6b51d13ba7a3b79374d78abcce31e97cfc052dac
68 Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
 Jakob Wennberg
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6b51d13ba7 |
refactor: simplify KPI to 4 metrics and update CLAUDE.md (#83)
KPI page: removed operational grid (Intäktstillväxt, Kostnadsandel, Snittbetaltid — all usually empty or redundant). Now shows 4 cards (Resultat, Kassa, Kundfordringar, Moms) + trend chart. Removed unused fields from KPIReport type and simplified API route. CLAUDE.md: documented MCP server extension, API key infrastructure, OAuth 2.1 flow, gnubok-mcp npm package, KPI page, cookieless Supabase client, and updated migration count (65 → 70). Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob Wennberg
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51467717f1 |
fix: broaden OAuth redirect_uri allowlist for Claude Desktop (#77)
* fix: broaden OAuth redirect_uri allowlist for Claude Desktop Claude Desktop uses varying callback paths (with org/connector IDs), not a single fixed callback URL. Allow any path under claude.ai and claude.com instead of requiring an exact match. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: tighten redirect_uri allowlist to /api/ prefix only Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob Wennberg
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d61670231f |
fix: plain 401 for MCP OAuth discovery (#74)
* fix: return plain 401 for MCP OAuth discovery and harden auth flow - Return plain HTTP 401 with WWW-Authenticate header (no JSON-RPC body) so Claude Desktop's MCP client can trigger OAuth discovery correctly - Remove unused apiKey import from authorize route - Remove stale codeChallengeMethod parameter from oauth-codes Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add Retry-After header to 429 rate limit response Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob Wennberg
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5d66dd6bfc |
feat: MCP server, API keys, OAuth, and KPI dashboard (#72)
* 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>
* feat: add MCP server extension with OAuth, API keys, and KPI dashboard
Let users do bookkeeping through Claude Desktop, Claude Code, or any
MCP-compatible client. "Show my uncategorized transactions." "Book that
as office supplies." "Invoice Acme for 15,000 kr."
MCP server (extension):
- 10 tools: transactions, categorization, customers, invoices,
trial balance, VAT report, KPI report, income statement
- JSON-RPC 2.0 protocol (no SDK dependency, works in serverless)
- Tool annotations, pagination, input validation per MCP best practices
- Same engine as web UI (VAT rules, exchange rates, event emission)
API key infrastructure (core):
- api_keys table with RLS, rate limiting (100 RPM), scopes column
- Atomic rate limit via DB RPC (validate_and_increment_api_key)
- Key management API routes + settings UI panel
OAuth 2.1 for Claude Desktop connectors:
- .well-known/oauth-protected-resource + oauth-authorization-server
- Authorization endpoint with consent page
- Token endpoint with PKCE verification
- Stateless encrypted auth codes (AES-256-GCM, no DB storage)
- Dynamic client registration
KPI dashboard:
- /nyckeltal page with hero cards, operational grid, trend chart
- GET /api/reports/kpi endpoint
- Gross margin, cash position, expense ratio, avg payment days,
VAT liability, revenue/expense trend
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address OAuth security vulnerabilities from code review
Critical fixes:
- Auth code replay: Track used codes in oauth_used_codes table with
unique constraint. Codes are single-use per OAuth 2.1 §4.1.2.
- Open redirect: Validate redirect_uri against hardcoded allowlist
of known Claude callback URLs + localhost for dev.
P1 fixes:
- Move API key creation from /authorize to /token endpoint. Keys are
only created after PKCE verification, preventing orphaned keys on
abandoned OAuth flows.
- Add ensureInitialized() to MCP server so event handlers load and
transaction.categorized events reach extensions.
P2 fixes:
- Remove 'plain' from PKCE methods — only S256 is advertised and
accepted.
- Fix extension count in sectors test (10 → 11 for mcp-server).
