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6 Commits
Author SHA1 Message Date
MattssonandClaude Opus 4.8 abe9ac9d8c Fix/attributes config (#926) 
* fix(git): pin LF on generated extension registry and vitest snapshots

setup:extensions and vitest write these files with LF; with
core.autocrlf=true git expects CRLF and flags them as phantom
modifications on every dev/build run.

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

* fix(security): enforce MFA on mcp-oauth consent and gate viewer storno route

mcp-oauth/authorize renders an HTML consent page and issues 303 redirects that withRouteContext cannot express, so it kept raw getUser() and thereby skipped the AAL2 gate: a password-only (AAL1) session could approve consent that mints a long-lived, MFA-bypassing API key. Add a route-local requireAal2() step-up on GET and POST; AAL1 sessions redirect to /mfa/verify, BankID users are exempt.

Separately, POST /api/reports/vat-declaration/rc-basis-gaps/fix calls correctEntry() (storno of a posted entry) but lacked requireWrite, so viewer-role members could trigger it. Add { requireWrite: true }.

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

* fix(api): route transactions endpoints through withRouteContext

Migrate the transactions routes off hand-rolled supabase.auth.getUser() onto the MFA-enforcing withRouteContext wrapper; add requireWrite on mutating handlers (book, uncategorize, attach-document, ignore, batch-match, create-from-document). Behavior and response shapes preserved; tests updated to the wrapper mock pattern.

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

* fix(api): route SIE import and bank reconciliation through withRouteContext

Migrate import/sie and reconciliation/bank routes onto the MFA-enforcing wrapper; requireWrite on mutations (import execute, create-accounts, mappings write verbs, link/unlink/run/mark-opening-balance). Reads (status, unmatched-entries) stay ungated. Response shapes preserved; tests added/updated to the wrapper mock pattern.

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

* fix(api): route salary endpoints through withRouteContext

Migrate salary employees and runs routes (plus ku, payroll-config, tax-tables) onto the MFA-enforcing wrapper; requireWrite on mutations. Personnummer masking/encryption untouched; file downloads (AGI XML, payslip PDF, payment files) keep their headers. Two payment-file GETs retain requireWrite because they stamp *_file_generated_at and previously gated viewers. Tests added/updated to the wrapper mock pattern.

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

* fix(api): route report endpoints through withRouteContext

Migrate the read-only report routes (trial balance, balansrapport, resultatrapport, income statement, ledgers, KPI, VAT declaration, salary journal, monthly breakdown, journal register, continuity check, full archive, etc.) onto the MFA-enforcing wrapper. All read-only, no requireWrite. JSON/XLSX/PDF/ZIP response bodies and headers preserved byte-for-byte; tests updated to the wrapper mock pattern.

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

* fix(api): route invoices, skatteverket, agent and extension endpoints through withRouteContext

Migrate invoices, supplier-invoices, skatteverket tax-payments, and dynamic extension routes onto the MFA-enforcing wrapper with requireWrite on mutations. The two NDJSON streaming agent routes (invoke, onboarding/stream) use requireAuth() directly (the wrapper can't wrap a streaming response) so MFA is still enforced. skatteverket payment-file GET keeps requireWrite (stamps a generated-at field). Response shapes and file headers preserved; tests added/updated.

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

* fix(api): route documents, events, team and account endpoints through withRouteContext

Migrate documents, events, kpi/preferences, vat/validate, support/contact onto the MFA-enforcing wrapper with requireWrite on mutations. account/password, team/accept and team/members use requireAuth() directly (user-level or pre-membership flows with no active company context) so MFA is still enforced. events keeps its dual API-key-or-session auth. Document retention guard untouched; tests added/updated.

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

* fix(api): route settings and pending-operations endpoints through withRouteContext

Migrate settings (api-keys, oauth-clients, booking-templates, counterparty-templates, logo, company settings) and pending-operations (commit, bulk-commit, reject, edit-before-approve) onto the MFA-enforcing wrapper with requireWrite on mutations. Credential-guarding routes keep their per-user ownership filters. Response shapes preserved; tests added/updated to the wrapper mock pattern.

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

* chore(guards): ratchet raw-route-auth baseline 119->1 after A1 migration

Lock in the withRouteContext migration so the count cannot regress. The single remaining entry, mcp-oauth/authorize, is a documented exception (HTML consent + redirects, MFA enforced via route-local step-up). Record the campaign and requireWrite decisions in DECISIONS.md.

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

* feat(vat): add eSKD momsdeklaration file export for "Deklarera via fil"

Generate the Skatteverket eSKDUpload v6.0 XML file so users can file VAT by
upload instead of typing every ruta into the form. Extract buildFiledAmounts()
as the shared whole-krona source of truth (öre truncated per SFL 22 kap 1 §) so
the XML file and the manual-filing PDF can never disagree. Adds the /eskd API
route, an XML option in the report export menu, and the upload button on the
manual-filing card. Strings in sv + en.

