Commit Graph
9 Commits
Author SHA1 Message Date
16fbcefbbc feat(invariants): shared format contracts + upgrade-path CI (#1364)
* feat(invariants): centralise shared format contracts, reconcile the org-number paths

The same format rules were written out independently across the codebase, and
where they disagreed the disagreement was invisible until a filing failed.

Worst case, now fixed: four Skatteverket- and Bolagsverket-bound export paths
each had their own idea of a valid organisationsnummer.

  lib/skatteverket/format.ts      strip '-' only      threw on any input with a space
  lib/salary/ku/ku10-generator.ts replace('-', '')    first hyphen only, spaces survived
  lib/salary/agi/xml-generator.ts strip non-digits    stray letters passed the length check
  lib/bokslut/ixbrl/validate      /^\d{6}-?\d{4}$/    rejected the 12-digit form, no Luhn

A company stored with a space or in 12-digit form could file AGI all year and
then fail at the arsredovisning deadline with a message that did not say why.

lib/invariants/ now owns account number, ISO date, four-digit fiscal year and
org number, each with the rationale recorded next to the rule. normalizeOrgNumber
moves here from lib/company-lookup/ and isSaneDateString from lib/utils.ts; both
old paths re-export, so no caller changes. lib/api/schemas.ts builds its
primitives on the module, so ~100 schemas inherit any correction.

The arsredovisning check-digit verdict is a warn, not an error: a wrong Luhn
digit is almost certainly a typo worth surfacing, but whether every org number
Bolagsverket accepts satisfies Luhn is a Swedish domain question we have not
verified against a primary source, and an error there blocks Skicka in. We do
not block a statutory filing on an unverified assumption.

KU10 still passes a 12-digit stored org number through unfolded. That is
pre-existing, and whether the KU10 schema wants 10 or 12 digits is not covered
by the swedish-payroll skill, so it is pinned by a test rather than changed
silently.

Guard 8 (hand-rolled-invariant) tracks the remaining 114 inline copies as a
ratchet that may only go down, same mechanism as the roundOre guard.

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

* test(ci): add an upgrade-path job that applies new migrations against real data

The pg-real job applies all 548 migrations to an EMPTY database. Empty means
zero rows, so a migration that adds a NOT NULL, adds a CHECK, creates a unique
index or backfills passes trivially in CI and can still fail on production,
where the rows exist. CI proved that a fresh install works; nothing proved that
an existing install upgrades.

The new pg-upgrade job: apply the schema as it stands at the merge base, seed a
small real company (three posted verifikat, balanced lines, one ore-level
amount), then apply ONLY the migrations this PR adds, then assert the data
survived (entries still posted, lines intact, ledger still balances, ore
unchanged, voucher numbers sequential). A PR with no migration no-ops.

Verified locally against supabase/postgres:15.8.1.060 rather than assumed, with
three deliberately bad migrations:

  rescale money on posted lines   empty: would pass   seeded: ERROR (immutability trigger)
  CHECK violating the ore row     empty: exit 0       seeded: exit 3
  NOT NULL on a populated column  empty: exit 0       seeded: exit 3

Base migrations are read out of the merge-base git tree, not the working tree,
so a PR that edits an already-shipped migration still gets the original applied
and the edit surfaces as a failure here.

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

* docs: record the invariants and upgrade-CI decisions

Two entries covering what this PR changes and, more importantly, the calls that
are not obvious from the diff: why the arsredovisning check-digit verdict is a
warning rather than an error, why KU10's 12-digit passthrough is pinned instead
of fixed, and why the ROT/RUT brf org-number schemas stay on their own rule.

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

* docs(test): mark the upgrade fixture as CI-only, never a production template

The fixture writes posted journal_entries and their lines directly, bypassing
the engine and the atomic commit RPC. That is the only way to hand a migration
pre-existing posted rows to break, and it is safe against a throwaway CI
database, but it reads like a sanctioned pattern to anyone who finds it later.

Says so explicitly, with the reason it is confined here (no voucher sequence to
keep gapless, no retention obligation on a database destroyed with the job) and
a pointer back to Hard Rule 2 for anything touching a real database.

Raised by the Swedish compliance review bot on #1364.

