15af0cd7eadcecafd6d17618d04bf67b4f736fd2
17 Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
 Mattsson
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cb7eac90b1 | fix(dashboard): update Recapt integration to load globally and streamline widget rendering (#592) | ||
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Jakob Wennberg
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20989379bb |
feat(sandbox,branding): prod-parity demo with AI gating + accounted rebrand (#585)
* feat(sandbox,branding): prod-parity demo with AI gating + accounted rebrand Sandbox now ships with seeded suppliers, supplier invoices, an asset, a verified agent_profile, and pending operations so the demo company exercises every prod surface. Server-side `guardSandbox()` short- circuits any AI or paid-external API call (Bedrock chat/composer, Resend invoice send, Riksbanken FX, VIES, etc.) and the AgentSheet swaps in a SandboxAgentPreview that explains what's gated and offers a register CTA. DashboardContent no longer mounts the NewUserChecklist when the agent is already built, fixing the path that let sandbox users still trigger /onboarding/agent. Visible branding flips from Gnubok to Accounted: new BrandWordmark component (Hedvig Letters Serif 700), new app/icon.png + PWA icons generated from the accounted icon, default appName updated. URLs, header names, API key prefixes, hostnames, and event/cookie/ localStorage keys keep `gnubok` — the rebrand is visual only. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(sandbox): hardcode supplier-invoice arrival numbers in seed get_next_arrival_number is MAX(arrival_number) + 1 against the same table we're about to insert into. Calling it twice before either row lands made both calls return 1, which then violated the (company_id, arrival_number) unique index — POST /api/sandbox/seed 500'd on first sandbox start. The seeded company is brand new in this branch so 1 and 2 are guaranteed unused; hardcoding side-steps the race entirely. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(sandbox): set paid_amount=0 on unpaid supplier invoice PostgREST normalizes the column set across rows in a bulk insert, so the second supplier invoice (Espresso House, status=registered) was being sent with paid_amount=null because the first row (Telia, paid) set it. supplier_invoices.paid_amount is NOT NULL DEFAULT 0; the default only kicks in when the column is *absent* from the payload, not when it's explicitly null. Set it inline to side-step the normalization. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(sandbox): set actor_type=agent_chat on seeded pending_operations pending_operations only allows user-scoped INSERTs via the `pending_operations_chat_insert` policy, which requires actor_type='agent_chat' alongside auth.uid()=user_id + company membership. The seed was inserting with the default actor_type='user', tripping the RLS check. Also lift risk_level from preview_data (where it was unused) onto the row itself, matching the column added in 20260430120000_pending_operations_actor_and_risk. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(pr-review): address PR #585 review feedback Fixes called out by the core-only CI check, Greptile, and the compliance + Swedish-accounting bots: - AGI Programnamn pinned back to 'gnubok' (CI blocker). The XML Skatteverket receives must keep the stable software identifier regardless of the visual rebrand — same rule as the v1 health endpoint's `service: 'gnubok'` literal. - handleCreateAccount in SandboxAgentPreview + ChatEmptyState now wraps signOut() in try/catch so a transient Supabase failure doesn't strand the user on a dead button (greptile P2 × 2). - /api/currency/rate hard-fails on missing companyId instead of conditionally skipping the sandbox guard (greptile P2 / compliance V8.2.1). - topUpSandboxAdditions now delegates to ensureSandboxAgentProfile; the assistant persona lives in exactly one place across the seed, layout backfills, and top-up path (greptile P2 outside-diff / compliance SOC2 CC6.1). - ensureSandboxAgentProfile drops the userId param and sets verified_by_user_id to NULL — synthetic seed data should not attribute verification to a real user (compliance V8.2.1 / GDPR Art. 25(2)). Errors now logged via the structured logger instead of being silently swallowed (V16). - Sandbox seed swaps real-world company names (Telia, Espresso House) for clearly-synthetic Demo-prefixed brands using the 5559... documentation org-number range (compliance A.8.33). Asset cost bumped 24 000 → 35 000 SEK so the demo clears the förbrukningsinventarier threshold and illustrates capitalization unambiguously (swedish-asset-accounting). - Representation pending-operation preview corrected: VAT label fixed from 6% → 12%, and input VAT split between the avdragsgill (2641) and ej-avdragsgill (5811) portions to match swedish-vat / ML 8 kap rules (swedish-vat). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(pr-review): seed preview consistency + AGI Programnamn constant Two last review-bot items before merge: - Sandbox seed: the representation pending-operation preview was splitting the 240 SEK café meal 60/180 between 5810 and 5811, which is wrong for a single attendee under the 300 SEK / person avdragsgill cap (ML 8 kap) — the entire amount is fully avdragsgill in that case. Collapse the preview to a single 5810 + 2641 + 2440 entry so it matches the supplier_invoice_items row 1:1 and stops teaching demo users an incorrect bookkeeping pattern. - Hoist the AGI Programnamn 'gnubok' literal into a named constant with a comment pointing to potential future Skatteverket vendor registration (per the swedish-compliance bot's nit). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(sandbox): avoid BFL duplicate-verification on pending op + fix VAT cap comment Swedish-compliance bot caught two final nits: - The pending operation for the Demokafé representation was using the same supplier_invoice_number as the already-seeded supplier_invoices row (88245). If the sandbox user approved the staged operation, the insert would have created (or attempted) a duplicate verification — BFL 5 kap. requires each affärshändelse be recorded exactly once. Swap the staged operation's invoice number to a distinct value (INKOMMANDE-2026-001) so approval cleanly creates a new row. - The preview comment described the 300 SEK threshold as an "avdragsgill cap". The actual rule (ML 8 kap. 9 §) caps the deductible VAT at 25 % × 300 SEK × antal_personer = 75 SEK per person — the 300 SEK is the tax base, not the total. Math here is correct either way, but the comment now states the correct formula so future seed edits don't propagate the wrong understanding. 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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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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Mattsson
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e4488a900b |
feat: add user locale preference to user_preferences table (#555)
* feat: add user locale preference to user_preferences table
- Introduced a new column 'locale' in the user_preferences table to store per-user UI language preferences.
- Added a CHECK constraint to ensure only supported locales ('sv', 'en') are allowed.
- Triggered a schema reload notification for the changes.
chore: declare CSS module support in TypeScript
- Added a declaration for CSS modules in globals.d.ts to enable TypeScript support for importing CSS files.
* feat: add Swish as an invoice payment method in company settings
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Jakob Wennberg
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4a6c473cc4 |
fix(bookkeeping): allow EF förlängt räkenskapsår on first-period edit + hide Recapt widget (#481)
* fix(bookkeeping): allow EF förlängt räkenskapsår on first-period edit + hide Recapt widget
PATCH /api/bookkeeping/fiscal-periods/[id] rejected enskild firma first
fiscal periods extended into the next calendar year (e.g. 2020-10-04 →
2021-12-31, 15 mån) even though BFL 3 kap. permits up to 18 months when
the EF starts after 1 juli. Validator and DB trigger already supported
this; only the API check ignored isFirstPeriod. Move the isFirstPeriod
calculation above the EF rule and split it into "end must be 31 dec
(always)" + "start must be 1 jan (only when not first period)". Brings
the API into agreement with the frontend's validateFirstPeriod logic.
Also mount RecaptHideWidget in the root layout, which calls
window.recapt('feedback', { widget: 'hide' }) once the SDK is ready.
