241 Commits

Author	SHA1	Message	Date
Jakob Wennberg	5eee06a56d	fix(reconciliation): exclude opening balance from unmatched-1930 set (#443) (#485) ... * fix(reconciliation): exclude opening balance from unmatched-1930 set (#443) Reconciliation incorrectly counted IB (source_type='opening_balance') vouchers on 1930 as unmatched bank transactions and included them in the GL period total. Result: an SIE-imported book always showed a phantom unmatched voucher and a difference equal to the IB amount, even when every real bank transaction was matched. This was the root of the "reconciliation says broken but numbers look right" complaint. The fix is two-sided: - get_unlinked_1930_lines RPC now skips source_type='opening_balance' rows. IB has no counterpart in the bank feed by definition. - getReconciliationStatus splits glOpeningBalance out of the period movement and computes difference = bankTotal − glPeriodMovement (was bankTotal − glBalance). gl_1930_balance is preserved unchanged for back-compat; new gl_1930_period_movement and gl_1930_opening_balance fields let the UI show both perspectives. - BankReconciliationView shows period movement vs bank in the diff and folds IB into a small caption ("Ingående balans … räknas inte i avstämningen") only when non-zero. Mirrors Fortnox's "Ingående saldo vid avstämningsstart" pattern — IB is verified separately, never surfaced as unmatched. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(reconciliation): use IS DISTINCT FROM for NULL-safe source_type filter `source_type <> 'opening_balance'` evaluates to NULL (not TRUE) when `source_type IS NULL` under SQL three-valued logic. journal_entries.source_type is NOT NULL today so the practical difference is zero, but if that constraint is ever relaxed `<>` would silently drop NULL rows from the unmatched-1930 set, making them invisible to reconciliation. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(test): use valid source_type 'bank_transaction' in pg-real fixture CI pg-real failed because 'bank_import' is not in the journal_entries source_type CHECK constraint. The valid value for bank-imported transactions is 'bank_transaction' (per migration 20260513170001 + earlier). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * docs(reconciliation): deprecate gl_1930_balance on ReconciliationStatus Mark the IB-inclusive balance field as @deprecated on both the server-side ReconciliationStatus interface and the component-side mirror. Downstream consumers that read this field expecting it to drive the diff will be off by the IB amount whenever a SIE-imported opening balance exists on 1930. The new gl_1930_period_movement field is the correct basis for the diff and is what the difference field is computed against. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * refactor(reconciliation): tighten review feedback on PR #485 Three tweaks from the Swedish-accounting bot review: 1. Drop the gl_1930_period_movement ?? gl_1930_balance fallback in BankReconciliationView. gnubok has no persisted reconciliation snapshots and Vercel deploys atomically, so the old-server/new-client case can't occur — the fallback was defensive code for an impossible state. Per CLAUDE.md: don't add back-compat shims when you can just change the code. gl_1930_period_movement and gl_1930_opening_balance are now required on the type. 2. Clarify in the migration comment that source_type='opening_balance' is reserved for the fiscal-year IB voucher (always at period_start). The bot questioned whether the unconditional filter could hide a mid-year corrective IB entry; document the invariant — mid-year corrections use source_type='correction' or 'manual', never 'opening_balance'. 3. Test fixture 2099 → 2091. 2099 is årets resultat (current year); 2091 is balanserad vinst/förlust, the realistic counterpart for a carried-forward bank IB. RPC filters on 1930 only so this is cosmetic but matches what a real SIE import would produce. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-14 16:39:38 +02:00
Jakob Wennberg	cad83d180d	fix(currency): transaction-date FX rate + mall bookings in SEK (#442) (#483) ... * fix(currency): use transaction-date FX rate and post mall bookings in SEK (#442) Three related defects in non-SEK transaction handling: 1. Ingest priced every transaction in a batch at today's rate because fetchMultipleRates() was called without a date. Switch to a per- (currency, date) fetch via fetchExchangeRate() + Promise.allSettled, so each row stores Riksbanken's rate as of its own transaction date. 2. buildMappingResultFromTemplate emitted VAT/reverse-charge/output-VAT lines from Math.abs(transaction.amount) — the source-currency amount. Mall bookings on USD/EUR transactions therefore posted the journal entry in the wrong currency. Resolve to SEK once via resolveSekAmount() and reuse for every line, matching what createTransactionJournalEntry already does for the settlement line. 3. The Granska bokföring modal and the journal-entry detail page lacked a clear audit trail. The verifikation preview now renders in SEK with a separate original-currency subtitle in the header; the detail page gains a dedicated "Valutaomräkning" card above Kontorader showing the rate and original total. Also: replace truncate with break-all on the modal description so long UUID-style strings (e.g. BALANCE_CASHBACK-…) wrap instead of forcing horizontal overscroll. Tests: 4 new booking-templates cases (USD 25%, EUR fallback via exchange_rate, EU reverse-charge on USD, output VAT on USD income) and 2 new ingest cases (per-pair fetch dedup; no fetch for SEK rows). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(currency): wire SEK conversion into SwipeCategorizationView (#442 follow-up) Address Greptile review: - SwipeCategorizationView rendered JournalEntryPreview without amountSek, so the swipe flow had the same defect QuickReviewDialog had — a USD transaction showed the verifikation in source currency labeled SEK. Now resolves SEK once via resolveSekAmount, passes it to the preview, and shows SEK as the headline with the original-currency subtitle (parallel to QuickReviewDialog). - Drop the now-dead `currency` prop from JournalEntryPreviewProps and its remaining call site in QuickReviewDialog — the component hardcodes 'SEK' on display, so the prop was misleading. - Correct the misleading inline comment in ingest.ts: network failures resolve inside fetchExchangeRate to getFallbackRate() (non-null), so the key only stays unset on empty-observation responses or outright rejections. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-14 15:00:12 +02:00
Jakob Wennberg	1f89a71962	feat(api): Phase 5 PR-1 — payroll registers (employees + salary-runs CRUD) (#479) ... * feat(api): Phase 5 PR-1 — payroll registers (employees + salary-runs CRUD) 10 endpoints under /api/v1, 35 integration tests. Mirrors Phase 4 PR-1 size and review profile. No engine interaction; no period-lock checks. The lifecycle verbs (calculate / approve / mark-paid / book / generate-agi) ship in Phase 5 PR-2 after the 557-line internal /calculate orchestration is extracted into a shared lib/salary/run-calculation.ts helper. Employees CRUD: - GET/POST /employees + GET/PATCH/DELETE /{id} - Soft-delete via is_active=false (BFL 7 kap retention — the employees table has no archived_at column, deliberately diverging from suppliers and customers) - PATCH drops personnummer changes — identity is immutable post-create - GDPR Art.5(1)(c) personnummer masking: list, create response, and dry-run preview mask to ÅÅÅÅMMDDXXXX. Detail endpoint (deliberate drill-in) returns the full value. EMPLOYEE_DUPLICATE_PERSONNUMMER error never echoes back the supplied value. - Mask helper extracted to lib/api/v1/mask-personnummer.ts Salary-runs CRUD: - GET/POST /salary-runs + GET/PATCH/DELETE /{id} - POST emits salary_run.created - PATCH + DELETE are draft-only with optimistic-lock guards (status filter on the UPDATE / DELETE so a concurrent verb that flips status yields a clean 409 rather than a silent no-op) - PATCH only writes keys explicitly present in the request body to avoid Zod-default overwrite (every PATCH would silently reset is_sidoinkomst=false otherwise) - DELETE is hard delete on the salary_runs row — CASCADE on salary_run_employees and salary_line_items. Only draft runs can be deleted; once :calculate runs the BFL 5 kap immutability applies and storno is the only correction path Scopes: - Reuses existing payroll:read / payroll:write from the MCP tool surface - 16 new endpoint patterns registered in V1_ENDPOINT_SCOPES (10 for PR-1 + 6 placeholders for PR-2's lifecycle verbs and AGI generation) Error codes (12 new structured-error entries): - PR-1 live: EMPLOYEE_NOT_FOUND, EMPLOYEE_DUPLICATE_PERSONNUMMER, SALARY_RUN_DUPLICATE_PERIOD, SALARY_RUN_PATCH_NOT_DRAFT, SALARY_RUN_DELETE_NOT_DRAFT - PR-2 pre-registered: SALARY_RUN_CALCULATE_NOT_DRAFT, SALARY_RUN_APPROVE_NOT_REVIEW, SALARY_RUN_APPROVE_VALIDATION_FAILED, SALARY_RUN_MARK_PAID_NOT_APPROVED, SALARY_RUN_BOOK_NOT_PAID, AGI_GENERATE_NOT_BOOKABLE Tests (35 cases): - Employees: 18 — list with masked pnr, detail with full pnr, create happy path, duplicate-pnr 409 with no echo, dry-run masking, missing Idempotency-Key, wrong-length pnr, A-skatt tax-table requirement, PATCH happy + 404, identity-change drop, soft-delete + idempotent re-delete + 404 - Salary-runs: 17 — list + filter validation + scope rejection, detail + 404, create happy + duplicate-period 409 + period_month range + missing Idempotency-Key + dry-run, PATCH happy + non-draft 400 + 404 + voucher_series regex, DELETE draft + non-draft 400 + 404 Plan doc updated to reflect the 4-PR split for Phase 5. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * refactor(api): address PR-479 review — disambiguate 23505, mask PATCH responses, return 400 on personnummer-in-PATCH Triage of PR-479 review bots: - **Greptile P1 (`ensureInitialized()` missing on salary-runs/route.ts)** — FALSE POSITIVE. The v1 wrapper at `lib/api/v1/with-api-v1.ts:52` calls `ensureInitialized()` at module load; every v1 route inherits the initialization transitively via the `withApiV1` import. All 10+ existing v1 routes that emit events (suppliers, customers, invoices, supplier- invoices, etc.) follow the same pattern. The wrapper file's own comment documents the centralization. No fix needed; Greptile is applying the CLAUDE.md rule literally without checking the wrapper. - **Greptile P2 (23505 constraint disambiguation)** — FIXED. Both employees and salary-runs POST routes previously mapped every 23505 unique-violation to a single error code (EMPLOYEE_DUPLICATE_ PERSONNUMMER / SALARY_RUN_DUPLICATE_PERIOD). A future migration adding another unique index (e.g. employees(company_id, email)) would have produced misleading errors. Now check `error.constraint` and only map when the constraint name matches the known column. Substring match rather than exact equality so an explicit constraint rename doesn't silently fall through. Added a defensive test asserting that a hypothetical `employees_company_id_email_key` 23505 does NOT get mapped to EMPLOYEE_DUPLICATE_PERSONNUMMER. - **GDPR Art.5(1)(c) — PATCH response + dry-run preview masking** — FIXED. Previously the PATCH response and dry-run preview echoed the full personnummer back via the EmployeeDetail schema. Now both return `personnummer_masked` instead, symmetric with the POST response. Added `EmployeeWriteResponse` schema (EmployeeDetail.omit + extend) so the OpenAPI spec accurately distinguishes GET (full) from PATCH (masked). Added `maskExistingForResponse` helper to drop the raw field and substitute the masked form. The GET drill-in endpoint still returns the full value (deliberate design — caller already has the id). - **SOC 2 PI1.3 — silent personnummer drop on PATCH** — FIXED. PATCH previously dropped any personnummer field in the body via a runtime `delete` after parsing. Caller saw no signal that the intent was rejected. Now return explicit 400 VALIDATION_ERROR with `field: 'personnummer'` and a remediation message ("DELETE and recreate if the natural-person identity has changed"). The Zod schema can't enforce this because `UpdateEmployeeSchema` is shared with the internal dashboard route (which DOES support personnummer updates); the check is route-specific. - **ISO A.5.34 — real-format personnummer in docs/tests** — FIXED. Replaced `198504121234` / `199001019999` / `199012105678` with obviously-synthetic `190001010000` / `190001020000` / `190001029999` (year 1900, day 1, zero-suffix) across the registerEndpoint examples and SAMPLE_PERSONNUMMER test fixture. Still passes the `^\d{12}$` schema regex, but no longer looks like a real birthdate that could be mistaken for production-format PII in CI artefacts or doc renders. Findings explicitly NOT addressed in this commit (and rationale): - **Detail endpoint returns full personnummer + bank account** (multiple bots: GDPR Art.5(1)(c), ISO A.8.11, SOC 2 CC6.1). INTENTIONAL design. The detail endpoint is the deliberate drill-in for callers who already have the id and the `payroll:read` scope. Matches the dashboard's internal /api/salary/employees/[id] behavior. Splitting into a separate `payroll:admin` scope is a CC6.3 architectural decision deferred (same as the Phase 4 `payroll:read` vs `payroll:write` split — fine-grained tiers haven't been justified by integrator demand yet). - **calculation_params shape (Art.5(1)(b) / CC2.1)** — DEFERRED to Phase 5 PR-2. PR-1 only READS the column; the column is WRITTEN by the lifecycle verbs (PR-2's :calculate). PR-2 will define the typed shape and revisit whether the public response shape should expose it. - **F-skatt re-verification age-gate (swedish-payroll)** — DEFERRED to Phase 5 PR-2. The employees table already carries `f_skatt_verified_at` (existing migration). PR-2's :calculate is the correct enforcement point. - **Soft-delete + unique constraint partial index** (swedish- accounting-compliance). VALID concern for genuine rehires. Out of v1 PR-1 surface — a separate DB migration that touches the `employees_company_id_personnummer_key` constraint, with its own pg-test for the rehire scenario. Tracked. - **semestertillagg_rate vs vacation_rule consistency** (swedish- payroll). Engine-layer concern. The schema validates the range; the rule/rate consistency check belongs in `lib/salary/calculation- engine.ts` next to the actual accrual math. Tracked for the engine audit alongside Phase 5 PR-2. - **voucher_series default 'A' vs convention 'N'** (swedish-payroll). Worth a stronger doc warning in PR-2's lifecycle verbs (where the series actually lands on a verifikation). The CRUD route can default to whatever; the warning belongs where the series matters. - **personnummer_last4 column** (Art.25). Schema design from the salary module migration — display-only index for table views. Out of v1 scope. - **Bank account at-rest encryption (CC6.1)** — separate migration concern across all tables that carry financial identifiers. Out of v1 scope. Test count: 37 (up from 35). All type-checks clean. Full v1 suite green (232 tests). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * refactor(api): address PR-479 review round 2 — proto-pollution defense + salary-run JE-orphan guard Triage of bot re-run on c0d168be: - **Compliance Swarm V4.5 (prototype pollution in PATCH rawKeys)** — FIXED. `Object.keys(rawBody as object)` could include `__proto__` / `constructor` as own properties when rawBody comes from JSON.parse (JSON specifically treats `__proto__` as a data property, not a prototype assignment). The subsequent intersection with Zod-parsed `body` already prevented those keys from reaching the DB (Zod's parsed output never contains them), but the explicit POLLUTING_KEYS filter makes the intent unambiguous for future readers. Defense in depth. - **Swedish Compliance Review — Salary-run DELETE missing JE FK null guard (BFL 5 kap räkenskapsinformation)** — FIXED. The DELETE chain previously gated only on `status='draft'`. The lifecycle never advances past draft with the JE foreign keys populated, so in practice this was safe, but a partial-failure path in PR-2 could hypothetically leave a row in status=draft with `salary_entry_id` set. The .is() null guards on all three JE foreign keys (salary_entry_id, avgifter_entry_id, vacation_entry_id) turn that hypothetical into a clean 400 rather than orphaning a verifikation. Added a defensive test: a hypothetical state where the pre-flight read returns status=draft but the DELETE count comes back 0 (guards tripped) must surface SALARY_RUN_DELETE_NOT_DRAFT with reason 'race'. Findings on this round explicitly NOT addressed: - **V16.1.1 + Art.5(1)(f) on app/api/bookkeeping/journal-entries/[id]/ commit/route.ts** — NOT MY FILES. Existing Phase 4 PR-2 code; the bot is reporting on the whole repo, not just the diff. - **V2.2 PostgREST .or() injection (recurring)** — Known false positive. Same escaping pattern as suppliers + customers since Phase 2. The documented architectural floor per the plan doc. - **Art.5(1)(c) detail-endpoint full personnummer** — Documented design decision (deliberate drill-in, matches dashboard). Same as the previous round. - **Art.25(1) "structured-format personnummer in example"** — Already replaced with synthetic 190001010000 in c0d168be. Bot is now suggesting a non-numeric placeholder (e.g. 'YYYYMMDDXXXX'). Picky preference, oscillation pattern; current value passes the schema's ^\d{12}$ regex while being obviously synthetic (year 1900, day 1, zero suffix). No change. - **Swedish bot's F-skatt re-verification + Växa-stöd + semestertillagg floor + voucher_series 'N'** — All deferred to Phase 5 PR-2 per the previous commit body. The lifecycle verbs are where these belong. Test count: 38 (+1 for the JE-orphan guard test). 233 total v1 tests green. Type-check clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * refactor(api): address PR-479 review round 3 — symmetrize PATCH defenses + tighten docs/BFL wording Compliance Swarm dropped 18 → 15 findings on the round-2 commit; the floor is narrowing. This commit addresses the remaining actionable items. - **V2.3 / PI1.3 — salary-run PATCH missing POLLUTING_KEYS filter** — FIXED. Same defense as employees PATCH (round 2). Strip __proto__/constructor/ prototype from rawKeys before constructing the updates object. The intersection with the Zod-parsed body already prevented these keys from reaching the DB; the filter makes the intent unambiguous. - **V4.5 — non-object rawBody check** — FIXED in both employees PATCH and salary-runs PATCH. After JSON.parse, require typeof === 'object', not null, not Array.isArray. Zod would catch a non-object body downstream, but the rawKeys Object.keys call uses rawBody directly; guarding here makes the contract explicit. (An array body would pass `typeof === 'object'` and produce numeric-string keys.) - **A.5.34 — request-example personnummer too realistic** — FIXED. The bot oscillated round-to-round between "use a synthetic value" and "use a placeholder pattern". Replaced `'190001010000'` with the documented format pattern `'YYYYMMDDNNNN'` in the registerEndpoint request examples, and the corresponding masked form `'YYYYMMDDXXXX'` in the response examples. The format pattern (already cited in the schema's own error message) is self-explanatory documentation and cannot be mistaken for production-format PII in generated OpenAPI / SDK docs. Test fixtures retain `190001010000` (synthetic but valid- format) because they validate actual schema behavior, which the docs do not. - **Swedish bot — BFL 7 kap comment slightly overstates the law** — FIXED. The previous comment said "BFL 7 kap requires the row to remain for 7 years". BFL retention attaches to the verifikationer (räkenskapsinformation), not strictly to the personnummer attribute on the master row. Tightened both the file-header comment and the registerEndpoint description to reflect this — and flagged that a future GDPR Art.17 erasure workflow could pseudonymise the row once all referenced verifikationer are outside the 7-year window. The practical outcome (soft-delete only via v1) is unchanged. Findings on this round explicitly NOT addressed: - **V14.2 / V16.1.1 / Art.5(1)(f) on app/api/bookkeeping/journal- entries/[id]/commit/route.ts** — NOT MY FILES (Phase 4 PR-2 surface). - **V16.1 — no structured audit log on successful PATCH/POST** — The withApiV1 wrapper already logs "op completed" with userId, apiKeyId, companyId, operation, durationMs, status, dryRun. Bot is asking for more detail (entity-level logging) — deferred to a follow-up audit- log PR. - **Art.5(1)(c) / A.8.11 / CC6.3 — detail-endpoint full personnummer** — Same documented design decision: deliberate drill-in for callers with payroll:read + the id. Mirrors the dashboard. The bots are asking for `payroll:pii` / `payroll:read:sensitive` scope splits; CC6.3 segregation-of-duties is an architectural decision deferred until integrator demand justifies it. - **C1.1 — bank_account_number masking in GET detail** — Same drill- in pattern; separate migration concern (table-level encryption across all financial-identifier columns). Out of v1 PR-1 scope. - **Art.25 — personnummer_last4 column** — Schema design from the salary module migration. Display-only index. Out of v1 scope. - **Swedish bot — vaxa-stöd age gate / sidoinkomst flag / voucher_ series 'N' / AGI from review** — All Phase 5 PR-2 lifecycle concerns. The AGI status gate in particular will live on the :generate-agi verb, not on the error-code message; PR-2 will set the actual gate. - **Swedish bot — GDPR Art.17 erasure workflow on soft-deleted employees** — Acknowledged in the tightened BFL comment. Concrete erasure machinery (cron job that pseudonymises rows whose last referenced verifikation is past 7 years) is a separate ISMS / data- retention design effort, not a v1 surface PR. Test count: 38 (unchanged). 233 total v1 tests green. Type-check clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-14 13:50:55 +02:00
Mattsson	70fe8cbd80	Bug/journal entry creation (#480) ... * fix(api): update commit entry status from 'manual' to 'user_accept' * fix(logging): add logger mocks for commit and voucher atomicity tests	2026-05-14 12:38:28 +02:00
Mattsson	c8461397c8	Bug/accounting ps eu (#474) ... * feat(api): implement commit functionality for journal entries * fix(extensions): make ExtensionSettings.clear() a real delete so disconnect flows work The 2026-03-30 multi-tenant refactor dropped all RLS policies on extension_data and recreated only SELECT/INSERT/UPDATE. Combined with `value jsonb NOT NULL`, every extension that called `settings.set(key, null)` to clear stored state (cloud-backup disconnect, skatteverket OAuth/AGI cleanup, arcim-migration consent reset) silently failed — the upsert hit the NOT NULL constraint and the error was swallowed, leaving users stuck with stale connection rows. Adds an `extension_data_delete` RLS policy, a `clear(key)` method backed by a real DELETE, switches the four affected handlers, and makes `set()` throw on Supabase error so this class of silent failure can't recur. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(journal-entries): add draft saving functionality to journal entry form * feat: add periodisk sammanställning report generation and CSV export - Implemented period date helpers in `period-dates.ts` for calculating start and end dates based on period type (monthly, quarterly, yearly). - Created `periodisk-sammanstallning.ts` to generate the periodisk sammanställning report, including data fetching, validation, and warning handling. - Developed CSV serializer in `periodisk-sammanstallning-csv.ts` for exporting the report in SKV574008 format. - Added new columns to `company_settings` for storing periodisk sammanställning settings and tax contact information via migration. - Introduced a new migration to add a `paid_with_private_funds` flag to `supplier_invoices` for tracking out-of-pocket expenses. - Updated journal entries to include the new source type for privately paid supplier invoices. * feat(migrations): add paid_with_private_funds flag to supplier_invoices and expand journal_entries.source_type CHECK * fix(ai_requests): drop existing policies and trigger before creating new ones * fix(migrations): ensure extension_data has a proper DELETE policy for ExtensionSettings.clear() * fix(supplier-invoices): update error handling for invalid input in POST request * fix: correct capitalization in project title * fix(migrations): resolve duplicate version 20260513120000 Two migrations shared the same timestamp prefix, causing schema_migrations_pkey collision on Supabase preview branches. Bump extension_data_delete_policy to 20260513120001. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-14 01:10:44 +02:00
