f3a3d07ed3e33079e4eb00a09f087dd88aaab617
171 Commits
| Author | SHA1 | Message | Date | |
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 Jakob Wennberg
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f3a3d07ed3 |
feat: one-click company setup from BankID directorships (#309)
* feat: one-click company setup from BankID directorships After BankID auth, surface Bolagsverket companies where the user is a director and provision a fully-configured gnubok company with one click instead of walking the 4-step wizard. Also exposed via CompanySwitcher's "Lägg till företag" for returning users. - New /select-company route merges gnubok memberships with TIC CompanyRoles; cards flag already-registered org numbers. - createCompanyFromTicRole server action derives entity_type, f-skatt, VAT, moms_period, and SPAR address defaults, then delegates to createCompanyFromOnboarding for consistent provisioning. - TIC /bankid/complete now requests enrichment on login too, so returning users see fresh CompanyRoles in the picker. - Middleware routes zero-membership users to /select-company when enrichment is available, /onboarding otherwise. - Inline enrichment picker removed from WelcomeOnboarding (wizard is now the manual fallback); SPAR address pre-fill preserved. - Unit tests for mapEntityType helper and createCompanyFromTicRole defaults (VAT-AB, non-VAT EF, unmappable, unauth). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: address PR review feedback on BankID company picker Greptile P1 + swedish-compliance bot findings: - Move enrichment row cleanup out of createCompanyFromOnboarding and into createCompanyFromTicRole. The manual wizard also goes through createCompanyFromOnboarding, and was wiping the enrichment row before the returning-user "Lägg till företag" flow could use it. - Refuse to provision when TIC /lookup is missing. Silently defaulting vat_registered to false for a momsregistrerat bolag would create a company that issues invoices without moms (ML 17 kap violation). The picker now routes to the manual wizard with org_number pre-filled when the lookup fails, so the user confirms VAT/F-skatt manually. - Default accounting_method by entity type: enskild firma → cash (K1/kontantmetoden per BFNAR 2013:2), aktiebolag → accrual (K2/K3). - Document that moms_period='quarterly' is a provisional middle-tier default; Skatteverket's assigned period depends on turnover and the user can correct it in /settings/tax. - Fix the misleading "re-fetch from BankID" comment — /select-company only reads the cached enrichment row; it's refreshed only on the next BankID auth. - Extend test coverage: lookup-missing refusal, EF kontantmetoden default. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: tighten entity-type mapping and clarify K1 threshold Second round of PR review fixes (swedish-compliance bot): - mapEntityType now uses explicit allow-lists instead of substring matches. "Enskild stiftelse" / "Enskild näringsverksamhet utan firma" no longer false-match as enskild_firma (would have provisioned with K1/kontantmetoden — ML/BFL risk). Regression guard test added. - Publikt aktiebolag explicitly included (same K2/K3 regime as private AB); Bankaktiebolag / Försäkringsaktiebolag excluded (FFFS regime). - Remove misleading claim that onboarding UI flags moms_period as provisional — no such UI exists by design (approved one-click UX). - Expand accounting_method comment to cite the 3 MSEK K1→K3 threshold (BFNAR 2013:2 vs 2017:3) so the EF→cash default is honest about its scope. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Jakob Wennberg
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adf58a51c0 |
Prompt to activate missing BAS accounts at commit (#308)
* feat: prompt to activate missing BAS accounts at commit
Booking to an account not in the active chart previously threw a
generic 400 "Account(s) not found: 5010" and the user had to leave
the form to enable the account via /bookkeeping > BAS-katalog.
- New AccountsNotInChartError thrown from resolveAccountIds in the
engine (and the parallel resolver in core/storno-service). The
query also now filters on is_active=true, so deactivated accounts
are treated the same as never-added ones.
- API routes that call the engine (journal-entries, reverse, correct,
transactions/book + match-invoice + match-supplier-invoice +
uncategorize, invoices/mark-paid, supplier-invoices + mark-paid +
credit, salary/runs/correct, import/opening-balance/execute,
pending-operations/commit) catch the typed error and return a
structured 400: { error: { code: ACCOUNTS_NOT_IN_CHART,
account_numbers, message } }.
- /api/bookkeeping/accounts/activate now also reactivates rows that
already exist but are is_active=false, not only INSERTs. Returns
{ activated, reactivated, skipped, unknown }.
- New GET /api/bookkeeping/accounts/bas-lookup?numbers=... resolves
BAS names client-side so the dialog can show "5010 · Lokalhyra"
without bundling the full 1,276-account catalog.
- ActivateAccountsDialog lists the missing accounts (BAS names + any
unknown non-BAS numbers) and confirms with a single action.
- useSubmitWithAccountActivation wraps an async submit: on
ACCOUNTS_NOT_IN_CHART it opens the dialog, activates on confirm,
then retries the original submit so the user never re-enters data.
- AccountCombobox accepts any 4-digit numeric value, not just items
from the active chart — the activation dialog handles the rest.
- JournalEntryForm wired to the hook + dialog. Other submit surfaces
now surface a clear Swedish message ("Följande konton behöver
aktiveras: …") via getErrorMessage; wiring the dialog into those
is an additive follow-up.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* docs: sync CLAUDE.md with current codebase state
Catch-up on growth since the last CLAUDE.md revision:
- Integrations list now includes AWS Bedrock, Upstash Redis,
Google Drive, Recharts, PDF.js, @react-pdf/renderer, xlsx,
fuse.js, ics.
- Extension table reflects cloud-backup enabled; adds
inbox-smart-match and example-logger; reorders to match current
extensions.config.json.
- Updated counts: 36 event types (was 30+), 35 MCP tools (was 26),
~60 tables (was ~47), 118 migrations (was 93), 19 report
endpoints (was 16), 20 report generators (was 17).
- lib/ directory table now covers salary, providers,
company-lookup, processing-history, support.ts; removes the
deleted settings/ subdir.
- App routes table adds /salary/*, /help, /settings/salary,
/settings/backup.
- API endpoints table adds /api/salary/*, /api/support/contact,
/api/account/delete, /api/audit-trail/*, /api/log,
/api/currency/rate, top-level extension routes.
- Tables section adds Salary, Third-party providers, Inbox &
Migration groups; removes salary_payments (replaced by
salary_runs + salary_line_items).
- Skills list updated to enumerate the Swedish domain skills by
name instead of the old single /swedish-bookkeeping.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* fix: address PR review feedback on account activation
Seven fixes based on Greptile + Swedish compliance review on #308.
- ActivateAccountsDialog: disable the confirm button when any
entered number isn't a valid BAS account. Previously activation
would succeed for the knowns and the retry would immediately
fail again on the unknowns, giving a confusing double-toast UX.
- pending-operations/commit: revert commitSendInvoice and
commitMarkInvoiceSent to swallow AccountsNotInChartError
silently. The prior PR upgrade made these blocking, which
regressed invoice delivery for users whose AR accounts are
inactive — and since the activation dialog isn't wired into
those flows yet, there's no one-click recovery. The silent
catches now append an InvoiceJournalEntrySkipped event to
processing_history so the missing verifikation is actionable
in audit trails rather than silently understating the
momsdeklaration (revenue / utgående moms unposted).
- engine.reverseEntry: resolve account IDs with includeInactive=true
so storno of an already-committed entry goes through even when
the user has since deactivated one of its accounts. Blocking
the reversal would leave the original entry uncorrected in
violation of BFL 5 kap 5§ (rättelse must be documented). The
default (includeInactive=false) still applies to createDraftEntry
so new bookings to inactive accounts continue to trigger the
activation dialog.
- supplier-invoices POST + credit: roll back the just-inserted
supplier_invoices row (items cascade-delete) on any JE failure,
not only AccountsNotInChartError. An orphan supplier_invoices
row without a registration / credit JE leaves leverantörsskuld
(2440) and ingående moms (2641) unposted — a silent
understatement / overstatement in the momsdeklaration (ML
2023:200 / BFL 5 kap). The catch now returns a clear Swedish
error message for non-activation failures (typically period
lock or DB error) instead of silently logging.
