* fix: enhance validation for moms_period and conditionally set vat_number and moms_period based on vat_registered
* Enhance preprocessing for first year fields, fiscal year end month, and accounting method in schema validation
* fix: simplify schema validation by removing unnecessary preprocessors
* fix: prevent setting invalid values in select components across multiple forms
* fix: improve layout responsiveness and conditional rendering in onboarding steps
* fix: include reversed entries in all reports (general ledger, trial balance, VAT, SIE, NE, INK2)
Reversed entries (storno) must appear alongside their original posted entries
in reports for a complete audit trail. Previously, filtering by status='posted'
excluded them, causing discrepancies when corrections had been made.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: semi-manual invoice payment booking with editable journal lines
When marking an invoice as paid, users now see a dialog where they can:
- Choose which bank/cash account the payment goes to (1910, 1920, 1930, etc.)
- Review and edit the proposed journal entry lines before committing
- The happy path remains fast — lines are pre-filled correctly
Implementation:
- Pure proposePaymentLines() function for line computation (accrual + cash)
- PaymentBookingDialog with AccountCombobox, balance validation, date picker
- API accepts optional custom lines, falls back to auto-generation without them
- 18 tests (8 unit + 10 API) all passing
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address Greptile review — validation fallback, balance check, error handling
- P1: Return 400 on invalid body instead of silently falling back to
auto-generated lines (split JSON parse from schema validation)
- P1: Add server-side balance check for custom lines before committing
(debit must equal credit, totalDebit > 0)
- P2: Wrap PaymentBookingDialog init() in try/catch with toast on
failure and auto-close instead of silent empty state
- Add 2 new tests: unbalanced lines → 400, invalid schema → 400
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* 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>
* feat: comprehensive UI design audit and normalization
Dashboard audit:
- Fix muted-foreground contrast (4.31:1 → 5.08:1) for WCAG AA
- Add prefers-reduced-motion media query for all animations
- Replace border-l-2 accent anti-pattern with subtle full-border colors
- Add aria-expanded to toggle buttons, role="status" to live counters
- Fix touch targets on deadline buttons (28px → 36px)
- Vary section spacing for rhythm (mb-12/mb-10/mb-8)
- Remove unused imports and dead code
Transactions audit + hardening:
- Add pagination (200 per page) with "Ladda fler" button
- Replace height animation with transform-only exit animation
- Show batch progress in floating action bar during processing
- Fix batch bar mobile overlap (bottom-20 on mobile)
- Replace clickable badges with proper button elements
- Add safe area padding to fullscreen swipe view
- Add response.ok check to suggestion fetch
- Add truncation to invoice number buttons
Invoicing audit:
- Remove border-l-4 accent pattern from invoice cards
- Replace string concatenation with cn() utility
Systemic sweep (34 files):
- All page headings: font-bold → font-display font-medium (Fraunces)
- All stat numbers: font-bold → font-display font-medium tabular-nums
- All hard-coded blue/amber/emerald colors → design tokens
- Remove all dark mode overrides (tokens handle automatically)
- Tint pure white card background to 99%
Design context added to CLAUDE.md with brand personality,
aesthetic direction, and 5 design principles.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: bookkeeping flow audit — design system, accessibility, UX
- Replace raw <select> with shadcn Select component (JournalEntryForm)
- Add confirmation dialog for account deletion (ChartOfAccountsManager)
- Remove console.error from production code (JournalEntryList, JournalEntryForm)
- Fix contradictory h-7/min-h-[44px] button sizing → h-10 (ChartOfAccountsManager)
- Increase BAS catalog "Lägg till" touch target h-7 → h-9
- Improve loading state with spinner (JournalEntryList)
- Improve empty state with icon, description, and guidance (JournalEntryList)
- Add response.ok check on journal entry fetch
- Add aria-expanded to entry expand buttons
- Add tabular-nums to desktop debit/credit columns
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: onboarding and empty state improvements
Onboarding:
- Replace font-serif with font-display (Fraunces) for brand consistency
- Remove console.error calls from production code
Empty states:
- Fix broken /transactions/new link in EmptyTransactions (route doesn't exist)
- Add actionHref fallback to EmptyCustomers when no onAction prop provided
- Improve EmptyTransactions description copy
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: clarify Swedish UX copy — terminology, errors, descriptions
Terminology consistency:
- "Försenad" → "Förfallen" for overdue invoices (customers/[id])
- "bokföringsorder" → actionable description in bookkeeping page
- "verifikation har bifogats" → "underlag har bifogats" in doc warning
- "Fortsätt ändå" → "Bokför utan underlag" (specific action)
Error messages — replace generic "Fel" + "Något gick fel" with specific:
- "Något gick fel vid bokföring" → "Transaktionen kunde inte bokföras"
- "Något gick fel vid matchning" → "Transaktionen kunde inte matchas"
- "Kunde inte hämta X" → "Kunde inte ladda X" + recovery hint
- Add "Försök igen" guidance to all error toasts
Page descriptions — replace redundant with actionable:
- Invoices: "Skapa och hantera" → "Skicka, följ betalningar, skapa kreditnotor"
- Bookkeeping: list of features → actionable description
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: design critique — dashboard affordance, reports description
Dashboard:
- Add ChevronRight indicator to clickable summary cards
(Att få betalt, Koppla bank) to distinguish from static cards
- Add cursor-pointer to linked cards
Reports:
- Replace feature list description with actionable guidance
"Huvudbok, grundbok..." → "Generera skattedeklarationer..."
