f3a3d07ed3e33079e4eb00a09f087dd88aaab617
90 Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
 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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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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129664533c |
Bug/fortnox import (#298)
* 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 |
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Jakob Wennberg
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dd920355b3 |
fix: use service-role client for processing_history writes (#289)
appendProcessingHistory was accepting a caller-provided SupabaseClient, but processing_history has no INSERT RLS policy (by design — audit trail writes should not be user-controllable). Extension handlers pass the authenticated user client (ctx.supabase), which caused silent RLS violations caught by try-catch — the audit trail was wired up but empty. Switch to creating a service-role client internally, matching the existing event_log pattern (event-log-handler.ts uses createServiceClientNoCookies). Remove the supabase parameter from both appendProcessingHistory and appendProcessingHistoryBatch. Update all 5 call sites in invoice-inbox and inbox-smart-match. Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob Wennberg
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0076aa85f8 |
feat: arcim inbox (Resend Inbound) + smart-match extension + commit metadata (#286)
* 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> * feat: arcim inbox + smart-match extension + commit metadata Three threads, all gated off in extensions.config.json (invoice-inbox and inbox-smart-match are not in the enabled list for this PR). invoice-inbox: Gmail OAuth -> Resend Inbound (v2.0.0) - Remove gmail-scanner / gmail-helpers - Add resend-inbound.ts (webhook verify, attachment fetch) and inbox-provisioning.ts (per-company @arcim.io address with rotation) - Replace /gmail/* routes with /inbox/address and admin-only /inbox/rotate - Workspace UI: card layout + MatchBlock surfacing AI transaction matches - classify-document: tightened discount/total prompt; cap confidence at 50% when line items do not reconcile with amount_incl_vat - Manifest requires RESEND_API_KEY, RESEND_INBOUND_DOMAIN, RESEND_INBOUND_WEBHOOK_SECRET inbox-smart-match (new extension) - Event-driven AI matching of receipts to bank transactions - Listens on inbox_item.classified (match now) and transaction.synced (retro-match receipts waiting for a transaction) - Uses service-role client; processing_history append is scoped by company_id from the event payload commit metadata + audit plumbing - journal_entries gains commit_method and rubric_version columns - commit_journal_entry RPC accepts both (BFNAR 2013:2 behandlingshistorik) - processing-history PII detector strips UUID-shaped substrings before personnummer pattern matching (UUIDs were triggering false positives) - New generic inbox_item.classified event Migrations - arcim_inbox: company_inboxes table, resend_email_id, email_body_text, auto-provision trigger, drops obsolete email_connections - journal_entry_commit_metadata: new columns + updated RPC - inbox_attachment_composite: resend_attachment_id + composite unique index - inbox_smart_match: correlation_id, match_reasoning, expanded match_method CHECK, pending-match and correlation indexes 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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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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Mattsson
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942ab7636f |
Migration timeouts (#258)
* feat: optimize migration process with bulk reads and chunked inserts to improve performance * feat: add SIE-import requirement banner for specific providers in migration workflow * feat: enhance error handling in TIC API integration with structured HTTP responses * Update components/extensions/general/ArcimMigrationWorkspace.tsx 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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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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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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Mattsson
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cd376e1cad | feat: implement viewer role permissions for bank transaction imports and connections (#234) | ||
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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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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
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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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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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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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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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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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c4a6d16e94 |
feat: document inbox + fix MCP pending operations user_id (#172)
* fix: always use business PSU type for bank connections EF (sole trader) users connecting to Nordea got personal accounts because psu_type was set to 'personal' based on entity_type. Since gnubok is accounting software, all bank connections should use 'business' PSU type regardless of entity type. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: document inbox extension with AI classification Add invoice-inbox extension for email-based document processing with AI-powered classification, supplier matching, and inbox management. Includes MCP tools for document upload/listing, migration, and supporting changes across document service, API keys, and banking. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: disable invoice-inbox extension, use dynamic import in MCP server Keep invoice-inbox out of extensions.config.json until ready for production. MCP server now dynamically imports classifyDocument to avoid breaking when the extension is disabled. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: correct file size error message in invoice-inbox upload Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob Wennberg
