* feat(invoices): add Plusgiro input to bank details settings
Plusgiro was already persisted, validated by the API schema, rendered on
the invoice PDF and toggleable via "Visa plusgiro" — but the settings UI
had no field to enter the number, so plusgiro-only users could not fill
it in. Add the input next to Bankgiro with Luhn validation and hyphen
formatting, include it in the save payload (normalised on save so raw
digits still match the dashed schema format), and add sv/en strings.
Adds validatePlusgiroNumber/formatPlusgiroNumber helpers + tests.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* fix(invoices): respect non-VAT-registered seller in PDF preview + portal tooltips
Two user-reported bugs:
- PDF preview (/api/invoices/preview-pdf) ignored company.vat_registered and
fell back to the customer-driven 25% rate, so a non-momsregistrerad seller
saw VAT in the review step even though the created invoice books none. Mirror
the server-side write gate (build-invoice-write.ts): force 0% when
vat_registered is false (delivery notes excepted).
- InfoTooltip rendered TooltipContent without a Portal, so tooltips were
clipped by the scrollable DialogContent (overflow-y-auto) in the send-invoice
journal-entry review. Wrap in TooltipPrimitive.Portal.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* fix(transactions): book library mall from its literal lines, not a lossy fallback
Booking a bank transaction with a user-created booking-template (mall) via the
convertible "QuickReview" fast path reduced the template to a single category +
one account_override, silently discarding the chosen debit/credit. A
kundinbetalning mall (D 1930 / K 1510) booked as a generic cost (D 6991 / K 1930),
or with a VAT line as D 1930 / K 1930 / K 2611 — and the result flipped with the
direction inferred from the business/settlement line tags, so visually-identical
templates produced different verifikationer.
Route every library template through the journal-entry editor (applyTemplate ->
/book), which posts the literal lines, regardless of convertibility. Add
regression tests locking the contract.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* fix(bookkeeping): make the booking-time duplicate guard bypassable
TRANSACTION_BOOK_POSSIBLE_DUPLICATE told users they could "book anyway" but
the UI dead-ended on a toast with no way to do so. Add a shared
DuplicateBookingDialog that surfaces the already-booked sibling and lets the
user review it or book anyway (force bound to the reviewed candidate, which
the server re-detects so a stale id cannot wave the guard away).
- Wire the dialog into the /transactions categorize flow and the manual
booking dialog (JournalEntryForm -> /api/transactions/[id]/book)
- Bind the override to expected_duplicate_transaction_id OR
expected_duplicate_journal_entry_id so ledger-only vouchers (paid invoice,
salary run) can be confirmed too
- Extend the guard to the pending-operations commit path and the MCP server
- Tests for book/categorize routes, detection, and the commit guard
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* fix(bookkeeping): log duplicate-guard bypass to behandlingshistorik in the agent commit path
The web /book and /categorize routes append a durable
BankTransactionDuplicateDismissed event when a user books over a detected
possible double-booking. The agent commit path (commitCategorizeTransaction,
commitMarkInvoicePaid) skipped the guard silently on allow_duplicate=true,
leaving no behandlingshistorik — an auditor could not reconstruct why the
duplicate was allowed (BFNAR 2013:2 kap 8).
When allow_duplicate=true, re-detect the candidate and append the dismissal
event (BankTransactionDuplicateDismissed for the bank-line path,
InvoiceDuplicatePaymentDismissed for mark-paid). Best-effort — a logging
failure never blocks a legitimate booking. Payloads stay PII-safe (ids,
amounts, dates only — no customer or merchant name).
