* feat: implement viewer role permissions for bank transaction imports and connections
* feat: add booking_template_library table with 30 system templates
Three-level scoping (system/team/company), RLS policies for
read/write/delete, and pre-seeded templates for EU reverse charge,
tax account, private transfers, salary, representation, year-end,
VAT netting, and bank/finance scenarios.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add template library types, helpers, and tests
- BookingTemplateLibrary/Line/Category types in types/index.ts
- applyTemplate() converts template lines + amount into form lines
- Category labels, scope helpers for UI display
- 8 unit tests for amount calculation, VAT, rounding, and scope detection
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add booking template CRUD, export, and import API routes
- GET/POST/DELETE /api/settings/booking-templates (list, create, soft-delete)
- PUT /api/settings/booking-templates/[id] (update non-system templates)
- GET /api/settings/booking-templates/export (JSON download)
- POST /api/settings/booking-templates/import (bulk import from JSON)
All routes enforce auth, write permissions, and Zod validation.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add template picker UI and settings management panel
- BookingTemplatePicker: dialog with search, category/entity-type filter,
line preview, and amount input — integrated into JournalEntryForm
- BookingTemplatesPanel: settings page with grouped templates
(system/team/company), create dialog, export/import, soft-delete
- Settings templates page now shows both booking and counterparty templates
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* Update supabase/migrations/20260413160000_booking_template_library.sql
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
Mattsson
bf36ebfd88