Commit Graph

95 Commits

Author SHA1 Message Date
Jakob Wennberg 50bf7b3b0f feat: remove ai-chat extension from hosted version, move chat widget to bottom-right
Remove ai-chat from extensions.config.json and docker/extensions.hosted.json
(kept in self-hosted config). Remove ChatWidget imports from dashboard layout
and root page. Reposition chat widget FAB and panel to bottom-right corner.
Regenerate extension registry.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-05 12:13:58 +01:00
Jakob Wennberg 497ef876bb feat: add Recapt analytics, remove push-notifications extension, UI fixes
- Integrate Recapt session tracking with user identity in dashboard layout
- Remove push-notifications extension from settings, panel registry, and toggle list
- Fix journal entry preview overflow on narrow viewports
- Update transaction manual booking button label
- Clarify invoice email error message to reference env vars

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-05 10:12:26 +01:00
Jakob Wennberg 325c930839 fix: support production Enable Banking credentials and key format
- Read _PRODUCTION env var variants for APP_ID, private key, and API URL
- Handle raw base64 DER key format (production) in addition to
  base64-encoded PEM (sandbox) by auto-wrapping in PEM headers
- Make API URL configurable (sandbox: api.tilisy.com, prod: api.enablebanking.com)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-04 21:56:27 +01:00
Jakob Wennberg 8e60112d77 fix: restore Enable Banking widget for bank list with popular banks quick-access
The previous rewrite replaced the working client-side widget with server-side
API calls that fail due to JWT auth issues, showing only 4 fallback banks
without logos. Restore the widget (handles logos, search, full bank list
natively) and add popular Swedish banks grid above for one-click connect.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-04 21:33:15 +01:00
Jakob Wennberg bd12e2aaf5 feat: redesign bank selector with popular banks, search, and one-click connect
Replace the external Enable Banking widget with a custom component that
fetches banks from our API, shows popular Swedish banks in a grid, provides
search filtering, and connects on click without an intermediate selection step.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-04 21:20:32 +01:00
Jakob Wennberg 17eecfdb71 fix: use production mode for Enable Banking bank selector
BankSelector defaulted to sandbox=true. Now reads
NEXT_PUBLIC_ENABLE_BANKING_SANDBOX env var, defaulting to false
(production mode) when not set.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-04 21:05:38 +01:00
Jakob Wennberg 2368df5f5e fix: simplify onboarding fiscal year start to month/year picker
Remove the Day dropdown since fiscal year always starts on the 1st.
Fix selection bug where picking month first showed nothing because the
compose function required all three values before updating the form.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-04 20:56:10 +01:00
Jakob Wennberg 54d8b2cda5 fix: pin search_path on all DB functions and remove dashboard subtitle
- Add migration 051 to SET search_path = public on all 24 custom
  functions, preventing search_path injection attacks
- Remove dashboard subtitle (status summary line)
- Update CLAUDE.md with new migration reference

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-04 20:18:01 +01:00
Jakob 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 a9bf24ce0b feat: enhance supplier invoices, entity-aware categorization, and new tests
Expand supplier invoice module with overdue cron job, credit note journal
entries, and event emissions on approve/mark-paid/create flows. Add entity
type (EF/AB) awareness to transaction categorization UI and category
mapping logic. Add comprehensive tests for supplier-invoice-entries,
transaction-entries, and expanded API route coverage.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-03 17:08:26 +01:00
Jakob Wennberg f6a9889f0a fix: update Docker image name to match erp-mafia org
Repo moved from gnubok/gnubok to erp-mafia/erp-base. Updated GHCR image
reference in CI workflow and docker-compose.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-03 15:16:07 +01:00
Jakob Wennberg ab6728c2d5 fix: skip env validation during Docker builds with placeholder vars
The ensureInitialized() env check threw on missing SUPABASE_SERVICE_ROLE_KEY
and CRON_SECRET during Next.js page collection at Docker build time. These
server-only vars are injected at runtime, not build time.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-03 15:05:20 +01:00
Jakob Wennberg 3909f23725 fix: handle Docker build placeholder env vars in Supabase clients and VAPID init
Docker builds use __NEXT_PUBLIC_*__ sentinel values that get replaced at
runtime by docker-entrypoint.sh. These placeholders caused build failures:
- Supabase client constructor rejected invalid URL during page prerendering
- web-push VAPID init rejected invalid key format

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-03 14:50:46 +01:00
Jakob Wennberg b5b004509d feat: add Docker support with self-hosted and hosted presets
Multi-stage Dockerfile (Node 22 Alpine), docker-compose for self-hosted
and hosted deployments, CI workflow for GHCR publishing, runtime env var
substitution, and cron sidecar with supercronic.