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f69f1daac3 |
fix: always use business PSU type for bank connections (#169)
* fix: always use business PSU type for bank connections EF (sole trader) users connecting to Nordea got personal accounts because psu_type was set to 'personal' based on entity_type. Since gnubok is accounting software, all bank connections should use 'business' PSU type regardless of entity type. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: remove stale companySettings reference from log Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob Wennberg
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d0b3f21bde |
feat: remove AI extensions, restructure settings, and add atomic voucher commits (#157)
Remove AI-dependent extensions (ai-chat, ai-categorization, receipt-ocr, invoice-inbox) and their infrastructure (lib/ai/*, ai-consent, LangChain/ Anthropic/OpenAI deps) to simplify core and reduce bundle size. Restructure monolithic settings page into dedicated sub-pages (company, bookkeeping, invoicing, tax, banking, api, account, team, templates) with shared layout and sidebar navigation. Add atomic commit_journal_entry RPC so voucher number increment and status update happen in a single transaction — prevents burned numbers on constraint failures. Add continuity check report and voucher gap explanation tracking. Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob Wennberg
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e89f2c402d |
feat: complete multi-tenant refactor + settings validation + fiscal period API (#156)
* feat: complete multi-tenant refactor for reconciliation, arcim, settings validation - Migrate bank-reconciliation to company_id (all functions + tests) - Migrate arcim-migration entity mappers and orchestrator to company_id - Fix enable-banking reconciliation calls to use companyId - Add Swedish law validation to settings schema: - VAT number required when VAT-registered (ML 11 kap. 8§) - Moms period required when VAT-registered (SFL 26 kap.) - Aktiebolag must use accrual accounting (BFNAR 2006:1) - Fix fiscal year period creation: always 12 months after first year (BFL 3 kap.) - Add plusgiro, website, pays_salaries fields to CompanySettings - Add plusgiro to invoice PDF template - Add fiscal period CRUD and opening balances API routes - Add frame-src CSP directive for future iframe embedding - Fix unlinked_1930_lines RPC to use company_id parameter - Update CLAUDE.md documentation Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address PR review findings (P1 + P2) - Fix reconciliation events emitting companyId as userId — thread actual userId through runReconciliation and manualLink - Move VAT cross-field validation (vat_number, moms_period) from schema refinements to route handler where effective stored state is available, preventing false rejection on partial updates - Add plusgiro format validation regex (N-N pattern) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Mattsson
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fad4899cb4 | fix: update RPC calls to use company_id instead of user_id for invoice and arrival number generation (#154) | ||
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Mattsson
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0dd1f5ebc1 |
feat: multi-tenant company refactor (GNU-19) (#153)
* feat: multi-tenant company refactor (GNU-19) Introduce companies table, company_members, and user_preferences to support multiple companies per user. All data scoping changes from user_id to company_id across the entire codebase. Key changes: - Database migration: new tables, company_id on 40+ tables, backfill, RLS rewrite from user_id to company-member-based, updated RPCs - Types: Company, CompanyMember, CompanyRole, UserPreferences types; company_id added to all entity interfaces; companyId on all events - Engine: all 7 core functions take companyId; storno, period, year-end services updated; 16 report generators updated - Middleware: company context resolution (cookie → prefs → first company) - API routes: ~120 routes updated with requireCompanyId() - Frontend: CompanyProvider context, layout/dashboard/onboarding updated - Extensions: context factory, 9 extensions, all lib files updated - Tests: 1880 tests passing, all helpers updated with company_id defaults Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add database migrations for multi-tenant company and team system (GNU-19) Adds company_invitations, company creation RPC, team_members, account deletion RPC, and teams table refactor migrations. Updates base multi-tenant migration with cascading FKs and onboarding_step column. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add team types and update core infrastructure for multi-tenancy (GNU-19) Adds TeamRole, MemberSource, and Team types. Refactors Supabase service client to be stateless, updates middleware for team-aware routing, extends CompanyContext with team/role fields, and updates extension service types to accept companyId. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * refactor: thread company_id through business logic functions (GNU-19) Replaces user_id scoping with company_id across all lib modules: bookkeeping, documents, transactions, invoices, reconciliation, tax, deadlines, and import. Updates corresponding tests. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * refactor: thread company_id through API routes and extensions (GNU-19) Updates all existing API routes to extract and pass companyId. Updates enable-banking and arcim-migration extensions for company-scoped transaction ingestion and sync. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add company and team management API routes (GNU-19) Adds CRUD endpoints for company members, company invitations, team members, and team invitations. Includes invite token utilities, email templates, and company switch server action. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add team/company UI components, pages, and dashboard updates (GNU-19) Adds CompanySwitcher, ConsultantEmptyState, Step0RoleChoice, company members and team management panels. Updates dashboard layout for team-aware routing, onboarding for multi-step role choice, and auth callback for team invite acceptance. Ignores supabase/.branches/. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add null guards for company in import page (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: move appUrl declaration to outer scope in invite route (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add optional chaining for company.name in members section (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add optional chaining for second company.name in members section (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add null guards for company in extension components (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: pass companyId to executeSIEImport in arcim-migration extension (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: update tests to use companyId instead of userId and improve type handling --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Mattsson
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1756af6c5e |
Eb and skills (#152)
* fix: improve date filter UX with partial dates and Apply button (GNU-18) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: enhance banking settings with connection handling and integrity checks --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob Wennberg
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77a316fec1 |
feat: move bank details from onboarding to first invoice creation (#140)
* feat: event log, pending operations, and MCP staging - Event log system: persist bus events to event_log table for external automation platforms. Batch insert for transaction.synced. Daily cleanup cron at 02:00 UTC. - Pending operations: MCP write tools (categorize, create customer, create invoice) now stage to pending_operations instead of executing directly. Users review and commit/reject from /pending in the web UI. - Granskning page: card-based review UI with expandable previews, commit/reject dialogs. Only shown in nav when pending ops exist. - Commit route re-executes using core lib functions (no extension imports). Guards against stale state (double-commit, deleted entities). Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: stage new MCP write tools after main merge Add staging for 4 new write tools from #133: - mark_invoice_paid, send_invoice, mark_invoice_sent, match_transaction_invoice - Expand pending_operations CHECK constraint - Add commit executors with full execution logic - Add UI labels and generic preview component - Remove confirm parameter from categorize (single-call staging) - Fix UUID in pending op title (fetch transaction description) - Hide Granskning nav when no pending ops Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address PR review feedback - Fix TS build error: use `select('*, customer:customers(*)')` for match_transaction_invoice to avoid array type inference - Add status guard to commitSendInvoice (prevents duplicate sends) - Replace auth.admin.getUserById with user email from session auth - Restore optimistic lock check in commitMatchTransactionInvoice - Fix tool description typo: expense_software → expense_office Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add support contact links and improve SIE import UX Add a SupportLink component with a contact dialog throughout the app (nav, help page, settings, MFA, error pages, empty states). Improve SIE import flow with phased loading states, structured skip breakdowns, and an elapsed-time counter. Fix MFA enroll stale factor cleanup and URL encoding for settings return path. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address PR review — open redirect, XSS, test cleanup, fallback email - Validate returnTo is a relative path in MFA enroll (prevents open redirect) - Add afterEach import to event-log-handler tests (fixes handler leak) - HTML-escape user-supplied subject and message in support email body - Replace hardcoded personal email with support@gnubok.se fallback Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: move bank details from onboarding to first invoice creation Bank details (account, bankgiro, invoice prefix) are now collected contextually when the user creates their first invoice, rather than during onboarding where most users skip them. This ensures invoices always have payment information on the PDF. - Remove onboarding step 5 (bank details), simplify to 4 steps - Delete Step6ConnectBank component - Add BankDetailsSetupDialog with bank account, bankgiro (Luhn), IBAN/BIC (collapsible), and invoice prefix fields - Intercept at "Granska & skapa" for invoice document type only (proforma and delivery notes pass through without bank details) - Show soft info banner on invoice form when bank details are missing - Add controlled mode (value/onChange) to BankNameCombobox for reuse Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address PR review — null-check race, escape key, starting number - Fix P1: use `hasBankDetails === false` instead of `!hasBankDetails` to avoid treating null (loading) state as missing bank details - Fix P2: remove onEscapeKeyDown override so keyboard users can dismiss the dialog (WCAG AA compliance) - Add starting invoice number field alongside prefix, so users can choose e.g. starting at 14 instead of 1 Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: skip auto-categorization during bank sync when SIE overlap detected Prevents double-booking when bank transactions are synced for a period that already has journal entries from a SIE import. Reconciliation still links transactions to existing GL lines; only new journal entry creation is suppressed. A batch reconciliation sweep runs post-sync to catch additional matches. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Mattsson