Also fix the misleading DuplicateBookingDialog JSDoc: the retry binds
expected_duplicate_journal_entry_id, not candidate.transaction_id, so the
systemdokumentation matches the actual control (BFL 7 kap).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* test(mcp-server): stub booking-duplicate guard in receipt-matcher categorize tests
The gnubok_categorize_transaction tool runs the booking-time duplicate guard
before staging; its detection queries consumed the queued supabase mock
results, so the staging assertions saw a thrown duplicate error instead of a
staged op. Mock detectBookingDuplicate to "no duplicate" since these tests
don't exercise that path.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* refactor(transactions): use roundOre for duplicate-guard öre rounding
Replace naive Math.round(x*100)/100 with roundOre() from @/lib/money in the
booking-time duplicate guard (detection lib, commit executor, MCP categorize
tool), satisfying the no-new-antipatterns ratchet guard.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* fix(sie-export): paginate journal entries and lines to prevent truncation
* fix(bookkeeping): keep the Verifikat/Utkast toggle reachable on an empty list
The journal entry list early-returned a pristine empty card whenever the visible list was empty and no filter was active, returning before the Verifikat/Utkast toggle rendered. This stranded users with only drafts (no posted entries) and users who emptied the drafts list, who then had to use the main menu to get back to posted entries.
Narrow the early return to a genuinely empty ledger (committed view, no drafts, no filters); make the in-list empty placeholder context-aware (no drafts / no filter matches / no posted entries yet); resolve the draft count before clearing loading on an empty committed list to avoid a toggle flicker.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* fix(enable-banking): persist psu_type and reuse it on reconnect
Reconnecting a bank connection re-derived psu_type from the company entity_type every time (aktiebolag -> 'business'), silently overriding the type the user actually authorized with. A connection that only signs as 'personal' — common for AB owners who use a personal Mobile BankID, notably at Handelsbanken — flipped back to 'business' on every consent renewal and failed at the bank's signing step.
- Add nullable bank_connections.psu_type column (idempotent migration)
- Persist psu_type on connect; on reconnect reuse the stored value (explicit client override still wins)
- Let users switch account type (Företag/Privat) from the reconnect button
- Tests for persistence, reuse, and override
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* fix(import): set maxDuration=300 on bank-file execute to prevent timeout
A full-year bank file (300+ rows) runs a sequential per-row ingest that takes ~85s of server time. The execute route set no maxDuration, so it inherited the platform default and was killed mid-run — the import "spins then aborts" for the user. Match the SIE import route and give it a 5-minute budget.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
* fix(transactions): add assistant entry point on transaction rows
The agent ("Lena") could only be reached from Dokumentinkorgen, and only once an underlag was matched to a transaction. Transaktioner is the most common starting point for booking, so users could not start a booking with the assistant from there at all.
Add a per-row "Fråga [namn]" button on unbooked transaction rows that opens the existing transaction.categorization intent with the row's transaction_id. The intent already reads any linked underlag, so it works whether or not a receipt is attached. No new logic — only the missing entry point.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* feat(invoices): enable Swish payment QR on invoices
Flip SHOW_SWISH_ON_INVOICE on so the Swish row and payment QR render on the invoice PDF, and make the "Visa Swish" settings toggle live (it was hardcoded disabled). The preview-pdf route now builds the QR too, so it shows in forhandsvisning. Position the QR in the top-right of the payment box. No Swish API integration -- the QR is generated offline and prefills the customer Swish app; reconciliation stays via bank matching.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* fix(bookkeeping): scope verifikat list to current year, add storno action, clarify correction preview
Three UI fixes from user feedback; no engine logic changed.
- List defaults to the current räkenskapsår instead of all years. Voucher
numbers run per fiscal year (one A42/year), so showing every year at once
made them look like duplicates. New resolveCurrentPeriodId helper.
- Add 'Återför (storno)' action on the entry detail page and list row, wiring
the existing reverseEntry — a pure reversal (BFL 5 kap 5§) with no
replacement, distinct from 'Rätta'.
- Correction 'Effekt per konto' preview now labels a removed account 'tas bort'
(vs a bare dash) and warns when the proposal is unbalanced; dialog explains
the rows are the full new verifikat.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* feat(bank_connections): add psu_type column to persist chosen authorization type
* feat(errors): add CannotReverseStornoError for handling reversal of storno or correction entries
---------
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Mattsson
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