Commit Graph
3 Commits
Author SHA1 Message Date
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>
2026-09-02 00:04:31 +02:00
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>
2026-08-31 00:10:28 +02:00
a8980a3a41 perf(hem): stream the home page in three sections and trim its query plan (#1945)
Hem was one ~33-query render behind a single fallback: the greeting waited
for the slowest worklist scan, and the request also paid a sequential
bank_file_imports read after the batch, a second scan of the suggested
matches (getWorklistCounts counted the same 200 rows the pane listed) and
an awaited stale-dismissal delete on the read path.

- page.tsx awaits only what the greeting shell and the redirects need
  (settings, profile, agent profile, the Skatteverket flag); the notice
  line, the setup checklist and the Att göra + Fortsätt panes are async
  server components behind their own Suspense (hem-sections.tsx). RSC
  streaming applies to client navigations too, so the greeting paints
  first on every visit and each block fills in as its queries land.
- DashboardContent becomes the shell with three slots; HemNotices keeps
  the one client-side action (the wrong-account sign-out); HemSkeletons
  are the two fallbacks.
- getWorklistCounts accepts the suggested matches the caller is already
  fetching (a promise, so it stays parallel); listSuggestedMatches runs
  once at the scan cap and the pane shows the first five.
- countInboxDocuments runs its id chunks in one wave instead of N
  sequential round trips.
- getCompanyNotices takes deferReap; Hem passes Next's after() so the
  stale-dismissal delete runs after the response.
- bank_file_imports joins the checklist section's batch.

Tests: worklist aggregate (precomputed matches skip the rescan), notices
aggregate (deferReap receives the reap; the delete does not run inline
and runs when the task does).

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-26 14:02:09 +02:00