Commit Graph
19 Commits
Author SHA1 Message Date
Jakob WennbergandClaude Opus 5 3d02a74147 refactor(ui): system hygiene sweep from the UI craft audit (#1281)
Raw palette: SalaryCalendar was the only file in the salary cluster still
on bg-red-100 / text-amber-800 style classes, with zero dark: variants, so
every absence pill rendered paper-white on a near-black page. All 30 are
now alpha-over-token on the semantic scale, which needs no dark: variant
(the approach badge.tsx already takes). Eight absence types share four
tones, so fill carries a second axis: filled vs outlined separates the
types whose Lucide icon is identical (Heart is parental, pregnancy and
care_relative; Activity is study and other_leave).

Primitives:
- select and dropdown-menu now scale from their trigger via the Radix
  transform-origin variables instead of from their own middle. Dialog stays
  centred: modals are not anchored to a trigger.
- toast used fade-out-80, the one animate-* class with no @utility in
  globals.css, so --tw-exit-opacity fell back to 1 and the toast slid away
  at full opacity. Enter and exit now also share one path per breakpoint
  (top on mobile where the viewport is a full-width bar, right on desktop
  where it is a corner card) using max-sm:/sm: rather than stacking both,
  which would have produced a diagonal.
- slide-over exited on ease-in, which delays the moment the user has
  already decided to leave; it enters on the drawer curve and now leaves
  on it too.
- progress animated transition-all where only transform changes.
- One app-wide TooltipProvider in the root layout. skipDelayDuration is
  provider-scoped, so a provider per instance meant the grace window could
  never fire and every account number in a huvudbok re-paid the full 200ms.

Also: nine hand-rolled animate-pulse placeholders in three different greys
to the Skeleton primitive, 25 CardTitle text-lg to the locked text-base,
two always-on chips to muted text (a chip on every row is not an
exception), the three extensions titles onto the display face, the help
filter chips onto pill geometry, and the dead border-border/60 on the
/import row.

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-07-29 12:33:40 +02:00
Jakob WennbergandClaude Opus 5 f5697cfc2f feat(articles): filter the article register by currency (#1229)
Non-SEK article prices became first-class in #1166, so a mixed register needs a
way to look at one currency at a time (user request, christian@odinaero.se
2026-07-25).

- ContextPicker chip far right in the toolbar (convention 8), options = the
  currencies actually present in the register, default "Alla valutor". A
  single-currency register does not render it: a control with one meaningful
  position is noise.
- The scope lives in the URL alongside sort/dir, so a filtered register survives
  opening an article and coming back, and can be linked to. A code that is not
  in the register (last EUR article deleted, hand-edited link) falls back to
  "Alla" instead of hiding every row.
- Search and scope combine, and the no-matches copy names the scope when one is
  active: otherwise "no articles match X" reads as a claim about the whole
  register when it is only true inside the current currency.
- Predicates live in lib/articles/currency-scope.ts with unit tests; blank and
  legacy-null currencies fold into SEK the way the price column already
  displays them.

New strings in both messages/sv.json and messages/en.json. npm test 11369
passed, lint 0 errors, no new tsc errors. Chip screenshotted against the design
system via a temporary sandbox route.

Closes #1189

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-07-27 14:39:13 +02:00
MattssonandClaude Fable 5 f24b26a139 fix: similar-sweep currency remediation, security hardening and v1 API fixes (#1215)
* 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>

---------

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-07-27 03:34:56 +02:00
MattssonandClaude Opus 5 d54b43f80f Bug/resend and invoices (#1192)
* fix(invoices): anchor the PDF logo to the top-left of its header cell

The logo box is always the full 240x80pt reserved area (any larger logo is
clamped to exactly that), so objectFit: 'contain' placed the image inside it
with the default 50% 50% centering. A wide banner logo fills the width and
lands on the left margin, but a near-square logo scaled down to the 80pt
height cap is only ~117pt wide and got pushed ~60pt in from the margin, which
reads as a misaligned logo and forced companies to reshape their artwork.

Anchor the image top-left so every aspect ratio starts at the margin.

