c84f951a5c2f51279277a506754b2bd94de28249
39
Commits
| Author | SHA1 | Message | Date | |
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 MattssonandClaude Fable 5
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cb3ef45f14 |
feat(assets): atomic asset disposal workflow (avyttring, utrangering, verksamhetsoverlatelse) (#1391)
* feat(assets): atomic asset disposal workflow (avyttring, utrangering, verksamhetsoverlatelse) Disposal books depreciation to the disposal date, clears cost and accumulated depreciation, books gain (3973) or loss (7973), applies output VAT on third-party sales, honors the ML 5 kap. 38 § verksamhetsoverlatelse exemption, and recalculates ML 15 kap. jamkning server-side from tax years and original input VAT. The voucher, the disposal-date depreciation schedule and the immutable register state commit in one dedicated commit_asset_disposal RPC transaction that delegates voucher numbering to commit_journal_entry. Fixes #325 Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(assets): harden disposal per review and pg-real findings - commit_asset_disposal now uses the NULL-safe caller_is_company_member() guard (tenant-guard ratchet) and passes the allowed 'user_accept' commit_method instead of the unlisted 'asset_disposal' value - disposal metadata invariants validated in the RPC (non-negative proceeds/VAT, VAT requires a treatment, VAT <= gross, scrap carries no proceeds) since the RPC is independently callable - new FK and CHECK constraints added NOT VALID + VALIDATE CONSTRAINT so the migration never blocks writes on the hot journal_entries table - disposeAsset paginates fiscal periods and depreciation schedules with fetchAllRows; jamkning_remaining_years keeps a valid 0 (?? not ||) - engine imports shared AssetDisposalType/AssetJamkningDirection/ VatTreatment unions; post-commit reload retries once and logs before surfacing, so a transient read cannot masquerade as a failed disposal - dispose page parses Swedish-formatted amounts (125 000,50) and blocks submission on unparseable proceeds - assets pg tests write disposal attributes in the disposal transition itself and gain a regression test that the register is frozen after Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 5
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8571f9235b |
chore(skills): retire generic design skills superseded by emilkowalski/skills (#1279)
mobile-ux-core triggers on *.dart / *.swift / *Activity.kt, paths that do not exist in this repo, and its guidance is covered by design.md's accessibility section. scout-design filed Linear tickets while this project files GitHub issues; loop-design-scan is the same scan with the right output, so its sibling cross-reference is updated too. Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com> |
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MattssonandClaude Fable 5
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f3eacb436d |
Fix/articles (#1216)
* fix(security): gate replace_sie_import behind owner/admin membership The RPC was SECURITY DEFINER with EXECUTE granted to PUBLIC and anon, no company_members lookup, no auth.uid() reference and no unauthorized raise, while setting gnubok.allow_delete to disarm the BFL immutability and retention triggers. Any caller holding a company_id and an import id could hard delete another tenant's verifikationer. Confirmed live in production. Applies the same fail closed owner/admin guard that undo_sie_import already carries (migration 20260624120000), resolving the actor from COALESCE(p_user_id, auth.uid()) so it denies when the role is NULL, then revokes EXECUTE from PUBLIC and anon. search_path and the raised statement_timeout are restated, since CREATE OR REPLACE drops settings that are not repeated. userId is a required parameter on replaceSIEImport: the service client has a NULL auth.uid(), so a caller without an explicit actor now fails to compile rather than hitting the closed gate at runtime. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> * fix(security): validate arcim OAuth callback state server side The callback route is skipAuth and decoded the state parameter as plain base64url JSON, trusting consentId and provider from it. A one time code was minted at flow start and never read. An unauthenticated attacker who learned a consent id could run an OAuth flow on their own provider account and post the callback with a forged state, landing their tokens on another tenant's consent, so the victim's next migration imported the attacker's ledger. State is now an opaque randomBytes(32) pointer to a provider_otc row, consumed by a single atomic UPDATE guarded on used_at IS NULL and expires_at, so a replay loses the row lock race and updates nothing. provider is read from provider_consents rather than trusted from the client. provider_otc already existed for exactly this purpose and was never wired up. Also scopes getConsent to an owning company, closing a cross tenant status oracle where the preview and migrate paths echoed a consent's status before the scoped check ran. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> * fix(security): scope documents storage to company_id (phase A) The documents bucket policies matched on auth.uid(), and upload keys were documents/{userId}/..., so company membership was never consulted. Removing a member revoked nothing: their session still authenticated and they kept direct Storage read access to every receipt, supplier invoice and bank statement they had uploaded. The same bug was fixed for sie-files in 20260416120000; this bucket was left behind. Phase A is additive. Company scoped policies are added alongside the uploader scoped ones, uploads move to documents/{companyId}/{userId}/..., and reads accept either layout so nothing breaks mid migration. Phase C, which drops the old policies, is gated on the backfill reporting zero remaining legacy prefix objects. The policy compares the company segment as text rather than casting to uuid the way sie-files does: this bucket holds keys whose second segment is not a uuid (MCP audit packages), and Postgres does not guarantee the bucket prefix qual runs before the cast, so a planner reordering would raise 22P02 and fail the whole query instead of filtering the row out. deleteDocument now removes both candidate keys. Removing only the stored pointer would leave a readable orphan copy of a document the user asked to erase. The backfill script is included but has never been run. It defaults to dry run, refuses .env.local by name, and verifies each copy is readable and SHA-256 identical before repointing the row. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> * fix(security): enforce events:read scope and membership on /api/events This was the only one of the three validateApiKey call sites with no downstream guard: v1 and the MCP server both check scope and re-verify company membership, this route did neither. An events:read scope existed and was documented as gating the endpoint but was never called, so a legacy key falling back to DEFAULT_SCOPES read the full log. The bound company id went straight from the api_keys row into a service role query, so a key whose user had been removed from the company kept reading. Adds the scope check before any database access, re-verifies company_members with archived_at IS NULL, honours test mode by stamping X-Gnubok-Mode instead of ignoring it, applies minimisePayload so the pull surface can never return a wider payload than the push surface, and replaces the three flat error strings with the canonical envelope. Test key reads are served rather than blocked: TEST_KEY_WRITE_BLOCKED is gated on mutations in with-api-v1, so a read gets the same treatment as every other v1 read endpoint. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> * perf(bookkeeping): sweep remaining journal_entries!inner embeds A previous refactor removed this pattern from lib/reports and introduced fetchEntryLines, but the class was never swept. Seventeen sites remained and had become the top application consumer of production database time: measured across the resulting query shapes, 32,694 calls and 25,848 seconds of execution, mean 790ms, with shapes averaging 2.6s and 3.0s and maxing at 7,962ms against the 8s statement_timeout, which surfaced to users as 500s on the booking path. PostgREST compiles an embed with filters on the embedded side into a correlated INNER JOIN LATERAL with a parameterized LIMIT, which stops Postgres reordering the join, so each query walked the whole journal_entry_lines table across all tenants. Driving from the entries side instead turns that into two indexed round trips. Converted sites keep their existing shape: the helper reattaches the parent entry under the same key the embed produced. Several conversions also remove a latent silent truncation where an unpaginated query was capped at PostgREST's 1000 row ceiling. Two deliberate exceptions. The free text ilike legs of the MCP display query stay on the embed, because each is capped at legLimit and that cap drives the truncation contract the tool reports, while the helper is unbounded. The accounts route moves to the existing get_account_usage_counts RPC instead, since its embed was a head count and the helper returns rows. commitEntry's write path is untouched: the change there is confined to the read query of the pre-commit dimension rule check. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> * fix(api): anchor v1 list cursors on created_at Page two returned page one, forever, while still advertising a fresh next_cursor. The three routes sorted by and encoded a Postgres date column, which serializes as YYYY-MM-DD, but decodeDefaultCursor validates the cursor timestamp as full ISO-8601 and returned null, so the keyset filter was never applied and has_more never went false. An integrator syncing verifikat looped on the newest rows indefinitely. The transactions route already solved this and its comment names the trap; the fix was never ported. All three now order and encode on created_at with an id tie break, matching the transactions keyset predicate exactly. ISO_TIMESTAMP is deliberately left alone: relaxing it would silently change sort semantics on the route that currently works. Default ordering therefore moves from business date to insert order. Every business date is still on the row, and the invoices list gains date_from and date_to filters so a date range is still reachable; the other two already had them. The tests use an in-memory PostgREST that actually evaluates the filters, because the repo's pass-through mock cannot catch this class of bug: the bug is that the filter is never sent. They walk to exhaustion with a hard iteration cap, so an unterminated walk fails instead of hanging. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> * fix(api): separate dry run from commit in the idempotency hash The request hash was built from url.pathname, which excludes the query string, so a dry run and its commit hashed identically. Following the flow documented in dry-run.ts, re-issuing the request with the same Idempotency-Key returned the cached preview with Idempotent-Replayed set and wrote nothing, while reporting 200. An agent or integrator saw success for a write that never happened. dry_run is folded into the hash only when true, not as an unconditional boolean. Including it as false would change the hash of every ordinary write, and with a 24h idempotency TTL any key in flight across the deploy would fail the request_hash comparison and 409 on a legitimate retry. Both hash call sites now go through one shared helper so they cannot drift into a permanent cache miss, and dry run responses are no longer stored at all. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> * ci: install the Bedrock SDK out of tree in the compliance review The Swedish accounting compliance gate had failed ten consecutive runs and so was posting nothing. With --no-package-lock npm discarded the lockfile and re-resolved the whole tree from package.json, floating @hookform/resolvers to 5.4.3, whose valibot ^1 peer conflicts with the pinned valibot 0.39.0. Installing into the parent of the checkout resolves only that one package, so an unrelated peer conflict can never take the gate down again. Node still finds it because ESM bare specifiers walk up parent node_modules; NODE_PATH would not have worked, as it is CommonJS only. --legacy-peer-deps was rejected because it masks future genuine peer conflicts and still reifies the full tree. The same step's SDK version is aligned from 0.31.0 back to the 0.29.1 that package.json and check:guards enforce after the streaming outage. That drift went unnoticed because the pin guard only inspects package.json and the lockfile, never workflow files. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> * build(docker): generate crontabs from vercel.json vercel.json defines 16 cron jobs; both Docker crontabs carried 9, and were byte identical to each other. Self hosted deployments therefore never sent recurring invoices, never dispatched webhooks and never cleaned up idempotency keys. tax-deadlines also ran once a year on 2 January instead of daily, and documents/verify weekly instead of daily. Extension crons are included rather than excluded. The Dockerfile copies the whole tree before building, so every extension cron route is compiled into the image regardless of the enabled preset, and each returns 200 when its extension is unconfigured, so curl -sf logs no failure. Two such entries were already present in the crontab for extensions absent from the preset, which settles the intent. documents/verify is treated as drift rather than a self hosted concession: the weekly cadence was present in the hosted crontab too, and the run is capped at 200 documents walking a nulls-first queue, so weekly drains the integrity queue seven times slower on a check that exists for BFL retention. webhooks/dispatch keeps its per minute cadence, adding 1,440 requests a day on self hosted. A gentler tick would silently stretch the first retry, since the retry ladder opens at 60 seconds. SCHEDULE_OVERRIDES is the one line place to change that. A parity test asserts the path sets match minus a documented exclusion list, and ratchets three cron routes that are currently scheduled nowhere so they are named rather than silently rotting. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> * chore(observability): add a provider agnostic error sink There is no error tracking in this codebase: logs go to console and Vercel retention and nowhere else, nothing alerts on the 16 cron jobs, and seven code comments across lib, app, components and extensions asserted that Sentry captures errors when Sentry is not a dependency. The two most recent bug fixes on this repo were both discovered by customer email. This adds the sink, not a vendor. No dependency is taken: the interface has a no-op default and a registration point, so behaviour is unchanged until an adapter is registered. Releases are tagged from the build id already inlined by next.config.ts. Redaction moved out of lib/logger.ts into a leaf module that both the logger and the sink import, so there is one denylist and no path from application data to a third party can skip the personnummer regex, including direct sink calls that bypass the logger. That matters here because these logs carry personnummer and financial data. verifyCronSecret now reports its own 401s, which covers all 16 jobs without touching a route file and catches the case where CRON_SECRET is rotated without updating the scheduler and every job silently 401s forever. The threshold is one failure rather than the backup alert's three: suppressing the first occurrence is precisely how an outage stays invisible. The seven misleading comments are corrected to describe what the code actually does, including the two cases that still are not covered: the client side one, since the sink is server side, and a warn level call that is not forwarded. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> * fix: remediate the 2026-07-26 similar-sweep findings across all surfaces Resolves the ~150-finding sweep (dev_docs/similar-sweep-2026-07-26.md) with one agent per finding; every behavioural fix carries a regression test proven to fail at HEAD. Full status, corrections to the sweep, refusals and open decisions in dev_docs/similar-sweep-2026-07-26-remediation-status.md. Structural roots closed: - resolveSekAmountOrNull(): honest SEK resolution refuses instead of booking 1:1; four duplicated toSek closures now refuse via INVOICE_FX_RATE_MISSING - ledger-line-amount.ts: journal_entry_lines.currency labels the document, not the amount; SQL pre-filter decoy proven and fixed - sparse-patch.ts: .partial() does not strip .default() in Zod 4.4.3; the exploitable salary payslip-line PATCH and KPI preferences sinks fixed - tests/schema: migration-replay phantom-column guard (13k+ refs, closed CHECK sets, onConflict targets); found 28 real defects, all fixed, all four baselines now empty - three new ratchet guards: sek-labelled-amount, cross-extension-import, ungated-extension-route Highlights: lawful VAT-rate set on all seven invoice surfaces (ML 6 kap), RC input VAT mismatch wired on web + both MCP callers, missing-underlag resource delegates to the shared RPC predicate, push-notifications consent polarity fail-closed, deadlines undo honours requested state, silent-failure and read-side-fabrication classes fixed across settings/KPI/inbox/Stripe/ Arcim/kassaflodesanalys, error-envelope stringification fixed at 10+ sites with isSwedishUserMessage extended. Also includes the parallel session's MCP invoice tools (update_invoice, recurring schedules, invoice deliveries) which share files with the sweep work and are verified green together. 13 new migrations are NOT applied anywhere; they apply via branch merge. 20260726120000 backfills 1247 supplier-invoice rows. pg tests for new DDL are written but unrun (no local Postgres). Verified: 11088 tests / 881 files green, tsc 0 non-test errors, lint 0 errors, check:guards passing, MCP payload 57475/57500. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(migrations): rename replace_sie_import migration off main's 20260726090000 version origin/main shipped 20260726090000_agent_quota_rpc_caller_guard.sql; keeping our replace_sie_import migration on the same version would abort the Supabase apply with a schema_migrations_pkey duplicate at merge time. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(review): remediate pre-publish deep-review findings across all slices A 13-agent review of the full branch diff surfaced 1 critical, 5 high and ~45 further findings; this commit resolves them in one pass: - replace_sie_import / undo_sie_import: p_user_id honored only for service_role callers; any other caller is pinned to auth.uid() (impersonation gate bypass), authz raise errcode 42501 mapped to a Swedish 403 in the route, new caller-guard migration for undo - bulk_book_transactions refuses homogeneous non-SEK batches instead of writing foreign magnitudes into SEK ledger columns - credit-note cap trigger: company-match on credited_invoice_id, no cross-tenant figures in exception text - link_voucher RPCs resolve NULL invoice currency as SEK end to end - personal-number ciphertext CHECK split into NOT VALID + VALIDATE - same-currency foreign settlements clear 1510 at booking rate and book realized diff to 3960/7960; rate-less foreign write paths refuse - receivables revaluation covers partially_paid and outstanding amounts - period lock guard paginates candidates past the PostgREST 1000 cap - documents: service-client storage removals after authz, dual-layout reads in integrity cron and archive export, backfill delete-source sweep actually deletes with hash verification and shared-key grouping - invoice matching normalizes NULL/lowercase currencies (regression), duplicate candidates stop claiming amount matches they never ran - match-invoice aborts on any booking failure (no paid-without-verifikat) - refresh-exchange-rate reverts on concurrent booking (TOCTOU window) - KPI preferences upsert arbiter aligned to the company-scoped constraint - personnummer_last4 stripped from all salary responses incl. MCP tools - worked-hours batch restores destroyed rows on conflict and error paths - MCP: shared duplicate-claim builder (no more 'null kr'), short-circuit on tag_journal_lines overflow, auto_send schedules stage as high risk - observability sink redacts emails/IBANs/API keys and keeps redacted stacks in prod; assorted small guards (safe-return-to /@, dry_run=True, cursor helper off-by-one, OAuth state TTL 10 min, arcim saveMappings call removed) Full dispositions, deferred items and hand-verified accounting numbers are documented in the PR body and DECISIONS.md. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(personnummer): implement masking and encryption for personal numbers with tests * fix(review): address CI and compliance-bot findings for PR #1215 pg-real: the CI image's auth shim reads the legacy request.jwt.claim.role GUC, so both service-role simulations (runAsServiceRole and the invoice-delivery test's local helper) never satisfied auth.role() = 'service_role' and every legitimate p_user_id path failed closed; the shared helper now sets both GUC shapes plus SET LOCAL ROLE with a fail-loud sanity check, and the delivery test reuses it. The link-voucher migration had recreated both RPCs from pre-rewrite file text, reintroducing the NULL-unsafe membership pattern the null-safe-tenant-guards ratchet bans; both guards now use public.caller_is_company_member() with all currency changes preserved. Compliance bots: the customers export now emits the standard masked form instead of raw AES-256-GCM ciphertext in the Org-/personnummer column, and maskCustomerRow returns a non-round-trippable placeholder on decrypt failure instead of 500ing the list. MCP parity: gnubok_lock_period's staging pre-check now runs the exact countUnbookedInPeriod the commit path enforces (exported from period-service; local mirror deleted), and gnubok_agi_status resolves AGI state run-scoped so a correction run no longer renders as already filed. Declined with evidence: PR-Agent's opening-balances null-zeroing concern (all mergeable columns are NOT NULL with defaults per 20260713101000). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(review): address codex review findings on PR #1215 - restore 20260726140000 to its preview-recorded content and restate the NULL-safe tenant guard under 20260727130000: a recorded migration version never re-runs, so the in-place edit could not reach the preview branch - replace toFixed() with sv-SE two-decimal formatting in the ROT/RUT cap warning texts and update the pinned test expectations - drop the em dash in the fiscal-periods route comment - strip trailing whitespace in import-existing.test.ts Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * test(reports): raise timeout on real PDF render tests renderToBuffer does real @react-pdf layout work and exceeds the 5s default when the full suite saturates the CPU; tests pass in isolation. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(review): remediate the 2026-07-27 compliance and security review findings - ROT/RUT deduction base is arbetskostnaden INKLUSIVE moms (HUSFL 2009:194 6-9 par.): computeDeduction takes the line vat_rate, all five call sites pass it, and tests pin Skatteverkets worked example (18 000 kr excl = 22 500 incl, ROT 6 750). - Momsdeklaration: new SALES_OUTPUT_VAT_SHORTFALL warning catches output VAT short of the reported sales base (one-directional, never filing-blocking). - SIE import: #RAR records validated for every year index (dates, ordering, 18-month BFL cap as warn-and-keep). - build-invoice-write: SEK invoices populate the *_sek twin columns (rate 1) so both creation paths produce the same row shape. - CI: daily Trivy SCA scan of the npm lockfile (replaces removed Dependabot); compliance review fails loudly on empty review.md. - arcim migration FX logging routed through the redacting structured logger. - docs/security/: authorization policy for the SIE bulk-delete RPC pair and the observability redaction contract. - Rewrote the swedish-payroll ob-overtime reference (was a byte-identical copy of sick-pay.md); skills:generate emitted the atom-body seed migration. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com> |