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

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-03 16:30:14 +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 c74b19df1b Accounted rebrand + swarm-skill cleanup + bank-reconciliation fixes (#643)
* feat(reconciliation): close the bank-feed loop on voucher links and re-tag mis-typed opening balances

Two related fixes to bank reconciliation correctness:

1. Auto-reconcile on voucher link. Linking an invoice or supplier invoice to
   an existing voucher previously advanced only the invoice — the bank
   transaction that paid it kept sitting in the Transactions inbox with a null
   journal_entry_id. linkInvoiceToVoucher / linkSupplierInvoiceToVoucher now
   call autoReconcileTransactionForLinkedVoucher (lib/reconciliation), which
   links the bank transaction to the same verifikat when exactly one unbooked
   line matches it. Best-effort and post-commit: a failure here never fails the
   link. The result surfaces reconciledTransactionId; the inbox row leaves the
   list and the UI shows link_success_tx_reconciled.

2. Re-tag mis-typed opening balances. getReconciliationStatus and the GL-line
   matching RPCs identify a cash account's ingående balans solely by
   journal_entries.source_type='opening_balance'. Companies migrated from other
   systems often booked the bank IB as an ordinary voucher (source_type
   'import' or 'manual'), so it was never excluded and surfaced as a phantom
   reconciliation difference equal to the opening balance. Adds:
   - migration mark_entry_as_opening_balance: a GUC-gated carve-out in the
     immutability trigger plus a SECURITY DEFINER RPC that validates the entry
     (balance-sheet lines only, dated on a fiscal-period boundary), flips the
     source_type, and writes an audit row — no blanket data sweep.
   - POST /api/reconciliation/bank/mark-opening-balance + MarkOpeningBalanceSchema.
   - BankReconciliationView action to trigger it from the IB diff.

The gnubok_create_voucher executor now accepts a typed is_opening_balance flag
and derives source_type='opening_balance' only after validating class 1/2 lines
on the period start, so new IBs land correctly typed.

Covered by lib/reconciliation auto-reconcile tests, voucher-executors tests,
and a mark-entry-as-opening-balance pg-real test.

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

* chore: rebrand gnubok → Accounted and prune swarm agent skills

Product rebrand and skills housekeeping. No runtime behaviour change.

Rebrand: replace user-visible "gnubok" with "Accounted" across docs, READMEs,
in-code comments, doc-site content, MCP skill/resource prose, and the
gnubok-mcp package description. The MCP resource URI scheme is moved gnubok://
→ Accounted:// consistently across resource registrations, the event-type
comment, and the resource/skill tests. Deliberately preserved as stable
identifiers (NOT rebranded): the gnubok-company-id cookie, gnubok_sk_ / gnubok_inv_
token prefixes, the gnubok-mcp npm bridge name, and the AGI <gem:Programnamn>
value (kept 'gnubok' per its source comment — it is the software identifier sent
to Skatteverket and must not churn across visual rebrands).

Skills: remove the 27 swarm-* agent SKILL.md atoms (no longer used; already
absent from the agent_atom_registry in prod), refresh the remaining skill docs,
add the .claude/rules/ path-scoped rule set, and regenerate the
seed_agent_atom_bodies migration + .skill-body-manifest.json via
`npm run skills:generate` so the DB-backed skill bodies match the trimmed set.

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

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-03 10:52:01 +02:00
Jakob WennbergandClaude Opus 4.7 20989379bb feat(sandbox,branding): prod-parity demo with AI gating + accounted rebrand (#585)
* feat(sandbox,branding): prod-parity demo with AI gating + accounted rebrand

Sandbox now ships with seeded suppliers, supplier invoices, an asset,
a verified agent_profile, and pending operations so the demo company
exercises every prod surface. Server-side `guardSandbox()` short-
circuits any AI or paid-external API call (Bedrock chat/composer,
Resend invoice send, Riksbanken FX, VIES, etc.) and the AgentSheet
swaps in a SandboxAgentPreview that explains what's gated and offers
a register CTA. DashboardContent no longer mounts the
NewUserChecklist when the agent is already built, fixing the path
that let sandbox users still trigger /onboarding/agent.

Visible branding flips from Gnubok to Accounted: new BrandWordmark
component (Hedvig Letters Serif 700), new app/icon.png + PWA icons
generated from the accounted icon, default appName updated. URLs,
header names, API key prefixes, hostnames, and event/cookie/
localStorage keys keep `gnubok` — the rebrand is visual only.

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

* fix(sandbox): hardcode supplier-invoice arrival numbers in seed

get_next_arrival_number is MAX(arrival_number) + 1 against the same
table we're about to insert into. Calling it twice before either row
lands made both calls return 1, which then violated the
(company_id, arrival_number) unique index — POST /api/sandbox/seed
500'd on first sandbox start.