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bb473e2c57 |
Worktree api key scopes (#139)
* feat: add read/write scopes to API keys API keys now require explicit scopes (e.g. transactions:read, invoices:write) instead of having implicit full access. The create dialog shows grouped checkboxes per domain with read/write split. Legacy keys with null scopes default to read-only. MCP tools/list is filtered by scope and tools/call rejects unauthorized calls. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * Enhance API key scopes with suppliers and update descriptions for better clarity * fix: drop function before recreating with changed return type PostgreSQL cannot change return type via CREATE OR REPLACE. Drop the existing function first to avoid SQLSTATE 42P13. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add new migration to drop and recreate function with scopes return type The original migration was already applied, so a new migration is needed to DROP the function first before recreating with the updated return type. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add DROP FUNCTION to original migration, remove redundant fix migration Preview branches replay all migrations from scratch. The original migration must DROP the function before recreating it with a changed return type, otherwise PostgreSQL rejects the CREATE OR REPLACE. The separate fix migration is no longer needed. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: rename migration to avoid duplicate version in schema_migrations Version 20260325120000 is already recorded in the preview DB from a prior failed apply. Renaming to 20260326130000 so Supabase treats it as a new migration. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob Wennberg
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f3ae3cd361 |
feat: event log, pending operations, and MCP staging (#135)
* feat: event log, pending operations, and MCP staging - Event log system: persist bus events to event_log table for external automation platforms. Batch insert for transaction.synced. Daily cleanup cron at 02:00 UTC. - Pending operations: MCP write tools (categorize, create customer, create invoice) now stage to pending_operations instead of executing directly. Users review and commit/reject from /pending in the web UI. - Granskning page: card-based review UI with expandable previews, commit/reject dialogs. Only shown in nav when pending ops exist. - Commit route re-executes using core lib functions (no extension imports). Guards against stale state (double-commit, deleted entities). Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: stage new MCP write tools after main merge Add staging for 4 new write tools from #133: - mark_invoice_paid, send_invoice, mark_invoice_sent, match_transaction_invoice - Expand pending_operations CHECK constraint - Add commit executors with full execution logic - Add UI labels and generic preview component - Remove confirm parameter from categorize (single-call staging) - Fix UUID in pending op title (fetch transaction description) - Hide Granskning nav when no pending ops Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address PR review feedback - Fix TS build error: use `select('*, customer:customers(*)')` for match_transaction_invoice to avoid array type inference - Add status guard to commitSendInvoice (prevents duplicate sends) - Replace auth.admin.getUserById with user email from session auth - Restore optimistic lock check in commitMatchTransactionInvoice - Fix tool description typo: expense_software → expense_office Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Mattsson
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4d2152946a |
feat: expand MCP server with invoice, supplier, report, and reconciliation tools (#133)
Adds ~15 new MCP tools covering invoice operations (send, mark paid, mark sent, match to transaction), supplier queries, counterparty template suggestions, chart of accounts, balance sheet, general ledger, AR/AP ledgers, fiscal periods, and bank reconciliation status. Updates server instructions to reflect expanded scope. Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob Wennberg
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d8e0a22495 |
feat: counterparty templates, Skatteverket extension, complete VAT form (#117)
* feat: separate AR/AP/accounting into distinct nav groups (#92) Split the flat "Finans" sidebar group into three visually distinct sections — Försäljning (AR), Inköp (AP), and Redovisning — so users coming from Fortnox immediately find customer invoicing and supplier invoices as top-level concepts. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: journal entry detail view, correction chain, and account name display - Add journal entry detail page at /bookkeeping/[id] with full entry view - Add correction chain API and component showing storno relationships - Add JournalEntryStatusBadge component for entry status display - Show debit/credit account names in template picker and review dialogs - Expand client-side BAS account name mapping with additional accounts - Show account codes on transaction inbox suggestion buttons Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address review feedback — N+1 query, duplicate name, nav dedup - Batch reverse-lookup into single query per BFS iteration (was N+1) - Differentiate account 2393 from 2893 in display names - Extract shared loop for desktop/mobile nav group rendering Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: counterparty templates, Skatteverket extension, VAT form completeness, and UI cleanup - Add counterparty-based categorization templates (learned from user approvals and auto-ingestion) with fuzzy matching in the mapping engine - Add Skatteverket extension for direct VAT declaration submission via API - Complete VAT declaration form with all 30 SKV 4700 boxes (ruta 08, 35-42, 50, 60-62) - Fix ruta 49 formula to include