f3a3d07ed3e33079e4eb00a09f087dd88aaab617
35 Commits
| Author | SHA1 | Message | Date | |
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 Mattsson
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24107338fa |
Fix/balance inconsitency (#306)
* feat: implement fiscal period date fields component and validation logic * feat: update fiscal period validation and naming logic * feat: implement RPC for computing prior opening balances - Added `compute_prior_opening_balances` RPC to aggregate opening balances for balance-sheet accounts when no opening balance entry is set. - Updated tests across various reports to utilize the new RPC for fetching prior balances. - Refactored `getOpeningBalances` to call the RPC when necessary, improving performance and reliability. - Introduced a script to repair fiscal period chains for companies with broken periods, ensuring proper linking and continuity. - Enhanced error handling and validation in the repair script to ensure data integrity during the process. * feat: implement duplicate opening-balance repair for multi-year SIE imports * feat: enhance SIE entry listing and deduplication logic for opening balances * fix: refine companyHasPriorActivity logic to exclude storno entries and improve balance counting |
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Mattsson
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885dd8a2e4 |
feat: implement fiscal period date fields component and validation logic (#301)
* feat: implement fiscal period date fields component and validation logic * feat: update fiscal period validation and naming logic |
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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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Jakob Wennberg
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23664e79cb |
feat: multi-series SIE import, reusable FiscalYearSelector, library templates in picker (#278)
* feat: multi-series SIE import, reusable FiscalYearSelector, library templates in picker - SIE import preserves each voucher's source series (B/C/I/V/...), essential for Fortnox migrations where series carry semantic meaning (kundfakturor, inbetalningar, etc.). Target numbering still goes through next_voucher_number per series; source (series, number) is stored in the migration mapping for BFNAR 2013:2 audit trail. - Execute route reads company_settings.default_voucher_series as the fallback for vouchers arriving without a series (SIE4I). - Extract shared FiscalYearSelector component; adopt in /reports and /bookkeeping. - Transaction TemplatePicker now surfaces user-created library templates (company + team scope) alongside the static registry, with a helper to convert simple library templates into the BookingTemplate shape. - Exclude 8999 "Årets resultat" from income statement financial section and monthly breakdown so year-end closing entries don't cancel the net result. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * test: skip Bokio SIE regression when fixtures are absent /dev_docs is gitignored (contains anonymised customer exports), so the integration test can't find its input files in CI. Gate the suite on fixture presence so it still runs locally. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: address Greptile review feedback - convertLibraryToBookingTemplate: default entity_applicability to 'all' when the source template has no entity_type, so TemplatePicker doesn't silently hide it for companies with a set entity type. - FiscalYearSelector: fire onReady in the no-company early-return branch so consumers (e.g. ReportsPage) don't get stuck in a loading skeleton while the company context is still hydrating. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Mattsson
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8ed943198f |
fix: allow retroactive first fiscal year via SIE import (#265)
The enforce_period_start_day trigger and its sie-import pre-validation rejected any non-first-of-month period_start whenever *any other* fiscal period existed for the company. That blocked a real user flow: after onboarding creates a default period (e.g. current year, day 1), importing an SIE for an older förlängt första räkenskapsår (e.g. 2017-07-28 – 2018-12-31) failed with "Non-first fiscal period must start on the 1st of a month". Per BFL 3 kap., the chronologically first fiscal year is the one that may be 6–18 months and start mid-month — which is a property of *when* the period starts relative to others, not of insert order. The trigger and pre-validation now allow mid-month start iff no existing period starts earlier. Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Mattsson
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c8a5f044c3 | feat: add ensureFiscalPeriod function and related tests for fiscal period validation (#264) | ||
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Mattsson
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a3fea6fb7c |
feat: add opening balance import functionality (#238)
