Commit Graph
1084 Commits
Author SHA1 Message Date
MattssonandClaude Fable 5 4e14182a00 fix(salary): declare, book and pay AGI in whole kronor (SKV per-sats computation) (#1611)
* fix(salary): declare, book and pay AGI in whole kronor (SKV per-sats computation)

A user's first lönekörning surfaced öre amounts in the AGI payable while
Skatteverket deals in whole kronor. Three connected defects:

- the AGI XML rounded amounts (Math.round); öretal bortfaller (SFF
  2011:1261 22 kap. 1 §) requires truncation, and FK487 must be
  Skatteverket's own per-sats computation on the whole-krona underlag sums
  (IK587, kontroll B_006), not a truncation of the öre-exact engine sum
- the salary booking credited 2731 with exact öre, leaving a residual
  after the whole-krona skattekonto draw; 2731 now carries the declared
  amount with the remainder on 3740 (Öres- och kronutjämning)
- the LB payment file and TaxPaymentPanel paid/showed öre; they now use
  the declared whole-krona totals stored on agi_declarations (which also
  lets skattekonto auto-settlement match the draw); legacy öre rows keep
  paying öre-exact so pre-deploy bookings still clear 2731

New lib/salary/declared-avgifter.ts implements the SKV computation (per-IU
whole-krona underlag, per-sats sums, youth/växa cap splits, exact integer
math) shared by the AGI generator, the booking split and the preview.
Review overrides route all legs through the same per-category truncation;
basis overrides are inert on money totals (they never reach the filed
IUs); the v1 book route gains override parity with book-run; F-skatt rows
ignore avgifter overrides on every surface. Booked runs show their posted
verifikat instead of a recomputed projection. tax_withheld_override
requires whole kronor. Adversarially verified over three /skeptic rounds.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* chore: merge origin/main and re-ratchet the öre-round baseline

The merge brought #1609 (net-pay öresavrundning) whose two new
Math.round(x*100)/100 occurrences are counted against the baseline this
branch had tightened from 637 to 629; 631 keeps the net -6 improvement
without policing already-merged code.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(salary): address PR review (hybrid override computation, legacy youth cap, robustness)

CodeRabbit round on #1611, all findings in one pass:

- computeDeclaredAvgifterWithOverrides: one shared hybrid for the AGI
  generator AND the booking split. Overridden rows contribute their manual
  amounts per category; colleagues keep the SKV-exact per-sats underlag
  computation (a FoU override on one employee no longer costs the rest of
  the roster kronor of declared accuracy)
- youth cap keys on the RESOLVED category so legacy null-category rows
  classified as youth by the rate heuristic still get the 25k split
- F-skatt rows zero their avgifter_basis on both booking surfaces and in
  the preview, matching the AGI's isFSkattRow invariant
- preview route: posted-voucher lookup errors return 500 instead of
  masquerading as a booked run with no vouchers; 400/500 tests added
- run page clears stale AGI totals when the tax-payment fetch fails
- SalaryOverridePanel truncates the tax override to whole kronor so the
  schema's .int() cannot bounce a decimal input with a 400
- v1 book route override parity pinned by a lifecycle test
- DECISIONS.md format fixes + superseded entry marked; exempt category
  mapped explicitly; unified truncation-drift band with rationale

Declined (recorded): dating the decision entries 2026-08-13 (bot assumed
UTC; the decisions were made after midnight local time).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(salary): round-2 review nits (shared F-skatt helper, test hygiene)

- isFSkattStatus in declared-avgifter.ts: single source for the F-skatt
  exclusion, consumed by book-run, the v1 book route, the preview route and
  the AGI generator, per the Swedish review's drift-risk finding
- declared-avgifter test suite gets the standard beforeEach cleanup

Declined (recorded for the summary): auto-generated correction voucher for
regenerated legacy periods (data-repair follow-up needing Emil's go); SFF
22 kap. 1 par. citation doubt (verified against lagen.nu and already shipped
in tax-tables.ts); 3740 scope doubt (BAS generic utjamning account, Visma
praxis, matches the user's reference voucher).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-14 02:22:07 +02:00
MattssonandClaude Fable 5 fbe4e18730 feat(mcp): book on custom accounts via account_override; fix kontoplan settings link (#1608)
* feat(mcp): book on custom accounts via account_override; fix kontoplan settings link

gnubok_categorize_transaction only spoke a 19-category enum mapping to 21
hardcoded BAS accounts, so company-custom accounts (e.g. VMB) were
unreachable from the agent surface even when active in the chart.

- add account_override to gnubok_categorize_transaction with v1 REST
  semantics via a shared helper (lib/bookkeeping/account-override.ts):
  business-side replacement, class-2 auto-VAT drop with the 2610-2649
  moms-line exception, plus a same-account degenerate guard; validated at
  staging and re-validated at commit
- align the gnubok_create_voucher staging gate with the engine's seeding
  semantics: BAS 2026 accounts merely absent from the chart pass (the
  engine backfills them at commit) and the preview lists
  will_activate_accounts with BAS-name fallback; non-BAS unknown and
  inactive accounts still rejected
- stop suggest_categories silently dropping mapping rules whose account
  is outside the fixed category maps; they surface with the rule's own
  account and an explanatory match_reason
- correct the create_account next-step hint (categorize could never use
  the new account before; now true via account_override)
- point the settings "Kontoplan (BAS)" link at /chart-of-accounts and
  redirect the orphaned /bookkeeping?tab=accounts URL (tab removed in
  #850; the deep link never worked after the #854 merge collision)

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(mcp): address review findings on account_override

- commit executor rejects a present-but-malformed stored account_override
  loudly instead of degrading to the category default (CodeRabbit major;
  the approver approved a preview showing the override account); with
  commitPendingOperation regression tests
- accountToCategory returns null for unknown income accounts so custom
  income accounts get the same diagnostic as expenses (CodeRabbit minor),
  with income + reason-accumulation tests (CodeRabbit nit)
- pin the class-2 VAT-drop balance invariant with a test through
  buildTransactionEntryLines (Swedish compliance review: gross booking,
  never an unbalanced net + missing VAT leg)
- account_override description asks the agent to state the actual
  affärshändelse in notes when overriding (BFL 5 kap description concern)
- eventBus.clear() in the two new test suites (CodeRabbit minor)

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(mcp): never guess a moms leg onto an account_override without explicit VAT intent

Round-2 Swedish compliance finding: the class-2 VAT drop did not cover
margin-scheme (VMB) accounts in class 3/4, which are the override's
flagship use case, so a forgotten vat_treatment attached the category
default standard_25 and booked an ingående-moms deduction on a
transaction where input VAT is not deductible (ML 2023:200).

applyAccountOverride now takes explicit VAT intent (vat_treatment or
vat_amount present) and books GROSS with no auto-VAT line without it:
forgetting the flag under-deducts (lawful), never over-deducts. Both
call sites (MCP staging preview, commit core) derive the flag the same
way; the tool description states the enforced behavior. Deliberate
divergence from v1 REST recorded in DECISIONS.md.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* chore: move stray decision-log entry to the root DECISIONS.md

The round-2 entry was appended from the wrong working directory and
landed as lib/bookkeeping/__tests__/DECISIONS.md.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-14 01:24:48 +02:00
MattssonandClaude Fable 5 4bb0655e4a feat(salary): öresavrundning of net pay to whole kronor (#1609)
* feat(salary): öresavrundning of net pay to whole kronor

Some banks reject salary payment files whose amounts carry öre. New
company_settings.salary_net_rounding toggle (off by default): the engine
rounds each net payout up to the next whole krona, never down, and emits
a derived oresavrundning line item (semesterersattning pattern) that
debits 3740 Öres- och kronutjämning so the salary entry stays balanced.
Gross, tax and avgifter are untouched, so AGI/KU are unaffected. Payment
files (pain.001 + Bankgirot LB) get whole-krona amounts via the rounded
net_salary. Toggle in salary settings; payslip and run detail show the
line item.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(salary): keep employer cost on the shared definition; block manual rounding lines

Skeptic findings on the öresavrundning commit: (1) the engine included
netRounding in totalEmployerCost while payslip summary, KPI cards and
lönejournal recompute the figure from stored columns, printing two
different totals on the same payslip; employer cost now stays on the
shared definition and the öre cost is carried by the 3740 ledger line.
(2) 'oresavrundning' is excluded from the line-item create/update
schemas: it is the only item type the booking keeps out of the gross
reconciliation, so a manually created row would structurally unbalance
the salary verifikat.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(salary): add the item_type CHECK as NOT VALID, validate separately

Compliance-swarm finding (SOC 2 CC8.1): the CHECK re-add scanned
salary_line_items under the ADD's ACCESS EXCLUSIVE lock. Split per the
house pattern (DECISIONS.md 2026-07-13): 20260813143000 re-adds the
constraint NOT VALID, new 20260813143001 validates it under SHARE UPDATE
EXCLUSIVE in its own transaction. The list is a strict superset of the
previous CHECK, so validation cannot fail. Both files are branch-only,
so editing in place is within the never-modify-shipped rule.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-14 00:36:33 +02:00
MattssonandClaude Fable 5 4a9fa5e6c5 feat(inbox): staged upload ack, HEIC/HEIF validation, WhatsApp silence fixes (#1605)
* fix(whatsapp): app-side unmute, close silent intake paths, health visibility

