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Author SHA1 Message Date
Mattsson d54b43f80f Bug/resend and invoices (#1192) 
* fix(invoices): anchor the PDF logo to the top-left of its header cell

The logo box is always the full 240x80pt reserved area (any larger logo is
clamped to exactly that), so objectFit: 'contain' placed the image inside it
with the default 50% 50% centering. A wide banner logo fills the width and
lands on the left margin, but a near-square logo scaled down to the 80pt
height cap is only ~117pt wide and got pushed ~60pt in from the margin, which
reads as a misaligned logo and forced companies to reshape their artwork.

Anchor the image top-left so every aspect ratio starts at the margin.

Covered by a test that renders the real PDF and reads the image placement
matrix out of the content stream, for both a wide and a near-square logo.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* feat(invoices): show the real delivery outcome in the send history

"Skickad" only meant the email provider accepted the message, so a bounced
invoice looked identical to one that arrived. Resend reports the outcome
asynchronously; that report now lands on the delivery row and drives the
history: green is reserved for a confirmed delivery, bounce/blocked reads
red, delayed and spam-marked read amber, and an accepted-but-unconfirmed
send is neutral instead of falsely green.

The report arrives on a signed webhook and may only touch the three new
provider status columns of an already sent, unredacted row: the WORM trigger
proves nothing else changed, and a lower ranked or older report can never
downgrade an observed failure. The provider reason text can quote the failing
address, so it is masked on read and cleared by the daily PII redaction job.

Timestamps also formatted in Europe/Stockholm instead of falling back to the
runtime zone, which rendered a 14:05 send as 12:05 on Vercel.

Delivery reports are per message, never per recipient: Resend sends one event
for the whole message, so splitting a send per recipient would be the only way
to get finer granularity, at the cost of CC.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* feat(stripe): make the integration feed-only

Stripe sync now only imports balance transactions into the transactions
inbox, like any bank feed; nothing auto-books. The event/settlement sync
(lib/sync.ts, lib/payouts.ts) stays in the repo but is no longer wired to
any route or cron: the 15-min sync cron is removed from vercel.json.
Payment links on invoice send are unchanged; their payments arrive as
feed rows and are matched manually.

- /sync runs only syncStripeBalanceTransactions; response is { success,
  transactions }
- connecting via OAuth enables the nightly feed by default (toggle stays
  as opt-out)
- panel: needs-review section and plumbing removed, copy rewritten to
  transactions-first (sv + en), toast reports fetched/imported/linked
  and calls out an empty result instead of silent all-zeros

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(api): return the article currency from the v1 article list

The dashboard, importer, export and MCP article surfaces all learned to
carry a non-SEK article price (#1166, #1183, #1184), but the v1
projection still omitted currency. An API or agent caller therefore read
price_excl_vat with nothing marking it as EUR and would copy the number
straight onto a SEK invoice line, at a nine-to-one error.

Adds currency to the projection, the response shape and the example, plus
a pitfall stating the price is not always SEK and that this endpoint does
no FX conversion.

Additive field only; no migration (articles.currency already exists).

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* feat(settings): replace the settings modal with a routed panel sheet

Settings now renders as a sheet that fills the main panel, sliding up over the
page the user came from and back down on close, with the sidebar and frame left
visible and usable. Behind it sits one shared master-detail surface: underline
search across every section and subsection, the grouped section rail, and the
active section as a direct-editing accordion. All 11 sections are decomposed
into subsections, and the legacy *SettingsContent components compose the same
pieces so the stacked and accordion layouts cannot drift.

The sheet is the only presentation, on every entry path. The intercepting route
handles in-app navigation and closes by popping the history entry, landing back
on the page underneath. @settingsModal/default.tsx handles cold loads (refresh,
deep link, new tab), where interception never fires; nothing is mounted
underneath there, so it closes to the dashboard. Both branch on one shared
predicate, isSheetSection, together with the settings layout, which must render
nothing for those sections or the surface would stack twice behind the sheet
and run every section's fetches twice.

Closing is deliberate rather than incidental: the X, Esc, or navigating away.
The dialog is non-modal so the sidebar's account popover and company switcher
keep working with settings up, and an outside click no longer dismisses it.
Sections land fully collapsed, and the scroll position of the page behind
survives opening and closing the sheet.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* feat: enhance article management and settings UI

- Add PATCH test for toggling article active state without other fields.
- Remove unused MessageCircle icon from DashboardContent.
- Refactor AccountingFrameworkForm to use SettingsFieldRow for better help text display.
- Update CompanyInfoForm, DimensionsToggle, and various settings forms to replace description with help text.
- Remove redundant headings and intros in several settings components to streamline UI.
- Improve help text for various settings in English and Swedish translations.
- Update structured error messages for better clarity on article deletion.

* refactor(ArticleDetailPage): remove unused imports and duplicate state variable

* fix(settings): own deep-linked settings routes by route list, not nav visibility

Review fixes from the settings panel sheet work:
* isSheetSection reads the full settings route list so a hidden-but-deep-linked
  section (assistant before BankID, banking in sandbox, api without MCP) is
  claimed by the sheet instead of rendering the legacy shell around an empty panel
* keep 503 on the Resend delivery webhook when the signing secret is unset, with
  a test pinning the behaviour
* stripe callback route test coverage

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* refactor: update salary, tax, and templates settings components

- Refactored SalarySettingsContent to use a form wrapper and improved payment settings UI.
- Enhanced TaxSettingsContent with new signals for EU sales, KU obligations, and ROT/RUT deductions.
- Updated TemplatesSettingsContent to remove legacy comments and improve readability.
- Simplified navigation items by removing unnecessary constants and directly using hrefs.
- Cleaned up translation files by removing deprecated keys and adding new descriptions for clarity.

---------

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
 2026-07-25 22:56:17 +02:00
Jakob Wennberg 8a9162b948 polish(ui): loading feedback on sync/refresh buttons system-wide (#1156) 
The "Synka bank nu" row in the transactions Importera split button fired
syncAll() with zero visual feedback. SplitButton now takes busy/busyLabel
per option: the primary face and the menu row swap to a spinning Loader2,
show the busy label and go inert until the action resolves. useBankSync
holds isBusy across the whole syncAll loop so the spinner does not
flicker between per-connection syncs.

Sweep of the rest of the system for async buttons missing the same
feedback (convention: disabled + Loader2 animate-spin + label swap):

- bokslut DigitalInlamning "Uppdatera status" (Bolagsverket poll): had no
  feedback at all; now disabled + spinner + "Uppdaterar ..." while polling
- Stripe settings "Synka nu": had disabled + label swap but a static icon
- Skatteverket "Verifiera": had disabled + label swap but no spinner
- AgentMemoryPanel "Dolj"/"Aterstall" row actions: static icons on async
  patch; now swap to spinner for the busy row

Checked and intentionally unchanged: Arcim migration "Synka igen" and
"Ateranslut" (the whole step flips to a spinner view synchronously on
click), skattekonto "Forsok igen" (page flips to loading view), AgentChat
"Generera om" (streaming indicator is the feedback).

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-24 19:37:34 +02:00
Jakob Wennberg bb551d1d59 polish(ui): founder feedback batch - inset sidebar hairline, calmer dialogs, Discord mark, chat skeleton (#1158) 
- Sidebar: the hairline above the user block is inset to the content
  edges instead of running edge-to-edge (concept language).
- User menu: the Discord community link renders the actual Discord mark
  (inlined simple-icons path, CC0) instead of lucide MessagesSquare.
- Dialogs: open/close animation toned down, zoom 98 instead of 95 and
  150ms instead of 200ms.
- Settings modal: switching tabs no longer remounts the intercepted
  route (and replayed the whole open animation on every click). The rail
  now swaps sections via history.replaceState, which Next syncs into
  usePathname(), so the dialog stays mounted and tab switches are
  instant. Verified via Playwright: dialog DOM node survives three tab
  switches, URL tracks the section, Esc still closes back.
- /chat loading: the shared dashboard skeleton stretched edge-to-edge in
  chat's full-bleed wrapper (chat's own layout is what suspends, so a
  chat/loading.tsx cannot catch it). The shared fallback is now route-
  aware and renders a two-pane chat silhouette for /chat.

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-24 19:36:45 +02:00
Jakob Wennberg be9d630347 feat(home): concept Hem with Att göra + Fortsätt (UI migration PR 11) (#1132) 
* feat(home): concept scene 14: greeting + Att gora/Fortsatt panes

Hem becomes the founder-approved two-panel layout: serif time-of-day
greeting with date and company, the Att gora worklist restyled to the
concept pane (eyebrow header, h-rows with count chips, hover chevrons)
and a new Fortsatt pane listing in-progress work derived purely from
draft state (lib/worklist/resume: journal drafts, invoice drafts/unsent,
mid-lifecycle salary runs; deadline boost, cap 3, tested). A completed
flow can never render as a resume row by construction: only draft-state
rows are fetched. KPI tiles, revenue/expense cards and the deadline/tax
widgets leave the page per dev_docs/last_session_resume.md section 8,
which also prunes their fetches (journal-line YTD aggregation, unpaid
totals, deadlines): the page got faster. Banners, checklist,
build-assistant hero and the Skatteverket nudge survive.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(home): serif pane titles for Att gora and Fortsatt

Founder feedback: the uppercase eyebrow headers read as a stray font.
Both pane titles are now the Hedvig display serif (text-lg) over the
hairline, matching the page's heading language; the band headers inside
Att gora keep their small uppercase form as grouping devices.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(home): Geist pane titles for Att gora and Fortsatt

Founder call: the pane titles use the body sans (14px medium), not the
display serif.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(ui): Geist section headers + drop stale-transactions chip

Founder feedback: pane/section headers (Att gora, Fortsatt, the reports
groups Lopande/Bokslut/Skatt & moms etc) render in Geist sentence case
instead of uppercase eyebrows or serif. The global h1-h3 display-font
rule moves into @layer base so utility classes like font-sans can
actually override it (unlayered element rules beat Tailwind's layered
utilities: this was silently eating the override). Also removes the
'N aldre an 14 dagar' chip from the Bokfora transaktioner row and its
stale-count plumbing.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(ui): continuous nav crossfade + floating slide-over entrance

The rail/full nav states now stay mounted and crossfade past each other
(the inactive layer absolute, faded, nudged sideways, inert) while the
aside width animates: the switch reads as one continuous motion instead
of a DOM swap. The detail slide-over floats in from the right edge
(slide-in-from-right-full, 300ms decelerating curve) per the concept,
with a quicker ease-in exit.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(ui): make transitions and enter/exit animations actually run

Two silent app-wide animation killers found while chasing 'the nav still
is not smooth':

1. The codebase uses the shadcn animate-in/out vocabulary everywhere but
   no animate plugin was ever installed: Tailwind v4 silently dropped
   every such class, so popovers, dialogs, menus and the slide-over all
   appeared instantly. globals.css now defines the exact subset in use
   (accEnter/accExit keyframes + var-driven utilities), plugin-free,
   composing with duration/ease via --tw-duration/--tw-ease and
   collapsing under prefers-reduced-motion. Dialog drops its
   bracket-variant slide classes (zoom+fade carries the entrance).

2. The scrollbar auto-hide block's universal '* { transition:
   scrollbar-color ... }' was unlayered, and unlayered rules beat
   Tailwind's layered transition-* utilities regardless of specificity:
   every width/margin/color transition in the app was dead. The rule now
   lives in @layer base. Verified: the aside animates 248->64 over 300ms
   and the slide-over runs accEnter at 0.3s with the decelerating curve.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(ui): finish the rr-mask session-replay masking sweep

Main's #1105 switched one amount cell from the no-op sensitive-field
class to rr-mask (rrweb's built-in text-masking class). The reskinned
tables introduced more sensitive-field cells; all 12 occurrences now use
rr-mask so financial amounts are masked in session replays.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-23 22:36:18 +02:00
Jakob Wennberg 1ccf7ab81f feat(transactions): concept shell and row language (UI migration PR 5) (#1124) 
* feat(transactions): concept shell for scene 10 (header, toolbar, footer)

- Header: title + Importera SplitButton (import guide / manual entry,
  last-used mode persisted via ui_state.create_mode.transactions),
  replacing the three-button row
- Toolbar in concept order: [Att bokföra/Alla seg with count chip]
  [search] [Välj flera as quiet toggle] ... [source ContextPicker far
  right merging the old in-list source dropdown (bank/Skatteverket)]
- Bank sync status + sync-now + Bankavstämning move to the concept's
  footer status line together with the honest visible-row counter
  ("n att hantera")
- skv-reconnect banner and all dialogs/actions untouched

Row cards -> concept dry-table conversion follows separately.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(transactions): concept row language for the inbox cards

Rows read like the scene 10 table: date as the first tabular column,
description on one line, amount right (+income in sage), auto-detected
invoice matches as beige suggestion chips instead of primary pills,
tighter hairline rows at 13px. Every action unchanged: Bokför pill,
match/assistant/overflow menu, batch checkboxes, exit animations,
extraction status.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* refactor(transactions): de-bloat rows and chrome to match the concept

- Rows carry only the essentials: date, description, amount, Bokför and
  one overflow menu. The inline match and ask-assistant icon buttons
  fold into the overflow menu (all actions still one click away)
- The "n nya banktransaktioner sen ditt senaste besök" banner is removed;
  the footer sync line covers it
- The Skatteverket reconnect banner becomes the one-ochre-sentence
  AttnLine with an inline action (convention 6)

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* refactor(ui): extract dry-table primitives into components/ui/dry-table

The concept table styles (TH/TD/VTH/VTD classes, quiet links, RowFoldout)
move out of JournalEntryList so the transaction inbox can render the exact
same table language.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(transactions): Synka bank nu in the Importera menu

Extracts the per-connection sync/reconnect logic into a shared useBankSync()
hook (BankSyncNowButton keeps using it) and adds the concept's first menu row
to the Importera split button: sync all active connections, with the
last-synced age as the row description. Hidden without a connection or the
bank_sync capability; the footer button stays the gated conversion surface.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(transactions): per-account source picker with balances

The context chip becomes the concept's account chooser: always visible in
inbox mode, one row per enabled cash account (PSD2 balance annotation),
an Övriga bucket for bank rows without a registered account, and a
Skattekonto row annotated with the cached saldo. The trigger reads
'Alla källor · <sum>' where the sum covers SEK ledgers + skattekonto.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(transactions): concept dry-table for the inbox

The inbox list becomes the exact Bokforing table: borderless dry-table with
hover-revealed checkboxes and chevrons, one-line rows (date, description,
amount, quiet primary pill + overflow + foldout), and a RowFoldout expansion
carrying the row detail and the full action set as quiet links. Skattekonto
rows render as chip-marked table rows with inline actions. The 'Valj flera'
toggle and the floating batch bar are replaced by the concept bulkbar that
pops in above the table once a row is selected.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(i18n): singular form for bulkbar selection count

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(transactions): suggestion-first Bokfor flow (concept scene 10)

Bokfor on a row with a suggestion now goes straight to the compact
kontering confirm (QuickReview) showing the proposed verifikat; the full
template picker becomes the fallback and the 'Byt mall' path. Rows carry
the concept's 'Forslag: <mall>' chip (with D/K in the tooltip and the
foldout meta). The picker dialog is de-bloated: alternate paths (manuellt,
matcha, ignorera) collapse into quiet links. Modal scroll containers
(DialogContent, SlideOverBody) keep a visible scrollbar thumb: with the
app-wide auto-hide, a long dialog read as cut off at the fold.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* refactor(transactions): drop suggestion UI and foldout action links

Founder direction: no booking suggestions in the list for now (logic comes
later), and the foldout duplicated the overflow menu: the three dots are
the clearer surface. The foldout keeps row detail only (FX conversion,
original bank name, 1930/1630 hint, extraction status) and rows without
any detail no longer expand. The Skattekonto picker row drops its saldo
annotation; the Alla kallor sum covers bank ledgers only.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(transactions): dry-table for the Alla view + pill chips app-wide

The history list joins the inbox's table language: Datum, Beskrivning,
Belopp, Status columns with Bokford as muted text + Visa verifikat quiet
link (normal state) and Ej bokford as the beige exception chip with an
inline Bokfor pill; the business/private tabs become the house seg and the
KALLA header row becomes the standard chip-picker. Skattekonto rows get
the same treatment. SEK conversion moves to a tooltip (one-line rows).

