Commit Graph
4 Commits
Author SHA1 Message Date
Jakob WennbergandClaude Fable 5 f9ef8913ae refactor(onboarding): extract first-year defaults + shared TIC lookup client (journey PR A) (#1141)
First of four PRs replacing the onboarding wizard with the journey flow
(dev_docs/onboarding_migration_plan.md, local). No UI change.

- Move deriveFirstYearDefaults + parseStartMonthDay out of
  WelcomeOnboarding into lib/company/first-year-defaults.ts and unit-test
  them (11-vs-13-months boundary, UTC month seeding, malformed input).
- Add the missing computeFiscalPeriod unit tests (calendar year, brutet
  ar, first year short/extended, EF calendar-year rule, period names,
  BFL 3 kap. 6-18 month window errors).
- New shared fetchCompanyLookup() client: the single client path to the
  Lens-backed /lookup, typed outcomes (found / not_found / disabled /
  error / aborted), never throws. Fixes the 403/404 conflation: the
  dispatcher's 404 ("Extension not found") and feature-flag 503
  (EXTENSION_DISABLED) now degrade silently instead of rendering as
  "company not found"; only the TIC handler's own 404 does.
- Step2CompanyDetails consumes the helper; identical UX otherwise.

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-24 13:29:56 +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 8fd3f112f8 fix: surface active TIC companies + block duplicate org numbers (#344)
* fix: surface active TIC companies + block duplicate org numbers

Three fixes from live-prod testing:

1. Enrichment filter hid the user's directorships. Now accepts both
   Completed and PartiallyCompleted status from TIC (tenants without
   CompanyRoles enabled still get SPAR) and the /select-company role
   filter no longer requires companyStatus === 'Aktivt' — real TIC
   payloads have been observed with different values, and positionEnd
   alone is the authoritative "currently a director" signal. Added
   PII-free diagnostic logs so the next shape-mismatch is debuggable
   from Vercel logs without a round trip.

2. Manual wizard silently allowed duplicate org numbers. Added:
   - findExistingCompanyByOrgNumber helper in actions.ts (service role,
     bypasses RLS to see cross-tenant rows)
   - Server-side guard in createCompanyFromOnboarding — returns
     'org_number_exists' before the create RPC so we don't leave ghost
     companies
   - New /api/company/check-org-number endpoint for debounced client
     checks
   - Warning + disabled submit in Step2CompanyDetails
   - Friendly error toasts in WelcomeOnboarding + BankIdCompanyPicker
   - Mirror cleaned org_number onto companies.org_number on creation so
     future duplicate checks and lookups are reliable

3. /onboarding ignored ?org_number= when the picker routed there as a
   fallback. Now reads searchParams and pre-fills settings; also fixed
   a latent bug where Step1's entity-type change wiped the pre-fill on
   *first* selection (it should only reset on a genuine change).

Tests: duplicate-org guard (with formatted-input normalization),
check-org-number route (auth + 400 + exists true/false +
normalization).

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

* fix: address PR review feedback on duplicate-org guard

Greptile P1 findings + swedish-compliance feedback:

- findExistingCompanyByOrgNumber now throws on Supabase error instead
  of silently returning null. Previously a DB outage or RLS
  misconfiguration would bypass the entire duplicate guard and allow
  duplicates through.
- createCompanyFromOnboarding catches the throw and returns a
  user-facing error ("Kunde inte verifiera organisationsnummer"),
  failing closed instead of open.
- companies.update({ org_number }) error is now checked and triggers a
  rollback. Silent failure would leave the company without an
  org_number, breaking all future duplicate checks for that entity.
- New normalizeOrgNumber helper validates 10- or 12-digit input,
  strips the century prefix for 12-digit personnummer form, and
  rejects anything else. Malformed input would have corrupted SIE4
  (#ORGNR) and SRU (INFO.SRU) exports downstream.
- /select-company now uses loose `== null` for positionEnd — TIC has
  been observed returning `undefined` for open-ended positions, which
  strict `=== null` would silently filter out. Documented the two
  downstream isCeased guards so future maintainers don't remove one
  without the other.
- createCompanyFromTicRole refuses to provision when lookup.isCeased
  (BFL 2 kap — bokföringsskyldighet ends at avregistrering).
  BankIdCompanyPicker surfaces this client-side too.
- WelcomeOnboarding + BankIdCompanyPicker recognise new error codes:
  org_number_invalid, company_ceased.

Tests: +4 cases covering malformed input rejection, fail-closed
behaviour on DB error, 12-digit personnummer normalization, and the
ceased-company refusal path. Full suite: 2306 passing.

Out of scope for this PR (follow-up):
- Partial unique index on companies(org_number) WHERE archived_at IS
  NULL. Closes the race-condition window but needs a migration plus
  any existing-duplicate cleanup — too risky for this hotfix.
- Rate limiting on /api/company/check-org-number. Endpoint is
  auth-gated so not an immediate concern.

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

* fix: add Luhn validation and extract org-number normalization

Third round of PR review feedback (swedish-compliance):

- Add Luhn-10 check-digit validation to normalizeOrgNumber. Rejects
  structurally invalid org_numbers (wrong check digit) at the boundary
  instead of letting them propagate into SIE4 #ORGNR and SRU INFO.SRU,
  where Skatteverket and receiving accounting systems would reject
  them later anyway. Reuses the existing luhnValidate helper from
  lib/bankgiro/luhn.ts (Bankgirot 10-modulen — same algorithm applies
  to both Bolagsverket org numbers and Swedish personnummer).

- Extract normalizeOrgNumber into lib/company-lookup/normalize-org-number.ts
  so the server action and /api/company/check-org-number use the same
  rule. Previously the API route only stripped hyphens/spaces, so a
  12-digit input would miss a stored 10-digit duplicate and mislead the
  client debounce check ("not a duplicate" → submit → server rejects).

- /api/company/check-org-number now returns exists=false for
  Luhn-invalid input rather than querying the DB. The submit-time
  server action surfaces org_number_invalid, which is the right place
  for the error.

Test coverage: dedicated normalize-org-number.test.ts (10 cases
covering both-lengths, Luhn, whitespace tolerance, garbage). Updated
existing tests to use Luhn-valid numbers (real Volvo 5560125790,
synthetic personnummer 8001011231). New failing-Luhn test in
actions.test.ts. New 12-digit-normalization and
luhn-invalid-returns-false tests in route.test.ts.

Full suite: 2315 passing.

Not fixed (out of scope for this hotfix):
- 10↔12 digit round-trip fragility for personnummer born 2000+. This
  is a codebase-wide architectural choice (see lib/skatteverket/format.ts
  which uses a two-digit-year heuristic to choose 19/20 at export).
  Migrating to 12-digit storage is a separate refactor.
- Server-side re-fetch of TIC /lookup for isCeased. The trust boundary
  here is user-to-their-own-onboarding, not adversarial; doubling TIC
  API cost isn't proportionate.

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

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 14:47:58 +02:00
Jakob WennbergandClaude Opus 4.7 f3a3d07ed3 feat: one-click company setup from BankID directorships (#309)
* feat: one-click company setup from BankID directorships

After BankID auth, surface Bolagsverket companies where the user is a
director and provision a fully-configured gnubok company with one click
instead of walking the 4-step wizard. Also exposed via CompanySwitcher's
"Lägg till företag" for returning users.

- New /select-company route merges gnubok memberships with TIC
  CompanyRoles; cards flag already-registered org numbers.
- createCompanyFromTicRole server action derives entity_type, f-skatt,
  VAT, moms_period, and SPAR address defaults, then delegates to
  createCompanyFromOnboarding for consistent provisioning.
- TIC /bankid/complete now requests enrichment on login too, so
  returning users see fresh CompanyRoles in the picker.
- Middleware routes zero-membership users to /select-company when
  enrichment is available, /onboarding otherwise.
- Inline enrichment picker removed from WelcomeOnboarding (wizard is
  now the manual fallback); SPAR address pre-fill preserved.
- Unit tests for mapEntityType helper and createCompanyFromTicRole
  defaults (VAT-AB, non-VAT EF, unmappable, unauth).

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

* fix: address PR review feedback on BankID company picker

Greptile P1 + swedish-compliance bot findings:

- Move enrichment row cleanup out of createCompanyFromOnboarding and
  into createCompanyFromTicRole. The manual wizard also goes through
  createCompanyFromOnboarding, and was wiping the enrichment row before
  the returning-user "Lägg till företag" flow could use it.
- Refuse to provision when TIC /lookup is missing. Silently defaulting
  vat_registered to false for a momsregistrerat bolag would create a
  company that issues invoices without moms (ML 17 kap violation). The
  picker now routes to the manual wizard with org_number pre-filled
  when the lookup fails, so the user confirms VAT/F-skatt manually.
- Default accounting_method by entity type: enskild firma → cash
  (K1/kontantmetoden per BFNAR 2013:2), aktiebolag → accrual (K2/K3).
- Document that moms_period='quarterly' is a provisional middle-tier
  default; Skatteverket's assigned period depends on turnover and the
  user can correct it in /settings/tax.
- Fix the misleading "re-fetch from BankID" comment — /select-company
  only reads the cached enrichment row; it's refreshed only on the next
  BankID auth.
- Extend test coverage: lookup-missing refusal, EF kontantmetoden default.

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

* fix: tighten entity-type mapping and clarify K1 threshold

Second round of PR review fixes (swedish-compliance bot):

- mapEntityType now uses explicit allow-lists instead of substring
  matches. "Enskild stiftelse" / "Enskild näringsverksamhet utan firma"
  no longer false-match as enskild_firma (would have provisioned with
  K1/kontantmetoden — ML/BFL risk). Regression guard test added.
- Publikt aktiebolag explicitly included (same K2/K3 regime as private
  AB); Bankaktiebolag / Försäkringsaktiebolag excluded (FFFS regime).
- Remove misleading claim that onboarding UI flags moms_period as
  provisional — no such UI exists by design (approved one-click UX).
- Expand accounting_method comment to cite the 3 MSEK K1→K3 threshold
  (BFNAR 2013:2 vs 2017:3) so the EF→cash default is honest about its
  scope.

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

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Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 13:21:55 +02:00