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Author SHA1 Message Date
Jakob WennbergandClaude Opus 4.8 c74b19df1b Accounted rebrand + swarm-skill cleanup + bank-reconciliation fixes (#643) 
* feat(reconciliation): close the bank-feed loop on voucher links and re-tag mis-typed opening balances

Two related fixes to bank reconciliation correctness:

1. Auto-reconcile on voucher link. Linking an invoice or supplier invoice to
   an existing voucher previously advanced only the invoice — the bank
   transaction that paid it kept sitting in the Transactions inbox with a null
   journal_entry_id. linkInvoiceToVoucher / linkSupplierInvoiceToVoucher now
   call autoReconcileTransactionForLinkedVoucher (lib/reconciliation), which
   links the bank transaction to the same verifikat when exactly one unbooked
   line matches it. Best-effort and post-commit: a failure here never fails the
   link. The result surfaces reconciledTransactionId; the inbox row leaves the
   list and the UI shows link_success_tx_reconciled.

2. Re-tag mis-typed opening balances. getReconciliationStatus and the GL-line
   matching RPCs identify a cash account's ingående balans solely by
   journal_entries.source_type='opening_balance'. Companies migrated from other
   systems often booked the bank IB as an ordinary voucher (source_type
   'import' or 'manual'), so it was never excluded and surfaced as a phantom
   reconciliation difference equal to the opening balance. Adds:
   - migration mark_entry_as_opening_balance: a GUC-gated carve-out in the
     immutability trigger plus a SECURITY DEFINER RPC that validates the entry
     (balance-sheet lines only, dated on a fiscal-period boundary), flips the
     source_type, and writes an audit row — no blanket data sweep.
   - POST /api/reconciliation/bank/mark-opening-balance + MarkOpeningBalanceSchema.
   - BankReconciliationView action to trigger it from the IB diff.

The gnubok_create_voucher executor now accepts a typed is_opening_balance flag
and derives source_type='opening_balance' only after validating class 1/2 lines
on the period start, so new IBs land correctly typed.

Covered by lib/reconciliation auto-reconcile tests, voucher-executors tests,
and a mark-entry-as-opening-balance pg-real test.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* chore: rebrand gnubok → Accounted and prune swarm agent skills

Product rebrand and skills housekeeping. No runtime behaviour change.

Rebrand: replace user-visible "gnubok" with "Accounted" across docs, READMEs,
in-code comments, doc-site content, MCP skill/resource prose, and the
gnubok-mcp package description. The MCP resource URI scheme is moved gnubok://
→ Accounted:// consistently across resource registrations, the event-type
comment, and the resource/skill tests. Deliberately preserved as stable
identifiers (NOT rebranded): the gnubok-company-id cookie, gnubok_sk_ / gnubok_inv_
token prefixes, the gnubok-mcp npm bridge name, and the AGI <gem:Programnamn>
value (kept 'gnubok' per its source comment — it is the software identifier sent
to Skatteverket and must not churn across visual rebrands).

Skills: remove the 27 swarm-* agent SKILL.md atoms (no longer used; already
absent from the agent_atom_registry in prod), refresh the remaining skill docs,
add the .claude/rules/ path-scoped rule set, and regenerate the
seed_agent_atom_bodies migration + .skill-body-manifest.json via
`npm run skills:generate` so the DB-backed skill bodies match the trimmed set.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-06-03 10:52:01 +02:00
Jakob WennbergandClaude Opus 4.8 b5c3c3ec04 fix(reconciliation): surface bank tx + match to existing verifikat, delete UX, DPA links (#623) 
* fix(reconciliation): surface bank transactions via robust cash_account_id scoping

The per-account reconciliation scoping silently returned zero transactions for
companies whose rows were NULL or mis-assigned mid-backfill (e.g. Arcim: 138
transactions, 101 unbooked, yet Bankavstämning showed "0 kr" while the 1930 GL
movement and a large difference still displayed). Two causes, both fixed:

- scopeTransactionsToAccount used a fragile nested or(...,and(is.null,...))
  PostgREST filter. Replace it with a flat, reliable
  `currency = X AND (cash_account_id = id OR cash_account_id IS NULL)` and share
  the one implementation with /api/transactions so the status card and the lists
  can never drift.
- The original best-effort backfill only touched NULL rows and an earlier
  revision mis-assigned cash_account_id (the since-fixed min(uuid) bug), which
  migrations cannot self-correct. Add an idempotent repair migration that
  re-seeds the default 1930 account and re-derives cash_account_id (correcting
  non-NULL mis-assignments) for booked rows and single-account companies.

Also localise manualLink's user-facing errors to Swedish. Adds unit coverage for
the new filter shape and pg-real coverage for the repair (incl. the Arcim
single-account reproduction).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(transactions): match a bank transaction to an existing verifikat

Adds a "Matcha mot befintlig verifikation" action to the Transactions inbox so a
bank line that is already booked elsewhere (a salary run, a Fortnox/manual
voucher, an invoice paid from the invoice page) can be linked to that existing
verifikat with no new bokföring — the capability previously lived only in
Reports → Bankavstämning.

- Extract the searchable MatchVerifikationPicker into a shared client component.
- New MatchVoucherDialog: resolves the tx's cash account, fetches candidates
  ranked server-side by reconciliation confidence, links via
  /api/reconciliation/bank/link (so the link is undoable in Bankavstämning).
- unmatched-entries route gains an optional transaction_id that ranks candidates
  (ranking stays server-side; the recon lib is not client-safe).
- Inbox row's overflow (⋯) menu gains the new action.

Also fixes the Bankavstämning view: editing the date no longer auto-reloads
(applies on Filtrera / account change only) and Datum till defaults to today.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(transactions): actionable Swedish errors when a bank tx cannot be deleted

The delete route returned a hardcoded English 409 that getErrorMessage mapped to
the misleading generic "En konflikt uppstod. Ladda om sidan...". Return
structured bilingual envelopes instead:

- TRANSACTION_DELETE_BOOKED (409) for a booked/linked row — steers the user to
  unlink in Bankavstämning or storna the voucher.
- TRANSACTION_DELETE_HAS_AUDIT_TRAIL (409) for the real, common case where an
  unbooked row carries payment_match_log rows: the cascade hits the
  audit-immutability trigger (P0001), previously surfaced as a bare 500. Steers
  the user to match-to-voucher or ignore instead.

Updates the DELETE test suite and adds the P0001 case.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(settings): surface DPA and privacy policy links

The /dpa page (personuppgiftsbiträdesavtal, GDPR Art. 28) was complete but
linked from nowhere. Add a "Sekretess och avtal" card on Inställningar → Konto
linking to /privacy and /dpa, and a reciprocal link to the DPA from the privacy
policy's sub-processor section. (The DPA already links back to /privacy.)

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(review): address PR #623 feedback

- unmatched-entries: when transaction_id is supplied but resolves to no row in
  the caller's company, return an empty candidate list instead of silently
  falling back to the full unranked list (Compliance Swarm V8.2.1, high).
- MatchVoucherDialog: preserve a manually-picked voucher when the candidate
  list reloads (e.g. "Visa alla datum") instead of discarding it (Greptile P2).
- DELETE /api/transactions/[id]: return the 404 as the structured
  { error: { code, message, message_en } } envelope like the handler's other
  errors, for a uniform contract (Greptile P2). Test updated.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(bookkeeping): allow editing notes on a committed journal entry

Saving a note on a posted verifikation failed with "Committed entries are
immutable": enforce_journal_entry_immutability() had no posted→posted path, so a
notes-only UPDATE fell through to the final RAISE. `notes` is internal annotation
metadata (not verifikation content under BFL 5 kap. / BFNAR 2013:2), so add a
narrow carve-out that permits a notes-only change on a committed entry — verified
with a whole-row to_jsonb() diff so any other field change still raises, and only
when status is unchanged. Period-lock enforcement is unaffected.

CREATE OR REPLACE in a new migration (same pattern as
20260428160000_fix_journal_entry_immutability_delete_bypass); the migration-017
protections are extended, never weakened. Covered by a pg-real test asserting a
notes edit succeeds while amount/description/account edits still fail.

(Already applied to production; committing the file + test for repo consistency.)

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(sandbox): make pre-staged pending operations executor-complete

The seeded pending_operations existed only as display previews — approving them
failed because commit executors in lib/pending-operations/commit.ts validate
required fields on "Godkänn". Seed a backing invoice_inbox_items row and fill the
supplier-invoice and categorize params with every field the executors require
(inbox_item_id, full items array; real uncategorized transaction_id + category),
so the sandbox approval queue is actually approvable end to end.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-06-01 21:08:06 +02:00
Jakob WennbergandClaude Opus 4.8 953980c875 Per-account bank reconciliation + overdue/inbox/privacy fixes (#619) 
* feat(reconciliation): scope bank reconciliation per cash account via transactions.cash_account_id

A company with two same-currency cash accounts (e.g. checking 1930 + a
savings account) saw every SEK transaction on every account, and the
status card summed across both — reconciliation filtered transactions by
CURRENCY while filtering GL lines by ACCOUNT (issue #604).

Bind each bank transaction to the cash_accounts row it settled on:

- New nullable transactions.cash_account_id FK (ON DELETE SET NULL —
  a bank transaction is räkenskapsinformation, BFL 7 kap, and must
  survive cash-account deletion) + a best-effort 4-pass backfill.
- All reconciliation/transaction queries scope to the selected account
  with a NULL->currency fallback, so legacy/un-backfilled rows never
  disappear mid-backfill.
- ingestTransactions stamps cash_account_id from the batch's
  settlementAccount; categorize + manualLink resolve and use it.
- Bank leg now books to the transaction's actual settlement account via
  applySettlementAccount (no-op for 1930), so interest/fees on a
  savings/EUR account reconcile instead of mis-booking to 1930.
- manualLink cross-checks the transaction's account and requires a
  voucher line on the selected account (no silent cross-account links).
- BankReconciliationView: quick-book menu for any settlement account,
  in-flight request abort on account/date switch, 500-row truncation
  notice, per-account state reset.
- pg-real coverage for the FK, all backfill passes, account-scoped
  query isolation, and cross-company isolation.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(supplier-invoices): stop marking paid invoices and credit notes as overdue

update_overdue_supplier_invoices() (the daily pg_cron job) flipped every
past-due 'registered'/'approved' row to 'overdue' without looking at the
outstanding balance. Credit notes — created 'registered', remaining 0,
due today — got flipped the next day, surfacing as "Förfallen" with
"kvar att betala 0 kr"; so did any fully-paid invoice left in
'registered'/'approved'.

Guard the cron on remaining_amount > 0.005 (the "fully paid" threshold
used by the payment/match paths) and is_credit_note = false, and backfill
the rows already mis-flagged (credit notes -> 'registered', paid ->
'paid' with paid_at stamped only when missing). pg-real coverage for the
guarded function and the one-off backfill.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(invoice-inbox): refresh dokumentinkorg on realtime row changes

The InvoiceInboxWorkspace only refetched on mount and on explicit
in-component actions. When an inbox item was resolved out of band — the
in-app agent sheet committing a staged create_supplier_invoice_from_inbox
/ book-direct op, the /pending page approving one, or another tab booking
it — none of those paths called fetchItems(), so the booked underlag
stayed in "Att göra" until a manual reload (issue #600).

Add invoice_inbox_items to the supabase_realtime publication (mirrors the
/pending fix in 20260520120100) and subscribe in the workspace, refetching
the whole list on any change so derived status/counts/ordering stay
authoritative. RLS scopes the channel to the user's company. fetchItems
now preserves optimistic upload placeholders so a refetch firing
mid-upload can't drop an in-flight row.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(privacy): disclose EU AI inference via Amazon Bedrock (eu-north-1)

Update the privacy policy and DPA to state that AI inference, when AI
features are enabled, runs inside the EU via Amazon Bedrock (eu-north-1,
Stockholm) using Anthropic's Claude models — no transfer to a third
country, prompts not retained after the call or used for model training.
Add AWS as a subprocessor row and refresh the "last updated" dates.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(migrations): rename invoice_inbox_realtime to avoid version collision

main's #617 shipped 20260605120000_transactions_original_description.sql —
the same version this branch used for the inbox-realtime publication. The
Supabase migration tracker keys on the numeric version, not the filename, so
the preview branch failed with a duplicate-key error on
supabase_migrations.schema_migrations (version 20260605120000 already
exists). Rename to the unique version 20260605120500; the body
(ALTER PUBLICATION) is order-independent.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(reconciliation): align run guard with status; harden filter interpolation

Addresses PR review (greptile + compliance swarm):

- The v1 and core bank/run routes rejected an unknown account uniformly,
  including the default '1930', while the status routes were lenient for
  '1930'. A company reconciling its primary SEK account without a
  cash_accounts row got 200 from status but 400 from run. Make run match
  status: '1930' falls back to currency-only scoping (cashAccountId
  undefined); non-default unknown accounts are still rejected. Adds a test.
- /api/transactions accepts a user-supplied `currency` query param that was
  interpolated raw into a PostgREST .or() filter. Reject anything that isn't
  a 3-letter ISO code — RLS already scopes to the company, but an
  unsanitized value could otherwise malform/widen the filter. Assert
  currency/cashAccountId shape in scopeTransactionsToAccount as well.
- categorize: log (instead of silently swallowing) a cash_accounts
  settlement-account lookup error, so a fall-back-to-1930 mis-booking is
  observable in the audit log.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(migrations): correct backfill UPDATE..FROM join; idempotent realtime publication

Two SQL errors that only surface on real Postgres (CI pg-real + Supabase
preview) — the unit suite mocks Supabase, so neither was caught locally.

- Backfill pass (a): `UPDATE transactions t ... FROM journal_entry_lines jel
  JOIN cash_accounts ca ON ca.company_id = t.company_id` referenced the UPDATE
  target `t` inside the FROM join's ON clause, which Postgres rejects ("invalid
  reference to FROM-clause entry for table t"). Move the company match to WHERE;
  the JOIN now relates jel<->ca only. Semantics unchanged.
- invoice_inbox_realtime: `ALTER PUBLICATION ... ADD TABLE` is not idempotent
  (SQLSTATE 42710 if the table is already a member). The earlier
  version-collision push partially applied it on the Supabase preview branch, so
  the re-apply errored. Guard with a pg_publication_tables existence check.

Both statements validated against a real Postgres: the single-line tx binds, the
two-bank-line transfer stays NULL, and the publication add runs twice cleanly.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(migrations): backfill pass (c) uses array_agg, not min(uuid)

Postgres has no min() aggregate for uuid, so pass (c)'s min(id) raised
"function min(uuid) does not exist" on apply (CI pg-real + Supabase). The
HAVING count(*) = 1 already guarantees one row per group, so (array_agg(id))[1]
returns that single id.

Validated the full backfill (all four passes) and the overdue migration against
a real Postgres: every pass binds / falls through as intended, and the overdue
guard + backfill produce the right statuses.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(compliance): add RoPA entry for Amazon Bedrock AI inference (GDPR Art.30)

The privacy policy now discloses AI inference (transaction categorization +
document/receipt OCR) via Amazon Bedrock as a processing activity, but
.compliance/ropa.yaml had no matching Art.30 record. Add it: opt-in consent
basis, EU-region (eu-north-1) inference with no third-country transfer, prompts
not retained or used for model training. Mirrors the privacy-page disclosure
shipped in this PR.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-06-01 18:26:13 +02:00
Mattsson a9aff5a120 Bug/template and sandbox (#589) 
* Enhance booking template functionality and add sandbox extraction checks

* Implement Recapt integration for feedback submission and user identification

* Add Recapt identification component and bank sync status chip; update crontab entries

* Update .gitignore to ignore the entire scripts directory

* Refactor Recapt integration: add loader component, update privacy policy, and enhance bank sync status messages

* Fix .gitignore to correctly ignore the scripts directory
 2026-05-28 15:43:48 +02:00
MattssonandClaude Opus 4.7 a9b43ebeb7 Bug/vat selection warning (#583) 
* refactor: update VAT handling logic for non-registered sellers and improve related comments

* chore: gate automated email flows behind 503 responses

Disables user-facing access to invoice payment reminders and salary
payslip email sending. Underlying lib code (reminder-processor,
PDF templates, notification_settings) is preserved for easy re-enable.

- Invoice reminders cron route returns 503; settings UI section removed.
- Payslip send route returns 503; original implementation kept as
  _sendPayslipsImpl for future re-enable.
- Push notifications were already extension-disabled, no change needed.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* chore: remove Recapt feedback widget

Strips the third-party Recapt SDK and its floating feedback bubble from
the app. The in-app contact form keeps working via the existing email
channel (/api/support/contact). Drops the Recapt entries from the CSP
and the subprocessor list in the privacy policy.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat: reject meaningless rättelser in correctEntry

Guard against zero-economic-effect corrections in the storno engine:
- Reject when proposed lines net to zero on every account (e.g. 1930
  debit 100 / 1930 credit 100), which would erase the original posting
  without representing any affärshändelse (BFL 5 kap. 5 §).
- Reject when proposed lines are an exact multiset match of the original
  entry — a rättelse must actually change something.

New MeaninglessCorrectionError wired through bookkeepingErrorResponse
(HTTP 400) and the Swedish error translator.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat: add date-range picker to resultat- and balansrapport

Adds optional from/to date filtering to the four operational financial
reports (resultatrapport, balansrapport, income-statement, balance-sheet)
so users can view a month, quarter, or custom range inside a fiscal year
without leaving the report. Defaults to YTD; "Hela året" preserves the
prior full-period behaviour (URL-identical, cache-stable).

- trial-balance engine accepts optional fromDate/toDate, rolling prior
  in-period activity into IB and clamping period activity to the window
- 12 API routes accept and validate from_date/to_date query params
- ReportDateRange chip picker persists preset per company, only renders
  on the four relevant tabs
- FiscalYearSelector now emits the period object so the range picker
  has bounds without an extra fetch
- PDF/XLSX filenames reflect the chosen range
- Resultatrapport drops the prior-year column when narrowed (full-year
  vs partial-year would mislead)
- 11 new tests (engine + parser); all existing report tests pass

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat: add support for marking journal entries as "no document required"

- Introduced a new sidecar table `journal_entry_no_doc_required` to track entries that do not require separate documentation (e.g., bank fees, interest).
- Implemented API routes for creating and deleting exemptions, including validation and authorization checks.
- Added a toggle component in the UI to allow users to mark entries as exempt, with an optional reason.
- Updated relevant tests to cover the new functionality, including RLS checks and cascading deletes.
- Enhanced existing schemas and types to accommodate the new `vat_amount` field for supplier invoice items.

* fix: address PR review findings on no-doc-required + VAT changes

- pg-real cascade test wraps DELETE in gnubok.allow_delete='true' txn so the
  immutability trigger bypass fires (mirrors delete_last_voucher RPC).
- Clamp supplier-invoice item vat_amount to <= line_total * vat_rate via Zod
  refinement (with 1-öre rounding tolerance) so the manual override can't
  inflate the 2641 debit beyond the statutory ceiling.
- groupVatByRate falls back to line_total * rate when stored vat_amount is 0
  with a positive rate, so legacy/import paths leaving the column at its
  NOT NULL DEFAULT 0 don't silently understate ruta 48.
- ReportDateRange todayIso() and preset endpoints use local date components
  instead of toISOString() (UTC) — fixes the midnight-to-02:00 off-by-one
  that truncated a day from YTD / this-month / this-quarter for Swedish
  users.
- NoDocRequiredToggle restores the previous reason on failed POST/DELETE so
  the rolled-back toggle state stays consistent with the rendered reason.
- Document the company-scoped (not user-scoped) DELETE authorization policy
  on the no-document-required route.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-28 01:56:09 +02:00
MattssonandClaude Opus 4.7 32d9978f1b Fix/chrome pdf preview csp (#572) 
* feat: add option to exclude year-end closing entries in SIE export and related reports

* delete docs

* fix: allow Chrome's PDF viewer in verifikat document preview

The /api/documents/:id/inline route shipped with
`object-src 'none'` in its CSP, which blocked Chrome's built-in PDF
viewer (it renders inline PDFs via an internal <embed>). Users on
Chrome saw "Det här innehållet har blockerats" when expanding a PDF
attachment in the bookkeeping view; Firefox (PDF.js) and Edge (own
viewer) were unaffected, and JPGs worked because <img> isn't subject
to object-src.

Drops the CSP for this route to the minimum needed for embeddability:
`frame-ancestors 'self'`. X-Content-Type-Options: nosniff plus the
fixed Content-Type from the handler already block MIME confusion;
X-Frame-Options: SAMEORIGIN + frame-ancestors still block clickjacking.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(auth): add webmail deep link to email confirmation screens

Mirrors Stripe's signup UX: after asking the user to verify their email,
detect their webmail provider from the domain and show a button that
opens the inbox in a new tab. Gmail gets a from:<sender> search
pre-populated; Outlook/Yahoo/iCloud/Proton open the inbox directly.
Unknown / custom domains fall back to the existing copy.

Sender address is configurable via NEXT_PUBLIC_BRANDING_AUTH_EMAIL_FROM
(default noreply@gnubok.se) so white-label installs can match their
Supabase Auth SMTP config.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(auth): unblock first-time password set for BankID users with MFA

Supabase rejects updateUser({password}) and mfa.unenroll with "AAL2 session
is required" whenever a TOTP factor is enrolled. BankID magic-link logins
produce AAL1, and middleware skips MFA enforcement for bankid_linked users,
so they had no path to AAL2 — leaving them unable to set a backup password
or disable MFA without going through the email-recovery escape hatch.

- /api/account/password: branch on app_metadata.has_password. First-time set
  writes via service.auth.admin.updateUserById (no existing credential to
  protect, AAL2 guard does not apply). Change-password keeps the user-session
  updateUser so AAL2 still fires for credential rotation.
- /mfa/verify: accept a safeReturnTo query param and route there after
  successful verify, so step-up flows can land back where they came from.
- SecuritySettings: detect the AAL2 error from both change-password and
  mfa.unenroll and redirect through /mfa/verify?returnTo=/settings/account
  instead of toasting a dead-end error.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* Add tests and rounding utility for öre precision in bokslut calculations

- Implemented `roundOre` function for rounding SEK amounts to two decimal places, ensuring consistent monetary calculations.
- Introduced `ORE_TOLERANCE` constant for comparing rounded amounts, facilitating invariant checks in financial entries.
- Created comprehensive tests for `roundOre`, covering typical cases, edge cases, and idempotency.
- Added year-end invariants tests to verify database-level guarantees for closing entries, ensuring they balance to the öre and reject discrepancies.
- Developed end-to-end tests for the dispositions chain, validating the correctness of calculations across various scenarios.

* fix: update PDF rendering to remove Swish QR code generation and set default to disable Swish visibility

* fix: enhance security by rejecting data URIs in safeReturnTo function tests

* fix: improve rounding logic in roundOre function and add customer_type migration

* fix: add customer_type column to customers and enforce CHECK constraint

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-26 22:29:41 +02:00
MattssonandClaude Opus 4.7 064fb7f7a9 Add/white label (#381) 
* feat(branding): add BrandingService with default-preserving env layer

Introduce lib/branding/service.ts mirroring lib/email/service.ts. Defaults
match current gnubok values exactly, so production behaviour is unchanged
unless an env var (NEXT_PUBLIC_BRANDING_*, BRANDING_*) or extension override
(via registerBrandingService) is set.

Resolution order: defaults < env vars < extension override.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(branding): route root layout, manifest, and PWA assets through branding service

- app/layout.tsx now reads title, description, themeColor, and apple-touch-icon
  from getBranding() instead of hardcoded values.
- public/manifest.json replaced by dynamic app/manifest.ts so PWA name,
  short_name, description, theme_color, background_color, and icon paths
  are resolved at request time.

The manifest now serves at /manifest.webmanifest (Next.js convention for
the metadata file route). The previous /manifest.json URL is no longer
populated; nothing in core references it after this commit.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(branding): route email service and templates through branding service

- resend-service.ts: From line uses getBranding().appName instead of
  hardcoded "Gnubok" in both the with-fromName and bare cases.
- invite-templates.ts: subject, HTML header, body, plain text, and the
  team-invite variants all read from branding (sentence case in prose,
  uppercased for the styled <p> header).
- consent-notification-templates.ts: signature fallback (companyName ||
  branding) for both HTML and plain text variants.

Defaults preserve the exact current strings ("Gnubok", "GNUBOK", "gnubok"
in their respective contexts) so no email content changes for production.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(branding): route OAuth consent page through branding service

The MCP OAuth consent page rendered for Claude Desktop / Claude.ai
connector flows now reads the app name from getBranding() for both the
HTML <title> and the body copy. Default still produces "gnubok" in
lowercase prose, matching current behaviour.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(branding): route auth, dashboard, and onboarding text through branding service

Replace user-visible "gnubok" / "Gnubok" references with calls to
getBranding(). Touches:

- Auth pages (login, register, mfa/enroll): logo src/alt, MFA TOTP
  friendlyName.
- Onboarding (companies/new, invite, sandbox, WelcomeOnboarding,
  Step2CompanyDetails, NewUserChecklist, BankIdCompanyPicker,
  ArcimMigrationWorkspace): logo, headings, error/help text.
- Dashboard fallback (companyName="gnubok") and settings (backup copy,
  ApiKeysPanel MCP connector name + login note, CompanyDangerZone,
  retention-notice).
- API routes (support contact subject prefix, enable-banking consent
  email companyName fallback, AI inbox receipt-request appUrl,
  pain001 messageId prefix).
- MCP server "open the gnubok web app" review message.
- Salary/reports filings (AGI Programnamn, KU10 Programnamn,
  payslip footer, full-archive system metadata, SRU #PROGRAM line).

Internal identifiers (cookie names gnubok-company-id /
gnubok-invite-token, API key prefix gnubok_sk_, invite token prefix
gnubok_inv_, MCP tool names, npm package gnubok-mcp, GNUBOK_API_KEY
env name) are deliberately left unchanged — they're stable contracts
that whitelabels must not break.

Defaults match current behaviour exactly.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(branding): support legal page field-level swaps for entity and contact

Privacy and DPA pages now interpolate appName, legalEntity, and
privacyEmail from the branding service instead of hardcoding "Gnubok",
"Arcim", and "privacy@gnubok.se". Page metadata uses generateMetadata()
so titles also reflect the brand.

lib/support.ts now falls back to getBranding().supportEmail when
SUPPORT_RECIPIENT_EMAIL is unset, so a single BRANDING_SUPPORT_EMAIL
env var configures both the support form recipient and the displayed
support address.

Whitelabels with a different legal jurisdiction or entirely different
DPA text should override the page route from an extension. Phase 1
intentionally only supports field-level swaps.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* docs(branding): add WHITELABEL.md and example branding extension

WHITELABEL.md: fork checklist, env var reference, the "do not change"
list (cookies, API key prefixes, invite token prefixes, MCP tool names,
gnubok-mcp npm package, GNUBOK_API_KEY env name), out-of-scope items,
the upstream sync workflow YAML to copy into a fork, conflict avoidance
guidance, and a verification checklist.

extensions/general/_example-branding/: copy-paste starter extension with
index.ts (commented placeholder values for registerBrandingService),
manifest.json, and README.md. Disabled by default (not added to
extensions.config.json); whitelabels cp the folder, edit, and enable.

sectors.test.ts: bumped expected extension count 12 -> 13 to account
for the new starter extension on disk. The generated registry is
unchanged because the example is disabled.

The sync workflow YAML is documented inline in WHITELABEL.md rather
than checked in as a workflow file. It's only meaningful in a fork --
gnubok itself has nothing to sync from.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(branding): address PR review — lazy support email + escape brand in HTML/XML

Three issues from code review:

P1 — lib/support.ts: SUPPORT_RECIPIENT_EMAIL was a module-level const,
evaluated at import time before extensions register branding overrides
via ensureInitialized(). Convert to getSupportRecipientEmail() lazy
accessor; update the only caller in app/api/support/contact/route.ts.
Extension-supplied supportEmail values now route correctly.

P2 — app/api/mcp-oauth/authorize/route.ts: appName was interpolated
into the consent page HTML without escapeHtml(), inconsistent with
the existing escaping of companyName. Wrap appName.toLowerCase() in
escapeHtml() at use sites in <title> and the body paragraph.

P2 — lib/salary/agi/xml-generator.ts and lib/salary/ku/ku10-generator.ts:
appName placed inside <gem:Programnamn> / <Programnamn> XML elements
without escapeXml(), the helper already used for other admin-controlled
fields in the same files. Wrap accordingly to prevent malformed XML if
a brand name contains XML reserved characters.

All admin-controlled inputs only — no user-exploitable path. Defense in
depth, not a known incident.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(branding): security follow-up — lazy metadata, SRU/email header sanitization

Self-audit after the PR review surfaced four more concerns. Fixes them
with the same defense-in-depth posture as the prior review fixes.

1. app/layout.tsx — same eager-evaluation class as P1 support.ts. The
   module-level `const branding = getBranding()` froze branding before
   extensions registered, so extension-based overrides for title,
   description, themeColor, and apple-touch-icon silently never applied.
   - Convert to generateMetadata() / generateViewport() (lazy, run per
     request, see extension-registered overrides).
   - Inline getBranding() inside RootLayout for the apple-touch-icon
     href so it picks up overrides too.
   - Add ensureInitialized() at module level so extensions are loaded
     before the first metadata call. Mirrors the API route pattern.

2. app/manifest.ts — same class. The dynamic manifest function reads
   getBranding() per request, but if the manifest is requested before
   any other module has triggered ensureInitialized(), extensions are
   still unloaded. Add ensureInitialized() at module level.

3. lib/reports/ink2/sru-generator.ts — appName interpolated into the
   SRU `#PROGRAM` directive without sanitization. SRU's reserved char
   is `#` (directive marker) and CRLF injects new directives. Wrap in
   the existing sanitizeString() helper to match the pattern used for
   other admin-controlled fields in this file (#NAMN, #ADRESS, etc.).

4. extensions/general/email/lib/resend-service.ts — appName and the
   user-controlled fromName both flow into the From header. Resend's
   API does its own validation, but defense in depth: strip CRLF and
   angle brackets via a small sanitizeHeaderPart() helper before
   building the header string. fromName was a pre-existing surface;
   appName is new with this whitelabel work.

All four are admin-controlled inputs (env vars or extension code),
not user-exploitable. No known incidents — defense in depth, and
correctness for extension-based whitelabels.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-04-29 16:32:26 +02:00
Jakob WennbergandClaude Opus 4.6 d0b3f21bde feat: remove AI extensions, restructure settings, and add atomic voucher commits (#157) 
Remove AI-dependent extensions (ai-chat, ai-categorization, receipt-ocr,
invoice-inbox) and their infrastructure (lib/ai/*, ai-consent, LangChain/
Anthropic/OpenAI deps) to simplify core and reduce bundle size.

Restructure monolithic settings page into dedicated sub-pages (company,
bookkeeping, invoicing, tax, banking, api, account, team, templates) with
shared layout and sidebar navigation.

Add atomic commit_journal_entry RPC so voucher number increment and status
update happen in a single transaction — prevents burned numbers on constraint
failures. Add continuity check report and voucher gap explanation tracking.

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-04-01 17:08:00 +02:00
Jakob WennbergandClaude Opus 4.6 e8fb84b4fd feat: import system improvements, INK2 fix, and Swedish text corrections (#10) 
- SIE parser: Windows-1252 and CP437 encoding detection and decoding
- Bank file parser: add Nordea Business (Företag) CSV format
- Bank file parser: improve format detection for SEB, Länsförsäkringar, generic CSV
- INK2 engine: calculate årets resultat (7222) from income statement for open fiscal years
- Dashboard: parallel Supabase queries, simplified dashboard page
- Fix Swedish characters (å, ä, ö) in BAS data descriptions, validation messages, AI consent disclosures
- Import wizard UI improvements across all steps
- Migration: add 'bas_range' match type to sie_account_mappings constraint
- Extensive new tests for SIE parser encoding and bank file parser

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-11 18:05:37 +01:00
Jakob WennbergandClaude Opus 4.6 f3ec634a46 feat: open-source under AGPL-3.0, redesign UI to grayscale palette, add uncategorize API, fix VAT account names 
Add LICENSE (AGPL-3.0-or-later), CONTRIBUTING.md, SECURITY.md, DCO, and NOTICE files.
Rewrite README for open-source audience with self-hosting instructions.
Redesign color palette to grayscale chrome theme across all components.
Add transaction uncategorize API route with tests.
Fix VAT account name mismatches in migration 052.
Improve import page with SIE file support and loading skeleton.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-05 18:18:11 +01:00
Jakob WennbergandClaude Opus 4.6 29240738fa feat: add INK2 declaration, full archive export, AI consent gate, fix VAT declaration rutor 
- Fix VAT declaration ruta mappings to match SKV 4700 form correctly
  (ruta 05 = total taxable sales, ruta 10/11/12 = output VAT per rate)
- Add INK2 declaration report for aktiebolag with SRU export
- Add full archive ZIP export for 7-year retention compliance
- Add AI consent gate requiring user approval before AI extension API calls
- Add DPA and privacy policy public pages
- Add audit trail API routes
- Update VAT registration threshold from 80k to 120k kr in onboarding
- Update CLAUDE.md documentation

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-05 14:20:47 +01:00
Jakob Wennberg a25d10a528 Initial copy from influencer-biz 2026-02-13 14:00:46 +01:00