- add POST /link/unmute and a Reactivate control on the Pausad state
- company resolution: transient query errors release the row for sweep
  retry; genuine zero-options sends M19 instead of parking silently
- media from unlinked senders bypasses the hourly greeting throttle
  (10 min burst window, daily cap kept)
- GET /link returns 7-day failed-delivery and parked-inbound counts;
  sweep summary logs outboundFailed24h

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(documents): real HEIC/HEIF magic-byte validation, bilingual upload errors

- detect ISO-BMFF ftyp brands (heic/heix/heim/heis/hevc/hevx/hevm/hevs,
  mif1/msf1) instead of exempting image/heic from validation; declared
  heic/heif accepts either family member (iOS labels vary)
- new INBOX_UPLOAD_* structured error codes replace raw English strings
  on the inbox upload and attach-document routes
- registry doc corrected to the real 10 MB cap

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(inbox): staged upload with instant ack and deferred AI extraction

- web uploads insert the inbox item as status processing and respond
  immediately; Bedrock extraction and supplier match run via after()
  with a CAS flip to received (email and WhatsApp channels keep the
  synchronous path)
- widen invoice_inbox_items.status CHECK to include processing
  (migration 20260813180000, pg-real test included)
- crash-recovery sweep cron (*/2) flips stale processing rows;
  bulk-book skips extraction_in_progress items
- workspace: processing chip, in-flight rows disable actions, realtime
  flip, retry-extraction button for empty extractions
- picker accept list drops HEIC/HEIF so iOS transcodes library photos
  to JPEG; server allowlists unchanged (supersedes 2026-08-01 HEIC
  decision, see DECISIONS.md)

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(migrations): bump inbox processing-status migration past main's latest

Main merged 20260813210000 while this PR was in flight; an inserted
version older than the latest applied aborts the prod db push at merge.
Renamed 20260813180000 to 20260813213000 and updated references.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* docs(decisions): log preview-tracker orphan repair after migration rename

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-13 23:57:53 +02:00
456366fa70 fix(transactions): move the bulk-match attn line below the inbox list (#1602)
The recon bridge line sat above the inbox rows, pushing the actual
work below a promo-shaped sentence. Founder feedback: the rows come
first. Same trigger (>=5 selectable bank rows), same action, now
rendered after the table just above the footer status line.

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-13 23:38:19 +02:00
MattssonandClaude Fable 5 ced6f1c65b fix(reconciliation): await the pre-existing matched/storno match-log writes (#1606)
Final Swedish-review finding (approved by Emil): the six fire-and-forget
logMatchEvent calls that predate this branch in the four match routes are
now awaited, matching the rest of the PR and the DECISIONS claim that
every audit write is awaited. logMatchEvent never throws; on serverless
an unawaited promise can be frozen when the response returns, silently
dropping the behandlingshistorik row (BFNAR 2013:2 kap 8).

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-13 23:35:14 +02:00
57d6651cfc feat(empty-states): startkort on six pages with strata imagery (#1603)
Replace the true-empty states on Kundfakturor, Transaktioner, Underlag,
Loner, Bokforing and Skattekonto with StartCard: a self-contained dark
hero (image-derived ground baked into the strata render, white primary
CTA) that says what the page can do instead of what is missing. Primary
CTAs lead with the connect/setup action per page (bank via PSD2 deep
link, mailboxes, Skatteverket, migration import); filtered/search empty
states and viewer fallbacks keep the old compact states. Design signed
off in the Startkort prototype iterations 2026-08-13.

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-13 23:27:24 +02:00
MattssonandClaude Fable 5 08440fed94 feat(reconciliation): match migrated bank history against imported SIE verifikat (#1598)
* feat(reconciliation): match migrated bank history against imported SIE verifikat

A first-class Fortnox/SIE migrator path: after SIE import plus bank connect
or bank CSV upload, historical bank rows are auto-matched (>= 0.9) or
suggestion-matched (0.75-0.89, persisted for review) against the imported
verifikat, with a guided review surface, instead of landing as anonymous
"Att bokfora" rows.

Phase 0: per-cash-account unattended sweep (fixes #1298 cross-account
pooling); widen payment_match_log action CHECK with
linked_to_existing_voucher (silently unlogged since March).
Phase 1: potential_journal_entry_id/method/confidence on transactions with
CHECK + invalidation triggers; persistSuggestions in runReconciliation;
sweep after bank CSV import with SIE overlap (suppressing
auto-categorization); sweep summaries stamped on bank_connections and
bank_file_imports; POST /api/reconciliation/bank/confirm-suggestions with
per-pair server-side revalidation (voucher consumption + bank-leg amount
and direction).
Phase 2: "Granska forslag" review tab on Transactions with chunked bulk
confirm, per-row fallbacks, "Kor matchning igen" (all_accounts sweep mode,
mutually exclusive with dry_run), attn line, pre-migration row marker.
Phase 3: ImportResultStep dual CTA (bank connect + CSV), migrator variant
of the account-picker #917 nudge, sweep outcome on the onboarding
checklist bank step.

Non-selection apply runs on /api/reconciliation/bank/run now floor at 0.9
and persist the review band instead of auto-committing fuzzy matches.
Migrations already applied to staging under the same versions.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(reconciliation): resolve PR review findings in one pass

Swedish accounting review (both previously-deferred holes closed):
- runReconciliation's >= 0.9 auto-apply now writes 'matched' to
  payment_match_log (behandlingshistorik, BFNAR 2013:2 kap 8); the bus
  event alone lands in the 30-day event_log and is not an audit record.
- The three match-route storno-conflict branches detach reconciliation
  links via unlinkReconciliation instead of storno-reversing the linked
  verifikat: a reconciliation link points at an independent verifikat
  that may evidence other affarshandelser, and a wholesale reversal is
  an over-broad rattelse (BFL 5 kap 5 §).
- Historical gap quantified on prod (read-only, recorded in DECISIONS):
  762 unlogged manual links across 52 companies since 2026-03-23.

CodeRabbit:
- confirm-suggestions route: maxDuration 300 for full 500-item batches.
- AccountPickerDialog: migrator-nudge buttons set lookbackTouched so the
  async gap-fill probe cannot override an explicit choice.
- enable-banking post-backfill sweep: persistSuggestions so the review
  band is not dropped.
- bank-file execute: sie_sweep stamp errors are logged, not swallowed.
- ImportResultStep: sandbox keeps the CSV CTA (file import works there).
- payment_match_log CHECK swap: NOT VALID + VALIDATE, no table scan
  under ACCESS EXCLUSIVE.
- logMatchEvent calls awaited (serverless can freeze unawaited work).
- DECISIONS.md stale version reference annotated.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(reconciliation): defer reconciliation-link detach until the match commits

Round-2 review findings:
- CodeRabbit: the eager unlinkReconciliation call could orphan a
  transaction if the match flow failed after it. All three match routes
  now persist NOTHING up front: the final transaction update overwrites
  journal_entry_id and clears reconciliation_method in the same write,
  so any failure in between leaves the existing link intact. The release
  is logged as 'unmatched' after the commit.
- Swedish review: the auto_suggested logMatchEvent in runReconciliation
  is now awaited like every other audit write.
- DECISIONS entry split into compliance/CodeRabbit lines and updated to
  describe the deferred detach.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(reconciliation): literal reconciliation_method payloads for the phantom-column scanner

The conditional spreads introduced with the deferred detach pushed the
scanner's unresolvable-expression count past its ceiling (380 > 378).
reconciliation_method: null is correct unconditionally on a confirmed
invoice/supplier match (null is already the value on every row that was
not reconciliation-linked), so the payloads become plain literals the
guard can verify. No behavior change.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-13 23:12:27 +02:00
Mattsson 07e89d9b52 feat(invoices): add Peppol delivery foundation (#1595)
* feat(invoices): add Peppol delivery foundation

* fix(invoices): harden Peppol compliance guards

* fix(api): narrow Peppol document loading

* test(pg): hash Peppol fixture payload

* fix(invoices): address Peppol review findings

* test(pg): isolate Peppol provider events

* test(pg): isolate Peppol submission fixtures
2026-08-13 19:44:32 +02:00
MattssonandClaude Fable 5 05380ddf54 feat(bookkeeping): correction-chain depth guard + Bedrock stream retry (#1581)
* feat(bookkeeping): bypassable chain-depth guard on corrections and stornos

Correcting or reversing an entry that already sits 3+ links deep in a
rattelse chain (correction_of_id/reverses_id walked in the DB, never
description matching) now throws CORRECTION_CHAIN_TOO_DEEP, steering the
caller to book ONE correction expressing the chain's net effect. Agents
looped storno+rattelse 10 deep on a live company (63/193 vouchers noise).