Badge itself becomes the concept chip: pill radius (99px), 11.5px, quiet
padding, replacing the boxy rounded-md look the founder flagged on the
Underlag saknas badge.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(ui): audit round: viewer-disabled split options, touch fallback

Regression-audit fixes: SplitButton options support disabled+disabledTitle
so viewer-gated create paths render inert with the viewer tooltip instead
of silently no-opping (wired on Ny transaktion); the history list gets its
Kopplad till faktura indicator back; dead transactionsWithMatches memo
removed; and coarse-pointer devices now always show hover-revealed
controls (checkboxes, chevrons, quiet row actions) since touch has no
hover.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-23 21:41:45 +02:00
Jakob Wennberg 5b5ee8e429 feat(ui): shared migration primitives (UI migration PR 3) (#1122) 
* feat(ui): shared migration primitives (UI migration PR 3)

The component kit every page migration (PR 4-8) builds on:

- ContextPicker: the one-per-page chip-dropdown context scope (convention
  8), right-aligned popover with checks and muted annotations
- FyPicker: fiscal-year picker on ContextPicker with the same controlled
  API and per-company localStorage key as FiscalYearSelector, which it
  replaces page by page from PR 4
- SplitButton: primary + caret menu, last-used mode persisted per user
  via ui_state.create_mode (lib/ui-state/client, unit-tested); nav
  persistence refactored onto the same helper
- ConfirmDialog: centered min-460px confirm-up-front dialog (convention
  10) with pending state on an awaitable onConfirm
- HelpPopover: 17px "?" after the H1 opening an anchored popover
  (convention 7); PageHeader gets a `help` slot
- AttnLine: the one-ochre-sentence attention pattern (convention 6) with
  optional inline action; new AA-safe --attn token pair
- RowStatus: chips-mark-exceptions helper (convention 5)
- SlideOver: right review panel, 480px, 18px inset, rounded, veil + Esc
  (convention 13), with header kicker / body / footer slots
- Stagger: .stagger-enter applied to the five target pages' list
  containers (bookkeeping, transactions, pending, invoices,
  supplier-invoices); structural loading.tsx added for supplier-invoices,
  customers, kpi, pending, deadlines

No page adopts the new pickers/dialogs yet: that is PR 4-8, one page per
PR against this kit.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(ui): FyPicker chip must not double the Rakenskapsar label

Real fiscal periods are often named "Rakenskapsar 2026" already; only
prefix the label when the period name lacks it.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-23 21:29:36 +02:00
Jakob Wennberg 6b506a9ca8 feat(ui): frame-layout shell, pill buttons, 24px page titles (UI migration PR 1) (#1117) 
* feat(ui): frame-layout shell, pill buttons, 24px page titles (UI migration PR 1)

The visual shell from the concept, zero behavior change:

- New --frame token pair (40 18% 96% light / 0 0% 5% dark); the dashboard
  wrapper is bg-frame and <main> becomes a rounded 12px panel with its own
  inner scroll (md-gated; mobile keeps document flow + bottom nav)
- Sidebar goes borderless/transparent on the frame
- Buttons are pills app-wide (radius 99px, default 7px/16px padding, 13px
  text, icon buttons become circles), set once in components/ui/button.tsx
- PageHeader locked at exactly 24px/32px Hedvig serif
- MainContainer resets panel scroll on route change (Next's window
  scroll-to-top never fires for an inner scroll container)
- chat layout + extension workspaces switch viewport-height formulas to
  h-full so they fill the panel instead of overflowing it by 20px
- .claude/rules/design.md rewritten with the 14 locked UI-migration
  conventions from dev_docs/ui_migration_plan.md

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(ui): clamp hand-rolled page titles to the locked 24px/32px

Transaktioner (TransactionStatusBar) and 13 other pages hand-roll their
h1 instead of using PageHeader, so they kept text-3xl/4xl after the
shell change. Clamp them all to font-display text-2xl leading-8.
Onboarding heroes and headline numbers are intentionally untouched.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(ui): keep the frame strip above the panel on banner-less accounts

<main>'s 10px top margin was the first in-flow margin inside the shell
wrapper, so it collapsed through the wrapper and pushed the whole shell
down, showing white body background above the panel instead of the warm
frame strip (only visible on real accounts: the sandbox banner blocked
the collapse). Flex containers never collapse child margins, so the
shell wrappers become md:flex md:flex-col.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-23 21:19:12 +02:00
Mattsson e11f70b347 Bug/gh issues fiz (#1103) 
* refactor: optimize page loading and data fetching

* fix: resolve recurring production runtime errors

* feat: add MCP company and customer updates

* fix: handle year-end tax adjustments

* feat: harden annual report compliance

* fix: expand invoice logo and font support

* fix: sanitize API route error responses

* fix: sanitize user-facing error messages

* feat: persist onboarding and tax assessment notices

* fix: reduce cloud backup audit churn

* feat: refine invoice editor layout

* fix: show saved tax adjustments in INK2

* fix: complete annual report API mappings

* docs: record operational safeguards and decisions

* fix: harden annual report review findings

* fix: adjust column span for description based on VAT registration

* New css class name
 2026-07-21 23:00:15 +02:00
Jakob Wennberg f91536c86c fix(ui): migrate remaining native confirm() calls to DestructiveConfirmDialog (#1046) 
Migrates the three remaining bare confirm() sites from issue #1038 to the
imperative useDestructiveConfirm() pattern already mounted on both pages:
resume-autosend and run-now on the recurring-invoices page, and unapprove
on the salary-run page (its dynamically assembled multi-line copy now
renders as paragraphs via whitespace-pre-line on DialogDescription).

Also adds a togglingId in-flight guard to togglePause, mirroring the
deletingId/runningId guards from PR #1036, so the pause/resume button
cannot fire a duplicate PATCH while one is pending.

Fixes #1038

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-17 11:51:00 +02:00
Jakob Wennberg ec27228a8e style: remove em/en dashes repo-wide, add CLAUDE.md rule against them (#890) 
Em dashes (—) and en dashes (–) had spread across comments, docs, tests,
and a few UI strings, reading as AI-generated boilerplate rather than
house style. Replaced each with punctuation matching its context: colon
for explanatory clauses, comma for asides, plain hyphen for numeric/legal
ranges (e.g. "21-23§"), "to"/"till" for date ranges, parentheses for
paired-dash asides. messages/en.json and messages/sv.json were fixed by
hand together to keep sv/en in sync.

Left untouched where the dash is the functional subject rather than
decorative punctuation: date-range-parser.ts's separator regex,
charset-repair.ts's CP1252 byte-mapping table (and its test), the SIE
encoding mojibake docs, generic-csv.ts's minus-sign normalizer, the
agent system-prompt files that already instruct against em dashes, and
a golden iXBRL test fixture compared byte-for-byte.

Also fixes two bugs surfaced along the way: an off-by-one in
ApiKeysPanel's scope-label split (a leftover from an earlier partial
pass), and a charset-repair test that had lost the literal en-dash it
exists to verify.

Regenerated the agent atom seed migration (skills:generate) since 27
SKILL.md files changed. Added a CLAUDE.md rule against em/en dashes,
with an explicit carve-out for the functional-dash cases above.

Co-authored-by: Claude Sonnet 5 <noreply@anthropic.com>
 2026-07-04 15:58:06 +02:00
Jakob Wennberg 86071334cb feat(invoices): create customer & supplier invoices in modals, matching the verifikat pattern (#861) 
Invoice and supplier-invoice creation now open as pop-up dialogs on their
list pages instead of navigating to standalone form pages — the same UX as
NewJournalEntryDialog (capped-height scroll, explicit-close-only so a
half-typed invoice survives stray Escape/backdrop clicks).

- InvoiceEditor gains a `bare` variant (page chrome stripped, inline actions
  replacing the fixed mobile bar, live document-type title kept) hosted by
  the new NewInvoiceDialog (sm:max-w-5xl). Draft editing pages unchanged.
- The 2,057-line supplier form moves out of the route page into
  components/supplier-invoices/NewSupplierInvoiceForm.tsx with
  bare/inboxItemId/onCreated/onCancel props, hosted by
  NewSupplierInvoiceDialog (sm:max-w-4xl).
- Modals are URL-driven (?new=1): header buttons, empty states, command
  palette, and the reports CTA all open the same dialog; browser back
  closes it. /invoices/new and /supplier-invoices/new survive as redirects
  (bookmarks, agent intents, /expenses/new alias, inbox deep links).
- The invoice-inbox "Skapa leverantörsfaktura" action opens the modal in
  place and refreshes the inbox on success instead of navigating away.

No new i18n keys; dialog titles reuse existing strings.

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-02 14:04:52 +02:00
Mattsson f63d3e3100 Bug/open banking flow (#854) 
* fix(enable-banking): pin Mobile BankID (decoupled) auth_method so Handelsbanken corporate connects

We never sent auth_method to Enable Banking, so it fell back to the ASPSP's
visible default — REDIRECT for Handelsbanken. For Handelsbanken *corporate*
PSUs the redirect flow does not support Mobile BankID, so authorization failed
right after the user approved in the BankID app. Mobile BankID at Handelsbanken
is a DECOUPLED method flagged hidden_method=true, which Enable Banking only uses
when requested explicitly.

Resolve the bank's preferred auth method before /auth: query the ASPSP's
auth_methods and pick the DECOUPLED (Mobile BankID) method when present,
otherwise leave auth_method unset so banks that already work are untouched.
The method name is read dynamically per psu_type, so it is robust across
sandbox/production naming.

- api-client: add approach/hidden_method to AuthMethod, fix ASPSP.auth_methods
  field name (was available_auth_methods, never populated), add
  getPreferredAuthMethod(), thread optional authMethod through startAuthorization
- index: resolve authMethod in /connect and pass it on both fresh + reconnect
- tests: cover method selection and request-body shaping

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* refactor(invoice-inbox): clean up bulk-selection toolbar UI

Redesign the selection toolbar shown when inbox items are checked:
one solid primary "Bokför valda" button with outlined secondary
actions ("Fråga assistenten", "Ta bort") and a plain selection
count. Removes the redundant "Avmarkera" button (users uncheck the
still-visible box), fixes label clipping, and gives the toolbar more
breathing room.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* chore(entitlements): bypass paywall in local development

Add isPaywallBypassed() so all gated capabilities are testable locally
without a subscription. Fires only on NODE_ENV=development (npm run dev)
or an explicit DISABLE_PAYWALL=true escape hatch — production builds run
under NODE_ENV=production and the entitlement suite runs under 'test',
so both keep exercising the real gate.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(tic): resolve enskild firma bolagsuppgifter via 12-digit personnummer

TIC's Lens search is fuzzy and only resolves an enskild firma from the 12-digit (century-prefixed) personnummer; a 10-digit form fuzzy-matched an unrelated entity. Expand personnummer to 12 digits before querying and reject hits whose registration number is unrelated to the request. Add a "Hämta" action to the settings Bolagsuppgifter panel to (re)fetch on demand.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(transactions): implement categorize core for bank transaction categorization

- Added `categorize-core.ts` to handle categorization of bank transactions, supporting single and bulk operations.
- Introduced `categorizeMatchedTransaction` and `bulkBookMatchedInboxItems` functions for transaction processing.
- Implemented fiscal period validation and duplicate booking detection.
- Enhanced logging and error handling for transaction categorization.

feat(scripts): add diagnostic script for Handelsbanken ASPSP metadata

- Created `check-handelsbanken-aspsp.mjs` to fetch and display available authentication methods for Handelsbanken.
- Outputs metadata for business and personal PSU types, including default authentication methods.

fix(migrations): increase statement timeout for SIE bulk delete operations

- Updated `20260629160000_sie_bulk_delete_statement_timeout.sql` to set a longer statement timeout for bulk delete RPCs to prevent cancellations during large imports.

feat(migrations): add bulk book inbox items to pending operations

- Expanded `pending_operations` table to include `bulk_book_inbox_items` operation type in `20260630120000_pending_operations_add_bulk_book_inbox_items.sql`.
- Supports bulk booking of matched inbox items against bank transactions.

test(pg): add tests for replace_period_opening_balance_link RPC

- Implemented tests in `replace-period-opening-balance-link.pg.test.ts` to validate the functionality of the opening-balance correction flow.
- Ensured immutability of opening balance links and proper handling of posted vs. non-posted entries.

* fix(sie-export): update journal entries and lines handling in SIE export tests

* fix(migrations): resolve version collision on 20260629160000

The SIE bulk-delete statement_timeout migration shared version
20260629160000 with journal_entries_list_series_filter (merged from
main via #798/#823), causing a schema_migrations_pkey duplicate key
error on apply. Rename the branch's migration to 20260629160100.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(compliance): resolve compliance-swarm + review findings

- opening-balance/correct: compensating rollback for the non-atomic
  storno+rebook so a mid-sequence failure never leaves two posted OB
  entries (ASVS V2.3); durable audit event on every failure path
  (V16); reference the original verifikationsnummer in the corrected
  entry per BFL 5 kap 5§; document that requireWrite already enforces
  write-role + membership (V8.2.1 was a false positive)
- reports sources routes: validate the cursor date component as ISO
  (/^\d{4}-\d{2}-\d{2}$/) before use, 400 on malformed (ASVS V1.2),
  applied to both the VAT-declaration and trial-balance routes
- AgentSessionList: await the rename PATCH, revert the optimistic
  title and toast on failure (ASVS V4.5)
- bank booking: exclude same-batch siblings from the booking-time
  duplicate guard so bulk-booking distinct same-(date,amount)
  transactions no longer false-positives; pre-existing duplicate
  detection is preserved
- BulkBookInboxDialog: drop the unsafe currency-based reverse_charge
  default, add an omvänd skattskyldighet advisory, and type VAT
  options to the backend VatTreatment union
- OpeningBalanceRowEditor: hold onChange in a ref (synced in effect,
  not during render) so an unstable callback can't cause a render loop

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-07-01 18:13:00 +02:00
Jakob Wennberg d63d2aecf0 feat: UI slop cleanup, invoice icon/header polish + year-end in Rapporter, journal-list DataList refactor (#847) 
UI cleanup: removed AI-slop (redundant suppliers subtitle, decorative Sparkles glyph), decluttered the article-detail header (single status badge + muted type · #number), standardized the invoice icon Receipt→ReceiptText (no $ in a SEK app), and matched ReportExportMenu trigger size to the primary CTA on list pages.

Bookkeeping: surfaced year-end closing in Rapporter (catalog descriptor) and dropped the redundant header button; refactored JournalEntryList to DataList primitives + chunked /api/documents/counts in 50-ID batches (large pages previously 400'd); added optional fraction-digit overrides to formatCurrency. The fiscal-year lock indicator is preserved as a labeled Låst/Stängt badge in FiscalYearSelector.

All PR-bot findings triaged as false positives (unused import, formatCurrency öre, lock indicator) or intentional design (year-end placement, empty-state messaging). CI green.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-06-30 20:42:56 +02:00
Jakob Wennberg b800dcd403 style(ui): system-wide UX/UI polish pass — design-system conformance + copy cleanup (#835) 
* style(ui): system-wide UX/UI polish pass — design-system conformance + copy cleanup

Multi-agent scan of all 404 UI files against the locked design system, then
141 verified surgical fixes across 109 files (net -32 lines):

- Remove forbidden elevation/motion: shadow-* and rounded-xl on cards, active:scale
  bounce, hover:shadow on list items, transition-all -> transition-colors.
- Drop font-medium from single-weight Hedvig display headings/numerals.
- Replace raw rainbow Tailwind status colors with Badge variants / brand tokens /
  neutral surfaces (achromatic chrome, semantic colors stay data-only).
- Route raw dates through formatDate(), hand-rolled currency through formatCurrency(),
  add tabular-nums to financial figures; text-gray-* -> text-foreground tokens.
- Swap hand-rolled skeletons for the Skeleton primitive; off-scale spacing -> token scale.
- Fix copy: mislabeled "Leverantörsfakturor" -> "Utgifter" on bank-import outflow total,
  collapse no-op identical-branch ternaries, broken Swedish diacritics (mojibake),
  correct mismatch-password toast, correct supplier currency-field label.
- Remove PII-leaking debug console.log on register, stray console.logs.