The floating bubble no longer appears in the bottom-right; Recapt's
identify and programmatic feedback APIs continue to work unchanged.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* test(bookkeeping): address PR-481 review — standard guards, shared helpers, 18-month cap regression
- Use shared createMockRequest / createMockRouteParams from tests/helpers.ts
- Add 401 (unauthenticated), 400 (malformed body), 404 (unknown period)
- Rename "mid-month startdatum" case to "not 1 januari" (request sends 2026-02-01, a month boundary, not mid-month — the rule rejects any non-Jan-1)
- Add defense-in-depth case proving validatePeriodDuration rejects a 24-month EF first period (BFL 3 kap. 18-month cap), since the new EF end-date guard runs before duration validation
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* test(bookkeeping): lock in EF subsequent-period end-date guard
The start-must-be-1-jan + end-must-be-31-dec guards together force EF
subsequent periods to a 12-month span. validatePeriodDuration's 18-month
universal cap doesn't enforce this on its own — only the route's per-EF
guards do. Add a regression test so a future refactor of the EF block
can't silently allow a 13-month subsequent period (e.g. 2026-01-01 →
2027-01-31), addressing PR-481 swedish-compliance review finding #1.
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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ba45b8f661 |
refactor(ui): editorial monochrome design refresh (#473)
* refactor(ui): editorial monochrome design refresh Design-system layer only, no functional changes. Cascades app-wide from 8 files in the primitives + tokens layer. - Swap Fraunces → Hedvig Letters Serif for display typography (single-weight; drop font-medium from CardTitle and PageHeader) - Token sweep: pure white background, warm beige secondary (40 11% 89%), achromatic primary, calibrated 45 5% 85% border, halved-opacity shadows - Flatten Card: remove shadow, rounded-xl → rounded-lg, full-opacity border (was border-border/60) - Flatten Button: remove shadow-sm, remove active:scale-[0.98], drop outline border morph, transition-all 300ms → transition-colors 150ms - Soften Dialog overlay (bg-black/80 → bg-black/40 with dark variant) and use halved --shadow-md token on DialogContent - Sidebar: bg-card/90 → bg-background, full-opacity hairline border, warm-beige active state (bg-secondary), hover bg-secondary/60 - .hover-lift utility: replace translateY + box-shadow with flat background-color shift - PageHeader title: text-2xl font-medium → text-3xl md:text-4xl (no font-medium) - CLAUDE.md Brand & Aesthetic, Typography, and Forbidden Patterns sections rewritten to reflect new system Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * refactor(ui): address PR review - Remove dead .hover-lift utility (no callers; CLAUDE.md now bans hover-lift patterns, so leaving the class would contradict the docs) - Bump Dialog overlay bg-black/40 → bg-black/50 — gives a more perceptible separation layer over the new pure-white background while keeping the lighter editorial feel 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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064fb7f7a9 |
Add/white label (#381)
* feat(branding): add BrandingService with default-preserving env layer Introduce lib/branding/service.ts mirroring lib/email/service.ts. Defaults match current gnubok values exactly, so production behaviour is unchanged unless an env var (NEXT_PUBLIC_BRANDING_*, BRANDING_*) or extension override (via registerBrandingService) is set. Resolution order: defaults < env vars < extension override. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(branding): route root layout, manifest, and PWA assets through branding service - app/layout.tsx now reads title, description, themeColor, and apple-touch-icon from getBranding() instead of hardcoded values. - public/manifest.json replaced by dynamic app/manifest.ts so PWA name, short_name, description, theme_color, background_color, and icon paths are resolved at request time. The manifest now serves at /manifest.webmanifest (Next.js convention for the metadata file route). The previous /manifest.json URL is no longer populated; nothing in core references it after this commit. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(branding): route email service and templates through branding service - resend-service.ts: From line uses getBranding().appName instead of hardcoded "Gnubok" in both the with-fromName and bare cases. - invite-templates.ts: subject, HTML header, body, plain text, and the team-invite variants all read from branding (sentence case in prose, uppercased for the styled <p> header). - consent-notification-templates.ts: signature fallback (companyName || branding) for both HTML and plain text variants. Defaults preserve the exact current strings ("Gnubok", "GNUBOK", "gnubok" in their respective contexts) so no email content changes for production. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(branding): route OAuth consent page through branding service The MCP OAuth consent page rendered for Claude Desktop / Claude.ai connector flows now reads the app name from getBranding() for both the HTML <title> and the body copy. Default still produces "gnubok" in lowercase prose, matching current behaviour. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(branding): route auth, dashboard, and onboarding text through branding service Replace user-visible "gnubok" / "Gnubok" references with calls to getBranding(). Touches: - Auth pages (login, register, mfa/enroll): logo src/alt, MFA TOTP friendlyName. - Onboarding (companies/new, invite, sandbox, WelcomeOnboarding, Step2CompanyDetails, NewUserChecklist, BankIdCompanyPicker, ArcimMigrationWorkspace): logo, headings, error/help text. - Dashboard fallback (companyName="gnubok") and settings (backup copy, ApiKeysPanel MCP connector name + login note, CompanyDangerZone, retention-notice). - API routes (support contact subject prefix, enable-banking consent email companyName fallback, AI inbox receipt-request appUrl, pain001 messageId prefix). - MCP server "open the gnubok web app" review message. - Salary/reports filings (AGI Programnamn, KU10 Programnamn, payslip footer, full-archive system metadata, SRU #PROGRAM line). Internal identifiers (cookie names gnubok-company-id / gnubok-invite-token, API key prefix gnubok_sk_, invite token prefix gnubok_inv_, MCP tool names, npm package gnubok-mcp, GNUBOK_API_KEY env name) are deliberately left unchanged — they're stable contracts that whitelabels must not break. Defaults match current behaviour exactly. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(branding): support legal page field-level swaps for entity and contact Privacy and DPA pages now interpolate appName, legalEntity, and privacyEmail from the branding service instead of hardcoding "Gnubok", "Arcim", and "privacy@gnubok.se". Page metadata uses generateMetadata() so titles also reflect the brand. lib/support.ts now falls back to getBranding().supportEmail when SUPPORT_RECIPIENT_EMAIL is unset, so a single BRANDING_SUPPORT_EMAIL env var configures both the support form recipient and the displayed support address. Whitelabels with a different legal jurisdiction or entirely different DPA text should override the page route from an extension. Phase 1 intentionally only supports field-level swaps. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * docs(branding): add WHITELABEL.md and example branding extension WHITELABEL.md: fork checklist, env var reference, the "do not change" list (cookies, API key prefixes, invite token prefixes, MCP tool names, gnubok-mcp npm package, GNUBOK_API_KEY env name), out-of-scope items, the upstream sync workflow YAML to copy into a fork, conflict avoidance guidance, and a verification checklist. extensions/general/_example-branding/: copy-paste starter extension with index.ts (commented placeholder values for registerBrandingService), manifest.json, and README.md. Disabled by default (not added to extensions.config.json); whitelabels cp the folder, edit, and enable. sectors.test.ts: bumped expected extension count 12 -> 13 to account for the new starter extension on disk. The generated registry is unchanged because the example is disabled. The sync workflow YAML is documented inline in WHITELABEL.md rather than checked in as a workflow file. It's only meaningful in a fork -- gnubok itself has nothing to sync from. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(branding): address PR review — lazy support email + escape brand in HTML/XML Three issues from code review: P1 — lib/support.ts: SUPPORT_RECIPIENT_EMAIL was a module-level const, evaluated at import time before extensions register branding overrides via ensureInitialized(). Convert to getSupportRecipientEmail() lazy accessor; update the only caller in app/api/support/contact/route.ts. Extension-supplied supportEmail values now route correctly. P2 — app/api/mcp-oauth/authorize/route.ts: appName was interpolated into the consent page HTML without escapeHtml(), inconsistent with the existing escaping of companyName. Wrap appName.toLowerCase() in escapeHtml() at use sites in <title> and the body paragraph. P2 — lib/salary/agi/xml-generator.ts and lib/salary/ku/ku10-generator.ts: appName placed inside <gem:Programnamn> / <Programnamn> XML elements without escapeXml(), the helper already used for other admin-controlled fields in the same files. Wrap accordingly to prevent malformed XML if a brand name contains XML reserved characters. All admin-controlled inputs only — no user-exploitable path. Defense in depth, not a known incident. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(branding): security follow-up — lazy metadata, SRU/email header sanitization Self-audit after the PR review surfaced four more concerns. Fixes them with the same defense-in-depth posture as the prior review fixes. 1. app/layout.tsx — same eager-evaluation class as P1 support.ts. The module-level `const branding = getBranding()` froze branding before extensions registered, so extension-based overrides for title, description, themeColor, and apple-touch-icon silently never applied. - Convert to generateMetadata() / generateViewport() (lazy, run per request, see extension-registered overrides). - Inline getBranding() inside RootLayout for the apple-touch-icon href so it picks up overrides too. - Add ensureInitialized() at module level so extensions are loaded before the first metadata call. Mirrors the API route pattern. 