- Implemented OpeningBalanceResultStep component to display results of the import process, including success messages and error handling. - Created OpeningBalanceUploadStep component for file upload with drag-and-drop support, including validation for accepted file types. - Developed column detection logic in column-detector.ts to identify account number, name, debit, credit, and balance columns based on headers and data. - Added parser functionality in parser.ts to handle parsing of opening balance files, including validation and BAS account matching. - Created tests for column detection and parsing logic to ensure accuracy and reliability. - Defined types for detected columns and parsed rows in types.ts to improve type safety and clarity in the codebase. |
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Jakob Wennberg
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9753f18533 |
fix: address user feedback — RC preview, bank sync lookback, CSV import robustness (#233)
Three confirmed issues from user feedback: 1. Reverse charge preview now uses per-item VAT rates and correct accounts (2645/2647, 2614/2624/2634) instead of hardcoded 25%/2614 2. Bank sync uses 90-day lookback on first sync (when last_synced_at is null) instead of hardcoded 7 days for all syncs 3. Bank file import improvements: - Shared date normalizer supporting DD.MM.YYYY, DD/MM/YYYY, YYYYMMDD - Silent row skips now reported with reason in issues[] - Decimal separator mismatch detection in generic CSV - Swedish error message with format diagnostics on detection failure - Date format selector in column mapping UI Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob Wennberg
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258a64a849 |
feat: allow replacing completed SIE imports (#227)
* feat: allow replacing completed SIE imports Users who import a SIE file, make adjustments in the source system, and re-export can now replace the old import instead of being permanently blocked by the "overlapping fiscal year" guard. The old import's entries are cancelled (posted → cancelled) and the import is marked as 'replaced'. Nothing is deleted — full audit trail preserved per BFL 5 kap 5§ (rättelse) and BFNAR 2013:2 kap 8. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — atomic RPC, locked_at check - P1: Wrap entry cancellation + import status update in a single DB RPC (replace_sie_import) to prevent inconsistent state on partial failure - P2: Check locked_at in addition to is_closed for fiscal period guard - P2: Use RPC return value for accurate cancelled entry count Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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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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Jakob Wennberg
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6ccd4f429c |
fix: Swedish VAT compliance — representation, domestic RC, full 26xx mapping, SIE (#206)
* feat: add INK2 declaration improvements, invoice delivery date, and Swedish compliance skills Expand INK2 engine with full INK2S/INK2R support and improved SRU generation. Add delivery_date field to invoices and corresponding PDF/migration support. Add Claude skills for Swedish asset accounting, invoice compliance, SIE import/export, SRU filing, and tax planning. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address PR review — map BAS 4500–4899, strip CRLF in SRU, document P3 - Map BAS accounts 4500–4599 (legoarbeten), 4700–4899 (diverse varuinköpskostnader) to SRU 7512 so they are not silently dropped from INK2R declarations - Strip \r\n in sanitizeString to prevent CRLF injection in SRU fields - Document P3 period suffix limitation for brutet räkenskapsår Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: correct BAS 4500-4599, 4700-4899 mapping from 7512 to 7511 Per the official BAS-to-SRU mapping, these account ranges are cost of goods (legoarbeten, inkurans, svinn) and belong under 7511 (Råvaror och förnödenheter), not 7512 (Handelsvaror). 7512 remains 4600-4699. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: Swedish VAT compliance — representation VAT, domestic RC, full BAS 26xx mapping, SIE encoding - Representation expenses now default to reduced_12 VAT (ML 13 kap 24-25 §§); income tax deduction was abolished 2017 but VAT deduction at 12% remains - Domestic reverse charge (byggtjänster etc.) uses 2647 instead of 2645, with distinct line descriptions for Swedish vs EU/non-EU RC - VAT declaration maps all BAS 26xx variant accounts (egna uttag 2612/2622/2632, uthyrning 2613/2623/2633, VMB 2616/2626/2636, import 2615/2625/2635, domestic RC 2647, frivillig skattskyldighet 2642) and revenue variants (3108/3105/3004/3100) to correct momsdeklaration rutor - SIE parser: remove unreliable #FORMAT PC8 encoding detection (most software exports UTF-8 with PC8 header), parse #FLAGGA for import-already-done warning, default SIE type to 1 when absent, fix RTRANS/BTRANS documentation - SIE export: add #RAR -1 (previous fiscal year), fix UB = IB + movements - Error messages: add pattern matching for locked period trigger errors Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — update ruta49 JSDoc, use null sentinel in error map Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Mattsson
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211033410c |
Fix/import data (#200)