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: replace generic "Fel" error toasts with specific messages
Deadlines: 5 generic "Fel" → specific per-action titles
(create, toggle, edit, delete, load)
Expenses detail: 5 generic "Fel" → specific per-action titles
(load, approve, pay, credit, delete)
Expenses new: 3 generic "Fel" → instructional validation messages
(supplier name, supplier selection, invoice number)
Customers: 1 generic "Fel" → specific load error with recovery hint
All error toasts now follow pattern:
title = what failed, description = how to recover
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: replace all remaining generic "Fel" error toasts (37 instances)
Systematic sweep across 12 dashboard pages replacing generic
title: 'Fel' with context-specific error titles:
- Load errors: "Kunde inte ladda [resurs]"
- Action errors: "[Åtgärd] misslyckades"
- Validation: "[Fält] saknas"
Every error toast now tells the user what failed without needing
to read the description. Recovery hints added where missing.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: import flow — normalize stat typography, remove console.warn
- Replace font-bold with font-display font-medium on 13 stat numbers
across SIEPreviewStep, BankFilePreviewStep, BankFileConfirmStep,
ImportResultStep (missed by systemic sweep since these are in
components/import/, not app/(dashboard)/)
- Add tabular-nums to stat numbers displaying counts/currency
- Remove console.warn in ArcimMigrationWorkspace
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: final cleanup — console statements, remaining font-bold stats
Remove production console statements:
- Step1EntityType: remove debug console.warn (dead code after onNext)
- TransactionBookingDialog: remove console.error on doc link failure
- JournalEntryAttachments: remove 3 console.error calls
Normalize remaining font-bold stat displays:
- SwipeCategorizationView: 3 instances (completion, amount displays)
- NEDeclarationView: yearly result heading + value
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address Greptile review feedback
loadMoreTransactions: add inbox item enrichment matching fetchTransactions
- Paginated transactions now fetch invoice_inbox_items in parallel
- Fixes missing document indicator, template suggestions, and inbox
match card for transactions loaded via "Ladda fler"
fetchAllPages: add maxPages guard (default 500) to prevent infinite loop
- If Arcim gateway returns hasMore:true indefinitely, the loop now
exits after 500 pages instead of running forever
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* docs: minimize CLAUDE.md — remove derivable content, fix stale data
Remove ~230 lines (51% reduction) of content that duplicates what's
already in the source code (directory tree, function tables, type
definitions, migration lists). Update migration count (63→65), add
missing test helpers, fix cron job list. Keep all high-value sections:
accounting guard rails, BAS accounts, VAT rutor, design context.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: enable banking hardening, arcim entity inference, SIE import fixes, and onboarding improvements
- Enable Banking: OAuth CSRF state tokens, JWT caching, retry with timeouts, raw PSD2 response archival (BFL 7 kap), expired/error connection UI, consent expiry notifications, pagination safety limits
- Arcim migration: Smarter entity type inference from org numbers, VAT prefixes, company name suffixes (GmbH, Ltd, etc.), and country codes
- SIE import: Parser and import fixes with new migration
- BAS accounts: Added vehicle accounts (1241, 1242, 1249, 1259)
- Dashboard: New SIE import and stale uncategorized transaction queries
- Onboarding: Enhanced NewUserChecklist
- Period service: Improvements with updated tests
- Transaction ingest: Updated logic and tests
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address Greptile review — credit note type, EU country codes, notification thresholds, migration timestamps
- Fix dead ternary: credit notes now correctly stored as 'credit_note' instead of 'invoice'
- Add 'GR' (Greece ISO 3166-1) to EU_COUNTRIES alongside 'EL' (VAT prefix)
- Fix consent notification condition: fire at exactly 7 days or ≤3 days, not every day in 7-day window
- Deduplicate migration timestamps: rename SIE migration to 20260316120100
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: resolve SIE import 504 timeout and clean up migration preview
Add maxDuration=300 to extension catch-all and SIE execute routes so
large imports don't hit Vercel's default timeout. Add 120s AbortController
