Fix/skv connection flow (#1015)
* feat(salary): one-click AGI submission with filing state machine and success feedback The AGI panel required users to know that "Ladda ner AGI-fil" was the generate step, then click submit, signing link, and kvittens manually. A nollkorning filing stalled on "AGI-XML saknas" pointing at a UI path that does not exist. - New primary button "Lamna in till Skatteverket" chains the existing endpoints client-side: generate XML if missing, POST underlag, poll kontrollresultat, create signing link, open Mina Sidor in a tab opened synchronously at click (popup-blocker safe). Inline stepper shows each step; the four old buttons become collapsed advanced/recovery actions, auto-expanded in stale-draft and rejected states. XML download stays visible and free for manual filing. - deriveAgiFilingState() + useAgiSubmission() lift the per-period submission record to the run page: the progress rail and salary hero now render the real state machine (generated, underlag inskickat, vantar pa BankID-signatur, inlamnad med kvittensnummer) instead of telling users to "lamna in" an already-submitted declaration. - Success card with kvittensnummer and signature metadata once signed, plus a toast when a poll flips the state while the page is open. - AGI kvittens cron every 15 min instead of every 2 h so filings signed on another device get stamped and emailed promptly. - Advanced submit also auto-generates, and the stale "Lon -> AGI -> Generera" error text now points at the real buttons. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(enable-banking): instant OAuth callback feedback and dead-attempt cleanup The bank redirect landed on a blank page for the several seconds the callback spent exchanging the PSD2 session and mirroring accounts, and every failed connect attempt left a status='error' row that rendered forever as an "Atgard kravs" card next to a successful retry, showing duplicate connections to the same bank. - Stream a branded "Slutfor bankanslutningen" progress page from the callback: the shell flushes before the session exchange starts and a script/meta redirect follows when the work completes, with a 30s slow-work escape hatch. Fast outcomes (denial, bad params, unknown state) keep their plain redirects. - Delete never-activated connection rows (no session_id, no accounts_data) on denial or exchange failure, and sweep leftovers for the same bank on the next connect. Established connections keep their "Atgard krävs" card via the accounts_data guard; FKs are ON DELETE SET NULL so deletion has no dependents. - Show "Banken ar ansluten: hamtar dina konton" while the settings panel loads after the callback instead of an anonymous spinner. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(invoices): reject re-send of issued invoices and gate bookkeeping on the sent flip A direct POST to /api/invoices/[id]/send against an already-issued invoice re-emailed the customer and posted a second revenue verifikat (createInvoiceJournalEntry has no dedup), overwriting journal_entry_id and orphaning the first entry. Only the UI hid the button; the v1 route and the MCP commit executor already rejected non-drafts. - Non-draft invoices now return 409 INVOICE_ALREADY_SENT. - The draft to sent status flip is an optimistic lock (status guard plus row-count check); journal entry, accrual schedules, PDF archival and the invoice.sent event only run for the request that won the flip. - On a flip failure the journal entry is deferred: the row stays draft and a retry re-runs the pipeline, ending with exactly one verifikat. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(invoices): payment links, failure visibility and sandbox guard for recurring auto-send - sendInvoiceFromSchedule now auto-creates an online payment link via applyPaymentLinkToInvoice before rendering and passes the payment link QR to the PDF: parity with the dashboard and v1 send routes, which recurring invoices silently lacked. - The recurring cron persists last_run_warning both when a claimed run throws (hourly retries stay visible on the schedule) and when a stale schedule is rolled forward, so a deterministic failure can no longer skip a month silently. - Auto-send is blocked for sandbox companies at the email chokepoint (freeze-and-retain: the invoice is still generated as a draft), covering both the cron and the run-now route with one guard. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(salary): close the Fortnox payroll API gaps (phases 1-4) Payroll now runs end-to-end through the open API, including onboarding a client from another payroll system, with every write staged for approval. - v1: per-employee payslips (list/detail/PDF), payslip line writes, run roster attach/remove, absence ranges (per-day storage), jamkning fields, cutover opening balances (single + atomic bulk PUT), vacation balance + vacation-year-close. PUT added to the wrapper's idempotency/ test-key set (test keys could otherwise write through PUT). - MCP: 10 new tools (get_employee/get_payslip/list_absence/ get_vacation_balance reads + staged update_payslip_line, register_absence, create_employee, update_employee, set_employee_opening_balances, close_vacation_year), executors, risk tiers, op-type CHECK expansions. create_employee encrypts personnummer at staging: pending_operations never holds plaintext. - Scope-map audit retrofit: 11 formerly unmapped tools now scoped; BREAKING for keys that relied on the 4 default-allow writes. - Cutover: employee_opening_balances (derived lock trigger, self-unlocks on run correction), engine YTD/karens/liability integration, Ingaende saldon section in the employee editor. - Arbetsschema-lite: employees.hours_per_week/workdays_per_week drive the hourly/daily divisors; legacy 173/21 preserved exactly at defaults so existing pay math is byte-identical. - Vacation ledger + semesterberedning/arsavslut: recomputed per-year day balances (synced on book/correct, non-fatal), year-close with the min-20 floor, 5-year sparade-dagar expiry to forced payout, and a 2920/2940 drift adjustment via the bookkeeping engine; Semester dashboard card with preview-then-confirm dialog. - Fix: Zod 4 defaults leak through .partial(), which made every sparse employee PATCH fail validation and reset defaulted columns. Migrations 20260713100000/101000/110000/121000/122000 (applied to staging with version rows; prod via merge). vacation_ledger renamed from 20260713120000 to avoid colliding with vat_declaration_totals_rpc. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * perf: cut dashboard page-load latency (region, round trips, caching, VAT RPC) The dominant cost was infrastructure: Vercel functions ran in iad1 (Washington D.C.) while Supabase (DB + auth) lives in eu-north-1 (Stockholm), so every request paid 4-5 transatlantic round trips of auth + company resolution before doing any real work (measured 530-1900ms for single-query GETs in prod logs). Pin functions to arn1 and cut the redundant work on top: - vercel.json: functions to arn1, same city as the database - getActiveCompanyId: preference + first-membership queries run in parallel; the fallback result doubles as validation in the common single-company case (one round trip instead of two sequential) - withRouteContext: Server-Timing header and authMs/companyMs/handlerMs in the op-completed log, so latency is attributable per phase - dashboard layout: nav badge counts off the critical path; DashboardNav loads them client-side via the new use-worklist-badges SWR hook with debounced realtime revalidation - swr (new dependency, approved): global provider; useCompanySettings shares one cache entry across consumers and renders from cache on back-navigation instead of re-showing skeletons - /pending: realtime refetch debounced; bulk operations previously fired 4 requests per row-change event - VAT declaration: new get_vat_declaration_totals RPC returns per-account totals, settlement-shape detection (#984) and source_type counts in ONE round trip instead of paging every entry+line through PostgREST. Account lists stay TS-side parameters so ACCOUNT_RUTA remains the single source of truth. Shape-exclusion coverage moved to tests/pg/vat-declaration-totals-rpc.pg.test.ts; DDL already applied to staging. - bundle: CommandPalette lazy-mounts on first Ctrl/Cmd+K, AgentChat dynamic-imports the markdown parser, @vercel/speed-insights (new dependency, approved) added for real-user timings The /salary fetch-waterfall fix from the same effort already landed inside 2084a756. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(invoices): settle öre-rounded payments from the mark-paid flow An invoice with öresavrundning shows a rounded "Att betala" on the PDF; the customer pays that amount (up to 50 öre off the stored öre total) and the invoice-page mark-paid flow rejected it with MATCH_AMOUNT_EXCEEDS_REMAINING: a dead end, while the bank-transaction match flow already absorbed the residual to 3740. - PaymentBookingDialog now proposes the rounded bank leg plus the 3740 residual line (credit when rounded up, debit when rounded down), resolved via getDisplayTotal from the per-invoice override and company_settings.ore_rounding. - settleInvoicePayment and the v1 mark-paid route absorb the sub-krona residual, gated by planInvoicePaymentForLines: absorption applies ONLY when the caller lines carry the exact residual on 3740; otherwise the strict plan applies (sub-krona partials stay partial, no-3740 overshoots keep the 400), so the GL can never diverge from the AR sub-ledger. - planInvoicePayment absorb-band boundary tightened to >= 1 kr: an exactly-1-kr overshoot used to slip past both the guard and the absorb branch and silently over-record paid_amount (pre-existing on the bank-match path). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(security): resolve all 7 PR compliance findings - ASVS V3.3: per-request CSP nonce on the enable-banking finalize page (mirrors the mcp-oauth consent page); inline scripts are nonce-bound - ASVS V16: decouple callback finalize work from the response stream (eager promise + next/server after()) so a client disconnect cannot drop session persistence or the consent_granted audit emit - ISO 27001 A.8.15: failed audit-event emits log through the structured logger with a stable message for log-based alerting - ASVS V2.3: recurring-invoice cron and run-now routes resolve isSandboxCompany themselves and pass an explicit suppressAutoSend flag (defence in depth around the email chokepoint, freeze-and-retain kept) - ISO 27001 A.8.11: stagePendingOperation rejects plaintext personnummer-bearing keys in params/preview_data (key-based guard; EF org numbers make value-matching unsafe) - ASVS V4.5: employee PATCH body is truly sparse; cleared number fields are omitted instead of resetting DB values to hardcoded fallbacks - ASVS V8.2.1: route-level tests pin the v1 cross-company deny (404 by convention, not 403) on the payslip PDF endpoint Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat: implement vacation-year basis change validation and error handling - Added tests to block vacation-year basis changes when open balances exist. - Implemented error handling for open-balances guard query failures in the settings route. - Enhanced absence route to reject reversed date ranges with a validation error. - Updated absence handling to use atomic upserts instead of delete+insert for better performance and reliability. - Refactored salary calculation logic to correctly handle age-based avgifter rates according to Skatteverket's rules. - Improved error messaging for vacation year closure adjustments. - Adjusted employee opening balances handling to preserve audit information during upserts. * feat(settings): add validation to block vacation-year basis change with open balances feat(absence): reject reversed date ranges in absence queries fix(absence): update absence handling to use atomic upserts instead of delete+insert fix(employee): improve validation for jamkning dates in employee updates fix(opening-balances): ensure created_by field is preserved during upserts test(absence): enhance tests for absence range and date validations test(calculation): add tests for age-based avgifter rates and edge cases test(semesterberedning): validate vacation year closure adjustments and error handling test(employee-opening-balances): update tests to reflect changes in salary_run_employees schema * fix(migrations): implement NOT VALID constraints for pending_operations and add validation migration --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
