the result. RLS uses user_company_ids() which returns every company the user can access, so multi-company users (including team members) got multiple rows back and PostgREST returned 406. Filter explicitly by the active company and use maybeSingle() so a missing row falls back to defaults. Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Jakob Wennberg
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0076aa85f8 |
feat: arcim inbox (Resend Inbound) + smart-match extension + commit metadata (#286)
* feat: multi-series SIE import, reusable FiscalYearSelector, library templates in picker - SIE import preserves each voucher's source series (B/C/I/V/...), essential for Fortnox migrations where series carry semantic meaning (kundfakturor, inbetalningar, etc.). Target numbering still goes through next_voucher_number per series; source (series, number) is stored in the migration mapping for BFNAR 2013:2 audit trail. - Execute route reads company_settings.default_voucher_series as the fallback for vouchers arriving without a series (SIE4I). - Extract shared FiscalYearSelector component; adopt in /reports and /bookkeeping. - Transaction TemplatePicker now surfaces user-created library templates (company + team scope) alongside the static registry, with a helper to convert simple library templates into the BookingTemplate shape. - Exclude 8999 "Årets resultat" from income statement financial section and monthly breakdown so year-end closing entries don't cancel the net result. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * test: skip Bokio SIE regression when fixtures are absent /dev_docs is gitignored (contains anonymised customer exports), so the integration test can't find its input files in CI. Gate the suite on fixture presence so it still runs locally. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: address Greptile review feedback - convertLibraryToBookingTemplate: default entity_applicability to 'all' when the source template has no entity_type, so TemplatePicker doesn't silently hide it for companies with a set entity type. - FiscalYearSelector: fire onReady in the no-company early-return branch so consumers (e.g. ReportsPage) don't get stuck in a loading skeleton while the company context is still hydrating. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat: arcim inbox + smart-match extension + commit metadata Three threads, all gated off in extensions.config.json (invoice-inbox and inbox-smart-match are not in the enabled list for this PR). invoice-inbox: Gmail OAuth -> Resend Inbound (v2.0.0) - Remove gmail-scanner / gmail-helpers - Add resend-inbound.ts (webhook verify, attachment fetch) and inbox-provisioning.ts (per-company @arcim.io address with rotation) - Replace /gmail/* routes with /inbox/address and admin-only /inbox/rotate - Workspace UI: card layout + MatchBlock surfacing AI transaction matches - classify-document: tightened discount/total prompt; cap confidence at 50% when line items do not reconcile with amount_incl_vat - Manifest requires RESEND_API_KEY, RESEND_INBOUND_DOMAIN, RESEND_INBOUND_WEBHOOK_SECRET inbox-smart-match (new extension) - Event-driven AI matching of receipts to bank transactions - Listens on inbox_item.classified (match now) and transaction.synced (retro-match receipts waiting for a transaction) - Uses service-role client; processing_history append is scoped by company_id from the event payload commit metadata + audit plumbing - journal_entries gains commit_method and rubric_version columns - commit_journal_entry RPC accepts both (BFNAR 2013:2 behandlingshistorik) - processing-history PII detector strips UUID-shaped substrings before personnummer pattern matching (UUIDs were triggering false positives) - New generic inbox_item.classified event Migrations - arcim_inbox: company_inboxes table, resend_email_id, email_body_text, auto-provision trigger, drops obsolete email_connections - journal_entry_commit_metadata: new columns + updated RPC - inbox_attachment_composite: resend_attachment_id + composite unique index - inbox_smart_match: correlation_id, match_reasoning, expanded match_method CHECK, pending-match and correlation indexes Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Mattsson
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11621bb79f |
Feat/skv integration full (#284)
* feat: add script to import Skatteverket monthly tax tables as fallback TypeScript module
- Implemented a new script `import-tax-tables.ts` to parse fixed-width TXT tax tables from Skatteverket (SKV 434).
- The script generates a TypeScript module for emergency fallback when the Skatteverket open-data API is unavailable.
- Supports command-line argument for specifying the year and handles parsing of B-rows only.
- Outputs a structured TypeScript file containing tax data for specified years.