Covered by a test that renders the real PDF and reads the image placement
matrix out of the content stream, for both a wide and a near-square logo.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* feat(invoices): show the real delivery outcome in the send history

"Skickad" only meant the email provider accepted the message, so a bounced
invoice looked identical to one that arrived. Resend reports the outcome
asynchronously; that report now lands on the delivery row and drives the
history: green is reserved for a confirmed delivery, bounce/blocked reads
red, delayed and spam-marked read amber, and an accepted-but-unconfirmed
send is neutral instead of falsely green.

The report arrives on a signed webhook and may only touch the three new
provider status columns of an already sent, unredacted row: the WORM trigger
proves nothing else changed, and a lower ranked or older report can never
downgrade an observed failure. The provider reason text can quote the failing
address, so it is masked on read and cleared by the daily PII redaction job.

Timestamps also formatted in Europe/Stockholm instead of falling back to the
runtime zone, which rendered a 14:05 send as 12:05 on Vercel.

Delivery reports are per message, never per recipient: Resend sends one event
for the whole message, so splitting a send per recipient would be the only way
to get finer granularity, at the cost of CC.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* feat(stripe): make the integration feed-only

Stripe sync now only imports balance transactions into the transactions
inbox, like any bank feed; nothing auto-books. The event/settlement sync
(lib/sync.ts, lib/payouts.ts) stays in the repo but is no longer wired to
any route or cron: the 15-min sync cron is removed from vercel.json.
Payment links on invoice send are unchanged; their payments arrive as
feed rows and are matched manually.

- /sync runs only syncStripeBalanceTransactions; response is { success,
  transactions }
- connecting via OAuth enables the nightly feed by default (toggle stays
  as opt-out)
- panel: needs-review section and plumbing removed, copy rewritten to
  transactions-first (sv + en), toast reports fetched/imported/linked
  and calls out an empty result instead of silent all-zeros

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

* fix(api): return the article currency from the v1 article list

The dashboard, importer, export and MCP article surfaces all learned to
carry a non-SEK article price (#1166, #1183, #1184), but the v1
projection still omitted currency. An API or agent caller therefore read
price_excl_vat with nothing marking it as EUR and would copy the number
straight onto a SEK invoice line, at a nine-to-one error.

Adds currency to the projection, the response shape and the example, plus
a pitfall stating the price is not always SEK and that this endpoint does
no FX conversion.

Additive field only; no migration (articles.currency already exists).

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* feat(settings): replace the settings modal with a routed panel sheet

Settings now renders as a sheet that fills the main panel, sliding up over the
page the user came from and back down on close, with the sidebar and frame left
visible and usable. Behind it sits one shared master-detail surface: underline
search across every section and subsection, the grouped section rail, and the
active section as a direct-editing accordion. All 11 sections are decomposed
into subsections, and the legacy *SettingsContent components compose the same
pieces so the stacked and accordion layouts cannot drift.

The sheet is the only presentation, on every entry path. The intercepting route
handles in-app navigation and closes by popping the history entry, landing back
on the page underneath. @settingsModal/default.tsx handles cold loads (refresh,
deep link, new tab), where interception never fires; nothing is mounted
underneath there, so it closes to the dashboard. Both branch on one shared
predicate, isSheetSection, together with the settings layout, which must render
nothing for those sections or the surface would stack twice behind the sheet
and run every section's fetches twice.

Closing is deliberate rather than incidental: the X, Esc, or navigating away.
The dialog is non-modal so the sidebar's account popover and company switcher
keep working with settings up, and an outside click no longer dismisses it.
Sections land fully collapsed, and the scroll position of the page behind
survives opening and closing the sheet.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* feat: enhance article management and settings UI

- Add PATCH test for toggling article active state without other fields.
- Remove unused MessageCircle icon from DashboardContent.
- Refactor AccountingFrameworkForm to use SettingsFieldRow for better help text display.
- Update CompanyInfoForm, DimensionsToggle, and various settings forms to replace description with help text.
- Remove redundant headings and intros in several settings components to streamline UI.
- Improve help text for various settings in English and Swedish translations.
- Update structured error messages for better clarity on article deletion.

