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accounted/DECISIONS.md
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Jakob WennbergandClaude Opus 4.7 cdac1808c9 feat(api): ROT/RUT, articles, and project lifecycle on the v1 API (#904)
* feat(api): ROT/RUT + articles + dimensions on the v1 invoice surface (#895)

- v1 invoice POST now routes through buildInvoiceWriteData, the same
  builder as the dashboard: ROT/RUT deduction lines (server-side compute,
  personnummer encryption), article_id + revenue_account linkage,
  accruals, and line_type no longer get silently dropped on the wire.
- v1 invoice PATCH accepts default_dimensions so integrations can tag a
  draft with a project/cost centre after creation.
- New PATCH/DELETE /dimensions/:id/values/:valueId: rename, archive,
  set end_date on project codes; delete unreferenced values (409 with an
  archive hint when the BFL retention trigger blocks).
- New GET /articles: read-only artikelregister list (incl. housework_type)
  so callers can resolve article_id before composing invoice lines.
- Invoice GET/POST projections now expose deduction fields and full item
  columns; dry-run previews never echo the encrypted personnummer.

Closes #895

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* refactor(api): address review on #904

- Extract shared v1 invoice projections to lib/api/v1/invoice-columns.ts
  so create/detail/patch responses can't drift; PATCH now returns
  deduction_total + deduction_personnummer_last4 like GET/POST.
- Narrow the v1 create customer fetch back to the three fields the
  builder reads instead of select('*').

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.7 <noreply@anthropic.com>
2026-07-06 15:21:53 +02:00

6.9 KiB

Decision Log

One line per decision: [YYYY-MM-DD] <decision>: <why>. Appended by agents and humans when a non-obvious choice is made (approach picked over an alternative, dependency declined, action stopped by a CLAUDE.md rule). Read before re-litigating a past decision.

