Files
accounted/components/agent/AgentTrigger.tsx
T
Jakob WennbergandClaude Opus 4.8 4f0a7b1db0 feat(entitlements): per-company capability paywall — gate, trial seeding, UI upsells, Stripe checkout (#815)
* feat(entitlements): capability-grant gate substrate (paywall + modularity)

Two-axis capability primitive behind the SaaS paywall and the per-tenant
modularity/marketplace vision:
- migration: capability_grants (entitlement axis, polymorphic company/firm
  scope), company_capability_config (enablement axis), metered_events
  (append-only), company_has_capability() RPC reusing the 20260619130100
  tenant guard; SELECT-only RLS (writes service-role only, no self-grant).
- lib/entitlements: hasCapability/requireCapability gate (mirrors guardSandbox,
  fail-closed, NEXT_PUBLIC_SELF_HOSTED bypass), capability key namespace,
  metering helper.
- unit (11) + pg-real tests (RPC/RLS/tenant-guard incl. no-self-grant).

Gate not yet wired into call sites (follow-up commit). Paid keys:
ai, bank_sync, skatteverket, email_send.

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

* feat(entitlements): enforce capability gate at paid external-service chokepoints

Wire the gate into the paid surfaces (keys: ai, email_send, bank_sync, skatteverket):
- AI routes (agent invoke/composer/onboarding stream): requireCapability(ai)
- Invoice send (web + v1): requireCapability(email_send)
- document-extraction event handler: skip Bedrock extract if ai not entitled
- enable-banking + skatteverket crons: per-company hasCapability skip in loop
- colocated send-route test mocks updated (requireCapability -> null)

Free per founder decision: TIC org lookup, VIES VAT validation, FX auto-fetch,
cloud backup, BankID login, all internal bookkeeping.

DEPLOY ORDER: fail-closed by design — do NOT deploy before trial/comp grant
seeding lands, or companies without grants lose these features. Seeding +
Stripe checkout/webhook are the next steps.

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

* feat(entitlements): seed trial + comp capability grants

Makes the fail-closed gate safely deployable — nobody is locked out at cutover:
- AFTER INSERT trigger on companies grants every NEW company a 30-day trial on
  the PAID keys (ai, bank_sync, skatteverket, email_send), on ALL creation paths
  (RPC/MCP/direct) — so a new signup can use onboarding AI immediately.
- one-time backfill for EXISTING companies: created <=2026-06-07 -> trial ends
  2026-07-07; created later -> created_at + 30 days.
- permanent comp grants for Arcim/Mattsson (matched by name, no hardcoded UUIDs).
- pg tests: clearGrants() for controlled resolver tests + trigger coverage.

Trigger fn is SECURITY DEFINER so it writes grants regardless of caller RLS
(table has no INSERT policy for authenticated — no self-grant).

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

* feat(entitlements): client capability visibility + billing page

Non-payers get a clean upsell instead of broken/empty features:
- CompanyContext gains capabilities[] + useCapability(key); resolved once
  server-side in the dashboard layout via getCompanyCapabilities (batched, 2
  queries), all three provider branches wired.
- /settings/billing upgrade page — the destination upsells point to (Stripe
  Payment Link via NEXT_PUBLIC_STRIPE_PAYMENT_LINK; degrades to 'coming soon'
  until automated checkout lands).
- ChatEmptyState: non-payer sees an Uppgradera CTA (mirrors the sandbox state).
- SendInvoiceDialog: email send disabled + upsell note when email_send missing
  (extends the existing sandbox-disable pattern).

Fast-follow: chat input/FAB + document-inbox empty state + bank/skatteverket/
AI-suggest buttons + a shared capability_blocked->toast backstop.

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

* feat(entitlements): gate remaining paid UI surfaces with upsell (fast-follow)

disable-with-upsell across the rest of the paid surfaces (keys: bank_sync, skatteverket, ai):
- BankSyncNowButton: sync/reconnect disabled + note when !bank_sync (CSV/SIE stays free)
- AGIPanel: AGI submit-to-Skatteverket disabled + note when !skatteverket
- SkatteverketConnectPanel: BankID connect/reconnect disabled + upsell
- ApprovalCard: AI re-propose (correction) gated; manual approve/reject stay free
- InvoiceInboxWorkspace: upsell when extraction empty AND !ai (deterministic parse + manual entry unaffected)
- AgentTrigger FAB: routes to /settings/billing when !ai (no dead chat)
- settings nav: 'Abonnemang'/'Subscription' link to /settings/billing (sv/en)

TaxPaymentPanel + TransactionInboxCard intentionally untouched — only local/
deterministic actions there, nothing paid+external to gate.

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

* feat(entitlements): automated Stripe subscription checkout + webhook

Self-serve revenue wired to the same capability-grant primitive:
- migration: company_subscriptions (company<->Stripe link/status) + stripe_webhook_events (idempotency)
- lib/stripe: getStripe singleton, plan->price mapping, subscription-sync (statusGrantsAccess / subscriptionToState / applySubscriptionState / handleStripeEvent). Active sub -> upsert source='stripe' grants for PAID keys (expiry = period_end + 3d grace); canceled/unpaid -> remove ONLY stripe grants (freeze-and-retain).
- routes: POST /api/billing/checkout (hosted subscription Checkout, company_id metadata), POST /api/billing/portal (Customer Portal), POST /api/stripe/webhook (raw-body signature verify, event-id dedup; handles checkout.session.completed + customer.subscription.*)
- billing page: real plan-toggle Checkout CTA / manage-subscription portal, gated on isStripeConfigured()
- adds stripe@22; unit tests for sync logic

Provisioning is webhook-driven (never trusts the success redirect). Needs env: STRIPE_SECRET_KEY, STRIPE_WEBHOOK_SECRET, STRIPE_PRICE_MONTHLY, STRIPE_PRICE_YEARLY.

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

* fix(entitlements): validate UUIDs in capability filter + log webhook errors

Addresses PR review (Superagent Security / PR Agent):
- has-capability.ts: validate companyId/teamId as UUIDs before interpolating into the PostgREST .or() filter (fail-closed) — removes the latent injection vector flagged in the entitlement gate. Unit tests updated to use UUIDs.
- stripe/webhook: log processing failures with event id + type before the generic 500, so a failing webhook is visible to operators.

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

* fix(salary): always-free AGI XML download for manual filing; only direct API submit is paid

Per founder decision on the swedish-compliance-review finding: AGI is a mandatory statutory filing, so producing/downloading the AGI XML must never be paywalled. Adds a free 'Ladda ner AGI-fil' button (generates + downloads the XML for manual upload to Skatteverket's e-service) on all tiers; the gated 'Skicka in underlag' stays the paid convenience (direct API submission — which also requires the paid BankID connection). Upsell reworded to point to the manual path.

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

* fix(entitlements): harden comp-grant match after prod verification

Verified Arcim/Mattsson in prod (pwxtzglxptnnvjrpixpg): the name match was case-sensitive (missed the active 'Arcim technology AB' lowercase variant) and would have granted 3 archived dupes. Now match by org_number (5595386219 / 5595719864) OR case-insensitive name, active companies only — hits exactly the 3 active comp companies, excludes archived dupes and the unrelated 'Amnäs Mattsson, Emil' enskild firma.

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

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-29 15:56:19 +02:00

91 lines
4.1 KiB
TypeScript

'use client'
import { useAgentSheet } from './AgentSheetProvider'
import { usePathname, useRouter } from 'next/navigation'
import AgentAvatar from './AgentAvatar'
import { routeToIntent } from '@/lib/agent/intents/route-mapping'
import { useCapability } from '@/contexts/CompanyContext'
import { CAPABILITY } from '@/lib/entitlements/keys'
// Floating trigger sits above the page bottom-right, opens the AgentSheet when
// clicked. Hidden when the sheet is already open so the icon doesn't double up.
//
// Route-aware: routeToIntent(pathname) picks the right intent + intentArgs so
// clicking the FAB on /invoices/abc-123 opens invoice.draft with that invoice
// id (rather than the page-agnostic general.help with just the URL). The
// label suffix renders "Fråga Anna om denna faktura" so the user can tell at
// a glance that the agent is going to know which entity they're on.
//
// Reads the agent's display_name + avatar_id from the AgentSheet context so
// the button reads "Fråga Anna" (with Anna's face) rather than the generic
// "Fråga min assistent".
//
// Page-specific triggers (e.g. "Granska med assistent" on a supplier invoice)
// still call useAgentSheet() directly from their own buttons because they
// know exactly which entity to pass. (Per-transaction help is reached from
// Dokumentinkorgen, not a transactions-page row button.)
export default function AgentTrigger() {
const { openAgentSheet, isOpen, identity } = useAgentSheet()
const pathname = usePathname()
const router = useRouter()
const hasAi = useCapability(CAPABILITY.ai)
if (isOpen) return null
// The /chat surface IS the chat — a floating "Fråga …" pill on top of it
// is redundant and overlaps the input. Suppress while the user is here.
if (pathname?.startsWith('/chat')) return null
// The verifikation editor is a dense regulatory surface (debits/credits,
// BAS codes, period locks) — a floating "Fråga … om denna verifikation"
// pill on top of it adds noise without earning its place. Suppress on
// /bookkeeping/[id] specifically; /bookkeeping (list), /bookkeeping/new,
// and /bookkeeping/year-end still get the FAB.
{
const segs = pathname?.split('/').filter(Boolean) ?? []
if (segs[0] === 'bookkeeping' && segs[1] && segs[1] !== 'year-end' && segs[1] !== 'new') {
return null
}
}
// Pre-onboarding: no agent_profile.verified_at yet. The FAB would lead
// into a generic chat with no specialization. Better to hide it until
// the user has finished /onboarding/agent.
if (!identity.isVerified) return null
const name = identity.displayName?.trim() || 'min assistent'
const dispatch = routeToIntent(pathname)
// AI assistant runs on a paid cloud service. Without the capability, opening
// the sheet would land the user in a chat whose send is dead. Keep the FAB
// visible (it's the conversion surface) but route it to billing instead.
const labelText = !hasAi
? `Uppgradera för att använda ${name}`
: dispatch.labelSuffix
? `Fråga ${name} ${dispatch.labelSuffix}`
: `Fråga ${name}`
return (
<button
onClick={() =>
!hasAi
? router.push('/settings/billing')
: openAgentSheet({
intentId: dispatch.intentId,
intentArgs: dispatch.intentArgs,
contextRef: dispatch.contextRef,
})
}
// Mobile: sit above the bottom nav (h-16 = 64px) AND the iOS home
// indicator (env(safe-area-inset-bottom)). Desktop: standard 20px lift,
// no mobile nav to worry about.
className="fixed right-4 z-30 flex h-12 max-w-[calc(100vw-2rem)] items-center gap-2 rounded-full bg-foreground pl-2 pr-4 text-background shadow-lg hover:bg-foreground/90 transition-colors duration-150 focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring focus-visible:ring-offset-2 bottom-[calc(env(safe-area-inset-bottom,0px)+5rem)] md:bottom-4"
aria-label={labelText}
>
<AgentAvatar
avatarId={identity.avatarId}
size="sm"
className="ring-2 ring-background/20 shrink-0"
alt={name}
/>
<span className="text-sm font-medium truncate">{labelText}</span>
</button>
)
}