* feat: gate salary module behind dev-only flag
Temporarily disable the Lön module in production while the feature is
being completed. Sidebar entries ("Löner", "Anställda") still render but
are not clickable and show a "Kommer snart" badge. Middleware redirects
/salary* to / and returns 404 on /api/salary/* so the feature can't be
reached by direct URL. All gates check NODE_ENV === 'development' so
local dev keeps full access for continued development.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* feat: refactor bank file import wizard to streamline column mapping and enhance CSV handling
* fix: bump migration timestamp to avoid collision with logos_bucket
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* feat: enhance AGI generation and salary entry calculations with improved status checks and error handling
---------
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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Mattsson
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7a0214c053 |
feat: implement cloud backup auto-sync feature with scheduling (#280)
* feat: implement cloud backup auto-sync feature with scheduling - Added a new cron route for auto-syncing Google Drive backups hourly. - Introduced a schedule management system for enabling/disabling auto-sync and setting the sync hour. - Updated the logo upload API to handle logo file management more efficiently. - Created a public storage bucket for company logos with appropriate size and type restrictions. - Enhanced the LogoUpload component to validate file types and sizes during upload. - Added tests for the new auto-sync functionality to ensure correct behavior under various conditions. * Update extensions/general/cloud-backup/lib/sync.ts Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> * Update app/api/settings/logo/route.ts Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> * refactor: remove unused parameters from saveExtensionData function --------- Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> |
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Jakob Wennberg
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23664e79cb |
feat: multi-series SIE import, reusable FiscalYearSelector, library templates in picker (#278)
* feat: multi-series SIE import, reusable FiscalYearSelector, library templates in picker - SIE import preserves each voucher's source series (B/C/I/V/...), essential for Fortnox migrations where series carry semantic meaning (kundfakturor, inbetalningar, etc.). Target numbering still goes through next_voucher_number per series; source (series, number) is stored in the migration mapping for BFNAR 2013:2 audit trail. - Execute route reads company_settings.default_voucher_series as the fallback for vouchers arriving without a series (SIE4I). - Extract shared FiscalYearSelector component; adopt in /reports and /bookkeeping. - Transaction TemplatePicker now surfaces user-created library templates (company + team scope) alongside the static registry, with a helper to convert simple library templates into the BookingTemplate shape. - Exclude 8999 "Årets resultat" from income statement financial section and monthly breakdown so year-end closing entries don't cancel the net result. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * test: skip Bokio SIE regression when fixtures are absent /dev_docs is gitignored (contains anonymised customer exports), so the integration test can't find its input files in CI. Gate the suite on fixture presence so it still runs locally. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: address Greptile review feedback - convertLibraryToBookingTemplate: default entity_applicability to 'all' when the source template has no entity_type, so TemplatePicker doesn't silently hide it for companies with a set entity type. - FiscalYearSelector: fire onReady in the no-company early-return branch so consumers (e.g. ReportsPage) don't get stuck in a loading skeleton while the company context is still hydrating. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Mattsson
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d708a85d4c |
Feat/cloud backup (#277)
* feat: cloud backup to Google Drive + full-archive all-scope Adds a cloud-backup extension that uploads a full-company backup ZIP to the user's own Google Drive via OAuth (drive.file scope only). Refresh tokens are AES-256-GCM encrypted before being stored in extension_data. The full-archive export gains a scope=all mode for whole-company backups (per-period SIE under sie/, per-period rapporter/ subfolders, flat dokument/ manifest tagged with fiscal_period_id). An 80 MB size guard short-circuits generation before the platform response limit. Also fixes a latent bug in lib/core/audit/audit-service.ts where the parameter was named userId while the query filtered by company_id; the audit-trail API route was passing user.id so audit queries returned empty unless user and company shared a UUID. Drive-by: scope the dashboard "fresh start" localStorage key per companyId so dismissing the setup checklist in one company no longer carries over to others. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: address review comments on cloud backup + archive export - Extend audit trail to_date to end-of-day so last-day entries aren't silently excluded from period-scoped archives. - Apply 413 size-limit guard regardless of include_documents, using the overhead-only figure when documents are excluded. - Use crypto.randomUUID() for Drive multipart boundary to eliminate any collision risk with ZIP payload bytes. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: migrate legacy setup-gate localStorage keys on dashboard Users who previously dismissed the setup checklist via the old global erp_setup_fresh_start or erp_checklist_dismissed keys were re-gated after the switch to a company-scoped key. Fall back to the legacy keys on read and migrate them to the scoped key on first hit. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: update customer email handling and anonymization rules in supportmail-to-ticket skill * test: update audit trail to_date expectation for end-of-day timestamp Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Jakob Wennberg
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2ea5a72b3d |
feat: dynamic voucher series dropdown in SIE import (#274)
* feat: dynamic voucher series dropdown in SIE import
Populate the voucher series picker on the import review step from the
company's own data instead of a hardcoded A/B/C/I list. Shows all A–Z
series with inline labels for the company default ("standard") and any
series that already have a running sequence ("används redan"), and
preselects the company default (falling back to B, then the first
existing series, then A).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* fix: address voucher series dropdown review feedback
- Log non-PGRST116 Supabase errors from company_settings and
voucher_sequences fetches instead of silently swallowing them.