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

* feat(vat): add 'vat_settlement' source type and update related components

* fix(booking): adjust search input layout and enable autofocus

* fix(vat): support 12-digit org numbers and adjust emission order for eSKD file

* fix(migration): add 'vat_settlement' to journal_entries.source_type CHECK

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-08 09:54:46 +02:00
Jakob WennbergandClaude Sonnet 5 ec27228a8e style: remove em/en dashes repo-wide, add CLAUDE.md rule against them (#890) 
Em dashes (—) and en dashes (–) had spread across comments, docs, tests,
and a few UI strings, reading as AI-generated boilerplate rather than
house style. Replaced each with punctuation matching its context: colon
for explanatory clauses, comma for asides, plain hyphen for numeric/legal
ranges (e.g. "21-23§"), "to"/"till" for date ranges, parentheses for
paired-dash asides. messages/en.json and messages/sv.json were fixed by
hand together to keep sv/en in sync.

Left untouched where the dash is the functional subject rather than
decorative punctuation: date-range-parser.ts's separator regex,
charset-repair.ts's CP1252 byte-mapping table (and its test), the SIE
encoding mojibake docs, generic-csv.ts's minus-sign normalizer, the
agent system-prompt files that already instruct against em dashes, and
a golden iXBRL test fixture compared byte-for-byte.

Also fixes two bugs surfaced along the way: an off-by-one in
ApiKeysPanel's scope-label split (a leftover from an earlier partial
pass), and a charset-repair test that had lost the literal en-dash it
exists to verify.

Regenerated the agent atom seed migration (skills:generate) since 27
SKILL.md files changed. Added a CLAUDE.md rule against em/en dashes,
with an explicit carve-out for the functional-dash cases above.

Co-authored-by: Claude Sonnet 5 <noreply@anthropic.com>
 2026-07-04 15:58:06 +02:00
Jakob WennbergandClaude Fable 5 163fbd8222 feat(dimensions): PR8 salary — employees.default_dimensions, per-employee cost lines, aggregation re-key (#869) 
Employees carry a default dimensions bag and the salary booking puts each
employee's cost on their kostnadsställe/projekt
(dev_docs/dimensions_implementation_plan.md PR8):

- employees.default_dimensions (migration 20260702220000; jsonb DEFAULT
  '{}' + object CHECK)
- salary-entries: the one-line-per-account aggregation is re-keyed to
  account+bag — P&L cost lines (löner incl. line items + base remainder,
  arbetsgivaravgifter, semesteravsättning + dess avgifter, pension, SLP)
  split per employee bag while every balance-sheet/settlement leg (2710,
  1930, 2731, 29xx, 2740, 2514) stays aggregated; liability credits equal
  the sum of the rounded debit buckets so entries balance by construction;
  dimension-less runs book byte-identically to before. Replaces the dead
  SalaryRunEmployee.cost_center/project pair (never wired)
- both book routes (dashboard + v1) read the bag via the employees join —
  read-at-book, so the run review shows exactly what will book
- employee form (new + edit) gets a gated Kostnadsställe/Projekt card;
  run review shows per-employee dims chips; run GET + v1 employee
  routes/schemas + MCP list_employees carry the field
- pre-merge audit: all salary reports (salary-journal, AGI,
  avgifter-basis, vacation-liability) read salary_run_employees — not
  journal lines — and every ledger consumer sums per account, so the
  line split breaks nothing; SIE export + dimension P&L pick the split
  up as intended

8 new engine propagation tests + book-route dims flow test.

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-02 22:21:46 +02:00
Jakob WennbergandClaude Opus 4.8 55ba66908b feat(salary): let an enskild firma employ staff while blocking owner/board payroll (#797) 
An enskild firma that hires staff should get the payroll module, but its owner
or board can never be on payroll (owner compensation is egna uttag / BAS 2013,
not lön).

- Migration 20260628120000 adds the enforce_ef_no_owner_employee trigger
  (BEFORE INSERT OR UPDATE OF employment_type) as the all-paths backstop.
- lib/salary/employment-rules.ts is the app-layer mirror (forbidden set kept
  byte-identical to the trigger); getCompanyEntityType() resolves the same
  company_settings -> companies precedence.
- The two UI salary routes and the v1 POST guard before insert/update for a
  clean 400 with guidance.
- Payroll nav + Lön settings now show for any employer (aktiebolag OR
  company_settings.pays_salaries), wired through the dashboard layout.

Fixes #782.

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-06-26 15:30:03 +02:00
MattssonandClaude Opus 4.7 980f29dae8 Bug/momsdeklaration skv (#449) 
* fix(salary): show birthdate in masked personnummer, hide the 4-digit suffix

Flip the personnummer display format from XXXXXXXX-NNNN to YYYYMMDD-XXXX so
the sensitive 4-digit suffix is hidden while the (public) birthdate stays
visible. Affects the employees list/detail, salary run, payslip PDF, payslip
email, and the MCP server tools (list_employees, get_salary_run). Each call
site now decrypts the stored personnummer before masking.