* refactor(ArticleDetailPage): remove unused imports and duplicate state variable

* fix(settings): own deep-linked settings routes by route list, not nav visibility

Review fixes from the settings panel sheet work:
* isSheetSection reads the full settings route list so a hidden-but-deep-linked
  section (assistant before BankID, banking in sandbox, api without MCP) is
  claimed by the sheet instead of rendering the legacy shell around an empty panel
* keep 503 on the Resend delivery webhook when the signing secret is unset, with
  a test pinning the behaviour
* stripe callback route test coverage

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* refactor: update salary, tax, and templates settings components

- Refactored SalarySettingsContent to use a form wrapper and improved payment settings UI.
- Enhanced TaxSettingsContent with new signals for EU sales, KU obligations, and ROT/RUT deductions.
- Updated TemplatesSettingsContent to remove legacy comments and improve readability.
- Simplified navigation items by removing unnecessary constants and directly using hrefs.
- Cleaned up translation files by removing deprecated keys and adding new descriptions for clarity.

---------

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-07-25 22:56:17 +02:00
Jakob WennbergandClaude Fable 5 17dc5f12f6 fix(articles): non-SEK price support + reinstated deactivate (support: odinaero.se) (#1166)
* fix(articles): stop losing and mislabeling non-SEK article prices

Support report (odinaero.se): EUR article prices did not stick and the
register showed every price in kr. Three concrete defects, one cause:
articles.currency existed in the DB and API but the UI dropped it.

- Edit dialog omitted currency from initialData, so ArticleForm fell
  back to SEK and every save silently reset an EUR article to SEK.
- Register list and detail page formatted prices without the article's
  currency, rendering EUR amounts as "kr".
- "Spara som artikel" in the invoice editor posted the line price
  without the invoice's currency, so lines from EUR invoices became
  SEK articles.
- The xlsx/csv register export stamped the kr-suffixed currency format
  on every price; prices now use a new suffix-free decimalColumn and a
  Valuta column carries the per-article code.

Follow-ups (not in this diff): the article importer does not detect a
Valuta column yet, and the MCP create/update_article staged schemas
have no currency param (agent-created articles stay SEK).

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

* fix(articles): reinstate deactivate/activate on the article detail page

Support report (odinaero.se): no button to set an article inactive.
Commit 8a9a930f turned DELETE into a hard delete and removed the
deactivate action, but hard delete is refused for articles referenced
by invoice lines (ARTICLE_IN_USE), leaving used articles with no
retire path even though the API, the list badge and the i18n keys for
deactivation all still exist.

Adds an Inaktivera/Aktivera button next to Redigera that PATCHes the
active flag (confirm dialog on deactivate, none on reactivate) and
stays on the page so the status badge reflects the change. Reuses the
orphaned deactivate_* keys; adds the three missing activate_* keys in
both locales.

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

* fix(customers): stop resetting customer language to Swedish on every edit

Same defect class as the article currency reset in this branch: the
customer edit dialog's initialData omits language, CustomerForm
defaults it to 'sv' and submits every field, and the PATCH route
applies it. Editing any detail on an English-language customer
silently flipped their invoice PDFs and emails back to Swedish.

Found by a repo-wide sweep for hand-picked initialData edit dialogs;
customers, suppliers and articles are the only three such call sites,
and suppliers passes every form field already.

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-25 11:39:49 +02:00
Jakob WennbergandClaude Fable 5 4352862845 feat(register): concept scenes 25-31 for the seven register pages (#1131)
Kunder, Leverantorer, Artiklar, Anstallda, Anlaggningstillgangar,
Kontoplan and Kostnadsstallen & projekt all move to the house language:
serif header with quiet secondary actions + primary pill, dry-table lists
(TH/TD from components/ui/dry-table, stagger-enter, clickable rows,
responsive column hiding), muted text for normal states with chips only
for exceptions (Verifierad, Inaktiv, Arkiverad, Avyttrad), and a muted
pgnote count footer. Kontoplan gets the scene 30 treatment: BAS 2026 chip,
Mina konton/BAS-katalogen seg with counts, class band rows as folds, and
the activation toggles preserved. Dimensions swaps its tabs for the house
seg with per-dimension counts and Tagga historik as a quiet header link.
Separate mobile card lists and Card wrappers are gone; all dialogs, sort
params, export menus, gating and load-more behavior preserved.