* fix: enhance import data handling and consent management across components * feat: Enhance SIE import functionality with validation and error handling improvements - Added validation errors and warnings state management in SIEImportWizard. - Improved error handling for duplicate, validation, and parsing errors during SIE file import. - Enhanced user feedback with actionable guidance for common import errors. - Updated SIEUploadStep to display validation errors and warnings. - Improved error messages in API routes for better clarity and user experience. - Added file size and type validation in the SIE parse route. - Enhanced parsing logic to provide more detailed error messages for unbalanced vouchers and missing amounts. - Created a new storage bucket for SIE file archival in Supabase with appropriate policies for user access. - Updated tests to reflect changes in error messages and validation logic. * fix: Improve type assertion for response in getPage method * Update extensions/general/arcim-migration/lib/migration-orchestrator.ts Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> * Update supabase/migrations/20260408130000_sie_files_storage_bucket.sql Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> * fix: Add company ID verification for consent handling in accept and disconnect endpoints --------- Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> |
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Jakob Wennberg
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20818e3283 |
fix: Nordea Datum CSV variant + bank sync loading screen (#195)
* fix: support Nordea Datum CSV variant and add bank sync loading screen Add 4th Nordea Business CSV format variant that uses standalone "Datum" column header and YYYY/MM/DD date format. Also replace fire-and-forget bank sync with an awaited flow showing a loading screen after first bank connection, preventing users from navigating away before sync completes. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address PR review feedback — cleanup timeout, deps, naming - Clear success setTimeout on unmount via useRef to prevent stale updates - Add isSyncing to useEffect dependency array for Strict Mode safety - Rename headers_detect to headersDetect (camelCase consistency) - Remove redundant toLowerCase() since firstLine is already lowercased Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob Wennberg
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a25e75be25 |
fix: Nordea Business CSV variants, API keys UI polish, transaction categorization (#183)
* fix: MCP OAuth 303 redirect, send dialog auto-close, bank details null payload - OAuth authorize: use 303 See Other instead of default 307, which preserved POST method and caused Claude's callback to return 405 - SendInvoiceDialog: close dialog and show toast after email send instead of leaving a success message that requires manual close - BankDetailsSetupDialog: omit empty fields from payload instead of sending null, which fails Zod validation on non-nullable schema fields Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * refactor: remove dead sentMessage state and fix stale comment Remove sentMessage state, its success banner JSX, and the CheckCircle2 import — all unreachable after the dialog now auto-closes on email send. Fix stale "to null" comment in BankDetailsSetupDialog. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: support Nordea Business CSV variants, polish API keys UI, fix transaction categorization - Extend Nordea Business bank file parser to handle three CSV export formats (classic, Betalare/Mottagare variant, Bokföringsdatum variant) with proper detection guards against SEB/LF misidentification - Rework ApiKeysPanel: add CopyBlock component, destructive confirm on revoke, collapsible API-key-based connection methods, Claude.ai OAuth instructions as recommended path, simplified scope badges - Stop deriving is_business from category on manual transaction creation; set null so categorization flow handles it correctly - Show categorize button when journal_entry_id is missing regardless of is_business value Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address PR review — await clipboard, fix zero-scope label, simplify condition - Await navigator.clipboard.writeText and catch failures - Change zero-scope label from "Enbart läs" to "Inga behörigheter" - Simplify redundant ternary condition in TransactionHistoryList Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: repair broken ternary in TransactionHistoryList JSX Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob Wennberg
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8855ef1485 |
fix: use range overlap for duplicate SIE period check (BFL 4:1) (#163)
* fix: use range overlap for duplicate period check (BFL 4:1 compliance) The period duplicate check used exact-match on fiscal_year_start/end, missing overlapping periods (e.g., partial-year file vs full-year import). Now uses standard interval overlap test (start <= other_end AND end >= other_start). Updated Swedish error messages to reflect overlap semantics. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: align JSDoc citation to BFL 4:1 for period overlap check 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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d23cb4c859 |