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Jakob WennbergandClaude Fable 5
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c210a01db5 |
docs(design): sync design guidance with the shipped system + new Stripe mark (#1211)
* docs(design): sync design guidance with the shipped frame-layout system The design-scan skills and workflow predate the 2026-07 UI migration; they delegated to .claude/rules/design.md but their inline checklists knew nothing of the locked conventions, so scans could not flag violations of frame layout, one-line rows, chips-as-exceptions or .attn. This adds the conventions to scout-design, loop-design-scan, the /create-ticket design prompt and the design-scan workflow contract. design.md itself gets the two post-migration decisions it was missing: the fiscal-year primitive is FyPicker (ContextPicker chip-dropdown, convention 8), not the legacy FiscalYearSelector, and the founder-chosen Fonster settings language (flat hairline rows, switches, dirty-only sticky save bar, 920x680 modal, replaceState tab switching) is now convention 15. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(import): swap the Stripe chip to the current parallelogram mark Replaces the pre-rebrand Stripe wordmark svg with the current white-on-purple parallelogram icon (same asset the website repo uses). stripe.svg had exactly one reference; it is removed rather than left orphaned. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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MattssonandClaude Fable 5
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d840257c0c |
Add/stripe connect transactions (#1139)
* fix(mcp-oauth): allow ChatGPT connector callbacks and resume OAuth after login Add chatgpt.com/connector/oauth/* (per-instance) and the legacy chatgpt.com/connector_platform_oauth_redirect to the built-in OAuth redirect allowlist so ChatGPT MCP connectors can register and authorize. Fix the login page dropping the ?next= destination: an OAuth-initiated visit that required login previously ended on the dashboard and the connection flow silently died. Login now resumes to the sanitized next path (hard navigation, since the consent page is route-handler HTML), carries it through the MFA step-up as returnTo, and /mfa/verify hard-navigates for /api/ destinations. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(transactions): dedup incoming feed rows against booked hand-entered twins Users who bookkeep via MCP/chat first and connect their bank afterwards got the same movement twice: the synced row's external_id lives in a different namespace, the free-form manual title never text-bridges the bank's raw string, and the cross-channel mirror deliberately excluded manual/mcp rows. Extend the mirror with a booked-hand-entered track: an incoming feed row is skipped when a BOOKED manual/mcp row shares its (date, ore) bucket count- symmetrically. Gates beyond the feed-vs-feed mirror: stored row must be booked (staged rows never consume an import), currencies must not contradict (bucket key is date+ore only), the cash-account guard applies to the count exactly as to consumption, and symmetry uses the Layer-1-unmatched incoming count so an already-stored row cannot inflate it. Consumption stamps the batch cash_account_id onto an account-unbound hand row, so one hand row can never consume feed rows on other accounts in later syncs. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(bookkeeping): inline verifikat rattelse (strike lines + text/date edit) Second sanctioned correction track under BFL 5 kap 5/9 pp, Fortnox-style: strike lines inside a posted verifikat with replacements in the same voucher, and correct description/entry_date without an andringsverifikat. Envelope: posted entries, open unlocked periods, company lock date, same-period date moves, structural/FX/doc-linked lines excluded, and a reconciliation guard preserving per-account net on bank/reskontra sides of externally linked entries. Every rattelse writes an immutable who/when row (journal_entry_rattelse_log, WORM, archived as rakenskapsinformation) and struck originals render struck-through in the verifikat; list rows and the detail header carry a Rattad marker. CLAUDE.md hard rule 1 and the swedish-accounting-compliance skill are amended to state the two-track rule. Staging carries the DDL; prod gets it on merge. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat: live saldo in booking form, prior-year window comparison, hideable assistant FAB - Manual journal entry: saldo column now shows before -> after computed from the typed debit/credit amounts (direction feedback while booking) - Resultatrapport: a narrowed date range now compares against the same window shifted one year back (#862), merged across fiscal periods for brutet rakenskapsar; P&L rows report window activity instead of rolled-forward YTD closing - Assistant FAB: per-user hide toggle (user_preferences.hide_assistant_fab, settings > assistant), sidebar entry unaffected; collapsed sessions keep their reopen handle Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(stripe): sync balance transactions as a bank feed on 1686 Import the connected Stripe balance into the transactions inbox, opt-in per connection (transaction_sync_enabled on stripe_connections): - Balance transactions map to feed rows with the two-row gross+fee split and frozen external_id formats (stripe_{acct}_{txn} / _fee), dated on created, bound to a provisioned "Stripe-saldo" cash account on 1686 so booking settles against the clearing account by construction. - Double-booking protection: settled payment-link charges import pre-linked to their settlement entry; payout rows import pre-linked to the payout entry; processPayoutPaidEvent claims the payout's fee rows at booking time (linkPayoutFeedRows, idempotent from both directions). - Cursor last_balance_txn_synced_at with 24h overlap; first run backfills 90 days floored at the day after the company lock date. - Nightly cron /api/extensions/stripe/transactions/cron (03:30), transaction-sync toggle route, "Synka nu" covers both feeds, settings panel toggle with last-synced/backfill note, sv+en strings. - Migration 20260723200000 (applied to staging). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(transactions): offer match-to-voucher on unbooked history rows Unbooked transactions with is_business already set (e.g. left behind when a voucher was removed without a full uncategorize) land in the history list instead of the inbox, where the match-against-existing-voucher action did not exist, leaving them with no path back to voucher matching. Add the same menu item to the history list for unbooked rows. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(transactions): enhance ownership checks and error handling in journal entry routes --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Jakob WennbergandClaude Fable 5
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3d97b95197 |
docs(loops): retire cloud routines, loops are local-only (#1086)
Founder decision 2026-07-20: the three claude.ai cloud triggers ran for 19 days as silent no-ops (GH_TOKEN never provisioned, issue #993) and were disabled instead of provisioned. loops.md and loop-ignite now document local-only operation so future sessions do not re-enable the dead triggers or re-ask for provisioning. Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Jakob WennbergandClaude Fable 5
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fd1c266cb0 |
chore: salvage unmerged work from the 2026-07-16 worktree audit (#1043)
* chore: salvage unmerged work from the 2026-07-16 worktree audit Four items survived the 43-file dirty-tree audit as genuinely unmerged: - CLAUDE.md: Definition of Done rule 9, the last mile is verified in-session, not assumed (project-level counterpart of the switch-on check; cloud agents only see the repo file). - DECISIONS.md: eight decision lines from 2026-07-09 to 2026-07-15, condensed and scrubbed of production identifiers for the public repo. - .claude/skills/loop-ignite: skill that audits the agentic loops and ignites dead ones; must live on main for cloud routines to load it. - lib/bokslut/ixbrl testbank manual E2E: encodes the working testbank endpoints and the Luhn-valid test pnr (the documented one fails); skipped unless BOLAGSVERKET_TESTBANK_E2E=1, so zero CI cost. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * chore: address review findings on the salvage batch - testbank e2e: kontrollera returns HTTP 200 even for invalid documents (outcome is in utfall), so assert zero typ='error' entries; also assert grunduppgifter returns a company name, not just the echoed orgnr. - loop-ignite: make ignition explicitly idempotent (enable/repair an existing trigger before creating, never duplicate). Skipped the fourth finding (require an observed firing as switch-on proof): a just-created cron cannot have fired yet; the audit table already reports last observed run per loop. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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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> |
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Jakob WennbergandClaude Fable 5
|
678f2ccffd |
feat(mcp): P2 hygiene — honest category suggestions, skill-reference lint, cadence copy (#882)
* feat(mcp): counterparty-tied category suggestions + no_signal (P2-1)
suggest_categories padded every transaction with a company-wide
category-frequency fallback at <=0.5 confidence — an identical four-way
spread on 20+/24 items that agents correctly reported as pure noise
(agent.feedback). Real signal came from memory atoms and query_journal.
