6a85efb00a3bbcce0bb645b1d81789c7862b9162
386
Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
 MattssonandClaude Fable 5.1
|
6a85efb00a |
feat(mcp): allowlist Grok's connector callback and document the Grok path (#2158)
* feat(mcp): allowlist Grok's connector callback and document the Grok path Grok custom connectors self-register through /api/mcp-oauth/register with redirect_uri https://grok.com/connectors-oauth-exchange-code/, which the built-in allowlist rejected with invalid_redirect_uri before consent. Add the callback as an exact-path BUILT_IN_PATTERNS entry (trailing slash optional, no prefix) with provider 'grok', named "Grok (xAI)" on the consent page. Tests: accept, foreign-host and other-path rejection, provider mapping, and a register route test for the Grok DCR shape. Surface Grok next to ChatGPT: a "Using Grok?" side door on the onboarding Claude step (one side door open at a time, telemetry step grok), a Grok row under "Other clients" in the API & MCP settings tab using ?client=grok, and sv/en strings for both. Docs: mcp-server rule, ARCHITECTURE, README, registry entry (install section), DECISIONS. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01EGbspj3hiNqvqTWZqdwysa Signed-off-by: Emil <emilmattsson14@gmail.com> * fix(mcp): cite X Corp's published Grok callback, test the consent label Review pass on #2158: the allowlist comment and DECISIONS entry claimed xAI publishes no callback and the value came from a live observation; X Corp lists https://grok.com/connectors-oauth-exchange-code/ as the "Grok (web)" redirect URL at docs.x.com/x-ads-api/mcp, and grok.com serves the path itself (slash form 308s to no-slash on the same origin). Reworded both to cite that. Adds the consent-page test for "Grok (xAI)" next to the ChatGPT one and a JSDoc on the onboarding side-door toggle. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01EGbspj3hiNqvqTWZqdwysa Signed-off-by: Emil <emilmattsson14@gmail.com> --------- Signed-off-by: Emil <emilmattsson14@gmail.com> Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com> |
||
|
|
f266c386f3 |
chore: repo-wide bloat sweep, remove dead code and fold duplicate helpers (#2150)
* chore: repo-wide bloat sweep, remove dead code and fold duplicate helpers Remove 33 dead files, ~270 unreferenced exports/types, 13 dead i18n namespaces and 4 unused dependencies; fold byte-identical helper copies into one canonical home each (lib/utils chunk/sleep/utcDateStamp, lib/dates/iso, lib/invariants/uuid, lib/xml/escape, lib/reports/sru/format, lib/pdf/number-text, lib/browser/panel-request, lib/api/v1/body + v1ValidationError rolled out to ~55 v1 routes, booking-template schemas). No behaviour change: v1 bodies and status codes, MCP tool schemas, DB writes and money math are untouched. Naive ore rounding was deliberately not swapped for roundOre; see DECISIONS.md 2026-09-02 for the full list of things left alone on purpose. tsc, lint, 19588 unit tests and check:guards green; antipattern baseline ratcheted (naive-ore-round 622 -> 620, hand-rolled-invariant 115 -> 113). Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * test(transactions): import RawTransaction from @/types after the ingest re-export removal CI's type ratchet (check:types, full tsconfig) caught the one test file that still imported the type through lib/transactions/ingest. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com> |
||
|
|
18cbc4c30a |
fix(security): audit remediation 2026-09-01: api_keys identity, viewer gates, OAuth binding, XSS, MFA gate (#2155)
* fix(security): bind api_keys to the caller, lock hash-as-bearer RPCs and provider token tables Security audit 2026-09-01, critical items. - api_keys INSERT requires user_id = auth.uid() again (an admin could forge a key for any co-member and act as them in every company they belong to); SELECT is own-keys-or-admin; a BEFORE trigger freezes the identity and credential columns against user-session UPDATEs. - rotate_mcp_refresh_token and validate_and_increment_api_key become service_role only: they match rows by a presented SHA-256, so a hash readable by co-members was a bearer credential. - validate_and_increment_api_key fails closed when the key's user is no longer a member of the key's company. - provider_consent_tokens and provider_otc: the DELETE policies collapsed to "caller has any team row" (correlated subquery on a non-existent team_members.company_id). All member policies dropped; service_role only, matching every existing code path. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(security): role gates, ownership guards and posting integrity in the database Security audit 2026-09-01, high items at the database layer. - One table-level guard, enforce_company_writer_role(), blocks the read-only viewer role on 55 company-scoped tables including through the 15 membership-only SECURITY DEFINER writers. Keyed on the JWT role claim so it fires inside definer bodies; no-op for service_role and trigger cascades. - company_members user_id/company_id immutable from user sessions; invitations can never grant owner; team_members gains a transition guard (admins keep non-owner role moves); companies team_id and archiving are owner-only and team attachment needs team membership. - Direct statements (current_user = authenticated) can no longer insert posted headers, add lines under posted verifikat, or post a draft with a voucher number the sequence never issued. Sanctioned RPCs run as the definer and are untouched; the engine's own draft-then-post shapes still pass. - create_document_version refuses viewers and foreign storage paths; validate_version_chain needs membership and loses anon EXECUTE; match_documents / match_booking_templates lose anon; cron maintenance RPCs become service_role only; the production-only seed_asset_categories is dropped. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * build: pin tsx as an exact devDependency instead of fetching it with npx at build time prebuild ran "npx tsx" with no lockfile entry, so every Vercel, Docker and CI build downloaded tsx@latest and its transitive tree from the registry with no integrity check, inside the build environment. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(security): refuse the viewer role on API-key and MCP write paths The v1 wrapper and the MCP company routing checked company membership but never role, and both run as service role, so a read-only viewer holding an API key could post vouchers and change settings through the API. Mutating methods and non-read scopes now return 403 ROLE_READ_ONLY for viewers on v1; MCP write tools refuse viewers the same way. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(security): stop serving uploaded SVG, XML and HTML as executable content on the app origin Uploads persisted the browser-declared mime type and the inline proxy served it verbatim, sandboxing only text/html; the storage proxy forwarded the uploader's Content-Type. Any writer, or any Peppol sender, could plant a scripted SVG or XHTML that executed on app.gnubok.se. - inline route: allow-list of natively safe types (PDF, raster images) served as before; everything else gets the opaque sandbox CSP. - storage proxy: octet-stream + attachment + sandbox unless the DB mime for the key is on the allow-list. - document-service: the stored mime is the magic-byte validated type. - logo upload: magic-byte validation, SVG refused. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(security): byrå brand logo upload decides the type by magic bytes and drops SVG Same pattern as the company logo route: the logos bucket is public, so a scripted SVG (or anything declared as an image) must never land there. The upload pickers stop advertising SVG. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(security): bind Enable Banking, Stripe and WooCommerce callbacks to the initiating user The callbacks resolved the pending row by oauth_state alone, so a victim who completed an attacker-initiated consent had their bank account, merchant account or store attached to the attacker's company. requireFlowInitiator() now requires the cookie session of the user who started the flow: no session redirects to login with the callback URL preserved, a different user is refused and nothing is exchanged. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(security): guard tenant-controlled outbound fetches and surface the disabled rate limiter WooCommerce and Shopify syncs fetched a member-editable store URL with plain fetch() and redirect following under the service role, and the invoice PDF renderer fetched company_settings.logo_url unguarded. All three go through a new safeFetch() (public-IP validation via url-guard, https only, redirect: 'manual', body size cap) and re-normalise the stored host at use time. checkRateLimit() keeps failing open on hosted but logs one error per process when Upstash is not configured and exports isRateLimiterConfigured(). Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(security): decide the API MFA gate from server-authenticated factors, not the session cookie getAuthenticatorAssuranceLevel() without arguments derives nextLevel from session.user.factors, which comes from the unsigned sb-*-auth-token cookie. Deleting factors from the cookie made an enrolled account look like it had nothing to step up to, on every /api route and in requireAuth. Both gates now read factors from the getUser() result or listFactors() and the level from the verified JWT claim, and fail closed on errors. Page-branch gate hardened the same way. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(security): bind Fortnox/Visma, Gmail and Skatteverket callbacks to the initiating user The arcim-migration callback exchanged the provider code onto whatever consent the one-time state named, with no check of who completed the flow and no org-number comparison, so a phished Fortnox admin handed their ledger to the attacker's company. provider_otc now records the initiating user (migration 20260902100000); the callback requires that session and, after the exchange, refuses a provider company whose org number differs from the consent's company. The Gmail and Skatteverket callbacks enforce the same initiator check. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(security): BankID signup confirms the email before linking the identity Signup created an email-confirmed, MFA-exempt account for any address the caller typed and returned a magic link, so an attacker could pre-register a victim's email and keep a permanent BankID login into the account the victim later adopted. The user is now created unconfirmed, the identity carries email_verified_at NULL (migration 20260902101000), bankid_linked is not set until the mailed confirmation is clicked, and BankID login of a pending identity is refused with the confirmation re-sent. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(security): bind MCP OAuth redirect URIs to the consenting user and cap scopes A user-registered redirect URI was allowlisted globally, the consent page named no client, and all scopes were pre-checked, so one phishing link handed an attacker a full-scope key for the victim's company. Registered URIs now resolve only for the registrant or a colleague sharing a company; the consent page shows the client identity and redirect host; non-built-in clients default to read-only pre-checks; scopes are capped by the user's role (viewer: read only) at consent and at /token. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(auth): client follow-ups for BankID confirmation, callback mismatch copy and decision log - register client handles the new confirmation_sent response from BankID signup with the existing inbox screen instead of calling verifyOtp. - BankID login surfaces the email_unconfirmed explanation. - WooCommerce settings map woocommerce_error=wrong_user to its own copy. - Logo help text no longer advertises SVG. - DECISIONS.md records the audit remediation choices. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(mcp-oauth): literal SoD columns in the api_keys insert so the phantom-column scanner resolves them Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * test(logo): type the upload fixtures as Uint8Array<ArrayBuffer> so they are valid BlobParts Fixes the typecheck ratchet on PR #2155 and ratchets the baseline down by the one legacy error the change removed. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com> |
||
|
MattssonandClaude Fable 5.1
|
867767a22f |
feat(inbox): document-type badge and filter, +lev/+ver plus-addressing (#2129) (#2148)
* feat(inbox): document-type badge and filter, +lev/+ver plus-addressing (#2129) Phase 1: every inbox row shows its document kind (Kvitto, Leverantorsfaktura, Myndighetsbrev, Ovrigt) from the existing AI documentKind, and a second menu next to the status filter narrows the list to leverantorsfakturor or underlag. Pure predicate in lib/documents/inbox-kind.ts with tests. Phase 2: the shared inbox address accepts RFC 5233 plus-addressing. The webhook splits the local part at the first + and looks up the base, so <local>+anything@ now reaches the company instead of 404ing. +lev and +ver land in the new nullable invoice_inbox_items.kind_hint column (CHECK supplier_invoice | receipt), threaded through EmailMeta into both inbox inserts and returned by GET /items. kind_hint wins over documentKind for the badge and the filter and survives re-extraction because it is a column. The sources panel shows both tagged addresses with a one-line hint (sv + en). Tests: filter predicate per kind and null; parser and tag mapping; webhook routes +LEV and an unknown tag; pg test pins the CHECK and NULL default. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Hzv2Z2eCq8iJAAe8XC1hNr * fix(inbox): honest empty state under a type filter, detail pane shares the row's kind resolution Skeptic findings on #2148: with a type filter narrowing 'Att göra' to zero the empty state claimed 'allt är bearbetat' while the status trigger still counted pending rows; it now says no items of that type are here (sv + en). The fields rail printed the AI documentKind only, so a +lev hint could disagree with the row badge; it now uses resolveInboxKind like the list. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Hzv2Z2eCq8iJAAe8XC1hNr * fix(inbox): keep the type-filter empty state off purchase lists, carry kind_hint onto rejected attachment rows CodeRabbit on #2148: the purchase lists (Saknar underlag, Hämta från portal) ignore the type menu, so a leftover kind filter must not pick their empty-state copy. A rejected attachment (unsupported MIME, too large) now keeps the sender's +lev / +ver hint on its error row like every other inbox insert; the allowlist test covers it. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Hzv2Z2eCq8iJAAe8XC1hNr * fix(inbox): set the +lev/+ver kind hint only when the shared address resolved the company CodeRabbit on #2148: the hint was computed before recipient resolution, so a tag on an unknown or retired shared address could ride along onto a custom-domain match. It is now assigned inside the active shared-inbox branch only; regression test covers the multi-recipient case. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Hzv2Z2eCq8iJAAe8XC1hNr --------- Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com> |
||
|
MattssonandClaude Fable 5.1
|
4c76fb10d7 |
feat(transactions): "Ta bort underlag" detach action on a transaction (#2132) (#2144)
* feat(transactions): "Ta bort underlag" detach action on a transaction (#2132) Wrong receipt pinned, no way back: the DELETE /api/transactions/[id]/attach-document route and its tests already existed, but nothing in the UI called it. This wires it up, frontend only. - Inbox card and history list: "Ta bort underlag" in the row menu, shown only for writers on unbooked rows that carry a pin (canDetachDocument helper). - Attach dialog: a small "Ta bort underlag" link beside the already-attached hint, the one place the app previously admitted a doc was pinned. - Page: handleDetachDocument confirms (useDestructiveConfirm, warning), then DELETEs; 200 clears document_id in local state (list, dialog snapshot, and the inbox card's optimistic override via a -unlinked window event) and toasts; 409 renders the route's Swedish BFL message verbatim; other errors map through get-error-message. - Strings under tx_detach in sv.json and en.json. - Tests: gate hidden when booked / read-only / no pin / no handler; 409 rendered unchanged; wiring and locale assertions. Out of scope, follow-up: MCP detach tool (new pending-op type + CHECK migration), detaching from the inbox for non-email docs, and clearing invoice_inbox_items.matched_transaction_id on detach so the doc is offered again by inbox-available. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01YRXN5CqHrfuuDw5LLcSgTg * fix(transactions): clear the inbox back-link when detaching underlag (#2132) Skeptic finding on PR #2144: DELETE attach-document nulled only transactions.document_id and left invoice_inbox_items.matched_transaction_id pointing at the transaction. propagateUnderlagForBookedTransaction selects on exactly that column at categorize / book / bulk-book time, so the detached receipt would have been re-anchored onto the new verifikation as immutable underlag (BFL 5 kap 7 §), and the doc never reappeared in inbox-available for re-matching. The route now clears the back-link for the detached document, scoped to items not yet consumed by a verifikat (created_journal_entry_id null), mirroring the invoice-inbox extension's unmatch. Best-effort like the POST side: the pin removal is the primary effect. Three DELETE tests cover the filters, the no-pin case, and a failing unlink. DECISIONS.md and the PR body record the accepted bulk-booked-row limitation in the history list. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01YRXN5CqHrfuuDw5LLcSgTg * fix(transactions): detach reports a failed inbox unlink instead of success (#2132) Swedish compliance review on PR #2144: the inbox back-link cleanup was fire-and-forget, so a failed UPDATE returned 200 while leaving exactly the stale matched_transaction_id that re-anchors a detached document onto the next verifikation (BFL 5 kap 6-7 §). The unlink is now scoped by transaction only (the unique index on matched_transaction_id means at most one item points here, and a stale item from the replace path would re-anchor just the same), runs even when nothing was pinned so a retry is idempotent, and a failure answers 500 with an honest Swedish partial-failure message, mirroring the POST side's propagation failure. Tests updated accordingly. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01YRXN5CqHrfuuDw5LLcSgTg * fix(transactions): release inbox back-link before a compare-and-set pin clear (#2132) Review findings on PR #2144, one pass: - CodeRabbit (major): DELETE cleared the pin and then released the inbox back-link scoped by transaction, so a POST landing in between could end up as "new doc pinned, its inbox item unlinked". The release now runs FIRST, and the pin clear is a compare-and-set on the document that was read (.eq document_id, or .is null when nothing was pinned). Zero rows answers 409 "ändrades samtidigt" and keeps the newer pin. A failed release returns 500 before anything changed, so a retry is trivially idempotent. - Compliance swarm (A.8.15): the unlink failure log carried the raw driver error; it now logs errorCauseTag() only. - CodeRabbit docstring check: JSDoc on handleDetachDocument. Tests: order of the two writes, CAS filters for both pinned and empty states, 409 on concurrent re-attach, coded-cause logging. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01YRXN5CqHrfuuDw5LLcSgTg --------- Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com> |
