15af0cd7eadcecafd6d17618d04bf67b4f736fd2
5
Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
 Mattsson
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809120c4b8 |
Bug/document linking (#688)
* feat: enhance supplier invoice payment process and settings handling - Implemented linking of invoice documents to journal entries for cash payments in the supplier invoice payment process. - Refactored settings fetching logic to improve loading states and error handling across various settings components. - Introduced a new SettingsLoadError component to handle cases where settings fetch fails or returns no data. - Updated useSettings hook to manage loading and error states more effectively, allowing for retries on failure. - Enhanced tests for supplier invoice creation to ensure document IDs are persisted correctly for cash method payments. * feat(salary): enable monthly salary edits in draft runs and handle zero-total declarations |
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ccdfed5fea |
feat: voucher linking, recovery ops, and salary overrides (#591)
* feat: voucher linking, recovery ops, and salary overrides Adds reversible/correction-style write paths that customers and agents have been asking for, plus per-run salary employee overrides. Invoice → voucher linking - POST /api/invoices/[id]/link-to-voucher and GET /api/invoices/[id]/voucher-candidates - lib/invoices/voucher-matching.ts with full + pg test coverage - LinkVoucherPicker UI in PaymentBookingDialog - pending_operations.operation_type expanded with link_invoice_voucher (medium risk) and a (journal_entry_id, invoice_id) unique guard - MCP: gnubok_find_voucher_candidates_for_invoice and gnubok_link_invoice_to_voucher tools SIE undo - POST /api/import/sie/[id]/undo + undo_sie_import RPC - sie_imports.status gains 'undone' - ImportResultStep surfaces the action; structured error SIE_UNDO_FAILED Edit-recreate journal entries - POST /api/bookkeeping/journal-entries/[id]/edit-recreate - Bookkeeping detail page wires it into the existing edit flow Delete-last-voucher clears IB link - Trigger + pg test ensure deleting the last voucher of a period nulls the opening_balance_journal_entry_id link so a re-import lands cleanly Salary employee overrides - salary_run_employees gains per-run override fields + migration - lib/salary/effective-values.ts centralises resolved values; all payslip, payment, AGI, KU, and booking routes read through it - SalaryOverridePanel on the employee detail page Account classifier - lib/bookkeeping/account-classifier.ts + tests; AddAccountDialog uses it - backfill-import-accounts script updated Misc - toast: minor styling tweak - AGI generate-declaration: respect effective values - structured-errors: new LINK_INVOICE_VOUCHER namespace Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat: add link_invoice_voucher operation type to pending_operations * feat: refactor salary run calculations and update error handling for SIE imports * fix: PR review feedback on voucher linking and SIE recovery pg-real (blocking): - tests/pg/delete-last-voucher-ib: drop posted_at = now() from the seed UPDATE — journal_entries has no posted_at column. - lib/invoices/__tests__/voucher-matching.pg: seed the posted voucher before closing the fiscal period so enforce_period_lock doesn't block the INSERT during setup. voucher-matching error codes and rollback: - Add LINK_VOUCHER_DB_ERROR (HTTP 500) and return it on real invoice UPDATE / payment INSERT failures. Previously these returned LINK_VOUCHER_VOUCHER_NOT_FOUND (404) which the pending-op dispatcher auto-rejects on transient DB errors. - Log rollback failures explicitly so an invoice left in a half-linked state (advanced status, no payment row) surfaces for manual reconciliation instead of disappearing silently. resyncNextPeriodOpeningBalance ordering: - Create the new IB first, relink the period FK, then storno the old IB. Previously the storno ran first; if createJournalEntry failed the next period was left with a reversed IB and nothing to replace it, and executeSIEImport swallows the error as a non-fatal warning. replace_period_opening_balance_link: - Tighten role check to owner/admin (was owner/admin/member). Matches delete_last_voucher and undo_sie_import. Data minimisation: - /api/invoices/[id]/voucher-candidates and the matching MCP tools now project only the invoice and customer fields the matcher reads, instead of returning the full customer row. Schema bounds: - SalaryEmployeeOverrideSchema caps each numeric override at 10 MSEK to catch typos before they reach the ledger or AGI. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(tests): supply user_id when seeding voucher_sequences voucher_sequences.user_id is NOT NULL (per the multi-tenant refactor in 20260330130000). The previous test seed only set company_id / fiscal_period_id / voucher_series, which made the seed fail with a constraint violation on the latest pg-real run. Pass the same userId used elsewhere in the seed helper. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(tests): scope delete-last-voucher RPC assertions inside the tx withUserContext always ROLLBACKs, so any DELETE the RPC performs is discarded when the callback returns. The previous test then queried journal_entries via a fresh getPool() connection that only saw the pre-RPC committed seed state — hence "expected '1' to be '0'". Move every post-RPC assertion (entry count, period FK clear, opening_balances_set flip, audit log entry, sie_imports clear) inside the same withUserContext callback so they observe the uncommitted state before ROLLBACK fires. Also fix the sie_imports INSERT: the column is `filename`, not `file_name`, and `sie_type` is NOT NULL. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(tests): assert against the IB-marker audit row directly DELETE on journal_entries fires two audit_log writes: the generic write_audit_log() trigger row ("Deleted journal_entries record") and the delete_last_voucher RPC's explicit "(was period IB)" entry. Both land at the same statement_timestamp(), so ORDER BY created_at DESC LIMIT 1 returned the trigger row non-deterministically in CI. Switch to a presence check with a LIKE filter on the IB marker so the test verifies what it actually cares about — that the RPC's IB-aware audit row exists. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(db): set company_id on delete_last_voucher audit_log rows 20260528120000_delete_last_voucher_clears_ib_link.sql inserts directly into audit_log without setting company_id. audit_log's SELECT policy filters company_id IN user_company_ids(), so those rows landed with company_id=NULL and were invisible to every reader — only the generic write_audit_log() trigger row remained visible. That broke BFL audit- trail intent: the "(was period IB)" provenance row was never readable. Republish delete_last_voucher with p_company_id populated on both audit_log INSERTs (draft path and posted path). Behavior is otherwise unchanged; the pg-real test for the IB-clear flow now sees the RPC-written marker row as expected. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> Co-authored-by: Emil <emilmattsson14@gmail.com> |
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MattssonandClaude Opus 4.7
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5725c25bf1 |
Logs/improved logging (#398)
* feat(mcp): add create_transactions tool with /pending approval gate New MCP tool gnubok_create_transactions stages 1–10 transactions per call as pending_operations of type create_transaction (risk: medium). Each item becomes its own card on /pending; on confirm, the executor inserts the row into transactions with import_source='mcp' so MCP-staged ingestion is distinguishable from PSD2 sync. Designed for skill workflows that pull external data (e.g., Airtable) and want the user to gate the writes. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(bas): strip concatenated group headers from corrupted account names A chart-data import bug had glued the next group's header onto the last account in each preceding group across all eight bas-data class files (e.g. account 2670 read "Utgående moms på försäljning inom EU, OSS 27 PERSONALENS SKATTER, AVGIFTER OCH LÖNEAVDRAG"). The corrupted names surface in transaction dropdowns, ledgers, SIE exports and årsredovisning, and risk VAT miscategorization on the OSS (2670) and blandad-verksamhet (6999) accounts specifically. - Cleans 69 account_name and 64 description fields across class-1..8 files - Adds a regression test asserting no name contains a concatenated header - Ships an idempotent safety-net migration that updates already-seeded chart_of_accounts rows, gated on the corrupted string so user customizations are preserved Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(errors): add structured error codes and handling for various operations - Introduced a new structured error registry in `structured-errors.ts` to standardize error handling across the application. - Added Swedish and English messages for various error scenarios, including validation, authorization, and bookkeeping errors. - Implemented a client-side error toast in `use-error-toast.ts` to display user-friendly error messages with remediation hints. - Created a wrapper for recording operation outcomes in `record-operation.ts`, enhancing audit capabilities for operations. - Developed a provider call wrapper in `with-provider-call.ts` to handle external HTTP calls with structured logging and error mapping. - Added a new SQL migration to extend the processing history with new event types and aggregate types for better operational telemetry. * Refactor supplier API routes to use context-based logging and error handling - Replaced direct Supabase client usage in GET and POST routes with context-based approach using `withRouteContext`. - Enhanced error handling to