Commit Graph

16 Commits

Author SHA1 Message Date
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 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 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 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 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 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
Jakob Wennberg 6cef4e11eb New classification logic etc 2026-02-24 11:33:22 +01:00
Jakob Wennberg acb85edf4a feat: wire Zod validation into API routes, improve types and components
- Add 8 new Zod schemas (UpdateCustomer, UpdateSupplier, UpdateSupplierInvoice,
  UpdateAccount, BankUnlink, RunReconciliation, CorrectJournalEntry,
  EvaluateMappingRules) and wire validateBody() into 24 JSON-body API routes
- Remove redundant manual validation checks replaced by Zod
- Add comprehensive schema tests (222 tests)
- Improve type definitions in types/index.ts with expanded interfaces
- Refactor extension types (push-notifications, receipt-ocr) for cleaner imports
- Update transaction components (BatchCategorySelector, SwipeCategorizationView,
  QuickReviewDialog, VatTreatmentSelect) and invoice inbox workspace
- Add invoice-inbox utilities and type decoupling tests
- Fix NE-bilaga, SRU export, and invoice PDF template type usage
- Update CLAUDE.md with expanded architecture documentation

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-23 16:00:38 +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
Emil 026497ed75 Added extension functionality 2026-02-21 11:39:45 +01:00