bb855d2ddcfffc67093a4d95ced0162769a96a14
16
Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
 Mattsson
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bb855d2ddc |
Add/ai native supp (#385)
* feat(branding): implement dynamic branding in service worker and reports * feat(auth): enhance API key scopes and add bookkeeping write scope - Updated transaction write scope description to include additional tools. - Enhanced reports read scope description to reflect new functionality. - Introduced bookkeeping write scope with relevant description. - Updated SCOPE_GROUPS to include bookkeeping domain. - Modified TOOL_SCOPE_MAP to include new bookkeeping operations. - Updated validateApiKey function to return api_key_id and api_key_name for better actor attribution. feat(tests): add unit tests for MCP resource registry - Created tests for data resources to ensure all required fields are present. - Added tests for resource query parsing and retrieval. feat(resources): implement MCP resources for company and accounting data - Added capabilities resource to expose API key capabilities based on granted scopes. - Implemented chart of accounts resource to retrieve active BAS chart. - Created company current resource to fetch active company details. - Developed active fiscal period resource to check posting eligibility. - Implemented recent activity resource to fetch latest journal entries, invoices, and transactions. - Added VAT treatments resource to provide available VAT rates per customer type. feat(pending-operations): introduce risk tiers for operations - Added risk level classification for pending operations to determine auto-commit eligibility. - Implemented functions to classify operation risk levels and identify high-risk operations. feat(migrations): add actor model and risk tier to pending operations - Updated pending_operations table to include actor type and risk level columns. - Enhanced audit_log to mirror actor information for compliance. - Modified validate_and_increment_api_key function to return actor details. - Expanded operation types in pending_operations to include new high-risk operations. * feat: add auto-commit functionality for low-risk pending operations - Implemented shouldAutoCommit function to determine eligibility for auto-commit based on operation type, actor type, and company settings. - Created commitPendingOperation function to handle execution of pending operations with consistent status updates. - Added tests for shouldAutoCommit to cover various scenarios including high-risk operations, user actors, company opt-in status, and monetary thresholds. - Introduced new columns in company_settings for agent_auto_commit_enabled and agent_auto_commit_max_amount to allow companies to opt-in for auto-commit functionality. - Added SQL migration to update the database schema for new auto-commit settings. * feat(idempotency): implement idempotency key handling for safe retries and cleanup * feat: expand API key scopes and pending operations for bookkeeping - Added 'suppliers:write' scope to API key scopes for supplier invoice management. - Updated SCOPE_GROUPS to include the new 'suppliers:write' scope. - Introduced new pending operation types for bookkeeping: close_period, lock_period, run_year_end, set_opening_balances, run_currency_revaluation, explain_voucher_gap, uncategorize_transaction, approve_supplier_invoice, credit_supplier_invoice, and convert_invoice. - Implemented corresponding commit functions for the new operations in the pending operations module. - Enhanced PendingOperation type to include actor model and risk level attributes. - Added tests for new functionality, ensuring proper behavior and constraints in the database. * feat: implement unlockPeriod functionality and related tests * feat: add agent auto-commit settings and related functionality * feat: add attention resource with comprehensive summary of outstanding tasks * feat: enhance pending operations with 'committing' status and immutability checks, improve idempotency handling, and add original voucher reference for credit notes |
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MattssonandClaude Opus 4.7
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064fb7f7a9 |
Add/white label (#381)
* feat(branding): add BrandingService with default-preserving env layer Introduce lib/branding/service.ts mirroring lib/email/service.ts. Defaults match current gnubok values exactly, so production behaviour is unchanged unless an env var (NEXT_PUBLIC_BRANDING_*, BRANDING_*) or extension override (via registerBrandingService) is set. Resolution order: defaults < env vars < extension override. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(branding): route root layout, manifest, and PWA assets through branding service - app/layout.tsx now reads title, description, themeColor, and apple-touch-icon from getBranding() instead of hardcoded values. - public/manifest.json replaced by dynamic app/manifest.ts so PWA name, short_name, description, theme_color, background_color, and icon paths are resolved at request time. The manifest now serves at /manifest.webmanifest (Next.js convention for the metadata file route). The previous /manifest.json URL is no longer populated; nothing in core references it after this commit. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(branding): route email service and templates through branding service - resend-service.ts: From line uses getBranding().appName instead of hardcoded "Gnubok" in both the with-fromName and bare cases. - invite-templates.ts: subject, HTML header, body, plain text, and the team-invite variants all read from branding (sentence case in prose, uppercased for the styled <p> header). - consent-notification-templates.ts: signature fallback (companyName || branding) for both HTML and plain text variants. Defaults preserve the exact current strings ("Gnubok", "GNUBOK", "gnubok" in their respective contexts) so no email content changes for production. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(branding): route OAuth consent page through branding service The MCP OAuth consent page rendered for Claude Desktop / Claude.ai connector flows now reads the app name from getBranding() for both the HTML <title> and the body copy. Default still produces "gnubok" in lowercase prose, matching current behaviour. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(branding): route auth, dashboard, and onboarding text through branding service Replace user-visible "gnubok" / "Gnubok" references with calls to getBranding(). Touches: - Auth pages (login, register, mfa/enroll): logo src/alt, MFA TOTP friendlyName. - Onboarding (companies/new, invite, sandbox, WelcomeOnboarding, Step2CompanyDetails, NewUserChecklist, BankIdCompanyPicker, ArcimMigrationWorkspace): logo, headings, error/help text. - Dashboard fallback (companyName="gnubok") and settings (backup copy, ApiKeysPanel MCP connector name + login note, CompanyDangerZone, retention-notice). - API routes (support contact subject prefix, enable-banking consent email companyName fallback, AI inbox receipt-request appUrl, pain001 messageId prefix). - MCP server "open the gnubok web app" review message. - Salary/reports filings (AGI Programnamn, KU10 Programnamn, payslip footer, full-archive system metadata, SRU #PROGRAM line). Internal identifiers (cookie names gnubok-company-id / gnubok-invite-token, API key prefix gnubok_sk_, invite token prefix gnubok_inv_, MCP tool names, npm package gnubok-mcp, GNUBOK_API_KEY env name) are deliberately left unchanged — they're stable contracts that whitelabels must not break. Defaults match current behaviour exactly. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(branding): support legal page field-level swaps for entity and contact Privacy and DPA pages now interpolate appName, legalEntity, and privacyEmail from the branding service instead of hardcoding "Gnubok", "Arcim", and "privacy@gnubok.se". Page metadata uses generateMetadata() so titles also reflect the brand. lib/support.ts now falls back to getBranding().supportEmail when SUPPORT_RECIPIENT_EMAIL is unset, so a single BRANDING_SUPPORT_EMAIL env var configures both the support form recipient and the displayed support address. Whitelabels with a different legal jurisdiction or entirely different DPA text should override the page route from an extension. Phase 1 intentionally only supports field-level swaps. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * docs(branding): add WHITELABEL.md and example branding extension WHITELABEL.md: fork checklist, env var reference, the "do not change" list (cookies, API key prefixes, invite token prefixes, MCP tool names, gnubok-mcp npm package, GNUBOK_API_KEY env name), out-of-scope items, the upstream sync workflow YAML to copy into a fork, conflict avoidance guidance, and a verification checklist. extensions/general/_example-branding/: copy-paste starter extension with index.ts (commented placeholder values for registerBrandingService), manifest.json, and README.md. Disabled by default (not added to extensions.config.json); whitelabels cp the folder, edit, and enable. sectors.test.ts: bumped expected extension count 12 -> 13 to account for the new starter extension on disk. The generated registry is unchanged because the example is disabled. The sync workflow YAML is documented inline in WHITELABEL.md rather than checked in as a workflow file. It's only meaningful in a fork -- gnubok itself has nothing to sync from. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(branding): address PR review — lazy support email + escape brand in HTML/XML Three issues from code review: P1 — lib/support.ts: SUPPORT_RECIPIENT_EMAIL was a module-level const, evaluated at import time before extensions register branding overrides via ensureInitialized(). Convert to getSupportRecipientEmail() lazy accessor; update the only caller in app/api/support/contact/route.ts. Extension-supplied supportEmail values now route correctly. P2 — app/api/mcp-oauth/authorize/route.ts: appName was interpolated into the consent page HTML without escapeHtml(), inconsistent with the existing escaping of companyName. Wrap appName.toLowerCase() in escapeHtml() at use sites in <title> and the body paragraph. P2 — lib/salary/agi/xml-generator.ts and lib/salary/ku/ku10-generator.ts: appName placed inside <gem:Programnamn> / <Programnamn> XML elements without escapeXml(), the helper already used for other admin-controlled fields in the same files. Wrap accordingly to prevent malformed XML if a brand name contains XML reserved characters. All admin-controlled inputs only — no user-exploitable path. Defense in depth, not a known incident. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(branding): security follow-up — lazy metadata, SRU/email header sanitization Self-audit after the PR review surfaced four more concerns. Fixes them with the same defense-in-depth posture as the prior review fixes. 1. app/layout.tsx — same eager-evaluation class as P1 support.ts. The module-level `const branding = getBranding()` froze branding before extensions registered, so extension-based overrides for title, description, themeColor, and apple-touch-icon silently never applied. - Convert to generateMetadata() / generateViewport() (lazy, run per request, see extension-registered overrides). - Inline getBranding() inside RootLayout for the apple-touch-icon href so it picks up overrides too. - Add ensureInitialized() at module level so extensions are loaded before the first metadata call. Mirrors the API route pattern. 2. app/manifest.ts — same class. The dynamic manifest function reads getBranding() per request, but if the manifest is requested before any other module has triggered ensureInitialized(), extensions are still unloaded. Add ensureInitialized() at module level. 3. lib/reports/ink2/sru-generator.ts — appName interpolated into the SRU `#PROGRAM` directive without sanitization. SRU's reserved char is `#` (directive marker) and CRLF injects new directives. Wrap in the existing sanitizeString() helper to match the pattern used for other admin-controlled fields in this file (#NAMN, #ADRESS, etc.). 4. extensions/general/email/lib/resend-service.ts — appName and the user-controlled fromName both flow into the From header. Resend's API does its own validation, but defense in depth: strip CRLF and angle brackets via a small sanitizeHeaderPart() helper before building the header string. fromName was a pre-existing surface; appName is new with this whitelabel work. All four are admin-controlled inputs (env vars or extension code), not user-exploitable. No known incidents — defense in depth, and correctness for extension-based whitelabels. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Mattsson
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04dbb31d7e |
Salary module (#245)
* feat: implement salary module with personnummer encryption, salary entries, tax tables, and AGI tracking - Added personnummer encryption and decryption functions for secure storage. - Created salary entries handling for journal entries including gross salary, tax withholding, and employer contributions. - Implemented tax table lookup functionality for calculating tax amounts based on monthly income. - Developed SQL migration for salary module including tables for payroll configuration, tax rates, employees, salary runs, salary run employees, salary line items, and AGI declarations. - Established row-level security policies for all new tables to ensure company-scoped access. * feat: add salary calculation modules for 2026 - Implemented engångsskatt calculation for one-time payments with tax brackets. - Added löneväxling functionality for salary sacrifice to pension, including employer savings and warnings. - Created pain.001 generator for salary batch payments in compliance with Swedish banking standards. - Developed PDF template for payslips, including detailed breakdowns and employer costs. - Generated seed data for Swedish tax tables for 2026, including SQL insert statements. - Implemented traktamente calculations for per diem and mileage allowances, adhering to Skatteverket regulations. - Added seed script for populating tax tables in the database. * feat: Update meal reduction percentages in traktamente calculation fix: Remove obsolete seed script for 2026 tax tables feat: Extend SalaryRunStatus type to include 'corrected' status feat: Implement KU10 XML generation endpoint for annual employee income statements feat: Add endpoint for creating corrections to booked salary runs feat: Implement endpoint for sending payslip PDFs to employees feat: Create KU10 XML generator for annual reporting feat: Add salary transaction matcher for auto-linking bank transactions to salary entries chore: Add database migration for salary correction support * feat: replace select elements with custom Select component for employment and salary types * feat: enhance salary calculations with pension entry and avgifter category support |
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Mattsson
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d5410a518f |
Mobile view fixes (#188)
* fix: make new user checklist mobile responsive Adjust spacing, padding, typography, and indentation for small screens so the onboarding welcome screen works well on mobile devices. * fix: make expenses and bookkeeping verification views mobile responsive - Expenses/new: stack form grids on mobile, replace line items table with card layout, full-width action buttons - Expenses/[id]: stack header and actions, card layout for line items and payments, single-column info grid on mobile - JournalEntryList: unify verification lines into card layout for all screen sizes, hide redundant line descriptions that duplicate account name or entry description, stack filter bar and action buttons on mobile * fix: remove stray )); in provider_consents migration Syntax error on line 35 caused MIGRATIONS_FAILED on the Supabase staging branch. * fix: enhance mobile responsiveness for invoices page and update dialog styles |
