Commit Graph
3 Commits
Author SHA1 Message Date
MattssonandClaude Fable 5 4e47335308 feat(year-end): administrative undo of executed year-end closing + skatteverket scope fixes (#1081)
* fix(skatteverket): request the ska scope for skattekonto v2

The skattekonto v2 API rejects skahmst-only tokens with 403 "The required
scopes are not authorized" (observed in prod 2026-07-20; no company has
synced since 2026-05-10). The requested `skattekonto` scope is silently
dropped from every grant, while `ska` appears in one real May grant, so
request it too: SKV grants the intersection, so this is harmless if wrong.

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

* fix(skatteverket): correct the skattekonto scope model around ska

Root cause of the May 10 skattekonto outage, confirmed via git history and
prod token data: the `ska` scope (the interactive skattekonto API's actual
scope, requested since the extension's first commit in March) was removed
by the "remove unused scopes" cleanup in the #431 series. Every token
issued after that hour lacks it and the API answers 403 "The required
scopes are not authorized"; no company has synced since. The May 15 repair
re-added skahmst, which per its tjanstebeskrivning is a different bulk
E-transport service and does not substitute; `skattekonto` is not a real
SKV scope name and is silently dropped from grants.

Follow-up to the ska re-request (cd8f7a30):
- document the confirmed scope model in oauth.ts so ska is never
  "cleaned up" again
- panel missing-scope warning and reconnect-button now gate on ska,
  not skahmst/skattekonto
- scope badge labels: ska takes the saldo & transaktioner label,
  skahmst relabeled as the E-transport file service
- consent-page note covers both terse scope names and says ska is
  required

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

* fix(year-end): warn on untaxed profit at verkstall, Swedish readiness messages, always-visible period selector

An aktiebolag could execute year-end with a profit and zero bolagsskatt
booked without any warning (support case: closing moved 592k to 2099
untaxed). The preview now computes bolagsskattMissing (AB + profit + no
89xx account among closed accounts, 8999 excluded) and both the preview
and execute steps render an advisory, bypassable warning.

validateYearEndReadiness messages are now Swedish (the bokslut wizard is
a stays-Swedish surface); the MCP year_end_readiness classifier matches
both the new Swedish strings and the legacy English ones.

The wizard period selector now always renders, keeps a selected-but-
ineligible period selectable, and resets a stale ?period= id from
another company instead of leaving the user stuck on the wrong year.

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

* feat(year-end): administrative undo of an executed year-end closing

Storno-only reset used when a bokslut was executed prematurely (e.g.
without bolagsskatt) and no arsredovisning exists yet: reverses the next
period's result_appropriation and opening_balance entries, reopens the
period, reverses the closing entry, and detaches closing_entry_id.
Resumable if interrupted midway; attribution per BFL 5 kap 6.

Migration 20260720140000 adds the trigger escape hatch: closing_entry_id
may only change once set when the old closing entry is reversed with a
posted storno chain (status flag alone is forgeable via PostgREST), and
a non-NULL replacement must be a posted year_end entry in the same
period. Covered by a pg-real test.

planResultAppropriation idempotency is now posted-only: a reversed
omforing no longer blocks the re-run from posting a fresh 2099 -> 2098
reclassification (it previously returned null silently, leaving the new
year's equity polluted).

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

* fix(review): address CodeRabbit, PR-Agent and compliance findings

- undo script: company_id filters on verify queries, period-scope the
  arsredovisning precondition checks, validate service-key format,
  escalate audit_log insert failure to a hard error (BFNAR 2013:2)
- detach migration: company-scope the storno chain EXISTS, replace the
  em dash in the new error message

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

* fix(review): address round-2 compliance swarm and Swedish review findings

- undo script: require --confirm-url with --commit so an env swap fails
  loud; retry the audit_log insert 3x and direct the operator to insert
  the behandlingshistorik row manually on final failure (BFNAR 2013:2)
- year-end preview: document why resultAccountSummary is a complete 89xx
  scan; warning text now also names periodiseringsfond and
  overavskrivningar as legitimate zero-tax reasons

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-20 16:17:43 +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
MattssonandClaude Opus 4.8 2a8bf9b42e Bug/year end numbers (#744)
* fix(bookkeeping): allow creating a fiscal year that fills an interior gap

Fiscal-period creation only allowed chaining a new räkenskapsår before the
earliest or after the latest existing period, so a company with a gap between
years (e.g. 2024 + 2026 from an SIE import, missing 2025) could not create the
missing year — it failed with "New period must chain before the earliest or
after the latest existing period".

Generalise forward chaining onto the new period's immediate predecessor, which
covers both appending a new latest year and filling an interior gap. The
"prior year must be locked" guard now applies only to true appends, not gap
fills (a backfill, like backward chaining). previous_period_id is set to the
predecessor and the successor is relinked so the BFNAR 2013:2 continuity chain
stays intact. The create dialog suggests the missing year (capped so it never
overlaps the next period), the settings page seeds the dialog at the earliest
gap, and the default suggested name is now "Räkenskapsår <year>".

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

* fix(bookkeeping): omföra föregående års resultat (2099 → 2098) at year-end

Year-end closing posts the result to 2099 "Årets resultat" and the opening
balance carried it forward on 2099 every year, so 2099 accumulated across
years and the prior result never moved off "Årets resultat".

executeYearEndClosing now posts a separate "Omföring av föregående års
resultat" verifikat (Dr 2099 / Cr 2098 for a profit, reversed for a loss)
into the new period after the continuity check passes, so 2099 starts each
year at zero. Kept as a standalone entry rather than folded into the opening
balance so the IB stays a faithful mirror of the prior UB and IB/UB
continuity still holds. Aktiebolag only; idempotent; no-op when 2099 is flat.
The 2098 → 2091/2898 disposition (bolagsstämma decision) is intentionally
left to a separate step.

- new source_type 'result_appropriation' (migration + type + Zod enum)
- generateResultAppropriation helper (planner + poster) wired as step 11
- ResultStep surfaces the omföring voucher
- unit tests + pg-real invariant
- scripts/repair-result-appropriation.ts: retroactive catch-up (dry-run default)

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

* feat(transactions): shadow-detect date-drift duplicate bank transactions

The content-dedup bridge buckets on exact (date, ore), so the same
transaction re-imported with a booking date that drifted a day lands in
a different bucket and slips past every dedup layer. Add a measure-only
("shadow") detector that flags would-be +/-1-day duplicates and counts
them, without changing what is inserted - so the gap can be validated on
real data before any enforcement, mirroring the scope-drift shadow.

- shiftIsoDate(): pure, deterministic adjacent-date helper
- ingest: DEDUP_DATE_DRIFT_MODE flag (default on), pre-loop bucket
  snapshot, per-row gate with desc-bridge + cross-channel-symmetry
  signals; logs shadow_date_drift_candidates, never alters inserts
- fail-safe date guard so the measurement can never abort an import
- regression tests for both signals, account/window/distinct guards,
  no-double-count, and the malformed-date fail-safe

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

* test(bookkeeping): anonymize a customer reference in fiscal-period tests

Remove a real customer name ("AXMD AB") from regression-test comments;
no logic change.

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

* fix(workflows): enhance Docker image scanning and caching mechanisms

* fix(bookkeeping): enhance year-end result appropriation handling and error reporting

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-16 18:22:09 +02:00