c0ecf2fa3bebd46bdfd0169efd73b89653d1dfed
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Commits
| Author | SHA1 | Message | Date | |
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 MattssonandClaude Opus 4.8
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bacc5914af |
Fix/dependabot cus feedback (#946)
* feat(bookkeeping): per-account default VAT, oresavrundning momsfri Add a per-account "Standard moms" setting to the chart of accounts and use it to auto-fill the moms on a leverantorsfaktura-rad when that konto is picked. Oresavrundning (3740) ships as "Ingen moms", so a rounding line no longer inherits the 25 % rad-default and skews the moms. - chart_of_accounts.default_vat_rate (0/0.06/0.12/0.25, CHECK-constrained) - BEFORE INSERT trigger ships 3740 momsfri on every insert path; backfills existing 3740 rows - kontoplan editor: dead free-text momskod replaced with a Standard moms select - supplier-invoice rad auto-fills the rate from the konto default Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * feat(supplier-invoices): configurable start number for the ankomstnummer series Add a company_settings.next_arrival_number start floor so a company can continue its leverantorsfaktura numbering from a previous system (e.g. Fortnox) instead of restarting the ankomstnummer at 1. get_next_arrival_number now floors the series via GREATEST(MAX(arrival_number)+1, next_arrival_number), so the floor can never move the series backwards or collide with the (company_id, arrival_number) unique index. The RPC is hardened while rewritten: SET search_path to empty, schema-qualified refs, and an auth.uid() membership check matching generate_invoice_number. Includes the settings UI field, sv/en strings, migration, and pg-real coverage. The CompanySettings type and Zod schema field for this feature landed earlier in 1bf3b641 (swept into the per-account VAT commit). Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(dependabot): reduce open pull requests limit and group updates for better management --------- Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com> |
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Jakob WennbergandClaude Sonnet 5
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ec27228a8e |
style: remove em/en dashes repo-wide, add CLAUDE.md rule against them (#890)
Em dashes (—) and en dashes (–) had spread across comments, docs, tests, and a few UI strings, reading as AI-generated boilerplate rather than house style. Replaced each with punctuation matching its context: colon for explanatory clauses, comma for asides, plain hyphen for numeric/legal ranges (e.g. "21-23§"), "to"/"till" for date ranges, parentheses for paired-dash asides. messages/en.json and messages/sv.json were fixed by hand together to keep sv/en in sync. Left untouched where the dash is the functional subject rather than decorative punctuation: date-range-parser.ts's separator regex, charset-repair.ts's CP1252 byte-mapping table (and its test), the SIE encoding mojibake docs, generic-csv.ts's minus-sign normalizer, the agent system-prompt files that already instruct against em dashes, and a golden iXBRL test fixture compared byte-for-byte. Also fixes two bugs surfaced along the way: an off-by-one in ApiKeysPanel's scope-label split (a leftover from an earlier partial pass), and a charset-repair test that had lost the literal en-dash it exists to verify. Regenerated the agent atom seed migration (skills:generate) since 27 SKILL.md files changed. Added a CLAUDE.md rule against em/en dashes, with an explicit carve-out for the functional-dash cases above. Co-authored-by: Claude Sonnet 5 <noreply@anthropic.com> |
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ccdfed5fea |
feat: voucher linking, recovery ops, and salary overrides (#591)
* feat: voucher linking, recovery ops, and salary overrides Adds reversible/correction-style write paths that customers and agents have been asking for, plus per-run salary employee overrides. Invoice → voucher linking - POST /api/invoices/[id]/link-to-voucher and GET /api/invoices/[id]/voucher-candidates - lib/invoices/voucher-matching.ts with full + pg test coverage - LinkVoucherPicker UI in PaymentBookingDialog - pending_operations.operation_type expanded with link_invoice_voucher (medium risk) and a (journal_entry_id, invoice_id) unique guard - MCP: gnubok_find_voucher_candidates_for_invoice and gnubok_link_invoice_to_voucher tools SIE undo - POST /api/import/sie/[id]/undo + undo_sie_import RPC - sie_imports.status gains 'undone' - ImportResultStep surfaces the action; structured error SIE_UNDO_FAILED Edit-recreate journal entries - POST /api/bookkeeping/journal-entries/[id]/edit-recreate - Bookkeeping detail page wires it into the existing edit flow Delete-last-voucher clears IB link - Trigger + pg test ensure deleting the last voucher of a period nulls the opening_balance_journal_entry_id link so a re-import lands cleanly Salary employee overrides - salary_run_employees gains per-run override fields + migration - lib/salary/effective-values.ts centralises resolved values; all payslip, payment, AGI, KU, and booking routes read through it - SalaryOverridePanel on the employee detail page Account classifier - lib/bookkeeping/account-classifier.ts + tests; AddAccountDialog uses it - backfill-import-accounts script updated Misc - toast: minor styling tweak - AGI generate-declaration: respect effective values - structured-errors: new LINK_INVOICE_VOUCHER namespace Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat: add link_invoice_voucher operation type to pending_operations * feat: refactor salary run calculations and update error handling for SIE imports * fix: PR review feedback on voucher linking and SIE recovery pg-real (blocking): - tests/pg/delete-last-voucher-ib: drop posted_at = now() from the seed UPDATE — journal_entries has no posted_at column. - lib/invoices/__tests__/voucher-matching.pg: seed the posted voucher before closing the fiscal period so enforce_period_lock doesn't block the INSERT during setup. voucher-matching error codes and rollback: - Add LINK_VOUCHER_DB_ERROR (HTTP 500) and return it on real invoice UPDATE / payment INSERT failures. Previously these returned LINK_VOUCHER_VOUCHER_NOT_FOUND (404) which the pending-op dispatcher auto-rejects on transient DB errors. - Log rollback failures explicitly so an invoice left in a half-linked state (advanced status, no payment row) surfaces for manual reconciliation instead of disappearing silently. resyncNextPeriodOpeningBalance ordering: - Create the new IB first, relink the period FK, then storno the old IB. Previously the storno ran first; if createJournalEntry failed the next period was left with a reversed IB and nothing to replace it, and executeSIEImport swallows the error as a non-fatal warning. replace_period_opening_balance_link: - Tighten role check to owner/admin (was owner/admin/member). Matches delete_last_voucher and undo_sie_import. Data minimisation: - /api/invoices/[id]/voucher-candidates and the matching MCP tools now project only the invoice and customer fields the matcher reads, instead of returning the full customer row. Schema bounds: - SalaryEmployeeOverrideSchema caps each numeric override at 10 MSEK to catch typos before they reach the ledger or AGI. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(tests): supply user_id when seeding voucher_sequences voucher_sequences.user_id is NOT NULL (per the multi-tenant refactor in 20260330130000). The previous test seed only set company_id / fiscal_period_id / voucher_series, which made the seed fail with a constraint violation on the latest pg-real run. Pass the same userId used elsewhere in the seed helper. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(tests): scope delete-last-voucher RPC assertions inside the tx withUserContext always ROLLBACKs, so any DELETE the RPC performs is discarded when the callback returns. The previous test then queried journal_entries via a fresh getPool() connection that only saw the pre-RPC committed seed state — hence "expected '1' to be '0'". Move every post-RPC assertion (entry count, period FK clear, opening_balances_set flip, audit log entry, sie_imports clear) inside the same withUserContext callback so they observe the uncommitted state before ROLLBACK fires. Also fix the sie_imports INSERT: the column is `filename`, not `file_name`, and `sie_type` is NOT NULL. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(tests): assert against the IB-marker audit row directly DELETE on journal_entries fires two audit_log writes: the generic write_audit_log() trigger row ("Deleted journal_entries record") and the delete_last_voucher RPC's explicit "(was period IB)" entry. Both land at the same statement_timestamp(), so ORDER BY created_at DESC LIMIT 1 returned the trigger row non-deterministically in CI. Switch to a presence check with a LIKE filter on the IB marker so the test verifies what it actually cares about — that the RPC's IB-aware audit row exists. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(db): set company_id on delete_last_voucher audit_log rows 20260528120000_delete_last_voucher_clears_ib_link.sql inserts directly into audit_log without setting company_id. audit_log's SELECT policy filters company_id IN user_company_ids(), so those rows landed with company_id=NULL and were invisible to every reader — only the generic write_audit_log() trigger row remained visible. That broke BFL audit- trail intent: the "(was period IB)" provenance row was never readable. Republish delete_last_voucher with p_company_id populated on both audit_log INSERTs (draft path and posted path). Behavior is otherwise unchanged; the pg-real test for the IB-clear flow now sees the RPC-written marker row as expected. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> Co-authored-by: Emil <emilmattsson14@gmail.com> |
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MattssonandClaude Opus 4.6