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: remove duplicate ensureInitialized() that caused circular import
The extension router (ext/[...path]/route.ts) already calls
ensureInitialized() before dispatching to handlers. The duplicate
call in server.ts created a circular import that Turbopack couldn't
resolve, breaking the Vercel build.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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Mattsson
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db528c3652 |
Delete invoice feature (#64)
* I mplement delete API for draft invoices with ownership verification * Color change dark mode |
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Jakob Wennberg
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cf77adaa0a |
refactor: remove extension toggle system — compiled-in extensions are always active (#59)
The runtime toggle system (extension_toggles table, API routes, hooks, UI components) added unnecessary complexity. Extensions controlled via extensions.config.json at build time are now always active for all users. This removes ~835 lines of toggle-related code including API routes, DB queries, the ExtensionToggleButton component, useEnabledExtensions and useExtensionToggle hooks, and the toggle-check module. AI consent gating remains unchanged. Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob Wennberg
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e18b8dc789 |
feat: BFL-compliant descriptions, cancelled status, and TIC company lookup (#57)
* fix: include reversed entries in all reports (general ledger, trial balance, VAT, SIE, NE, INK2) Reversed entries (storno) must appear alongside their original posted entries in reports for a complete audit trail. Previously, filtering by status='posted' excluded them, causing discrepancies when corrections had been made. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: semi-manual invoice payment booking with editable journal lines When marking an invoice as paid, users now see a dialog where they can: - Choose which bank/cash account the payment goes to (1910, 1920, 1930, etc.) - Review and edit the proposed journal entry lines before committing - The happy path remains fast — lines are pre-filled correctly Implementation: - Pure proposePaymentLines() function for line computation (accrual + cash) - PaymentBookingDialog with AccountCombobox, balance validation, date picker - API accepts optional custom lines, falls back to auto-generation without them - 18 tests (8 unit + 10 API) all passing Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — validation fallback, balance check, error handling - P1: Return 400 on invalid body instead of silently falling back to auto-generated lines (split JSON parse from schema validation) - P1: Add server-side balance check for custom lines before committing (debit must equal credit, totalDebit > 0) - P2: Wrap PaymentBookingDialog init() in try/catch with toast on failure and auto-close instead of silent empty state - Add 2 new tests: unbalanced lines → 400, invalid schema → 400 Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: OAuth callback redirect for local dev and timeout resilience - Pass redirectUri dynamically from NEXT_PUBLIC_APP_URL so OAuth callbacks work on localhost (not just production) - Encode consentId/provider in OAuth state (base64url JSON) so the callback doesn't depend on session storage - Add skipAuth flag to extension API routes for OAuth callbacks (external provider redirects have no user session cookie) - Wrap AbortError in descriptive timeout messages in arcim-client - Make preview endpoint resilient to partial failures (company info and SIE fetch are individually non-blocking) - Simplify login page (remove unused magic link auth mode) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: create journal entry before marking invoice as paid Move journal entry creation before the invoice status update so that if accounting fails, the invoice is not permanently marked paid without a corresponding entry. Previously the error was silently swallowed. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: update mark-paid tests for journal-first ordering Reorder mock queue to match new flow (settings before update), update failure test to expect 500 instead of silent success, add try-catch with proper error response in route handler. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add reverse charge VAT (ruta 20-32) and improve mobile UX across dashboard Add full reverse charge (omvänd skattskyldighet) support to the VAT declaration: - Map accounts 2614/2624/2634 to ruta 30/31/32 for self-assessed output VAT - Calculate purchase bases (ruta 20-24) from supplier invoices by supplier type - Include ruta 30-32 in ruta 49 formula and totalOutputVat summary - Display reverse charge section in reports UI and composition chart - Add comprehensive test coverage for all reverse charge scenarios Improve mobile UX across the app: - Convert nav drawer to bottom sheet with drag handle and safe area padding - Add mobile card layout for PaymentBookingDialog journal lines - Replace settings tab pills with dropdown selector on mobile - Make wizard step indicators responsive (collapsed on mobile) - Ensure all dialog footers stack buttons full-width on mobile - Add 44px minimum touch targets throughout - Make onboarding buttons full-width on mobile Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — indentation, query efficiency, tab dedup - Fix misleading try-block indentation in mark-paid route - Filter reversed entries at DB level (.eq('status', 'posted')) instead of fetching then discarding in memory - Extract shared settingsTabs array so mobile Select and desktop TabsList stay in sync automatically Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add resilience fallbacks, Arcim retry logic, and client tests Add FallbackPrompt component and integrate it across banking and migration error states so users always have a manual import escape hatch. Add retry with exponential backoff to Arcim API client for transient failures (429, 502, 503, 504) and timeouts. Expand import page deep-linking with ?mode= parameter. Add persistent error banner on settings page for bank connection failures. Include 18 new tests for the Arcim client covering retry, backoff, pagination, timeout, env validation, and singleton resource unwrapping. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — setActiveTab, test cleanup, redundant clearTimeout - Add missing setActiveTab('banking') when handling bank_error query param so the error banner is actually visible (P1) - Guard env-var cleanup with try/finally in arcim-client tests to prevent state leakage on assertion failure (P2) - Only mock retry-range setTimeout delays in backoff test, letting AbortController timers pass through real setTimeout (P2) - Remove redundant clearTimeout in catch block — finally handles it (P2) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add BFL-compliant counterparty names to journal descriptions and cancelled entry status Journal descriptions now include customer/supplier names for traceability (e.g. "Kundfaktura 1001, Foretag AB"). Failed draft entries are marked as 'cancelled' instead of deleted, respecting immutability constraints. Includes DB migration for the new journal_entries status value. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — Swedish typos, missing source type, trigger and reversal cleanup - Fix Swedish spelling: leverantor → leverantör in all supplier description prefixes - Add supplier_credit_note to supplierSourceTypes in VAT declaration so credit notes correctly reduce reverse-charge bases (ruta 20–24) - Mark orphaned concurrent reversals as cancelled instead of attempting deletion that the immutability trigger blocks - Allow posted → cancelled transition in trigger for orphaned reversal cleanup - Restrict cancelled entry line trigger to DELETE-only (block INSERT/UPDATE) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: use main's Step3TaxRegistration (onboarding restructured in PR #54) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * chore: retrigger Greptile review Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add TIC company lookup extension, extension nav items, and legacy toggle fallback Introduces the TIC (Bolagsuppgifter) extension for automatic company data lookup via org number during onboarding. Adds dynamic extension nav items in the sidebar, legacy general extension fallback for toggle checks, and company lookup type definitions in core. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — restore push-notifications, filter nav by toggles, fix timeout error name - Restore push-notifications to LEGACY_GENERAL_EXTENSIONS (was silently dropped when extracting the shared constant) - Remove tic and arcim-migration from legacy defaults (new extensions should not default to enabled for all users) - Filter getExtensionNavItems() against user's enabled extensions so disabled extensions don't appear in the sidebar - Fix AbortSignal.timeout() error name check — Node.js throws TimeoutError, not AbortError Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add all bundled extensions to legacy defaults (email, arcim-migration, tic) Bundled extensions configured in extensions.config.json should default to enabled. Adds email, arcim-migration, and tic alongside the existing legacy defaults so they are accessible without explicit toggle rows. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob Wennberg
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86348c80c7 |
feat: BFL-compliant journal descriptions and cancelled entry status (#55)
* fix: include reversed entries in all reports (general ledger, trial balance, VAT, SIE, NE, INK2) Reversed entries (storno) must appear alongside their original posted entries in reports for a complete audit trail. Previously, filtering by status='posted' excluded them, causing discrepancies when corrections had been made. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: semi-manual invoice payment booking with editable journal lines When marking an invoice as paid, users now see a dialog where they can: - Choose which bank/cash account the payment goes to (1910, 1920, 1930, etc.) - Review and edit the proposed journal entry lines before committing - The happy path remains fast — lines are pre-filled correctly Implementation: - Pure proposePaymentLines() function for line computation (accrual + cash) - PaymentBookingDialog with AccountCombobox, balance validation, date picker - API accepts optional custom lines, falls back to auto-generation without them - 18 tests (8 unit + 10 API) all passing Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — validation fallback, balance check, error handling - P1: Return 400 on invalid body instead of silently falling back to auto-generated lines (split JSON parse from schema validation) - P1: Add server-side balance check for custom lines before committing (debit must equal credit, totalDebit > 0) - P2: Wrap PaymentBookingDialog init() in try/catch with toast on failure and auto-close instead of silent empty state - Add 2 new tests: unbalanced lines → 400, invalid schema → 400 Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: OAuth callback redirect for local dev and timeout resilience - Pass redirectUri dynamically from NEXT_PUBLIC_APP_URL so OAuth callbacks work on localhost (not just production) - Encode consentId/provider in OAuth state (base64url JSON) so the callback doesn't depend on session storage - Add skipAuth flag to extension API routes for OAuth callbacks (external provider redirects have no user session cookie) - Wrap AbortError in descriptive timeout messages in arcim-client - Make preview endpoint resilient to partial failures (company info and SIE fetch are individually non-blocking) - Simplify login page (remove unused magic link auth mode) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: create journal entry before marking invoice as paid Move journal entry creation before the invoice status update so that if accounting fails, the invoice is not permanently marked paid without a corresponding entry. Previously the error was silently swallowed. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: update mark-paid tests for journal-first ordering Reorder mock queue to match new flow (settings before update), update failure test to expect 500 instead of silent success, add try-catch with proper error response in route handler. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add reverse charge VAT (ruta 20-32) and improve mobile UX across dashboard Add full reverse charge (omvänd skattskyldighet) support to the VAT declaration: - Map accounts 2614/2624/2634 to ruta 30/31/32 for self-assessed output VAT - Calculate purchase bases (ruta 20-24) from supplier invoices by supplier type - Include ruta 30-32 in ruta 49 formula and totalOutputVat summary - Display reverse charge section in reports UI and composition chart - Add comprehensive test coverage for all reverse charge scenarios Improve mobile UX across the app: - Convert nav drawer to bottom sheet with drag handle and safe area padding - Add mobile card layout for PaymentBookingDialog journal lines - Replace settings tab pills with dropdown selector on mobile - Make wizard step indicators responsive (collapsed on mobile) - Ensure all dialog footers stack buttons full-width on mobile - Add 44px minimum touch targets throughout - Make onboarding buttons full-width on mobile Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — indentation, query efficiency, tab dedup - Fix misleading try-block indentation in mark-paid route - Filter reversed entries at DB level (.eq('status', 'posted')) instead of fetching then discarding in memory - Extract shared settingsTabs array so mobile Select and desktop TabsList stay in sync automatically Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add resilience fallbacks, Arcim retry logic, and client tests Add FallbackPrompt component and integrate it across banking and migration error states so users always have a manual import escape hatch. Add retry with exponential backoff to Arcim API client for transient failures (429, 502, 503, 504) and timeouts. Expand import page deep-linking with ?mode= parameter. Add persistent error banner on settings page for bank connection failures. Include 18 new tests for the Arcim client covering retry, backoff, pagination, timeout, env validation, and singleton resource unwrapping. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — setActiveTab, test cleanup, redundant clearTimeout - Add missing setActiveTab('banking') when handling bank_error query param so the error banner is actually visible (P1) - Guard env-var cleanup with try/finally in arcim-client tests to prevent state leakage on assertion failure (P2) - Only mock retry-range setTimeout delays in backoff test, letting AbortController timers pass through real setTimeout (P2) - Remove redundant clearTimeout in catch block — finally handles it (P2) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add BFL-compliant counterparty names to journal descriptions and cancelled entry status Journal descriptions now include customer/supplier names for traceability (e.g. "Kundfaktura 1001, Foretag AB"). Failed draft entries are marked as 'cancelled' instead of deleted, respecting immutability constraints. Includes DB migration for the new journal_entries status value. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — Swedish typos, missing source type, trigger and reversal cleanup - Fix Swedish spelling: leverantor → leverantör in all supplier description prefixes - Add supplier_credit_note to supplierSourceTypes in VAT declaration so credit notes correctly reduce reverse-charge bases (ruta 20–24) - Mark orphaned concurrent reversals as cancelled instead of attempting deletion that the immutability trigger blocks - Allow posted → cancelled transition in trigger for orphaned reversal cleanup - Restrict cancelled entry line trigger to DELETE-only (block INSERT/UPDATE) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: use main's Step3TaxRegistration (onboarding restructured in PR #54) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * chore: retrigger Greptile review Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob Wennberg
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ceec8c02a8 |
feat: reverse charge VAT (ruta 20-32) + mobile UX improvements (#50)
* fix: include reversed entries in all reports (general ledger, trial balance, VAT, SIE, NE, INK2) Reversed entries (storno) must appear alongside their original posted entries in reports for a complete audit trail. Previously, filtering by status='posted' excluded them, causing discrepancies when corrections had been made. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: semi-manual invoice payment booking with editable journal lines When marking an invoice as paid, users now see a dialog where they can: - Choose which bank/cash account the payment goes to (1910, 1920, 1930, etc.) - Review and edit the proposed journal entry lines before committing - The happy path remains fast — lines are pre-filled correctly Implementation: - Pure proposePaymentLines() function for line computation (accrual + cash) - PaymentBookingDialog with AccountCombobox, balance validation, date picker - API accepts optional custom lines, falls back to auto-generation without them - 18 tests (8 unit + 10 API) all passing Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — validation fallback, balance check, error handling - P1: Return 400 on invalid body instead of silently falling back to auto-generated lines (split JSON parse from schema validation) - P1: Add server-side balance check for custom lines before committing (debit must equal credit, totalDebit > 0) - P2: Wrap PaymentBookingDialog init() in try/catch with toast on failure and auto-close instead of silent empty state - Add 2 new tests: unbalanced lines → 400, invalid schema → 400 Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: OAuth callback redirect for local dev and timeout resilience - Pass redirectUri dynamically from NEXT_PUBLIC_APP_URL so OAuth callbacks work on localhost (not just production) - Encode consentId/provider in OAuth state (base64url JSON) so the callback doesn't depend on session storage - Add skipAuth flag to extension API routes for OAuth callbacks (external provider redirects have no user session cookie) - Wrap AbortError in descriptive timeout messages in arcim-client - Make preview endpoint resilient to partial failures (company info and SIE fetch are individually non-blocking) - Simplify login page (remove unused magic link auth mode) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: create journal entry before marking invoice as paid Move journal entry creation before the invoice status update so that if accounting fails, the invoice is not permanently marked paid without a corresponding entry. Previously the error was silently swallowed. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: update mark-paid tests for journal-first ordering Reorder mock queue to match new flow (settings before update), update failure test to expect 500 instead of silent success, add try-catch with proper error response in route handler. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add reverse charge VAT (ruta 20-32) and improve mobile UX across dashboard Add full reverse charge (omvänd skattskyldighet) support to the VAT declaration: - Map accounts 2614/2624/2634 to ruta 30/31/32 for self-assessed output VAT - Calculate purchase bases (ruta 20-24) from supplier invoices by supplier type - Include ruta 30-32 in ruta 49 formula and totalOutputVat summary - Display reverse charge section in reports UI and composition chart - Add comprehensive test coverage for all reverse charge scenarios Improve mobile UX across the app: - Convert nav drawer to bottom sheet with drag handle and safe area padding - Add mobile card layout for PaymentBookingDialog journal lines - Replace settings tab pills with dropdown selector on mobile - Make wizard step indicators responsive (collapsed on mobile) - Ensure all dialog footers stack buttons full-width on mobile - Add 44px minimum touch targets throughout - Make onboarding buttons full-width on mobile Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — indentation, query efficiency, tab dedup - Fix misleading try-block indentation in mark-paid route - Filter reversed entries at DB level (.eq('status', 'posted')) instead of fetching then discarding in memory - Extract shared settingsTabs array so mobile Select and desktop TabsList stay in sync automatically Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Mattsson
