* fix: enhance validation for moms_period and conditionally set vat_number and moms_period based on vat_registered
* Enhance preprocessing for first year fields, fiscal year end month, and accounting method in schema validation
* fix: simplify schema validation by removing unnecessary preprocessors
* fix: prevent setting invalid values in select components across multiple forms
* fix: improve layout responsiveness and conditional rendering in onboarding steps
* 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>
* feat: add date sorting support to journal entries API
Add sort_date query parameter (asc/desc) that orders results by
entry_date instead of the default voucher_series + voucher_number.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add date sort toggle to journal entry list
Add ascending/descending sort button next to the missing attachment
filter. Defaults to newest first, toggles between nyast/äldst först.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add date range filter inputs to journal entry list
Add Från/Till text inputs (YYYY-MM-DD) for filtering entries by date
range. Applies on blur or Enter, with an X button to clear both fields.
Both fields are optional and work independently of the sort toggle.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
* 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>
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>
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>
- 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>
- 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>
- 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>
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>
- 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>
Fix onCountChange callback causing infinite fetch loop by using a ref
instead of including it in useCallback deps. Also update CLAUDE.md with
Zod validation docs, env vars, extension design doc reference, and
API route patterns.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add rollback logic to storno-service correctEntry to restore ledger
consistency if step 2 fails after reversal. Add correction API route at
/api/bookkeeping/journal-entries/[id]/correct. Add CorrectionEntryDialog
component and correction button to JournalEntryList.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add props for initialLines, initialDate, initialDescription, sourceType,
sourceId, submitUrl, embedded, and onEntryCreated to support embedding the
form in dialogs. Auto-fill line description from account name. Improve
AccountCombobox to only emit valid account numbers and reset on blur.
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>
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>
Mattsson