feat(entitlements): per-company capability paywall — gate, trial seeding, UI upsells, Stripe checkout (#815)

* feat(entitlements): capability-grant gate substrate (paywall + modularity)

Two-axis capability primitive behind the SaaS paywall and the per-tenant
modularity/marketplace vision:
- migration: capability_grants (entitlement axis, polymorphic company/firm
  scope), company_capability_config (enablement axis), metered_events
  (append-only), company_has_capability() RPC reusing the 20260619130100
  tenant guard; SELECT-only RLS (writes service-role only, no self-grant).
- lib/entitlements: hasCapability/requireCapability gate (mirrors guardSandbox,
  fail-closed, NEXT_PUBLIC_SELF_HOSTED bypass), capability key namespace,
  metering helper.
- unit (11) + pg-real tests (RPC/RLS/tenant-guard incl. no-self-grant).

Gate not yet wired into call sites (follow-up commit). Paid keys:
ai, bank_sync, skatteverket, email_send.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(entitlements): enforce capability gate at paid external-service chokepoints

Wire the gate into the paid surfaces (keys: ai, email_send, bank_sync, skatteverket):
- AI routes (agent invoke/composer/onboarding stream): requireCapability(ai)
- Invoice send (web + v1): requireCapability(email_send)
- document-extraction event handler: skip Bedrock extract if ai not entitled
- enable-banking + skatteverket crons: per-company hasCapability skip in loop
- colocated send-route test mocks updated (requireCapability -> null)

Free per founder decision: TIC org lookup, VIES VAT validation, FX auto-fetch,
cloud backup, BankID login, all internal bookkeeping.

DEPLOY ORDER: fail-closed by design — do NOT deploy before trial/comp grant
seeding lands, or companies without grants lose these features. Seeding +
Stripe checkout/webhook are the next steps.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(entitlements): seed trial + comp capability grants

Makes the fail-closed gate safely deployable — nobody is locked out at cutover:
- AFTER INSERT trigger on companies grants every NEW company a 30-day trial on
  the PAID keys (ai, bank_sync, skatteverket, email_send), on ALL creation paths
  (RPC/MCP/direct) — so a new signup can use onboarding AI immediately.
- one-time backfill for EXISTING companies: created <=2026-06-07 -> trial ends
  2026-07-07; created later -> created_at + 30 days.
- permanent comp grants for Arcim/Mattsson (matched by name, no hardcoded UUIDs).
- pg tests: clearGrants() for controlled resolver tests + trigger coverage.

Trigger fn is SECURITY DEFINER so it writes grants regardless of caller RLS
(table has no INSERT policy for authenticated — no self-grant).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(entitlements): client capability visibility + billing page

Non-payers get a clean upsell instead of broken/empty features:
- CompanyContext gains capabilities[] + useCapability(key); resolved once
  server-side in the dashboard layout via getCompanyCapabilities (batched, 2
  queries), all three provider branches wired.
- /settings/billing upgrade page — the destination upsells point to (Stripe
  Payment Link via NEXT_PUBLIC_STRIPE_PAYMENT_LINK; degrades to 'coming soon'
  until automated checkout lands).
- ChatEmptyState: non-payer sees an Uppgradera CTA (mirrors the sandbox state).
- SendInvoiceDialog: email send disabled + upsell note when email_send missing
  (extends the existing sandbox-disable pattern).

Fast-follow: chat input/FAB + document-inbox empty state + bank/skatteverket/
AI-suggest buttons + a shared capability_blocked->toast backstop.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(entitlements): gate remaining paid UI surfaces with upsell (fast-follow)

disable-with-upsell across the rest of the paid surfaces (keys: bank_sync, skatteverket, ai):
- BankSyncNowButton: sync/reconnect disabled + note when !bank_sync (CSV/SIE stays free)
- AGIPanel: AGI submit-to-Skatteverket disabled + note when !skatteverket
- SkatteverketConnectPanel: BankID connect/reconnect disabled + upsell
- ApprovalCard: AI re-propose (correction) gated; manual approve/reject stay free
- InvoiceInboxWorkspace: upsell when extraction empty AND !ai (deterministic parse + manual entry unaffected)
- AgentTrigger FAB: routes to /settings/billing when !ai (no dead chat)
- settings nav: 'Abonnemang'/'Subscription' link to /settings/billing (sv/en)

TaxPaymentPanel + TransactionInboxCard intentionally untouched — only local/
deterministic actions there, nothing paid+external to gate.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(entitlements): automated Stripe subscription checkout + webhook

Self-serve revenue wired to the same capability-grant primitive:
- migration: company_subscriptions (company<->Stripe link/status) + stripe_webhook_events (idempotency)
- lib/stripe: getStripe singleton, plan->price mapping, subscription-sync (statusGrantsAccess / subscriptionToState / applySubscriptionState / handleStripeEvent). Active sub -> upsert source='stripe' grants for PAID keys (expiry = period_end + 3d grace); canceled/unpaid -> remove ONLY stripe grants (freeze-and-retain).
- routes: POST /api/billing/checkout (hosted subscription Checkout, company_id metadata), POST /api/billing/portal (Customer Portal), POST /api/stripe/webhook (raw-body signature verify, event-id dedup; handles checkout.session.completed + customer.subscription.*)
- billing page: real plan-toggle Checkout CTA / manage-subscription portal, gated on isStripeConfigured()
- adds stripe@22; unit tests for sync logic