||
|
MattssonandClaude Fable 5.1
|
4f33184a9a |
fix(mcp): explain the Claude-side steps after "Anslut till Claude" and tick the checklist on a real connection (#2133) (#2147)
* fix(mcp): explain the Claude-side steps after "Anslut till Claude" and tick the checklist on a real connection (#2133) Lazy auth is by design: Claude lists the tools before any sign-in and the first company-scoped call answers 401, which opens the Accounted sign-in. Nothing told the user, so a "connected" status with an unanswered first question read as a broken connection (Axel, Discord). - Settings -> API & MCP: one sentence of expectation under the button, and the step-by-step guide link moved from under two disclosures to directly under the button. - Docs (connect-claude / anslut-claude): new "What happens after you click" section for Path A covering the connector dialog, the tools appearing before sign-in, the first-call login + consent screen, "ask again", and the "Required when the server asks" auth setting that only the manual path mentioned. - Hem checklist step "Anslut till Claude": deep link now carries client=claude-connector like the settings button (claudeConnectorLink), the footnote carries the same expectation line plus the guide link, and the done-signal is an unrevoked api_keys row minted by the MCP OAuth token route (OAUTH_MCP_KEY_NAME) instead of the in-app AI-profile flag, which never meant "connected to Claude". - Tests: claudeStepDone with/without a key row, deep-link snapshot. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01W7iJQwKiRTDWSMnRm4WM4L * fix(mcp): correct consent-page claims, stop the completion PATCH loop, count OAuth keys past RLS (#2133) Three skeptic refutations on PR #2147, fixed in one pass: - Docs (EN + SV): the consent page shows the company active in the app and pre-selects every scope for Claude's connector (founder decision 2026-08-26); it has no company picker and nothing to tick. Steps 3-4 of the new section, the "Read-only by default" paragraph above it, the sandbox note and the 10-minute test now describe Endast läs under Behörigheter instead. - Checklist completion: users with initial_setup_path NULL (skipped the books question, then imported) hit the route's "Välj först hur du vill komma igång" 400 and, with saving as an effect dependency, retried it forever with a toast. completionPatchBody() records path=migration when none was chosen, and a rejected PATCH is not retried within the session. - hasMcpKey: api_keys' SELECT policy is company-scoped, so the user client could not see companyless (NULL company_id) or archived-company keys and the step stayed open for the user who had just connected. The head count now runs through the service client with an explicit user_id filter. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01W7iJQwKiRTDWSMnRm4WM4L * fix(mcp): surface a failed OAuth-key count and reserve the marker name (#2133) CodeRabbit round on PR #2147: - app/(dashboard)/page.tsx: a failed api_keys count answered count null, which claudeStepDone read as "never connected". Throw to the error boundary like the settings fetch does instead of guessing. - app/api/settings/api-keys: reject a hand-minted key named MCP-klient (OAuth) (400 VALIDATION_ERROR): that name is the marker the Hem checklist reads as "connected to Claude", so a manual key with it would tick the step without any connection. Test added. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01W7iJQwKiRTDWSMnRm4WM4L --------- Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com> |
||
|
MattssonandClaude Fable 5.1
|
8b09b06e14 |
feat(skatteverket): ombudsregister grant verification, honest session expiry, daily ombud sync (#2130)
* feat(skatteverket): ombudsregister grant verification, honest session expiry, daily ombud sync
Users reported the Skatteverket connection "just disappearing" with no
banner, needing BankID again every time. Two causes, both fixed here:
1. SKV's per-flow refresh token lives 65 minutes. /status and the
skv_disconnected notice called any stored refresh token "refreshable",
so a days-dead session reported healthy and the reconnect banner never
fired until a submission failed live. lib/skatteverket/session-lifetime
now decides refreshability (expires_at + 5 min, refresh cap) for both
surfaces; the settings panel states the one-hour session lifetime.
2. The durable fix is the ombud (system certificate) path, dormant since
July behind SKATTEVERKET_SYSTEM_AUTH_MODE. Skatteverket added scope
`obr` (Ombudshantering v2) to our application id on 2026-09-01, so grant
verification can now ask the ombudsregister instead of classifying 403s
from the read services:
- lib/ombud-client.ts: GET /ombud/autentisieratOmbud, GET /roller,
POST .../djuplank/utseombud, on the system identity, per the public
tjanstebeskrivning v2.0 (mirrored in dev_docs/skatteverket/ombudshantering).
Role codes are env-pinned (SKATTEVERKET_OMBUD_ROLL_LASOMBUD/_MOMS) or
matched on rollbeskrivning text; a deep link never mints with a
guessed code.
- grant-probe.ts: register first, read-service probes only as fallback.
- New daily cron /api/extensions/skatteverket/ombud/sync/cron (30 3 * * *):
one register call discovers every company that granted us, creates or
downgrades connection rows by org number, runs from shadow mode on,
and never mass-revokes on an empty register.
- POST /system-connection/deeplink + "Utse {app} som ombud" button:
the company lands in SKV's e-service with roles pre-selected.
- Default system scopes include `obr`; skvRequestWithAuth gains an
`accept` option (Ombudshantering requires the Accept header).
Still inert in prod until the org certificate and avtal land; the cron and
verify routes no-op while system auth is off or unconfigured.
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01HkLnhWnxt5wWB9j3vfMmxu
* fix(skatteverket): skeptic round on ombud sync, register 404 fallback, opt-in-only rows, mass-downgrade guard
Cron touches only existing connection rows (a tenant's own Verifiera or
deep-link opt-in; the deeplink route now records a pending row), so an
org-number twin never gets auto-verified, and rows the tenant revoked
locally stay revoked. A register 404 throws by default (spec: wrong URI)
and is empty only for the cron, which guards it. Decisions are planned
before any upsert; a run that would fully deny >= 3 rows and > 50% of the
granted ones applies no downgrade. Grants that classify as neither
behörighet are 'error', not 'denied'. Literal select in listConnections for
the phantom-column scanner. window.open without 'noopener' so the
pre-opened tab exists; opener nulled by hand. Deeplink route test added.
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01HkLnhWnxt5wWB9j3vfMmxu
* fix(skatteverket): CodeRabbit round: exact role labels, paginate connections, deny never-listed rows, fail deeplink without opt-in row
Role descriptions match the whole label so 'Momsdeklaration,
deklarationsombud' is never read as the narrow moms role. listConnections
pages through fetchAllRows on (created_at, id). A pending row the register
never lists is written once as denied instead of staying 'Inte verifierad'.
The deeplink route returns 500 when the opt-in row cannot be stored, and the
panel navigates in-tab when the pre-opened tab was blocked.
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01HkLnhWnxt5wWB9j3vfMmxu
* fix(skatteverket): fence ombud grants on contested org numbers; cron honours unrecognised role codes
An org number claimed by more than one live company is contested: verify
and deep link answer 409 ORG_NUMBER_CONTESTED and the nightly sync changes
nothing on it, so a tenant that typed a victim's public org number cannot
inherit the victim's grant. The sync also skips huvudmän whose register
roles classify as neither behörighet (pinning problem, never a denial),
mirroring probeViaOmbudsregister.
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01HkLnhWnxt5wWB9j3vfMmxu
* fix(skatteverket): validate the ombud deep link host; withdraw grants on contested org numbers
The register's djuplank must be an https skatteverket.se URL before it is
returned or navigated to (the settings page follows it). The nightly sync
now withdraws a grant already recorded on an org number that more than one
live company claims, instead of only refusing new ones.
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01HkLnhWnxt5wWB9j3vfMmxu
---------
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
|
||
|
|
97107398c0 |
fix(import): fit the account mapping table at 100 % zoom (#2125) (#2138)
The SIE-import mapping table was a fixed layout of 1216px, with 144px spent on a four-digit source account and the VAT cell's min-w-72 overflowing 32px into Konfidens, so on a laptop content column it scrolled sideways and read as cramped even after #1684 kept the confirm button reachable. - Column budget ~990px: Källkonto w-20, Källnamn w-40 (existing truncate + tooltip), arrow w-8, Målkonto w-56, VAT w-72 with the treatment select flex-1/min-w-0 and the rate select shrink-0, Konfidens w-24, Bekräfta w-28. - 13px text and px-3 cells, matching the page-level list density. - Bekräfta is an icon-only button (Check) with a tooltip; the header keeps the label and gains an InfoTooltip explaining what confirming does (new chart_of_accounts.vat_treatment_confirm_help, sv + en). Closes #2125 Claude-Session: https://claude.ai/code/session_01WFhSQWzu5SyXB6kG5ActZc Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com> |
||
|
|
823a0f73d8 |
feat(transactions): select and bulk-ignore any unbooked skattekonto row (#2127) (#2140)
* feat(transactions): select and bulk-ignore any unbooked skattekonto row (#2127) Skattekonto rows in the inbox only got a checkbox when they carried a deterministic booking suggestion, because the only bulk action was Bokför valda. A migration backlog on the skattekonto (rows from before the first fiscal year, history already booked via SIE) therefore had to be ignored one row at a time, while bank rows next to them could be bulk-ignored. - isSkvSelectable: every unbooked, non-ignored skattekonto row is selectable (checkbox, shift-range, Markera alla). - Bulk Bokför keeps its eligibility rule: button count, confirmation summary and submit all read one skvBookableSelectedRows list, so a mixed selection books only the deterministic subset. - Bulk Ignorera now spans bank + skattekonto selections: one confirmation (body names where each kind is restored), one progress counter, one toast, bank rows via POST /transactions/:id/ignore and skattekonto rows via the per-row PATCH .../ignore, 5-wide. - The bank-only confirm/toast strings move from hardcoded Swedish to transactions.batch_ignore_* keys (sv + en). Bullet 2 of the issue (unbooked skattekonto rows "not in att göra after migration") is scoped out; see DECISIONS.md. Closes #2127 Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01WFhSQWzu5SyXB6kG5ActZc * feat(transactions): warn when bulk Ignorera covers rows that look like affärshändelser Compliance review on #2140: any unbooked skattekonto row can now be bulk-ignored, including rows with a deterministic booking suggestion (interest, charges) that BFL 5 kap. says should be booked. The ignore stays allowed, a migrated backlog is exactly such rows already present in the imported books, but the confirmation now says how many of the selected rows carry a suggestion and no duplicate hint, and what Ignorera is for. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01WFhSQWzu5SyXB6kG5ActZc --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com> |
||
|
Jakob WennbergandClaude Opus 5
|
e5fba9471e |
feat(bookkeeping): verifikationsserie dropdown, wider Ny verifikat modal, balancing amount on focus (#2120)
Three fixes to the Ny verifikation modal. 1. Verifikationsserie is a closed dropdown, not a one-letter free-text field. Ships Fortnox's table verbatim from their Systemdokumentation (A Redovisning, B Kundfakturor, C Inbetalningar från kunder, D Leverantörsfakturor, E Utbetalningar till leverantörer, F Kassa, G Avskrivning, H Periodisering, I Bokslut, J Revisor, K Lön, L Kontantfaktura, M Momsrapport). A is deliberately Redovisning, not Kundfakturor: it is the general series manual entries land in, and migration 20260526120700 ships every source_type defaulting to 'A', so every existing company's A series already holds everything. Any letter the company already configured is appended so no existing value can fall out of the picker. 2. The modal goes from sm:max-w-3xl to sm:max-w-5xl lg:max-w-6xl. 3. Tabbing or clicking into an untouched amount proposes the outstanding difference, pre-selected so typing replaces it. Only fires when the row has an account, both amounts are empty, and the difference belongs on that side. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01DnoyZCbfm2geRbwtUpi6XN |
||
|
|
b5da51ea0a |
feat(settings): API & MCP tab: correct connector URL namespace, plugin path, Swedish guide (#2105)
* feat(settings): API & MCP tab: correct connector URL namespace, plugin path, Swedish guide The in-product MCP URLs omitted `tool_namespace=accounted`, and resolveMcpToolNamespace() falls back to the legacy `gnubok_` prefix when the param is absent. Every connection made from Settings therefore got `gnubok_*` tool names while the docs, the accounted-api skill, and claude-plugin/.mcp.json all reference `accounted_*`. - Add `tool_namespace=accounted` to the Claude.ai, Claude Code, and Claude Desktop snippets. - Move the Claude Desktop bridge from `npx gnubok-mcp` / `GNUBOK_API_KEY` to `npx -y accounted-mcp` / `ACCOUNTED_API_KEY`, and emit `ACCOUNTED_URL` so self-hosted and white-label instances get a config pointing at their own host. The `gnubok_sk_` key prefix is unchanged: it is wire format. - Surface the Claude Code plugin, the only path that configures the connection and the seven workflow commands in one step. - Rename the settings tab "API" to "API & MCP" and rewrite its intro: the MCP connection is what most users come here for, not API keys. - Link the step-by-step guide from the panel, locale-aware. Docs: add a Swedish /docs/api/anslut-claude alongside the English page (the docs site has no locale routing, so each language is its own URL), give both the Claude Code plugin path, and teach the export and freshness scripts about the new page so cross-repo drift is caught. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01HfZgiZmNN6qGEfgvXqxAeg * fix(settings,docs): Cursor is not Claude Code; use the accounted_ tool name Review follow-up on #2105. `claude mcp add` is a Claude Code command. Cursor does not read it, so the "Claude Code / Cursor" row and the docs sentence pointing Cursor users at that command were both wrong (the row predates this PR; the docs sentence did not). Cursor now gets its own row and its own `~/.cursor/mcp.json` snippet with the `url` field, in the panel and in both docs pages. Also `vat_close_check` -> `accounted_vat_close_check` in the reviewer test on both pages, matching the identifier used in the prompts section above it. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01HfZgiZmNN6qGEfgvXqxAeg * feat(settings,docs): one-click Connect to Claude, and cut the panel to one action Anthropic documents an install link for custom connectors: https://claude.ai/customize/connectors?modal=add-custom-connector&connectorName=NAME&connectorUrl=ENCODED (claude.com/docs/connectors/building/directory-vs-custom). It opens claude.ai with the connector name and URL prefilled; the user still reviews and confirms, and it grants nothing on its own. We were telling people to copy a URL and go paste it somewhere else instead. Settings panel, rendered and reviewed: - "Connect to Claude" button is now the only thing above the fold. Everything that needs a config file or a terminal (claude.ai manual paste, Claude Code, the plugin, Cursor) moved into one "Other clients" disclosure, and the API-key methods keep theirs. Four code blocks -> one button, 1057px -> 719px. - The connect group renders above the API-keys group. Connecting is why users open this tab; the tab's own intro says so. - Each entry inside the disclosures shows its instruction as visible text. They were `?` HelpPopovers, so the panel read as opaque code blobs with no instructions on screen. - Prose interpolates the brand's real casing, not the lowercased config key. Docs, both languages: Path A leads with the install link and drops from five manual steps to a link plus three short paragraphs, with the manual paste kept under a subheading. No raw HTML: the docs renderer has no rehype-raw, so <details> would have been silently dropped. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01HfZgiZmNN6qGEfgvXqxAeg * fix(settings,docs): correct claude mcp add syntax and the SSR install link Review follow-up. Both findings verified before acting on them. `claude mcp add --help` gives `claude mcp add [options] <name> <commandOrUrl>`: the URL is positional and there is no `--url` flag, so the API-key snippet would have failed on a missing argument. Both commands now put `--transport http` before the name and pass the URL positionally, in the panel and in both docs pages. The panel is server-rendered before it hydrates and window.location has no server equivalent, so the install link was built from a relative mcpBase in the first paint. A click in that window would hand claude.ai a connectorUrl it cannot resolve. The origin now resolves after mount and the anchor carries no href until it is known, which also makes it unclickable rather than wrong. Verified: the SSR HTML contains no claude.ai href and no relative connectorUrl, post-hydration the href is absolute, and there are no hydration warnings. DECISIONS.md: code-span the `gnubok_*`/`accounted_*` wildcards so they stop rendering as emphasis, and drop the "no one-click deeplink" claim from the earlier entry rather than leave a false statement standing two lines above its own correction. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01HfZgiZmNN6qGEfgvXqxAeg --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com> |
||
|
MattssonandClaude Fable 5
|
cd40127f0e |
feat(bank): expose bank-reported balance (booked + available) in UI, reconciliation, MCP and v1 API (#2118)
* feat(bank): expose bank-reported balance (booked + available) in UI, reconciliation, MCP and v1 API
The PSD2 sync has fetched the bank's reported balance for years but the
data was stranded (F7): the Bank-page source picker read a cash_accounts
column no sync ever updated (frozen at connect time), reconciliation
hard-coded external_balance to null for bank accounts, and neither MCP
nor the v1 API exposed any balance at all, so the only path to a current
bank balance was logging into the bank.