Test mocks for chart_of_accounts updated for the new query chain
(eq.in.eq instead of eq.eq.in after the is_active conditional).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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Jakob Wennberg
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4cd0a55761 |
Copy voucher, MRU booking templates, and PDF export for reports (#303)
* feat: copy voucher, MRU booking templates, and PDF export for reports - Add "Kopiera verifikat" action on the journal-entry detail page that prefills a new draft with the source entry's lines, description, and notes. Date defaults to today so locked-period posts can't happen by accident; source_type resets to manual. - Track per-company MRU for booking_template_library rows via a new booking_template_usage table (fire-and-forget touch endpoint hooked into both pickers) and sort the list most-recently-used first for the active company. - Generate downloadable PDFs for balansräkning and resultaträkning using the existing @react-pdf/renderer toolchain. Adds a reusable parameterized template and two API routes, with download buttons on the matching report views. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: address PR review feedback on copy-voucher + report PDFs Compliance review (Swedish accounting): - Balance-sheet PDF now refuses to render when tillgångar ≠ eget kapital och skulder; the stale "Differens" summary row is gone. The on-screen view still surfaces the existing "Balanserar ej" warning so users can diagnose the imbalance before downloading. ÅRL 3 kap / K2 / K3 require exact balance. - Both PDF routes now 400 when the requested fiscal period cannot be resolved — identifiable period is part of räkenskapsinformation under BFL 7 kap. - Income-statement PDF adds the mandatory "Resultat efter finansiella poster" subtotal when financial items are present, per K2/K3 uppställningsform (ÅRL bilaga 2). - Copy-voucher flow now shows a clear banner ("Kopia av verifikat X — nytt, fristående verifikat skapas") so users cannot mistake the copy for a rättelse/storno. Code review (Greptile): - New migration adds updated_at column + trigger to booking_template_usage (project convention; applied to the Supabase project). - Replace localeCompare on ISO timestamps with plain relational comparison to avoid any locale-dependent ordering. - UUID-format validation on the copy_from query param before it goes into the fetch URL. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: second round of Swedish compliance fixes on report PDFs - Balance-sheet PDF imbalance check now compares rounded-to-whole-kronor totals (SFL 22:1 convention). The previous 0.5-öre tolerance could reject a legitimate balance sheet when accumulated floating-point noise across hundreds of ledger lines exceeded the threshold. The on-screen view still surfaces the öre-precise "Balanserar ej" badge for diagnostic visibility. - Both PDFs now carry a prominent "Arbetsutkast — ej undertecknat" notice per ÅRL 2 kap 7 §. Prevents a downloaded PDF from being mistaken for or filed as an approved årsredovisning. - Income-statement PDF now follows K2/K3 uppställningsform (ÅRL bilaga 2) by splitting class 8 into three blocks with named subtotals: Finansiella poster (80–84), Bokslutsdispositioner (88), Skatter (89). The summary now always shows a "Skatt på årets resultat" row so the reader can verify the tax calculation, and adds "Resultat efter finansiella poster" / "Bokslutsdispositioner" subtotals when each block is present. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: harden report PDFs against out-of-band filing + future BAS growth - Append "-utkast" to downloaded PDF filenames. The filename survives the PDF's disclaimer context — a file named balansrakning-2026-01-01.pdf in a Downloads folder or forwarded attachment is ambiguous, whereas balansrakning-2026-01-01-utkast.pdf makes the draft status legible even without opening the document. - Add a catch-all "Övriga finansiella poster" bucket in the income-statement PDF for any class-8 section whose account prefix isn't one of the known K2/K3 blocks (80–84 / 88 / 89). Counted in the "Resultat efter finansiella poster" subtotal so arithmetic stays consistent. Future-proofs the PDF against a generator change that starts emitting 85–87 sections. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Mattsson
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24107338fa |
Fix/balance inconsitency (#306)
* feat: implement fiscal period date fields component and validation logic * feat: update fiscal period validation and naming logic * feat: implement RPC for computing prior opening balances - Added `compute_prior_opening_balances` RPC to aggregate opening balances for balance-sheet accounts when no opening balance entry is set. - Updated tests across various reports to utilize the new RPC for fetching prior balances. - Refactored `getOpeningBalances` to call the RPC when necessary, improving performance and reliability. - Introduced a script to repair fiscal period chains for companies with broken periods, ensuring proper linking and continuity. - Enhanced error handling and validation in the repair script to ensure data integrity during the process. * feat: implement duplicate opening-balance repair for multi-year SIE imports * feat: enhance SIE entry listing and deduplication logic for opening balances * fix: refine companyHasPriorActivity logic to exclude storno entries and improve balance counting |
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Mattsson
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08991218ee |
Feat/change fiscal year (#300)
* feat: enhance journal entry handling with follow-up entries and related RPC * fix: improve validation for journal entry lines to ensure proper submission criteria * fix: enhance OAuth error handling and user feedback in Arcim migration process * fix: add OAuth error translation for user-friendly feedback in Fortnox integration * feat: add fiscal period editor and related API for entry count * feat: enforce calendar year for individual firms and improve fiscal period validation |
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Jakob Wennberg
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b5df2fb292 |
feat: invoice-inbox polish + SIE source voucher traceability (#299)
* fix: consolidate commit_journal_entry to single 4-arg signature Replaces the phantom-overload drop migration with an idempotent consolidation that leaves only the 4-arg-with-defaults signature, callable with either 2 or 4 named args. Fixes the "Could not choose the best candidate function" ambiguity caused when the commit-metadata migration CREATE OR REPLACE'd a 4-arg version alongside the existing 2-arg one. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat: preserve SIE source voucher identity on journal entries Adds source_voucher_series / source_voucher_number columns to journal_entries so per-verifikat traceability survives the importer's skip-empty-voucher logic. The SIE importer populates the original series/number even when skipped vouchers cause gnubok's target numbering to drift from the source file's sequence. Required for BFNAR 2013:2 kap 8 behandlingshistorik. - Migration adds columns + partial index + extends immutability trigger - importVouchers() records rawSeries/rawNumber per voucher - JournalEntry type + test fixtures gain the new fields - Bookkeeping detail page surfaces "Ursprungligt verifikat" when present Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat: polish invoice-inbox workspace for production use - Bedrock image fit: shrink images > 5 MB via sharp before Bedrock upload so HEIC/high-res phone photos don't fail with the 5 MB cap - Swedish error mapping: toSwedishInboxError translates Bedrock / infrastructure errors to Swedish sentences stored in error_message - History timeline endpoint (GET /items/:id/history) returns the processing_history events correlated to the inbox item - Workspace UI: inline diagnostic timeline inside the convert dialog, same-email row grouping ("+N dokument" chip), inferred-VAT affordance with "needs review" signalling, Riksbanken exchange-rate prefill for foreign-currency invoices so the supplier-invoice create path populates *_sek audit columns Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat: extend inbox-smart-match to supplier invoices Both receipts and supplier invoices expose structurally identical match anchors (date, amount, currency, counterparty name) so the matcher can reuse the same narrowing + LLM prompt. Adds getMatchAnchors() as a shared extractor across ReceiptExtractionResult / InvoiceExtractionResult, and updates the event handlers to process supplier_invoice items alongside receipts. LLM prompt re-phrased as "dokument" rather than "kvitto" and loosened the date-window heuristic since invoice payments can lag behind the invoice date by weeks. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * refactor: drop unused category selector from TransactionForm The manual "Lägg till transaktion" dialog predates the current categorization flow (SwipeCategorizationView, BatchCategorySelector, AI suggestions). The category dropdown here never drove journal-entry creation — onSubmit fanned it out to CreateTransactionInput.category, which is optional. Removes the dropdown, the unused watch() hook, and the categories lookup table. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(migrations): restore drop-phantom file and rebump timestamps Supabase branch DB failed with PK violation on schema_migrations because my two migrations collided with timestamps already on main: 20260421120000 → journal_entries_with_related_rpc (PR #298) 20260421130000 → drop_legacy_supplier_invoice_user_id_uniqueness (PR #296) Rebumped to 20260421140000 and 20260421150000 so each migration has a unique version (Supabase uses only the 14-digit prefix as the PK). Also restored the 20260420130000_drop_phantom_commit_journal_entry_overload migration I had deleted — CLAUDE.md rule #5 forbids modifying existing migrations. My consolidate migration is still compatible: drop_phantom drops the 4-arg overload (no-op where absent), then consolidate recreates it with defaults. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(inbox-smart-match): anchor invoices on dueDate with wider window The original ±7d window around invoiceDate filtered out all real payments for invoices with standard 30–60 day terms — the matcher would see zero candidates before the LLM was called, making the supplier-invoice matcher effectively dead. New anchor selection: - Receipts: receipt date ±7 days (unchanged; paid on the spot) - Invoices with dueDate: dueDate ±14 days (covers early/late payments) - Invoices without dueDate: invoiceDate -7/+45 days (covers 30-day terms) MatchAnchors now carries windowDaysBefore/After so the window can vary per document shape. Added three getMatchAnchors tests asserting window sizes. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Mattsson
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64cd6a0989 |
Fix/footer UI (#296)
* feat: enhance journal entry handling with follow-up entries and related RPC * fix: improve validation for journal entry lines to ensure proper submission criteria * feat: add commit_method and rubric_version columns to journal_entries for enhanced tracking * fix: ensure conditional addition of commit_method and rubric_version columns in journal_entries * Update supabase/migrations/20260421120000_journal_entries_with_related_rpc.sql Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> --------- Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> |
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Mattsson
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dfb953638c |
Feat/skv integration full (#285)
* feat: add script to import Skatteverket monthly tax tables as fallback TypeScript module
- Implemented a new script `import-tax-tables.ts` to parse fixed-width TXT tax tables from Skatteverket (SKV 434).