Jakob Wennberg	2ed8096150	feat(api): Phase 4 PR-3 — documents (multipart) (#471) ... * feat(api): Phase 4 PR-3 — documents (multipart) — 3 endpoints Closes the deferred multipart slice of Phase 4. The substrate (Supabase Storage + document_attachments + WORM triggers) already existed for the dashboard; this PR exposes the same engine surface (uploadDocument, linkToJournalEntry) under the v1 contract. ENDPOINTS (3) POST /companies/{id}/documents — multipart upload GET /companies/{id}/documents/{id}/download — 60-min signed URL POST /companies/{id}/documents/{id}/link — link to a JE REGISTRY EXTENSION EndpointDefinition.request now accepts an optional `contentType: 'application/json' | 'multipart/form-data'` discriminator. The OpenAPI generator can read this to emit `{ type: 'string', format: 'binary' }` for the file part in upload routes instead of the default JSON-body schema. Default stays 'application/json' so every existing endpoint is unaffected. SECURITY / TENANCY - documents.upload: when journal_entry_id is supplied, verifies the JE belongs to ctx.companyId before storing. Otherwise the row could persist with a cross-tenant journal_entry_id pointer (the DB has no cross-table FK enforcing tenancy). - documents.link: same pre-check on BOTH the document id and the target journal_entry_id, in a single parallel fetch. - documents.download: NOT_FOUND for any (id, company_id) miss — enumeration-hardened so wrong-id and cross-tenant-id are indistinguishable. EVENTS - documents.upload → document.uploaded (via uploadDocument) - documents.download → document.accessed (best-effort) - documents.link → no event (the link is recorded via column update; the dashboard reads from the row) CONTRACT - Idempotency-Key required on both POSTs. - Dry-run supported on /link (confirms both refs exist without persisting). NOT supported on /upload — the engine hashes+stores+ inserts atomically; the "dry-run" equivalent is the size+MIME pre-check the route runs before the engine call. - WORM enforced at the DB layer: once a document is linked to a posted JE, both the row and the file are immutable (BFL 7 kap). The v1 surface has no update/delete endpoint by design. SCOPES 3 entries re-added to V1_ENDPOINT_SCOPES (these were removed in PR #469 round-2 per Greptile's "ship together with the routes" pattern). The ApiKeyScope catalogue (documents:read, documents:write) was already declared in the foundation commit. ERROR CODES DOC_DOWNLOAD_FAILED added to structured-errors.ts (500, SV+EN). Existing DOC_UPLOAD_NO_FILE / TOO_LARGE / UNSUPPORTED_TYPE / STORAGE_FAILED reused from earlier waves. TESTS DEFERRED Integration tests for documents land in the same follow-up commit as the PR-2 test catch-up. Engine functions (uploadDocument, linkToJournalEntry, verifyIntegrity, validateDocumentFile) are already extensively tested in lib/core/documents/__tests__/. Suite 3376/3376 still green; tsc clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(api): PR #471 round-1 — Greptile + compliance review fixes (7 real) First bot pass on PR #471 — Greptile flagged 3 P1 + 3 P2, Compliance Swarm 17 (0 blocking, mostly recurring), Swedish-compliance 4. Seven actionable items; the rest are deferred dependencies or settled oscillation patterns. REAL FIXES (7) 1. P1 — upload's JE pre-check destructures error away. A DB fault during the journal_entry ownership lookup turned into NOT_FOUND, hiding infrastructure errors as a missing resource. Now captures `.error` on the maybeSingle and returns INTERNAL_ERROR with step context if the lookup itself failed. 2. P1 — link's Promise.all pre-check had the same destructure bug across BOTH parallel queries. Now reads from the full result objects and returns INTERNAL_ERROR on either query's `.error`. 3. P1 — journal_entry_line_id had no cross-tenant ownership check on either upload or link. An attacker holding a foreign-company line id could pair it with a legitimate same-company JE id and persist a cross-tenant pointer. Both routes now verify the line belongs to the supplied JE before write. Upload additionally requires journal_entry_id when journal_entry_line_id is supplied (the line has no tenancy column of its own — ownership is transitive via the JE). 4. P2 — upload_source was TypeScript-cast without runtime validation. The column has no CHECK constraint, so an unrecognised string would have persisted. Now validates via z.enum().safeParse — VALIDATION_ERROR on miss listing the allowed values. 5. P2 — storage_path leaked in the upload response. The path encodes internal layout (userId prefix + timestamp + sanitised filename); the download endpoint deliberately keeps it hidden so the upload should too. Field removed from both the response payload and the DocumentUploaded Zod schema. 6. P2 — old document versions were downloadable with no flag on the response. The download response now includes `is_current_version`, so an agent that has cached a stale id can detect the staleness client-side without a separate metadata fetch. Old versions remain downloadable for BFL 7 kap audit; the flag is informational only. 7. swedish-compliance — link allowed re-linking a document currently attached to a POSTED journal entry, silently breaking the WORM guarantee (BFL 5 kap 5 § + 7 kap). Pre-check fetches the document's existing journal_entry_id and, if it points at a posted JE, returns CONFLICT with reason='document_already_linked_to_posted_entry' and remediation pointing the caller at the "upload a new document" path. DISMISSED / DEFERRED - OWASP V5.2 magic-number MIME sniffing — adds a `file-type` dependency. The engine's MIME validation against the Content-Type header is the same surface the dashboard uses; a magic-number layer can land as a separate hardening PR without touching the v1 contract. - OWASP V5.3 filename path-traversal — the engine's `sanitizeFileName` already strips path separators and non-ASCII chars before forming the storage path. The `file_name` column keeps the original (display-only) name. No traversal vector through to storage. - swedish-compliance "no posted-JE check on upload" — uploading a supporting document to a posted verifikation doesn't change the entry's content; BFL 5 kap immutability covers the entry's lines, not attached evidence. The dashboard allows it for the same reason. - swedish-compliance `document.accessed` audit reliability — same oscillation pattern from PR-2 (Art.5(1)(f) vs V16.1). Best-effort warn-level remains; webhook/DLQ hardening is Phase 6. - Compliance Swarm V8.2.1 cross-tenant via path — recurring false positive for the operations endpoint, covered explicitly in PR-2. Suite 3376/3376 still green; tsc clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(api): PR #471 round-2 — signed-URL TTL 60min → 15min Compliance Swarm went 17 → 14 on round-1. Three bots converged on the signed-URL TTL as the headline remaining concern (SOC 2 CC6.1 + GDPR Art. 5(1)(f) + ISO 27001 A.8.12) — independent framings of the same "60-minute bearer-token-equivalent" exposure window. REAL FIX (1) Reduce SIGNED_URL_TTL_SECONDS from 60 minutes → 15 minutes. The dashboard internal route still issues 60-minute URLs because it is gated by an active session; the v1 surface has no session, only the URL itself as the auth boundary, so the shorter window applies. A caller that needs longer than 15 minutes for a single download re-requests via /download/{id}. Touched: - SIGNED_URL_TTL_SECONDS constant + comment explaining the bot convergence + dashboard-divergence rationale. - Header docstring (60-minute → 15-minute). - Registry example response (expires_in_seconds: 3600 → 900). - The docstring + pitfall lines that read the constant template-style auto-pick up the new value. DISMISSED (with rationale) - V8.2.1 "add .eq('company_id') to journal_entry_lines query" — the table has no company_id column (verified via information_schema). Tenancy is enforced transitively through the journal_entry_id filter, which itself was validated against company_id in the prior pre-check. The bot's suggested fix would not compile. - V5.2 magic-number MIME sniffing — round-1 dismissal stands (adds `file-type` dependency; separate hardening PR). - Swedish-compliance "block first-link to posted JE" + "block upload to posted JE" — deliberate divergence from the bot's conservative reading. Attaching evidence to a posted verifikation doesn't mutate the verifikation itself; the dashboard allows this for the same reason. v1 keeps parity. Re-linking is still blocked (round-1) since that DOES alter an existing audit link. - Art.5(1)(f) / A.8.15 / Art.32(1)(b) / CC7.2 document.accessed audit reliability — same oscillation pattern from PR-2. Best-effort warn- level remains; durable outbox pattern is Phase 6 webhook hardening. - Art.25(1) userId in storage path — engine-layer concern. Path is set by lib/core/documents/document-service.uploadDocument; refactoring to UUID-keyed paths is a substantial migration (path is stored in document_attachments rows). Out of v1 surface scope. - Art.5(1)(e) stray-document retention policy + CC6.3 scope policy doc + C1.1 metadata classification — policy artifacts, not code. Suite 3376/3376 still green; tsc clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-13 22:30:35 +02:00
Jakob Wennberg	e31aee2455	feat(api): Phase 4 PR-2 — engine + periods + compliance-check (docs deferred) (#469) ... * feat(api): Phase 4 PR-2 foundation — async operations substrate Checkpoint commit. Lays the foundation for every async endpoint that ships later in Phase 4 PR-2 (fiscal-periods close/year-end/currency- revaluation, future SIE/bank imports, AGI generation) without yet exposing any of them. The substrate is decoupled from individual endpoints so each one can land in its own diff without touching the shared shape. ADDED - Migration `20260513200000_api_v1_async_operations.sql`: new `operations` table with status enum (queued / running / succeeded / failed / cancelled), jsonb params/progress/result/error, started_at + completed_at timestamps, company_id + user_id scoping, and RLS via user_company_ids(). Separate from `pending_operations` (which is the user-approval-required staging substrate); this one is for long- running async jobs. Indexes: (company_id, created_at desc) for per-tenant polling history + (created_at) partial index on status='queued' for a future cron worker that picks up dispatched rows out-of-band. - `lib/api/v1/operations.ts`: lifecycle helpers consumed by every async POST endpoint. startOperation() inserts a row in `running` (default — Phase 4 PR-2 runs the work synchronously inside the request cycle) or `queued` (future worker dispatch). completeOperation / failOperation stamp completed_at + persist result/error. updateOperationProgress is the in-flight progress writer. getOperation reads back by id, scoped to a company. - `app/api/v1/operations/[id]/route.ts`: polling endpoint GET /api/v1/operations/{id}. Two-step authorization (fetch row → verify caller is a member of operation.company_id) since the URL has no /companies/:companyId prefix and the wrapper therefore can't resolve ctx.companyId. Returns the documented async-op envelope: { operation_id, type, status, progress, result, error, started_at, completed_at, poll_url, webhook_event: 'operation.completed' }. - `lib/auth/scopes.ts`: 17 new scope entries for the rest of PR-2 — journal-entries primitives (6), fiscal-periods async ops (5), compliance-check (1), documents (3), plus the operations:read scope was already present. Adding all up front so subsequent route PRs only ship the route files. - `lib/api/v1/load-routes.ts`: registers operations/[id] for the OpenAPI generator. NO ROUTE BEHAVIOR CHANGES YET — the existing endpoints are unchanged; no new async endpoint is exposed in this commit. Tests 3376/3376 still green. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(api): Phase 4 PR-2 — journal-entries primitives + voucher-gap-explanations Adds the core engine surface that the rest of v1 has been routing through private wrappers (transactions/match, supplier-invoices/register, etc). Direct access is the highest-value v1 surface for agents that need to post arbitrary verifikationer — manual journal entries, accrual adjustments, period-closing entries, migration imports. ENDPOINTS (7) GET /journal-entries — cursor list (period, status, date) GET /journal-entries/{id} — detail with lines POST /journal-entries — create draft (no voucher_number) POST /journal-entries/{id}/commit — atomic voucher + post POST /journal-entries/{id}/reverse — storno (BFL 5:5) POST /journal-entries/{id}/correct — storno-then-replace pair (BFL 5:5) POST /journal-entries/batch-create — up to 50 drafts, partial-success POST /voucher-gap-explanations — document löpnummer gaps (BFNAR 2013:2 kap 8) All writes are idempotent (mandatory Idempotency-Key) and dry-runnable. ENGINE WIRING createDraftEntry → POST /journal-entries commitEntry → POST /{id}/commit reverseEntry → POST /{id}/reverse correctEntry (storno svc) → POST /{id}/correct Strict-mode v1: every engine call is wrapped in try/catch + isBookkeepingError discrimination so the structured error envelope (JOURNAL_ENTRY_NOT_BALANCED, ENTRY_DATE_OUTSIDE_FISCAL_PERIOD, ACCOUNTS_NOT_IN_CHART, PERIOD_LOCKED, ENTRY_ALREADY_REVERSED, CANNOT_REVERSE_NON_POSTED, CANNOT_CORRECT_NON_POSTED) reaches agents instead of a generic 500. checkPeriodLock pre-fires on create-draft + reverse, returning a structured PERIOD_LOCKED envelope before the engine surfaces the same constraint from the DB trigger. DRY-RUN - create-draft: validates balance + period + line shapes, no insert. - commit: peeks the next voucher_number via getNextVoucherNumber and surfaces it under voucher_number_assigned_on_commit (with the standard concurrent-commit caveat). - reverse: confirms the original is reversible + returns the reversal_date. - correct: confirms the new lines balance + reports the inherited period. - batch-create: returns per-item preview rows. - voucher-gap-explanation: echoes the input shape. SCHEMA No new tables — uses existing journal_entries, journal_entry_lines, and voucher_gap_explanations from earlier migrations. voucher_gap_explanations columns: (id, company_id, user_id, fiscal_period_id, voucher_series, gap_start, gap_end, explanation, created_at, updated_at). TESTS DEFERRED Integration tests for the journal-entries vertical land in a follow-up commit on this branch alongside the compliance-check + fiscal-periods work. The engine itself is heavily tested (lib/bookkeeping/__tests__/); the route layer is a thin wrapper. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(api): Phase 4 PR-2 — compliance-check + fiscal-periods async ops Ships the second-largest chunk of PR-2: gnubok's defensible-edge compliance pre-flight endpoint and the five fiscal-period lifecycle endpoints. Documents (multipart) is deferred to a follow-up PR per the plan reassessment (operations table + multipart contract overlap was the riskiest combination). COMPLIANCE-CHECK (1 endpoint, 3 check types) GET /compliance/check?type=<vat_close|year_end_readiness|voucher_gaps> Single structured envelope across all check types: { type, ready, findings: [{severity, code, message, details}], summary, generated_at, params, details? } - vat_close → wraps computeVatCloseCheck (SKV 4700 rutor + blockers) - year_end_readiness → wraps validateYearEndReadiness (BFNAR 2017:3 + ÅRL 2:1) - voucher_gaps → wraps detect_voucher_gaps RPC Adding a new check type only requires registering an entry in CHECK_RUNNERS; the response shape stays stable so agents only learn one structure. The remaining types from the plan (unmatched_documents, ib_ub_continuity, missing_receipts, mixed_rate_invoice_errors, locked_period_violations) follow the same pattern and can be added without breaking compatibility. FISCAL-PERIODS ASYNC OPS (5 endpoints) Synchronous wrappers around the existing engine functions: POST /fiscal-periods/{id}/lock — lockPeriod POST /fiscal-periods/{id}/close — closePeriod (IRREVERSIBLE) POST /fiscal-periods/{id}/opening-balances — generateOpeningBalances Operation-recorded (return 202 + operation_id; poll /v1/operations/{id} or subscribe to operation.completed in Phase 6): POST /fiscal-periods/{id}/year-end — executeYearEndClosing POST /fiscal-periods/{id}/currency-revaluation — executeCurrencyRevaluation The two async-recorded endpoints run synchronously inside the request cycle today; the operation row keeps the response shape stable when a future cron worker takes over true async dispatch (just change initialStatus from 'running' to 'queued' in startOperation). Strict error mapping: engine throws (e.g. "Period must be locked", "already closed", "year-end not executed") are mapped to structured codes (PERIOD_NOT_LOCKED, CONFLICT, NOT_FOUND, PERIOD_HAS_UNBOOKED_- TRANSACTIONS) so agents can branch on the code rather than parsing the Swedish error string. LOAD-ROUTES All 6 new endpoints registered in lib/api/v1/load-routes.ts for the OpenAPI generator. Scopes already in place from the foundation commit. TESTS Tests for journal-entries, compliance-check, and fiscal-periods are deferred to a follow-up commit on this branch (alongside the documents/multipart work, if it lands here). The engine functions themselves are extensively tested in lib/bookkeeping/__tests__/ and lib/core/bookkeeping/__tests__/; the route layer is a thin wrapper. Full suite 3376/3376 green. tsc clean on new files. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(api): PR #469 — drop vat_close from compliance-check (core-only CI gate) core-only.yml's "Check no core imports from extensions" guard caught the import of computeVatCloseCheck from extensions/general/mcp-server/server.ts. CLAUDE.md is explicit: core code cannot import from @/extensions/ directly. Drop vat_close from SUPPORTED_TYPES for now. The CHECK_RUNNERS shape is preserved — re-adding the type is a one-line change once a follow-up PR extracts computeVatCloseCheck out of the MCP extension into lib/reports/. The MCP tool gnubok_vat_close_check remains the canonical path until then. The remaining two types (year_end_readiness, voucher_gaps) use only @/lib/core/bookkeeping/year-end-service + the detect_voucher_gaps RPC, both of which are core-safe. Pitfall + endpoint description updated to surface the gap so agents know where to find vat_close in the meantime. Suite 3376/3376 still green. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(api): PR #469 round-1 — compliance bot review (3 real, 2 FP, rest deferred) First compliance-bot pass on the draft PR — Compliance Swarm 15 findings, Swedish-compliance 6. Three substantive route-level fixes; two recurring false positives dismissed; the rest are engine-layer concerns that don't fit a route-surface PR. REAL FIXES (3) 1. voucher-gap-explanations example was self-contradictory. The example explanation cited "failed commit ... sequence advanced before rollback" — but /commit's own docs explicitly state the commit_journal_entry RPC is atomic and sequence does NOT advance on failure (BFL 5 kap 7 §). The example contradicted the design guarantee. Replaced with a realistic migration-import scenario (paper vouchers archived offline, range A142-A145 reserved). 2. Year-end docstring referenced 2069 as the EF retained-earnings account. Swedish-compliance correctly caught: 2069 is "övriga uttag" in BAS 2026, not the EF result account. For enskild firma, årets resultat goes to an eget-kapital account in the 2010-2019 range (resolved by the engine based on company.entity_type). The route doesn't pick the account — the engine does — but the docstring was misleading. 3. compliance-check fiscal_period_id ownership pre-check. year_end_readiness and voucher_gaps received a caller-supplied UUID and handed it straight to the engine/RPC. The engine + RPC both scope by company_id internally (no actual cross-tenant leak) but the engine throws a Swedish error string on miss rather than a clean structured response. Added an `ownsFiscalPeriod()` helper that performs a cheap point lookup and returns a structured "fiscal_period_id not found in this company" error before the engine call. DISMISSED (2 false positives) - V8.2.1 operations route ownership — the bot read only the file header (line 1). The route DOES perform a 2-step ownership check (fetch row → verify company_members.user_id, lines ~110-145) since the URL has no /companies/:companyId prefix to let the wrapper resolve ctx.companyId. Already documented in the route's docstring. - V8.2.1 operations migration "RLS only service_role" — the bot misread the migration. The actual policy is: USING (company_id IN (SELECT public.user_company_ids())) i.e. authenticated callers can read their company's operations under RLS. The two-step check in the route is defense-in-depth. DEFERRED (engine-layer) - swedish-compliance: /correct inherits original entry_date, fails when original period is locked. Real ergonomics issue. Fix requires a correction_date parameter on lib/core/bookkeeping/storno-service.correctEntry. Engine signature change — out of v1 surface scope. - swedish-compliance: 2099→2091 prior-year sweep in year-end engine. executeYearEndClosing engine concern, not visible from the route. - swedish-compliance: /opening-balances doesn't independently verify closing_entry_id IS NOT NULL on the source period. Engine concern. - swedish-compliance: behandlingshistorik (BFNAR 2013:2 kap 8) audit log for JE commit/reverse/correct. The dashboard internal route already emits events; the engine writes audit_log rows. Engine concern, not per-route. - swedish-compliance: revaluation tax_code default. Engine concern; executeCurrencyRevaluation builds the JE lines. - Compliance Swarm recurring architectural items (V16.1 event-bus retry, Art.5(1)(f) userId in logs oscillation from PR-1, SOC 2 CC6.3 SoD, etc.) — all carry-overs from PR-1 with the same dispositions. Suite 3376/3376 still green; tsc clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(api): PR #469 round-2 — Greptile review fixes (3 real, 1 FP, 1 deferred) First Greptile pass after the PR went out of draft. Five findings — three actionable, one false alarm, one deferred to the test follow-up. REAL FIXES (3) 1. P1 — lock route catch-all defaulted everything to PERIOD_HAS_UNBOOKED_TRANSACTIONS. An infra error (DB timeout, network) would surface as "uncategorised transactions" and loop an agent through the wrong remediation. The sibling close route already falls through to INTERNAL_ERROR; lock now matches: only map to PERIOD_HAS_UNBOOKED_TRANSACTIONS when the engine's Swedish message ("saknar bokföring") actually appears. Otherwise → INTERNAL_ERROR + the original message in details. 2. P1 — voucher-gap-explanations was missing the ownsFiscalPeriod() check I added to compliance-check. A caller could submit a fiscal_period_id from another company; the row would persist with company_id from the URL pointing at someone else's period — a broken-link state (no cross-tenant data leak, but garbage from every downstream gap- detection query's perspective). Added the same point-lookup pre- check; returns NOT_FOUND when the period doesn't belong to the caller's company. 3. P2 — Documents scopes (POST /documents, GET /documents/:id/download, POST /documents/:id/link) were pre-registered in lib/auth/scopes.ts under "add all PR-2 scopes up front" but the documents routes themselves are explicitly deferred to a follow-up PR. Removed them; they ship with the routes. Comment in scopes.ts records the rationale. DISMISSED (1 false alarm) - gen_random_uuid() vs uuid_generate_v4() — Greptile cited CLAUDE.md rule 4. In practice: Supabase runs Postgres 15+, where gen_random_uuid is core (no pgcrypto extension needed). The Docker stack runs Postgres 17 per the project's docker-publish.yml. CLAUDE.md rule "Never modify existing migrations — create new ones" trumps the cosmetic preference; the migration is already applied to the linked Supabase project and works in all supported Postgres versions. Leaving as-is. DEFERRED (1) - P2 — *.pg.test.ts coverage for the new operations table's RLS policy + updated_at trigger. CLAUDE.md does require this. It lands in the same follow-up commit as the integration tests for the 14 new endpoints, before the PR's compliance-review cycle escalates. Suite 3376/3376 still green; tsc clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(api): PR #469 round-3 — ownership pre-checks + explicit close-route state guards Compliance Swarm went 15→18 on round-2, mostly because the V8.2.1 ownership check I added to compliance-check + voucher-gap-explanations made the bot notice the same pattern was missing elsewhere. Four real route-level fixes; the rest are recurring engine-layer concerns. REAL FIXES (4) 1. Extract `ownsFiscalPeriod` into `lib/api/v1/owns-fiscal-period.ts`. Was inline in compliance/check/route.ts; promoted so every route that accepts a caller-supplied fiscal_period_id can call it without duplicating the query. Header comment documents the invariant: every v1 endpoint receiving a fiscal_period_id from the caller must verify ownership before handing the id to the engine — otherwise an INSERT that takes (company_id from URL) and (fiscal_period_id from body) can persist a broken-link state pointing at another company's period. 2. journal-entries POST — apply `ownsFiscalPeriod` to the body's fiscal_period_id before createDraftEntry. (V8.2.1) 3. journal-entries batch-create — apply `ownsFiscalPeriod` to every distinct fiscal_period_id in the batch up front. Bulk endpoints are particularly attractive for cross-tenant probing (50 ids per call vs 1), so we batch-verify before running any per-item work; an unknown id fails the entire batch. Partial-success semantics only apply AFTER ownership is established. (V8.2.1) 4. fiscal-periods opening-balances — apply `ownsFiscalPeriod` to BOTH the URL id (closed period) and the body's `next_period_id` (target). Before this, a caller could supply a next_period_id from another company and have the engine generate IB into it. (V8.2.1) 5. fiscal-periods close — replace error-string matching with explicit column reads. The route was relying on closePeriod()'s Swedish error strings ("Period is already closed", "Period must be locked", "Year-end closing must be executed") to map to structured codes — brittle against engine refactors. Now we read is_closed / locked_at / closing_entry_id directly from the fiscal_periods row and return the structured envelope before the engine call. The engine remains the authoritative gate; this is ergonomics + race resilience. (V2.3) DISMISSED / DEFERRED - V2.3 lock route Swedish string-matching — keeping. Rewriting would duplicate the engine's uncategorised-business-transactions query (lockPeriod runs it explicitly with a count + threshold). Engine re-throw with a typed error is the right long-term fix. - swedish-compliance /correct correction_date — engine signature change (lib/core/bookkeeping/storno-service.correctEntry needs a new param). Deferred to engine PR. - swedish-compliance year-end specific eget-kapital account selection — engine concern. The docstring acknowledges the engine resolves the account by entity_type; verifying the engine logic is a separate audit. - swedish-compliance opening-balances 3–8 zero assertion — engine concern. /year-end's preceding closing entry should leave 3–8 at zero; an assertion in generateOpeningBalances would catch a stuck closing flow but it's engine-layer. - swedish-compliance voucher-gap-explanations range validation against posted vouchers — could overlap with existing journal_entries.voucher_- number values. Real audit-trail concern but adds an extra round-trip per insert; defer. - swedish-compliance currency-revaluation scope (1510/2440 only) — engine concern. - swedish-compliance VAT-periods-undeclared warning on close — could add as a new compliance-check finding type. Tracked separately. Suite 3376/3376 still green; tsc clean on all changed files. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(api): PR #469 round-4 — async-op atomicity + correct period-lock + IB dedup Round-3 fixes converged the count but exposed five new substantive items across the compliance bots. All five addressed. REAL FIXES (5) 1. currency-revaluation: unconditional ownership pre-check (V8.2.1). Round-3 had the check folded into the period_end lookup that only fires when as_of_date is absent. If the caller supplied as_of_date, the period was never verified to belong to ctx.companyId. Now calls ownsFiscalPeriod() unconditionally, before startOperation. 2. year-end: ownership pre-check (V8.2.1). Same gap as round-3 caught in opening-balances + journal-entries but not here. Added. 3. /correct: checkPeriodLock on the inherited entry_date. The /reverse route has this guard against its reversal_date; /correct was missing the symmetric check, so a locked-period correction would fall through the engine's Swedish error string to BOOKKEEPING_DATABASE_ERROR instead of PERIOD_LOCKED. The correction trail (BFL 5 kap 5 §) is bound to typed.entry_date for both the storno and the replacement, so the lock check fires once on that date. 4. /opening-balances: duplicate-IB detection. executeYearEndClosing's YearEndResult includes openingBalanceEntry — year-end ALREADY generates the IB internally. A separately-invoked /opening-balances after year-end would silently post a SECOND opening balance into the next period, doubling equity. Pre-check counts existing journal_entries WHERE source_type='opening_balance' AND fiscal_period_id=next_period_id AND status != 'cancelled', and returns CONFLICT with reason='opening_balance_already_posted' if any exist. Remediation hint points at the GL endpoint to inspect what's there. 5. /year-end + /currency-revaluation: startOperation in its own try/catch (BFNAR 2013:2 kap 8 § behandlingshistorik). Round-2 placed startOperation outside the main try/catch, so a DB-unreachable failure during the operation-row INSERT would throw a 500 with no audit trail of the attempt. Both endpoints now wrap the insert separately and return a structured INTERNAL_ERROR with step='operation_record_create' on failure; the work itself runs only after the operation row is recorded. DOCS (1) 6. voucher-gap-explanations cites BFL 5 kap 6-7 §§ as the primary statute (the actual löpnummer obligation), with BFNAR 2013:2 kap 8 § relegated to the secondary systemdokumentation role. Both the file header and the endpoint description corrected; auditors looking up the statutory hook will land on the right paragraph. DISMISSED / DEFERRED - swedish-compliance: operations-table immutability trigger (BEFORE UPDATE blocking mutations once status terminal). Real architectural concern. Requires a migration; lands in a follow-up PR alongside the operations.pg.test.ts coverage. - swedish-compliance: confirming executeYearEndClosing selects the correct AB 2099 vs EF 2010 account — engine concern, not visible from the route layer. - swedish-compliance: currency-revaluation scope (1510/2440 vs broader foreign-currency balance sheet items like 1930 / 2350) — engine concern, scope question for executeCurrencyRevaluation. - swedish-compliance: voucher-gap range overlap validation (gap_start..gap_end must not overlap existing voucher_numbers) — real audit-trail concern, but adds an extra round-trip per insert; defer. Suite 3376/3376 still green; tsc clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-13 21:53:22 +02:00
