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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>
 2026-08-26 16:56:39 +02:00
Jakob WennbergandClaude Fable 5 f07a34c51b fix(invoices): stop popup blockers from silently eating the PDF preview tab (#1191) 
* fix(invoices): stop popup blockers from silently eating the PDF preview tab

A window.open() after an await runs outside the click's transient user
activation (~5s, less in Safari), so the preview tab was popup-blocked
exactly when generation was slow (cold start + logo re-encode). The
request succeeded, nothing opened, no error: the button looked locked
(support: carina@cbysea.se).

- lib/browser/deferred-tab.ts: open the tab synchronously in the click,
  navigate it when the result arrives, close it on failure (the pattern
  AGIPanel already used for its signing tab), with unit tests.
- InvoiceEditor: preview uses the deferred tab + popup-blocked toast;
  revoke the blob URL instead of leaking it; guard the review dialog
  against an unresolved customer (silent no-op click); 5s timeout on the
  pre-review next-number fetch; spinner + disable while the submit
  handler is in flight in create mode.
- Same pre-open fix in TransactionAttachmentIndicator,
  JournalEntryAttachments (failures now toast instead of vanishing),
  DocumentViewButton, and the Arcim reconnect OAuth popup (its 'trusted
  gesture' comment was wrong after the await).

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

* fix(invoices): review triage: close blocked preview tab, precise popup hint, test convention

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-25 13:43:04 +02:00
Jakob WennbergandClaude Sonnet 5 ec27228a8e style: remove em/en dashes repo-wide, add CLAUDE.md rule against them (#890) 
Em dashes (—) and en dashes (–) had spread across comments, docs, tests,
and a few UI strings, reading as AI-generated boilerplate rather than
house style. Replaced each with punctuation matching its context: colon
for explanatory clauses, comma for asides, plain hyphen for numeric/legal
ranges (e.g. "21-23§"), "to"/"till" for date ranges, parentheses for
paired-dash asides. messages/en.json and messages/sv.json were fixed by
hand together to keep sv/en in sync.

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

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

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

Co-authored-by: Claude Sonnet 5 <noreply@anthropic.com>
 2026-07-04 15:58:06 +02:00
Jakob WennbergandClaude Fable 5 0521c385d2 feat(transactions): underlag status badges + attach dialog; auto-expire stale pending ops (#712) 
* feat(transactions): per-row underlag status + attach-document dialog

- New "Matcha mot underlag" dialog on /transactions (inbox pick or fresh
  upload), the tx→doc mirror of the Documents view's matcher
- Per-row Underlag/Underlag saknas badges on booked history rows, driven
  by computeJeUnderlagStatus — same posted-only, exemption-aware scope as
  the worklist count so badge and count never disagree
- attach-document route + commit dispatcher now propagate the doc onto
  the verifikation when the tx is already booked (BFL 5 kap 6 §), with a
  409 guard for docs consumed by a different verifikation, idempotent
  re-attach (no same-value rewrite under period lock), and an honest 409
  when the period-lock trigger blocks the propagation
- Booking-dialog doc links also pin the doc to the transaction row
  (first linked doc wins) via the link route's new transaction_id param

messages/{sv,en}.json also carries the strings for the pending-ops
expiry UI that lands in the next commit.

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

* feat(pending-operations): auto-expire stale staged operations after 30 days

- New daily cron (02:30 UTC, vercel.json + both docker crontabs) flips
  >30-day-old pending ops to rejected with the dispatcher's
  { auto_rejected: true, reason: 'expired' } result_data shape — rows are
  never deleted, the table is the audit trail
- /pending renders an "Utgick automatiskt" badge + detail line for these,
  orders terminal tabs by resolved_at so a fresh expiry sweep isn't
  buried, and adds a first-time-reviewer explainer
- Origin labels spell out where a proposal came from (AI chat, MCP key,
  API, cron) instead of the raw actor_label
- agent_chat actor type added to PendingOperationActorType/AuditLogEntry
  (DB CHECK already widened in 20260519090000) and to the agent filter
- ApprovalCard notes that ignoring a proposal is safe

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

* docs(mcp): surface the client telemetry marker in connect instructions

Tag the connector URLs shown in ApiKeysPanel, the connect-claude doc and
the gnubok-mcp README with ?client=<surface> (claude-connector /
claude-code) and GNUBOK_CLIENT=claude-desktop for the npm bridge.
Telemetry-only — the server already reads the param/header; this just
lets us measure which Claude surface connected.