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f33806cd15 | feat: enhance error handling and logging for bank connection process (#44) | ||
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Jakob Wennberg
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bac49b6ee6 |
fix: OAuth callback redirect and timeout resilience (#43)
* fix: include reversed entries in all reports (general ledger, trial balance, VAT, SIE, NE, INK2) Reversed entries (storno) must appear alongside their original posted entries in reports for a complete audit trail. Previously, filtering by status='posted' excluded them, causing discrepancies when corrections had been made. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: semi-manual invoice payment booking with editable journal lines When marking an invoice as paid, users now see a dialog where they can: - Choose which bank/cash account the payment goes to (1910, 1920, 1930, etc.) - Review and edit the proposed journal entry lines before committing - The happy path remains fast — lines are pre-filled correctly Implementation: - Pure proposePaymentLines() function for line computation (accrual + cash) - PaymentBookingDialog with AccountCombobox, balance validation, date picker - API accepts optional custom lines, falls back to auto-generation without them - 18 tests (8 unit + 10 API) all passing Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — validation fallback, balance check, error handling - P1: Return 400 on invalid body instead of silently falling back to auto-generated lines (split JSON parse from schema validation) - P1: Add server-side balance check for custom lines before committing (debit must equal credit, totalDebit > 0) - P2: Wrap PaymentBookingDialog init() in try/catch with toast on failure and auto-close instead of silent empty state - Add 2 new tests: unbalanced lines → 400, invalid schema → 400 Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: OAuth callback redirect for local dev and timeout resilience - Pass redirectUri dynamically from NEXT_PUBLIC_APP_URL so OAuth callbacks work on localhost (not just production) - Encode consentId/provider in OAuth state (base64url JSON) so the callback doesn't depend on session storage - Add skipAuth flag to extension API routes for OAuth callbacks (external provider redirects have no user session cookie) - Wrap AbortError in descriptive timeout messages in arcim-client - Make preview endpoint resilient to partial failures (company info and SIE fetch are individually non-blocking) - Simplify login page (remove unused magic link auth mode) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: create journal entry before marking invoice as paid Move journal entry creation before the invoice status update so that if accounting fails, the invoice is not permanently marked paid without a corresponding entry. Previously the error was silently swallowed. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: update mark-paid tests for journal-first ordering Reorder mock queue to match new flow (settings before update), update failure test to expect 500 instead of silent success, add try-catch with proper error response in route handler. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob Wennberg
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3e82295cce |
feat: semi-manual invoice payment booking dialog (#37)
* fix: include reversed entries in all reports (general ledger, trial balance, VAT, SIE, NE, INK2) Reversed entries (storno) must appear alongside their original posted entries in reports for a complete audit trail. Previously, filtering by status='posted' excluded them, causing discrepancies when corrections had been made. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: semi-manual invoice payment booking with editable journal lines When marking an invoice as paid, users now see a dialog where they can: - Choose which bank/cash account the payment goes to (1910, 1920, 1930, etc.) - Review and edit the proposed journal entry lines before committing - The happy path remains fast — lines are pre-filled correctly Implementation: - Pure proposePaymentLines() function for line computation (accrual + cash) - PaymentBookingDialog with AccountCombobox, balance validation, date picker - API accepts optional custom lines, falls back to auto-generation without them - 18 tests (8 unit + 10 API) all passing Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — validation fallback, balance check, error handling - P1: Return 400 on invalid body instead of silently falling back to auto-generated lines (split JSON parse from schema validation) - P1: Add server-side balance check for custom lines before committing (debit must equal credit, totalDebit > 0) - P2: Wrap PaymentBookingDialog init() in try/catch with toast on failure and auto-close instead of silent empty state - Add 2 new tests: unbalanced lines → 400, invalid schema → 400 Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob Wennberg
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93413a8fd0 |
fix: resolve SIE import 504 timeout and clean up migration preview (#33)
* 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> * fix: resolve SIE import 504 timeout and clean up migration preview Add maxDuration=300 to extension catch-all and SIE execute routes so large imports don't hit Vercel's default timeout. Add 120s AbortController to Arcim gateway client. Remove empty company info fields from migration preview step — only show SIE stats. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — retriedBatches overcounting, BankConnection type safety - retriedBatches now counts distinct batches that needed retries, not individual retry attempts across both header and line insert loops - Add error_message to BankConnection type, remove unsafe cast 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
|
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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Mattsson
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c7672e538a |
Logging (#30)
* Added loggin for the onboarding flow. * Logging for potential errors * feat: enhance onboarding error logging with server-side capture * Update app/(onboarding)/onboarding/page.tsx Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> --------- Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> |
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Mattsson
|
a438c50e9c |
Date filter feature (#24)
* feat: add date sorting support to journal entries API Add sort_date query parameter (asc/desc) that orders results by entry_date instead of the default voucher_series + voucher_number. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add date sort toggle to journal entry list Add ascending/descending sort button next to the missing attachment filter. Defaults to newest first, toggles between nyast/äldst först. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add date range filter inputs to journal entry list Add Från/Till text inputs (YYYY-MM-DD) for filtering entries by date range. Applies on blur or Enter, with an X button to clear both fields. Both fields are optional and work independently of the sort toggle. 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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2ad8731dc9 |