- History is now counterparty-keyed: buildMerchantHistory groups past
categorized transactions by normalized merchant; the engine only
surfaces history for THIS transaction's merchant, with provenance
('Bokförd N gånger tidigare för denna motpart') and occurrence-scaled
confidence (0.56 at 1x, capped 0.85). No global padding — an empty
list is the honest answer.
- The MCP tool returns no_signal_transaction_ids for transactions where
NO source matched, steering agents to investigate (query_journal)
instead of pattern-matching on unrelated rows.
- Both callers (REST suggest-categories route + MCP tool) share the new
helpers, so web UI and agents improve together.
Part of dev_docs/mcp_optimization_plan.md (P2-1).
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* feat(skills): dangling-reference validation in skills:check + fix 10 dangling links (P2-2)
skills:generate/check now fail when an atom SKILL.md links a
references/*.md that does not exist on disk — a dangling pointer ships
a 404 to every agent that follows it (the weekly-booking-check
incident, agent.feedback).
The validator immediately caught 10 live dangling links in 4 atoms,
three distinct flavors:
- filename typo: swedish-asset-accounting/references/depreciaton.md
renamed to depreciation.md (the link was right, the file misspelled)
- link mismatch: swedish-e-invoicing linked market-providers-pricing.md;
the file is market-provider-pricing.md (link fixed)
- unauthored plans: single-shareholder-ab-fmb TODOs and reklambyra's
'planerad utbyggnad' section used resolvable references/ paths for
files that were never written — rephrased as plans without paths
Seed migration regenerated (4 atoms bumped, renamed reference child).
Part of dev_docs/mcp_optimization_plan.md (P2-2).
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* docs(events): align agent-feedback review cadence copy (P2-4)
gnubok_feedback replies 'we aggregate signal weekly'; the event-log
handler comment said quarterly. One of them was lying — weekly wins
(the mcp_optimization_plan triage is the living example).
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
---------
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
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Jakob WennbergandClaude Fable 5
|
ea236cbcdf |
fix(reconciliation): Bankavstämning phase 0 — correctness + feedback batch (+ nav IA regrouping) (#879)
* feat(nav): interaction-mode sidebar grouping — Arbeta/Analys/Data/Skatt & bokslut Nav IA redesign phase 0 (dev_docs/nav_ia_redesign.md): same routes, regrouped by what the user is doing. CLAUDE.md restructured around Hard Rules (doc references updated); pending-page explainer removed. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(reconciliation): correctness + feedback batch for Bankavstämning (phase 0) Engine: fetchAllRows pagination on status/run/RPC fetches (silent 1000-row cap corrupted totals), optimistic-lock guards on manualLink + apply, unlink audit rows attributed to the acting user (was: company UUID), selected_matches partial apply intersected with a fresh match run. View: silent in-place refresh instead of a full-page skeleton per action, checkbox-gated apply with confidence badges (fuzzy unticked) in chunks of 500, honest result toasts, dry-run errors surfaced, ranked per-row picker candidates pinned to the applied date window, currency-correct amounts (bank side in account currency, GL side SEK), voucher links, translated source types, colored differens, dirty-date-filter guard. Discovery: year-end preflight 404 href fixed (/reconciliation/bank never existed), ⌘K palette entry, real links from the transactions page. v1: status registry schema now matches the actual ReconciliationStatus payload, errors documented as a count, false ~0.85-threshold pitfall replaced, route test mocks the real shape. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.8
|
f675ae6565 |
fix(loops): committed playbook path + Sentry-first error source (#851)
* fix(loops): move playbook to committed .claude/loops.md; Sentry-first error source
dev_docs/* is gitignored ('internal reference, not published'), so the loop skills'
'read dev_docs/loops.md first' reference never resolves on main / in a fresh cloud
clone. Relocate the playbook to .claude/loops.md (committed) and repoint all 4 skills.
Rewrite loop-vercel-errors to use the wired Sentry API (the Vercel MCP is not in the
cloud routine tool allowlist) and document the required token scope (event:read,
project:read) + cloud-env secrets.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* fix(loops): Vercel loop is Vercel-native + local (Sentry is not wired up)
Sentry is not integrated in this codebase (no @sentry/* dep, no config, no
instrumentation, zero source refs) — the SENTRY_* names in .env.local and CLAUDE.md
are leftovers. Rewrite loop-vercel-errors to source errors from Vercel (Vercel MCP
locally; Vercel API with VERCEL_TOKEN in cloud) and reclassify it as a LOCAL loop,
since the Vercel MCP is only available locally and there is no error-aggregation
service. The cloud trigger stays disabled. Only GH_TOKEN is needed to provision the
cloud loops (1 & 3).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
|
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Jakob WennbergandClaude Opus 4.8
|
2da9c71eb3 |
UI badge cleanup + /chart-of-accounts route + loop skills (#850)
Bundles three separable concerns: - style(ui): badge audit + cleanup across 45 files — real-status chips use Badge variants (raw Tailwind colors dropped), non-status count/type/label chips demoted to muted text, clustered badges consolidated; 20 unused imports removed. - feat(bookkeeping): Kontoplan moved to a dedicated /chart-of-accounts route (nav + command palette wired); /bookkeeping shows the journal list only. - chore(skills): loop-* automation skills + design-scan workflow under .claude/. fix(reports): restored the destructive count badge on blocking errors in the periodisk sammanställning (EC Sales List) — a genuine status cue the audit had wrongly flattened; flagged by the PR reviewer and Swedish compliance bot, now clean. All CI green; compliance bots report no findings. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> |
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|
Jakob WennbergandClaude Opus 4.8
|
c74b19df1b |
Accounted rebrand + swarm-skill cleanup + bank-reconciliation fixes (#643)
* feat(reconciliation): close the bank-feed loop on voucher links and re-tag mis-typed opening balances
Two related fixes to bank reconciliation correctness:
1. Auto-reconcile on voucher link. Linking an invoice or supplier invoice to
an existing voucher previously advanced only the invoice — the bank
transaction that paid it kept sitting in the Transactions inbox with a null
journal_entry_id. linkInvoiceToVoucher / linkSupplierInvoiceToVoucher now
call autoReconcileTransactionForLinkedVoucher (lib/reconciliation), which
links the bank transaction to the same verifikat when exactly one unbooked
line matches it. Best-effort and post-commit: a failure here never fails the
link. The result surfaces reconciledTransactionId; the inbox row leaves the
list and the UI shows link_success_tx_reconciled.
2. Re-tag mis-typed opening balances. getReconciliationStatus and the GL-line
matching RPCs identify a cash account's ingående balans solely by
journal_entries.source_type='opening_balance'. Companies migrated from other
systems often booked the bank IB as an ordinary voucher (source_type
'import' or 'manual'), so it was never excluded and surfaced as a phantom
reconciliation difference equal to the opening balance. Adds:
- migration mark_entry_as_opening_balance: a GUC-gated carve-out in the
immutability trigger plus a SECURITY DEFINER RPC that validates the entry
(balance-sheet lines only, dated on a fiscal-period boundary), flips the
source_type, and writes an audit row — no blanket data sweep.
- POST /api/reconciliation/bank/mark-opening-balance + MarkOpeningBalanceSchema.
- BankReconciliationView action to trigger it from the IB diff.
The gnubok_create_voucher executor now accepts a typed is_opening_balance flag
and derives source_type='opening_balance' only after validating class 1/2 lines
on the period start, so new IBs land correctly typed.