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Jakob WennbergandClaude Opus 4.6
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c4a6d16e94 |
feat: document inbox + fix MCP pending operations user_id (#172)
* fix: always use business PSU type for bank connections EF (sole trader) users connecting to Nordea got personal accounts because psu_type was set to 'personal' based on entity_type. Since gnubok is accounting software, all bank connections should use 'business' PSU type regardless of entity type. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: document inbox extension with AI classification Add invoice-inbox extension for email-based document processing with AI-powered classification, supplier matching, and inbox management. Includes MCP tools for document upload/listing, migration, and supporting changes across document service, API keys, and banking. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: disable invoice-inbox extension, use dynamic import in MCP server Keep invoice-inbox out of extensions.config.json until ready for production. MCP server now dynamically imports classifyDocument to avoid breaking when the extension is disabled. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: correct file size error message in invoice-inbox upload Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.6
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d0b3f21bde |
feat: remove AI extensions, restructure settings, and add atomic voucher commits (#157)
Remove AI-dependent extensions (ai-chat, ai-categorization, receipt-ocr, invoice-inbox) and their infrastructure (lib/ai/*, ai-consent, LangChain/ Anthropic/OpenAI deps) to simplify core and reduce bundle size. Restructure monolithic settings page into dedicated sub-pages (company, bookkeeping, invoicing, tax, banking, api, account, team, templates) with shared layout and sidebar navigation. Add atomic commit_journal_entry RPC so voucher number increment and status update happen in a single transaction — prevents burned numbers on constraint failures. Add continuity check report and voucher gap explanation tracking. Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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MattssonandClaude Opus 4.6
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0dd1f5ebc1 |
feat: multi-tenant company refactor (GNU-19) (#153)
* feat: multi-tenant company refactor (GNU-19) Introduce companies table, company_members, and user_preferences to support multiple companies per user. All data scoping changes from user_id to company_id across the entire codebase. Key changes: - Database migration: new tables, company_id on 40+ tables, backfill, RLS rewrite from user_id to company-member-based, updated RPCs - Types: Company, CompanyMember, CompanyRole, UserPreferences types; company_id added to all entity interfaces; companyId on all events - Engine: all 7 core functions take companyId; storno, period, year-end services updated; 16 report generators updated - Middleware: company context resolution (cookie → prefs → first company) - API routes: ~120 routes updated with requireCompanyId() - Frontend: CompanyProvider context, layout/dashboard/onboarding updated - Extensions: context factory, 9 extensions, all lib files updated - Tests: 1880 tests passing, all helpers updated with company_id defaults Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add database migrations for multi-tenant company and team system (GNU-19) Adds company_invitations, company creation RPC, team_members, account deletion RPC, and teams table refactor migrations. Updates base multi-tenant migration with cascading FKs and onboarding_step column. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add team types and update core infrastructure for multi-tenancy (GNU-19) Adds TeamRole, MemberSource, and Team types. Refactors Supabase service client to be stateless, updates middleware for team-aware routing, extends CompanyContext with team/role fields, and updates extension service types to accept companyId. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * refactor: thread company_id through business logic functions (GNU-19) Replaces user_id scoping with company_id across all lib modules: bookkeeping, documents, transactions, invoices, reconciliation, tax, deadlines, and import. Updates corresponding tests. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * refactor: thread company_id through API routes and extensions (GNU-19) Updates all existing API routes to extract and pass companyId. Updates enable-banking and arcim-migration extensions for company-scoped transaction ingestion and sync. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add company and team management API routes (GNU-19) Adds CRUD endpoints for company members, company invitations, team members, and team invitations. Includes invite token utilities, email templates, and company switch server action. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add team/company UI components, pages, and dashboard updates (GNU-19) Adds CompanySwitcher, ConsultantEmptyState, Step0RoleChoice, company members and team management panels. Updates dashboard layout for team-aware routing, onboarding for multi-step role choice, and auth callback for team invite acceptance. Ignores supabase/.branches/. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add null guards for company in import page (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: move appUrl declaration to outer scope in invite route (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add optional chaining for company.name in members section (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add optional chaining for second company.name in members section (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add null guards for company in extension components (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: pass companyId to executeSIEImport in arcim-migration extension (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: update tests to use companyId instead of userId and improve type handling --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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MattssonandClaude Opus 4.6
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bb473e2c57 |
Worktree api key scopes (#139)
* feat: add read/write scopes to API keys API keys now require explicit scopes (e.g. transactions:read, invoices:write) instead of having implicit full access. The create dialog shows grouped checkboxes per domain with read/write split. Legacy keys with null scopes default to read-only. MCP tools/list is filtered by scope and tools/call rejects unauthorized calls. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * Enhance API key scopes with suppliers and update descriptions for better clarity * fix: drop function before recreating with changed return type PostgreSQL cannot change return type via CREATE OR REPLACE. Drop the existing function first to avoid SQLSTATE 42P13. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add new migration to drop and recreate function with scopes return type The original migration was already applied, so a new migration is needed to DROP the function first before recreating with the updated return type. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add DROP FUNCTION to original migration, remove redundant fix migration Preview branches replay all migrations from scratch. The original migration must DROP the function before recreating it with a changed return type, otherwise PostgreSQL rejects the CREATE OR REPLACE. The separate fix migration is no longer needed. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: rename migration to avoid duplicate version in schema_migrations Version 20260325120000 is already recorded in the preview DB from a prior failed apply. Renaming to 20260326130000 so Supabase treats it as a new migration. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.6
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f3ae3cd361 |
feat: event log, pending operations, and MCP staging (#135)
* feat: event log, pending operations, and MCP staging - Event log system: persist bus events to event_log table for external automation platforms. Batch insert for transaction.synced. Daily cleanup cron at 02:00 UTC. - Pending operations: MCP write tools (categorize, create customer, create invoice) now stage to pending_operations instead of executing directly. Users review and commit/reject from /pending in the web UI. - Granskning page: card-based review UI with expandable previews, commit/reject dialogs. Only shown in nav when pending ops exist. - Commit route re-executes using core lib functions (no extension imports). Guards against stale state (double-commit, deleted entities). Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: stage new MCP write tools after main merge Add staging for 4 new write tools from #133: - mark_invoice_paid, send_invoice, mark_invoice_sent, match_transaction_invoice - Expand pending_operations CHECK constraint - Add commit executors with full execution logic - Add UI labels and generic preview component - Remove confirm parameter from categorize (single-call staging) - Fix UUID in pending op title (fetch transaction description) - Hide Granskning nav when no pending ops Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address PR review feedback - Fix TS build error: use `select('*, customer:customers(*)')` for match_transaction_invoice to avoid array type inference - Add status guard to commitSendInvoice (prevents duplicate sends) - Replace auth.admin.getUserById with user email from session auth - Restore optimistic lock check in commitMatchTransactionInvoice - Fix tool description typo: expense_software → expense_office Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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MattssonandClaude Opus 4.6
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4d2152946a |
feat: expand MCP server with invoice, supplier, report, and reconciliation tools (#133)
