Commit Graph

14 Commits

Author SHA1 Message Date
Jakob Wennberg c4a6d16e94 feat: document inbox + fix MCP pending operations user_id (#172)
* 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>

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Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-03 16:45:17 +02:00
Jakob Wennberg 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>
2026-04-01 17:08:00 +02:00
Jakob Wennberg f3ec634a46 feat: open-source under AGPL-3.0, redesign UI to grayscale palette, add uncategorize API, fix VAT account names
Add LICENSE (AGPL-3.0-or-later), CONTRIBUTING.md, SECURITY.md, DCO, and NOTICE files.
Rewrite README for open-source audience with self-hosting instructions.
Redesign color palette to grayscale chrome theme across all components.
Add transaction uncategorize API route with tests.
Fix VAT account name mismatches in migration 052.
Improve import page with SIE file support and loading skeleton.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-05 18:18:11 +01:00
Jakob Wennberg 29240738fa feat: add INK2 declaration, full archive export, AI consent gate, fix VAT declaration rutor
- Fix VAT declaration ruta mappings to match SKV 4700 form correctly
  (ruta 05 = total taxable sales, ruta 10/11/12 = output VAT per rate)
- Add INK2 declaration report for aktiebolag with SRU export
- Add full archive ZIP export for 7-year retention compliance
- Add AI consent gate requiring user approval before AI extension API calls
- Add DPA and privacy policy public pages
- Add audit trail API routes
- Update VAT registration threshold from 80k to 120k kr in onboarding
- Update CLAUDE.md documentation

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-05 14:20:47 +01:00
Jakob Wennberg 13725ffc16 feat: production readiness — 3-extension deploy with security hardening and observability
- Strip extensions to enable-banking, ai-categorization, ai-chat only
- Remove push-notifications cron from vercel.json
- Add security headers (HSTS, CSP, X-Frame-Options, Permissions-Policy)
- Add /api/health endpoint for uptime monitoring
- Add env var validation in ensureInitialized()
- Fix SIE4 #IB opening balance records from year-end closing entry
- Replace in-memory ai-chat rate limiter with Supabase-backed distributed rate limiting
- Add Sentry error tracking scaffolding (@sentry/nextjs, instrumentation hook)
- Add AI token usage tracking (migration 047, usage-tracker, wired into both AI extensions)
- Include pending enable-banking and dashboard improvements

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-02 11:32:43 +01:00
Jakob Wennberg 547fd053ec feat: AI chat now more accurate, has access to data from user, and can generate graphs, charts etc 2026-02-27 08:48:28 +01:00
Jakob Wennberg 3f255ea201 refactor: consolidate AI analyzers into shared lib/ai module and add journal entry reversal columns
Extract shared vision/document analysis logic into lib/ai (vision-client, document-analyzer,
image preprocessing, validation helpers), simplifying invoice-analyzer, receipt-analyzer, and
document classifier. Add migration 046 for journal entry reversal/correction link columns
(reversed_by_id, reverses_id, correction_of_id) required by storno service. Update extension
components and shared UI.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-26 17:14:44 +01:00
Jakob Wennberg 03b569d708 refactor: consolidate extension system to general-only with manifest-driven architecture
- Remove all sector-specific extensions (construction, ecommerce, export,
  hotel, restaurant, tech) — only general-purpose extensions remain
- Move NE-bilaga and SRU export from extensions to core reports (lib/reports/)
- Move moms-box-mapping from extensions/export/shared to lib/vat/
- Replace per-extension API routes with catch-all dispatcher
  (app/api/extensions/ext/[...path]/route.ts)
- Add manifest.json for each extension with metadata, env vars, and deps
- Add api-routes.ts pattern for extension-defined API endpoints
- Add code generation scripts (generate-extension-registry, create-extension)
- Add extensions.config.json for opt-in extension loading
- Add extensions.schema.json for config validation
- Add email service interface with noop default (lib/email/service.ts)
- Add CI workflow (core-build.yml) to verify core builds with zero extensions
- Add migration 045: expand account_type CHECK for untaxed_reserves
- Update CLAUDE.md with comprehensive extension system documentation
- Update all report engines and bookkeeping services for new imports
- Clean up extensions.schema.json to only list existing extensions

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-26 14:32:56 +01:00
Emil 36f5f7759a Minor fix 2026-02-23 13:00:42 +01:00
Jakob Wennberg 59d935f2cc Invoice fix and new inbound invoice extension etc 2026-02-21 17:41:14 +01:00
Emil 6a5b2b7792 feat: overhaul all 12 sector extensions with full CRUD, validation, and tests
Add shared components (ConfirmDeleteDialog, EditEntryDialog, validation utils),
enhance all 12 extension workspaces with edit/delete dialogs, input validation,
period comparisons, and new analytics features. Fix critical bugs in
ProjectBilling margin calculation and EarningsPerLiter revenue allocation.
Add pure calculation modules with 183 new tests across all extensions.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-21 15:21:49 +01:00
Jakob Wennberg cdf1dcc4c8 New Base func 2026-02-19 09:48:02 +01:00
Jakob Wennberg 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>
2026-02-13 15:39:13 +01:00
Jakob Wennberg a25d10a528 Initial copy from influencer-biz 2026-02-13 14:00:46 +01:00