Bug/open banking flow (#854)

* fix(enable-banking): pin Mobile BankID (decoupled) auth_method so Handelsbanken corporate connects

We never sent auth_method to Enable Banking, so it fell back to the ASPSP's
visible default — REDIRECT for Handelsbanken. For Handelsbanken *corporate*
PSUs the redirect flow does not support Mobile BankID, so authorization failed
right after the user approved in the BankID app. Mobile BankID at Handelsbanken
is a DECOUPLED method flagged hidden_method=true, which Enable Banking only uses
when requested explicitly.

Resolve the bank's preferred auth method before /auth: query the ASPSP's
auth_methods and pick the DECOUPLED (Mobile BankID) method when present,
otherwise leave auth_method unset so banks that already work are untouched.
The method name is read dynamically per psu_type, so it is robust across
sandbox/production naming.

- api-client: add approach/hidden_method to AuthMethod, fix ASPSP.auth_methods
  field name (was available_auth_methods, never populated), add
  getPreferredAuthMethod(), thread optional authMethod through startAuthorization
- index: resolve authMethod in /connect and pass it on both fresh + reconnect
- tests: cover method selection and request-body shaping

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

* refactor(invoice-inbox): clean up bulk-selection toolbar UI

Redesign the selection toolbar shown when inbox items are checked:
one solid primary "Bokför valda" button with outlined secondary
actions ("Fråga assistenten", "Ta bort") and a plain selection
count. Removes the redundant "Avmarkera" button (users uncheck the
still-visible box), fixes label clipping, and gives the toolbar more
breathing room.

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

* chore(entitlements): bypass paywall in local development

Add isPaywallBypassed() so all gated capabilities are testable locally
without a subscription. Fires only on NODE_ENV=development (npm run dev)
or an explicit DISABLE_PAYWALL=true escape hatch — production builds run
under NODE_ENV=production and the entitlement suite runs under 'test',
so both keep exercising the real gate.

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

* fix(tic): resolve enskild firma bolagsuppgifter via 12-digit personnummer

TIC's Lens search is fuzzy and only resolves an enskild firma from the 12-digit (century-prefixed) personnummer; a 10-digit form fuzzy-matched an unrelated entity. Expand personnummer to 12 digits before querying and reject hits whose registration number is unrelated to the request. Add a "Hämta" action to the settings Bolagsuppgifter panel to (re)fetch on demand.

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

* feat(transactions): implement categorize core for bank transaction categorization

- Added `categorize-core.ts` to handle categorization of bank transactions, supporting single and bulk operations.
- Introduced `categorizeMatchedTransaction` and `bulkBookMatchedInboxItems` functions for transaction processing.
- Implemented fiscal period validation and duplicate booking detection.
- Enhanced logging and error handling for transaction categorization.

feat(scripts): add diagnostic script for Handelsbanken ASPSP metadata

- Created `check-handelsbanken-aspsp.mjs` to fetch and display available authentication methods for Handelsbanken.
- Outputs metadata for business and personal PSU types, including default authentication methods.

fix(migrations): increase statement timeout for SIE bulk delete operations

- Updated `20260629160000_sie_bulk_delete_statement_timeout.sql` to set a longer statement timeout for bulk delete RPCs to prevent cancellations during large imports.

feat(migrations): add bulk book inbox items to pending operations

- Expanded `pending_operations` table to include `bulk_book_inbox_items` operation type in `20260630120000_pending_operations_add_bulk_book_inbox_items.sql`.
- Supports bulk booking of matched inbox items against bank transactions.

test(pg): add tests for replace_period_opening_balance_link RPC

- Implemented tests in `replace-period-opening-balance-link.pg.test.ts` to validate the functionality of the opening-balance correction flow.
- Ensured immutability of opening balance links and proper handling of posted vs. non-posted entries.

* fix(sie-export): update journal entries and lines handling in SIE export tests

* fix(migrations): resolve version collision on 20260629160000

The SIE bulk-delete statement_timeout migration shared version
20260629160000 with journal_entries_list_series_filter (merged from
main via #798/#823), causing a schema_migrations_pkey duplicate key
error on apply. Rename the branch's migration to 20260629160100.