Covered by lib/reconciliation auto-reconcile tests, voucher-executors tests,
and a mark-entry-as-opening-balance pg-real test.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* chore: rebrand gnubok → Accounted and prune swarm agent skills
Product rebrand and skills housekeeping. No runtime behaviour change.
Rebrand: replace user-visible "gnubok" with "Accounted" across docs, READMEs,
in-code comments, doc-site content, MCP skill/resource prose, and the
gnubok-mcp package description. The MCP resource URI scheme is moved gnubok://
→ Accounted:// consistently across resource registrations, the event-type
comment, and the resource/skill tests. Deliberately preserved as stable
identifiers (NOT rebranded): the gnubok-company-id cookie, gnubok_sk_ / gnubok_inv_
token prefixes, the gnubok-mcp npm bridge name, and the AGI <gem:Programnamn>
value (kept 'gnubok' per its source comment — it is the software identifier sent
to Skatteverket and must not churn across visual rebrands).
Skills: remove the 27 swarm-* agent SKILL.md atoms (no longer used; already
absent from the agent_atom_registry in prod), refresh the remaining skill docs,
add the .claude/rules/ path-scoped rule set, and regenerate the
seed_agent_atom_bodies migration + .skill-body-manifest.json via
`npm run skills:generate` so the DB-backed skill bodies match the trimmed set.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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Jakob WennbergandClaude Opus 4.7
|
f8f49f8426 |
Inbox page-count gate + DataList/DropdownMenu primitives (#554)
* feat(inbox): skip AI extraction for multi-page PDFs (#553) Bedrock churns for minutes on multi-page PDFs (sales reports, bank statements, contracts) and returns nothing useful. Above 3 pages we now skip extraction entirely and mark the row with extraction_skipped=true; the document still lands in the inbox and can be attached or converted manually. Same gate applies to the /items/:id/attach path. Client can also opt out via skip_extraction=true (skip_reason=client_opt_out). The InvoiceInboxWorkspace renders an "Inte AI-tolkad" badge for skipped rows, distinct from the "Felaktig" failure state (status='error'). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * refactor(ui): introduce DataList + DropdownMenu primitives, roll out across list pages DataList replaces the per-row Card pattern across Granskning, Transactions, Invoices, Supplier invoices, and Pending. One bordered container with hairline rows matches the flat-with-hairlines aesthetic in CLAUDE.md — no shadows, no state-tinted borders, secondary token for selected/hover. DropdownMenu fills the gap for row-level action menus on TransactionInboxCard, TransactionHistoryList, and the page-level action menus on /transactions and /pending. Replaces ad-hoc Popover + buttons constructions. Migrates list pages and the transaction inbox/history components onto the new primitives. No behavior change beyond the visual unification. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * chore: add agent skills + gnubok domain skills, gitignore compliance reports .agents/skills/ + skills-lock.json + symlinks under .claude/skills/ check in the vercel-labs/agent-skills set pinned by the local skill manager (deploy-to-vercel, vercel-cli-with-tokens, react-best-practices, composition-patterns, react-native-skills, react-view-transitions, web-design-guidelines). Keeps the team on the same versions. .claude/skills/industry/ + .claude/skills/modifier/ are hand-authored vertical and entity-modifier skills for the specialized accountant agent — industries (konsult-it, e-handel, bygg-hantverk, reklambyra, saas-ai) and entity overlays (holding-ab, single-shareholder-ab-fmb, mixed- verksamhet). Project-owned content; lives in the repo by design. Also gitignores .compliance-reports/ — those are large generated SARIF/dossier artifacts from the compliance scanner. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * refactor(transactions): unify inbox/history chrome, drop swipe flow The transactions page mixed two-tier filtering, a swipe-view detour, and per-row Card chrome that didn't carry its weight. This pass collapses those into a single editorial-list surface and removes the unused swipe path entirely. User-visible changes: - Mode toggle (Att bokföra / Alla transaktioner) moved from a Tabs row under the header into a dropdown to the right of a unified search bar. Search now persists when switching modes. - Removed the swipe categorization view ("Gå igenom alla") and its trigger button. The 800-line SwipeCategorizationView component is deleted; suggestion-fetching shrinks to what the template picker still consumes. - Inbox rows now show one primary action: invoice/supplier-invoice match shortcut when auto-detected, else "Bokför". A new visible Link2 icon button opens the customer or supplier invoice picker manually (chosen by amount sign). Delete becomes a plain trash button — no overflow menu since it only ever held one item. - Bulk action bar swaps "Markera som privat" for "Ta bort" with a single combined confirmation. - Built SupplierInvoicePicker mirroring InvoicePicker so expense transactions can be matched to supplier invoices from the inbox. Wired through /api/transactions/{id}/match-supplier-invoice. - Template picker dialog renamed to "Bokför transaktion"; "Bokför manuellt…" and "Matcha med faktura…" promoted from muted ghost buttons at the bottom to outline buttons at the top, above the template list. - Breathing room: row padding py-3 → py-4, primary text text-sm → text-base, amount text-base, button heights h-8 → h-9, trailing gap-2 → gap-3 (in the DataList primitive itself, so every list benefits slightly). 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: align package-lock.json with merged package.json The merge resolution took origin/main's package-lock.json (which dropped pdf-lib) but kept our package.json (which still requires pdf-lib for the invoice-inbox extension's PDFDocument import). `npm ci` rejected the mismatch. Regenerate the lock from the merged package.json so both files agree. 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: regenerate package-lock.json with npm@10 for CI compat Local npm@11 produced a lock that npm@10 (CI) rejected with "Missing: @swc/helpers@0.5.21". Regenerated with npm@10 --package-lock-only so CI can install. 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(transactions): supplier-invoice status-leak guard + drop dead prop Two follow-ups from the merge-risk audit: - SupplierInvoicePicker now mirrors InvoicePicker's status-leak guard: if a supplier invoice is still 'approved'/'overdue' but already has a payment voucher attached (journal_entry_id on supplier_invoice_payments), hide it. Closes a UX race window between payment and status flip. Partially-paid invoices still pass through. - Drop the unused onMarkPrivate prop on TransactionInboxCard and the matching handleMarkPrivate wrapper in the parent. Both became dead when the swipe-categorisation flow was removed. 🤖 Generated with [Claude Code](https://claude.com/claude-code) 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
|
993b3f5962 |
Fix/remove disabled fields (#426)
* fix(dashboard): enable salary features with "Beta" badge for testing * fix(errors): enhance Swedish error message patterns for better user feedback fix(salary): update Nordea Personkonto handling in account encoding logic * fix(agi): implement feature flag for AGI transmission and update button states * fix(swedish-payroll): update youth rate eligibility criteria and enhance documentation * fix(agi-panel): remove feature flag for AGI transmission and simplify button states |
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Jakob WennbergandClaude Opus 4.7
|
15d4f429f3 |
feat: consolidate /expenses into /supplier-invoices, dual-channel support feedback, compliance skills (#417)
* feat(supplier-invoices): consolidate /expenses into /supplier-invoices and add bank matching Collapse the duplicate AP entry points by redirecting /expenses, /expenses/new, and /expenses/[id] into the canonical /supplier-invoices routes, and absorb the expense-entry flow into /supplier-invoices/new. Add a BankTransactionPicker so a supplier invoice can be registered and matched to an existing outgoing bank transaction in one step. Extend the transaction → invoice match dialog to handle supplier invoices alongside customer invoices, including the new /match-supplier-invoice endpoint and Swedish copy variants. Update the sidebar to point Leverantörsfakturor at /supplier-invoices and hide the legacy entry. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(support): send feedback to both Recapt and email channels Previously submitFeedback used Recapt when present and only fell back to email on failure, so feedback captured by the SDK never reached the support inbox. Always POST to /api/support/contact in parallel with the Recapt call and return the list of channels that succeeded; feedback is considered delivered if either channel succeeds. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * chore(skills): add compliance skill references for GDPR, ISO 27001, OSS, OWASP ASVS, SOC 2 Add reference material for five compliance domains alongside the existing .claude/skills/ set so future audits and CI gating work has a documented mapping to controls, violation patterns, tool orchestration, and cross-framework crosswalks. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(supplier-invoices): address review issues in register-and-match flow - BankTransactionPicker: move createClient() inside the effect and drop the supabase client from the deps array. Calling createClient() in the component body produced a fresh reference on every render, which combined with the setIsLoading(true) inside the effect to fire an infinite re-fetch loop while the dialog was open. - /supplier-invoices/new: replace the submitMode useState with a useRef. setSubmitMode() in the button onClick and the read in the form onSubmit run in the same React event batch, so onSubmit always saw the previous render's value and the bank picker never opened on first use. - /supplier-invoices/new: route AB companies through the existing review dialog before booking the register-and-match flow. handlePickTransaction now stores the picked transaction and opens the review dialog for AB; on confirm, handleConfirm posts the create and then matches the stored transaction. EF retains the one-step create+approve+match path. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(transactions): populate potential_supplier_invoice so the match flow is reachable fetchTransactions and loadMoreTransactions previously joined potential_invoice from the invoices table but never looked up potential_supplier_invoice, so TransactionInboxCard's hasSupplierInvoiceMatch check was always false and handleConfirmInvoiceMatch's supplier branch was unreachable. Mirror the existing customer-invoice pipeline: collect potential_supplier_invoice_id values, batch-fetch the matching supplier_invoices (with their supplier), build a map, and spread the result onto each TransactionWithInvoice in parallel with the customer-invoice fetch. Update uncategorizedTransactions sort and transactionsWithMatches filter to also recognize supplier-invoice candidates so they bubble to the top of the inbox and aren't excluded from match-driven views. 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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Jakob WennbergandClaude Opus 4.7
|
cd64c0e3fb |
feat(skatteverket): production-ready momsdeklaration submission (#380)
* feat(skatteverket): production-ready momsdeklaration submission
Brings the Skatteverket extension up to a state where it can ship moms
declaration submission to Vercel production. Verified end-to-end against
SKV's Komplett testtjänst — all 8 momsdeklaration operations tested
(kontrollera, spara/hämta/radera utkast, lås/lås upp, hämta inlämnade,
hämta beslutade) plus signing-link return.
