fix(bank): never pre-check or mirror another company's accounts in the EB callback (#2116)

* fix(bank): never pre-check or mirror another company's accounts in the EB callback

At one-session banks (SEB) the PSU's single consent can cover accounts a
sibling company books. The OAuth callback stored whatever the session
returned into the active company: all pre-enabled, mirrored into its
cash_accounts, ledgers allocated from its chart: one 'Spara val' away
from booking another aktiebolag's transactions (user report F1,
2026-09-01).

The deliberate reuse path (findReusableSessions) already guards claimed
IBANs; the callback now runs the same check via
fetchCrossCompanyAccountContext:

- accounts claimed by another of the user's companies are stored
  disabled + flagged (claimed_by_company_*), skipped by the
  cash_accounts mirror, and the picker names the claiming company
- a 'Synkas ej' deselection made on any other connection row is carried
  onto fresh rows (the recurring came-back-pre-checked complaint, C2)
- lookup failure fails closed: new accounts stored deselected
- accounts the row itself already carried keep their own state, so a
  renewal can never switch a working feed off

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0197wmwP6zNaYvsGfbZuQHGA

* fix(bank): close the skeptic-found holes in the cross-company claim guard

Consolidated fixes from the three-skeptic review of PR #2116 (all three
refuted the first cut):

- Active-company standing state (enabled cash_accounts + enabled
  accounts on its live-ish connection rows) now outranks sibling claims
  company-wide, not row-wide: a bank-list renewal arrives on a FRESH row
  with no priors, and the old row-local check would have let a sibling
  claim switch a working feed off while supersede demoted its cash row.
- pending_selection rows no longer claim accounts or feed deselection
  memory: their flags are unconfirmed callback output (including this
  guard's own fail-closed writes), so an abandoned picker or a transient
  lookup error can no longer poison later connects.
- Guard-disabled accounts are never mirrored from the callback:
  upsertFromPsd2 with enabled:false for a new-to-row account could
  promote the seeded primary 1930 manual row and flip it to disabled
  under a foreign identity.
- The selection save skips ledger allocation and the cash_accounts
  mirror for disabled never-mirrored accounts, so 'no cash row, no 19xx
  slot burned' holds past the mandatory Spara val, and strips the
  claimed_by_*/deselected flags when the user deliberately enables an
  account.
- Deselection carry is no longer silent: deselected_elsewhere flag +
  picker note 'Tidigare bortvald'.
- Claim lookups paginate via fetchAllRows: the bare select's silent
  1000-row PostgREST cap failed open for exactly the multi-company
  consultants the guard exists for.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0197wmwP6zNaYvsGfbZuQHGA

* fix(bank): claim-guard round 2: pending_selection claims asymmetrically, paged reads ordered

Skeptic re-verification of 25a339810 found two holes:

- Excluding pending_selection rows from claims reopened the
  attach-to-picker window: an attach-created row holds deliberately
  offered enabled accounts with no cash_accounts rows until its picker
  is saved, and a full-OAuth connect in another company inside that
  window could take the same physical account. Enabled accounts on
  pending_selection rows claim again; their disabled flags still stay
  out of the deselection memory (unconfirmed callback output, including
  the guard's own fail-closed writes).
- Both fetchAllRows claim queries now order('id'): unordered .range()
  pagination can silently skip rows at page boundaries, and a skipped
  row is a missed claim, failing open at exactly the 1000+-row scale
  the pagination was added for.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0197wmwP6zNaYvsGfbZuQHGA

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
This commit is contained in:
Mattsson
2026-09-01 15:24:10 +02:00
committed by GitHub
parent b1f7116231
commit fa69174aa0
8 changed files with 900 additions and 12 deletions
+3
View File
@@ -1427,6 +1427,7 @@ One line per decision: `[YYYY-MM-DD] <decision>: <why>`. Appended by agents and
[2026-09-01] multi_user skeptic fixes: Stripe cancel EXPIRES the multi_user stripe grant instead of deleting it (grace anchor; other grants still deleted per freeze-and-retain); app-side state checks go RPC-first via SECURITY DEFINER company_multi_user_state (capability_grants RLS hides team rows from non-team users, byrå clients would misread as frozen); byra-kind teams get a standing team-scoped multi_user grant via backfill + teams trigger (WL-10 assumption made real; partner billing is out-of-band); PGRST202 on resolution fails OPEN (pre-migration DB has no multi_user rows: gated fallback would freeze all non-owners); /api/v1 got the same dormancy gate as MCP. RLS-level enforcement and the mid-session API fallback write-back window stay v2 follow-ups (documented, same class as pre-existing stale-preference fallback).
[2026-09-01] Declined CodeRabbit's UpgradeNote suggestion (PR #1758 follow-up) to append the self-host connector sentence to children instead of replacing them: every caller's children is hosted subscription copy ("... kräver ett abonnemang"), so appending would show subscription wording on a self-host, the exact thing the branch exists to avoid; the "CSV/SIE import stays free" text it cited is a code comment in BankSyncNowButton, not children. Replace-on-self-host stays; a dedicated selfHosted children prop can come when a caller actually needs per-panel reassurance there.
[2026-09-01] getConnectorConfig() rebuilds baseUrl as origin + path (userinfo/query/fragment stripped, warn-logged without the raw value): /api/connector/status echoes baseUrl to the operator and the sync/proxy URLs get paths appended, so nothing secret-shaped pasted into GNUBOK_CONNECT_URL may survive; the stripped parts were never meaningful in a base URL. The status route is also Cache-Control: no-store (key prefix + wiring layout out of shared browser caches).
[2026-09-01] EB callback cross-company guard: an account the connection row itself already carried keeps its own enabled state even when a sibling company claims the IBAN (own-prior outranks claim): flipping a standing feed off on renewal would break legacy pre-session-sharing overlaps, while the F1 exposure only involves accounts NEW to the row. Claim-lookup failure fails closed to enabled:false but still mirrors (unknown claim state is not a proven foreign claim; skipping the mirror on a transient error would strand normal single-company connects).
[2026-09-01] Provider-migration kreditfakturor import as ordinary invoice rows with reversed amounts and status 'credited', always unlinked. No provider DTO carries a reference to the credited invoice, so exact-match linking has no input to match on; guessing would corrupt the AR ledger. The wizard now says so rather than burying them in `skipped`.