to Arcim gateway client. Remove empty company info fields from migration
preview step — only show SIE stats.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address Greptile review — retriedBatches overcounting, BankConnection type safety
- retriedBatches now counts distinct batches that needed retries, not
individual retry attempts across both header and line insert loops
- Add error_message to BankConnection type, remove unsafe cast
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
* 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>
* feat: comprehensive UI design audit and normalization
Dashboard audit:
- Fix muted-foreground contrast (4.31:1 → 5.08:1) for WCAG AA
- Add prefers-reduced-motion media query for all animations
- Replace border-l-2 accent anti-pattern with subtle full-border colors
- Add aria-expanded to toggle buttons, role="status" to live counters
- Fix touch targets on deadline buttons (28px → 36px)
- Vary section spacing for rhythm (mb-12/mb-10/mb-8)
- Remove unused imports and dead code
Transactions audit + hardening:
- Add pagination (200 per page) with "Ladda fler" button
- Replace height animation with transform-only exit animation
- Show batch progress in floating action bar during processing
- Fix batch bar mobile overlap (bottom-20 on mobile)
- Replace clickable badges with proper button elements
- Add safe area padding to fullscreen swipe view
- Add response.ok check to suggestion fetch
- Add truncation to invoice number buttons
Invoicing audit:
- Remove border-l-4 accent pattern from invoice cards
- Replace string concatenation with cn() utility
Systemic sweep (34 files):
- All page headings: font-bold → font-display font-medium (Fraunces)
- All stat numbers: font-bold → font-display font-medium tabular-nums
- All hard-coded blue/amber/emerald colors → design tokens
- Remove all dark mode overrides (tokens handle automatically)
- Tint pure white card background to 99%
Design context added to CLAUDE.md with brand personality,
aesthetic direction, and 5 design principles.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: bookkeeping flow audit — design system, accessibility, UX
- Replace raw <select> with shadcn Select component (JournalEntryForm)
- Add confirmation dialog for account deletion (ChartOfAccountsManager)
- Remove console.error from production code (JournalEntryList, JournalEntryForm)
- Fix contradictory h-7/min-h-[44px] button sizing → h-10 (ChartOfAccountsManager)
- Increase BAS catalog "Lägg till" touch target h-7 → h-9
- Improve loading state with spinner (JournalEntryList)
- Improve empty state with icon, description, and guidance (JournalEntryList)
- Add response.ok check on journal entry fetch
- Add aria-expanded to entry expand buttons
- Add tabular-nums to desktop debit/credit columns
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: onboarding and empty state improvements
Onboarding:
- Replace font-serif with font-display (Fraunces) for brand consistency
- Remove console.error calls from production code
Empty states:
- Fix broken /transactions/new link in EmptyTransactions (route doesn't exist)
- Add actionHref fallback to EmptyCustomers when no onAction prop provided
- Improve EmptyTransactions description copy
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: clarify Swedish UX copy — terminology, errors, descriptions
Terminology consistency:
- "Försenad" → "Förfallen" for overdue invoices (customers/[id])
- "bokföringsorder" → actionable description in bookkeeping page
- "verifikation har bifogats" → "underlag har bifogats" in doc warning
- "Fortsätt ändå" → "Bokför utan underlag" (specific action)
Error messages — replace generic "Fel" + "Något gick fel" with specific:
- "Något gick fel vid bokföring" → "Transaktionen kunde inte bokföras"
- "Något gick fel vid matchning" → "Transaktionen kunde inte matchas"
- "Kunde inte hämta X" → "Kunde inte ladda X" + recovery hint
- Add "Försök igen" guidance to all error toasts
Page descriptions — replace redundant with actionable:
- Invoices: "Skapa och hantera" → "Skicka, följ betalningar, skapa kreditnotor"
- Bookkeeping: list of features → actionable description
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: design critique — dashboard affordance, reports description
Dashboard:
- Add ChevronRight indicator to clickable summary cards
(Att få betalt, Koppla bank) to distinguish from static cards
- Add cursor-pointer to linked cards
Reports:
- Replace feature list description with actionable guidance
"Huvudbok, grundbok..." → "Generera skattedeklarationer..."
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: replace generic "Fel" error toasts with specific messages
Deadlines: 5 generic "Fel" → specific per-action titles
(create, toggle, edit, delete, load)
Expenses detail: 5 generic "Fel" → specific per-action titles
(load, approve, pay, credit, delete)
Expenses new: 3 generic "Fel" → instructional validation messages
(supplier name, supplier selection, invoice number)
Customers: 1 generic "Fel" → specific load error with recovery hint
All error toasts now follow pattern:
title = what failed, description = how to recover
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: replace all remaining generic "Fel" error toasts (37 instances)
Systematic sweep across 12 dashboard pages replacing generic
title: 'Fel' with context-specific error titles:
- Load errors: "Kunde inte ladda [resurs]"
- Action errors: "[Åtgärd] misslyckades"
- Validation: "[Fält] saknas"
Every error toast now tells the user what failed without needing
to read the description. Recovery hints added where missing.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: import flow — normalize stat typography, remove console.warn
- Replace font-bold with font-display font-medium on 13 stat numbers
across SIEPreviewStep, BankFilePreviewStep, BankFileConfirmStep,
ImportResultStep (missed by systemic sweep since these are in
components/import/, not app/(dashboard)/)
- Add tabular-nums to stat numbers displaying counts/currency
- Remove console.warn in ArcimMigrationWorkspace
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: final cleanup — console statements, remaining font-bold stats
Remove production console statements:
- Step1EntityType: remove debug console.warn (dead code after onNext)
- TransactionBookingDialog: remove console.error on doc link failure
- JournalEntryAttachments: remove 3 console.error calls
Normalize remaining font-bold stat displays:
- SwipeCategorizationView: 3 instances (completion, amount displays)
- NEDeclarationView: yearly result heading + value
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address Greptile review feedback
loadMoreTransactions: add inbox item enrichment matching fetchTransactions
- Paginated transactions now fetch invoice_inbox_items in parallel
- Fixes missing document indicator, template suggestions, and inbox
match card for transactions loaded via "Ladda fler"
fetchAllPages: add maxPages guard (default 500) to prevent infinite loop
- If Arcim gateway returns hasMore:true indefinitely, the loop now
exits after 500 pages instead of running forever
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* docs: minimize CLAUDE.md — remove derivable content, fix stale data
Remove ~230 lines (51% reduction) of content that duplicates what's
already in the source code (directory tree, function tables, type
definitions, migration lists). Update migration count (63→65), add
missing test helpers, fix cron job list. Keep all high-value sections:
accounting guard rails, BAS accounts, VAT rutor, design context.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: enable banking hardening, arcim entity inference, SIE import fixes, and onboarding improvements
- Enable Banking: OAuth CSRF state tokens, JWT caching, retry with timeouts, raw PSD2 response archival (BFL 7 kap), expired/error connection UI, consent expiry notifications, pagination safety limits
- Arcim migration: Smarter entity type inference from org numbers, VAT prefixes, company name suffixes (GmbH, Ltd, etc.), and country codes
- SIE import: Parser and import fixes with new migration
- BAS accounts: Added vehicle accounts (1241, 1242, 1249, 1259)
- Dashboard: New SIE import and stale uncategorized transaction queries
- Onboarding: Enhanced NewUserChecklist
- Period service: Improvements with updated tests
- Transaction ingest: Updated logic and tests
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address Greptile review — credit note type, EU country codes, notification thresholds, migration timestamps
- Fix dead ternary: credit notes now correctly stored as 'credit_note' instead of 'invoice'
- Add 'GR' (Greece ISO 3166-1) to EU_COUNTRIES alongside 'EL' (VAT prefix)
- Fix consent notification condition: fire at exactly 7 days or ≤3 days, not every day in 7-day window
- Deduplicate migration timestamps: rename SIE migration to 20260316120100
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
* 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>
* feat: comprehensive UI design audit and normalization
Dashboard audit:
- Fix muted-foreground contrast (4.31:1 → 5.08:1) for WCAG AA
- Add prefers-reduced-motion media query for all animations
- Replace border-l-2 accent anti-pattern with subtle full-border colors
- Add aria-expanded to toggle buttons, role="status" to live counters
- Fix touch targets on deadline buttons (28px → 36px)
- Vary section spacing for rhythm (mb-12/mb-10/mb-8)
- Remove unused imports and dead code
Transactions audit + hardening:
- Add pagination (200 per page) with "Ladda fler" button
- Replace height animation with transform-only exit animation
- Show batch progress in floating action bar during processing
- Fix batch bar mobile overlap (bottom-20 on mobile)
- Replace clickable badges with proper button elements
- Add safe area padding to fullscreen swipe view
- Add response.ok check to suggestion fetch
- Add truncation to invoice number buttons
Invoicing audit:
- Remove border-l-4 accent pattern from invoice cards
- Replace string concatenation with cn() utility
Systemic sweep (34 files):
- All page headings: font-bold → font-display font-medium (Fraunces)
- All stat numbers: font-bold → font-display font-medium tabular-nums
- All hard-coded blue/amber/emerald colors → design tokens
- Remove all dark mode overrides (tokens handle automatically)
- Tint pure white card background to 99%