This commit is contained in:
Mattsson
co-authored by
Claude Fable 5
Claude Fable 5
parent
e7e3c35f9e
commit
b6332e9ff4
@@ -61,6 +61,7 @@ import AgentAvatar from '@/components/agent/AgentAvatar'
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import { useAgentSheet } from '@/components/agent/AgentSheetProvider'
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import { useCompany } from '@/contexts/CompanyContext'
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import { useRealtimeSupabase } from '@/lib/hooks/use-realtime-supabase'
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import { useWorklistBadges } from '@/lib/hooks/use-worklist-badges'
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import { EXTENSION_REQUIRED_CAPABILITY, type CapabilityKey } from '@/lib/entitlements/keys'
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import type { EntityType } from '@/types'
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@@ -83,8 +84,6 @@ interface DashboardNavProps {
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// switched on. Drives visibility of the Kostnadsställen & projekt row:
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// same mechanism as paysSalaries: fetched by the dashboard layout.
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dimensionsEnabled?: boolean
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uncategorizedTransactionCount?: number
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pendingOperationsCount?: number
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isSandbox?: boolean
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extensionNavItems?: ExtensionNavItem[]
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// Signed-in user's full name + email: drives the bottom-left account
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@@ -247,7 +246,7 @@ function accountInitial(name: string | null, email: string | null): string {
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return '?'
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}
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export default function DashboardNav({ companyName: _companyName, entityType, paysSalaries = false, dimensionsEnabled = false, uncategorizedTransactionCount = 0, pendingOperationsCount = 0, isSandbox = false, extensionNavItems = [], userName = null, userEmail = null }: DashboardNavProps) {
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export default function DashboardNav({ companyName: _companyName, entityType, paysSalaries = false, dimensionsEnabled = false, isSandbox = false, extensionNavItems = [], userName = null, userEmail = null }: DashboardNavProps) {
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const pathname = usePathname()
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const router = useRouter()
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const supabase = useRealtimeSupabase()
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@@ -261,17 +260,25 @@ export default function DashboardNav({ companyName: _companyName, entityType, pa
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const [isMobileMenuOpen, setIsMobileMenuOpen] = useState(false)
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const [isClosing, setIsClosing] = useState(false)
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const closeTimerRef = useRef<ReturnType<typeof setTimeout> | null>(null)
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const [liveUncategorizedTransactionCount, setLiveUncategorizedTransactionCount] = useState(
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uncategorizedTransactionCount,
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)
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const refreshInFlightRef = useRef(false)
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const refreshQueuedRef = useRef(false)
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// Badge counts load client-side after mount (and revalidate via the
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// realtime subscriptions below). They used to arrive as server props, which
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// put two head-count queries on the critical path of every dashboard
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// navigation for numbers nobody needs before first paint.
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const {
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uncategorized: uncategorizedCount,
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pendingOperations: pendingOpsCount,
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refresh: refreshBadges,
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} = useWorklistBadges(company?.id)
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// Trial countdown for the sidebar touchpoint. Computed in an effect (not
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// during render) so server and client markup agree at hydration; an hourly
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// tick keeps a long-lived tab from showing yesterday's count.
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// tick keeps a long-lived tab from showing yesterday's count. The sync
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// setState is that hydration strategy, not derived-state-in-effect (the
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// lint only started analyzing this component once the badge-refresh loop
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// that made the compiler bail was removed).
