- 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>
- 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>
- 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>
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>
- 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>
Add shared components (ConfirmDeleteDialog, EditEntryDialog, validation utils),
enhance all 12 extension workspaces with edit/delete dialogs, input validation,
period comparisons, and new analytics features. Fix critical bugs in
ProjectBilling margin calculation and EarningsPerLiter revenue allocation.
Add pure calculation modules with 183 new tests across all extensions.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Per-line VAT rates:
- Add generatePerRateLines() to group invoice items by vat_rate with separate
revenue + VAT lines per rate group (invoice-entries.ts)
- Add getAvailableVatRates() and getVatTreatmentForRate() (vat-rules.ts)
- PDF template shows per-line VAT column and per-rate totals for mixed-rate invoices
- Invoice create/review UI supports per-line rate selection
- Types: add vat_rate/vat_amount to InvoiceItem, vat_rate to CreateInvoiceItemInput
Invoice document types (proforma, delivery note):
- Add InvoiceDocumentType, document_type and converted_from_id to Invoice type
- PDF hides prices for delivery notes, adds proforma notice
- Email templates support all document types
- mark-paid skips journal entries for non-invoice document types
- Migration 031: invoice_document_type
Accounting method support:
- Add AccountingMethod type (accrual/cash)
- Migration 032: add_accounting_method column to company_settings
VAT declaration rewrite:
- Rewrite to read directly from general ledger (26xx/3xxx account lines)
instead of aggregating invoices/transactions/receipts
- ACCOUNT_RUTA mapping drives momsdeklaration boxes from GL balances
Bank reconciliation:
- Transaction ingest now pre-fetches unlinked GL lines and attempts
auto-reconciliation during import
- Add transaction.reconciled event type
- Add ReconciliationMethod type and reconciliation_method on Transaction
- Migration 030: bank_reconciliation
- New reconciliation engine, API routes, and BankReconciliationView component
Pagination (fetchAllRows):
- New lib/supabase/fetch-all.ts overcomes PostgREST 1000-row limit
- Adopted in all report generators, SIE/SRU export, account list APIs
Fiscal period validation:
- New validate-period-duration.ts enforces max 18 months per BFL 3 kap.
- Applied in period-service.ts and fiscal-periods API
Account mapper simplification:
- Remove Levenshtein/fuzzy matching, use exact account number match only
Swedbank parser improvements:
- Support abbreviated headers (Clnr, Bokfdag, Radnr)
- Use Referens column as counterparty
Chart of accounts management:
- Add DELETE endpoint with system account and usage protection
- PUT uses partial updates
- New AccountCombobox, AddAccountDialog, EditAccountDialog, ChartOfAccountsManager
Tax deadline corrections:
- Rewrite inkomstdeklaration_ab using Skatteverket lookup table
- Rewrite arsredovisning deadline to 7 months after FY end per ÅRL 8:3
Onboarding first fiscal year:
- Add first fiscal year toggle with date pickers and 18-month validation
UI terminology:
- Change "okategoriserad/kategorisera" to "obokförd/bokföra" throughout
Report column fix:
- Fix start_date/end_date to period_start/period_end in report queries
Supplier invoice input:
- CreateSupplierInvoiceItemInput uses amount field (legacy quantity/unit_price kept)
Misc:
- SIE import uses upsert for idempotent account creation
- account-descriptions.ts falls back to BAS reference data
- Add invoice_default_notes to CompanySettings
- Update CLAUDE.md to reflect current project state
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Move Reports to Finans nav group and auto-expand Övrigt on its pages
- Make report tabs horizontally scrollable with gradient fade on mobile
- Surface deadlines and alerts above the fold on dashboard
- Add dismissible categorization hint card on transactions page
- Split settings company form into 4 separate Cards for scannability
- Add monthly breakdown report, document upload zone, journal entry attachments
- Add batch category selector, receipt document linking, invoice form improvements
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Replace PSD2 bank integration as the default with file-based bank
import (CSV/XML), which better suits Swedish sole traders and small
companies. Enable Banking is now an opt-in extension.
- Phase 1: Extract generic transaction ingestion service (ingest.ts)
with dedup, auto-categorization, and OCR-based invoice matching
- Phase 2: Bank file parser library supporting Nordea, SEB, Swedbank,
Handelsbanken CSV formats and ISO 20022 camt.053 XML
- Phase 3: Database migration adding import_source, reference columns
and bank_file_imports tracking table
- Phase 4: Import wizard UI (5-step flow) and API routes for parse/execute
- Phase 5: Move Enable Banking to extensions/enable-banking/ with
commented-out loader entry for opt-in activation
- Phase 6: 104 new tests (ingestion + all parser formats), fixing
Nordea detection overlap and camt.053 XML tag collision bugs
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Remove influencer-specific features (campaigns, TikTok, gifts, shadow ledger,
contracts, briefings) and consolidate into a clean ERP foundation with core
bookkeeping, invoicing, receipts, tax reporting, and calendar functionality.
Reorganize database migrations into a clean numbered sequence.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Jakob Wennberg