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-23 22:24:25 +02:00
Jakob WennbergandClaude Fable 5 6b506a9ca8 feat(ui): frame-layout shell, pill buttons, 24px page titles (UI migration PR 1) (#1117)
* feat(ui): frame-layout shell, pill buttons, 24px page titles (UI migration PR 1)

The visual shell from the concept, zero behavior change:

- New --frame token pair (40 18% 96% light / 0 0% 5% dark); the dashboard
  wrapper is bg-frame and <main> becomes a rounded 12px panel with its own
  inner scroll (md-gated; mobile keeps document flow + bottom nav)
- Sidebar goes borderless/transparent on the frame
- Buttons are pills app-wide (radius 99px, default 7px/16px padding, 13px
  text, icon buttons become circles), set once in components/ui/button.tsx
- PageHeader locked at exactly 24px/32px Hedvig serif
- MainContainer resets panel scroll on route change (Next's window
  scroll-to-top never fires for an inner scroll container)
- chat layout + extension workspaces switch viewport-height formulas to
  h-full so they fill the panel instead of overflowing it by 20px
- .claude/rules/design.md rewritten with the 14 locked UI-migration
  conventions from dev_docs/ui_migration_plan.md

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

* fix(ui): clamp hand-rolled page titles to the locked 24px/32px

Transaktioner (TransactionStatusBar) and 13 other pages hand-roll their
h1 instead of using PageHeader, so they kept text-3xl/4xl after the
shell change. Clamp them all to font-display text-2xl leading-8.
Onboarding heroes and headline numbers are intentionally untouched.

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

* fix(ui): keep the frame strip above the panel on banner-less accounts

<main>'s 10px top margin was the first in-flow margin inside the shell
wrapper, so it collapsed through the wrapper and pushed the whole shell
down, showing white body background above the panel instead of the warm
frame strip (only visible on real accounts: the sandbox banner blocked
the collapse). Flex containers never collapse child margins, so the
shell wrappers become md:flex md:flex-col.

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-23 21:19:12 +02:00
Mattsson e11f70b347 Bug/gh issues fiz (#1103)
* refactor: optimize page loading and data fetching

* fix: resolve recurring production runtime errors

* feat: add MCP company and customer updates

* fix: handle year-end tax adjustments

* feat: harden annual report compliance

* fix: expand invoice logo and font support

* fix: sanitize API route error responses

* fix: sanitize user-facing error messages

* feat: persist onboarding and tax assessment notices

* fix: reduce cloud backup audit churn

* feat: refine invoice editor layout

* fix: show saved tax adjustments in INK2

* fix: complete annual report API mappings

* docs: record operational safeguards and decisions

* fix: harden annual report review findings

* fix: adjust column span for description based on VAT registration

* New css class name
2026-07-21 23:00:15 +02:00
Jakob WennbergandClaude Fable 5 97907a5a5c fix: article ordering, free-text rows, invoice back-nav, onboarding resilience (#1053) (#1056)
* fix: article number ordering, free-text rows, invoice back-nav, onboarding resilience (#1053)

Four fixes from Discord feedback in issue #1053:

- Articles now order by article number with numeric-aware comparison
  ('2' before '10', unnumbered last, name tiebreak) in the invoice
  editor's article picker and as the register's default sort, via a
  shared lib/articles/sort.ts. Name order put article "1" last.

- Invoice rows with no amounts (quantity 0, unit price 0) render as
  pure text rows on the PDF, the invoice detail page, and the review
  step via shared isTextLikeLine(), instead of printing
  "0 / 0,00 SEK / 0,00 SEK". Display-only; booking untouched.

- The invoice editor navigates with router.replace after saving, so
  the detail page's back arrow returns to the list instead of
  reopening a fresh editor from history.