- Disable the series Select until the async load completes so users
don't briefly see the 'B' fallback before it snaps to the real
company default.
- Replace the seriesInitializedRef guard with a seriesLoaded state that
resets on company.id change, so switching companies re-runs the
preselection instead of sticking with the prior company's choice.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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Jakob Wennberg
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d741c46d4e |
fix: show Ersätt befintlig import button for duplicate-file SIE uploads (#270)
The duplicate (file-hash) error path returned an importId but the UI only captured it for the duplicate_period branch, so users saw a misleading "ta bort under Bokföring" message with no way to act on it. The replace flow (and its BFL 5:5 audit trail) is identical in both cases, so expose the existing button for both. Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Jakob Wennberg
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44082ff845 |
Fix SIE multi-year P&L accumulation, Fortnox supplier filter, processing_history (#267)
* fix: prevent P&L accumulation when importing multi-year SIE files The opening-balance fallback summed all prior journal lines without distinguishing balance sheet (class 1-2) from P&L (class 3-8). When users imported one SIE file per year without running year-end closing between them, resultatkonton accumulated across years instead of resetting at each räkenskapsårsskifte. Reported by a customer. Skip class 3-8 in the fallback path. P&L accounts must reset to zero each fiscal year (årets resultat → 2099 → equity). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: only import unpaid supplier invoices from Fortnox Fortnox's /supplierinvoices list endpoint doesn't reliably expose FullyPaid, which caused historic paid invoices to be imported as unpaid. Switch to the ?filter=unpaid query and surface that scope in the migration options UI. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat: add processing_history table for behandlingshistorik Append-only event log per BFNAR 2013:2 kap 8. Includes: - processing_history table with seq, correlation/causation chaining, aggregate (Document/BankTransaction/MatchProposal/Verifikation/etc.), open event_type validated against processing_event_types registry. - Immutability via audit_log_immutable trigger (no UPDATE/DELETE). - RLS scoped to user_company_ids; writes via service role only. - appendProcessingHistory() helper with PII guard rejecting payloads containing personnummer/orgnr patterns. - Shared TS types in types/index.ts. No consumers wired yet — this is the persistence layer only. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * chore: add swedish-project-accounting skill Reference skill covering projektredovisning: dimensional tagging, WIP accounting, K2/K3 revenue recognition (successiv vinstavräkning, färdigställandemetoden), entreprenadavtal, BAS patterns (1470, 1620, 2420, 2450, 4970), and SIE4 #DIM 6 encoding. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: rename processing_history migration to avoid timestamp collision Main already has 20260418120000_allow_retroactive_first_fiscal_year.sql from #265. Bumping this migration's timestamp to 20260418130000 to keep schema_migrations.version unique. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: address Greptile review on processing_history - Add BEFORE DELETE immutability trigger so the service role can't silently remove rows. Mirrors the pattern from migration 014 (audit_log_no_update + audit_log_no_delete) and satisfies the immutability claim in BFNAR 2013:2 kap 8. Delivered as a follow-up migration since the original was already applied in some envs. - Tighten PII patterns with \b word boundaries to avoid false positives on Bankgiro numbers (123456-7890) and invoice references like 202312-1234. - Extend PII validation to actor.label, which previously bypassed the payload guard despite the docblock explicitly forbidding names/emails/personnummer there. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Mattsson
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942ab7636f |
Migration timeouts (#258)
* feat: optimize migration process with bulk reads and chunked inserts to improve performance * feat: add SIE-import requirement banner for specific providers in migration workflow * feat: enhance error handling in TIC API integration with structured HTTP responses * Update components/extensions/general/ArcimMigrationWorkspace.tsx Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> --------- Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> |
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Jakob Wennberg
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4fbfadb2b7 |
feat: invoice inbox extension — conversion, workspace UI, Gmail UX (#255)
* feat: invoice inbox extension — conversion, workspace UI, Gmail UX Complete the invoice-inbox extension with full end-to-end flow: - Add POST /items/:id/convert route to create supplier invoices from classified inbox items, with accrual journal entry and document linking - Add PATCH /items/:id/reject route to dismiss non-relevant items - Add workspace UI at /e/general/invoice-inbox with items table, status filtering, convert dialog, and match confirmation - Add Gmail connection banner (connect/disconnect/status) in workspace - Add one-click supplier creation from AI-extracted data - Add transaction auto-matching with fuzzy name + currency-aware amount - Add event emission (received, extracted, confirmed) on classification - Redirect OAuth callback to workspace instead of /settings/banking - Fix extension catch-all body clone for POST routes with path params - Fix duplicate Löner nav entry from salary module merge - Remove summary cards from expenses and supplier invoices pages - Fix supplier-invoices/new amount input (valueAsNumber → Controller) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — company_id filters, currency guard, skipAuth clone - Add company_id filter to reject route update (defense in depth) - Add company_id filter to document_attachments journal entry link - Guard sekMatch with tx.currency === 'SEK' to prevent false matches - Clone request in skipAuth branch for consistency with auth branch Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Mattsson
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bb0db7a588 |
