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Jakob WennbergandClaude Fable 5 2bec5acedb feat(ui): rest-of-nav 1 — Viktiga datum, Skattekonto, Periodiseringar, Import to the concept language (#1140) 
* feat(ui): concept scenes 17/24/32/33 for Viktiga datum, Skattekonto, Periodiseringar and Import (rest-of-nav 1)

Viktiga datum: thread rows with type-icon circles behind a type seg
(Alla/Skatt/Fakturering/Egna), Narmast countdown pane, Ny deadline lifted
to the page header, both banners replaced by one AttnLine, mark-done via
ConfirmDialog. DeadlineCard/DeadlineFilters die; DeadlineRow is the row.

Skattekonto: card-less saldo hero with OCR + quiet copy, shortfall AttnLine
computed from the next drain date with a betalningsuppgifter dialog
(bankgiro 5050-1055 + OCR), one dry-table with Kommande/Forfallna/
Genomforda band rows, chips only on unbooked genomforda rows, quiet
hover actions. Tabs and per-row badge noise are gone; the concept's
Saldo column is dropped because SKV stores no per-row running balance.

Periodiseringar: banner becomes an AttnLine with inline Bokfor forfallna
(now confirm-first), house seg with Aktiva count, dry-table with muted
normal states and animated RowFoldout for installments, Los upp nu as a
quiet hover link through the shared ConfirmDialog.

Import: tabs collapse into one two-column row list (Importera | Exportera)
in the concept row language; SIE export moves into a small dialog and
Molnsynkronisering folds the CloudBackupCard open in place. The
/import?view=export#sie-export and /import#cloud-backup deep links keep
working. Sandbox notice is an AttnLine.

All four pages get stagger-enter, a help popover behind ? and sv+en keys
for every new string. 9189 tests green, lint clean, guards pass.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* chore(ui): align dashboard loading skeletons with the migrated page silhouettes

Folds in the parallel WIP from this checkout at the founder's request:
every loading.tsx under (dashboard) now mirrors its migrated page
row-for-row (24px title block, pill actions, borderless table heads,
single-line rows), and the shared (dashboard)/loading.tsx takes Hem's
greeting + Att gora silhouette. Also lands the pending DECISIONS.md
lines (onboarding swap plan note + rest-of-nav 1 deviations).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* polish(ui): authority logos, stat-tile skattekonto hero, quieter type on rest-of-nav 1

Viktiga datum: statutory deadlines wear the receiving authority's mark
(Skatteverket for tax dates, Bolagsverket for arsredovisning/arsstamma)
as a small badge on white; other deadlines keep the neutral type icons.
Row dates go muted, titles drop font-medium, the Narmast countdown
steps down to the house text-4xl display scale.

Skattekonto: the 32px serif hero becomes two compact metric tiles in
the KPIHeroCards idiom (saldo with the Skatteverket mark + OCR meta,
nasta dragning with date and event count), matching how numbers read
on the migrated pages.

Periodiseringar: chevron column dropped; rows expand on click exactly
like the verifikat list.

Import: provider logo chips return on Hamta fran annat system (live-
version parity) and Koppla bank carries the Enable Banking mark.

Adds skatteverket(_color), bolagsverket, enable-banking plus claude/
anthropic marks (for future use) under public/logos/.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* polish(ui): keep Importera and Exportera as separate tabs on the import page

Founder feedback: the merged two-column landing goes back to the
familiar split. The house seg switches between the Importera rows and
the Exportera rows (SIE 4 dialog + Molnsynkronisering fold), ?view=export
selects the export tab again and the hash deep links flip to it before
opening their surface. Row language and logo chips stay.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(ui): readable Enable Banking mark and full-width skattekonto

The enable-banking.webp is the full stacked logo in white-on-transparent:
invisible on the light chip and mush at 16px. The chip now uses a cropped
368px icon square (enable-banking-icon.png) with the marketing site's
grayscale+brightness treatment in light mode and a white lift in dark.

Skattekonto loses its max-w-3xl cap so the table stretches the content
column exactly like Bokforing and Transaktioner; the saldo tiles take
KPI-card width (lg:grid-cols-4). Import's tab columns stretch too.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(ui): address review-bot findings on rest-of-nav 1

CodeRabbit triage, all three confirmed real: the Bokfor forfallna attn
action is hidden for read-only users instead of rendering a no-op link;
a failed deadline edit rethrows so the form stays open with the user's
input; authority marks are reserved for statutory (system-generated)
deadlines: a manual tax-category deadline keeps the neutral icon.

Compliance swarm's two high findings verified clean, no change needed:
/api/bookkeeping/accruals/:id/dissolve and /api/deadlines/:id (+ /complete)
all run through withRouteContext with company_id scoping and 404 on miss.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-24 12:36:08 +02:00
MattssonandClaude Fable 5 d840257c0c Add/stripe connect transactions (#1139) 
* fix(mcp-oauth): allow ChatGPT connector callbacks and resume OAuth after login

Add chatgpt.com/connector/oauth/* (per-instance) and the legacy
chatgpt.com/connector_platform_oauth_redirect to the built-in OAuth
redirect allowlist so ChatGPT MCP connectors can register and authorize.

Fix the login page dropping the ?next= destination: an OAuth-initiated
visit that required login previously ended on the dashboard and the
connection flow silently died. Login now resumes to the sanitized next
path (hard navigation, since the consent page is route-handler HTML),
carries it through the MFA step-up as returnTo, and /mfa/verify
hard-navigates for /api/ destinations.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(transactions): dedup incoming feed rows against booked hand-entered twins

Users who bookkeep via MCP/chat first and connect their bank afterwards got
the same movement twice: the synced row's external_id lives in a different
namespace, the free-form manual title never text-bridges the bank's raw
string, and the cross-channel mirror deliberately excluded manual/mcp rows.

Extend the mirror with a booked-hand-entered track: an incoming feed row is
skipped when a BOOKED manual/mcp row shares its (date, ore) bucket count-
symmetrically. Gates beyond the feed-vs-feed mirror: stored row must be
booked (staged rows never consume an import), currencies must not contradict
(bucket key is date+ore only), the cash-account guard applies to the count
exactly as to consumption, and symmetry uses the Layer-1-unmatched incoming
count so an already-stored row cannot inflate it. Consumption stamps the
batch cash_account_id onto an account-unbound hand row, so one hand row can
never consume feed rows on other accounts in later syncs.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(bookkeeping): inline verifikat rattelse (strike lines + text/date edit)

Second sanctioned correction track under BFL 5 kap 5/9 pp, Fortnox-style:
strike lines inside a posted verifikat with replacements in the same
voucher, and correct description/entry_date without an andringsverifikat.
Envelope: posted entries, open unlocked periods, company lock date,
same-period date moves, structural/FX/doc-linked lines excluded, and a
reconciliation guard preserving per-account net on bank/reskontra sides of
externally linked entries. Every rattelse writes an immutable who/when row
(journal_entry_rattelse_log, WORM, archived as rakenskapsinformation) and
struck originals render struck-through in the verifikat; list rows and the
detail header carry a Rattad marker. CLAUDE.md hard rule 1 and the
swedish-accounting-compliance skill are amended to state the two-track
rule. Staging carries the DDL; prod gets it on merge.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat: live saldo in booking form, prior-year window comparison, hideable assistant FAB