fix: SIE import duplicate check, performance, and UX improvements (#162)
* fix: catch duplicate SIE import early with clear error message - Add duplicate check in execute route before doing any work (defense in depth) - Handle duplicate error from execute route in frontend - Show "Filen har redan importerats" heading instead of generic "Kunde inte läsa filen" Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: catch duplicate SIE import early and batch account creation for performance - Add duplicate check in execute route before doing any work (defense in depth) - Handle duplicate error from execute route in frontend with clear Swedish message - Replace sequential ensureAccountExists loop (50-100 DB round trips) with single batch SELECT + batch INSERT — reduces import time from 3+ min to seconds Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: update mappings optimistically after creating missing accounts Previously re-parsed the SIE file after account creation, which could fail with a 409 duplicate error (leaving the "create accounts" card stuck). Now optimistically marks created accounts as self-mapped and updates the preview stats immediately. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile P2 feedback — error handling and typed errorType prop - Check batch insert error in executeSIEImport account creation safety net - Replace brittle string-match error detection with typed errorType prop - Remove stale file dependency from handleCreateAccounts useCallback 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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9dceb6285c |
fix: SIE import voucher range bugs + remove describe transaction (#161)
* fix: fix SIE import voucher range bugs from multi-tenant migration and remove describe transaction feature - Fix reserve_voucher_range RPC parameter mismatch (p_user_id → p_company_id) causing duplicate voucher errors - Fix create-accounts onConflict from user_id to company_id - Add reserve-then-adjust pattern: pre-reserve voucher range before batch insert, release unused range on partial failure - Add release_voucher_range DB function for safe rollback - Remove DescribeTransactionDialog, describe/batch-describe API routes, and related schemas (feature superseded) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — voucher range race condition and orphaned entries - Add p_reserved_highest upper-bound guard to release_voucher_range to prevent rolling back past numbers claimed by concurrent operations - Move highestInsertedVoucher tracking to after both headers AND lines succeed, preventing orphaned journal entries with no lines from being counted as "used" 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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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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Jakob Wennberg
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d9c95a7b59 |
feat: counterparty templates with multi-line patterns, batch matching, and settings cleanup (#118)
* 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> * feat: multi-line counterparty templates, batch matching, settings restructure Counterparty template engine: - Multi-line booking patterns (line_pattern JSONB) for complex entries with split VAT, tax accounts, and ratio-based allocation - Batch matching (findCounterpartyTemplatesBatch) — 1 DB query for all transactions instead of up to 3 per transaction - SIE voucher population (populateTemplatesFromSieVouchers) — extracts patterns from historical vouchers on import with dominance filtering - Source priority system (user_approved > sie_import > auto_learned) - Centralized counterparty: prefix helpers to prevent string fragility - Fix: re-approval path now updates line_pattern Transaction categorization: - /describe route returns counterparty_match in parallel with templates/AI - /categorize route accepts counterparty_template_id for direct booking - /suggest-categories uses batch matching, injects counterparty suggestions - transaction-entries supports all_lines_complete for multi-line patterns UI: - TemplatePicker shows "Tidigare motparter" section (no AI extension needed) - DescribeTransactionDialog shows counterparty match card with detail - QuickReviewDialog supports counterparty line patterns - JournalEntryPreview renders multi-line patterns with VAT/ratio math - Inline LinePatternEntry types replaced with shared import from @/types Settings restructure: - 8 tabs → 5: merged Säkerhet + Utseende + Kalender into Konto - Renamed "Motparter" → "Mallar" - CounterpartyTemplatesPanel: click-to-expand detail view with account lines, VAT, confidence, aliases, and delete Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address PR review — account_override guard, DELETE body parsing, stale test - Block account_override when counterparty_template_id is set (prevents corrupting stored template via override → upsert correction path) - Wrap DELETE request.json() in try-catch for malformed body (400 not 500) - Clean up stale 3-query mock enqueues in test for batch-based find 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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0ba1db1c21 |
fix: skip BTRANS/RTRANS in SIE parser to prevent false balance errors (#63)