Salary module improvements (#250)
* 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 * feat: enhance employee management with salary type, tax status, and validation improvements * feat: Implement AGI submission flow to Skatteverket - Added AGI submission route to handle the submission process. - Created AGI client for interacting with Skatteverket's API. - Introduced AGI mappers to convert salary run data into the required AGI JSON payload format. - Enhanced API client to support custom base URLs for Skatteverket API requests. - Added types for AGI submission payload and validation results. - Implemented tests for AGI mappers to ensure correct payload structure and data handling. * feat: enhance salary module with Skatteverket integration and update dashboard navigation * Update app/api/salary/runs/[id]/agi/submit/route.ts Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> * Update app/api/salary/runs/[id]/approve/route.ts Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> * feat: integrate write permission check and remove Skatteverket extension --------- Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> |
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Mattsson
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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 |
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Jakob Wennberg
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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> |
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Mattsson
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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. |
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Mattsson
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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> |
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Mattsson
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cd376e1cad | feat: implement viewer role permissions for bank transaction imports and connections (#234) | ||
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Jakob Wennberg
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9753f18533 |
fix: address user feedback — RC preview, bank sync lookback, CSV import robustness (#233)
Three confirmed issues from user feedback: 1. Reverse charge preview now uses per-item VAT rates and correct accounts (2645/2647, 2614/2624/2634) instead of hardcoded 25%/2614 2. Bank sync uses 90-day lookback on first sync (when last_synced_at is null) instead of hardcoded 7 days for all syncs 3. Bank file import improvements: - Shared date normalizer supporting DD.MM.YYYY, DD/MM/YYYY, YYYYMMDD - Silent row skips now reported with reason in issues[] - Decimal separator mismatch detection in generic CSV - Swedish error message with format diagnostics on detection failure - Date format selector in column mapping UI Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob Wennberg
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2fcebffb34 |
fix: remove delete button from list view — use detail page instead (#232)
The client-side lastInSeriesIds computation only sees the current page of entries (20 at a time), producing false positives when the true last voucher is on a different page or in a different fiscal period. Delete is now only available from the detail page (/bookkeeping/[id]) where is_last_in_series is computed server-side from the full dataset. Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob Wennberg
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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>
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Mattsson
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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. |
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Jakob Wennberg
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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> |
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Mattsson
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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 |
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Mattsson
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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. |
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Jakob Wennberg
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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> |
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Mattsson
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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 |
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Jakob Wennberg
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e8928b7885 |
feat: enable company member invitations (#211)
* feat: enable company member invitations Activate the invite form in company settings, show pending invitations, fix the existing-user invite flow, and process invite tokens after login. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — MFA invite flow and secure cookie flag Process invite token after MFA verification so MFA-enabled users joining via invite are not silently dropped. Add secure flag on the invite cookie when served over HTTPS. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Mattsson
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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 |
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Jakob Wennberg
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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> |
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Mattsson
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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 |
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Mattsson
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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> |
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Jakob Wennberg
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226c78a64a |
fix: use redirect=null for mobile BankID to prevent new tab (#194)
Previously the mobile deep link used the current URL as redirect, causing BankID to open a new browser tab after auth instead of returning to the original. Now uses redirect=null so the user switches back manually and the polling picks up completion. Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob Wennberg