The seeded company is brand new in this branch so 1 and 2 are
guaranteed unused; hardcoding side-steps the race entirely.

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

* fix(sandbox): set paid_amount=0 on unpaid supplier invoice

PostgREST normalizes the column set across rows in a bulk insert, so
the second supplier invoice (Espresso House, status=registered) was
being sent with paid_amount=null because the first row (Telia, paid)
set it. supplier_invoices.paid_amount is NOT NULL DEFAULT 0; the
default only kicks in when the column is *absent* from the payload,
not when it's explicitly null. Set it inline to side-step the
normalization.

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

* fix(sandbox): set actor_type=agent_chat on seeded pending_operations

pending_operations only allows user-scoped INSERTs via the
`pending_operations_chat_insert` policy, which requires
actor_type='agent_chat' alongside auth.uid()=user_id +
company membership. The seed was inserting with the default
actor_type='user', tripping the RLS check.

Also lift risk_level from preview_data (where it was unused) onto
the row itself, matching the column added in
20260430120000_pending_operations_actor_and_risk.

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

* fix(pr-review): address PR #585 review feedback

Fixes called out by the core-only CI check, Greptile, and the
compliance + Swedish-accounting bots:

- AGI Programnamn pinned back to 'gnubok' (CI blocker). The XML
  Skatteverket receives must keep the stable software identifier
  regardless of the visual rebrand — same rule as the v1 health
  endpoint's `service: 'gnubok'` literal.
- handleCreateAccount in SandboxAgentPreview + ChatEmptyState now
  wraps signOut() in try/catch so a transient Supabase failure
  doesn't strand the user on a dead button (greptile P2 × 2).
- /api/currency/rate hard-fails on missing companyId instead of
  conditionally skipping the sandbox guard (greptile P2 / compliance
  V8.2.1).
- topUpSandboxAdditions now delegates to ensureSandboxAgentProfile;
  the assistant persona lives in exactly one place across the seed,
  layout backfills, and top-up path (greptile P2 outside-diff /
  compliance SOC2 CC6.1).
- ensureSandboxAgentProfile drops the userId param and sets
  verified_by_user_id to NULL — synthetic seed data should not
  attribute verification to a real user (compliance V8.2.1 /
  GDPR Art. 25(2)). Errors now logged via the structured logger
  instead of being silently swallowed (V16).
- Sandbox seed swaps real-world company names (Telia, Espresso
  House) for clearly-synthetic Demo-prefixed brands using the
  5559... documentation org-number range (compliance A.8.33).
  Asset cost bumped 24 000 → 35 000 SEK so the demo clears the
  förbrukningsinventarier threshold and illustrates capitalization
  unambiguously (swedish-asset-accounting).
- Representation pending-operation preview corrected: VAT label
  fixed from 6% → 12%, and input VAT split between the avdragsgill
  (2641) and ej-avdragsgill (5811) portions to match
  swedish-vat / ML 8 kap rules (swedish-vat).

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

* fix(pr-review): seed preview consistency + AGI Programnamn constant

Two last review-bot items before merge:

- Sandbox seed: the representation pending-operation preview was
  splitting the 240 SEK café meal 60/180 between 5810 and 5811,
  which is wrong for a single attendee under the 300 SEK / person
  avdragsgill cap (ML 8 kap) — the entire amount is fully
  avdragsgill in that case. Collapse the preview to a single 5810
  + 2641 + 2440 entry so it matches the supplier_invoice_items row
  1:1 and stops teaching demo users an incorrect bookkeeping
  pattern.
- Hoist the AGI Programnamn 'gnubok' literal into a named constant
  with a comment pointing to potential future Skatteverket vendor
  registration (per the swedish-compliance bot's nit).

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

* fix(sandbox): avoid BFL duplicate-verification on pending op + fix VAT cap comment

Swedish-compliance bot caught two final nits:

- The pending operation for the Demokafé representation was using the
  same supplier_invoice_number as the already-seeded supplier_invoices
  row (88245). If the sandbox user approved the staged operation, the
  insert would have created (or attempted) a duplicate verification —
  BFL 5 kap. requires each affärshändelse be recorded exactly once.
  Swap the staged operation's invoice number to a distinct value
  (INKOMMANDE-2026-001) so approval cleanly creates a new row.
- The preview comment described the 300 SEK threshold as an
  "avdragsgill cap". The actual rule (ML 8 kap. 9 §) caps the
  deductible VAT at 25 % × 300 SEK × antal_personer = 75 SEK per
  person — the 300 SEK is the tax base, not the total. Math here is
  correct either way, but the comment now states the correct formula
  so future seed edits don't propagate the wrong understanding.

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

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-28 13:19:41 +02:00
Mattsson a652dcae1a Skv/e2e overview (#515)
* feat(agi): refactor AGI XML generation and data handling

- Remove deprecated AGI field codes from field-codes.ts.
- Update generate-declaration.ts to include new employee fields and handle absence data with stable specification numbers.
- Enhance XML generation in xml-generator.ts to support new flags for housing benefits and adjusted benefits.
- Introduce new database migrations to support:
  - `removed_from_agi` flag for tombstoning individuppgifter.
  - `benefits_adjusted` flag for tracking adjustments to benefits.
  - `franvaro_specifikationsnummer` for stable absence event identification.
  - `housing_benefit_type` to differentiate between housing benefit types.

* feat: Implement strict validation for AGI employee data and introduce pre-flight validation schemas

- Added Zod schemas for validating employee data in AGI declarations to ensure all required fields are present and correctly typed, preventing silent errors during processing.
- Introduced AGI pre-flight validation schemas for Skatteverket endpoints to validate individual and head unit submissions before sending to the API.
- Created a new audit log table for tracking all outbound calls to Skatteverket, ensuring compliance and traceability for AGI and moms submissions.
- Implemented advisory locks in the database to manage concurrent updates to absence specification numbers, enhancing data integrity.
- Added compliance documentation for GDPR processing activities related to AGI and moms submissions, detailing data handling and retention policies.

* feat: Extend DELETE RLS policy to protect 'declined' signatures in årsredovisning

* fix: Update date handling in salary absence migrations to use immutable year-month key

* fix: Update SELECT policy in skatteverket_api_audit_log to use IN clause for company_id

* feat: Add skatteverket_api_audit_log and salary_absence_franvaro_audit tables with RLS policies and immutable triggers
2026-05-17 23:52:49 +02:00
Jakob WennbergandClaude Opus 4.7 f3fd4c0822 feat(salary, skatteverket): per-day absence + AGI Frånvarouppgift + skattekonto + hardening (#388)
* feat(salary): per-day absence tracking with calendar UX

Replace aggregated-day absence counts with per-day records so payroll
calculations can correctly enforce Swedish legal rules that depend on
actual dates: karensavdrag once per sjuklöneperiod, återinsjuknande
within 5 calendar days, allmänt högriskskydd cap of 10 karensavdrag per
rolling 12 months, day-8 läkarintyg flag, day-15 transition to
Försäkringskassan.

Adds:
- salary_absence_days table (RLS, dedup unique on employee+date+type)
- /api/salary/employees/[id]/absence CRUD route
- deriveAbsenceLineItems helper that walks per-day records into
  sjuklöneperioder and emits correctly-classified line items, with the
  existing absence-calculator formulas reused for VAB / parental
- Per-employee pay-spec detail page with month-grid AbsenceCalendar
- Calculate route now derives line items from the calendar before
  running the salary engine, replacing the prior sumQuantity model
- Salary run GET surfaces the formatted Skatteverket arbetsgivare ID
  so downstream UI can build extension URLs without a second round-trip
- GET /salary/runs/[id]/employees/[employeeId] for the detail page

Tests: 15 new unit tests covering segment merge, återinsjuknande
within 5 days, högriskskydd cap, FK transition flag, läkarintyg flag,
VAB/parental semesterlönegrundande ceilings.

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

* feat(skatteverket): harden API client + add NEXT_PUBLIC_SKATTEVERKET_ENABLED feature flag

Three hardening fixes from the prior audit, plus a runtime extension
toggle for phased rollout.

api-client.ts:
- Map 429 to a new SkatteverketAuthError code RATE_LIMITED with a
  Swedish user message. The 4 req/sec local rate limiter normally
  prevents this, but the per-consumer gateway quota can still hit.
- Extend the error union with TOKEN_CORRUPTED for the token-store fix
  below.

token-store.ts:
- Surface decryption failures instead of silently returning null. A
  rotated key or tampered ciphertext used to look like "not connected";
  callers now get TOKEN_CORRUPTED with a clear "anslut igen med BankID"
  message and a structured log line for ops.

Extension dispatcher (app/api/extensions/ext/[...path]/route.ts):
- Per-extension feature flag table. When NEXT_PUBLIC_SKATTEVERKET_ENABLED
  is not exactly "true", the dispatcher returns 503 with code
  EXTENSION_DISABLED, letting ops disable a single integration mid-
  rollout without redeploying or removing it from extensions.config.json.
  UI panels (SkatteverketPanel, AGIPanel) detect the 503 and render an
  empty state.

Tests: 7 api-client cases (401/403/403-Behörighet/429/5xx/200/auth-error
codes) + 2 token-store cases (no-row → null, corrupted → TOKEN_CORRUPTED).

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

* feat(salary): emit AGI Frånvarouppgift per SKV 4785, add AGIPanel for one-click submission

AGI XML upgrade:
- Emit <gem:Franvarouppgift> top-level blocks for VAB and parental
  leave events sourced from salary_absence_days, per SKV 4785 +
  technical doc. Element order matches the spec example file.
  TILLFALLIG_FORALDRAPENNING for VAB / FORALDRAPENNING for parental,
  with FranvaroTimmarTFP (FK825) or FranvaroTimmarFP (FK827) for
  hours. Stable 1-based specifikationsnummer per (employee, period),
  date-sorted. Skipped entirely for periods before 202501.
- Sick days are NOT emitted (they go to Försäkringskassan).
- FK499 TotalSjuklonekostnad now derived from sick_day2_14.quantity
  × dailyRate × 0.80 instead of Math.abs(amount). The line-item
  amount is the net deduction (lostPay − sjuklon), not the cost,
  so the prior formula understated by a factor of four.

AGI submission UI:
- New AGIPanel mirroring SkatteverketPanel's validate → draft → lock
  → BankID-sign → poll-submitted flow. Detects 503 EXTENSION_DISABLED
  and renders a clear empty state. Replaces the bare "Skicka till
  Skatteverket" button on /salary/runs/[id], keeping the AGI XML
  download as a sibling for archival / manual upload fallback.
- Salary run rows now link to the per-employee detail page added in
  the previous commit.

Tests: 14 new agi-xml cases covering element order, type↔hour-field
mapping, specifikationsnummer ordering, fractional-hour formatting,
range clamping (0.01-24.00), period guard at 202501 boundary,
placement after Blankett blocks, multi-employee date ordering,
required-fields invariant, omission when no events.

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

* feat(skatteverket): skattekonto integration — read-only saldo + transactions, daily sync, per-row bokför

Adds read-only Skattekonto v2.1 access via the existing BankID OAuth
flow (extends the OAuth scope with `skattekonto`). Daily background
sync pulls saldo + transactions, dedupes on (company_id, dedup_key),
and surfaces the data in a /skattekonto dashboard plus a settings
panel for connection management.

Backend:
- skattekonto-client.ts: GET /skattekonton/{omfragad}/saldo and
  /transaktioner. Felkod 1–5 mapped to Swedish messages via dedicated
  SkatteverketSkattekontoError.
- skattekonto-sync.ts: parallel saldo + transaktioner fetch, UPSERT
  on (company_id, dedup_key) so kommande rows graduate to tidigare
  in place. Dedup key uses transaktionsidentitet when available, else
  sha256 of (date|amount|text). Caches saldo snapshot in extension_data.
  Emits skattekonto.synced / balance.changed (sign flip) /
  transaction.upcoming (first appearance) / connection.expired.
- skattekonto-booking.ts: keyword→counter-account rules with AB/EF
  differentiation (2510 vs 2012 for preliminärskatt; 2731/2710/2650
  for arbetsgivaravgifter/avdragen skatt/moms; 8423/8313 for
  kostnads-/intäktsränta). Creates a draft journal entry against
  BAS 1630, leaves it for the user to review and commit. Throws
  NO_COUNTER_ACCOUNT instead of guessing when no rule matches.
- Daily cron at 0 4 * * * (Swedish 06:00). Double-gated by
  CRON_SECRET and NEXT_PUBLIC_SKATTEVERKET_ENABLED. Per-company
  cooldown of 1 hour, time budget 50s, distinct `expired` status
  for token-exhaustion separate from generic errors.

Database:
- skattekonto_transactions: company-scoped with RLS, unique
  (company_id, dedup_key), indexed on (company_id, date DESC) and
  (company_id, status). journal_entry_id FK with ON DELETE SET NULL
  so a row can be re-bokförd after entry deletion.

Frontend:
- /skattekonto/page.tsx: dashboard with saldo card, transactions list
  (booked + upcoming), per-row "Bokför" action.
- /settings/skatteverket: connection panel showing scope/expiry.
- Extension toggle in SettingsSidebar (gated by ENABLED_EXTENSION_IDS).

Tests: 9 booking-rule cases (counter-account guessing, AB/EF
divergence, no-match throw) + 7 mapper cases (dedup key stability,
sign convention, kommande→tidigare graduation).

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

* fix: address PR review findings

Build:
- Fix Next.js build failure: Zod refuses .partial() on a refined schema.
  Replace AbsenceRangeQuerySchema.partial().extend(...) in the absence
  DELETE handler with a fresh z.object that defines its own optional
  fields.

Greptile findings (PR #388):
- skattekonto_transactions UPDATE policy was missing WITH CHECK; without
  it a user could mutate company_id to one they don't belong to. Edit
  the original migration for fresh applies + add a follow-up migration
  that drops/recreates the policy with both clauses (already applied
  to prod via Supabase MCP).
- FK499 TotalSjuklonekostnad now reads sjuklonRate from
  run.calculation_params (snapshot taken at calc time) instead of a
  hardcoded 0.80, so an operator override (e.g. CBA-specific rate) is
  honored. Falls back to 0.80 for older runs without the snapshot.
- Rename NEXT_PUBLIC_SKATTEVERKET_ENABLED → SKATTEVERKET_ENABLED so the
  flag is server-side only. NEXT_PUBLIC_* vars are inlined into the
  client bundle at build time, which would create split-brain (server
  503 vs client still rendering enabled flow) on a flag flip without
  redeploy. UI panels detect 503 by response code, not by reading the
  env directly, so no client-visible change is needed.
- Add pg-real RLS smoke tests for both new tables (salary_absence_days
  and skattekonto_transactions): tenant SELECT isolation, UPDATE WITH
  CHECK enforcement, unique-constraint enforcement, cross-tenant dedup
  key allowed.

Swedish compliance review:
- Document the högriskskydd cap interpretation in
  derive-absence-line-items.ts. We count *sjuklöneperioder* in the
  rolling 12-month window, matching the law's plain reading
  ("från och med den 11:e sjukperioden ... görs inget karensavdrag").
  An alternative reading counts only periods that actually had karens
  deducted; that requires persisting per-period karens-deduction state,
  which gnubok doesn't yet do. The period-count reading can over-
  suppress, never under-suppress, so it's the safer default.

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

* fix(test): inline skattekonto fixtures so core-only CI runs without dev_docs

dev_docs/ is gitignored, so the skattekonto-mappers test failed in CI
when it tried to readFileSync from dev_docs/skattekonto(2.1.0)/examples/.
Inline the saldoResponse + transaktionerResponse fixtures verbatim
from the spec; the test still verifies our mappers + dedup-key logic
against the same shape.

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

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-04 19:01:21 +02:00
MattssonandClaude Opus 4.7 064fb7f7a9 Add/white label (#381)
* feat(branding): add BrandingService with default-preserving env layer

Introduce lib/branding/service.ts mirroring lib/email/service.ts. Defaults
match current gnubok values exactly, so production behaviour is unchanged
unless an env var (NEXT_PUBLIC_BRANDING_*, BRANDING_*) or extension override
(via registerBrandingService) is set.

Resolution order: defaults < env vars < extension override.

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

* feat(branding): route root layout, manifest, and PWA assets through branding service

- app/layout.tsx now reads title, description, themeColor, and apple-touch-icon
  from getBranding() instead of hardcoded values.
- public/manifest.json replaced by dynamic app/manifest.ts so PWA name,
  short_name, description, theme_color, background_color, and icon paths
  are resolved at request time.

The manifest now serves at /manifest.webmanifest (Next.js convention for
the metadata file route). The previous /manifest.json URL is no longer
populated; nothing in core references it after this commit.

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

* feat(branding): route email service and templates through branding service

- resend-service.ts: From line uses getBranding().appName instead of
  hardcoded "Gnubok" in both the with-fromName and bare cases.
- invite-templates.ts: subject, HTML header, body, plain text, and the
  team-invite variants all read from branding (sentence case in prose,
  uppercased for the styled <p> header).
- consent-notification-templates.ts: signature fallback (companyName ||
  branding) for both HTML and plain text variants.

Defaults preserve the exact current strings ("Gnubok", "GNUBOK", "gnubok"
in their respective contexts) so no email content changes for production.

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

* feat(branding): route OAuth consent page through branding service

The MCP OAuth consent page rendered for Claude Desktop / Claude.ai
connector flows now reads the app name from getBranding() for both the
HTML <title> and the body copy. Default still produces "gnubok" in
lowercase prose, matching current behaviour.

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

* feat(branding): route auth, dashboard, and onboarding text through branding service

Replace user-visible "gnubok" / "Gnubok" references with calls to
getBranding(). Touches:

- Auth pages (login, register, mfa/enroll): logo src/alt, MFA TOTP
  friendlyName.
- Onboarding (companies/new, invite, sandbox, WelcomeOnboarding,
  Step2CompanyDetails, NewUserChecklist, BankIdCompanyPicker,
  ArcimMigrationWorkspace): logo, headings, error/help text.
- Dashboard fallback (companyName="gnubok") and settings (backup copy,
  ApiKeysPanel MCP connector name + login note, CompanyDangerZone,
  retention-notice).
- API routes (support contact subject prefix, enable-banking consent
  email companyName fallback, AI inbox receipt-request appUrl,
  pain001 messageId prefix).
- MCP server "open the gnubok web app" review message.
- Salary/reports filings (AGI Programnamn, KU10 Programnamn,
  payslip footer, full-archive system metadata, SRU #PROGRAM line).

Internal identifiers (cookie names gnubok-company-id /
gnubok-invite-token, API key prefix gnubok_sk_, invite token prefix
gnubok_inv_, MCP tool names, npm package gnubok-mcp, GNUBOK_API_KEY
env name) are deliberately left unchanged — they're stable contracts
that whitelabels must not break.

Defaults match current behaviour exactly.

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

* feat(branding): support legal page field-level swaps for entity and contact

Privacy and DPA pages now interpolate appName, legalEntity, and
privacyEmail from the branding service instead of hardcoding "Gnubok",
"Arcim", and "privacy@gnubok.se". Page metadata uses generateMetadata()
so titles also reflect the brand.

lib/support.ts now falls back to getBranding().supportEmail when
SUPPORT_RECIPIENT_EMAIL is unset, so a single BRANDING_SUPPORT_EMAIL
env var configures both the support form recipient and the displayed
support address.

Whitelabels with a different legal jurisdiction or entirely different
DPA text should override the page route from an extension. Phase 1
intentionally only supports field-level swaps.

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

* docs(branding): add WHITELABEL.md and example branding extension

WHITELABEL.md: fork checklist, env var reference, the "do not change"
list (cookies, API key prefixes, invite token prefixes, MCP tool names,
gnubok-mcp npm package, GNUBOK_API_KEY env name), out-of-scope items,
the upstream sync workflow YAML to copy into a fork, conflict avoidance
guidance, and a verification checklist.

extensions/general/_example-branding/: copy-paste starter extension with
index.ts (commented placeholder values for registerBrandingService),
manifest.json, and README.md. Disabled by default (not added to
extensions.config.json); whitelabels cp the folder, edit, and enable.

sectors.test.ts: bumped expected extension count 12 -> 13 to account
for the new starter extension on disk. The generated registry is
unchanged because the example is disabled.

The sync workflow YAML is documented inline in WHITELABEL.md rather
than checked in as a workflow file. It's only meaningful in a fork --
gnubok itself has nothing to sync from.

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

* fix(branding): address PR review — lazy support email + escape brand in HTML/XML

Three issues from code review:

P1 — lib/support.ts: SUPPORT_RECIPIENT_EMAIL was a module-level const,
evaluated at import time before extensions register branding overrides
via ensureInitialized(). Convert to getSupportRecipientEmail() lazy
accessor; update the only caller in app/api/support/contact/route.ts.
Extension-supplied supportEmail values now route correctly.

P2 — app/api/mcp-oauth/authorize/route.ts: appName was interpolated
into the consent page HTML without escapeHtml(), inconsistent with
the existing escaping of companyName. Wrap appName.toLowerCase() in
escapeHtml() at use sites in <title> and the body paragraph.

P2 — lib/salary/agi/xml-generator.ts and lib/salary/ku/ku10-generator.ts:
appName placed inside <gem:Programnamn> / <Programnamn> XML elements
without escapeXml(), the helper already used for other admin-controlled
fields in the same files. Wrap accordingly to prevent malformed XML if
a brand name contains XML reserved characters.

All admin-controlled inputs only — no user-exploitable path. Defense in
depth, not a known incident.

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

* fix(branding): security follow-up — lazy metadata, SRU/email header sanitization

Self-audit after the PR review surfaced four more concerns. Fixes them
with the same defense-in-depth posture as the prior review fixes.

1. app/layout.tsx — same eager-evaluation class as P1 support.ts. The
   module-level `const branding = getBranding()` froze branding before
   extensions registered, so extension-based overrides for title,
   description, themeColor, and apple-touch-icon silently never applied.
   - Convert to generateMetadata() / generateViewport() (lazy, run per
     request, see extension-registered overrides).
   - Inline getBranding() inside RootLayout for the apple-touch-icon
     href so it picks up overrides too.
   - Add ensureInitialized() at module level so extensions are loaded
     before the first metadata call. Mirrors the API route pattern.

2. app/manifest.ts — same class. The dynamic manifest function reads
   getBranding() per request, but if the manifest is requested before
   any other module has triggered ensureInitialized(), extensions are
   still unloaded. Add ensureInitialized() at module level.

3. lib/reports/ink2/sru-generator.ts — appName interpolated into the
   SRU `#PROGRAM` directive without sanitization. SRU's reserved char
   is `#` (directive marker) and CRLF injects new directives. Wrap in
   the existing sanitizeString() helper to match the pattern used for
   other admin-controlled fields in this file (#NAMN, #ADRESS, etc.).

4. extensions/general/email/lib/resend-service.ts — appName and the
   user-controlled fromName both flow into the From header. Resend's
   API does its own validation, but defense in depth: strip CRLF and
   angle brackets via a small sanitizeHeaderPart() helper before
   building the header string. fromName was a pre-existing surface;
   appName is new with this whitelabel work.

All four are admin-controlled inputs (env vars or extension code),
not user-exploitable. No known incidents — defense in depth, and
correctness for extension-based whitelabels.

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

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-29 16:32:26 +02:00
MattssonandClaude Opus 4.7 11621bb79f Feat/skv integration full (#284)
* feat: add script to import Skatteverket monthly tax tables as fallback TypeScript module

- Implemented a new script `import-tax-tables.ts` to parse fixed-width TXT tax tables from Skatteverket (SKV 434).
- The script generates a TypeScript module for emergency fallback when the Skatteverket open-data API is unavailable.
- Supports command-line argument for specifying the year and handles parsing of B-rows only.
- Outputs a structured TypeScript file containing tax data for specified years.

* feat: gate salary module behind dev-only flag

Temporarily disable the Lön module in production while the feature is
being completed. Sidebar entries ("Löner", "Anställda") still render but
are not clickable and show a "Kommer snart" badge. Middleware redirects
/salary* to / and returns 404 on /api/salary/* so the feature can't be
reached by direct URL. All gates check NODE_ENV === 'development' so
local dev keeps full access for continued development.

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

* feat: refactor bank file import wizard to streamline column mapping and enhance CSV handling

* fix: bump migration timestamp to avoid collision with logos_bucket

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

* feat: enhance AGI generation and salary entry calculations with improved status checks and error handling

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-20 21:03:23 +02:00
Mattsson 04dbb31d7e Salary module (#245)
* feat: implement salary module with personnummer encryption, salary entries, tax tables, and AGI tracking

- Added personnummer encryption and decryption functions for secure storage.
- Created salary entries handling for journal entries including gross salary, tax withholding, and employer contributions.
- Implemented tax table lookup functionality for calculating tax amounts based on monthly income.
- Developed SQL migration for salary module including tables for payroll configuration, tax rates, employees, salary runs, salary run employees, salary line items, and AGI declarations.
- Established row-level security policies for all new tables to ensure company-scoped access.

* feat: add salary calculation modules for 2026

- Implemented engångsskatt calculation for one-time payments with tax brackets.
- Added löneväxling functionality for salary sacrifice to pension, including employer savings and warnings.
- Created pain.001 generator for salary batch payments in compliance with Swedish banking standards.
- Developed PDF template for payslips, including detailed breakdowns and employer costs.
- Generated seed data for Swedish tax tables for 2026, including SQL insert statements.
- Implemented traktamente calculations for per diem and mileage allowances, adhering to Skatteverket regulations.
- Added seed script for populating tax tables in the database.

* feat: Update meal reduction percentages in traktamente calculation

fix: Remove obsolete seed script for 2026 tax tables

feat: Extend SalaryRunStatus type to include 'corrected' status

feat: Implement KU10 XML generation endpoint for annual employee income statements

feat: Add endpoint for creating corrections to booked salary runs

feat: Implement endpoint for sending payslip PDFs to employees

feat: Create KU10 XML generator for annual reporting

feat: Add salary transaction matcher for auto-linking bank transactions to salary entries

chore: Add database migration for salary correction support

* feat: replace select elements with custom Select component for employment and salary types

* feat: enhance salary calculations with pension entry and avgifter category support
2026-04-15 11:17:39 +02:00