Jakob Wennberg	abb9f5868c	feat(api): Phase 4 PR-1 — AP world (suppliers + supplier-invoices) (#467) ... * feat(api): Phase 4 PR-1 — AP world (suppliers + supplier-invoices) First of two Phase 4 PRs. Ships the public v1 AP-side verticals end-to-end, mirroring the Phase 2 AR pattern (customers + invoices). ENDPOINTS (13) Suppliers: GET /suppliers — cursor list + filters GET /suppliers/{id} — detail, ?expand=supplier_invoices POST /suppliers — idempotent, dry-runnable PATCH /suppliers/{id} — idempotent, dry-runnable, can un-archive DELETE /suppliers/{id} — soft-archive, refused on open SI POST /suppliers/bulk-create — partial-success, max 50 Supplier invoices: GET /supplier-invoices — cursor list + filters GET /supplier-invoices/{id} — detail, ?expand=supplier,items,payments POST /supplier-invoices — register + post registration JE PATCH /supplier-invoices/{id} — registered-only POST /supplier-invoices/{id}/approve — flip to approved POST /supplier-invoices/{id}/mark-paid — book payment JE + flip status POST /supplier-invoices/{id}/credit — issue kreditfaktura + reversing JE No DELETE on supplier-invoices — withdrawal is via :credit (mirrors v1 invoices, keeps both original AND credit note in the audit trail per BFL 5 kap 5 §). STRICT-MODE V1 Carried forward from Phase 3 lessons: - Any JE failure ABORTS before SI state mutation (no soft-fall / partial state). Applies to register, mark-paid, and credit. - checkPeriodLock() pre-check before every JE-emitting write — returns structured PERIOD_LOCKED / SI_PAID_PERIOD_LOCKED / SI_CREDIT_PERIOD_LOCKED instead of letting the DB trigger surface a generic 500. - CAS-race orphan handling in mark-paid: if the SI status flips between pre-flight and our update, the just-posted payment JE is stornoed via reverseEntry() rather than left dangling (BFL 5 kap 5 §). - Math.round monetary throughout. Half-öre epsilon on remaining_amount==0. SCHEMA MIGRATION `20260513150000_archived_at_for_customers_and_suppliers.sql`: - Adds suppliers.archived_at (new — required for the soft-archive flow). - Adds customers.archived_at + customers.vat_number_validated_at — retroactively. The Phase 2 v1 customer routes (PR #451 / #452 / #460) already reference both columns but no prior migration installed them in production. This commit fixes that latent bug while we have the migration open. - Partial indexes on (company_id, created_at) WHERE archived_at IS NULL keep the default-active list path cheap. - is_active (legacy boolean) preserved on suppliers; v1 archive sets both archived_at = now() AND is_active = false, un-archive flips both back so the dashboard's "show only active" filters stay intact. NEW ERROR CODES SUPPLIER_HAS_INVOICES (409) — archive refused while open SI exists SI_NOT_DRAFT (400) — update/delete refused on non-registered SI GDPR ART.5(1)(c) DEFENSE-IN-DEPTH SupplierType has no `individual` variant today, so org_number is always Bolagsverket public-record data. The list endpoint still has the masking hook (empty INDIVIDUAL_TYPES set) so a future natural-person supplier type becomes a one-line change. Duplicate-org_number error responses NEVER echo the submitted value — symmetric with customers. SCOPES 13 new entries in V1_ENDPOINT_SCOPES under suppliers:read / suppliers:write. TESTS 36 new integration cases across 2 suites: - suppliers: list (incl. filter), get (incl. 404), create (happy + 23505 + dry-run + missing-idempotency), patch (happy + empty body), delete (archive + open-invoice refusal), bulk-create (partial-success + 501) - supplier-invoices: list, get (incl. 404), create (happy accrual + supplier 404 + period-locked + strict-mode JE rollback + dry-run), patch (registered-only), approve (happy + non-registered refusal), mark-paid (happy + period-locked + already-paid + strict-mode abort), credit (happy + already-credited + period-locked + dry-run) Full suite green: 3333 passing (237 files). Build + lint clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(api): PR #467 round-2 — Greptile P1/P2 fixes Three real findings from Greptile inline review on the Phase 4 PR-1 commit. P1 — mark-paid: storno orphan JE when SI update fails. When the `.update()` after the JE post returned an `updateErr`, the route logged + returned SI_PAID_FAILED without reversing the just-posted payment JE. The CAS-race branch immediately below already proves journalEntryId is in scope and reverseEntry takes it directly — the original comment about "requires fetching the entry first" was wrong. Now both error branches (the `updateErr` DB-failure path and the `!updated` CAS-race path) storno via reverseEntry before returning, keeping the AP ledger consistent (BFL 5 kap 5 §). Storno failure itself logs loudly and the error envelope surfaces the journal_entry_id so manual reconciliation has a starting point. P1 — credit + register: capture JE link-update result, storno on failure. Both supplier-invoices/route.ts (register) and supplier-invoices/[id]/ credit/route.ts back-fill registration_journal_entry_id on the freshly- inserted SI/credit-note row, but were dropping the await result. A transient DB error there silently left the row with registration_- journal_entry_id=null even though the JE was live on the books — the POST response looked correct (it returned the JE id from the local variable) but every subsequent GET /supplier-invoices/{id} showed null. Both paths now capture the link-update error, storno the orphan JE via reverseEntry, then roll back the SI/credit-note row before returning SI_CREATE_FAILED / SI_CREDIT_FAILED with step='*_link'. Strict-mode atomicity restored. P2 — mark-paid: dry-run paid_at format alignment. Dry-run preview set `paid_at: paymentDate` (YYYY-MM-DD), but the live `.update()` writes `new Date().toISOString()` (full UTC timestamp). A caller validating both responses against the same regex would have been caught by the mismatch. Dry-run now mirrors the live shape. P2 — ensureInitialized() finding dismissed as a false positive: lib/api/v1/with-api-v1.ts:52 already calls ensureInitialized() at module load. Every v1 route imports withApiV1 from that module, so the side effect runs on first import and caches. No existing v1 route (customers, invoices, transactions) imports ensureInitialized() directly — the pattern has been consistent across Phases 1-3 and the AP-world routes follow it. Tests + build green: 3333 passing across 237 files, AP suite 36/36. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(api): PR #467 round-3 — compliance swarm + swedish-compliance fixes Both bots re-ran and converged on a set of substantive findings. Seven real issues addressed; several recurring false positives + architectural deferrals documented inline. REAL FIXES (7) 1. credit: `remaining_amount` calc was nonsensical. `Math.max(0, remaining_amount - total)` was always ≤ 0 (since remaining ≤ total), forcing status to 'credited' regardless of paid state — but only via the clamp, not the logic. Both swedish-compliance and Compliance Swarm (OWASP V2.3 + SOC 2 PI1.3) caught this. A kreditfaktura nullifies the AP obligation on the original (BFL 5 kap 5 §); refunds of already-paid amounts get a separate transaction. `remaining_amount: 0` and `status: 'credited'` unconditionally. 2. supplier-invoices register: VAT rate whitelist. `computeItemsAndTotals` accepted any float for `vat_rate`, silently booking an unrecognised rate into the registration JE → momsdeklaration Ruta 48 + INK2R. Now rejects with VALIDATION_ERROR (allowed_rates echoed) unless the rate is in `{0, 0.06, 0.12, 0.25}` (ML 2 kap 1 §). 3. mark-paid: `exchange_rate_difference` is required for non-SEK accrual. The pitfall docs warned about this but the code didn't enforce it. Without it the payment JE doesn't book the FX delta to 3960/7960 and AP carries a stranded 2440 balance after the bank line clears. Enforces with field- level VALIDATION_ERROR; pass `exchange_rate_difference: 0` if there's no rate movement. 4. suppliers PATCH: refuse on archived suppliers (BFL 7 kap 1 §). An archived supplier's name/address backs historical verifikationer; a post-archive PATCH would silently corrupt 7-year-retained räkenskaps- information. The handler now fetches the current row, refuses identifying- field updates when `archived_at IS NOT NULL`, and only permits the un-archive PATCH (`archived_at: null`). 5. supplier-invoices register: smart vat_treatment / reverse_charge default. The previous default of `'standard_25'` regardless of supplier_type left EU/non-EU supplier rows with metadata that didn't match the actual booking path (which uses `reverse_charge`). Now derives both fields from `supplier.supplier_type` when the caller omits them: foreign suppliers default to `reverse_charge: true` + `vat_treatment: 'reverse_charge'`. Explicit body values still win. 6. reverseEntry: static import (SOC 2 CC8.1). Replaced the three dynamic `await import('@/lib/bookkeeping/engine')` calls in orphan-storno error branches with a top-level static import. The dependency is now visible to SCA / tree-shake / static analysis. 7. Add `userId: ctx.userId` to every storno-failure log context (OWASP V16.1). The CAS-race + linkErr branches now consistently include the actor identity for security-relevant audit events. TESTS (+6 new) - register: rejects non-Swedish vat_rate (whitelist) → 400 - register: defaults reverse_charge=true + vat_treatment='reverse_charge' for eu_business suppliers - mark-paid: requires exchange_rate_difference for non-SEK accrual → 400 - mark-paid: passes when exchange_rate_difference is explicitly 0 - suppliers PATCH: refuses identifying-field edit when archived_at IS NOT NULL - suppliers PATCH: allows un-archive (archived_at: null) flip AP suite 42/42 (was 36). Full suite 3339/3339 green (was 3333). DISMISSED WITH RATIONALE - swedish-compliance "credit-note amounts should be negative" — false read of the engine. `createSupplierCreditNoteEntry` calls `Math.abs()` on item amounts (line 421) and posts a reversing JE; the SI row carries positive amounts + `is_credit_note=true` as a deliberate data-model decision. Negating would break parity with the dashboard and the internal AP-ledger reporting. - OWASP V8.2.1 cross-tenant via path — recurring false positive across Phases 2-4. `withApiV1` (line ~340-350) verifies `company_members` membership BEFORE setting `ctx.companyId` from the URL. - OWASP V8.2.1 supplier_invoice_items company_id filter in rollbackCreditNote — the table has no `company_id` column; cross-tenant protection comes from RLS + the parent supplier_invoice_id scoping. - OWASP V4.5 PATCH allowlist schema-derivation — known architectural deferral; centralising the field list against a Zod `.pick()` is a separate refactor. - GDPR Art.5(1)(f) log/event field identifiers — RoPA / log-pseudonymisation is an org-wide privacy-eng concern, not a per-route fix. - ISO 27001 A.8.15/A.8.16 non-blocking inserts — `supplier_invoice_payments` insert + event emit failures stay at warn-level for v1 to mirror the dashboard internal route. Promoting to error escalations + DLQ is a cross-cutting reliability project, not a route patch. - SOC 2 CC6.3 segregation-of-duties — v1's API-key scope IS the boundary by design. Role-based separation between register / approve / pay is a v1.x feature, not a v1 surface bug. - swedish-compliance reverse-charge gating in credit — the engine (`createSupplierCreditNoteEntry`) already gates the 2647/2645 reversal on `creditNote.reverse_charge` (line 437). Mirrors the registration engine. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(api): PR #467 round-4 — BFL 5 kap 5 § + remaining compliance fixes Compliance bots re-ran on round-3 (Compliance Swarm 13→12 findings, Swedish-compliance fresh re-read). Five real issues addressed; the rest are recurring false positives or architectural deferrals carried over from earlier rounds. REAL FIXES (5) 1. mark-paid: future payment_date rejected at the schema layer. BFL 5 kap 2 § requires bokföring to follow real cash movement; payment_date > today is a scheduling artefact, not an affärshändelse. Returns 400 VALIDATION_ERROR before the JE engine runs. 2. credit: drop user_id from SI_FULL_COLUMNS (GDPR Art.25). The original SI's `user_id` (its historical creator) is never used in the credit flow — the new credit-note row uses ctx.userId (the actor performing the credit). Don't fetch what you don't need. Also drops company_id from the select since it's already filtered. 3. supplier-invoices register: reverse-charge cross-field VAT check. For reverse-charge invoices the Swedish supplier doesn't charge VAT, the buyer self-assesses (ML 1 kap 2§ p.4b / 16 kap 6 § / 16 kap 13 §). If `reverse_charge=true` and ANY item has `vat_rate != 0`, return VALIDATION_ERROR — otherwise the engine would book ingående moms in Ruta 30 / 48 (BAS 2614 / 2645 / 2641) for an invoice that has no VAT to deduct. 4. rollbackSupplierInvoice + rollbackCreditNote: soft-mark, not delete. BFL 5 kap 5 § — rättelse av bokföringspost måste vara dokumenterad så att både den ursprungliga och den korrigerade noteringen är synliga. Hard-deleting the SI row on a mid-write failure destroys räkenskapsinformation even when the JE side (if any) is preserved via storno. Both rollback paths now UPDATE status='reversed' + reversed_at=now() — the SupplierInvoiceStatus enum already has 'reversed' for exactly this case ("credit note whose journal entry was storno-reversed via Ångra kreditering" per the type comment). Trade-off: a retry with the same supplier_invoice_number will hit the unique-index conflict, so the caller picks a fresh number. TESTS (+2 new) - register: rejects reverse_charge=true with non-zero item vat_rate - mark-paid: rejects future payment_date Pre-existing eu_business reverse_charge test updated: item vat_rate flipped from 0.25 → 0 to remain valid under the new cross-field check. AP suite 44/44 (was 42). Full suite 3341/3341 green (was 3339). DISMISSED (recurring or architectural) - OWASP V8.2.1 cross-tenant via path — recurring false positive across Phase 2-4. withApiV1 verifies company_members membership BEFORE setting ctx.companyId from the URL. - ISO A.8.3 approve-route TOCTOU — already mitigated. The UPDATE has `.eq('status', 'registered')` as a race guard; the pre-flight is for ergonomic error messages, not security. - SOC 2 PI1.3 floating-point — project-wide convention is Math.round(x * 100) / 100 per CLAUDE.md. Diverging in one route would create a parity bug with the bookkeeping engine + dashboard. Settled. - SOC 2 CC7.3 storno-failure alerting / ISO A.8.15 audit-log on success / SOC 2 CC6.1 test-fixture key / OWASP V2.2 status state-machine / V1.2.5 dynamic select-clause / V16 audit-log silent-failure / Art.25 banking-field expand — all architectural deferrals that fit the webhook-hardening + scope-redesign work in Phase 6, not the v1 PR. - swedish-compliance "credit-note original-number reference" — the `credited_invoice_id` FK is the structured back-reference; the document-rendering layer surfaces the original `supplier_invoice_- number` from there. Not a v1 surface bug. - swedish-compliance "cash-basis credit-note vat_amount" — engine behaviour mirrored from the dashboard. Engine-layer audit, separate effort. - swedish-compliance "active-supplier mutability broader than archived_at" — solving this requires snapshotting supplier identity onto each supplier_invoices row at registration (schema migration). Deeper architectural decision; tracking for Phase 4 follow-up alongside the journal-entries vertical. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(api): PR #467 round-5 — strict schema + vat_treatment normalisation + narrow BFL archive lock Compliance bots re-ran on round-4. Most findings are recurring (V8.2.1 cross-tenant, PI1.3 floating-point, CC6.3 SoD) or the classic oscillation pattern from the Phase 3 lessons: this round's Art.5(1)(f) flags userId in storno error logs as PII exposure — but last round's V16.1 demanded I ADD userId for audit attribution. Staying with audit attribution; the bot can pick a side. Three substantive findings addressed. REAL FIXES (3) 1. V4.5 mass-assignment defense-in-depth on PATCH /supplier-invoices/{id}. The shared `UpdateSupplierInvoiceSchema` is consumed by the dashboard too, where Zod's default key-stripping is acceptable. The v1 route now wraps it in `V1PatchSupplierInvoiceSchema = UpdateSupplierInvoiceSchema .strict()` so any unknown key (e.g. `status`, `company_id`, `user_id`) returns 400 VALIDATION_ERROR instead of being silently dropped — even if the iteration allowlist downstream is later relaxed. 2. vat_treatment normalisation when reverse_charge resolves true. Caller could previously pass `vat_treatment: 'standard_25'` explicitly on an eu_business supplier, and the supplier-type-driven default would set `reverse_charge: true` while the metadata stayed as 'standard_25'. The engine books via the boolean (so JE is correct) but a downstream momsdeklaration / audit export reading `vat_treatment` would mis- classify. Resolution order is now: reverse_charge first, then vat_treatment forced to 'reverse_charge' if true; explicit overrides only stick when they agree with the resolved boolean. 3. Narrow archived-supplier PATCH lock to identifying fields only. The round-4 blanket lock on archived suppliers was too broad: BFL 7 kap 1 § protects räkenskapsinformation — the fields verifikationer reference through the supplier join — but not internal notes or payment-config metadata. The check now only refuses PATCHes that touch {name, supplier_type, org_number, vat_number, address_*, banking_*}. Notes, default_payment_terms, default_expense_account, default_currency, email, and phone remain editable on archived rows. TESTS (+3 new) - PATCH /supplier-invoices/{id}: rejects unknown body keys (strict schema) - POST /supplier-invoices: explicit vat_treatment='standard_25' is overridden when supplier_type drives reverse_charge=true - PATCH /suppliers/{id}: allows notes edit on archived supplier (BFL narrow scope) AP suite 47/47 (was 44). Full suite 3344/3344 green (was 3341). DISMISSED (recurring / settled / oscillating) - OWASP V8.2.1 cross-tenant via path — recurring false positive 4 rounds running. withApiV1 verifies company_members membership BEFORE setting ctx.companyId from the URL. - GDPR Art.5(1)(f) userId in error logs — direct contradiction of round-3's OWASP V16.1 finding which demanded userId be ADDED for audit attribution. Phase 3 lessons document this oscillation pattern ("swedish-compliance / compliance-swarm oscillate between rounds") and the correct response is to stay with the more security-positive position. Keeping userId on storno-failure logs for ledger-integrity attribution. - SOC 2 CC6.3 segregation-of-duties — same as round-3. v1 design uses API-key scope as the boundary; role-based actor separation is Phase 6 webhook + auth work. - SOC 2 CC6.1 null-userId guard — redundant. withApiV1 short-circuits with 401 UNAUTHORIZED before invoking the handler when API-key validation fails (which is the only path that could leave ctx.userId unset). - SOC 2 CC7.2 storno-failure alerting — architectural; webhook-bus + dead-letter is Phase 6 territory. - SOC 2 / OWASP PI1.3 / V2.3 floating-point — project-wide convention per CLAUDE.md; the engine, dashboard, and v1 all use Math.round(x*100)/100. - ISO 27001 A.8.33 test-fixture financial amounts — synthetic UUIDs + NODE_ENV=test guard already in place; "TEST-only" sentinel amounts would be cosmetic. - OWASP V16.1 eventBus failure retry / DLQ — Phase 6 webhook hardening. - swedish-compliance arrival_number gap risk — acknowledged in commit, bot itself says "no action required"; supplier_invoice_number retry behavior already in the rollback-comment doc. - swedish-compliance vat_code cross-field — engine derives JE shape from `invoice.reverse_charge` (boolean), ignores item vat_code in the RC path. No surface-layer leak. - swedish-compliance credit-note FX at today's rate — bot's reasoning inverted. The credit note REVERSES the original AP obligation; to net 2440 to zero across the original-registration JE + credit-note JE, the SEK amounts MUST be copied from the original. FX rate at today's date applies at the bank-refund transaction side, not the credit-note registration. - swedish-compliance KREDIT- prefix — dashboard parity. The `is_credit_note` + `credited_invoice_id` flags are the structured back-references; the prefix is cosmetic on the human-readable number. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(api): PR #467 round-6 — overpayment guard + two-phase rollback + SI_FULL_COLUMNS minimisation Compliance Swarm trended down 12→9 findings, Swedish-compliance 6→5. Three substantive items addressed; the rest are recurring false positives or the userId-in-logs oscillation that round-5 already settled. REAL FIXES (3) 1. mark-paid: reject overpayment up front (Compliance Swarm V2.3). Previously `Math.max(0, remaining - payment)` silently truncated an overpayment to a zero remaining_amount, while the JE engine booked the full payment_amount against 2440 — leaving an unaccounted overpayment on the AP ledger. Now refuses with VALIDATION_ERROR when `payment_amount > remaining_amount + 0.005` (half-öre tolerance for FX-rounding artefacts). Recovery hint points at :credit for over-billing and the transactions endpoints for refunds. 2. credit: trim SI_FULL_COLUMNS to fields actually read (Art.25(1)). The credit handler never reads notes, paid_at, payment_journal_entry_id, transaction_id, document_id, payment_reference, paid_amount, delivery_date, received_date, reversed_at, created_at, updated_at, exchange_rate_date, due_date — but the projection was fetching them all. SEK-conversion fields (subtotal_sek / vat_amount_sek / total_sek) ARE read (copied onto the credit-note row so the 2440 reversal nets), so they stay. Continues the round-4 user_id / company_id drop. 3. Two-phase soft-rollback (Swedish-compliance, BFL 5 kap 5 §). The bot caught a real misapplication: BFL 5:5 only kicks in once a verifikation has been COMMITTED. Pre-JE failures (items_insert, engine returning null because no fiscal period covers the date) are failed insertions, not bokföringsposter. Marking those rows `status='reversed'` with a null registration_journal_entry_id creates a dangling räkenskapsinformation entry that's harder to audit than a clean removal. Both rollback helpers now take a `journalEntryPosted` flag: pre-JE failures hard-delete (rows + items), post-JE failures keep the round-4 soft-mark + reversed_at behaviour. Call sites tagged per failure reason: items_insert → false (hard-delete) no_fiscal_period → false (hard-delete; engine returned null pre-write) registration_je → true (conservative; engine throw could be post-commit) je_link_failed → true (JE posted + already stornoed above) credit items_insert → false credit no_fiscal_period → false credit_journal_entry → true credit_race → true TESTS (+1 new) - mark-paid: rejects payment_amount > remaining_amount with VALIDATION_ERROR (no JE engine call) AP suite 48/48 (was 47). Full suite 3345/3345 green (was 3344). DISMISSED (with rationale) - OWASP V8.2.1 cross-tenant via path — recurring across 5 rounds. withApiV1 verifies company_members membership BEFORE setting ctx.companyId from the URL. Fix-once decision in the wrapper, not a per-route concern. - OWASP V4.5 strict schema (re-verification) — round-5 added V1PatchSupplierInvoiceSchema = UpdateSupplierInvoiceSchema.strict() + a test asserting {"status": "approved"} is rejected. The bot is re-flagging because it can't see the upstream schema in the diff; manually verified: UpdateSupplierInvoiceSchema only contains {supplier_invoice_number, invoice_date, due_date, delivery_date, payment_reference, notes}. No status / company_id / user_id field. - GDPR Art.5(1)(f) userId in logs — same oscillation as round-4. Last round V16.1 demanded userId be ADDED for audit attribution; this round Art.5(1)(f) wants it REMOVED. Staying with audit attribution per the Phase 3 lessons doc's oscillation guidance. - OWASP V16.1 / ISO A.8.15 / SOC 2 CC7.2 SIEM alerting on storno failure — architectural; Phase 6 webhook hardening. - GDPR Art.25(2) supplier-expand banking fields default-on — same as round-4. A scope split (suppliers:read:sensitive) is a v1.x scope refactor, not a single-route patch. - swedish-compliance VAT 0.06 date-aware validation (livsmedel 1 April 2026) — needs livsmedel BAS classification (which BAS codes signal food) and date-aware lookup tables. Engine-layer concern; not achievable without engine changes. Documenting the 6% rate's temporary nature in the comment was the smaller fix already shipped in round-3. - swedish-compliance SI_RESPONSE_COLUMNS missing reverse_charge — FALSE ALARM. `reverse_charge` IS present in the projection (line 264 of supplier-invoices/route.ts); the engine receives it correctly. - swedish-compliance KREDIT- prefix — dashboard parity, dismissed rounds 3-5. The `is_credit_note` + `credited_invoice_id` flags are the structured back-references. - swedish-compliance cash-basis credit-note ingående moms timing (ML 13 kap 27 §) — legitimate gap but engine-layer. The createSupplierCreditNoteEntry engine function handles accrual only; adding a cash-basis-already-paid branch would change engine semantics, divering from the dashboard. Tracking as a Phase 4 engine follow-up, not a v1 surface bug. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-13 20:16:27 +02:00
Mattsson	6c54f80a93	Bug/agi vacation submission (#468) ... * feat(vacation): add semesterersättning option for direct vacation compensation * feat(vacation): enhance vacation rule tests for accurate salary calculations * feat(vacation): add semesterersättning rule for direct vacation compensation * feat(vacation): update vacation rule handling and add calculateVacationAccrual tests	2026-05-13 19:15:31 +02:00
Mattsson	f0a2577b8b	feat(vat-declaration): implement RC basis gap detection and correctio… (#466) ... * feat(vat-declaration): implement RC basis gap detection and correction functionality * fix(vat-declaration): improve error handling and validation for RC basis account selection	2026-05-13 16:13:45 +02:00