The claude mcp add copy blocks quote the URL: an unquoted ? in the query
string trips zsh globbing ("no matches found").

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

* review: fix stale-closure badge flip + zod-validate link route body (PR #712)

- handleDocumentAttached read journal_entry_id off the render-time
  transactions snapshot; if the list changed while the attach dialog was
  open the optimistic badge flip was silently skipped. Read it off the
  dialog's own subject (attachDocTx) instead.
- POST /api/documents/[id]/link now validates the body against the new
  LinkDocumentSchema (uuid-strict, all four fields) instead of a bare
  presence check on journal_entry_id — same canonical VALIDATION_ERROR
  envelope. Test fixtures switched to real UUIDs accordingly.

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-06-11 11:13:51 +02:00
Jakob WennbergandClaude Opus 4.7 17c67fece0 Inbox UX overhaul + cross-currency supplier-invoice fixes (#444) 
* feat(kpi): expense mix and top suppliers charts

Replace the single monthly-trend chart with two additional compact visuals
on /kpi: expense composition donut (BAS class 4-7) and top suppliers bar
(supplier_invoices sum_sek over the fiscal period). KPIReport gains
expenseComposition and topSuppliers fields, computed from the trial
balance and supplier_invoices rows already fetched in the API.

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

* feat(nav): swap Deadlines sidebar slot for Dokumentinkorg

Sidebar main-menu slot now points to the invoice-inbox extension. The
/deadlines page stays accessible via dashboard widgets and direct links —
only the prominent nav entry changes. Most users open gnubok to act on
incoming documents, not to read tax deadlines.

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

* fix(supplier-invoices): cross-currency totals, FX residual, review SEK display

Five fixes around foreign-currency supplier invoices:

- Form layout: move Valuta / Växelkurs / Reverse charge from collapsed
  "Övrigt" into a visible row above the line-item table. Auto-fetch the
  Riksbanken rate when switching to a non-SEK currency; never clobber a
  user-typed rate; clear it when switching back to SEK.

- Form submit: reset() the form on successful submit so the
  useUnsavedChanges hook detaches its beforeunload listener before the
  router.push, killing the "Are you sure you want to leave?" prompt that
  fired during Turbopack-mediated navigations.

- BankTransactionPicker: drop the strict currency filter that hid every
  SEK transaction when the invoice was in EUR/USD. Cross-currency rows
  fall to the bottom with an "Annan valuta" hint instead of producing a
  meaningless numeric diff.

- match-supplier-invoice route: when the bank transaction currency
  differs from the invoice currency, compute the FX diff against the
  AP-booked SEK and pass it to createSupplierInvoicePaymentEntry so
  7960/3960 catches the residual instead of leaving a permanent stub on
  2440. Fix also covers the "EUR transaction paying a SEK invoice" case
  that the first iteration missed.

- Review dialog: buildJournalPreview now multiplies amounts by the
  exchange rate so the "Verifikation som bokförs" table shows the actual
  SEK numbers that hit the DB, not the EUR magnitudes labelled with no
  unit. Header gains an "(i SEK)" hint when foreign currency.

Test coverage for the FX residual path covers SEK-SEK (no diff),
SEK-into-EUR-invoice (loss), SEK-into-EUR-invoice (gain), foreign-tx-
into-SEK-invoice, and the no-rate fallback.