Design context added to CLAUDE.md with brand personality,
aesthetic direction, and 5 design principles.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: bookkeeping flow audit — design system, accessibility, UX
- Replace raw <select> with shadcn Select component (JournalEntryForm)
- Add confirmation dialog for account deletion (ChartOfAccountsManager)
- Remove console.error from production code (JournalEntryList, JournalEntryForm)
- Fix contradictory h-7/min-h-[44px] button sizing → h-10 (ChartOfAccountsManager)
- Increase BAS catalog "Lägg till" touch target h-7 → h-9
- Improve loading state with spinner (JournalEntryList)
- Improve empty state with icon, description, and guidance (JournalEntryList)
- Add response.ok check on journal entry fetch
- Add aria-expanded to entry expand buttons
- Add tabular-nums to desktop debit/credit columns
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: onboarding and empty state improvements
Onboarding:
- Replace font-serif with font-display (Fraunces) for brand consistency
- Remove console.error calls from production code
Empty states:
- Fix broken /transactions/new link in EmptyTransactions (route doesn't exist)
- Add actionHref fallback to EmptyCustomers when no onAction prop provided
- Improve EmptyTransactions description copy
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: clarify Swedish UX copy — terminology, errors, descriptions
Terminology consistency:
- "Försenad" → "Förfallen" for overdue invoices (customers/[id])
- "bokföringsorder" → actionable description in bookkeeping page
- "verifikation har bifogats" → "underlag har bifogats" in doc warning
- "Fortsätt ändå" → "Bokför utan underlag" (specific action)
Error messages — replace generic "Fel" + "Något gick fel" with specific:
- "Något gick fel vid bokföring" → "Transaktionen kunde inte bokföras"
- "Något gick fel vid matchning" → "Transaktionen kunde inte matchas"
- "Kunde inte hämta X" → "Kunde inte ladda X" + recovery hint
- Add "Försök igen" guidance to all error toasts
Page descriptions — replace redundant with actionable:
- Invoices: "Skapa och hantera" → "Skicka, följ betalningar, skapa kreditnotor"
- Bookkeeping: list of features → actionable description
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: design critique — dashboard affordance, reports description
Dashboard:
- Add ChevronRight indicator to clickable summary cards
(Att få betalt, Koppla bank) to distinguish from static cards
- Add cursor-pointer to linked cards
Reports:
- Replace feature list description with actionable guidance
"Huvudbok, grundbok..." → "Generera skattedeklarationer..."
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: replace generic "Fel" error toasts with specific messages
Deadlines: 5 generic "Fel" → specific per-action titles
(create, toggle, edit, delete, load)
Expenses detail: 5 generic "Fel" → specific per-action titles
(load, approve, pay, credit, delete)
Expenses new: 3 generic "Fel" → instructional validation messages
(supplier name, supplier selection, invoice number)
Customers: 1 generic "Fel" → specific load error with recovery hint
All error toasts now follow pattern:
title = what failed, description = how to recover
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: replace all remaining generic "Fel" error toasts (37 instances)
Systematic sweep across 12 dashboard pages replacing generic
title: 'Fel' with context-specific error titles:
- Load errors: "Kunde inte ladda [resurs]"
- Action errors: "[Åtgärd] misslyckades"
- Validation: "[Fält] saknas"
Every error toast now tells the user what failed without needing
to read the description. Recovery hints added where missing.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: import flow — normalize stat typography, remove console.warn
- Replace font-bold with font-display font-medium on 13 stat numbers
across SIEPreviewStep, BankFilePreviewStep, BankFileConfirmStep,
ImportResultStep (missed by systemic sweep since these are in
components/import/, not app/(dashboard)/)
- Add tabular-nums to stat numbers displaying counts/currency
- Remove console.warn in ArcimMigrationWorkspace
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: final cleanup — console statements, remaining font-bold stats
Remove production console statements:
- Step1EntityType: remove debug console.warn (dead code after onNext)
- TransactionBookingDialog: remove console.error on doc link failure
- JournalEntryAttachments: remove 3 console.error calls
Normalize remaining font-bold stat displays:
- SwipeCategorizationView: 3 instances (completion, amount displays)
- NEDeclarationView: yearly result heading + value
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address Greptile review feedback
loadMoreTransactions: add inbox item enrichment matching fetchTransactions
- Paginated transactions now fetch invoice_inbox_items in parallel
- Fixes missing document indicator, template suggestions, and inbox
match card for transactions loaded via "Ladda fler"
fetchAllPages: add maxPages guard (default 500) to prevent infinite loop
- If Arcim gateway returns hasMore:true indefinitely, the loop now
exits after 500 pages instead of running forever
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add date sorting support to journal entries API
Add sort_date query parameter (asc/desc) that orders results by
entry_date instead of the default voucher_series + voucher_number.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add date sort toggle to journal entry list
Add ascending/descending sort button next to the missing attachment
filter. Defaults to newest first, toggles between nyast/äldst först.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add date range filter inputs to journal entry list
Add Från/Till text inputs (YYYY-MM-DD) for filtering entries by date
range. Applies on blur or Enter, with an X button to clear both fields.