Verified: tsc clean on all changed files, eslint clean, production build passes.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(auth): sanitize residual error logs in register flow

Follow-up to PR review (compliance swarm V16 / GDPR Art.5(1)(f)): the
remaining console.error calls in the register flow passed raw error
objects, which Supabase may populate with PII (email) in nested fields.
Log only sanitized message strings instead.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-06-30 13:14:13 +02:00
Mattsson 9ed0b9515a Fix/invoice booking vat fixes (#778) 
* feat(invoices): add Plusgiro input to bank details settings

Plusgiro was already persisted, validated by the API schema, rendered on
the invoice PDF and toggleable via "Visa plusgiro" — but the settings UI
had no field to enter the number, so plusgiro-only users could not fill
it in. Add the input next to Bankgiro with Luhn validation and hyphen
formatting, include it in the save payload (normalised on save so raw
digits still match the dashed schema format), and add sv/en strings.

Adds validatePlusgiroNumber/formatPlusgiroNumber helpers + tests.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(invoices): respect non-VAT-registered seller in PDF preview + portal tooltips

Two user-reported bugs:

- PDF preview (/api/invoices/preview-pdf) ignored company.vat_registered and
  fell back to the customer-driven 25% rate, so a non-momsregistrerad seller
  saw VAT in the review step even though the created invoice books none. Mirror
  the server-side write gate (build-invoice-write.ts): force 0% when
  vat_registered is false (delivery notes excepted).

- InfoTooltip rendered TooltipContent without a Portal, so tooltips were
  clipped by the scrollable DialogContent (overflow-y-auto) in the send-invoice
  journal-entry review. Wrap in TooltipPrimitive.Portal.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(transactions): book library mall from its literal lines, not a lossy fallback

Booking a bank transaction with a user-created booking-template (mall) via the
convertible "QuickReview" fast path reduced the template to a single category +
one account_override, silently discarding the chosen debit/credit. A
kundinbetalning mall (D 1930 / K 1510) booked as a generic cost (D 6991 / K 1930),
or with a VAT line as D 1930 / K 1930 / K 2611 — and the result flipped with the
direction inferred from the business/settlement line tags, so visually-identical
templates produced different verifikationer.

Route every library template through the journal-entry editor (applyTemplate ->
/book), which posts the literal lines, regardless of convertibility. Add
regression tests locking the contract.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(bookkeeping): make the booking-time duplicate guard bypassable

TRANSACTION_BOOK_POSSIBLE_DUPLICATE told users they could "book anyway" but
the UI dead-ended on a toast with no way to do so. Add a shared
DuplicateBookingDialog that surfaces the already-booked sibling and lets the
user review it or book anyway (force bound to the reviewed candidate, which
the server re-detects so a stale id cannot wave the guard away).

- Wire the dialog into the /transactions categorize flow and the manual
  booking dialog (JournalEntryForm -> /api/transactions/[id]/book)
- Bind the override to expected_duplicate_transaction_id OR
  expected_duplicate_journal_entry_id so ledger-only vouchers (paid invoice,
  salary run) can be confirmed too
- Extend the guard to the pending-operations commit path and the MCP server
- Tests for book/categorize routes, detection, and the commit guard

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(bookkeeping): log duplicate-guard bypass to behandlingshistorik in the agent commit path

The web /book and /categorize routes append a durable
BankTransactionDuplicateDismissed event when a user books over a detected
possible double-booking. The agent commit path (commitCategorizeTransaction,
commitMarkInvoicePaid) skipped the guard silently on allow_duplicate=true,
leaving no behandlingshistorik — an auditor could not reconstruct why the
duplicate was allowed (BFNAR 2013:2 kap 8).

When allow_duplicate=true, re-detect the candidate and append the dismissal
event (BankTransactionDuplicateDismissed for the bank-line path,
InvoiceDuplicatePaymentDismissed for mark-paid). Best-effort — a logging
failure never blocks a legitimate booking. Payloads stay PII-safe (ids,
amounts, dates only — no customer or merchant name).

Also fix the misleading DuplicateBookingDialog JSDoc: the retry binds
expected_duplicate_journal_entry_id, not candidate.transaction_id, so the
systemdokumentation matches the actual control (BFL 7 kap).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* test(mcp-server): stub booking-duplicate guard in receipt-matcher categorize tests

The gnubok_categorize_transaction tool runs the booking-time duplicate guard
before staging; its detection queries consumed the queued supabase mock
results, so the staging assertions saw a thrown duplicate error instead of a
staged op. Mock detectBookingDuplicate to "no duplicate" since these tests
don't exercise that path.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* refactor(transactions): use roundOre for duplicate-guard öre rounding

Replace naive Math.round(x*100)/100 with roundOre() from @/lib/money in the
booking-time duplicate guard (detection lib, commit executor, MCP categorize
tool), satisfying the no-new-antipatterns ratchet guard.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-06-25 15:54:35 +02:00
Mattsson f9ea9c0082 Add/pdf and templates (#705) 
* fix(invoices): apply configured voucher series to payments + preview next voucher

The booking engine resolves the series from
default_voucher_series_per_source_type, but the global "Standardserie"
dropdown wrote a separate field the engine ignored, and cash-method invoice
payments (invoice_cash_payment) weren't exposed in settings — so configured
series were silently dropped to "A".

- Expose cash/private payment source types in the per-source-type form
- Write the global default through to the map on save, keeping overrides
- Resolve voucher-sequences/next by source_type (+date) to match the engine
- Show the upcoming voucher (V2) in the payment dialog title
- Share resolveInvoicePaymentSourceType so preview and booking can't drift

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(salary): keep AGI panel in sync with Skatteverket signing state

The AGI panel mixed run-scoped generation state (agi_generated_at,
agi_declarations) with period-scoped submission state (extension_data
agi_submission_{period}), so the two could drift and present
contradictory UI. Reconcile them:

- Auto-detect a Mina Sidor BankID signature: while awaiting_signing,
  poll /agi/kvittenser on mount and on tab refocus so the panel flips
  to "signed" (hiding the signing actions) without a manual
  "Hamta kvittens" click.
- Warn instead of offering to sign when the locked granskningsunderlag
  predates the run's latest AGI generation (draftIsStale) — avoids
  filing superseded figures.
- Self-heal a stale "AGI-XML saknas" error once the run's AGI is
  (re)generated out-of-band (MCP/API/other tab).
- Refetch the salary run on tab focus so agi_generated_at reflects
  out-of-band generation without a hard reload.
- /agi/lasUpp now clears the cached agi_submission_{period} record, so
  unlocking drops the panel back to the pre-submission state instead of
  stranding it on a released "redo att signeras" draft.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat: Implement VAT registration handling and invoice item line types

- Added VAT registration check in commitCreateInvoice to set VAT rate to 0% for non-VAT registered companies.
- Updated invoice creation logic to reflect 'exempt' VAT treatment and adjusted related fields accordingly.
- Introduced support for free-text and blank spacer rows in invoice items by adding a new line_type field.
- Enhanced invoice and credit note handling to accommodate new line types.
- Added new localized messages for text rows in English and Swedish.
- Created tests for salary run approval logic, ensuring bank details are validated correctly.
- Implemented effective net payout calculation for salary runs, considering tax overrides.
- Added SQL migrations to support new invoice item line types and accounting method awareness for linking invoices to vouchers.

* feat(articles): artikelregister with revenue account + VAT rate per article

Article register (non-inventory) with per-article VAT rate and optional
BAS class-3 revenue-account override. Includes API routes, UI pages,
MCP tools, pending-operation staging, and the activate-or-create
account flow (ACCOUNTS_NOT_IN_CHART -> ActivateAccountsDialog,
unknown numbers -> AddAccountDialog) reusing the journal entry UX.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(bookkeeping): no-doc-required batch + bulk-missing endpoints

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(payments): supplier payment lines + cash-method invoice matching

Shared payment-line proposal for supplier invoices, improved
match-invoice/match-supplier-invoice flows (kontantmetoden-aware),
and voucher-link support without requiring a 151x clearing entry.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(bookkeeping): new journal entry dialog, SIE import tweaks, misc

New journal entry dialog component, journal list/page updates,
invoice editor updates, SIE import adjustments, transaction ingest
and api-key tweaks, pr-agent workflow update.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(invoices): implement tax reduction features and localization updates

* feat(tests): add VAT registration gate to pending operations commit tests

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-06-10 13:52:24 +02:00
Mattsson 0ca9c25aba Add/user feedback (#679) 
* feat(bookkeeping): make blocked fiscal-year creation actionable

When creating a new räkenskapsår is blocked because a prior period is
still open, the "Skapa räkenskapsår" dialog no longer dead-ends on an
English toast. The API now returns the canonical bilingual error envelope
with the blocking periods (id/name/dates) under details, and the dialog
renders a Swedish panel that locks them inline (reversible locked_at) via
the existing /lock endpoint and retries creation.

The guard rule is unchanged and remains BFL-compliant: BFL 6 kap allows
löpande bokföring of the new year in parallel with the prior year's
bokslut, so a lock (not a full close) is sufficient and reversible.

- Add PERIOD_CREATE_BLOCKED_BY_OPEN_PERIODS structured error code
- Return envelope + details.blockingPeriods from the 409 (was English string)
- CreatePeriodDialog: inline "lås och skapa" panel + lock-and-retry
- Update route tests for the new envelope shape

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(ui): prevent mouse wheel from mutating number inputs

A focused <input type="number"> would change its value on scroll,
silently turning e.g. a 20000 salary into 19998. Blur number inputs
on wheel so the page scrolls instead of editing the value. Applied
at the Input primitive so all number fields are protected.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(salary): auto-derive skattetabell and kolumn for employees

Replace the opaque manual "Skattetabell (29-42)" and "Kolumn (1-6)" inputs
on the employee form with a self-deriving flow: the user picks their
folkbokföringskommun from a searchable dropdown and the tax table fills
itself in, while the column derives from the personnummer we already collect.

- Add a searchable municipality picker (MunicipalityCombobox) backed by a
  new cached GET /api/salary/tax-tables/kommuner endpoint.
- Wrap the whole "Skatt" card in a self-contained EmployeeTaxCard used by
  both the create and edit pages, with InfoTooltips and named column options.
- deriveTaxColumn(): auto-select column 1 for under-66 employees; leave the
  ambiguous 66+ case (pension vs working senior) to a clearly-named manual
  choice.
- Fix fetchKommunTaxRates() to page through all ~1300 församling rows instead
  of a single 500-row page (which silently dropped ~200 kommuner, incl.
  Göteborg) and normalize the uppercase names to title case.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(import): correct CSV amount-column guess and surface skipped rows

Manual CSV column-mapping auto-guess walked each data row right-to-left
and picked the first numeric cell as the amount, so on the common
...;Belopp;Saldo layout it grabbed the trailing running-balance column.
Extract the guess into a pure, tested suggestColumnMapping(): match
header labels first (belopp/amount -> amount, saldo/balance -> balance),
auto-fill the balance field, and fall back to value heuristics that skip
the balance column and prefer a column carrying negative values.

Also surface stats.skipped_rows + parse warnings in BankFileConfirmStep -
the manual-mapping path skips the preview step that was the only place
they showed, so skipped rows were silently dropped from view.

Add a unit test reproducing the Saldo-as-amount regression.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat: add "Save as draft" functionality for invoices

- Implemented a new feature to allow users to save invoices as unnumbered drafts without generating an invoice number until finalized.
- Added a `save_as_draft` flag to the CreateInvoiceInput schema to handle draft saving logic.
- Updated the invoice creation API to skip number allocation when saving as a draft.
- Introduced a new endpoint for finalizing drafts, which allocates an invoice number and emits an `invoice.created` event.
- Enhanced the UI to include a "Save as draft" button, with loading states and tooltips.
- Updated tests to cover the new draft saving and finalization logic, including race conditions for concurrent modifications.
- Added relevant error handling for draft finalization and deletion scenarios.

* feat(employee): add employment start and end date fields to employee forms

* feat: enhance invoice and salary run handling with improved validation and event logging

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-06-05 17:26:40 +02:00
Jakob Wennberg 05651e6402 feat(bookkeeping): journal-entry form UX — persistent tabs, focus-advance, opt-in balance fill, period guards (#650) 
Captures working-tree changes to the journal-entry form:
- Persist form state across tab switches: forceMount the three bookkeeping tabs (page.tsx) + hide inactive forceMounted panels in the Tabs primitive (tabs.tsx; no-op for non-forceMount tabs).
- AccountCombobox: new onCommit callback fires on a definitive account selection (dropdown pick or full 4-digit entry); the form uses it to auto-advance focus to the debit field (mobile + desktop layouts via refs + visibility check).
- Replace the surprising auto-fill-balancing-amount on account select with opt-in double-click on a debit/credit field (handleFillBalance) — the prior behaviour misfired when splitting across lines.
- Keep exactly one trailing blank row (StrictMode-safe idempotent effect).
- Review-step safety warnings: different-month-than-last-voucher and closed/locked-period notices (paired sv/en strings) — guards against posting to the wrong month/period.

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-06-03 18:02:34 +02:00
Jakob Wennberg c74b19df1b Accounted rebrand + swarm-skill cleanup + bank-reconciliation fixes (#643) 
* feat(reconciliation): close the bank-feed loop on voucher links and re-tag mis-typed opening balances

Two related fixes to bank reconciliation correctness:

1. Auto-reconcile on voucher link. Linking an invoice or supplier invoice to
   an existing voucher previously advanced only the invoice — the bank
   transaction that paid it kept sitting in the Transactions inbox with a null
   journal_entry_id. linkInvoiceToVoucher / linkSupplierInvoiceToVoucher now
   call autoReconcileTransactionForLinkedVoucher (lib/reconciliation), which
   links the bank transaction to the same verifikat when exactly one unbooked
   line matches it. Best-effort and post-commit: a failure here never fails the
   link. The result surfaces reconciledTransactionId; the inbox row leaves the
   list and the UI shows link_success_tx_reconciled.

2. Re-tag mis-typed opening balances. getReconciliationStatus and the GL-line
   matching RPCs identify a cash account's ingående balans solely by
   journal_entries.source_type='opening_balance'. Companies migrated from other
   systems often booked the bank IB as an ordinary voucher (source_type
   'import' or 'manual'), so it was never excluded and surfaced as a phantom
   reconciliation difference equal to the opening balance. Adds:
   - migration mark_entry_as_opening_balance: a GUC-gated carve-out in the
     immutability trigger plus a SECURITY DEFINER RPC that validates the entry
     (balance-sheet lines only, dated on a fiscal-period boundary), flips the
     source_type, and writes an audit row — no blanket data sweep.
   - POST /api/reconciliation/bank/mark-opening-balance + MarkOpeningBalanceSchema.
   - BankReconciliationView action to trigger it from the IB diff.

The gnubok_create_voucher executor now accepts a typed is_opening_balance flag
and derives source_type='opening_balance' only after validating class 1/2 lines
on the period start, so new IBs land correctly typed.

Covered by lib/reconciliation auto-reconcile tests, voucher-executors tests,
and a mark-entry-as-opening-balance pg-real test.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* chore: rebrand gnubok → Accounted and prune swarm agent skills

Product rebrand and skills housekeeping. No runtime behaviour change.

Rebrand: replace user-visible "gnubok" with "Accounted" across docs, READMEs,
in-code comments, doc-site content, MCP skill/resource prose, and the
gnubok-mcp package description. The MCP resource URI scheme is moved gnubok://
→ Accounted:// consistently across resource registrations, the event-type
comment, and the resource/skill tests. Deliberately preserved as stable
identifiers (NOT rebranded): the gnubok-company-id cookie, gnubok_sk_ / gnubok_inv_
token prefixes, the gnubok-mcp npm bridge name, and the AGI <gem:Programnamn>
value (kept 'gnubok' per its source comment — it is the software identifier sent
to Skatteverket and must not churn across visual rebrands).

Skills: remove the 27 swarm-* agent SKILL.md atoms (no longer used; already
absent from the agent_atom_registry in prod), refresh the remaining skill docs,
add the .claude/rules/ path-scoped rule set, and regenerate the
seed_agent_atom_bodies migration + .skill-body-manifest.json via
`npm run skills:generate` so the DB-backed skill bodies match the trimmed set.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-06-03 10:52:01 +02:00
Jakob Wennberg ccdfed5fea feat: voucher linking, recovery ops, and salary overrides (#591) 
* feat: voucher linking, recovery ops, and salary overrides

Adds reversible/correction-style write paths that customers and agents have
been asking for, plus per-run salary employee overrides.