import VAT (ruta 60+61+62) - Simplify dashboard UI: remove redundant icons from stat cards, customer cards, invoice list, supplier invoices; use Badge variants consistently - Add SkatteverketPanel component to reports page - Add categorization_templates and skatteverket_tokens migrations - Update tests and helpers for new types Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address PR review feedback — VAT detection, migration timestamps, dedup - Fix detectVatTreatment to derive actual rate (12%/6%) from VAT line description instead of hardcoding standard_25 - Rename skatteverket_tokens migration to 20260324120001 to avoid duplicate timestamp with categorization_templates (fixes Supabase deployment failure) - Make refreshAccessToken accept previousRefreshCount param to enforce refresh limit contract at the type level - Fix rate limiter TOCTOU by claiming slot before await - Extract formatRedovisare/formatRedovisningsperiod to shared lib/skatteverket/format.ts — eliminates duplication between mappers.ts and SkatteverketPanel.tsx Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Mattsson
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c1630068b3 |
Feature/quick review scroll (#110)
* fix: allow scrolling in QuickReviewDialog when content overflows viewport The dialog had no max-height or overflow handling, so tall content (e.g. extern representation with warnings + journal preview) was clipped with no way to scroll. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add detailed error logging to Enable Banking integration Adds structured console logging with full context (status codes, response bodies, connection IDs, account UIDs, stack traces) to all Enable Banking operations: connect, callback, sync, disconnect, and the API client retry/error paths. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add detailed error logging to login and register flows Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: implement KPI settings management with preferences and dynamic KPI display --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob Wennberg
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fdcc94102a |
fix: remove gnubok_categorize_with_receipt tool (#88)
* fix: remove gnubok_categorize_with_receipt tool The tool requires Claude to generate the entire base64-encoded file as tool arguments token-by-token, which is extremely slow for large PDFs. Receipt attachment should happen via the widget (where JavaScript handles encoding) or through the web app. The receipt matcher widget and gnubok_receipt_matcher tool remain — they provide the intended UX for matching receipts to transactions. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: update widget to call gnubok_categorize_transaction The widget was still calling the removed gnubok_categorize_with_receipt tool. Updated to call gnubok_categorize_transaction instead (text-only, no file upload). Receipt attachment via the widget is deferred to a future iteration. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob Wennberg
|
7571b85d1a |
feat: MCP Apps receipt matcher widget (#84)
* feat: add MCP Apps receipt matcher widget for inline receipt-to-transaction matching Adds an interactive HTML widget that renders inline in Claude Desktop via MCP Apps (SEP-1865), letting users drag receipts onto uncategorized transactions to categorize, book, and attach documents in one flow without leaving the conversation. - Extract categorizeTransactionCore() shared by both categorization tools - Add gnubok_receipt_matcher tool with _meta.ui for MCP Apps widget rendering - Add gnubok_categorize_with_receipt tool (categorize + upload document) - Add resources/list and resources/read protocol handlers - Self-contained widget HTML with MCP Apps bridge, drag-and-drop, client-side resize Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address review feedback — buffer slice, MIME type, HTML escaping - Fix Buffer.buffer slab pool issue: slice to exact byte range to avoid corrupted uploads for small files (≤4096 bytes) - Update MIME type to image/jpeg after canvas re-encode (was keeping original file.type, causing content-type mismatch in DB) - Escape tx.date through esc() for consistent innerHTML sanitization - Remove unused `reset` variable in tests Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob Wennberg
|
a1b33cbc6a |
fix: MCP notification 202 and protocol version echo (#75)
* fix: return 202 for MCP notifications and echo client protocol version - notifications/initialized returns 202 Accepted per MCP Streamable HTTP spec (was 204 which may prevent tool discovery) - Echo client's protocolVersion in initialize response - Add instructions field for server description Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: validate protocol version and handle notifications pre-auth - Validate protocolVersion against supported set instead of blindly echoing (prevents false protocol agreement with unknown versions) - Handle notifications/initialized before auth check so fire-and-forget notifications don't get 401 responses that confuse MCP clients Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob Wennberg
|
d61670231f |
fix: plain 401 for MCP OAuth discovery (#74)
* fix: return plain 401 for MCP OAuth discovery and harden auth flow - Return plain HTTP 401 with WWW-Authenticate header (no JSON-RPC body) so Claude Desktop's MCP client can trigger OAuth discovery correctly - Remove unused apiKey import from authorize route - Remove stale codeChallengeMethod parameter from oauth-codes Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add Retry-After header to 429 rate limit response Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob Wennberg
|
5d66dd6bfc |
feat: MCP server, API keys, OAuth, and KPI dashboard (#72)
* fix: prevent Chrome auto-translate from crashing React during onboarding
Chrome auto-translate modifies DOM text nodes when it detects a Swedish
page (lang="sv") in a browser set to English. React does not expect
external DOM mutations and throws, crashing the entire component tree
into global-error.tsx on every step transition.