- getAccountBalance now returns booked + available from the same
quota-limited BALANCES response (previously all but one type discarded)
- every sync (manual + cron) mirrors balance, available_balance and
balance_updated_at into cash_accounts, fixing the stale picker
- new cash_accounts.available_balance column (additive migration)
- reconciliation bank kind: external_balance = bank-reported balance,
plus bank_reported_* fields and fetch timestamp in the bank block;
difference math stays movement-based and untouched
- reconciliation view shows "Saldo enligt banken ... hamtat {date}"
- MCP gnubok_list_cash_accounts returns the three balance fields; the
cash_today prompt now reports the bank's figure instead of teaching
agents to answer with the bookkept 19xx balance
- new GET /api/v1/companies/{companyId}/cash-accounts endpoint
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Ewu46quXgh9LSr9UwYusxm
* fix(bank): keep external_balance null for bank sign-offs; never fabricate a zero balance; guard the mirror against stale writers
Post-review fixes from the skeptic pass + CodeRabbit on PR #2118:
- external_balance stays null for the bank reconciliation kind: sign-off
persists it into account_reconciliations and bokslutsbilagor computes
closing - external from that row, so a today-balance stored on a
balansdag sign-off printed a phantom warning-red differens in the
year-end appendix. The bank-reported figure lives only in the
timestamped bank_reported_* pair in the bank block, and only when its
fetch timestamp exists (a balance of unknown age is suppressed).
- AccountOverview no longer falls back to today's date when the balance
timestamp is missing; the line is omitted instead.
- getAccountBalance returns null on an empty BALANCES response instead
of fabricating amount 0 with a fresh timestamp; sync keeps the
previous stored value.
- updateBalancesFromSync only writes over an older-or-missing
balance_updated_at, so an older sync run finishing later cannot move
the mirrored balance backwards.
- The inline initial backfill (picker save) now mirrors fetched
balances into cash_accounts too (accounts_data is deliberately not
re-written there).
- cash_today MCP prompt mentions the gnubok_call_tool bridge for hosts
that only see the default catalog.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Ewu46quXgh9LSr9UwYusxm
* fix(bank): express the stale-writer guard as two literal predicates for the schema guard
The .or() with a template literal pushed the no-phantom-columns
unresolvable-expression count over its ceiling. Same semantics, two
updates: one for rows with an older timestamp, one for rows with none.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Ewu46quXgh9LSr9UwYusxm
* fix(bank): rank interimBooked (ITBD) as a booked balance type before the generic fallback
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Ewu46quXgh9LSr9UwYusxm
---------
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
|
||
|
Jakob WennbergandClaude Opus 5
|
f1d76deaba |
fix(providers): stop dead-ending on a resource 403, and stop dropping every migrated kreditfaktura (#2113)
* fix(providers): stop dead-ending on a resource 403, and stop dropping every migrated kreditfaktura
Two independent defects in the provider migration, both customer-visible.
A per-resource 403 was classified as a dead grant. classifyProviderError mapped
any 401 or 403 to PROVIDER_AUTH_EXPIRED, which is fatal, so a Fortnox account
without leverantorsregister permission aborted the whole migration at the
suppliers step with "Anslutningen har gatt ut. Ateranslut" even though the same
token had just succeeded on the previous step. Reconnecting can never fix that,
and steps 4 and later never ran. The provider's own reason ("Saknar behorighet
for leverantorsregister.") never reached the user. A 403 is now non-fatal once
the same token has already succeeded in the run, the migration continues, and
the provider's reason is surfaced. A 401, or a 403 on the first call, keeps the
auth-expired path.
fetchCompanyInfoDirect swallowed every error and returned null, which made the
existing PROVIDER_API_MODULE_INACTIVE remediation unreachable: a Visma customer
whose api_standard module is off got a silent 200 with an empty company card
instead of the precise Swedish explanation that was already written.
Kreditfakturor were dropped entirely. entity-mapper wrote document_type
'credit_note', but invoices_document_type_check allows only invoice, proforma
and delivery_note, and credit notes are modelled by credited_invoice_id. Every
migrated kreditfaktura was rejected and counted as skipped. One customer
imported 255 sales invoices and 0 credit notes on 2026-08-31; AR and revenue
are overstated by the credited amounts, and kreditfakturor are
rakenskapsinformation. They now import as invoice rows with reversed amounts
and status 'credited', following the in-app credit convention. They import
unlinked: no provider DTO carries a reference to the invoice being credited, so
there is nothing to match on and guessing would corrupt the AR ledger. The
wizard says so instead of burying them in skipped.
Also makes the OAuth callback non-replayable from browser history (no-store
plus history replacement), which is what the "state rejected" events were: a
replay of a callback that had already succeeded seconds earlier. No
already-connected page, so consumed-vs-unknown state stays unobservable to an
unauthenticated caller. Expected PSD2 session expiry drops from error to warn.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_016ifKg6Ec67A39oxfGPU1yc
* fix(arcim): entity line needs the failed flag
The unlinked-credit-note row omitted `failed`, which the entityLines element
type requires. Caught by the zero-extensions build, not by vitest: the unit
suite does not typecheck.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_016ifKg6Ec67A39oxfGPU1yc
* fix(arcim): write the missing-reference disclosure onto the credit note itself
Review finding (swedish-compliance-review-bot): ML 17 kap 22-23 § wants a
kreditfaktura to reference the invoice it credits, and BFL 5 kap 6-7 § wants a
verifikation to reference its underlag. No provider DTO carries that reference,
so the pairing cannot be resolved at import and guessing it would corrupt the
AR ledger. Reporting the count in the migration wizard is not enough: a result
screen is not rakenskapsinformation, and the gap has to be legible on the
record itself years later.
The disclosure now goes into invoices.notes and supplier_invoices.notes,
preserving whatever note the provider sent.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_016ifKg6Ec67A39oxfGPU1yc
---------
Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
|
||
|
MattssonandClaude Fable 5
|
ee22c9c7b7 |
feat(connect): connector status + Synka nu row in Settings -> Abonnemang (PR6b-3) (#2104)
* feat(connect): connector status + Synka nu row in Settings -> Abonnemang (PR6b-3) Self-host only: shows per-upstream connector mode, key prefix, and the active company's granted capabilities from GET /api/connector/status, plus a manual run of the entitlement sync via the new authed POST /api/connector/sync (requireWrite, 60s cooldown) instead of waiting for the hourly cron. Hidden on hosted. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01KAUKbGUGtAmRhpDKfn84F5 * fix(connect): handle sync fetch rejection, count capabilities not rows, not_configured toast Skeptic findings on the Synka nu flow: a rejected fetch (instance restarting) was a silent no-op with an unhandled rejection; the success toast printed grant rows (companies x scopes) as capabilities; a not_configured outcome claimed the hosted service was unreachable. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01KAUKbGUGtAmRhpDKfn84F5 --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
||
|
MattssonandClaude Fable 5
|
aabddb592f |
feat(billing): multi-user paywall: multi_user capability, 20-day grace, owner-only dormancy (#2099)
* feat(billing): multi-user seat gate: multi_user capability, 20-day grace, owner-only dormancy Multiple people in one company becomes a paid capability (multi_user, the eighth PAID key). Derived at access time from capability_grants, no status column, no enforcement cron: - entitled: active grant (trial/stripe/team/manual/comp), everyone works - grace: newest grant expired < 20 days ago; countdown banner for everyone in companies with > 1 user; invites still allowed - frozen: only role=owner resolves; other memberships go dormant (rows untouched, paying reactivates instantly); invites 403 with paid-plan upsell Enforcement: new resolve_active_company_gated RPC (zero-arg RPC and RLS twin untouched: they also run on self-hosts, where the gate never bites), gated query fallback for service-role/API-key paths, setActiveCompany guard, MCP company-access check, invite route. Middleware routes all-frozen users to a new /paused page; the switcher greys locked companies. Migration 20260901081417 (applied to staging): trial trigger seeds multi_user, backfills for mid-trial companies, active Stripe subs, team agreements, and a grandfather grant (expires now, i.e. grace = deploy + 20 days) for existing unpaid multi-member companies. Daily cron mails owners at grace start and last day. Strings in sv+en; pg-real + unit tests included. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01L4tNt8wRG3a5iuU1JE2pnP * fix(billing): multi-user seat gate hardening from skeptic review - Stripe cancel now EXPIRES the multi_user stripe grant instead of deleting it: the 20-day grace window hangs on an expired row, so a deleted one froze churned payers' staff instantly with no banner and no mail. Other stripe grants keep the freeze-and-retain delete. - New SECURITY DEFINER company_multi_user_state() RPC (migration 20260901083726, applied to staging) and RPC-first getMultiUserState: capability_grants RLS hides team-scoped rows from non-team users, so user-client reads misread byra-covered companies as frozen (switch refusal, wrong switcher locks). - Byra-kind teams get a standing team-scoped multi_user grant (backfill + teams trigger): byra client companies have no company-scoped trial by design, so a grantless byra team would freeze every consultant and client user. - Comped/manual companies with active PAID-key grants extend to multi_user (a comped company must not read as paying while locking out user two). - /api/v1 gets the same dormancy gate as MCP (frozen non-owner -> 403). - PGRST202 on resolution fails OPEN (pre-migration DB has zero multi_user rows; the gated fallback would have frozen every non-owner mid-deploy). - Grace cron: covers team-scoped lapses (byra agreement ending) and skips the start mail for the hand-mailed grandfather cohort. - Tests updated/added across all touched surfaces; pg tests for the new RPC and byra trigger; trial-suppression pg test extended to 8 keys. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01L4tNt8wRG3a5iuU1JE2pnP * fix(billing): decouple seat-gate env check and fail open on gate read throws CI round 1 on #2099: - isMultiUserEnforced no longer imports has-capability: several route test suites partially mock that module and the vitest mock guard threw from inside the v1 seat gate, turning expected 4xx responses into 500s. multi_user is never a connector capability, so the bypass reduces to the same env reads, now inlined. - getMultiUserState wraps its resolution in a fail-open try/catch: a client without .rpc or a thrown network error must never lock users out. - no-phantom-columns ceiling 391 -> 393 with reasons: the seat gate's .or() scope filter (server-resolved UUIDs) and the Stripe cancel expiry update's timestamp .or(); all columns in both strings are literals. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01L4tNt8wRG3a5iuU1JE2pnP * fix(billing): membership-guard the multi-user entitlement RPCs (Superagent P3) company_multi_user_ok and company_multi_user_state are SECURITY DEFINER and were granted to authenticated with a caller-supplied company UUID: any logged-in user could probe an arbitrary company's billing state and grace deadline across tenants. Migration 20260901091752 (applied to staging) requires an auth.uid() membership in the target company when a JWT is present, keeps service-role/definer contexts unrestricted, and clamps the grace window to [0, 20] days. pg tests: stranger gets false/NULL, member reads normally, oversized p_grace_days cannot widen the probe. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01L4tNt8wRG3a5iuU1JE2pnP --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
||
|
MattssonandClaude Fable 5
|
ca12b1855e |
fix(connect): PR #1758 CodeRabbit follow-up: connector status hardening, i18n strings, doc alignment (#2098)
* fix(connect): PR #1758 CodeRabbit follow-up: harden connector status, i18n the connector-mode strings, align docs - getConnectorConfig() rebuilds baseUrl as origin + path: userinfo, query and fragment are stripped (warn-logged without the raw value) so nothing secret-shaped pasted into GNUBOK_CONNECT_URL survives into the /api/connector/status echo or the derived proxy URLs (CWE-200) - /api/connector/status responds Cache-Control: no-store on both branches (key prefix + wiring layout out of shared browser caches, CWE-525) - CWE-319 thread verified as no-change: both connector-mode helpers derive from getConnectorConfig(), which fails closed on non-https - SkatteverketConnectPanel tooltips and BankSyncNowButton gate/upsell strings moved to messages/sv.json + messages/en.json keys - DECISIONS.md: MD037 fix on line 1146 (backtick the glob), line 1147 reworded to grants-written-wiring-pending, decision lines appended (incl. declining the UpgradeNote children-append suggestion) - docs/SOVEREIGN.md availability wording aligned with SELF-HOSTING.md: infra merged, keys issued manually on request, client wiring pending Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01UKZUp1nePr8sVDoLkMSxbS * docs(connect): skeptic follow-up: bank client wiring is merged (#2094), SKV pending, no keys issued until it lands Skeptic refutation on PR #2098: SOVEREIGN.md claimed the services 'do not carry traffic' while this branch already contains #2094 (EB client proxy routing), and 'issued manually on request' contradicted the standing no-key-before-full-PR6b rule while skatteverketConnectorMode() has no client consumer yet. SOVEREIGN.md, SELF-HOSTING.md and DECISIONS.md line 1147 now all say: bank client wiring merged and carries traffic with a key, Skatteverket client wiring ships in a following release, keys are not issued until it lands. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01UKZUp1nePr8sVDoLkMSxbS --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
||
|
MattssonandClaude Fable 5
|
a47d54f1d7 |
feat(supplier-invoices): sortable list columns matching the customer invoice list (#2091)
Adds client-side sorting to /supplier-invoices: all seven columns get the same accessible SortableHeader as /invoices, backed by a pure comparator (Swedish collation, nulls last, displayed-value semantics, stable invoice_date/id tie-break). The click cycle is tri-state (asc, desc, back to the API default of due date ascending) per the verifikat-list precedent, since this list has a meaningful default order to return to. The detail-pager list context follows the sorted order. Claude-Session: https://claude.ai/code/session_01DZSVsZqbx8vDnC2SXunNaR Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
||
|
MattssonandClaude Fable 5
|
1d63e0f72b |
fix(settings): reachable opt-in toggle for the bookkeeping digest (#2085)
* fix(settings): reachable opt-in toggle for the bookkeeping digest The digest toggle shipped in PR #2078 inside the push-notifications extension's settings panel, but that extension is not enabled on hosted (extensions.config.json), so the panel never renders and nobody could opt in: the cron and email path were live with an unreachable switch. Adds an "Aviseringar" group on the core account settings tab with the email_digest_enabled toggle (upsert on notification_settings, own-row RLS), localized in both sv and en. The extension panel keeps its copy for installs that enable push-notifications. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_0122MznXxrLRyT96fGhfyzD4 * fix(i18n): natural English label for the digest toggle Skeptic note: "New to bookkeep" is awkward; "New items to book" mirrors the Swedish "Nytt att bokföra". Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_0122MznXxrLRyT96fGhfyzD4 * fix(settings): log digest-toggle read/write failures Compliance swarm (ASVS V16.2, SOC 2 CC7.2): the catch blocks swallowed errors silently; surface them via console.error like the sibling notification settings component. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_0122MznXxrLRyT96fGhfyzD4 --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
||
|
MattssonandClaude Fable 5
|
f216a60bf8 |
feat(invoices): per-line percentage discount and separate fakturamarkning (#2084)