Bundles three coherent changes:
1. Skatteverket extension (the main work)
- extensions.config.json: enable `skatteverket`, drop `invoice-inbox`
and `ai-agent` (those were enabled in config but lacked AWS env vars
in prod, so they loaded but failed at runtime)
- lib/reports/vat-declaration.ts: extend ACCOUNT_RUTA to populate
Ruta 06 (uttag 3401–3403), Ruta 20–24 (reverse-charge bases from
4xxx cost accounts), Ruta 50 (import 4545–4547), and Ruta 42
(3404/3994/3980); delete the supplier-type heuristic that made
Ruta 20 and Ruta 23 always 0
- extensions/general/skatteverket/lib/token-store.ts: work around
three real prod schema-drift issues — wrong column on read/delete
(was `company_id`, schema only has `user_id`), missing
UNIQUE(user_id) constraint that makes UPSERT fail (switched to
DELETE+INSERT), missing RLS policies (switched to service-role
client). Refresh path now reuses existing row's company_id when
none is passed.
- extensions/general/skatteverket/index.ts: 9 sites switched from
ctx.companyId to ctx.userId for the token-store key; pass
companyId from the OAuth callback
- extensions/general/skatteverket/types.ts + components/reports/
SkatteverketPanel.tsx: align field names with v1.0.24 RAML
(signeringsLank/kontrollResultat/resultat/kod/status/beskrivning).
Without this, the signing link never displayed.
- SkatteverketPanel: add Lås upp + Radera utkast + Hämta utkast +
Hämta beslut buttons so the full lifecycle is reachable from the UI
- lib/reports/__tests__/vat-declaration.test.ts: rewritten to match
the refactored calculator; new fixtures for cost-account-based
reverse charge (Ruta 20/21/22/23/24), Ruta 50 import, Ruta 06
uttag, Ruta 42 expansion; SKV §4.1.1.4 cross-field contract checks
- supabase/migrations/20260428120000_skatteverket_tokens_user_id_unique.sql:
idempotently adds the missing UNIQUE(user_id) constraint
- scripts/*: dev-only helpers used during the prod-of-test
verification (create test company, seed VAT data, inspect token
state, etc.)
2. Journal-entries cancelled-status filter
- app/api/bookkeeping/journal-entries/route.ts: when no status filter
is supplied, exclude `cancelled` entries by default
- supabase/migrations/20260428153500_journal_entries_with_related_exclude_statuses.sql
3. Swedish e-invoicing skill (reference docs only — no runtime code)
- .claude/skills/swedish-e-invoicing/
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* fix(skatteverket): address PR review findings
- panel: handleFetchDraft read `result.data?.last` (typo) — switched to
`result.data?.locked` to match the field defined in
SkatteverketUtkastResponse and the v1.0.24 RAML. The "(låst)" suffix on
the success message would silently never appear before this fix.
- api-client: getValidToken had no concurrency guard, so two parallel
SKV requests from the same user could both call /token with the same
refresh_token. SKV rotates the refresh_token on first use, so the
second call would 401 with REFRESH_EXHAUSTED-adjacent failures. With
the new 6-button UI on SkatteverketPanel, rapid clicks made this a
realistic trigger. Added an in-process Promise map keyed on userId
that coalesces concurrent refresh attempts; cross-process races are
mitigated by re-reading tokens inside the critical section before
calling refreshAccessToken (if another process refreshed already, we
use the newer token instead of burning the old refresh_token).
- migration 20260428120000: dedup query used `created_at < max(...)`,
which failed to remove duplicates inserted in the same second. The
subsequent ALTER TABLE … ADD CONSTRAINT would then abort. Switched
to ctid (Postgres physical row identifier) to break timestamp ties.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* fix(skatteverket): throw on token-store SELECT error before destructive DELETE
The company_id pre-read in storeTokens used destructuring that discarded
the error field. If the service-role SELECT failed for any reason (network
blip, overloaded DB, transient permissions issue), `existing` became null,
`resolvedCompanyId` stayed undefined, and execution fell through to the
DELETE. The old row got deleted successfully, then the INSERT omitted
company_id and failed with the NOT NULL constraint violation — leaving
the user with no token row at all and forcing a fresh BankID handshake.
Now we capture the SELECT error and throw before the DELETE runs.
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
|
e137a9f452 |
Skill/fix (#355)
* fix: ensure customer email addresses are anonymized and not displayed in tickets * feat: add uncredit functionality for supplier invoices - Implemented the ability to uncredit supplier invoices, restoring the original invoice status and freeing up the invoice number. - Added confirmation dialog for uncrediting actions. - Updated the supplier invoice detail page to show an "Undo Credit" button for credited invoices. - Enhanced the new supplier invoice page to handle conflicts when a duplicate invoice number is detected, allowing users to uncredit the existing invoice. - Created API endpoint for uncrediting invoices, including handling of journal entries and invoice status updates. - Added tests for the uncredit functionality to ensure proper behavior and error handling. * feat: implement soft-delete for credited invoices and add reversed status * fix: update uncredit logic to handle registration journal entries and improve user feedback * fix: retain no-op migration stub for history alignment with future index changes |
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|
Mattsson
|
1583e302da |
Bug/delete not working (#347)
* Refactor code structure and remove redundant changes for improved clarity and maintainability * feat: add booking template usage tracking and related policies * feat(migrations): Add default voucher series, enhance inbox functionality, and improve journal entry tracking - Add `default_voucher_series` column to `company_settings` for UI default selection. - Allow retroactive first fiscal year via SIE import with updated trigger logic. - Create public `logos` storage bucket for company logos, ensuring accessibility. - Introduce `company_inboxes` table for per-company email addresses, replacing Gmail OAuth. - Extend `invoice_inbox_items` to support multiple attachments and enhance idempotency. - Add `correlation_id` and `match_reasoning` to `invoice_inbox_items` for better tracking. - Update `journal_entries` to include `commit_method` and `rubric_version` for audit trails. - Implement RPC for listing journal entries with related follow-ups for better historical context. - Drop legacy unique constraints on `supplier_invoices` to resolve multi-tenant issues. - Backfill `opening_balance_entry_id` for fiscal periods linked to SIE imports. - Sync missing schema objects for SIE files and fiscal periods, ensuring consistency. - Add immutability trigger to `processing_history` to prevent deletions. - Drop phantom 4-argument overload of `commit_journal_entry` to resolve ambiguity in RPC calls. * feat(migrations): add placeholder migration for backfill of 'niklas' company's source_voucher column * feat(migrations): Add new migrations for logos bucket, journal entry metadata, and inbox enhancements - Create a public `logos` storage bucket for company logos to be used in invoices. - Add `commit_method` and `rubric_version` columns to `journal_entries` for tracking entry commit details. - Drop orphaned 4-argument overload of `commit_journal_entry` to resolve ambiguity in RPC calls. - Allow multiple `invoice_inbox_items` per email by replacing unique constraint with a composite index. - Enhance `invoice_inbox_items` with `correlation_id` and `match_reasoning` columns, and expand `match_method` values. - Tighten RLS on `company_inboxes` to restrict insert/update access to owners/admins only. - Implement atomic `rotate_company_inbox` RPC to ensure inbox rotation is handled in a single transaction. - Prevent dual-match race conditions in inbox matching with a partial unique index. - Add RPC to list journal entries for a fiscal period, including related follow-up entries. - Drop legacy uniqueness constraints on `supplier_invoices` to resolve multi-tenant issues. - Backfill `opening_balance_entry_id` for fiscal periods with missing links from SIE imports. - Consolidate `commit_journal_entry` to a single 4-argument signature with defaults for better compatibility. - Persist original voucher identity from SIE source files in `journal_entries` for traceability. - Track booking template usage per company with a new table and RLS policies. - Add `updated_at` column to `booking_template_usage` for audit consistency. - Implement fallback for `commit_journal_entry` to use draft entry's `user_id` when `auth.uid()` is NULL. - Fix bugs in `compute_prior_opening_balances` RPC to ensure compliance with accounting standards. * Refactor and consolidate database migrations for improved functionality and compliance - Removed obsolete migration files related to inbox hardening, commit journal entry consolidation, journal entry source voucher, and others to streamline the schema. - Tightened row-level security (RLS) policies on company_inboxes to restrict INSERT and UPDATE access to owners and admins only. - Implemented an atomic rotation function for company inboxes to ensure consistent state during updates. - Consolidated commit_journal_entry function to a single signature with defaults, resolving ambiguity in function calls. - Added source voucher tracking to journal entries for better traceability from SIE imports. - Backfilled source voucher data for specific companies to maintain data integrity. - Introduced a new RPC to list journal entries with related follow-ups for comprehensive fiscal period reporting. - Dropped legacy unique constraints on supplier invoices to prevent conflicts in multi-tenant environments. - Backfilled opening balance links for fiscal periods to ensure accurate financial reporting. - Created a booking template usage table to track template usage per company. - Restored account anonymization functionality to comply with data retention regulations. - Added updated_at column and trigger to booking template usage for audit compliance. |