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

* feat(inbox): rate limits, multi-file UX, onboarding, retry, supplier autolink

Big workspace pass on /e/general/invoice-inbox. Highlights:

Backend
- New table inbox_rate_counters + RPC check_and_increment_inbox_quota.
  Postgres-backed (no Upstash dep) per-company limit: 30/min, 500/day.
  Applied at /upload, /inbound, and /items/:id/retry-extraction.
- POST /items/:id/retry-extraction — re-runs the deterministic extractor
  on a stored document when the previous attempt errored.
- POST /items/:id/match-supplier — links a freshly-created supplier
  back to the inbox item so the next action prefills correctly.
- POST /api/transactions/create-from-document — creates an uncategorized
  manual transaction from an inbox item for the "I have a receipt, no
  bank transaction" case. The user categorizes through the normal flow.
- /inbound caps email at 20 attachments/email; truncated count goes to
  processing_history as AttachmentsTruncated. Rate-limit drops emit
  RateLimitedDropped and return 200 so Resend doesn't retry.
- attach-document side effect: when the document came from an inbox
  item, the inbox row's matched_transaction_id is updated so the UI can
  flip it to "Kopplad till transaktion" without a round-trip.

New migration: re-introduces matched_transaction_id on
invoice_inbox_items as a plain FK (the AI metadata that the previous
migration stripped doesn't come back).

Workspace UI
- Onboarding card replaces the thin empty-state with a 3-step
  checkmark guide (Aktivera adress → Ladda upp → Matcha eller bokför).
  Auto-hides when all three steps are done; localStorage-backed dismiss.
  Beta badge + link to gnubok.se/priser.
- Responsive layout: 3-pane at lg, 2-pane at md, master-detail toggle
  on phone (list xor detail with a back button).
- Filter pills (Alla / Behöver åtgärd / Bearbetade / Fel) + search
  input above the list — client-side over the existing items list.
- Multi-file upload queue with "Laddar X av N…" progress counter on
  the button. Sequential to avoid hammering pdfjs. Selection stays put
  during a batch (only single-file drops auto-jump the detail pane).
- Bulk select + delete with sticky action bar. Items linked to a
  supplier invoice are skipped with a count toast.
- Retry button in the FieldsRail error branch.
- "Skapa transaktion från underlag" CTA in the match dialog when no
  unmatched bank transactions exist. Prefills date/amount/description
  from the extracted data; user picks the sign.
- "Skapa leverantör" inline CTA when the extractor caught a supplier
  name with no match against existing suppliers. POSTs /api/suppliers
  with the extracted fields, then auto-links via /items/:id/match-supplier.
- Matched-state CTA renamed to "Bokför transaktionen" with link to
  /transactions?highlight=<id> so the categorize panel auto-opens.

Tests
- lib/rate-limits/__tests__/inbox.test.ts — RPC wrapper happy/error/scope
- app/api/transactions/create-from-document/__tests__/route.test.ts —
  auth, validation, 404/409/200/500, inbox-link failure tolerated
- extensions/general/invoice-inbox/__tests__/retry-extraction.test.ts —
  auth, rate limit, 404, 409, 400 no-doc, success, extraction failure
- attach-document tests extend coverage to the new inbox-link side
  effect (both success and best-effort failure paths)
- inbound-webhook test mocks the rate-limit module so the queued-mock
  sequence in each existing test doesn't have to know about it

CLAUDE.md gains a row for lib/rate-limits/ so the new helper is
discoverable.

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

* feat(transactions): paperclip indicator and highlight-row param

Close the feedback loop after a user attaches a receipt to a transaction
from the inbox: the row in /transactions now shows a paperclip icon
when transaction.document_id is set, with a click handler that fetches
a signed download URL and opens the document in a new tab. Works for
both uncategorized and history views.

When the inbox sends a user to /transactions?highlight=<id>, the page
now scrolls that row into view and auto-opens the categorize panel if
the transaction is still uncategorized. Behind a double-rAF so the row
DOM exists when scrollIntoView fires.