Aligns hosted extension preset with dev config (enable-banking,
ai-categorization, ai-chat, email).

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-03 13:40:33 +01:00
Jakob Wennberg a2ea52954c fix: address user feedback — AI loan categorization, invoice UX, email extension, supplier module
- #43: Improve AI categorization to use account 2350 for loan repayments
  instead of incorrectly suggesting 2440 (supplier payables). Add explicit
  prompt guidance distinguishing loans from supplier debts.
- #45: Change unclear invoice unit "mån" to "månad"
- #46: Enable email extension in extensions.config.json so it appears in
  the marketplace and can be activated by users
- #47: Change "Makulera" to "Ta bort utkast" for draft invoices — reserve
  "Makulera" terminology for proforma invoices only
- #48: Show field-level validation errors when supplier creation fails
  instead of generic "Validation failed" message
- #49: Temporarily hide Leverantörer and Leverantörsfakturor from sidebar
  pending module rework

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-03 10:56:26 +01:00
Jakob Wennberg 31dec292fe fix: CSP blocking hydration and Enable Banking widget, stale auth cleanup
- Add 'unsafe-inline' to script-src so Next.js hydration scripts run
- Whitelist *.enablebanking.com in CSP (script, style, connect, img)
- Allow HTTPS images broadly for third-party bank logos
- Clear stale refresh tokens in middleware (skip on /auth callback)
- Fix login button disabled on browser autofill by reading email from form DOM

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-02 19:12:33 +01:00
Jakob Wennberg c32bf37a15 feat: restore withSentryConfig build wrapper
Vercel outage resolved — re-enable Sentry build-time integration for
source map uploads when SENTRY_AUTH_TOKEN is configured.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-02 16:32:29 +01:00
Jakob Wennberg 8b057b035d fix: remove withSentryConfig build wrapper to unblock Vercel deploys
Sentry runtime capture still works via instrumentation.ts. The build-time
wrapper can be re-added once SENTRY_ORG/PROJECT/AUTH_TOKEN are set on Vercel.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-02 15:35:23 +01:00
Jakob Wennberg 4031ab680d fix: downgrade missing extension env vars to warning, add error boundaries and cron auth fixes
- Change missing extension env vars from throw to log.warn (graceful degradation)
- Move initialized flag after all init steps complete
- Add error.tsx and loading.tsx for dashboard error boundaries
- Fix cron route auth header checks
- Add ensureInitialized() to journal entry reverse and invoice mark-paid/sent routes

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-02 15:09:23 +01:00
Jakob Wennberg 13725ffc16 feat: production readiness — 3-extension deploy with security hardening and observability
- Strip extensions to enable-banking, ai-categorization, ai-chat only
- Remove push-notifications cron from vercel.json
- Add security headers (HSTS, CSP, X-Frame-Options, Permissions-Policy)
- Add /api/health endpoint for uptime monitoring
- Add env var validation in ensureInitialized()
- Fix SIE4 #IB opening balance records from year-end closing entry
- Replace in-memory ai-chat rate limiter with Supabase-backed distributed rate limiting
- Add Sentry error tracking scaffolding (@sentry/nextjs, instrumentation hook)
- Add AI token usage tracking (migration 047, usage-tracker, wired into both AI extensions)
- Include pending enable-banking and dashboard improvements

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-02 11:32:43 +01:00
Jakob Wennberg 1a1c6ba40f feat: merge user-description-match into ai-categorization with AI-powered description analysis
Consolidate the standalone user-description-match extension into ai-categorization,
adding an AI description analyzer that provides account/VAT suggestions alongside
template matching. The describe transaction dialog now shows AI suggestions with
confidence scores and supports both template-based and AI-based booking.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-01 19:22:31 +01:00
Jakob Wennberg aabe527f68 feat: improve UX across reports, navigation, invoicing, and settings
- Reorganize reports page from flat 11-tab bar into 4-column categorized
  grid (Bokslut, Skatt & moms, Huvudböcker, Avstämning)
- Move Import from Övrigt to Finans nav group for better discoverability
- Merge standalone Marketplace link into Tillägg section as "Utforska fler..."
- Rename abbreviated "Lev.fakturor" to full "Leverantörsfakturor"
- Add uncategorized transaction count badge to nav (desktop pill + mobile dot)
- Strengthen credit note confirmation with destructive styling and
  type-to-confirm pattern requiring exact invoice number
- Clarify invoice send vs mark-sent with "Skickad manuellt" label,
  visual hierarchy, and explanatory helper text
- Show Banking and Notifications settings tabs always, with placeholder
  message and link to extensions when not enabled

