fce6faff2c05d9a3889b07ea35c2000eb9d486b2
11 Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
 Jakob Wennberg
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5bacda4839 |
fix(vat): drop personnummer century so enskild firma VAT number is SE+12 not SE+14 (#796)
* fix(vat): drop personnummer century so enskild firma VAT number is SE+12 not SE+14
Onboarding derived the VAT number as SE${orgNumber}01. For an enskild firma the
org number is a 12-digit personnummer, producing SE + 14 digits, which fails the
^SE\d{12}$ validation — the pre-filled value is re-submitted on save and the tax
settings page becomes unsavable.
New shared helper lib/vat/vat-number.ts (normalize/validate/derive, reusing
normalizeOrgNumber to drop the century + Luhn-validate). UpdateSettingsSchema,
the onboarding wizard, the onboarding upsert in lib/company/actions.ts, and the
arcim-migration provider import all route through it. Backfill migration repairs
existing SE+14 rows to SE+12 (idempotent, scoped to ^SE\d{14}$ only).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* chore(arcim): warn when a provider VAT number is dropped as malformed
The provider VAT guard silently discarded a value that doesn't normalise to a
valid SE+12 momsregistreringsnummer. Emit a structured warn (provider +
company, no raw value — it can embed a personnummer) so consistently-bad
provider data is observable rather than invisible. Addresses the OWASP V16
logging finding on the arcim VAT-normalisation change in this PR.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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Mattsson
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8322830f46 |
Add/issue in absurdum (#739)
* feat(assets): allow editing fixed asset fields before depreciation The fixed asset register only offered a "Dispose" action, so correcting a mis-entered acquisition date/cost/category meant running the disposal flow — which posts a real divestment voucher plus a Ch. 8a VAT adjustment. Disproportionate and wrong for a data-entry fix. Add an Edit action that allows correcting those fields directly, gated for correctness: - service: extend updateAsset() with category/acquisition_date/ acquisition_cost; block the change once the asset is disposed or has posted depreciation (AssetCorrectionBlockedError) where it would desync posted vouchers from the register; realign the BAS triple on category change. Name, useful life, and method stay editable. - api: extend the PATCH schema; annotate GET /api/assets with has_posted_depreciation so the UI can lock basis fields proactively. - ui: EditAssetDialog + pencil action; disables date/cost/category when depreciation has been booked, with an inline explanation. - errors: register ASSET_CORRECTION_BLOCKED (409). - tests: unit tests for the guard; pg test for pre-disposal editability. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * feat(assets): also block basis edits when depreciation was hand-posted The correction guard only consulted depreciation_schedules, so an avskrivning booked as a manual journal entry (no schedule row) slipped through and a basis correction was wrongly allowed. Add a ledger scan: any posted credit to the asset's ackumulerade- avskrivningar account (12x9) counts as depreciation. Entries that depreciation_schedules attributes to a *different* asset are excluded, so a sibling's engine avskrivning on a shared 12x9 account doesn't produce a false block. What remains is depreciation tied to this asset (engine or manual); a basis correction is blocked there and must go through storno. Adds two unit tests: blocks on a hand-posted credit, allows when the only 12x9 credit belongs to a sibling's engine entry. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(invoices): allow negative unit prices for discount lines The invoice creation form rejected negative unit prices via a frontend superRefine check, blocking valid discount lines (e.g. "Rabatt -100"). The unit_price error was never rendered inline, so submission failed silently. The backend schema already allows negative unit prices (see CreateInvoiceItemSchema test), so the form was simply out of sync. Remove the non-negative constraint; empty/NaN prices are still rejected by the base z.number() type. Drop the now-unused validation_price_positive translation key from both locale files. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * feat(invoices): allow editing draft invoices Drafts could be saved but not edited — the only way to change a draft's lines, customer, dates or amounts was to delete and recreate it. Add a "Redigera" action on draft invoices that opens the invoice editor pre-filled with the draft and saves changes in place. A verifikat is only created when an invoice is sent (or paid, under kontantmetoden), so every status=draft invoice is uncommitted and safe to edit; sent/paid invoices stay immutable and still require a credit note. - Extract buildInvoiceWriteData() with the shared validation + computation (VAT rules, ROT/RUT, accruals, totals, currency, item rows); POST now uses it too, behaviour unchanged. - Add UpdateInvoiceSchema and PATCH /api/invoices/[id], guarded to drafts (status=draft, no journal entry, not self-billed); number and status are preserved and no invoice.created is emitted. - Extract the invoice creator into a shared InvoiceEditor with create / edit modes; /invoices/new is now a thin wrapper and /invoices/[id]/edit is the new edit page. - Add a "Redigera" button on draft invoice detail pages + sv/en strings. - Tests for the builder, UpdateInvoiceSchema and the PATCH route. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * feat(reports): make Huvudbok findable via account/saldo search terms Searching the command palette for natural phrases like 'saldo per konto', 'kontoutdrag', 'kontoanalys' or 'transaktioner per konto' returned nothing, so users couldn't find the general ledger. Enrich the Huvudbok entry's keywords with those synonyms, and let Saldobalans and Balansrapport match 'saldo per konto' too since they are genuinely per-account balance views. Companion change — the clearer Huvudbok report description ('Saldo och alla transaktioner per konto') — already landed in d5f474cb. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * feat(settings): let users edit their personal name Add an editable Namn field to /settings/account that updates profiles.full_name and best-effort syncs auth user_metadata. Previously the personal name was only ever set from BankID's legal name at signup with no way to correct it, so users whose tilltalsnamn isn't their first given name were greeted by the wrong name (and email/password users had no name at all). New POST /api/user/profile route (requireAuth, RLS-scoped update) mirrors /api/user/locale. sv/en strings added. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> * feat(invoices): per-invoice öresavrundning override Add a display-only öresavrundning flag per invoice that wins over the company-wide setting. Resolution order in getDisplayTotal: per-invoice override -> company setting -> default-on. The stored total and the booked verifikat keep the exact öre; only the rendered total changes. Supplier invoices gain the same flag but resolve a null to off (they never had rounding historically), exposed via a toggle on the new-invoice form and a rounding row on the detail page. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> * feat(transactions): warn on possible duplicate before booking Before committing a transaction (via book or categorize), detect an already-booked sibling with the same date and amount and return a 409 TRANSACTION_BOOK_POSSIBLE_DUPLICATE instead of silently double-booking. The user can override with force=true, which must be bound to the reviewed sibling via expected_duplicate_transaction_id; the candidate is re-detected server-side, so a stale or guessed id is rejected with TRANSACTION_BOOK_FORCE_CANDIDATE_MISMATCH. Detection is fail-open on the non-force path and fail-closed under force. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> * feat(transactions): shadow-mode scope-drift dedup counter in bank ingest Count rows that an enforcing same-feed scope-drift rule WOULD treat as re-imports (the IBAN-drift re-imports the external_id check misses) and surface it as IngestResult.shadow_scope_drift_candidates. Nothing is blocked yet -- the counter only measures how often the rule would fire so it can be validated against real data before enforcement. Also gitignore scripts/delete-duplicate-transactions.ts: a destructive, hand-run cleanup tool kept out of the repo so it can't run in CI/cron or be mistaken for a supported feature. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> * fix(bokslut): base bolagsskatt on post-disposition result Bokslutsdispositioner are booked as source_type='year_end', which the income statement excludes, so net_result alone overstates resultat före skatt and the booked tax ignored the periodiseringsfond avsättning (too-high tax, ÅR/INK2 mismatch). calculateBolagsskatt now accepts resultBeforeTaxOverride. The preview builder mirrors each proposal's P&L effect (+återföring, -avsättning, -SLP) onto the pre-disposition result; the commit path sums the already-posted dispositions via the new sumPostedYearEndDispositions (class 88 + 7533) since bolagsskatt is committed last. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> * feat(settings): fiscal years manager Add a FiscalYearsManager to the bookkeeping settings that lists fiscal periods with their status (closed > locked > open) and creates the next year via CreatePeriodDialog, seeded to chain forward from the latest period end. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> * fix(api): return 400 when locking a period with unbooked transactions lockPeriod() refuses to lock a period that still has uncategorized business transactions. Detect that message in the lock route and surface it as a clear PERIOD_HAS_UNBOOKED_TRANSACTIONS (400) instead of a generic 500. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> * feat(invoices): implement isEditableInvoiceDraft utility and apply it across invoice edit routes feat(transactions): log duplicate dismissal events in behandlingshistorik test(invoices): add tests for isEditableInvoiceDraft function test(transactions): enhance tests to verify behandlingshistorik logging refactor(bokslut): update tax calculation test descriptions for clarity --------- Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com> |
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Mattsson
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f9ea9c0082 |
Add/pdf and templates (#705)