- The script generates a TypeScript module for emergency fallback when the Skatteverket open-data API is unavailable.
- Supports command-line argument for specifying the year and handles parsing of B-rows only.
- Outputs a structured TypeScript file containing tax data for specified years.
* feat: gate salary module behind dev-only flag
Temporarily disable the Lön module in production while the feature is
being completed. Sidebar entries ("Löner", "Anställda") still render but
are not clickable and show a "Kommer snart" badge. Middleware redirects
/salary* to / and returns 404 on /api/salary/* so the feature can't be
reached by direct URL. All gates check NODE_ENV === 'development' so
local dev keeps full access for continued development.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* feat: refactor bank file import wizard to streamline column mapping and enhance CSV handling
* fix: bump migration timestamp to avoid collision with logos_bucket
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* feat: enhance AGI generation and salary entry calculations with improved status checks and error handling
* fix: scope new-invoice customer/settings fetch to active company
The customer dropdown relied solely on RLS, which returns rows from every
company the user is a member of. POST /api/invoices strictly filters the
customer by the active company_id, so selecting a customer from a
non-active company returned 404 ("Resursen kunde inte hittas"). Filter
both the customer list and the company_settings read by company.id.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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Mattsson
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11621bb79f |
Feat/skv integration full (#284)
* feat: add script to import Skatteverket monthly tax tables as fallback TypeScript module
- Implemented a new script `import-tax-tables.ts` to parse fixed-width TXT tax tables from Skatteverket (SKV 434).
- The script generates a TypeScript module for emergency fallback when the Skatteverket open-data API is unavailable.
- Supports command-line argument for specifying the year and handles parsing of B-rows only.
- Outputs a structured TypeScript file containing tax data for specified years.
* feat: gate salary module behind dev-only flag
Temporarily disable the Lön module in production while the feature is
being completed. Sidebar entries ("Löner", "Anställda") still render but
are not clickable and show a "Kommer snart" badge. Middleware redirects
/salary* to / and returns 404 on /api/salary/* so the feature can't be
reached by direct URL. All gates check NODE_ENV === 'development' so
local dev keeps full access for continued development.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* feat: refactor bank file import wizard to streamline column mapping and enhance CSV handling
* fix: bump migration timestamp to avoid collision with logos_bucket
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* feat: enhance AGI generation and salary entry calculations with improved status checks and error handling
---------
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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Mattsson
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7a0214c053 |
feat: implement cloud backup auto-sync feature with scheduling (#280)
* feat: implement cloud backup auto-sync feature with scheduling - Added a new cron route for auto-syncing Google Drive backups hourly. - Introduced a schedule management system for enabling/disabling auto-sync and setting the sync hour. - Updated the logo upload API to handle logo file management more efficiently. - Created a public storage bucket for company logos with appropriate size and type restrictions. - Enhanced the LogoUpload component to validate file types and sizes during upload. - Added tests for the new auto-sync functionality to ensure correct behavior under various conditions. * Update extensions/general/cloud-backup/lib/sync.ts Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> * Update app/api/settings/logo/route.ts Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> * refactor: remove unused parameters from saveExtensionData function --------- Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> |
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Jakob Wennberg
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23664e79cb |
feat: multi-series SIE import, reusable FiscalYearSelector, library templates in picker (#278)
* feat: multi-series SIE import, reusable FiscalYearSelector, library templates in picker - SIE import preserves each voucher's source series (B/C/I/V/...), essential for Fortnox migrations where series carry semantic meaning (kundfakturor, inbetalningar, etc.). Target numbering still goes through next_voucher_number per series; source (series, number) is stored in the migration mapping for BFNAR 2013:2 audit trail. - Execute route reads company_settings.default_voucher_series as the fallback for vouchers arriving without a series (SIE4I). - Extract shared FiscalYearSelector component; adopt in /reports and /bookkeeping. - Transaction TemplatePicker now surfaces user-created library templates (company + team scope) alongside the static registry, with a helper to convert simple library templates into the BookingTemplate shape. - Exclude 8999 "Årets resultat" from income statement financial section and monthly breakdown so year-end closing entries don't cancel the net result. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * test: skip Bokio SIE regression when fixtures are absent /dev_docs is gitignored (contains anonymised customer exports), so the integration test can't find its input files in CI. Gate the suite on fixture presence so it still runs locally. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: address Greptile review feedback - convertLibraryToBookingTemplate: default entity_applicability to 'all' when the source template has no entity_type, so TemplatePicker doesn't silently hide it for companies with a set entity type. - FiscalYearSelector: fire onReady in the no-company early-return branch so consumers (e.g. ReportsPage) don't get stuck in a loading skeleton while the company context is still hydrating. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Mattsson
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d708a85d4c |
Feat/cloud backup (#277)
* feat: cloud backup to Google Drive + full-archive all-scope Adds a cloud-backup extension that uploads a full-company backup ZIP to the user's own Google Drive via OAuth (drive.file scope only). Refresh tokens are AES-256-GCM encrypted before being stored in extension_data. The full-archive export gains a scope=all mode for whole-company backups (per-period SIE under sie/, per-period rapporter/ subfolders, flat dokument/ manifest tagged with fiscal_period_id). An 80 MB size guard short-circuits generation before the platform response limit. Also fixes a latent bug in lib/core/audit/audit-service.ts where the parameter was named userId while the query filtered by company_id; the audit-trail API route was passing user.id so audit queries returned empty unless user and company shared a UUID. Drive-by: scope the dashboard "fresh start" localStorage key per companyId so dismissing the setup checklist in one company no longer carries over to others. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: address review comments on cloud backup + archive export - Extend audit trail to_date to end-of-day so last-day entries aren't silently excluded from period-scoped archives. - Apply 413 size-limit guard regardless of include_documents, using the overhead-only figure when documents are excluded. - Use crypto.randomUUID() for Drive multipart boundary to eliminate any collision risk with ZIP payload bytes. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: migrate legacy setup-gate localStorage keys on dashboard Users who previously dismissed the setup checklist via the old global erp_setup_fresh_start or erp_checklist_dismissed keys were re-gated after the switch to a company-scoped key. Fall back to the legacy keys on read and migrate them to the scoped key on first hit. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: update customer email handling and anonymization rules in supportmail-to-ticket skill * test: update audit trail to_date expectation for end-of-day timestamp Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Jakob Wennberg
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d741c46d4e |
fix: show Ersätt befintlig import button for duplicate-file SIE uploads (#270)
The duplicate (file-hash) error path returned an importId but the UI only captured it for the duplicate_period branch, so users saw a misleading "ta bort under Bokföring" message with no way to act on it. The replace flow (and its BFL 5:5 audit trail) is identical in both cases, so expose the existing button for both. Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Mattsson
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b6e32aaae6 |
Fix/supportarende input (#261)
* fix: update amount input handling to use Controller for better value management
* fix: replace Input with Controller for description field in expense items
* Update app/(dashboard)/expenses/new/page.tsx
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
* Update app/(dashboard)/expenses/new/page.tsx
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
* fix: restore broken Controller render wrappers in expense items
The previous two web-UI commits stripped the `render={({ field }) => (`
wrapper from the description Controller and the `<Input>` wrapper from
the amount Controller, causing a Turbopack parse error and failed
Vercel build.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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Jakob Wennberg
