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
co-authored by
Claude Opus 4.8
Claude Opus 4.8
parent
2da9c71eb3
commit
f63d3e3100
+21
-1
@@ -1139,8 +1139,17 @@
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"fy_status_open": "Open",
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"fy_status_locked": "Locked",
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"fy_status_closed": "Closed",
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"fy_action_lock": "Lock",
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"fy_action_unlock": "Unlock",
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"fy_confirm_cancel": "Cancel",
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"fy_lock_confirm_title": "Lock fiscal year?",
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"fy_lock_confirm_body": "{name} will be locked. No new entries can be posted in this period until you unlock it again.",
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"fy_unlock_confirm_title": "Unlock fiscal year?",
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"fy_unlock_confirm_body": "{name} will be unlocked so entries can be posted in this period again. This action is recorded in the audit log.",
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"fy_lock_success": "Fiscal year locked",
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"fy_unlock_success": "Fiscal year unlocked",
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"fy_action_error": "The action could not be completed",
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"related_heading": "Related",
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"related_fiscal_year": "Fiscal years and opening balances",
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"related_chart_of_accounts": "Chart of accounts (BAS)"
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},
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"settings_tax": {},
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@@ -1778,10 +1787,17 @@
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"doc_attached_count": "{count} attached",
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"doc_pick_existing": "Choose existing document",
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"doc_picked_remove": "Remove document",
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"doc_clear": "Remove document",
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"doc_link_failed_title": "Receipt could not be attached",
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"doc_link_failed_description": "{count} file(s) could not be linked to the journal entry. Try again from the bookkeeping page.",
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"bank_line_description": "Business account"
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},
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"document_viewer": {
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"empty": "No document attached",
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"header_label": "Document",
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"open_in_new_tab": "Open in new tab",
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"not_previewable": "Can't preview"
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},
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"tx_attach_dialog": {
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"title": "Match to document",
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"description": "Attach a receipt or invoice to the transaction — pick from the inbox or upload a new file.",
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@@ -3203,6 +3219,7 @@
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"correct_menu": "Correct",
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"correct_lines": "Correct lines",
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"correct_date": "Correct date",
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"correct_opening_balances": "Correct opening balances",
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"reverse_action": "Reverse (storno)",
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"reverse_confirm_title": "Reverse journal entry",
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"reverse_confirm_label": "Create storno",
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@@ -3263,6 +3280,7 @@
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"delete_dialog_entry_body": "The journal entry and its lines are removed. Linked transactions and invoices keep their data but are marked as unposted. Documents (receipts, files) are kept but unlinked."
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},
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"journal_form": {
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"account_not_activated": "Activated when you post",
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"save_edit": "Save changes",
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"toast_updated_title": "Draft updated",
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"toast_updated_description": "Your changes to the draft were saved.",
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@@ -3664,6 +3682,8 @@
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"tab_new_entry": "New journal entry",
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"tab_accounts": "Chart of accounts",
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"new_entry_dialog_title": "New journal entry",
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"create_with_assistant": "Create with assistant",
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"ask_assistant_handoff": "Let the assistant fill it in?",
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"loading_source_voucher": "Loading source voucher...",
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"copy_failed_title": "Could not copy journal entry",
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"copy_source_missing": "Source voucher not found.",
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+21
-1
@@ -1139,8 +1139,17 @@
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"fy_status_open": "Öppet",
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"fy_status_locked": "Låst",
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"fy_status_closed": "Stängt",
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"fy_action_lock": "Lås",
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"fy_action_unlock": "Lås upp",
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"fy_confirm_cancel": "Avbryt",
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"fy_lock_confirm_title": "Lås räkenskapsår?",
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"fy_lock_confirm_body": "{name} låses. Inga nya verifikationer kan bokföras i perioden förrän du låser upp den igen.",
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"fy_unlock_confirm_title": "Lås upp räkenskapsår?",
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"fy_unlock_confirm_body": "{name} låses upp så att verifikationer åter kan bokföras i perioden. Åtgärden loggas i behandlingshistoriken.",
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"fy_lock_success": "Räkenskapsåret är låst",
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"fy_unlock_success": "Räkenskapsåret är upplåst",
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"fy_action_error": "Åtgärden kunde inte slutföras",
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"related_heading": "Relaterat",
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"related_fiscal_year": "Räkenskapsår och ingående balanser",
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"related_chart_of_accounts": "Kontoplan (BAS)"
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},
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"settings_tax": {},
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@@ -1778,10 +1787,17 @@
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"doc_attached_count": "{count} bifogade",
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"doc_pick_existing": "Välj befintligt underlag",
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"doc_picked_remove": "Ta bort underlag",
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"doc_clear": "Ta bort underlag",
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"doc_link_failed_title": "Underlag kunde inte bifogas",
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"doc_link_failed_description": "{count} fil(er) kunde inte länkas till verifikationen. Försök igen via bokföringssidan.",
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"bank_line_description": "Företagskonto"
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},
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"document_viewer": {
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"empty": "Inget underlag bifogat",
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"header_label": "Underlag",
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"open_in_new_tab": "Öppna i ny flik",
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"not_previewable": "Kan inte förhandsvisas"
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},
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"tx_attach_dialog": {
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"title": "Matcha mot underlag",
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"description": "Koppla ett kvitto eller en faktura till transaktionen — välj från inkorgen eller ladda upp en ny fil.",
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@@ -3203,6 +3219,7 @@
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"correct_menu": "Rätta",
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"correct_lines": "Rätta rader",
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"correct_date": "Rätta datum",
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"correct_opening_balances": "Korrigera ingående balanser",
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"reverse_action": "Återför (storno)",
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"reverse_confirm_title": "Återför verifikat",
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"reverse_confirm_label": "Skapa storno",
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@@ -3263,6 +3280,7 @@
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"delete_dialog_entry_body": "Verifikatet och dess kontorader tas bort. Kopplade transaktioner och fakturor behåller sina uppgifter men markeras som ej bokförda. Underlag (kvitton, dokument) behålls men avlänkas."
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},
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"journal_form": {
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"account_not_activated": "Aktiveras vid bokföring",
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"save_edit": "Spara ändringar",
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"toast_updated_title": "Utkast uppdaterat",
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"toast_updated_description": "Ändringarna i utkastet har sparats.",
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@@ -3664,6 +3682,8 @@
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"tab_new_entry": "Ny verifikation",
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"tab_accounts": "Kontoplan",
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"new_entry_dialog_title": "Ny verifikation",
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"create_with_assistant": "Skapa med assistent",
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"ask_assistant_handoff": "Hellre låta assistenten fylla i?",
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"loading_source_voucher": "Laddar källverifikat...",
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"copy_failed_title": "Kunde inte kopiera verifikat",
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"copy_source_missing": "Källverifikatet hittades inte.",
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