Invoice → voucher linking
- POST /api/invoices/[id]/link-to-voucher and
  GET /api/invoices/[id]/voucher-candidates
- lib/invoices/voucher-matching.ts with full + pg test coverage
- LinkVoucherPicker UI in PaymentBookingDialog
- pending_operations.operation_type expanded with link_invoice_voucher
  (medium risk) and a (journal_entry_id, invoice_id) unique guard
- MCP: gnubok_find_voucher_candidates_for_invoice and
  gnubok_link_invoice_to_voucher tools

SIE undo
- POST /api/import/sie/[id]/undo + undo_sie_import RPC
- sie_imports.status gains 'undone'
- ImportResultStep surfaces the action; structured error SIE_UNDO_FAILED

Edit-recreate journal entries
- POST /api/bookkeeping/journal-entries/[id]/edit-recreate
- Bookkeeping detail page wires it into the existing edit flow

Delete-last-voucher clears IB link
- Trigger + pg test ensure deleting the last voucher of a period nulls the
  opening_balance_journal_entry_id link so a re-import lands cleanly

Salary employee overrides
- salary_run_employees gains per-run override fields + migration
- lib/salary/effective-values.ts centralises resolved values; all payslip,
  payment, AGI, KU, and booking routes read through it
- SalaryOverridePanel on the employee detail page

Account classifier
- lib/bookkeeping/account-classifier.ts + tests; AddAccountDialog uses it
- backfill-import-accounts script updated

Misc
- toast: minor styling tweak
- AGI generate-declaration: respect effective values
- structured-errors: new LINK_INVOICE_VOUCHER namespace

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat: add link_invoice_voucher operation type to pending_operations

* feat: refactor salary run calculations and update error handling for SIE imports

* fix: PR review feedback on voucher linking and SIE recovery

pg-real (blocking):
- tests/pg/delete-last-voucher-ib: drop posted_at = now() from the seed
  UPDATE — journal_entries has no posted_at column.
- lib/invoices/__tests__/voucher-matching.pg: seed the posted voucher
  before closing the fiscal period so enforce_period_lock doesn't block
  the INSERT during setup.

voucher-matching error codes and rollback:
- Add LINK_VOUCHER_DB_ERROR (HTTP 500) and return it on real invoice
  UPDATE / payment INSERT failures. Previously these returned
  LINK_VOUCHER_VOUCHER_NOT_FOUND (404) which the pending-op dispatcher
  auto-rejects on transient DB errors.
- Log rollback failures explicitly so an invoice left in a half-linked
  state (advanced status, no payment row) surfaces for manual
  reconciliation instead of disappearing silently.

resyncNextPeriodOpeningBalance ordering:
- Create the new IB first, relink the period FK, then storno the old IB.
  Previously the storno ran first; if createJournalEntry failed the next
  period was left with a reversed IB and nothing to replace it, and
  executeSIEImport swallows the error as a non-fatal warning.

replace_period_opening_balance_link:
- Tighten role check to owner/admin (was owner/admin/member). Matches
  delete_last_voucher and undo_sie_import.

Data minimisation:
- /api/invoices/[id]/voucher-candidates and the matching MCP tools now
  project only the invoice and customer fields the matcher reads, instead
  of returning the full customer row.

Schema bounds:
- SalaryEmployeeOverrideSchema caps each numeric override at 10 MSEK to
  catch typos before they reach the ledger or AGI.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(tests): supply user_id when seeding voucher_sequences

voucher_sequences.user_id is NOT NULL (per the multi-tenant refactor in
20260330130000). The previous test seed only set company_id /
fiscal_period_id / voucher_series, which made the seed fail with a
constraint violation on the latest pg-real run. Pass the same userId
used elsewhere in the seed helper.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(tests): scope delete-last-voucher RPC assertions inside the tx

withUserContext always ROLLBACKs, so any DELETE the RPC performs is
discarded when the callback returns. The previous test then queried
journal_entries via a fresh getPool() connection that only saw the
pre-RPC committed seed state — hence "expected '1' to be '0'".

Move every post-RPC assertion (entry count, period FK clear,
opening_balances_set flip, audit log entry, sie_imports clear) inside
the same withUserContext callback so they observe the uncommitted state
before ROLLBACK fires.

Also fix the sie_imports INSERT: the column is `filename`, not
`file_name`, and `sie_type` is NOT NULL.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(tests): assert against the IB-marker audit row directly

DELETE on journal_entries fires two audit_log writes: the generic
write_audit_log() trigger row ("Deleted journal_entries record") and the
delete_last_voucher RPC's explicit "(was period IB)" entry. Both land
at the same statement_timestamp(), so ORDER BY created_at DESC LIMIT 1
returned the trigger row non-deterministically in CI.

Switch to a presence check with a LIKE filter on the IB marker so the
test verifies what it actually cares about — that the RPC's IB-aware
audit row exists.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(db): set company_id on delete_last_voucher audit_log rows

20260528120000_delete_last_voucher_clears_ib_link.sql inserts directly
into audit_log without setting company_id. audit_log's SELECT policy
filters company_id IN user_company_ids(), so those rows landed with
company_id=NULL and were invisible to every reader — only the generic
write_audit_log() trigger row remained visible. That broke BFL audit-
trail intent: the "(was period IB)" provenance row was never readable.

Republish delete_last_voucher with p_company_id populated on both
audit_log INSERTs (draft path and posted path). Behavior is otherwise
unchanged; the pg-real test for the IB-clear flow now sees the
RPC-written marker row as expected.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Co-authored-by: Emil <emilmattsson14@gmail.com>
 2026-05-28 21:09:43 +02:00
Jakob Wennberg f53725b20a Agent v1 bundle: TIC v2 onboarding, in-app assistant gating, sidebar nav, MCP fixes (#584) 
* fix(sie-import): accept tab as field separator (Bollbok exports)

The SIE 4 spec allows either space or tab between fields, but
splitSIELine() only treated space (0x20) as a separator. Bollbok
exports tab-separated lines for every record except #RAR, which
silently swallowed all #IB / #UB / #KONTO / #KTYP / #VER / #TRANS
records — imports appeared empty even though the file was well-formed.

Also adds a parser-side diagnostic that emits a warning when raw #IB
or #VER lines are present in the input but parsing produced none. The
previous silent failure is how this bug stayed hidden; the warning
gives the import preview something visible to surface next time.

Verified against two real reproducer files (Sean / Erik Hellqvist):
  erik h 2025.SE (UTF-8): 166 accounts, 66 IB, 4 UB, 11 RES, 95 vouchers, 198 TRANS.
  erik h 2026.SE (CP437): 166 accounts, 66 IB, 4 UB, 0 vouchers.
Both now parse with zero warnings/errors.

Tests:
  + 8 Bollbok-shape tab-separated fixtures (2025 + 2026 quoting variants).
  + 4 silent-failure diagnostic-warning tests.
  All 74 sie-parser tests pass; 155/155 in lib/import; 64/64 downstream callers.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(sie-import): address PR #513 review — strip #KTYP quotes, suppress redundant aggregate warning

Two non-blocking P2 findings from Greptile review on PR #513:

1. #KTYP handler stored fields[2] directly, so Bollbok 2026 exports
   (#KTYP\t1510\t"T") stored '"T"' with literal quotes instead of 'T'.
   Latent defect — accountType is unused downstream today, but my tab-
   separator fix made the quoted-value path reachable. Now routes through
   parseStringField so both Bollbok 2025 (unquoted T) and 2026 (quoted "T")
   land as 'T'.

2. The aggregate "kontrollera fältavskiljare och teckenkodning" warning
   fired alongside per-record 'error'-severity issues for malformed #IB /
   #VER records, producing a misleading hint when the parser had already
   pinpointed the structural problem. Now suppressed when an error-severity
   issue with the same tag already exists.

Test coverage:
  + accountType asserted to be 'T' (not '"T"') in both 2025 + 2026 shapes.
  + VER aggregate-warning test now uses #VER lines without { } blocks
    (silent loss, no per-record error) — the canonical case the diagnostic
    is designed for.
  + New suppression test: bare #VER produces per-record errors AND the
    aggregate warning is absent.

75/75 sie-parser tests pass; 156/156 in lib/import.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* wip: agent chat + composer + memory + document extraction

In-progress work on this branch beyond the SIE-import fixes:
- Specialized accountant agent (composer + intents + chat loop)
- Persistent agent_conversations/messages, agent_profiles, agent_memory
- /chat surface + /onboarding/agent + /settings/agent-memory
- document-extraction extension with status hooks
- MCP server staging refactor + new skills (atoms, bank reconciliation,
  customer onboarding, kreditfaktura)
- pending_operations rejection feedback (category + reason) + realtime
- TIC company profile cached snapshot on companies
- 17 migrations (all additive — see prior conversation analysis)

Parked while branch waits for review/merge. Migrations are already
applied to prod.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* refactor(tic): migrate company-data client from api-core v1 to Lens v2

Swaps the seven TIC company-data endpoints we call from the api-core
paths (`/datasets/companies/{companyId}/...`, `/search/companies`) to
the Lens equivalents (`/companies/{id}/...`, `/search-public/companies`).
Hard cutover; proxy pattern preserved.

Schema shifts handled inside the extension so consumers (TicWorkspace,
Step2CompanyDetails) don't need changes:

- `/companies/{id}/bank-accounts` now returns Bankgirot only — map to
  the existing `{ type, accountNumber, bic }` shape, drop terminated.
- `/companies/{id}/industries` returns a discriminated array — filter
  to `companyIndustryCodeType === 'sni2007'` to preserve v1 behavior.
- `/companies/{id}/phone-numbers` renamed the field to
  `phoneNumberFormatted` (fall back to `e164PhoneNumber`).
- `/companies/{id}/documents` replaces `/financial-report-summaries`;
  filter `type === 'annualReport'` and read nested
  `financialReportMetadata` to rebuild the legacy summary shape.
- `isCeased` is now a top-level boolean; `activityStatus` is an enum.
  Translate enum -> 'ceased' for the workspace's existing check.

BankID identity flow (id.tic.io) is untouched — separate TIC product.

Note: deploy gated on the TIC proxy being flipped to lens-api.tic.io
with an `x-api-key` Lens key.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(tic): expose v2 onboarding & workspace data

Adds six new Lens (v2) fetchers on top of the migration that already
landed in this branch, surfacing the data through /lookup and /profile.

New fetchers in lib/tic-client.ts:
- getFiscalYears          /companies/{id}/fiscal-years
- getAccountingPeriods    /companies/{id}/accounting-periods
- getPayrolls             /companies/{id}/payrolls
- getSignatory            /companies/{id}/signatory
- getRepresentatives      /companies/{id}/representatives
- getCompanyStatus        /companies/{id}/status

/lookup gains a fiscalYear field (current fiscal-year configuration)
so onboarding Step 2 can skip manual MM-DD entry. CompanyLookupResult
extended with optional fiscalYear; consumers without it keep working.

/profile gains five new sections on TICCompanyProfile:
- fiscalYear + fiscalYearHistory   current + deduped period list
- signatory                        firmateckning descriptions
- board + representatives          board-composition summary + active
                                   officers (positionEnd in future)
- payrolls                         payroll2 array newest-first, with
                                   deviation vs annual-report
- statuses                         current+historical status entries
                                   with red/yellow/green/neutral color

TicWorkspace renders the new data as four cards (Status, Fiscal year +
Signatory, Board + Representatives, Payroll history) plus a Badge
mapping for the traffic-light status color.

Tests: 52 -> 60 passing. Added unit tests for the new fetchers' v2
paths, fiscal-year auto-fill in /lookup, and full v2 profile coverage.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(onboarding,agent): lean on TIC v2 to skip Steps 1 & 3 and sharpen Opus

Three small wins that unlock more of the v2 cutover. No new endpoints — the
data was already in the snapshot, just not flowing where it should.

Step 1 (entity_type) — deep-link path only:
- /lookup now returns `legalEntityType` and `registrationDate` (added to
  CompanyLookupResult).
- /onboarding/page.tsx does a server-side /lookup prefetch when
  ?org_number= is present (BankID picker path), maps "AB"/"EF" to the
  EntityType enum, and seeds Step 1's radio. Falls through silently for
  unsupported codes (HB, KB, …) and on TIC errors.
- WelcomeOnboarding hydrates ticLookup state from the server prefetch so
  Step 2's debounced client fetch and Step 3's first-year inference both
  have data on first render — no flash.

Step 3 (is_first_fiscal_year) — every path:
- deriveFirstYearDefaults() parses ticLookup.registrationDate and returns
  { isFirstFiscalYear, firstYearStart } when registered <12 months ago.
  Step 3's initialData picks it up; the user only confirms the end date.
- Settings value wins when present so existing users with a saved choice
  don't get overridden.

Composer prompt:
- redactTic allowlist was the bottleneck — it stripped beneficialOwners,
  signatory, board, representatives, payrolls, statuses, fiscalYear
  before Opus ever saw the JSON. Existing filterRedundantQuestions
  ownership logic was effectively dead because the data path was severed.
  Expanded allowlist to include those v2 sections; kept bankAccounts/
  email/phone/fiscalYearHistory/financialReports out (token cost > signal).
- SYSTEM_PROMPT now documents each v2 section and the rules Opus should
  apply: payroll signal switches from "registration.payroll" to "actual
  payrolls[] filings" (kills the false-positive swedish-payroll selection
  for newly registered employers); beneficialOwners[] becomes the
  authoritative ownership source (single owner → FMB modifier; multiple →
  multi-owner); statuses[] isCeased/red triggers an uncertainty_note.

Tests: 4112 unchanged. Build: green. No schema or migration changes.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(agent): onboarding polish + composer signal fixes from first-run feedback

UX:
- AgentOnboarding: drop the 10s "Hoppa över — fortsätt med standardval"
  escape hatch. The fallback path runs automatically on timeout; the
  manual skip just teased users into a degraded build.
- ReviewCard step 2 title: "Stämma av detaljerna" → "Stäm av detaljerna"
  (imperative form matches the rest of the steps).
- Drop em-dashes from user-visible Swedish strings in AgentOnboarding +
  ReviewCard (fallback labels, subtitles, placeholder, error message,
  final CTA). Em-dashes survive in code comments only.
- "Fråga min revisor" → "Fråga min assistent" everywhere it surfaced:
  AgentTrigger, AgentSparkleButton, ReviewCard preview, ReviewCard
  fallback comment, general.help intent buttonLabel + prompt text.
- AgentTrigger / AgentSparkleButton / EmptyState.AgentHelpLink /
  TransactionInboxCard ask-button all gated on identity.isVerified.
  Pre-onboarding users no longer see the floating FAB or per-page
  Sparkle buttons. AgentSheetProvider.identity gained an isVerified
  field; (dashboard)/layout.tsx selects agent_profiles.verified_at and
  passes it through.

TIC verksamhetsbeskrivning:
- tic/index.ts /profile: /companies/{id}/purposes returns every
  historical verksamhetsföremål filing. Picking [0] was returning the
  oldest "äga och förvalta" holding-company boilerplate for companies
  whose later filings narrowed the purpose ("tillhandahålla
  företagskrediter och finansiella teknologilösningar"). Sort the
  array by lastUpdatedAtUtc desc and take the most recent non-empty
  purpose.

Composer banking signal:
- loadBankingSummary now reads journal_entry_id alongside
  description/amount/date and returns per-counterparty `direction`
  ('in' | 'out' | 'mixed') and `has_unbooked` (any row not yet booked).
  Aggregate `unbooked_count` accompanies the rollup.
- buildUserPrompt emits each counterparty as
  `Name: 12 345 kr (ut, OBOKFÖRD)` so Opus can tell income from cost
  on sight and tell which counterparties are still open questions.
- SYSTEM_PROMPT now explicitly forbids verification questions about
  counterparties whose direction is unambiguous AND status is 'bokförd'.
  Should kill the regressions from the first agent build:
  * "Konsult, J 98 565 kr — intäkt eller kostnad?" when the amount is
    clearly negative.
  * "ALMI AB 493 000 kr — lån eller bidrag?" when the transaction is
    already categorized.