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4fbfadb2b7 |
feat: invoice inbox extension — conversion, workspace UI, Gmail UX (#255)
* feat: invoice inbox extension — conversion, workspace UI, Gmail UX Complete the invoice-inbox extension with full end-to-end flow: - Add POST /items/:id/convert route to create supplier invoices from classified inbox items, with accrual journal entry and document linking - Add PATCH /items/:id/reject route to dismiss non-relevant items - Add workspace UI at /e/general/invoice-inbox with items table, status filtering, convert dialog, and match confirmation - Add Gmail connection banner (connect/disconnect/status) in workspace - Add one-click supplier creation from AI-extracted data - Add transaction auto-matching with fuzzy name + currency-aware amount - Add event emission (received, extracted, confirmed) on classification - Redirect OAuth callback to workspace instead of /settings/banking - Fix extension catch-all body clone for POST routes with path params - Fix duplicate Löner nav entry from salary module merge - Remove summary cards from expenses and supplier invoices pages - Fix supplier-invoices/new amount input (valueAsNumber → Controller) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — company_id filters, currency guard, skipAuth clone - Add company_id filter to reject route update (defense in depth) - Add company_id filter to document_attachments journal entry link - Guard sekMatch with tx.currency === 'SEK' to prevent false matches - Clone request in skipAuth branch for consistency with auth branch 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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bb0db7a588 |
Salary module improvements (#250)
* feat: implement salary module with personnummer encryption, salary entries, tax tables, and AGI tracking - Added personnummer encryption and decryption functions for secure storage. - Created salary entries handling for journal entries including gross salary, tax withholding, and employer contributions. - Implemented tax table lookup functionality for calculating tax amounts based on monthly income. - Developed SQL migration for salary module including tables for payroll configuration, tax rates, employees, salary runs, salary run employees, salary line items, and AGI declarations. - Established row-level security policies for all new tables to ensure company-scoped access. * feat: add salary calculation modules for 2026 - Implemented engångsskatt calculation for one-time payments with tax brackets. - Added löneväxling functionality for salary sacrifice to pension, including employer savings and warnings. - Created pain.001 generator for salary batch payments in compliance with Swedish banking standards. - Developed PDF template for payslips, including detailed breakdowns and employer costs. - Generated seed data for Swedish tax tables for 2026, including SQL insert statements. - Implemented traktamente calculations for per diem and mileage allowances, adhering to Skatteverket regulations. - Added seed script for populating tax tables in the database. * feat: Update meal reduction percentages in traktamente calculation fix: Remove obsolete seed script for 2026 tax tables feat: Extend SalaryRunStatus type to include 'corrected' status feat: Implement KU10 XML generation endpoint for annual employee income statements feat: Add endpoint for creating corrections to booked salary runs feat: Implement endpoint for sending payslip PDFs to employees feat: Create KU10 XML generator for annual reporting feat: Add salary transaction matcher for auto-linking bank transactions to salary entries chore: Add database migration for salary correction support * feat: replace select elements with custom Select component for employment and salary types * feat: enhance salary calculations with pension entry and avgifter category support * feat: enhance employee management with salary type, tax status, and validation improvements * feat: Implement AGI submission flow to Skatteverket - Added AGI submission route to handle the submission process. - Created AGI client for interacting with Skatteverket's API. - Introduced AGI mappers to convert salary run data into the required AGI JSON payload format. - Enhanced API client to support custom base URLs for Skatteverket API requests. - Added types for AGI submission payload and validation results. - Implemented tests for AGI mappers to ensure correct payload structure and data handling. * feat: enhance salary module with Skatteverket integration and update dashboard navigation * Update app/api/salary/runs/[id]/agi/submit/route.ts Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> * Update app/api/salary/runs/[id]/approve/route.ts Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> * feat: integrate write permission check and remove Skatteverket extension --------- Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> |
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Jakob Wennberg
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e46654ab25 |
feat: concurrency guards, account validation, and reversal side-effects (#247)
* feat: add concurrency guards, account validation, and reversal side-effects to bookkeeping engine Prevent double-booking via CAS guards on mark-paid and categorize routes (409 on conflict), make payment GL entries blocking (AP/AR must match GL), validate account resolution in engine, and auto-sync invoice status on payment reversal. Adds journal_entry.reversed event type. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — company_id filter, voucher gaps, status restore - Add missing company_id filter on supplier-invoice CAS update (defense in depth) - Add voucher_gap_explanations insert on CAS-cancelled entries in both mark-paid routes (BFNAR 2013:2 compliance, matching categorize route pattern) - Fix reversal status restore: check due_date to determine overdue vs sent/approved instead of always reverting to sent/approved - Rename shadowed reversedLines variable to originalLines (P2 clarity) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: derive reversal payment amount from payments table, not GL lines The reversal GL entry is already a line-by-line mirror per BFL 5 kap 5§. For the business-level invoice sync, use the payment record amount from supplier_invoice_payments / invoice_payments instead of inspecting GL account numbers — works identically for kontantmetod and faktureringsmetod without needing to know which accounts were used. Also adds company_id filter on all reversal sync queries (defense in depth). Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: allow reversal of partially_paid customer invoices Widen the status filter from .eq('status', 'paid') to .in('status', ['paid', 'partially_paid']) so that reversing a partial payment GL entry correctly updates the invoice state. 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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d484c341a4 |
Psu type configuration (#248)
* feat: implement salary module with personnummer encryption, salary entries, tax tables, and AGI tracking - Added personnummer encryption and decryption functions for secure storage. - Created salary entries handling for journal entries including gross salary, tax withholding, and employer contributions. - Implemented tax table lookup functionality for calculating tax amounts based on monthly income. - Developed SQL migration for salary module including tables for payroll configuration, tax rates, employees, salary runs, salary run employees, salary line items, and AGI declarations. - Established row-level security policies for all new tables to ensure company-scoped access. * feat: add salary calculation modules for 2026 - Implemented engångsskatt calculation for one-time payments with tax brackets. - Added löneväxling functionality for salary sacrifice to pension, including employer savings and warnings. - Created pain.001 generator for salary batch payments in compliance with Swedish banking standards. - Developed PDF template for payslips, including detailed breakdowns and employer costs. - Generated seed data for Swedish tax tables for 2026, including SQL insert statements. - Implemented traktamente calculations for per diem and mileage allowances, adhering to Skatteverket regulations. - Added seed script for populating tax tables in the database. * feat: Update meal reduction percentages in traktamente calculation fix: Remove obsolete seed script for 2026 tax tables feat: Extend SalaryRunStatus type to include 'corrected' status feat: Implement KU10 XML generation endpoint for annual employee income statements feat: Add endpoint for creating corrections to booked salary runs feat: Implement endpoint for sending payslip PDFs to employees feat: Create KU10 XML generator for annual reporting feat: Add salary transaction matcher for auto-linking bank transactions to salary entries chore: Add database migration for salary correction support * feat: replace select elements with custom Select component for employment and salary types * feat: enhance salary calculations with pension entry and avgifter category support * feat: enhance banking settings with PSU type detection and error handling * fix: improve error handling for bank connection and update access denial message |
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Mattsson
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04dbb31d7e |
Salary module (#245)
