Commit Graph
9 Commits
Author SHA1 Message Date
MattssonandClaude Fable 5 63fd5311ed Bug/tic unlink (#1153)
* fix(tic): allow BankID link/unlink without a company context

/bankid/link and /bankid/unlink are user-level actions, but the extension
dispatcher resolved an active company for them, so a zero-company user
(fresh BankID signup, pre-onboarding) got a 500 'No company context' when
managing the connection from /settings/account. Mark both routes
skipCompanyContext and resolve the caller in-handler via requireAuth(),
which preserves the dispatcher's MFA/AAL2 enforcement.

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

* fix(tic): return 409 account_exists instead of 500 on BankID signup with taken email

The signup guard pre-checked profiles.email, but the authoritative store
is auth.users: anonymized account tombstones (and any profile drift) hold
the email in auth.users while profiles.email is NULL. The guard missed,
createUser failed with email_exists (422), and the route surfaced a
dead-end 500 'Kunde inte skapa kontot. Forsok igen.' where retrying can
never succeed.

Drop the profiles pre-check and let createUser's own uniqueness check be
the guard: map email_exists to the existing 409 account_exists response
(Swedish message), which the register page already handles with a toast
and a redirect to login. Also removes the TOCTOU window between the old
pre-check and createUser.

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

* fix(account): actually scrub auth.users metadata on account deletion

The delete route passed user_metadata: {} / app_metadata: {} to
auth.admin.updateUserById assuming replace semantics, but GoTrue MERGES
metadata maps, so the wipe was a silent no-op: the ~100-year tombstone
kept the user's full name in raw_user_meta_data (verified on production
2026-07-24).

Move the scrub into anonymize_user_account (migration 20260724150000):
raw_user_meta_data is cleared entirely, raw_app_meta_data drops the
app-specific keys (bankid_linked, has_password) while GoTrue's
provider/providers stay, and auth.users.email is still retained as the
documented legitimate-interest tombstone. The migration also repairs
existing tombstones (guarded by profiles.anonymized_at). The route keeps
only the ban, which the DB function cannot set.

Migration content already applied to staging; pg-real test extended.

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

* docs: log BankID signup guard decision

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

* fix(account): address PR review findings on anonymize scrub

- anonymize_user_account now rejects repeat invocations against an
  already-anonymized tombstone (SQLSTATE P0002) instead of re-churning
  the scrubbed row
- note that the tombstone repair UPDATE runs atomically inside the
  migration transaction
- tic signup failure log hashes the email (sha256 prefix, matching the
  pnrHashPrefix pattern) instead of logging the raw address
- pg-real test for the double-invocation guard

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

* fix(anonymization): ensure raw_app_meta_data is not null before scrubbing keys

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-24 16:36:35 +02:00
MattssonandClaude Opus 4.8 2c2743eb79 Check/salary bankid api (#892)
* fix(bankid): harden login/signup flow — polling, signup rollback, metadata merge, enrichment lookup

- middleware: read BankID enrichment from the bankid_enrichment table (the
  extension_data path has been dead since the multi-tenant refactor), so
  company-less BankID users land on /select-company instead of the manual wizard
- BankIdAuth: hard 6-min poll deadline; every failed poll counts toward the
  give-up limit; guard overlapping ticks so completion runs exactly once
  (a double /complete regenerated the magic link and invalidated the first,
  failing logins intermittently); retry clicks wait out the start cooldown
  instead of silently no-oping; Swedish messages for 429/unknown start errors
- bankid/complete: all-or-nothing signup — delete the created user when the
  identity insert, app_metadata update, or magic-link generation fails, so a
  retry starts clean instead of hitting account_exists with an unusable account
- bankid/unlink: read-merge-write app_metadata so has_password survives unlink
  (BankID-only users could otherwise strand themselves with no login method)
- login: BankID "create account" CTA now links to /register instead of
  dismissing the notice; sv.json: fix missing å/ä/ö in settings_bankid strings

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

* docs: move secondary guides into docs/, delete dead root files

Move DOCKER.md, SELF-HOSTING.md, WHITELABEL.md and extensions.md
(renamed EXTENSIONS.md) into a new docs/ folder and update all path
references (README, setup.sh, .dockerignore image rules, docker-publish
workflow comment, _example-branding, lib/branding/service.ts).

Delete two dead root files: customer.json (stray API-test payload) and
findings.md (point-in-time swarm audit export, criticals already filed).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Signed-off-by: Emil <emilmattsson14@gmail.com>

* fix(api): security & correctness hardening + withRouteContext MFA migration across API routes

Audit of ~100 app/api routes. Highlights:

Security
- agent/conversations: list leaked colleagues' titles + message previews
  (company-scoped RLS, no user filter) -> user-scoped
- calendar/feed PUT: raw body into .update() allowed feed_token fixation on a
  public unauthenticated URL -> strict schema, content toggles only
- bokslutsdispositioner: unbounded schablonintaktRate could inflate the
  IL 30 kap 25% periodiseringsfond cap base -> bounded
- agent profile/composer/onboarding: viewers could rewrite the agent profile
  while sibling /verify blocked them -> role-gated

Correctness
- account-totals / listAssets: unbounded queries silently truncated at 1000
  rows (under-counted money; skipped assets at year-end depreciation) ->
  fetchAllRows with stable order (+3 more pagination fixes)
- voucher-gaps: swallowed detect_voucher_gaps RPC errors (BFNAR gap view could
  show "no gaps" when the check never ran) -> surfaced
- 5 phantom-success writes (OK on zero matched rows) fixed
- assets K3 component-sum validated against stale acquisition_cost -> fixed
- invite silent email-send failure -> response carries email_sent;
  deadlines/calendar cast-then-check JSON crashes -> Zod

Convention
- ~44 legacy routes converted to withRouteContext (MFA); added Zod validation,
  corrected status codes, console.* -> lib/logger

Response shapes preserved for existing callers. ~110 new tests.

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

* feat(bookkeeping): save a booking as a reusable template from Bokför direkt

Add a "Spara som mall" action to the manual booking dialog so users can
capture a kontering they just worked out as a booking template — right
where they figured out how something should be booked.

- derive amount-parameterised template lines from the concrete booking
  (settlement = the non-VAT leg nearest the total, 26xx = a VAT line with
  its rate snapped to the nearest standard rate, the rest = business
  ratios; line labels come from the loaded BAS chart)
- extract the shared TemplateForm out of BookingTemplatesPanel so the
  booking dialog reuses the same editor, live preview and convertibility
  hints instead of duplicating them
- save via the existing POST /api/settings/booking-templates endpoint

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

* fix(bokslut): render arsredovisning RR/BR at ÅRL post level — no kontonummer

Bolagsverket rejected a user's filed årsredovisning with "Balansräkning
och resultaträkning ska inte innehålla kontonummer": the PDF built every
statement row as per-account "1930 Företagskonto" lines while the iXBRL
filing path already aggregated to statutory posts, so the two artifacts
diverged.

The PDF statements now derive from the same K2 risbs mapping the iXBRL
document uses (mapTrialBalancesToK2), via a new statement-rows.ts that
emits post-level rows in uppställningsform order for both the K2 and K3
templates. Also fixed along the way:

- Jämförelseår column (ÅRL 3:5 §) — previous-year trial balances now load
  and render; the old PDF had no comparatives at all.
- mapping.warnings (unmapped accounts, RR ≠ 2099, obalans, reclass
  nudges) flow into ArsredovisningData.warnings so the wizard flags a
  non-fileable document before download.
- Flerårsöversikt current/previous year overridden with the mapper's
  strict-3000–3799 Nettoomsattning, mirroring build-input's
  duplicate-fact rule, so the FB table ties to the RR.
- FB eget kapital-table is post-level and drops obeskattade reserver
  (never eget kapital); K3 equity-changes statement uses real prior-year
  opening balances with derived utdelning/nyemission residuals that tie
  the roll-forward exactly to booked UB.
- build-input dedupes warnings now that the PDF path runs the same
  mapping.

Regression test asserts no RR/BR label ever contains a four-digit
account number again.

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

* fix(reports): diagnose untransferred prior-year results behind balance-sheet differens

Prod incident (97 kr): a multi-year SIE migration lacked one year's
omforing av arets resultat; the residual corrupted every later derived
opening balance and Balansrakningen showed a bare "Differens: 97 kr"
with no explanation. Continuity checking cannot catch this failure mode
(prior-year UB and derived IB match per-account by construction) - the
invariant that actually breaks is per-year P&L = 0 for all non-latest
years.

- lib/reports/imbalance-diagnosis.ts: shared detector
  (findUntransferredResults + buildImbalanceDiagnosis)
- Balansrakning/Balansrapport attach imbalance_diagnosis when unbalanced,
  naming the exact culprit years; rendered in web views + PDF; MCP
  gnubok_get_balance_sheet inherits the field via spread
- SIE import: parse-time warning when a completed year's vouchers leave
  a P&L residual, plus a post-import DB walk surfacing culprits as
  warnings and structured details.untransferredResults; the Arcim
  migration workspace previously dropped result.warnings entirely and
  now renders them
- opening-balance/correct: pre-flight the company lock date and return
  409 OB_COMPANY_LOCK_DATE (retryable: false, lock date interpolated in
  the client message) instead of the retryable 500 that invited blind
  retries; catch-path maps a raced trigger rejection to the same code

Diagnosis runs only on unbalanced paths (zero cost when healthy) and
never fails the report or the import. No migration, nothing persisted.

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

* fix: production error remediation — FX rates, deadlines, log levels, correction relink

Batch of fixes for recurring Vercel runtime errors:

- Riksbanken FX rates: persistent read-through cache (exchange_rates
  table), one retry honoring Retry-After on 429/5xx, bounded ingest
  concurrency, and an honest fallback — most recent cached observation
  or null, never a hardcoded rate silently booked into amount_sek.
  Unrated transactions stay repairable via refresh-exchange-rate.
- Tax deadline regeneration inserts replacement rows before deleting
  the superseded set, so a failed insert no longer wipes a company's
  deadlines (the 23502 user_id regression did exactly that). Migration
  makes deadlines.user_id nullable for system-generated rows.
- Route wrappers + errorResponse log 4xx outcomes at warn so only
  genuine 5xx reach Vercel's runtime-error clustering; client-supplied
  /api/log telemetry demoted to warn as well.
- application/json documents (raw PSD2 responses archived per BFL)
  validate as parseable JSON with object/array root instead of always
  failing the magic-byte check.
- correctEntry surfaces document-relink failures to callers, and the
  BFL document-immutability trigger now allows relinking underlag from
  a reversed entry to its correction (migration + pg test).
- Middleware clears stale session cookies on /api requests too, using
  scope 'local' so cleanup doesn't re-trigger the failed token refresh.

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

* fix(skatteverket): persist token health and stop retrying dead consents

Terminal auth errors (SESSION_EXPIRED, REFRESH_EXHAUSTED, MISSING_SCOPE,
TOKEN_CORRUPTED) mark the token row needs_reconsent with the error code
and timestamp — SKV per-flow refresh tokens live 65 minutes, so once
expired nothing recovers without a fresh BankID consent. The AGI
kvittens and skattekonto sync crons skip flagged connections instead of
failing every night, and the settings panel prompts for re-consent
proactively. A successful reconnect resets the row to active.

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

* fix(banking): allocate distinct BAS ledger slots for PSD2 mirror accounts

A bank returning N same-currency accounts used to map them all onto the
currency default (1930/1932/1933/1934), tripping the UNIQUE
(company_id, ledger_account) constraint per-account — swallowed errors
left accounts silently unmirrored. allocatePsd2LedgerAccount now hands
out the currency default first, then free 1931–1959 sub-account slots,
skipping slots held by any existing row.

- Callback persists allocations to accounts_data so the picker pre-fills
  reality; reconnect reuses previously mirrored ledgers instead of
  re-deriving (a user remap to 1935 survives).
- Selection save resolves effective ledgers up front and rejects
  duplicates or cross-connection conflicts with a 400 instead of
  silently skipping the mirror.
- Bank error codes + psu_type are forwarded to the settings page for
  every OAuth error, keying the Handelsbanken corporate fullmakt
  guidance.

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

* fix(agent): stage exact journal lines on categorization previews

Categorization previews only carried debit/credit accounts, the GROSS
amount, and separate VAT rows — read together that looks like an
unbalanced 'gross on cost account + VAT debit' entry, and it misled
both users and agents into rejecting correct proposals. The MCP
preview and the pending-operation PATCH now materialize the exact
lines the commit executor will post (net cost line, VAT line, gross
bank line, SEK) via buildTransactionEntryLines, and PATCH re-derives
them from the new mapping instead of spreading stale staged lines.
ApprovalCard and /pending render the verifikat lines, falling back to
the legacy summary only for operations staged before this fix.

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

* feat(bookkeeping): prune unused imported accounts from the chart

SIE imports routinely bring in hundreds of accounts that were never
used and clutter the kontoplan. New account_usage_counts RPC (one
grouped query instead of a count per account) backs GET
/api/bookkeeping/accounts/usage, and POST /api/bookkeeping/accounts/prune
deletes zero-usage accounts — dry-run first, then an explicit account
list capped at 2000. Accounts with journal lines are skipped, never
deleted. The chart manager shows a usage column and a prune dialog
grouping custom accounts vs unused BAS-seeded ones.

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

* feat(api): carry dimensions through v1 invoice and supplier-invoice surfaces

Credit-note creation now copies default_dimensions and per-line
dimensions from the original, so the reversing journal entry nets
against the same dimension cells instead of dropping them. List/detail
responses expose the dimension fields, and the OpenAPI spec snapshot
follows.

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

* perf: batch serial Supabase round-trips on hot dashboard paths

Every dashboard render pays the layout's query chain, so serialized
awaits are direct wall-clock: the layout, chat conversation, invoice
detail, supplier detail, select-company, and agent-onboarding pages now
run their independent lookups in parallel batches, and
getCompanyCapabilities folds its disabled-config read into the same
round-trip. JournalEntryList hydrates the saved fiscal-year scope
optimistically instead of serializing the first entries fetch behind
the fiscal-periods request. The supplier detail page filters invoices
server-side via a new supplier_id query param instead of fetching the
whole company ledger, and the invoice editor (with its framer-motion
dependency) lazy-loads so it stops shipping with the invoice list
bundle.

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

* feat(salary): one-click runs, payslip delivery, payments settings, run cockpit

Salary P1 batch, driving the 20-click flow toward 3 clicks:

- One-click 'Starta lönekörning': POST /api/salary/runs accepts an
  empty body and resolves defaults server-side — period follows the
  latest non-corrected run, payment date from the new
  salary_pay_day setting, series from the per-source-type map. The
  separate /salary/runs/new page is gone.
- Run detail page rebuilt as a step-railed cockpit (progress rail,
  KPI cards, employee ledger, journal preview) on a deliberately
  wider canvas; components extracted to components/salary/run/.
- Payslip delivery: tokenized public payslip pages (/payslip/[token],
  backed by salary_payslip_links) plus per-employee email send with
  PDF — employees need no account, and the middleware exempts the
  route from auth redirects.
- Payments settings: salary pay day, default bank, and pain.001 vs
  Bankgirot Lön format with per-bank upload instructions and an LB
  sunset warning (banks retire LB during 2026).
- AGI panel: full submission status flows (stale drafts, signing
  links, kvittens polling, error reports); tax payment panel with
  skattekonto shortcut and mark-as-paid.
- Salary calendar bulk editing, employee benefits/tax-card polish,
  municipality tax-table lookup improvements.

messages/sv+en also carry the strings for the account-prune,
skatteverket-reconsent, and banking surfaces committed just before
this.

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

* chore: adopt Next 16 proxy.ts convention + repo housekeeping

- Rename middleware.ts to proxy.ts with the proxy() export (Next 16
  renamed the middleware convention; behavior unchanged).
- Exclude dev_docs/ from tsconfig so stray snippets in planning docs
  don't break the build type-check.
- Ratchet antipatterns-baseline down (raw-route-auth 165 → 119) to
  lock in the withRouteContext migration from 5cfd2b76.
- template-library uses roundOre() instead of inline rounding.
- database.md: drop account_balances from the key-tables list.

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

* fix(bookkeeping): robust service-role detection in correction document relink

relink_documents_to_correction() keyed its service-role branch on auth.role(),
which reads the singular request.jwt.claim.role GUC that PostgREST v10+ and the
pg-real harness no longer populate. Genuine service-role callers (pending-ops
executor / MCP approve) landed in the auth gate and could not relink underlag.
Read the role from the request.jwt.claims JSON directly, mirroring the canonical
link_voucher_rpcs_tenant_guard convention. Validated on staging.

Also: harden the salary run page's error paths (res.json().catch) against
non-JSON error bodies, and roll back the pg-real service-role case in finally so
an aborted transaction cannot poison a pooled connection for the next test.

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

* fix(documents): restore journal_entry_line_id link durability (BFL 7 kap)

Migration 20260704103000 rewrote enforce_document_journal_entry_immutability to
guard journal_entry_id but left journal_entry_line_id to the metadata trigger,
which exempts draft-linked docs -- and the entry-level trigger only fired on
UPDATE OF journal_entry_id, so a line-id-only UPDATE never invoked it at all.
That let a set journal_entry_line_id be cleared to NULL, breaking the "link
durable from first set" invariant (document-immutability.pg regression).

Widen the trigger to fire on journal_entry_line_id too and guard it with the
same uuid-durability rule as journal_entry_id (setting NULL -> uuid stays
allowed; clearing/re-pointing a set value is blocked, status-independent). The
correction-relink GUC path, which legitimately clears line_id when moving
underlag to the posted correction, stays exempt. Validated on staging.

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

---------

Signed-off-by: Emil <emilmattsson14@gmail.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-05 03:05:09 +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 4.7 cc351158f8 Invoicing & account-security polish bundle (#550)
* feat: invoicing & account-security polish bundle

Five independent improvements bundled to ship together:

- BankID/password lockout fix: BankID-only users could enroll MFA and
  brick themselves (Supabase requires AAL2 to change password or unenroll
  MFA, and AAL2 needs a password sign-in). New app_metadata.has_password
  flag tracks this; middleware gates /mfa/enroll behind it, /account/set-
  password is the unlock path, SecuritySettings shows a banner, and
  /api/account/password is the single write path that flips the flag.
  Backfill script for existing users.

- Swish invoice payment method: company_settings.swish + invoice_show_swish
  columns, validation in lib/api/schemas.ts (accepts 123XXXXXXX företag or
  07XXXXXXXX mobile, strips whitespace/hyphens), rendered on invoice PDFs.

- Send-reminders kill switch: per-company company_settings.send_invoice_
  reminders toggle in PdfPrintSettings/Automatisering. Reminder processor
  also tightened: positive status allowlist (sent + overdue) so terminal
  statuses can never match; skip when customer already responded via
  reminder link; race-window re-check before send.

- First-invoice logo prompt: one-shot dialog when creating the first
  invoice without a logo (issue #520). Self-limits via head-only count.

- SIE export opening-balance fallback: route IB through getOpeningBalances
  so the compute_prior_opening_balances RPC supplies #IB after multi-year
  imports where opening_balance_entry_id is intentionally NULL. Previously
  #IB silently went to zero and #UB collapsed to current-period movements.

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

* fix(account-polish): address PR review feedback

- BankID-link path (extensions/general/tic/index.ts): read-merge-write
  app_metadata instead of passing { bankid_linked: true } alone.
  updateUserById REPLACES app_metadata wholesale, so the previous code
  would have wiped has_password for any user who later linked BankID,
  causing the set-password banner to (incorrectly) reappear and blocking
  the standard MFA enrollment button. The comment is now corrected.

- Middleware (lib/supabase/middleware.ts): thread inner returnTo through
  the /mfa/enroll → /account/set-password redirect so the user lands on
  their original destination after the full chain completes, not on /.

- safeReturnTo helper (lib/auth/safe-return-to.ts): replace the
  starts-with-/-but-not-// guard on mfa/enroll and set-password pages.
  The previous guard let /\evil.com and /@evil.com through. The new
  helper parses against a synthetic base origin and verifies it matches.

- set-password page (app/(auth)/account/set-password/page.tsx): remove
  CLAUDE.md design system violations — bg-gradient-to-b on page bg,
  inline shadow-md style on the card, space-y-5, font-medium on the h1,
  rounded-xl on the card. Flat surface, hairline border, font-display
  h1 per the design tokens.

- Swish dedup (lib/payments/swish.ts): extract normaliseSwish() and
  isValidSwish() helpers and use them in lib/api/schemas.ts,
  components/settings/BankDetailsForm.tsx, and the invoicing settings
  page. Single source of truth for the regex.

- Password route (app/api/account/password/route.ts): emit a structured
  success log so the audit pipeline can detect password-set events, not
  just failures.

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

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 16:44:09 +02:00
Jakob WennbergandClaude Opus 4.7 4131db2894 chore: MCP intent-tools, BankID enrichment table, multi-tenant fixes (#402)
* chore: MCP intent-tools, BankID enrichment table, multi-tenant fixes

MCP server gains six intent-shaped tools that collapse multi-call
agent flows into one: vat_close_check, query_journal, auto_match_period,
create_supplier_invoice_from_inbox, audit_package, year_end_readiness.
Tools wired into TOOL_SCOPE_MAP and OPERATION_RISK_TIERS as appropriate
(create_supplier_invoice_from_inbox at medium tier — reversible until
approve, but stages a leverantörsskuld).

BankID enrichment now persists to a dedicated bankid_enrichment table
keyed by user_id. extension_data has been company-scoped (NOT NULL
company_id) since the multi-tenant refactor, so every BankID signup has
silently been failing the enrichment upsert. Select-company picker reads
from the new table.

delete_last_voucher (BFNAR 2013:2) needs to clear
document_attachments.journal_entry_id before deleting the entry, but the
new document immutability trigger blocks that UPDATE. Added the same
gnubok.allow_delete transaction-scoped bypass pattern used by the
journal-entry/line/retention triggers. pg-real tests cover the happy
path, the unauthorized direct UPDATE, and the swap-to-different-entry
attempt under the bypass flag.

fiscal_periods.no_overlapping_fiscal_periods exclusion was scoped to
user_id from before multi-tenant — rebound to company_id so the same
user can have overlapping fiscal years across companies they own/are
member of.

Also adds scripts/seed-demo-account.ts for end-to-end demo seeding
(two companies, full FY2025, active FY2026 with mixed state).

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

* fix(pr-402): address review feedback

Migrations
- Drop 20260506140000_document_journal_entry_immutability_delete_bypass.sql:
  redundant with 20260506140000_document_journal_entry_immutability_bypass.sql
  that landed on main while this branch was open. Both share the same
  gnubok.allow_delete pattern; main's version is what the DB actually has.
- Rename 20260506150000_bankid_enrichment_table.sql →
  20260506160000_bankid_enrichment_table.sql to clear the timestamp clash
  with 20260506150000_protect_document_journal_link.sql on main (Supabase
  branch preview was failing on schema_migrations PK collision).

Tests
- Drop the swap-under-flag test from delete-last-voucher.pg.test.ts:
  main's bypass returns NEW unconditionally when gnubok.allow_delete='true',
  so the swap is permitted. Drop the duplicate happy-path test (already
  covered by 'clears journal_entry_id on attached documents and deletes
  the voucher'). Keep the unauthorized-direct-UPDATE test.
- Add bankid-enrichment.pg.test.ts covering the SELECT RLS policy:
  user reads own row, cannot read another user's row, INSERT denied for
  authenticated.

gnubok_query_journal
- amount_min/amount_max is applied post-fetch (PostgREST can't OR
  abs(debit) and abs(credit) cleanly), but PostgREST's count is computed
  pre-filter. Reporting that as total_lines mislead agents into
  paginating a tail that was already filtered out. When the amount
  filter is applied, anchor total_lines and truncated to the filtered
  set and surface db_matched_pre_amount_filter +
  amount_filter_applied_post_fetch separately.
- Escape `_` in the free-text LIKE filter so a search for "2_441"
  doesn't match "2X441".

VAT close check
- Reverse-charge blocker no longer fires on ruta 30 (seller-side
  domestic omvänd skattskyldighet) — the seller books no VAT, the buyer
  does, so missing ruta 48 is expected. Now scoped to ruta 31/32 (EU
  acquisition) where the buyer must book both calculated output (2615)
  and matching ingående moms (2645).
- High-value receipt threshold no longer reads journal_entries.total_amount
  (column doesn't exist; check silently never fired). Sums debits across
  the entry's lines, which equals the gross for ordinary purchase entries
  — comparing a gross figure against the BFL/ML 4 000 SEK threshold per
  ML 17 kap 26–28 §.

seed-demo-account.ts
- Require an explicit email argument; refuse to run with the previously
  hardcoded fallback that would silently target a real user. Ensure
  email is non-undefined for downstream typing.
- Type the supabase fiscal_periods insert result locally so tsc no longer
  reports 'fp implicitly any' from the loose untyped client.

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

* fix(test): adjust fiscal-period-start-day pg test for per-company overlap

The pg-real failure on PR #402 was a latent bug surfaced by this branch's
fiscal_periods exclusion constraint flip from user_id to company_id
(migration 20260506140100). The test was inserting periods that overlapped
seedCompany's default 2026-01-01..2026-12-31 period; the previous
constraint slipped past it because the test's INSERT didn't set user_id
(NULL escapes the WITH = match), so two same-company overlapping periods
silently coexisted.

Now that the constraint correctly fires per company, pick years that
don't overlap with the seeded 2026 period. The trigger's behavior under
test (allow mid-month start when no earlier period exists, allow
back-dated SIE imports, reject mid-month start when an earlier period
exists) is unchanged.

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

* fix(vat-close-check): correct reverse-charge/import blocker rutor

Rutor 30/31/32 are the buyer's calculated utgående moms on reverse-
charge purchases (domestic byggtjänster/electronics → 2614 → ruta 30;
EU goods → 2624 → ruta 31; EU services → 2634 → ruta 32). The buyer
must also book matching ingående moms (2647 inhemskt / 2645 utlandet
→ ruta 48). The previous fix removed ruta 30 on the basis that it was
seller-side; that's incorrect — domestic-RC sellers book no VAT at
all (they report only beskattningsunderlag on ruta 41), so 2614 only
sees buyer-side entries. Restore ruta 30.

Also extend the check to import rutor 60/61/62 (non-EU import VAT
declared via momsdeklaration since 2015 — 2615/2625/2635). Same
mechanic: importer books output VAT on these rutor and deducts the
input side via ruta 48. SaaS-from-AWS / OpenAI / Vercel companies hit
this path; without including 60/61/62 the blocker would silently miss
their misbookings.

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

* fix(mcp): expose ruta 60/61/62 (import VAT) on the local VatReportResult

The vat-close-check fix referenced vatReport.rutor.ruta60/61/62 but the
MCP server's local VatReportResult type only carries ruta 05-49. Build
broke on tsc.

Extend the MCP server's slim VAT report to also project import VAT —
2615 → ruta 60 (25%), 2625 → ruta 61 (12%), 2635 → ruta 62 (6%) — and
fold those into ruta 49 (att betala/återfå). Mirrors the BAS-to-Ruta
mapping in lib/reports/vat-declaration.ts. Output schema and required
list updated accordingly.

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

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 16:41:36 +02:00
Jakob WennbergandClaude Opus 4.7 b9a2ce522b chore: post-bankid redirect, recapt feedback, TIC SPAR enrichment (#400)
* chore: post-bankid redirect, recapt feedback, TIC SPAR enrichment

- BankID login + register now redirect to /select-company so the picker
  shows freshly enriched CompanyRoles from the current session.
- New lib/support/submit-feedback util prefers window.recapt feedback
  widget when present, falls back to /api/support/contact. SupportLink
  uses it and hides itself in sandbox companies via new isSandbox flag
  on CompanyContext (+ useCompanyOptional hook).
- TIC enrichment re-requests SPAR alongside CompanyRoles now that both
  types are enabled on the tenant; enrichment shape logged PII-free
  (booleans/counts only). Tests cover the SPAR+CompanyRoles path.
- Skatteverket api-client: 15s AbortSignal timeout on outbound requests.
- Swedish compliance review CI: bump REVIEW_MODEL to claude-opus-4-7.

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

* chore: keep compliance review model on sonnet-4-6

Reverts the opus-4-7 bump from the previous commit per request.

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

* fix(tic): don't persist SPAR PII to extension_data

The previous commit started requesting SPAR alongside CompanyRoles and
wrote the full enrichment payload (incl. personnummer, full name, home
address, birth date, gender) verbatim to extension_data.value — a plain
JSON column. Personnummer is already hashed + encrypted in
bankid_identities, so the extension_data row was an unencrypted PII
duplicate exposed to anyone with read access to the table.

No consumer (middleware, /select-company, createCompanyFromTicRole)
reads any SPAR field today; they only read companyRoles. Persist a
sanitized blob of { companyRoles, enrichedAtUtc } instead. SPAR is
still requested from TIC (and its shape logged PII-free) so enrichment
completes; if address pre-fill ships later, those fields should be
encrypted before storage.

Also drop the dead `null` branch from SubmitFeedbackResult.channel —
every code path returns 'recapt' or 'email'.

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

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 13:43:06 +02:00
Jakob Wennberg 9a7f067fdd Revert "fix(tic): call /enrichment before /collect to avoid session-consume bug (#367)" (#368)
This reverts commit 34955b0418.
2026-04-27 19:20:17 +02:00
Jakob WennbergandClaude Opus 4.7 34955b0418 fix(tic): call /enrichment before /collect to avoid session-consume bug (#367)
* fix(tic): call /enrichment before /collect to avoid session-consume bug

TIC support confirmed (2026-04-24) that reading session status via /poll or
/collect after the BankID session reaches `complete` marks the session as
"consumed" server-side, after which /api/v1/enrichment refuses the sessionId
with `error: "Session not completed"` (returned as HTTP 200, not 400).

Today's flow inside POST /api/extensions/ext/tic/bankid/complete called
collectBankIdResult and then requestEnrichment — exactly the order that
triggers the bug. Login still succeeded (collect itself returns OK), but
enrichment failed 100% of the time, leaving extension_data.bankid_enrichment
empty and /select-company's CompanyRoles picker blank.

Reorder so /enrichment runs first, then /collect. Per TIC, the consume flag
only blocks subsequent /enrichment calls — collect after enrichment is
harmless. Refactor the existing fetchAndStoreEnrichment helper into
fetchEnrichmentSafely (pure fetch, returns EnrichmentData | null) and
storeEnrichment (pure DB upsert), so the data can be captured before the
collect/user-creation logic and persisted afterward.

Enrichment stays non-blocking: any /enrichment failure still logs a warning
and lets login proceed, exactly as today.

Adds a regression test asserting requestEnrichment is invoked before
collectBankIdResult (via mock.invocationCallOrder) plus tests for both
failure modes — enrichment throwing and TIC returning the production
"Session not completed" body shape.

Ref: TIC session 90f7da27-84b2-4f09-afc4-47239eef57c1.

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

* fix(tic): drop redundant void _omit — _ prefix already silences lint

Per PR review: @typescript-eslint/no-unused-vars ignores `_`-prefixed
identifiers by default, so the void expression is dead weight.

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

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 18:55:53 +02:00
Jakob WennbergandClaude Opus 4.7 a0485ca1c1 fix: BankID signup takeover + supplier invoice dedup + event_log RLS visibility (#358)
* fix(tic): reject BankID signup when email is already registered (CWE-287)

Signup previously linked BankID to any pre-existing profile matching the
submitted email. Because BankID proves identity but not email ownership,
an attacker who knew a victim's email could bind their own BankID to the
victim's account and then log in via BankID (which skips TOTP MFA).

Now signup returns 409 account_exists; the register page shows a Swedish
error toast and redirects to /login so the user can authenticate with
their password first and link BankID from settings (via the authenticated
/bankid/link route that already exists).

Covered by new bankid-complete.test.ts with an explicit regression test
asserting no side-effects occur on the account_exists path.

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

* fix(bookkeeping): prevent duplicate registration entries for supplier invoices

The invoice-inbox convert flow creates the registration journal entry
inline and then emits supplier_invoice.confirmed. The core handler was
also creating one, producing a second voucher on 2440/2641/expense and
overwriting registration_journal_entry_id on the row.

Two guards in the core handler:
- Payload guard: skip if supplierInvoice.registration_journal_entry_id
  is already set (fast path for callers that include it in the payload).
- DB re-fetch guard: re-read the row and skip if it has been linked
  since the payload was built (handles stale-payload callers).

The inbox extension now stamps registration_journal_entry_id onto the
in-memory invoice before emitting so the fast path trips.

Also fixes a latent bug where the handler filtered company_settings by
userId instead of companyId, which would have selected the wrong row
(or none) on multi-company accounts.

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

* fix(events): write company_id on event_log rows and refuse unscoped events

event_log has a company-scoped SELECT RLS policy, so rows written with
NULL company_id are invisible to every user — effectively silently
dropped from the automation feed. The handler now reads companyId from
the payload (all persisted event types mandate it in TS) and includes
it in both single and batch inserts.

If a caller ever bypasses the type system and emits without companyId,
the handler logs an error and skips persistence rather than writing a
poisoned row.

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

* fix: address PR review nits (event-log meta strip, redirect timer)

- event-log-handler: rename stripUserId → stripMetaFields and also drop
  companyId from the stored data JSONB so it isn't duplicated alongside
  its dedicated column.
- register page: drop the 1500ms setTimeout before router.push('/login')
  on the account_exists branch — the timer had no cleanup and fired a
  stale-closure push if the component unmounted first. The toast survives
  the route change via the root layout's Toaster.

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

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 12:51:56 +02:00