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const [trialDaysLeft, setTrialDaysLeft] = useState<number | null>(null)
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useEffect(() => {
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if (!trialEndsAt) {
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// eslint-disable-next-line react-hooks/set-state-in-effect
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setTrialDaysLeft(null)
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return
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}
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@@ -364,43 +371,17 @@ export default function DashboardNav({ companyName: _companyName, entityType, pa
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useEffect(() => {
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if (!company?.id) return
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let cancelled = false
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const refreshUncategorizedCount = async () => {
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if (!company?.id || cancelled) return
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if (refreshInFlightRef.current) {
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refreshQueuedRef.current = true
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return
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}
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refreshInFlightRef.current = true
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try {
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do {
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refreshQueuedRef.current = false
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const { count, error } = await supabase
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.from('transactions')
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.select('id', { count: 'exact', head: true })
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.eq('company_id', company.id)
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.is('is_business', null)
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.eq('is_ignored', false)
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if (error) {
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console.error('Failed to refresh uncategorized transaction count:', error)
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break
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}
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setLiveUncategorizedTransactionCount(count ?? 0)
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} while (refreshQueuedRef.current && !cancelled)
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} finally {
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refreshInFlightRef.current = false
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refreshQueuedRef.current = false
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}
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// Realtime keeps the badges live; a trailing debounce collapses event
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// bursts (bulk booking / bulk approvals emit one event per row) into a
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// single SWR revalidation instead of a request stampede.
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let debounce: ReturnType<typeof setTimeout> | null = null
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const queueRefresh = () => {
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if (debounce) clearTimeout(debounce)
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debounce = setTimeout(() => void refreshBadges(), 400)
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}
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void refreshUncategorizedCount()
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const channel = supabase
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.channel(`dashboard-nav:transactions:${company.id}`)
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.channel(`dashboard-nav:badges:${company.id}`)
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.on(
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'postgres_changes',
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{
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@@ -409,17 +390,25 @@ export default function DashboardNav({ companyName: _companyName, entityType, pa
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table: 'transactions',
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filter: `company_id=eq.${company.id}`,
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},
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() => {
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void refreshUncategorizedCount()
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queueRefresh,
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)
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.on(
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'postgres_changes',
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{
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event: '*',
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schema: 'public',
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table: 'pending_operations',
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filter: `company_id=eq.${company.id}`,
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},
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queueRefresh,
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)
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.subscribe()
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return () => {
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cancelled = true
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if (debounce) clearTimeout(debounce)
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void supabase.removeChannel(channel)
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}
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}, [company?.id, supabase])
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}, [company?.id, supabase, refreshBadges])
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const hiddenNavHrefs = new Set(getBranding().hiddenNavHrefs)
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@@ -607,10 +596,10 @@ export default function DashboardNav({ companyName: _companyName, entityType, pa
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const active = isActive(item.href)
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const enabled = isItemEnabled(item.href) && !item.comingSoon
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const badge =
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item.href === '/transactions' && liveUncategorizedTransactionCount > 0
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? liveUncategorizedTransactionCount
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: item.href === '/pending' && pendingOperationsCount > 0
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? pendingOperationsCount
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item.href === '/transactions' && uncategorizedCount > 0
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? uncategorizedCount
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: item.href === '/pending' && pendingOpsCount > 0
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? pendingOpsCount
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: null
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const decorBadge = renderBadge(item, 'sidebar')
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const content = (
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@@ -820,8 +809,8 @@ export default function DashboardNav({ companyName: _companyName, entityType, pa
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{mobileNavItems.map((item) => {
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const active = isActive(item.href)
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const enabled = isItemEnabled(item.href)
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const badge = item.href === '/transactions' && liveUncategorizedTransactionCount > 0
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? liveUncategorizedTransactionCount
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const badge = item.href === '/transactions' && uncategorizedCount > 0
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? uncategorizedCount
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: null
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const content = (
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@@ -977,10 +966,10 @@ export default function DashboardNav({ companyName: _companyName, entityType, pa
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const Icon = item.icon
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const active = isActive(item.href)
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const enabled = isItemEnabled(item.href) && !item.comingSoon
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const badge = item.href === '/transactions' && liveUncategorizedTransactionCount > 0
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? liveUncategorizedTransactionCount
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: item.href === '/pending' && pendingOperationsCount > 0
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? pendingOperationsCount
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const badge = item.href === '/transactions' && uncategorizedCount > 0
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? uncategorizedCount
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: item.href === '/pending' && pendingOpsCount > 0
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? pendingOpsCount
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: null
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const decorBadge = renderBadge(item, 'mobile')
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const content = (
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