* feat: implement salary module with personnummer encryption, salary entries, tax tables, and AGI tracking - Added personnummer encryption and decryption functions for secure storage. - Created salary entries handling for journal entries including gross salary, tax withholding, and employer contributions. - Implemented tax table lookup functionality for calculating tax amounts based on monthly income. - Developed SQL migration for salary module including tables for payroll configuration, tax rates, employees, salary runs, salary run employees, salary line items, and AGI declarations. - Established row-level security policies for all new tables to ensure company-scoped access. * feat: add salary calculation modules for 2026 - Implemented engångsskatt calculation for one-time payments with tax brackets. - Added löneväxling functionality for salary sacrifice to pension, including employer savings and warnings. - Created pain.001 generator for salary batch payments in compliance with Swedish banking standards. - Developed PDF template for payslips, including detailed breakdowns and employer costs. - Generated seed data for Swedish tax tables for 2026, including SQL insert statements. - Implemented traktamente calculations for per diem and mileage allowances, adhering to Skatteverket regulations. - Added seed script for populating tax tables in the database. * feat: Update meal reduction percentages in traktamente calculation fix: Remove obsolete seed script for 2026 tax tables feat: Extend SalaryRunStatus type to include 'corrected' status feat: Implement KU10 XML generation endpoint for annual employee income statements feat: Add endpoint for creating corrections to booked salary runs feat: Implement endpoint for sending payslip PDFs to employees feat: Create KU10 XML generator for annual reporting feat: Add salary transaction matcher for auto-linking bank transactions to salary entries chore: Add database migration for salary correction support * feat: replace select elements with custom Select component for employment and salary types * feat: enhance salary calculations with pension entry and avgifter category support |
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Jakob Wennberg
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b387a77bfd |
chore: remove Sentry, consolidate migrations, add test coverage (#244)
* chore: remove Sentry, consolidate migrations, add test coverage Remove @sentry/nextjs and all Sentry integration code — error tracking now handled by Recapt. Consolidate 22 incremental migrations into a single schema sync migration. Add 6 new test suites (auth, invoice matching, VAT rules, opening balances) and extend report tests with edge cases. Update Docker image name to gnubok, sync crontabs and extension presets, fix CSP missing space, simplify journal entry missing-document dialog. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: remove viewer bank import migration never applied to production 20260413150000_viewer_bank_import_permissions.sql (PR #234) was merged to main but never applied to the production database. It references current_active_company_id() which does not exist in production either. This breaks fresh installs and Supabase preview branches because the migration runs before the consolidated schema sync. Remove it so the migration chain matches production. The viewer bank import RLS policies should be re-added in a future migration alongside the helper functions they depend on. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: correct delete policies for tables without company_id column Seven tables in the generic delete-policy loop don't have a direct company_id column, causing fresh installs to fail with "column company_id does not exist". Fix by moving them out of the loop: - invoice_items, journal_entry_lines, receipt_line_items, supplier_invoice_items → join through parent table - extension_toggles, notification_settings, push_subscriptions → user-scoped (auth.uid() = user_id) All policies match their existing production definitions. 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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a3fea6fb7c |
feat: add opening balance import functionality (#238)
- Implemented OpeningBalanceResultStep component to display results of the import process, including success messages and error handling. - Created OpeningBalanceUploadStep component for file upload with drag-and-drop support, including validation for accepted file types. - Developed column detection logic in column-detector.ts to identify account number, name, debit, credit, and balance columns based on headers and data. - Added parser functionality in parser.ts to handle parsing of opening balance files, including validation and BAS account matching. - Created tests for column detection and parsing logic to ensure accuracy and reliability. - Defined types for detected columns and parsed rows in types.ts to improve type safety and clarity in the codebase. |
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Mattsson
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bf36ebfd88 |
feat: booking template library with system templates and cross-company sharing (#235)
* feat: implement viewer role permissions for bank transaction imports and connections * feat: add booking_template_library table with 30 system templates Three-level scoping (system/team/company), RLS policies for read/write/delete, and pre-seeded templates for EU reverse charge, tax account, private transfers, salary, representation, year-end, VAT netting, and bank/finance scenarios. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add template library types, helpers, and tests - BookingTemplateLibrary/Line/Category types in types/index.ts - applyTemplate() converts template lines + amount into form lines - Category labels, scope helpers for UI display - 8 unit tests for amount calculation, VAT, rounding, and scope detection Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add booking template CRUD, export, and import API routes - GET/POST/DELETE /api/settings/booking-templates (list, create, soft-delete) - PUT /api/settings/booking-templates/[id] (update non-system templates) - GET /api/settings/booking-templates/export (JSON download) - POST /api/settings/booking-templates/import (bulk import from JSON) All routes enforce auth, write permissions, and Zod validation. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add template picker UI and settings management panel - BookingTemplatePicker: dialog with search, category/entity-type filter, line preview, and amount input — integrated into JournalEntryForm - BookingTemplatesPanel: settings page with grouped templates (system/team/company), create dialog, export/import, soft-delete - Settings templates page now shows both booking and counterparty templates Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * Update supabase/migrations/20260413160000_booking_template_library.sql 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> Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> |
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Mattsson
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cd376e1cad | feat: implement viewer role permissions for bank transaction imports and connections (#234) | ||
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Jakob Wennberg
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9753f18533 |
fix: address user feedback — RC preview, bank sync lookback, CSV import robustness (#233)
Three confirmed issues from user feedback: 1. Reverse charge preview now uses per-item VAT rates and correct accounts (2645/2647, 2614/2624/2634) instead of hardcoded 25%/2614 2. Bank sync uses 90-day lookback on first sync (when last_synced_at is null) instead of hardcoded 7 days for all syncs 3. Bank file import improvements: - Shared date normalizer supporting DD.MM.YYYY, DD/MM/YYYY, YYYYMMDD - Silent row skips now reported with reason in issues[] - Decimal separator mismatch detection in generic CSV - Swedish error message with format diagnostics on detection failure - Date format selector in column mapping UI Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Mattsson
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4644642f8a |
Improve invite flow by replacing user listing with email existence check (#229)
* Improve invite flow by replacing user listing with email existence check * Refactor invite logic to redirect users based on account status and enhance email existence check permissions |
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Jakob Wennberg
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7bf7565852 |
feat: delete last voucher, notes field, schema cache fix (#230)
* feat: delete last voucher, notes field, schema cache fix
Address three customer feedback items from William (wigu.se):
1. Delete last voucher per series (Fortnox model):
- New `delete_last_voucher` RPC with full safety checks (last-in-series,
open period, no references, owner/admin only)
- Session variable bypass for immutability/retention/line triggers
- Full JSONB audit trail (BFNAR 2013:2 behandlingshistorik)
- DELETE endpoint + UI with confirmation dialogs
- Storno restoration when deleting a reversal entry
2. Notes/comment field on vouchers:
- `notes` column on journal_entries (always-editable internal metadata)
- Immutability trigger updated to allow notes-only updates on posted entries
- PATCH endpoint, inline-edit UI on detail page, form textarea
3. Schema cache fix:
- NOTIFY pgrst applied to production (immediate fix)
- Retroactive migration + CLAUDE.md migration rule added
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address Greptile review — tighten trigger, lock voucher sequence
P1: The notes-only exception in enforce_journal_entry_immutability was
too broad — it only checked 7 verifikation fields, allowing silent
mutation of correction_of_id, reverses_id, reversed_by_id, committed_at,
and user_id on posted entries. Now guards all metadata fields; only
notes and updated_at may differ.
P2: Lock voucher_sequences row FOR UPDATE before the MAX(voucher_number)
check in delete_last_voucher to serialise against concurrent
commit_journal_entry calls, preventing voucher number gaps.