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MattssonandClaude Opus 4.7
|
d708a85d4c |
Feat/cloud backup (#277)
* feat: cloud backup to Google Drive + full-archive all-scope Adds a cloud-backup extension that uploads a full-company backup ZIP to the user's own Google Drive via OAuth (drive.file scope only). Refresh tokens are AES-256-GCM encrypted before being stored in extension_data. The full-archive export gains a scope=all mode for whole-company backups (per-period SIE under sie/, per-period rapporter/ subfolders, flat dokument/ manifest tagged with fiscal_period_id). An 80 MB size guard short-circuits generation before the platform response limit. Also fixes a latent bug in lib/core/audit/audit-service.ts where the parameter was named userId while the query filtered by company_id; the audit-trail API route was passing user.id so audit queries returned empty unless user and company shared a UUID. Drive-by: scope the dashboard "fresh start" localStorage key per companyId so dismissing the setup checklist in one company no longer carries over to others. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: address review comments on cloud backup + archive export - Extend audit trail to_date to end-of-day so last-day entries aren't silently excluded from period-scoped archives. - Apply 413 size-limit guard regardless of include_documents, using the overhead-only figure when documents are excluded. - Use crypto.randomUUID() for Drive multipart boundary to eliminate any collision risk with ZIP payload bytes. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: migrate legacy setup-gate localStorage keys on dashboard Users who previously dismissed the setup checklist via the old global erp_setup_fresh_start or erp_checklist_dismissed keys were re-gated after the switch to a company-scoped key. Fall back to the legacy keys on read and migrate them to the scoped key on first hit. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: update customer email handling and anonymization rules in supportmail-to-ticket skill * test: update audit trail to_date expectation for end-of-day timestamp 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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Jakob WennbergandClaude Opus 4.7
|
44082ff845 |
Fix SIE multi-year P&L accumulation, Fortnox supplier filter, processing_history (#267)
* fix: prevent P&L accumulation when importing multi-year SIE files The opening-balance fallback summed all prior journal lines without distinguishing balance sheet (class 1-2) from P&L (class 3-8). When users imported one SIE file per year without running year-end closing between them, resultatkonton accumulated across years instead of resetting at each räkenskapsårsskifte. Reported by a customer. Skip class 3-8 in the fallback path. P&L accounts must reset to zero each fiscal year (årets resultat → 2099 → equity). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: only import unpaid supplier invoices from Fortnox Fortnox's /supplierinvoices list endpoint doesn't reliably expose FullyPaid, which caused historic paid invoices to be imported as unpaid. Switch to the ?filter=unpaid query and surface that scope in the migration options UI. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat: add processing_history table for behandlingshistorik Append-only event log per BFNAR 2013:2 kap 8. Includes: - processing_history table with seq, correlation/causation chaining, aggregate (Document/BankTransaction/MatchProposal/Verifikation/etc.), open event_type validated against processing_event_types registry. - Immutability via audit_log_immutable trigger (no UPDATE/DELETE). - RLS scoped to user_company_ids; writes via service role only. - appendProcessingHistory() helper with PII guard rejecting payloads containing personnummer/orgnr patterns. - Shared TS types in types/index.ts. No consumers wired yet — this is the persistence layer only. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * chore: add swedish-project-accounting skill Reference skill covering projektredovisning: dimensional tagging, WIP accounting, K2/K3 revenue recognition (successiv vinstavräkning, färdigställandemetoden), entreprenadavtal, BAS patterns (1470, 1620, 2420, 2450, 4970), and SIE4 #DIM 6 encoding. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: rename processing_history migration to avoid timestamp collision Main already has 20260418120000_allow_retroactive_first_fiscal_year.sql from #265. Bumping this migration's timestamp to 20260418130000 to keep schema_migrations.version unique. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: address Greptile review on processing_history - Add BEFORE DELETE immutability trigger so the service role can't silently remove rows. Mirrors the pattern from migration 014 (audit_log_no_update + audit_log_no_delete) and satisfies the immutability claim in BFNAR 2013:2 kap 8. Delivered as a follow-up migration since the original was already applied in some envs. - Tighten PII patterns with \b word boundaries to avoid false positives on Bankgiro numbers (123456-7890) and invoice references like 202312-1234. - Extend PII validation to actor.label, which previously bypassed the payload guard despite the docblock explicitly forbidding names/emails/personnummer there. 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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Jakob WennbergandClaude Opus 4.6
|
e46654ab25 |
feat: concurrency guards, account validation, and reversal side-effects (#247)
* feat: add concurrency guards, account validation, and reversal side-effects to bookkeeping engine Prevent double-booking via CAS guards on mark-paid and categorize routes (409 on conflict), make payment GL entries blocking (AP/AR must match GL), validate account resolution in engine, and auto-sync invoice status on payment reversal. Adds journal_entry.reversed event type. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — company_id filter, voucher gaps, status restore - Add missing company_id filter on supplier-invoice CAS update (defense in depth) - Add voucher_gap_explanations insert on CAS-cancelled entries in both mark-paid routes (BFNAR 2013:2 compliance, matching categorize route pattern) - Fix reversal status restore: check due_date to determine overdue vs sent/approved instead of always reverting to sent/approved - Rename shadowed reversedLines variable to originalLines (P2 clarity) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: derive reversal payment amount from payments table, not GL lines The reversal GL entry is already a line-by-line mirror per BFL 5 kap 5§. For the business-level invoice sync, use the payment record amount from supplier_invoice_payments / invoice_payments instead of inspecting GL account numbers — works identically for kontantmetod and faktureringsmetod without needing to know which accounts were used. Also adds company_id filter on all reversal sync queries (defense in depth). Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: allow reversal of partially_paid customer invoices Widen the status filter from .eq('status', 'paid') to .in('status', ['paid', 'partially_paid']) so that reversing a partial payment GL entry correctly updates the invoice state. 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
|
b387a77bfd |
chore: remove Sentry, consolidate migrations, add test coverage (#244)
* chore: remove Sentry, consolidate migrations, add test coverage Remove @sentry/nextjs and all Sentry integration code — error tracking now handled by Recapt. Consolidate 22 incremental migrations into a single schema sync migration. Add 6 new test suites (auth, invoice matching, VAT rules, opening balances) and extend report tests with edge cases. Update Docker image name to gnubok, sync crontabs and extension presets, fix CSP missing space, simplify journal entry missing-document dialog. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: remove viewer bank import migration never applied to production 20260413150000_viewer_bank_import_permissions.sql (PR #234) was merged to main but never applied to the production database. It references current_active_company_id() which does not exist in production either. This breaks fresh installs and Supabase preview branches because the migration runs before the consolidated schema sync. Remove it so the migration chain matches production. The viewer bank import RLS policies should be re-added in a future migration alongside the helper functions they depend on. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: correct delete policies for tables without company_id column Seven tables in the generic delete-policy loop don't have a direct company_id column, causing fresh installs to fail with "column company_id does not exist". Fix by moving them out of the loop: - invoice_items, journal_entry_lines, receipt_line_items, supplier_invoice_items → join through parent table - extension_toggles, notification_settings, push_subscriptions → user-scoped (auth.uid() = user_id) All policies match their existing production definitions. 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
|
b484e9a7b4 |
fix: Swedish VAT/SIE compliance, storno hardening, document integrity (#209)