Jakob Wennberg	a9c98da243	feat(api): Phase 3 — transactions + reconciliation vertical (#464) ... * feat(api): Phase 3 — transactions + reconciliation vertical Closes out Phase 3 of the plan in one PR. After this, a 3rd-party agent can fully manage a company's transaction ledger via the public API: import bank data, walk the queue, categorize (manual / template / counterparty / account-override), match payments to customer + supplier invoices, reverse mistakes, and auto-reconcile the bank against the GL. ENDPOINTS (12) Reads: GET /transactions — cursor list, filters GET /transactions/{id} — detail GET /accounts — BAS chart, class filter GET /fiscal-periods — räkenskapsår list Writes (single tx, idempotent + scoped): POST /transactions/{id}/categorize — dry-run, CAS race guard POST /transactions/{id}/uncategorize — dry-run, storno + reset POST /transactions/{id}/match-invoice — storno conflicting JE, payment JE, link POST /transactions/{id}/match-supplier-invoice — incl. FX diff handling Writes (bulk, partial-success + all_or_nothing:true → 501): POST /transactions/ingest — up to 500 items (CSV + custom feeds) POST /transactions/batch-categorize — up to 100 items Reconciliation: POST /reconciliation/bank/run — dry-run, applies matches GET /reconciliation/bank/status — health snapshot All write surfaces mirror the dashboard's internal route compliance behavior exactly — same engine functions, same Prong-B SI-match suggestion intercept on categorize, same FX-diff handling on supplier- invoice match, same optimistic-lock interlock on invoice status update. No new bookkeeping primitives — every route delegates to the existing `lib/bookkeeping/*` engine, `lib/transactions/ingest.ts`, and `lib/reconciliation/bank-reconciliation.ts`. SCOPES + ERRORS Adds 12 entries to lib/auth/scopes.ts under transactions:read|write + reports:read (accounts, fiscal-periods follow the same convention as MCP tools). Adds 4 new error codes: TX_UNCATEGORIZE_NOT_BOOKED, TX_UNCATEGORIZE_JE_NOT_POSTED, TX_INGEST_INSERT_FAILED, TX_BATCH_CATEGORIZE_EMPTY. TESTS 32 new integration cases across 5 suites: - transactions list / detail (4) - accounts + fiscal-periods (4) - categorize / uncategorize / match-invoice / match-supplier-invoice (9) - ingest + batch-categorize (7) - reconciliation run + status (5) plus shared happy-path and edge cases (no-income, already-linked, malformed body, scope rejection, dry-run shape). Full suite green: 3270 passing (234 files). Build + lint clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(api): address PR #464 review — Phase 3 hardening Greptile P1 — cursor pagination broken in GET /transactions. encodeDefaultCursor was passed the YYYY-MM-DD `date` field, but decodeDefaultCursor's strict ISO 8601 timestamp regex rejected it, so every cursor decoded as null and the endpoint always returned the first page. Switched the cursor anchor to `created_at` (real ISO timestamp, total-orderable, unique within the company at the row insertion grain) and updated the sort to (created_at DESC, id ASC). The `date` column remains in every row + filterable via ?date_from / ?date_to. Updated the registry description to reflect the change. Greptile P1 — JE soft-fall in match-invoice + match-supplier-invoice. When the payment journal entry creation threw (any non- AccountsNotInChartError), the catch block recorded the error string but execution CONTINUED, marking the invoice paid + inserting a payment row + linking the transaction with no GL entry. The dashboard internal route soft-fails here intentionally and surfaces a banner so the user can re-book; for the v1 surface a partial state is strictly worse than a clean failure to retry. Both routes now return: - INVOICE_PAID_BOOK_FAILED (match-invoice) - MATCH_SI_RECORD_PAYMENT_FAILED (match-supplier-invoice) before any state mutation. Removed `journal_entry_error` from both response schemas — strict mode means it can never be set on a 200. Greptile P1 — `overdue` supplier invoices fail the optimistic lock. The early status guard accepted `overdue` as matchable, but the downstream `.in('status', ['registered', 'approved', 'partially_paid'])` excluded it, returning MATCH_SI_NOT_OPEN for a legitimately payable invoice. Added `overdue` to the optimistic-lock list. Greptile P1 + Swedish-compliance — CAS-race orphan cancellation. Direct `.update({ status: 'cancelled' })` on the orphaned JE was silently blocked by enforce_journal_entry_immutability (the engine writes JEs as posted) and the `voucher_gap_explanations` row claimed the entry was cancelled when it wasn't. BFL 5 kap 5 § requires corrections via a reversing entry. Both /transactions/{id}/categorize and /transactions/batch-categorize now call `reverseEntry()` on the orphan; the storno pair keeps the verifikationsnummer series unbroken so the gap-explanation insert is no longer needed. Greptile P2 + Swedish-compliance — hardcoded category on match-invoice. The dashboard internal route writes `category: 'income_services'` for every matched invoice payment, overwriting any prior categorization with a wrong BAS classification for goods sales / rental income. Fixed by preserving the existing transaction.category if set, only defaulting to `income_services` when the row had never been categorized before. Compliance Swarm V2.4 — reconciliation date range guard. Added a 366-day cap on date_from / date_to via Zod refine. Longer reconciliations should be paged. Greptile P2 — dry-run dedup limitation. Added a pitfall note documenting that the ingest dry-run only checks external_id-based dedup; content-based dedup (date+amount against already-booked rows) only runs in the live pipeline. Swedish-compliance — BFL chapter typo on fiscal-periods registry. "BFL 6 kap" → "BFL 5 kap 2 §" (the löpande bokföring deadline). Deferred (with rationale documented): - OWASP V8.2.1 cross-tenant via path: false positive — wrapper sets ctx.companyId from the URL after membership check (recurring across swarm runs). - OWASP V4.5 select('*') on transactions/invoices: same as Phase 2 — those rows feed engine functions that need the full shape. - OWASP V2.3 multi-write atomicity (match endpoints): would need a Postgres RPC; separate refactor. - Swedish-compliance kontantmetoden partial-payment status: same semantics as the dashboard internal route; engine-level decision out of v1's scope. - Greptile P3 `reversible: false` on uncategorize: technically correct (the storno itself isn't reversible via this verb). Tests + build green: 3270 passing, lint clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(import): distinguish network errors in the SIE upload step Adds a dedicated 'network' errorType so the SIE import wizard surfaces "Uppladdningen misslyckades" with a connectivity-focused remediation instead of the generic 'parse' fallback (which suggested checking the SIE file format — wrong direction when the issue is actually offline / flaky upload). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(api): address PR #464 swedish-compliance re-run findings The Swedish-compliance bot edited its existing comment in place after the prior fix push (so created_at filtering missed the re-run). The re-run flagged 6 new substantive findings against the post-fix code. Fix 1 — Orphan storno failure leaves an unresolved immutability gap (categorize + batch-categorize). When reverseEntry() on the CAS-race orphan fails, the orphan stays posted and untraceable. BFL 5 kap 5 § requires every correction be traceable. Both paths now insert a voucher_gap_explanations row in the catch branch flagging "automatisk storno misslyckades — manuell reconciliation krävs", so the orphan is logged at the audit-trail level rather than only in app logs. Fix 2 — Period-lock pre-check (categorize + batch-categorize). enforce_period_lock and enforce_company_lock_date triggers block JE inserts on locked/closed periods, but Supabase surfaces those as a generic 500. Added a new lib/api/v1/check-period-lock.ts helper that performs the same check the trigger would (company-wide lock date, is_closed, locked_at), and both routes now return a structured PERIOD_LOCKED response (existing error code, 400) with reason + fiscal_period_id details before the engine call. Note: this is an ergonomics check (TOCTOU window between check and insert) — the trigger remains authoritative. Fix 3 — Ingest dry-run now performs content-based dedup too. The earlier doc-only note was a compliance miss: an integrator relying on dry-run to confirm uniqueness could ingest duplicate affärshändelser, violating BFL 5 kap. The dry-run now runs BOTH external_id dedup AND content-based (date+amount-against-booked) dedup over the request's date range — same query the live pipeline uses. Pitfall doc updated accordingly. Fix 4 — fiscal-periods response now carries duration_days + exceeds_18_months computed fields. An automated client (year-end wizard, audit tool) can spot a non-compliant period sequence (BFL 3 kap, 18-month cap) without re-implementing date arithmetic. 549-day cap (18 calendar months) is used to keep the comparison deterministic across leap years. First-year exceptions still require human judgment; the boolean is a flag, not a verdict. Deferred (with rationale documented in commit, not retried): - uncategorize storno memo: reverseEntry() doesn't accept a reason parameter today and the JE-level back-reference exists already via reversed_by_id / reverses_id. Engine signature change is out of v1's scope. - VAT integrity check on partial payment in match-invoice: the behavior is fully delegated to createInvoicePaymentJournalEntry. The bot itself recommends auditing against the engine; that is an engine-layer concern and the dashboard internal route uses the same path. - 366-day reconciliation window (advisory): no statutory basis; operational guard. - match-supplier-invoice FX path against ML 8 kap 21–23 § (advisory): engine-layer concern. Tests + build green: 3270 passing, lint clean. Touched-suite tests (transactions, fiscal-periods, accounts, reconciliation) re-run; the fiscal-periods test asserts the new derived fields. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(api): PR #464 round-3 review fixes (re-run after period-lock + dedup) Both compliance bots edited their existing comments in place after the prior fix push. New findings against the post-fix code: Fix — VAT account suppression too broad on account_override. categorize/route.ts dropped vat_lines for ANY class-2 override, but BAS class 2 includes the 26xx VAT clearing accounts themselves. Result: a user override TO a VAT account silently lost the auto-VAT line. Tightened to `account_class === 2 && !account_override.startsWith('26')`. The override-to-2440-leverantörsskulder case is unchanged (correctly drops auto-VAT); the override-to-2611-utgående-moms case now keeps the VAT line. Fix — fiscal-periods 18-month cap uses calendar arithmetic. EIGHTEEN_MONTHS_DAYS = 549 was a generous approximation (18 calendar months span 540–549 days). Replaced with proper month-anchor math: start_date + 18 months computed via setUTCMonth-style year/month rollover, then `period_end > anchor` is the violation. Manual day- arithmetic on the year part avoids JS's clamp-overflow on Aug-31-style start dates. duration_days helper preserved for the response field. Fix — match-invoice no longer hardcodes 'income_services'. When the transaction has no prior category, the route now leaves the field UNTOUCHED in the UPDATE (existing default 'uncategorized' or whatever was there persists). The response surfaces null for the uncategorized case so a caller can detect "needs human classification" without inspecting the DB. The auto-default to income_services was flowing into BAS 3001/3041/3530 selection mismatches and INK2R/SRU mis-reporting for goods/rental flows. Existing-category transactions still propagate their value. Doc — accounts.ts BAS 5/6 description tightened. Was "5=other costs, 6=other costs" — both true but flatten distinct subgroups. Now spells out 5xxx (rents/supplies/services) and 6xxx (marketing/professional/IT) under övriga externa kostnader, with a pointer to the canonical BAS chart. Deferred (with rationale documented): - voucher_gap_explanations in SIE export coverage: verification ask; SIE export audit is a separate task, not this PR's scope. - Dry-run dedup parity with full live pipeline: my dedup matches the live pipeline's primary checks (external_id + content date+amount against booked rows). Achieving exact parity would need refactoring lib/transactions/ingest.ts to expose a shared dedup helper. - FX sign convention in match-supplier-invoice: identical to the dashboard internal route; if the engine sign convention is wrong both surfaces are wrong. Engine-layer audit, not v1 surface. - OWASP V8.2.1 cross-tenant via path: recurring false positive — the wrapper sets ctx.companyId from the URL only AFTER company_members membership check. - V2.3 multi-write atomicity in match endpoints: would need a Postgres RPC; separate refactor. - check-period-lock TOCTOU on no_fiscal_period (advisory note): the engine's ensureFiscalPeriod helper creates an open period; if the transaction date sits in a historical gap, the engine creates the period unlocked. The trigger remains the authoritative gate. Tests + build green: 3270 passing, lint clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(api): PR #464 round-4 review fixes (compliance bot re-run) The compliance swarm went from 20 → 10 findings after round-3, but the swedish-compliance bot caught 5 issues my fixes introduced or didn't fully cover. Fix — VAT account suppression narrowed to BAS 2610–2649. My round-3 fix exempted any account starting with '26' from VAT-line suppression, but BAS 26xx includes 2650 (momsredovisningskonto) and 2690 (diverse), neither of which is a moms-line account. Auto-VAT posted against 2650 would double-post on the moms reconciliation account. Tightened the exception to the 2610–2649 range (utgående + ingående moms accounts only). Fix — exceedsEighteenMonths month-end overflow. My round-3 manual month math still passed `startD` raw to Date.UTC, which clamps Aug 31 + 18 months to Mar 3, making the cap LATER than the BFL 3 kap 1 § ceiling (false negative). Now clamps `startD` to the last valid day of the target month using `Date.UTC(year, m+1, 0)`. Fix — ingest dry-run dedup float-key normalization. Built the content-dedup set from `${tx.date}|${tx.amount}` where amount is a JS number stringified directly — `-349.5` from JSON vs `-349.50` from a Postgres numeric round-trip miss-match. Normalized both sides to .toFixed(2). SIE imports commonly carry trailing-zero precision, so this would have caused the dry-run to under-report duplicates (a BFL 5 kap löpande-bokföring concern: an integrator trusting the dry-run could double-book affärshändelser). Fix — CAS-race voucher_series fallback no longer files under 'A'. Both categorize and batch-categorize used `voucher_series || 'A'` for the voucher_gap_explanations row. If the orphan JE had no series, the gap would be indexed under series 'A' and missed by any series- specific audit query (BFL 5 kap 6 §). Now skips the gap row entirely when no series is set — the error log already captures the orphan for human reconciliation; filing under the wrong key is strictly worse than not filing. Fix — match-invoice rejects kontantmetoden partial payments. Under kontantmetoden, utgående moms must be reported per actual receipt (ML 13 kap 8 §). The cash-method-partial branch was falling through to createInvoicePaymentJournalEntry (the accrual 1510/1930 clearing path), which doesn't model the per-installment moms event. Rather than silently over-report moms, refuse with a VALIDATION_ERROR pointing the caller to either wait for the full payment or switch to faktureringsmetoden. Full cash-method payments still flow through createInvoiceCashEntry (the correct kontantmetod path). Deferred (with rationale): - `uncategorize` resets journal_entry_id to null: dashboard parity; the JE-side back-reference (reversed_by_id / reverses_id) preserves the audit pair. Adding a separate reversal_journal_entry_id column on transactions is a schema change out of v1 scope. - OWASP V8.2.1 cross-tenant: recurring false positive. - OWASP V2.2 inline Zod filter schemas: structural consistency decision — kept in-route to match other v1 endpoints; a future refactor can centralize when it justifies the cost. - OWASP V16 add userId/companyId to storno-failure log: txLog already carries both via ctx.log.child; not changing call-site syntax for compliance theatre. - Engine-layer FX sign convention in match-supplier-invoice (advisory): identical to dashboard internal route. Tests + build green: 3270 passing. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(api): match-supplier-invoice storno conflicting JE before booking The match-invoice route stornoes any conflicting auto-categorization JE before posting the payment entry; match-supplier-invoice was missing the symmetric guard. If a transaction was previously auto-categorized (e.g. expense_office with a 5460/1930 entry), matching it to a supplier invoice would post a second 2440/1930 entry while leaving the original posted — two verifikationer for one affärshändelse, a BFL 5 kap 6 § integrity violation. Storno-before-match now applies in both routes, with the same fail-closed semantics (storno failure aborts before any state change). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-13 15:22:57 +02:00
Mattsson	da39eb2d43	Bug/momsdek overflow (#465) ... * feat(settings): add option for company name position in invoice PDF * feat(migrations): add backfill for VAT account labels to correct bad seed data * feat(migrations): add backfill for VAT account labels to correct bad seed data * fix(ui): improve accessibility for company name position toggle in PDF settings * fix(bookkeeping): align BAS 2026 reference data with official PDF Reconciled lib/bookkeeping/bas-data/ against the BAS 2026 v1.1 official chart (1286 accounts). All real discrepancies fixed: - 2089 Fond för utvecklingsutgifter: k2_excluded → true - 8417 Räntekostnader för dold räntekompensation: k2_excluded → true - 1250, 1260 renamed to "(Fritt konto för Inventarier, verktyg och installationer)" — BAS 2026 freed these slots - Periodiseringsfond 2120-2139: added year suffixes (2120 = "...2020" etc.) and added 8 missing accounts (2121-2127, 2129) for years 2019, 2021-2027. Dropped phantom 2022/2024 prior-parser garbage. - 4075-4078: EUland → EU-land - 8411: förlagsoch → förlags- och Verified: 1282 of 1286 PDF accounts match exactly after edits (remaining 4 are PDF-parser artifacts, not real data). Build clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(migrations): backfill BAS 2026 account labels in chart_of_accounts Companion to the TS reference fix. Updates existing companies' rows where they still carry seed-data typos or generic names that don't match BAS 2026: - 4075-4078: EUland → EU-land (hyphenation) - 8411: förlagsoch → förlags- och (hyphenation) - 2120, 2130-2137, 2139: rename "Periodiseringsfond" (generic, no year) to the BAS 2026 canonical name with year suffix Defensive: every WHERE clause matches an EXACT current value. Rows that have been manually renamed by users — including those with a wrong year that may reference legacy fonds from an earlier BAS numbering cycle — are left untouched. No row is deleted. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(migrations): fix wrong-year labels on Periodiseringsfond accounts Follow-up to 20260513140000. The first backfill only renamed accounts whose name was the generic "Periodiseringsfond" (no year). Many customers were seeded from an older BAS numbering cycle where 2126 = "2016", 2127 = "2017", etc. — BAS 2026 reuses those account numbers for years 2026/2027. This migration aligns the year tag with the BAS 2026 meaning of each account number across 2120-2127, 2129, 2130-2137, 2139. Only rows whose name still starts with "Periodiseringsfond" are touched — customers who renamed the account to something custom keep their name. Verified on staging: all 18 accounts now carry BAS 2026 canonical names. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(data): update account names and descriptions for clarity and consistency * fix(migrations): backfill account names for BAS 2026 freed accounts and refine Periodiseringsfond name matching * feat: enhance VAT handling with reverse charge logic and supplier type support * feat: implement VAT declaration validation rules and enhance moms box mapping --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-13 15:17:32 +02:00
Mattsson	9e0b89ee7e	Bug/baskontoplan numbers (#463) ... * feat(settings): add option for company name position in invoice PDF * feat(migrations): add backfill for VAT account labels to correct bad seed data * feat(migrations): add backfill for VAT account labels to correct bad seed data * fix(ui): improve accessibility for company name position toggle in PDF settings * fix(bookkeeping): align BAS 2026 reference data with official PDF Reconciled lib/bookkeeping/bas-data/ against the BAS 2026 v1.1 official chart (1286 accounts). All real discrepancies fixed: - 2089 Fond för utvecklingsutgifter: k2_excluded → true - 8417 Räntekostnader för dold räntekompensation: k2_excluded → true - 1250, 1260 renamed to "(Fritt konto för Inventarier, verktyg och installationer)" — BAS 2026 freed these slots - Periodiseringsfond 2120-2139: added year suffixes (2120 = "...2020" etc.) and added 8 missing accounts (2121-2127, 2129) for years 2019, 2021-2027. Dropped phantom 2022/2024 prior-parser garbage. - 4075-4078: EUland → EU-land - 8411: förlagsoch → förlags- och Verified: 1282 of 1286 PDF accounts match exactly after edits (remaining 4 are PDF-parser artifacts, not real data). Build clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(migrations): backfill BAS 2026 account labels in chart_of_accounts Companion to the TS reference fix. Updates existing companies' rows where they still carry seed-data typos or generic names that don't match BAS 2026: - 4075-4078: EUland → EU-land (hyphenation) - 8411: förlagsoch → förlags- och (hyphenation) - 2120, 2130-2137, 2139: rename "Periodiseringsfond" (generic, no year) to the BAS 2026 canonical name with year suffix Defensive: every WHERE clause matches an EXACT current value. Rows that have been manually renamed by users — including those with a wrong year that may reference legacy fonds from an earlier BAS numbering cycle — are left untouched. No row is deleted. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(migrations): fix wrong-year labels on Periodiseringsfond accounts Follow-up to 20260513140000. The first backfill only renamed accounts whose name was the generic "Periodiseringsfond" (no year). Many customers were seeded from an older BAS numbering cycle where 2126 = "2016", 2127 = "2017", etc. — BAS 2026 reuses those account numbers for years 2026/2027. This migration aligns the year tag with the BAS 2026 meaning of each account number across 2120-2127, 2129, 2130-2137, 2139. Only rows whose name still starts with "Periodiseringsfond" are touched — customers who renamed the account to something custom keep their name. Verified on staging: all 18 accounts now carry BAS 2026 canonical names. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(data): update account names and descriptions for clarity and consistency * fix(migrations): backfill account names for BAS 2026 freed accounts and refine Periodiseringsfond name matching --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-13 11:54:06 +02:00
Jakob Wennberg	07a7964e8d	fix(supplier-invoices): guard against duplicate payment when bank tx already booked (#461) ... * fix(supplier-invoices): guard against duplicate payment when bank tx already booked Two-pronged fix for a UX trap where a supplier invoice could be marked paid even though the bank payment was already booked on 2440, creating a duplicate verifikation. Prong A — mark-paid duplicate guard: before booking, scan for an unlinked outgoing bank transaction matching this supplier (merchant_name ILIKE) within ±2% / ±60 days. If found, return 409 SI_PAID_LIKELY_DUPLICATE with candidates so the UI can offer "link existing" instead. Override via { force: true }. Prong B — categorize match suggestion: when the user assigns 2440 directly on a negative business transaction and an open supplier invoice from the same supplier covers the same amount, return 409 TX_CATEGORIZE_SUGGEST_SI_MATCH with candidates and route the user to match-supplier-invoice. Override via { confirm_no_match: true }. Frontend dialogs added on the supplier-invoice detail page and the transactions inbox. Partial payments skip the mark-paid guard (deliberate action). Tests cover the 409 path, the override path, and the no-candidates happy path on both routes. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(supplier-invoices): apply PR review fixes to duplicate-payment guards - Add `is_business = true` filter to mark-paid candidate query so private bank withdrawals don't surface as false-positive duplicates - Escape LIKE wildcards (`%`, `_`, `\`) in both ILIKE patterns to avoid silent over-matching when a supplier/merchant name contains those chars - Round paymentAmount and remaining_amount to 2 decimals before the partial-payment guard comparison to avoid float-equality fragility - Require credit account to be in the 1xxx (bank/cash) series for the Prong B 2440 intercept so 2440 against clearing/equity accounts isn't misinterpreted as a supplier payment - Extract DUPLICATE_AMOUNT_TOLERANCE_PCT (0.02) and DUPLICATE_DATE_WINDOW_DAYS (60) into a shared helper module with the LIKE-escape utility Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(supplier-invoices): broaden 244x match, audit log overrides, drop JE id from response Second-round PR review fixes: - Widen Prong B regex from /^2440$/ to /^244\d$/ so payments mapped to BAS sub-accounts (e.g. 2441 leverantörsskulder i utländsk valuta) also trigger the suggestion (swedish-invoice-compliance bot) - Log a structured warning when force=true or confirm_no_match=true is honored, with the relevant context (amount, date, accounts) so the override is traceable per BFNAR 2013:2 kap 8 (behandlingshistorik) - Drop journal_entry_id from the SI_PAID_LIKELY_DUPLICATE candidate response payload (data minimization, GDPR Art.5(1)(c)); the UI never rendered it Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(supplier-invoices): third-round PR review — date window on Prong B, length cap, VAT message - Add the missing date window to the Prong B categorize candidate query (swedish-compliance bot): without it, an open invoice from years back can surface as a "match" for an unrelated bank transaction. Uses the shared DUPLICATE_DATE_WINDOW_DAYS against invoice_date. - Cap supplier/merchant names to 200 chars before they enter escapeLikePattern (OWASP V1.2.5 / ISO A.8.28). Bounds DB work on pathological inputs. - Log a structured warning when the mark-paid guard is skipped because the invoice has no resolved supplier name (BFL 5 kap 7 § — motpart should be identifiable; the absence is itself worth surfacing). - Update the SI-match suggestion error and the matching UI copy to call out the actual compliance risk: a duplicate 244x posting double-deducts ingående moms (ML 8 kap 3 §), not just bookkeeping symmetry. - Reword "Bokför på 2440 ändå" to "Bokför på leverantörsskulder ändå" now that the regex covers BAS sub-accounts 244x. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(supplier-invoices): correct Prong B framing — duplicate verifikation, not VAT double-deduction Latest swedish-compliance review correctly walked back the earlier finding that asked for ML 8 kap 3 § VAT framing. Plain 244x categorization via account_override does not include VAT lines (account class 2), so the risk is a duplicate verifikation (BFL 5 kap 5 §), not a double VAT deduction. Update both the structured error message and the dialog body to reflect the actual mechanism. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-13 11:38:19 +02:00
Jakob Wennberg	01e99d3220	feat(api): v1 invoice PDF + customer bulk-create (Phase 2 PR-B-3) (#460) ... Closes out the Phase 2 invoices+customers vertical. After this PR, every write/read the dashboard does on these two resources is reachable via the public API. GET /api/v1/companies/{companyId}/invoices/{id}/pdf Read-only application/pdf endpoint. Mirrors the dashboard's internal /api/invoices/[id]/pdf so a downloaded PDF is byte-equivalent across surfaces. Drafts render with the "faktura-utkast-<id-slice>.pdf" filename (preview before send is a legitimate workflow); sent invoices use "faktura-<number>.pdf"; credit notes use "kreditfaktura-<number>.pdf" and embed the original invoice's löpnummer per ML 17 kap 22–23§ back-reference; proforma + delivery notes get their own prefixes. Error codes: INVOICE_PDF_RENDER_FAILED (500, new), INVOICE_SEND_COMPANY_SETTINGS_MISSING (404, reused — same condition, same remediation). POST /api/v1/companies/{companyId}/customers/bulk-create Mirrors /invoices/bulk-create exactly: same `{ results, summary }` shape, same all_or_nothing: true → 501 NOT_IMPLEMENTED contract, same 50-item cap, same sequential processing. Per-item rollback isn't needed (customer insert is a single row), but per-item 23505 → CUSTOMER_DUPLICATE_ORG_NUMBER failure surfaces in the results array without echoing org_number (GDPR Art.5(1)(c): for sole traders org_number IS the personnummer). VIES validation runs per item, best-effort — a timeout leaves vat_number_validated=false but does NOT fail the item. Registry: extended EndpointDefinition.response with an optional `contentType` field so the OpenAPI generator can emit `format: binary` schemas for non-JSON responses. The PDF endpoint is the first consumer; future binary endpoints (SIE export, ICS feeds) use the same hook. Scope catalogue: added GET .../pdf → invoices:read, POST .../customers/bulk-create → customers:write. Tests: 14 new integration cases (7 for PDF: sent / draft / credit-note filename, 404, render-error 500, non-UUID 400, scope rejection; 7 for customer bulk-create: happy path, dup-org error masking, max-50 cap, all_or_nothing 501, dry-run preview, empty array, scope rejection). Suite green: 3232 passing. Build + lint clean. Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-13 10:53:51 +02:00
Mattsson	64e6aa67a7	Fix/minor UI fixes (#459) ... * feat(settings): add option for company name position in invoice PDF * feat(migrations): add backfill for VAT account labels to correct bad seed data * feat(migrations): add backfill for VAT account labels to correct bad seed data * fix(ui): improve accessibility for company name position toggle in PDF settings	2026-05-13 10:45:08 +02:00
Jakob Wennberg	37ccda5cad	feat(api): v1 invoice :send + bulk-create (Phase 2 PR-B-2b-3 + PR-B-2c) (#458) ... * feat(api): v1 invoice :send + bulk-create action verbs (Phase 2 PR-B-2b-3 + PR-B-2c) Combined chunk: ship the full :send pipeline and partial-success bulk creation in one PR, plus include the dangling /reset-password middleware fix that completes PR-455's password-recovery flow. POST /api/v1/companies/:companyId/invoices/:id/send Full send pipeline mirroring the internal route, hardened for the public API surface: email-configured check, draft-only guard, cancelled / delivery-note / credit-note / missing-moms_ruta rejections, customer email check, company-settings fetch, F-series invoice-number allocation (atomic at :send per ML 17 kap 24§ p.2, not at draft create), preflight PDF render before number consumption, final PDF render, email send, point-of-no-return status flip, BFL 5 kap journal entry, document archival, invoice.sent event emit. Post-send failures (journal entry, archive) surface via a `warnings` array rather than failing the response — the invoice IS sent at that point. Dry-run validates the pipeline + preflight PDF without allocating a number or hitting the provider. Error codes: INVOICE_SEND_EMAIL_NOT_CONFIGURED (503), INVOICE_SEND_NO_CUSTOMER_EMAIL / _CANCELLED / _COMPANY_SETTINGS_MISSING (400), INVOICE_UPDATE_NOT_DRAFT (409), INVOICE_SEND_PDF_RENDER_FAILED / _NUMBER_ASSIGN_FAILED (500), INVOICE_SEND_PROVIDER_FAILED (502). POST /api/v1/companies/:companyId/invoices/bulk-create Batch create up to 50 invoices in a single call, sequential processing, partial success: `{ results: [{ ok, request_index, data?, error? }], summary: { total, succeeded, failed } }`. Per-item rollback on items insert failure (delete the parent invoice row). Emits invoice.created per success. Dry-run wraps results in a preview without inserting. `all_or_nothing` is accepted but reserved for a future PR. lib/supabase/middleware.ts Add /reset-password bypass before the authenticated-user redirect so password-recovery sessions don't bounce to '/'. This should have landed in PR-455 — the `git add 'app/(auth)'` filter missed the middleware file at lib/. Without this the recovery email link silently fails for the recipient. Tests: 14 new integration tests across both routes (happy path, provider failure, scope rejection, draft-only guard, dry-run shape, bulk partial-success, max-50 enforcement, validation error). Full suite green (3207 passing, 1 unrelated pre-existing pg-real failure). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(api): address PR #458 review — :send + bulk-create hardening Greptile P1: silent zero-row update after email delivery. PostgREST returns { error: null } on 0-row UPDATEs. The post-email status flip used `.eq('status', 'draft')` as an optimistic lock but never inspected the row count, so a concurrent state change (race, double-send from another session) would leave the DB row in 'draft' while the response claimed 'sent' and the email was already gone. Fix: `.select('id')` after the update and check `flipRows.length`; on 0-row miss, push STATUS_UPDATE_FAILED warning AND change the response status to 'draft' so the caller can reconcile. Greptile P1: re-read error swallowed; invoice_number could vanish from the response. After ensureInvoiceNumber, the re-read query destructured only `data`, silently dropping `error`. A transient connection failure would leave `numbered` null and `finalInvoiceNumber` undefined; JSON serialization would then omit the field, violating the documented response schema. Fix: capture `reReadErr`, log a warning, fall back to typed.invoice_number (which was just written by the RPC and is authoritative in-memory). Apply the same fallback at the top-level `ok()` call. Greptile P2 + Compliance Swarm V2.3 + Swedish-compliance kreditfaktura: reject credit notes from :send. The :credit endpoint creates credit notes atomically in 'sent' state with their own number — there is no v1 path that produces a draft credit note, so reaching :send with credited_invoice_id set is misuse or manual DB editing. Allowing it would assign an F-series number to a kreditfaktura (ML 17 kap 22–23§ require a distinct kreditfaktura series and a back-reference that this route would not enforce). Fix: reject with VALIDATION_ERROR pointing at /credit. Removes a stretch of dead code (originalInvoiceNumber lookup, kreditfaktura filename branch) that can never execute now. Greptile P2: all_or_nothing: true silently treated as false. A caller asking for atomic semantics must not get partial-success behaviour with no runtime signal. Fix: reject with new NOT_IMPLEMENTED error (501) plus a details.field pointer. Schema still accepts the flag for forward compatibility once a DB-side RPC ships. New error code added to lib/errors/structured-errors.ts. Tests: 3 new integration cases (credit-note rejection, status-flip no-op warning, all_or_nothing 501). Suite green: 3218 passing. Build clean, lint clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(api): PR #458 follow-up — defense-in-depth + comment precision OWASP V8.2.1 (bulk-create): use DB-returned customer.id at insert time instead of input.customer_id. The .eq() pair already enforces company scoping at fetch, but echoing the trusted value from the query makes the guarantee explicit at the call site and immune to refactoring drift. Same change in the dry-run preview shape. Swedish-compliance wording: the credit-note rejection comment now spells out BOTH ML 17 kap 22–23§ requirements — distinct kreditfaktura series AND explicit back-reference to the original invoice's löpnummer — so any future v1 path that does support credit-note send starts from a complete spec. Company-settings select: kept select('*') with an explanatory comment rather than enumerating columns. The InvoicePDF template consumes the full CompanySettings shape; a partial allow-list risks silently breaking rendering, and the table has no sensitive columns today (API tokens, billing data live in scoped tables). Documents the trade-off so the next reviewer doesn't re-litigate. Deliberately not changed: - Math.round → Math.trunc on VAT öre: CLAUDE.md mandates Math.round project-wide; unilateral deviation here would diverge from the bookkeeping engine and POST /invoices. - 207 Multi-Status on partial post-email failures: gnubok's convention is warnings[] in the 200 envelope; a per-route status divergence would break the response contract clients rely on. - Wrapper membership double-check (OWASP V8.2.1 send route): the withApiV1 wrapper sets ctx.companyId from the URL after the membership check — recurring false positive in this swarm. Tests + build + lint clean. 17/17 in the touched suites. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-13 10:23:42 +02:00
Mattsson	7738f286af	feat(settings): add toggle for displaying company name on invoice PDF… (#457) ... * feat(settings): add toggle for displaying company name on invoice PDF header * fix(migrations): rename duplicate-timestamped migration to unique version Two migrations shared timestamp 20260513120000, causing schema_migrations PK collision (SQLSTATE 23505) on apply. Bump the VAT seed migration to 20260513120100 so both insert cleanly. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-13 09:33:06 +02:00
Mattsson	3fa871c742	Bug/accounting suggestion (#456) ... * feat: add bike benefit handling and optional vacation accrual - Introduced bike benefit (cykelförmån) with calculations for annual market value and monthly taxable value. - Updated schemas to include new benefit types and validation rules. - Implemented API routes for creating, updating, and deleting employee benefits. - Enhanced salary calculation logic to accommodate new vacation rule options, including a 'none' option for no accrual. - Added UI components for managing employee benefits, including input for bike benefit specifics. - Created database migrations for employee benefits and updated salary line items to support new benefit types. * chore: remove Langfuse env var checks Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat: enhance OAuth callback URL handling and update default scopes for Visma integration * feat: remove trade_name field and simplify company naming in invoices * refactor: destructure canWrite from useCanWrite for consistency across components * feat: enhance PATCH endpoint to validate existing benefits and handle bike benefit updates * feat: add missing label for bike benefit in salary line item types --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-13 00:26:04 +02:00
Jakob Wennberg	cd96e5ec26	feat(api): v1 invoice :mark-paid + :credit action verbs (Phase 2 PR-B-2b combined) (#455) ... * feat(api): v1 invoice :mark-paid + :credit action verbs (Phase 2 PR-B-2b combined) Bigger PR per the user's request. Lands the remaining two journal-entry- centric action verbs together — they share the same lifecycle pattern established in :mark-sent (idempotent, dry-runnable, scope-gated, warnings on partial-state failures). POST /api/v1/companies/:companyId/invoices/:id/mark-paid - Books a payment against a sent / overdue invoice. Updates status to paid (or partially_paid when remaining_amount > 0). Three booking paths: - Faktureringsmetoden (accrual default): Debit 1930 / Credit 1510 via createInvoicePaymentJournalEntry — settles AR. - Kontantmetoden (cash): Debit 1930 / Credit revenue + Credit VAT via createInvoiceCashEntry — revenue recognition happens HERE under cash. - Custom lines (partial payment): caller-supplied balanced journal lines via createJournalEntry directly. Validated for balance (sum debits == sum credits, both > 0) → 400 INVOICE_PAID_LINES_UNBALANCED otherwise. - Optional body: { payment_date?, exchange_rate_difference?, lines? } - Race-condition guard: status update matches .in(['sent','overdue', 'partially_paid']) so a concurrent payment returns 409 INVOICE_PAID_RACE. - Emits invoice.paid (new event type, added to lib/events/types.ts with paymentAmount + paymentDate in the payload). POST /api/v1/companies/:companyId/invoices/:id/credit - Issues a kreditfaktura against a sent / paid / overdue invoice (ML 17 kap 22–23§). Creates a NEW invoice row with: - invoice_number = "KR-<original>" - credited_invoice_id = original id - status = 'sent' - All amounts negated (subtotal, vat_amount, total, items quantities/totals) - Items mirror the original with negated values; inserted in a separate step with company-scoped rollback DELETE on failure. - Flips original invoice to status='credited'. Warns ORIGINAL_NOT_FLIPPED if the flip fails (the credit note still exists; operator reconciles). - Posts reverse journal entry via createCreditNoteJournalEntry (accrual only; cash basis defers to refund time). - Emits credit_note.created (existing event in the bus). Both endpoints: - Use the established wrapper + Idempotency-Key + dry-run + warnings pattern from :mark-sent. - Validate document_type (no delivery_notes), credited_invoice_id (no recursive credits), and status before any mutation. - Use explicit column projections (no SELECT *). - Sanitize pg_message from client responses (kept in logs). - Emit error-level logs on partial-state failures + surface warnings to the caller via meta.warnings. Event types union (lib/events/types.ts) gains invoice.paid; credit uses the existing credit_note.created event. URL convention: plain /verb subpaths (e.g. /invoices/:id/mark-paid), consistent with :mark-sent. Stripe/QuickBooks pattern, not the AIP-style :verb that Next.js routing fights. 17 new tests covering happy paths (accrual + cash for mark-paid), custom-lines balance validation, dry-run preview, document-shape guards, scope, idempotency, race conditions, and credit-of-credit / delivery-note rejection. 3194/3194 vitest pass; build clean; lint clean on v1 paths. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(api): address PR #455 review + include password-recovery fixes PR #455 review fixes: - Greptile P1 (CLAUDE.md architecture rule): API routes that emit events via eventBus must call ensureInitialized() at module level to wire extension event handlers. Neither :mark-paid (invoice.paid) nor :credit (credit_note.created) had it — nor did the already-merged :mark-sent, POST /invoices, POST /customers, etc. Fixed once at the wrapper layer: ensureInitialized() now runs at module import of lib/api/v1/with-api-v1.ts, so EVERY v1 route gets the init at import time. Single source of truth prevents future routes from forgetting (idempotent guard makes the repeated call safe). Cleaner than per-route copy of the call. - Swarm PI1.3 (low): 0.005 epsilon in mark-paid was undocumented. Added a comment explaining: after rounding to 2 decimals, newRemaining is in steps of 0.01; values ≤ half-an-öre only arise from float artefacts. Pushing back (recurring triage, consistent with prior PRs): - V8.2.1 + CC6.3 × 4 "ctx.companyId vs params.companyId mismatch" — impossible by construction. The wrapper sets ctx.companyId FROM the URL params after the membership check. They are guaranteed equal. - V2.3 + A.8.15 + A.8.28 atomicity / floating-point / partial-failure alerts — same architectural / cross-surface deferred work as prior PRs; matches internal /api/invoices pattern precisely. - V4.5 account_number allowlist — engine validates it. - V2.4 idempotency TOCTOU — wrapper handles via DB unique constraint. - Art.5(1)(f) PII in logs, A.8.11 dry-run preview scope, A.8.15 partial- failure naming, test scope coverage — all recurring triage. Password-recovery flow fixes (included per request — pre-existing working-tree changes the user authored): - app/(auth)/auth/callback/route.ts: when the callback exchanges a recovery token (type='recovery' or next='/reset-password'), redirect directly to /reset-password instead of running onboarding/MFA/ dashboard checks. Previously users clicking the password-reset email got bounced through onboarding. - lib/supabase/middleware.ts: /reset-password no longer bounces authenticated users to / (the recovery flow lands here with a fresh session by design — the user is *supposed* to call updateUser({ password }) on this page). - app/(auth)/login/page.tsx: shows an error banner when ?error=auth_error is set (expired/used recovery link), with a button to request a new one. Wrapped the page in <Suspense> because useSearchParams() now forces dynamic rendering (Next.js 16 static-prerender bail-out otherwise). - app/(auth)/auth/callback/__tests__/route.test.ts: new test file covering the recovery callback path. 3197/3197 vitest pass (3194 prior + 3 from the new auth-callback tests). Build clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(api): mark-paid uses remaining_amount as default payment, not total Real correctness fix from Swedish-compliance review on PR #455. When no customLines is supplied, mark-paid previously defaulted paymentAmount to typed.total. Combined with the race-condition guard that allows the status UPDATE to flip a partially_paid invoice to paid, this could over-credit AR in a race scenario: 1. Invoice in 'sent' status, total=12500, remaining=12500. 2. Concurrent partial payment lands first → status='partially_paid', remaining=7500. 3. The full-payment request's pre-flight saw 'sent' and passed; its UPDATE matches partially_paid (race guard allows it). With the old logic the journal entry was for total=12500 against an AR balance of only 7500 — a 5000 over-credit. Using remaining_amount as the default eliminates this. Same end state in the common case (no prior partial); correct booking in the race. 3197/3197 vitest pass. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-12 23:52:18 +02:00
Jakob Wennberg	e4186523f9	feat(api): v1 invoice :mark-sent action verb (Phase 2 PR-B-2b-1) (#454) ... * feat(api): v1 invoice :mark-sent action verb (Phase 2 PR-B-2b-1) First invoice action verb. Transitions a DRAFT invoice to 'sent' status — intended for invoices delivered outside gnubok (Peppol, postal, custom SMTP). The full :send pipeline (PDF + email) builds on top of this in PR-B-2b-3. URL convention: plain /verb subpath (e.g. /invoices/:id/mark-sent), not the AIP-style :verb suffix the plan originally proposed. Next.js routes don't support `:` in folder names, and the Stripe/QuickBooks idiom is plain subpaths anyway. The agent-facing docs can still describe the action however we want. What happens on commit: 1. F-series invoice_number allocated atomically via the generate_invoice_number RPC (per the PR-B-2a design — drafts have invoice_number=null until this transition, preserving the unbroken löpnummer series required by ML 17 kap 24§ p.2). 2. Status flips draft → sent. 3. For accrual + real invoices, posts the invoice journal entry via createInvoiceJournalEntry (Debit AR 1510 / Credit revenue 3xxx / Credit output VAT 26xx). Cash basis skips this; booking happens at payment time. 4. Writes journal_entry_id back onto the invoice row. 5. Emits invoice.sent. Race-condition guard: the status update matches .eq('status', 'draft'), so a concurrent transition between pre-flight and update returns 409 INVOICE_UPDATE_NOT_DRAFT. Dry-run: returns a preview of the post-send invoice state including a would_create_journal_entry flag and the resolved accounting_method. invoice_number can't be predicted exactly (atomic sequence allocation) so the preview shows a marker rather than a fake number. PDF archival is deliberately NOT in this PR. The internal route does it, but PDF rendering + document upload is a meaningful surface area that belongs with :send (PR-B-2b-3) where email + PDF land together. Test infrastructure: the makeFlexibleSupabase mock now supports per-table result QUEUES (array form returns results in order across multiple calls; single value returns same result every time). Required to mock the pre-flight read (status=draft) and post-update read (status=sent) on the same `invoices` table inside one request. 9 new tests covering happy path, idempotency, scope, draft-only guard, delivery-note rejection, 404, UUID validation, dry-run preview shape, and cash-method skip. 3174/3174 vitest pass; build clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(api): address PR #454 review (Greptile + swarm + Swedish compliance) Real bugs / contract violations: - Greptile P1 (guard order): the delivery_note guard ran AFTER the status check, so a sent delivery note returned 409 instead of the documented 400. Reordered: document-shape guards (delivery_note + credit_note + missing moms_ruta) now run before the status check. - Greptile P1 (journal_entry_id write-back): Supabase returns { data, error } and never rejects on DB errors, so a write-back failure produced no log and left the invoice with a real journal entry but no pointer. Now destructured + escalated to error log AND surfaced as a warning in the response. - Swedish: credit notes (credited_invoice_id !== null) were not rejected — they would have been posted via createInvoiceJournalEntry with the wrong sign (Debit AR / Credit revenue instead of the inverse). Now explicitly rejected; credit-note path goes through POST /:id/credit (PR-B-2b-4). - Swedish: moms_ruta now validated in the pre-flight. A null value would silently default to 25% domestic in the journal-entry generator — wrong for reverse-charge / EU-service / zero-rated invoices. Real ML 17 kap 24§ concern. Partial-state visibility (Swedish + Swarm V2.3 + A.8.15 + PI1.3): The response now carries an optional `warnings: [{ code, message }]` field when the status flip succeeded but a follow-up step failed (journal entry creation, event emission, or journal_entry_id write- back). Three warning codes: - JOURNAL_ENTRY_NOT_POSTED — verifikation missing; BFL 5 kap reconciliation required - JOURNAL_ENTRY_ID_WRITEBACK_FAILED — entry exists but invoice row has no pointer - EVENT_EMIT_FAILED — webhook subscribers may miss this transition All three escalate to error-level logs. The architectural fix (transactional Postgres RPC that bundles allocation + status flip + journal entry) is tracked as cross-surface compliance work; the warnings field is the agent-facing signal until that lands. The F-series race window (number allocated before status flip; a concurrent transition can leave a consumed-but-orphaned number, ML 17 kap 24§ p.2 gap) is now explicitly documented in the route docstring rather than hidden in implementation. Same residual issue exists in the internal route; fix needs the transactional RPC. Pushing back (consistent with prior triage): - V8.2.1 explicit ownership check (wrapper handles — false positive) - Cross-tenant IDOR test (duplicates wrapper test coverage) - Pseudonymise IDs in logs (operational value > theoretical risk) - Structured audit event sink (current ctx.log.info IS structured) - Test fixture A.8.33 (NODE_ENV guard in place; Acme AB is canonical synthetic placeholder) - Projection column narrowing (fields ARE used in the flow) - company_settings hard-fail on miss (accrual default is normal) 3 new tests covering credit-note rejection, missing moms_ruta, and the journal-entry-failed warnings path. Plus the delivery-note test now asserts the guard ordering works for sent delivery notes too. 3177/3177 vitest pass; build clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-12 23:19:21 +02:00
Jakob Wennberg	e96cbe05d0	feat(api): v1 invoice draft writes (Phase 2 PR-B-2a) (#453) ... * feat(api): v1 invoice draft writes (Phase 2 PR-B-2a) POST /api/v1/companies/:companyId/invoices creates a draft invoice, proforma, or delivery note. Reuses the established v1 discipline: - Idempotency-Key mandatory (wrapper option). - Dry-runnable: ?dry_run=true returns the validated would-be invoice + computed items with VAT totals; no DB writes, no number allocation, no event emission. - Explicit column projections (no SELECT *). - Per-item VAT rate validated against the customer's allowed rates from getVatRules() — mixed-rate invoices supported. - Currency conversion via fetchExchangeRate() (best-effort, non-fatal). - F-series number allocation via ensureInvoiceNumber() with soft-cancel rollback if allocation fails — preserves sequence integrity for ML 17 kap 24§ (no gaps in F-series). - invoice.created event emitted for real invoices (not proformas / delivery notes). PATCH /api/v1/companies/:companyId/invoices/:id updates a DRAFT invoice's metadata fields only: - Allowed: invoice_date, due_date, delivery_date, your_reference, our_reference, notes. - NOT allowed (intentional): customer_id, currency, document_type, items, status. Structural changes go through delete-and-recreate (drafts are cheap); status transitions via the action verbs in PR-B-2b. - 409 INVOICE_DELETE_NOT_DRAFT if the invoice has already been sent / paid / credited / cancelled. The error code is shared with DELETE (reused rather than introducing a new "not draft" code). - Race-condition guard: the .update() also matches .eq('status', 'draft') so a concurrent :send between pre-flight and write returns the same 409. Dry-run for invoice DRAFT create uses dryRunPreview() (validation-only) rather than dryRunStaged() — drafts have no journal-entry side effects yet, so there's nothing to stage in pending_operations. The dryRunStaged() helper from PR-B-1 stays unused this PR; PR-B-2b's :send will be its first real consumer (voucher number, journal lines, account deltas). Tests: 12 new (5 POST + 7 PATCH) covering happy path, customer not found, VAT rate violation, dry-run preview shape, scope enforcement, Idempotency-Key requirement, draft-only PATCH guard, forbidden field rejection, UUID validation, empty body. Stubs ensureInvoiceNumber and fetchExchangeRate to keep tests deterministic. 3165/3165 vitest pass; build clean; lint clean on v1 paths. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(api): address PR #453 review (Greptile + swarm + Swedish compliance) Real fixes (all reviewers agreed): - Greptile P1 + SOC 2 CC6.3: PATCH was reusing INVOICE_DELETE_NOT_DRAFT (httpStatus 400) for a semantically different operation; docstrings + tests claimed 409 while code returned 400. Introduced INVOICE_UPDATE_NOT_DRAFT with httpStatus 409 in structured-errors.ts. PATCH now returns 409 consistently; test name and assertion aligned. - Greptile P1: POST rollback DELETE on items-insert failure now scoped by company_id (defense in depth) AND its error is destructured/logged so a double-failure is visible in audit trails (was previously silent on the rollback path). - Greptile P1: refetch error after invoice insert is now logged with invoiceId + companyId at warn level; the response gracefully falls back to the header-only shape rather than misleading the agent with a 5xx (the data WAS committed). GDPR Art.5(1)(f) × 2, ISO A.8.11 × 2, SOC 2 CC7.2 × 2: client-facing error responses no longer echo raw Postgres pg_message strings (which can interpolate field values from constraint detail). pg_code is kept in the response (machine-readable, no PII leak); pg_message moves to the internal structured log entry only. Applies to INVOICE_CREATE_INSERT_FAILED and INVOICE_CREATE_ITEMS_FAILED. OWASP V2.2: defensive UUID validation on ctx.companyId at POST handler entry. The wrapper already validated membership, but mirroring the detail-route's pattern for path params eliminates a class of edge-case queries with malformed predicates. Swedish compliance (ML 17 kap 24§ p.2 — most substantive finding): ensureInvoiceNumber is NO LONGER called at draft-create. The doc string already said "F-series invoice_number is allocated atomically on the first send action (PR-B-2b)" but the code contradicted it by allocating at POST. Code now matches intent: drafts (invoices and proformas) keep invoice_number=null until :send. Delivery notes continue to allocate their separate D-series number on insert (different sequence, no F-series gap concern). This eliminates the soft-cancel path entirely for the common case where a user creates and abandons a draft — no more legal gaps in the löpnummer series from ordinary workflow. Pushing back on: - Atomicity / Postgres RPC wrapping (V8.2.1 × 2, CC6.1) — substantial refactor; the existing internal /api/invoices POST has the identical multi-step pattern; not a v1 regression. Track for a future RPC- consolidation PR across both surfaces. - Float-point VAT rounding (V2.3, Swedish #3) — matches internal route precisely; consistency over premature decimal-library migration. - TOCTOU rewrite to single UPDATE-WHERE-RETURNING (V8.2.1, CC6.1) — current pre-flight + scoped UPDATE is correct; the suggested cleanup is stylistic. - PATCH response verbose projection (A.8.3, Art.25) — consistency with detail endpoint; the agent that just updated likely wants the full record back. - per-line moms_ruta (Swedish #4) — schema migration; the existing header-only column is what the codebase has. - Event emission failure alerting (A.8.15) — defer to PR-C webhooks. - Test fixture A.8.33 — already addressed (NODE_ENV guard at test bootstrap, clearly synthetic UUIDs). Test fixture UUID v4 fix: COMPANY_ID upgraded to proper v4 format (was 'aaaaaaaa-aaaa-aaaa-aaaa-aaaaaaaaaaaa', which fails Zod 4's .uuid() version-digit check now that the POST handler validates companyId). 3165/3165 vitest pass; build clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-12 22:58:56 +02:00
Jakob Wennberg	d29b87fb80	feat(api): v1 customer writes (Phase 2 PR-B-1) (#452) ... * feat(api): v1 customer writes (Phase 2 PR-B-1) First slice of Phase 2 PR-B from the agent-native v1 plan. Customer writes are the simplest write surface — no journal entries, no PDF, no email — which makes them the right place to validate the dry-run + idempotency pipeline before applying it to invoice flows in PR-B-2. New endpoints: - POST /api/v1/companies/:companyId/customers (idempotent, dry-runnable) - PATCH /api/v1/companies/:companyId/customers/:id (idempotent, dry-runnable) - DELETE /api/v1/companies/:companyId/customers/:id (soft-delete via archived_at; idempotent re-archiving; dry-runnable; 204) All three require customers:write scope (added to V1_ENDPOINT_SCOPES). All three require Idempotency-Key (mandatory — wrapper option requireIdempotencyKey: true). All three accept ?dry_run=true or X-Dry-Run: true and return a 200 OK preview with X-Dry-Run header set. New shared infrastructure: - lib/api/v1/dry-run.ts — dryRunPreview() (validation-only, no staging) and dryRunStaged() (financial writes; populated in later phases). Defines the preview response shape that POST/PATCH/DELETE share. Future financial writes (invoices, journal entries) will reuse the staged variant. Pre-existing PR-A bugs fixed: - CustomerType enum in customers/route.ts had wrong values ('business', 'eu_individual', 'non_eu'). Canonical enum is ['individual', 'swedish_business', 'eu_business', 'non_eu_business']. Fixed. - INDIVIDUAL_TYPES masking referenced non-existent 'eu_individual'. Only 'individual' refers to a natural person (Swedish sole trader where org_number = personnummer). Wrapper bug fix: - The idempotency body-hashing flow was consuming the original request's body before passing it to the handler. In Node's vitest environment the cloned request's body became empty, so the handler's request.json() returned {}. Fix: read body from a clone for hashing, leave the original intact for the handler. VIES re-validation on PATCH preserves existing best-effort behaviour. Customer.created event emission on POST so future webhook delivery (Phase 2 PR-C) can subscribe. 23 new tests covering happy path, dry-run preview, idempotency-key enforcement, scope checks, UUID validation, duplicate-org conflict, soft-delete semantics. 3150/3150 vitest pass; build clean; lint clean on v1 paths. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(api): address PR #452 review (Greptile + swarm + Swedish compliance) Real bugs (all reviewers agreed): - POST registerEndpoint example used the old customer_type 'business' enum value that this PR was already fixing. Now uses 'swedish_business' consistently between code, schema, and docs. - DELETE docstring claimed "Refuses to delete if open invoices remain" but the handler unconditionally archived. Swedish compliance flagged this as a real ML 17 kap 24§ concern (archived customer + open invoice can block kreditfaktura issuance). Added the pre-flight check: DELETE now returns 409 CUSTOMER_HAS_INVOICES with the open count when any open invoice (sent / partially_paid / overdue) references the customer. Docstring updated to match. - PATCH advertised archived_at: null for un-archive but did not actually apply it (field missing from updateData iteration). New V1PatchCustomerSchema extends UpdateCustomerSchema with archived_at restricted to literal null — agents can un-archive but cannot fake archive timestamps. The PATCH allowlist now includes archived_at. Defensive cleanups: - POST: VIES validation now resolves BEFORE the insert so vat_number_validated is set atomically in the primary write. Eliminates the stale-response window where the response could show vat_number_validated=false even though the secondary update succeeded. - PATCH: same pattern — VIES re-validation folded into the primary update payload. Single round-trip; response always reflects committed DB state. - CUSTOMER_RESPONSE_COLUMNS dropped vat_number_validated_at (internal timestamp; not declared in the CustomerCreated or CustomerDetail Zod schemas; no documented consumer). Pushing back on: - V8.2.1 cross-tenant membership check — false positive. The wrapper performs the company_members check before invoking the handler (lib/api/v1/with-api-v1.ts ~232). The swarm read handlers in isolation. - A.8.11 PATCH response masking for individual customer_types — deliberate detail-endpoint carve-out per PR-A. List masks, detail doesn't; that's the design. - CC6.3 separate customers:delete scope — every accounting API (Stripe, QuickBooks, Fortnox) conflates write + archive. Splitting violates principle of least surprise. - V4.5 schema allowlist enforcement — Zod already strips unknown keys; defense-in-depth at the DB-write layer is redundant. - A.5.34 eu_individual masking documentation — the value never existed in canonical CustomerTypeSchema; PR-A's enum was a hallucination this PR corrects. Nothing to document beyond the code comment that's now in place. - Swedish: country default 'Sweden' wrong for non-Swedish customer types — breaking schema change; defer. - Swedish: VAT-format regex pre-check before VIES — internal /api/customers route doesn't either; consistency over micro-validation. - Swedish: flag existing reverse-charge invoices when VIES turns vat_number_validated=false — substantial cross-resource workflow; defer to PR-B-2 or a dedicated compliance-tooling PR. - CC7.2 customer.updated / customer.archived event emission — adding new event types touches lib/events/types.ts AND the event-log-handler allowlist; defer to PR-C where webhooks will be the consumer. 3 new tests cover: archive-blocked-by-open-invoices, PATCH archived_at un-archive, PATCH archived_at rejects non-null. 3153/3153 vitest pass; build clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(api): second-pass review on PR #452 — defense-in-depth tweaks Two small adjustments after the second compliance-swarm sweep (13 → expected 11 findings, 0 blocking after this commit): - GDPR Art.5(1)(c) defense-in-depth: re-add 'eu_individual' to the INDIVIDUAL_TYPES masking set in the customer LIST handler. The value is not in the canonical CustomerTypeSchema (so new customers can never have it), but the `customer_type` DB column carries no CHECK constraint, so legacy rows from earlier schema iterations could in principle hold it. Masking is free when the value never appears and protective if it ever does. Adding 'eu_individual' as a first-class customer_type for EU natural persons remains a separate product decision the Swedish compliance review surfaced. - ISO 27001:2022 A.8.33: test bootstrap now asserts NODE_ENV === 'test'. Supabase clients are fully mocked, but if a future test refactor accidentally bypassed the mock, this guard fails the run rather than letting fixtures reach production. Stale comments from prior sweep — no action needed, fixes already in commit 5bb63489: - Greptile P1 "DELETE doesn't check open invoices" — handler now does (lines ~430-440 of [id]/route.ts); the inline comment is pinned to the original file lines and hasn't auto-resolved. - Greptile P1 "PATCH archived_at silently ignored" — V1PatchCustomerSchema now accepts archived_at: z.null().optional() and the field is in the iteration list. - Greptile P1 "example uses old enum" — updated to 'swedish_business'. False positive called out: - OWASP V2.4 "dry-run DELETE skips the open-invoice pre-check" — the pre-flight runs BEFORE the dry-run branch ([id]/route.ts ~430-445), so dry-run DELETE on a customer with open invoices DOES return 409. Pushing back (consistent with first-pass triage): - V8.2.1 × 3 cross-tenant check — wrapper does it (with-api-v1.ts ~232); false positive. - V2.3 / CC6.3 archive scope split — every accounting API conflates write + archive. - V4.5 customer_type cross-field invariants — schema-level cross-field validation; defer. - V16 transactional outbox — architectural; defer to PR-C webhooks. - Art.25 + A.5.12 + A.5.34 PATCH/dry-run preview masking — single-record detail context, deliberate carve-out per PR-A. - Swedish 'disputed' status — not in canonical InvoiceStatus enum. - Swedish 3-state VIES validation, personnummer-format check, mandatory country for non-SE types — all schema-level / cross-field; defer. 3153/3153 vitest pass; build clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(api): don't echo org_number in 409 conflict response (GDPR Art.5(1)(c)) For customer_type='individual', org_number IS the Swedish personnummer. The 409 CUSTOMER_DUPLICATE_ORG_NUMBER error detail previously included the submitted value, transmitting it through: - The HTTP response body - Server / observability logs - Any HTTP intermediary recording bodies The caller already knows what they submitted; the error code + a { field: 'org_number' } hint is enough. Drops the value from the detail in both POST /customers and PATCH /customers/:id. 3153/3153 tests still pass. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-12 22:31:46 +02:00
Jakob Wennberg	32ad6da28c	feat(api): v1 invoice + customer reads (Phase 2 PR-A) (#451) ... * feat(api): v1 invoice + customer read endpoints (Phase 2 PR-A) First slice of the Phase 2 invoices vertical. Read-only endpoints landing in this PR; writes + webhooks land in PR-B and PR-C. After all three a developer can ship an end-to-end invoicing integration. New endpoints (all wrapped, scoped, cursor-paginated): - GET /api/v1/companies/:companyId/invoices — list, filters: status, customer_id, document_type, currency. Cursor on (invoice_date DESC, id DESC). Customer name embedded inline; ?expand=customer for full record, ?expand=items for line items. - GET /api/v1/companies/:companyId/invoices/:id — detail with embedded customer. ?expand=items,payments. - GET /api/v1/companies/:companyId/customers — list, filters: customer_type, search (name/org_number prefix), include_archived. Cursor on (created_at ASC, id ASC). - GET /api/v1/companies/:companyId/customers/:id — detail. ?expand=invoices embeds open invoices in a single round-trip. Shared infra: - lib/api/v1/expand.ts — parseExpand() validates ?expand=a,b,c against a per-endpoint allowlist; unknown keys yield VALIDATION_ERROR with the full invalid list and the allowlist (agent-friendly). - All four routes register with the Zod schema registry so they show up in /api/v1/openapi.json with x-action-risk and use-when / do-not-use-for metadata. - Compound keyset filter on both list endpoints (per Greptile review on PR #450) — no skipped or duplicated rows on page boundaries. Tests: - lib/api/v1/__tests__/expand.test.ts (8 tests) - app/api/v1/companies/[companyId]/invoices/__tests__/route.test.ts (10 tests) - app/api/v1/companies/[companyId]/customers/__tests__/route.test.ts (8 tests) Full repo suite green (3127/3127), build clean, lint clean on v1 paths. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(api): address PR #451 review (Greptile + compliance swarm) - Greptile P1 (customers search) + OWASP V1.2.5: customer search term now escapes both PostgREST .or() delimiters (,()) AND SQL LIKE wildcards (% _ \). '100%' searches for the literal string instead of any customer containing '100'. - OWASP V8.2.1 + V16.1: detail endpoints now UUID-validate the :id path param before touching the database, and no longer echo the raw id in the NOT_FOUND response details. Adds a structured warn log on 404 with the queried (id, companyId) for audit purposes. - V4.5 + Art.25(1) + A.8.3 / A.8.11 + CC6.3 + PI1.3 (~12 findings): every select('*') replaced with explicit column lists per the documented Zod schemas. Includes joined sub-queries — customer:customers(...), items:invoice_items(...), payments:invoice_payments(...). Future schema migrations adding sensitive columns must now update these projections before the field becomes visible on the public API. - A.8.5: hardcoded 'Bearer gnubok_sk_x' in test fixtures replaced with 'Bearer test-fixture-not-a-real-key' to avoid false-positive secret scanner alerts. Fixture UUIDs upgraded to valid v4 format (Zod 4's .uuid() enforces version+variant digits). - Art.5(1)(f): customer-invoices expansion soft-degrade now logs only the error code + message rather than the full Supabase error object. Pushing back on: - Art.5(1)(b) org_number in customer list — Bolagsverket-public data (same triage as PR #450; required by integration use case) - Art.25(2) customer_name always-joined — denormalising via trigger is a real schema migration for a marginal data-flow gain - A.8.15 _partial flag on soft-degrade — ?expand is documented as a hint 50/50 v1 tests; 3131/3131 full suite; build clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(api): second-pass review on PR #451 — partial_expansions + fake fixtures Address the residual compliance-swarm findings after the first fix round: - CC6.1 (medium): the customer-detail handler now sets meta.partial_expansions=['invoices'] when the ?expand=invoices subquery fails, signalling the degraded response to the caller without escalating to error-level logs (alert fatigue). The primary resource still returns with an empty invoices array. New ResponseOptions.partialExpansions threaded through buildMeta(). 1 new test for the failure path, plus a happy-path assertion that the flag is absent. - A.8.33 (low): SAMPLE_CUSTOMER fixture's org_number and vat_number replaced with 'TEST-0000-0001' / 'SETEST00000001' — cannot be confused with real Bolagsverket entries or pass external VIES validation. Pushing back on: - CC6.3 (medium) — separate scope for ?expand=items on invoices: every accounting API I know (Stripe, QuickBooks, Fortnox) treats line items as part of the invoice resource. Splitting would violate principle of least surprise for integrators; the plan deliberately treats invoices:read as covering the full invoice including items. 3132/3132 vitest pass; build clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(api): third-pass review on PR #451 — PII minimisation refinements Third compliance-swarm sweep (6 → 0 highs, 4 medium, 2 low). Addressed: - Art.5(1)(c) personnummer leakage: customer LIST response now masks org_number AND vat_number for customer_type IN ('individual', 'eu_individual') — for sole traders (enskild firma) org_number IS the personnummer. Business customers' Bolagsverket-public org_numbers stay visible. Detail endpoint (deliberate single-record fetch) unchanged. - Art.5(1)(c) over-broad invoice-list expansion: ?expand=customer on the invoice LIST endpoint now uses a new CUSTOMER_LIST_CONTEXT_COLUMNS projection (id, name, customer_type, email, country, archived_at) — full address/phone/notes/vat_number stay on the customer DETAIL endpoint. Drops PII transmitted in bulk-list contexts by ~60%. - A.8.15 permission-error differentiation: customer-detail soft-degrade for ?expand=invoices now bumps Postgres error class 42 (insufficient privilege, RLS denial) to error-level log so Sentry alerts on misconfigurations. Transient errors stay at warn. - PI1.1 ISO-4217 currency: invoice list ?currency now requires /^[A-Z]{3}$/ instead of accepting any 3-8 char string. Two new tests. Pushing back on: - Art.5(1)(f) UUID logging on 404 — UUIDs have 122 bits of entropy; you cannot enumerate the space, so the "log scraping = enumeration" framing doesn't hold. Operational audit value > theoretical risk. - Art.25(1) notes-by-default in customer DETAIL — kept inline. Detail is a deliberate single-record fetch; the dashboard shows notes inline; agents calling /customers/{id} reasonably expect them. Notes are already excluded from the LIST endpoint AND from the invoice-list ?expand=customer projection (above). 3135/3135 vitest pass; build clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-12 21:49:22 +02:00
Jakob Wennberg	db592d922d	feat(api): v1 REST API foundation — auth wrapper, scopes, registry, smoke endpoints (#450) ... * feat(api): v1 REST API foundation — auth wrapper, scopes, registry, smoke endpoints Lay the substrate for the public REST API at /api/v1/*: Bearer-auth wrapper that reuses the existing api_keys + idempotency machinery, an extended scope catalogue (companies, events, webhooks, operations, documents, compliance), v1 response envelopes (data + meta with request_id, api_version, audit block, cursor pagination), an error envelope with recovery_hint / docs_url / valid_alternatives derived from the existing structured-error registry, and a Zod schema registry that generates the OpenAPI 3.1 spec with x-action-risk / x-idempotent / x-reversible / x-dry-run-supported extensions. Ships discovery routes (/llms.txt, /.well-known/skills/index.json) and three smoke endpoints (GET /api/v1/health, /api/v1/companies, /api/v1/openapi.json) so the wrapper is exercised end-to-end. Includes the api_keys.mode (test|live) migration and 41 unit tests covering auth, scope, company-membership, idempotency replay, dry-run, pagination, response shape, and scope resolution. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(api): harden v1 foundation — cursor validation, security headers, forensic logs Address compliance-swarm findings on PR #450: - OWASP V2.3: decodeDefaultCursor now validates the cursor's ts as ISO 8601 and id as UUID. A crafted cursor previously could inject untyped strings into a query's .gt(field, value); PostgREST would have rejected them, but validating here keeps the failure mode predictable (stale cursor → reset) rather than 400-ing. - OWASP V3.4: public discovery routes (llms.txt, .well-known/skills, openapi.json) now stamp X-Content-Type-Options: nosniff, Referrer-Policy, X-Frame-Options: DENY. New lib/api/v1/security-headers.ts helper. - OWASP V16: security event logs (missing token, validation failure, insufficient scope, company-membership deny) now include source IP (x-forwarded-for / x-real-ip) and User-Agent for forensic correlation. - OWASP V8.2.1 / ISO A.8.3: GET /api/v1/companies emits a warn log when the PostgREST archived_at filter unexpectedly returns a row with a null company join, surfacing silent data-integrity regressions instead of hiding them behind the existing pickCompany() === null filter. Pushing back on (not changed): - GDPR Art.32 cursor HMAC signing — cursors only paginate within a user's own user_id scope; cross-tenant probe surface doesn't exist yet. - GDPR Art.25 org_number in list — Bolagsverket public-record data, removing forces N+1 fetches to make the response useful. - SOC 2 CC6.3 service-role bypasses RLS — defense-in-depth IS the design; the wrapper's company_members membership check is the technical control. - ISO A.8.12 public OpenAPI spec — intentional, mirrors Stripe/Twilio. 5 new pagination tests cover the cursor validators. 46/46 v1 tests pass. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(auth): detect Supabase duplicate-signup obfuscation on register Supabase obfuscates duplicate signups to prevent user enumeration: when an email already belongs to a confirmed account, signUp returns data.user with identities: [] and no error, and sends no email. Without detecting this case we showed the "check your email" screen to the user, who then waited for a mail that never arrived. Detect the empty-identities response and surface it via duplicateEmail state so the UI can branch on it. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(api): second-pass hardening — CSP, IP truncation, cursor scope comment Address the second compliance-swarm sweep on PR #450: - OWASP V3.2: PUBLIC_SECURITY_HEADERS now includes Content-Security-Policy default-src 'none'; frame-ancestors 'none'. Free win for JSON/text-only public routes (no script, style, image, or form contexts). - GDPR Art.5(1)(f): truncate IPs before logging — IPv4 to /24, IPv6 to /48. Preserves diagnostic value (ASN, abuse-pattern correlation, city-level geolocation) while eliminating point-of-presence identification. Standard pattern used by Google Analytics anonymize_ip. Exported truncateIp() so other surfaces can adopt it. - OWASP V8.2.1: explicit comment in GET /api/v1/companies documenting that the cursor's joined_at is applied AFTER user_id filter, so a tampered cursor can only reorder rows the caller already owns. Cursors deliberately unsigned; trade-off documented. Pushing back on second-pass findings (not changed): - ISO A.8.12 / SOC 2 CC6.3 health/llms.txt/skills exposing service name + API version + MCP URL — these are intentional disclosures for a public 3rd-party developer API; hiding them is theatre. - GDPR Art.32 logging granted scopes on INSUFFICIENT_SCOPE — diagnostic value during incident response outweighs the theoretical privilege-profile leak; an attacker who already breached the log store has bigger problems. - OWASP V2.2 route-level Zod for cursor — decodeDefaultCursor already validates strictly; route-level Zod is stylistic. - GDPR Art.25(2) org_number/entity_type in list — Bolagsverket-public data; entity_type materially affects which API calls make sense. - ISO A.8.15 x-forwarded-for trusted-proxy CIDR — overkill behind Vercel's edge which rewrites the leftmost value. 50/50 v1 tests pass (4 new for truncateIp). Build green. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(api): third-pass hardening — Host header injection, anon client, HSTS Address the third compliance-swarm sweep on PR #450: - SOC 2 CC6.1 (3× high): llms.txt, openapi.json, and .well-known/skills built URLs from the inbound Host header. A spoofed Host could poison agent discovery with attacker-controlled endpoints. New lib/api/v1/base-url.ts centralises canonical base-URL derivation via NEXT_PUBLIC_APP_URL (already a required env var per CLAUDE.md). - ISO A.8.2 / A.8.5 (2× high): the wrapper's public-scope code path now uses an anon-key Supabase client (RLS-respecting) instead of the service-role client. A future accidental DB call from a public handler is constrained to anon-accessible rows. Least-privilege at the infrastructure layer. - OWASP V3.2 (medium): PUBLIC_SECURITY_HEADERS now includes Strict-Transport-Security: max-age=31536000; includeSubDomains. - GDPR Art.5(1)(f) (medium): truncateIp now logs a warn when a non-empty x-forwarded-for / x-real-ip payload fails to parse, surfacing spoofed or unexpected proxy values to security monitoring instead of silently dropping them. The raw value is never logged. - CC2.3 (low): llms.txt now links the SECURITY.md disclosure policy with the security@arcim.io reporting address so agents have a clear responsible-disclosure path. Pushing back on third-pass findings (not changed): - Cursor HMAC signing — user_id filter is the authorisation boundary; cursor scope is bounded to within-user rows. Documented in code. - org_number in companies list — Bolagsverket public data; the swarm's "could be enskild firma personnummer" framing isn't accurate (enskild firma org_number IS the personnummer, but it's already in the public Bolagsverket business register). - Health endpoint information disclosure — intentional for a public developer API; matches Stripe/Twilio convention. - llms.txt / skills index MCP URL disclosure — that's the file's purpose. - Cache-Control public on discovery routes — content is by definition public; getCanonicalBaseUrl() removes the previous spoof concern. - Duplicate-email screen — user's own input; out of scope for this PR. 50/50 v1 tests pass; @supabase/supabase-js#createClient mocked so the public-path tests don't need real env vars. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(test): widen validateApiKey result assertions to include mode field The core-only CI job failed on two pre-existing api-keys.test.ts assertions that used strict toEqual matching against the old (userId, companyId, scopes) shape. The wrapper migration in this PR widened that shape with mode, apiKeyId, and apiKeyName. Update both existing assertions to match the current shape and add a third test that exercises the mode='test' path. 3027/3027 vitest tests now pass locally. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(api): fourth-pass hardening — env guards, IP range check, headers on wrapped routes Address the fourth compliance-swarm sweep on PR #450: - ISO A.5.17 / SOC 2 CC6.1 (high): createAnonClient now fails closed with an explicit Error if NEXT_PUBLIC_SUPABASE_URL or _ANON_KEY are missing, surfacing misconfiguration on the first request instead of throwing deeper in the handler with no context. - GDPR Art.5(1)(f): truncateIp now rejects IPv4 with out-of-range octets (>255). '999.999.999.999' now returns undefined instead of a pseudo-IP that would pollute abuse-pattern analysis. Edge octets (0, 255) still accepted. 2 new tests. - OWASP V3.2 / V3.3: the wrapper's stampHeaders step now applies the full security header set to every wrapped v1 response (CSP, HSTS, X-Frame, Referrer-Policy, X-Content-Type-Options) PLUS X-Robots-Tag: noai, noimageai so authenticated payloads are excluded from AI training sets. Public discovery routes (llms.txt, skills index, openapi.json) deliberately omit X-Robots-Tag — being AI-discoverable is the whole point of those surfaces. - New WRAPPED_RESPONSE_HEADERS export separates the two contexts. Pushing back on: - SOC 2 CC6.1 medium "API key prefix in public docs aids brute force" — inverted logic. Every public API publishes its key prefix specifically so secret scanners (GitHub Advanced Security, GitLeaks) can detect leaks. Stripe (sk_live_), GitHub (ghp_), OpenAI (sk-) all do this. - SOC 2 CC6.3 medium "formal risk register for unsigned cursors" — org -level documentation, outside this PR. Code-comment already documents the trade-off. - SOC 2 CC2.3 low "llms.txt hardcodes security@arcim.io" — same address as SECURITY.md; no drift risk. Flagged separately (not changed): the register-page duplicate-email detection in this branch defeats Supabase's user-enumeration obfuscation (GDPR Art.5(1)(c) × 2, ISO A.8.11). Substantive product decision: UX (no infinite-wait for non-existent accounts) vs security (no enumeration). GitHub and Stripe Atlas pick UX; some pick security. Owner's call. 3029/3029 vitest tests pass. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(api): address Greptile review on PR #450 - P1 (companies/route.ts): keyset pagination was missing its tiebreaker. The cursor encoded (joined_at, id) but the filter only applied .gt('joined_at', ts) — same-joined_at rows on a page boundary could be skipped or duplicated. Also the encoded id was companies.id while the sort was on company_members, mismatched. Fixed: select + sort + encode on company_members.id, apply compound joined_at.gt.{ts} OR (joined_at.eq.{ts} AND id.gt.{cursor_id}) via .or(). Side benefit — eliminates the broken-cursor-on-null-join case (#2) because company_members.id is always present, no null guard needed. - P2 (registry.ts): ZodUnion branch had a dead ternary (['x','y','z','w'].length > 0 ? undefined : 'object') that always yielded undefined. Removed; emit { oneOf: [...] } without top-level type (correct JSON Schema for a union). - P2 (with-api-v1.ts): public-endpoint path was short-circuiting before Bearer-token validation, contradicting the JSDoc and PR description. Now opportunistically validates a supplied token for rate-limit attribution + key tracking; missing/invalid token silently falls back to anon (the route is public by definition, so we don't 401). Two new tests cover both branches. 3031/3031 vitest tests pass; build green. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-12 20:47:13 +02:00
Mattsson	980f29dae8	Bug/momsdeklaration skv (#449) ... * fix(salary): show birthdate in masked personnummer, hide the 4-digit suffix Flip the personnummer display format from XXXXXXXX-NNNN to YYYYMMDD-XXXX so the sensitive 4-digit suffix is hidden while the (public) birthdate stays visible. Affects the employees list/detail, salary run, payslip PDF, payslip email, and the MCP server tools (list_employees, get_salary_run). Each call site now decrypts the stored personnummer before masking. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(transactions): allow deleting unbooked transactions from "Alla transaktioner" The history list only let users delete via the inbox card; once a category or mall was picked but the verifikation hadn't been created, the row showed "Ej bokförd" with no way to remove it. The API already permits delete while journal_entry_id is null, so the gap was purely a missing UI affordance. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(vat): populate ruta 20-24 for reverse charge + dishonest "Validera OK" Three connected issues caused Skatteverket to reject momsdeklarationer with FK004 even after our local "Validera"-knapp returned OK. 1. supplier-invoice-entries booked fiktiv moms (2614/2624/2634 + 2645/2647) on reverse-charge invoices but never the underlying basbelopp on 44xx/45xx. Ruta 30-32 filled up at SKV while ruta 20-24 stayed at 0 — SKV's FK004 ("silent netting prohibited", ML 13 kap kräver båda sidor). Fix: generateReverseChargeBasisLines in vat-entries.ts emits parallel 45xx/44xx debit + 4598 motkonto credit per rate group. Engine calls it from registration, cash, and credit-note paths. Skipped when the user booked the expense directly on a basis account to avoid double-counting. 4598 added to BAS reference (no migration needed; account_number is plain text on journal_entry_lines). 2. rutorToMomsuppgift rounded each ruta independently but computed summaMoms from the unrounded ruta49. SKV recomputes the sum from integer rutor on their side, so fractional öres caused ±1 SEK drift and SKV rejected with FK009. Fix: derive summaMoms from the already-rounded VAT-amount rutor. 3. "Validera"-knappen only confirmed SKV's internal arithmetic — a declaration with ruta 30-32 populated and ruta 20-24 empty validated fine until /utkast hit FK004. Users got a false green light. Fix: vat-declaration-checks.ts runs locally before the SKV call, blocks Validera/Spara when ERROR-level findings exist, and surfaces them in a separate "Lokala kontroller"-section. Success message reworded so SKV's OK is no longer presented as filing-ready. Tests: 4535/4536/4531/4425 lines + 4598 motkonto on EU/non-EU/byggtjänster RC, credit-note reversal, fractional-öres summaMoms, all four pre-flight codes (RC_BASIS_MISSING, RC_OUTPUT_MISSING, RC_INPUT_VAT_MISMATCH, SUMMA_MOMS_DRIFT). Backfill for already-posted entries follows in the next commit. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat: add skattekonto matching functionality - Enhance TransactionInboxCard to display a warning for potential 1930↔1630 transfers. - Implement match suggestions for skattekonto transactions in the backend. - Create SkattekontoMatchDialog component for linking skattekonto rows to existing journal entries. - Develop SkattekontoInboxCard component to handle skattekonto transactions in the inbox. - Introduce skattekonto-match utility functions for candidate matching and linking. - Update types to include match suggestions and enriched transaction responses. * refactor: reorganize skattekonto types and implement bank counterpart matching logic * docs: update CLAUDE.md to streamline integrations and clarify architecture details * refactor: enhance reverse charge logic to handle non-basis accounts and prevent double-counting --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-12 18:04:48 +02:00
Jakob Wennberg	eb77ad50b5	feat(mcp): add create_voucher + correct_entry MCP tools (#448) ... * feat(mcp): add create_voucher + correct_entry MCP tools The MCP toolset had no way to post a journal entry outside the preset workflows (categorize_transaction, create_invoice, …). That blocks legitimate flows the engine already supports — K3 capitalization to BAS 1010, period-end accruals, FX adjustments, prepayments, and rättelseposter for foreign reverse-charge VAT that landed on 2641 instead of 2614/2645. create_voucher exposes the existing createJournalEntry() primitive: arbitrary balanced lines, optional fiscal-period auto-resolution, staged for human approval. correct_entry exposes correctEntry() (storno + new corrected entry per BFL 5 kap 5§) so part of a posted verifikation can be fixed without losing the legs that were right. Both are HIGH risk in OPERATION_RISK_TIERS — the arbitrary account/amount/ period inputs make them compliance-critical despite being structurally similar to uncategorize_transaction (medium). Approval flow unchanged; no auto-commit, regardless of trust level. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(mcp): address PR #448 review — voucher tools hardening Greptile P1 + compliance bot findings, all in one pass. commitCreateVoucher (commit.ts): - Hardcode source_type to 'manual' instead of reading from params. A future direct-staging path or hand-inserted pending_operations row could otherwise inject 'bank_transaction'/'invoice_created'/etc. and corrupt the audit-trail origin. - Re-validate balance defensively before reaching the engine, so a tampered params row surfaces a clean Swedish 400 instead of an opaque engine error. gnubok_create_voucher (server.ts): - Validate the explicit fiscal_period_id when supplied: confirm it exists, is open (is_closed = false), and that entry_date falls within its span. Without this, a closed/locked period was only caught at commit-time with a generic DB-trigger error. - Throw at staging when any line targets an account that's missing from chart_of_accounts or marked inactive, rather than relying on the approver to spot the advisory flag. - Remove source_type from the staged params blob entirely — the executor ignores it anyway, no point letting it travel through. - Add a comment that the staging-time period-lock check is advisory and the executor is the authoritative guard, so future cleanup doesn't remove either as 'redundant'. Descriptions: - gnubok_correct_entry now explicitly notes that the storno + corrected entries land in the original period (defends against compliance bot's speculative "different period" concern recurring on future reviews). - Both tools' tax_code field gets a note that the BAS account number drives momsdeklaration ruta mapping, not tax_code — guards against an LLM treating tax_code as the VAT-routing dial. commitCorrectEntry (commit.ts): - Add a comment pointing at storno-service.ts:99,102,195,198 to make the "uses original period and date" invariant explicit in this file. Tests: - +2 voucher-executors cases: source_type tampering is ignored, unbalanced params return 400. - +10 new voucher-tools tests (MCP layer): unbalanced, closed explicit period, missing explicit period, entry_date outside period, unknown account, inactive account, happy path + correct_entry registration + unbalanced replacement. 720 tests pass in the impacted suites; full suite 2998/2998. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-12 17:16:39 +02:00
Jakob Wennberg	17c67fece0	Inbox UX overhaul + cross-currency supplier-invoice fixes (#444) ... * feat(kpi): expense mix and top suppliers charts Replace the single monthly-trend chart with two additional compact visuals on /kpi: expense composition donut (BAS class 4-7) and top suppliers bar (supplier_invoices sum_sek over the fiscal period). KPIReport gains expenseComposition and topSuppliers fields, computed from the trial balance and supplier_invoices rows already fetched in the API. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(nav): swap Deadlines sidebar slot for Dokumentinkorg Sidebar main-menu slot now points to the invoice-inbox extension. The /deadlines page stays accessible via dashboard widgets and direct links — only the prominent nav entry changes. Most users open gnubok to act on incoming documents, not to read tax deadlines. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(supplier-invoices): cross-currency totals, FX residual, review SEK display Five fixes around foreign-currency supplier invoices: - Form layout: move Valuta / Växelkurs / Reverse charge from collapsed "Övrigt" into a visible row above the line-item table. Auto-fetch the Riksbanken rate when switching to a non-SEK currency; never clobber a user-typed rate; clear it when switching back to SEK. - Form submit: reset() the form on successful submit so the useUnsavedChanges hook detaches its beforeunload listener before the router.push, killing the "Are you sure you want to leave?" prompt that fired during Turbopack-mediated navigations. - BankTransactionPicker: drop the strict currency filter that hid every SEK transaction when the invoice was in EUR/USD. Cross-currency rows fall to the bottom with an "Annan valuta" hint instead of producing a meaningless numeric diff. - match-supplier-invoice route: when the bank transaction currency differs from the invoice currency, compute the FX diff against the AP-booked SEK and pass it to createSupplierInvoicePaymentEntry so 7960/3960 catches the residual instead of leaving a permanent stub on 2440. Fix also covers the "EUR transaction paying a SEK invoice" case that the first iteration missed. - Review dialog: buildJournalPreview now multiplies amounts by the exchange rate so the "Verifikation som bokförs" table shows the actual SEK numbers that hit the DB, not the EUR magnitudes labelled with no unit. Header gains an "(i SEK)" hint when foreign currency. Test coverage for the FX residual path covers SEK-SEK (no diff), SEK-into-EUR-invoice (loss), SEK-into-EUR-invoice (gain), foreign-tx- into-SEK-invoice, and the no-rate fallback. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(inbox): rate limits, multi-file UX, onboarding, retry, supplier autolink Big workspace pass on /e/general/invoice-inbox. Highlights: Backend - New table inbox_rate_counters + RPC check_and_increment_inbox_quota. Postgres-backed (no Upstash dep) per-company limit: 30/min, 500/day. Applied at /upload, /inbound, and /items/:id/retry-extraction. - POST /items/:id/retry-extraction — re-runs the deterministic extractor on a stored document when the previous attempt errored. - POST /items/:id/match-supplier — links a freshly-created supplier back to the inbox item so the next action prefills correctly. - POST /api/transactions/create-from-document — creates an uncategorized manual transaction from an inbox item for the "I have a receipt, no bank transaction" case. The user categorizes through the normal flow. - /inbound caps email at 20 attachments/email; truncated count goes to processing_history as AttachmentsTruncated. Rate-limit drops emit RateLimitedDropped and return 200 so Resend doesn't retry. - attach-document side effect: when the document came from an inbox item, the inbox row's matched_transaction_id is updated so the UI can flip it to "Kopplad till transaktion" without a round-trip. New migration: re-introduces matched_transaction_id on invoice_inbox_items as a plain FK (the AI metadata that the previous migration stripped doesn't come back). Workspace UI - Onboarding card replaces the thin empty-state with a 3-step checkmark guide (Aktivera adress → Ladda upp → Matcha eller bokför). Auto-hides when all three steps are done; localStorage-backed dismiss. Beta badge + link to gnubok.se/priser. - Responsive layout: 3-pane at lg, 2-pane at md, master-detail toggle on phone (list xor detail with a back button). - Filter pills (Alla / Behöver åtgärd / Bearbetade / Fel) + search input above the list — client-side over the existing items list. - Multi-file upload queue with "Laddar X av N…" progress counter on the button. Sequential to avoid hammering pdfjs. Selection stays put during a batch (only single-file drops auto-jump the detail pane). - Bulk select + delete with sticky action bar. Items linked to a supplier invoice are skipped with a count toast. - Retry button in the FieldsRail error branch. - "Skapa transaktion från underlag" CTA in the match dialog when no unmatched bank transactions exist. Prefills date/amount/description from the extracted data; user picks the sign. - "Skapa leverantör" inline CTA when the extractor caught a supplier name with no match against existing suppliers. POSTs /api/suppliers with the extracted fields, then auto-links via /items/:id/match-supplier. - Matched-state CTA renamed to "Bokför transaktionen" with link to /transactions?highlight=<id> so the categorize panel auto-opens. Tests - lib/rate-limits/__tests__/inbox.test.ts — RPC wrapper happy/error/scope - app/api/transactions/create-from-document/__tests__/route.test.ts — auth, validation, 404/409/200/500, inbox-link failure tolerated - extensions/general/invoice-inbox/__tests__/retry-extraction.test.ts — auth, rate limit, 404, 409, 400 no-doc, success, extraction failure - attach-document tests extend coverage to the new inbox-link side effect (both success and best-effort failure paths) - inbound-webhook test mocks the rate-limit module so the queued-mock sequence in each existing test doesn't have to know about it CLAUDE.md gains a row for lib/rate-limits/ so the new helper is discoverable. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(transactions): paperclip indicator and highlight-row param Close the feedback loop after a user attaches a receipt to a transaction from the inbox: the row in /transactions now shows a paperclip icon when transaction.document_id is set, with a click handler that fetches a signed download URL and opens the document in a new tab. Works for both uncategorized and history views. When the inbox sends a user to /transactions?highlight=<id>, the page now scrolls that row into view and auto-opens the categorize panel if the transaction is still uncategorized. Behind a double-rAF so the row DOM exists when scrollIntoView fires. QuickReviewDialog no longer prompts to upload underlag when the transaction already has a doc attached (which it does after the inbox match flow). Shows "Underlag bifogat — Visa" instead, opening the existing doc in a new tab. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(pr-444): address review feedback (Greptile + compliance bots) Migration rules - New migration 20260512092423: adds updated_at trigger on inbox_rate_counters (CLAUDE.md rule 2) and explicit USING (false) RLS policies for the four DML verbs to make the SECURITY DEFINER-only intent explicit (rule 1). - New pg-real test inbox-rate-limit.pg.test.ts covering happy path, minute-cap rejection, day-cap rejection, per-company isolation, and the updated_at trigger firing. CLAUDE.md mandates *.pg.test.ts for every new RPC because mocks pass on broken PL/pgSQL. Bugs - Stale exchange rate on currency switch (Greptile P1) — userTouchedRateRef was scoped per session, not per currency. Switching EUR (with a hand-edited rate) → USD kept the EUR rate. Now tracks the last fetched currency in a ref and resets the touched flag on currency change while still honoring manual edits within a single currency. - topSuppliersResult.error silently swallowed (Greptile P2) — failed queries used to render an empty chart matching the no-data state. Logged now. - Currency from extracted_data not validated (GDPR Art.25(2), OWASP V4.5, Swedish compliance bot) — extracted PDF currency was inserted into transactions.currency without sanitisation. Allowlisted against the six supported ISO 4217 codes; coerce to SEK otherwise. - Idempotency gap on create-from-document (OWASP V2.3) — two concurrent POSTs with the same inbox_item_id could each pass the matched_transaction_id IS NULL read and insert duplicate transactions. UPDATE now includes .is('matched_transaction_id', null) as an optimistic-lock release and returns 409 with an orphan-transaction rollback when the predicate doesn't match. - FX residual on cash-method match path (Swedish compliance bot) — createSupplierInvoiceCashEntry has no exchange_rate_difference path, so a cross-currency match would silently leave a 1930 reconciliation gap. Added a guard that returns MATCH_SI_CASH_FX_UNSUPPORTED (400) before the JE is created. Users on cash method can switch to accrual or book the FX diff manually. Design system - gap-y-1.5 / gap-1.5 in KPIExpenseMixChart — replaced with gap-y-2 / gap-2 (CLAUDE.md design tokens; 2.5/1.5/5/hardcoded pixels are forbidden spacing values). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * chore(migrations): rename to match applied versions The mcp__plugin_supabase_supabase__apply_migration tool stamps its own timestamp when it applies a migration to the live project, so the version recorded in supabase_migrations.schema_migrations differs from my local generation-time filenames. Renaming the local files so a production CD run sees the migrations as already-applied (matching versions) instead of trying to re-apply them — which would fail for the trigger/RLS migration (CREATE TRIGGER and CREATE POLICY don't support IF NOT EXISTS). Follows the pattern from d854efcd ("chore(migration): rename to match applied version"). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(create-from-document): scope orphan rollback DELETE by company_id Defence in depth on the inbox-link race rollback. newTx.id is a fresh UUID from a company-scoped insert two statements above, so the existing single-key DELETE is already safe, but adding .eq('company_id', companyId) makes the cross-company invariant explicit on every write — addresses the OWASP ASVS V2.3 finding from the compliance swarm on PR #444. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(nav): mark Dokumentinkorg with Beta badge Same signal we use for Löner and Anställda — the inbox flow (AI extraction, supplier autolink, manual transaction creation) is in end-to-end customer testing. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-12 13:12:17 +02:00
Mattsson	8f15f98687	Bug/employees creation (#440) ... * Fix/employees page salary display logic and labels * feat: add salary_worked_days table and related functionality - Implemented the salary_worked_days table to track per-day worked hours for hourly employees. - Established row-level security (RLS) policies to ensure tenant isolation for salary_worked_days. - Created unique index on (employee_id, work_date) to enforce uniqueness. - Added trigger to enforce a 24-hour cap across worked and absence days for the same employee and date. - Developed tests to validate RLS, uniqueness, and 24-hour cap logic. * Fix: update hourly_salary calculation and refresh logic in salary run processing	2026-05-12 01:10:01 +02:00
Mattsson	dec920682f	Fix/UI changes (#439) ... * feat(bookkeeping): add preview for next voucher number in JournalEntryForm * feat(encoding): implement U+FFFD recovery for Swedish text in encoding functions	2026-05-11 23:18:17 +02:00
Mattsson	a53a119a2e	Fix/vat parent accounts (#438) ... * feat(enable-banking): add support for account selection and syncing - Updated StoredAccount interface to include an 'enabled' flag for account syncing preferences. - Enhanced ensureFiscalPeriod function to handle overlapping fiscal periods with posted entries and opening balances. - Added tests for fiscal period validation and account syncing logic. - Implemented AccountPickerDialog component for user account selection. - Created API routes for PATCH /accounts and POST /sync to manage account syncing. - Introduced 'pending_selection' status for bank connections to allow user account selection before syncing. - Updated database migration to support new connection status and backfill existing accounts with enabled=true. * feat(enable-banking): implement account selection and consent event logging --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-11 17:12:00 +02:00
Jakob Wennberg	d0fbc2b616	refactor(ui): app-wide UI/UX consistency pass (#436) ... * refactor(ui): app-wide UI/UX consistency pass Net: +1,159 / −1,373 LOC across 77 files. No new features, no behavior changes. Locks in a uniform design system across every dashboard surface. What changed: - **Foundation**: sidebar width 232→256px (md:w-64), spacing scale locked (Tailwind 1/2/3/4/6/8/10/12; 2.5/5 forbidden), card padding p-6 default (p-4 for compact metric cards), space-y-8 between page sections. - **Tables unified**: all 33 thead blocks now share the Resultatrapport pattern via shadcn Table primitive (text-[11px] font-medium uppercase tracking-wider text-muted-foreground). Hand-rolled <table> instances converted where they were data tables; form/edit grids kept distinct. - **Status badges unified**: every status indicator routes through shadcn <Badge variant>. Eliminated raw Tailwind colors (bg-amber-100, bg-emerald-500/10, bg-blue-100, bg-purple-100, etc.) in favor of the gnubok semantic palette (success=sage, warning=ochre, destructive=terracotta). - **Empty states unified**: list pages migrated from hand-rolled "flex flex-col items-center py-12" divs to the EmptyState primitive. - **Loading skeletons unified**: hand-rolled bg-muted rounded animate-pulse divs replaced with shadcn <Skeleton> across 15 files. - **Touch targets**: 6 back-buttons + edit-pencil + inbox delete bumped from 24/32/36px to shadcn's 40px icon default. Added aria-labels on 9 icon-only navigation buttons. - **Date formatting**: formatDate() for accounting data (ISO yyyy-MM-dd, table-friendly) vs formatDateLong() for metadata (Swedish long form). Raw {x.invoice_date} renderings routed through formatDate() in 18 sites. - **Toast titles**: eliminated 33 generic "Fel" titles. Each toast title now carries the action ("Kunde inte skapa lönekörning" etc.) with description carrying the error detail. - **Page-level cleanups**: - Dashboard: dropped greeting hero + Snabbåtgärder/Att hantera nav duplicates + Visa detaljer collapsible. - Reports: 5-col mega-menu replaced with left-rail layout (new ReportsNav component). - Bookkeeping: fixed layout jump between Verifikationer/Ny verifikation tabs (moved FiscalYearSelector inside journal tab). - Bookkeeping: added voucher sort (A1 first / latest first) alongside existing date sort. Required matching API param sort_by. - KPI page: FiscalYearSelector instead of raw <select>; InfoTooltip instead of inline info-button toggle; bigger numbers. - Salary section: enum values translated to Swedish labels, mobile table collapses to Anställd+Netto on <md, KPI typography aligned with dashboard. - Invoice forms: styled RequiredMark + aria-required, tabular-nums on amount inputs. - **CLAUDE.md**: new "Design System Tokens" subsection documents the locked spacing scale, primitives table, typography rules, date helpers, and forbidden patterns so future contributors don't drift. Tests: 2,906 passing (unchanged). Lint: unchanged from main baseline. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: address PR review feedback (Greptile + compliance bot) - **formatDate / formatDateLong timezone fix**: switch from new Date() to parseISO. Bare yyyy-MM-dd strings are now parsed as local midnight rather than UTC midnight, eliminating the off-by-one display in west-of-UTC timezones flagged by Greptile. - **DashboardContentProps cleanup**: removed unused firstName and settings fields from the interface, and the corresponding fetch (profiles table) + computation in app/(dashboard)/page.tsx. The greeting was dropped in the dashboard cleanup; these props were dead weight. - **Voucher sort behavior documented**: extended the comment in the journal entries API route to explain why voucher sort intentionally uses strict fiscal_period_id filtering (BFL 5 kap 6–7 §§ — voucher numbers are series-scoped within a fiscal year). The row-count delta between date sort and voucher sort is now a documented design choice. - **delete_last_voucher migration + draft-delete test included**: the UI already shipped the "Radera utkast" path in the previous commit; this pulls in the backing RPC migration that allows draft deletes (with the full safety logic — drafts skip series/period checks since they have voucher_number=0, posted entries go through the existing unchanged path). This was originally meant for a separate PR but the UI shipped half the feature without it. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * chore(migration): rename to match applied version The function delete_last_voucher is already applied to the production DB under version 20260509103736 (verified via pg_get_functiondef — exact byte-for-byte match to file content). The previous file timestamp 20260509120000 would cause a fresh `supabase db push` to attempt re-applying under a different version row. Renaming the file aligns local tracking with what the database actually has. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: address compliance bot findings (payroll label + VAT visibility) - sick_karens label: drop "(första sjukdagen)" qualifier. Per sjuklönelagen 6 §, karensavdrag is a single calculated amount (20% of one week's sjuklön) deducted from the first sick day's pay — not bounded to the first day. The qualifier could mislead users when the first sick day and return-to-work span a weekend. Swedish-payroll bot recommendation. - Omvänd skattskyldighet badge: variant outline → warning. The reverse- charge indicator is compliance-critical (ML 16 kap) — missing it leads to incorrect input VAT deduction. Outline was too subtle; warning's ochre fill matches its semantic weight. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-11 16:34:07 +02:00
Mattsson	ed9bdc4c00	Bug/transaction import (#435) ... * fix(invoices): drop UTKAST banner on numbered invoices and preserve logo aspect ratio Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * revert(invoices): restore UTKAST banner for drafts; keep logo aspect ratio fix Numbered drafts intentionally surface UTKAST until manually marked sent. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * revert(invoices): drop logo objectFit change Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(enable-banking): implement transaction fetch strategy and update related logic --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-11 00:27:44 +02:00
Mattsson	75043632de	Fix/compliance and invoices (#433) ... * feat(invoices): implement inline membership checks for invoice-number RPCs and enhance error handling * fix(invoices): enhance unpaid amount calculation to support currency-specific rounding * fix(api-client): handle response.text() error for 403 status in skvRequest	2026-05-10 19:09:57 +02:00
Mattsson	1876b3b402	fix(agi): update AGI submission logic to reflect SKV's auto-persistence and adjust error handling (#432) ... fix(pdf): align company logo and document title in invoice PDF layout	2026-05-10 15:37:19 +02:00
Mattsson	0ee5219b6c	feat(invoices): implement öresavrundning logic and next invoice numbe… (#429) ... * feat(invoices): implement öresavrundning logic and next invoice number preview - Added `getDisplayTotal` utility to handle rounding for SEK invoices based on company settings. - Updated `InvoicesPage` to utilize the new rounding logic when displaying totals. - Introduced `peek_next_invoice_number` function to allow previewing the next invoice number without consuming the sequence. - Modified invoice number generation to remove the year prefix and prevent truncation of numbers exceeding three digits. - Enhanced tests for invoice number generation and rounding functionality to ensure correctness. - Updated PDF template to reflect new rounding logic for totals and display appropriate values. - Adjusted company switcher to hide options in sandbox mode. - Improved error handling and logging in sandbox seeding process. * fix(skatteverket): remove unused scope labels from SCOPE_LABELS and DEFAULT_SCOPES	2026-05-10 14:21:26 +02:00
Mattsson	993b3f5962	Fix/remove disabled fields (#426) ... * fix(dashboard): enable salary features with "Beta" badge for testing * fix(errors): enhance Swedish error message patterns for better user feedback fix(salary): update Nordea Personkonto handling in account encoding logic * fix(agi): implement feature flag for AGI transmission and update button states * fix(swedish-payroll): update youth rate eligibility criteria and enhance documentation * fix(agi-panel): remove feature flag for AGI transmission and simplify button states	2026-05-09 23:55:50 +02:00
Mattsson	27969c5260	fix(dashboard): enable salary features with "Beta" badge for testing (#425)	2026-05-09 18:54:49 +02:00
Mattsson	7e81f661b2	Add/skv salary agi (#423) ... * feat: add Bankgirot LB-fil support for salary payments and tax payments - Implemented `generateBgLb` for salary batch payments, producing opening, payment, and closing records. - Added tests for `generateBgLb` to ensure correct record generation and validation. - Created `generateBankgiroPaymentBgLb` for single tax payments to Skatteverket, including validation and formatting. - Added tests for `generateBankgiroPaymentBgLb` to verify record structure and data integrity. - Introduced `generateSkattekontoOcr` for generating valid OCR references for Skattekonto payments, with tests for various input formats. - Updated database schema to track payment file formats and timestamps for salary runs and AGI declarations. - Created a new table for logging salary payslip deliveries to ensure compliance with audit requirements. * feat: add write permission check and company ID validation for payment file generation * feat: add write permission check for salary payment file generation	2026-05-09 12:41:16 +02:00
Jakob Wennberg	11e07b34c3	fix(sie-import): reject overlap-but-not-contain fiscal periods (#421) ... * fix(sie-import): reject overlap-but-not-contain fiscal periods ensureFiscalPeriod previously fell back silently to any partially-overlapping fiscal_period when no period fully contained the SIE file's #RAR range. That stamped every imported voucher with a fiscal_period_id whose date window didn't cover the voucher's own entry_date — breaking the SIE invariant that #VER dates fall inside #RAR and BFL 5 kap. (verifikationsnummer i obruten serie per räkenskapsår). Reproduced in production: a customer with a broken fiscal year (Mar–Feb) had their previous-year SIE collapse into a calendar 2026 period, mixing 116 prior-year vouchers into the current period's voucher sequence. Now: fully-contained → reuse; partial overlap → reject with a clear Swedish message pointing at the period dates that would need to be fixed; no overlap → create a new period as before. Adds a defense-in-depth pre-check in executeImport that rejects with a Swedish error if any individual #VER date falls outside the resolved fiscal period — catches multi-year SIE files (which gnubok does not yet support) without producing corrupted journal entries. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(sie-import): fail closed on period-fetch error in voucher-date guard Greptile correctly flagged that the voucher-date guard wrapped the period fetch in `if (resolvedPeriod)` without checking the .single() error. A transient network error or RLS failure returned null for data, the guard body skipped, and importVouchers ran with no date validation — the same data-corruption path the guard exists to close. Now: surface the fetch error to the user (Swedish) and abort the import. Also switches the date comparison from millisecond timestamps to YYYY-MM-DD string compare. SIE per spec is date-only and our parser normalizes to midnight, but string compare matches the underlying DATE columns exactly and removes a latent off-by-one risk on the period's last day if a future parser change ever attached a time component to v.date. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-08 17:17:36 +02:00
Mattsson	81e9dd224e	Add/csv import options (#420) ... * feat(import): add customer and supplier parsing functionality - Implemented customer file parsing in `lib/import/customers/parser.ts` with support for Excel and CSV formats. - Created types for detected customer columns and parsed customer rows in `lib/import/customers/types.ts`. - Added tests for customer classification logic in `lib/import/shared/__tests__/classify.test.ts`. - Developed classification functions for customers and suppliers in `lib/import/shared/classify.ts`. - Introduced shared column utility functions in `lib/import/shared/column-utils.ts`. - Implemented supplier file parsing in `lib/import/suppliers/parser.ts` with validation for various fields. - Created types for detected supplier columns and parsed supplier rows in `lib/import/suppliers/types.ts`. - Added tests for supplier column detection and parsing in `lib/import/suppliers/__tests__/column-detector.test.ts` and `lib/import/suppliers/__tests__/parser.test.ts`. * fix(labels): update 'Svenskt företag' to 'Svenskt företag eller organisation' for clarity * feat(import): refactor encoding handling for Swedish files and add tests for character preservation * feat(recapt): implement clearRecaptIdentity function and integrate into logout flow * feat(bookkeeping): implement copy functionality and next voucher sequence retrieval * feat(import): enhance customer and supplier import functionality with normalization and event handling	2026-05-08 15:42:06 +02:00
Jakob Wennberg	15d4f429f3	feat: consolidate /expenses into /supplier-invoices, dual-channel support feedback, compliance skills (#417) ... * feat(supplier-invoices): consolidate /expenses into /supplier-invoices and add bank matching Collapse the duplicate AP entry points by redirecting /expenses, /expenses/new, and /expenses/[id] into the canonical /supplier-invoices routes, and absorb the expense-entry flow into /supplier-invoices/new. Add a BankTransactionPicker so a supplier invoice can be registered and matched to an existing outgoing bank transaction in one step. Extend the transaction → invoice match dialog to handle supplier invoices alongside customer invoices, including the new /match-supplier-invoice endpoint and Swedish copy variants. Update the sidebar to point Leverantörsfakturor at /supplier-invoices and hide the legacy entry. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(support): send feedback to both Recapt and email channels Previously submitFeedback used Recapt when present and only fell back to email on failure, so feedback captured by the SDK never reached the support inbox. Always POST to /api/support/contact in parallel with the Recapt call and return the list of channels that succeeded; feedback is considered delivered if either channel succeeds. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * chore(skills): add compliance skill references for GDPR, ISO 27001, OSS, OWASP ASVS, SOC 2 Add reference material for five compliance domains alongside the existing .claude/skills/ set so future audits and CI gating work has a documented mapping to controls, violation patterns, tool orchestration, and cross-framework crosswalks. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(supplier-invoices): address review issues in register-and-match flow - BankTransactionPicker: move createClient() inside the effect and drop the supabase client from the deps array. Calling createClient() in the component body produced a fresh reference on every render, which combined with the setIsLoading(true) inside the effect to fire an infinite re-fetch loop while the dialog was open. - /supplier-invoices/new: replace the submitMode useState with a useRef. setSubmitMode() in the button onClick and the read in the form onSubmit run in the same React event batch, so onSubmit always saw the previous render's value and the bank picker never opened on first use. - /supplier-invoices/new: route AB companies through the existing review dialog before booking the register-and-match flow. handlePickTransaction now stores the picked transaction and opens the review dialog for AB; on confirm, handleConfirm posts the create and then matches the stored transaction. EF retains the one-step create+approve+match path. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(transactions): populate potential_supplier_invoice so the match flow is reachable fetchTransactions and loadMoreTransactions previously joined potential_invoice from the invoices table but never looked up potential_supplier_invoice, so TransactionInboxCard's hasSupplierInvoiceMatch check was always false and handleConfirmInvoiceMatch's supplier branch was unreachable. Mirror the existing customer-invoice pipeline: collect potential_supplier_invoice_id values, batch-fetch the matching supplier_invoices (with their supplier), build a map, and spread the result onto each TransactionWithInvoice in parallel with the customer-invoice fetch. Update uncategorizedTransactions sort and transactionsWithMatches filter to also recognize supplier-invoice candidates so they bubble to the top of the inbox and aren't excluded from match-driven views. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-07 18:13:43 +02:00
Mattsson	9e1e13d388	Fix/bank and onboarding (#413) ... * fix(onboarding): validate org number at step 2 instead of final submit Run normalizeOrgNumber (Luhn + 10/12-digit check) inside the Step 2 Zod schema and gate the duplicate-check and TIC lookup effects on it, so users get an inline error on the field they just typed instead of filling out two more steps and being bounced back from the server. Server-side check stays as defense in depth. Also fixes the old regex incorrectly rejecting valid 12-digit org numbers. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(reconciliation): pass real userId to transaction.reconciled events runReconciliation and manualLink fell back to companyId when no userId was provided, causing FK violations on event_log.user_id (which references auth.users). Make userId a required arg in both functions, drop the fallback, and forward a real user id from every caller (user.id from authed routes, connection.user_id from the cron path). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * refactor(enable-banking): use local companyId instead of reinlining ctx fallback Three sites in the enable-banking sync handler reinline `ctx?.companyId ?? user.id` instead of using the local `companyId` declared at the top of the block. Collapse all three to the local for consistency and to remove drift risk if the fallback expression ever changes. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-07 13:32:06 +02:00
Mattsson	dbe634d0aa	Mcp/bulk approval (#412) ... * feat(pending-operations): implement bulk commit functionality with UI support * feat(pending-operations): add bulk action labels and warnings for confirmation dialogs * feat(pending-operations): enhance bulk commit functionality with rejection handling and summary updates	2026-05-07 13:00:11 +02:00
Jakob Wennberg	97db09a3ff	feat(invoices): allocate-on-save, makulera flow, manual invoice picker (#405) ... * feat(invoices): allocate-on-save, makulera flow, manual invoice picker Three coordinated invoice changes: 1. Allocate F-series number when the draft is created (Fortnox-style), not at send time. Users can download a numbered draft and send it manually. If number allocation fails, the invoice + items are rolled back so no orphaned rows remain. Adds INVOICE_CREATE_NUMBER_ASSIGN_FAILED. 2. DELETE /api/invoices/[id] now soft-cancels (status='cancelled') instead of hard-deleting. The F-series number is retained, keeping the sequence gap-free per ML 17 kap 24§ and BFNAR 2013:2 — no voucher_gap_explanations needed. Sent/paid invoices stay immutable (credit note required). Adds "Makulerade" tab to the invoice list; cancelled invoices are hidden from "Alla" by default. PDF draft banner stays visible on numbered drafts and only clears when the invoice is marked sent. 3. New InvoicePicker component lets users manually match an income transaction to an open invoice from the booking dialog ("Matcha med faktura..."), complementing the existing auto-match flow. Also: new-invoice review dialog reads accounting_method from settings and shows a cash-vs-accrual warning so users know when the verification posts. seed-demo-account adds year-end closing + opening balance helpers so multi-year demo data is balanced. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(invoices): address review feedback on PR #405 Greptile P1 + Swedish compliance reviewer findings: - app/api/invoices/route.ts — replace hard-delete rollback on number- allocation failure with a soft-cancel (status='cancelled'). If generate_invoice_number bumped the sequence before failing to write the number back, hard-deleting would leave a permanent gap in the F-series in violation of ML 17 kap 24§. Re-fetch invoice_number first so any partially-written value is logged for operator follow-up. Log loudly if the cancel itself fails so an orphan row doesn't go unnoticed. - app/api/invoices/[id]/route.ts — close TOCTOU race on the cancel update. The .eq('status','draft') guard prevented data corruption but Supabase returned error: null with 0 affected rows on a concurrent flip, and the handler reported success. Add .select('id') and return new INVOICE_CANCEL_RACE (409) when no row updated. - components/transactions/InvoicePicker.tsx — memoize createClient() so the supabase reference is stable across renders. Without this, including supabase in the useEffect dep array fires the open-invoices fetch on every render. - app/(dashboard)/transactions/page.tsx + match-invoice/route.ts — read category from the match-invoice response instead of hardcoding 'income_services' client-side. Server now echoes the category it actually booked; client falls back to 'income_services' if absent. - lib/invoices/pdf-template.tsx — add MAKULERAD banner for cancelled invoices (red, distinct from the yellow draft banner). A cancelled invoice PDF previously rendered with no warning if it had a number, or with the draft banner if it didn't — both could be mistaken for a valid faktura. Cancelled takes precedence over draft so the legacy un-numbered-cancelled case is also covered. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(invoices): guard cancelled status on send + rollback symmetry Two follow-up fixes from the second-round Swedish compliance review on PR #405: - app/api/invoices/[id]/send/route.ts — reject sending a cancelled invoice. The existing flow had no status guard before .update({ status: 'sent' }), so a cancelled invoice could be silently re-activated to sent and a "MAKULERAD"-watermarked PDF could be delivered to the customer as if it were a live faktura. New INVOICE_SEND_CANCELLED (400) returned at the top of the handler. - app/api/invoices/route.ts — add .eq('status', 'draft') to the rollback-cancel update so the rollback is symmetric with the DELETE handler's only-drafts-may-be-cancelled rule. At the create flow's current shape the row can't realistically be anything other than draft, but the symmetry prevents a future caller adding a status flip between insert and number-allocation from accidentally cancelling a posted invoice. mark-sent (rejects non-draft), mark-paid (only sent/overdue), and convert (explicitly rejects cancelled proformas) already guard correctly — no changes needed there. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(invoices): InvoicePicker filters settled invoices; drop dead error code Two cleanups from the third-round Swedish compliance review on PR #405: - components/transactions/InvoicePicker.tsx — add .gt('remaining_amount', 0) defensively. The picker filtered by status IN (sent, overdue, partially_paid), but a stale 'sent' or 'overdue' row with remaining_amount=0 (data inconsistency) would otherwise be selectable here and could be matched a second time, double-booking the income — a direct BFL 5 kap accuracy violation. - lib/errors/structured-errors.ts — remove INVOICE_DELETE_NUMBERED. The numbered-draft refusal was replaced by the soft-cancel path earlier in this PR; the entry has no remaining callers. Verified-safe and not changed: - Cancel-without-storno concern: createInvoiceJournalEntry only fires inside mark-sent (after the draft→sent guard) or send (after the cancelled-status reject). Drafts never have posted verifications, so cancelling a draft cannot leave an orphaned bokföringspost. - Hardcoded category: 'income_services' in match-invoice is a pre-existing classification concern that warrants a larger refactor (derive from invoice's revenue accounts) rather than a one-line patch. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(invoices): InvoicePicker excludes proforma invoices Add .eq('document_type', 'invoice') to the open-invoice query. A proforma is not a faktura per ML 17 kap 24§ — no VAT obligation, no binding commercial document — and must never be matched against a bank receipt. Without this guard a sent proforma could be selected in the picker, triggering a payment booking and VAT-rate journal entry that violates BFL 5 kap accuracy rules. Other findings from the third-round Swedish compliance review were verified-safe and not changed: - Cancelled-invoice PDF download path: the MAKULERAD watermark added earlier in this PR is the safeguard. Blocking the download endpoint outright would prevent legitimate audit access; the visible banner prevents the doc being mistaken for a valid faktura. - Cancel-without-storno: createInvoiceJournalEntry only fires inside mark-sent / send / pending-operations, all behind status guards. Drafts never carry a posted verifikation, so cancel can't orphan one. - Allocate-on-save for proforma uses F-series: not true. The generate_invoice_number RPC (migration 20260427150100) routes document_type='proforma' to a separate 'PF-' prefix sequence; the F-series is untouched. - closeYearForSeed 2099 → 2091 transfer: real demo-data correctness issue but a seed-script polish item — separate PR. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(match-invoice): server-side document_type='invoice' guard The InvoicePicker filter excluding proformas (added in the previous commit) is client-only. A direct API call to /api/transactions/[id]/ match-invoice with a proforma id would otherwise still book a payment journal entry against a document that has no VAT obligation per ML 17 kap 24§. Add a defense-in-depth check after the invoice fetch. New error code MATCH_INVOICE_NOT_INVOICE_TYPE (400). Test added. Other findings from the latest compliance review were verified-safe and not changed: - Cancelled-invoice PDF download path: /api/invoices/[id]/pdf always re-renders through InvoicePDF, so the MAKULERAD banner is always present. The bot's "cached pre-cancellation PDF" scenario does not apply to this codebase. - Proforma F-series allocation: the generate_invoice_number RPC routes document_type='proforma' to a separate 'PF-' prefix; the F-series is not polluted. - Soft-cancel rollback gap when number not written: the RPC is a single-transaction PL/pgSQL function — sequence bump (UPDATE company_settings) and row write (UPDATE invoices) commit or roll back together. The "sequence advanced but row null" scenario the bot describes is impossible by construction; a thrown exception in the row-write step rolls back the bump. - closeYearForSeed obeskattade reserver: seed-script demo accuracy, separate PR. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-06 22:49:56 +02:00
Mattsson	e77423d099	feat(transactions): add tool to list transactions without documents and update scope map (#403)	2026-05-06 17:14:59 +02:00
Jakob Wennberg	4131db2894	chore: MCP intent-tools, BankID enrichment table, multi-tenant fixes (#402) ... * chore: MCP intent-tools, BankID enrichment table, multi-tenant fixes MCP server gains six intent-shaped tools that collapse multi-call agent flows into one: vat_close_check, query_journal, auto_match_period, create_supplier_invoice_from_inbox, audit_package, year_end_readiness. Tools wired into TOOL_SCOPE_MAP and OPERATION_RISK_TIERS as appropriate (create_supplier_invoice_from_inbox at medium tier — reversible until approve, but stages a leverantörsskuld). BankID enrichment now persists to a dedicated bankid_enrichment table keyed by user_id. extension_data has been company-scoped (NOT NULL company_id) since the multi-tenant refactor, so every BankID signup has silently been failing the enrichment upsert. Select-company picker reads from the new table. delete_last_voucher (BFNAR 2013:2) needs to clear document_attachments.journal_entry_id before deleting the entry, but the new document immutability trigger blocks that UPDATE. Added the same gnubok.allow_delete transaction-scoped bypass pattern used by the journal-entry/line/retention triggers. pg-real tests cover the happy path, the unauthorized direct UPDATE, and the swap-to-different-entry attempt under the bypass flag. fiscal_periods.no_overlapping_fiscal_periods exclusion was scoped to user_id from before multi-tenant — rebound to company_id so the same user can have overlapping fiscal years across companies they own/are member of. Also adds scripts/seed-demo-account.ts for end-to-end demo seeding (two companies, full FY2025, active FY2026 with mixed state). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(pr-402): address review feedback Migrations - Drop 20260506140000_document_journal_entry_immutability_delete_bypass.sql: redundant with 20260506140000_document_journal_entry_immutability_bypass.sql that landed on main while this branch was open. Both share the same gnubok.allow_delete pattern; main's version is what the DB actually has. - Rename 20260506150000_bankid_enrichment_table.sql → 20260506160000_bankid_enrichment_table.sql to clear the timestamp clash with 20260506150000_protect_document_journal_link.sql on main (Supabase branch preview was failing on schema_migrations PK collision). Tests - Drop the swap-under-flag test from delete-last-voucher.pg.test.ts: main's bypass returns NEW unconditionally when gnubok.allow_delete='true', so the swap is permitted. Drop the duplicate happy-path test (already covered by 'clears journal_entry_id on attached documents and deletes the voucher'). Keep the unauthorized-direct-UPDATE test. - Add bankid-enrichment.pg.test.ts covering the SELECT RLS policy: user reads own row, cannot read another user's row, INSERT denied for authenticated. gnubok_query_journal - amount_min/amount_max is applied post-fetch (PostgREST can't OR abs(debit) and abs(credit) cleanly), but PostgREST's count is computed pre-filter. Reporting that as total_lines mislead agents into paginating a tail that was already filtered out. When the amount filter is applied, anchor total_lines and truncated to the filtered set and surface db_matched_pre_amount_filter + amount_filter_applied_post_fetch separately. - Escape `_` in the free-text LIKE filter so a search for "2_441" doesn't match "2X441". VAT close check - Reverse-charge blocker no longer fires on ruta 30 (seller-side domestic omvänd skattskyldighet) — the seller books no VAT, the buyer does, so missing ruta 48 is expected. Now scoped to ruta 31/32 (EU acquisition) where the buyer must book both calculated output (2615) and matching ingående moms (2645). - High-value receipt threshold no longer reads journal_entries.total_amount (column doesn't exist; check silently never fired). Sums debits across the entry's lines, which equals the gross for ordinary purchase entries — comparing a gross figure against the BFL/ML 4 000 SEK threshold per ML 17 kap 26–28 §. seed-demo-account.ts - Require an explicit email argument; refuse to run with the previously hardcoded fallback that would silently target a real user. Ensure email is non-undefined for downstream typing. - Type the supabase fiscal_periods insert result locally so tsc no longer reports 'fp implicitly any' from the loose untyped client. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(test): adjust fiscal-period-start-day pg test for per-company overlap The pg-real failure on PR #402 was a latent bug surfaced by this branch's fiscal_periods exclusion constraint flip from user_id to company_id (migration 20260506140100). The test was inserting periods that overlapped seedCompany's default 2026-01-01..2026-12-31 period; the previous constraint slipped past it because the test's INSERT didn't set user_id (NULL escapes the WITH = match), so two same-company overlapping periods silently coexisted. Now that the constraint correctly fires per company, pick years that don't overlap with the seeded 2026 period. The trigger's behavior under test (allow mid-month start when no earlier period exists, allow back-dated SIE imports, reject mid-month start when an earlier period exists) is unchanged. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(vat-close-check): correct reverse-charge/import blocker rutor Rutor 30/31/32 are the buyer's calculated utgående moms on reverse- charge purchases (domestic byggtjänster/electronics → 2614 → ruta 30; EU goods → 2624 → ruta 31; EU services → 2634 → ruta 32). The buyer must also book matching ingående moms (2647 inhemskt / 2645 utlandet → ruta 48). The previous fix removed ruta 30 on the basis that it was seller-side; that's incorrect — domestic-RC sellers book no VAT at all (they report only beskattningsunderlag on ruta 41), so 2614 only sees buyer-side entries. Restore ruta 30. Also extend the check to import rutor 60/61/62 (non-EU import VAT declared via momsdeklaration since 2015 — 2615/2625/2635). Same mechanic: importer books output VAT on these rutor and deducts the input side via ruta 48. SaaS-from-AWS / OpenAI / Vercel companies hit this path; without including 60/61/62 the blocker would silently miss their misbookings. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(mcp): expose ruta 60/61/62 (import VAT) on the local VatReportResult The vat-close-check fix referenced vatReport.rutor.ruta60/61/62 but the MCP server's local VatReportResult type only carries ruta 05-49. Build broke on tsc. Extend the MCP server's slim VAT report to also project import VAT — 2615 → ruta 60 (25%), 2625 → ruta 61 (12%), 2635 → ruta 62 (6%) — and fold those into ruta 49 (att betala/återfå). Mirrors the BAS-to-Ruta mapping in lib/reports/vat-declaration.ts. Output schema and required list updated accordingly. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-06 16:41:36 +02:00
Mattsson	ce3af4d17e	Fix/multiple domain issue (#401) ... * feat: enhance invoice management and immutability checks - Update InvoiceDetailPage to prevent deletion of drafts with assigned invoice numbers, providing user feedback. - Modify the invoice conversion API to ensure invoice number allocation occurs only after successful item insertion and proforma cancellation. - Implement structured error responses for invoice deletion, ensuring only drafts without assigned numbers can be deleted. - Add comprehensive tests for invoice deletion and conversion scenarios, including edge cases for draft invoices. - Introduce immutability checks in the document management system to prevent unauthorized changes to linked documents. - Create SQL migration to enforce document metadata immutability, ensuring compliance with accounting regulations. * fix(invoice): prevent invoice number consumption on PDF render failure * feat: add document journal entry immutability enforcement for delete_last_voucher RPC * fix(invoice): implement rollback for orphan invoices on proforma cancel failure * fix(document): extend immutability trigger to protect journal entry links	2026-05-06 14:08:38 +02:00
Jakob Wennberg	b9a2ce522b	chore: post-bankid redirect, recapt feedback, TIC SPAR enrichment (#400) ... * chore: post-bankid redirect, recapt feedback, TIC SPAR enrichment - BankID login + register now redirect to /select-company so the picker shows freshly enriched CompanyRoles from the current session. - New lib/support/submit-feedback util prefers window.recapt feedback widget when present, falls back to /api/support/contact. SupportLink uses it and hides itself in sandbox companies via new isSandbox flag on CompanyContext (+ useCompanyOptional hook). - TIC enrichment re-requests SPAR alongside CompanyRoles now that both types are enabled on the tenant; enrichment shape logged PII-free (booleans/counts only). Tests cover the SPAR+CompanyRoles path. - Skatteverket api-client: 15s AbortSignal timeout on outbound requests. - Swedish compliance review CI: bump REVIEW_MODEL to claude-opus-4-7. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * chore: keep compliance review model on sonnet-4-6 Reverts the opus-4-7 bump from the previous commit per request. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(tic): don't persist SPAR PII to extension_data The previous commit started requesting SPAR alongside CompanyRoles and wrote the full enrichment payload (incl. personnummer, full name, home address, birth date, gender) verbatim to extension_data.value — a plain JSON column. Personnummer is already hashed + encrypted in bankid_identities, so the extension_data row was an unencrypted PII duplicate exposed to anyone with read access to the table. No consumer (middleware, /select-company, createCompanyFromTicRole) reads any SPAR field today; they only read companyRoles. Persist a sanitized blob of { companyRoles, enrichedAtUtc } instead. SPAR is still requested from TIC (and its shape logged PII-free) so enrichment completes; if address pre-fill ships later, those fields should be encrypted before storage. Also drop the dead `null` branch from SubmitFeedbackResult.channel — every code path returns 'recapt' or 'email'. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-06 13:43:06 +02:00
Mattsson	5725c25bf1	Logs/improved logging (#398) ... * feat(mcp): add create_transactions tool with /pending approval gate New MCP tool gnubok_create_transactions stages 1–10 transactions per call as pending_operations of type create_transaction (risk: medium). Each item becomes its own card on /pending; on confirm, the executor inserts the row into transactions with import_source='mcp' so MCP-staged ingestion is distinguishable from PSD2 sync. Designed for skill workflows that pull external data (e.g., Airtable) and want the user to gate the writes. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(bas): strip concatenated group headers from corrupted account names A chart-data import bug had glued the next group's header onto the last account in each preceding group across all eight bas-data class files (e.g. account 2670 read "Utgående moms på försäljning inom EU, OSS 27 PERSONALENS SKATTER, AVGIFTER OCH LÖNEAVDRAG"). The corrupted names surface in transaction dropdowns, ledgers, SIE exports and årsredovisning, and risk VAT miscategorization on the OSS (2670) and blandad-verksamhet (6999) accounts specifically. - Cleans 69 account_name and 64 description fields across class-1..8 files - Adds a regression test asserting no name contains a concatenated header - Ships an idempotent safety-net migration that updates already-seeded chart_of_accounts rows, gated on the corrupted string so user customizations are preserved Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(errors): add structured error codes and handling for various operations - Introduced a new structured error registry in `structured-errors.ts` to standardize error handling across the application. - Added Swedish and English messages for various error scenarios, including validation, authorization, and bookkeeping errors. - Implemented a client-side error toast in `use-error-toast.ts` to display user-friendly error messages with remediation hints. - Created a wrapper for recording operation outcomes in `record-operation.ts`, enhancing audit capabilities for operations. - Developed a provider call wrapper in `with-provider-call.ts` to handle external HTTP calls with structured logging and error mapping. - Added a new SQL migration to extend the processing history with new event types and aggregate types for better operational telemetry. * Refactor supplier API routes to use context-based logging and error handling - Replaced direct Supabase client usage in GET and POST routes with context-based approach using `withRouteContext`. - Enhanced error handling to provide structured error responses for supplier creation and listing. - Updated logging to include request IDs for better traceability. - Introduced new error codes for supplier-related operations. - Refactored tax deadlines cron job to utilize context and improved error handling. - Updated ESLint configuration to enforce logging practices across API and lib directories. - Enhanced arcim migration extension with structured error handling and logging. - Added classification for provider errors to improve user-facing error messages. - Introduced request ID in extension context for better log correlation. * fix(route-context): update DynamicParams type for improved type safety in route handlers * feat(transactions): add 'create_transaction' operation to PendingOperationType * fix(route): ensure companyId is non-nullable in loadAndDeriveAbsence function * fix(route-context): ensure companyId is always non-null by short-circuiting with COMPANY_CONTEXT_MISSING --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-06 11:12:02 +02:00