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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ade4ad5971 |
Fiscal period and multi bank (#228)
* feat: add fiscal period backward chaining and entry date validation Support creating fiscal periods before the earliest existing period (backward chaining) for backfill scenarios, alongside the existing forward chaining. The engine now validates that entry dates fall within the selected fiscal period, with a Swedish error message. The journal entry form auto-selects the matching period and shows a warning with a CreatePeriodDialog when no period covers the entry date. * feat: support multi-bank-account for imports and reconciliation Plumb a configurable settlement account through the entire bank import pipeline — mapping engine, transaction entries, ingest, and reconciliation — so secondary bank accounts (e.g. 1931, 1932) work correctly instead of hardcoding 1930. Adds a get_unlinked_bank_lines RPC that generalizes the existing get_unlinked_1930_lines with a fallback for backwards compatibility. The bank file import UI now shows a bank account selector when multiple 19xx accounts exist. Also adds default_vat_code/sru_code to account creation and fixes uploadDocument argument order in enable-banking sync. |
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Jakob Wennberg
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258a64a849 |
feat: allow replacing completed SIE imports (#227)
* feat: allow replacing completed SIE imports Users who import a SIE file, make adjustments in the source system, and re-export can now replace the old import instead of being permanently blocked by the "overlapping fiscal year" guard. The old import's entries are cancelled (posted → cancelled) and the import is marked as 'replaced'. Nothing is deleted — full audit trail preserved per BFL 5 kap 5§ (rättelse) and BFNAR 2013:2 kap 8. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — atomic RPC, locked_at check - P1: Wrap entry cancellation + import status update in a single DB RPC (replace_sie_import) to prevent inconsistent state on partial failure - P2: Check locked_at in addition to is_closed for fiscal period guard - P2: Use RPC return value for accurate cancelled entry count 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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973a2b81a0 |
Voucher series switcher (#219)
* Implement company and account deletion features - Add event types for company and account deletion to CoreEvent. - Enhance Supabase middleware to handle company context resolution and cookie management for archived companies. - Create API routes for deleting accounts and companies, including necessary validations and event emissions. - Implement tests for account and company deletion endpoints to ensure proper functionality and error handling. - Add retention notice component to inform users about bookkeeping data retention during destructive actions. - Create database migrations to support soft deletion of companies and anonymization of user accounts, ensuring compliance with retention laws. * feat: enhance account deletion process and update user notifications * Add service client for onboarding completion check and update escape hatch visibility * Enhance invite flow and email handling for company members * Refactor company context and RLS policies for active company isolation - Update `switchCompany` to remove unnecessary revalidation as client handles navigation. - Revise `getActiveCompanyId` to prioritize `user_preferences` and validate against non-archived memberships. - Modify `setActiveCompany` to ensure `user_preferences` is the authoritative source while maintaining cookie compatibility. - Enhance middleware to resolve active company using `user_preferences` and fallback to first non-archived membership. - Introduce new API route `/api/company/current` to fetch the active company ID for cross-tab synchronization. - Implement `CompanyTabSync` component for real-time active company enforcement across tabs. - Create migration for RLS policies to enforce single-active-company isolation using `current_active_company_id()`. * feat: implement viewer role enforcement for write permissions - Added `useCanWrite` hook to determine if the current user has write permissions based on their role in the active company. - Updated various components (JournalEntryForm, CustomerForm, DeadlineForm, etc.) to disable write actions and show a lock icon with a tooltip for users without write permissions. - Introduced `requireWritePermission` function to enforce write permissions at the API level, returning a 403 response for viewers. - Created tests to verify the behavior of the viewer role and write permissions. - Added database migration to enforce read-only access for viewers at the database level. * Add default voucher series configuration for manual journal entries |
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Mattsson
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a1a816b4a5 |
Delete features (#218)
* Implement company and account deletion features - Add event types for company and account deletion to CoreEvent. - Enhance Supabase middleware to handle company context resolution and cookie management for archived companies. - Create API routes for deleting accounts and companies, including necessary validations and event emissions. - Implement tests for account and company deletion endpoints to ensure proper functionality and error handling. - Add retention notice component to inform users about bookkeeping data retention during destructive actions. - Create database migrations to support soft deletion of companies and anonymization of user accounts, ensuring compliance with retention laws. * feat: enhance account deletion process and update user notifications * Add service client for onboarding completion check and update escape hatch visibility * Enhance invite flow and email handling for company members * Refactor company context and RLS policies for active company isolation - Update `switchCompany` to remove unnecessary revalidation as client handles navigation. - Revise `getActiveCompanyId` to prioritize `user_preferences` and validate against non-archived memberships. - Modify `setActiveCompany` to ensure `user_preferences` is the authoritative source while maintaining cookie compatibility. - Enhance middleware to resolve active company using `user_preferences` and fallback to first non-archived membership. - Introduce new API route `/api/company/current` to fetch the active company ID for cross-tab synchronization. - Implement `CompanyTabSync` component for real-time active company enforcement across tabs. - Create migration for RLS policies to enforce single-active-company isolation using `current_active_company_id()`. * feat: implement viewer role enforcement for write permissions - Added `useCanWrite` hook to determine if the current user has write permissions based on their role in the active company. - Updated various components (JournalEntryForm, CustomerForm, DeadlineForm, etc.) to disable write actions and show a lock icon with a tooltip for users without write permissions. - Introduced `requireWritePermission` function to enforce write permissions at the API level, returning a 403 response for viewers. - Created tests to verify the behavior of the viewer role and write permissions. - Added database migration to enforce read-only access for viewers at the database level. |
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Jakob Wennberg
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73fb97052b |
fix: resolve INK2/NE entity_type from companies table fallback (#217)
* fix: resolve INK2/NE entity_type from companies table fallback (#193) The entity_type check in INK2 and NE-bilaga engines read from company_settings where it is nullable, causing "only for aktiebolag" errors when the column is null. Now falls back to companies.entity_type (NOT NULL, always set). Reports page uses useCompany() context instead of /api/settings for tab visibility. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — surface fallback errors, avoid direct mutation - Surface Supabase errors in entity_type fallback queries instead of silently swallowing them (ink2-engine, ne-engine) - Use spread instead of direct mutation on Supabase result object (settings route) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: use separate variable to avoid const reassignment in settings route 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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bca00cc5bd |
fix: BankID fallback, bank import fixes, account deletion (#216)
* fix: BankID graceful fallback, bank import fixes, and account deletion - BankID: surface service_unavailable state in login/register with password fallback messaging; structured error codes in tic extension; poll failure counter in BankIdAuth avoids infinite retry when TIC API is down. - Transactions: allow deleting unbooked bank-synced and imported transactions (only posted entries remain protected); detect reconnect duplicates by also checking unbooked bank-synced rows in content-based dedup. - Enable Banking: key external_id by account iban/uid instead of connection id so reconnects don't create duplicates. - Bank import: detect SEB privatbanken CSV variant (Bokföringsdatum / Valutadatum headers) via regex. - Banking settings: replace full-screen sync loader with toast notifications. - delete_user_account: raise statement_timeout, pre-clear NO ACTION FK references, and disable audit/immutability triggers during CASCADE. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — ingest dedup scoping and migration EXCEPTION handler - ingest: split buildExistingTransactionMap into two maps. Booked rows (any source) remain consumed by any incoming raw transaction, but unbooked enable_banking slots are only consumed when the incoming raw transaction is also enable_banking. This preserves reconnect dedup while preventing false positives where a pending bank-synced row silently blocks a legitimately separate CSV row with the same date/amount. - delete_user_account: add EXCEPTION WHEN OTHERS handler that re-enables every legally required enforcement trigger before re-raising. Postgres transactional DDL already rolls back on abort, but the explicit guard makes the intent unambiguous and covers sub-transaction edge cases so enforcement triggers are never left disabled. 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
|
aa405b9a74 |
Fix/company creation bug (#212)