provide structured error responses for supplier creation and listing. - Updated logging to include request IDs for better traceability. - Introduced new error codes for supplier-related operations. - Refactored tax deadlines cron job to utilize context and improved error handling. - Updated ESLint configuration to enforce logging practices across API and lib directories. - Enhanced arcim migration extension with structured error handling and logging. - Added classification for provider errors to improve user-facing error messages. - Introduced request ID in extension context for better log correlation. * fix(route-context): update DynamicParams type for improved type safety in route handlers * feat(transactions): add 'create_transaction' operation to PendingOperationType * fix(route): ensure companyId is non-nullable in loadAndDeriveAbsence function * fix(route-context): ensure companyId is always non-null by short-circuiting with COMPANY_CONTEXT_MISSING --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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MattssonandClaude Opus 4.7
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11621bb79f |
Feat/skv integration full (#284)
* feat: add script to import Skatteverket monthly tax tables as fallback TypeScript module
- Implemented a new script `import-tax-tables.ts` to parse fixed-width TXT tax tables from Skatteverket (SKV 434).
- The script generates a TypeScript module for emergency fallback when the Skatteverket open-data API is unavailable.
- Supports command-line argument for specifying the year and handles parsing of B-rows only.
- Outputs a structured TypeScript file containing tax data for specified years.
* feat: gate salary module behind dev-only flag
Temporarily disable the Lön module in production while the feature is
being completed. Sidebar entries ("Löner", "Anställda") still render but
are not clickable and show a "Kommer snart" badge. Middleware redirects
/salary* to / and returns 404 on /api/salary/* so the feature can't be
reached by direct URL. All gates check NODE_ENV === 'development' so
local dev keeps full access for continued development.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* feat: refactor bank file import wizard to streamline column mapping and enhance CSV handling
* fix: bump migration timestamp to avoid collision with logos_bucket
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* feat: enhance AGI generation and salary entry calculations with improved status checks and error handling
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Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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Mattsson
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04dbb31d7e |
Salary module (#245)
* feat: implement salary module with personnummer encryption, salary entries, tax tables, and AGI tracking - Added personnummer encryption and decryption functions for secure storage. - Created salary entries handling for journal entries including gross salary, tax withholding, and employer contributions. - Implemented tax table lookup functionality for calculating tax amounts based on monthly income. - Developed SQL migration for salary module including tables for payroll configuration, tax rates, employees, salary runs, salary run employees, salary line items, and AGI declarations. - Established row-level security policies for all new tables to ensure company-scoped access. * feat: add salary calculation modules for 2026 - Implemented engångsskatt calculation for one-time payments with tax brackets. - Added löneväxling functionality for salary sacrifice to pension, including employer savings and warnings. - Created pain.001 generator for salary batch payments in compliance with Swedish banking standards. - Developed PDF template for payslips, including detailed breakdowns and employer costs. - Generated seed data for Swedish tax tables for 2026, including SQL insert statements. - Implemented traktamente calculations for per diem and mileage allowances, adhering to Skatteverket regulations. - Added seed script for populating tax tables in the database. * feat: Update meal reduction percentages in traktamente calculation fix: Remove obsolete seed script for 2026 tax tables feat: Extend SalaryRunStatus type to include 'corrected' status feat: Implement KU10 XML generation endpoint for annual employee income statements feat: Add endpoint for creating corrections to booked salary runs feat: Implement endpoint for sending payslip PDFs to employees feat: Create KU10 XML generator for annual reporting feat: Add salary transaction matcher for auto-linking bank transactions to salary entries chore: Add database migration for salary correction support * feat: replace select elements with custom Select component for employment and salary types * feat: enhance salary calculations with pension entry and avgifter category support |