When Fortnox corrects a voucher, the SIE file contains #BTRANS (added) and #RTRANS (removed) lines alongside #TRANS (final state). The parser was summing all three, causing corrected vouchers to appear unbalanced. Only #TRANS represents the final voucher state — BTRANS/RTRANS are correction audit trail. Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob Wennberg
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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> |
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Jakob Wennberg
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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> |
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Jakob Wennberg
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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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Jakob Wennberg
|
e8fb84b4fd |
feat: import system improvements, INK2 fix, and Swedish text corrections (#10)
- 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> |
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Jakob Wennberg
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a1ca96453c |
feat: mobile UX improvements across dashboard (#9)
* feat: mobile UX improvements across dashboard pages - Responsive layouts with stacked mobile forms and grid desktop views - Safe area handling (viewportFit cover, bottom nav insets, main padding) - Touch-friendly dialogs, tabs, and page headers - Mobile nav drawer open/close animation - Dashboard layout parallel Supabase queries - SIE parser: handle quoted VER/TRANS fields - Skip account override for template-based transaction booking Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: address PR review feedback from Greptile - Fix nav drawer close timer race condition with useRef + clearTimeout - Show locked VAT rate as read-only label on mobile instead of hiding it - Remove dead bottom-16 class overridden by inline style Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com> |
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Jakob Wennberg
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091d043c85 |
feat: UI polish, lint fixes, onboarding redesign, help page expansion, and test improvements
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> |
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Jakob Wennberg
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15fcb7e067 |
fix: correct account-mapper test to match bas_range fallback behavior
The test expected empty BAS reference to leave 1510 unmapped, but the bas_range fallback correctly self-maps valid 4-digit BAS accounts with confidence 0.9. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Jakob Wennberg
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03b569d708 |
refactor: consolidate extension system to general-only with manifest-driven architecture
- Remove all sector-specific extensions (construction, ecommerce, export, hotel, restaurant, tech) — only general-purpose extensions remain - Move NE-bilaga and SRU export from extensions to core reports (lib/reports/) - Move moms-box-mapping from extensions/export/shared to lib/vat/ - Replace per-extension API routes with catch-all dispatcher (app/api/extensions/ext/[...path]/route.ts) - Add manifest.json for each extension with metadata, env vars, and deps - Add api-routes.ts pattern for extension-defined API endpoints - Add code generation scripts (generate-extension-registry, create-extension) - Add extensions.config.json for opt-in extension loading - Add extensions.schema.json for config validation - Add email service interface with noop default (lib/email/service.ts) - Add CI workflow (core-build.yml) to verify core builds with zero extensions - Add migration 045: expand account_type CHECK for untaxed_reserves - Update CLAUDE.md with comprehensive extension system documentation - Update all report engines and bookkeeping services for new imports - Clean up extensions.schema.json to only list existing extensions Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Jakob Wennberg
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39e407644d |
feat: unified document inbox, full BAS 2026, and document-transaction matching
- Expand BAS reference from ~180 to ~1,276 accounts (full BAS Kontoplan 2026) with K2 exclusion flags, per-class data files, and computed SRU codes - Evolve invoice inbox into unified document inbox handling invoices, receipts, and government letters with AI-powered classification (Claude Haiku Vision) - Add multi-pass document-to-transaction matching engine with greedy assignment for both supplier invoices (reference/amount/date/name) and receipts (weighted amount/merchant/date scoring) - Add supplier invoice matching in transaction ingest pipeline - Inject booking template suggestions into AI extraction prompts - Surface matched documents in swipe categorization UI with one-tap booking - Auto-activate missing BAS accounts during SIE import against full reference - Add K2 filter toggle in Chart of Accounts manager - Add receipt confirmation route with BFNAR representation fields - Add database migrations for K2 support and document matching columns - Remove obsolete extension migration scripts Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Jakob Wennberg