[2026-09-01] OAuth callback replay is fixed with no-store plus history replacement only, with no "Anslutningen ar redan klar" page. Keeps the anti-oracle property that consumed-vs-unknown state stays unobservable to an unauthenticated caller.
[2026-09-01] PostgREST embeds between a table pair with more than one foreign key must name the relationship. Enforced by scripts/checks/ambiguous-embed.mjs in the ratchet guard, because neither test layer can see this class: a mocked Supabase client never resolves a relationship, and pg-real bypasses PostgREST entirely. Third appearance, second shipped instance.
@@ -1436,3 +1437,5 @@ One line per decision: `[YYYY-MM-DD] <decision>: <why>`. Appended by agents and
[2026-09-01] Anon-callable SECURITY DEFINER writes: the guard shape `IF auth.uid() IS NOT NULL AND NOT EXISTS (membership)` is unsafe on its own. The anon JWT carries no `sub` claim, so auth.uid() is NULL for role anon too and the guard short-circuits into the trusted branch. It is defense in depth behind a REVOKE FROM PUBLIC, anon, never a substitute for one. Every new SECURITY DEFINER function ships with that REVOKE; tests/pg/definer-function-grants.pg.test.ts enforces it from a sweep rather than a hand list, because hand-listing is exactly how three guarded numbering RPCs were wrongly declared safe.
[2026-09-01] public.create_invoice_with_items(jsonb,jsonb) is revoked, not dropped. It is prod-only, uncalled and already non-functional, so removing it is cleanup rather than security, and the revoke closes the hole in full. An irreversible schema deletion against production belongs in its own reviewable migration.
[2026-09-01] SKV connector refresh classification fixed broker-side (skeptic refutation on PR #2103, found independently by two skeptics): the broker's /oauth/token catch-all had collapsed SKV's terminal dead-refresh-token dialects (404 id_not_found, 400 invalid_grant, "Refresh Token status is expired": the DOMINANT refresh outcome, per-flow tokens live 65 min) into the generic 502, so a connector instance could never classify ordinary session expiry: raw English 500s instead of the reconnect flow, staged filing ops consumed as non-recoverable, crons retrying raw forever. The broker now re-codes those dialects (refresh grant only, never the code exchange where invalid_grant means an expired one-shot code) as 401 CONNECTOR_SKV_REFRESH_DEAD, which the instance maps to SESSION_EXPIRED; the generic 502 remains raw so a transient SKV outage still never re-arms the reconnect banner (#1155). Same pass: the data proxy now forwards WWW-Authenticate + x-skv-*/x-amzn-*/x-api-* response headers (the instance's MISSING_SCOPE classification reads them; nothing secret rides in them), and the instance's gateway-refusal guidance is connector-aware (a self-host has no SKATTEVERKET_APIGW_CLIENT_ID or Utvecklarportalen access: point at /api/connector/status + support instead).
[2026-09-01] EB claim guard, skeptic round (PR #2116): active-company standing state (enabled cash_accounts + enabled accounts on its live-ish rows) outranks sibling claims COMPANY-wide, not row-wide: a bank-list renewal arrives on a fresh row and must not switch a working feed off. pending_selection rows neither claim nor remember deselections (unconfirmed callback output; also stops fail-closed writes from poisoning later connects). Guard-disabled accounts are never mirrored from the callback (mirroring enabled:false can promote the seeded primary 1930 manual row and disable it under a foreign identity) and the selection save skips allocation+mirror for disabled never-mirrored accounts, so the no-slot-burned invariant holds end to end. Deselection carry got a picker note; enabling an account clears the guard flags. Legacy both-companies-enabled overlaps stay untouched (Swedish review advisory: prod sweep is a follow-up, not this PR).
[2026-09-01] EB claim guard round 2 (skeptic re-verify): pending_selection rows are asymmetric, not excluded: their ENABLED accounts still claim (attach-created rows hold offered accounts with no cash rows until saved; excluding them reopened the attach-window double-booking), while their disabled flags stay out of deselection memory (unconfirmed callback output). Both fetchAllRows claim queries order('id'): unordered .range() pagination can silently skip rows at page boundaries, and a skipped row is a missed claim (fail-open).
@@ -9,13 +9,15 @@ vi.mock('@/extensions/general/enable-banking/lib/api-client', () => ({
}))
// Use hoisted to safely create mock objects referenced in vi.mock factories
const { mockFrom, mockUpsertFromPsd2, mockAllocate, mockSupersede } = vi.hoisted(() => {
const mockFrom = vi.fn()
const mockUpsertFromPsd2 = vi.fn()
const mockAllocate = vi.fn()
const mockSupersede = vi.fn()
return { mockFrom, mockUpsertFromPsd2, mockAllocate, mockSupersede }
})
const { mockFrom, mockUpsertFromPsd2, mockAllocate, mockSupersede, mockCrossCompanyContext } =
vi.hoisted(() => {
const mockFrom = vi.fn()
const mockUpsertFromPsd2 = vi.fn()
const mockAllocate = vi.fn()
const mockSupersede = vi.fn()
const mockCrossCompanyContext = vi.fn()
return { mockFrom, mockUpsertFromPsd2, mockAllocate, mockSupersede, mockCrossCompanyContext }
})
// The supersede pass has its own unit tests (extensions/general/enable-banking/
// __tests__/supersede.test.ts); here it is mocked so these tests assert the
@@ -24,6 +26,19 @@ vi.mock('@/extensions/general/enable-banking/lib/supersede', () => ({
supersedeSiblingConnections: (...args: unknown[]) => mockSupersede(...args),
}))
// The cross-company claim lookup has its own unit tests (extensions/general/
// enable-banking/lib/__tests__/session-sharing.test.ts); mocked here so the
// per-test mockFrom scripts don't have to answer its queries too. Everything
// else in session-sharing stays real.
vi.mock('@/extensions/general/enable-banking/lib/session-sharing', async (importOriginal) => {
const actual =
await importOriginal<typeof import('@/extensions/general/enable-banking/lib/session-sharing')>()
return {
...actual,
fetchCrossCompanyAccountContext: (...args: unknown[]) => mockCrossCompanyContext(...args),
}
})
vi.mock('@/lib/supabase/server', () => ({
createServiceClient: vi.fn().mockResolvedValue({
from: mockFrom,
@@ -91,6 +106,12 @@ describe('GET /api/extensions/enable-banking/callback', () => {
vi.clearAllMocks()
mockUpsertFromPsd2.mockResolvedValue(undefined)
mockSupersede.mockResolvedValue({ supersededIds: [], dedupScopeByIban: new Map() })
// No sibling company claims anything by default; individual tests override.
mockCrossCompanyContext.mockResolvedValue({
claims: new Map(),
deselectedIbans: new Set(),
activeCompanyIbans: new Set(),
})
// Allocator stand-in mirroring the real behavior: currency default first,
// then the next free 19311959 slot (skipping other currency defaults).
mockAllocate.mockImplementation(
@@ -271,6 +292,195 @@ describe('GET /api/extensions/enable-banking/callback', () => {
expect(mirrorLedgers).toEqual(['1930', '1931'])
})
// The F1 scenario: at a one-session bank the PSU's single consent covers
// accounts another of the user's companies books (and, before this guard,
// stored them pre-enabled in the wrong company and mirrored them into its
// cash_accounts, one save away from cross-company bookkeeping).
function mockConnectionFlow(pendingRow: Record<string, unknown>) {
const capturedUpdates: Record<string, unknown>[] = []
let callIndex = 0
mockFrom.mockImplementation(() => {
callIndex++
if (callIndex === 1) {
return mockChain({ data: pendingRow, error: null })
}
const chain: Record<string, unknown> = {}
chain.update = vi.fn((payload: Record<string, unknown>) => {
capturedUpdates.push(payload)
return chain
})
chain.eq = vi.fn().mockReturnValue(chain)
chain.select = vi.fn().mockReturnValue(chain)
chain.single = vi.fn().mockResolvedValue({
data: { id: 'conn-1', bank_name: 'SEB', company_id: 'company-1', user_id: 'user-1' },
error: null,
})
chain.then = (resolve: (v: unknown) => void) => resolve({ data: null, error: null })
return chain
})
return capturedUpdates
}
it('stores accounts claimed by a sibling company disabled + flagged and never mirrors them', async () => {
const capturedUpdates = mockConnectionFlow({
id: 'conn-1', user_id: 'user-1', company_id: 'company-1', bank_name: 'SEB', status: 'pending',
})
mockCrossCompanyContext.mockResolvedValue({
claims: new Map([
['SE9999', { companyId: 'company-2', companyName: 'Other Energy AB' }],
]),
deselectedIbans: new Set(),
activeCompanyIbans: new Set(),
})
mockCreateSession.mockResolvedValue({
session_id: 'sess-1',
accounts: [
{ uid: 'acc-own', account_id: { iban: 'SE1234' }, name: 'Företagskonto', currency: 'SEK' },
{ uid: 'acc-foreign', account_id: { iban: 'SE9999' }, name: 'Annat bolags konto', currency: 'SEK' },
],
access: { valid_until: '2027-12-31T00:00:00Z' },
aspsp: { name: 'SEB', country: 'SE' },
})
const response = await GET(makeRequest({ code: 'auth-code', state: 'valid-state' }))
expect(response.status).toBe(200)
// Drain the stream: the finalize work completes behind the interim page.
await response.text()
const accountsData = capturedUpdates[0].accounts_data as Array<{
uid: string
enabled: boolean
claimed_by_company_id?: string
claimed_by_company_name?: string
}>
const own = accountsData.find(a => a.uid === 'acc-own')
const foreign = accountsData.find(a => a.uid === 'acc-foreign')
expect(own?.enabled).toBe(true)
expect(own?.claimed_by_company_id).toBeUndefined()
expect(foreign?.enabled).toBe(false)
expect(foreign?.claimed_by_company_id).toBe('company-2')
expect(foreign?.claimed_by_company_name).toBe('Other Energy AB')
// The claimed account gets NO cash_accounts row and NO 19xx slot in this
// company's chart: only the own account is mirrored.
expect(mockUpsertFromPsd2).toHaveBeenCalledTimes(1)
expect((mockUpsertFromPsd2.mock.calls[0][2] as { external_uid: string }).external_uid).toBe('acc-own')
expect(mockAllocate).toHaveBeenCalledTimes(1)
})
it('keeps an account this row already carried enabled even when a sibling claims its IBAN', async () => {
// A standing feed in the active company outranks a sibling's claim: a
// renewal must never switch a working account off. (Legacy double-claims
// from the pre-session-sharing era make this overlap real.)
const capturedUpdates = mockConnectionFlow({
id: 'conn-1', user_id: 'user-1', company_id: 'company-1', bank_name: 'SEB', status: 'expired',
accounts_data: [
{ uid: 'acc-old', iban: 'SE1234', name: 'Företagskonto', currency: 'SEK', enabled: true },
],
})
mockCrossCompanyContext.mockResolvedValue({
claims: new Map([['SE1234', { companyId: 'company-2', companyName: 'Other AB' }]]),
deselectedIbans: new Set(),
activeCompanyIbans: new Set(),
})
mockCreateSession.mockResolvedValue({
session_id: 'sess-2',
accounts: [
{ uid: 'acc-new', account_id: { iban: 'SE1234' }, name: 'Företagskonto', currency: 'SEK' },
],
access: { valid_until: '2027-12-31T00:00:00Z' },
aspsp: { name: 'SEB', country: 'SE' },
})
const response = await GET(makeRequest({ code: 'auth-code', state: 'valid-state' }))
// Drain the stream: the finalize work completes behind the interim page.
await response.text()
const accountsData = capturedUpdates[0].accounts_data as Array<{
uid: string
enabled: boolean
claimed_by_company_id?: string
}>
expect(accountsData[0].enabled).toBe(true)
expect(accountsData[0].claimed_by_company_id).toBeUndefined()
expect(mockUpsertFromPsd2).toHaveBeenCalledTimes(1)
})
it('carries a deselection made on another connection row onto a fresh connect', async () => {
// C2: "Synkas ej" chosen under one company must not come back pre-checked
// when a new connection row (any company) sees the same IBAN.
const capturedUpdates = mockConnectionFlow({
id: 'conn-1', user_id: 'user-1', company_id: 'company-1', bank_name: 'SEB', status: 'pending',
})
mockCrossCompanyContext.mockResolvedValue({
claims: new Map(),
deselectedIbans: new Set(['SE5555']),
activeCompanyIbans: new Set(),
})
mockCreateSession.mockResolvedValue({
session_id: 'sess-1',
accounts: [
{ uid: 'acc-card', account_id: { iban: 'SE5555' }, name: 'Privat kreditkort', currency: 'SEK' },
],
access: { valid_until: '2027-12-31T00:00:00Z' },
aspsp: { name: 'SEB', country: 'SE' },
})
const response = await GET(makeRequest({ code: 'auth-code', state: 'valid-state' }))
// Drain the stream: the finalize work completes behind the interim page.
await response.text()
const accountsData = capturedUpdates[0].accounts_data as Array<{
uid: string
enabled: boolean
claimed_by_company_id?: string
deselected_elsewhere?: boolean
}>
expect(accountsData[0].enabled).toBe(false)
// Not a claim (no company books it), but flagged so the picker can say
// WHY the box is unchecked instead of leaving a silent gap.
expect(accountsData[0].claimed_by_company_id).toBeUndefined()
expect(accountsData[0].deselected_elsewhere).toBe(true)
// Guard-disabled accounts are never mirrored from the callback: writing
// enabled:false for a new-to-row account can promote an existing manual
// holder (the seeded primary 1930) and flip it to disabled.
expect(mockUpsertFromPsd2).not.toHaveBeenCalled()
})
it('fails closed when the claim lookup errors: new accounts stored deselected, unflagged', async () => {
const capturedUpdates = mockConnectionFlow({
id: 'conn-1', user_id: 'user-1', company_id: 'company-1', bank_name: 'SEB', status: 'pending',
})
mockCrossCompanyContext.mockResolvedValue(null)
mockCreateSession.mockResolvedValue({
session_id: 'sess-1',
accounts: [
{ uid: 'acc-1', account_id: { iban: 'SE1234' }, name: 'Företagskonto', currency: 'SEK' },
],
access: { valid_until: '2027-12-31T00:00:00Z' },
aspsp: { name: 'SEB', country: 'SE' },
})
const response = await GET(makeRequest({ code: 'auth-code', state: 'valid-state' }))
// The connect itself still succeeds: fail-closed costs a checkbox, not
// the connection.
expect(response.status).toBe(200)
// Drain the stream: the finalize work completes behind the interim page.
await response.text()
const accountsData = capturedUpdates[0].accounts_data as Array<{
uid: string
enabled: boolean
claimed_by_company_id?: string
}>
expect(accountsData[0].enabled).toBe(false)
expect(accountsData[0].claimed_by_company_id).toBeUndefined()
// Fail-closed accounts are not mirrored either: enabled:false for a
// new-to-row account can promote and disable an existing manual holder.
// The selection save mirrors whatever the user enables.
expect(mockUpsertFromPsd2).not.toHaveBeenCalled()
})
it('preserves existing mirrored ledgers on reconnect instead of re-deriving them', async () => {
let callIndex = 0
mockFrom.mockImplementation((table: string) => {
@@ -12,7 +12,10 @@ import {
defaultLedgerForCurrency,
normalizeIban,
} from '@/lib/cash-accounts/service'
import { fanOutSessionRenewal } from '@/extensions/general/enable-banking/lib/session-sharing'
import {
fanOutSessionRenewal,
fetchCrossCompanyAccountContext,
} from '@/extensions/general/enable-banking/lib/session-sharing'
import { supersedeSiblingConnections } from '@/extensions/general/enable-banking/lib/supersede'
import { getBankConnectionErrorMessage } from '@/lib/errors/get-error-message'
import { renderFinalizeShell, renderFinalizeRedirect } from './finalize-page'
@@ -520,6 +523,84 @@ async function finalizeConnection(
}
}
// Cross-company guard: at one-session banks (SEB) the PSU's single consent
// can cover accounts another of the user's companies already books. The
// deliberate reuse path (findReusableSessions) never offers a claimed IBAN,
// but this callback used to trust the session wholesale: a connect performed
// under company B stored company A's accounts pre-enabled and mirrored them
// into B's cash_accounts, one "Spara val" away from booking A's transactions
// in B's ledger. Accounts claimed elsewhere are stored disabled + flagged
// (the picker names the claiming company) and skipped by the mirror below.
// Accounts this row itself carried before keep their own state: the active
// company's standing choice outranks a sibling's claim, so a renewal can
// never switch a working feed off.
const crossCompany = await fetchCrossCompanyAccountContext(
supabase,
userId,
pendingConnection.company_id,
pendingConnection.id,
)
// Every account the guard itself disabled, whatever the branch. These are
// excluded from the cash_accounts mirror below: mirroring enabled:false for
// a new-to-row account can PROMOTE an existing manual holder (the seeded
// primary 1930 included) and flip it to disabled with a foreign identity,
// and a claimed account's row would double-claim the IBAN besides. The
// selection save allocates + mirrors any of them the user turns on.
const guardDisabledUids = new Set<string>()
let claimedCount = 0
for (const account of accountsMetadata) {
const normalizedIban = normalizeIban(account.iban)
// Row-local memory only. The active company's standing state on OTHER
// rows (a bank-list renewal arrives on a fresh row while the old row is
// waiting to be superseded) is already folded into crossCompany:
// activeCompanyIbans outrank claims and deselections there, so such
// accounts fall through to the enabled default below.
const seenOnThisRow =
priorEnabledByUid.has(account.uid) ||
(normalizedIban ? priorEnabledByIban.has(normalizedIban) : false) ||
pairedPriorUidByNewUid.has(account.uid)
if (seenOnThisRow) continue
if (crossCompany === null) {
// Fail closed: without the claim set a free account cannot be told from
// one another company books, and pre-checking a claimed account is the
// one outcome this guard must never produce. The user just re-ticks.
account.enabled = false
guardDisabledUids.add(account.uid)
continue
}
const claim = normalizedIban ? crossCompany.claims.get(normalizedIban) : undefined
if (claim) {
account.enabled = false
account.claimed_by_company_id = claim.companyId
if (claim.companyName) account.claimed_by_company_name = claim.companyName
guardDisabledUids.add(account.uid)
claimedCount += 1
continue
}
if (normalizedIban && crossCompany.deselectedIbans.has(normalizedIban)) {
// The user already said "Synkas ej" to this account on another
// connection row: a fresh row must not resurrect it pre-checked. The
// flag makes the picker say so; an unexplained unchecked box reads as
// a glitch and a silent one hides a sync gap.
account.enabled = false
account.deselected_elsewhere = true
guardDisabledUids.add(account.uid)
}
}
if (crossCompany === null) {
log.error('cross-company claim lookup failed: storing new accounts deselected', {
connectionId: pendingConnection.id,
})
} else if (claimedCount > 0) {
log.warn('session covers accounts claimed by sibling companies', {
connectionId: pendingConnection.id,
companyId: pendingConnection.company_id,
claimedCount,
accountCount: accountsMetadata.length,
})
}
// Stay in 'pending_selection' until the user confirms which accounts to sync.
// The cron and manual sync routes both skip this status, so no transactions
// can be pulled before the user has had a chance to deselect accounts.
@@ -657,6 +738,14 @@ async function finalizeConnection(
let accountsDataDirty = carriedScopeDirty
for (const account of accountsMetadata) {
// Nothing the guard disabled is mirrored here: a claimed account's row
// would be another company's data in this routing table (and an enabled
// one would double-claim the IBAN), and mirroring enabled:false for any
// new-to-row account can promote an existing manual holder — the seeded
// primary 1930 included — flipping it to disabled under a foreign
// identity. No 19xx slot is burned either. The selection save allocates
// and mirrors whichever of them the user deliberately turns on.
if (guardDisabledUids.has(account.uid)) continue
let targetLedger = mirroredByUid.get(account.uid)?.ledger_account
let reuseCashAccountId: string | null = null
if (!targetLedger) {
@@ -899,6 +899,27 @@ export function AccountPickerDialog({
{account.iban.replace(/(.{4})/g, '$1 ').trim()}
</p>
)}
{/* The callback found this IBAN already booked by another
of the user's companies (one consent can cover several
companies' accounts at e.g. SEB). Unchecked by default;
naming the claimant is what stops a reflexive
select-all from booking it here too. */}
{account.claimed_by_company_id && (
<p className="text-xs text-muted-foreground">
Synkas redan i{' '}
<span data-ph-mask="">
{account.claimed_by_company_name || 'ett annat bolag'}
</span>
</p>
)}
{/* Carried deselection: the user said "Synkas ej" to this
IBAN on another connection. An unexplained unchecked
box reads as a glitch; a silent one hides a sync gap. */}
{!account.claimed_by_company_id && account.deselected_elsewhere && (
<p className="text-xs text-muted-foreground">
Tidigare bortvald: markera för att synka i detta bolag
</p>
)}
</div>
{account.balance !== undefined && (
<p className="text-sm font-medium tabular-nums shrink-0">
+35 -2
View File
@@ -1134,7 +1134,7 @@ export const enableBankingExtension: Extension = {
const mappingsByUid = new Map(mappings.map(m => [m.uid, m]))
const updatedAccounts: StoredAccount[] = existing.map(a => {
const mapping = mappingsByUid.get(a.uid)
return {
const next: StoredAccount = {
...a,
enabled: enabledSet.has(a.uid),
// Apply ledger_account from mapping when present. Explicit null clears it.
@@ -1144,8 +1144,29 @@ export const enableBankingExtension: Extension = {
? { ledger_account: mapping.ledger_account ?? undefined }
: {}),
}
// Enabling an account is the deliberate takeover the callback's
// guard flags exist to force: once made, the flags are stale (the
// account syncs HERE now) and would keep rendering a false
// "synkas i annat bolag" note in every later picker.
if (next.enabled) {
delete next.claimed_by_company_id
delete next.claimed_by_company_name
delete next.deselected_elsewhere
}
return next
})
// Accounts the callback guard left disabled AND unmirrored (no ledger
// anywhere) stay that way through a save that does not enable them:
// allocating a 19xx slot and upserting a cash_accounts row for a
// still-disabled claimed account would recreate exactly the state the
// guard exists to prevent (another company's IBAN and name in this
// company's chart and routing table), one screen after the callback
// avoided it. Disabled accounts that already have a ledger or a
// mirrored row keep the existing behavior: their row's enabled flag
// must still flip off.
const neverMirroredDisabledUids = new Set<string>()
// Resolve the effective mirror ledger for every account up front and
// reject collisions with a 400 — the mirror pass below writes into
// cash_accounts, whose UNIQUE (company_id, ledger_account) constraint
@@ -1268,6 +1289,13 @@ export const enableBankingExtension: Extension = {
// mirror pass surface any collision per-account, as before.
for (const a of updatedAccounts) {
if (effectiveLedgerByUid.has(a.uid)) continue
// See neverMirroredDisabledUids above: a disabled account that has
// never held a ledger or a mirrored row gets neither allocated nor
// mirrored by this save.
if (!enabledSet.has(a.uid) && !reuseRowByUid.has(a.uid)) {
neverMirroredDisabledUids.add(a.uid)
continue
}
let allocated: string | null = null
try {
const resolved = await resolvePsd2LedgerAccount(supabase, companyId, user.id, {
@@ -1290,8 +1318,10 @@ export const enableBankingExtension: Extension = {
}
// accounts_data mirrors the resolved assignment so the picker
// pre-fills reality on the next open.
// pre-fills reality on the next open. Skipped disabled accounts keep
// no assignment: their slot is only claimed if they are ever enabled.
for (const a of updatedAccounts) {
if (neverMirroredDisabledUids.has(a.uid)) continue
a.ledger_account = effectiveLedgerByUid.get(a.uid)
}
@@ -1326,6 +1356,9 @@ export const enableBankingExtension: Extension = {
// without reading the JSONB column.
{
for (const a of updatedAccounts) {
// Never-mirrored disabled accounts (callback-guard leftovers the
// user did not enable) get no cash_accounts row: see above.
if (neverMirroredDisabledUids.has(a.uid)) continue
const ledgerAccount = a.ledger_account ?? '1930'
// Only reuse the IBAN-matched row when it already sits on the
// ledger we are about to write. If the user deliberately remapped
@@ -0,0 +1,306 @@
import { describe, it, expect, vi, beforeEach } from 'vitest'
vi.mock('@/lib/cash-accounts/service', () => ({
normalizeIban: (iban?: string | null) => {
if (!iban) return null
const normalized = iban.replace(/\s+/g, '').toUpperCase()
return normalized || null
},
}))
import type { SupabaseClient } from '@supabase/supabase-js'
import {
fetchCrossCompanyAccountContext,
unclaimedAccountsFor,
} from '../session-sharing'
import type { StoredAccount } from '../../types'
interface TableResult {
data?: unknown
error?: { message: string } | null
}
type MockChain = Record<string, ReturnType<typeof vi.fn>> & {
then: (resolve: (v: unknown) => void) => void
}
/**
* Chainable mock resolving per table: every filter method returns the chain,
* awaiting it yields the preset result for that table. Chains are recorded so
* tests can assert which filters were applied (the mock does not filter).
*/
function makeSupabase(results: Record<string, TableResult>): {
supabase: SupabaseClient
chainsByTable: Map<string, MockChain[]>
} {
const chainsByTable = new Map<string, MockChain[]>()
const supabase = {
from: (table: string) => {
const result = results[table] ?? { data: [], error: null }
const chain = {} as MockChain
for (const m of ['select', 'eq', 'neq', 'in', 'not', 'is', 'order', 'limit', 'range']) {
chain[m] = vi.fn().mockReturnValue(chain)
}
chain.then = (resolve: (v: unknown) => void) =>
resolve({ data: result.data ?? null, error: result.error ?? null })
const bucket = chainsByTable.get(table)
if (bucket) bucket.push(chain)
else chainsByTable.set(table, [chain])
return chain
},
} as unknown as SupabaseClient
return { supabase, chainsByTable }
}
describe('fetchCrossCompanyAccountContext', () => {
beforeEach(() => {
vi.clearAllMocks()
})
it('claims enabled accounts of sibling companies, remembers deselections, resolves names', async () => {
const { supabase } = makeSupabase({
company_members: {
data: [{ company_id: 'company-1' }, { company_id: 'company-2' }],
},
bank_connections: {
data: [
{
id: 'conn-sibling',
company_id: 'company-2',
accounts_data: [
{ uid: 'a1', iban: 'SE11', currency: 'SEK', enabled: true },
{ uid: 'a2', iban: 'SE22', currency: 'SEK', enabled: false },
],
},
{
id: 'conn-own-other-row',
company_id: 'company-1',
// The active company's own account never becomes a claim; its
// enabled accounts are its standing set and its deselections are
// remembered.
accounts_data: [
{ uid: 'a3', iban: 'SE33', currency: 'SEK', enabled: true },
{ uid: 'a4', iban: 'SE44', currency: 'SEK', enabled: false },
],
},
],
},
cash_accounts: { data: [] },
companies: { data: [{ id: 'company-2', name: 'Sibling AB' }] },
})
const context = await fetchCrossCompanyAccountContext(
supabase,
'user-1',
'company-1',
'conn-active',
)
expect(context).not.toBeNull()
expect(context!.claims.get('SE11')).toEqual({
companyId: 'company-2',
companyName: 'Sibling AB',
})
expect(context!.claims.has('SE33')).toBe(false)
expect(context!.activeCompanyIbans).toEqual(new Set(['SE33']))
expect(context!.deselectedIbans).toEqual(new Set(['SE22', 'SE44']))
})
it("lets the active company's own standing state outrank a sibling claim", async () => {
// The bank-list renewal case: the active company's old row (about to be
// superseded) and its cash_accounts row still book the IBAN. A sibling
// claim on the same IBAN must not win, or a renewal arriving on a fresh
// row would switch a working feed off.
const { supabase } = makeSupabase({
company_members: {
data: [{ company_id: 'company-1' }, { company_id: 'company-2' }],
},
bank_connections: {
data: [
{
id: 'conn-sibling',
company_id: 'company-2',
accounts_data: [{ uid: 'a1', iban: 'SE11', currency: 'SEK', enabled: true }],
},
],
},
cash_accounts: {
data: [{ company_id: 'company-1', iban: 'SE11' }],
},
companies: { data: [] },
})
const context = await fetchCrossCompanyAccountContext(
supabase,
'user-1',
'company-1',
'conn-active',
)
expect(context!.claims.has('SE11')).toBe(false)
expect(context!.activeCompanyIbans.has('SE11')).toBe(true)
expect(context!.deselectedIbans.has('SE11')).toBe(false)
})
it('claims IBANs held by sibling companies via cash_accounts too', async () => {
const { supabase } = makeSupabase({
company_members: {
data: [{ company_id: 'company-1' }, { company_id: 'company-2' }],
},
bank_connections: { data: [] },
cash_accounts: { data: [{ company_id: 'company-2', iban: 'SE55' }] },
companies: { data: [] },
})
const context = await fetchCrossCompanyAccountContext(
supabase,
'user-1',
'company-1',
'conn-active',
)
expect(context!.claims.get('SE55')).toEqual({ companyId: 'company-2', companyName: null })
})
it('lets a claim outrank a remembered deselection for the same IBAN', async () => {
const { supabase } = makeSupabase({
company_members: {
data: [{ company_id: 'company-1' }, { company_id: 'company-2' }],
},
bank_connections: {
data: [
{
id: 'conn-a',
company_id: 'company-2',
accounts_data: [{ uid: 'a1', iban: 'SE11', currency: 'SEK', enabled: true }],
},
{
id: 'conn-b',
company_id: 'company-1',
accounts_data: [{ uid: 'a2', iban: 'SE11', currency: 'SEK', enabled: false }],
},
],
},
cash_accounts: { data: [] },
companies: { data: [] },
})
const context = await fetchCrossCompanyAccountContext(
supabase,
'user-1',
'company-1',
'conn-active',
)
expect(context!.claims.has('SE11')).toBe(true)
expect(context!.deselectedIbans.has('SE11')).toBe(false)
})
it('treats pending_selection rows asymmetrically: enabled accounts claim, disabled flags are ignored', async () => {
// An attach-created row is pending_selection with deliberately-offered
// enabled accounts and NO cash rows until its picker is saved: those must
// claim, or a second company can take the same physical account inside
// that window. Its disabled flags are unconfirmed callback output
// (including the guard's own fail-closed writes) and must NOT feed the
// deselection memory.
const { supabase, chainsByTable } = makeSupabase({
company_members: {
data: [{ company_id: 'company-1' }, { company_id: 'company-2' }],
},
bank_connections: {
data: [
{
id: 'conn-attached',
company_id: 'company-2',
status: 'pending_selection',
accounts_data: [
{ uid: 'a1', iban: 'SE11', currency: 'SEK', enabled: true },
{ uid: 'a2', iban: 'SE22', currency: 'SEK', enabled: false },
],
},
],
},
cash_accounts: { data: [] },
companies: { data: [] },
})
const context = await fetchCrossCompanyAccountContext(
supabase,
'user-1',
'company-1',
'conn-active',
)
expect(context!.claims.has('SE11')).toBe(true)
expect(context!.deselectedIbans.has('SE22')).toBe(false)
const connectionChain = chainsByTable.get('bank_connections')![0]
expect(connectionChain.in).toHaveBeenCalledWith('status', [
'active',
'pending_selection',
'expired',
'error',
])
// Paged reads must order on a unique column or rows can be silently
// skipped at page boundaries (a skipped row is a missed claim).
expect(connectionChain.order).toHaveBeenCalledWith('id')
expect(chainsByTable.get('cash_accounts')![0].order).toHaveBeenCalledWith('id')
})
it('reads cash_accounts for ALL member companies (active included)', async () => {
const { supabase, chainsByTable } = makeSupabase({
company_members: {
data: [{ company_id: 'company-1' }, { company_id: 'company-2' }],
},
bank_connections: { data: [] },
cash_accounts: { data: [] },
companies: { data: [] },
})
await fetchCrossCompanyAccountContext(supabase, 'user-1', 'company-1', 'conn-active')
const cashChain = chainsByTable.get('cash_accounts')![0]
expect(cashChain.in).toHaveBeenCalledWith('company_id', ['company-1', 'company-2'])
})
it('returns null when a lookup fails, so the caller can fail closed', async () => {
const { supabase } = makeSupabase({
bank_connections: { data: null, error: { message: 'boom' } },
})
const context = await fetchCrossCompanyAccountContext(
supabase,
'user-1',
'company-1',
'conn-active',
)
expect(context).toBeNull()
})
})
describe('unclaimedAccountsFor', () => {
it('strips stale claimed_by and deselected flags from offered accounts', () => {
const accounts: StoredAccount[] = [
{
uid: 'a1',
iban: 'SE11',
currency: 'SEK',
enabled: false,
ledger_account: '1938',
claimed_by_company_id: 'company-9',
claimed_by_company_name: 'Stale AB',
deselected_elsewhere: true,
},
]
const offered = unclaimedAccountsFor(accounts, new Set())
expect(offered).toHaveLength(1)
expect(offered[0].enabled).toBe(true)
expect(offered[0].ledger_account).toBeUndefined()
expect(offered[0].claimed_by_company_id).toBeUndefined()
expect(offered[0].claimed_by_company_name).toBeUndefined()
expect(offered[0].deselected_elsewhere).toBeUndefined()
})
})
@@ -1,5 +1,6 @@
import type { SupabaseClient } from '@supabase/supabase-js'
import { normalizeIban } from '@/lib/cash-accounts/service'
import { fetchAllRows } from '@/lib/supabase/fetch-all'
import { createLogger } from '@/lib/logger'
import type { StoredAccount } from '../types'
@@ -72,8 +73,17 @@ export function unclaimedAccountsFor(
seen.add(iban)
// The source company's enable/disable choice is its own; company B starts
// with everything on and unchecks in the picker. Drop the source's ledger
// mapping too: that number belongs to the other company's chart.
const { ledger_account: _ledger, ...rest } = account
// mapping too: that number belongs to the other company's chart. The
// claimed_by_* flags are likewise the source row's history: everything
// offered here is unclaimed by definition, so a stale flag must not
// render a "synkas i annat bolag" note on a genuinely free account.
const {
ledger_account: _ledger,
claimed_by_company_id: _claimedId,
claimed_by_company_name: _claimedName,
deselected_elsewhere: _deselected,
...rest
} = account
out.push({ ...rest, enabled: true })
}
return out
@@ -271,6 +281,208 @@ async function fetchCompanyNames(
)
}
/** The company whose books an IBAN is already synced into. */
export interface ForeignIbanClaim {
companyId: string
companyName: string | null
}
export interface CrossCompanyAccountContext {
/**
* Normalized IBAN → the OTHER company of this user that already books it
* (enabled cash_accounts row, or an enabled account on a live-ish
* connection). First claimant wins; which sibling is named is cosmetic.
* Never contains an IBAN the ACTIVE company itself already books: the
* active company's standing state outranks a sibling's claim, whatever row
* the callback happens to be finalizing (a bank-list renewal arrives on a
* FRESH row with no priors, and must not switch a working feed off).
*/
claims: Map<string, ForeignIbanClaim>
/**
* Normalized IBANs the user has deselected ("Synkas ej") on other
* connection rows, in any company, so a fresh connection row does not
* resurrect an account the user already opted out of (the recurring
* came-back-pre-checked complaint). Only rows whose selection the user has
* actually SAVED contribute ('active'/'expired'/'error'):
* a 'pending_selection' row's flags are unconfirmed callback output,
* including this guard's own fail-closed writes, and treating them as user
* intent would make one abandoned picker (or one transient lookup error)
* poison every later connect. Cleared of anything the active company
* books or a sibling claims (both outrank a remembered deselection).
*/
deselectedIbans: Set<string>
/**
* Normalized IBANs the ACTIVE company already books: enabled cash_accounts
* rows, plus enabled accounts on its own live-ish connection rows. Exposed
* for the callers/tests; claims and deselectedIbans are already cleaned
* against it.
*/
activeCompanyIbans: Set<string>
}
/**
* What the user's OTHER companies already do with each IBAN, for the OAuth
* callback's cross-company guard. At one-session banks (SEB) the PSU's single
* consent can cover accounts that belong in a sibling company's books, and the
* callback stores whatever the session returns: without this lookup those
* accounts land pre-enabled in the wrong company.
*
* Runs on the callback's SERVICE-ROLE client, so nothing is RLS-scoped:
* every query below filters on the user's own rows explicitly
* (bank_connections.user_id, cash_accounts.company_id via company_members).
*
* Returns null when any lookup failed. The caller must fail closed (treat
* every unrecognized account as not-safe-to-pre-check): an empty result is
* indistinguishable from "nothing is claimed", which is the one answer this
* guard must never invent.
*/
export async function fetchCrossCompanyAccountContext(
serviceSupabase: SupabaseClient,
userId: string,
activeCompanyId: string,
excludeConnectionId: string,
): Promise<CrossCompanyAccountContext | null> {
const claims = new Map<string, ForeignIbanClaim>()
const deselectedIbans = new Set<string>()
const activeCompanyIbans = new Set<string>()
// Statuses whose accounts count: a revoked row's accounts are released
// territory; 'expired'/'error' still count (a sibling whose feed
// momentarily died at a one-session bank has NOT given its accounts up).
// 'pending_selection' rows count ASYMMETRICALLY: their enabled accounts
// still claim, because an attach-created row holds deliberately-offered
// accounts with no cash_accounts rows until its picker is saved, and
// ignoring that window lets a second company take the same physical
// account (the exact failure fetchIbanCarriers documents). Their DISABLED
// flags are unconfirmed callback output though — including this guard's
// own fail-closed writes — so they never feed the deselection memory:
// one abandoned picker or transient lookup error must not poison every
// later connect.
let connectionRows: Array<{
id: string
company_id: string
status: string
accounts_data: StoredAccount[] | null
}>
try {
connectionRows = await fetchAllRows(range =>
serviceSupabase
.from('bank_connections')
.select('id, company_id, status, accounts_data')
.eq('user_id', userId)
.neq('id', excludeConnectionId)
.in('status', ['active', 'pending_selection', 'expired', 'error'])
// Unique-column order: fetchAllRows pages with .range(), and an
// unordered paged read can silently SKIP rows at page boundaries —
// a skipped row here is a missed claim, which fails open.
.order('id')
.range(range.from, range.to),
)
} catch (connectionError) {
log.error('cross-company claim lookup failed (bank_connections)', {
activeCompanyId,
error: connectionError instanceof Error ? connectionError.message : String(connectionError),
})
return null
}
for (const row of connectionRows) {
for (const account of row.accounts_data ?? []) {
const iban = normalizeIban(account.iban)
if (!iban) continue
if (account.enabled === false) {
if (row.status !== 'pending_selection') deselectedIbans.add(iban)
} else if (row.company_id === activeCompanyId) {
activeCompanyIbans.add(iban)
} else if (!claims.has(iban)) {
claims.set(iban, { companyId: row.company_id, companyName: null })
}
}
}
// cash_accounts catches standing state the connection rows no longer carry
// (older connects, CSV-era rows promoted onto a feed, a row a supersede is
// about to demote). ALL of the user's companies are read: sibling rows
// become claims, the active company's rows become its own standing set.
// Scoped via memberships, since the service client sees everything.
const { data: membershipRows, error: membershipError } = await serviceSupabase
.from('company_members')
.select('company_id')
.eq('user_id', userId)
if (membershipError) {
log.error('cross-company claim lookup failed (company_members)', {
activeCompanyId,
error: membershipError.message,
})
return null
}
const memberCompanyIds = [
...new Set(
((membershipRows ?? []) as Array<{ company_id: string }>).map(r => r.company_id),
),
]
if (memberCompanyIds.length > 0) {
let cashRows: Array<{ company_id: string; iban: string | null }>
try {
// fetchAllRows, not a bare select: PostgREST silently caps at 1000
// rows, and a silently truncated claim set fails OPEN for exactly the
// multi-company consultants this guard exists for.
cashRows = await fetchAllRows(range =>
serviceSupabase
.from('cash_accounts')
.select('company_id, iban')
.in('company_id', memberCompanyIds)
.eq('enabled', true)
.not('iban', 'is', null)
// Unique-column order: see the bank_connections page above.
.order('id')
.range(range.from, range.to),
)
} catch (cashError) {
log.error('cross-company claim lookup failed (cash_accounts)', {
activeCompanyId,
error: cashError instanceof Error ? cashError.message : String(cashError),
})
return null
}
for (const row of cashRows) {
const iban = normalizeIban(row.iban)
if (!iban) continue
if (row.company_id === activeCompanyId) {
activeCompanyIbans.add(iban)
} else if (!claims.has(iban)) {
claims.set(iban, { companyId: row.company_id, companyName: null })
}
}
}
// Precedence, strongest first: the active company's own standing state
// (a renewal must never switch a working feed off, whichever row it
// arrives on), then a sibling's claim, then a remembered deselection (the
// picker note "synkas i X" is strictly more information than a bare
// unchecked box).
for (const iban of activeCompanyIbans) {
claims.delete(iban)
deselectedIbans.delete(iban)
}
for (const iban of claims.keys()) deselectedIbans.delete(iban)
if (claims.size > 0) {
const names = await fetchCompanyNames(serviceSupabase, [
...new Set([...claims.values()].map(c => c.companyId)),
])
for (const claim of claims.values()) {
claim.companyName = names.get(claim.companyId) ?? null
}
}
return { claims, deselectedIbans, activeCompanyIbans }
}
/**
* How many OTHER connections still depend on this session.
*
@@ -23,6 +23,20 @@ export interface StoredAccount {
// the whole history. lib/sync.ts falls back to IBAN-then-uid when unset
// (rows that predate this field) and stamps it on the next sync.
dedup_scope?: string
// Set by the OAuth callback when the account's IBAN is already booked by
// ANOTHER of the user's companies. At one-session banks (SEB) the PSU's
// single consent can cover accounts that belong in a sibling company's
// books; such accounts are stored disabled and never mirrored into this
// company's cash_accounts, and the picker renders the claim so the user
// sees why the account is unchecked. Enabling one is a deliberate act.
claimed_by_company_id?: string
claimed_by_company_name?: string
// Set by the OAuth callback when the account arrived deselected because the
// user chose "Synkas ej" for the same IBAN on another connection row (any
// company). Rendered as a note in the picker so the unchecked box is never
// silent; cleared by the selection save when the user re-enables the
// account.
deselected_elsewhere?: boolean
}
// Re-export API types from the client