The guard is advisory, never a dead end: allow_deep_chain bypasses it on
every surface (correctEntry/reverseEntry option, REST body, MCP tool arg
staged through pending_operations, and confirm dialogs with Ratta anda /
Aterfor anda in the web UI). MCP staging pre-flight fires the guard at
stage time so the agent reconsiders in the same turn, and the executor
re-checks at commit. tools/list payload ceiling bumped 59K -> 59.5K for
the two bypass properties (trimmed to one sentence first).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(agent): retry the Bedrock stream once on transient failures

A transient stream death (429/5xx, transport cut, or the two known
stream-corruption signatures: 'Unexpected event order' and 'request ended
without sending any chunks') killed the whole chat turn, stranding the
user mid-answer. The turn now retries once per turn after a short backoff:
safe because nothing is persisted until finalMessage() succeeds. A new
stream_restart event carries the pre-attempt text snapshot so the chat
client resets the partial bubble, drops uncompleted tool chips, and shows
'Forsoker igen...' until the retried stream produces text. Non-transient
errors (403, 400) keep the existing immediate-error path.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(api): regenerate accounted-api skill and wire allow_deep_chain through v1

apiskill:check failed: CorrectJournalEntrySchema gained allow_deep_chain,
making references/journal-entries.md stale. Regenerated (hand-applied: the
generator output is deterministic from the registry). While wiring: the v1
correct route validated allow_deep_chain but dropped it, and the v1 reverse
route's strict body schema would have rejected it outright, leaving API
clients no bypass when the chain-depth guard fires. Both now forward the
flag to the engine and document CORRECTION_CHAIN_TOO_DEEP as a pitfall.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* chore: re-trigger CI after Vercel infra hang

The preview for e527e4044 compiled in 91s then hung 40 minutes in the
TypeScript phase and was killed with no error output; a CLI redeploy of
the identical code went Ready in 5m. Empty commit to refresh the git-
triggered deployment status.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(bookkeeping): address CodeRabbit review on the chain-depth guard

- correction-chain: report rootVoucher only when the walk reached a
  genuine parentless root; a broken link, cycle, or hop-cap now yields
  null instead of presenting an intermediate voucher as the chain root.
- recordate: propagate allow_deep_chain end-to-end (recordateEntry
  option, route schema, and a Flytta anda bypass confirm in the dialog);
  a date move is another storno+rattelse layer and carried the guard
  with no override path.
- v1 correct/reverse: run the chain-depth guard before the dry-run
  return so a dry run gives the same verdict as the real execution.
- dashboard reverse route: 400 on malformed JSON or a non-boolean
  allow_deep_chain instead of silently reversing without the override;
  empty body stays the supported no-body case. Tests added.
- AgentChat stream_restart: discard the dead attempt's reasoning and
  re-arm the post-tool paragraph break so a retried turn doesn't render
  thinking twice or glue its continuation onto restored text.
- v1 reverse route doc comment updated for allow_deep_chain.

Not changed: the journal-list reverse flow (flagged as a dead end) can
never receive CORRECTION_CHAIN_TOO_DEEP: the list renders Aterfor only
for entries that are neither storno nor correction, and such entries
have no backward chain links, so their depth is always 0.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* test(bookkeeping): recordate route test expects the new options arg

recordateEntry now takes { allowDeepChain } as a sixth argument; the
route test's called-with assertion predates it.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-13 19:32:41 +02:00
Mattsson e494662530 fix(bookkeeping): classify template audit evidence (#1594) 2026-08-13 18:58:09 +02:00
Mattsson d02fd82191 feat(vat): add per-account declaration treatments (#1588)
Closes #1457
2026-08-13 17:03:35 +02:00
7881f757a9 feat(bookkeeping): show who committed a verifikat, and mark agent work in Granskning history (#1591)
Flows build plan prereq 3 (provenance display). Pure UI over columns that
have existed since migration 20260619120000:

- types: JournalEntry gains committed_actor_type/committed_actor_label
  (the detail/chain APIs already select('*'), the type just lacked them)
- voucher detail: new "Bokford av" row in the Details card, derived from
  actor type + credential label, with the Bot mark for non-user actors
- Granskning Historik rows get the same actor circle pending rows have
  (Bot vs ClipboardCheck) so agent-originated history reads at a glance
- run-turn: correct the staged_operation params comment (tool-use input
  is a superset of pending_operations.params, not the same values)

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-13 17:01:15 +02:00
Mattsson 857dd575d0 fix: harden kontantmetod year-end cutoff (#1592) 2026-08-13 16:53:19 +02:00
MattssonandClaude Fable 5 a47ba9fede fix(enable-banking): stop renewal history floods (gap-fill default + backfill reconciliation) (#1590)
* chore(ci): guard bedrock-sdk against automated version bumps

The 2026-07 prod outage (empty Bedrock streams breaking invoice OCR and
the assistant) came from an unreviewed @anthropic-ai/bedrock-sdk 0.32.0
bump. The package is exact-pinned to 0.29.1, but nothing stopped an
automated PR from proposing the bump again. Add a dependabot config in
security-updates-only posture (open-pull-requests-limit: 0) with an
ignore for bedrock-sdk >=0.30.0 so neither scheduled nor security
updates can reintroduce it silently.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(enable-banking): stop renewal history floods (gap-fill default + backfill reconciliation)

Renewing a bank connection walks the same pending_selection -> active
flow as a first connect, and a fresh consent often makes the bank
release history the first connect never delivered. Two gaps turned that
into a flood of falsely 'unhandled' rows over already-bookkept periods
(11 companies, ~600 rows in prod):

- The picker defaulted every renewal to the fiscal-year lookback. It now
  probes the connection's newest imported transaction and defaults a
  renewal to 'continue where the last fetch stopped' (7-day overlap,
  absorbed by external_id dedup), with an .attn warning when a longer
  lookback re-requests already-fetched periods.
- The inline initial backfill ran without the SIE-overlap guard that the
  manual /sync route and the cron both apply. It now suppresses
  auto-categorization on overlap and runs the same unattended-threshold
  reconciliation sweep, scoped per ledger account via
  resolveCashAccountScope instead of the pooled unscoped form
  (#1290/#1298), and surfaces the linked count as auto_matched in the
  sync summary.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(enable-banking): renewal guard survives mid-open refetch; harden sweep scope and window

Skeptic pass findings on the renewal-flood guard:

- REFUTED: the settings panel's visibility refetch (near-certain in a
  BankID reconnect) hands the open picker a fresh accounts identity; the
  pre-existing reset effect then wiped the gap-fill state while the
  probe effect never re-ran, silently stranding the renewal back on the
  fiscal-year default with no warning. The probe now keys its state by
  connectionId and shares the reset's triggers via an accounts dep, so
  wipe and re-probe always pair up.
- The sweep skips accounts whose cash_accounts row did not resolve
  (found: false) instead of degrading to the pooled currency-only form
  (#1290 write shape), which could otherwise follow a same-request
  mirror-upsert failure.
- The sweep window opens at the oldest booking date the bank actually
  returned: over-returning ASPSPs ingest rows outside the requested
  window, which the sweep would otherwise never examine.
- resolveGapFillStart clamps to the backend's 365-day lookback floor so
  the radio never promises a start date the backfill cannot honor.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(enable-banking): address PR #1590 review findings

- zizmor: add a 7-day cooldown to the dependabot npm entry.
- CodeRabbit: clear the event bus in the accounts-route beforeEach (repo
  test convention); surface probe query failures in AccountPickerDialog
  so a failed probe cannot read as a first connect and silently restore
  the fiscal-year default; build the sweep's ledger-account list with a
  string filter instead of a nullish fallback so the pooled scope path
  is structurally unreachable.
- Swedish compliance review: document at the sweep site that linking
  writes bank-feed metadata only, never journal tables, with the
  opening-balance link trigger and unlinkReconciliation reversibility
  spelled out.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-13 16:50:24 +02:00
MattssonandClaude Fable 5 9ad3908ed0 fix(salary): skatteavdrag rounding trio (whole kronor, ,50 table pick, import prefix guard) (#1582)
* fix(salary): state percentage skatteavdrag in whole kronor (SFF 22 kap. 1 §)

calculateJamkningTax and calculateSidoinkomstTax returned öre-precision
amounts; skatteavdrag is stated in whole kronor with öretal dropped
(SFF 2011:1261 22 kap. 1 §), the same rule taxForRate already applies to
percent brackets. The two inline flat-30% branches in calculation-engine.ts
(unverified F-skatt, no-table fallback) had the same defect and now route
through calculateSidoinkomstTax.

Computed in integer öre and hundredths of a percent: flooring the raw float
product loses a whole krona when float noise lands an exact result just below
an integer (1000 * 0.007 === 6.999999999999999).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(salary): pick the lower tax table at exactly ,50 per Skatteverket rule

Math.round sent a total municipal rate of 32,50 to table 33; Skatteverket's
rule is that a fractional part of at most 50 öre picks the lower table and
51 öre or more the higher. Compared in hundredths so float noise cannot
decide the boundary. Latent today (no kommun sits exactly on ,50 for 2026)
but the code now matches the comment above it, which already stated the
correct rule.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(salary): reject two-week rows in the monthly tax table import

parseLine only checked position 3 for B/%, so a two-week table row (14B29)
would silently merge into the monthly fallback data if the wrong Skatteverket
file were used as input. The day-count prefix must now be 30; a 14-row throws
loudly. main() is guarded behind a direct-execution check (same pattern as
generate-crontabs.ts) so parseLine is importable by tests.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(salary): truncate toward zero, not floor, in whole-krona skatteavdrag

Skeptic refutation: taxable income can go negative when deductions exceed
pay, and Math.floor rounds negatives away from zero, so a payslip 1 öre
negative would book a full krona of negative withholding
(calculateSidoinkomstTax(-0.01) gave -1 instead of -0). Öretal bortfaller
truncates toward zero: Math.trunc, with -0 normalized to 0.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-13 16:39:00 +02:00
ce6efdb3dc refactor(pending): one pending-op-owned preview for chat, /pending and flow views (#1537)
* refactor(pending): one pending-op-owned preview for chat, /pending and flow views

A staged pending_operation was rendered three separate ways: the /pending
page's OperationPreview switch (8 specialized renderers keyed on
operation_type), ApprovalCard's own PreviewBlock (near-duplicate renderers
keyed on 4 hardcoded MCP tool names), and AgentChat's toolNameFor() hack
that mapped stored operation_types onto 'gnubok_'-prefixed tool names on
hydration. This is the weakest seam ahead of flow-run views (plan seam
8.3): every new operation type had to be taught to render in two places
and silently degraded in the third.