- Manual journal entry: saldo column now shows before -> after computed
  from the typed debit/credit amounts (direction feedback while booking)
- Resultatrapport: a narrowed date range now compares against the same
  window shifted one year back (#862), merged across fiscal periods for
  brutet rakenskapsar; P&L rows report window activity instead of
  rolled-forward YTD closing
- Assistant FAB: per-user hide toggle (user_preferences.hide_assistant_fab,
  settings > assistant), sidebar entry unaffected; collapsed sessions keep
  their reopen handle

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(stripe): sync balance transactions as a bank feed on 1686

Import the connected Stripe balance into the transactions inbox, opt-in
per connection (transaction_sync_enabled on stripe_connections):

- Balance transactions map to feed rows with the two-row gross+fee split
  and frozen external_id formats (stripe_{acct}_{txn} / _fee), dated on
  created, bound to a provisioned "Stripe-saldo" cash account on 1686 so
  booking settles against the clearing account by construction.
- Double-booking protection: settled payment-link charges import
  pre-linked to their settlement entry; payout rows import pre-linked to
  the payout entry; processPayoutPaidEvent claims the payout's fee rows
  at booking time (linkPayoutFeedRows, idempotent from both directions).
- Cursor last_balance_txn_synced_at with 24h overlap; first run
  backfills 90 days floored at the day after the company lock date.
- Nightly cron /api/extensions/stripe/transactions/cron (03:30),
  transaction-sync toggle route, "Synka nu" covers both feeds, settings
  panel toggle with last-synced/backfill note, sv+en strings.
- Migration 20260723200000 (applied to staging).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(transactions): offer match-to-voucher on unbooked history rows

Unbooked transactions with is_business already set (e.g. left behind when
a voucher was removed without a full uncategorize) land in the history
list instead of the inbox, where the match-against-existing-voucher
action did not exist, leaving them with no path back to voucher
matching. Add the same menu item to the history list for unbooked rows.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(transactions): enhance ownership checks and error handling in journal entry routes

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-24 01:16:20 +02:00
Jakob WennbergandClaude Fable 5 be9d630347 feat(home): concept Hem with Att göra + Fortsätt (UI migration PR 11) (#1132) 
* feat(home): concept scene 14: greeting + Att gora/Fortsatt panes

Hem becomes the founder-approved two-panel layout: serif time-of-day
greeting with date and company, the Att gora worklist restyled to the
concept pane (eyebrow header, h-rows with count chips, hover chevrons)
and a new Fortsatt pane listing in-progress work derived purely from
draft state (lib/worklist/resume: journal drafts, invoice drafts/unsent,
mid-lifecycle salary runs; deadline boost, cap 3, tested). A completed
flow can never render as a resume row by construction: only draft-state
rows are fetched. KPI tiles, revenue/expense cards and the deadline/tax
widgets leave the page per dev_docs/last_session_resume.md section 8,
which also prunes their fetches (journal-line YTD aggregation, unpaid
totals, deadlines): the page got faster. Banners, checklist,
build-assistant hero and the Skatteverket nudge survive.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(home): serif pane titles for Att gora and Fortsatt

Founder feedback: the uppercase eyebrow headers read as a stray font.
Both pane titles are now the Hedvig display serif (text-lg) over the
hairline, matching the page's heading language; the band headers inside
Att gora keep their small uppercase form as grouping devices.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(home): Geist pane titles for Att gora and Fortsatt

Founder call: the pane titles use the body sans (14px medium), not the
display serif.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(ui): Geist section headers + drop stale-transactions chip

Founder feedback: pane/section headers (Att gora, Fortsatt, the reports
groups Lopande/Bokslut/Skatt & moms etc) render in Geist sentence case
instead of uppercase eyebrows or serif. The global h1-h3 display-font
rule moves into @layer base so utility classes like font-sans can
actually override it (unlayered element rules beat Tailwind's layered
utilities: this was silently eating the override). Also removes the
'N aldre an 14 dagar' chip from the Bokfora transaktioner row and its
stale-count plumbing.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(ui): continuous nav crossfade + floating slide-over entrance

The rail/full nav states now stay mounted and crossfade past each other
(the inactive layer absolute, faded, nudged sideways, inert) while the
aside width animates: the switch reads as one continuous motion instead
of a DOM swap. The detail slide-over floats in from the right edge
(slide-in-from-right-full, 300ms decelerating curve) per the concept,
with a quicker ease-in exit.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(ui): make transitions and enter/exit animations actually run

Two silent app-wide animation killers found while chasing 'the nav still
is not smooth':

1. The codebase uses the shadcn animate-in/out vocabulary everywhere but
   no animate plugin was ever installed: Tailwind v4 silently dropped
   every such class, so popovers, dialogs, menus and the slide-over all
   appeared instantly. globals.css now defines the exact subset in use
   (accEnter/accExit keyframes + var-driven utilities), plugin-free,
   composing with duration/ease via --tw-duration/--tw-ease and
   collapsing under prefers-reduced-motion. Dialog drops its
   bracket-variant slide classes (zoom+fade carries the entrance).

2. The scrollbar auto-hide block's universal '* { transition:
   scrollbar-color ... }' was unlayered, and unlayered rules beat
   Tailwind's layered transition-* utilities regardless of specificity:
   every width/margin/color transition in the app was dead. The rule now
   lives in @layer base. Verified: the aside animates 248->64 over 300ms
   and the slide-over runs accEnter at 0.3s with the decelerating curve.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(ui): finish the rr-mask session-replay masking sweep

Main's #1105 switched one amount cell from the no-op sensitive-field
class to rr-mask (rrweb's built-in text-masking class). The reskinned
tables introduced more sensitive-field cells; all 12 occurrences now use
rr-mask so financial amounts are masked in session replays.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-23 22:36:18 +02:00
Jakob WennbergandClaude Fable 5 4352862845 feat(register): concept scenes 25-31 for the seven register pages (#1131) 
Kunder, Leverantorer, Artiklar, Anstallda, Anlaggningstillgangar,
Kontoplan and Kostnadsstallen & projekt all move to the house language:
serif header with quiet secondary actions + primary pill, dry-table lists
(TH/TD from components/ui/dry-table, stagger-enter, clickable rows,
responsive column hiding), muted text for normal states with chips only
for exceptions (Verifierad, Inaktiv, Arkiverad, Avyttrad), and a muted
pgnote count footer. Kontoplan gets the scene 30 treatment: BAS 2026 chip,
Mina konton/BAS-katalogen seg with counts, class band rows as folds, and
the activation toggles preserved. Dimensions swaps its tabs for the house
seg with per-dimension counts and Tagga historik as a quiet header link.
Separate mobile card lists and Card wrappers are gone; all dialogs, sort
params, export menus, gating and load-more behavior preserved.

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-23 22:24:25 +02:00
Jakob WennbergandClaude Fable 5 2175eccddd feat(salary): concept Löner landing + nav collapse animation (UI migration PR 9) (#1130) 
* feat(salary): concept scene 22 landing + smoother nav collapse

Loner gets the concept header (quiet Anstallda link + Starta lonekorning
primary), the hero de-cards to a flat serif line + description + pill,
and the runs list becomes the scene 22 dry-table (Period, Status,
Anstallda, Bruttolon, Netto) where booked runs read as muted text and
in-flight runs carry a chip plus the payout date. Attention cards and the
hero state machine survive unchanged.