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0dd1f5ebc1 |
feat: multi-tenant company refactor (GNU-19) (#153)
* feat: multi-tenant company refactor (GNU-19) Introduce companies table, company_members, and user_preferences to support multiple companies per user. All data scoping changes from user_id to company_id across the entire codebase. Key changes: - Database migration: new tables, company_id on 40+ tables, backfill, RLS rewrite from user_id to company-member-based, updated RPCs - Types: Company, CompanyMember, CompanyRole, UserPreferences types; company_id added to all entity interfaces; companyId on all events - Engine: all 7 core functions take companyId; storno, period, year-end services updated; 16 report generators updated - Middleware: company context resolution (cookie → prefs → first company) - API routes: ~120 routes updated with requireCompanyId() - Frontend: CompanyProvider context, layout/dashboard/onboarding updated - Extensions: context factory, 9 extensions, all lib files updated - Tests: 1880 tests passing, all helpers updated with company_id defaults Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add database migrations for multi-tenant company and team system (GNU-19) Adds company_invitations, company creation RPC, team_members, account deletion RPC, and teams table refactor migrations. Updates base multi-tenant migration with cascading FKs and onboarding_step column. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add team types and update core infrastructure for multi-tenancy (GNU-19) Adds TeamRole, MemberSource, and Team types. Refactors Supabase service client to be stateless, updates middleware for team-aware routing, extends CompanyContext with team/role fields, and updates extension service types to accept companyId. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * refactor: thread company_id through business logic functions (GNU-19) Replaces user_id scoping with company_id across all lib modules: bookkeeping, documents, transactions, invoices, reconciliation, tax, deadlines, and import. Updates corresponding tests. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * refactor: thread company_id through API routes and extensions (GNU-19) Updates all existing API routes to extract and pass companyId. Updates enable-banking and arcim-migration extensions for company-scoped transaction ingestion and sync. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add company and team management API routes (GNU-19) Adds CRUD endpoints for company members, company invitations, team members, and team invitations. Includes invite token utilities, email templates, and company switch server action. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add team/company UI components, pages, and dashboard updates (GNU-19) Adds CompanySwitcher, ConsultantEmptyState, Step0RoleChoice, company members and team management panels. Updates dashboard layout for team-aware routing, onboarding for multi-step role choice, and auth callback for team invite acceptance. Ignores supabase/.branches/. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add null guards for company in import page (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: move appUrl declaration to outer scope in invite route (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add optional chaining for company.name in members section (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add optional chaining for second company.name in members section (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add null guards for company in extension components (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: pass companyId to executeSIEImport in arcim-migration extension (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: update tests to use companyId instead of userId and improve type handling --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.6
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2ad8731dc9 |
feat: arcim migration wizard UX, import fixes, Sentry setup (#22)
* 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> --------- Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.6
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15fcb7e067 |
fix: correct account-mapper test to match bas_range fallback behavior
The test expected empty BAS reference to leave 1510 unmapped, but the bas_range fallback correctly self-maps valid 4-digit BAS accounts with confidence 0.9. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.6
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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> |
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Jakob WennbergandClaude Opus 4.6
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91e2c1705a |
feat: per-line VAT, invoice document types, ledger-based VAT declaration, bank reconciliation, and pagination
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> |