Tests: 4112 unchanged. Build: green.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(agent,ui): representation needs deltagare+syfte, drop duplicate doc icon

Representation booking:
- transaction-categorization prompt now requires the agent to capture
  participants (name + company) AND purpose before staging a
  representation categorization. SKV's representationsregler + ML 8 kap
  require the verifikation to document who attended and what the
  meeting was about; without that the avdrag is denied and the post
  should be booked as non-deductible / personalkostnad.
- The agent confirms back in plain text (audit trail in the chat),
  writes the deltagare + syfte to gnubok_remember_fact (long-term),
  THEN stages. Saknas deltagare/syfte: explicitly tell the user the
  avdrag won't go through and offer the non-deductible alternative.
- Known gap (followup, not this commit): the staged op's journal entry
  description doesn't yet carry the deltagare text. Until we add a
  `notes` field to gnubok_categorize_transaction, the audit trail
  lives in chat + agent_memory only.

TransactionInboxCard duplicate attachment indicator:
- Drop the FileCheck2 "open document" button from the trailing slot.
  TransactionAttachmentIndicator (Paperclip) next to the description
  already opens the underlag on click. Two icons doing the same thing
  was noise. Cleaned up the unused state (isOpeningDoc, hasAttachment,
  handleOpenAttachment) and dropped now-unused imports (FileCheck2,
  useToast).

Tests: 4112. Build: green.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(agent,nav): notes on verifikation + redesigned sidebar

Audit-trail notes for representation:
- gnubok_categorize_transaction gains an optional `notes` string.
  Threaded through stagePendingOperation → commitCategorizeTransaction →
  createTransactionJournalEntry, which now appends notes to the entry's
  description (capped at 500 chars). The verifikation an external auditor
  reads now carries deltagare + syfte directly — not just chat history /
  agent_memory.
- transaction-categorization prompt updated: representation flow now
  REQUIRES the agent to pass deltagare+syfte via the notes parameter.
  Without it the booking is non-deductible / personalkostnad per SKV.

DashboardNav redesign:
- Top section: flat, no header — Hem (/chat), Underlag (was
  Dokumentinkorg), Transaktioner, Granskning. Always visible; the inline
  badge on /pending shows the count when there are pending ops.
- Mid section: four collapsible dropdowns (Försäljning, Inköp,
  Redovisning, Personal). Each auto-expands when the active route lives
  inside it. KPI moved from main to Redovisning. Extension nav items
  (TIC workspace, etc.) fold into Redovisning.
- Bottom-left: new account popover (DropdownMenu, opens upward) holding
  CompanySwitcher, Inställningar, Hjälp, Support, Logga ut. Replaces
  the old top company-switcher card + the bottom Support/Logout block.
- Mobile drawer mirrors the new structure: top items as flat list,
  same four dropdown groups, separate "Tillägg" section when
  extensions exist, "Mitt konto" section at the bottom.
- i18n: invoice_inbox label renamed "Dokumentinkorg" → "Underlag"
  ("Documents" in en). New keys: mitt_konto, group_extensions.

Tests: 4112. Build: green.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(nav): unhide Leverantörer under Inköp

The /suppliers entry existed in navItems but was marked hidden — leftover
from when the supplier list lived elsewhere in the IA. Removing the
hidden flag puts Leverantörer in the Inköp dropdown alongside
Leverantörsfakturor.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(nav): CompanySwitcher back to top-left, user account moves bottom-left

The previous pass collapsed both concepts into the bottom popover. They
mean different things: the company is the org context everything below
operates against (top-of-sidebar, scannable); the user is the
account-holder (bottom-of-sidebar, where settings/logout live).

- (dashboard)/layout.tsx: fetch profiles.full_name alongside the
  existing identity queries; pass userName + userEmail into
  DashboardNav.
- DashboardNav: restore CompanySwitcher at the top of the sidebar
  (pre-redesign placement). Bottom-left popover trigger now shows the
  signed-in user's name + single-letter initial (accountInitial helper
  falls back to email's first char, then "?"). Popover header carries
  full name + email; items unchanged (Inställningar, Hjälp, Support,
  Logga ut). CompanySwitcher removed from inside the popover — nested
  dropdowns were awkward and the top placement is where it belongs.

Tests: 4112. Build: green.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(pending): trim the agent context strip

The row-level AgentContextStrip on /pending was rendering the model
name (eu.anthropic.claude-sonnet-4-6) and the full atoms array
(horizontal/swedish-vat, vertical/konsult-it, …) inline, which made
each row 60–80 chars of mostly-the-same metadata. Reviewers never
scan that text; they scan amounts and decide approve/reject.

Now the strip shows only the conversation deep-link
(Konversation #<short id>) — the one piece that's actually useful for
diving into context. Model + atoms remain available in agent_metadata
for debugging surfaces; they're just not in the list view.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(agent): shared ground rules + paragraph breaks after tool calls

Two regressions surfaced in real usage. Both are systemic.

Shared agent ground rules:
- /chat surface (general.help) was happily inventing four-digit BAS
  account numbers ("Debet 6212 - Molntjänster…", "Kredit 2614 - Ingående
  moms…") and proposing booking decisions on invoices it had never
  seen, with no follow-up questions about currency/scope/etc.
- transaction-categorization had those rules baked into its prompt;
  general-help / bokslut-step / invoice-draft / supplier-invoice-review
  / verifikation-draft / vat-review never inherited them.
- Extracted lib/agent/intents/shared-rules.ts with five cross-cutting
  rules: underlag first (check inbox + ask user to upload to
  Dokumentinkorgen when missing), ask follow-ups when ambiguous, never
  write four-digit BAS account numbers in chat (category names only),
  cite atoms / load skills (don't guess), check counterparty history
  before proposing.
- Injected renderAgentGroundRules() into all six intents above.
  transaction-categorization left alone — it has more detailed inline
  rules tied to its specific underlag-flow.

Paragraph break after tool calls:
- text_delta from the model often resumes after a tool call without a
  leading newline ("kategoriseras." → gnubok_query_journal runs → "Inget
  historik hittades…" appended directly). Markdown rendered the
  concatenation as one paragraph.
- AgentChat text_delta handler now inserts \n\n when (a) the buffer
  ends with text content, (b) the incoming delta starts with text
  content, (c) at least one tool call has run, and (d) the buffer
  doesn't already end with a blank line.

Tests: 4112. Build: green.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(nav): default-open dropdown groups; closing is per-user

Dropdowns started collapsed which meant first-time users had to open
each group to discover what's inside. Inverted the state: default open,
user can collapse, active route still forces a group open.

- manualExpanded → manualCollapsed (semantics flip)
- toggleGroup unchanged externally; flips the bit
- isGroupExpanded returns !manualCollapsed[g] || hasActiveChild

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(agent): rate-safe v1→v2 TIC upgrade, counterparty defaults, profile settings

Three pre-ship quality wins.

Rate-limit-safe TIC v2 upgrade:
- The /profile endpoint fans out to ~13 Lens calls; the account has a
  ~3000/mo ceiling. Force-refreshing every pre-v2 (v1) snapshot across
  the customer base would blow the budget.
- ensureTicSnapshot gains an `upgradeV1` flag. A cached snapshot still
  inside the 7-day window is re-fetched only when (a) the caller passes
  upgradeV1 AND (b) the snapshot is v1-shaped (missing the v2-only
  `statuses` key). Gated to the two agent-onboarding call sites — a
  deliberate, once-per-company action and the only consumer of the v2
  sections. Workspace + signup keep the natural 7-day staleness, so the
  v1→v2 migration is lazy and bounded to companies actually building an
  agent.

Known-counterparty defaults (shared-rules):
- Agent now proposes a sensible default for well-known counterparties
  instead of asking the same question monthly: Almi → lån, Tillväxtverket/
  Vinnova/EU-stöd → bidrag, Skatteverket → skatt/avgift or återbäring,
  Bolagsverket → avgift, Försäkringskassan → ersättning, EF private
  withdrawal → eget uttag. Stated as an assumption the user can correct,
  not a hard rule — underlag/history still wins.

Företagsprofil settings page:
- New /settings/agent-profile (Företagsprofil / "Company profile"):
  view + edit the agent's company profile after onboarding — assistant
  name + avatar, the profile summary the agent reasons from, and a
  read-only chip view of loaded specialities (atoms). Backed by the
  existing GET/PATCH /api/agent/profile.
- New GET /api/agent/atom-titles?ids= resolves atom slugs → human titles
  for the chips (registry is globally-readable reference data).
- Added to SettingsSidebar; i18n keys agent_profile (sv "Företagsprofil"
  / en "Company profile").

Note: /chat already redirects unverified users to / (chat layout guard),
and / renders WelcomeGate → /onboarding/agent. No redirect work needed.
AgentSetupBanner.tsx is orphaned dead code (WelcomeGate superseded it).

Tests: 4112. Build: green. Both new routes compile.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(nav,agent): Hem=Översikt + separate Assistent button; memory dedup

Nav restructure:
- "Hem" now points to / (Översikt dashboard) again, not /chat. The agent
  chat gets its own top-level nav entry "Assistent" (Sparkles icon) → /chat.
  Mobile bottom nav mirrors this (Hem / Assistent / Transaktioner).
- / restored to render DashboardContent (the Översikt) for built-agent
  users instead of redirecting to /chat. Users who haven't built their
  assistant yet still get WelcomeGate (the build-agent checklist); once
  verified, / shows the dashboard. Chat is reachable anytime via its nav
  entry. Restored main's dashboard data-fetch; added an agent_profiles
  verified_at probe to drive the WelcomeGate branch.
- i18n: nav.assistant ("Assistent" / "Assistant").

agent_memory dedup (gnubok_remember_fact):
- The agent re-remembers the same fact constantly (e.g. "Vercel = omvänd
  skattskyldighet" on every Vercel categorization), which would bloat
  agent_memory with paraphrases over months.
- Before insert, compare the incoming fact against the 300 most-recent
  active memories by word-set Jaccard similarity (lowercased, punctuation-
  stripped, stopwords dropped). A near-duplicate (≥0.82) is treated as
  already-known: bump its relevance toward the new score + refresh
  updated_at instead of writing a new row. Embedding-free, zero added
  latency beyond one bounded SELECT.

Tests: 4112. Build: green.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(agent,nav): företagsprofil=Bolagsuppgifter, avatar nav icon, dedupe greeting

Företagsprofil settings page (the right content this time):
- Replaced the agent atoms/summary panel with CompanyProfileView — a
  read-only "Bolagsuppgifter" view of the cached TIC company snapshot
  (name, org-nr, form, address, F-skatt/Moms/Arbetsgivare, SNI, bank,
  verksamhet, employees, latest financials, status traffic-lights,
  fiscal year, firmateckning, företrädare). Server component reads the
  companies.tic_snapshot column directly — no extension import, stays
  inside the core-build boundary.
- Route renamed /settings/agent-profile → /settings/company-profile.
  Removed the old AgentProfilePanel + the now-unused /api/agent/atom-titles
  endpoint.

"Assistent" nav icon = the agent's chosen avatar:
- DashboardNav reads agent identity from AgentSheetProvider and renders
  the onboarding-chosen avatar for the /chat ("Assistent") entry across
  desktop sidebar, mobile drawer, and mobile bottom nav. Falls back to
  the Sparkles glyph pre-onboarding (no avatar yet).

Nav cleanup:
- Dropped the beta badge from Underlag.
- Filtered the TIC workspace (/e/general/tic, "Företagsprofil") out of
  the nav — the same Bolagsuppgifter now lives under Inställningar →
  Företagsprofil, so it shouldn't appear in two places.

Doubled intake greeting fix:
- /chat/intake fires an invoke with no conversation_id, then swaps the
  URL to /chat/[id] the instant the `conversation` event lands — which
  can beat the greeting being persisted. /chat/[id] then hydrated with 0
  messages and, because the auto-fire guard keyed on (id && messages>0),
  fired a SECOND invoke on the same conversation → two greetings.
  Guard now keys on conversation-id presence alone: a set id means
  resume, never bootstrap. Closes the race.

Tests: 4112. Build: green.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(agent): paragraph-break-after-tool split words mid-stream

The earlier "insert \n\n when text resumes after a tool call" heuristic
re-evaluated on EVERY text_delta (any delta not starting/ending with
whitespace, once a tool had run). Streaming deltas arrive in sub-word
chunks, so it injected breaks between fragments of the same word:
"minnes\n\nno\n\nterna", "kund\n\nrep\n\nresentation".

Replace the per-delta heuristic with a consume-once ref:
- tool_use sets breakBeforeNextTextRef = true
- the next text_delta consumes it: prepends \n\n exactly once (only when
  the buffer has content, doesn't already end in whitespace, and the
  delta doesn't start with whitespace), then clears the flag

So the break fires once per tool→text resume, never mid-word.

Build: green.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(agent): much shorter replies, representation headcount + VAT cap, dot separator

Brevity (system-prompt Svarsformat — affects every reply):
- Hard "korthet är regel nummer ett": aim for 2-4 sentences, lead with
  the answer/action, no warm-up ("Här är vad som gäller…"), don't derive
  VAT in prose, don't restate what the approval card shows, one question
  at a time. The agent was writing textbook-length essays.

Representation rule now in shared-rules (so verifikation-draft, vat-review,
etc. all get it — previously only transaction-categorization had it, which
is why the verifikation flow guessed 25% VAT and skipped the cap):
- Require ANTAL deltagare (headcount), not just one name — the moms
  deduction is per person (underlag cap 300 kr/person ex moms).
- Use the receipt's ACTUAL VAT rate (usually 12% on food), never assume
  25%.
- Meal representation isn't income-tax deductible (post-2017); whole cost
  booked as non-deductible representation.

Verifikation description separator:
- createTransactionJournalEntry appended notes with an em-dash
  ("Utlägg Eatnam — Deltagare:…"), violating house style. Switched to a
  middle dot " · ". journal_entries has no separate notes column — the
  description IS the BFL verifikationstext / audit field, so deltagare +
  syfte correctly live there.

Tests: 4112. Build: green.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(settings): tidy Bolagsuppgifter — no status colours, clean firmateckning

From first-look feedback on the Företagsprofil page:

- Status: dropped the coloured traffic-light badges (red/yellow/green).
  Per the design system semantic colour is data-only, never chrome, so
  status now renders as plain label + date. Also filtered to dated
  entries only — Bolagsverket emits flags like "Har aldrig varit verksam"
  with no date that read as noise next to the real status. Ceased status
  gets muted destructive text (the one chrome colour the system keeps).

- Firmateckning: the source text carries ">" list markers and crams
  several rules onto one line, and repeats "Firman tecknas av styrelsen"
  across rows. cleanSignatory() strips the markers, normalises whitespace,
  splits run-on "Firman tecknas …" clauses onto separate lines, and the
  render dedupes — so each rule reads as its own sentence.

Build: green.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(mcp): inbox items expose all terminal links + processed flag

The Eatnam receipt was booked against its bank transaction (so the inbox
row had matched_transaction_id + created_journal_entry_id set), yet the
agent reported it as loose/unmatched and a duplicate risk. Root cause:
gnubok_list_inbox_items only selected and returned matched_supplier_id +
created_supplier_invoice_id — the supplier-invoice path. The
transaction-match and direct-journal-entry paths were invisible, so any
receipt cleared via /transactions looked unprocessed.

- list_inbox_items now selects + returns matched_transaction_id and
  created_journal_entry_id alongside the supplier fields, plus a derived
  `processed` boolean (true when ANY of the three terminal links is set).
- New unprocessed_only=true input filters to items with no terminal link
  — the "what still needs handling" view that prevents the agent from
  flagging already-booked docs as duplicates. (Fetches a wider window
  then filters client-side so limit applies post-filter.)
- Description updated to document the processed semantics, within the
  280-char tool-description budget.

The DB linkage itself already worked: /transactions attach-document sets
matched_transaction_id, and commitCategorizeTransaction stamps
created_journal_entry_id. This was purely a read/surface gap.

Tests: 4112 (+ MCP description guard). Build: green.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(mcp): repair stage-but-never-commit tools + consolidate tool surface

- post_annual_depreciation AND reverse_entry were never in the pending_operations operation_type CHECK, so both staged then died with check_violation at INSERT. Add the CHECK migration, a commitPostAnnualDepreciation executor (reusing commitAnnualPostings), risk tier, and the PendingOperationType union member.
- Salary tools de-risked: calculate_salary_run calls runSalaryCalculation() directly (no self-fetch/forged cookie); create_salary_run uses a transactional create-run helper with compensating delete; generate_agi actually generates + persists the declaration.
- import_sie parses + validates at stage time with a content-rich preview (company, fiscal year, voucher/account counts, balance) instead of a blind byte count.
- batch-match-invoices passed user.id where companyId was expected (silently matched zero).
- VAT report+widget merged behind render_ui; gnubok_search_tools ranks by relevance; gnubok_feedback readOnlyHint corrected; tools/list instruction text fixed; income decision-tree + GL/query_journal cross-refs added.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(agent): load skill atom bodies from the DB so they survive the build

Skill bodies were read from disk at runtime (.claude/skills/**/SKILL.md); on Vercel the dynamic readFile path isn't traced into the lambda and on Docker .claude/ is excluded, so atoms loaded EMPTY in production — a despecialized agent. Inline the bodies into agent_atom_registry instead:
- Migration adds body + mcp_exposed columns; a build-time generator (scripts/generate-skill-bodies.ts) emits a deterministic dollar-quoted seed migration with a content-hash manifest + --check CI guard.
- Read sites (mcp-server atoms.ts, chat system-prompt.ts, composer prewarm) read body from the DB, with a dev-only disk fallback. mcp_exposed curates which atoms the MCP exposes (swarm-* never become atoms).
- The seed script + generator share scripts/lib/atom-discovery.ts; estimated_tokens now reflects SKILL.md only.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(agent): safe the in-app assistant — gating, FAB de-confliction, rate limit, friendly errors

- Hide all agent entry points until verified_at: the Assistent nav tab (sidebar + mobile) and the agent-memory settings tab now match the floating FAB's gate.
- FAB de-confliction: /kpi -> kpi.explain and /bookkeeping/year-end -> bokslut.step so the floating button opens the SAME assistant as the page button (no two-agents-on-one-page).
- Generous per-user rate limit (30/min, 1000/day) on /api/agent/invoke, /onboarding/stream, /composer via a new agent_rate_counters table + check_and_increment_agent_quota RPC; fails open. Bounds runaway Bedrock spend without touching normal users.
- Friendly errors: Bedrock 429/timeout/5xx normalized to Swedish (friendlyModelError) in run-turn + the invoke route; the chat client surfaces the server's friendly message instead of a raw HTTP status.
- /chat/new validates ?intent= against the registry so bad deep-links fall back to general.help instead of rendering a broken-looking error.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(agent): keep /chat read-only — redirect categorization + swap the "categorize" suggestion for a VAT-report question

general.help (the /chat assistant) is read-only, but it still gave per-transaction bokföringsförslag in prose and asked "godkänner du dessa?" — an analysis the user can't act on (no write tool, no per-tx underlag). Strengthen the prompt to redirect categorization/bokföring to the per-transaction flow (open the transaction -> "Fråga om denna transaktion", where the agent sees the underlag and stages a real ApprovalCard); a short overview is still allowed. Add a guard test locking in no-write-tools + the redirect language. Swap the /chat empty-state "Hjälp mig kategorisera" chip (which lured users into exactly this dead-end) for a VAT-report question the read-only assistant can actually answer.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* refactor(pending): declutter the review queue rows + header

Fold the conversation deep-link onto the actor label (drop the separate
"Konversation #xxxx" strip and its icon), hide the quick-pick when there's
only one operation type (it duplicated "Markera alla"), and drop the "(0)"
from the disabled bulk-approve button.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(vat): enhance VAT handling by integrating document validation and improving error messaging

* feat(settings): add assistant knowledge surface + consolidate settings tabs

Expose the agent's skill atoms (agent_atom_registry) in a read-only surface
beside the existing memory view, and tighten the settings tab bar from 14 to
10 tabs.

- New GET /api/agent/skills + AgentSkillsPanel: lists active, mcp_exposed
  atoms grouped by tier (Kärnkompetens / bransch / bolagssituation), flags
  which are active for the company from agent_profiles, and lazy-loads each
  SKILL.md body on expand.
- New /settings/assistant tab with a Minne/Kompetens toggle (?view=skills);
  /settings/agent-memory and /settings/agent-skills redirect into it.
- Merge Företagsprofil (TIC snapshot) into the Företag tab via
  CompanyProfileSection; /settings/company-profile redirects.
- Merge Skatteverket-anslutningen into the Skatt tab — OAuth returnTo and the
  callback toast now target /settings/tax; /settings/skatteverket redirects.
- Drop the Säkerhetsbackup tab (already under Importera/Exportera).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(inbox): keep booked underlag out of the unmatched queue + widen match window

- categorize: after booking an inbox underlag onto a verifikat, backfill the
  inbox row's matched_transaction_id + created_journal_entry_id so it stops
  showing as unmatched (mirrors the /attach-document paperclip path).
- TransactionMatchPicker: bias the candidate window forward (60d before →
  180d after the invoice date) so late payments aren't dropped before scoring,
  and widen the ranking date tolerance to 120d so the true match floats to the
  top instead of collapsing to "Svag match". Fix "okatigoriserade" typo.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* wip: bundle in-progress branch work + agent onboarding chat optimizations

Captures the uncommitted work-in-progress on this branch so it lives on the
remote. Heterogeneous changeset — bundled as one commit since the work was
already entangled across files.

Headline change in this commit (from this session):
- Remove the double interview in agent onboarding. Phase B's verification-
  question form stepper is gone — the Phase C chat (onboarding.intake) now
  owns the entire interview and reads the composer's verification_questions
  server-side as its question bank.
- ReviewCard collapses from 3 steps to 2 (meet → review-and-confirm) with
  value-first ordering: profile + "vad jag kan hjälpa dig med" + facts +
  optional seed note. CTA reads "Möt {namn}" to signal the chat follows.
- ChatIntakeStarter handoff subcopy updated to match reality (assistant
  greets first; user can leave anytime).
- Stamp agent_profiles.intake_completed_at server-side in
  app/api/agent/invoke/route.ts on the first user-typed reply in any
  onboarding.intake conversation (idempotent IS NULL guard, best-effort).
  Closes the previously dead-write column and unlocks the opportunistic-
  follow-up hook the migration anticipated.

Plus in-progress branch work being carried forward (not introduced here):
agent runtime + intent prompts, composer + atom-discovery scripts, MCP
server skills surface, onboarding flow components, dashboard/inbox tweaks,
two new agent_atom_registry migrations, additional agent-chat tests.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* refactor(agent): drop inline "Fråga assistenten" affordances — rely on the FAB

The bottom-right "Fråga {namn}" FAB (AgentTrigger) is already route-aware
and picks the right intent per page, so duplicating it as inline page-
header buttons and empty-state links is noise. Removed:

- EmptyState `agentHelp` link ("Eller fråga {namn} hur du kommer igång")
  + the AgentHelpLink component + agent_default_name/agent_ask_link i18n
  keys + the agentHelp props on EmptyInvoices/EmptyCustomers/EmptyTransactions.
- AgentSparkleButton on /bookkeeping (verifikation.draft) and /kpi
  (kpi.explain) page headers.

The FAB stays — when verified, it appears on those routes and routes to
the right intent automatically.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(agent): gate the last two ungated "Fråga assistenten" affordances

Both surfaces previously called useAgentSheet directly without checking
identity.isVerified, so they appeared pre-onboarding (everywhere else the
FAB / sparkle buttons / /chat / Assistent nav are all gated on verified_at).

- Settings page header: remove the "Fråga {namn}" pill entirely. The FAB
  covers /settings routes route-aware (settings.help) — no need for a
  duplicate inline trigger.
- Invoice inbox transaction picker: hide the "Fråga assistenten" button
  when the agent isn't built. Done at the parent (InvoiceInboxWorkspace)
  by passing onAskAssistant only when identity.isVerified is true; the
  child renders the button only when the callback is present.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(tic,onboarding,agent): single-call TIC lookup + director-aware narrative voice

- TIC: collapse the company lookup from 6 endpoint calls to 1
  (search-public already exposes sniCodes, bank accounts, emails, phones,
  and registration flags). Derive fiscal-year MM-DD from
  mostRecentFinancialSummary; newly-registered companies fall through to
  the client's first-year defaults.
- Onboarding: BankID picker no longer auto-provisions companies. Every
  pick routes through the wizard with orgnr (and entity_type via the
  CompanyRoles match) prefilled; F-skatt/VAT/address get confirmed in
  steps 2-4 instead of being auto-fetched. createCompanyFromOnboarding
  reuses CompanyLookupResult and adds a defensive top-level catch so
  server-action errors surface to the UI instead of being redacted.
- Agent composer: loadUserDirectorship() checks BankID CompanyRoles for
  a director-like position (ceo/boardMember/chairman/externalSignatory,
  active) before the narrative uses second-person ownership voice
  ("Du driver…"); unknown users get neutral third-person voice so we
  never put ownership words in the user's mouth.

Tests cover loadUserDirectorship, narrative voice, tic-fetch path,
onboarding page, and updated TIC client + lookup/profile suites.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(tic): extend agent-onboarding TIC budget to 10s + backfill stranded org_numbers

The 5s TIC fetch timeout aborted client-side before the upstream Lens
fan-out (~13 calls) could complete, but the in-flight upstream calls
still counted against quota — actions.ts already documents ~530 wasted
calls from this in May. Same bug still applied to the agent-onboarding
stream path. Adds an optional `timeoutMs` to `ensureTicSnapshot` so
deliberate wait-screen callers (agent onboarding stream) can run with
10s while background/dev callers stay on the conservative 5s default.

Page-level server fetch (page.tsx) intentionally stays at 5s to avoid
blocking TTFB without a visible progress affordance.

Backfill migration mirrors `company_settings.org_number` to
`companies.org_number` for the 105 cases where it's safe (after dedup
+ conflict filtering). 56 of those are on active companies — unblocks
duplicate guards, SIE/SRU exports, and TIC fallback chain. Zero TIC
API calls — pure data move. Idempotent.

Also sweeps a pre-existing SSRF guard on the stream route's origin
derivation that was sitting unstaged in the working tree — it lives in
the same diff hunks as the TIC budget change and couldn't be split cleanly.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* wip: bundle in-progress branch work

Sweep up uncommitted agent/MCP/RLS work-in-progress so the branch is fully
backed up to origin. Not reviewed in detail — committed as-is to preserve
working state alongside the TIC fixes in the previous commit.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(agent): tag the "Bygg din bokföringsassistent" CTA as Beta

Adds a Beta badge next to the assistant-setup heading on the dashboard
banner, dashboard inline card, and onboarding checklist row. Also drops
the stale "Gratis i 30 dagar" subline from the dashboard card.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(build,migrations): PendingOperationType salary ops + resolve migration version collisions

PR #584 went red on three things:

1. core-only build / Vercel: `lib/pending-operations/commit.ts:2666` switched on
   'create_salary_run' and 'generate_agi' but `PendingOperationType` was missing
   both literals. Add them to the union.

2. Supabase preview: migration version 20260526120000 collided with main's
   newly-merged 20260526120000_fix_replace_sie_import_hard_delete.sql.
   Bump the branch's pair to 20260526120050 / 20260526120051 — still ahead of
   20260526120100_restvardeavskrivning so ordering is preserved.

3. 20260527170000 was used twice on this branch
   (_agent_rls_with_check + _journal_entry_no_doc_required). Bump the second
   to 20260527170100 so the pair stays orderable and Supabase doesn't choke
   on the duplicate schema_migrations PK.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(ci): reword comment so core-only guard stops flagging it

The "Check no core imports from extensions" step greps for the literal
\`from '@/extensions/\` across lib/, app/api/, components/. A comment in
lib/agent/composer/tic-fetch.ts quoted the exact pattern verbatim to
explain *why* the file does a self-fetch instead of importing the TIC
extension directly — which the grep matched even though no actual
import exists.

Rewrite the line to keep the same meaning without the literal pattern.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Co-authored-by: Emil <emilmattsson14@gmail.com>
 2026-05-28 11:27:01 +02:00
Mattsson 64bbeb4021 Fixed user issues (#559) 
* Fixed user issues

* feat: add personal_number column to customers for individual identification

* feat: add personal_number field to makeCustomer function for enhanced customer identification

* feat: add personal_number column with constraint check for customer identification
 2026-05-22 12:22:15 +02:00
Jakob Wennberg f8f49f8426 Inbox page-count gate + DataList/DropdownMenu primitives (#554) 
* feat(inbox): skip AI extraction for multi-page PDFs (#553)

Bedrock churns for minutes on multi-page PDFs (sales reports, bank
statements, contracts) and returns nothing useful. Above 3 pages we now
skip extraction entirely and mark the row with extraction_skipped=true;
the document still lands in the inbox and can be attached or converted
manually. Same gate applies to the /items/:id/attach path. Client can
also opt out via skip_extraction=true (skip_reason=client_opt_out).

The InvoiceInboxWorkspace renders an "Inte AI-tolkad" badge for skipped
rows, distinct from the "Felaktig" failure state (status='error').

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* refactor(ui): introduce DataList + DropdownMenu primitives, roll out across list pages

DataList replaces the per-row Card pattern across Granskning, Transactions,
Invoices, Supplier invoices, and Pending. One bordered container with
hairline rows matches the flat-with-hairlines aesthetic in CLAUDE.md —
no shadows, no state-tinted borders, secondary token for selected/hover.

DropdownMenu fills the gap for row-level action menus on TransactionInboxCard,
TransactionHistoryList, and the page-level action menus on /transactions and
/pending. Replaces ad-hoc Popover + buttons constructions.

Migrates list pages and the transaction inbox/history components onto the
new primitives. No behavior change beyond the visual unification.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* chore: add agent skills + gnubok domain skills, gitignore compliance reports

.agents/skills/ + skills-lock.json + symlinks under .claude/skills/ check in
the vercel-labs/agent-skills set pinned by the local skill manager
(deploy-to-vercel, vercel-cli-with-tokens, react-best-practices,
composition-patterns, react-native-skills, react-view-transitions,
web-design-guidelines). Keeps the team on the same versions.

.claude/skills/industry/ + .claude/skills/modifier/ are hand-authored
vertical and entity-modifier skills for the specialized accountant agent
— industries (konsult-it, e-handel, bygg-hantverk, reklambyra, saas-ai)
and entity overlays (holding-ab, single-shareholder-ab-fmb, mixed-
verksamhet). Project-owned content; lives in the repo by design.

Also gitignores .compliance-reports/ — those are large generated
SARIF/dossier artifacts from the compliance scanner.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* refactor(transactions): unify inbox/history chrome, drop swipe flow

The transactions page mixed two-tier filtering, a swipe-view detour, and
per-row Card chrome that didn't carry its weight. This pass collapses
those into a single editorial-list surface and removes the unused swipe
path entirely.

User-visible changes:
- Mode toggle (Att bokföra / Alla transaktioner) moved from a Tabs row
  under the header into a dropdown to the right of a unified search bar.
  Search now persists when switching modes.
- Removed the swipe categorization view ("Gå igenom alla") and its
  trigger button. The 800-line SwipeCategorizationView component is
  deleted; suggestion-fetching shrinks to what the template picker
  still consumes.
- Inbox rows now show one primary action: invoice/supplier-invoice
  match shortcut when auto-detected, else "Bokför". A new visible Link2
  icon button opens the customer or supplier invoice picker manually
  (chosen by amount sign). Delete becomes a plain trash button — no
  overflow menu since it only ever held one item.
- Bulk action bar swaps "Markera som privat" for "Ta bort" with a
  single combined confirmation.
- Built SupplierInvoicePicker mirroring InvoicePicker so expense
  transactions can be matched to supplier invoices from the inbox.
  Wired through /api/transactions/{id}/match-supplier-invoice.
- Template picker dialog renamed to "Bokför transaktion"; "Bokför
  manuellt…" and "Matcha med faktura…" promoted from muted ghost
  buttons at the bottom to outline buttons at the top, above the
  template list.
- Breathing room: row padding py-3 → py-4, primary text text-sm →
  text-base, amount text-base, button heights h-8 → h-9, trailing
  gap-2 → gap-3 (in the DataList primitive itself, so every list
  benefits slightly).

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix: align package-lock.json with merged package.json

The merge resolution took origin/main's package-lock.json (which dropped
pdf-lib) but kept our package.json (which still requires pdf-lib for the
invoice-inbox extension's PDFDocument import). `npm ci` rejected the
mismatch.