* feat: enhance JournalEntryForm with currency selection and exchange rate fetching - Added currency selection to JournalEntryForm, allowing users to choose from multiple currencies (SEK, EUR, USD, GBP, NOK, DKK). - Implemented fetching of exchange rates from Riksbanken API based on selected currency and entry date. - Updated calculations for foreign amounts and SEK equivalents based on user input and fetched exchange rates. - Improved form handling to reset currency-related fields when switching back to SEK. feat: refactor WelcomeOnboarding to streamline company creation process - Replaced direct company switching with a new server action to create a company from onboarding data. - Added validation for fiscal period during onboarding steps, allowing for mid-month starts for the first fiscal period. - Enhanced error handling and rollback mechanisms to ensure data integrity during company creation. fix: update Step3TaxRegistration to allow flexible first-year start dates - Modified date selection to include day, month, and year for the first-year start date. - Updated validation messages to reflect changes in fiscal year start date handling. test: expand validate-period-duration tests for fiscal period validation - Added tests to validate that mid-month starts are allowed for the first fiscal period. - Ensured that subsequent periods must start on the 1st of the month and enforced maximum duration constraints. feat: implement currency rate API endpoint - Created a new API route to fetch exchange rates for specified currencies, ensuring user authentication. - Validated currency input and handled errors for invalid requests. chore: update database constraints for fiscal periods - Modified database constraints to allow custom start dates for the first fiscal period while enforcing day-1 starts for subsequent periods. * fix: implement computeFiscalPeriod function for onboarding and refactor JournalEntryForm * Fixed date issue * Added migration |
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Jakob Wennberg
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e8928b7885 |
feat: enable company member invitations (#211)
* feat: enable company member invitations Activate the invite form in company settings, show pending invitations, fix the existing-user invite flow, and process invite tokens after login. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — MFA invite flow and secure cookie flag Process invite token after MFA verification so MFA-enabled users joining via invite are not silently dropped. Add secure flag on the invite cookie when served over HTTPS. 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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bb336eba88 |
Fix/user feedback (#210)
* Add delete policies for provider consent tokens and provider OTC * Add trade name support for companies in settings and documents * Resolved currency selection issue * Enhance invoice line display with foreign currency support and update delivery date schema to allow empty values * Add currency display for journal entries and include currency metadata in transaction creation * Add trade_name column to company_settings for external display |
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Jakob Wennberg
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b484e9a7b4 |
fix: Swedish VAT/SIE compliance, storno hardening, document integrity (#209)
* feat: add INK2 declaration improvements, invoice delivery date, and Swedish compliance skills Expand INK2 engine with full INK2S/INK2R support and improved SRU generation. Add delivery_date field to invoices and corresponding PDF/migration support. Add Claude skills for Swedish asset accounting, invoice compliance, SIE import/export, SRU filing, and tax planning. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address PR review — map BAS 4500–4899, strip CRLF in SRU, document P3 - Map BAS accounts 4500–4599 (legoarbeten), 4700–4899 (diverse varuinköpskostnader) to SRU 7512 so they are not silently dropped from INK2R declarations - Strip \r\n in sanitizeString to prevent CRLF injection in SRU fields - Document P3 period suffix limitation for brutet räkenskapsår Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: correct BAS 4500-4599, 4700-4899 mapping from 7512 to 7511 Per the official BAS-to-SRU mapping, these account ranges are cost of goods (legoarbeten, inkurans, svinn) and belong under 7511 (Råvaror och förnödenheter), not 7512 (Handelsvaror). 7512 remains 4600-4699. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: Swedish VAT compliance — representation VAT, domestic RC, full BAS 26xx mapping, SIE encoding - Representation expenses now default to reduced_12 VAT (ML 13 kap 24-25 §§); income tax deduction was abolished 2017 but VAT deduction at 12% remains - Domestic reverse charge (byggtjänster etc.) uses 2647 instead of 2645, with distinct line descriptions for Swedish vs EU/non-EU RC - VAT declaration maps all BAS 26xx variant accounts (egna uttag 2612/2622/2632, uthyrning 2613/2623/2633, VMB 2616/2626/2636, import 2615/2625/2635, domestic RC 2647, frivillig skattskyldighet 2642) and revenue variants (3108/3105/3004/3100) to correct momsdeklaration rutor - SIE parser: remove unreliable #FORMAT PC8 encoding detection (most software exports UTF-8 with PC8 header), parse #FLAGGA for import-already-done warning, default SIE type to 1 when absent, fix RTRANS/BTRANS documentation - SIE export: add #RAR -1 (previous fiscal year), fix UB = IB + movements - Error messages: add pattern matching for locked period trigger errors Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — update ruta49 JSDoc, use null sentinel in error map Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: harden storno CAS guard, document integrity, and BFNAR archive compliance - Storno: defer original→reversed until both entries succeed, add CAS guard for concurrent reversals, use cancelEntry() instead of delete - Document: add document.accessed event, enrich archive manifest with metadata, add BFNAR 2013:2 systemdokumentation to full archive export - Verify cron: run daily, configurable batch size, include company_id in audit - Migrations: integrity audit actions, document version chain, metadata immutability, audit deletions, fix immutability for posted/cancelled Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — allow is_current_version in immutability trigger, log cancelEntry errors - Remove is_current_version from blocked fields in enforce_document_metadata_immutability trigger so create_document_version RPC can supersede documents linked to posted entries - Add error logging to cancelEntry for observability on cleanup failures 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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7a18d89c70 |
feat: INK2 declaration improvements, invoice delivery date & Swedish compliance skills (#204)
* feat: add INK2 declaration improvements, invoice delivery date, and Swedish compliance skills Expand INK2 engine with full INK2S/INK2R support and improved SRU generation. Add delivery_date field to invoices and corresponding PDF/migration support. Add Claude skills for Swedish asset accounting, invoice compliance, SIE import/export, SRU filing, and tax planning. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address PR review — map BAS 4500–4899, strip CRLF in SRU, document P3 - Map BAS accounts 4500–4599 (legoarbeten), 4700–4899 (diverse varuinköpskostnader) to SRU 7512 so they are not silently dropped from INK2R declarations - Strip \r\n in sanitizeString to prevent CRLF injection in SRU fields - Document P3 period suffix limitation for brutet räkenskapsår Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: correct BAS 4500-4599, 4700-4899 mapping from 7512 to 7511 Per the official BAS-to-SRU mapping, these account ranges are cost of goods (legoarbeten, inkurans, svinn) and belong under 7511 (Råvaror och förnödenheter), not 7512 (Handelsvaror). 7512 remains 4600-4699. 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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bf5a8d9195 |
Fix/multiple company (#203)
* Refactor onboarding and dashboard logic; add silent team creation for users - Removed unnecessary useCompany context in DashboardContent and SettingsSidebar components. - Simplified onboarding setup logic to allow direct access to the dashboard for users without companies. - Introduced WelcomeOnboarding component to handle user onboarding steps. - Added migration to create silent teams for all users at signup, backfilling existing users without teams, and cleaning up incomplete companies. * fix: update greeting logic and improve email handling in TIC extension * Redirect to onboarding for users without companies and update onboarding flow * Build issue fix * Enhance onboarding experience by adding existing companies check |
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Jakob Wennberg
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dec9a37d2d |
feat: add Swedish payroll & VAT skills and init support contact route (#202)
Add Claude Code skills for Swedish payroll and VAT compliance reference. Initialize extension system in the support contact API route so email service is available. Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob Wennberg
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0baeea303f |
fix: prevent bank sync loading screen from persisting forever (#201)
* fix: add rounding tolerance to INK2 balance check and clarify warnings INK2/SRU rounds each ruta independently to whole kronor, so with 11+ rutor the accumulated rounding can produce a 1-2 kr difference that triggered a false "balance sheet not in balance" warning. Add a 2 kr tolerance. Also clarify the unclosed fiscal year warning to indicate that generation still works. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: also warn when equity/liabilities exist but assets are zero Address Greptile review feedback — the balance check guard should trigger when either side has a non-zero total, not only when assets > 0. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: prevent bank sync loading screen from persisting forever Replace isSyncing state guard with a ref to prevent the useEffect from re-firing when sync state changes (race condition with router.replace changing searchParams). Add AbortController with 2-minute timeout so the fetch can't hang indefinitely on slow syncs. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: skip toast and state updates on unmount-abort Add unmountedRef to distinguish timeout-abort from unmount-abort. When the user navigates away mid-sync, silently bail instead of showing the misleading "took too long" toast. 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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211033410c |
Fix/import data (#200)
