* feat(branding): implement dynamic branding in service worker and reports
* feat(auth): enhance API key scopes and add bookkeeping write scope
- Updated transaction write scope description to include additional tools.
- Enhanced reports read scope description to reflect new functionality.
- Introduced bookkeeping write scope with relevant description.
- Updated SCOPE_GROUPS to include bookkeeping domain.
- Modified TOOL_SCOPE_MAP to include new bookkeeping operations.
- Updated validateApiKey function to return api_key_id and api_key_name for better actor attribution.
feat(tests): add unit tests for MCP resource registry
- Created tests for data resources to ensure all required fields are present.
- Added tests for resource query parsing and retrieval.
feat(resources): implement MCP resources for company and accounting data
- Added capabilities resource to expose API key capabilities based on granted scopes.
- Implemented chart of accounts resource to retrieve active BAS chart.
- Created company current resource to fetch active company details.
- Developed active fiscal period resource to check posting eligibility.
- Implemented recent activity resource to fetch latest journal entries, invoices, and transactions.
- Added VAT treatments resource to provide available VAT rates per customer type.
feat(pending-operations): introduce risk tiers for operations
- Added risk level classification for pending operations to determine auto-commit eligibility.
- Implemented functions to classify operation risk levels and identify high-risk operations.
feat(migrations): add actor model and risk tier to pending operations
- Updated pending_operations table to include actor type and risk level columns.
- Enhanced audit_log to mirror actor information for compliance.
- Modified validate_and_increment_api_key function to return actor details.
- Expanded operation types in pending_operations to include new high-risk operations.
* feat: add auto-commit functionality for low-risk pending operations
- Implemented shouldAutoCommit function to determine eligibility for auto-commit based on operation type, actor type, and company settings.
- Created commitPendingOperation function to handle execution of pending operations with consistent status updates.
- Added tests for shouldAutoCommit to cover various scenarios including high-risk operations, user actors, company opt-in status, and monetary thresholds.
- Introduced new columns in company_settings for agent_auto_commit_enabled and agent_auto_commit_max_amount to allow companies to opt-in for auto-commit functionality.
- Added SQL migration to update the database schema for new auto-commit settings.
* feat(idempotency): implement idempotency key handling for safe retries and cleanup
* feat: expand API key scopes and pending operations for bookkeeping
- Added 'suppliers:write' scope to API key scopes for supplier invoice management.
- Updated SCOPE_GROUPS to include the new 'suppliers:write' scope.
- Introduced new pending operation types for bookkeeping: close_period, lock_period, run_year_end, set_opening_balances, run_currency_revaluation, explain_voucher_gap, uncategorize_transaction, approve_supplier_invoice, credit_supplier_invoice, and convert_invoice.
- Implemented corresponding commit functions for the new operations in the pending operations module.
- Enhanced PendingOperation type to include actor model and risk level attributes.
- Added tests for new functionality, ensuring proper behavior and constraints in the database.
* feat: implement unlockPeriod functionality and related tests
* feat: add agent auto-commit settings and related functionality
* feat: add attention resource with comprehensive summary of outstanding tasks
* feat: enhance pending operations with 'committing' status and immutability checks, improve idempotency handling, and add original voucher reference for credit notes
* Refactor bookkeeping error handling and introduce new error classes
- Introduced new error classes for better error categorization:
- JournalEntryNotBalancedError
- FiscalPeriodNotFoundError
- EntryDateOutsideFiscalPeriodError
- JournalEntryNotFoundError
- CannotReverseNonPostedError
- CannotCorrectNonPostedError
- EntryAlreadyReversedError
- CurrencyRevaluationAlreadyExistsError
- InvalidMappingResultError
- BookkeepingDatabaseError
- Updated existing functions in engine.ts and transaction-entries.ts to throw specific errors instead of generic ones.
- Enhanced error response handling in get-error-message.ts to provide localized messages for new error types.
- Added unit tests for new error classes and error handling functions to ensure correctness and coverage.
* feat(ai): implement AI proposal application and persistence
- Add apply.ts to handle the application of AI proposals, including match and booking steps.
- Introduce persist.ts for inserting and managing AI requests and proposals, ensuring unique constraints.
- Create re-validate.ts for validating proposals before acceptance, checking for stale conditions.