Nav polish: the collapse now animates as one movement (300ms decelerating
curve on both the aside width and the panel margin) and the rail/full
contents slide+fade in on swap; the Register/Bokslut folds match the
RowFoldout timing.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* refactor(salary): strip hero and attention cards from the landing

Founder direction: the Loner landing is header + lonekorningar only
(concept scene 22). The open run's table row is the entry point; AGI,
skatt, blockers and semester surfaces live on the run detail and the
employee register. Drops the hero state machine, the four cards, and all
their data plumbing (deadlines query, tax-payment chain, SKV status,
AGI submission hook).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(salary): drop the Lonekorningar eyebrow

Founder feedback: the uppercase eyebrow read as a stray font above the
table, and with the landing reduced to the runs table alone the label is
redundant under the Loner page title.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(salary): populate the Anstallda column via a count embed

The runs list selected bare salary_runs rows, so the landing's Anstallda
column was always empty (the employees array only ever existed on the
detail response). The list now embeds employee_count via
salary_run_employees(count) and the page reads the PostgREST count shape.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(salary): quiet beige chip for in-flight run states

Founder feedback vs the concept: the Granskning chip rendered as the
bordered ochre warning badge and read noisy next to the concept's quiet
Utkast chip. Draft/review/approved now all wear the beige secondary chip;
the payout-date note carries the urgency.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-23 22:17:20 +02:00
Jakob WennbergandClaude Fable 5 658c274d97 feat(supplier-invoices): concept supplier-invoice list (UI migration PR 8) (#1129) 
* feat(supplier-invoices): concept scene 21 for the list

Leverantorsfakturor becomes the concept dry-table: Leverantor, Fakturanr,
Fakturadatum, Forfaller, Belopp, Kvar att betala and one status chip per
row (Registrerad outline, Godkand beige, Betald + datum sage). Tabs turn
into the seg [Alla/Registrerade (n)/Godkanda/Att betala (n)/Betalda] with
search and the FyPicker far right. Godkann (attest) is a hover-revealed
quiet action on registered rows; there is deliberately no mark-as-paid
button (payments reconcile via bank matching), which the new help popover
after the H1 explains. Arrival number moves to the detail page.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(supplier-invoices): status views behind one chip-picker

Same founder direction as Kundfakturor: the five-tab seg collapses into a
single status ContextPicker chip with Registrerade/Att betala counts on
the trigger and as row annotations.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-23 22:09:16 +02:00
Jakob WennbergandClaude Fable 5 323abc57fe feat(invoices): concept customer-invoice list (UI migration PR 7) (#1128) 
* feat(invoices): concept scene 15 for the customer invoice list

Kundfakturor becomes the concept dry-table: Nr, Kund, Forfaller, Belopp
and ONE derivable status chip per row (Utkast/Ej skickad/Skickad/Forfallen
N dgr/Betald datum/Delbetald/Kredit/Makulerad). The eight tabs collapse to
the seg [Alla/Obetalda/Forfallna (n)/Utkast] with the low-frequency views
(Proforma, Foljesedlar, Kreditfakturor, Makulerade) behind a quiet
'Fler ...' menu, plus search and the FyPicker far right. Create paths
collapse into the Ny faktura split button (Ny/Aterkommande/Sjalvfaktura,
last-used mode persisted); sjalvfaktura preselects the editor's tab via
?new=1&self=1. The summary line under the header is dropped per the plan.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(invoices): status views behind one chip-picker

Founder direction: the Alla/Obetalda/Forfallna/Utkast seg and the
'Fler ...' menu collapse into a single status ContextPicker chip with the
overdue count on the trigger and as a row annotation. All eight views,
same filtering semantics.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(invoices): audit round: Betalda view, viewer states, deep links

Regression-audit fixes: the Betalda view returns as a status-picker row
(it existed on main and was dropped in the seg redesign); the create
options render disabled with the viewer tooltip for read-only members
instead of silently no-opping; and the page answers ?status=/?tab= deep
links again (the Att gora worklist links /invoices?status=unpaid).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-23 21:59:46 +02:00
Jakob WennbergandClaude Fable 5 008b4710d3 feat(granskning): concept review queue (UI migration PR 6) (#1126) 
* feat(granskning): concept scene 11 for the review queue

Reskins /pending to the concept: serif header with a Godkann alla primary,
Vantar/Godkanda/Avvisade seg with a count chip on the queue, source filter
as the far-right context picker, and op rows in the concept's row language
(source line, title, risk chip, inline Godkann pill + quiet Avvisa, hover
checkbox). Row click opens the detail as a right slide-over (convention 13)
with the operation preview, period-lock banner, and approve/reject in the
footer. The select-all header becomes the standard bulkbar that pops in on
first selection, carrying the type quick-picks as quiet links. All existing
functionality is preserved: bulk approve/reject with confirm dialogs,
rejection category + feedback, high-risk warnings, period-lock gating,
conversation deep-link filter, realtime refetch, auto-expired markers.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(bookkeeping): concept seg styling for the Verifikat/Utkast toggle

The toggle used the old bordered container with a beige active tab: the
inverse of the concept seg used on every other page (muted container,
card-white active with hairline border). Founder feedback.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(granskning): match concept scene 11 row language

Founder feedback against the rendered concept: the seg becomes
Vantar/Historik (Historik merges committed + rejected via two parallel
fetches, newest resolution first, distinguished by Godkand/Avvisad chips
with the rejection reason in the sub line); op rows get the concept's
actor circle with a thread line, uppercase source line, and the three
tinted action pills under the text (Godkann sage, Avvisa terracotta,
Visa detaljer neutral) instead of right-aligned hover actions. Risk chip
stays on the right edge; hover checkboxes and the bulkbar are unchanged.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(granskning): curved actor thread + boxed, legible detail panel

Founder feedback vs the rendered concept: the thread under the actor icon
now elbows toward the action row (rounded border corner) instead of a
straight line, and the slide-over frames the operation in its own bordered
box with the warning/rejection notes as separate boxed lines. preview_data
arrays shaped like a kontering (account/debit/credit rows, e.g.
preview_lines) now render as a proper Konto/Beskrivning/Debet/Kredit table
instead of the generic '3 rader' dump, so the panel actually says what the
agent is about to post.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(granskning): carry #842 failed_partial rendering through the rework

The failed_partial status (irreversible posting followed by a failed
step) landed on main while the review-queue rework was in flight; the
Historik rows and the detail slide-over now render its warning chip,
explanation, and posted_ids like main did.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-23 21:51:41 +02:00
Jakob WennbergandClaude Fable 5 7a6f9dd167 fix(transactions): reconcile #1105's lifted source filter with the account picker (#1134) 
The history view now takes the shared, persisted source filter as props
(main's design), with the page narrowing per-account selections to the
bank bucket for the history split. Removes the duplicate local type/state
left by the rebase.