* feat(invoices): per-line percentage discount and separate fakturamarkning User request: rabatt i procent per artikelrad, and a marking field separate from Er referens. - invoice_items.discount_percent (0-100, default 0): line_total and vat_amount are stored NET of the discount. Shared exact-ore math in lib/invoices/line-amounts.ts (gross, discount, net) used by the web builder, staged-operation commit, editor preview, PDF, and Peppol. Undiscounted lines keep the legacy unrounded qty*price byte-identical. - ROT/RUT deduction computes on the discounted net line total. - invoices.invoice_marking: printed on the PDF next to the references and mapped to Peppol BT-10 BuyerReference (marking wins over your_reference; either satisfies the BT-10 requirement). - Peppol renders the discount as a BG-27 line AllowanceCharge (reason code 95, MultiplierFactorNumeric, Amount, BaseAmount). - Editor: "Lagg till rabatt" in the row menu (same reveal pattern as ROT/RUT), Markning row next to Er referens, forval chip, review dialog shows discounts and marking. - Plumbed through v1 REST projections, MCP create/get/update invoice tools, pending-operations update path, and copy-invoice (discount copied; marking deliberately not, it is recipient-specific). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01JJAt9yM7tgZ69f1XnNnq52 * fix(invoices): carry discount_percent through every deduction, credit, convert and preview path Skeptic + CI findings on the discount/marking feature, one pass: - generateRotRutLines and propose-send-lines now pass discount_percent into computeDeduction: the send/credit/cash verifikat booked 1513 on the GROSS line while deduction_total, the PDF and the Skatteverket claim carried the net, stranding the difference on 1513 and pushing 1510 negative once the customer paid. Test pins 1513=3000/1510=7000 for a 20%-discounted 10 000 kr ROT line. - preview-pdf route accepts discount_percent (net totals + net-based deduction) and invoice_marking; the editor now sends the marking, so the preview equals the invoice it becomes. - Credit notes carry discount_percent (buildCreditNoteItem, v1 credit route select+insert, MCP credit executor) and invoice_marking, so the kreditfaktura face arithmetic multiplies out and shows the Rabatt column (ML 17 kap 24 §). - Proforma->invoice convert copies discount_percent + invoice_marking: the converted invoice previously failed Peppol LINE_TOTAL_MISMATCH and lost the rebate on the next builder pass. - Editor hides the discount menu in self-billed mode (the self-billed wire shape has no discount; previewed net would book gross). - MCP staging and commitCreateInvoice reject a non-number discount_percent (a string coerced past the range check but was ignored by the totals math and still stored). - Regenerated skills/accounted-api (apiskill:check CI failure). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01JJAt9yM7tgZ69f1XnNnq52 --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
||
|
Jakob Wennberg
|
d67879b786 |
feat(onboarding): ChatGPT side door on the Connect to Claude step (#1981)
The checklist's closing step keeps Anslut till Claude as the one-click primary and gains a collapsed Anvander du ChatGPT? expander with the manual custom-connector path (Settings > Apps > Advanced settings > Developer mode) and a copy-server-address button built from the page origin. Expanding fires onboarding_setup_step_started { step: 'chatgpt' }.
|
||
|
|
6ac9679fb5 |
feat(auth): base available login methods off GoTrue providers (#1869)
* feat(auth): base login fields on GoTrue providers Signed-off-by: Goostaf <gasplund2@gmail.com> # Conflicts: # app/(auth)/login/login-client.tsx # app/(auth)/register/page.tsx * fix: address feedback Signed-off-by: Goostaf <gasplund2@gmail.com> * chore: remove hardcoded Google enabled checks Signed-off-by: Goostaf <gasplund2@gmail.com> # Conflicts: # .env.example * feat: show label when password login is disabled Signed-off-by: Goostaf <gasplund2@gmail.com> * feat: use MicrosoftMark, correct comment Signed-off-by: Goostaf <gasplund2@gmail.com> * feat: display custom providers Signed-off-by: Goostaf <gasplund2@gmail.com> * feat: show when no methods are available Signed-off-by: Goostaf <gasplund2@gmail.com> * feat: display custom provider labels Signed-off-by: Goostaf <gasplund2@gmail.com> * feat: add SAML login path Signed-off-by: Goostaf <gasplund2@gmail.com> * feat: show when no methods are available Signed-off-by: Goostaf <gasplund2@gmail.com> * fix: display SAML button when enabled Signed-off-by: Goostaf <gasplund2@gmail.com> * fix: preserve nextPath and broken key Signed-off-by: Goostaf <gasplund2@gmail.com> * fix: redirect test to client Signed-off-by: Goostaf <gasplund2@gmail.com> * fix: expose registerEnabled Signed-off-by: Goostaf <gasplund2@gmail.com> * feat: provider allowlist and request timeout Signed-off-by: Goostaf <gasplund2@gmail.com> * fix: restore compact labels Signed-off-by: Goostaf <gasplund2@gmail.com> * refactor: move withTimeout implementation to utils Signed-off-by: Goostaf <gasplund2@gmail.com> * fix: include nextPath Signed-off-by: Goostaf <gasplund2@gmail.com> * fix: export function and test case Signed-off-by: Goostaf <gasplund2@gmail.com> * feat: only show SAML button if vars configured Signed-off-by: Goostaf <gasplund2@gmail.com> * fix(auth): map SAML sign-in error through getErrorMessage The antipattern ratchet (check:guards, raw-user-error) rejects a raw error.message reaching a user-visible sink. Route the signInWithSSO error through getErrorMessage like the other auth error paths. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_013BAzJjXQBa9F5L1U42wUMj Signed-off-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> * feat(auth): GitHub brand mark on the provider button; decision log GitHub allows its invertocat in solid black/white, so currentColor is correct; custom OIDC providers keep the generic key icon. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_013BAzJjXQBa9F5L1U42wUMj Signed-off-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> --------- Signed-off-by: Goostaf <gasplund2@gmail.com> Signed-off-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
||
|
Jakob Wennberg
|
dc07ca8872 |
feat(transactions): steer private marking in locked periods to ignore, with v1 and MCP ignore verbs (#1661) (#2031)
Decision (option a): a private marking stays a real booking (eget uttag/insattning), so it remains blocked in a locked or closed period; the legal escape for rows that are not affarshandelser is ignore. Private + locked now returns TX_CATEGORIZE_PRIVATE_PERIOD_LOCKED with remediation naming the ignore paths instead of a bare PERIOD_LOCKED, on all four categorize surfaces and the bulk driver. New v1 POST/DELETE /transactions/{id}/ignore (isTransactionBooked-based 409, idempotent) and a staged MCP gnubok_ignore_transaction (+ accounted_ alias, search visibility to respect the tools/list payload ceiling) with operation_type ignore_transaction; the CHECK pair 20260831070000/070001 rebuilds the constraint from main's newest list plus the new value. Dashboard toast gains an Ignorera i stallet action. Closes #1661
|
||
|
MattssonandClaude Fable 5
|
dd8c06a8fa |
fix(dashboard): offer bank connection in the all-clear Att gora state (#2049)
* fix(dashboard): offer bank connection in the all-clear Att gora state When the Att gora worklist is all-clear but the company has no active bank connection, the plain "Allt klart!" praised silence that was really a setup gap: nothing flows in automatically. The empty state now says so and offers "Anslut bank" linking to /settings/banking. Fetch errors degrade to the ordinary all-clear copy, mirroring the emptyLedger rule. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_011oUS7VoKWMj3jqQmdnop6R * fix(dashboard): reword no-bank hint so it holds for automatic non-bank feeds Skeptic finding: a company on the Stripe transaction feed (nightly cron into transactions) with no PSD2 connection would read "inga nya transaktioner kommer in automatiskt" as a false statement. Reworded to an invitation that is true for every cohort. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_011oUS7VoKWMj3jqQmdnop6R * fix(dashboard): scope the no-bank hint to bank transactions CodeRabbit: "nya transaktioner" could still read as covering non-bank feeds; say "banktransaktioner" / "bank transactions". Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_011oUS7VoKWMj3jqQmdnop6R --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
||
|
MattssonandClaude Fable 5
|
516e8b62ff |
feat(inbox): match non-invoice documents via prominent amounts (#2048)
* feat(inbox): match non-invoice documents via prominent amounts Bankintyg, bank agreements and other documentKind "other" PDFs carry no invoice-style total, so extraction correctly left totals.total null and the document became structurally unmatchable: findUnderlagCandidates hard-drops items without a comparable amount and the picker lost the 40% amount signal. - extraction: new prominentAmounts[] field (amount + document's own label), populated only when totals.total is null; account/org/phone/reference numbers and zero amounts excluded. totals.total semantics untouched. - matching: bestProminentAmountVariance() tries each printed amount and feeds calculateMatchConfidence at reduced weight (0.3 vs 0.4) in both the agent candidate scorer and TransactionMatchPicker. - UI: inbox rail shows the detected amounts read-only for such documents, list falls back to a single distinct prominent amount, and extraction no longer reads as "found nothing". Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Hqm9QgdyNAFaWiz6Ww7pgb * fix(inbox): discount prominent-amount fallback instead of reweighting it Skeptic pass refutations on the first commit: normalized weighting made a reduced amount weight self-defeating. Date + exact fallback amount with no merchant scored (0.25+0.3)/0.55 = 1.0 ("100% sakerhet" on a wrong same-day transaction), and a DISAGREEING fallback amount scored above a disagreeing invoice total (0.67 vs 0.60) because shrinking the weight also shrank the penalty. - score fallbacks at full amount weight, then multiply by a flat FALLBACK_CONFIDENCE_FACTOR (0.85): agreement caps below certainty, disagreement stays at least as damning as for a real total. - agent candidate surface additionally requires the document date within DATE_TOLERANCE_DAYS, so an avtal listing 349 kr no longer matches every future 349 kr charge from the same counterparty. - bestProminentAmountVariance returns which amount matched + its document label, and the match reason names it ("Exakt belopp i dokumentet: 2 500 SEK (Engangspris)"): no more bare "Exakt belopp" reaching the agent while total_amount is null. - prompt: prominentAmounts restricted to non-invoice documentKinds, and never a parking spot for an unreadable invoice total. - fix the stale "deliberately the same list" comment on EXTRACTED_FIELD_ACCESSORS. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Hqm9QgdyNAFaWiz6Ww7pgb * fix(receipt-hunt): never propose on the prominent-amounts fallback Second skeptic pass: the nightly hunt is a third consumer of scoreUnderlagCandidates and inherited the fallback unaware. A bankintyg whose printed "Insatt belopp" equals a same-day outflow scores 0.85, which clears CERTAIN_CONFIDENCE (0.8) and skips LLM adjudication, on a pairing wrong by construction (the hunt scans outflows only; "Insatt belopp" labels an inflow), with document_amount null in the approval preview. UnderlagCandidate now carries amountSource ('total' | 'prominent') and selectProposals drops fallback-scored candidates. Non-invoice documents stay reachable through the manual picker and the agent candidate surface, both of which have a human reading the amounts. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Hqm9QgdyNAFaWiz6Ww7pgb * fix(inbox): round fallback confidence via roundOre, not the naive pattern The two confidence discounts (and their test) tripped the naive-ore-round antipattern ratchet (625 vs baseline 622); use the sanctioned helper. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Hqm9QgdyNAFaWiz6Ww7pgb --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
||
|
MattssonandClaude Fable 5
|
f43a6653f1 |
feat(salary): update_salary_run MCP tool and editable draft payment date (#2041)
* feat(salary): update_salary_run MCP tool and editable draft payment date payment_date drives the booking entry date but was only editable via the v1 PATCH. Close the gap on both remaining surfaces: - New staged MCP write tool gnubok_update_salary_run (search-only catalog; tools/list budget is at zero headroom) accepting the exact v1 PATCH field set: payment_date, voucher_series, notes. Draft-only with the same optimistic lock semantics, via a new shared service lib/salary/update-run.ts used by both the staging preflight and the commit executor. - Run header UI: payment date on a draft run is now an inline date input (prefilled, committed on blur/Enter, snaps back on failure), saved through the existing internal PATCH. Read-only once not draft. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018zGah8Yy49esAwpnKGxiGy * fix(salary): op-type migration, calc invalidation on date change, scanner compliance Consolidated CI + review fix pass for #2041: - pg-real: add 'update_salary_run' to pending_operations_operation_type_check (wholesale re-create, NOT VALID + VALIDATE pair, mirroring 20260828160000/1). - Swedish accounting review: a payment_date change on a draft run now clears every roster row's calculation_breakdown (shared service and internal PATCH alike), so both book preflights refuse the run until a recalculation has run against the new date; skatteavdrag and the AGI redovisningsperiod follow the payment month. Staging preview exposes invalidates_calculation and the next hint states the clearing. - no-phantom-columns: literal select strings in update-run.ts; ceiling +1 with a documented reason for the inherent patch-shaped UPDATE payload. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018zGah8Yy49esAwpnKGxiGy * fix(salary): close skeptic findings on payment_date editing Skeptic round 1 refuted two paths; both closed: - Retry idempotency (correctness): the calculation_breakdown clear was gated on new-date-differs-from-stored, so a retry after a partial failure (header committed, clear failed) compared against the already updated date and skipped the clear forever, leaving a stale calculation bookable. The clear is now gated on payment_date being SUPPLIED, on all three surfaces (shared service, internal PATCH, v1 PATCH: the v1 route previously had no clear at all and bypassed the invariant). - Kontantprincipen (compliance): AGI derives its redovisningsperiod from period_year/period_month while the verifikat books on payment_date, so a cross-month payment_date change could book salary in one month and declare it in another. All three edit surfaces now refuse a payment_date outside the run's period month with the new structured error SALARY_RUN_PAYMENT_DATE_OUTSIDE_PERIOD; the UI date input is min/max-bounded to the period month. - The internal PATCH update is now optimistic-locked on status='draft' (races return 400 instead of silently writing), matching the v1 PATCH and the shared service, and the clear cannot fire for a run that left draft. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018zGah8Yy49esAwpnKGxiGy * fix(salary): carry book_skattekonto op types through the constraint re-create The sibling migration 20260830130000 (merged from main) re-created pending_operations_operation_type_check with book_skattekonto_row and book_skattekonto_rows. This branch's 20260830150000 sorts after it and re-creates the constraint wholesale, so its list must be that migration's superset or the two values would be silently revoked at apply time. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018zGah8Yy49esAwpnKGxiGy * fix(salary): value-validate internal PATCH and grandfather out-of-period dates Two skeptic follow-ups: - The internal PATCH now validates values, not just keys: JSON body must be an object, payment_date must be ISO (shared ISO_DATE_RE), voucher_series a single A-Z letter, notes a string of max 2000 chars or null: the same rules as the v1 UpdateSalaryRunSchema, so nothing unvalidated can reach the DB through the whitelist. - Creation does not (yet) couple payment_date to the period month, so a legally created out-of-period date must stay correctable. All three edit surfaces now allow day adjustments within the run's CURRENT payment month as well as the period month (grandfather clause); no move can introduce a new wrong month. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018zGah8Yy49esAwpnKGxiGy * fix(salary): resolve migration version collision with delete_draft_invoice Main's delete_draft_invoice PR landed on the same 20260830150000/150001 versions and also re-creates pending_operations_operation_type_check. Rename this branch's pair to 20260830160000/160001 (applies last) and carry delete_draft_invoice through the wholesale re-create so nothing is silently revoked. Final list = sibling's list + update_salary_run. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018zGah8Yy49esAwpnKGxiGy * docs(salary): regenerate accounted-api skill for the new PATCH pitfalls apiskill:check byte-compares the generated skill against the registry; the two pitfalls added to the v1 salary-runs PATCH endpoint made references/salary-runs.md stale and failed Core Build. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018zGah8Yy49esAwpnKGxiGy --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
||
|
MattssonandClaude Fable 5
|
e92b5a59b2 |
fix(reminders): settings UI discloses that automatic sending is disabled (#2033)
* fix(reminders): settings UI discloses that automatic sending is disabled The invoice reminder cron has answered 503 since May 2026 (PR #583), so no automatic reminders are sent, but the settings UI still let users configure reminder day levels as if sending worked. Introduce REMINDERS_SENDING_ENABLED (lib/invoices/reminders-enabled.ts) as the single shared flag read by both sides: the cron route uses it as its 503 gate (with the original sending pipeline restored behind it, so re-enabling later is one flag flip), and the invoice settings form shows an attn notice while the flag is off. Schedule settings stay editable; notice strings added to both sv and en locales. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01NtvffGr6uVk2J2Skuz6L98 * docs(reminders): correct the re-enable contract after skeptic review The flag docblock, route docblock, and test header claimed flipping REMINDERS_SENDING_ENABLED alone resumes sending. False on hosted: the route has had no vercel.json cron entry since PR #559 and the crontab ratchet pins it in INTENTIONALLY_UNSCHEDULED, and POST requires the cron secret so no dashboard can trigger it. Rewrite the claims into the real re-enable checklist and record the pre-flip prerequisites surfaced by review: invoice_reminders lacks a unique (invoice_id, reminder_level) constraint and the fee entry is booked before the reminder row, so a run dying mid-batch double-books the fee; the backlog would get highest-level reminders first. Comments and a test name only; no runtime change. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01NtvffGr6uVk2J2Skuz6L98 --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