* fix(invoices): apply configured voucher series to payments + preview next voucher The booking engine resolves the series from default_voucher_series_per_source_type, but the global "Standardserie" dropdown wrote a separate field the engine ignored, and cash-method invoice payments (invoice_cash_payment) weren't exposed in settings — so configured series were silently dropped to "A". - Expose cash/private payment source types in the per-source-type form - Write the global default through to the map on save, keeping overrides - Resolve voucher-sequences/next by source_type (+date) to match the engine - Show the upcoming voucher (V2) in the payment dialog title - Share resolveInvoicePaymentSourceType so preview and booking can't drift Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(salary): keep AGI panel in sync with Skatteverket signing state The AGI panel mixed run-scoped generation state (agi_generated_at, agi_declarations) with period-scoped submission state (extension_data agi_submission_{period}), so the two could drift and present contradictory UI. Reconcile them: - Auto-detect a Mina Sidor BankID signature: while awaiting_signing, poll /agi/kvittenser on mount and on tab refocus so the panel flips to "signed" (hiding the signing actions) without a manual "Hamta kvittens" click. - Warn instead of offering to sign when the locked granskningsunderlag predates the run's latest AGI generation (draftIsStale) — avoids filing superseded figures. - Self-heal a stale "AGI-XML saknas" error once the run's AGI is (re)generated out-of-band (MCP/API/other tab). - Refetch the salary run on tab focus so agi_generated_at reflects out-of-band generation without a hard reload. - /agi/lasUpp now clears the cached agi_submission_{period} record, so unlocking drops the panel back to the pre-submission state instead of stranding it on a released "redo att signeras" draft. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * feat: Implement VAT registration handling and invoice item line types - Added VAT registration check in commitCreateInvoice to set VAT rate to 0% for non-VAT registered companies. - Updated invoice creation logic to reflect 'exempt' VAT treatment and adjusted related fields accordingly. - Introduced support for free-text and blank spacer rows in invoice items by adding a new line_type field. - Enhanced invoice and credit note handling to accommodate new line types. - Added new localized messages for text rows in English and Swedish. - Created tests for salary run approval logic, ensuring bank details are validated correctly. - Implemented effective net payout calculation for salary runs, considering tax overrides. - Added SQL migrations to support new invoice item line types and accounting method awareness for linking invoices to vouchers. * feat(articles): artikelregister with revenue account + VAT rate per article Article register (non-inventory) with per-article VAT rate and optional BAS class-3 revenue-account override. Includes API routes, UI pages, MCP tools, pending-operation staging, and the activate-or-create account flow (ACCOUNTS_NOT_IN_CHART -> ActivateAccountsDialog, unknown numbers -> AddAccountDialog) reusing the journal entry UX. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(bookkeeping): no-doc-required batch + bulk-missing endpoints Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(payments): supplier payment lines + cash-method invoice matching Shared payment-line proposal for supplier invoices, improved match-invoice/match-supplier-invoice flows (kontantmetoden-aware), and voucher-link support without requiring a 151x clearing entry. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(bookkeeping): new journal entry dialog, SIE import tweaks, misc New journal entry dialog component, journal list/page updates, invoice editor updates, SIE import adjustments, transaction ingest and api-key tweaks, pr-agent workflow update. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(invoices): implement tax reduction features and localization updates * feat(tests): add VAT registration gate to pending operations commit tests --------- Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com> |
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Mattsson
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a9b43ebeb7 |
Bug/vat selection warning (#583)
* refactor: update VAT handling logic for non-registered sellers and improve related comments * chore: gate automated email flows behind 503 responses Disables user-facing access to invoice payment reminders and salary payslip email sending. Underlying lib code (reminder-processor, PDF templates, notification_settings) is preserved for easy re-enable. - Invoice reminders cron route returns 503; settings UI section removed. - Payslip send route returns 503; original implementation kept as _sendPayslipsImpl for future re-enable. - Push notifications were already extension-disabled, no change needed. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * chore: remove Recapt feedback widget Strips the third-party Recapt SDK and its floating feedback bubble from the app. The in-app contact form keeps working via the existing email channel (/api/support/contact). Drops the Recapt entries from the CSP and the subprocessor list in the privacy policy. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat: reject meaningless rättelser in correctEntry Guard against zero-economic-effect corrections in the storno engine: - Reject when proposed lines net to zero on every account (e.g. 1930 debit 100 / 1930 credit 100), which would erase the original posting without representing any affärshändelse (BFL 5 kap. 5 §). - Reject when proposed lines are an exact multiset match of the original entry — a rättelse must actually change something. New MeaninglessCorrectionError wired through bookkeepingErrorResponse (HTTP 400) and the Swedish error translator. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat: add date-range picker to resultat- and balansrapport Adds optional from/to date filtering to the four operational financial reports (resultatrapport, balansrapport, income-statement, balance-sheet) so users can view a month, quarter, or custom range inside a fiscal year without leaving the report. Defaults to YTD; "Hela året" preserves the prior full-period behaviour (URL-identical, cache-stable). - trial-balance engine accepts optional fromDate/toDate, rolling prior in-period activity into IB and clamping period activity to the window - 12 API routes accept and validate from_date/to_date query params - ReportDateRange chip picker persists preset per company, only renders on the four relevant tabs - FiscalYearSelector now emits the period object so the range picker has bounds without an extra fetch - PDF/XLSX filenames reflect the chosen range - Resultatrapport drops the prior-year column when narrowed (full-year vs partial-year would mislead) - 11 new tests (engine + parser); all existing report tests pass Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat: add support for marking journal entries as "no document required" - Introduced a new sidecar table `journal_entry_no_doc_required` to track entries that do not require separate documentation (e.g., bank fees, interest). - Implemented API routes for creating and deleting exemptions, including validation and authorization checks. - Added a toggle component in the UI to allow users to mark entries as exempt, with an optional reason. - Updated relevant tests to cover the new functionality, including RLS checks and cascading deletes. - Enhanced existing schemas and types to accommodate the new `vat_amount` field for supplier invoice items. * fix: address PR review findings on no-doc-required + VAT changes - pg-real cascade test wraps DELETE in gnubok.allow_delete='true' txn so the immutability trigger bypass fires (mirrors delete_last_voucher RPC). - Clamp supplier-invoice item vat_amount to <= line_total * vat_rate via Zod refinement (with 1-öre rounding tolerance) so the manual override can't inflate the 2641 debit beyond the statutory ceiling. - groupVatByRate falls back to line_total * rate when stored vat_amount is 0 with a positive rate, so legacy/import paths leaving the column at its NOT NULL DEFAULT 0 don't silently understate ruta 48. - ReportDateRange todayIso() and preset endpoints use local date components instead of toISOString() (UTC) — fixes the midnight-to-02:00 off-by-one that truncated a day from YTD / this-month / this-quarter for Swedish users. - NoDocRequiredToggle restores the previous reason on failed POST/DELETE so the rolled-back toggle state stays consistent with the rendered reason. - Document the company-scoped (not user-scoped) DELETE authorization policy on the no-document-required route. 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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cc351158f8 |
Invoicing & account-security polish bundle (#550)
* feat: invoicing & account-security polish bundle Five independent improvements bundled to ship together: - BankID/password lockout fix: BankID-only users could enroll MFA and brick themselves (Supabase requires AAL2 to change password or unenroll MFA, and AAL2 needs a password sign-in). New app_metadata.has_password flag tracks this; middleware gates /mfa/enroll behind it, /account/set- password is the unlock path, SecuritySettings shows a banner, and /api/account/password is the single write path that flips the flag. Backfill script for existing users. - Swish invoice payment method: company_settings.swish + invoice_show_swish columns, validation in lib/api/schemas.ts (accepts 123XXXXXXX företag or 07XXXXXXXX mobile, strips whitespace/hyphens), rendered on invoice PDFs. - Send-reminders kill switch: per-company company_settings.send_invoice_ reminders toggle in PdfPrintSettings/Automatisering. Reminder processor also tightened: positive status allowlist (sent + overdue) so terminal statuses can never match; skip when customer already responded via reminder link; race-window re-check before send. - First-invoice logo prompt: one-shot dialog when creating the first invoice without a logo (issue #520). Self-limits via head-only count. - SIE export opening-balance fallback: route IB through getOpeningBalances so the compute_prior_opening_balances RPC supplies #IB after multi-year imports where opening_balance_entry_id is intentionally NULL. Previously #IB silently went to zero and #UB collapsed to current-period movements. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(account-polish): address PR review feedback - BankID-link path (extensions/general/tic/index.ts): read-merge-write app_metadata instead of passing { bankid_linked: true } alone. updateUserById REPLACES app_metadata wholesale, so the previous code would have wiped has_password for any user who later linked BankID, causing the set-password banner to (incorrectly) reappear and blocking the standard MFA enrollment button. The comment is now corrected. - Middleware (lib/supabase/middleware.ts): thread inner returnTo through the /mfa/enroll → /account/set-password redirect so the user lands on their original destination after the full chain completes, not on /. - safeReturnTo helper (lib/auth/safe-return-to.ts): replace the starts-with-/-but-not-// guard on mfa/enroll and set-password pages. The previous guard let /\evil.com and /@evil.com through. The new helper parses against a synthetic base origin and verifies it matches. - set-password page (app/(auth)/account/set-password/page.tsx): remove CLAUDE.md design system violations — bg-gradient-to-b on page bg, inline shadow-md style on the card, space-y-5, font-medium on the h1, rounded-xl on the card. Flat surface, hairline border, font-display h1 per the design tokens. - Swish dedup (lib/payments/swish.ts): extract normaliseSwish() and isValidSwish() helpers and use them in lib/api/schemas.ts, components/settings/BankDetailsForm.tsx, and the invoicing settings page. Single source of truth for the regex. - Password route (app/api/account/password/route.ts): emit a structured success log so the audit pipeline can detect password-set events, not just failures. 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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fa7d4075cf |
Supp/invoice bfl errors (#390)
* feat(accounting): update accounting method validation and messaging for aktiebolag and enskild firma * Remove AI subsystem and related code - Deleted AI proposals and requests persistence logic from `lib/ai/proposals/persist.ts`. - Removed re-validation logic for proposals in `lib/ai/proposals/re-validate.ts`. - Cleaned up schemas related to AI flows in `lib/api/schemas.ts`. - Removed AI-related fields from bookkeeping engine in `lib/bookkeeping/engine.ts`. - Eliminated AI event types from `lib/events/types.ts`. - Updated tests to reflect the removal of AI-related functionality in `lib/extensions/__tests__/sectors.test.ts`. - Adjusted initialization logic in `lib/init.ts` to exclude AI proposal handler registration. - Cleaned up transaction ingestion logic in `lib/transactions/ingest.ts` to remove AI flow checks. - Updated helper functions in `tests/helpers.ts` to remove AI-related settings. - Removed AI-related types and interfaces from `types/index.ts`. - Added migration script to drop AI-related tables and settings from the database. * fix(migrations): ensure foreign key constraint is dropped before removing AI tables * feat(invoice-inbox): implement deterministic invoice field extraction and inbox provisioning - Added `extract-invoice-fields.ts` for extracting fields from PDF invoices using regex and pdfjs-dist, replacing the previous AI classifier. - Introduced `inbox-provisioning.ts` to manage company inbox addresses and rotation of inboxes using Supabase RPCs. - Created `resend-inbound.ts` for handling inbound email events and attachments via the Resend API. - Defined the extension manifest for the invoice inbox, specifying required environment variables and descriptions. - Migrated database schema to remove AI-related columns and tighten the status enum in `invoice_inbox_items`. * feat(invoice-inbox): remove AI-specific columns and tighten status enum * fix(skattekonto): remove manual entry creation reference from transaction input * fix(schemas): remove accounting method validation for aktiebolag in UpdateSettingsSchema |
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Mattsson
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bb855d2ddc |
Add/ai native supp (#385)
* feat(branding): implement dynamic branding in service worker and reports * feat(auth): enhance API key scopes and add bookkeeping write scope - Updated transaction write scope description to include additional tools. - Enhanced reports read scope description to reflect new functionality. - Introduced bookkeeping write scope with relevant description. - Updated SCOPE_GROUPS to include bookkeeping domain. - Modified TOOL_SCOPE_MAP to include new bookkeeping operations. - Updated validateApiKey function to return api_key_id and api_key_name for better actor attribution. feat(tests): add unit tests for MCP resource registry - Created tests for data resources to ensure all required fields are present. - Added tests for resource query parsing and retrieval. feat(resources): implement MCP resources for company and accounting data - Added capabilities resource to expose API key capabilities based on granted scopes. - Implemented chart of accounts resource to retrieve active BAS chart. - Created company current resource to fetch active company details. - Developed active fiscal period resource to check posting eligibility. - Implemented recent activity resource to fetch latest journal entries, invoices, and transactions. - Added VAT treatments resource to provide available VAT rates per customer type. feat(pending-operations): introduce risk tiers for operations - Added risk level classification for pending operations to determine auto-commit eligibility. - Implemented functions to classify operation risk levels and identify high-risk operations. feat(migrations): add actor model and risk tier to pending operations - Updated pending_operations table to include actor type and risk level columns. - Enhanced audit_log to mirror actor information for compliance. - Modified validate_and_increment_api_key function to return actor details. - Expanded operation types in pending_operations to include new high-risk operations. * feat: add auto-commit functionality for low-risk pending operations - Implemented shouldAutoCommit function to determine eligibility for auto-commit based on operation type, actor type, and company settings. - Created commitPendingOperation function to handle execution of pending operations with consistent status updates. - Added tests for shouldAutoCommit to cover various scenarios including high-risk operations, user actors, company opt-in status, and monetary thresholds. - Introduced new columns in company_settings for agent_auto_commit_enabled and agent_auto_commit_max_amount to allow companies to opt-in for auto-commit functionality. - Added SQL migration to update the database schema for new auto-commit settings. * feat(idempotency): implement idempotency key handling for safe retries and cleanup * feat: expand API key scopes and pending operations for bookkeeping - Added 'suppliers:write' scope to API key scopes for supplier invoice management. - Updated SCOPE_GROUPS to include the new 'suppliers:write' scope. - Introduced new pending operation types for bookkeeping: close_period, lock_period, run_year_end, set_opening_balances, run_currency_revaluation, explain_voucher_gap, uncategorize_transaction, approve_supplier_invoice, credit_supplier_invoice, and convert_invoice. - Implemented corresponding commit functions for the new operations in the pending operations module. - Enhanced PendingOperation type to include actor model and risk level attributes. - Added tests for new functionality, ensuring proper behavior and constraints in the database. * feat: implement unlockPeriod functionality and related tests * feat: add agent auto-commit settings and related functionality * feat: add attention resource with comprehensive summary of outstanding tasks * feat: enhance pending operations with 'committing' status and immutability checks, improve idempotency handling, and add original voucher reference for credit notes |
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Jakob Wennberg
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e89f2c402d |
feat: complete multi-tenant refactor + settings validation + fiscal period API (#156)
* feat: complete multi-tenant refactor for reconciliation, arcim, settings validation - Migrate bank-reconciliation to company_id (all functions + tests) - Migrate arcim-migration entity mappers and orchestrator to company_id - Fix enable-banking reconciliation calls to use companyId - Add Swedish law validation to settings schema: - VAT number required when VAT-registered (ML 11 kap. 8§) - Moms period required when VAT-registered (SFL 26 kap.) - Aktiebolag must use accrual accounting (BFNAR 2006:1) - Fix fiscal year period creation: always 12 months after first year (BFL 3 kap.) - Add plusgiro, website, pays_salaries fields to CompanySettings - Add plusgiro to invoice PDF template - Add fiscal period CRUD and opening balances API routes - Add frame-src CSP directive for future iframe embedding - Fix unlinked_1930_lines RPC to use company_id parameter - Update CLAUDE.md documentation Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address PR review findings (P1 + P2) - Fix reconciliation events emitting companyId as userId — thread actual userId through runReconciliation and manualLink - Move VAT cross-field validation (vat_number, moms_period) from schema refinements to route handler where effective stored state is available, preventing false rejection on partial updates - Add plusgiro format validation regex (N-N pattern) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob Wennberg
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6f4573f380 |
feat: add foreign currency support, refactor bookkeeping engine, and improve invoice inbox document classification
- Add currency-utils module for SEK conversion with exchange rates - Refactor createJournalEntry to use draft+commit flow preventing voucher number gaps (BFL 5 kap. 7§) - Add foreign currency support to invoice entries with per-line SEK conversion - Centralize category-to-account mapping into single source of truth - Refactor invoice inbox to use shared document analyzer with document type classification (receipt, supplier invoice, government letter) - Update mapping engine, supplier invoice entries, and transaction entries - Fix report component rendering issues - Add new validation schemas and tests Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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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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acb85edf4a |
feat: wire Zod validation into API routes, improve types and components
- Add 8 new Zod schemas (UpdateCustomer, UpdateSupplier, UpdateSupplierInvoice, UpdateAccount, BankUnlink, RunReconciliation, CorrectJournalEntry, EvaluateMappingRules) and wire validateBody() into 24 JSON-body API routes - Remove redundant manual validation checks replaced by Zod - Add comprehensive schema tests (222 tests) - Improve type definitions in types/index.ts with expanded interfaces - Refactor extension types (push-notifications, receipt-ocr) for cleaner imports - Update transaction components (BatchCategorySelector, SwipeCategorizationView, QuickReviewDialog, VatTreatmentSelect) and invoice inbox workspace - Add invoice-inbox utilities and type decoupling tests - Fix NE-bilaga, SRU export, and invoice PDF template type usage - Update CLAUDE.md with expanded architecture documentation Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |