Commit Graph
3 Commits
Author SHA1 Message Date
MattssonandClaude Opus 4.7 32d9978f1b Fix/chrome pdf preview csp (#572)
* feat: add option to exclude year-end closing entries in SIE export and related reports

* delete docs

* fix: allow Chrome's PDF viewer in verifikat document preview

The /api/documents/:id/inline route shipped with
`object-src 'none'` in its CSP, which blocked Chrome's built-in PDF
viewer (it renders inline PDFs via an internal <embed>). Users on
Chrome saw "Det här innehållet har blockerats" when expanding a PDF
attachment in the bookkeeping view; Firefox (PDF.js) and Edge (own
viewer) were unaffected, and JPGs worked because <img> isn't subject
to object-src.

Drops the CSP for this route to the minimum needed for embeddability:
`frame-ancestors 'self'`. X-Content-Type-Options: nosniff plus the
fixed Content-Type from the handler already block MIME confusion;
X-Frame-Options: SAMEORIGIN + frame-ancestors still block clickjacking.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(auth): add webmail deep link to email confirmation screens

Mirrors Stripe's signup UX: after asking the user to verify their email,
detect their webmail provider from the domain and show a button that
opens the inbox in a new tab. Gmail gets a from:<sender> search
pre-populated; Outlook/Yahoo/iCloud/Proton open the inbox directly.
Unknown / custom domains fall back to the existing copy.

Sender address is configurable via NEXT_PUBLIC_BRANDING_AUTH_EMAIL_FROM
(default noreply@gnubok.se) so white-label installs can match their
Supabase Auth SMTP config.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(auth): unblock first-time password set for BankID users with MFA

Supabase rejects updateUser({password}) and mfa.unenroll with "AAL2 session
is required" whenever a TOTP factor is enrolled. BankID magic-link logins
produce AAL1, and middleware skips MFA enforcement for bankid_linked users,
so they had no path to AAL2 — leaving them unable to set a backup password
or disable MFA without going through the email-recovery escape hatch.

- /api/account/password: branch on app_metadata.has_password. First-time set
  writes via service.auth.admin.updateUserById (no existing credential to
  protect, AAL2 guard does not apply). Change-password keeps the user-session
  updateUser so AAL2 still fires for credential rotation.
- /mfa/verify: accept a safeReturnTo query param and route there after
  successful verify, so step-up flows can land back where they came from.
- SecuritySettings: detect the AAL2 error from both change-password and
  mfa.unenroll and redirect through /mfa/verify?returnTo=/settings/account
  instead of toasting a dead-end error.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* Add tests and rounding utility for öre precision in bokslut calculations

- Implemented `roundOre` function for rounding SEK amounts to two decimal places, ensuring consistent monetary calculations.
- Introduced `ORE_TOLERANCE` constant for comparing rounded amounts, facilitating invariant checks in financial entries.
- Created comprehensive tests for `roundOre`, covering typical cases, edge cases, and idempotency.
- Added year-end invariants tests to verify database-level guarantees for closing entries, ensuring they balance to the öre and reject discrepancies.
- Developed end-to-end tests for the dispositions chain, validating the correctness of calculations across various scenarios.

* fix: update PDF rendering to remove Swish QR code generation and set default to disable Swish visibility

* fix: enhance security by rejecting data URIs in safeReturnTo function tests

* fix: improve rounding logic in roundOre function and add customer_type migration

* fix: add customer_type column to customers and enforce CHECK constraint

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Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-26 22:29:41 +02:00
Jakob WennbergandClaude Opus 4.7 74de71f7be feat(reports): PDF download for Resultatrapport and Balansrapport (#366)
* feat(reports): PDF download for Resultatrapport and Balansrapport

User feedback after merging #363: "Ladda ner PDF saknas för de nya
resultat- och balansrapporterna." The previous PR deferred PDFs to a
follow-up; this is the follow-up.

New operational PDF template (`operational-report-pdf-template.tsx`) with
two exports — ResultatrapportPDF and BalansrapportPDF. Mirrors the visual
style of the formal FinancialStatementPDF but **omits the yellow
"Arbetsutkast – ej undertecknat" disclaimer**, which only belongs on
draft årsredovisning per ÅRL 2:7 §. These are löpande reports, never an
årsredovisning at any stage.

Resultatrapport PDF: account / name / current period / prior period
(prior column hidden when no previous fiscal period exists), grouped by
BAS account class with subtotals and a "Beräknat resultat" summary line.