[2026-07-02] Adopted this decision log: CLAUDE.md rewritten per config-over-prompt principles; decisions persist here instead of being re-derived each session. [2026-07-03] Prod constraint clobber (self-inflicted, repaired in ~10 min): applied pending_operations link_document_to_voucher migration from a checkout predating 20260702171000 (retag_line_dimensions): hand-copied CHECK lists clobber concurrent adds. Zero impact (no retag ops in window). Rule: before applying any expand-types migration to prod, diff the list against the LIVE prod constraint, not the local file history. Long-term fix queued in mcp_optimization_plan P0-1 follow-up (audit test now guards CI). [2026-07-03] Archived 4 completed/superseded plans to dev_docs/archive/ (dimensions_implementation_plan, specialized-agent-plan, api_ai_architecture/PLAN, mcp-apps-architecture-reference): moved, not deleted, because dev_docs is gitignored (no git history to recover from). Live remnants relocated first: PR10 backlog → dimensions_architecture.md; eval-harness spec → claude_surface_plan.md §2.1. agent_first_vision.md §8 marked superseded by claude_surface_plan.md (Skatteverket filing is BUILT, contra its P0 item 6). [2026-07-03] Moved this log from dev_docs/DECISIONS.md to repo root: dev_docs/ is gitignored, so the log was invisible to other developers; root matches the existing convention (CONTRIBUTING.md, SECURITY.md). [2026-07-03] Converted the last three full-page create flows (salary run, employee, recurring schedule) to ?new=1 URL-driven modals matching the verifikat/invoice pattern (#861); old /new routes survive as redirects for bookmarks/agent intents. Moved forms keep their existing hardcoded-Swedish strings: translating them is out of scope for the modal conversion. [2026-07-03] Momsdeklaration hard-gates on vat_registered === false (EmptyState + settings CTA), not a soft banner: onboarding Step 4 asks the question explicitly, so false is a deliberate answer rather than "unconfigured" (DB default only matters for pre-onboarding companies, which the gate copy points to settings anyway). [2026-07-03] VAT view auto-fetches on period change and drops the "Hämta" button; fetch state is derived from a key-tagged result object instead of setLoading/setError in the effect: keeps react-hooks/set-state-in-effect ratchet at baseline (repo gate is per-rule count). [2026-07-03] Added ReportDescriptor.standalone (only vat-declaration) to hide the report-shell back link + fiscal-year selector, instead of changing behavior for all params:'calendar' reports: periodisk-sammanstallning keeps its current shell; scoped diff. [2026-07-03] New user-facing strings on skattekonto follow that file's existing hardcoded-Swedish convention; the deadlines callout uses next-intl (page already translated). Year-end stays Swedish per .claude/rules/i18n.md. [2026-07-05] Salary run "Ångra godkännande" transitions approved → review (not straight to draft) and hard-deletes generated-but-unfiled AGI declarations — symmetric with the approve step for a clean audit trail, and stale AGI XML must not stay exportable. Blocked with 409 once the AGI is pending_signature/submitted/accepted: the lawful path is then a correction AGI with the same specifikationsnummer. Payment-file tracking is cleared; whether the file reached the bank is outside app knowledge, so the UI confirm makes the user own that check. [2026-07-05] PR #894 bot triage: accepted the delete-after-update reorder (destructive op last) and the manual-filing warning in confirm_unapprove_agi; declined soft-cancel status for unfiled AGI drafts and preserving approved_by on recall — a never-filed generated AGI is regenerable working data derived entirely from retained run data (not räkenskapsinformation; unapprove 409s once anything is filed), and the approval with legal weight is the one in force at booking, which unapprove can never touch (paid/booked runs are locked out). [2026-07-06] Migration 20260706100000 adds profiles.deleted_at/anonymized_at (ADD COLUMN IF NOT EXISTS) alongside committing anonymize_user_account verbatim: the prod function writes those columns but no repo migration ever created them, so without the columns the drift capture would ship a function that fails on every from-scratch database (CI replay, self-hosted). No-op on prod. [2026-07-06] v1 reconciliation run: confidence_threshold has NO server-side default when omitted (existing API consumers keep current behavior; only the unattended enable-banking sync callers pass DEFAULT_UNATTENDED_CONFIDENCE_THRESHOLD=0.9); registry pitfalls recommend 0.9 to integrators. Revisit if telemetry shows API callers auto-applying fuzzy matches. [2026-07-05] Fixed supplier-invoice VAT silently dropped via MCP inbox conversion: gnubok_create_supplier_invoice_from_inbox now derives vat_amount from summed lineItems instead of the unreconciled OCR totals.vat field, and createSupplierInvoiceRegistrationEntry/CashEntry/PrivatelyPaidEntry gate the 2641 posting on itemsHaveVat(items) instead of invoice.vat_amount > 0. Chose to fix both the immediate source (server.ts) and the downstream gate (supplier-invoice-entries.ts) rather than just one: the header field is inherently a redundant, independently-sourced aggregate that can drift again from a different call site in the future, so the engine itself should never trust it as a gate. [2026-07-06] v1 invoice POST (#895) refactored onto buildInvoiceWriteData instead of extending the hand-rolled compute: the v1 route was silently dropping ROT/RUT, article_id, revenue_account, accrual, and line_type fields that CreateInvoiceSchema already accepted; one shared builder eliminates that drift class permanently. Wire-shape kept: VAT_RULE_VIOLATION details stay snake_case via a mapping shim. [2026-07-06] v1 dimension value DELETE mirrors internal semantics (hard-delete unreferenced, 409 DIMENSION_VALUE_REFERENCED with archive hint otherwise) rather than DELETE=archive: identical behavior across dashboard and API beats a simpler mental model that would surprise users comparing the two surfaces. Value dates (end_date for projects) ride the existing PATCH; whole-dimension DELETE stays unsupported. [2026-07-06] Fastigheter-on-customers (item 3 of #895) deferred to a follow-up issue instead of shipping a quick column: single-default-property vs multi-property registry changes the data model and the ROT prefill UX; needs its own design pass. [2026-07-06] v1 articles endpoint is read-only list (GET) under invoices:read: the #895 ask is "pick articles when composing invoices via API", not article CRUD; linking article_id does not auto-fill line fields (caller copies price/VAT), matching how invoice_items freeze article data at write time.