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-23 21:50:22 +02:00
Jakob WennbergandClaude Fable 5 1ccf7ab81f feat(transactions): concept shell and row language (UI migration PR 5) (#1124) 
* feat(transactions): concept shell for scene 10 (header, toolbar, footer)

- Header: title + Importera SplitButton (import guide / manual entry,
  last-used mode persisted via ui_state.create_mode.transactions),
  replacing the three-button row
- Toolbar in concept order: [Att bokföra/Alla seg with count chip]
  [search] [Välj flera as quiet toggle] ... [source ContextPicker far
  right merging the old in-list source dropdown (bank/Skatteverket)]
- Bank sync status + sync-now + Bankavstämning move to the concept's
  footer status line together with the honest visible-row counter
  ("n att hantera")
- skv-reconnect banner and all dialogs/actions untouched

Row cards -> concept dry-table conversion follows separately.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(transactions): concept row language for the inbox cards

Rows read like the scene 10 table: date as the first tabular column,
description on one line, amount right (+income in sage), auto-detected
invoice matches as beige suggestion chips instead of primary pills,
tighter hairline rows at 13px. Every action unchanged: Bokför pill,
match/assistant/overflow menu, batch checkboxes, exit animations,
extraction status.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* refactor(transactions): de-bloat rows and chrome to match the concept

- Rows carry only the essentials: date, description, amount, Bokför and
  one overflow menu. The inline match and ask-assistant icon buttons
  fold into the overflow menu (all actions still one click away)
- The "n nya banktransaktioner sen ditt senaste besök" banner is removed;
  the footer sync line covers it
- The Skatteverket reconnect banner becomes the one-ochre-sentence
  AttnLine with an inline action (convention 6)

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* refactor(ui): extract dry-table primitives into components/ui/dry-table

The concept table styles (TH/TD/VTH/VTD classes, quiet links, RowFoldout)
move out of JournalEntryList so the transaction inbox can render the exact
same table language.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(transactions): Synka bank nu in the Importera menu

Extracts the per-connection sync/reconnect logic into a shared useBankSync()
hook (BankSyncNowButton keeps using it) and adds the concept's first menu row
to the Importera split button: sync all active connections, with the
last-synced age as the row description. Hidden without a connection or the
bank_sync capability; the footer button stays the gated conversion surface.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(transactions): per-account source picker with balances

The context chip becomes the concept's account chooser: always visible in
inbox mode, one row per enabled cash account (PSD2 balance annotation),
an Övriga bucket for bank rows without a registered account, and a
Skattekonto row annotated with the cached saldo. The trigger reads
'Alla källor · <sum>' where the sum covers SEK ledgers + skattekonto.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(transactions): concept dry-table for the inbox

The inbox list becomes the exact Bokforing table: borderless dry-table with
hover-revealed checkboxes and chevrons, one-line rows (date, description,
amount, quiet primary pill + overflow + foldout), and a RowFoldout expansion
carrying the row detail and the full action set as quiet links. Skattekonto
rows render as chip-marked table rows with inline actions. The 'Valj flera'
toggle and the floating batch bar are replaced by the concept bulkbar that
pops in above the table once a row is selected.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(i18n): singular form for bulkbar selection count

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(transactions): suggestion-first Bokfor flow (concept scene 10)

Bokfor on a row with a suggestion now goes straight to the compact
kontering confirm (QuickReview) showing the proposed verifikat; the full
template picker becomes the fallback and the 'Byt mall' path. Rows carry
the concept's 'Forslag: <mall>' chip (with D/K in the tooltip and the
foldout meta). The picker dialog is de-bloated: alternate paths (manuellt,
matcha, ignorera) collapse into quiet links. Modal scroll containers
(DialogContent, SlideOverBody) keep a visible scrollbar thumb: with the
app-wide auto-hide, a long dialog read as cut off at the fold.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* refactor(transactions): drop suggestion UI and foldout action links

Founder direction: no booking suggestions in the list for now (logic comes
later), and the foldout duplicated the overflow menu: the three dots are
the clearer surface. The foldout keeps row detail only (FX conversion,
original bank name, 1930/1630 hint, extraction status) and rows without
any detail no longer expand. The Skattekonto picker row drops its saldo
annotation; the Alla kallor sum covers bank ledgers only.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(transactions): dry-table for the Alla view + pill chips app-wide

The history list joins the inbox's table language: Datum, Beskrivning,
Belopp, Status columns with Bokford as muted text + Visa verifikat quiet
link (normal state) and Ej bokford as the beige exception chip with an
inline Bokfor pill; the business/private tabs become the house seg and the
KALLA header row becomes the standard chip-picker. Skattekonto rows get
the same treatment. SEK conversion moves to a tooltip (one-line rows).

Badge itself becomes the concept chip: pill radius (99px), 11.5px, quiet
padding, replacing the boxy rounded-md look the founder flagged on the
Underlag saknas badge.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(ui): audit round: viewer-disabled split options, touch fallback

Regression-audit fixes: SplitButton options support disabled+disabledTitle
so viewer-gated create paths render inert with the viewer tooltip instead
of silently no-opping (wired on Ny transaktion); the history list gets its
Kopplad till faktura indicator back; dead transactionsWithMatches memo
removed; and coarse-pointer devices now always show hover-revealed
controls (checkboxes, chevrons, quiet row actions) since touch has no
hover.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-23 21:41:45 +02:00
Jakob WennbergandClaude Fable 5 aa72a75dfc feat(bookkeeping): concept toolbar, template booking, confirm-first posting (UI migration PR 4) (#1123) 
* feat(bookkeeping): concept toolbar, template booking, confirm-first posting (UI migration PR 4)

The Bokforing page adopts the concept (scene 9) on top of the PR 3 kit:

- Toolbar in concept order with the FyPicker chip far right replacing the
  "Visar:" scope selector (same persisted scope, one-click change)
- "Nytt verifikat" is a SplitButton with three remembered modes: Tomt
  verifikat (existing editor, voucher-number hint kept), Bokfor fran mall
  (new centered TemplateBookDialog: existing booking_template_library
  data MRU-ordered, date + editable amount recomputing the kontering
  live via applyTemplate, Balanserar row, direct booking + MRU touch),
  and Skapa med assistenten (existing agent-sheet path; suggestion lands
  in Granskning). Last-used mode persists via ui_state.create_mode
- Draft posting goes through ConfirmDialog describing the outcome
  ("Bokfors som verifikat A-218: ...") with an indicative next-voucher
  preview; the success toast still shows the real number
- "Underlag saknas" becomes the row's only warning chip (Badge warning)
  instead of the bare triangle icon; exempt rows keep the muted glyph
- New lib/hooks/use-ui-state.ts: client read of ui_state to seed the
  split button's initial mode

No backend, migration or RPC changes. VAT-split math is applyTemplate,
already unit-tested in lib/bookkeeping/__tests__/template-library.test.ts;
split-button persistence is tested in lib/ui-state.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(bookkeeping): use roundOre in TemplateBookDialog money math

The antipattern ratchet caught two hand-rolled Math.round(x*100)/100;
route them through lib/money roundOre like the rest of the codebase.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* docs: PR 4 decisions

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(bookkeeping): concept dry-table verifikat list (scene 9)

The list itself adopts the concept, verified against the artifact's
scene 9 markup: a borderless table (Verifikation / Datum / Beskrivning /
Belopp) with hover-revealed selection checkboxes, hover-revealed chevron,
and an animated grid-rows row expansion whose kontering renders as the
concept's vlines sub-table (uppercase hairline heads, Summa row).
Expansion actions become quiet underlined links (Visa detaljer, Skapa
andringsverifikation, Aterfor (storno), Kopiera); posting keeps its pill
+ ConfirmDialog. Drafts get a row-level Bokfor button like the concept.

All functionality preserved: batch "Inget underlag kravs" bar (above the
table), attachment counts + preview, no-doc-required toggle, out-of-
period + status badges, FX line amounts, sum footer, pagination. The
density toggle is dropped: the table has one density by design.