Adds ~15 new MCP tools covering invoice operations (send, mark paid, mark sent, match to transaction), supplier queries, counterparty template suggestions, chart of accounts, balance sheet, general ledger, AR/AP ledgers, fiscal periods, and bank reconciliation status. Updates server instructions to reflect expanded scope. Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.6
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d8e0a22495 |
feat: counterparty templates, Skatteverket extension, complete VAT form (#117)
* feat: separate AR/AP/accounting into distinct nav groups (#92) Split the flat "Finans" sidebar group into three visually distinct sections — Försäljning (AR), Inköp (AP), and Redovisning — so users coming from Fortnox immediately find customer invoicing and supplier invoices as top-level concepts. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: journal entry detail view, correction chain, and account name display - Add journal entry detail page at /bookkeeping/[id] with full entry view - Add correction chain API and component showing storno relationships - Add JournalEntryStatusBadge component for entry status display - Show debit/credit account names in template picker and review dialogs - Expand client-side BAS account name mapping with additional accounts - Show account codes on transaction inbox suggestion buttons Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address review feedback — N+1 query, duplicate name, nav dedup - Batch reverse-lookup into single query per BFS iteration (was N+1) - Differentiate account 2393 from 2893 in display names - Extract shared loop for desktop/mobile nav group rendering Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: counterparty templates, Skatteverket extension, VAT form completeness, and UI cleanup - Add counterparty-based categorization templates (learned from user approvals and auto-ingestion) with fuzzy matching in the mapping engine - Add Skatteverket extension for direct VAT declaration submission via API - Complete VAT declaration form with all 30 SKV 4700 boxes (ruta 08, 35-42, 50, 60-62) - Fix ruta 49 formula to include import VAT (ruta 60+61+62) - Simplify dashboard UI: remove redundant icons from stat cards, customer cards, invoice list, supplier invoices; use Badge variants consistently - Add SkatteverketPanel component to reports page - Add categorization_templates and skatteverket_tokens migrations - Update tests and helpers for new types Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address PR review feedback — VAT detection, migration timestamps, dedup - Fix detectVatTreatment to derive actual rate (12%/6%) from VAT line description instead of hardcoding standard_25 - Rename skatteverket_tokens migration to 20260324120001 to avoid duplicate timestamp with categorization_templates (fixes Supabase deployment failure) - Make refreshAccessToken accept previousRefreshCount param to enforce refresh limit contract at the type level - Fix rate limiter TOCTOU by claiming slot before await - Extract formatRedovisare/formatRedovisningsperiod to shared lib/skatteverket/format.ts — eliminates duplication between mappers.ts and SkatteverketPanel.tsx Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.6
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fdcc94102a |
fix: remove gnubok_categorize_with_receipt tool (#88)
* fix: remove gnubok_categorize_with_receipt tool The tool requires Claude to generate the entire base64-encoded file as tool arguments token-by-token, which is extremely slow for large PDFs. Receipt attachment should happen via the widget (where JavaScript handles encoding) or through the web app. The receipt matcher widget and gnubok_receipt_matcher tool remain — they provide the intended UX for matching receipts to transactions. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: update widget to call gnubok_categorize_transaction The widget was still calling the removed gnubok_categorize_with_receipt tool. Updated to call gnubok_categorize_transaction instead (text-only, no file upload). Receipt attachment via the widget is deferred to a future iteration. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.6
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7571b85d1a |
feat: MCP Apps receipt matcher widget (#84)
* feat: add MCP Apps receipt matcher widget for inline receipt-to-transaction matching Adds an interactive HTML widget that renders inline in Claude Desktop via MCP Apps (SEP-1865), letting users drag receipts onto uncategorized transactions to categorize, book, and attach documents in one flow without leaving the conversation. - Extract categorizeTransactionCore() shared by both categorization tools - Add gnubok_receipt_matcher tool with _meta.ui for MCP Apps widget rendering - Add gnubok_categorize_with_receipt tool (categorize + upload document) - Add resources/list and resources/read protocol handlers - Self-contained widget HTML with MCP Apps bridge, drag-and-drop, client-side resize Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address review feedback — buffer slice, MIME type, HTML escaping - Fix Buffer.buffer slab pool issue: slice to exact byte range to avoid corrupted uploads for small files (≤4096 bytes) - Update MIME type to image/jpeg after canvas re-encode (was keeping original file.type, causing content-type mismatch in DB) - Escape tx.date through esc() for consistent innerHTML sanitization - Remove unused `reset` variable in tests Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.6