QuickReviewDialog no longer prompts to upload underlag when the
transaction already has a doc attached (which it does after the inbox
match flow). Shows "Underlag bifogat — Visa" instead, opening the
existing doc in a new tab.

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

* fix(pr-444): address review feedback (Greptile + compliance bots)

Migration rules
- New migration 20260512092423: adds updated_at trigger on
  inbox_rate_counters (CLAUDE.md rule 2) and explicit USING (false) RLS
  policies for the four DML verbs to make the SECURITY DEFINER-only
  intent explicit (rule 1).
- New pg-real test inbox-rate-limit.pg.test.ts covering happy path,
  minute-cap rejection, day-cap rejection, per-company isolation, and
  the updated_at trigger firing. CLAUDE.md mandates *.pg.test.ts for
  every new RPC because mocks pass on broken PL/pgSQL.

Bugs
- Stale exchange rate on currency switch (Greptile P1) —
  userTouchedRateRef was scoped per session, not per currency. Switching
  EUR (with a hand-edited rate) → USD kept the EUR rate. Now tracks the
  last fetched currency in a ref and resets the touched flag on
  currency change while still honoring manual edits within a single
  currency.
- topSuppliersResult.error silently swallowed (Greptile P2) — failed
  queries used to render an empty chart matching the no-data state.
  Logged now.
- Currency from extracted_data not validated (GDPR Art.25(2), OWASP V4.5,
  Swedish compliance bot) — extracted PDF currency was inserted into
  transactions.currency without sanitisation. Allowlisted against the
  six supported ISO 4217 codes; coerce to SEK otherwise.
- Idempotency gap on create-from-document (OWASP V2.3) — two concurrent
  POSTs with the same inbox_item_id could each pass the
  matched_transaction_id IS NULL read and insert duplicate transactions.
  UPDATE now includes .is('matched_transaction_id', null) as an
  optimistic-lock release and returns 409 with an orphan-transaction
  rollback when the predicate doesn't match.
- FX residual on cash-method match path (Swedish compliance bot) —
  createSupplierInvoiceCashEntry has no exchange_rate_difference path,
  so a cross-currency match would silently leave a 1930 reconciliation
  gap. Added a guard that returns MATCH_SI_CASH_FX_UNSUPPORTED (400)
  before the JE is created. Users on cash method can switch to accrual
  or book the FX diff manually.

Design system
- gap-y-1.5 / gap-1.5 in KPIExpenseMixChart — replaced with gap-y-2 /
  gap-2 (CLAUDE.md design tokens; 2.5/1.5/5/hardcoded pixels are
  forbidden spacing values).

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

* chore(migrations): rename to match applied versions

The mcp__plugin_supabase_supabase__apply_migration tool stamps its own
timestamp when it applies a migration to the live project, so the
version recorded in supabase_migrations.schema_migrations differs from
my local generation-time filenames. Renaming the local files so a
production CD run sees the migrations as already-applied (matching
versions) instead of trying to re-apply them — which would fail for
the trigger/RLS migration (CREATE TRIGGER and CREATE POLICY don't
support IF NOT EXISTS).

Follows the pattern from d854efcd ("chore(migration): rename to match
applied version").

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

* fix(create-from-document): scope orphan rollback DELETE by company_id

Defence in depth on the inbox-link race rollback. newTx.id is a fresh
UUID from a company-scoped insert two statements above, so the existing
single-key DELETE is already safe, but adding .eq('company_id', companyId)
makes the cross-company invariant explicit on every write — addresses
the OWASP ASVS V2.3 finding from the compliance swarm on PR #444.

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

* feat(nav): mark Dokumentinkorg with Beta badge

Same signal we use for Löner and Anställda — the inbox flow (AI
extraction, supplier autolink, manual transaction creation) is in
end-to-end customer testing.

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

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-12 13:12:17 +02:00