Remove AI-dependent extensions (ai-chat, ai-categorization, receipt-ocr,
invoice-inbox) and their infrastructure (lib/ai/*, ai-consent, LangChain/
Anthropic/OpenAI deps) to simplify core and reduce bundle size.
Restructure monolithic settings page into dedicated sub-pages (company,
bookkeeping, invoicing, tax, banking, api, account, team, templates) with
shared layout and sidebar navigation.
Add atomic commit_journal_entry RPC so voucher number increment and status
update happen in a single transaction — prevents burned numbers on constraint
failures. Add continuity check report and voucher gap explanation tracking.
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: 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>
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Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Update BAS account catalog with comprehensive SRU codes and K2 flags
- Add currency revaluation service with tests and API route
- Add expenses page and account deletion API
- Enhance booking templates with new patterns and improved tests
- Improve transaction categorization with template picker and description matching
- Polish dashboard, onboarding, import, and transaction UIs
- Refactor year-end service for multi-step closing
- Move SRU generator to ne-bilaga, remove standalone SRU export
- Remove unused dev docs, mock data, and extension hooks
- Add invoice delivery note sequences migration
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Remove all sector-specific extensions (construction, ecommerce, export,
hotel, restaurant, tech) — only general-purpose extensions remain
- Move NE-bilaga and SRU export from extensions to core reports (lib/reports/)
- Move moms-box-mapping from extensions/export/shared to lib/vat/
- Replace per-extension API routes with catch-all dispatcher
(app/api/extensions/ext/[...path]/route.ts)
- Add manifest.json for each extension with metadata, env vars, and deps
- Add api-routes.ts pattern for extension-defined API endpoints
- Add code generation scripts (generate-extension-registry, create-extension)
- Add extensions.config.json for opt-in extension loading
- Add extensions.schema.json for config validation
- Add email service interface with noop default (lib/email/service.ts)
- Add CI workflow (core-build.yml) to verify core builds with zero extensions
- Add migration 045: expand account_type CHECK for untaxed_reserves
- Update CLAUDE.md with comprehensive extension system documentation
- Update all report engines and bookkeeping services for new imports
- Clean up extensions.schema.json to only list existing extensions
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Uncomment Enable Banking extension in loader (now registered at runtime)
- Add subscriptionNotice field to ExtensionDefinition type
- Show confirmation dialog when enabling extensions with subscription requirements
- Fix Settings banking tab: toggle-aware visibility, URL-addressable tabs,
BankSelector widget, correct API paths (/api/extensions/ext/enable-banking/*)
- Replace inline bank connection cards with BankConnectionStatus component
- Add actionable link to Settings from EnableBankingWorkspace
- Update CLAUDE.md with latest architecture docs
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add journal entry preview, human-readable account names, auto-apply VAT,
fallback template suggestions, example prompts, invoice match comparison,
and batch result feedback. Also includes user-description-match extension,
describe/batch-describe API routes, improved AI categorization with multi-
suggestion support, and template embedding search.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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>
Remove influencer-specific features (campaigns, TikTok, gifts, shadow ledger,
contracts, briefings) and consolidate into a clean ERP foundation with core
bookkeeping, invoicing, receipts, tax reporting, and calendar functionality.
Reorganize database migrations into a clean numbered sequence.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