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

* fix(compliance): resolve compliance-swarm + review findings

- opening-balance/correct: compensating rollback for the non-atomic
  storno+rebook so a mid-sequence failure never leaves two posted OB
  entries (ASVS V2.3); durable audit event on every failure path
  (V16); reference the original verifikationsnummer in the corrected
  entry per BFL 5 kap 5§; document that requireWrite already enforces
  write-role + membership (V8.2.1 was a false positive)
- reports sources routes: validate the cursor date component as ISO
  (/^\d{4}-\d{2}-\d{2}$/) before use, 400 on malformed (ASVS V1.2),
  applied to both the VAT-declaration and trial-balance routes
- AgentSessionList: await the rename PATCH, revert the optimistic
  title and toast on failure (ASVS V4.5)
- bank booking: exclude same-batch siblings from the booking-time
  duplicate guard so bulk-booking distinct same-(date,amount)
  transactions no longer false-positives; pre-existing duplicate
  detection is preserved
- BulkBookInboxDialog: drop the unsafe currency-based reverse_charge
  default, add an omvänd skattskyldighet advisory, and type VAT
  options to the backend VatTreatment union
- OpeningBalanceRowEditor: hold onChange in a ref (synced in effect,
  not during render) so an unstable callback can't cause a render loop

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:
Mattsson
2026-07-01 18:13:00 +02:00
committed by GitHub
co-authored by Claude Opus 4.8
parent 2da9c71eb3
commit f63d3e3100
83 changed files with 6769 additions and 1360 deletions
@@ -18,6 +18,8 @@ import {
isSessionExpiredResponse,
SessionExpiredError,
getAllTransactionsWithRaw,
getPreferredAuthMethod,
startAuthorization,
} from '../lib/api-client'
import { enableBankingExtension } from '../index'
import { syncAccountTransactions } from '../lib/sync'
@@ -369,3 +371,86 @@ describe('POST /connect (enable-banking) — psu_type persistence', () => {
expect(insertSpy.mock.calls[0][0]).toMatchObject({ psu_type: 'personal' })
})
})
describe('auth_method selection (Handelsbanken Mobile BankID)', () => {
afterEach(() => {
vi.unstubAllGlobals()
})
function stubAspsps(aspsps: unknown[]) {
vi.stubGlobal(
'fetch',
vi.fn(async () => ({
ok: true,
status: 200,
statusText: 'OK',
json: async () => ({ aspsps }),
text: async () => '',
}))
)
}
it('picks the DECOUPLED (Mobile BankID) method when the bank exposes one', async () => {
// Handelsbanken's real shape: BankID is decoupled + hidden, Redirect is the
// visible default. We must pin BankID or corporate PSUs fail after BankID.
stubAspsps([
{
name: 'Handelsbanken',
country: 'SE',
bic: 'HANDSESS',
auth_methods: [
{ name: 'BANKID', approach: 'DECOUPLED', hidden_method: true, title: 'Bank ID' },
{ name: 'REDIRECT', approach: 'REDIRECT', hidden_method: false, title: 'Redirect' },
],
},
])
expect(await getPreferredAuthMethod('Handelsbanken', 'SE', 'business')).toBe('BANKID')
})
it('returns undefined (ASPSP default) when the bank has no decoupled method', async () => {
stubAspsps([
{ name: 'Nordea', country: 'SE', auth_methods: [{ name: 'REDIRECT', approach: 'REDIRECT' }] },
])
expect(await getPreferredAuthMethod('Nordea', 'SE', 'personal')).toBeUndefined()
})
it('returns undefined when the bank is not found in the ASPSP list', async () => {
stubAspsps([])
expect(await getPreferredAuthMethod('Handelsbanken', 'SE', 'business')).toBeUndefined()
})
it('startAuthorization sends auth_method in the request body when provided', async () => {
const fetchMock = vi.fn(async () => ({
ok: true,
status: 200,
statusText: 'OK',
json: async () => ({ url: 'https://bank.example/auth', authorization_id: 'auth-1' }),
text: async () => '',
}))
vi.stubGlobal('fetch', fetchMock)
await startAuthorization('Handelsbanken', 'SE', 'https://app/cb', 'state-1', 'business', 'BANKID')
const body = JSON.parse((fetchMock.mock.calls[0][1] as { body: string }).body)
expect(body.auth_method).toBe('BANKID')
expect(body.psu_type).toBe('business')
})
it('startAuthorization omits auth_method when none is provided', async () => {
const fetchMock = vi.fn(async () => ({
ok: true,
status: 200,
statusText: 'OK',
json: async () => ({ url: 'https://bank.example/auth', authorization_id: 'auth-1' }),
text: async () => '',
}))
vi.stubGlobal('fetch', fetchMock)
await startAuthorization('Nordea', 'SE', 'https://app/cb', 'state-1', 'personal')
const body = JSON.parse((fetchMock.mock.calls[0][1] as { body: string }).body)
expect('auth_method' in body).toBe(false)
})
})