Balansrapport PDF: account / name / IB / UB / förändring per class 1 and
class 2, with the same Balanscheck card the on-screen view shows
(Summa tillgångar, Summa eget kapital + reserver + skulder, Beräknat
resultat ej bokslutsjusterat, Balanserar / Balanserar ej verdict).

Wired up "Ladda ner PDF" buttons on both ResultatrapportView and
BalansrapportView.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(reports): prevent PDF row truncation; align Balansrapport filename

Two crucial fixes from the PR review:

  - Drop wrap={false} from the outer group <View> in both PDFs. With
    wrap=false on a group exceeding one A4 page, @react-pdf/renderer
    silently clips overflow rows. Large class 1 (80+ active accounts on
    a real company) was at risk of dropping rows from the rendered file
    with no warning. Outer group now wraps; wrap={false} retained on
    individual rows and the subtotal so neither breaks mid-line.

  - Balansrapport filename anchor changed from period.end to
    period.start to match the convention used by resultatrapport,
    balance-sheet, and income-statement PDF routes. The Swedish
    compliance bot preferred period.end (snapshot semantics), Greptile
    preferred period.start (cross-route consistency); the latter wins
    because predictable sorting/renaming matters for archived
    räkenskapsinformation.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

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Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 17:02:52 +02:00
Jakob WennbergandClaude Opus 4.7 4822649c26 feat(reports): split operational Resultatrapport/Balansrapport from formal Räkning views (#363)
* feat(reports): add Resultatrapport and Balansrapport (operational reports)

Per user feedback (Anders Gengård): Swedish accounting practice (BFL 6 kap,
ÅRL Bilaga 1-3) distinguishes operational reports (Resultatrapport /
Balansrapport, used during the year for reconciliation, account-level
detail with numbers) from formal statements (Resultaträkning /
Balansräkning, part of årsbokslut/årsredovisning, ÅRL uppställningsform,
no account numbers). Until now gnubok only had a hybrid version under
"Bokslut" that did neither well.

This adds the operational pair as their own reports under a new "Löpande
rapporter" section on the Reports page. Resultaträkning and Balansräkning
under "Bokslut" are kept untouched (their yellow ÅRL 2:7 § draft
disclaimer stays — it's appropriate there). Saldobalans moves into the
new operational section.

Both new generators reuse generateTrialBalance — Balansrapport filters to
classes 1-2 with IB/UB/förändring; Resultatrapport filters to classes 3-8,
calls trial balance for the previous period (via fiscal_periods.previous_period_id)
and joins per account so the user sees current vs prior side-by-side.
Account 8999 is excluded the same way generateIncomeStatement excludes it.

13 new unit tests cover grouping, prior-period join, account-class
exclusions, zero-row filtering, and the missing-period fallback.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(reports): show Balanscheck on Balansrapport

Addresses the most material PR review finding (raised by both the Swedish
compliance bot and Greptile): BalansrapportReport returned total_assets_ub
and total_equity_liabilities_ub but the UI never displayed them, so the
user could not verify that books balance.

generateBalansrapport now also returns:
  - beraknat_resultat = total_assets - total_eq_liab (Fortnox/Visma
    convention: residual on the balance side; equals current-year P&L
    during a running year, drops to 0 once year-end closing posts
    8999 → 2099)
  - is_balanced from the underlying trial balance — that's the meaningful
    integrity check (a missing IB row or continuity break shows up as an
    imbalanced TB)

UI gets a Balanscheck card showing the three totals plus a Balanserar /
Balanserar ej verdict.

Other PR review items (Föregående header polish, inline subtotal diff
rounding, class-8 filter scope, 2099 caveat, terminology disclaimer) are
non-blocking and deferred.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(reports): correct BAS class labels and add bokslut caveat

Addresses three findings from the Swedish compliance bot's review of the
prior commit:

  - Class 6 label dropped the informal '(forts.)' marker — '6 Övriga
    externa kostnader' is the BAS-correct heading.
  - Balansrapport class 2 label expanded to 'Eget kapital, obeskattade
    reserver, avsättningar och skulder' to match ÅRL Bilaga 1. The old
    label hid 21xx (periodiseringsfond, överavskrivningar) and 22xx
    (avsättningar) which matter for AB users.
  - Beräknat resultat row in the Balanscheck card now reads 'Beräknat
    resultat (ej bokslutsjusterat)' so the residual is not misread as
    a confirmed profit figure pre-closing.

Skipped the bot's 8910/8999 finding: 8910 is 'Skatt på årets resultat'
(regular tax expense), not a closing account; 8999 is the only BAS
closing account, so the existing exclusion is correct.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

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Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 14:16:17 +02:00