Both fields are optional and work independently of the sort toggle.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
* 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>
- 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: mobile UX improvements across dashboard pages
- Responsive layouts with stacked mobile forms and grid desktop views
- Safe area handling (viewportFit cover, bottom nav insets, main padding)
- Touch-friendly dialogs, tabs, and page headers
- Mobile nav drawer open/close animation
- Dashboard layout parallel Supabase queries
- SIE parser: handle quoted VER/TRANS fields
- Skip account override for template-based transaction booking
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: address PR review feedback from Greptile
- Fix nav drawer close timer race condition with useRef + clearTimeout
- Show locked VAT rate as read-only label on mobile instead of hiding it
- Remove dead bottom-16 class overridden by inline style
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add sandbox infrastructure — migration, types, and middleware
Add database migration for sandbox support:
- Add `is_sandbox` boolean column to company_settings
- Update 4 enforcement trigger functions (journal entry immutability,
journal entry line immutability, retention enforcement, document
deletion blocking) to bypass checks for sandbox users
- Add `cleanup_sandbox_user()` SECURITY DEFINER function that handles
FK-safe deletion order (document_attachments → journal_entry_lines →
journal_entries → supplier_invoices → auth.users cascade)
- Add `cleanup_expired_sandbox_users()` function that loops over
sandbox users older than N hours with per-user error handling
Update TypeScript types:
- Add `is_sandbox: boolean` to CompanySettings interface
- Add `is_sandbox: false` to makeCompanySettings() test factory
Update middleware:
- Add `/sandbox` to public routes so the landing page is accessible
without authentication
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add sandbox landing page, seed API, cleanup cron, and banner
Sandbox landing page (app/sandbox/page.tsx):
- Client component matching the existing auth page aesthetic
- Auth check: if logged in as real user, shows message to use incognito
- Otherwise shows feature overview (invoices, transactions, bookkeeping,
reports) with "Starta sandbox" button
- On click: signInAnonymously() → POST /api/sandbox/seed → redirect
- Uses window.location.href for full page load (ensures middleware
picks up new session cookies)
Seed API (app/api/sandbox/seed/route.ts):
- POST handler gated to anonymous users only (403 for real users)
- Idempotent: returns { seeded: false } if company_settings exists
- Seeds ~40 rows: profile, company_settings (is_sandbox: true,
onboarding_complete: true), chart of accounts (via RPC),
fiscal period, 3 customers (Swedish business, EU business,
individual), 4 invoices (paid/sent/overdue/draft), 4 invoice
items, 2 posted journal entries with 5 lines, 8 transactions
(3 categorized, 2 income, 3 uncategorized), 2 deadlines
- Journal entries inserted directly (not via engine) to avoid
event emission, using next_voucher_number() RPC
Cleanup cron (app/api/sandbox/cleanup/cron/route.ts):
- GET handler with CRON_SECRET Bearer token auth
- Creates service role Supabase client
- Calls cleanup_expired_sandbox_users RPC (24h default)
Sandbox banner (components/dashboard/SandboxBanner.tsx):
- Amber bar with dismiss button (client state, reappears on reload)
- Text: "Sandlådemiljö — dina data raderas automatiskt efter 24 timmar"
- "Skapa konto" link to /register
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: integrate sandbox into dashboard — banner, nav, settings safeguards
Dashboard layout (app/(dashboard)/layout.tsx):
- Fetch is_sandbox from company_settings
- Render SandboxBanner at top of page for sandbox users
- Pass isSandbox prop to DashboardNav
- Hide RecaptIdentify analytics for sandbox users
Root page (app/page.tsx):
- Same sandbox banner and isSandbox prop treatment as dashboard layout
(root page has its own layout, not wrapped by (dashboard)/layout)
DashboardNav (components/dashboard/DashboardNav.tsx):
- Add optional isSandbox prop
- Change logout button text to "Avsluta sandbox" when isSandbox
- Redirect to /sandbox instead of /login on logout for sandbox users
- Applied to both desktop sidebar and mobile drawer logout buttons
Settings page (app/(dashboard)/settings/page.tsx):
- Hide "Bank (PSD2)" tab entirely for sandbox users — prevents
connecting real bank accounts from a temporary anonymous session
- Hide "Radera konto" card for sandbox users — account auto-deletes
via cron, and the delete flow requires email confirmation
Vercel config (vercel.json):
- Add sandbox cleanup cron at 04:00 UTC daily
(/api/sandbox/cleanup/cron)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: remove audit trigger for non-existent tax_codes table
Migration 018 referenced public.tax_codes which was never created
(migration 012 is a placeholder). This caused failures when running
migrations from scratch on a fresh database.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: remove ALTER FUNCTION for 3 non-existent functions
Removed search_path pinning for create_invoice_with_items,
seed_asset_categories, and update_reconciliation_session_counts —
none of these functions were ever created in any migration.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: remove ALTER for generate_invoice_number (created in later migration)
The function is created in migration 20260306 with search_path already
set, but migration 20260304 tried to ALTER it before it existed.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* Fixed redirect issue
* Update app/api/sandbox/seed/route.ts
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
* Update app/api/sandbox/seed/route.ts
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
* Update app/sandbox/page.tsx
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
* Fixed catch block issue
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
- Replace magic-link-only login with email+password (primary) and magic link (toggle)
- Add registration page with strong password validation
- Add MFA enrollment (/mfa/enroll) with QR code and manual secret
- Add MFA verification (/mfa/verify) with 6-digit TOTP input
- Add password reset flow (/reset-password)
- Add middleware MFA enforcement gated by NEXT_PUBLIC_REQUIRE_MFA env var
- Self-hosted deployments (NEXT_PUBLIC_SELF_HOSTED=true) skip MFA entirely
- Add Security tab in Settings for password change and MFA management
- Add requireAuth() API route helper with MFA check
- Update CLAUDE.md with Authentication section and env var docs
- Update Dockerfile and docker-entrypoint.sh for new env var placeholders
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Broad update across dashboard pages, components, extensions, and lib code. Includes ESLint config additions, onboarding flow redesign, settings page refactor, help page content expansion, dead code removal, and test mock fixes. Adds dev docs and public assets.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Remove FSkattWarningCard component, related tax warning functions,
types, and thresholds. Feature was not providing enough value.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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>
- 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>
- Integrate Recapt session tracking with user identity in dashboard layout
- Remove push-notifications extension from settings, panel registry, and toggle list
- Fix journal entry preview overflow on narrow viewports
- Update transaction manual booking button label
- Clarify invoice email error message to reference env vars
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Remove the Day dropdown since fiscal year always starts on the 1st.
Fix selection bug where picking month first showed nothing because the
compose function required all three values before updating the form.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Add migration 051 to SET search_path = public on all 24 custom
functions, preventing search_path injection attacks
- Remove dashboard subtitle (status summary line)
- Update CLAUDE.md with new migration reference
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Update BAS account catalog with comprehensive SRU codes and K2 flags
- Add currency revaluation service with tests and API route
- Add expenses page and account deletion API
- Enhance booking templates with new patterns and improved tests
- Improve transaction categorization with template picker and description matching
- Polish dashboard, onboarding, import, and transaction UIs
- Refactor year-end service for multi-step closing
- Move SRU generator to ne-bilaga, remove standalone SRU export
- Remove unused dev docs, mock data, and extension hooks
- Add invoice delivery note sequences migration
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Expand supplier invoice module with overdue cron job, credit note journal
entries, and event emissions on approve/mark-paid/create flows. Add entity
type (EF/AB) awareness to transaction categorization UI and category
mapping logic. Add comprehensive tests for supplier-invoice-entries,
transaction-entries, and expanded API route coverage.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- #43: Improve AI categorization to use account 2350 for loan repayments
instead of incorrectly suggesting 2440 (supplier payables). Add explicit
prompt guidance distinguishing loans from supplier debts.
- #45: Change unclear invoice unit "mån" to "månad"
- #46: Enable email extension in extensions.config.json so it appears in
the marketplace and can be activated by users
- #47: Change "Makulera" to "Ta bort utkast" for draft invoices — reserve
"Makulera" terminology for proforma invoices only
- #48: Show field-level validation errors when supplier creation fails
instead of generic "Validation failed" message
- #49: Temporarily hide Leverantörer and Leverantörsfakturor from sidebar
pending module rework
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Consolidate the standalone user-description-match extension into ai-categorization,
adding an AI description analyzer that provides account/VAT suggestions alongside
template matching. The describe transaction dialog now shows AI suggestions with
confidence scores and supports both template-based and AI-based booking.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Reorganize reports page from flat 11-tab bar into 4-column categorized
grid (Bokslut, Skatt & moms, Huvudböcker, Avstämning)
- Move Import from Övrigt to Finans nav group for better discoverability
- Merge standalone Marketplace link into Tillägg section as "Utforska fler..."