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

* fix(transactions): allow deleting unbooked transactions from "Alla transaktioner"

The history list only let users delete via the inbox card; once a category or
mall was picked but the verifikation hadn't been created, the row showed
"Ej bokförd" with no way to remove it. The API already permits delete while
journal_entry_id is null, so the gap was purely a missing UI affordance.

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

* fix(vat): populate ruta 20-24 for reverse charge + dishonest "Validera OK"

Three connected issues caused Skatteverket to reject momsdeklarationer
with FK004 even after our local "Validera"-knapp returned OK.

1. supplier-invoice-entries booked fiktiv moms (2614/2624/2634 + 2645/2647)
   on reverse-charge invoices but never the underlying basbelopp on 44xx/45xx.
   Ruta 30-32 filled up at SKV while ruta 20-24 stayed at 0 — SKV's FK004
   ("silent netting prohibited", ML 13 kap kräver båda sidor).

   Fix: generateReverseChargeBasisLines in vat-entries.ts emits parallel
   45xx/44xx debit + 4598 motkonto credit per rate group. Engine calls it
   from registration, cash, and credit-note paths. Skipped when the user
   booked the expense directly on a basis account to avoid double-counting.
   4598 added to BAS reference (no migration needed; account_number is
   plain text on journal_entry_lines).

2. rutorToMomsuppgift rounded each ruta independently but computed
   summaMoms from the unrounded ruta49. SKV recomputes the sum from
   integer rutor on their side, so fractional öres caused ±1 SEK drift
   and SKV rejected with FK009.

   Fix: derive summaMoms from the already-rounded VAT-amount rutor.

3. "Validera"-knappen only confirmed SKV's internal arithmetic — a
   declaration with ruta 30-32 populated and ruta 20-24 empty validated
   fine until /utkast hit FK004. Users got a false green light.

   Fix: vat-declaration-checks.ts runs locally before the SKV call,
   blocks Validera/Spara when ERROR-level findings exist, and surfaces
   them in a separate "Lokala kontroller"-section. Success message
   reworded so SKV's OK is no longer presented as filing-ready.

Tests: 4535/4536/4531/4425 lines + 4598 motkonto on EU/non-EU/byggtjänster
RC, credit-note reversal, fractional-öres summaMoms, all four pre-flight
codes (RC_BASIS_MISSING, RC_OUTPUT_MISSING, RC_INPUT_VAT_MISMATCH,
SUMMA_MOMS_DRIFT).

Backfill for already-posted entries follows in the next commit.

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

* feat: add skattekonto matching functionality

- Enhance TransactionInboxCard to display a warning for potential 1930↔1630 transfers.
- Implement match suggestions for skattekonto transactions in the backend.
- Create SkattekontoMatchDialog component for linking skattekonto rows to existing journal entries.
- Develop SkattekontoInboxCard component to handle skattekonto transactions in the inbox.
- Introduce skattekonto-match utility functions for candidate matching and linking.
- Update types to include match suggestions and enriched transaction responses.

* refactor: reorganize skattekonto types and implement bank counterpart matching logic

* docs: update CLAUDE.md to streamline integrations and clarify architecture details

* refactor: enhance reverse charge logic to handle non-basis accounts and prevent double-counting

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-12 18:04:48 +02:00
Mattsson 04dbb31d7e Salary module (#245) 
* feat: implement salary module with personnummer encryption, salary entries, tax tables, and AGI tracking

- Added personnummer encryption and decryption functions for secure storage.
- Created salary entries handling for journal entries including gross salary, tax withholding, and employer contributions.
- Implemented tax table lookup functionality for calculating tax amounts based on monthly income.
- Developed SQL migration for salary module including tables for payroll configuration, tax rates, employees, salary runs, salary run employees, salary line items, and AGI declarations.
- Established row-level security policies for all new tables to ensure company-scoped access.

* feat: add salary calculation modules for 2026

- Implemented engångsskatt calculation for one-time payments with tax brackets.
- Added löneväxling functionality for salary sacrifice to pension, including employer savings and warnings.
- Created pain.001 generator for salary batch payments in compliance with Swedish banking standards.
- Developed PDF template for payslips, including detailed breakdowns and employer costs.
- Generated seed data for Swedish tax tables for 2026, including SQL insert statements.
- Implemented traktamente calculations for per diem and mileage allowances, adhering to Skatteverket regulations.
- Added seed script for populating tax tables in the database.

* feat: Update meal reduction percentages in traktamente calculation

fix: Remove obsolete seed script for 2026 tax tables

feat: Extend SalaryRunStatus type to include 'corrected' status

feat: Implement KU10 XML generation endpoint for annual employee income statements

feat: Add endpoint for creating corrections to booked salary runs

feat: Implement endpoint for sending payslip PDFs to employees

feat: Create KU10 XML generator for annual reporting

feat: Add salary transaction matcher for auto-linking bank transactions to salary entries

chore: Add database migration for salary correction support

* feat: replace select elements with custom Select component for employment and salary types

* feat: enhance salary calculations with pension entry and avgifter category support
 2026-04-15 11:17:39 +02:00