* 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>
* feat: add BFL-compliant counterparty names to journal descriptions and cancelled entry status
Journal descriptions now include customer/supplier names for traceability
(e.g. "Kundfaktura 1001, Foretag AB"). Failed draft entries are marked as
'cancelled' instead of deleted, respecting immutability constraints.
Includes DB migration for the new journal_entries status value.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address Greptile review — Swedish typos, missing source type, trigger and reversal cleanup
- Fix Swedish spelling: leverantor → leverantör in all supplier description prefixes
- Add supplier_credit_note to supplierSourceTypes in VAT declaration so credit
notes correctly reduce reverse-charge bases (ruta 20–24)
- Mark orphaned concurrent reversals as cancelled instead of attempting deletion
that the immutability trigger blocks
- Allow posted → cancelled transition in trigger for orphaned reversal cleanup
- Restrict cancelled entry line trigger to DELETE-only (block INSERT/UPDATE)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: use main's Step3TaxRegistration (onboarding restructured in PR #54)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* chore: retrigger Greptile review
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* 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>
* 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>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- 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>
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>
- Fix VAT declaration ruta mappings to match SKV 4700 form correctly
(ruta 05 = total taxable sales, ruta 10/11/12 = output VAT per rate)
- Add INK2 declaration report for aktiebolag with SRU export
- Add full archive ZIP export for 7-year retention compliance
- Add AI consent gate requiring user approval before AI extension API calls
- Add DPA and privacy policy public pages
- Add audit trail API routes
- Update VAT registration threshold from 80k to 120k kr in onboarding
- Update CLAUDE.md documentation
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>
- 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>
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>
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 monthly-breakdown to use actual column names (debit_amount/credit_amount),
include class 8 financial items, and use year-aware month keys for non-calendar
fiscal years. Add period/status filtering to AR and supplier reconciliation
queries. Exclude reversed entries from general ledger. Fix SIE export rounding.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The balance sheet only showed class 1-2 accounts but did not include
the period result (årets resultat) from class 3-8 income/expense
accounts. Before year-end closing, this caused a balance discrepancy
equal to the period's profit/loss. Now calculates the net result and
adds it as a synthetic "Årets resultat" section under equity.
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>
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>