* fix: enhance import data handling and consent management across components * feat: Enhance SIE import functionality with validation and error handling improvements - Added validation errors and warnings state management in SIEImportWizard. - Improved error handling for duplicate, validation, and parsing errors during SIE file import. - Enhanced user feedback with actionable guidance for common import errors. - Updated SIEUploadStep to display validation errors and warnings. - Improved error messages in API routes for better clarity and user experience. - Added file size and type validation in the SIE parse route. - Enhanced parsing logic to provide more detailed error messages for unbalanced vouchers and missing amounts. - Created a new storage bucket for SIE file archival in Supabase with appropriate policies for user access. - Updated tests to reflect changes in error messages and validation logic. * fix: Improve type assertion for response in getPage method * Update extensions/general/arcim-migration/lib/migration-orchestrator.ts Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> * Update supabase/migrations/20260408130000_sie_files_storage_bucket.sql Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> * fix: Add company ID verification for consent handling in accept and disconnect endpoints --------- Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> |
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Jakob Wennberg
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20818e3283 |
fix: Nordea Datum CSV variant + bank sync loading screen (#195)
* fix: support Nordea Datum CSV variant and add bank sync loading screen Add 4th Nordea Business CSV format variant that uses standalone "Datum" column header and YYYY/MM/DD date format. Also replace fire-and-forget bank sync with an awaited flow showing a loading screen after first bank connection, preventing users from navigating away before sync completes. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address PR review feedback — cleanup timeout, deps, naming - Clear success setTimeout on unmount via useRef to prevent stale updates - Add isSyncing to useEffect dependency array for Strict Mode safety - Rename headers_detect to headersDetect (camelCase consistency) - Remove redundant toLowerCase() since firstLine is already lowercased 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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6d75b9a1bf |
feat: BankID authentication via TIC Identity API (#192)
* feat: add BankID authentication via TIC Identity API Integrate BankID as a login/signup method using the TIC Identity API. Users can authenticate with BankID QR codes (desktop) or deep links (mobile), link BankID to existing accounts, and skip TOTP MFA when BankID is linked. Removes Step 0 (role choice) from onboarding for all users. Adds enrichment data support for pre-filling company details from Bolagsverket during signup. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address PR review — server-side rate limit, unlink clears MFA bypass - Add per-IP rate limit (5s cooldown) on /bankid/start to prevent unbounded billable TIC sessions from unauthenticated callers - Add /bankid/unlink endpoint that deletes bankid_identities AND clears app_metadata.bankid_linked so MFA enforcement resumes after unlink - Update BankIdSettings to call server-side unlink instead of client-side delete Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: move rate limiter to module scope, add BankID logo and year-end skill 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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6486e0d9e2 |
Fix/transaction inconsitensies (#190)
* fix: request explicit page size from Enable Banking API to fetch all transactions The API defaults to ~10 transactions per page when no limit is specified, causing incomplete syncs for users with more transactions. * fix: enhance DELETE operations and add missing RLS policies for multi-tenant support |
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Mattsson
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d5410a518f |
Mobile view fixes (#188)
* fix: make new user checklist mobile responsive Adjust spacing, padding, typography, and indentation for small screens so the onboarding welcome screen works well on mobile devices. * fix: make expenses and bookkeeping verification views mobile responsive - Expenses/new: stack form grids on mobile, replace line items table with card layout, full-width action buttons - Expenses/[id]: stack header and actions, card layout for line items and payments, single-column info grid on mobile - JournalEntryList: unify verification lines into card layout for all screen sizes, hide redundant line descriptions that duplicate account name or entry description, stack filter bar and action buttons on mobile * fix: remove stray )); in provider_consents migration Syntax error on line 35 caused MIGRATIONS_FAILED on the Supabase staging branch. * fix: enhance mobile responsiveness for invoices page and update dialog styles |
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Jakob Wennberg
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a25e75be25 |
fix: Nordea Business CSV variants, API keys UI polish, transaction categorization (#183)
* 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> * fix: support Nordea Business CSV variants, polish API keys UI, fix transaction categorization - Extend Nordea Business bank file parser to handle three CSV export formats (classic, Betalare/Mottagare variant, Bokföringsdatum variant) with proper detection guards against SEB/LF misidentification - Rework ApiKeysPanel: add CopyBlock component, destructive confirm on revoke, collapsible API-key-based connection methods, Claude.ai OAuth instructions as recommended path, simplified scope badges - Stop deriving is_business from category on manual transaction creation; set null so categorization flow handles it correctly - Show categorize button when journal_entry_id is missing regardless of is_business value Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address PR review — await clipboard, fix zero-scope label, simplify condition - Await navigator.clipboard.writeText and catch failures - Change zero-scope label from "Enbart läs" to "Inga behörigheter" - Simplify redundant ternary condition in TransactionHistoryList Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: repair broken ternary in TransactionHistoryList JSX 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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e42da5c32b |
Staging (#181)
* refactor: remove unnecessary secondary action from EmptyInvoices component * feat: add direct provider layer and provider_consents migration Replace Arcim Sync gateway dependency with direct provider clients for Fortnox, Visma, Briox, Bokio, and Björn Lundén. Adds OAuth config, rate limiting, retry logic, data fetching, and consent storage via new provider_consents/tokens/otc tables. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * refactor: migrate arcim extension to direct provider APIs Replace Arcim Sync gateway calls with direct provider API access. Use FortnoxClient.getText() for SIE endpoints that return plain text instead of JSON. OAuth callback now returns HTML with postMessage to communicate with the opener window instead of redirecting. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: use OAuth popup window instead of new tab Open provider login in a centered popup that auto-closes on completion via postMessage, keeping the user on a single tab. Falls back to redirect flow if popup is blocked. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add connection status, consent reuse, and SIE duplicate detection - Add listConsents() to query active consents by company - Add GET /status route returning consents, SIE import history, and entity counts - /connect reuses existing accepted consent instead of creating duplicates, and cleans up abandoned (status 0) consents - /status only returns accepted (status 1) consents - /sie-data checks each file's SHA-256 hash against sie_imports to report per-file import status (alreadyImported, importedAt) - /sie-data blocks on SIE validation failure (mirrors manual upload) - /import-sie validates unmapped accounts and auto-activates missing BAS accounts in chart_of_accounts (mirrors manual upload) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: show active connections, SIE file status, and smart re-sync UI - ProviderStep shows active connections with last import date, entity counts, "Synka igen" button, and disconnect option - Already-connected providers greyed out in selection grid - OptionsStep shows per-fiscal-year import status (imported vs new) - SIE toggle disabled with explanation when all files already imported - handleStartMigration skips already-imported SIE files - Auto-skip mapping step and disable SIE on re-sync when up to date - Result step hides empty "0 importerade" rows and shows "Allt är uppdaterat" when nothing new was fetched - OptionRow supports disabled state Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: adjust COMING_SOON_PROVIDERS based on NODE_ENV for development and production * Removed duplicate * Removed duplicate * refactor: redesign reports page navigation from grid boxes to bordered card layout Replace the 4-column grid of uneven TabsList boxes with a CSS grid card using auto-sized columns separated by 1px border dividers. All sections now share equal height via items-stretch, with clear visual separation between groups. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * chore: trigger Vercel deployment * Update supabase/migrations/20260402010000_provider_consents.sql Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> * Update lib/providers/rate-limiter.ts Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> * chore: re-trigger checks after migration sync --------- 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> |
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Jakob Wennberg
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e2d9c8bb85 |
fix: MCP OAuth 303 redirect, send dialog auto-close, bank details null payload (#175)
* 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> |
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Jakob Wennberg
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1dcec370b6 |
fix: sanitize document filenames and add upload validation (#171)
* 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> |
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Jakob Wennberg
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f95e6437f2 |
fix: increase initial bank sync window from 90 to 120 days (#170)
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> |