* feat(mcp): ask the bank first: connect link deep-starts the named bank's consent
The connect card used to open the generic picker page; the user then chose
the bank there. The agent now asks 'vilken bank har företaget?' among the
opening questions and passes it to gnubok_connect_bank, whose connect_url
becomes /import?mode=psd2&bank=<name>. BankSelector resolves the name
(exact, then unique prefix, then unique substring: ambiguous names fall
back to the prefilled picker rather than guessing an institution) and
auto-starts that bank's consent through the same onConnect handler, so
the duplicate-pending and renew-instead guards stay fully interactive.
The param is stripped via history.replaceState after the one-shot so an
aborted bank flow plus back-navigation does not silently relaunch.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* fix(mcp): first-year suggestion keeps the AB vs enskild firma distinction
Compliance-review finding on #1949: the suggestion text collapsed both
forms onto a 31 December end. Only an enskild firma's first year MUST end
31 December; an AB may pick any end within BFL 3 kap 3 §'s 18-month cap,
with 31 December as the common default. The lookup tool's still_to_ask
line and the skill now say so explicitly, and first-year-defaults
documents that fiscalYear-null is a strong-not-perfect filed-report
signal that must only ever feed confirm-question suggestions.
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>
* feat(sandbox): seed payroll, articles and a year of ledger history; calm the connect CTAs
The sandbox showed neither Löner nor a usable set of reports, and the
"connect X" surfaces were oversized boxed cards.
Sandbox seed:
- pays_salaries + employer_registered, so Löner and Anställda appear at all
(an enskild firma is not an employer by default). Both seeded employees are
employment_type 'employee': an EF may employ staff, just not its own owner.
- Two employees, one booked and one open lönekörning, and the three verifikat
the booked run must have posted (7210/2710/1930, 7510/2731, 7290+7519/
2920+2940). Skatteavdrag comes from the real Skatteverket 2026 tables.
- Year-to-date ledger history, January through last month, with the quarterly
momsredovisning cleared to 2650 and paid on the SFL deadline. Without the
settlement the demo collected VAT all year and never remitted it, which left
an implausible bank balance and 155 813 kr of moms "att betala".
- The history is exempted through journal_entry_no_doc_required, the same way
the SIE-import opt-in treats imported books: its kvitton live in the previous
system, and unflagged it put 39 "verifikat utan underlag" on the home screen.
- Artikelregister, and the BAS accounts the K1 chart omits for an enskild firma.
- History is numbered before the invoice and payroll vouchers so the series runs
forwards through the year, and its writes are batched.
Connect CTAs:
- Bank picker: a two-column grid of 95px bordered logo cards becomes flat
hairline rows, Lucide icons, and a quiet inline connecting state.
- Cloud backup: each provider collapses to one row; the BFL note is shown once
for the section and names only configured destinations.
- Hem first-run: only the active step argues its case, but every not-done step
keeps a reachable action. The Skatteverket nudge becomes one quiet sentence.
Mobile assistant FAB: a fresh open is desktop-only, since the bottom nav already
has an Assistent tab. A collapsed session keeps its handle everywhere except
/chat, which is itself the way back to the conversation.
Also closes a real hole: /api/salary/runs/[id]/payslips/send had no sandbox
guard, and a seeded booked run put "Skicka lönebesked" one click from an
anonymous visitor with live Resend behind it.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
* fix(sandbox): check the two unchecked Supabase errors and tighten review nits
CodeRabbit review on #1437.
Major: two calls discarded their error and continued with null data. A failed
chart_of_accounts re-select would have written account_id: null onto every
ledger-history and salary voucher line, and a failed next_voucher_number would
have inserted a posted verifikat with no number, which is a hole in the
verifikationsserie (BFNAR 2013:2). Both now throw, and a null voucher number is
rejected explicitly.
Minor: the A-004 note claimed a 10 % markup on numbers that are 11.1 %; the
salary breakdown test's name said the opposite of its assertions after the
switch to the real tax table; the ledger-history doc still said 4 to 6 verifikat
per month before the quarterly momsredovisning added a seventh in March, May and
June.
Bank picker: the spinner is aria-hidden, so loading and connecting had no text
equivalent and a failed bank fetch was never announced. Added role="status" with
an sr-only label, and role="alert" on the error line.
Declined: confirm-before-disconnect on the cloud-backup row. Disconnect was
unconfirmed before this PR too, so adding a dialog is a behaviour change beyond
the redesign rather than a fix to it.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
Fixes loading/error/refresh-state gaps across the Enable Banking (PSD2) surfaces:
- Delete the dead post-OAuth bank_connected sync flow + 9 orphaned i18n keys.
- Surface fetch failures instead of empty/false-healthy states (settings panel error card, BankSelector non-OK guard, chip hidden on error).
- Stop the full-panel spinner flash on refetch; clear the spinner in finally.
- Client-side sync/backfill timeouts + live elapsed counter with a grace-period unlock so a slow bank can't trap the modal.
- Broadcast a bank-sync signal so the transactions chip refetches after a manual sync.
- Consolidate the import page onto the shared banking panel (also removes the core -> @/extensions import-rule violation) and standardize spinners.
- Surface previously silent chart/fiscal-year fetch failures in the account picker.
- Review fixes: cancellation guard on the deferred bank_error microtask; key the sync-progress dialog per attempt to reset its elapsed timer.
* 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
* feat: enhance banking settings with PSU type detection and error handling
* fix: improve error handling for bank connection and update access denial message
The previous rewrite replaced the working client-side widget with server-side
API calls that fail due to JWT auth issues, showing only 4 fallback banks
without logos. Restore the widget (handles logos, search, full bank list
natively) and add popular Swedish banks grid above for one-click connect.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Replace the external Enable Banking widget with a custom component that
fetches banks from our API, shows popular Swedish banks in a grid, provides
search filtering, and connects on click without an intermediate selection step.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
BankSelector defaulted to sandbox=true. Now reads
NEXT_PUBLIC_ENABLE_BANKING_SANDBOX env var, defaulting to false
(production mode) when not set.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Reduce booking template library to eliminate duplicate suggestions when
users describe transactions. Templates with identical accounting treatment
(same account + VAT) are merged, keywords consolidated, and the entire
subscriptions group is eliminated. Also includes prior work on reports,
extensions, and transaction improvements.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