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6956a757f3 |
feat: consolidate booking templates from 100 to 48 and improve codebase
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> |
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Jakob Wennberg
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bbb82866ee |
feat: add 4 new Swedish bank CSV parsers and improve transaction categorization
Add auto-detecting CSV parsers for Länsförsäkringar, ICA Banken, Skandia, and Lunar. Refine SEB detection to avoid false matches. Update bank file upload UI with new bank options and export instructions. Include booking templates, improved AI categorization, and transaction review enhancements. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Jakob Wennberg
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91e2c1705a |
feat: per-line VAT, invoice document types, ledger-based VAT declaration, bank reconciliation, and pagination
Per-line VAT rates: - Add generatePerRateLines() to group invoice items by vat_rate with separate revenue + VAT lines per rate group (invoice-entries.ts) - Add getAvailableVatRates() and getVatTreatmentForRate() (vat-rules.ts) - PDF template shows per-line VAT column and per-rate totals for mixed-rate invoices - Invoice create/review UI supports per-line rate selection - Types: add vat_rate/vat_amount to InvoiceItem, vat_rate to CreateInvoiceItemInput Invoice document types (proforma, delivery note): - Add InvoiceDocumentType, document_type and converted_from_id to Invoice type - PDF hides prices for delivery notes, adds proforma notice - Email templates support all document types - mark-paid skips journal entries for non-invoice document types - Migration 031: invoice_document_type Accounting method support: - Add AccountingMethod type (accrual/cash) - Migration 032: add_accounting_method column to company_settings VAT declaration rewrite: - Rewrite to read directly from general ledger (26xx/3xxx account lines) instead of aggregating invoices/transactions/receipts - ACCOUNT_RUTA mapping drives momsdeklaration boxes from GL balances Bank reconciliation: - Transaction ingest now pre-fetches unlinked GL lines and attempts auto-reconciliation during import - Add transaction.reconciled event type - Add ReconciliationMethod type and reconciliation_method on Transaction - Migration 030: bank_reconciliation - New reconciliation engine, API routes, and BankReconciliationView component Pagination (fetchAllRows): - New lib/supabase/fetch-all.ts overcomes PostgREST 1000-row limit - Adopted in all report generators, SIE/SRU export, account list APIs Fiscal period validation: - New validate-period-duration.ts enforces max 18 months per BFL 3 kap. - Applied in period-service.ts and fiscal-periods API Account mapper simplification: - Remove Levenshtein/fuzzy matching, use exact account number match only Swedbank parser improvements: - Support abbreviated headers (Clnr, Bokfdag, Radnr) - Use Referens column as counterparty Chart of accounts management: - Add DELETE endpoint with system account and usage protection - PUT uses partial updates - New AccountCombobox, AddAccountDialog, EditAccountDialog, ChartOfAccountsManager Tax deadline corrections: - Rewrite inkomstdeklaration_ab using Skatteverket lookup table - Rewrite arsredovisning deadline to 7 months after FY end per ÅRL 8:3 Onboarding first fiscal year: - Add first fiscal year toggle with date pickers and 18-month validation UI terminology: - Change "okategoriserad/kategorisera" to "obokförd/bokföra" throughout Report column fix: - Fix start_date/end_date to period_start/period_end in report queries Supplier invoice input: - CreateSupplierInvoiceItemInput uses amount field (legacy quantity/unit_price kept) Misc: - SIE import uses upsert for idempotent account creation - account-descriptions.ts falls back to BAS reference data - Add invoice_default_notes to CompanySettings - Update CLAUDE.md to reflect current project state Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Jakob Wennberg
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885f362a29 |
feat: add bank file import as core, move Enable Banking to extension
Replace PSD2 bank integration as the default with file-based bank import (CSV/XML), which better suits Swedish sole traders and small companies. Enable Banking is now an opt-in extension. - Phase 1: Extract generic transaction ingestion service (ingest.ts) with dedup, auto-categorization, and OCR-based invoice matching - Phase 2: Bank file parser library supporting Nordea, SEB, Swedbank, Handelsbanken CSV formats and ISO 20022 camt.053 XML - Phase 3: Database migration adding import_source, reference columns and bank_file_imports tracking table - Phase 4: Import wizard UI (5-step flow) and API routes for parse/execute - Phase 5: Move Enable Banking to extensions/enable-banking/ with commented-out loader entry for opt-in activation - Phase 6: 104 new tests (ingestion + all parser formats), fixing Nordea detection overlap and camt.053 XML tag collision bugs Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Jakob Wennberg
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a25d10a528 | Initial copy from influencer-biz |