Fixes from verification: the list's i18n lives in the journal_list
namespace (new keys moved there; they rendered as raw keys otherwise),
and the sidebar brand Image gets explicit dimensions (Next dev warning).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(bookkeeping): bulkbar appears only when a verifikat is selected

Concept behavior: no standing "Markera alla (62) / Markera alla utan
underlag" bar. The batch bar is hidden until the first row is selected
via its hover checkbox, then pops in with the count, the reason input,
Undanta underlagskrav, and quiet actions for Markera alla, the
filter-scoped bulk mark, and Avmarkera. All batch functionality kept,
just no chrome until it is needed.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-23 21:37:37 +02:00
Jakob WennbergandClaude Fable 5 5b5ee8e429 feat(ui): shared migration primitives (UI migration PR 3) (#1122) 
* feat(ui): shared migration primitives (UI migration PR 3)

The component kit every page migration (PR 4-8) builds on:

- ContextPicker: the one-per-page chip-dropdown context scope (convention
  8), right-aligned popover with checks and muted annotations
- FyPicker: fiscal-year picker on ContextPicker with the same controlled
  API and per-company localStorage key as FiscalYearSelector, which it
  replaces page by page from PR 4
- SplitButton: primary + caret menu, last-used mode persisted per user
  via ui_state.create_mode (lib/ui-state/client, unit-tested); nav
  persistence refactored onto the same helper
- ConfirmDialog: centered min-460px confirm-up-front dialog (convention
  10) with pending state on an awaitable onConfirm
- HelpPopover: 17px "?" after the H1 opening an anchored popover
  (convention 7); PageHeader gets a `help` slot
- AttnLine: the one-ochre-sentence attention pattern (convention 6) with
  optional inline action; new AA-safe --attn token pair
- RowStatus: chips-mark-exceptions helper (convention 5)
- SlideOver: right review panel, 480px, 18px inset, rounded, veil + Esc
  (convention 13), with header kicker / body / footer slots
- Stagger: .stagger-enter applied to the five target pages' list
  containers (bookkeeping, transactions, pending, invoices,
  supplier-invoices); structural loading.tsx added for supplier-invoices,
  customers, kpi, pending, deadlines

No page adopts the new pickers/dialogs yet: that is PR 4-8, one page per
PR against this kit.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(ui): FyPicker chip must not double the Rakenskapsar label

Real fiscal periods are often named "Rakenskapsar 2026" already; only
prefix the label when the period name lacks it.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-23 21:29:36 +02:00
Jakob WennbergandClaude Fable 5 d59e4708cf feat(nav): concept sidebar with folds, collapse rail, and user menu (UI migration PR 2) (#1133) 
* feat(nav): concept sidebar with folds, collapse rail, and user menu (UI migration PR 2)

The concept's navigation, exactly, with all current functionality kept:

- Groups restructured per concept: top (Hem, Assistenten), ARBETA
  (Bokforing, Underlag, Transaktioner, Granskning, Kundfakturor,
  Leverantorsfakturor, Loner), ANALYS, DATA (Register fold +
  Importera/exportera), SKATT & BOKSLUT (Moms, Skattekonto, Viktiga
  datum, Bokslut fold). Entity/capability/dimension gating unchanged.
- Register and Bokslut are animated folds (grid-rows 0fr/1fr), children
  text-indented behind a hairline; closed by default, forced open by an
  active child route; state persists per user.
- Sidebar collapses to a 64px icon rail (toggle top of rail); width is
  one inline --nav-w CSS variable on #dash-shell that aside and <main>
  both read, so the panel follows in lockstep. Server-rendered from
  ui_state so first paint is right.
- Sticky bottom user block (avatar, name, active company) opening an
  upward user menu: identity, company-switcher flyout (search + building
  glyphs + roles + check, real switch mechanism via shared
  lib/company/switch-client), Installningar, Medlemmar och roller,
  Abonnemang, Hjalp, support, terracotta logout. Trial touchpoint kept.
- CompanySwitcher removed from desktop top (lives in the user menu now);
  mobile bottom nav + sheet unchanged.
- New migration 20260723120000: user_preferences.ui_state jsonb bag
  (founder-approved) + POST /api/user/ui-state (requireAuth, strict zod,
  merge semantics) with route tests.
- i18n: fold/collapse/menu keys added sv+en; deadlines -> "Viktiga
  datum", year_end -> "Arsbokslut" per concept.

Discord-community row deferred: no invite URL exists in the repo.
Badges stay the current two (Transaktioner, Granskning); an Underlag
count is a follow-up with lib/worklist.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(nav): brand-mark sidebar header + auto-hiding scrollbars

Concept alignment feedback: the sidebar gets a header row (brand mark
left, collapse toggle right) hanging from the same top line as the
panel, instead of a lone right-aligned toggle.

Scrollbars go overlay-style app-wide: transparent at rest, revealed only
while their container scrolls (ScrollbarReveal stamps .is-scrolling via
one capture-phase document listener), fading out after 700ms idle. The
gutter stays reserved so revealing never shifts layout.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(nav): company flyout opens downward + Discord community row

The flyout was bottom-anchored to its row and grew upward over the menu;
founder feedback: top-align with the row and grow downward. Adds the
Discord community row to the user menu (external invite link).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-23 21:28:07 +02:00
Jakob WennbergandClaude Fable 5 6b506a9ca8 feat(ui): frame-layout shell, pill buttons, 24px page titles (UI migration PR 1) (#1117) 
* feat(ui): frame-layout shell, pill buttons, 24px page titles (UI migration PR 1)

The visual shell from the concept, zero behavior change:

- New --frame token pair (40 18% 96% light / 0 0% 5% dark); the dashboard
  wrapper is bg-frame and <main> becomes a rounded 12px panel with its own
  inner scroll (md-gated; mobile keeps document flow + bottom nav)
- Sidebar goes borderless/transparent on the frame
- Buttons are pills app-wide (radius 99px, default 7px/16px padding, 13px
  text, icon buttons become circles), set once in components/ui/button.tsx
- PageHeader locked at exactly 24px/32px Hedvig serif
- MainContainer resets panel scroll on route change (Next's window
  scroll-to-top never fires for an inner scroll container)
- chat layout + extension workspaces switch viewport-height formulas to
  h-full so they fill the panel instead of overflowing it by 20px
- .claude/rules/design.md rewritten with the 14 locked UI-migration
  conventions from dev_docs/ui_migration_plan.md

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(ui): clamp hand-rolled page titles to the locked 24px/32px

Transaktioner (TransactionStatusBar) and 13 other pages hand-roll their
h1 instead of using PageHeader, so they kept text-3xl/4xl after the
shell change. Clamp them all to font-display text-2xl leading-8.
Onboarding heroes and headline numbers are intentionally untouched.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(ui): keep the frame strip above the panel on banner-less accounts

<main>'s 10px top margin was the first in-flow margin inside the shell
wrapper, so it collapsed through the wrapper and pushed the whole shell
down, showing white body background above the panel instead of the warm
frame strip (only visible on real accounts: the sandbox banner blocked
the collapse). Flex containers never collapse child margins, so the
shell wrappers become md:flex md:flex-col.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-23 21:19:12 +02:00
MattssonandClaude Fable 5 288915c152 Fix/fdb fr usrs (#1125) 
* fix(invoices): return attachment filename in delivery history summaries

The 20260723003000 hardening dropped attachment_filename from
list_invoice_delivery_summaries, so the delivery history UI always fell
back to the generic "faktura.pdf" label. Recreate the RPC with the
filename included: it is derived from company name, customer name,
invoice number, and date, all already visible to every company member,
so the minimization boundary is unchanged. Addresses stay masked and
message content, BCC, and checksums stay server-side.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(reconciliation): surface own-account transfer legs in match-to-voucher by default

The second (incoming) leg of a transfer between two of the company's own
bank accounts was hidden in the 'Matcha mot befintlig verifikation' dialog
because the voucher counted as 'already matched' once its outgoing leg was
linked, even though the incoming account's line had no settling transaction.
Users read the empty default list as 'the app won't let me link this'.

get_account_gl_lines_for_matching now counts links per settlement account:
a transaction provably on another cash account no longer marks the voucher
as matched for the requested account, so the unsettled transfer leg surfaces
by default (and auto-selects on an exact match). Same-account N:1 stays
behind the 'Visa aven matchade verifikationer' opt-in, and transactions
without a resolvable cash account conservatively keep counting everywhere.
get_unlinked_gl_lines is deliberately untouched (feeds auto-reconcile).

Companion guard: mark_entry_as_opening_balance now refuses entries with
linked bank transactions, since half-settled transfer vouchers became
reachable in the reconciliation view's unmatched table where 'Mark som IB'
renders; re-tagging one would strand its transaction against a movement-
excluded entry. getReconciliationStatus counts unmatched GL lines with the
account-scoped RPC so the status card agrees with the table.

Fixes #1026

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* perf(api): cut prod p95 latency via local JWT auth, single-RT company resolution, and report aggregate RPCs

Baseline 2026-07-23 (487 prod samples): p50 160ms, p95 480ms, 13% of
requests over 300ms. Target: p95 under 300ms.

- requireAuth: verify JWTs locally via getClaims (ES256/JWKS) instead of
  a second network getUser per request; getUser fallback keeps HS256
  self-hosted and existing test mocks working; middleware still
  revocation-checks every /api request
- resolve_active_company RPC (20260723161000): one round trip replaces
  2-3 queries in getActiveCompanyId and middleware; PGRST202/42501 fall
  back to the legacy query path
- arsredovisning build-data: ~33 sequential round trips down to ~7,
  output byte-identical (snapshot-proven)
- currency rate route: stop bypassing the exchange_rates cache (missing
  supabase arg caused an external Riksbanken call on every request)
- document.get: parallelize row fetch, signed URL and audit event
- list_company_accounts RPC (20260723170000): accounts list in one round
  trip instead of paging past PostgREST's 1000-row cap
- vat-declaration route: drop a dead sequential company_settings query
- get_kpi_report_aggregates RPC (20260723180000): KPI report's three
  full-period line scans collapsed into one aggregate call; dimension-
  filtered path unchanged
- lint: fix 9 baseline errors, downgrade 4 react-hooks compiler rules to
  warn, zero the eslint baseline ratchet

All four gates green: lint 0 errors, 9163 tests, check:guards, build.
Migrations applied idempotently to staging only; prod receives them via
Supabase branching on merge.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(review): resolve PR review findings across auth, VAT declaration, and IB retag

- requireAuth getClaims fast path: pin iss (project URL) and aud
  ('authenticated'), log every fallback to getUser (ASVS V9.1 finding)
- remove the ignored accountingMethod parameter from calculateVatDeclaration
  and the dead company_settings.accounting_method reads in xlsx/pdf/eskd
  routes; v1 API keeps accepting the query param but documents it as a no-op
- close the mark_entry_as_opening_balance TOCTOU race with a transactions
  trigger (20260723190000, FOR KEY SHARE on journal_entries) + pg tests;
  applied to staging and smoke-verified both directions
- re-add the 42501 tenant guard to branch-local migration 20260723160000
  (function body had silently reverted to the pre-20260619130100 definition)
- document the buildK3Noter tbFullRows full-TB contract (uppskjuten skatt
  opening balance per BFNAR 2012:1 ch.29)
- add KPI VAT-liability test covering reduced-rate output accounts 2621/2631

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(db): use NULL-safe caller_is_company_member in opening-balance retag guard

The re-added tenant guard carried the pre-20260703180000 raw
NOT IN (SELECT user_company_ids()) pattern, which the
null-safe-tenant-guards ratchet blocks. Staging re-synced.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-23 16:16:55 +02:00
MattssonandClaude Fable 5 43f7ccab9e feat(invoices): allow BAS class 1-3 posting-account overrides and complete the aktiekapital note (#1121) 
- invoice/article posting-account overrides accept active class 1-3 accounts;
  class 1-2 (balance-sheet) accounts are rejected on VAT-bearing lines so the
  ruta 05 tax base always books to a 3xxx account
- shared posting-account regex across server schemas, pending-operation
  re-validation, and client forms
- share-capital settings (aktiekapital/antal_aktier) feed the annual-report
  note; kvotvarde derived per ABL 1 kap 6 $; all-or-nothing pair constraint
- signed per-rate VAT breakdown on credit-note PDFs; U+2212 to ASCII hyphen

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-23 12:16:00 +02:00
MattssonandClaude Fable 5 b0044bfe98 fix(arsredovisning): make the aktiekapital note completable via compa… (#1118) 
* fix(arsredovisning): make the aktiekapital note completable via company settings

The annual report warned every AB that the aktiekapital note was missing
and pointed at Installningar -> Foretag, but the referenced columns
(aktiekapital, antal_aktier, kvotvarde) never existed and no settings UI
was ever built, so the warning was a dead end and no AB could produce a
complete note before Bolagsverket filing.

- migration 20260723103000: company_settings.aktiekapital (numeric) and
  antal_aktier (integer) with positive CHECKs; kvotvarde is intentionally
  not stored since ABL 1 kap 6 defines it as aktiekapital / antal aktier
- build-data.ts (K2 and K3 note paths): select only the two stored
  columns and derive kvotvarde with roundOre
- UpdateSettingsSchema: aktiekapital (positive), antal_aktier (positive
  integer), both nullable to allow clearing
- new ShareCapitalForm section on Installningar -> Foretag, rendered for
  aktiebolag only, with live derived kvotvarde display; wired through the
  existing CompanySettingsContent save path (empty string clears to null)
- sv/en strings; settings route tests (round-trip, clear, 400 on invalid);
  builder tests for derived kvotvarde and the empty-settings warning

Staging (metjnjrhvujscngnpzdv) already has the columns applied and the
note verified end-to-end against a rehearsal company.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(arsredovisning): address PR review findings on the share-capital note

- enforce aktiekapital/antal_aktier as an all-or-nothing pair (DB CHECK,
  K2/K3 note guard now requires both, partial pair warns instead)
- numeric(15,2) column, .int() Zod constraint, maxFractionDigits 0 render
- guard numberOrNull against NaN; align kvotvarde preview with schema
- strengthen clearing test, add fractional and partial-pair tests

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-23 11:41:14 +02:00
Mattsson 466e55a015 Fix/invoice delivery and payment accounts (#1116) 
* fix: reconcile annual reports with final closing entries

* test: cover annual report depreciation and VAT balances

* Merge remote-tracking branch 'origin/main' into fix/usr-fdbck-ch

* fix: show exact invoice delivery details

* fix: use currency account in invoice emails

* fix: address invoice delivery review feedback

* fix: harden invoice delivery and payment accounts

* test: assert RLS-denied zero-row updates

* fix: close remaining invoice compliance gaps

* fix: harden invoice archive authorization

* fix: close invoice delivery review findings

* fix: verify delivery finalization results

* fix: cap combined invoice email recipients

* fix: close final invoice compliance findings

* fix: prevent stale payment account saves

* test: prove invoice delivery isolation

* fix: close invoice privacy review findings

* test: normalize delivery retention dates
 2026-07-23 09:54:02 +02:00
Mattsson 321e684523 Fix/usr fdbck ch (#1105) 
* fix(privacy): mask voucher amounts in session replays

* fix: persist transaction source filter

* fix: clarify invoice filenames and booking previews

* fix: truncate long uploaded filenames

* feat: add invoice delivery history

* fix: harden invoice delivery history

* fix: include invoice deliveries in full archive
 2026-07-22 18:49:57 +02:00
Jakob WennbergandClaude Fable 5 3e1ea29d02 fix(pending-ops): record posted ids and land failed_partial instead of clean rejected after partial commits (#842) (#1110) 
Multi-step executors (match_transaction_invoice, credit_invoice) post an
irreversible voucher or persist a credit note and then run later fallible
steps. A failure there previously marked the whole op status=rejected,
hiding the posted entity and its id from operators.

- new migration 20260722134114: add failed_partial to the
  pending_operations status CHECK and treat it as terminal in both
  immutability triggers (immutable, undeletable, never re-claimable)
- PartialCommitError + ExecutorResult.partialPostedIds carry the posted
  ids; the dispatcher writes status=failed_partial with
  result_data.posted_ids and returns code=partial_commit
- instrument only the two named executors; hoist the read-only
  settlement-account resolution above the storno in the match executor
- consumer sweep: status union + query schema widened, failed_partial
  folds into the Avvisade tab with a badge and posted-ids detail line,
  bulk/reject routes and MCP tools message it explicitly, worklist and
  expiry sweep intentionally untouched (not pending work)
- tests: pg-real coverage for the new terminal semantics, dispatcher unit
  tests for both partial paths plus byte-for-byte regression guards

Fixes #842

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-22 18:33:49 +02:00
Jakob WennbergandClaude Fable 5 25a7261eda fix(pending-ops): recovery sweep for operations stuck in committing (#843) (#1108) 
The commit dispatcher claims an op with an atomic pending -> committing
CAS; if the process dies after side-effects post but before the terminal
committed write (or that write fails, the PR #841 log line), the row sat
in status='committing' forever: the expire cron only sweeps 'pending'.

Add lib/pending-operations/recover-stuck-committing.ts, invoked from the
existing daily expire cron (no new vercel.json entry):

- Only rows whose updated_at (the claim timestamp: the CAS bumps it via
  the update_updated_at_column trigger) is older than 15 minutes, well
  past the 300s Vercel function ceiling, so in-flight executors are
  never raced.
- Positive evidence that side-effects posted finalizes the row to
  committed with result_data.recovered=true. Evidence exists only where
  params identify a target with an unambiguous posted state:
  categorize_transaction (is_transaction_booked RPC, skipped for
  allow_duplicate), link_transaction_journal_entry (exact tx+entry
  link), match_transaction_invoice (invoice_payments pair row).
- No evidence: terminal rejected with an explanatory result_data,
  never back to pending (re-execution could duplicate side-effects
  that posted without a trace). Reason 'stuck_committing' is distinct
  from 'expired' so the UI badge never claims these rows.
- Every terminal write is CAS-guarded on status='committing'; probe
  errors skip the row for the next run.
- One structured 'pending_op_recovery' warn per row (count by outcome);
  runbook comment added next to the #841 finalize-failure log line.

Tests: unit coverage for the decision logic and cron wiring (401, sweep
invoked, failure isolation), plus a pg-real test proving row selection,
the trustworthy updated_at anchor, committing -> terminal transitions
through the real immutability/input-frozen triggers, and the
is_transaction_booked evidence substrate.

Fixes #843

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-22 18:30:33 +02:00
Jakob WennbergandClaude Fable 5 4a0b524fbb fix(categorization): connect card descriptors to counterparty history (#1095) 
* fix(categorization): connect card descriptors to counterparty history

suggest_categories returned no signal for recurring card merchants
(reported: Anthropic booked to 5420 fourteen times, zero suggestions).
Three compounding causes, all fixed:

- normalizeCounterpartyName() now reduces card-network descriptors to
  their merchant segment ("ANTHROPIC* CLAUDE SUB SAN FRANCISCO" ->
  "anthropic"; "PAYPAL *SPOTIFY" -> "spotify"), so monthly per-charge
  tails stop splintering one merchant into unmatchable variants. SQL
  mirror normalize_counterparty_key() updated in lockstep (migration
  20260721140000), keeping the ledger-context template join exact.
- New token_subset match tier bridges templates learned from manual
  bookings ("Claude Dec" -> "claude") to bank descriptors containing
  the token, and card-core descriptors to legacy splintered templates.
  Guarded by a distinctive-token filter so generic/geo words never
  match on their own.
- Merchant history falls back to description when merchant_name is
  null: card purchases never carry merchant_name, so the history path
  was structurally blind to exactly the transactions that need it.
  History keys now share the counterparty-template normalization and
  the 200-row window is ordered by recency.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(categorization): guard single-token matches, anchor history on original_description

Review follow-ups (CodeRabbit on #1095):

- token_subset tier: a single shared distinctive token now also requires
  occurrence_count >= 3 on the template, so a template named after a
  common word or first name (one prior booking) cannot vacuum up
  unrelated transfers ("SWISH ANDERS JOHANSSON"). Multi-token agreement
  stays unrestricted; the Claude/Anthropic case (14 bookings) is
  unaffected.
- merchant history keys on original_description ?? description: the raw
  bank descriptor is immutable while description is a user-editable
  working title, so renaming a transaction no longer severs its history
  link for future recurring charges.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* chore(migrations): re-timestamp card-descriptor migration after prod moved past it

Prod applied 20260721144311 (#1101) through 20260721201747 (#1104) while
this PR was open; 20260721140000 would sort before them and risk being
skipped by out-of-order auto-apply at merge. Not yet applied to prod, so
renaming is safe; the preview branch re-applies idempotently
(CREATE OR REPLACE).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-22 15:58:45 +02:00
Mattsson e11f70b347 Bug/gh issues fiz (#1103) 
* refactor: optimize page loading and data fetching

* fix: resolve recurring production runtime errors

* feat: add MCP company and customer updates

* fix: handle year-end tax adjustments

* feat: harden annual report compliance

* fix: expand invoice logo and font support

* fix: sanitize API route error responses

* fix: sanitize user-facing error messages

* feat: persist onboarding and tax assessment notices

* fix: reduce cloud backup audit churn

* feat: refine invoice editor layout

* fix: show saved tax adjustments in INK2

* fix: complete annual report API mappings

* docs: record operational safeguards and decisions

* fix: harden annual report review findings

* fix: adjust column span for description based on VAT registration

* New css class name
 2026-07-21 23:00:15 +02:00
Jakob WennbergandClaude Fable 5 702512437a fix(auth): accept 6-10 digit one-time codes on reset page (#1102) 
The Email OTP Length on this project is 8, but the code input capped at
maxLength 6, silently truncating what the user typed so every verify
failed. gotrue allows 6-10 digits; the input now accepts that range and
the placeholder no longer claims a specific length.

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-21 17:30:09 +02:00
Jakob WennbergandClaude Fable 5 3cb5ae7716 fix(auth): scanner-proof password reset with button-gated verify and OTP-code fallback (#1100) 
Corporate mail scanners (Microsoft Defender SafeLinks) follow links in
auth emails and burn the one-shot recovery token before the user sees
the mail (#1099, first hit: Deepgrid 2026-07-21, verify from an Azure
IP 23s after send).

/reset-password now has three entry modes:
- set-password: recovery session exists (legacy /auth/callback links
  keep working unchanged)
- confirm-link: the email link carries ?token_hash= and verification
  runs ONLY on an explicit button click; scanners render pages but do
  not click buttons, so the token survives scanning
- enter-code: email + 6-digit {{ .Token }} code typed manually, the
  fallback when no link works at all

The Supabase recovery email template switches to
{{ .SiteURL }}/reset-password?token_hash={{ .TokenHash }} + {{ .Token }}
AFTER this deploys (template content in the PR); the link then never
touches gotrue's GET /verify endpoint, leaving nothing to detonate.