Regenerate the lock from the merged package.json so both files agree.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix: regenerate package-lock.json with npm@10 for CI compat

Local npm@11 produced a lock that npm@10 (CI) rejected with
"Missing: @swc/helpers@0.5.21". Regenerated with npm@10
--package-lock-only so CI can install.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(transactions): supplier-invoice status-leak guard + drop dead prop

Two follow-ups from the merge-risk audit:

- SupplierInvoicePicker now mirrors InvoicePicker's status-leak guard:
  if a supplier invoice is still 'approved'/'overdue' but already has a
  payment voucher attached (journal_entry_id on supplier_invoice_payments),
  hide it. Closes a UX race window between payment and status flip.
  Partially-paid invoices still pass through.
- Drop the unused onMarkPrivate prop on TransactionInboxCard and the
  matching handleMarkPrivate wrapper in the parent. Both became dead
  when the swipe-categorisation flow was removed.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-22 10:12:21 +02:00
Mattsson e4488a900b feat: add user locale preference to user_preferences table (#555) 
* feat: add user locale preference to user_preferences table

- Introduced a new column 'locale' in the user_preferences table to store per-user UI language preferences.
- Added a CHECK constraint to ensure only supported locales ('sv', 'en') are allowed.
- Triggered a schema reload notification for the changes.

chore: declare CSS module support in TypeScript

- Added a declaration for CSS modules in globals.d.ts to enable TypeScript support for importing CSS files.

* feat: add Swish as an invoice payment method in company settings
 2026-05-21 21:33:22 +02:00
Jakob Wennberg dd28a379c9 refactor(ui): form primitive polish + invoice page grid alignment (#475) 
* refactor(ui): form primitive polish + invoice page grid alignment

Three things that were dropped from the previous design-refresh squash
and one new fix on invoices/[id].

Form primitives — tighter focus rings, match Button transition cadence:
- Input/Textarea/Select trigger: transition-colors duration-200 → 150
- Focus ring: border-primary/{50,60} + ring-primary/{20,35} →
  border-primary + ring-primary/20 (full-opacity border with a
  faint glow ring; cleaner than the opacity-stacked version)
- SelectContent: border-border/60 → border-border, shadow-md →
  halved --shadow-md token
- SelectSeparator: bg-border/50 → bg-border

invoices/new — single grid with explicit row placement so the
second-row cards (Anteckningar / Summering) align across columns
regardless of how tall the first-row cards end up:
- Flatten the two column wrappers into one grid
- Add lg:auto-rows-min lg:items-start
- Each card pinned with lg:col-{start,span} + lg:row-start
- Fakturarader now spans col 1-3 (full width) on lg+

invoices/[id] — same alignment fix on the detail view:
- Flatten the column wrappers into one grid
- Kund (col 1-2) + Fakturarader (col 1-2) + Anteckningar (col 1-2,
  conditional) pinned to rows 1-3
- All right-side cards (Detaljer + conditional status cards) stay
  grouped in a single wrapper at lg:col-start-3 lg:row-span-3, so
  they stack naturally without disrupting the left-column rows

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* refactor(ui): address PR review

- invoices/[id]: add lg:auto-rows-min to match invoices/new and prevent
  unintended row expansion from any future auto-placed items
- Clean up stale indentation in both invoice pages — Card children
  were 2 spaces too deep after the wrapper divs were removed

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-14 11:07:01 +02:00
Jakob Wennberg ba45b8f661 refactor(ui): editorial monochrome design refresh (#473) 
* refactor(ui): editorial monochrome design refresh

Design-system layer only, no functional changes. Cascades app-wide
from 8 files in the primitives + tokens layer.

- Swap Fraunces → Hedvig Letters Serif for display typography
  (single-weight; drop font-medium from CardTitle and PageHeader)
- Token sweep: pure white background, warm beige secondary
  (40 11% 89%), achromatic primary, calibrated 45 5% 85% border,
  halved-opacity shadows
- Flatten Card: remove shadow, rounded-xl → rounded-lg, full-opacity
  border (was border-border/60)
- Flatten Button: remove shadow-sm, remove active:scale-[0.98],
  drop outline border morph, transition-all 300ms → transition-colors
  150ms
- Soften Dialog overlay (bg-black/80 → bg-black/40 with dark variant)
  and use halved --shadow-md token on DialogContent
- Sidebar: bg-card/90 → bg-background, full-opacity hairline border,
  warm-beige active state (bg-secondary), hover bg-secondary/60
- .hover-lift utility: replace translateY + box-shadow with flat
  background-color shift
- PageHeader title: text-2xl font-medium → text-3xl md:text-4xl
  (no font-medium)
- CLAUDE.md Brand & Aesthetic, Typography, and Forbidden Patterns
  sections rewritten to reflect new system

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* refactor(ui): address PR review

- Remove dead .hover-lift utility (no callers; CLAUDE.md now bans
  hover-lift patterns, so leaving the class would contradict the docs)
- Bump Dialog overlay bg-black/40 → bg-black/50 — gives a more
  perceptible separation layer over the new pure-white background
  while keeping the lighter editorial feel

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-13 23:01:53 +02:00
Jakob Wennberg d0fbc2b616 refactor(ui): app-wide UI/UX consistency pass (#436) 
* refactor(ui): app-wide UI/UX consistency pass

Net: +1,159 / −1,373 LOC across 77 files. No new features, no behavior
changes. Locks in a uniform design system across every dashboard surface.

What changed:

- **Foundation**: sidebar width 232→256px (md:w-64), spacing scale locked
  (Tailwind 1/2/3/4/6/8/10/12; 2.5/5 forbidden), card padding p-6 default
  (p-4 for compact metric cards), space-y-8 between page sections.

- **Tables unified**: all 33 thead blocks now share the Resultatrapport
  pattern via shadcn Table primitive (text-[11px] font-medium uppercase
  tracking-wider text-muted-foreground). Hand-rolled <table> instances
  converted where they were data tables; form/edit grids kept distinct.

- **Status badges unified**: every status indicator routes through
  shadcn <Badge variant>. Eliminated raw Tailwind colors
  (bg-amber-100, bg-emerald-500/10, bg-blue-100, bg-purple-100, etc.)
  in favor of the gnubok semantic palette (success=sage, warning=ochre,
  destructive=terracotta).

- **Empty states unified**: list pages migrated from hand-rolled
  "flex flex-col items-center py-12" divs to the EmptyState primitive.

- **Loading skeletons unified**: hand-rolled bg-muted rounded animate-pulse
  divs replaced with shadcn <Skeleton> across 15 files.

- **Touch targets**: 6 back-buttons + edit-pencil + inbox delete bumped
  from 24/32/36px to shadcn's 40px icon default. Added aria-labels on
  9 icon-only navigation buttons.

- **Date formatting**: formatDate() for accounting data (ISO yyyy-MM-dd,
  table-friendly) vs formatDateLong() for metadata (Swedish long form).
  Raw {x.invoice_date} renderings routed through formatDate() in 18 sites.

- **Toast titles**: eliminated 33 generic "Fel" titles. Each toast title
  now carries the action ("Kunde inte skapa lönekörning" etc.) with
  description carrying the error detail.

- **Page-level cleanups**:
  - Dashboard: dropped greeting hero + Snabbåtgärder/Att hantera nav
    duplicates + Visa detaljer collapsible.
  - Reports: 5-col mega-menu replaced with left-rail layout
    (new ReportsNav component).
  - Bookkeeping: fixed layout jump between Verifikationer/Ny verifikation
    tabs (moved FiscalYearSelector inside journal tab).
  - Bookkeeping: added voucher sort (A1 first / latest first) alongside
    existing date sort. Required matching API param sort_by.
  - KPI page: FiscalYearSelector instead of raw <select>; InfoTooltip
    instead of inline info-button toggle; bigger numbers.
  - Salary section: enum values translated to Swedish labels, mobile
    table collapses to Anställd+Netto on <md, KPI typography aligned
    with dashboard.
  - Invoice forms: styled RequiredMark + aria-required, tabular-nums
    on amount inputs.

- **CLAUDE.md**: new "Design System Tokens" subsection documents the
  locked spacing scale, primitives table, typography rules, date helpers,
  and forbidden patterns so future contributors don't drift.

Tests: 2,906 passing (unchanged). Lint: unchanged from main baseline.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix: address PR review feedback (Greptile + compliance bot)

- **formatDate / formatDateLong timezone fix**: switch from new Date() to
  parseISO. Bare yyyy-MM-dd strings are now parsed as local midnight rather
  than UTC midnight, eliminating the off-by-one display in west-of-UTC
  timezones flagged by Greptile.

- **DashboardContentProps cleanup**: removed unused firstName and settings
  fields from the interface, and the corresponding fetch (profiles table)
  + computation in app/(dashboard)/page.tsx. The greeting was dropped in
  the dashboard cleanup; these props were dead weight.

- **Voucher sort behavior documented**: extended the comment in the journal
  entries API route to explain why voucher sort intentionally uses strict
  fiscal_period_id filtering (BFL 5 kap 6–7 §§ — voucher numbers are
  series-scoped within a fiscal year). The row-count delta between date
  sort and voucher sort is now a documented design choice.

- **delete_last_voucher migration + draft-delete test included**: the UI
  already shipped the "Radera utkast" path in the previous commit; this
  pulls in the backing RPC migration that allows draft deletes (with the
  full safety logic — drafts skip series/period checks since they have
  voucher_number=0, posted entries go through the existing unchanged
  path). This was originally meant for a separate PR but the UI shipped
  half the feature without it.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* chore(migration): rename to match applied version

The function delete_last_voucher is already applied to the production DB
under version 20260509103736 (verified via pg_get_functiondef — exact
byte-for-byte match to file content). The previous file timestamp
20260509120000 would cause a fresh `supabase db push` to attempt re-applying
under a different version row. Renaming the file aligns local tracking
with what the database actually has.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix: address compliance bot findings (payroll label + VAT visibility)

- sick_karens label: drop "(första sjukdagen)" qualifier. Per sjuklönelagen
  6 §, karensavdrag is a single calculated amount (20% of one week's
  sjuklön) deducted from the first sick day's pay — not bounded to the
  first day. The qualifier could mislead users when the first sick day
  and return-to-work span a weekend. Swedish-payroll bot recommendation.

- Omvänd skattskyldighet badge: variant outline → warning. The reverse-
  charge indicator is compliance-critical (ML 16 kap) — missing it leads
  to incorrect input VAT deduction. Outline was too subtle; warning's
  ochre fill matches its semantic weight.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-11 16:34:07 +02:00
Jakob Wennberg b9a2ce522b chore: post-bankid redirect, recapt feedback, TIC SPAR enrichment (#400) 
* chore: post-bankid redirect, recapt feedback, TIC SPAR enrichment

- BankID login + register now redirect to /select-company so the picker
  shows freshly enriched CompanyRoles from the current session.
- New lib/support/submit-feedback util prefers window.recapt feedback
  widget when present, falls back to /api/support/contact. SupportLink
  uses it and hides itself in sandbox companies via new isSandbox flag
  on CompanyContext (+ useCompanyOptional hook).
- TIC enrichment re-requests SPAR alongside CompanyRoles now that both
  types are enabled on the tenant; enrichment shape logged PII-free
  (booleans/counts only). Tests cover the SPAR+CompanyRoles path.
- Skatteverket api-client: 15s AbortSignal timeout on outbound requests.
- Swedish compliance review CI: bump REVIEW_MODEL to claude-opus-4-7.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* chore: keep compliance review model on sonnet-4-6

Reverts the opus-4-7 bump from the previous commit per request.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(tic): don't persist SPAR PII to extension_data

The previous commit started requesting SPAR alongside CompanyRoles and
wrote the full enrichment payload (incl. personnummer, full name, home
address, birth date, gender) verbatim to extension_data.value — a plain
JSON column. Personnummer is already hashed + encrypted in
bankid_identities, so the extension_data row was an unencrypted PII
duplicate exposed to anyone with read access to the table.

No consumer (middleware, /select-company, createCompanyFromTicRole)
reads any SPAR field today; they only read companyRoles. Persist a
sanitized blob of { companyRoles, enrichedAtUtc } instead. SPAR is
still requested from TIC (and its shape logged PII-free) so enrichment
completes; if address pre-fill ships later, those fields should be
encrypted before storage.

Also drop the dead `null` branch from SubmitFeedbackResult.channel —
every code path returns 'recapt' or 'email'.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-06 13:43:06 +02:00
Mattsson 064fb7f7a9 Add/white label (#381) 
* feat(branding): add BrandingService with default-preserving env layer

Introduce lib/branding/service.ts mirroring lib/email/service.ts. Defaults
match current gnubok values exactly, so production behaviour is unchanged
unless an env var (NEXT_PUBLIC_BRANDING_*, BRANDING_*) or extension override
(via registerBrandingService) is set.

Resolution order: defaults < env vars < extension override.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(branding): route root layout, manifest, and PWA assets through branding service

- app/layout.tsx now reads title, description, themeColor, and apple-touch-icon
  from getBranding() instead of hardcoded values.
- public/manifest.json replaced by dynamic app/manifest.ts so PWA name,
  short_name, description, theme_color, background_color, and icon paths
  are resolved at request time.

The manifest now serves at /manifest.webmanifest (Next.js convention for
the metadata file route). The previous /manifest.json URL is no longer
populated; nothing in core references it after this commit.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(branding): route email service and templates through branding service

- resend-service.ts: From line uses getBranding().appName instead of
  hardcoded "Gnubok" in both the with-fromName and bare cases.
- invite-templates.ts: subject, HTML header, body, plain text, and the
  team-invite variants all read from branding (sentence case in prose,
  uppercased for the styled <p> header).
- consent-notification-templates.ts: signature fallback (companyName ||
  branding) for both HTML and plain text variants.

Defaults preserve the exact current strings ("Gnubok", "GNUBOK", "gnubok"
in their respective contexts) so no email content changes for production.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(branding): route OAuth consent page through branding service

The MCP OAuth consent page rendered for Claude Desktop / Claude.ai
connector flows now reads the app name from getBranding() for both the
HTML <title> and the body copy. Default still produces "gnubok" in
lowercase prose, matching current behaviour.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(branding): route auth, dashboard, and onboarding text through branding service

Replace user-visible "gnubok" / "Gnubok" references with calls to
getBranding(). Touches:

- Auth pages (login, register, mfa/enroll): logo src/alt, MFA TOTP
  friendlyName.
- Onboarding (companies/new, invite, sandbox, WelcomeOnboarding,
  Step2CompanyDetails, NewUserChecklist, BankIdCompanyPicker,
  ArcimMigrationWorkspace): logo, headings, error/help text.
- Dashboard fallback (companyName="gnubok") and settings (backup copy,
  ApiKeysPanel MCP connector name + login note, CompanyDangerZone,
  retention-notice).
- API routes (support contact subject prefix, enable-banking consent
  email companyName fallback, AI inbox receipt-request appUrl,
  pain001 messageId prefix).
- MCP server "open the gnubok web app" review message.
- Salary/reports filings (AGI Programnamn, KU10 Programnamn,
  payslip footer, full-archive system metadata, SRU #PROGRAM line).

Internal identifiers (cookie names gnubok-company-id /
gnubok-invite-token, API key prefix gnubok_sk_, invite token prefix
gnubok_inv_, MCP tool names, npm package gnubok-mcp, GNUBOK_API_KEY
env name) are deliberately left unchanged — they're stable contracts
that whitelabels must not break.

Defaults match current behaviour exactly.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(branding): support legal page field-level swaps for entity and contact

Privacy and DPA pages now interpolate appName, legalEntity, and
privacyEmail from the branding service instead of hardcoding "Gnubok",
"Arcim", and "privacy@gnubok.se". Page metadata uses generateMetadata()
so titles also reflect the brand.

lib/support.ts now falls back to getBranding().supportEmail when
SUPPORT_RECIPIENT_EMAIL is unset, so a single BRANDING_SUPPORT_EMAIL
env var configures both the support form recipient and the displayed
support address.

Whitelabels with a different legal jurisdiction or entirely different
DPA text should override the page route from an extension. Phase 1
intentionally only supports field-level swaps.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* docs(branding): add WHITELABEL.md and example branding extension

WHITELABEL.md: fork checklist, env var reference, the "do not change"
list (cookies, API key prefixes, invite token prefixes, MCP tool names,
gnubok-mcp npm package, GNUBOK_API_KEY env name), out-of-scope items,
the upstream sync workflow YAML to copy into a fork, conflict avoidance
guidance, and a verification checklist.

extensions/general/_example-branding/: copy-paste starter extension with
index.ts (commented placeholder values for registerBrandingService),
manifest.json, and README.md. Disabled by default (not added to
extensions.config.json); whitelabels cp the folder, edit, and enable.

sectors.test.ts: bumped expected extension count 12 -> 13 to account
for the new starter extension on disk. The generated registry is
unchanged because the example is disabled.

The sync workflow YAML is documented inline in WHITELABEL.md rather
than checked in as a workflow file. It's only meaningful in a fork --
gnubok itself has nothing to sync from.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(branding): address PR review — lazy support email + escape brand in HTML/XML

Three issues from code review:

P1 — lib/support.ts: SUPPORT_RECIPIENT_EMAIL was a module-level const,
evaluated at import time before extensions register branding overrides
via ensureInitialized(). Convert to getSupportRecipientEmail() lazy
accessor; update the only caller in app/api/support/contact/route.ts.
Extension-supplied supportEmail values now route correctly.

P2 — app/api/mcp-oauth/authorize/route.ts: appName was interpolated
into the consent page HTML without escapeHtml(), inconsistent with
the existing escaping of companyName. Wrap appName.toLowerCase() in
escapeHtml() at use sites in <title> and the body paragraph.

P2 — lib/salary/agi/xml-generator.ts and lib/salary/ku/ku10-generator.ts:
appName placed inside <gem:Programnamn> / <Programnamn> XML elements
without escapeXml(), the helper already used for other admin-controlled
fields in the same files. Wrap accordingly to prevent malformed XML if
a brand name contains XML reserved characters.

All admin-controlled inputs only — no user-exploitable path. Defense in
depth, not a known incident.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(branding): security follow-up — lazy metadata, SRU/email header sanitization

Self-audit after the PR review surfaced four more concerns. Fixes them
with the same defense-in-depth posture as the prior review fixes.

1. app/layout.tsx — same eager-evaluation class as P1 support.ts. The
   module-level `const branding = getBranding()` froze branding before
   extensions registered, so extension-based overrides for title,
   description, themeColor, and apple-touch-icon silently never applied.
   - Convert to generateMetadata() / generateViewport() (lazy, run per
     request, see extension-registered overrides).
   - Inline getBranding() inside RootLayout for the apple-touch-icon
     href so it picks up overrides too.
   - Add ensureInitialized() at module level so extensions are loaded
     before the first metadata call. Mirrors the API route pattern.

2. app/manifest.ts — same class. The dynamic manifest function reads
   getBranding() per request, but if the manifest is requested before
   any other module has triggered ensureInitialized(), extensions are
   still unloaded. Add ensureInitialized() at module level.

3. lib/reports/ink2/sru-generator.ts — appName interpolated into the
   SRU `#PROGRAM` directive without sanitization. SRU's reserved char
   is `#` (directive marker) and CRLF injects new directives. Wrap in
   the existing sanitizeString() helper to match the pattern used for
   other admin-controlled fields in this file (#NAMN, #ADRESS, etc.).

4. extensions/general/email/lib/resend-service.ts — appName and the
   user-controlled fromName both flow into the From header. Resend's
   API does its own validation, but defense in depth: strip CRLF and
   angle brackets via a small sanitizeHeaderPart() helper before
   building the header string. fromName was a pre-existing surface;
   appName is new with this whitelabel work.

All four are admin-controlled inputs (env vars or extension code),
not user-exploitable. No known incidents — defense in depth, and
correctness for extension-based whitelabels.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-04-29 16:32:26 +02:00
Mattsson 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>
 2026-04-20 10:49:59 +02:00
Mattsson 04dbb31d7e Salary module (#245) 
* feat: implement salary module with personnummer encryption, salary entries, tax tables, and AGI tracking

- Added personnummer encryption and decryption functions for secure storage.
- Created salary entries handling for journal entries including gross salary, tax withholding, and employer contributions.
- Implemented tax table lookup functionality for calculating tax amounts based on monthly income.
- Developed SQL migration for salary module including tables for payroll configuration, tax rates, employees, salary runs, salary run employees, salary line items, and AGI declarations.
- Established row-level security policies for all new tables to ensure company-scoped access.

* feat: add salary calculation modules for 2026

- Implemented engångsskatt calculation for one-time payments with tax brackets.
- Added löneväxling functionality for salary sacrifice to pension, including employer savings and warnings.
- Created pain.001 generator for salary batch payments in compliance with Swedish banking standards.
- Developed PDF template for payslips, including detailed breakdowns and employer costs.
- Generated seed data for Swedish tax tables for 2026, including SQL insert statements.
- Implemented traktamente calculations for per diem and mileage allowances, adhering to Skatteverket regulations.
- Added seed script for populating tax tables in the database.

* feat: Update meal reduction percentages in traktamente calculation

fix: Remove obsolete seed script for 2026 tax tables

feat: Extend SalaryRunStatus type to include 'corrected' status

feat: Implement KU10 XML generation endpoint for annual employee income statements

feat: Add endpoint for creating corrections to booked salary runs

feat: Implement endpoint for sending payslip PDFs to employees

feat: Create KU10 XML generator for annual reporting

feat: Add salary transaction matcher for auto-linking bank transactions to salary entries

chore: Add database migration for salary correction support

* feat: replace select elements with custom Select component for employment and salary types

* feat: enhance salary calculations with pension entry and avgifter category support
 2026-04-15 11:17:39 +02:00
Mattsson a1a816b4a5 Delete features (#218) 
* Implement company and account deletion features

- Add event types for company and account deletion to CoreEvent.
- Enhance Supabase middleware to handle company context resolution and cookie management for archived companies.
- Create API routes for deleting accounts and companies, including necessary validations and event emissions.
- Implement tests for account and company deletion endpoints to ensure proper functionality and error handling.
- Add retention notice component to inform users about bookkeeping data retention during destructive actions.
- Create database migrations to support soft deletion of companies and anonymization of user accounts, ensuring compliance with retention laws.

* feat: enhance account deletion process and update user notifications

* Add service client for onboarding completion check and update escape hatch visibility

* Enhance invite flow and email handling for company members

* Refactor company context and RLS policies for active company isolation

- Update `switchCompany` to remove unnecessary revalidation as client handles navigation.
- Revise `getActiveCompanyId` to prioritize `user_preferences` and validate against non-archived memberships.
- Modify `setActiveCompany` to ensure `user_preferences` is the authoritative source while maintaining cookie compatibility.
- Enhance middleware to resolve active company using `user_preferences` and fallback to first non-archived membership.
- Introduce new API route `/api/company/current` to fetch the active company ID for cross-tab synchronization.
- Implement `CompanyTabSync` component for real-time active company enforcement across tabs.
- Create migration for RLS policies to enforce single-active-company isolation using `current_active_company_id()`.

* feat: implement viewer role enforcement for write permissions

- Added `useCanWrite` hook to determine if the current user has write permissions based on their role in the active company.
- Updated various components (JournalEntryForm, CustomerForm, DeadlineForm, etc.) to disable write actions and show a lock icon with a tooltip for users without write permissions.
- Introduced `requireWritePermission` function to enforce write permissions at the API level, returning a 403 response for viewers.
- Created tests to verify the behavior of the viewer role and write permissions.
- Added database migration to enforce read-only access for viewers at the database level.
 2026-04-11 17:06:32 +02:00
Mattsson d5410a518f Mobile view fixes (#188) 
* fix: make new user checklist mobile responsive

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

* fix: make expenses and bookkeeping verification views mobile responsive

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

* fix: remove stray )); in provider_consents migration

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

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

* feat: add direct provider layer and provider_consents migration

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

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

* refactor: migrate arcim extension to direct provider APIs

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

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

* fix: use OAuth popup window instead of new tab

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

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

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

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

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

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

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

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

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

* Removed duplicate

* Removed duplicate

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

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

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

* chore: trigger Vercel deployment

* Update supabase/migrations/20260402010000_provider_consents.sql

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

* Update lib/providers/rate-limiter.ts

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

* chore: re-trigger checks after migration sync

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
 2026-04-07 10:30:20 +02:00
Mattsson 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>
 2026-03-26 21:40:56 +01:00
Jakob Wennberg 5cb8c3c1e4 feat: support contact links and SIE import UX polish (#138) 
* feat: event log, pending operations, and MCP staging

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

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

* feat: stage new MCP write tools after main merge

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

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

* fix: address PR review feedback

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

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

* feat: add support contact links and improve SIE import UX

Add a SupportLink component with a contact dialog throughout the app
(nav, help page, settings, MFA, error pages, empty states). Improve
SIE import flow with phased loading states, structured skip breakdowns,
and an elapsed-time counter. Fix MFA enroll stale factor cleanup and
URL encoding for settings return path.

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

* fix: address PR review — open redirect, XSS, test cleanup, fallback email

- Validate returnTo is a relative path in MFA enroll (prevents open redirect)
- Add afterEach import to event-log-handler tests (fixes handler leak)
- HTML-escape user-supplied subject and message in support email body
- Replace hardcoded personal email with support@gnubok.se fallback

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

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-26 11:14:17 +01:00
Mattsson 6d84828fcc Reference UI fix (#132) 
* feat: display invoice references as tags instead of plain text

Replace the single-line text input for "Er referens" with a tag-style
input that lets users add/remove individual references as chips. Updates
the detail page, review modal, and PDF template to render comma-separated
references as wrapped badge/tag elements instead of a single string.

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

* Fixed our reference field

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-25 20:10:44 +01:00
Jakob Wennberg cdb40e7af3 feat: resilience fallbacks, Arcim retry logic, and client tests (#52) 
* fix: include reversed entries in all reports (general ledger, trial balance, VAT, SIE, NE, INK2)

Reversed entries (storno) must appear alongside their original posted entries
in reports for a complete audit trail. Previously, filtering by status='posted'
excluded them, causing discrepancies when corrections had been made.

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

* feat: semi-manual invoice payment booking with editable journal lines

When marking an invoice as paid, users now see a dialog where they can:
- Choose which bank/cash account the payment goes to (1910, 1920, 1930, etc.)
- Review and edit the proposed journal entry lines before committing
- The happy path remains fast — lines are pre-filled correctly

Implementation:
- Pure proposePaymentLines() function for line computation (accrual + cash)
- PaymentBookingDialog with AccountCombobox, balance validation, date picker
- API accepts optional custom lines, falls back to auto-generation without them
- 18 tests (8 unit + 10 API) all passing

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

* fix: address Greptile review — validation fallback, balance check, error handling

- P1: Return 400 on invalid body instead of silently falling back to
  auto-generated lines (split JSON parse from schema validation)
- P1: Add server-side balance check for custom lines before committing
  (debit must equal credit, totalDebit > 0)
- P2: Wrap PaymentBookingDialog init() in try/catch with toast on
  failure and auto-close instead of silent empty state
- Add 2 new tests: unbalanced lines → 400, invalid schema → 400

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

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

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

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

* fix: create journal entry before marking invoice as paid

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-18 14:15:08 +01:00
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 a7be1aab17 feat: comprehensive UI design audit and normalization (#28) 
* feat: import system improvements, INK2 fix, and Swedish text corrections

- SIE parser: Windows-1252 and CP437 encoding detection and decoding
- Bank file parser: add Nordea Business (Företag) CSV format
- Bank file parser: improve format detection for SEB, Länsförsäkringar, generic CSV
- INK2 engine: calculate årets resultat (7222) from income statement for open fiscal years
- Dashboard: parallel Supabase queries, simplified dashboard page
- Fix Swedish characters (å, ä, ö) in BAS data descriptions, validation messages, AI consent disclosures
- Import wizard UI improvements across all steps
- Migration: add 'bas_range' match type to sie_account_mappings constraint
- Extensive new tests for SIE parser encoding and bank file parser

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

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

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

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

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

* fix: address PR review feedback

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

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

* feat: comprehensive UI design audit and normalization

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

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

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

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

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

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

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

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

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

* fix: onboarding and empty state improvements

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

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

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

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

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

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

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

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

* fix: design critique — dashboard affordance, reports description

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

* fix: address Greptile review feedback

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

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

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

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-14 14:48:40 +01:00
Jakob Wennberg a1ca96453c feat: mobile UX improvements across dashboard (#9) 
* feat: mobile UX improvements across dashboard pages

- Responsive layouts with stacked mobile forms and grid desktop views
- Safe area handling (viewportFit cover, bottom nav insets, main padding)
- Touch-friendly dialogs, tabs, and page headers
- Mobile nav drawer open/close animation
- Dashboard layout parallel Supabase queries
- SIE parser: handle quoted VER/TRANS fields
- Skip account override for template-based transaction booking

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

* fix: address PR review feedback from Greptile

- Fix nav drawer close timer race condition with useRef + clearTimeout
- Show locked VAT rate as read-only label on mobile instead of hiding it
- Remove dead bottom-16 class overridden by inline style

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

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-11 15:36:52 +01:00
Jakob Wennberg 091d043c85 feat: UI polish, lint fixes, onboarding redesign, help page expansion, and test improvements 
Broad update across dashboard pages, components, extensions, and lib code. Includes ESLint config additions, onboarding flow redesign, settings page refactor, help page content expansion, dead code removal, and test mock fixes. Adds dev docs and public assets.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-05 23:05:49 +01:00
Jakob Wennberg f3ec634a46 feat: open-source under AGPL-3.0, redesign UI to grayscale palette, add uncategorize API, fix VAT account names 
Add LICENSE (AGPL-3.0-or-later), CONTRIBUTING.md, SECURITY.md, DCO, and NOTICE files.
Rewrite README for open-source audience with self-hosting instructions.
Redesign color palette to grayscale chrome theme across all components.
Add transaction uncategorize API route with tests.
Fix VAT account name mismatches in migration 052.
Improve import page with SIE file support and loading skeleton.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-05 18:18:11 +01:00
Jakob Wennberg 66a4027f1e feat: BAS data overhaul, currency revaluation, expenses, UI polish, and cleanup 
- Update BAS account catalog with comprehensive SRU codes and K2 flags
- Add currency revaluation service with tests and API route
- Add expenses page and account deletion API
- Enhance booking templates with new patterns and improved tests
- Improve transaction categorization with template picker and description matching
- Polish dashboard, onboarding, import, and transaction UIs
- Refactor year-end service for multi-step closing
- Move SRU generator to ne-bilaga, remove standalone SRU export
- Remove unused dev docs, mock data, and extension hooks
- Add invoice delivery note sequences migration

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-04 14:19:56 +01:00
Jakob Wennberg 39e407644d feat: unified document inbox, full BAS 2026, and document-transaction matching 
- Expand BAS reference from ~180 to ~1,276 accounts (full BAS Kontoplan 2026)
  with K2 exclusion flags, per-class data files, and computed SRU codes
- Evolve invoice inbox into unified document inbox handling invoices, receipts,
  and government letters with AI-powered classification (Claude Haiku Vision)
- Add multi-pass document-to-transaction matching engine with greedy assignment
  for both supplier invoices (reference/amount/date/name) and receipts
  (weighted amount/merchant/date scoring)
- Add supplier invoice matching in transaction ingest pipeline
- Inject booking template suggestions into AI extraction prompts
- Surface matched documents in swipe categorization UI with one-tap booking
- Auto-activate missing BAS accounts during SIE import against full reference
- Add K2 filter toggle in Chart of Accounts manager
- Add receipt confirmation route with BFNAR representation fields
- Add database migrations for K2 support and document matching columns
- Remove obsolete extension migration scripts

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-02-25 16:59:02 +01:00
Jakob Wennberg 431f385b4b UX optimization 2026-02-23 19:05:16 +01:00
Emil 0a0e74fdfb Merge remote-tracking branch 'origin/main' into code-quality-improvements 2026-02-21 16:10:02 +01:00
Emil 6a5b2b7792 feat: overhaul all 12 sector extensions with full CRUD, validation, and tests 
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>
 2026-02-21 15:21:49 +01:00
Jakob Wennberg 91e2c1705a feat: per-line VAT, invoice document types, ledger-based VAT declaration, bank reconciliation, and pagination 
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>
 2026-02-21 14:57:15 +01:00
Jakob Wennberg ba94f60d06 feat: add review confirmation dialogs and BAS account number tooltips 
Add modal review/confirmation dialogs before submitting invoices, supplier
invoices, and journal entries. Since journal entries are legally immutable
once posted, users now see a full summary with an amber warning before
confirming. Add AccountNumber component with rich tooltips showing account
name, class, type, and plain-language Swedish explanation for ~45 key BAS
accounts across all report views.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-02-20 15:27:45 +01:00