||
|
MattssonandClaude Fable 5
|
341d61131a |
fix(auth): email-change recovery re-send and confirmation feedback (#2034)
* fix(auth): email-change recovery re-send and confirmation feedback A half-completed secure email change was a dead end: the pending-address short-circuit in /api/account/email swallowed every retry without re-sending mails, so once the confirmation links expired the user could never recover, and confirmation clicks landed on the dashboard with no feedback at all. - /api/account/email: only short-circuit a repeat request while the pending mails are fresh (30 min); a stale pending change falls through to GoTrue, which restarts the change and re-sends both mails - /auth/callback: type=email_change now redirects to a status page (/auth/email-change) that says whether one click remains, the change is complete, or the link was dead, instead of landing silently - auth mail templates: both email-change mails explain that two mails are sent and both links must be clicked - settings: the save button re-enables for the pending address as Skicka igen, so users can trigger the re-send themselves Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018sbGMZQE5W7KfSVFjK7E4p * fix(auth): exempt email-change confirmations from the authenticated /auth bounce (skeptic findings) - middleware: let /auth/email-change and /auth/callback?type=email_change through for authenticated users; the bounce to / swallowed confirmation clicks before verifyOtp ran (pre-existing since #2017) - email-change done page resolves the WL-14 landing destination for the CTA - /api/account/email returns resent flag; settings toast says mails were already sent instead of claiming a fresh send Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018sbGMZQE5W7KfSVFjK7E4p --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
||
|
MattssonandClaude Fable 5
|
9f8fa1b692 |
feat(invoices): draft invoice delete on v1 and MCP with staged approval (#2036)
* feat(invoices): draft invoice delete on v1 and MCP with staged approval
Draft customer-invoice deletion was web-only. This makes the same
semantics available on the v1 API-key surface and as an MCP write tool:
unnumbered drafts are hard deleted (no F-series number was consumed, so
no gap arises), numbered drafts are makulerade (status 'cancelled',
number retained so the F-series stays gap-free per ML 17 kap 24 and
BFNAR 2013:2). Non-drafts are refused; posted invoices can only be
reversed via a credit note.
- extract the web DELETE logic into lib/invoices/delete-draft-invoice.ts
with an explicit userId param (service-role clients null auth.uid());
the cookie route behavior is unchanged
- add DELETE /api/v1/companies/{companyId}/invoices/{id}: 409
INVOICE_DELETE_NOT_DRAFT for non-drafts (status override; the cookie
route keeps its 400), 404 generic NOT_FOUND, dry-run preview of the
outcome, mandatory Idempotency-Key; scope invoices:write
- fix the stale v1 PATCH pitfall that claimed a DELETE handler existed
- new MCP tool gnubok_delete_draft_invoice: staged operation requiring
approval, risk 'high' (both outcomes irreversible, never
auto-committed), catalogVisibility 'search' (tools/list budget at zero
headroom)
- delete_draft_invoice commit executor delegating to the shared service,
plus pending_operations CHECK constraint migration pair
(20260830100000/100001), risk tier, scope map, Granskning vocabulary
and sv/en labels
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01NtvffGr6uVk2J2Skuz6L98
* fix(migrations): renumber delete_draft_invoice pair after 20260830101500 on main
Merging origin/main brought 20260830101500_seed_agent_atom_bodies; the
constraint pair must sort after every version already on main so it
never applies out of order at merge time.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01NtvffGr6uVk2J2Skuz6L98
* docs(api-skill): regenerate accounted-api skill for the new invoices.delete endpoint
apiskill:check failed on CI: registering DELETE /invoices/{id} makes the
generated skills/accounted-api docs stale. Output of npm run
apiskill:generate, no hand edits.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01NtvffGr6uVk2J2Skuz6L98
* fix(invoices): pin staged delete outcome and align v1 risk metadata
Skeptic findings on PR #2036:
- Outcome pin: gnubok_delete_draft_invoice stages
expected_invoice_number alongside invoice_id; the executor passes it to
deleteDraftInvoice, which refuses with INVOICE_CANCEL_RACE when the
draft's number changed since staging. An unnumbered draft finalized
between staging and approval is now auto-rejected with a message naming
the new number, instead of silently switching from the approved hard
delete to a makulering. Ops staged without the pin keep legacy
semantics; single-phase callers (web, v1) are unaffected.
- v1 invoices.delete registerEndpoint risk raised medium -> high to match
the delete_draft_invoice pending-op tier (both outcomes irreversible);
generated accounted-api docs regenerated.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01NtvffGr6uVk2J2Skuz6L98
* fix(migrations): renumber delete_draft_invoice pair after skattekonto collision
Merging origin/main brought PR #2039's 20260830130000/130001 pair, which
collides with this branch's versions AND re-creates the same
pending_operations CHECK wholesale. Renumber to 20260830150000/150001 and
rebuild the value list as a strict superset (skattekonto list plus
delete_draft_invoice) so applying last revokes nothing.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01NtvffGr6uVk2J2Skuz6L98
---------
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
|
||
|
MattssonandClaude Fable 5
|
8f68421fef |
feat(skatteverket): expose skattekonto row booking via MCP staged operations (#2039)
* feat(skatteverket): expose skattekonto row booking via MCP staged operations Skattekonto READ and RECONCILE were already MCP tools, but BOOKING rows existed only behind the cookie-session extension routes. This closes the flow on API-key surfaces: - New staged MCP write tools gnubok_book_skattekonto_row and gnubok_book_skattekonto_rows (batch, 1-200 ids), catalogVisibility 'search', STAGED_OPERATION_SCHEMA, stage-time bookability gates and rule-matched counter-account preview. Staging never books. - New pending-operation types book_skattekonto_row / book_skattekonto_rows (CHECK constraint migration pair, risk tier medium, sv/en labels). - Commit executor reaches the skatteverket extension through the registry-resolved services channel (core never imports @/extensions): new commitBookSkattekontoRows service wraps the SAME bokforSkattekontoTransactionsBatch helper the HTTP bokfor-batch route uses (draft + commit per row via the bookkeeping engine, requireSettled), with the approving user id passed explicitly (auth.uid() is NULL on the service client). No booking math or account mapping changed: auth-surface exposure only. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018zGah8Yy49esAwpnKGxiGy * chore(migrations): move book_skattekonto constraint pair after main's newest version origin/main gained 20260830101500 while this branch was in flight; keep the new pending_operations constraint migrations sorted after it so they apply in order. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018zGah8Yy49esAwpnKGxiGy * fix(skatteverket): resolve CI and review findings for skattekonto booking tools - Inline the skattekonto_transactions select strings at both stage-time call sites so the no-phantom-columns scanner can resolve them (the shared const pushed the unresolvable-expression count past the ceiling and failed Unit tests 3/4). - Return a fixed public message from the commitBookSkattekontoRows batch-level catch instead of the raw exception text; the raw error stays in the server log (Superagent P2). - Add verifikat_description to the staged previews so the reviewer sees the exact ledger text the booking helper writes, Skatteverket motpart included (Swedish accounting review). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018zGah8Yy49esAwpnKGxiGy --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
||
|
MattssonandClaude Fable 5
|
3cf2e10740 |
feat(reminders): per-company reminder text overrides with per-field reset (#2038)
* feat(reminders): per-company reminder text overrides with per-field reset Add company_settings.reminder_text_overrides (JSONB, migration 20260830100000): optional subject/body per reminder level, storing only diffs from the defaults. Reminder templates now express their defaults as placeholder patterns and render stock and override mails through one substitution pipeline (placeholders, HTML escaping, subject sanitizing), so the settings prefill is exactly the sent mail. The level 3 default is strengthened into an explicit inkassovarning (8 days, handover to inkasso, costs per lag (1981:739)); text only, no fee or interest math changes. New ReminderEmailTextsSettings editor (per-level tabs, effective value prefilled, per-field reset, placeholder legend) mounted in the invoicing settings, strings in sv + en, and reminder_text_overrides added to UpdateSettingsSchema with schema and template tests. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018zGah8Yy49esAwpnKGxiGy * chore(migrations): bump reminder_text_overrides to 20260830120000 Main gained 20260830101500_seed_agent_atom_bodies after this branch cut its version, so the file moves to a fresh later timestamp to keep remote migration history append-only. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018zGah8Yy49esAwpnKGxiGy * fix(reminders): serialize override saves and fix Swedish hint grammar CodeRabbit review: queue the whole-object PUTs in ReminderEmailTextsSettings so an older in-flight snapshot cannot replace a newer edit, and start the level 3 hint with "Den slutliga paminnelsen". The NOT VALID suggestion on the migration CHECK is declined: company_settings is one row per company, migration files run in a single transaction, and the invoice_email_texts precedent shipped the identical constraint shape. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018zGah8Yy49esAwpnKGxiGy --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
||
|
Jakob Wennberg
|
d11d0a2e90 |
feat(reconciliation): match one bank event to several verifikationer (1:N) (#1553) (#2029)
One bank row can now settle several vouchers: journal_entry_id stays NULL and one transaction_voucher_links row per voucher carries a signed allocated_amount slice (sum must equal the row within the link tolerance, each slice bounded by the voucher's net line on the account). linkTransactionToVouchers does the locked transaction UPDATE first and rolls back on a failed junction insert; unlink and the re-booking guards understand junction-only rows; a storno of one of the N vouchers releases the row when the remaining slices no longer sum to its amount. The worksheet's right pane becomes multi-select when exactly one bank row is picked (Koppla only at difference 0); the v1/dashboard pair schemas accept allocations; the MCP reconcile resolver and executor carry 1:N pairs; skattekonto keeps single-pointer semantics. Closes #1553 |
||
|
Jakob Wennberg
|
523fba0419 |
feat(email): SMTP mailer behind the EmailService seam (EMAIL_PROVIDER=smtp); Resend stays the hosted default (#1746)
SmtpEmailService (nodemailer 9.0.5, exact-pinned) behind the existing EmailService seam. Provider resolution: EMAIL_PROVIDER wins, else RESEND_API_KEY selects Resend (hosted byte-identical), else SMTP_HOST selects SMTP. From header is built exactly like the Resend service after #1956 (no 'via <app>', fromAddress honored, platform-sender retry). STARTTLS is required by default (requireTLS) with SMTP_REQUIRE_TLS=false as an explicit opt-out for a plaintext LAN relay. Docs, env examples and the generated extension registry updated. |
||
|
Jakob Wennberg
|
8ec12fefc7 |
feat(members): always return the company invite link so it can be shared without a mail provider (#1710) (#2020)
POST /api/company/members/invite now returns the accept link alongside email_sent and user_provisioned (the NODE_ENV=development gate from #153 is gone, so self-hosted Docker operators without Resend can invite colleagues). CompanyMembersSection ports the TeamPanel share-link pattern: an attention line with a copy action when the mail did not go out, a quiet line otherwise. Docs cover invites without Resend and the revoke-and-re-invite rule. Refs #1710 (SMTP delivery itself is #1746). |
||
|
Jakob Wennberg
|
521f437072 |
feat(migration): link migrated invoices to their registration voucher (#1463) (#2024)
Visma and Fortnox migrations now carry each invoice's source voucher reference, and after the invoice steps a core linker resolves it against the SIE-imported ledger (voucher-ref resolver by date, corroborated by the 244x credit / 151x debit amount, posted only, unreferenced only) and writes registration_journal_entry_id / journal_entry_id. Anything ambiguous, mismatched or unresolved is reported and left NULL; journal entries are never written. The arcim-migration /reconcile endpoint can relink already-migrated companies. Payment vouchers are PR B. Refs #1463 |
||
|
MattssonandClaude Fable 5
|
7f0f25b558 |
feat(account): self-service login email change with double confirmation (#2017)
* feat(account): self-service login email change with double confirmation New POST /api/account/email requests the change via the user session so Supabase's AAL2 guard applies, and the account settings page gets an email row with pending-confirmation state. Confirmation mails (both addresses) and the /auth/callback email_change verification already existed; this wires the missing initiation. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018sbGMZQE5W7KfSVFjK7E4p * feat(account): map email_exists to a 409 with Swedish copy Changing to an address that already has an account is refused by GoTrue (addresses are unique per auth user); surface that as a clear conflict instead of the generic fallback. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018sbGMZQE5W7KfSVFjK7E4p * fix(account): trusted redirect origin + profiles.email sync trigger (skeptic findings) - emailRedirectTo now derives from resolveRequestAppOrigin(): request.url can be an internal origin behind a proxy (dead confirmation links on self-hosted) and auth links must not follow attacker-chosen hosts; registered white-label hosts keep their brand. - New migration 20260828191950: sync_profile_email trigger mirrors auth.users.email changes into profiles.email (member lists, notification recipients, AGI/KU contact, invite dedup all read profiles.email), plus a backfill for already-diverged rows. pg-real test included. - Save button disabled while the same address awaits confirmation (no rate-limit re-fires); GoTrue's 'error sending email change email' now maps to the Swedish SMTP guidance. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018sbGMZQE5W7KfSVFjK7E4p * fix(account): idempotent repeat request for the pending address CodeRabbit follow-up: a second POST for the address already awaiting confirmation now returns the pending state without another GoTrue round trip (no duplicate confirmation mails, no rate-limit burn). Claims-mapped sessions lack new_email; GoTrue's send rate limit remains the backstop. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018sbGMZQE5W7KfSVFjK7E4p --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
||
|
MattssonandClaude Fable 5
|
a1cafe495f |
fix(invoice-inbox): read whole PDFs (last-page slice + truncation retry) (#2014)
* fix(invoice-inbox): read whole PDFs (last-page slice + truncation retry) PDF extraction read only part of well-structured PDFs, two confirmed mechanisms (21-day prod window: 49 sliced docs, 29 silent empties): - The auto-extract page budget was 3 (Bedrock-latency legacy, issue #553) and the slice kept only the first pages, so multi-page invoices lost the final page where totals, OCR and 'Att betala' sit. The budget is now 8 on pdf-native backends (Claude reads PDFs directly); the slice always keeps the last page. Rasterizing self-host backends keep the old budget of 3. - A max_tokens-truncated model answer was parsed as-is, failed, and became an all-null extraction with no trace. extractFromDocument now reports stop_reason max_tokens / finish_reason length as truncated; the extractor retries once at double AI_EXTRACTION_MAX_TOKENS and logs ai_extraction_truncated either way. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_012xosyW53HUa9JoFiDayhSk * fix(invoice-inbox): sweep cutoff covers the slower two-call extraction Skeptic finding on #2014: the crash-recovery sweep flipped 'processing' rows to an empty skeleton after 2 minutes, but a deferred extraction can now legitimately run 3-5 minutes (8 native pages plus one truncation retry at a doubled token cap), so the sweep stole the row and the CAS discarded the worker's real result. Cutoff raised to 10 minutes. Also: pages_partial_note made period-agnostic (old rows were extracted from first-pages-only slices, so naming the last page was retroactively wrong for them), and two stale first-pages-only comments updated. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_012xosyW53HUa9JoFiDayhSk * fix(invoice-inbox): keep the first extraction response when the retry throws CodeRabbit finding on #2014: a throttled/failed retry call bubbled to the outer catch before rawText was assigned, discarding a first response whose text may parse fine despite the truncation flag. The retry is now caught locally (logged as ai_extraction_retry_failed) and the first result flows on. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_012xosyW53HUa9JoFiDayhSk --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
||
|
MattssonandClaude Fable 5
|
e8aa0670ca |
feat(salary): agent path to set this month's per-run salary (#2015)
* feat(salary): agent path to set this month's per-run salary
Agents could not do variable owner pay: the only per-run edit tool,
gnubok_update_payslip_line, edits the display-only Grundlon line that
every recalculation rebuilds from salary_run_employees.monthly_salary,
so the fixed employee salary silently won (user-reported).