* feat: add INK2 declaration improvements, invoice delivery date, and Swedish compliance skills Expand INK2 engine with full INK2S/INK2R support and improved SRU generation. Add delivery_date field to invoices and corresponding PDF/migration support. Add Claude skills for Swedish asset accounting, invoice compliance, SIE import/export, SRU filing, and tax planning. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address PR review — map BAS 4500–4899, strip CRLF in SRU, document P3 - Map BAS accounts 4500–4599 (legoarbeten), 4700–4899 (diverse varuinköpskostnader) to SRU 7512 so they are not silently dropped from INK2R declarations - Strip \r\n in sanitizeString to prevent CRLF injection in SRU fields - Document P3 period suffix limitation for brutet räkenskapsår Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: correct BAS 4500-4599, 4700-4899 mapping from 7512 to 7511 Per the official BAS-to-SRU mapping, these account ranges are cost of goods (legoarbeten, inkurans, svinn) and belong under 7511 (Råvaror och förnödenheter), not 7512 (Handelsvaror). 7512 remains 4600-4699. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: Swedish VAT compliance — representation VAT, domestic RC, full BAS 26xx mapping, SIE encoding - Representation expenses now default to reduced_12 VAT (ML 13 kap 24-25 §§); income tax deduction was abolished 2017 but VAT deduction at 12% remains - Domestic reverse charge (byggtjänster etc.) uses 2647 instead of 2645, with distinct line descriptions for Swedish vs EU/non-EU RC - VAT declaration maps all BAS 26xx variant accounts (egna uttag 2612/2622/2632, uthyrning 2613/2623/2633, VMB 2616/2626/2636, import 2615/2625/2635, domestic RC 2647, frivillig skattskyldighet 2642) and revenue variants (3108/3105/3004/3100) to correct momsdeklaration rutor - SIE parser: remove unreliable #FORMAT PC8 encoding detection (most software exports UTF-8 with PC8 header), parse #FLAGGA for import-already-done warning, default SIE type to 1 when absent, fix RTRANS/BTRANS documentation - SIE export: add #RAR -1 (previous fiscal year), fix UB = IB + movements - Error messages: add pattern matching for locked period trigger errors Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — update ruta49 JSDoc, use null sentinel in error map Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: harden storno CAS guard, document integrity, and BFNAR archive compliance - Storno: defer original→reversed until both entries succeed, add CAS guard for concurrent reversals, use cancelEntry() instead of delete - Document: add document.accessed event, enrich archive manifest with metadata, add BFNAR 2013:2 systemdokumentation to full archive export - Verify cron: run daily, configurable batch size, include company_id in audit - Migrations: integrity audit actions, document version chain, metadata immutability, audit deletions, fix immutability for posted/cancelled Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — allow is_current_version in immutability trigger, log cancelEntry errors - Remove is_current_version from blocked fields in enforce_document_metadata_immutability trigger so create_document_version RPC can supersede documents linked to posted entries - Add error logging to cancelEntry for observability on cleanup failures 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
|
7a18d89c70 |
feat: INK2 declaration improvements, invoice delivery date & Swedish compliance skills (#204)
* feat: add INK2 declaration improvements, invoice delivery date, and Swedish compliance skills Expand INK2 engine with full INK2S/INK2R support and improved SRU generation. Add delivery_date field to invoices and corresponding PDF/migration support. Add Claude skills for Swedish asset accounting, invoice compliance, SIE import/export, SRU filing, and tax planning. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address PR review — map BAS 4500–4899, strip CRLF in SRU, document P3 - Map BAS accounts 4500–4599 (legoarbeten), 4700–4899 (diverse varuinköpskostnader) to SRU 7512 so they are not silently dropped from INK2R declarations - Strip \r\n in sanitizeString to prevent CRLF injection in SRU fields - Document P3 period suffix limitation for brutet räkenskapsår Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: correct BAS 4500-4599, 4700-4899 mapping from 7512 to 7511 Per the official BAS-to-SRU mapping, these account ranges are cost of goods (legoarbeten, inkurans, svinn) and belong under 7511 (Råvaror och förnödenheter), not 7512 (Handelsvaror). 7512 remains 4600-4699. 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
|
dec9a37d2d |
feat: add Swedish payroll & VAT skills and init support contact route (#202)
Add Claude Code skills for Swedish payroll and VAT compliance reference. Initialize extension system in the support contact API route so email service is available. Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.6
|
6d75b9a1bf |
feat: BankID authentication via TIC Identity API (#192)
* feat: add BankID authentication via TIC Identity API Integrate BankID as a login/signup method using the TIC Identity API. Users can authenticate with BankID QR codes (desktop) or deep links (mobile), link BankID to existing accounts, and skip TOTP MFA when BankID is linked. Removes Step 0 (role choice) from onboarding for all users. Adds enrichment data support for pre-filling company details from Bolagsverket during signup. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address PR review — server-side rate limit, unlink clears MFA bypass - Add per-IP rate limit (5s cooldown) on /bankid/start to prevent unbounded billable TIC sessions from unauthenticated callers - Add /bankid/unlink endpoint that deletes bankid_identities AND clears app_metadata.bankid_linked so MFA enforcement resumes after unlink - Update BankIdSettings to call server-side unlink instead of client-side delete Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: move rate limiter to module scope, add BankID logo and year-end skill 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
|
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
|
197beb1c58 |
feat: expand tax settings form, refactor settings save flow, and update docs (#159)
Expand the tax settings page with F-skatt, VAT registration, fiscal year start month, and salary payment toggles. Refactor SettingsFormWrapper to support onSuccess callbacks so local state only updates after server confirmation. Fix logo upload to use service client for storage RLS bypass. Allow empty email in settings schema. Update CLAUDE.md with comprehensive multi-tenant, auth, and engine documentation. Remove unused langchain skills. Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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MattssonandClaude Opus 4.6
|
1756af6c5e |
Eb and skills (#152)
* fix: improve date filter UX with partial dates and Apply button (GNU-18) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: enhance banking settings with connection handling and integrity checks --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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MattssonandClaude Opus 4.6
|
73b8a7a4de |
feat: soften button system with refined primary color (GNU-6) (#142)
* feat: soften button system with refined primary color (GNU-6) Replace near-black primary with a lighter dark charcoal (210 5% 25%), add subtle shadows to solid buttons, and unify border-radius across all button sizes. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add scout-design skill for design auditing and improvement tracking --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.6
|
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>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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Jakob WennbergandClaude Opus 4.6
|
cf77adaa0a |
refactor: remove extension toggle system — compiled-in extensions are always active (#59)
The runtime toggle system (extension_toggles table, API routes, hooks, UI components) added unnecessary complexity. Extensions controlled via extensions.config.json at build time are now always active for all users. This removes ~835 lines of toggle-related code including API routes, DB queries, the ExtensionToggleButton component, useEnabledExtensions and useExtensionToggle hooks, and the toggle-check module. AI consent gating remains unchanged. 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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a1ca96453c |
feat: mobile UX improvements across dashboard (#9)
* feat: mobile UX improvements across dashboard pages - Responsive layouts with stacked mobile forms and grid desktop views - Safe area handling (viewportFit cover, bottom nav insets, main padding) - Touch-friendly dialogs, tabs, and page headers - Mobile nav drawer open/close animation - Dashboard layout parallel Supabase queries - SIE parser: handle quoted VER/TRANS fields - Skip account override for template-based transaction booking Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: address PR review feedback from Greptile - Fix nav drawer close timer race condition with useRef + clearTimeout - Show locked VAT rate as read-only label on mobile instead of hiding it - Remove dead bottom-16 class overridden by inline style Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.6
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091d043c85 |
feat: UI polish, lint fixes, onboarding redesign, help page expansion, and test improvements
Broad update across dashboard pages, components, extensions, and lib code. Includes ESLint config additions, onboarding flow redesign, settings page refactor, help page content expansion, dead code removal, and test mock fixes. Adds dev docs and public assets. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.6
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a9bf24ce0b |
feat: enhance supplier invoices, entity-aware categorization, and new tests
Expand supplier invoice module with overdue cron job, credit note journal entries, and event emissions on approve/mark-paid/create flows. Add entity type (EF/AB) awareness to transaction categorization UI and category mapping logic. Add comprehensive tests for supplier-invoice-entries, transaction-entries, and expanded API route coverage. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Emil
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ecd95ccb82 | Added a create extension skill | ||
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Jakob WennbergandClaude Opus 4.6
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ba94f60d06 |
feat: add review confirmation dialogs and BAS account number tooltips
Add modal review/confirmation dialogs before submitting invoices, supplier invoices, and journal entries. Since journal entries are legally immutable once posted, users now see a full summary with an amber warning before confirming. Add AccountNumber component with rich tooltips showing account name, class, type, and plain-language Swedish explanation for ~45 key BAS accounts across all report views. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Jakob Wennberg
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a25d10a528 | Initial copy from influencer-biz |