Files
accounted/lib/bokslut/accruals/templates.ts
T
MattssonandClaude Opus 4.7 32d9978f1b Fix/chrome pdf preview csp (#572)
* feat: add option to exclude year-end closing entries in SIE export and related reports

* delete docs

* fix: allow Chrome's PDF viewer in verifikat document preview

The /api/documents/:id/inline route shipped with
`object-src 'none'` in its CSP, which blocked Chrome's built-in PDF
viewer (it renders inline PDFs via an internal <embed>). Users on
Chrome saw "Det här innehållet har blockerats" when expanding a PDF
attachment in the bookkeeping view; Firefox (PDF.js) and Edge (own
viewer) were unaffected, and JPGs worked because <img> isn't subject
to object-src.

Drops the CSP for this route to the minimum needed for embeddability:
`frame-ancestors 'self'`. X-Content-Type-Options: nosniff plus the
fixed Content-Type from the handler already block MIME confusion;
X-Frame-Options: SAMEORIGIN + frame-ancestors still block clickjacking.

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

* feat(auth): add webmail deep link to email confirmation screens

Mirrors Stripe's signup UX: after asking the user to verify their email,
detect their webmail provider from the domain and show a button that
opens the inbox in a new tab. Gmail gets a from:<sender> search
pre-populated; Outlook/Yahoo/iCloud/Proton open the inbox directly.
Unknown / custom domains fall back to the existing copy.

Sender address is configurable via NEXT_PUBLIC_BRANDING_AUTH_EMAIL_FROM
(default noreply@gnubok.se) so white-label installs can match their
Supabase Auth SMTP config.

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

* fix(auth): unblock first-time password set for BankID users with MFA

Supabase rejects updateUser({password}) and mfa.unenroll with "AAL2 session
is required" whenever a TOTP factor is enrolled. BankID magic-link logins
produce AAL1, and middleware skips MFA enforcement for bankid_linked users,
so they had no path to AAL2 — leaving them unable to set a backup password
or disable MFA without going through the email-recovery escape hatch.

- /api/account/password: branch on app_metadata.has_password. First-time set
  writes via service.auth.admin.updateUserById (no existing credential to
  protect, AAL2 guard does not apply). Change-password keeps the user-session
  updateUser so AAL2 still fires for credential rotation.
- /mfa/verify: accept a safeReturnTo query param and route there after
  successful verify, so step-up flows can land back where they came from.
- SecuritySettings: detect the AAL2 error from both change-password and
  mfa.unenroll and redirect through /mfa/verify?returnTo=/settings/account
  instead of toasting a dead-end error.

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

* Add tests and rounding utility for öre precision in bokslut calculations

- Implemented `roundOre` function for rounding SEK amounts to two decimal places, ensuring consistent monetary calculations.
- Introduced `ORE_TOLERANCE` constant for comparing rounded amounts, facilitating invariant checks in financial entries.
- Created comprehensive tests for `roundOre`, covering typical cases, edge cases, and idempotency.
- Added year-end invariants tests to verify database-level guarantees for closing entries, ensuring they balance to the öre and reject discrepancies.
- Developed end-to-end tests for the dispositions chain, validating the correctness of calculations across various scenarios.

* fix: update PDF rendering to remove Swish QR code generation and set default to disable Swish visibility

* fix: enhance security by rejecting data URIs in safeReturnTo function tests

* fix: improve rounding logic in roundOre function and add customer_type migration

* fix: add customer_type column to customers and enforce CHECK constraint

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-26 22:29:41 +02:00

164 lines
5.2 KiB
TypeScript

import type { AccrualProposal } from './types'
import {
proposeManualAccrued,
proposeManualPrepaid,
proposeRevenueDeferral,
proposeAccruedInterest,
proposeAccruedUtility,
} from './accrual-detector'
/**
* Pre-filled patterns the wizard offers as one-click templates. Each maps
* to one of the proposeManual* / proposeAccrued* helpers in
* accrual-detector.ts. The wizard renders these as "Lägg till" buttons.
*
* BAS account choices follow the standard 2026 chart:
* - 17xx förutbetalda kostnader (prepaid expenses, asset side)
* - 29xx upplupna kostnader (accrued expenses + förutbetalda intäkter)
* - 2970 förutbetalda intäkter (deferred revenue specifically)
*
* Adding a new template means: 1) extend this array, 2) add a wrapper in
* accrual-detector if needed, 3) the wizard picks it up automatically.
*/
export type PeriodiseringTemplateKind =
| 'prepaid_rent'
| 'prepaid_insurance'
| 'prepaid_subscription'
| 'deferred_revenue'
| 'accrued_interest_expense'
| 'accrued_utilities'
export interface PeriodiseringTemplate {
kind: PeriodiseringTemplateKind
/** Swedish label for the wizard card. */
name: string
/** One-sentence Swedish description / typical use case. */
hint: string
/** Engine that builds the AccrualProposal. */
side: 'prepaid' | 'accrued' | 'deferred_revenue' | 'accrued_interest' | 'accrued_utility'
/** Default BAS accounts pre-filled in the form. */
prepaid_account?: string
expense_account?: string
deferred_account?: string
revenue_account?: string
accrued_account?: string
}
export const PERIODISERING_TEMPLATES: PeriodiseringTemplate[] = [
{
kind: 'prepaid_rent',
name: 'Förutbetald hyra',
hint: 'Hyra som löper över årsskiftet (t.ex. lokalhyra för januari betald i december).',
side: 'prepaid',
prepaid_account: '1710',
expense_account: '5010',
},
{
kind: 'prepaid_insurance',
name: 'Förutbetald försäkring',
hint: 'Försäkringspremie för kommande räkenskapsår, betald i förskott.',
side: 'prepaid',
prepaid_account: '1710',
expense_account: '6310',
},
{
kind: 'prepaid_subscription',
name: 'Förutbetald prenumeration',
hint: 'Mjukvara, licens eller medlemskap som löper över årsskiftet.',
side: 'prepaid',
prepaid_account: '1710',
expense_account: '5800',
},
{
kind: 'deferred_revenue',
name: 'Förutbetald intäkt',
hint: 'Kund har betalat för en tjänst eller prenumeration som avser nästa räkenskapsår.',
side: 'deferred_revenue',
deferred_account: '2970',
revenue_account: '3000',
},
{
kind: 'accrued_interest_expense',
name: 'Upplupen ränta',
hint: 'Räntekostnad som löpt under perioden men ännu inte fakturerats av banken.',
side: 'accrued_interest',
accrued_account: '2940',
expense_account: '8410',
},
{
kind: 'accrued_utilities',
name: 'Upplupna förbrukningar',
hint: 'El, vatten, sophämtning eller bredband — kostnaden har uppstått men fakturan dröjer.',
side: 'accrued_utility',
accrued_account: '2990',
expense_account: '5020',
},
]
export interface TemplateApplyParams {
amount: number
description: string
closingDate: string
/** Caller-overridable account numbers. Falls back to template defaults. */
prepaidAccount?: string
expenseAccount?: string
deferredAccount?: string
revenueAccount?: string
accruedAccount?: string
}
/**
* Build an AccrualProposal from a template + caller-supplied amount/desc.
* Throws if the template kind is unknown or the resulting accounts violate
* the 17xx/29xx range checks in the underlying engine functions.
*/
export function applyTemplate(
template: PeriodiseringTemplate,
params: TemplateApplyParams,
): AccrualProposal | null {
const { amount, description, closingDate } = params
switch (template.side) {
case 'prepaid':
return proposeManualPrepaid({
amount,
description,
closingDate,
prepaidAccount: params.prepaidAccount ?? template.prepaid_account!,
expenseAccount: params.expenseAccount ?? template.expense_account!,
})
case 'accrued':
return proposeManualAccrued({
amount,
description,
closingDate,
accruedAccount: params.accruedAccount ?? template.accrued_account!,
expenseAccount: params.expenseAccount ?? template.expense_account!,
})
case 'deferred_revenue':
return proposeRevenueDeferral({
amount,
description,
closingDate,
deferredAccount: params.deferredAccount ?? template.deferred_account!,
revenueAccount: params.revenueAccount ?? template.revenue_account!,
})
case 'accrued_interest':
return proposeAccruedInterest({
amount,
description,
closingDate,
accruedAccount: params.accruedAccount ?? template.accrued_account!,
expenseAccount: params.expenseAccount ?? template.expense_account!,
})
case 'accrued_utility':
return proposeAccruedUtility({
amount,
description,
closingDate,
accruedAccount: params.accruedAccount ?? template.accrued_account!,
expenseAccount: params.expenseAccount ?? template.expense_account!,
})
}
}