- Rename abbreviated "Lev.fakturor" to full "Leverantörsfakturor"
- Add uncategorized transaction count badge to nav (desktop pill + mobile dot)
- Strengthen credit note confirmation with destructive styling and
type-to-confirm pattern requiring exact invoice number
- Clarify invoice send vs mark-sent with "Skickad manuellt" label,
visual hierarchy, and explanatory helper text
- Show Banking and Notifications settings tabs always, with placeholder
message and link to extensions when not enabled
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Add currency-utils module for SEK conversion with exchange rates
- Refactor createJournalEntry to use draft+commit flow preventing voucher number gaps (BFL 5 kap. 7§)
- Add foreign currency support to invoice entries with per-line SEK conversion
- Centralize category-to-account mapping into single source of truth
- Refactor invoice inbox to use shared document analyzer with document type classification (receipt, supplier invoice, government letter)
- Update mapping engine, supplier invoice entries, and transaction entries
- Fix report component rendering issues
- Add new validation schemas and tests
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Add inline new supplier form in InboxDetailDialog with pre-populated
fields from AI extraction
- Support new_supplier payload in confirm endpoint to create suppliers
with user-editable fields (type, org number, bankgiro, etc.)
- Improve line item amount calculation using cross-checked extraction totals
- Remove unused estimateProductValue function and LangChain imports
from receipt-analyzer
- Add debug logging to invoice inbox confirm flow
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- 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>
- 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>
Reduce booking template library to eliminate duplicate suggestions when
users describe transactions. Templates with identical accounting treatment
(same account + VAT) are merged, keywords consolidated, and the entire
subscriptions group is eliminated. Also includes prior work on reports,
extensions, and transaction improvements.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Uncomment Enable Banking extension in loader (now registered at runtime)
- Add subscriptionNotice field to ExtensionDefinition type
- Show confirmation dialog when enabling extensions with subscription requirements
- Fix Settings banking tab: toggle-aware visibility, URL-addressable tabs,
BankSelector widget, correct API paths (/api/extensions/ext/enable-banking/*)
- Replace inline bank connection cards with BankConnectionStatus component
- Add actionable link to Settings from EnableBankingWorkspace
- Update CLAUDE.md with latest architecture docs
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add journal entry preview, human-readable account names, auto-apply VAT,
fallback template suggestions, example prompts, invoice match comparison,
and batch result feedback. Also includes user-description-match extension,
describe/batch-describe API routes, improved AI categorization with multi-
suggestion support, and template embedding search.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Fix buildLineInserts() using wrong DB column names (cost_center_id → cost_center,
project_id → project) and add missing tax_code field
- Replace transaction-based dashboard income/expense with journal-entry-based
calculation using account classes (3xxx revenue, 4-7xxx expenses)
- Add email/phone fields to CompanySettings type, validate RESEND_FROM_EMAIL
in isResendConfigured(), remove unsafe type casts in invoice send/reminders
- Always auto-fill line description from account name in JournalEntryForm
- Reorder expense lines in TransactionBookingDialog so 1930 is always first row
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add auto-detecting CSV parsers for Länsförsäkringar, ICA Banken, Skandia,
and Lunar. Refine SEB detection to avoid false matches. Update bank file
upload UI with new bank options and export instructions. Include booking
templates, improved AI categorization, and transaction review enhancements.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Fix onCountChange callback causing infinite fetch loop by using a ref
instead of including it in useCallback deps. Also update CLAUDE.md with
Zod validation docs, env vars, extension design doc reference, and
API route patterns.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Auto-create documents storage bucket on first upload. Default legacy general
extensions to enabled when no toggle row exists. Add ChatWidget to dashboard
root page with open-ai-chat event support and AI assistant quick action.
Add ensureInitialized to supplier invoices route for event emission.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add rollback logic to storno-service correctEntry to restore ledger
consistency if step 2 fails after reversal. Add correction API route at
/api/bookkeeping/journal-entries/[id]/correct. Add CorrectionEntryDialog
component and correction button to JournalEntryList.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Replace CategoryExpandedDialog with TransactionBookingDialog that embeds the
JournalEntryForm for full manual booking. Add /api/transactions/[id]/book
endpoint. Add VAT treatment selector to CategoryExpandedDialog. Add booking
buttons to TransactionHistoryList and improve TransactionInboxCard actions.
Fix animation timing in transactions page state updates.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