Add translate="no" and <meta name="google" content="notranslate"> to
suppress browser translation. Also fix timezone-unsafe date parsing in
fiscal period validation (new Date("YYYY-MM-DD") + getDate() returns
local-timezone values, shifting dates by -1 day in Western timezones).
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: add notranslate meta tag to global-error.tsx for consistency
Per review feedback — global-error.tsx renders its own <html> document,
so it needs the same <meta name="google" content="notranslate"> tag as
layout.tsx to fully suppress Chrome translation on error pages.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add MCP server extension with OAuth, API keys, and KPI dashboard
Let users do bookkeeping through Claude Desktop, Claude Code, or any
MCP-compatible client. "Show my uncategorized transactions." "Book that
as office supplies." "Invoice Acme for 15,000 kr."
MCP server (extension):
- 10 tools: transactions, categorization, customers, invoices,
trial balance, VAT report, KPI report, income statement
- JSON-RPC 2.0 protocol (no SDK dependency, works in serverless)
- Tool annotations, pagination, input validation per MCP best practices
- Same engine as web UI (VAT rules, exchange rates, event emission)
API key infrastructure (core):
- api_keys table with RLS, rate limiting (100 RPM), scopes column
- Atomic rate limit via DB RPC (validate_and_increment_api_key)
- Key management API routes + settings UI panel
OAuth 2.1 for Claude Desktop connectors:
- .well-known/oauth-protected-resource + oauth-authorization-server
- Authorization endpoint with consent page
- Token endpoint with PKCE verification
- Stateless encrypted auth codes (AES-256-GCM, no DB storage)
- Dynamic client registration
KPI dashboard:
- /nyckeltal page with hero cards, operational grid, trend chart
- GET /api/reports/kpi endpoint
- Gross margin, cash position, expense ratio, avg payment days,
VAT liability, revenue/expense trend
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address OAuth security vulnerabilities from code review
Critical fixes:
- Auth code replay: Track used codes in oauth_used_codes table with
unique constraint. Codes are single-use per OAuth 2.1 §4.1.2.
- Open redirect: Validate redirect_uri against hardcoded allowlist
of known Claude callback URLs + localhost for dev.
P1 fixes:
- Move API key creation from /authorize to /token endpoint. Keys are
only created after PKCE verification, preventing orphaned keys on
abandoned OAuth flows.
- Add ensureInitialized() to MCP server so event handlers load and
transaction.categorized events reach extensions.
P2 fixes:
- Remove 'plain' from PKCE methods — only S256 is advertised and
accepted.
- Fix extension count in sectors test (10 → 11 for mcp-server).
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: remove duplicate ensureInitialized() that caused circular import
The extension router (ext/[...path]/route.ts) already calls
ensureInitialized() before dispatching to handlers. The duplicate
call in server.ts created a circular import that Turbopack couldn't
resolve, breaking the Vercel build.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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||
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Jakob Wennberg
|
e18b8dc789 |
feat: BFL-compliant descriptions, cancelled status, and TIC company lookup (#57)
* 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> * fix: OAuth callback redirect for local dev and timeout resilience - Pass redirectUri dynamically from NEXT_PUBLIC_APP_URL so OAuth callbacks work on localhost (not just production) - Encode consentId/provider in OAuth state (base64url JSON) so the callback doesn't depend on session storage - Add skipAuth flag to extension API routes for OAuth callbacks (external provider redirects have no user session cookie) - Wrap AbortError in descriptive timeout messages in arcim-client - Make preview endpoint resilient to partial failures (company info and SIE fetch are individually non-blocking) - Simplify login page (remove unused magic link auth mode) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: create journal entry before marking invoice as paid Move journal entry creation before the invoice status update so that if accounting fails, the invoice is not permanently marked paid without a corresponding entry. Previously the error was silently swallowed. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: update mark-paid tests for journal-first ordering Reorder mock queue to match new flow (settings before update), update failure test to expect 500 instead of silent success, add try-catch with proper error response in route handler. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add reverse charge VAT (ruta 20-32) and improve mobile UX across dashboard Add full reverse charge (omvänd skattskyldighet) support to the VAT declaration: - Map accounts 2614/2624/2634 to ruta 30/31/32 for self-assessed output VAT - Calculate purchase bases (ruta 20-24) from supplier invoices by supplier type - Include ruta 30-32 in ruta 49 formula and totalOutputVat summary - Display reverse charge section in reports UI and composition chart - Add comprehensive test coverage for all reverse charge scenarios Improve mobile UX across the app: - Convert nav drawer to bottom sheet with drag handle and safe area padding - Add mobile card layout for PaymentBookingDialog journal lines - Replace settings tab pills with dropdown selector on mobile - Make wizard step indicators responsive (collapsed on mobile) - Ensure all dialog footers stack buttons full-width on mobile - Add 44px minimum touch targets throughout - Make onboarding buttons full-width on mobile Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — indentation, query efficiency, tab dedup - Fix misleading try-block indentation in mark-paid route - Filter reversed entries at DB level (.eq('status', 'posted')) instead of fetching then discarding in memory - Extract shared settingsTabs array so mobile Select and desktop TabsList stay in sync automatically Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add resilience fallbacks, Arcim retry logic, and client tests Add FallbackPrompt component and integrate it across banking and migration error states so users always have a manual import escape hatch. Add retry with exponential backoff to Arcim API client for transient failures (429, 502, 503, 504) and timeouts. Expand import page deep-linking with ?mode= parameter. Add persistent error banner on settings page for bank connection failures. Include 18 new tests for the Arcim client covering retry, backoff, pagination, timeout, env validation, and singleton resource unwrapping. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — setActiveTab, test cleanup, redundant clearTimeout - Add missing setActiveTab('banking') when handling bank_error query param so the error banner is actually visible (P1) - Guard env-var cleanup with try/finally in arcim-client tests to prevent state leakage on assertion failure (P2) - Only mock retry-range setTimeout delays in backoff test, letting AbortController timers pass through real setTimeout (P2) - Remove redundant clearTimeout in catch block — finally handles it (P2) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add BFL-compliant counterparty names to journal descriptions and cancelled entry status Journal descriptions now include customer/supplier names for traceability (e.g. "Kundfaktura 1001, Foretag AB"). Failed draft entries are marked as 'cancelled' instead of deleted, respecting immutability constraints. Includes DB migration for the new journal_entries status value. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — Swedish typos, missing source type, trigger and reversal cleanup - Fix Swedish spelling: leverantor → leverantör in all supplier description prefixes - Add supplier_credit_note to supplierSourceTypes in VAT declaration so credit notes correctly reduce reverse-charge bases (ruta 20–24) - Mark orphaned concurrent reversals as cancelled instead of attempting deletion that the immutability trigger blocks - Allow posted → cancelled transition in trigger for orphaned reversal cleanup - Restrict cancelled entry line trigger to DELETE-only (block INSERT/UPDATE) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: use main's Step3TaxRegistration (onboarding restructured in PR #54) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * chore: retrigger Greptile review Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add TIC company lookup extension, extension nav items, and legacy toggle fallback Introduces the TIC (Bolagsuppgifter) extension for automatic company data lookup via org number during onboarding. Adds dynamic extension nav items in the sidebar, legacy general extension fallback for toggle checks, and company lookup type definitions in core. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — restore push-notifications, filter nav by toggles, fix timeout error name - Restore push-notifications to LEGACY_GENERAL_EXTENSIONS (was silently dropped when extracting the shared constant) - Remove tic and arcim-migration from legacy defaults (new extensions should not default to enabled for all users) - Filter getExtensionNavItems() against user's enabled extensions so disabled extensions don't appear in the sidebar - Fix AbortSignal.timeout() error name check — Node.js throws TimeoutError, not AbortError Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add all bundled extensions to legacy defaults (email, arcim-migration, tic) Bundled extensions configured in extensions.config.json should default to enabled. Adds email, arcim-migration, and tic alongside the existing legacy defaults so they are accessible without explicit toggle rows. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
||
|
Jakob Wennberg
|
cdb40e7af3 |
feat: resilience fallbacks, Arcim retry logic, and client tests (#52)
* 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> * fix: OAuth callback redirect for local dev and timeout resilience - Pass redirectUri dynamically from NEXT_PUBLIC_APP_URL so OAuth callbacks work on localhost (not just production) - Encode consentId/provider in OAuth state (base64url JSON) so the callback doesn't depend on session storage - Add skipAuth flag to extension API routes for OAuth callbacks (external provider redirects have no user session cookie) - Wrap AbortError in descriptive timeout messages in arcim-client - Make preview endpoint resilient to partial failures (company info and SIE fetch are individually non-blocking) - Simplify login page (remove unused magic link auth mode) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: create journal entry before marking invoice as paid Move journal entry creation before the invoice status update so that if accounting fails, the invoice is not permanently marked paid without a corresponding entry. Previously the error was silently swallowed. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: update mark-paid tests for journal-first ordering Reorder mock queue to match new flow (settings before update), update failure test to expect 500 instead of silent success, add try-catch with proper error response in route handler. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add reverse charge VAT (ruta 20-32) and improve mobile UX across dashboard Add full reverse charge (omvänd skattskyldighet) support to the VAT declaration: - Map accounts 2614/2624/2634 to ruta 30/31/32 for self-assessed output VAT - Calculate purchase bases (ruta 20-24) from supplier invoices by supplier type - Include ruta 30-32 in ruta 49 formula and totalOutputVat summary - Display reverse charge section in reports UI and composition chart - Add comprehensive test coverage for all reverse charge scenarios Improve mobile UX across the app: - Convert nav drawer to bottom sheet with drag handle and safe area padding - Add mobile card layout for PaymentBookingDialog journal lines - Replace settings tab pills with dropdown selector on mobile - Make wizard step indicators responsive (collapsed on mobile) - Ensure all dialog footers stack buttons full-width on mobile - Add 44px minimum touch targets throughout - Make onboarding buttons full-width on mobile Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — indentation, query efficiency, tab dedup - Fix misleading try-block indentation in mark-paid route - Filter reversed entries at DB level (.eq('status', 'posted')) instead of fetching then discarding in memory - Extract shared settingsTabs array so mobile Select and desktop TabsList stay in sync automatically Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add resilience fallbacks, Arcim retry logic, and client tests Add FallbackPrompt component and integrate it across banking and migration error states so users always have a manual import escape hatch. Add retry with exponential backoff to Arcim API client for transient failures (429, 502, 503, 504) and timeouts. Expand import page deep-linking with ?mode= parameter. Add persistent error banner on settings page for bank connection failures. Include 18 new tests for the Arcim client covering retry, backoff, pagination, timeout, env validation, and singleton resource unwrapping. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — setActiveTab, test cleanup, redundant clearTimeout - Add missing setActiveTab('banking') when handling bank_error query param so the error banner is actually visible (P1) - Guard env-var cleanup with try/finally in arcim-client tests to prevent state leakage on assertion failure (P2) - Only mock retry-range setTimeout delays in backoff test, letting AbortController timers pass through real setTimeout (P2) - Remove redundant clearTimeout in catch block — finally handles it (P2) 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
|
f33806cd15 | feat: enhance error handling and logging for bank connection process (#44) | ||
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Jakob Wennberg
|
bac49b6ee6 |
fix: OAuth callback redirect and timeout resilience (#43)
* 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> * fix: OAuth callback redirect for local dev and timeout resilience - Pass redirectUri dynamically from NEXT_PUBLIC_APP_URL so OAuth callbacks work on localhost (not just production) - Encode consentId/provider in OAuth state (base64url JSON) so the callback doesn't depend on session storage - Add skipAuth flag to extension API routes for OAuth callbacks (external provider redirects have no user session cookie) - Wrap AbortError in descriptive timeout messages in arcim-client - Make preview endpoint resilient to partial failures (company info and SIE fetch are individually non-blocking) - Simplify login page (remove unused magic link auth mode) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: create journal entry before marking invoice as paid Move journal entry creation before the invoice status update so that if accounting fails, the invoice is not permanently marked paid without a corresponding entry. Previously the error was silently swallowed. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: update mark-paid tests for journal-first ordering Reorder mock queue to match new flow (settings before update), update failure test to expect 500 instead of silent success, add try-catch with proper error response in route handler. 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
|
93413a8fd0 |
fix: resolve SIE import 504 timeout and clean up migration preview (#33)
* 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> |
||
|
Jakob Wennberg
|
98cd253bce |
feat: enable banking hardening, arcim inference, SIE fixes, onboarding (#32)
* 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> |
||
|
Jakob Wennberg
|
a7be1aab17 |
feat: comprehensive UI design audit and normalization (#28)
* 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> |
||
|
Jakob Wennberg
|
2ad8731dc9 |
feat: arcim migration wizard UX, import fixes, Sentry setup (#22)
* 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> |
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Mattsson
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82ad630448 |
User feedback implementations (#21)
* feat: enhance bank selector with search functionality and error handling * feat: enhance invoice item layout and add mobile delete functionality |