2. app/manifest.ts — same class. The dynamic manifest function reads getBranding() per request, but if the manifest is requested before any other module has triggered ensureInitialized(), extensions are still unloaded. Add ensureInitialized() at module level. 3. lib/reports/ink2/sru-generator.ts — appName interpolated into the SRU `#PROGRAM` directive without sanitization. SRU's reserved char is `#` (directive marker) and CRLF injects new directives. Wrap in the existing sanitizeString() helper to match the pattern used for other admin-controlled fields in this file (#NAMN, #ADRESS, etc.). 4. extensions/general/email/lib/resend-service.ts — appName and the user-controlled fromName both flow into the From header. Resend's API does its own validation, but defense in depth: strip CRLF and angle brackets via a small sanitizeHeaderPart() helper before building the header string. fromName was a pre-existing surface; appName is new with this whitelabel work. All four are admin-controlled inputs (env vars or extension code), not user-exploitable. No known incidents — defense in depth, and correctness for extension-based whitelabels. 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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99bc462315 |
fix: prevent Chrome auto-translate from crashing onboarding (#65)
* fix: prevent Chrome auto-translate from crashing React during onboarding
Chrome auto-translate modifies DOM text nodes when it detects a Swedish
page (lang="sv") in a browser set to English. React does not expect
external DOM mutations and throws, crashing the entire component tree
into global-error.tsx on every step transition.
Add translate="no" and <meta name="google" content="notranslate"> to
suppress browser translation. Also fix timezone-unsafe date parsing in
fiscal period validation (new Date("YYYY-MM-DD") + getDate() returns
local-timezone values, shifting dates by -1 day in Western timezones).
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: add notranslate meta tag to global-error.tsx for consistency
Per review feedback — global-error.tsx renders its own <html> document,
so it needs the same <meta name="google" content="notranslate"> tag as
layout.tsx to fully suppress Chrome translation on error pages.
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>
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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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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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50bf7b3b0f |
feat: remove ai-chat extension from hosted version, move chat widget to bottom-right
Remove ai-chat from extensions.config.json and docker/extensions.hosted.json (kept in self-hosted config). Remove ChatWidget imports from dashboard layout and root page. Reposition chat widget FAB and panel to bottom-right corner. Regenerate extension registry. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Jakob Wennberg
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497ef876bb |
feat: add Recapt analytics, remove push-notifications extension, UI fixes
- Integrate Recapt session tracking with user identity in dashboard layout - Remove push-notifications extension from settings, panel registry, and toggle list - Fix journal entry preview overflow on narrow viewports - Update transaction manual booking button label - Clarify invoice email error message to reference env vars Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Jakob Wennberg
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66a4027f1e |
feat: BAS data overhaul, currency revaluation, expenses, UI polish, and cleanup
- 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> |
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Emil
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6a5b2b7792 |
feat: overhaul all 12 sector extensions with full CRUD, validation, and tests
Add shared components (ConfirmDeleteDialog, EditEntryDialog, validation utils), enhance all 12 extension workspaces with edit/delete dialogs, input validation, period comparisons, and new analytics features. Fix critical bugs in ProjectBilling margin calculation and EarningsPerLiter revenue allocation. Add pure calculation modules with 183 new tests across all extensions. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Jakob Wennberg
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e8743e6e03 | New base | ||
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Jakob Wennberg
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0aecf5b41c |
Refactor to generic ERP base
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> |
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Jakob Wennberg
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a25d10a528 | Initial copy from influencer-biz |