Now there is one owner:

- components/pending-operations/OperationPreview.tsx: the /pending
  renderers moved verbatim, dispatched on operation_type, consumed by
  /pending, ApprovalCard and future flow-run views.
- components/pending-operations/vocabulary.ts: operation labels,
  single-action warnings and the one canonical rejection-category list
  (ApprovalCard's copy was byte-identical and is deleted).
- lib/pending-operations/tool-name.ts: the single translation point
  between bare operation_types and 'gnubok_' tool names, with tests.

toolNameFor gotcha fixed on the way: ApprovalCard's old dispatch only
recognized 4 tool names, so a hydrated card for any other operation type
(attach_document_to_transaction, match_transaction_invoice, ...) silently
fell back to a raw generic preview. Hydration now passes the stored
operation_type straight through attachStagedOperations to the card, and
live streamed cards derive it from the event's tool name, so every
operation type keeps its specialized preview on resume.

Per-surface chrome (list row on /pending vs inline chat card) is
deliberately kept: only the preview + vocabulary were the duplicated seam.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* chore: drop a stray hunt_title copy rename that rode along

'Kvittojakten' -> 'Leta efter underlag' in messages/sv.json was
uncommitted working-tree state from another session, swept into the
extraction commit by git add breadth. It is a product-naming call with
no en.json counterpart and does not belong in this refactor; preserved
in this branch's first commit if it turns out to be wanted.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(pending): carry params to chat previews; guard preview amounts

CodeRabbit round on #1537, both real. (1) AttachDocumentPreview renders
its DocumentViewButton from params.document_id, which neither chat path
carried: the staged_operation stream event now includes the tool-use
input (the same values the staging tool stored as
pending_operations.params) and hydration selects the params column, so
an attach-document card in chat shows its evidence button live and on
resume. (2) InvoicePreview and CreateTransactionPreview cast amounts
straight into formatCurrency; a payload without one rendered 'NaN kr'.
They now share the same show-the-gap guard the legacy summary already
had.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-13 16:17:15 +02:00
Mattsson 22eaab82e5 feat(invoices): add Peppol XML export foundation (#1585) 2026-08-13 16:17:00 +02:00
6c64dd2312 fix(whatsapp): make every silent disposition observable, stop pure silence for linked senders (#1563)
* fix(whatsapp): make every silent disposition observable, stop pure silence for linked senders (#1552)

Silence was a legitimate outcome in seven places and none left a trace a
support question could be answered from. Now:

- Unknown-sender declines (over quota, quota RPC failure, greeting
  throttle) persist content-free trace rows: wamid, phone hash, type,
  disposition. No body, media, raw payload, or profile name; capped at
  20 rows per hash and day; deleted by the existing 30-day retention.
  The wamid dedupe also stops redelivered bad-code/greeting messages
  from earning a second reply.
- Linked-sender deliberate silences (muted, stale tap, ignorable type)
  record their reason on the skipped row.
- Non-policy silences reply: a row missing its media reference sends
  M18 through the link's reply address, a link revoked between arrival
  and processing sends the M1 unlinked copy (greeting-throttled).
- Outbound rows keep WHY a send failed (Graph error detail), and Meta
  'failed' delivery statuses store their error code and title.
- The WhatsApp settings panel shows the last inbound event (closed
  enum, server-derived) and warns when the latest reply never left.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* test(whatsapp): include errorDetail in typed sendText mock results

SendTextResult gained errorDetail; vi.mocked call sites must match the
widened type or they raise fresh tsc errors over the repo baseline.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(whatsapp): review fixes: fail-closed greeting throttle, cap only declined traces

From CodeRabbit's pass on #1563:
- greetingThrottled fails closed when the throttle window cannot be
  read, matching the unknown-sender quota's stance.
- The decline-trace day cap applies only to 'skipped' rows (the one
  unbounded path); 'done' traces always insert so the wamid dedupe
  keeps preventing duplicate M1/M2 replies even past the cap. Their
  volume is already bounded upstream by the greeting throttle and the
  pre-binding quota.
- company-question test mocks match the widened SendTextResult.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-13 16:02:16 +02:00
Mattsson 73c63209f1 feat: stage kontantmetod year-end cutoff (#1586)
* feat: stage kontantmetod year-end cutoff

* fix: keep cutoff tool payload searchable

* fix: trim year-end tool metadata
2026-08-13 15:55:01 +02:00
Mattsson 9be20b4274 test(bookkeeping): use hotel account in VAT fixture (#1587) 2026-08-13 15:54:31 +02:00
3829b6add3 fix(ai): complete plain-key self-hosting path (#1584)
* feat(ai): resolve the Claude backend from the environment

Tier 1 of #1406: a self-hosted deployment can now run every AI feature on a
plain ANTHROPIC_API_KEY, with no AWS account. Hosted behaviour is unchanged.

lib/ai/provider.ts resolves the backend once, from the environment:

  AI_PROVIDER              explicit override, bedrock|anthropic
  AWS static key pair      Bedrock
  ANTHROPIC_API_KEY        the direct Anthropic API
  nothing set              Bedrock, so the AWS credential provider chain
                           (instance profile, IRSA) still resolves

Bedrock deliberately wins when both credential sets are present. EU residency
in eu-north-1 is a BFL/GDPR posture rather than a default, so adding an
Anthropic key for an experiment must not silently move production inference
out of the region. AI_PROVIDER is the way to say you meant it.

Model ids are written bare in code and prefixed to eu.anthropic.* only for
Bedrock, which needs the cross-region inference profile for on-demand
throughput. An operator override that already carries a prefix passes through
untouched, so BEDROCK_MODEL_ID and friends keep working as written.

Converted call sites: the agent composer, invoice-inbox extraction, the
document-extraction model label, and both receipt-hunt clients. The last two
are not named in the issue, which predates receipt-hunt landing in main.

@anthropic-ai/sdk is declared at 0.95.0, the version @anthropic-ai/bedrock-sdk
0.29.1 already pulled in transitively, so the lockfile dedupes to one copy
with no new download.

scripts/smoke-bedrock.ts becomes scripts/smoke-ai.ts and grows two steps.
Unit tests can only prove which provider and model id get resolved; they
cannot prove the resulting request is one the backend accepts. The script now
sends real traffic over all three shapes the app uses: a plain create, a
streamed turn carrying adaptive thinking, an effort level, an hour-long cache
breakpoint and a tool, and document extraction end to end when given a file.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Signed-off-by: Bjorn Bergenheim <29535152+bjornbergenheim@users.noreply.github.com>

* docs(self-hosting): document the AI smoke test

The script added alongside the provider split is what closes the #1406
acceptance criterion ("document extraction and the assistant both work"), so
a self-hoster needs to know it exists. Covers both invocations and states
that it exits non-zero, which is what makes it usable as a post-deploy check.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Signed-off-by: Bjorn Bergenheim <29535152+bjornbergenheim@users.noreply.github.com>

* test(ai): split the smoke test's thinking probe from its tool probe

The combined probe could not falsify what it claimed to. It asked a question
that needs a tool call, so the tool was used and adaptive thinking correctly
declined to reason about it: the zero thinking-block count that came back was
uninformative rather than a signal.

2a keeps the tool and drops thinking. 2b asks a question with several
dependent steps (reverse charge, then a partial deduction, then the affected
boxes) so that a model honouring the parameter must reason, and reports the
thinking text length as well as the block count, since display:"summarized"
can yield blocks with empty text.

The cached system prompt is also padded past the 1024-token minimum cacheable
prefix. Below that the API caches nothing and reports no error, so the old
probe's cache counters read zero whether or not caching worked.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Signed-off-by: Bjorn Bergenheim <29535152+bjornbergenheim@users.noreply.github.com>

* fix(document-extraction): stop requiring AWS_REGION in the manifest

The extension now needs one of two credential sets, AWS static keys or
ANTHROPIC_API_KEY, and the manifest schema cannot express "one of". Since
requiredEnvVars only drives a build-time warning and never gates anything,
listing AWS_REGION told every self-hoster running the direct API to set a
variable that has no effect for them.

The description was also still promising Sonnet 4.6 via Bedrock specifically,
which is no longer what the extension does.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Signed-off-by: Bjorn Bergenheim <29535152+bjornbergenheim@users.noreply.github.com>

* fix(ai): read documentKind defensively in the smoke test

The field arrived with the receipt-aware extraction work, so referencing it
directly stops the script compiling against any checkout from before that
landed. tsconfig includes **/*.ts and next.config does not disable type
checking, so on such a checkout this failed the production build rather than
just the script: caught while preparing a test branch for a self-hosted
instance that had not synced yet.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Signed-off-by: Bjorn Bergenheim <29535152+bjornbergenheim@users.noreply.github.com>

* fix(deps): restore the nested @swc/helpers entry in the lockfile

Declaring @anthropic-ai/sdk with `npm install --package-lock-only` also pruned
node_modules/next-intl/node_modules/@swc/helpers@0.5.23, an optional peer entry
the local npm 11 considers redundant and the image's npm 10.9.8 does not. The
result passed every local check and failed `npm ci` inside the Docker build,
which is the only place the lockfile is actually enforced.

The lockfile is now the previous one plus the single root dependency line,
verified with `npm ci --dry-run`. @anthropic-ai/sdk needed nothing else: it was
already in the tree as a transitive dependency of @anthropic-ai/bedrock-sdk.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Signed-off-by: Bjorn Bergenheim <29535152+bjornbergenheim@users.noreply.github.com>

* Update DECISIONS.md

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>

* Update Docker documentation for AI provider credentials

Clarify the role of credentials in AI provider selection and document extraction requirements.

* Update SELF-HOSTING.md with smoke-ai script details

Clarify usage of smoke-ai script for credential checks and document extraction.

* Improve error handling and logging in smoke-ai script

* fix(ai): complete plain-key self-hosting path

Signed-off-by: Emil <emilmattsson14@gmail.com>

---------

Signed-off-by: Bjorn Bergenheim <29535152+bjornbergenheim@users.noreply.github.com>
Signed-off-by: Emil <emilmattsson14@gmail.com>
Co-authored-by: Bjorn Bergenheim <29535152+bjornbergenheim@users.noreply.github.com>
Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
2026-08-13 15:45:24 +02:00
Mattsson 0c3864cae5 fix(payroll): normalize KU10 organisation numbers (#1583)
Normalize KU10 employer identities to Skatteverket's 12-digit schema format, validate the structural XSD contract, correct FK201's XML element name, and add focused sourced tests. Resolves #1410.
2026-08-13 15:39:49 +02:00
a82f126031 docs(bookkeeping): audit + runbook for template-caused mis-bookings (#1398)
* docs(bookkeeping): audit + runbook for template-caused mis-bookings

Two of the template defects fixed this week produced postings that SUCCEEDED
and are still sitting in customers' huvudbocker: travel_hotel debited 5820
Hyrbilskostnader instead of 5830 Kost och logi (#1397), and the representation
template deducted 25% input VAT on a 12% restaurang supply (#1396). Fixing a
template only changes future postings.

Follows the pattern already established by SETTLEMENT_ACCOUNT_REMEDIATION.md
for the same class of problem: read-only detection, per-entry evidence review,
staged storno with explicit approval, no automated bulk mutation.

Deliberately excludes vehicle_parking (5614) and it_cloud_hosting (5421). Those
named accounts that never existed in BAS, so account-backfill could not seed
them and every booking failed. Nothing was posted, nothing to remediate.

Detection is by account signature and is diagnostic only, because there is no
provenance link from a posted entry back to the template that produced it:
template_id lives on mapping_rules, not on journal entries. Both signatures
have legitimate shapes (5820 IS correct for real car hire; representation at
25% IS lawful when the supplier charged 25%), so a row is a question and never
a verdict.

The classifier is verified against seeded probes rather than assumed: a hotel
booked to 5820 with a hotel counterparty ranks high, a genuine car hire on 5820
falls to manual review, a 25% representation ranks high, and a correct 12%
representation does not appear at all. Query confirmed to run against the real
schema (the lock date lives on company_settings, not companies).

The runbook records what BFL 5 kap 5 § actually requires: both tracks, that
storno is the only one available once a period is locked or the bookkeeping has
been relied upon, and that there is NO numeric materiality threshold in BFL.
Materiality decides whether a historical correction is worth making, never
whether a silent one is allowed. For the VAT defect it also flags that a filed
momsdeklaration makes this an omprovning question, not just a ledger one.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* docs(bookkeeping): harden template misbooking audit

* fix(bookkeeping): retain mixed voucher audit candidates

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
Co-authored-by: Emil <emilmattsson14@gmail.com>
2026-08-13 15:30:20 +02:00
7ae3477b36 fix(mcp): page list tools past PostgREST's silent 1000-row cap (#1572)
gnubok_list_accounts returned exactly 1000 rows for a full BAS 2026 chart
(1290 accounts) with no truncation signal: PostgREST caps un-ranged selects
at 1000. Wrap the query in fetchAllRows, paging on the unique account_number
and re-sorting by sort_order in JS so the visible order is unchanged. Same
fix for gnubok_list_customers, gnubok_list_suppliers and gnubok_list_articles
(paged on id, re-sorted by name), the Accounted://chart-of-accounts resource,
and the REST v1 accounts.list route. All output schemas and registry metadata
unchanged.

Also note on gnubok_audit_package download_url that the signed URL points at
the Supabase storage host, so restricted-egress proxies may 403; offset the
added prose by trimming the same tool's own descriptions to keep the
tools/list payload under the 59K ceiling.

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-13 15:30:12 +02:00
Mattsson 36393b1f8d fix(mcp): correct e-invoice capability guidance (#1580)
Closes #1577. Native Peppol and EN 16931 support remains tracked in #546.
2026-08-13 15:29:32 +02:00
9c891ee72d fix(import): SEB CSV imports survive BOMs and bad format choices (#1565)
* fix(import): handle BOMs at the byte level in decodeFileContent

Inspect leading bytes before decoding: EF BB BF strips the UTF-8 BOM and
decodes the remainder (falling back to Windows-1252 for the remainder only,
so the fallback can no longer produce a literal mojibake prefix), and
FF FE / FE FF decode as UTF-16LE/BE. stripBOM additionally strips a literal
mojibake BOM prefix for string paths pre-decoded elsewhere.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(import): make an explicit SEB choice at least as good as auto-detect

Three changes for the SEB bank CSV report:

- parseBankFile: when an explicit format parses 0 transactions, fall back
  to auto-detection; a different format that parses rows is returned with a
  prepended info issue naming both formats. A working explicit parse is
  never overridden, and explicit generic_csv (the manual mapping escape
  hatch) is exempt.
- SEB profile: sniff the header delimiter (';' vs ',') and split with the
  quote-aware parseCSVLine; accept a bare Datum date column as a lowest
  priority tier in parse only, never in detect. Its user-reachable issue
  strings are now Swedish.
- Import page: when a parse yields 0 transactions, show the parser's real
  issues instead of only the generic no-transactions hint.

The v1 agent route now decodes through the shared decodeFileContent and
stamps external ids, import_source, and the stored file format from the
format the parse result actually carries, so fallback imports dedup
identically to auto-detected ones.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* docs(api-v1): the bank import route also decodes UTF-16

CodeRabbit on #1565: decodeFileContent gained UTF-16LE/BE BOM support
but the route overview and the registered endpoint description still
listed only UTF-8 / Windows-1252. Skill regenerated (apiskill:generate).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-13 15:22:19 +02:00
0d3ba5268d fix(transactions): close the booking duplicate guard's blind spots (#1573)
* fix(transactions): close booking duplicate guard blind spots G1-G3

The booking-time duplicate guard missed the most common bank-fee twin
shapes:

- G1: the sibling scan matched on the EXACT date only, so a duplicate
  import with a drifted date (CSV bokforingsdag vs PSD2 valutadag) was
  invisible. The scan now uses a +-3 day window with a deterministic
  ranking where exact-date candidates always outrank drifted ones
  (force=true re-detection stays bound to the reviewed candidate).
- G2: booked-ness required transactions.journal_entry_id, so bulk-booked
  (transaction_voucher_links) and multi-allocated (invoice_payments /
  supplier_invoice_payments) siblings read as unbooked. The scan now
  batch-fetches the anchor rows and resolves the verifikat via
  getPrimaryJournalEntryId (is_transaction_booked semantics).
- G3: the ledger scan excluded every voucher linked to any transaction,
  so a voucher booked from a date-drifted duplicate row escaped BOTH
  halves and the booking proceeded with no warning. A voucher whose
  linking transaction itself matches the target (same ore in the same
  currency, compatible cash account, date in the window) is now returned
  as the twin with transaction_id set.

All candidate picks keep explicit total-order tiebreakers so a force
re-detect returns the same candidate the user reviewed, and the
SEK-or-null amount contract is unchanged.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(transactions): offer match/ignore for sibling duplicates and route all 409s into the dialog

The duplicate dialog hid its match action for sibling-transaction
candidates (canMatch required transaction_id === null), so the user who
most needed steering saw only 'Bokfor anda'. manualLink explicitly
allows N:1 links, so the match action is now offered for both candidate
kinds. Sibling candidates get question-form body copy ('vill du matcha
mot verifikatet i stallet?') and an additional 'Ignorera transaktionen'
action via the existing POST /api/transactions/[id]/ignore, which is the
correct resolution when the row itself is a duplicate import (matching
would double-count the bank side, booking the ledger side).

Two clients dead-ended the TRANSACTION_BOOK_POSSIBLE_DUPLICATE 409 in a
destructive toast with no way forward:

- the counterparty-template branch of handleQuickReviewConfirm now sets
  the shared duplicateWarning state exactly like runCategorize, with the
  force retry bound to the reviewed candidate's voucher
- BankReconciliationView's quick-book now opens the same dialog, with
  match/ignore refreshing the reconciliation lists

New sv/en strings: dialog_duplicate_body_sibling,
dialog_duplicate_ignore, dialog_duplicate_ignore_failed. File-level
parity tests pin the 409 routing and the dialog affordances.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(transactions): duplicate guard on the bulk-book samlingsverifikation path

/api/transactions/bulk-book never called detectBookingDuplicate, so a
batch containing an already-booked twin minted a second verifikat with
no warning. The route now runs the shared per-tx guard before the RPC,
with intra-batch exclusions (the other selected txs are distinct events
the user picked, and the link-existing target voucher is the batch's own
destination), returning 409 TRANSACTION_BOOK_POSSIBLE_DUPLICATE with the
candidate and the flagged tx id.

BulkBookDialog routes the 409 into DuplicateBookingDialog for review
(view voucher / cancel / book anyway) instead of a dead-end toast;
'Bokfor anda' re-runs the batch with force=true. On force the route
re-detects and records each dismissed candidate as
BankTransactionDuplicateDismissed in behandlingshistorik (BFNAR 2013:2
kap 8), parity with the /categorize bypass. Detection failures stay
fail-open. Note: the MCP RPC twin (gnubok_bulk_book_transactions)
bypasses this route and remains unguarded; guarding inside the RPC needs
a migration and is out of scope here.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(transactions): gate the duplicate-dialog ignore hint on the action being present

The sibling body copy mentioned ignoring the row, but two render sites
(the manual booking form and the bulk dialog) show sibling candidates
without the ignore action. The guidance now lives in a separate
dialog_duplicate_ignore_hint string rendered only when the Ignorera
button itself renders, so copy never points at a button that is not
there.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-13 15:21:55 +02:00
1b829883ae feat(reconciliation): promote bulk matching and bridge it from the inbox (#1571)
* feat(reconciliation): accept confidence_threshold on the bank run route

Mirror the v1 route: RunReconciliationSchema gains an optional
confidence_threshold (0..1) that passes through to runReconciliation as
the server-side floor on the apply path. The UI sends 0.85 with a
strong-only apply so a pair the fresh re-run scores lower is skipped
instead of committed; omitting it keeps the legacy behavior where every
selected pair applies.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(reconciliation): promote the bulk match flow and bridge it from the inbox

The dry-run preview with pre-ticked strong matches existed but was never
found: users matched whole migrations row by row. Three discoverability
changes, no engine changes:

- Bankavstamning: an attention line above the toolbar while unmatched
  transactions exist and no preview has run, with Forhandsgranska
  promoted to the filled variant. When every ticked preview pair is a
  strong match (>= 0.85) the apply button relabels to 'Matcha X starka
  traffar' and the apply sends confidence_threshold 0.85; mixed
  selections keep the plain label and omit the floor so manually ticked
  weaker pairs still apply.
- Autorun bridge: ?autorun=1 on /reports/bank-reconciliation runs the
  preview once, only after appliedDates is set and not while datesDirty,
  so it can never cover a different window than the on-screen lists.
- Transactions inbox: with >= 5 unbooked bank rows visible, an attention
  line links to the reconciliation with autorun (static text + count, no
  probe; the preview is the honest source of how many actually match).

The review step stays: autorun lands on the preview table, one click
from apply, and the server intersection guard is untouched.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-13 15:21:27 +02:00
1eebb75269 feat(transactions): move an unbooked transaction to another cash account (#1570)
A bank transaction that ingested under the wrong cash account (or with no
account at all: legacy connections, own-account transfers the backfills
deliberately skipped) surfaces under the primary account's reconciliation
and can never be matched on the account it belongs to, because
cross-account matching is deliberately blocked. There was no first-party
way to fix the binding.

New PATCH /api/transactions/[id]/cash-account moves a movable staging row
(not booked, not invoice/supplier-invoice matched, not anchored via
transaction_voucher_links) to another of the company's cash accounts,
addressed by its BAS 19xx ledger account. Cross-currency moves are
hard-rejected (the row would vanish from every report's currency scope),
and the movable gate is re-asserted atomically in the UPDATE filter
against a concurrent book/auto-match, mirroring the title route. The tvl
check runs as a pre-check query since PostgREST cannot express NOT EXISTS
in an update filter; a tvl row appearing concurrently implies the booking
flow, which sets its own transaction state.

UI: 'Flytta till annat konto' in the transaction inbox row menu (opens a
radio-list dialog of the enabled cash accounts, current one preselected
and disabled) and direct 'Flytta till {name}' items in the bank
reconciliation unmatched-row menu that PATCH and refetch the view.

New structured error codes: TRANSACTION_MOVE_BOOKED,
TRANSACTION_MOVE_UNKNOWN_ACCOUNT, TRANSACTION_MOVE_CURRENCY_MISMATCH.

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-13 15:20:14 +02:00
c420fd2aa1 refactor(transactions): drop the Q1-Q4 chips from the period filter (#1579)
The quarter chips (#1545) appeared only once a rakenskapsar was chosen,
pushed the filter row out of alignment, and on a brutet rakenskapsar
they were fiscal-year quarters rather than momsdeklaration quarters, so
they misled more than they scoped. The rakenskapsar filter itself (the
user-requested half) stays; lib/transactions/period-filter.ts keeps its
quarter helpers and tests since resolvePeriodBounds still serves the
full-year bounds.

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-13 15:17:03 +02:00
d583a4e5bb fix(supplier-invoices): gutter between table columns on the invoice detail (#1578)
The Rader and Betalningshistorik tables carried no horizontal cell
padding, so a right-aligned column ran flush into the next left-aligned
one: the headers read ANTALENHET / A-PRISKONTO / BELOPPVERIFIKATION and
the cells read "1st", "8 985 kr5010" and "11 231 krb9da9d7c". Every
column after the first now gets a pl-4 gutter, matching the dry-table
spacing (TD_CLASS px-4).

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-13 15:16:52 +02:00
0643316ac8 feat(import): show SIE import history with undo on the import tab (#1574)
* feat(import): show SIE import history with undo on the import tab

The list route (GET /api/import/sie) and the undo route (DELETE
/api/import/sie/[id]/undo) both existed, but no UI ever called the list:
once the post-import result screen was gone, past imports could not be
seen or undone. Add a fold-open 'Tidigare SIE-importer' row on the
Importera tab (same expanded pattern as the cloud-backup row) that
lazy-loads a history table: filename, date, fiscal year, voucher count,
status, and an undo button on completed rows. Undo confirms through
DestructiveConfirmDialog (voucher count, IB cleared, documents detached
but kept; plus a voucher-gap warning for large imports), keeps the
dialog open for the long-running DELETE, and refetches on completion.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* test(import): cover the SIE list and undo routes

The base list route had no test file (its siblings all do) and the undo
route was only covered indirectly. Add route tests through the real
withRouteContext wrapper: 401, the { data, count, limit, offset } shape
with company scoping and range math, the status filter, and the
Swedish 500 path for the list; 401, 403 viewer, the
{ success, deletedEntries } passthrough, and the SIE_UNDO_FAILED
envelope (reason in details) for undo, with undoSIEImport mocked.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-13 15:16:41 +02:00
e1f13f870a feat(import): warn about already-imported rows in the bank-file wizard (#1567)
* fix(transactions): paginate the ingest dedup maps past the 1000-row cap

buildExistingTransactionMaps issued un-paginated selects for the booked and
unbooked dedup maps, so PostgREST silently truncated each at 1000 rows: a
re-import over a wide date range in an active company deduped against a
partial map and inserted everything past the cap as duplicates. Both queries
now go through fetchAllRows with a stable .order('id') for range paging.

Also exports the function and its types for the upcoming read-only duplicate
preview, which must share the exact stored-row universe execute-side ingest
dedups against.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(import): add read-only duplicate preview endpoint for bank files

New POST /api/import/bank-file/check-duplicates (withRouteContext + Zod,
transactions capped at 20000) computes external_ids with the exact
generateExternalId(tx, format, index) derivation execute uses and runs
previewDuplicates: Layer-1 id collisions plus the Layer-2 text bridge with
counting semantics and the currency guard, against the same stored-row maps
ingest builds (buildExistingTransactionMaps). The result is advisory; execute
stays authoritative and mirrors/settlement-account guards are documented
preview/execute differences.

A dedicated endpoint because the generic_csv path re-parses client-side and
never re-hits /parse. Also removes the dead existing_transaction_count field
from the parse response (a raw date-range count consumed by nothing).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(import): surface duplicate rows in the bank-file import wizard

Overlapping bank imports used to dedup silently: the wizard promised
'Importera N transaktioner', ingest skipped the twins, and the user saw fewer
rows than parsed with zero explanation. The wizard now calls check-duplicates
after a successful parse AND inside handleColumnMappingConfirm (the
generic_csv path never re-hits parse), and:

- BankFilePreviewStep: warning card in the AlertTriangle pattern ('{count}
  rader finns redan', skipped automatically) plus a 'Finns redan' badge on
  flagged rows in the 50-row table
- BankFileConfirmStep: repeats the summary card (generic path skips preview)
  and the CTA counts 'Importera {parsed - duplicates} transaktioner'
- BankFileResultStep: renders result.duplicates when > 0, closing the loop
  ingest.ts documents as unrendered

Execute semantics unchanged: all rows are sent, ingest skips; the preview is
advisory and never promises an exact final number. New strings in both
messages/sv.json and messages/en.json next to the import_psd2 anchors.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-13 15:16:29 +02:00
7ccaab7a08 fix(agent): contain the floating assistant panel on open and resize (#1575)
A persisted float rect saved at the viewport edge, or on a larger
monitor, passes clampFloatRect (which only keeps 48px reachable so a
live drag may deliberately hang off an edge) and renders the panel as
a 48px sliver on every open. Add containFloatRect, which snaps the
whole window inside the viewport, and an AgentSheet effect that
validates the persisted rect on sheet mount and on viewport resize
and persists the corrected position. The rect is read through a ref
so drag commits do not re-trigger containment: parking the window
half off-screen still works within a session. The live drag path and
clampFloatRect are unchanged, and containFloatRect's output is always
a fixpoint of clampFloatRect, so the render clamp stays a no-op.

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-13 15:14:34 +02:00
78a581bca1 fix(import): guard against CP437-as-CP1252 mojibake entering via pre-decoded SIE text (#1569)
* refactor(arcim-migration): remove the dead gateway SIE export path

fetchSIEExport and SIEExportFile have had zero callers since the direct
provider clients replaced the Arcim Sync gateway (#181, #718). The path
returned SIE as a pre-decoded string, and the gateway's decode of CP437
bytes as windows-1252 is what wrote the 2026-03-17 mojibake into posted
entries. Deleting it makes the string-typed SIE fetch impossible to
re-wire; a comment marks the grave. The consent lifecycle and entity
accessors stay untouched.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(import): warn when SIE text carries CP437-as-CP1252 mojibake

The 2026-03-17 migration wrote mojibake ("L"neutbetalning"-style C1
specials) into posted entries because the retired gateway handed the
/import-sie handler an already-decoded string: byte-level encoding
detection never saw it, and nothing downstream checked. The live bug is
gone; this is the tripwire so the signature can never land silently
again.

- lib/import/sie-artifact-scan.ts: pure scanner over parsed SIE account
  names and voucher/line descriptions, reusing hasCp1252Artifact from
  charset-repair; flags at >= 2 hits so a lone legitimate curly quote or
  apostrophe cannot false-positive a whole file.
- arcim-migration /import-sie: warn-never-block; the Swedish warning
  rides on result.warnings, which the workspace UI already renders, plus
  a server-side log.warn.
- wizard parse route: same scan, surfaced through the existing
  parse-issue warnings card in the preview, pointing at the first
  affected line.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* test(bookkeeping): pin the reported gateway mojibake strings

Adds the four strings reported from the affected company's journal as
reverse_cp437 cases (all reverse losslessly) plus a false-positive
guard: space-padded typography must never route into the CP437
reversal.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-13 15:14:23 +02:00
c4adc8eb7d fix(salary): stop RLS from failing vab/parental absence registration (#1568)
Migration 20260517135000 rewrote the franvaro-specifikationsnummer trigger
functions to insert audit rows into salary_absence_franvaro_audit, a table
with RLS enabled and zero policies, while leaving the functions SECURITY
INVOKER (its comment claimed implicit SECURITY DEFINER, which is false in
Postgres). Every vab/parental insert from role authenticated (dashboard
absence POST, web /pending approval, in-app Assistenten chat) then failed
with 42501, surfaced as a generic 500, and left no diagnosable trace.

- New migration 20260813120000: ALTER both trigger functions to SECURITY
  DEFINER with search_path pinned to public, pg_temp. No RLS policy is added
  on the audit table: trigger/service-only writes stay the design intent.
- mapInsertError: 42501 now maps to the new bilingual DB_PERMISSION_DENIED
  code instead of INTERNAL_ERROR, and 23514 is split so only the 24h-cap
  trigger's 'Total tid' message becomes ABSENCE_HOURS_CONFLICT; other CHECK
  violations map to VALIDATION_ERROR.
- commitRegisterAbsence/commitDeleteAbsence: log the underlying PG details
  and persist the sanitized structured code in result_data.error_code so the
  next failure is traceable from the op row.
- Dashboard absence route: only ABSENCE_HOURS_CONFLICT passes details.message
  through to the client; every other code shows the registry Swedish message
  instead of raw Postgres text.
- New pg-real regression test locks the authenticated-role parental/vab
  insert path, the shared per-month specnummer sequence, the audit rows, and
  idempotent upsert retries.

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-13 15:12:32 +02:00
ebeaeec80e docs: decision log for the 2026-08-13 feedback batch (#1576)
Ten entries for the Johan Lind feedback fixes (PRs #1565-#1575): the
non-obvious calls live here in one commit instead of ten conflicting
appends, per the standing concurrent-PR DECISIONS.md conflict gotcha.

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-13 15:12:19 +02:00
f8507d38ae fix(settings): land Medlemmar clicks on the members section (#1566)
The user-menu link pointed at /settings/team, but in-app navigation is
intercepted by the settings modal, whose section map has no team entry:
unknown sections fall back to Företag, leaving the user to scroll and
find Medlemmar themselves. Link to /settings/company#members instead,
and scroll the members section into view when it mounts (ref callback,
since the content mounts after the settings fetch). The hash is cleared
after scrolling so tab-switching back to Företag stays put.

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-13 14:36:58 +02:00
MattssonandClaude Fable 5 5769e35869 fix(api-v1): propagate underlag when booking via v1 categorize routes (#1564)
The v1 categorize and batch-categorize routes create the journal entry
via createTransactionJournalEntry directly and never ran the shared
underlag propagation, so a booking made through the API-key surface
left the transaction's pinned document unanchored and matched inbox
items unstamped: the same "Underlag saknas" gap #1560 closed for the
dashboard, /book and bulk-book paths, surviving on this one surface.

Both routes now call propagateUnderlagForBookedTransaction after the
CAS write succeeds (only when this request owns the booking; skipped on
partial success and lost CAS races). Best-effort by contract, same as
every other caller: a propagation failure is logged inside the helper
and never fails the booking.

Also adds the attach-after-bulk-book unit test salvaged from the closed
duplicate PR #1559: a document pinned to a bulk-booked transaction
(verifikat anchored via transaction_voucher_links) is anchored against
the samlingsverifikat when attached after the booking.

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-13 13:48:01 +02:00
MattssonandClaude Fable 5 d9dddba682 fix(transactions): anchor the pinned document to the verifikat on booking (#1560)
A document pinned to a transaction (transactions.document_id) with no
unconsumed inbox item was never anchored onto the verifikat when the
transaction was booked: document_attachments.journal_entry_id stayed
null and every underlag surface reported "Underlag saknas" for a
booking that HAS its underlag (attach-before-book via the manual
booking dialog, the 2026-08-13 user report).

PR #1547 already routed /book, bulk-book and categorize through the
shared propagateUnderlagForBookedTransaction helper, but that helper
only walked matched inbox items. This adds a pinned-document leg to the
helper, so all booking paths anchor the pin in one place:

- the pin is read fresh inside the helper (not from the caller's
  pre-booking snapshot) so a concurrent attach is still anchored
- same guard semantics as inbox docs, via the extracted
  anchorDocumentToJournalEntry: no-op when already anchored to this
  verifikat, never steal another verifikat's underlag, log-and-continue
  on failure (the booking is already posted; a re-run repairs the link)
- the bulk-book RPC already anchors pins atomically, so the leg no-ops
  there

Route tests cover the three plan cases: pinned doc anchored, matched
inbox item stamped, and propagation failure never failing the booking.

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-13 11:50:03 +02:00
314efe8b22 fix(design): stop synthesizing bold on Hedvig display headings (#1555)
* fix(design): stop synthesizing bold on Hedvig display headings

Hedvig Letters Serif ships weight 400 only, but the h1-h3 base rule
forced font-weight 500 and DialogTitle/SheetTitle stacked font-semibold
on top, so every display heading rendered browser-synthesized bold: the
smudged heavy look on dialog titles and page headings. Drop the base
rule to 400, remove the weight utilities from the title primitives, and
sweep the 41 files that hand-set font-medium/semibold/bold on serif
headings (a pattern design.md already forbids). Headings that opt into
font-sans keep their weight.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(design): drop empty className left by the weight sweep

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-13 11:27:25 +02:00
e51a2c8102 refactor(design): no amber boxes, attention is one ochre sentence (#1562)
The founder wants the yellow boxes gone everywhere. The design system
already agreed: status colors are data, not chrome (convention 12) and
attention is a single ochre sentence, never a banner (convention 6).
This enforces it:

- ConfirmationDialog: the amber warning panel is now an AttnLine, and
  the hardcoded Swedish default warningText is gone: it injected an
  immutability warning into dialogs whose authors never asked for one
  (every current caller passes the prop explicitly, so no behavior
  change at any call site).
- Badge warning variant: amber fill replaced with a hairline chip and
  ochre text.
- DestructiveConfirmDialog warning variant: neutral icon disc, default
  primary confirm button (only --destructive survives as chrome).
- BankSyncStatusChip stale state: same neutral shape as the healthy
  chip, ochre text carries the signal.
- SandboxBanner: solid amber bar becomes secondary-on-border chrome.
- BankIdAuth, BankIdCompanyPicker, SessionTimeoutModal: the last three
  raw-amber (bg-amber-*) holdouts moved onto tokens, the company-picker
  banner becoming a plain AttnLine.
- Mechanical sweep of the ~58 hand-rolled bg-warning/border-warning
  boxes across 45 files: fills to bg-muted/30 (icon discs bg-muted),
  borders to border-border, text-warning-foreground to text-attn. The
  account-class dots in account-number.tsx keep bg-warning: they are
  data indicators, not chrome.

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-13 11:20:16 +02:00
abff8d90f6 refactor(ui): validation as errors on attempt, help text behind the ? (#1561)
The founder flagged the app as bloated with standing instructional text.

Ny verifikation: the what's-missing lines (Ange en beskrivning, Minst
två rader...) rendered from the first frame because their only gate was
form validity, which an empty form fails: instructions dressed as
validation. The submit buttons now stay enabled and an attempt on an
incomplete form is what surfaces the lines, in destructive red, per the
error-on-submit idiom. The Enter-to-advance flow keeps the old
completeness predicate so navigation is untouched.

Matcha mot befintlig verifikation: the two-sentence explainer moved
behind a ? (HelpPopover, convention 7), the N:1 note tightened, the
Visa även matchade switch became a quiet link (switches are settings
idiom), and Stark träff, the normal auto-selected case, renders as
muted text instead of a chip (chips mark exceptions, convention 5).

Deleted always-visible paraphrase lines and their orphaned keys:
items_card_description, picker_description, references_subtitle,
sort_stack_hint, dimensions hints, document_help, and the dead
fill_balance_hint key that had no render site at all.

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-13 11:20:00 +02:00
1e9f245f7c refactor(agent): keep the assistant in the nav, FAB and underlag flow only (#1557)
The founder wants the scattered per-page assistant buttons gone: the
assistant is reachable from the nav and the floating tab everywhere, so
in-page duplicates were noise. Removed the AgentSparkleButton call sites
(year-end, verifikat detail, supplier invoice detail, invoice editor)
and the now-orphaned component, the soft hand-off link in the Ny
verifikat modal (plus its i18n keys), and the transaction-row overflow
item. Kept: nav entry, floating tab, the Dokumentinkorg flow, and the
sanctioned "Skapa med assistent" split-button mode on /bookkeeping
(design.md convention 14).

The command palette's hand-off entries hardcoded the agent name "Anna";
they now use the identity from AgentSheetProvider like every other
affordance, and hide until agent onboarding is done (same gate as the
FAB).

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-13 11:19:45 +02:00
5453f11330 fix(design): keep sortable table headers uppercase (#1558)
The sortable headers on /bookkeeping and /invoices wrap their label in a
button, and preflight's text-transform: none on buttons swallowed the
uppercase from TH_CLASS, so sorted lists showed sentence-case heads next
to every other table's uppercase idiom. Re-apply uppercase on the sort
control itself.

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-13 11:19:35 +02:00
18755a37ec fix(underlag): render the workspace skeleton while the route loads (#1556)
The extension loading.tsx branched on an x-pathname request header that
middleware only ever set on the response, so the pathname always read
empty, the fullscreen branch was dead code, and Dokumentinkorg loaded
behind the old inline-shell silhouette. Branch on the client pathname
instead (same convention as the dashboard loading.tsx), and extract the
skeleton into one shared component used by both the route fallback and
the workspace's client-fetch state, updated to the post-rebuild layout:
full-bleed, no card wrapper, filter dropdown instead of the removed
pill row.

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-13 11:19:00 +02:00
8f1b1fb5cd feat(ui): company monogram in user menu + mobile web touch polish (#1531)
* feat(ui): replace generic building icon with company monogram in user menu

The company row and switcher flyout in the sidebar user menu showed
lucide Building2 for every company. Render the company's initial in a
small rounded square instead (square = company, circle = person), so
each company gets a mark of its own.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(mobile): touch behavior polish for the mobile web experience

- kill -webkit-tap-highlight-color flash; touch-action: manipulation on
  interactive elements (no double-tap-to-zoom wait); user-select: none
  on buttons (long-press no longer enters text selection)
- overscroll-behavior-y: contain on html/body: pull-to-refresh no longer
  hijacks list scrolling, inner scrollers stop chaining to the document
  (contain, not none, so iOS rubber-banding survives)
- 16px font-size floor for form fields on coarse pointers: iOS Safari
  stops zooming into focused inputs; desktop keeps text-sm
- min-h-screen -> min-h-dvh everywhere: correct height under collapsing
  mobile browser chrome, identical on desktop
- active: variants mirror hover: on Button: Tailwind 4 gates hover:
  behind (hover: hover), so touch devices previously got zero pointer
  feedback
- theme-color now tracks the app: default was a leftover blue #304D83;
  SSR emits white and ThemeColorSync mirrors the computed --background
  into the meta tag across dark mode and palette switches

Hover-stuck-after-tap and viewport-fit/safe-area were already covered
(Tailwind 4 hover gating; existing viewportFit: cover + safe-area
utilities).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* docs: log monogram and overscroll decisions

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-13 10:41:45 +02:00
38a890c8d1 fix(underlag): carry the phone photo that is too big to send, and say why when we cannot (#1550)
* fix(whatsapp-inbox): register the channel question event types

Every follow-up question the WhatsApp intake asks has been failing its
processing_history append in production: ChannelQuestionAsked,
ChannelQuestionAnswered and ChannelQuestionExpired were never added to
the processing_event_types catalog the event_type FK points at.

appendQuestionHistory() catches and logs that failure by design, so the
reply to the sender still goes out and nothing looked broken from the
outside. What was lost is the durable record of the exchange, which is
part of how the underlag was obtained (BFNAR 2013:2 kap 8).

Catalog rows only: aggregate_type 'System' already passes the CHECK.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* fix(underlag): say why an upload failed, and get out of an expired session

A user reported that none of the three ways to add a receipt from a
phone worked, all of them answering "Uppladdning misslyckades. Nagot
gick fel, forsok igen" immediately. Production told us nothing: every
upload request that reached the route in the same 24 hours returned 200.

Both halves of that are the same bug. The workspace read failures as
`throw new Error(json.error)`, which loses a body that is not JSON (the
res.json() call throws first) and stringifies the structured envelope to
"[object Object]", so anything the route did not answer with a plain
string arrived as the generic fallback. The middleware 401 for an
expired cookie session is exactly that envelope shape, and a phone tab
left open is exactly where the session expires unnoticed: the
controller's timers are throttled in the background, so the request the
user just made is what finds out.

Now the response is resolved where it fails, through the house helper
that already knows the status map, and an expired session is announced
on the session-timeout BroadcastChannel so the controller signs out and
routes to /login the same way it does for an expired heartbeat. Failed
uploads also post metadata (status, size, mime type, resolved reason) to
/api/log, the one API path exempt from the timeout gate, so a request
answered before the route runs stops being invisible.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* fix(underlag): carry the phone photo that is too big to send

The reported failure was not the account and not the session: hosted
rejects any request body over 4.5 MB itself, before the function runs.
Measured against production, 4.4 MB reaches the route and 4.6 MB comes
back as a plain-text FUNCTION_PAYLOAD_TOO_LARGE. Nothing invokes the
function, so nothing lands in the logs, which is why one user's failing
uploads were invisible while every upload that arrived returned 200. An
iPhone photo in "Most Compatible" mode is 4-12 MB, so whether it worked
depended on whose phone took the picture. Meanwhile the route advertises
a 10 MB limit it can never be handed.

Photos are now re-encoded in the browser when they exceed what the
platform will carry: 2400px on the long edge at JPEG q0.85, stepping the
quality down only if that is not enough. That keeps the small print on a
receipt legible, which is what BFL 7 kap asks of an archived underlag
("varaktigt läsbart skick", a faithful reproduction), and a refusal is
not. What cannot be shrunk (a PDF, or HEIC where the browser will not
decode it) is refused before the upload starts, naming its actual size
and the limit rather than failing in transit.

413 joins the HTTP status map so a rejection we cannot pre-empt still
says what happened: the platform's body is plain text, so the status is
the only thing there is to translate.

Self-hosted Docker has no proxy in front of the app, so none of this
applies there and the route's own MAX_FILE_SIZE keeps governing.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-13 09:39:23 +02:00
MattssonandClaude Fable 5 98612fb0ac fix(providers): stop requesting unapproved Fortnox scopes that broke every connect (#1549)
PR #1541 added archive and connectfile to the Fortnox DEFAULT_SCOPES for
the voucher attachment import, but the registered Fortnox app does not
have those scopes approved in the Fortnox Developer Portal. Fortnox
rejects the authorize request with invalid_scope before login, which
broke every Fortnox connect in production within minutes of the deploy
(verified in Vercel runtime logs).

Remove the two scopes from the connect request; the attachment import
logic from #1541 stays fully intact and already degrades gracefully:
a 403 becomes PROVIDER_DOCUMENT_SCOPES_REQUIRED with a reconnect
follow-up card. Re-add the scopes once the portal registration has them
approved.

Also add charset=utf-8 to the OAuth callback HTML responses: without it
browsers render the Swedish error text as Latin-1 mojibake.

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-13 01:40:20 +02:00