Add shared components (ConfirmDeleteDialog, EditEntryDialog, validation utils),
enhance all 12 extension workspaces with edit/delete dialogs, input validation,
period comparisons, and new analytics features. Fix critical bugs in
ProjectBilling margin calculation and EarningsPerLiter revenue allocation.
Add pure calculation modules with 183 new tests across all extensions.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Per-line VAT rates:
- Add generatePerRateLines() to group invoice items by vat_rate with separate
revenue + VAT lines per rate group (invoice-entries.ts)
- Add getAvailableVatRates() and getVatTreatmentForRate() (vat-rules.ts)
- PDF template shows per-line VAT column and per-rate totals for mixed-rate invoices
- Invoice create/review UI supports per-line rate selection
- Types: add vat_rate/vat_amount to InvoiceItem, vat_rate to CreateInvoiceItemInput
Invoice document types (proforma, delivery note):
- Add InvoiceDocumentType, document_type and converted_from_id to Invoice type
- PDF hides prices for delivery notes, adds proforma notice
- Email templates support all document types
- mark-paid skips journal entries for non-invoice document types
- Migration 031: invoice_document_type
Accounting method support:
- Add AccountingMethod type (accrual/cash)
- Migration 032: add_accounting_method column to company_settings
VAT declaration rewrite:
- Rewrite to read directly from general ledger (26xx/3xxx account lines)
instead of aggregating invoices/transactions/receipts
- ACCOUNT_RUTA mapping drives momsdeklaration boxes from GL balances
Bank reconciliation:
- Transaction ingest now pre-fetches unlinked GL lines and attempts
auto-reconciliation during import
- Add transaction.reconciled event type
- Add ReconciliationMethod type and reconciliation_method on Transaction
- Migration 030: bank_reconciliation
- New reconciliation engine, API routes, and BankReconciliationView component
Pagination (fetchAllRows):
- New lib/supabase/fetch-all.ts overcomes PostgREST 1000-row limit
- Adopted in all report generators, SIE/SRU export, account list APIs
Fiscal period validation:
- New validate-period-duration.ts enforces max 18 months per BFL 3 kap.
- Applied in period-service.ts and fiscal-periods API
Account mapper simplification:
- Remove Levenshtein/fuzzy matching, use exact account number match only
Swedbank parser improvements:
- Support abbreviated headers (Clnr, Bokfdag, Radnr)
- Use Referens column as counterparty
Chart of accounts management:
- Add DELETE endpoint with system account and usage protection
- PUT uses partial updates
- New AccountCombobox, AddAccountDialog, EditAccountDialog, ChartOfAccountsManager
Tax deadline corrections:
- Rewrite inkomstdeklaration_ab using Skatteverket lookup table
- Rewrite arsredovisning deadline to 7 months after FY end per ÅRL 8:3
Onboarding first fiscal year:
- Add first fiscal year toggle with date pickers and 18-month validation
UI terminology:
- Change "okategoriserad/kategorisera" to "obokförd/bokföra" throughout
Report column fix:
- Fix start_date/end_date to period_start/period_end in report queries
Supplier invoice input:
- CreateSupplierInvoiceItemInput uses amount field (legacy quantity/unit_price kept)
Misc:
- SIE import uses upsert for idempotent account creation
- account-descriptions.ts falls back to BAS reference data
- Add invoice_default_notes to CompanySettings
- Update CLAUDE.md to reflect current project state
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add test coverage for invoices, transactions, bookkeeping, and supplier
invoice API routes. Includes test helpers (createMockRequest,
parseJsonResponse, createMockRouteParams, createQueuedMockSupabase) and
fixture factories (makeInvoice, makeCustomer, makeSupplier,
makeSupplierInvoice, makeCompanySettings).
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Emil