* feat: add Accounted MCP namespace * fix(bookkeeping): stop flagging verifikat whose underlag lives on a referenced supplier invoice The missing-underlag surfaces only accepted a document directly linked to the entry, so payment verifikat for supplier invoices (doc on the registration entry per design) and entries whose doc was pinned to the bank transaction before matching were falsely flagged; opening the entry showed the referenced doc and cleared the warning client-side, and it came back on reload. - verifikat_without_documents + transactions_without_documents now treat an entry as covered when a supplier invoice referencing it (registration or payment FK, or a supplier_invoice_payments row) carries a document anchored to a journal entry (BFL 5 kap 7 paragraf hänvisning till underlag; anchoring required because the WORM deletion guards key on document_attachments.journal_entry_id) - match-supplier-invoice routes (dashboard + v1) propagate the transaction's pinned document onto the payment verifikat, mirroring the categorize route; migration backfills rows already written (open unlocked periods, company-guarded, never steals a linked doc) - /api/documents/counts, the transactions-page badges, the bulk "Inget underlag krävs" count and the push-notification scheduler share the same reference-aware predicate, so every surface agrees with the RPC - counts route validates journal_entry_ids as UUIDs (they are interpolated into a PostgREST or-filter) Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(transactions): align table columns flush with page edges Collapse the checkbox gutter column to zero width and hang the hover-revealed checkbox/expand chevron in the page margins, drop the outer padding so DATUM sits flush left and STATUS flush right, and tuck the overflow-menu dots under the middle of the STATUS header. Applied to both the inbox and history tables so they stay identical. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(arsredovisning): tie anlaggningstillgangar note to booked depreciation The ARL 5:8 roll-forward note recomputed depreciation from its own day-based linear formula (365.25/12 month length, non-inclusive day count, linear only), drifting ~20 kr per year per asset from the ledger-driven resultat- and balansrakning and misstating non-linear methods entirely. Note figures now come from posted depreciation_schedules rows (the same source disposeAsset reverses), falling back to the engine's computeAnnualDepreciation when nothing is posted; pre-onboarding opening balances iterate prior years through the engine. Adds a note-vs-trial-balance tie-out warning (accounts 1000-1299, over 1 kr) surfaced before download. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * refactor(stripe): move connect and sync surface from settings to import page Stripe's transaction feed is a continuous import source in the same category as the PSD2 bank connection, so its connect/sync surface now lives on the import page as a source card (mode=stripe), gated "kommer snart" on hosted like before; self-hosted keeps the full panel. - Import page: Stripe card after Koppla bank, renders the existing StripeSettingsPanel via the settings-panel registry - OAuth callback and panel cleanup return to /import?mode=stripe - Settings > Betalningar retired: nav item removed, route redirects, PaymentsSettingsContent deleted, legacy ?tab=payments mapped - New import.stripe_* strings in sv+en; dead settings_nav.payments removed Crons and sync logic unchanged; payment-link settings stay in the invoicing section. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(underlag): paginate missing-underlag cron and harden doc-surface queries Resolve PR review findings on bug/invalid-imports: - notification-scheduler: fetchAllRows on all 5 global reads; past 1000 rows the capped reads produced false "saknade underlag" notifications - bulk-missing: LOOKUP_CHUNK 300->150 so the twice-embedded .or() id list stays under the PostgREST URL limit - bulk-missing + transactions page: UUID-guard the .or()-interpolated id lists, matching documents/counts - match-supplier-invoice (dashboard + v1): log documentId/journalEntryId on the non-fatal doc-link warning - well-known/oauth-protected-resource: document the tool_namespace allow-list - messages/en: reword stripe_description - DECISIONS.md: record the asset ibAck tie-out and Tailwind !important calls Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(tic): convert registrationDate from Unix seconds to millisecond epoch in lookup and profile tests --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
389 lines
11 KiB
TypeScript
389 lines
11 KiB
TypeScript
/**
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* Cron-based notification scheduling.
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*
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* Handles time-dependent checks that cannot be event-driven:
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* - Tax deadlines approaching (7 days, 1 day, today)
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* - Invoice due/overdue reminders (3 days before, on due date, 3/7 days overdue)
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*
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* Both functions call `sendNotificationToUser()` from the sender module
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* instead of duplicating the send pipeline.
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*/
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import type { SupabaseClient } from '@supabase/supabase-js'
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import type { NotificationType } from '@/types'
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import { fetchAllRows } from '@/lib/supabase/fetch-all'
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import { sendNotificationToUser } from './notification-sender'
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import {
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createTaxDeadlinePayload,
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createInvoiceOverduePayload,
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createInvoiceDuePayload,
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createMissingUnderlagPayload,
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} from './payload-builders'
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/**
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* Send tax deadline notifications.
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* Checks for deadlines due in 7 days, 1 day, or today.
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*/
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export async function sendTaxDeadlineNotifications(
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supabase: SupabaseClient
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): Promise<{ sent: number; skipped: number }> {
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let sent = 0
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let skipped = 0
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const today = new Date()
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today.setHours(0, 0, 0, 0)
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const todayStr = today.toISOString().split('T')[0]
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const in7Days = new Date(today)
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in7Days.setDate(in7Days.getDate() + 7)
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const in7DaysStr = in7Days.toISOString().split('T')[0]
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const tomorrow = new Date(today)
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tomorrow.setDate(tomorrow.getDate() + 1)
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const tomorrowStr = tomorrow.toISOString().split('T')[0]
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const { data: deadlines } = await supabase
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.from('deadlines')
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.select('id, user_id, title, due_date')
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.eq('deadline_type', 'tax')
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.eq('is_completed', false)
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.in('status', ['upcoming', 'action_needed'])
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.in('due_date', [in7DaysStr, tomorrowStr, todayStr])
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if (!deadlines || deadlines.length === 0) {
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return { sent: 0, skipped: 0 }
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}
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// Group by user
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const userDeadlines = new Map<string, typeof deadlines>()
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for (const deadline of deadlines) {
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const list = userDeadlines.get(deadline.user_id) || []
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list.push(deadline)
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userDeadlines.set(deadline.user_id, list)
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}
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for (const [userId, userDls] of userDeadlines) {
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// Check user-level tax_deadlines_enabled
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const { data: settings } = await supabase
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.from('notification_settings')
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.select('tax_deadlines_enabled')
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.eq('company_id', userId)
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.single()
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if (settings && !settings.tax_deadlines_enabled) {
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skipped += userDls.length
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continue
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}
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for (const deadline of userDls) {
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const daysUntil = Math.ceil(
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(new Date(deadline.due_date).getTime() - today.getTime()) / (1000 * 60 * 60 * 24)
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)
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const payload = createTaxDeadlinePayload(
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deadline.title,
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deadline.due_date,
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daysUntil,
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deadline.id
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)
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const result = await sendNotificationToUser(
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supabase,
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userId,
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payload,
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'tax_deadline',
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deadline.id,
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daysUntil
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)
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if (result.sent) {
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sent++
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} else {
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skipped++
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}
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}
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}
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return { sent, skipped }
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}
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/**
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* Send invoice reminder notifications.
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* Checks for invoices due in 3 days, today, or overdue by 3/7 days.
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*/
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export async function sendInvoiceNotifications(
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supabase: SupabaseClient
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): Promise<{ sent: number; skipped: number }> {
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let sent = 0
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let skipped = 0
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const today = new Date()
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today.setHours(0, 0, 0, 0)
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const todayStr = today.toISOString().split('T')[0]
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const in3Days = new Date(today)
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in3Days.setDate(in3Days.getDate() + 3)
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const in3DaysStr = in3Days.toISOString().split('T')[0]
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const daysAgo3 = new Date(today)
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daysAgo3.setDate(daysAgo3.getDate() - 3)
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const daysAgo3Str = daysAgo3.toISOString().split('T')[0]
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const daysAgo7 = new Date(today)
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daysAgo7.setDate(daysAgo7.getDate() - 7)
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const daysAgo7Str = daysAgo7.toISOString().split('T')[0]
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const { data: invoices } = await supabase
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.from('invoices')
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.select('id, user_id, invoice_number, total, due_date, customer:customers(name)')
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.in('status', ['sent', 'overdue'])
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.in('due_date', [in3DaysStr, todayStr, daysAgo3Str, daysAgo7Str])
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if (!invoices || invoices.length === 0) {
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return { sent: 0, skipped: 0 }
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}
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// Group by user
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const userInvoices = new Map<string, typeof invoices>()
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for (const invoice of invoices) {
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const list = userInvoices.get(invoice.user_id) || []
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list.push(invoice)
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userInvoices.set(invoice.user_id, list)
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}
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for (const [userId, userInvs] of userInvoices) {
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// Check user-level invoice_reminders_enabled
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const { data: settings } = await supabase
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.from('notification_settings')
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.select('invoice_reminders_enabled')
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.eq('company_id', userId)
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.single()
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if (settings && !settings.invoice_reminders_enabled) {
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skipped += userInvs.length
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continue
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}
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for (const invoice of userInvs) {
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const dueDate = new Date(invoice.due_date)
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const daysUntil = Math.ceil(
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(dueDate.getTime() - today.getTime()) / (1000 * 60 * 60 * 24)
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)
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const isOverdue = daysUntil < 0
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const notificationType: NotificationType = isOverdue ? 'invoice_overdue' : 'invoice_due'
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const customer = invoice.customer as unknown as { name: string } | null
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const customerName = customer?.name || 'Okänd kund'
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const payload = isOverdue
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? createInvoiceOverduePayload(
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invoice.invoice_number,
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customerName,
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invoice.total,
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invoice.due_date,
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invoice.id
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)
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: createInvoiceDuePayload(
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invoice.invoice_number,
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customerName,
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invoice.total,
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invoice.due_date,
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invoice.id
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)
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const result = await sendNotificationToUser(
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supabase,
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userId,
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payload,
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notificationType,
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invoice.id,
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Math.abs(daysUntil)
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)
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if (result.sent) {
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sent++
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} else {
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skipped++
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}
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}
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}
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return { sent, skipped }
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}
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/**
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* Source types that require supporting documents (underlag).
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*/
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const NEEDS_ATTACHMENT_SOURCE_TYPES = [
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'manual',
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'bank_transaction',
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'supplier_invoice_registered',
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'supplier_invoice_paid',
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'supplier_invoice_cash_payment',
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'import',
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]
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/**
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* Send missing underlag notifications.
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* Checks all users for posted journal entries without attached documents.
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* Deduplicates via the 'missing-underlag-weekly' tag on the notification payload.
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*/
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export async function sendMissingUnderlagNotifications(
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supabase: SupabaseClient
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): Promise<{ sent: number; skipped: number }> {
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let sent = 0
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let skipped = 0
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// Get all users who have posted entries with source types that need docs.
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// This is a GLOBAL cron over every company, so each read below must page
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// past PostgREST's 1000-row cap: a truncated read here would under-count
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// candidates, and a truncated docs/reference read would over-count missing
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// underlag, producing false "saknade underlag" notifications.
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const entries = await fetchAllRows<{ id: string; user_id: string }>(({ from, to }) =>
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supabase
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.from('journal_entries')
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.select('id, user_id')
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.eq('status', 'posted')
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.in('source_type', NEEDS_ATTACHMENT_SOURCE_TYPES)
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.order('id')
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.range(from, to)
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)
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if (entries.length === 0) {
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return { sent: 0, skipped: 0 }
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}
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// Get all document_attachments linked to journal entries
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const attachments = await fetchAllRows<{ journal_entry_id: string | null }>(({ from, to }) =>
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supabase
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.from('document_attachments')
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.select('journal_entry_id')
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.eq('is_current_version', true)
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.not('journal_entry_id', 'is', null)
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.order('id')
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.range(from, to)
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)
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const entriesWithDocs = new Set(attachments.map((a) => a.journal_entry_id))
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// BFL 5 kap 7 § hänvisning: entries referenced by a supplier invoice whose
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// document is retained and anchored to a journal entry count as covered
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// (mirrors the verifikat_without_documents RPC): typically the payment
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// verifikat, whose invoice document hangs on the registration verifikat.
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const siRefs = await fetchAllRows<{
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registration_journal_entry_id: string | null
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payment_journal_entry_id: string | null
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document: { journal_entry_id: string | null } | null
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}>(({ from, to }) =>
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supabase
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.from('supplier_invoices')
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.select(
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'registration_journal_entry_id, payment_journal_entry_id, document:document_attachments(journal_entry_id)'
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)
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.not('document_id', 'is', null)
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.order('id')
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.range(from, to) as unknown as PromiseLike<{
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data: {
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registration_journal_entry_id: string | null
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payment_journal_entry_id: string | null
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document: { journal_entry_id: string | null } | null
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}[] | null
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error: { message: string } | null
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}>
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)
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for (const si of siRefs) {
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if (!si.document?.journal_entry_id) continue // unanchored: not underlag
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if (si.registration_journal_entry_id) entriesWithDocs.add(si.registration_journal_entry_id)
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if (si.payment_journal_entry_id) entriesWithDocs.add(si.payment_journal_entry_id)
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}
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const sipRefs = await fetchAllRows<{
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journal_entry_id: string | null
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supplier_invoice: {
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document_id: string | null
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document: { journal_entry_id: string | null } | null
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} | null
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}>(({ from, to }) =>
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supabase
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.from('supplier_invoice_payments')
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.select(
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'journal_entry_id, supplier_invoice:supplier_invoices(document_id, document:document_attachments(journal_entry_id))'
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)
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.not('journal_entry_id', 'is', null)
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.order('id')
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.range(from, to) as unknown as PromiseLike<{
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data: {
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journal_entry_id: string | null
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supplier_invoice: {
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document_id: string | null
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document: { journal_entry_id: string | null } | null
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} | null
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}[] | null
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error: { message: string } | null
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}>
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)
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for (const sip of sipRefs) {
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if (sip.journal_entry_id && sip.supplier_invoice?.document?.journal_entry_id) {
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entriesWithDocs.add(sip.journal_entry_id)
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}
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}
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// Entries the user has explicitly flagged as "no underlag required" (bank
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// fees, interest, internal transfers, salary, tax payments). Treated as
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// satisfied so we don't nag the user about them.
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const exempted = await fetchAllRows<{ journal_entry_id: string }>(({ from, to }) =>
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supabase
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.from('journal_entry_no_doc_required')
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.select('journal_entry_id')
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.order('journal_entry_id')
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.range(from, to)
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)
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const exemptedEntries = new Set(exempted.map((e) => e.journal_entry_id))
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// Group missing counts by user
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const userMissingCounts = new Map<string, number>()
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for (const entry of entries) {
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if (!entriesWithDocs.has(entry.id) && !exemptedEntries.has(entry.id)) {
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userMissingCounts.set(
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entry.user_id,
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(userMissingCounts.get(entry.user_id) || 0) + 1
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)
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}
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}
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for (const [userId, count] of userMissingCounts) {
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// Check user setting
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const { data: settings } = await supabase
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.from('notification_settings')
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.select('missing_underlag_enabled')
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.eq('company_id', userId)
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.single()
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if (settings && settings.missing_underlag_enabled === false) {
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skipped++
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continue
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}
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const payload = createMissingUnderlagPayload(count)
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const result = await sendNotificationToUser(
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supabase,
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userId,
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payload,
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'missing_underlag',
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'weekly-check'
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)
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if (result.sent) {
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sent++
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} else {
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skipped++
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}
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}
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return { sent, skipped }
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}
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