- A transient query failure no longer reads as "no companies" /
  "onboarding not done": getActiveCompanyId throws
  CompanyContextError('resolution_failed') instead of returning null,
  the Edge middleware fails open on a degraded resolution (no
  onboarding redirect, no cookie clearing, no locale overwrite), and
  the dashboard page only redirects to /onboarding on a positively
  read incomplete/missing settings row. This is the likely cause of
  the completed onboarding wizard reappearing.

Fixes #1053

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

* docs: CLAUDE.md tenancy line matches actual resolution order (prefs-first, cookie not read)

The middleware stopped reading the gnubok-company-id cookie when
user_preferences became authoritative (RLS parity); the stale doc line
still described cookie-first order and misled review tooling.

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-17 14:45:43 +02:00
MattssonandClaude Fable 5 0e9cca2750 Add/customer mcp (#1055)
* feat(mcp): kontoplan account tools + verifikat notes exposure

Two gaps reported by an MCP-driven user: no account management in the
API, and verifikat notes invisible to agents (they exist in the product
but MCP could neither read nor write them).

- add staged gnubok_create_account / gnubok_update_account (BAS 2026
  prefill for catalog numbers; rename/VAT-default/SRU/activate via
  update; both LOW risk reference data)
- add staged gnubok_set_voucher_note (notes-only annotation, legal on
  posted entries per the 20260608120000 trigger carve-out) and return
  entry_notes from gnubok_query_journal
- new pending_operations types create_account / update_account /
  set_voucher_note (CHECK migration + validate companion, applied to
  staging)
- tools/list payload ceiling 54K -> 56K (documented; wire contract,
  descriptions trimmed first)

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

* fix(skatteverket): unstick BankID connect flow and stale connection views

- respond to the OAuth callback immediately and run the post-connect
  refresh after the response (next/server after()): users no longer
  stare at Skatteverket's consumed consent page for up to 40s
- open the consent flow in a full tab instead of a 600x750 popup that
  hid the approve button below the fold
- disable connect buttons while the OAuth tab is open (parallel flows
  overwrote oauth_state + the PKCE verifier) and recover via a
  closed-tab watcher plus a delayed status refetch
- persist MISSING_SCOPE token health from the post-connect sync and
  show an actionable "approve all permissions" notice
- refetch connection state on tab visibility (settings connect panel,
  enable-banking panel, /skattekonto) so a connect completed in another
  tab or after a mobile app-switch shows up without a manual reload;
  fix /skattekonto never clearing its not-connected state

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

* feat(article-form): add article number field with validation to ArticleForm

* feat(account): enforce account type consistency with BAS class and add validation

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-17 14:13:53 +02:00
Mattsson 072aedeaf9 Fix/supp ag fb (#1023)
* fix: prevent credit notes from entering payment flow

* fix: persist and display customer personal numbers

* feat: configure automatic invoice reminder days

* fix: issue credit notes through send flow

* chore: add repository agent guidance

* feat(mcp): route tools across user companies

* fix(articles): delete unused register entries

* feat(invoices): improve issued invoice actions

* feat(supplier-invoices): retain uploaded source documents

* docs: record implementation decisions

* feat: enhance customer personal number handling and validation

- Updated CustomerForm to allow personal numbers in the format of "********-1234" for individual customers.
- Added validation to ensure personal numbers are only accepted for individual customers in CreateCustomerSchema.
- Implemented masking and encryption for personal numbers to enhance data protection.
- Introduced new utility functions for masking and encrypting personal numbers.
- Added database migration to enforce unique constraints on credit note relationships and prevent duplicate entries.
- Enhanced error handling and logging for credit note issuance and invoice processing.
- Updated tests to cover new credit note creation guards and personal number handling.

* test: enhance list companies test with supabase query mocks
2026-07-15 15:53:15 +02:00
Jakob WennbergandClaude Opus 4.7 573feea890 perf: cross-system snappiness batch (middleware, loading states, bundle) (#909)
* perf: cross-system snappiness batch (middleware, loading states, bundle)

Middleware: resolve the active company at most once per request and run
the user_preferences + first-membership queries in parallel, cutting 1-2
sequential DB round trips from every authenticated page load.

Loading states: add loading.tsx skeletons for the six highest-traffic
dashboard routes, render the real salary page header during load instead
of a full-page skeleton, replace the blank fallback={null} Suspense
flashes on customers/articles, and reshape the settings skeleton to
match the actual form layout.

