Commit Graph
5 Commits
Author SHA1 Message Date
MattssonandClaude Fable 5 d840257c0c Add/stripe connect transactions (#1139)
* fix(mcp-oauth): allow ChatGPT connector callbacks and resume OAuth after login

Add chatgpt.com/connector/oauth/* (per-instance) and the legacy
chatgpt.com/connector_platform_oauth_redirect to the built-in OAuth
redirect allowlist so ChatGPT MCP connectors can register and authorize.

Fix the login page dropping the ?next= destination: an OAuth-initiated
visit that required login previously ended on the dashboard and the
connection flow silently died. Login now resumes to the sanitized next
path (hard navigation, since the consent page is route-handler HTML),
carries it through the MFA step-up as returnTo, and /mfa/verify
hard-navigates for /api/ destinations.

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

* fix(transactions): dedup incoming feed rows against booked hand-entered twins

Users who bookkeep via MCP/chat first and connect their bank afterwards got
the same movement twice: the synced row's external_id lives in a different
namespace, the free-form manual title never text-bridges the bank's raw
string, and the cross-channel mirror deliberately excluded manual/mcp rows.

Extend the mirror with a booked-hand-entered track: an incoming feed row is
skipped when a BOOKED manual/mcp row shares its (date, ore) bucket count-
symmetrically. Gates beyond the feed-vs-feed mirror: stored row must be
booked (staged rows never consume an import), currencies must not contradict
(bucket key is date+ore only), the cash-account guard applies to the count
exactly as to consumption, and symmetry uses the Layer-1-unmatched incoming
count so an already-stored row cannot inflate it. Consumption stamps the
batch cash_account_id onto an account-unbound hand row, so one hand row can
never consume feed rows on other accounts in later syncs.

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

* feat(bookkeeping): inline verifikat rattelse (strike lines + text/date edit)

Second sanctioned correction track under BFL 5 kap 5/9 pp, Fortnox-style:
strike lines inside a posted verifikat with replacements in the same
voucher, and correct description/entry_date without an andringsverifikat.
Envelope: posted entries, open unlocked periods, company lock date,
same-period date moves, structural/FX/doc-linked lines excluded, and a
reconciliation guard preserving per-account net on bank/reskontra sides of
externally linked entries. Every rattelse writes an immutable who/when row
(journal_entry_rattelse_log, WORM, archived as rakenskapsinformation) and
struck originals render struck-through in the verifikat; list rows and the
detail header carry a Rattad marker. CLAUDE.md hard rule 1 and the
swedish-accounting-compliance skill are amended to state the two-track
rule. Staging carries the DDL; prod gets it on merge.

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

* feat: live saldo in booking form, prior-year window comparison, hideable assistant FAB

- Manual journal entry: saldo column now shows before -> after computed
  from the typed debit/credit amounts (direction feedback while booking)
- Resultatrapport: a narrowed date range now compares against the same
  window shifted one year back (#862), merged across fiscal periods for
  brutet rakenskapsar; P&L rows report window activity instead of
  rolled-forward YTD closing
- Assistant FAB: per-user hide toggle (user_preferences.hide_assistant_fab,
  settings > assistant), sidebar entry unaffected; collapsed sessions keep
  their reopen handle

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

* feat(stripe): sync balance transactions as a bank feed on 1686

Import the connected Stripe balance into the transactions inbox, opt-in
per connection (transaction_sync_enabled on stripe_connections):

- Balance transactions map to feed rows with the two-row gross+fee split
  and frozen external_id formats (stripe_{acct}_{txn} / _fee), dated on
  created, bound to a provisioned "Stripe-saldo" cash account on 1686 so
  booking settles against the clearing account by construction.
- Double-booking protection: settled payment-link charges import
  pre-linked to their settlement entry; payout rows import pre-linked to
  the payout entry; processPayoutPaidEvent claims the payout's fee rows
  at booking time (linkPayoutFeedRows, idempotent from both directions).
- Cursor last_balance_txn_synced_at with 24h overlap; first run
  backfills 90 days floored at the day after the company lock date.
- Nightly cron /api/extensions/stripe/transactions/cron (03:30),
  transaction-sync toggle route, "Synka nu" covers both feeds, settings
  panel toggle with last-synced/backfill note, sv+en strings.
- Migration 20260723200000 (applied to staging).

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

* fix(transactions): offer match-to-voucher on unbooked history rows

Unbooked transactions with is_business already set (e.g. left behind when
a voucher was removed without a full uncategorize) land in the history
list instead of the inbox, where the match-against-existing-voucher
action did not exist, leaving them with no path back to voucher
matching. Add the same menu item to the history list for unbooked rows.

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

* feat(transactions): enhance ownership checks and error handling in journal entry routes

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-24 01:16:20 +02:00
Jakob WennbergandClaude Fable 5 bfd5b42eb1 feat(settings): open Assistenten on Kunskap with the konteringskarta first (#1044)
The Assistenten settings hub used to open on Minne, with the
konteringskarta buried two clicks away (Kunskap tab, below a second
nested tab row). Now /settings/assistant opens on Kunskap and the
LedgerGraph hero is the first thing on screen.

- Kunskap is the default view and first tab; Minne moves to ?view=memory
  (old ?view=knowledge links still resolve to the default)
- Drop the nested Kompetens/Minne/Regler & profil tab row inside the
  Kunskap view: Kompetens and Minne duplicated the top-level tabs one
  row above; Regler & profil now renders inline under the graph with a
  section header (KnowledgeTabs.tsx deleted)
- Restore vertical rhythm (space-y-8) between the hero, detail section
  and footer, lost when the view moved into the settings tabs
- Update redirects and memory deep links (/settings/agent-memory,
  AgentChat memory chips, FactsCard manage link) to ?view=memory
- Match the loading skeleton to the new layout

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-17 13:43:57 +02:00
Jakob WennbergandClaude Fable 5 dcd33997b7 feat(agent): move 'Vad din agent vet' into settings (Assistenten -> Kunskap) (#1008)
Relocates the ledger-knowledge surface off the top nav and into the
assistant settings hub as a third tab (Minne / Kompetens / Kunskap), per
the code's own "minne + kunskap under Assistenten" intent and the #935
flag that this was an easy call to change.

Because both settings surfaces (the full-page rail and the intercepting
settings modal) mount each section as a propless component via
SETTINGS_SECTIONS, the knowledge data must be fetched client-side rather
than passed as a server prop:

- New GET /api/agent/knowledge aggregates buildLedgerContext +
  buildDeepEntities + buildAgentCompetence + company name (read-only,
  company-scoped via withRouteContext).
- AgentKnowledgeView + AgentCompetenceSections converted from async
  server components to client components (getTranslations ->
  useTranslations; no other server-only usage).
- New AgentKnowledgePanel client wrapper lazy-fetches the payload when
  the Kunskap tab opens (Radix unmounts inactive tabs), with Skeleton and
  error states matching the memory/skills panels.
- Removed the Brain/agent-knowledge entry (and its now-unused import)
  from the Analys nav group.
- /agent-knowledge kept as a redirect to /settings/assistant?view=knowledge
  so old links/bookmarks resolve.

Tests: new route test (auth 401, no-company 400, happy-path aggregation).
i18n: load_error_* keys added to both locales (parity kept).

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-12 22:21:08 +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 ff01640f60 feat(reports,settings): report library + focused report routes, settings modal (#629)
* feat(reports,settings): report library + focused report routes, settings modal

Reports
- Replace the monolithic /reports tab-switcher with a calm, grouped report
  library landing (ReportLibrary + RecentReportsShelf) driven by a new
  lib/reports/catalog.ts.
- Each report opens a focused /reports/[slug] route (FocusedReport) with a
  shared fiscal-year selector, optional date-range, and URL-based account
  drill-down into the general ledger.
- Extract every report view into components/reports/views, add a reusable
  ReportExportMenu, and remove the old ReportsNav.

Settings
- Add an intercepting @settingsModal parallel route so in-app navigation to
  /settings opens as a modal over the current page; hard loads still resolve
  to the full page.
- Share one SettingsShell (rail + content) between page and modal, extract each
  section into components/settings/sections/*Content, add a settings hotkey and
  command-palette entry, and remove the old SettingsSidebar.

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

* fix(reports,settings): remove dead salary-journal entry, fix border token

Addresses PR review feedback (#629):

- Remove the unreachable `salary-journal` report from the catalog. It had
  needsEmployees + no route + no FocusedView handler and `hasEmployees` was
  never plumbed through, so it never appeared in the library and a direct
  /reports/salary-journal URL rendered a blank frame. The report was never on
  the old page and has no view component; the API + generator stay in place for
  a proper follow-up. Drops its two now-unused i18n keys.

- Replace opacity-suffixed `border-border/8` section dividers with full-opacity
  `border-border` across the extracted settings section components, per the
  design system (no opacity-suffixed border tokens on surfaces).

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

* ci: re-trigger checks (pg-real hit a Docker Hub registry timeout)

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 14:50:50 +02:00