- Define database migrations for ai_requests and ai_proposals tables, including constraints and indexes.
- Enhance journal_entries with AI provenance tracking, linking entries to AI proposals.
- Update categorization_templates to distinguish AI-corrected templates.
- Add company settings for toggling AI flow and managing backfill processes.
- Extend processing_history to include AI-related events for better tracking.
* feat: add uncategorized transactions API and UI for transaction selection
- Implemented a new API endpoint for fetching uncategorized transactions with pagination and filtering options.
- Created ChangeTransactionDialog component for selecting alternative transactions based on AI proposals.
- Developed ReceiptDetailDialog to display detailed information about receipts, including upload functionality.
- Added TransactionDetailDialog for viewing transaction details with links to the transaction list.
- Introduced receipt quality assessment logic to evaluate extracted receipt data.
- Implemented feature flagging for the AI bookkeeping agent to control availability in different environments.
* feat: add manual receipt extraction dialog and integrate AWS Textract for expense analysis
- Added ManualExtractDialog component for user input when AI fails to extract receipt data.
- Implemented ReceiptsList component to manage and display uploaded receipts, including upload and rescan functionalities.
- Introduced Textract integration for analyzing expenses, extracting fields like total, vendor, and date.
- Updated package.json to include @aws-sdk/client-textract dependency.
* fix(ai): handle livsmedel VAT transition (12% → 6%) in booking prompt and re-validate guard
Add date-aware guidance to BOOKING_SYSTEM_PROMPT for the temporary livsmedel
VAT cut (Prop. 2025/26:55, 2026-04-01 to 2027-12-31), with restaurang/servering
carve-out at 12%. Add a re-validate safety net that rejects clearly-stale rate
labels for grocery-chain merchants relative to the entry date.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* feat: implement salary module with personnummer encryption, salary entries, tax tables, and AGI tracking
- Added personnummer encryption and decryption functions for secure storage.
- Created salary entries handling for journal entries including gross salary, tax withholding, and employer contributions.
- Implemented tax table lookup functionality for calculating tax amounts based on monthly income.
- Developed SQL migration for salary module including tables for payroll configuration, tax rates, employees, salary runs, salary run employees, salary line items, and AGI declarations.
- Established row-level security policies for all new tables to ensure company-scoped access.
* feat: add salary calculation modules for 2026
- Implemented engångsskatt calculation for one-time payments with tax brackets.
- Added löneväxling functionality for salary sacrifice to pension, including employer savings and warnings.
- Created pain.001 generator for salary batch payments in compliance with Swedish banking standards.
- Developed PDF template for payslips, including detailed breakdowns and employer costs.
- Generated seed data for Swedish tax tables for 2026, including SQL insert statements.
- Implemented traktamente calculations for per diem and mileage allowances, adhering to Skatteverket regulations.
- Added seed script for populating tax tables in the database.
* feat: Update meal reduction percentages in traktamente calculation
fix: Remove obsolete seed script for 2026 tax tables
feat: Extend SalaryRunStatus type to include 'corrected' status
feat: Implement KU10 XML generation endpoint for annual employee income statements
feat: Add endpoint for creating corrections to booked salary runs
feat: Implement endpoint for sending payslip PDFs to employees
feat: Create KU10 XML generator for annual reporting
feat: Add salary transaction matcher for auto-linking bank transactions to salary entries
chore: Add database migration for salary correction support
* feat: replace select elements with custom Select component for employment and salary types
* feat: enhance salary calculations with pension entry and avgifter category support
* feat: enhance employee management with salary type, tax status, and validation improvements
* feat: Implement AGI submission flow to Skatteverket
- Added AGI submission route to handle the submission process.
- Created AGI client for interacting with Skatteverket's API.
- Introduced AGI mappers to convert salary run data into the required AGI JSON payload format.
- Enhanced API client to support custom base URLs for Skatteverket API requests.
- Added types for AGI submission payload and validation results.
- Implemented tests for AGI mappers to ensure correct payload structure and data handling.
* feat: enhance salary module with Skatteverket integration and update dashboard navigation
* Update app/api/salary/runs/[id]/agi/submit/route.ts
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
* Update app/api/salary/runs/[id]/approve/route.ts
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
* feat: integrate write permission check and remove Skatteverket extension
---------
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
* feat: implement salary module with personnummer encryption, salary entries, tax tables, and AGI tracking
- Added personnummer encryption and decryption functions for secure storage.