Provisioning is webhook-driven (never trusts the success redirect). Needs env: STRIPE_SECRET_KEY, STRIPE_WEBHOOK_SECRET, STRIPE_PRICE_MONTHLY, STRIPE_PRICE_YEARLY.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(entitlements): validate UUIDs in capability filter + log webhook errors

Addresses PR review (Superagent Security / PR Agent):
- has-capability.ts: validate companyId/teamId as UUIDs before interpolating into the PostgREST .or() filter (fail-closed) — removes the latent injection vector flagged in the entitlement gate. Unit tests updated to use UUIDs.
- stripe/webhook: log processing failures with event id + type before the generic 500, so a failing webhook is visible to operators.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(salary): always-free AGI XML download for manual filing; only direct API submit is paid

Per founder decision on the swedish-compliance-review finding: AGI is a mandatory statutory filing, so producing/downloading the AGI XML must never be paywalled. Adds a free 'Ladda ner AGI-fil' button (generates + downloads the XML for manual upload to Skatteverket's e-service) on all tiers; the gated 'Skicka in underlag' stays the paid convenience (direct API submission — which also requires the paid BankID connection). Upsell reworded to point to the manual path.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(entitlements): harden comp-grant match after prod verification

Verified Arcim/Mattsson in prod (pwxtzglxptnnvjrpixpg): the name match was case-sensitive (missed the active 'Arcim technology AB' lowercase variant) and would have granted 3 archived dupes. Now match by org_number (5595386219 / 5595719864) OR case-insensitive name, active companies only — hits exactly the 3 active comp companies, excludes archived dupes and the unrelated 'Amnäs Mattsson, Emil' enskild firma.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
This commit is contained in:
Jakob Wennberg
2026-06-29 15:56:19 +02:00
committed by GitHub
co-authored by Claude Opus 4.8
parent fce6faff2c
commit 4f0a7b1db0
42 changed files with 1954 additions and 36 deletions
@@ -32,10 +32,13 @@ import {
Circle,
X,
ChevronDown,
Sparkles,
} from 'lucide-react'
import Link from 'next/link'
import { cn, formatCurrency } from '@/lib/utils'
import { createClient } from '@/lib/supabase/client'
import { useCapability } from '@/contexts/CompanyContext'
import { CAPABILITY } from '@/lib/entitlements/keys'
import type { WorkspaceComponentProps } from '@/lib/extensions/workspace-registry'
import type { InvoiceExtractionResult } from '@/types'
import BookDirectlyDialog from '@/components/extensions/general/BookDirectlyDialog'
@@ -105,6 +108,24 @@ function pickSupplierName(item: InboxItem): string | null {
return item.extracted_data?.supplier?.name ?? null
}
// True when extraction produced at least one usable field. Distinguishes a
// deterministically-parsed underlag (fields present — render the editable
// list) from an item whose extracted_data is null/empty (AI never ran, or ran
// and found nothing). Currency is ignored because emptyExtraction() seeds it
// to 'SEK', so it is never a sign that extraction actually happened.
function hasAnyExtractedField(data: InvoiceExtractionResult | null): boolean {
if (!data) return false
const s = data.supplier
const inv = data.invoice
const t = data.totals
return Boolean(
s?.name || s?.orgNumber || s?.vatNumber || s?.bankgiro || s?.plusgiro ||
inv?.invoiceNumber || inv?.invoiceDate || inv?.dueDate || inv?.paymentReference ||
t?.subtotal != null || t?.vatAmount != null || t?.total != null ||
(data.lineItems?.length ?? 0) > 0 || (data.vatBreakdown?.length ?? 0) > 0
)
}
// Lifecycle stage of an inbox item. Single source of truth shared by the list
// filter, the count pills, and the row icons so they never drift apart.
//
@@ -1427,6 +1448,7 @@ function FieldsRail({
onRetryRequested: () => Promise<void>
}) {
const { toast } = useToast()
const hasAi = useCapability(CAPABILITY.ai)
const data = item.extracted_data
const isProcessed = !!item.created_supplier_invoice_id
const isBookedDirectly = !isProcessed && !!item.created_journal_entry_id
@@ -1557,6 +1579,24 @@ function FieldsRail({
<Skeleton key={i} className="h-8 w-full" />
))}
</div>
) : !hasAnyExtractedField(data) && !hasAi ? (
// No fields were extracted (AI never ran) and the company doesn't have
// the AI capability. Show an upsell in place of the blank field list —
// upload and manual entry stay available via the actions below.
<div className="rounded-lg border border-border bg-secondary/40 px-4 py-3 text-left">
<div className="flex items-center gap-2 text-sm font-medium">
<Sparkles className="h-4 w-4" />
AI-tolkning ingår i abonnemanget
</div>
<p className="text-xs text-muted-foreground mt-1.5 leading-relaxed">
Uppgradera för att låta accounted läsa av leverantör, belopp och
moms automatiskt. Du kan fortfarande fylla i fälten manuellt eller
koppla dokumentet till en transaktion nedan.
</p>
<Button size="sm" className="mt-3" asChild>
<Link href="/settings/billing">Uppgradera</Link>
</Button>
</div>
) : (
<EditableFieldsList
itemId={item.id}