- lib/salary/run-employees.ts: setRunEmployeeSalary() shared service
(draft gate, roundOre, 0 = nollkorning, display-line refresh); the
cookie route PATCH now delegates to it (behavior unchanged)
- MCP: gnubok_set_run_salary staged tool (search catalog: tools/list
budget at zero headroom), op type set_run_salary (medium risk),
commitSetRunSalary executor, payroll:write scope, payroll_month
loadout + payroll-monthly skill step; update_payslip_line description
now warns that recalc rebuilds base salary lines
- v1 REST: PATCH /salary-runs/{id}/employees/{employeeId} accepting
monthly_salary (draft only, dry-run, idempotency key)
- Migration pair (NOT VALID + VALIDATE) adds set_run_salary to the
pending_operations op-type CHECK; base list verified against prod live
- Tests: service, staged tool, executor, cookie route, v1 route; spec
snapshot updated
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01MP37pE3zk667nP6S766iJG
* fix(salary): harden set_run_salary per skeptic + CI findings
- Clear calculation_breakdown when the per-run salary changes so the
existing book preflights force a recalculation: a run can no longer
be booked with gross/tax derived from the old salary (skeptic R1)
- Enforce SALARY_OVERRIDE_MAX (10 MSEK) in the shared service and the
v1 body schema: closes the unbounded/1e307-overflow path that wrote
Infinity -> NULL -> 500 (skeptic R2)
- Promote gnubok_set_run_salary to the default catalog: a search-only
WRITE is uncallable on Claude.ai (update_customer lesson) while three
surfaces pointed agents at it; payload ceiling bumped 63.8K -> 64.4K
with a ledger entry, read-demotion left as its own change (skeptic R3)
- Granskning label type_set_run_salary in vocabulary.ts + sv/en (R4)
- Display-line refresh is fire-and-forget again (write already
committed; matches pre-refactor route behavior) and DB error details
carry the SQLSTATE code for Swedish error mapping
- v1 risk metadata aligned to 'medium'; NOT_DRAFT message now covers
salary edits, not just roster changes
- npm run apiskill:generate committed (CI apiskill:check failure)
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01MP37pE3zk667nP6S766iJG
* chore(migrations): rename set_run_salary pair past main's newest versions
origin/main gained 20260828120000 and 20260828154800 after this branch
staged 20260828110000/1; out-of-order versions are skipped at merge, so
the pair moves to 20260828160000/1 (byte-identical SQL, reference in the
VALIDATE header updated).
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01MP37pE3zk667nP6S766iJG
* chore: retrigger Supabase preview after migration-version repair
The preview branch tracked 20260828110000/1 before the rename to
20260828160000/1; the orphan rows are deleted from the preview branch's
schema_migrations (preview only, prod never saw those versions) and this
empty commit re-runs the tasks.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01MP37pE3zk667nP6S766iJG
---------
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
|
||
|
|
a4ceaafa4f |
feat(inbox): per-item underlag anchoring status and a daily reconcile cron for stranded underlag (#1548) (#2012)
* feat(invoice-inbox): per-item underlag status and daily reconcile of stranded booked items (#1548) The inbox derives "booked" from the matched transaction's verifikat, but that says nothing about whether THIS item's document reached it: a link that failed at propagation time, or a document anchored to another verifikat, read as booked while the verifikat sat without its underlag (BFL 5 kap 6-7 §). GET /items and /items/:id now also emit underlag_status (anchored | unlinked | anchored_elsewhere) from one batched document_attachments read; the workspace keeps divergent items in "Att göra", drops the booking bridge for them (the book routes 409 on a booked transaction) and shows one explanatory line with a link to the verifikat. The backfill script's loop moves into lib/transactions/ inbox-underlag-reconcile.ts and runs daily from a new extension-owned cron (vercel.json plus the generated Docker crontabs): transient link failures heal without an ad-hoc script run, permanent conflicts are counted in one summary, and each repaired transaction leaves an InboxUnderlagReconciled row in behandlingshistorik. That event type is registered by migration 20260828154800: processing_history.event_type has an FK to processing_event_types, and the script's previous InboxUnderlagBackfilled type was never registered, so its appends had always failed silently. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_015nAd8XJ2RPCmG2eKoLBdna * fix(invoice-inbox): address review findings on the underlag reconcile (#1548) Findings 1, 3, 6 (scan cap starves the tail): the reconcile no longer caps the read. The matched-unconsumed candidate set holds permanent residents (samlingsverifikat siblings, anchored-elsewhere items) that never leave it, so a uuid-ordered read cap would revisit the same 1000 rows every night and never reach a stranded item sorting past the cut. The scan now pages through every candidate (four columns per row) and maxItems bounds the WORK: at most that many unlinked (or unreadable) items are propagated per run; already-anchored, anchored-elsewhere and locked items are counted from the pre-state without a propagation or budget. Items past the budget are counted as deferred and truncated is logged at warn level. Findings 2, 5 (false "linked automatically" promise for locked periods): resolveUnderlagAnchoring reads the fiscal period lock state of the verifikat for every unlinked item and reports unlinked_locked when is_closed or locked_at is set, the same pair enforce_period_lock_documents checks. The reconciler counts it separately (unlinkedLocked), never propagates it and never warns "still unlinked after re-run"; the rail shows a message that says the period must be unlocked first. Findings 4, 7 (absent anchoring read as booked): the list and detail enrichment emit underlag_status 'unknown' when the helper could not read the document row, and the workspace treats any status but 'anchored' as divergent (stays in Att göra, no booking bridge, own message). classify() counts a repair only when the pre-state was explicitly unlinked, so an unreadable before-read never earns an InboxUnderlagReconciled event. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_015nAd8XJ2RPCmG2eKoLBdna * fix(invoice-inbox): address round-2 review findings (#1548) 1. [minor] Round-1 fix dropped propagation for transactions whose inbox items already read anchored, so the pinned-document leg (transactions.document_id) was never repaired and settled items never received their created_journal_entry_id stamp, staying in the scan and inflating alreadyAnchored every night. reconcileCompany now propagates every stranded transaction that has an unlinked (budgeted) item or an anchored / document-less item, outside the maxItems budget: the helper is idempotent and the stamp shrinks its own population. Locked-only and anchored-elsewhere-only transactions stay skipped. Counting and the behandlingshistorik trail are unchanged (anchored items keep their pre-state verdict, no event). Tests updated and a new case pins the anchored-item plus document-less-item transaction: propagated, no after-read, no history. DECISIONS line amended. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_015nAd8XJ2RPCmG2eKoLBdna --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
||
|
|
ad8566f1ae |
feat(settings): per-company data-analysis opt-in gating the calibration corpus (#1346) (#2007)
* feat(settings): per-company opt-in for data analysis of bookkeeping outcomes (#1346) Adds company_settings.data_analysis_opt_in (default false, no grandfathering) and gates every path that reads bookkeeping outcomes across companies on it: POST /api/agent/categorize/outcome stops writing calibration samples for companies that have not opted in, and the backtest / calibration-fit scripts filter to opted-in company ids. One helper (lib/company/data-analysis.ts) is the single gate for future analysis paths. A toggle on Inställningar > Företag states plainly what is analysed (proposed vs booked account, amount, confidence; no free text, no personal data) in sv and en. The flag is UI-only by design: consent is a human action, so it is absent from the v1 REST / MCP settings pick lists. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_015nAd8XJ2RPCmG2eKoLBdna * fix(settings): make data-analysis consent copy true for the backtest path (#1346) Addresses adversarial review findings on PR #2007: - Findings 1-3 (consent narrower than the gated processing): the flag also gates scripts/backtest-categorize.ts, which re-runs transaction descriptions, merchant names and matched underlag through the model. The sv/en toggle help and disclosure now state that explicitly as "evaluation runs" and no longer claim that free text or underlag are excluded. The migration header and COMMENT, the lib/company/data-analysis.ts docstring, the backtest script header and the DECISIONS line say the same. Kept the gate (un-gating would put the script back to reading every company with no consent at all). A test pins that both locales name those inputs and contain no "no free text / no underlag" denial. - Finding 4 (member sees an active switch that RLS rejects): the toggle is now enabled only for owner/admin, matching the company_settings update policy; the disclosure says only administrators can change the choice. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_015nAd8XJ2RPCmG2eKoLBdna * fix(scripts): address round-2 review findings (#1346) 1. [minor] Opted-in company filter was an unbounded PostgREST `in` list in the URL (scripts/fit-categorize-calibration.ts, scripts/backtest-categorize.ts). Both scripts now read the opted-in ids through a shared, paginated helper (listDataAnalysisOptedInCompanyIds, fetchAllRows so the pre-fetch no longer caps at 1000) and query per chunk of 100 ids (chunkCompanyIds). The fit script pages each chunk on the id PK; the backtest merges per-chunk results and re-cuts to the N most recent overall. Early exit on zero opt-ins is kept. Pinned with tests in lib/company/__tests__/data-analysis.test.ts. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_015nAd8XJ2RPCmG2eKoLBdna * fix(scripts): coerce a null transaction description in the backtest (#1346) The typed row from the chunked consent query made description nullable, which TransactionForSelect does not accept; fall back to the original description or an empty string, as the untyped row did implicitly before. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_015nAd8XJ2RPCmG2eKoLBdna --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
||
|
|
22f0647d6c |
feat(bookkeeping): make inline rattelse discoverable on the verifikat page (#1554) (#2011)
* feat(bookkeeping): make inline rättelse discoverable on the verifikat page (#1554) A user who wanted Fortnox-style "stryk rader" went looking on the verifikat page and concluded the feature did not exist: since #1739 every correction action sits behind an icon-only ⋯ menu, nothing says which correction track applies when, and the struck-line marker showed only a date. - Promote "Stryk rader i verifikatet" to a visible outline button for a posted, non-structural entry whose period the period-status endpoint reports as open; the ⋯ item stays so the menu remains the complete list. - Add the convention-7 "?" after the H1 with the two-sentence track rule: inline rättelse while the period is open and unlocked, storno once it is locked, closed or declared. - The rattelse-log route now returns an additive actor_label resolved from profiles via the service client (same precedent as behandlingshistorik); struck rows read "Struken {date} av {actor}" and the Rättelsehistorik rows carry the actor beside the date. No change to the RPCs, the log table, or which corrections are legal. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_015nAd8XJ2RPCmG2eKoLBdna * fix(bookkeeping): address review findings on inline rättelse discoverability (#1554) - Tie the un-awaited period-status fetch to the fetchData run that issued it (monotonic request ref), so an earlier response resolving last can no longer set periodStatus='open' for an entry in a locked period and promote the "Stryk rader" button the RPC would refuse. - Align the "?" help copy with what the system enforces: storno is the only path once the period is locked or closed; a VAT-declared month is stated as a caveat (same wording as the StrikeLinesDialog explainer), not as a gate the product does not apply. Both sv and en. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_015nAd8XJ2RPCmG2eKoLBdna --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
||
|
|
ca93ef3fb6 |
fix(salary): surface employee-save failures and a typed 503 for the missing encryption key (#1996) (#2009)
* fix(salary): surface employee-save failures in the dialog and type the missing encryption key (#1996) Pressing Spara in "Ny anställd" could fail without any feedback: a thrown fetch or a non-JSON 5xx body escaped handleSubmit before setSaving(false) ran, leaving the button stuck on "Sparar..." and the dialog silent. Even when the toast did fire, the Radix modal aria-hides the root-layout Toaster, so assistive tech (and the E2E driver that found this) heard nothing, and the requestId support needs was never shown anywhere. - NewEmployeeDialog: fetch + parse run in a never-throwing helper, saving is released in finally, the body is parsed with json().catch(() => null) so an HTML/plain-text error page still maps through the HTTP-status map, and the failure is rendered inline (role="alert" in the footer) with "Ärende-id: <requestId>" next to the single destructive toast. - personnummer.ts: the production "key missing" throw now carries the registry code PERSONNUMMER_ENCRYPTION_NOT_CONFIGURED, and the SALARY registry gains a 503 entry naming PERSONNUMMER_ENCRYPTION_KEY with a "contact support" message and a remediation hint. withRouteContext emits the typed envelope automatically instead of INTERNAL_ERROR 500, which read as transient and invited retries that can never succeed. - Tests for the route (401, 400, 503 with requestId and no insert), the key guard, the registry entry, errorResponse dispatch on a coded Error, and getErrorMessage locale handling of the new envelope. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_015nAd8XJ2RPCmG2eKoLBdna * fix(salary): address review findings (#1996) - NewEmployeeDialog: fall back to the X-Request-Id response header when the body carries no error.requestId. The route hand-builds its 409 (duplicate personnummer) and generic insert-failure 500 bodies as flat strings, so the inline "Ärende-id" line was hidden for exactly the DB-failure class the issue names; withRouteContext sets the header on every response. - Route tests pin that the 409 and 500 insert-error arms carry X-Request-Id. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_015nAd8XJ2RPCmG2eKoLBdna --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
||
|
|
b4b11c33ca |
fix(arcim-migration): require a completed SIE import for Fortnox too (#2000) (#2006)