- Created salary entries handling for journal entries including gross salary, tax withholding, and employer contributions.
- Implemented tax table lookup functionality for calculating tax amounts based on monthly income.
- Developed SQL migration for salary module including tables for payroll configuration, tax rates, employees, salary runs, salary run employees, salary line items, and AGI declarations.
- Established row-level security policies for all new tables to ensure company-scoped access.
* feat: add salary calculation modules for 2026
- Implemented engångsskatt calculation for one-time payments with tax brackets.
- Added löneväxling functionality for salary sacrifice to pension, including employer savings and warnings.
- Created pain.001 generator for salary batch payments in compliance with Swedish banking standards.
- Developed PDF template for payslips, including detailed breakdowns and employer costs.
- Generated seed data for Swedish tax tables for 2026, including SQL insert statements.
- Implemented traktamente calculations for per diem and mileage allowances, adhering to Skatteverket regulations.
- Added seed script for populating tax tables in the database.
* feat: Update meal reduction percentages in traktamente calculation
fix: Remove obsolete seed script for 2026 tax tables
feat: Extend SalaryRunStatus type to include 'corrected' status
feat: Implement KU10 XML generation endpoint for annual employee income statements
feat: Add endpoint for creating corrections to booked salary runs
feat: Implement endpoint for sending payslip PDFs to employees
feat: Create KU10 XML generator for annual reporting
feat: Add salary transaction matcher for auto-linking bank transactions to salary entries
chore: Add database migration for salary correction support
* feat: replace select elements with custom Select component for employment and salary types
* feat: enhance salary calculations with pension entry and avgifter category support
- Implemented OpeningBalanceResultStep component to display results of the import process, including success messages and error handling.
- Created OpeningBalanceUploadStep component for file upload with drag-and-drop support, including validation for accepted file types.
- Developed column detection logic in column-detector.ts to identify account number, name, debit, credit, and balance columns based on headers and data.
- Added parser functionality in parser.ts to handle parsing of opening balance files, including validation and BAS account matching.
- Created tests for column detection and parsing logic to ensure accuracy and reliability.
- Defined types for detected columns and parsed rows in types.ts to improve type safety and clarity in the codebase.
* feat: delete last voucher, notes field, schema cache fix
Address three customer feedback items from William (wigu.se):
1. Delete last voucher per series (Fortnox model):
- New `delete_last_voucher` RPC with full safety checks (last-in-series,
open period, no references, owner/admin only)
- Session variable bypass for immutability/retention/line triggers
- Full JSONB audit trail (BFNAR 2013:2 behandlingshistorik)
- DELETE endpoint + UI with confirmation dialogs
- Storno restoration when deleting a reversal entry
2. Notes/comment field on vouchers:
- `notes` column on journal_entries (always-editable internal metadata)
- Immutability trigger updated to allow notes-only updates on posted entries
- PATCH endpoint, inline-edit UI on detail page, form textarea
3. Schema cache fix:
- NOTIFY pgrst applied to production (immediate fix)
- Retroactive migration + CLAUDE.md migration rule added
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address Greptile review — tighten trigger, lock voucher sequence
P1: The notes-only exception in enforce_journal_entry_immutability was
too broad — it only checked 7 verifikation fields, allowing silent
mutation of correction_of_id, reverses_id, reversed_by_id, committed_at,
and user_id on posted entries. Now guards all metadata fields; only
notes and updated_at may differ.
P2: Lock voucher_sequences row FOR UPDATE before the MAX(voucher_number)
check in delete_last_voucher to serialise against concurrent
commit_journal_entry calls, preventing voucher number gaps.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add fiscal period backward chaining and entry date validation
Support creating fiscal periods before the earliest existing period
(backward chaining) for backfill scenarios, alongside the existing
forward chaining. The engine now validates that entry dates fall within
the selected fiscal period, with a Swedish error message. The journal
entry form auto-selects the matching period and shows a warning with
a CreatePeriodDialog when no period covers the entry date.
* feat: support multi-bank-account for imports and reconciliation
Plumb a configurable settlement account through the entire bank import
pipeline — mapping engine, transaction entries, ingest, and
reconciliation — so secondary bank accounts (e.g. 1931, 1932) work
correctly instead of hardcoding 1930. Adds a get_unlinked_bank_lines
RPC that generalizes the existing get_unlinked_1930_lines with a
fallback for backwards compatibility. The bank file import UI now shows
a bank account selector when multiple 19xx accounts exist. Also adds
default_vat_code/sru_code to account creation and fixes uploadDocument
argument order in enable-banking sync.
* Implement company and account deletion features
- Add event types for company and account deletion to CoreEvent.
- Enhance Supabase middleware to handle company context resolution and cookie management for archived companies.
- Create API routes for deleting accounts and companies, including necessary validations and event emissions.
- Implement tests for account and company deletion endpoints to ensure proper functionality and error handling.
- Add retention notice component to inform users about bookkeeping data retention during destructive actions.
- Create database migrations to support soft deletion of companies and anonymization of user accounts, ensuring compliance with retention laws.
* feat: enhance account deletion process and update user notifications
* Add service client for onboarding completion check and update escape hatch visibility
* Enhance invite flow and email handling for company members
* Refactor company context and RLS policies for active company isolation
- Update `switchCompany` to remove unnecessary revalidation as client handles navigation.
- Revise `getActiveCompanyId` to prioritize `user_preferences` and validate against non-archived memberships.
- Modify `setActiveCompany` to ensure `user_preferences` is the authoritative source while maintaining cookie compatibility.
- Enhance middleware to resolve active company using `user_preferences` and fallback to first non-archived membership.
- Introduce new API route `/api/company/current` to fetch the active company ID for cross-tab synchronization.
- Implement `CompanyTabSync` component for real-time active company enforcement across tabs.
- Create migration for RLS policies to enforce single-active-company isolation using `current_active_company_id()`.
* feat: implement viewer role enforcement for write permissions
- Added `useCanWrite` hook to determine if the current user has write permissions based on their role in the active company.
- Updated various components (JournalEntryForm, CustomerForm, DeadlineForm, etc.) to disable write actions and show a lock icon with a tooltip for users without write permissions.
- Introduced `requireWritePermission` function to enforce write permissions at the API level, returning a 403 response for viewers.
- Created tests to verify the behavior of the viewer role and write permissions.
- Added database migration to enforce read-only access for viewers at the database level.
* Add default voucher series configuration for manual journal entries
* Add delete policies for provider consent tokens and provider OTC
* Add trade name support for companies in settings and documents
* Resolved currency selection issue
* Enhance invoice line display with foreign currency support and update delivery date schema to allow empty values
* Add currency display for journal entries and include currency metadata in transaction creation
* Add trade_name column to company_settings for external display
* feat: add INK2 declaration improvements, invoice delivery date, and Swedish compliance skills
Expand INK2 engine with full INK2S/INK2R support and improved SRU generation.
Add delivery_date field to invoices and corresponding PDF/migration support.
Add Claude skills for Swedish asset accounting, invoice compliance, SIE import/export, SRU filing, and tax planning.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address PR review — map BAS 4500–4899, strip CRLF in SRU, document P3
- Map BAS accounts 4500–4599 (legoarbeten), 4700–4899 (diverse
varuinköpskostnader) to SRU 7512 so they are not silently dropped
from INK2R declarations
- Strip \r\n in sanitizeString to prevent CRLF injection in SRU fields
- Document P3 period suffix limitation for brutet räkenskapsår
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: correct BAS 4500-4599, 4700-4899 mapping from 7512 to 7511
Per the official BAS-to-SRU mapping, these account ranges are cost of
goods (legoarbeten, inkurans, svinn) and belong under 7511 (Råvaror
och förnödenheter), not 7512 (Handelsvaror). 7512 remains 4600-4699.
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: fix SIE import voucher range bugs from multi-tenant migration and remove describe transaction feature
- Fix reserve_voucher_range RPC parameter mismatch (p_user_id → p_company_id) causing duplicate voucher errors
- Fix create-accounts onConflict from user_id to company_id
- Add reserve-then-adjust pattern: pre-reserve voucher range before batch insert, release unused range on partial failure
- Add release_voucher_range DB function for safe rollback
- Remove DescribeTransactionDialog, describe/batch-describe API routes, and related schemas (feature superseded)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address Greptile review — voucher range race condition and orphaned entries
- Add p_reserved_highest upper-bound guard to release_voucher_range to prevent
rolling back past numbers claimed by concurrent operations
- Move highestInsertedVoucher tracking to after both headers AND lines succeed,
preventing orphaned journal entries with no lines from being counted as "used"
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Expand the tax settings page with F-skatt, VAT registration, fiscal year start month, and salary payment toggles. Refactor SettingsFormWrapper to support onSuccess callbacks so local state only updates after server confirmation. Fix logo upload to use service client for storage RLS bypass. Allow empty email in settings schema. Update CLAUDE.md with comprehensive multi-tenant, auth, and engine documentation. Remove unused langchain skills.
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Remove AI-dependent extensions (ai-chat, ai-categorization, receipt-ocr,
invoice-inbox) and their infrastructure (lib/ai/*, ai-consent, LangChain/
Anthropic/OpenAI deps) to simplify core and reduce bundle size.
Restructure monolithic settings page into dedicated sub-pages (company,
bookkeeping, invoicing, tax, banking, api, account, team, templates) with
shared layout and sidebar navigation.
Add atomic commit_journal_entry RPC so voucher number increment and status
update happen in a single transaction — prevents burned numbers on constraint
failures. Add continuity check report and voucher gap explanation tracking.
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: complete multi-tenant refactor for reconciliation, arcim, settings validation
- Migrate bank-reconciliation to company_id (all functions + tests)
- Migrate arcim-migration entity mappers and orchestrator to company_id
- Fix enable-banking reconciliation calls to use companyId
- Add Swedish law validation to settings schema:
- VAT number required when VAT-registered (ML 11 kap. 8§)
- Moms period required when VAT-registered (SFL 26 kap.)
- Aktiebolag must use accrual accounting (BFNAR 2006:1)
- Fix fiscal year period creation: always 12 months after first year (BFL 3 kap.)
- Add plusgiro, website, pays_salaries fields to CompanySettings
- Add plusgiro to invoice PDF template
- Add fiscal period CRUD and opening balances API routes
- Add frame-src CSP directive for future iframe embedding
- Fix unlinked_1930_lines RPC to use company_id parameter
- Update CLAUDE.md documentation
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address PR review findings (P1 + P2)
- Fix reconciliation events emitting companyId as userId — thread
actual userId through runReconciliation and manualLink
- Move VAT cross-field validation (vat_number, moms_period) from
schema refinements to route handler where effective stored state
is available, preventing false rejection on partial updates
- Add plusgiro format validation regex (N-N pattern)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: event log, pending operations, and MCP staging
- Event log system: persist bus events to event_log table for external
automation platforms. Batch insert for transaction.synced. Daily
cleanup cron at 02:00 UTC.
- Pending operations: MCP write tools (categorize, create customer,
create invoice) now stage to pending_operations instead of executing
directly. Users review and commit/reject from /pending in the web UI.
- Granskning page: card-based review UI with expandable previews,
commit/reject dialogs. Only shown in nav when pending ops exist.
- Commit route re-executes using core lib functions (no extension
imports). Guards against stale state (double-commit, deleted entities).
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: stage new MCP write tools after main merge
Add staging for 4 new write tools from #133:
- mark_invoice_paid, send_invoice, mark_invoice_sent,
match_transaction_invoice
- Expand pending_operations CHECK constraint
- Add commit executors with full execution logic
- Add UI labels and generic preview component
- Remove confirm parameter from categorize (single-call staging)
- Fix UUID in pending op title (fetch transaction description)
- Hide Granskning nav when no pending ops
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address PR review feedback
- Fix TS build error: use `select('*, customer:customers(*)')` for
match_transaction_invoice to avoid array type inference
- Add status guard to commitSendInvoice (prevents duplicate sends)
- Replace auth.admin.getUserById with user email from session auth
- Restore optimistic lock check in commitMatchTransactionInvoice
- Fix tool description typo: expense_software → expense_office
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: separate AR/AP/accounting into distinct nav groups (#92)
Split the flat "Finans" sidebar group into three visually distinct
sections — Försäljning (AR), Inköp (AP), and Redovisning — so users
coming from Fortnox immediately find customer invoicing and supplier
invoices as top-level concepts.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: journal entry detail view, correction chain, and account name display
- Add journal entry detail page at /bookkeeping/[id] with full entry view
- Add correction chain API and component showing storno relationships
- Add JournalEntryStatusBadge component for entry status display
- Show debit/credit account names in template picker and review dialogs
- Expand client-side BAS account name mapping with additional accounts
- Show account codes on transaction inbox suggestion buttons
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address review feedback — N+1 query, duplicate name, nav dedup
- Batch reverse-lookup into single query per BFS iteration (was N+1)
- Differentiate account 2393 from 2893 in display names
- Extract shared loop for desktop/mobile nav group rendering
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: counterparty templates, Skatteverket extension, VAT form completeness, and UI cleanup
- Add counterparty-based categorization templates (learned from user approvals
and auto-ingestion) with fuzzy matching in the mapping engine
- Add Skatteverket extension for direct VAT declaration submission via API
- Complete VAT declaration form with all 30 SKV 4700 boxes (ruta 08, 35-42, 50, 60-62)
- Fix ruta 49 formula to include import VAT (ruta 60+61+62)
- Simplify dashboard UI: remove redundant icons from stat cards, customer cards,
invoice list, supplier invoices; use Badge variants consistently
- Add SkatteverketPanel component to reports page
- Add categorization_templates and skatteverket_tokens migrations
- Update tests and helpers for new types
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address PR review feedback — VAT detection, migration timestamps, dedup
- Fix detectVatTreatment to derive actual rate (12%/6%) from VAT line
description instead of hardcoding standard_25
- Rename skatteverket_tokens migration to 20260324120001 to avoid
duplicate timestamp with categorization_templates (fixes Supabase
deployment failure)
- Make refreshAccessToken accept previousRefreshCount param to enforce
refresh limit contract at the type level
- Fix rate limiter TOCTOU by claiming slot before await
- Extract formatRedovisare/formatRedovisningsperiod to shared
lib/skatteverket/format.ts — eliminates duplication between
mappers.ts and SkatteverketPanel.tsx
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: multi-line counterparty templates, batch matching, settings restructure
Counterparty template engine:
- Multi-line booking patterns (line_pattern JSONB) for complex entries
with split VAT, tax accounts, and ratio-based allocation
- Batch matching (findCounterpartyTemplatesBatch) — 1 DB query for all
transactions instead of up to 3 per transaction
- SIE voucher population (populateTemplatesFromSieVouchers) — extracts
patterns from historical vouchers on import with dominance filtering
- Source priority system (user_approved > sie_import > auto_learned)
- Centralized counterparty: prefix helpers to prevent string fragility
- Fix: re-approval path now updates line_pattern
Transaction categorization:
- /describe route returns counterparty_match in parallel with templates/AI
- /categorize route accepts counterparty_template_id for direct booking
- /suggest-categories uses batch matching, injects counterparty suggestions
- transaction-entries supports all_lines_complete for multi-line patterns
UI:
- TemplatePicker shows "Tidigare motparter" section (no AI extension needed)
- DescribeTransactionDialog shows counterparty match card with detail
- QuickReviewDialog supports counterparty line patterns
- JournalEntryPreview renders multi-line patterns with VAT/ratio math
- Inline LinePatternEntry types replaced with shared import from @/types
Settings restructure:
- 8 tabs → 5: merged Säkerhet + Utseende + Kalender into Konto
- Renamed "Motparter" → "Mallar"
- CounterpartyTemplatesPanel: click-to-expand detail view with account
lines, VAT, confidence, aliases, and delete
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address PR review — account_override guard, DELETE body parsing, stale test
- Block account_override when counterparty_template_id is set (prevents
corrupting stored template via override → upsert correction path)
- Wrap DELETE request.json() in try-catch for malformed body (400 not 500)
- Clean up stale 3-query mock enqueues in test for batch-based find
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>
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Co-authored-by: Claude Opus 4.6 (1M context) <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>
- 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>
Add auto-detecting CSV parsers for Länsförsäkringar, ICA Banken, Skandia,
and Lunar. Refine SEB detection to avoid false matches. Update bank file
upload UI with new bank options and export instructions. Include booking
templates, improved AI categorization, and transaction review enhancements.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Mattsson