Commit Graph

5 Commits

Author SHA1 Message Date
Jakob Wennberg 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>
2026-03-04 14:19:56 +01:00
Jakob Wennberg a9bf24ce0b feat: enhance supplier invoices, entity-aware categorization, and new tests
Expand supplier invoice module with overdue cron job, credit note journal
entries, and event emissions on approve/mark-paid/create flows. Add entity
type (EF/AB) awareness to transaction categorization UI and category
mapping logic. Add comprehensive tests for supplier-invoice-entries,
transaction-entries, and expanded API route coverage.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-03 17:08:26 +01:00
Jakob Wennberg 3e7fa45ed6 feat: transaction categorization UX improvements and description matching
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>
2026-02-24 16:02:06 +01:00
Jakob Wennberg 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>
2026-02-23 20:38:44 +01:00
Jakob Wennberg 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>
2026-02-23 16:00:38 +01:00