* fix(arcim-migration): require a completed SIE import for Fortnox too (#2000) POST /migrate refused entity import without a completed SIE import for every provider except Fortnox, on the assumption that the wizard always runs SIE-over-API first. The wizard lets the user uncheck "Bokföringsdata (SIE)" while keeping customers, suppliers and invoices checked, so a Fortnox company could end up with subledgers but no chart of accounts and no opening balances: the incomplete bokföring the guard exists to prevent. The guard now applies to all providers as "a completed SIE import must exist for the company", not "must be part of this run", so an entities-only re-run after an earlier full migration still works. For providers that serve SIE over the API (Fortnox, Briox, Björn Lundén, WINT) the 409 message points at the wizard checkbox instead of "ladda upp en SIE-fil". The options step shows one attn line and disables "Starta migrering" when SIE is unchecked, never imported, and any API import is selected, so the user sees the rule before the run. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_015nAd8XJ2RPCmG2eKoLBdna * fix(arcim-migration): address review findings (#2000) - Findings 1, 3, 4 (stale hasSieData on retry): the options step now derives "SIE already imported" from the preview OR this session's successful /import-sie results, so an entities-only retry after a phase-2 failure is no longer blocked with a false "not imported yet" hint and a forced replace-mode ledger re-import. - Finding 2 (company-info-only run gated): importCompanyInfo is dropped from the wizard gate and POST /migrate skips the SIE guard when every entity flag is false. Company info writes no accounts, balances or subledger rows, so the BFL rationale does not apply. Tests pin both the company-info-only pass and the block when any entity flag is set. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_015nAd8XJ2RPCmG2eKoLBdna --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
||
|
MattssonandClaude Fable 5
|
57d4359d1a |
feat(booking-templates): per-company opt-in hiding of system templates (#2004)
* feat(booking-templates): per-company opt-in hiding of system templates Users cannot delete or hide the 26 standard konteringspaket, which clutter the settings panel and every template picker. Deletion stays off the table (shared global rows); instead a company can now hide individual system templates for itself only. - New booking_template_hidden table (insert=hide, delete=unhide), RLS gated on active company + write role; nothing hidden by default - POST/DELETE /api/settings/booking-templates/[id]/hide (system templates only; company/team templates keep their real delete path) - List route decorates rows with per-company is_hidden; pickers filter them out; the settings panel shows hidden ones in a collapsed restore section so hiding is never silent - Classified in full-archive-export exclusions (UI preference, not rakenskapsinformation) Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01PU1KN431c9gp5zKvFaa1NL * fix(booking-templates): idempotent re-hide, system-only RLS insert, hidden filter in bulk-book Skeptic + CodeRabbit findings on #2004, one pass: - hide upsert now passes ignoreDuplicates (DO NOTHING): the table has no UPDATE policy on purpose, so the DO UPDATE conflict arm turned a concurrent re-hide into an RLS 42501/500; pg test pins the conflict shape - bth_insert policy additionally requires the referenced template to be an active system template (migration is unmerged, edited in place); negative pg test for company templates - BulkBookDialog excludes templates hidden by the company (was reading the table directly and ignoring hides) - panel shows the failure toast when the hide/unhide fetch itself rejects - picker category chips built from the hidden-filtered list Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01PU1KN431c9gp5zKvFaa1NL --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
||
|
MattssonandClaude Fable 5
|
5720632832 |
fix(transactions): stop inbox row markers overlapping Belopp on mobile (#2003)
* fix(transactions): stop inbox row markers overlapping Belopp on mobile The inbox row's inline markers (pre-migration marker, edited badge, 1930<->1630 badge) are shrink-0 inside a max-w-0 description cell, so on narrow viewports they overflowed the cell and painted over the amount column. Gate them behind md: (the same pattern TransactionHistoryList already uses), clip the description cell with overflow-hidden as a backstop, and surface the pre-migration context in the row foldout so it stays reachable on mobile. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01YQkngviNKUTAwA5dhi2ff1 * fix(transactions): keep edited-title state reachable on mobile without original name CodeRabbit review: the PATCH route can set title_edited_at while original_description is null, and below md both the inline marker (now hidden) and the foldout line (required originalName) disappeared. The foldout now opens on title_edited_at alone and falls back to a generic edited-title line when the original bank name is missing. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01YQkngviNKUTAwA5dhi2ff1 --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
||
|
|
4f939ebb21 |
fix(payroll): expose jämkning percentage and validity on the employee tax form (#1988)
* fix(payroll): expose jämkning percentage and validity on the employee tax form (#1913) An employee with a Skatteverket jämkning decision could not have the adjusted withholding percentage set anywhere in the app: model, API and engine supported jamkning_percentage / jamkning_valid_from / jamkning_valid_to end to end, but EmployeeTaxCard never exposed them. - EmployeeTaxCard: percentage input plus required from/to dates in the A-skatt branch; null (= clear the beslut) when emptied or when no table applies, mirroring tax_table_number. Both dates are required because isJamkningValid only applies a beslut when both are set. - Edit page: PATCH body sends the three fields as explicit values (guarded on the card having reported), card initial seeded from the employee, read-only Jämkning row in the tax section. - NewEmployeeDialog: initial tax state and POST body carry the fields. - Legacy PATCH /api/salary/employees/[id]: merged-state jämkning check (start date required, dates ordered), same rule and messages as v1 and employee-commands, gated on the PATCH touching a jamkning key. - lib/api/schemas.ts: truthful comment on the engine's both-dates gate. - i18n: salary_employee.tax_jamkning_* in sv and en. - Tests on the legacy PATCH route (400 x4, 200 x3) and the POST route. The engine is deliberately untouched; the API/MCP contract (valid_to optional) stays as is, follow-up filed in the PR body. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01FkUfWtuFCUkNtRAgMQCse2 * fix(payroll): jämkning keys reach the employee PATCH only when visible and edited (#1913) Review findings on #1988: the card reported null for the three jämkning fields whenever its inputs were hidden (sidoinkomst, F-skatt, FA-skatt, ej verifierad) and the edit page forwarded those nulls, so toggling sidoinkomst or fixing a phone number on an FA-skatt employee silently wiped a stored beslut (which the engine still applies for FA-skatt). The two date inputs were also natively required whenever a percentage was present, so a beslut stored via the API/MCP without valid_to (allowed by the schema) blocked the whole form on unrelated edits. - lib/salary/jamkning-patch.ts (new): isJamkningEditable() and jamkningPatch(); the keys are spread into the PATCH body with explicit values (null = clear) only when the inputs were visible and edited, otherwise omitted like every other sparse field. - EmployeeTaxCard: jamkning_touched flag on EmployeeTaxValue, set by the three handlers; required on both dates gated on it; non-blocking hint (tax_jamkning_incomplete_hint, sv + en) on a seeded beslut missing a date. - Edit page spreads jamkningPatch(tax); NewEmployeeDialog initial state carries the flag. - Tests: lib/salary/__tests__/jamkning-patch.test.ts (keys omitted for sidoinkomst / f_skatt / fa_skatt / not_verified / untouched seeded row, explicit nulls when cleared, spread shape). - DECISIONS.md: one line. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01FkUfWtuFCUkNtRAgMQCse2 * test(payroll): type the insert mock's payload so the typecheck ratchet accepts the jamkning tests vi.fn(() => ...) infers an empty parameter tuple, so insert.mock.calls[0][0] failed TS2493 under the new check:types gate (#1980) on CI. Declaring the payload parameter keeps the assertions and makes the tuple indexable. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01FkUfWtuFCUkNtRAgMQCse2 --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
||
|
MattssonandClaude Fable 5
|
4f6ecad549 |
feat(white-label): invite-only signup for brand domains (#1995)
* feat(white-label): invite-only signup for brand domains
A brand domain belongs to the partner's people (founder decision
2026-08-27): only allowlisted or invited users may create an account on
an invite-only brand domain; everyone else is shown an interstitial that
sends them to the canonical Accounted signup.
- brands.signup_mode ('open' default / 'invite_only') +
brand_signup_allowlist (lowercase emails, team-scoped RLS, owner/admin
writes) + create_company_for_brand_signup RPC, with pg-real coverage
- server-side gate (lib/auth/brand-signup-gate.ts) enforced on every
signup path: email signup moved to POST /api/auth/signup (the browser
used to call GoTrue directly, so a client-side check would be
bypassable), BankID gated in /bankid/complete, Google covered by the
dashboard layout's brand-domain bounce
- company invites bypass the allowlist: the invite is the authorization
- register page interstitial on gated brands (no email in the outbound
URL), sv+en strings
- dashboard layout bounces non-belonging sessions off gated brand hosts
to the canonical domain (navigation rule like WL-01, not a security
boundary)
- allowlisted signups' onboarding-created companies attach to the
brand's byra team via the new RPC, so WL-01 homes them on the brand
domain; the allowlist entry recorded by an owner/admin stands in for
the WL-15 admin gate
- byra cockpit page /clients/access + /api/clients/signup-access to
manage the mode and the allowlist
All existing brands default to 'open': behavior is byte-identical until
a brand is flipped to invite_only.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01ByL5dQXG8gGLtNBPj8g2C4
* fix(white-label): rollback brand-signup company with the service client
Skeptic (correctness) found that a brand-signup company created under the
service role rolled back with the cookie-session client: `companies` has
RLS and no FOR DELETE policy, so the delete was a silent 0-row no-op,
stranding a member-less ghost company on the partner's byra team. Pass an
optional rollbackClient to createCompanyCore and hand it the service
client on that path; user_preferences.active_company_id then clears itself
via its ON DELETE SET NULL FK once the company row is actually deleted.
Also map a validateBody 400 (flat envelope, no code) on the register page
to the specific email-invalid field message instead of the generic one,
since the client already pre-gates password strength.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01ByL5dQXG8gGLtNBPj8g2C4
* fix(white-label): fail-safe brand lookup, pg-test seed, anonymize fixtures
Second resolve-pr cycle: skeptic + CodeRabbit findings and a green-up.
- Fail safe on a brands-table error (CodeRabbit CWE-285): the gate treated a
failed resolveBrandByHost as an unbranded host, opening invite-only signup
during a transient DB blip. resolveBrandResultByHost now distinguishes
"no brand" from "lookup failed"; the gate returns lookupFailed and the
email + BankID routes answer 503 (retry), never creating an account.
- pg-real: the RLS delete test seeded its row inside withUserContext, which
always rolls back, so the owner DELETE saw zero rows. Seed on the superuser
pool instead.
- Anonymize every test/fixture brand to the repo's existing synthetic
placeholder (Siffra / app.siffra.se): no real partner names in code.
- SignupAccessManager: functional setData updates so a concurrent mode
toggle and an add/remove do not clobber each other's snapshot (CodeRabbit).
- Route a transient-error message through i18n instead of the raw envelope
(raw-user-error guard); new register.error_temporary sv+en.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01ByL5dQXG8gGLtNBPj8g2C4
* test(white-label): anonymize new signup-gate fixtures; log oracle residual
Rename the placeholder brand in the four new brand-signup test files to a
clearly-fake, partner-unrelated name (Testbrand / app.testbrand.example);
the previous placeholder echoed a real partner. Scoped to files this PR
creates; the repo-wide legacy placeholder is left for a separate cleanup.
Also record in DECISIONS.md that the feature ships accepting the
low-severity allowlist-enumeration residual (captcha-free 403 vs 200 on
the signup endpoint), with rate-limiting as the follow-up option.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01ByL5dQXG8gGLtNBPj8g2C4
---------
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
|
||
|
|
c0ecb34a2b |
fix(company): migration reset no longer blocks on existing vouchers, sequences, or invoices (#1977)
* fix(company): migration reset no longer blocks on existing vouchers, sequences, or invoices The 2026-08-18 eligibility rule stopped the archive-and-replace reset before the first journal entry, voucher sequence, or invoice. The reset deletes nothing: the source stays a write-closed, downloadable retention container, and the unchecked Radera foretag path already produced the same outcome without any of those guards, so the blockers only led owners into a dead end (Carrierstories, 2026-08-26). External-state blockers are unchanged. Closes #1916 Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * docs(decisions): move the migration-reset entry to the end of the log 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> |
||
|
|
dfed55cb6c |
feat(periods): undo klarmarkera so an externally closed year can be reopened (#1978)
markPeriodClosedExternally ("klarmarkera") closes and locks an imported
year without a closing entry, and nothing could reverse it: unlockPeriod
refuses closed periods and the SIE replace flow refuses closed or locked
years. An owner who klarmarkerade five imported years and then found the
prior-year SIE file was wrong had no way back (Forsslund Systems,
2026-08-27).
reopenExternallyClosedPeriod reverses the mark while the closed state still
comes from klarmarkera (closed_externally set, no closing entry), clears the
lock, writes the audit_log row, and emits period.unlocked. New route
POST /api/bookkeeping/fiscal-periods/[id]/reopen-external with envelope codes
PERIOD_REOPEN_NOT_CLOSED / PERIOD_REOPEN_NOT_EXTERNAL; "Öppna igen" action
and "Avslutat i tidigare program" chip in Settings > Bookkeeping > Fiscal
years; unlock and SIE replace refusals now point at that path.
Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
|
||
|
|
23776337c8 |
feat(onboarding): the hosted checklist closes with Connect to Claude (#1971)
Founder call 2026-08-27: the strategic split is Claude-first onboarding for brand-new businesses (no migration friction) and hosted onboarding for prior-system users, whose closing CTA now hands them to Claude with everything already connected: the MCP onboarding skill then opens with reconciliation findings and the Att göra-list instead of setup steps (shipped in #1967). The final checklist step 'Bygg din bokföringsassistent' becomes 'Anslut till Claude': the button opens claude.ai's Add-custom-connector dialog prefilled (connectorName from the brand, connectorUrl built from the page origin so self-hosted and white-label domains link to themselves). The in-app assistant calibration stays reachable from the assistant page. sv + en strings added. Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
||
|
MattssonandClaude Fable 5
|
fdb5f6f891 |
feat(white-label): byra white-label infrastructure: brands, cockpit, home domains, branded email (#1956)
* feat(white-label): brand and team-kind foundation
- brands table: one white-label identity per byra team (unique mutable
domain, row presence = live, email sender identity, hex color CHECKs)
- teams.kind ('personal'|'byra'): ops-only kind changes, deterministic
ensure_user_team (personal team only), AFTER UPDATE role re-sync so a
demoted consultant loses admin in client books immediately
- resolveBrandByHost/resolveBrandForCompany with 60s TTL cache, derived
chrome tone and WCAG contrast gate; no brand row = default appearance
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* feat(white-label): per-request brand theming, wordmark slot and source footer
- root layout resolves the brand from the Host header and injects a
server-rendered style block (light + dark), font pair classes and a
BrandProvider/useBranding context; default hosts render byte-identically
- BrandWordmark logo slot, host-aware manifest and favicon,
images.remotePatterns for Supabase Storage logos
- curated font menu mechanism (font_key -> variable pair, preload:false
for non-default entries)
- AGPL source-code footer link on login and public pages, both brands
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* feat(white-label): byra team invites, member management and team billing
- team invites unfrozen behind a kind gate (byra teams only, owner/admin
invite); members route handles multi-team membership; members/[id]
unfrozen with last-owner protection; invite management UI in settings
- billing/status learns team-scoped grants and the settings page shows a
read-only "part of the byra agreement" state instead of the upgrade pitch
- 30-day trial suppressed for companies created under a byra team
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* feat(white-label): brand-aware outbound mail, auth email hook and public invoice branding
- every outbound mail is sent in the brand of the company it concerns:
getSenderForCompany/getBaseUrlForCompany chain (verified brand domain,
"via Accounted" fallback, canonical default) wired into invites,
payslips, invoice deliveries and reminders
- Supabase Send Email hook endpoint (signature-verified with node:crypto,
dormant until configured) renders auth mail per brand via redirect origin
- public invoice pages carry the company's brand mark
- snapshot suite per template class guards against wrong-brand mail
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* feat(white-label): byra cockpit, home-domain rule and tab guard
- Klienter route: five urgency-sorted columns (company, unbooked, inbox,
next deadline via the status engine, last booked) for byra team members,
who land there after login on their home domain
- soft switch straight into a client and back; blocking two-exit tab
guard against writes to the wrong active company
- client company creation admin-gated at the DB level (a created company
is +1 on the byra invoice), bound to the byra team, no trial
- home-domain rule in the UI: switcher partitions companies by host,
signpost page for companies homed elsewhere
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* feat(white-label): brand-aware app name across UI strings
- 24 message keys per locale converted to the {appName} ICU parameter,
27 call sites pass the active brand name (useBranding client-side,
getRequestAppName server-side)
- 6 hardcoded JSX literals swept; statutory filing and API identity
surfaces deliberately keep the Accounted name
- 34 new i18n keys for the cockpit, team invites, billing state, tab
guard, signpost and source footer (sv/en parity verified)
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* docs(white-label): domain glossary and decision log entries
- CONTEXT.md: the white-label ubiquitous language (brand, byra team,
home domain, signpost, umbrella subdomain, brand color, cockpit)
- DECISIONS.md entries from the build waves
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* feat(white-label): lean byra cockpit sidebar with company-mode back link
Byra team members now get a two-mode sidebar: on cockpit routes (/clients
and the new /byra pages) only Hem, Klienter, Automationer and Nyckeltal
show; entering a client company brings back the full company sidebar with
a pinned back-to-clients link (expanded, rail and mobile). New pages: /byra
home with client count, needs-action count and per-client urgent deadlines
reusing the fetchClientOverview aggregation, plus designed empty states for
/byra/automations and /byra/kpi. Signpost gate allows the byra routes;
non-byra users are unaffected.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* fix(white-label): cockpit shows no active company and keeps lean sidebar under settings
In cockpit mode the bottom user widget no longer shows the active company
subline or the company-switcher flyout: the cockpit sits above the
companies and clients are entered through the Klienter list. The settings
modal previously flipped the sidebar to the full company nav behind it
because the pathname becomes /settings/*; the sidebar now keeps the mode
of the surface underneath.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* fix(white-label): keep company picker in cockpit with nothing selected
The cockpit user menu gets the company-switcher flyout back, but neutral:
the row reads "Valj bolag", no company carries the check mark or active
styling, and picking any company (including the technically-active one)
enters it with a full navigation. Company mode is unchanged.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* chore(db): renumber white-label migrations past main and add byra settings scope
Renumber 20260801100000-120000 to 20260804110000-113000: main already
carries applied versions up to 20260803231000, and Supabase branching
refuses local migrations stamped before the remote head (the repo rule
from 5932632f5: keep new versions strictly newest). Comment references
updated in the pg tests, route docs and onboarding precheck.
Also ships the byra settings scope: settings opened from the cockpit
(?ctx=byra, honored only for byra team members) show account-level
sections only (Konto, Medlemmar och roller), hide company-scoped
sections and the company kicker, and the team section is registered in
SETTINGS_SECTIONS so Medlemmar och roller renders inside the settings
window. The cockpit user menu drops Abonnemang and carries the scope on
its links; section switches preserve it.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* feat(byra): cross-client nyckeltal view in the cockpit
Period presets and company chips in the URL, summary tiles, merged
monthly income/expense chart and a sortable per-client KPI table.
Numbers come from the existing get_kpi_report_aggregates RPC per
client (no new migrations); calendar months are the cross-client
axis since clients can have different fiscal years.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* feat(white-label): byra self-service brand logo and app name
New Varumarke settings section (byra scope, owner/admin): logo
upload/remove and an editable app name; domain stays read-only.
brands has no write RLS by design, so writes go through
/api/byra/brand routes with the service client behind an explicit
owner/admin team check. Files land in logos/byra/{teamId}/. The
expanded sidebar shows the brand app name beside the logo.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* fix(white-label): route root layout through the shared brand resolver
app/layout.tsx carried a private copy of resolveRequestBrand, so it
and lib/branding/request-brand.ts could drift. The layout now uses
the shared function, which also gains a BRAND_DEV_DOMAIN override:
on literal localhost hosts only, resolve that brand so branding is
testable in local dev. Real domains are unaffected even if the
variable leaks into a deployment.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* feat(byra): automations roadmap teaser and cockpit i18n strings
The Automationer tab now previews the planned automation set
(Monday briefing, deadline watch, rule-driven bookkeeping,
connection watch, monthly checklist, report delivery) instead of a
bare empty state. Bundles the sv/en strings for the whole cockpit
wave (nyckeltal, varumarke, automations) and the decision-log
entries.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* feat(white-label): byra owners/admins land in the cockpit, not an auto-picked company
After login "/" resolved the first-membership fallback and opened a client
company nobody chose, and the top-left brand mark always linked back to it.
Byra owners/admins now home to /byra: the logo links there always, and "/"
redirects there unless a company was explicitly picked this browser session.
The middleware writes the fallback company back to user_preferences, so the
DB cannot tell picked from auto-picked; setActiveCompany stamps a session
cookie (gnubok-company-picked) on every explicit switch instead. The byra
check on "/" reuses the layout's team_members query via a request-cached
helper, so it costs no extra round trip. Byra members and regular users are
unchanged.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* refactor(white-label): drop brand color theming, keep monochrome everywhere
White-label is logo + app name + domain only (founder call): the
layout no longer injects brand color CSS variables, stamps
data-brand or colors the browser chrome. buildBrandVarsCss, its
WCAG gate and the brand_color/chrome_color columns stay dormant
for a future opt-in.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* fix(db): arm SIE RPC statement_timeout via pgrst.db_pre_request hook
ALTER FUNCTION ... SET statement_timeout (20260629160100, 20260721144311)
never re-arms the running statement's timer, so large SIE imports still
died at the role default 8s. The pre-request hook runs as its own
statement before the main query, so set_config there is what the main
statement's timer is armed with. Scoped by request path to the three SIE
RPCs; every other request keeps 8s.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* fix(byra): drop the 'what's coming' tail from the automations intro
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* feat(white-label): byra owners/admins with zero companies land in the empty cockpit
Both no-company gates (Edge middleware and the dashboard layout) sent
every company-less user to the onboarding wizard, which forced a fresh
byra owner to create a personal company before ever seeing the cockpit.
Byra owners/admins now pass through to cockpit routes (/byra, /clients,
/companies/new, /settings, /api) and are steered to /byra elsewhere.
Plain byra members and regular users keep the onboarding redirect.
The membership lookup runs only in the rare no-company state, so the
middleware hot path is untouched.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* fix(white-label): auth wordmark shows the brand logo alone
Byra logos usually carry their own name, so logo + app name text on the
login/register hero read as a duplicate. Branded hosts with an uploaded
logo now render the logo only, with the app name as the image's alt
text. Hosts without a logo keep the text wordmark unchanged.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* feat(white-label): per-brand favicon via brands.favicon_url
Branded hosts used logo_url as the tab icon, which squashes wide byra
lockups at 16px. New optional brands.favicon_url holds a square mark;
the root layout prefers it and falls back to logo_url as before.
Migration applied to staging (idempotent DDL).
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* fix(auth): wire the villkor and integritetspolicy footer links
Both auth pages shipped with href="#" placeholders. Villkor now points
at the platform terms on the marketing site (accounted.se/terms; the
terms are the platform's even on branded byra hosts) and
integritetspolicy at the in-app /privacy page, host-relative so it
resolves on every branded domain. Both open in a new tab so the auth
form state survives.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* fix(settings): styled popup for the team role dropdowns
The byra team panel's role pickers (member rows + invite form) were
native selects, so the opened list rendered as the unstylable OS menu.
Swapped to the Radix Select with the popup styled like every other
overlay; the trigger keeps the flat quiet SettingsSelect look.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* fix(email): branded sender shows the brand name alone, no via-platform
Byra invite mail read "Willem via Accounted" in the From display name.
The tier-2 fallback (brand on the platform address) now renders just the
brand name; the platform stays visible in the actual From address until
the brand verifies its own sender domain (tier 1, unchanged).
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* fix(white-label): byra landing applies to every team member, not only owners/admins
An invited byra consultant (role member) still landed in an auto-picked
client company after signup. The cockpit landing rules ("/" redirect,
brand-mark home link, and both no-company gates) now key on byra team
MEMBERSHIP instead of the owner/admin role: anyone with cockpit access
homes to /byra. Regular users unchanged.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* fix(email): branded team invite names the byra, not "ett team pa <platform>"
Subject, headline, body and text variant now read "Du har blivit
inbjuden till <Byra>" (brand casing kept) when the team has a brand.
Brandless teams keep the platform phrasing byte-identical.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* fix(white-label): sidebar keeps cockpit mode after refresh on settings
The sidebar's cockpit/company decision on /settings/* rested on React
state remembering the surface underneath, which a hard reload wipes: a
byra user refreshing settings opened from the cockpit got the full
company nav and read it as landing in a client company. The ?ctx=byra
marker already in the URL survives reloads, so the sidebar now honors
it as the cockpit signal alongside the in-session memory.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* fix(white-label): hide the active-company chip in byra-scoped settings
The full-page settings header (the hard-refresh fallback surface) showed
the ActiveCompanyBadge even under ?ctx=byra, so a byra user read the
auto-active client as "the company I am in". The chip now follows the
same byra-scope rule as the modal's kicker.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* fix(white-label): tab guard no longer fires in the tab that initiated the switch
BroadcastChannel delivers the company-switch broadcast to every listener in
the same tab too, so the cockpit tab raised its own WL-09 "switched in
another tab" dialog over the hard navigation into the clicked client.
performCompanySwitch now marks the switch as self-initiated; CompanyTabSync
suppresses only the dialog for that observation (stray writes still get
their 409) and clears the marker on bfcache restore so back-navigation
regains the full guard.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* fix(settings): styled popups for every settings dropdown
SettingsSelect rendered a native <select>, whose OS listbox cannot be
styled and clashes with the panel (same problem the team-panel role
dropdowns had). It now renders through Radix Select with the flat
dashed-underline trigger, keeping the native prop surface so all 13 call
sites work unchanged: value/defaultValue, onChange(e.target.value),
<option> children, and a hidden input that carries `name` into
SettingsFormWrapper's FormData read and raises the bubbling input event
its dirty tracking listens for. Empty-string option values map onto a
sentinel at the Radix boundary. The backup form's boxed fiscal-year
select moves to the shadcn Select with a placeholder.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* feat(white-label): home-domain affinity redirect in middleware
Every signed-in user now homes on a domain: byra team members on their
brand's domain, everyone else on the platform app URL, except a byra's
client users, whose home is the byra domain their companies live under.
On any other product host the request redirects to the home domain's
root, where the user meets the RIGHT branded login (sessions are
per-domain by design). localhost, direct *.vercel.app hosts and IP
hosts are exempt; a 15-minute host-scoped cookie caches the "this is
home" verdict so the hot path costs zero extra queries; lookup failures
fail open. Complements the WL-01 signpost, which keeps handling
per-company homing inside a domain.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* fix(white-label): render hero brand logo at 64px on auth pages
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* feat(white-label): shareable invite link and re-send for byra team invites
A failed invite mail previously surfaced only as a toast description while
the invitation quietly waited for a mail that never arrived (the Arbore
case). The inviter now always has a recovery path:
- persistent share-link line after invite create/re-send: ochre attn line
with a copy action when the mail did not go out, quiet muted line with
the same action when it did
- POST /api/team/invite/[id] re-sends a pending invitation with a fresh
token and expiry (same byra-only owner/admin gates as DELETE)
- brand mail sending extracted to lib/email/send-team-invite.ts, shared
by create and re-send so the two paths cannot drift
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* fix(white-label): sidebar shows uploaded brand logo alone, no app-name label
Byra logos usually carry their own name, so logo + text in the expanded
sidebar read as a duplicate (same founder call as BrandWordmark,
2026-08-05). The app-name label now renders only for branded hosts
without an uploaded logo.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* fix(white-label): close the four skeptic refutations before merge
- trial seed: migration 130300 now carries the seven-key PAID body from
20260818170000 plus the byra guard, instead of silently reverting it;
pg test pins the full key set against PAID_CAPABILITIES
- byra gate: new migration 130600 adds the owner/admin gate to
create_company_for_user (v1 API + MCP path), and both surfaces resolve
the default team personal-only, so a consultant's private company can
never attach to the byra team
- home-domain: byra staff who also have canonical-homed companies are no
longer redirected off the platform host; the signpost handles per-company
homing (5 new middleware tests)
- settings selects: the Radix popup renders optgroup group headers again
(ROT/RUT work-type picker)
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* test(schema): re-baseline unresolvable-expression ceiling after #1954 catch-up merge
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* fix(white-label): pg-real rollback-safe assertions and deep-link-preserving affinity redirect
The byra company-creation pg test asserted persisted rows through the pool
after withUserContext, which always rolls back its transaction; the
assertions now run inside the transaction after RESET ROLE. The home-domain
affinity redirect carries the original path and query across the domain hop
(PR Agent finding), so invite links and deep links survive the correction.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
---------
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
|