* fix(enable-banking): pin Mobile BankID (decoupled) auth_method so Handelsbanken corporate connects We never sent auth_method to Enable Banking, so it fell back to the ASPSP's visible default — REDIRECT for Handelsbanken. For Handelsbanken *corporate* PSUs the redirect flow does not support Mobile BankID, so authorization failed right after the user approved in the BankID app. Mobile BankID at Handelsbanken is a DECOUPLED method flagged hidden_method=true, which Enable Banking only uses when requested explicitly. Resolve the bank's preferred auth method before /auth: query the ASPSP's auth_methods and pick the DECOUPLED (Mobile BankID) method when present, otherwise leave auth_method unset so banks that already work are untouched. The method name is read dynamically per psu_type, so it is robust across sandbox/production naming. - api-client: add approach/hidden_method to AuthMethod, fix ASPSP.auth_methods field name (was available_auth_methods, never populated), add getPreferredAuthMethod(), thread optional authMethod through startAuthorization - index: resolve authMethod in /connect and pass it on both fresh + reconnect - tests: cover method selection and request-body shaping Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * refactor(invoice-inbox): clean up bulk-selection toolbar UI Redesign the selection toolbar shown when inbox items are checked: one solid primary "Bokför valda" button with outlined secondary actions ("Fråga assistenten", "Ta bort") and a plain selection count. Removes the redundant "Avmarkera" button (users uncheck the still-visible box), fixes label clipping, and gives the toolbar more breathing room. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * chore(entitlements): bypass paywall in local development Add isPaywallBypassed() so all gated capabilities are testable locally without a subscription. Fires only on NODE_ENV=development (npm run dev) or an explicit DISABLE_PAYWALL=true escape hatch — production builds run under NODE_ENV=production and the entitlement suite runs under 'test', so both keep exercising the real gate. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(tic): resolve enskild firma bolagsuppgifter via 12-digit personnummer TIC's Lens search is fuzzy and only resolves an enskild firma from the 12-digit (century-prefixed) personnummer; a 10-digit form fuzzy-matched an unrelated entity. Expand personnummer to 12 digits before querying and reject hits whose registration number is unrelated to the request. Add a "Hämta" action to the settings Bolagsuppgifter panel to (re)fetch on demand. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * feat(transactions): implement categorize core for bank transaction categorization - Added `categorize-core.ts` to handle categorization of bank transactions, supporting single and bulk operations. - Introduced `categorizeMatchedTransaction` and `bulkBookMatchedInboxItems` functions for transaction processing. - Implemented fiscal period validation and duplicate booking detection. - Enhanced logging and error handling for transaction categorization. feat(scripts): add diagnostic script for Handelsbanken ASPSP metadata - Created `check-handelsbanken-aspsp.mjs` to fetch and display available authentication methods for Handelsbanken. - Outputs metadata for business and personal PSU types, including default authentication methods. fix(migrations): increase statement timeout for SIE bulk delete operations - Updated `20260629160000_sie_bulk_delete_statement_timeout.sql` to set a longer statement timeout for bulk delete RPCs to prevent cancellations during large imports. feat(migrations): add bulk book inbox items to pending operations - Expanded `pending_operations` table to include `bulk_book_inbox_items` operation type in `20260630120000_pending_operations_add_bulk_book_inbox_items.sql`. - Supports bulk booking of matched inbox items against bank transactions. test(pg): add tests for replace_period_opening_balance_link RPC - Implemented tests in `replace-period-opening-balance-link.pg.test.ts` to validate the functionality of the opening-balance correction flow. - Ensured immutability of opening balance links and proper handling of posted vs. non-posted entries. * fix(sie-export): update journal entries and lines handling in SIE export tests * fix(migrations): resolve version collision on 20260629160000 The SIE bulk-delete statement_timeout migration shared version 20260629160000 with journal_entries_list_series_filter (merged from main via #798/#823), causing a schema_migrations_pkey duplicate key error on apply. Rename the branch's migration to 20260629160100. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(compliance): resolve compliance-swarm + review findings - opening-balance/correct: compensating rollback for the non-atomic storno+rebook so a mid-sequence failure never leaves two posted OB entries (ASVS V2.3); durable audit event on every failure path (V16); reference the original verifikationsnummer in the corrected entry per BFL 5 kap 5§; document that requireWrite already enforces write-role + membership (V8.2.1 was a false positive) - reports sources routes: validate the cursor date component as ISO (/^\d{4}-\d{2}-\d{2}$/) before use, 400 on malformed (ASVS V1.2), applied to both the VAT-declaration and trial-balance routes - AgentSessionList: await the rename PATCH, revert the optimistic title and toast on failure (ASVS V4.5) - bank booking: exclude same-batch siblings from the booking-time duplicate guard so bulk-booking distinct same-(date,amount) transactions no longer false-positives; pre-existing duplicate detection is preserved - BulkBookInboxDialog: drop the unsafe currency-based reverse_charge default, add an omvänd skattskyldighet advisory, and type VAT options to the backend VatTreatment union - OpeningBalanceRowEditor: hold onChange in a ref (synced in effect, not during render) so an unstable callback can't cause a render loop Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
325 lines
13 KiB
TypeScript
325 lines
13 KiB
TypeScript
import type {
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TICCompanyResponse,
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TICCompanyDocument,
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TICBankgirot,
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TICIndustryCode,
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TICEmail,
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TICPhone,
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TICCompanyPurpose,
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TICDocument,
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TICFiscalYear,
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TICAccountingPeriod,
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TICPayrollSummary,
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TICSignatory,
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TICRepresentatives,
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TICCompanyStatusEntry,
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TICBeneficialOwnerResponse,
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} from './tic-types'
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import { TICAPIError } from './tic-types'
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const TIC_API_TIMEOUT = 15_000
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// In-process TTL cache for proxy responses. Onboarding currently fires the
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// same org-number lookup 2–3 times in <2 s (server prefetch + client
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// useEffect + duplicate-check) and the agent build re-fetches /profile data
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// minutes later. The TIC budget (3000/mo Lens calls) can't absorb the
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// duplication. 5 min is long enough to collapse a full onboarding flow into
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// one upstream hit and short enough that stale data never matters (TIC
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// data changes on Bolagsverket filing cycles measured in days).
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const CACHE_TTL_MS = 5 * 60_000
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const CACHE_MAX_ENTRIES = 500
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interface CacheEntry {
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expiresAt: number
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value: unknown
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}
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const proxyCache = new Map<string, CacheEntry>()
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function cacheGet<T>(key: string): T | undefined {
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const entry = proxyCache.get(key)
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if (!entry) return undefined
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if (entry.expiresAt < Date.now()) {
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proxyCache.delete(key)
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return undefined
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}
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return entry.value as T
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}
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function cacheSet(key: string, value: unknown): void {
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if (proxyCache.size >= CACHE_MAX_ENTRIES) {
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// LRU-ish eviction: drop the oldest 10% so we never grow unbounded.
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const drop = Math.max(1, Math.floor(CACHE_MAX_ENTRIES / 10))
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const keys = Array.from(proxyCache.keys()).slice(0, drop)
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for (const k of keys) proxyCache.delete(k)
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}
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proxyCache.set(key, { expiresAt: Date.now() + CACHE_TTL_MS, value })
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}
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// Test-only: flush the in-process cache so per-test fixtures don't bleed
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// across cases. Not used by production code.
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export function __resetTicCacheForTest(): void {
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proxyCache.clear()
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}
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/**
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* Generic TIC API fetch helper.
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*
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* Routes through the proxy at TIC_API_PROXY_URL (no API key needed in this
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* codebase). The proxy targets `lens-api.tic.io` (v2 "Lens API") and adds
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* `x-api-key` server-side. v1 (`api.tic.io`) is retired — all paths below
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* are Lens paths (no `/datasets/` prefix, `id` instead of `companyId`).
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*/
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export async function ticApiFetch<T>(endpoint: string): Promise<T | null> {
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const proxyUrl = process.env.TIC_API_PROXY_URL
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if (!proxyUrl) {
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throw new TICAPIError('TIC_API_PROXY_URL is not configured', undefined, 'NOT_CONFIGURED')
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}
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// Check the in-process cache first. The cache key is the endpoint (which
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// includes the org-number / company-id) so each unique upstream call is
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// memoized; 404 responses are cached as `null` deliberately so a typo'd
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// org-number doesn't re-spend a call on every keystroke.
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const cached = cacheGet<T | null>(endpoint)
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if (cached !== undefined) {
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return cached
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}
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const url = `${proxyUrl}?endpoint=${encodeURIComponent(endpoint)}`
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try {
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const response = await fetch(url, {
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headers: { Accept: 'application/json' },
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signal: AbortSignal.timeout(TIC_API_TIMEOUT),
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})
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if (response.status === 404) {
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cacheSet(endpoint, null)
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return null
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}
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if (response.status === 429) {
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// Do NOT cache rate-limit responses — the next call after the window
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// resets should be allowed through.
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throw new TICAPIError('Rate limit exceeded', 429, 'RATE_LIMIT_EXCEEDED')
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}
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if (!response.ok) {
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throw new TICAPIError(`TIC API error: ${response.statusText}`, response.status)
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}
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const body = await response.json()
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cacheSet(endpoint, body)
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return body
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} catch (error: unknown) {
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if (error instanceof Error && (error.name === 'TimeoutError' || error.name === 'AbortError')) {
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throw new TICAPIError('Request timeout', undefined, 'TIMEOUT')
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}
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if (error instanceof TICAPIError) {
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throw error
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}
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const message = error instanceof Error ? error.message : String(error)
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throw new TICAPIError(`Failed to fetch from TIC: ${message}`)
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}
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}
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/**
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* Expand a 10-digit personnummer to the 12-digit (century-prefixed) form that
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* Lens requires to resolve an enskild firma. Lens stores a sole trader under a
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* 16-digit registration number derived from the 12-digit personnummer; the bare
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* 10-digit form only ever fuzzy-matches, which is how a personnummer once
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* resolved to an unrelated foundation.
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*
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* Detection is unambiguous: a Swedish organisationsnummer always has a 3rd digit
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* >= 2, whereas a personnummer's 3rd+4th digits are the birth month (01-12). So
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* a 10-digit number whose 3rd digit is 0/1 and whose month reads 01-12 is a
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* personnummer and gets the century prefix; AB / förening / handelsbolag numbers
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* pass through untouched. Century (19 vs 20) uses the same heuristic as
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* `formatRedovisare`: a two-digit year greater than the current one is 1900s.
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*/
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function toLensQueryNumber(cleaned: string): string {
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if (!/^\d{10}$/.test(cleaned)) return cleaned
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const month = parseInt(cleaned.substring(2, 4), 10)
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const isPersonnummer = cleaned[2] <= '1' && month >= 1 && month <= 12
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if (!isPersonnummer) return cleaned
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const yearDigits = parseInt(cleaned.substring(0, 2), 10)
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const currentTwoDigitYear = new Date().getFullYear() % 100
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const prefix = yearDigits > currentTwoDigitYear ? '19' : '20'
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return `${prefix}${cleaned}`
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}
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/**
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* Search for a company by org number. Returns the matching document or null.
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*
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* TIC v2 is a Typesense index and `query_by=registrationNumber` is a
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* typo-tolerant full-text search: it returns ranked *near-misses*, not only
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* exact hits. An identifier that isn't in the index therefore comes back as
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* the closest lookalike number — a completely unrelated entity (this is how
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* an enskild firma's personnummer once resolved to a random foundation).
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*
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* We validate the returned `registrationNumber` against the requested number
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* before accepting a hit. The check is *containment*, not strict equality,
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* because Lens stores an enskild firma under a 16-digit registration number
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* that embeds the 10-digit personnummer (e.g. request `0201173275` →
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* Lens `2002011732750001`). Requiring exact equality would wrongly reject
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* every correctly-resolved sole trader. A genuine mismatch (Björn's case)
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* has neither number containing the other, so it is still discarded and the
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* caller sees a clean "not found" instead of a stranger's company.
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*
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* The upstream request is intentionally unchanged — the fuzzy `q=` call is
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* what every working lookup already uses; we only tighten which hit we accept.
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*/
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export async function searchCompanyByOrgNumber(
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orgNumber: string
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): Promise<TICCompanyDocument | null> {
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const cleaned = orgNumber.replace(/[\s-]/g, '')
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const data = await ticApiFetch<TICCompanyResponse>(
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`/search-public/companies?q=${toLensQueryNumber(cleaned)}&query_by=registrationNumber`
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)
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if (!data || data.found === 0 || !data.hits?.length) {
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return null
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}
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// A real match either equals the requested number or embeds it (16-digit
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// enskild-firma number containing the 10-digit personnummer). Guard the
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// containment branch with a length floor so a short/garbage query can't
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// coincidentally substring-match an unrelated number — all real Swedish
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// identifiers are >= 10 digits.
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const numbersRelated = (returned: string): boolean => {
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if (returned === cleaned) return true
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if (cleaned.length < 10 || returned.length < 10) return false
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return returned.includes(cleaned) || cleaned.includes(returned)
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}
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const match = data.hits.find((hit) => {
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const returned = hit.document?.registrationNumber?.replace(/[\s-]/g, '') ?? ''
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return returned.length > 0 && numbersRelated(returned)
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})
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return match?.document ?? null
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}
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/**
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* Get bank accounts for a company. v2 narrows this endpoint to Bankgirot
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* numbers only (returns `Bankgironumber_Dto[]`); v1's IBAN / plusgiro
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* coverage is no longer available from this path.
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*/
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export async function getBankAccounts(companyId: number): Promise<TICBankgirot[] | null> {
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return ticApiFetch<TICBankgirot[]>(`/companies/${companyId}/bank-accounts`)
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}
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/**
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* Get industry codes for a company. v2 returns a discriminated array
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* (`CompanyIndustryCode_Dto[]`) covering both SNI 2007 and SNI 2025;
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* callers filter by `companyIndustryCodeType` for the version they want.
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*/
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export async function getIndustryCodes(companyId: number): Promise<TICIndustryCode[] | null> {
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return ticApiFetch<TICIndustryCode[]>(`/companies/${companyId}/industries`)
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}
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/** Get email addresses for a company. */
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export async function getEmails(companyId: number): Promise<TICEmail[] | null> {
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return ticApiFetch<TICEmail[]>(`/companies/${companyId}/email-addresses`)
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}
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/** Get phone numbers for a company. */
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export async function getPhones(companyId: number): Promise<TICPhone[] | null> {
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return ticApiFetch<TICPhone[]>(`/companies/${companyId}/phone-numbers`)
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}
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/** Get company purpose / verksamhetsbeskrivning. */
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export async function getCompanyPurpose(companyId: number): Promise<TICCompanyPurpose[] | null> {
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return ticApiFetch<TICCompanyPurpose[]>(`/companies/${companyId}/purposes`)
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}
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/**
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* List all documents filed by the company (annual reports, audit reports,
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* articles of association, minutes, etc.). v2 replaces v1's
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* `/financial-report-summaries` with this broader endpoint. Filter the
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* result by `type === 'annualReport'` to recover the financial-report
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* subset.
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*/
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export async function getCompanyDocuments(companyId: number): Promise<TICDocument[] | null> {
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return ticApiFetch<TICDocument[]>(`/companies/${companyId}/documents`)
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}
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/**
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* Get fiscal-year configurations for a company. v2 endpoint with no v1
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* equivalent — used to auto-fill fiscal-year selection during Accounted
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* onboarding so the user doesn't have to enter MM-DD manually.
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*/
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export async function getFiscalYears(companyId: number): Promise<TICFiscalYear[] | null> {
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return ticApiFetch<TICFiscalYear[]>(`/companies/${companyId}/fiscal-years`)
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}
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/**
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* Get accounting-period change history for a company. v2 endpoint with
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* no v1 equivalent — surfaces "this company has shifted its year-end"
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* during onboarding/customer-setup.
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*/
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export async function getAccountingPeriods(
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companyId: number
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): Promise<TICAccountingPeriod[] | null> {
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return ticApiFetch<TICAccountingPeriod[]>(`/companies/${companyId}/accounting-periods`)
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}
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/**
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* Get payroll summary for a company. v2 endpoint — restructured from
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* v1's `/se/payroll`, returns `{ payroll2, payrolls }` where `payroll2`
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* is the modern per-period breakdown and `payrolls` is the legacy
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* Skatteverket MOMS/AG totals.
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*/
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export async function getPayrolls(companyId: number): Promise<TICPayrollSummary | null> {
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return ticApiFetch<TICPayrollSummary>(`/companies/${companyId}/payrolls`)
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}
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/**
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* Get firmateckning (signatory) rules for a company. v2 endpoint
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* (renamed from v1 `/signatories`). Free-form Swedish descriptions of
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* who can sign for the company; consumed by the AB invoice/årsredovisning
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* signer-pick flows.
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*/
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export async function getSignatory(companyId: number): Promise<TICSignatory[] | null> {
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return ticApiFetch<TICSignatory[]>(`/companies/${companyId}/signatory`)
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}
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/**
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* Get representatives (board / CEO / auditor) for a company. v2 splits
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* what v1 called `/parties` into `/representatives` (this endpoint) and
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* `/beneficial-owners` (separate). Returns a wrapper with board-summary
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* counts plus the per-person list.
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*/
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export async function getRepresentatives(
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companyId: number
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): Promise<TICRepresentatives | null> {
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return ticApiFetch<TICRepresentatives>(`/companies/${companyId}/representatives`)
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}
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/**
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* Get current and historical status entries for a company (active, in
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* liquidation, struck off, bankruptcy, etc.). v2 endpoint. Each entry
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* carries a traffic-light `statusColor` (red/yellow/green/neutral) and
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* an `isCeased` flag inside `companyStatusDescription`.
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*/
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export async function getCompanyStatus(
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companyId: number
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): Promise<TICCompanyStatusEntry[] | null> {
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return ticApiFetch<TICCompanyStatusEntry[]>(`/companies/${companyId}/status`)
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}
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/**
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* Get current + historic beneficial owner records from Bolagsverket
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* (verklig huvudman per Lag 2017:631). Returns notifications and any
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* exempt-from-registration flags. Used to answer ownership questions
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* authoritatively rather than asking the user to confirm.
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*
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* v2 endpoint — split out from what v1 grouped under `/parties`.
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* Representatives (board/CEO/auditor) live at `/representatives` instead.
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*/
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export async function getBeneficialOwners(
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companyId: number,
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): Promise<TICBeneficialOwnerResponse | null> {
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return ticApiFetch<TICBeneficialOwnerResponse>(
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`/companies/${companyId}/beneficial-owners`,
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)
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}
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