feat: arcim migration wizard UX, import fixes, Sentry setup (#22)
* 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> --------- Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com> |
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Jakob Wennberg
|
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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Mattsson
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109f860e22 |
Sandbox (#8)
* feat: add sandbox infrastructure — migration, types, and middleware Add database migration for sandbox support: - Add `is_sandbox` boolean column to company_settings - Update 4 enforcement trigger functions (journal entry immutability, journal entry line immutability, retention enforcement, document deletion blocking) to bypass checks for sandbox users - Add `cleanup_sandbox_user()` SECURITY DEFINER function that handles FK-safe deletion order (document_attachments → journal_entry_lines → journal_entries → supplier_invoices → auth.users cascade) - Add `cleanup_expired_sandbox_users()` function that loops over sandbox users older than N hours with per-user error handling Update TypeScript types: - Add `is_sandbox: boolean` to CompanySettings interface - Add `is_sandbox: false` to makeCompanySettings() test factory Update middleware: - Add `/sandbox` to public routes so the landing page is accessible without authentication Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: add sandbox landing page, seed API, cleanup cron, and banner Sandbox landing page (app/sandbox/page.tsx): - Client component matching the existing auth page aesthetic - Auth check: if logged in as real user, shows message to use incognito - Otherwise shows feature overview (invoices, transactions, bookkeeping, reports) with "Starta sandbox" button - On click: signInAnonymously() → POST /api/sandbox/seed → redirect - Uses window.location.href for full page load (ensures middleware picks up new session cookies) Seed API (app/api/sandbox/seed/route.ts): - POST handler gated to anonymous users only (403 for real users) - Idempotent: returns { seeded: false } if company_settings exists - Seeds ~40 rows: profile, company_settings (is_sandbox: true, onboarding_complete: true), chart of accounts (via RPC), fiscal period, 3 customers (Swedish business, EU business, individual), 4 invoices (paid/sent/overdue/draft), 4 invoice items, 2 posted journal entries with 5 lines, 8 transactions (3 categorized, 2 income, 3 uncategorized), 2 deadlines - Journal entries inserted directly (not via engine) to avoid event emission, using next_voucher_number() RPC Cleanup cron (app/api/sandbox/cleanup/cron/route.ts): - GET handler with CRON_SECRET Bearer token auth - Creates service role Supabase client - Calls cleanup_expired_sandbox_users RPC (24h default) Sandbox banner (components/dashboard/SandboxBanner.tsx): - Amber bar with dismiss button (client state, reappears on reload) - Text: "Sandlådemiljö — dina data raderas automatiskt efter 24 timmar" - "Skapa konto" link to /register Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: integrate sandbox into dashboard — banner, nav, settings safeguards Dashboard layout (app/(dashboard)/layout.tsx): - Fetch is_sandbox from company_settings - Render SandboxBanner at top of page for sandbox users - Pass isSandbox prop to DashboardNav - Hide RecaptIdentify analytics for sandbox users Root page (app/page.tsx): - Same sandbox banner and isSandbox prop treatment as dashboard layout (root page has its own layout, not wrapped by (dashboard)/layout) DashboardNav (components/dashboard/DashboardNav.tsx): - Add optional isSandbox prop - Change logout button text to "Avsluta sandbox" when isSandbox - Redirect to /sandbox instead of /login on logout for sandbox users - Applied to both desktop sidebar and mobile drawer logout buttons Settings page (app/(dashboard)/settings/page.tsx): - Hide "Bank (PSD2)" tab entirely for sandbox users — prevents connecting real bank accounts from a temporary anonymous session - Hide "Radera konto" card for sandbox users — account auto-deletes via cron, and the delete flow requires email confirmation Vercel config (vercel.json): - Add sandbox cleanup cron at 04:00 UTC daily (/api/sandbox/cleanup/cron) Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: remove audit trigger for non-existent tax_codes table Migration 018 referenced public.tax_codes which was never created (migration 012 is a placeholder). This caused failures when running migrations from scratch on a fresh database. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: remove ALTER FUNCTION for 3 non-existent functions Removed search_path pinning for create_invoice_with_items, seed_asset_categories, and update_reconciliation_session_counts — none of these functions were ever created in any migration. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: remove ALTER for generate_invoice_number (created in later migration) The function is created in migration 20260306 with search_path already set, but migration 20260304 tried to ALTER it before it existed. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * Fixed redirect issue * Update app/api/sandbox/seed/route.ts Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> * Update app/api/sandbox/seed/route.ts Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> * Update app/sandbox/page.tsx Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> * Fixed catch block issue --------- Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com> Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> |
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Jakob Wennberg
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d696e0282b |
chore: gitignore dev_docs and remove from tracking (#7)
* chore: gitignore dev_docs and remove from tracking Internal reference docs — not needed in the public repo. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: skip env validation during builds when vars are absent The build-time guard only checked for Docker placeholder sentinels but not for completely absent vars (CI/Vercel builds). This caused page collection to fail in environments without env vars. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: handle absent env vars in Supabase browser client during builds The build-time guard only checked for Docker placeholder sentinels but crashed on undefined when env vars are completely absent (CI). Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: remove core import from @/extensions/ in describe route Inline the DescriptionAnalysisInput/Result types instead of importing from the ai-categorization extension. Core code must not import from extensions directly. 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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091d043c85 |
