feat(transactions): underlag status badges + attach dialog; auto-expire stale pending ops (#712)

* feat(transactions): per-row underlag status + attach-document dialog

- New "Matcha mot underlag" dialog on /transactions (inbox pick or fresh
  upload), the tx→doc mirror of the Documents view's matcher
- Per-row Underlag/Underlag saknas badges on booked history rows, driven
  by computeJeUnderlagStatus — same posted-only, exemption-aware scope as
  the worklist count so badge and count never disagree
- attach-document route + commit dispatcher now propagate the doc onto
  the verifikation when the tx is already booked (BFL 5 kap 6 §), with a
  409 guard for docs consumed by a different verifikation, idempotent
  re-attach (no same-value rewrite under period lock), and an honest 409
  when the period-lock trigger blocks the propagation
- Booking-dialog doc links also pin the doc to the transaction row
  (first linked doc wins) via the link route's new transaction_id param

messages/{sv,en}.json also carries the strings for the pending-ops
expiry UI that lands in the next commit.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(pending-operations): auto-expire stale staged operations after 30 days

- New daily cron (02:30 UTC, vercel.json + both docker crontabs) flips
  >30-day-old pending ops to rejected with the dispatcher's
  { auto_rejected: true, reason: 'expired' } result_data shape — rows are
  never deleted, the table is the audit trail
- /pending renders an "Utgick automatiskt" badge + detail line for these,
  orders terminal tabs by resolved_at so a fresh expiry sweep isn't
  buried, and adds a first-time-reviewer explainer
- Origin labels spell out where a proposal came from (AI chat, MCP key,
  API, cron) instead of the raw actor_label
- agent_chat actor type added to PendingOperationActorType/AuditLogEntry
  (DB CHECK already widened in 20260519090000) and to the agent filter
- ApprovalCard notes that ignoring a proposal is safe

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* docs(mcp): surface the client telemetry marker in connect instructions

Tag the connector URLs shown in ApiKeysPanel, the connect-claude doc and
the gnubok-mcp README with ?client=<surface> (claude-connector /
claude-code) and GNUBOK_CLIENT=claude-desktop for the npm bridge.
Telemetry-only — the server already reads the param/header; this just
lets us measure which Claude surface connected.

The claude mcp add copy blocks quote the URL: an unquoted ? in the query
string trips zsh globbing ("no matches found").

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* review: fix stale-closure badge flip + zod-validate link route body (PR #712)

- handleDocumentAttached read journal_entry_id off the render-time
  transactions snapshot; if the list changed while the attach dialog was
  open the optimistic badge flip was silently skipped. Read it off the
  dialog's own subject (attachDocTx) instead.
- POST /api/documents/[id]/link now validates the body against the new
  LinkDocumentSchema (uuid-strict, all four fields) instead of a bare
  presence check on journal_entry_id — same canonical VALIDATION_ERROR
  envelope. Test fixtures switched to real UUIDs accordingly.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
This commit is contained in:
Jakob Wennberg
2026-06-11 11:13:51 +02:00
committed by GitHub
co-authored by Claude Fable 5
parent e978136210
commit 0521c385d2
29 changed files with 1457 additions and 104 deletions
+4 -2
View File
@@ -17,8 +17,9 @@ Best for most users. No API key to manage — you authorise Accounted the same w
1. In **claude.ai** (Settings → Connectors) or **Claude Desktop** (Settings → Connectors → Add custom connector), choose **Add custom connector**.
2. Paste the connector URL:
\`\`\`
https://app.gnubok.se/api/extensions/ext/mcp-server/mcp
https://app.gnubok.se/api/extensions/ext/mcp-server/mcp?client=claude-connector
\`\`\`
_(The "?client=claude-connector" suffix is telemetry-only — it lets Accounted see you connected via claude.ai/Desktop. It changes nothing about behaviour or scopes; drop the query string if you prefer.)_
3. Claude opens the Accounted OAuth 2.1 consent screen. Sign in and pick the company you want Claude to act on.
4. On the consent screen you grant **read-only scopes by default** (list invoices, read reports, compute VAT). Write scopes (create invoice, categorise, book vouchers, run year-end) are **listed separately and must be ticked explicitly** — leave them unchecked for a read-only review session.
5. Approve. Claude now lists the Accounted tools and you can start asking questions.
@@ -38,7 +39,8 @@ Best for Claude Desktop on a machine where you'd rather use a long-lived API key
"command": "npx",
"args": ["gnubok-mcp"],
"env": {
"GNUBOK_API_KEY": "gnubok_sk_test_..."
"GNUBOK_API_KEY": "gnubok_sk_test_...",
"GNUBOK_CLIENT": "claude-desktop"
}
}
}