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-27 15:11:03 +01:00
Emil ecd95ccb82 Added a create extension skill 2026-02-27 11:08:53 +01:00
Emil 43733092bc fixed claude md 2026-02-27 11:08:53 +01:00
Jakob Wennberg 6f4573f380 feat: add foreign currency support, refactor bookkeeping engine, and improve invoice inbox document classification
- Add currency-utils module for SEK conversion with exchange rates
- Refactor createJournalEntry to use draft+commit flow preventing voucher number gaps (BFL 5 kap. 7§)
- Add foreign currency support to invoice entries with per-line SEK conversion
- Centralize category-to-account mapping into single source of truth
- Refactor invoice inbox to use shared document analyzer with document type classification (receipt, supplier invoice, government letter)
- Update mapping engine, supplier invoice entries, and transaction entries
- Fix report component rendering issues
- Add new validation schemas and tests

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-27 09:50:06 +01:00
Jakob Wennberg 547fd053ec feat: AI chat now more accurate, has access to data from user, and can generate graphs, charts etc 2026-02-27 08:48:28 +01:00
Jakob Wennberg 0c422fcd25 chore: clean up migration files and update CLAUDE.md documentation
- Consolidate migration numbering (move full_bas_2026 to slot 044)
- Remove dead/superseded migrations (document_matching, reversal columns)
- Update CLAUDE.md with placeholder migration notes and corrected descriptions
- Fix migration SQL for invoice_inbox, extension_data, supplier_invoices

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-26 20:53:57 +01:00
Jakob Wennberg 9cd950de88 feat: add inline supplier creation in invoice inbox and remove dead code
- Add inline new supplier form in InboxDetailDialog with pre-populated
  fields from AI extraction
- Support new_supplier payload in confirm endpoint to create suppliers
  with user-editable fields (type, org number, bankgiro, etc.)
- Improve line item amount calculation using cross-checked extraction totals
- Remove unused estimateProductValue function and LangChain imports
  from receipt-analyzer
- Add debug logging to invoice inbox confirm flow

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-26 19:55:50 +01:00
Jakob Wennberg 3f255ea201 refactor: consolidate AI analyzers into shared lib/ai module and add journal entry reversal columns
Extract shared vision/document analysis logic into lib/ai (vision-client, document-analyzer,
image preprocessing, validation helpers), simplifying invoice-analyzer, receipt-analyzer, and
document classifier. Add migration 046 for journal entry reversal/correction link columns
(reversed_by_id, reverses_id, correction_of_id) required by storno service. Update extension
components and shared UI.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-26 17:14:44 +01:00
Jakob Wennberg 6d647b956c feat: enable all 9 extensions for deployment
Enable receipt-ocr, ai-categorization, ai-chat, push-notifications,
invoice-inbox, calendar, enable-banking, email, and
user-description-match in extensions.config.json.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-26 14:43:11 +01:00
Jakob Wennberg 15fcb7e067 fix: correct account-mapper test to match bas_range fallback behavior
The test expected empty BAS reference to leave 1510 unmapped, but the
bas_range fallback correctly self-maps valid 4-digit BAS accounts with
confidence 0.9.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-26 14:37:44 +01:00
Jakob Wennberg 818c7fea11 chore: update local claude settings
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-26 14:34:26 +01:00
Jakob Wennberg 03b569d708 refactor: consolidate extension system to general-only with manifest-driven architecture
- Remove all sector-specific extensions (construction, ecommerce, export,
  hotel, restaurant, tech) — only general-purpose extensions remain
- Move NE-bilaga and SRU export from extensions to core reports (lib/reports/)
- Move moms-box-mapping from extensions/export/shared to lib/vat/
- Replace per-extension API routes with catch-all dispatcher
  (app/api/extensions/ext/[...path]/route.ts)
- Add manifest.json for each extension with metadata, env vars, and deps
- Add api-routes.ts pattern for extension-defined API endpoints
- Add code generation scripts (generate-extension-registry, create-extension)
- Add extensions.config.json for opt-in extension loading
- Add extensions.schema.json for config validation
- Add email service interface with noop default (lib/email/service.ts)
- Add CI workflow (core-build.yml) to verify core builds with zero extensions
- Add migration 045: expand account_type CHECK for untaxed_reserves
- Update CLAUDE.md with comprehensive extension system documentation
- Update all report engines and bookkeeping services for new imports
- Clean up extensions.schema.json to only list existing extensions

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-26 14:32:56 +01:00
Jakob 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 6956a757f3 feat: consolidate booking templates from 100 to 48 and improve codebase
Reduce booking template library to eliminate duplicate suggestions when
users describe transactions. Templates with identical accounting treatment
(same account + VAT) are merged, keywords consolidated, and the entire
subscriptions group is eliminated. Also includes prior work on reports,
extensions, and transaction improvements.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-25 10:21:10 +01:00
Jakob Wennberg 9d684d7e9f feat: enable PSD2 bank integration via settings
- Uncomment Enable Banking extension in loader (now registered at runtime)
- Add subscriptionNotice field to ExtensionDefinition type
- Show confirmation dialog when enabling extensions with subscription requirements
- Fix Settings banking tab: toggle-aware visibility, URL-addressable tabs,
  BankSelector widget, correct API paths (/api/extensions/ext/enable-banking/*)
- Replace inline bank connection cards with BankConnectionStatus component
- Add actionable link to Settings from EnableBankingWorkspace
- Update CLAUDE.md with latest architecture docs

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-24 17:01:31 +01:00
Emil 4163b46eae Claude config 2026-02-24 16:20:01 +01:00
Mattsson c65a84c403 Merge pull request #4 from erp-mafia/export-biz
Export biz
2026-02-24 16:18:43 +01:00
Emil bbd673155f Fixed issue with cards and dropdown 2026-02-24 16:13:42 +01:00
Emil 2e40a707bc Merge remote-tracking branch 'origin/main' into export-biz 2026-02-24 16:07:57 +01:00
Emil e0b66fe397 Fixed extensions bugs 2026-02-24 16:06:36 +01:00
Jakob Wennberg 3e7fa45ed6 feat: transaction categorization UX improvements and description matching
Add journal entry preview, human-readable account names, auto-apply VAT,
fallback template suggestions, example prompts, invoice match comparison,
and batch result feedback. Also includes user-description-match extension,
describe/batch-describe API routes, improved AI categorization with multi-
suggestion support, and template embedding search.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-24 16:02:06 +01:00
Emil 0764bc11a6 feat: implement 4 export extensions with engines, API routes, and workspaces
- EU Sales List: engine, CSV/XML generators, Skatteverket format, tests
- VAT Monitor: moms box mapping, revenue breakdown, validation, tests
- Intrastat: product registry, SCB CSV generator, threshold tracking, tests
- Currency Receivables: FX exposure, unrealized gain/loss calc, tests
- Shared utilities: EU country list, moms box mapping
- API routes for report generation and file downloads
- Workspace UI components for all 4 extensions

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-24 14:10:16 +01:00
Emil e8042381f7 feat: register export sector with 4 extension definitions
Add export & utrikeshandel sector to the extension system with BAS
accounts (3105, 3108, 3109, 3521, 3522), sector metadata, icon
imports, workspace registry entries, and design document.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-24 14:10:05 +01:00
Jakob Wennberg 6cef4e11eb New classification logic etc 2026-02-24 11:33:22 +01:00
Mattsson a3903f8428 Merge pull request #3 from erp-mafia/logger
Logger
2026-02-24 10:12:18 +01:00
Emil f5b9d2471f Fixed failed test 2026-02-24 10:11:07 +01:00
Emil d9230950db Merge remote-tracking branch 'origin/main' into logger 2026-02-24 10:06:42 +01:00
Jakob Wennberg 4d2140bcf8 fix: correct engine column names, dashboard revenue calc, email config, and UX issues
- Fix buildLineInserts() using wrong DB column names (cost_center_id → cost_center,
  project_id → project) and add missing tax_code field
- Replace transaction-based dashboard income/expense with journal-entry-based
  calculation using account classes (3xxx revenue, 4-7xxx expenses)
- Add email/phone fields to CompanySettings type, validate RESEND_FROM_EMAIL
  in isResendConfigured(), remove unsafe type casts in invoice send/reminders
- Always auto-fill line description from account name in JournalEntryForm
- Reorder expense lines in TransactionBookingDialog so 1930 is always first row

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-24 10:02:54 +01:00
Emil 941fe3a416 Merge remote-tracking branch 'origin/main' into logger 2026-02-24 10:02:36 +01:00