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a1b33cbc6a |
fix: MCP notification 202 and protocol version echo (#75)
* fix: return 202 for MCP notifications and echo client protocol version - notifications/initialized returns 202 Accepted per MCP Streamable HTTP spec (was 204 which may prevent tool discovery) - Echo client's protocolVersion in initialize response - Add instructions field for server description Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: validate protocol version and handle notifications pre-auth - Validate protocolVersion against supported set instead of blindly echoing (prevents false protocol agreement with unknown versions) - Handle notifications/initialized before auth check so fire-and-forget notifications don't get 401 responses that confuse MCP clients Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.6
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d61670231f |
fix: plain 401 for MCP OAuth discovery (#74)
* fix: return plain 401 for MCP OAuth discovery and harden auth flow - Return plain HTTP 401 with WWW-Authenticate header (no JSON-RPC body) so Claude Desktop's MCP client can trigger OAuth discovery correctly - Remove unused apiKey import from authorize route - Remove stale codeChallengeMethod parameter from oauth-codes Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add Retry-After header to 429 rate limit response Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.6
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5d66dd6bfc |
feat: MCP server, API keys, OAuth, and KPI dashboard (#72)
* fix: prevent Chrome auto-translate from crashing React during onboarding
Chrome auto-translate modifies DOM text nodes when it detects a Swedish
page (lang="sv") in a browser set to English. React does not expect
external DOM mutations and throws, crashing the entire component tree
into global-error.tsx on every step transition.
Add translate="no" and <meta name="google" content="notranslate"> to
suppress browser translation. Also fix timezone-unsafe date parsing in
fiscal period validation (new Date("YYYY-MM-DD") + getDate() returns
local-timezone values, shifting dates by -1 day in Western timezones).
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: add notranslate meta tag to global-error.tsx for consistency
Per review feedback — global-error.tsx renders its own <html> document,
so it needs the same <meta name="google" content="notranslate"> tag as
layout.tsx to fully suppress Chrome translation on error pages.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add MCP server extension with OAuth, API keys, and KPI dashboard
Let users do bookkeeping through Claude Desktop, Claude Code, or any
MCP-compatible client. "Show my uncategorized transactions." "Book that
as office supplies." "Invoice Acme for 15,000 kr."
MCP server (extension):
- 10 tools: transactions, categorization, customers, invoices,
trial balance, VAT report, KPI report, income statement
- JSON-RPC 2.0 protocol (no SDK dependency, works in serverless)
- Tool annotations, pagination, input validation per MCP best practices
- Same engine as web UI (VAT rules, exchange rates, event emission)
API key infrastructure (core):
- api_keys table with RLS, rate limiting (100 RPM), scopes column
- Atomic rate limit via DB RPC (validate_and_increment_api_key)
- Key management API routes + settings UI panel
OAuth 2.1 for Claude Desktop connectors:
- .well-known/oauth-protected-resource + oauth-authorization-server
- Authorization endpoint with consent page
- Token endpoint with PKCE verification
- Stateless encrypted auth codes (AES-256-GCM, no DB storage)
- Dynamic client registration
KPI dashboard:
- /nyckeltal page with hero cards, operational grid, trend chart
- GET /api/reports/kpi endpoint
- Gross margin, cash position, expense ratio, avg payment days,
VAT liability, revenue/expense trend
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address OAuth security vulnerabilities from code review
Critical fixes:
- Auth code replay: Track used codes in oauth_used_codes table with
unique constraint. Codes are single-use per OAuth 2.1 §4.1.2.
- Open redirect: Validate redirect_uri against hardcoded allowlist
of known Claude callback URLs + localhost for dev.
P1 fixes:
- Move API key creation from /authorize to /token endpoint. Keys are
only created after PKCE verification, preventing orphaned keys on
abandoned OAuth flows.
- Add ensureInitialized() to MCP server so event handlers load and
transaction.categorized events reach extensions.
P2 fixes:
- Remove 'plain' from PKCE methods — only S256 is advertised and
accepted.
- Fix extension count in sectors test (10 → 11 for mcp-server).
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: remove duplicate ensureInitialized() that caused circular import
The extension router (ext/[...path]/route.ts) already calls
ensureInitialized() before dispatching to handlers. The duplicate
call in server.ts created a circular import that Turbopack couldn't
resolve, breaking the Vercel build.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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