Bundle: defer recharts chart components via next/dynamic on the KPI page
and report views, replace the import page's framer-motion marching-ants
border with a CSS keyframe, and enable optimizePackageImports for
recharts/date-fns/framer-motion.

Transactions: extract the potential-match lookups into a shared parallel
helper; a single-query PostgREST embed is blocked until the
potential_supplier_invoice_id FK exists in prod (see DECISIONS.md).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* fix(transactions): log potential-match query failures instead of dropping them

A DB error in the invoice/supplier-invoice hint lookups previously
surfaced as "no potential match"; log it so failures are diagnosable.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.7 <noreply@anthropic.com>
2026-07-06 16:16:33 +02:00
Jakob WennbergandClaude Sonnet 5 ec27228a8e style: remove em/en dashes repo-wide, add CLAUDE.md rule against them (#890)
Em dashes (—) and en dashes (–) had spread across comments, docs, tests,
and a few UI strings, reading as AI-generated boilerplate rather than
house style. Replaced each with punctuation matching its context: colon
for explanatory clauses, comma for asides, plain hyphen for numeric/legal
ranges (e.g. "21-23§"), "to"/"till" for date ranges, parentheses for
paired-dash asides. messages/en.json and messages/sv.json were fixed by
hand together to keep sv/en in sync.

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

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

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

Co-authored-by: Claude Sonnet 5 <noreply@anthropic.com>
2026-07-04 15:58:06 +02:00
Jakob WennbergandClaude 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>
2026-07-01 14:29:23 +02:00
Jakob WennbergandClaude Opus 4.8 d63d2aecf0 feat: UI slop cleanup, invoice icon/header polish + year-end in Rapporter, journal-list DataList refactor (#847)
UI cleanup: removed AI-slop (redundant suppliers subtitle, decorative Sparkles glyph), decluttered the article-detail header (single status badge + muted type · #number), standardized the invoice icon Receipt→ReceiptText (no $ in a SEK app), and matched ReportExportMenu trigger size to the primary CTA on list pages.

Bookkeeping: surfaced year-end closing in Rapporter (catalog descriptor) and dropped the redundant header button; refactored JournalEntryList to DataList primitives + chunked /api/documents/counts in 50-ID batches (large pages previously 400'd); added optional fraction-digit overrides to formatCurrency. The fiscal-year lock indicator is preserved as a labeled Låst/Stängt badge in FiscalYearSelector.

All PR-bot findings triaged as false positives (unused import, formatCurrency öre, lock indicator) or intentional design (year-end placement, empty-state messaging). CI green.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-30 20:42:56 +02:00
Jakob WennbergandClaude Opus 4.8 b800dcd403 style(ui): system-wide UX/UI polish pass — design-system conformance + copy cleanup (#835)
* style(ui): system-wide UX/UI polish pass — design-system conformance + copy cleanup

Multi-agent scan of all 404 UI files against the locked design system, then
141 verified surgical fixes across 109 files (net -32 lines):

- Remove forbidden elevation/motion: shadow-* and rounded-xl on cards, active:scale
  bounce, hover:shadow on list items, transition-all -> transition-colors.
- Drop font-medium from single-weight Hedvig display headings/numerals.
- Replace raw rainbow Tailwind status colors with Badge variants / brand tokens /
  neutral surfaces (achromatic chrome, semantic colors stay data-only).
- Route raw dates through formatDate(), hand-rolled currency through formatCurrency(),
  add tabular-nums to financial figures; text-gray-* -> text-foreground tokens.
- Swap hand-rolled skeletons for the Skeleton primitive; off-scale spacing -> token scale.
- Fix copy: mislabeled "Leverantörsfakturor" -> "Utgifter" on bank-import outflow total,
  collapse no-op identical-branch ternaries, broken Swedish diacritics (mojibake),
  correct mismatch-password toast, correct supplier currency-field label.
- Remove PII-leaking debug console.log on register, stray console.logs.

Verified: tsc clean on all changed files, eslint clean, production build passes.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(auth): sanitize residual error logs in register flow

Follow-up to PR review (compliance swarm V16 / GDPR Art.5(1)(f)): the
remaining console.error calls in the register flow passed raw error
objects, which Supabase may populate with PII (email) in nested fields.
Log only sanitized message strings instead.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-30 13:14:13 +02:00
Jakob WennbergandClaude Opus 4.8 2d6ddeafc5 feat(import/export): article import + register export (xlsx/csv) (#750)
* feat(import/export): article import + register export (xlsx/csv)

Add CSV/Excel import for the article register (artiklar), mirroring the
existing customer/supplier import pipeline, plus Excel + CSV export for
articles, customers and suppliers.

Import (lib/import/articles + app/api/import/articles):
- Column auto-detection tuned to Fortnox/Visma/Bokio export headers,
  Swedish-decimal price parsing, VAT snapped to {0,6,12,25}, type/unit
  normalization.
- Dedup by article number then name; 23505 soft-skip; auto-number
  backfill; revenue-account override kept only when active, otherwise
  dropped with a warning (never mutates the chart of accounts).
- New "Artiklar" flow in the /import hub.

Export (app/api/export/* + lib/export/register-export):
- Read-only xlsx (default) / csv (?format=csv, UTF-8 BOM) downloads.
- Headers chosen so files round-trip back through the importer.
- "Exportera" menu added to the articles, customers and suppliers pages.

Refs #746. Direct Fortnox/Visma API article fetch tracked in #749.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(import/export): address PR review — lint ratchet + export hardening

- xlsx-export: keep `SheetSpec<any>` on the eslint-disabled line (fixes the
  core-only lint ratchet regression: no-explicit-any 16 -> 15) and define
  UTF8_BOM as an explicit `` escape instead of a raw BOM character.
- export routes (articles/customers/suppliers): move the data queries inside
  the try/catch, add `Cache-Control: no-store`, and emit a `register exported`
  audit log line (entity, format, rowCount).
- articles parse route: validate `column_overrides` against a Zod schema before
  trusting it to drive the parser.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(import): drop öre-round pattern on article column-detector confidence

The confidence score is a 0-1 heuristic, not money, and is only compared
against the 0.8 skip-mapping threshold. Removing the Math.round(x*100)/100
form clears the core-only antipattern ratchet (naive-ore-round 660 -> 659).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(import): flag adjusted VAT rows in the article import edit step

Surface VAT snapping/defaulting per row, not just as a file-level warning:
the parser sets `vat_rate_adjusted`, the edit step highlights those rows'
VAT selector and shows a count banner, and confirming a rate clears the flag.
Addresses the Swedish-compliance review note that silent snapping could
otherwise store a wrong VAT rate at scale.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-17 14:38:44 +02:00
MattssonandClaude Fable 5 f9ea9c0082 Add/pdf and templates (#705)
* fix(invoices): apply configured voucher series to payments + preview next voucher

The booking engine resolves the series from
default_voucher_series_per_source_type, but the global "Standardserie"
dropdown wrote a separate field the engine ignored, and cash-method invoice
payments (invoice_cash_payment) weren't exposed in settings — so configured
series were silently dropped to "A".

- Expose cash/private payment source types in the per-source-type form
- Write the global default through to the map on save, keeping overrides
- Resolve voucher-sequences/next by source_type (+date) to match the engine
- Show the upcoming voucher (V2) in the payment dialog title
- Share resolveInvoicePaymentSourceType so preview and booking can't drift

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(salary): keep AGI panel in sync with Skatteverket signing state

The AGI panel mixed run-scoped generation state (agi_generated_at,
agi_declarations) with period-scoped submission state (extension_data
agi_submission_{period}), so the two could drift and present
contradictory UI. Reconcile them:

- Auto-detect a Mina Sidor BankID signature: while awaiting_signing,
  poll /agi/kvittenser on mount and on tab refocus so the panel flips
  to "signed" (hiding the signing actions) without a manual
  "Hamta kvittens" click.
- Warn instead of offering to sign when the locked granskningsunderlag
  predates the run's latest AGI generation (draftIsStale) — avoids
  filing superseded figures.
- Self-heal a stale "AGI-XML saknas" error once the run's AGI is
  (re)generated out-of-band (MCP/API/other tab).
- Refetch the salary run on tab focus so agi_generated_at reflects
  out-of-band generation without a hard reload.
- /agi/lasUpp now clears the cached agi_submission_{period} record, so
  unlocking drops the panel back to the pre-submission state instead of
  stranding it on a released "redo att signeras" draft.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat: Implement VAT registration handling and invoice item line types

- Added VAT registration check in commitCreateInvoice to set VAT rate to 0% for non-VAT registered companies.
- Updated invoice creation logic to reflect 'exempt' VAT treatment and adjusted related fields accordingly.
- Introduced support for free-text and blank spacer rows in invoice items by adding a new line_type field.
- Enhanced invoice and credit note handling to accommodate new line types.
- Added new localized messages for text rows in English and Swedish.
- Created tests for salary run approval logic, ensuring bank details are validated correctly.
- Implemented effective net payout calculation for salary runs, considering tax overrides.
- Added SQL migrations to support new invoice item line types and accounting method awareness for linking invoices to vouchers.

* feat(articles): artikelregister with revenue account + VAT rate per article

Article register (non-inventory) with per-article VAT rate and optional
BAS class-3 revenue-account override. Includes API routes, UI pages,
MCP tools, pending-operation staging, and the activate-or-create
account flow (ACCOUNTS_NOT_IN_CHART -> ActivateAccountsDialog,
unknown numbers -> AddAccountDialog) reusing the journal entry UX.

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

* feat(bookkeeping): no-doc-required batch + bulk-missing endpoints

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

* feat(payments): supplier payment lines + cash-method invoice matching

Shared payment-line proposal for supplier invoices, improved
match-invoice/match-supplier-invoice flows (kontantmetoden-aware),
and voucher-link support without requiring a 151x clearing entry.

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

* feat(bookkeeping): new journal entry dialog, SIE import tweaks, misc

New journal entry dialog component, journal list/page updates,
invoice editor updates, SIE import adjustments, transaction ingest
and api-key tweaks, pr-agent workflow update.

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

* feat(invoices): implement tax reduction features and localization updates

* feat(tests): add VAT registration gate to pending operations commit tests

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-10 13:52:24 +02:00
Jakob WennbergandClaude Opus 4.8 c0b006fcc1 feat(invoicing): artikelregister (product/article catalog) with per-article revenue account (#703)
* feat(invoicing): artikelregister (product/article catalog) with per-article revenue account

Add a lean, non-inventory article catalog (artikelregister) so users can define
reusable invoice-line presets (name, unit, price excl VAT, VAT rate) with an
optional per-article BAS class-3 revenue-account override.

- DB: articles table (RLS via user_company_ids(), audit + updated_at triggers,
  unique-per-company article_number), generate_article_number RPC (atomic +
  idempotent), company_settings counter, nullable invoice_items.revenue_account
  + article_id, pending_operations CHECK expansion.
- Engine: generatePerRateLines groups revenue by (vat_rate, account) —
  byte-identical with no override, balance-safe when split (last account absorbs
  the rounding remainder), reverse_charge/export still force 3308/3305.
- API: /api/articles CRUD (soft-deactivate); override validated against
  chart_of_accounts (active class-3) and frozen onto invoice lines at create.
- Propagation: override carried through send/mark-sent/credit/convert/cash and
  the staged commit paths (recurring deferred — documented inline).
- MCP: gnubok_list/create/update_article (staged, scoped, risk-tiered).
- UI: articles register (list/detail/form) + nav + bilingual i18n + invoice-line
  article picker & "Spara som artikel" quick-create.
- Tests: engine regression, route, and pg-real (RPC/RLS/triggers).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(mcp): strip ILIKE _ wildcard from gnubok_list_articles search

Underscore is a single-character ILIKE wildcard; stripping it (alongside the
existing %,()\* set) keeps a stray char in the article search from matching
every row. Read-only + RLS-scoped, so no security impact — addresses PR #703
reviewer + compliance-swarm CC6.3 notes.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-09 21:05:37 +02:00