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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> |
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Mattsson
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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 |
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Mattsson
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3dd1f782c3 |
Mobile view fixes (#189)
* 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. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * 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 Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: remove stray )); in provider_consents migration Syntax error on line 35 caused MIGRATIONS_FAILED on the Supabase staging branch. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: enhance mobile responsiveness for invoices page and update dialog styles * fix: make arcim migration active connections card mobile responsive Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Mattsson
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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 |
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Jakob Wennberg
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a25e75be25 |
fix: Nordea Business CSV variants, API keys UI polish, transaction categorization (#183)
* fix: MCP OAuth 303 redirect, send dialog auto-close, bank details null payload - OAuth authorize: use 303 See Other instead of default 307, which preserved POST method and caused Claude's callback to return 405 - SendInvoiceDialog: close dialog and show toast after email send instead of leaving a success message that requires manual close - BankDetailsSetupDialog: omit empty fields from payload instead of sending null, which fails Zod validation on non-nullable schema fields Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * refactor: remove dead sentMessage state and fix stale comment Remove sentMessage state, its success banner JSX, and the CheckCircle2 import — all unreachable after the dialog now auto-closes on email send. Fix stale "to null" comment in BankDetailsSetupDialog. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: support Nordea Business CSV variants, polish API keys UI, fix transaction categorization - Extend Nordea Business bank file parser to handle three CSV export formats (classic, Betalare/Mottagare variant, Bokföringsdatum variant) with proper detection guards against SEB/LF misidentification - Rework ApiKeysPanel: add CopyBlock component, destructive confirm on revoke, collapsible API-key-based connection methods, Claude.ai OAuth instructions as recommended path, simplified scope badges - Stop deriving is_business from category on manual transaction creation; set null so categorization flow handles it correctly - Show categorize button when journal_entry_id is missing regardless of is_business value Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address PR review — await clipboard, fix zero-scope label, simplify condition - Await navigator.clipboard.writeText and catch failures - Change zero-scope label from "Enbart läs" to "Inga behörigheter" - Simplify redundant ternary condition in TransactionHistoryList Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: repair broken ternary in TransactionHistoryList JSX Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Mattsson
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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> |
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Jakob Wennberg
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e2d9c8bb85 |
fix: MCP OAuth 303 redirect, send dialog auto-close, bank details null payload (#175)
* fix: MCP OAuth 303 redirect, send dialog auto-close, bank details null payload - OAuth authorize: use 303 See Other instead of default 307, which preserved POST method and caused Claude's callback to return 405 - SendInvoiceDialog: close dialog and show toast after email send instead of leaving a success message that requires manual close - BankDetailsSetupDialog: omit empty fields from payload instead of sending null, which fails Zod validation on non-nullable schema fields Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * refactor: remove dead sentMessage state and fix stale comment Remove sentMessage state, its success banner JSX, and the CheckCircle2 import — all unreachable after the dialog now auto-closes on email send. Fix stale "to null" comment in BankDetailsSetupDialog. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob Wennberg
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1dcec370b6 |
fix: sanitize document filenames and add upload validation (#171)
* fix: sanitize document filenames and add server-side upload validation Filenames with spaces or non-ASCII characters (e.g. Swedish ö, ä, å) caused Supabase Storage to reject uploads with "Invalid key". This adds filename sanitization, server-side size/type validation on both upload routes, and fixes a duplicate-filename race condition in the upload UI. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: require MIME type and handle empty sanitized filenames Address review feedback: - MIME type check now rejects files with missing/empty Content-Type instead of silently allowing them through - Fallback to 'file' when sanitized base is empty (e.g. ööö.pdf) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob Wennberg
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d23cb4c859 |
fix: SIE import duplicate check, performance, and UX improvements (#162)