feat: UI polish, lint fixes, onboarding redesign, help page expansion, and test improvements
Broad update across dashboard pages, components, extensions, and lib code. Includes ESLint config additions, onboarding flow redesign, settings page refactor, help page content expansion, dead code removal, and test mock fixes. Adds dev docs and public assets. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Jakob Wennberg
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f3ec634a46 |
feat: open-source under AGPL-3.0, redesign UI to grayscale palette, add uncategorize API, fix VAT account names
Add LICENSE (AGPL-3.0-or-later), CONTRIBUTING.md, SECURITY.md, DCO, and NOTICE files. Rewrite README for open-source audience with self-hosting instructions. Redesign color palette to grayscale chrome theme across all components. Add transaction uncategorize API route with tests. Fix VAT account name mismatches in migration 052. Improve import page with SIE file support and loading skeleton. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Jakob Wennberg
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29240738fa |
feat: add INK2 declaration, full archive export, AI consent gate, fix VAT declaration rutor
- Fix VAT declaration ruta mappings to match SKV 4700 form correctly (ruta 05 = total taxable sales, ruta 10/11/12 = output VAT per rate) - Add INK2 declaration report for aktiebolag with SRU export - Add full archive ZIP export for 7-year retention compliance - Add AI consent gate requiring user approval before AI extension API calls - Add DPA and privacy policy public pages - Add audit trail API routes - Update VAT registration threshold from 80k to 120k kr in onboarding - Update CLAUDE.md documentation 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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Jakob Wennberg
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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> |
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Jakob Wennberg
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4031ab680d |
fix: downgrade missing extension env vars to warning, add error boundaries and cron auth fixes
- Change missing extension env vars from throw to log.warn (graceful degradation) - Move initialized flag after all init steps complete - Add error.tsx and loading.tsx for dashboard error boundaries - Fix cron route auth header checks - Add ensureInitialized() to journal entry reverse and invoice mark-paid/sent routes Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Jakob Wennberg
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13725ffc16 |
feat: production readiness — 3-extension deploy with security hardening and observability
- Strip extensions to enable-banking, ai-categorization, ai-chat only - Remove push-notifications cron from vercel.json - Add security headers (HSTS, CSP, X-Frame-Options, Permissions-Policy) - Add /api/health endpoint for uptime monitoring - Add env var validation in ensureInitialized() - Fix SIE4 #IB opening balance records from year-end closing entry - Replace in-memory ai-chat rate limiter with Supabase-backed distributed rate limiting - Add Sentry error tracking scaffolding (@sentry/nextjs, instrumentation hook) - Add AI token usage tracking (migration 047, usage-tracker, wired into both AI extensions) - Include pending enable-banking and dashboard improvements Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Jakob Wennberg
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1a1c6ba40f |
feat: merge user-description-match into ai-categorization with AI-powered description analysis
Consolidate the standalone user-description-match extension into ai-categorization, adding an AI description analyzer that provides account/VAT suggestions alongside template matching. The describe transaction dialog now shows AI suggestions with confidence scores and supports both template-based and AI-based booking. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Jakob Wennberg
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6f4573f380 |
feat: add foreign currency support, refactor bookkeeping engine, and improve invoice inbox document classification
- Add currency-utils module for SEK conversion with exchange rates - Refactor createJournalEntry to use draft+commit flow preventing voucher number gaps (BFL 5 kap. 7§) - Add foreign currency support to invoice entries with per-line SEK conversion - Centralize category-to-account mapping into single source of truth - Refactor invoice inbox to use shared document analyzer with document type classification (receipt, supplier invoice, government letter) - Update mapping engine, supplier invoice entries, and transaction entries - Fix report component rendering issues - Add new validation schemas and tests Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Jakob Wennberg
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3f255ea201 |
refactor: consolidate AI analyzers into shared lib/ai module and add journal entry reversal columns
Extract shared vision/document analysis logic into lib/ai (vision-client, document-analyzer, image preprocessing, validation helpers), simplifying invoice-analyzer, receipt-analyzer, and document classifier. Add migration 046 for journal entry reversal/correction link columns (reversed_by_id, reverses_id, correction_of_id) required by storno service. Update extension components and shared UI. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Jakob Wennberg
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03b569d708 |
refactor: consolidate extension system to general-only with manifest-driven architecture
- 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> |
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Jakob Wennberg
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39e407644d |
feat: unified document inbox, full BAS 2026, and document-transaction matching
- Expand BAS reference from ~180 to ~1,276 accounts (full BAS Kontoplan 2026) with K2 exclusion flags, per-class data files, and computed SRU codes - Evolve invoice inbox into unified document inbox handling invoices, receipts, and government letters with AI-powered classification (Claude Haiku Vision) - Add multi-pass document-to-transaction matching engine with greedy assignment for both supplier invoices (reference/amount/date/name) and receipts (weighted amount/merchant/date scoring) - Add supplier invoice matching in transaction ingest pipeline - Inject booking template suggestions into AI extraction prompts - Surface matched documents in swipe categorization UI with one-tap booking - Auto-activate missing BAS accounts during SIE import against full reference - Add K2 filter toggle in Chart of Accounts manager - Add receipt confirmation route with BFNAR representation fields - Add database migrations for K2 support and document matching columns - Remove obsolete extension migration scripts Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Jakob Wennberg
