* fix: MCP OAuth 303 redirect, send dialog auto-close, bank details null payload
- OAuth authorize: use 303 See Other instead of default 307, which
preserved POST method and caused Claude's callback to return 405
- SendInvoiceDialog: close dialog and show toast after email send
instead of leaving a success message that requires manual close
- BankDetailsSetupDialog: omit empty fields from payload instead of
sending null, which fails Zod validation on non-nullable schema fields
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* refactor: remove dead sentMessage state and fix stale comment
Remove sentMessage state, its success banner JSX, and the CheckCircle2
import — all unreachable after the dialog now auto-closes on email send.
Fix stale "to null" comment in BankDetailsSetupDialog.
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: always use business PSU type for bank connections
EF (sole trader) users connecting to Nordea got personal accounts
because psu_type was set to 'personal' based on entity_type. Since
gnubok is accounting software, all bank connections should use
'business' PSU type regardless of entity type.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: document inbox extension with AI classification
Add invoice-inbox extension for email-based document processing with
AI-powered classification, supplier matching, and inbox management.
Includes MCP tools for document upload/listing, migration, and
supporting changes across document service, API keys, and banking.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: disable invoice-inbox extension, use dynamic import in MCP server
Keep invoice-inbox out of extensions.config.json until ready for
production. MCP server now dynamically imports classifyDocument to
avoid breaking when the extension is disabled.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: correct file size error message in invoice-inbox upload
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: sanitize document filenames and add server-side upload validation
Filenames with spaces or non-ASCII characters (e.g. Swedish ö, ä, å) caused
Supabase Storage to reject uploads with "Invalid key". This adds filename
sanitization, server-side size/type validation on both upload routes, and
fixes a duplicate-filename race condition in the upload UI.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: require MIME type and handle empty sanitized filenames
Address review feedback:
- MIME type check now rejects files with missing/empty Content-Type
instead of silently allowing them through
- Fallback to 'file' when sanitized base is empty (e.g. ööö.pdf)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
90 days missed transactions from late December for users connecting
in early April.
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: always use business PSU type for bank connections
EF (sole trader) users connecting to Nordea got personal accounts
because psu_type was set to 'personal' based on entity_type. Since
gnubok is accounting software, all bank connections should use
'business' PSU type regardless of entity type.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: remove stale companySettings reference from log
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: redirect bank OAuth callback to /settings/banking
The callback was redirecting to /settings which immediately redirects to
/settings/company, dropping the bank_connected and connection_id query
params. The auto-sync code that triggers the initial 90-day transaction
fetch lives in /settings/banking and never received the params.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* test: add coverage for invalid_code_format redirect path
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: use range overlap for duplicate period check (BFL 4:1 compliance)
The period duplicate check used exact-match on fiscal_year_start/end, missing
overlapping periods (e.g., partial-year file vs full-year import). Now uses
standard interval overlap test (start <= other_end AND end >= other_start).
Updated Swedish error messages to reflect overlap semantics.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: align JSDoc citation to BFL 4:1 for period overlap check
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: catch duplicate SIE import early with clear error message
- Add duplicate check in execute route before doing any work (defense in depth)
- Handle duplicate error from execute route in frontend
- Show "Filen har redan importerats" heading instead of generic "Kunde inte läsa filen"
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: catch duplicate SIE import early and batch account creation for performance
- Add duplicate check in execute route before doing any work (defense in depth)
- Handle duplicate error from execute route in frontend with clear Swedish message
- Replace sequential ensureAccountExists loop (50-100 DB round trips) with single
batch SELECT + batch INSERT — reduces import time from 3+ min to seconds
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: update mappings optimistically after creating missing accounts
Previously re-parsed the SIE file after account creation, which could fail
with a 409 duplicate error (leaving the "create accounts" card stuck).
Now optimistically marks created accounts as self-mapped and updates the
preview stats immediately.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address Greptile P2 feedback — error handling and typed errorType prop
- Check batch insert error in executeSIEImport account creation safety net
- Replace brittle string-match error detection with typed errorType prop
- Remove stale file dependency from handleCreateAccounts useCallback
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: 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>
* fix: improve date filter UX with partial dates and Apply button (GNU-18)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: enhance banking settings with connection handling and integrity checks
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Replace === with crypto.timingSafeEqual in all 7 cron routes via shared lib/auth/cron.ts
- Add in-memory rate limiting (60 req/min) and expires_at support to calendar feed
- Add exponential backoff on MFA verify after 3 failed attempts
- Add 60s cooldown on password reset requests
- Validate bank callback auth code format before API call
- Redact session IDs from bank sync and callback logs
- Validate OAuth redirect_uris against allowlist (claude.ai, claude.com, localhost)
- Remove excessive PII/debug console logging from login page
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: soften button system with refined primary color (GNU-6)
Replace near-black primary with a lighter dark charcoal (210 5% 25%),
add subtle shadows to solid buttons, and unify border-radius across
all button sizes.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add scout-design skill for design auditing and improvement tracking
---------
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>
* feat: add support contact links and improve SIE import UX
Add a SupportLink component with a contact dialog throughout the app
(nav, help page, settings, MFA, error pages, empty states). Improve
SIE import flow with phased loading states, structured skip breakdowns,
and an elapsed-time counter. Fix MFA enroll stale factor cleanup and
URL encoding for settings return path.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address PR review — open redirect, XSS, test cleanup, fallback email
- Validate returnTo is a relative path in MFA enroll (prevents open redirect)
- Add afterEach import to event-log-handler tests (fixes handler leak)
- HTML-escape user-supplied subject and message in support email body
- Replace hardcoded personal email with support@gnubok.se fallback
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: move bank details from onboarding to first invoice creation
Bank details (account, bankgiro, invoice prefix) are now collected
contextually when the user creates their first invoice, rather than
during onboarding where most users skip them. This ensures invoices
always have payment information on the PDF.
- Remove onboarding step 5 (bank details), simplify to 4 steps
- Delete Step6ConnectBank component
- Add BankDetailsSetupDialog with bank account, bankgiro (Luhn),
IBAN/BIC (collapsible), and invoice prefix fields
- Intercept at "Granska & skapa" for invoice document type only
(proforma and delivery notes pass through without bank details)
- Show soft info banner on invoice form when bank details are missing
- Add controlled mode (value/onChange) to BankNameCombobox for reuse
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address PR review — null-check race, escape key, starting number
- Fix P1: use `hasBankDetails === false` instead of `!hasBankDetails`
to avoid treating null (loading) state as missing bank details
- Fix P2: remove onEscapeKeyDown override so keyboard users can
dismiss the dialog (WCAG AA compliance)
- Add starting invoice number field alongside prefix, so users can
choose e.g. starting at 14 instead of 1
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: skip auto-categorization during bank sync when SIE overlap detected
Prevents double-booking when bank transactions are synced for a period
that already has journal entries from a SIE import. Reconciliation still
links transactions to existing GL lines; only new journal entry creation
is suppressed. A batch reconciliation sweep runs post-sync to catch
additional matches.
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: enhance import page UI with improved card layout and new icons
* feat: update NewUserChecklist for improved onboarding experience with revised text and enhanced layout
* feat: add read/write scopes to API keys
API keys now require explicit scopes (e.g. transactions:read,
invoices:write) instead of having implicit full access. The create
dialog shows grouped checkboxes per domain with read/write split.
Legacy keys with null scopes default to read-only. MCP tools/list
is filtered by scope and tools/call rejects unauthorized calls.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* Enhance API key scopes with suppliers and update descriptions for better clarity
* fix: drop function before recreating with changed return type
PostgreSQL cannot change return type via CREATE OR REPLACE.
Drop the existing function first to avoid SQLSTATE 42P13.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: add new migration to drop and recreate function with scopes return type
The original migration was already applied, so a new migration is needed
to DROP the function first before recreating with the updated return type.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: add DROP FUNCTION to original migration, remove redundant fix migration
Preview branches replay all migrations from scratch. The original migration
must DROP the function before recreating it with a changed return type,
otherwise PostgreSQL rejects the CREATE OR REPLACE. The separate fix
migration is no longer needed.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: rename migration to avoid duplicate version in schema_migrations
Version 20260325120000 is already recorded in the preview DB from a
prior failed apply. Renaming to 20260326130000 so Supabase treats it
as a new migration.
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>
* feat: add support contact links and improve SIE import UX
Add a SupportLink component with a contact dialog throughout the app
(nav, help page, settings, MFA, error pages, empty states). Improve
SIE import flow with phased loading states, structured skip breakdowns,
and an elapsed-time counter. Fix MFA enroll stale factor cleanup and
URL encoding for settings return path.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address PR review — open redirect, XSS, test cleanup, fallback email
- Validate returnTo is a relative path in MFA enroll (prevents open redirect)
- Add afterEach import to event-log-handler tests (fixes handler leak)
- HTML-escape user-supplied subject and message in support email body
- Replace hardcoded personal email with support@gnubok.se fallback
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>
Adds ~15 new MCP tools covering invoice operations (send, mark paid, mark sent,
match to transaction), supplier queries, counterparty template suggestions,
chart of accounts, balance sheet, general ledger, AR/AP ledgers, fiscal periods,
and bank reconciliation status. Updates server instructions to reflect expanded scope.
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: display invoice references as tags instead of plain text
Replace the single-line text input for "Er referens" with a tag-style
input that lets users add/remove individual references as chips. Updates
the detail page, review modal, and PDF template to render comma-separated
references as wrapped badge/tag elements instead of a single string.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* Fixed our reference field
---------
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>
* 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>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* Transaction updates. Email updates. Bookkeeping updates.
* Added email confirmation box
* Update components/invoices/SendInvoiceDialog.tsx
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
* Update app/(dashboard)/invoices/[id]/page.tsx
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
* fix: restore deleted useEffect and remove stray JSX closing tag
The SendInvoiceDialog useEffect body was accidentally removed in e32c9b3,
leaving only the dependency array. Also removes a stray `/>` in the
invoice detail page that broke the Turbopack build.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Enable clicking account rows in Trial Balance, Income Statement, and
Balance Sheet to navigate to the Huvudbok filtered to that account.
Voucher numbers in the Huvudbok now link to the journal entry detail
page. Breadcrumb trail supports tracing back through the navigation
chain.
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Enable clicking account rows in Trial Balance, Income Statement, and
Balance Sheet to navigate to the Huvudbok filtered to that account.
Voucher numbers in the Huvudbok now link to the journal entry detail
page. Breadcrumb trail supports tracing back through the navigation
chain.
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: allow scrolling in QuickReviewDialog when content overflows viewport
The dialog had no max-height or overflow handling, so tall content (e.g.
extern representation with warnings + journal preview) was clipped with
no way to scroll.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add detailed error logging to Enable Banking integration
Adds structured console logging with full context (status codes,
response bodies, connection IDs, account UIDs, stack traces) to all
Enable Banking operations: connect, callback, sync, disconnect,
and the API client retry/error paths.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add detailed error logging to login and register flows
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: implement KPI settings management with preferences and dynamic KPI display
---------
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>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
The dialog had no max-height or overflow handling, so tall content (e.g.
extern representation with warnings + journal preview) was clipped with
no way to scroll.
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: resolve BFL compliance violations in general ledger and trial balance
Fix two compliance violations and a pre-existing double-counting bug:
1. .in(entryIds) truncation (BFL 5:2 completeness) — general-ledger.ts and
journal-register.ts used .in() with dynamic ID arrays that silently
truncate at ~1000 rows. Migrated to joined queries with fetchAllRows
pagination, matching the pattern already used by trial-balance.ts.
2. Trial balance missing IB columns (BFNAR 2013:2) — opening_debit and
opening_credit were hardcoded to 0. Now computed from the
opening_balance_entry (set by year-end closing) or by summing prior-
period entries as a fallback.
3. Double-counting after year-end closing — the opening_balance_entry's
lines were counted as both IB and period activity. Now excluded from
period queries via .neq() when the OB entry exists.
Extracted shared getOpeningBalances() helper used by both trial balance
and general ledger. Refactored test mocks from positional arrays to
table-keyed queues for readability.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: add pagination and user_id filter to OB entry query
Address review feedback: the obEntryId fast path in getOpeningBalances
used a bare single-shot query without fetchAllRows (inconsistent with
the PR's truncation fix) and lacked the user_id defense-in-depth
filter required by CLAUDE.md guidelines.
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: remove gnubok_categorize_with_receipt tool
The tool requires Claude to generate the entire base64-encoded file as
tool arguments token-by-token, which is extremely slow for large PDFs.
Receipt attachment should happen via the widget (where JavaScript
handles encoding) or through the web app.
The receipt matcher widget and gnubok_receipt_matcher tool remain —
they provide the intended UX for matching receipts to transactions.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: update widget to call gnubok_categorize_transaction
The widget was still calling the removed gnubok_categorize_with_receipt
tool. Updated to call gnubok_categorize_transaction instead (text-only,
no file upload). Receipt attachment via the widget is deferred to a
future iteration.
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: use caller's supabase client in ensureDocumentsBucket
The bucket check was creating its own cookie-dependent service client
via createServiceClient(), which calls `await cookies()`. This hangs
in API-key auth contexts (MCP server) where no cookie store exists.
Now uses the caller's supabase client instead — both uploadDocument()
and createNewVersion() already receive a service-role client. Removes
the unused createServiceClient import.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: use cookieless service client in ensureDocumentsBucket
ensureDocumentsBucket() needs a service-role client for storage admin
operations (getBucket/createBucket). Previously it used createServiceClient()
which calls `await cookies()` — this hangs in API-key auth contexts
(e.g. MCP server) where no cookie store exists.
Now uses createServiceClientNoCookies() internally, which provides a
service-role client without cookie dependency. This is correct for all
callers: both web API routes (which pass user-level clients) and the
MCP server (which passes a cookieless service client) — bucket admin
always requires service-role regardless of the caller's auth context.
Also cleans up stale test mock that referenced the removed import.
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 MCP Apps receipt matcher widget for inline receipt-to-transaction matching
Adds an interactive HTML widget that renders inline in Claude Desktop via MCP Apps
(SEP-1865), letting users drag receipts onto uncategorized transactions to categorize,
book, and attach documents in one flow without leaving the conversation.
- Extract categorizeTransactionCore() shared by both categorization tools
- Add gnubok_receipt_matcher tool with _meta.ui for MCP Apps widget rendering
- Add gnubok_categorize_with_receipt tool (categorize + upload document)
- Add resources/list and resources/read protocol handlers
- Self-contained widget HTML with MCP Apps bridge, drag-and-drop, client-side resize
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address review feedback — buffer slice, MIME type, HTML escaping
- Fix Buffer.buffer slab pool issue: slice to exact byte range to avoid
corrupted uploads for small files (≤4096 bytes)
- Update MIME type to image/jpeg after canvas re-encode (was keeping
original file.type, causing content-type mismatch in DB)
- Escape tx.date through esc() for consistent innerHTML sanitization
- Remove unused `reset` variable in tests
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: trial balance silently truncated at 1000 entries, rename /nyckeltal to /kpi
Trial balance bug:
- The old implementation fetched journal entry IDs (capped at 1000 by
Supabase default limit), then queried lines via .in(entryIds) which
also hit URL length limits with large arrays of UUIDs.
- SIE imports create thousands of entries → KPIs showed zero.
- Replaced with a single joined query (journal_entry_lines → journal_entries)
using fetchAllRows() pagination. No row limit, no URL length issue.
- Removed the non-existent generate_trial_balance RPC call.
Page rename:
- /nyckeltal → /kpi (CLAUDE.md: all code in English)
- Nav label stays "Nyckeltal" (user-facing Swedish UI)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: select filtered columns in joined query, rename component, add redirect
- Select user_id/fiscal_period_id/status from journal_entries!inner()
so PostgREST applies embedded filters reliably (defense in depth)
- Rename NyckeltalPage → KpiPage per English code convention
- Add permanent /nyckeltal → /kpi redirect for existing bookmarks
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 gnubok-mcp npm package for Claude Desktop
Published as gnubok-mcp@1.0.0 on npm. Users configure Claude Desktop
with `npx gnubok-mcp` + their API key. Zero dependencies, 1.3 KB.
Works as a stdio-to-HTTP bridge while Claude Desktop's OAuth connector
feature is in beta. Updated settings panel instructions to show the
npx approach instead of the OAuth connector flow.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: harden gnubok-mcp bridge (v1.0.1)
- Rename URL → MCP_URL to avoid shadowing built-in URL constructor
- Wrap non-2xx responses in JSON-RPC error instead of forwarding raw
HTTP body (prevents CDN HTML pages from corrupting stdio stream)
- Restore select-all on Claude Desktop config snippet
Published as gnubok-mcp@1.0.1.
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: broaden OAuth redirect_uri allowlist for Claude Desktop
Claude Desktop uses varying callback paths (with org/connector IDs),
not a single fixed callback URL. Allow any path under claude.ai and
claude.com instead of requiring an exact match.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: tighten redirect_uri allowlist to /api/ prefix only
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
The .well-known/oauth-protected-resource and oauth-authorization-server
routes were caught by the auth middleware and redirected to /login,
preventing Claude Desktop from discovering the OAuth endpoints.
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: return 202 for MCP notifications and echo client protocol version
- notifications/initialized returns 202 Accepted per MCP Streamable
HTTP spec (was 204 which may prevent tool discovery)
- Echo client's protocolVersion in initialize response
- Add instructions field for server description
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: validate protocol version and handle notifications pre-auth
- Validate protocolVersion against supported set instead of blindly
echoing (prevents false protocol agreement with unknown versions)
- Handle notifications/initialized before auth check so fire-and-forget
notifications don't get 401 responses that confuse MCP clients
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: return plain 401 for MCP OAuth discovery and harden auth flow
- Return plain HTTP 401 with WWW-Authenticate header (no JSON-RPC body)
so Claude Desktop's MCP client can trigger OAuth discovery correctly
- Remove unused apiKey import from authorize route
- Remove stale codeChallengeMethod parameter from oauth-codes
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: add Retry-After header to 429 rate limit response
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Jakob Wennberg