* fix: catch duplicate SIE import early with clear error message - Add duplicate check in execute route before doing any work (defense in depth) - Handle duplicate error from execute route in frontend - Show "Filen har redan importerats" heading instead of generic "Kunde inte läsa filen" Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: catch duplicate SIE import early and batch account creation for performance - Add duplicate check in execute route before doing any work (defense in depth) - Handle duplicate error from execute route in frontend with clear Swedish message - Replace sequential ensureAccountExists loop (50-100 DB round trips) with single batch SELECT + batch INSERT — reduces import time from 3+ min to seconds Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: update mappings optimistically after creating missing accounts Previously re-parsed the SIE file after account creation, which could fail with a 409 duplicate error (leaving the "create accounts" card stuck). Now optimistically marks created accounts as self-mapped and updates the preview stats immediately. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile P2 feedback — error handling and typed errorType prop - Check batch insert error in executeSIEImport account creation safety net - Replace brittle string-match error detection with typed errorType prop - Remove stale file dependency from handleCreateAccounts useCallback Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob Wennberg
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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> |
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Jakob Wennberg
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197beb1c58 |
feat: expand tax settings form, refactor settings save flow, and update docs (#159)
Expand the tax settings page with F-skatt, VAT registration, fiscal year start month, and salary payment toggles. Refactor SettingsFormWrapper to support onSuccess callbacks so local state only updates after server confirmation. Fix logo upload to use service client for storage RLS bypass. Allow empty email in settings schema. Update CLAUDE.md with comprehensive multi-tenant, auth, and engine documentation. Remove unused langchain skills. Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob Wennberg
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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> |
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Mattsson
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0dd1f5ebc1 |
feat: multi-tenant company refactor (GNU-19) (#153)
* feat: multi-tenant company refactor (GNU-19) Introduce companies table, company_members, and user_preferences to support multiple companies per user. All data scoping changes from user_id to company_id across the entire codebase. Key changes: - Database migration: new tables, company_id on 40+ tables, backfill, RLS rewrite from user_id to company-member-based, updated RPCs - Types: Company, CompanyMember, CompanyRole, UserPreferences types; company_id added to all entity interfaces; companyId on all events - Engine: all 7 core functions take companyId; storno, period, year-end services updated; 16 report generators updated - Middleware: company context resolution (cookie → prefs → first company) - API routes: ~120 routes updated with requireCompanyId() - Frontend: CompanyProvider context, layout/dashboard/onboarding updated - Extensions: context factory, 9 extensions, all lib files updated - Tests: 1880 tests passing, all helpers updated with company_id defaults Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add database migrations for multi-tenant company and team system (GNU-19) Adds company_invitations, company creation RPC, team_members, account deletion RPC, and teams table refactor migrations. Updates base multi-tenant migration with cascading FKs and onboarding_step column. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add team types and update core infrastructure for multi-tenancy (GNU-19) Adds TeamRole, MemberSource, and Team types. Refactors Supabase service client to be stateless, updates middleware for team-aware routing, extends CompanyContext with team/role fields, and updates extension service types to accept companyId. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * refactor: thread company_id through business logic functions (GNU-19) Replaces user_id scoping with company_id across all lib modules: bookkeeping, documents, transactions, invoices, reconciliation, tax, deadlines, and import. Updates corresponding tests. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * refactor: thread company_id through API routes and extensions (GNU-19) Updates all existing API routes to extract and pass companyId. Updates enable-banking and arcim-migration extensions for company-scoped transaction ingestion and sync. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add company and team management API routes (GNU-19) Adds CRUD endpoints for company members, company invitations, team members, and team invitations. Includes invite token utilities, email templates, and company switch server action. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add team/company UI components, pages, and dashboard updates (GNU-19) Adds CompanySwitcher, ConsultantEmptyState, Step0RoleChoice, company members and team management panels. Updates dashboard layout for team-aware routing, onboarding for multi-step role choice, and auth callback for team invite acceptance. Ignores supabase/.branches/. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add null guards for company in import page (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: move appUrl declaration to outer scope in invite route (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add optional chaining for company.name in members section (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add optional chaining for second company.name in members section (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add null guards for company in extension components (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: pass companyId to executeSIEImport in arcim-migration extension (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: update tests to use companyId instead of userId and improve type handling --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Mattsson
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8c5b8eaa42 |
fix: improve date filter UX with partial dates and Apply button (GNU-18) (#149)
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Mattsson
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73b8a7a4de |
feat: soften button system with refined primary color (GNU-6) (#142)
* feat: soften button system with refined primary color (GNU-6) Replace near-black primary with a lighter dark charcoal (210 5% 25%), add subtle shadows to solid buttons, and unify border-radius across all button sizes. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add scout-design skill for design auditing and improvement tracking --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |