* 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>
* 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>
* 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>
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>
* 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>
* 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>
* 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>
The runtime toggle system (extension_toggles table, API routes, hooks, UI components)
added unnecessary complexity. Extensions controlled via extensions.config.json at build
time are now always active for all users. This removes ~835 lines of toggle-related code
including API routes, DB queries, the ExtensionToggleButton component, useEnabledExtensions
and useExtensionToggle hooks, and the toggle-check module. AI consent gating remains
unchanged.
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* 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>
* 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>
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Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
- SIE parser: Windows-1252 and CP437 encoding detection and decoding
- Bank file parser: add Nordea Business (Företag) CSV format
- Bank file parser: improve format detection for SEB, Länsförsäkringar, generic CSV
- INK2 engine: calculate årets resultat (7222) from income statement for open fiscal years
- Dashboard: parallel Supabase queries, simplified dashboard page
- Fix Swedish characters (å, ä, ö) in BAS data descriptions, validation messages, AI consent disclosures
- Import wizard UI improvements across all steps
- Migration: add 'bas_range' match type to sie_account_mappings constraint
- Extensive new tests for SIE parser encoding and bank file parser
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
Broad update across dashboard pages, components, extensions, and lib code. Includes ESLint config additions, onboarding flow redesign, settings page refactor, help page content expansion, dead code removal, and test mock fixes. Adds dev docs and public assets.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Fix VAT declaration ruta mappings to match SKV 4700 form correctly
(ruta 05 = total taxable sales, ruta 10/11/12 = output VAT per rate)
- Add INK2 declaration report for aktiebolag with SRU export
- Add full archive ZIP export for 7-year retention compliance
- Add AI consent gate requiring user approval before AI extension API calls
- Add DPA and privacy policy public pages
- Add audit trail API routes
- Update VAT registration threshold from 80k to 120k kr in onboarding
- Update CLAUDE.md documentation
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Consolidate the standalone user-description-match extension into ai-categorization,
adding an AI description analyzer that provides account/VAT suggestions alongside
template matching. The describe transaction dialog now shows AI suggestions with
confidence scores and supports both template-based and AI-based booking.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Remove all sector-specific extensions (construction, ecommerce, export,
hotel, restaurant, tech) — only general-purpose extensions remain
- Move NE-bilaga and SRU export from extensions to core reports (lib/reports/)
- Move moms-box-mapping from extensions/export/shared to lib/vat/
- Replace per-extension API routes with catch-all dispatcher
(app/api/extensions/ext/[...path]/route.ts)
- Add manifest.json for each extension with metadata, env vars, and deps
- Add api-routes.ts pattern for extension-defined API endpoints
- Add code generation scripts (generate-extension-registry, create-extension)
- Add extensions.config.json for opt-in extension loading
- Add extensions.schema.json for config validation
- Add email service interface with noop default (lib/email/service.ts)
- Add CI workflow (core-build.yml) to verify core builds with zero extensions
- Add migration 045: expand account_type CHECK for untaxed_reserves
- Update CLAUDE.md with comprehensive extension system documentation
- Update all report engines and bookkeeping services for new imports
- Clean up extensions.schema.json to only list existing extensions
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Reduce booking template library to eliminate duplicate suggestions when
users describe transactions. Templates with identical accounting treatment
(same account + VAT) are merged, keywords consolidated, and the entire
subscriptions group is eliminated. Also includes prior work on reports,
extensions, and transaction improvements.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add export & utrikeshandel sector to the extension system with BAS
accounts (3105, 3108, 3109, 3521, 3522), sector metadata, icon
imports, workspace registry entries, and design document.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Enrich ExtensionContext with supabase, emit(), settings, storage, log,
and services so extensions can receive everything through dependency
injection instead of importing core modules directly.
- Add context factory and inject context into event handlers via registry
- Move supplier invoice journal entry creation to core event handler
- Add services.ingestTransactions to ExtensionContext for enable-banking
- Create catch-all API route for extension-declared apiRoutes
- Migrate 5 extensions to accept context with dynamic import fallbacks
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add shared components (ConfirmDeleteDialog, EditEntryDialog, validation utils),
enhance all 12 extension workspaces with edit/delete dialogs, input validation,
period comparisons, and new analytics features. Fix critical bugs in
ProjectBilling margin calculation and EarningsPerLiter revenue allocation.
Add pure calculation modules with 183 new tests across all extensions.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Jakob Wennberg