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6956a757f3 |
feat: consolidate booking templates from 100 to 48 and improve codebase
Reduce booking template library to eliminate duplicate suggestions when users describe transactions. Templates with identical accounting treatment (same account + VAT) are merged, keywords consolidated, and the entire subscriptions group is eliminated. Also includes prior work on reports, extensions, and transaction improvements. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Emil
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2e40a707bc | Merge remote-tracking branch 'origin/main' into export-biz | ||
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Emil
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e0b66fe397 | Fixed extensions bugs | ||
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Jakob Wennberg
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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> |
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Emil
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0764bc11a6 |
feat: implement 4 export extensions with engines, API routes, and workspaces
- EU Sales List: engine, CSV/XML generators, Skatteverket format, tests - VAT Monitor: moms box mapping, revenue breakdown, validation, tests - Intrastat: product registry, SCB CSV generator, threshold tracking, tests - Currency Receivables: FX exposure, unrealized gain/loss calc, tests - Shared utilities: EU country list, moms box mapping - API routes for report generation and file downloads - Workspace UI components for all 4 extensions Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Jakob Wennberg
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6cef4e11eb | New classification logic etc | ||
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Jakob Wennberg
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4d2140bcf8 |
fix: correct engine column names, dashboard revenue calc, email config, and UX issues
- Fix buildLineInserts() using wrong DB column names (cost_center_id → cost_center, project_id → project) and add missing tax_code field - Replace transaction-based dashboard income/expense with journal-entry-based calculation using account classes (3xxx revenue, 4-7xxx expenses) - Add email/phone fields to CompanySettings type, validate RESEND_FROM_EMAIL in isResendConfigured(), remove unsafe type casts in invoice send/reminders - Always auto-fill line description from account name in JournalEntryForm - Reorder expense lines in TransactionBookingDialog so 1930 is always first row Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Jakob Wennberg
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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> |
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Jakob Wennberg
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431f385b4b | UX optimization | ||
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Jakob Wennberg
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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> |
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Emil
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ce66a21010 |
feat: add document bucket auto-creation, extension defaults, and chat widget on dashboard
Auto-create documents storage bucket on first upload. Default legacy general extensions to enabled when no toggle row exists. Add ChatWidget to dashboard root page with open-ai-chat event support and AI assistant quick action. Add ensureInitialized to supplier invoices route for event emission. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Emil
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263c229903 |
feat: add journal entry correction flow with storno rollback
Add rollback logic to storno-service correctEntry to restore ledger consistency if step 2 fails after reversal. Add correction API route at /api/bookkeeping/journal-entries/[id]/correct. Add CorrectionEntryDialog component and correction button to JournalEntryList. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Emil
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44231d0000 |
feat: add transaction booking dialog with manual journal entry
Replace CategoryExpandedDialog with TransactionBookingDialog that embeds the JournalEntryForm for full manual booking. Add /api/transactions/[id]/book endpoint. Add VAT treatment selector to CategoryExpandedDialog. Add booking buttons to TransactionHistoryList and improve TransactionInboxCard actions. Fix animation timing in transactions page state updates. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Emil
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2f953c1031 |
fix: validate account mappings and handle reverse charge in categorization
Add validation for non-empty debit/credit accounts before creating journal entries. Generate fiktiv moms lines (2645/2614) for EU reverse charge expenses. Change default unmapped expense account from 6900 to 6991. Add tests for reverse charge handling and exhaustive category mapping coverage. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Emil
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3c036059ab |
fix: improve VAT rounding and add per-line VAT display support
Fix calculateVat/calculateTotal to use proper monetary rounding. Add getVatSummaryFromItems helper for deriving VAT labels from mixed-rate items. Update invoice preview, review, and detail pages to show per-rate VAT breakdown instead of a single aggregated rate. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Emil
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7aa8c01199 | Merge remote-tracking branch 'origin/main' into fixing-extensions-bug | ||
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Jakob Wennberg
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ef5a84a5d5 |
feat: make extension system packageable via enriched ExtensionContext
Enrich ExtensionContext with supabase, emit(), settings, storage, log, and services so extensions can receive everything through dependency injection instead of importing core modules directly. - Add context factory and inject context into event handlers via registry - Move supplier invoice journal entry creation to core event handler - Add services.ingestTransactions to ExtensionContext for enable-banking - Create catch-all API route for extension-declared apiRoutes - Migrate 5 extensions to accept context with dynamic import fallbacks Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |