e2d9c8bb85bed0626df73fb828fdcb995d8a8cfe
12 Commits
| Author | SHA1 | Message | Date | |
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 Jakob Wennberg
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197beb1c58 |
feat: expand tax settings form, refactor settings save flow, and update docs (#159)
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> |
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Jakob Wennberg
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d0b3f21bde |
feat: remove AI extensions, restructure settings, and add atomic voucher commits (#157)
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> |
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Jakob Wennberg
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e89f2c402d |
feat: complete multi-tenant refactor + settings validation + fiscal period API (#156)
* 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> |
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Mattsson
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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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Mattsson
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bb473e2c57 |
Worktree api key scopes (#139)
* 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> |
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Jakob Wennberg
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d9c95a7b59 |
feat: counterparty templates with multi-line patterns, batch matching, and settings cleanup (#118)
* 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> |
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Jakob Wennberg
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5d66dd6bfc |
feat: MCP server, API keys, OAuth, and KPI dashboard (#72)
* fix: prevent Chrome auto-translate from crashing React during onboarding
Chrome auto-translate modifies DOM text nodes when it detects a Swedish
page (lang="sv") in a browser set to English. React does not expect
external DOM mutations and throws, crashing the entire component tree
into global-error.tsx on every step transition.
Add translate="no" and <meta name="google" content="notranslate"> to
suppress browser translation. Also fix timezone-unsafe date parsing in
fiscal period validation (new Date("YYYY-MM-DD") + getDate() returns
local-timezone values, shifting dates by -1 day in Western timezones).
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: add notranslate meta tag to global-error.tsx for consistency
Per review feedback — global-error.tsx renders its own <html> document,
so it needs the same <meta name="google" content="notranslate"> tag as
layout.tsx to fully suppress Chrome translation on error pages.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add MCP server extension with OAuth, API keys, and KPI dashboard
Let users do bookkeeping through Claude Desktop, Claude Code, or any
MCP-compatible client. "Show my uncategorized transactions." "Book that
as office supplies." "Invoice Acme for 15,000 kr."
MCP server (extension):
- 10 tools: transactions, categorization, customers, invoices,
trial balance, VAT report, KPI report, income statement
- JSON-RPC 2.0 protocol (no SDK dependency, works in serverless)
- Tool annotations, pagination, input validation per MCP best practices
- Same engine as web UI (VAT rules, exchange rates, event emission)
API key infrastructure (core):
- api_keys table with RLS, rate limiting (100 RPM), scopes column
- Atomic rate limit via DB RPC (validate_and_increment_api_key)
- Key management API routes + settings UI panel
OAuth 2.1 for Claude Desktop connectors:
- .well-known/oauth-protected-resource + oauth-authorization-server
- Authorization endpoint with consent page
- Token endpoint with PKCE verification
- Stateless encrypted auth codes (AES-256-GCM, no DB storage)
- Dynamic client registration
KPI dashboard:
- /nyckeltal page with hero cards, operational grid, trend chart
- GET /api/reports/kpi endpoint
- Gross margin, cash position, expense ratio, avg payment days,
VAT liability, revenue/expense trend
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address OAuth security vulnerabilities from code review
Critical fixes:
- Auth code replay: Track used codes in oauth_used_codes table with
unique constraint. Codes are single-use per OAuth 2.1 §4.1.2.
- Open redirect: Validate redirect_uri against hardcoded allowlist
of known Claude callback URLs + localhost for dev.
P1 fixes:
- Move API key creation from /authorize to /token endpoint. Keys are
only created after PKCE verification, preventing orphaned keys on
abandoned OAuth flows.
- Add ensureInitialized() to MCP server so event handlers load and
transaction.categorized events reach extensions.
P2 fixes:
- Remove 'plain' from PKCE methods — only S256 is advertised and
accepted.
- Fix extension count in sectors test (10 → 11 for mcp-server).
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: remove duplicate ensureInitialized() that caused circular import
The extension router (ext/[...path]/route.ts) already calls
ensureInitialized() before dispatching to handlers. The duplicate
call in server.ts created a circular import that Turbopack couldn't
resolve, breaking the Vercel build.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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Jakob Wennberg
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66a4027f1e |
feat: BAS data overhaul, currency revaluation, expenses, UI polish, and cleanup
- 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> |
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Jakob Wennberg
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acb85edf4a |
feat: wire Zod validation into API routes, improve types and components
- Add 8 new Zod schemas (UpdateCustomer, UpdateSupplier, UpdateSupplierInvoice, UpdateAccount, BankUnlink, RunReconciliation, CorrectJournalEntry, EvaluateMappingRules) and wire validateBody() into 24 JSON-body API routes - Remove redundant manual validation checks replaced by Zod - Add comprehensive schema tests (222 tests) - Improve type definitions in types/index.ts with expanded interfaces - Refactor extension types (push-notifications, receipt-ocr) for cleaner imports - Update transaction components (BatchCategorySelector, SwipeCategorizationView, QuickReviewDialog, VatTreatmentSelect) and invoice inbox workspace - Add invoice-inbox utilities and type decoupling tests - Fix NE-bilaga, SRU export, and invoice PDF template type usage - Update CLAUDE.md with expanded architecture documentation Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Jakob Wennberg
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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> |
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Jakob Wennberg
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0aecf5b41c |
Refactor to generic ERP base
Remove influencer-specific features (campaigns, TikTok, gifts, shadow ledger, contracts, briefings) and consolidate into a clean ERP foundation with core bookkeeping, invoicing, receipts, tax reporting, and calendar functionality. Reorganize database migrations into a clean numbered sequence. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Jakob Wennberg
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a25d10a528 | Initial copy from influencer-biz |