Fixes #1099.

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-21 16:50:07 +02:00
Jakob WennbergandClaude Fable 5 b420f3e1d9 feat(domains): dual-domain cutover to app.accounted.se (#1087) 
* feat(domains): dual-domain cutover to app.accounted.se

The user-facing app moves to app.accounted.se while app.gnubok.se stays
alive for machine traffic (MCP connectors, API keys, third-party OAuth
callbacks, webhooks, crons), so no third-party callback registration is
on the critical path.

- next.config: host redirect app.gnubok.se -> NEXT_PUBLIC_APP_URL for
  page traffic only (/api, /.well-known, /_next excluded). Arms itself
  only once NEXT_PUBLIC_APP_URL leaves the legacy host, so merging this
  is inert and the cutover is a pure env flip + redeploy.
- skatteverket: redirect_uri pinned via NEXT_PUBLIC_SKV_OAUTH_BASE_URL
  (Utvecklarportalen registration is slow to change); the OAuth callback
  now resolves the flow from the state token + stored oauth_user_id via
  the service client instead of session cookies, which no longer exist
  on the OAuth host. Legacy same-domain flows fall back to the session.
- popup listeners (SkatteverketConnectPanel, AGIPanel) accept postMessage
  from the pinned OAuth origin; event.source identity check unchanged.
- /.well-known discovery docs reflect the allowlisted request host so
  existing MCP connectors on app.gnubok.se keep a self-consistent
  issuer/resource after the flip; spoofed hosts fall back to canonical.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* docs: log dual-domain cutover decision

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(review): recency-bound SKV state lookup, exact localhost match in discovery allowlist

- The oauth_state lookup now only considers rows updated in the last 10
  minutes: bounds how long a leaked/phished authorize URL stays
  completable, keeps the row set far below PostgREST's 1000-row cap, and
  surfaces query errors instead of misreporting them as CSRF.
- resolveDiscoveryBaseUrl matches localhost/127.0.0.1 exactly; the
  prefix check reflected spoofed hosts like localhost.evil.example.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-21 11:39:42 +02:00
Jakob WennbergandClaude Fable 5 d860567976 feat(pending): bulk reject selected operations in granskning (#1085) 
* feat(pending): bulk reject selected operations in granskning

The granskning queue could approve selected operations in bulk but
rejection was one row at a time. Adds:

- POST /api/pending-operations/bulk-reject: one guarded UPDATE
  (status='pending' filter) so rows resolved in a parallel session are
  reported as skipped instead of being flipped; optional
  rejection_category/rejection_reason applied to every rejected row so
  agents still learn from bulk 'no'. No high-risk skip server-side:
  rejecting posts nothing to the ledger.
- 'Avvisa valda' button next to 'Godkänn valda'; the existing reject
  dialog doubles as bulk confirmation (category + note apply to all).
- Route tests: 401/403/400/500, not-found, already-handled skip,
  read-write race, happy path.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(pending): disable both bulk buttons while either bulk action is in flight

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-20 20:32:31 +02:00
MattssonandClaude Fable 5 4e47335308 feat(year-end): administrative undo of executed year-end closing + skatteverket scope fixes (#1081) 
* fix(skatteverket): request the ska scope for skattekonto v2

The skattekonto v2 API rejects skahmst-only tokens with 403 "The required
scopes are not authorized" (observed in prod 2026-07-20; no company has
synced since 2026-05-10). The requested `skattekonto` scope is silently
dropped from every grant, while `ska` appears in one real May grant, so
request it too: SKV grants the intersection, so this is harmless if wrong.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(skatteverket): correct the skattekonto scope model around ska

Root cause of the May 10 skattekonto outage, confirmed via git history and
prod token data: the `ska` scope (the interactive skattekonto API's actual
scope, requested since the extension's first commit in March) was removed
by the "remove unused scopes" cleanup in the #431 series. Every token
issued after that hour lacks it and the API answers 403 "The required
scopes are not authorized"; no company has synced since. The May 15 repair
re-added skahmst, which per its tjanstebeskrivning is a different bulk
E-transport service and does not substitute; `skattekonto` is not a real
SKV scope name and is silently dropped from grants.

Follow-up to the ska re-request (cd8f7a30):
- document the confirmed scope model in oauth.ts so ska is never
  "cleaned up" again
- panel missing-scope warning and reconnect-button now gate on ska,
  not skahmst/skattekonto
- scope badge labels: ska takes the saldo & transaktioner label,
  skahmst relabeled as the E-transport file service
- consent-page note covers both terse scope names and says ska is
  required

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(year-end): warn on untaxed profit at verkstall, Swedish readiness messages, always-visible period selector

An aktiebolag could execute year-end with a profit and zero bolagsskatt
booked without any warning (support case: closing moved 592k to 2099
untaxed). The preview now computes bolagsskattMissing (AB + profit + no
89xx account among closed accounts, 8999 excluded) and both the preview
and execute steps render an advisory, bypassable warning.

validateYearEndReadiness messages are now Swedish (the bokslut wizard is
a stays-Swedish surface); the MCP year_end_readiness classifier matches
both the new Swedish strings and the legacy English ones.

The wizard period selector now always renders, keeps a selected-but-
ineligible period selectable, and resets a stale ?period= id from
another company instead of leaving the user stuck on the wrong year.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(year-end): administrative undo of an executed year-end closing

Storno-only reset used when a bokslut was executed prematurely (e.g.
without bolagsskatt) and no arsredovisning exists yet: reverses the next
period's result_appropriation and opening_balance entries, reopens the
period, reverses the closing entry, and detaches closing_entry_id.
Resumable if interrupted midway; attribution per BFL 5 kap 6.

Migration 20260720140000 adds the trigger escape hatch: closing_entry_id
may only change once set when the old closing entry is reversed with a
posted storno chain (status flag alone is forgeable via PostgREST), and
a non-NULL replacement must be a posted year_end entry in the same
period. Covered by a pg-real test.

planResultAppropriation idempotency is now posted-only: a reversed
omforing no longer blocks the re-run from posting a fresh 2099 -> 2098
reclassification (it previously returned null silently, leaving the new
year's equity polluted).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(review): address CodeRabbit, PR-Agent and compliance findings

- undo script: company_id filters on verify queries, period-scope the
  arsredovisning precondition checks, validate service-key format,
  escalate audit_log insert failure to a hard error (BFNAR 2013:2)
- detach migration: company-scope the storno chain EXISTS, replace the
  em dash in the new error message

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(review): address round-2 compliance swarm and Swedish review findings

- undo script: require --confirm-url with --commit so an env swap fails
  loud; retry the audit_log insert 3x and direct the operator to insert
  the behandlingshistorik row manually on final failure (BFNAR 2013:2)
- year-end preview: document why resultAccountSummary is a complete 89xx
  scan; warning text now also names periodiseringsfond and
  overavskrivningar as legitimate zero-tax reasons

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-20 16:17:43 +02:00
Jakob WennbergandClaude Fable 5 e2d6c92e3a feat(onboarding): illustrated halftone backdrop from marketing-site art (#1080) 
* feat(onboarding): illustrated halftone backdrop from marketing-site art

Ports the gnubok-website halftone illustration set into the onboarding
flow so signup -> app feels like one product:

- OnboardingBackdrop: petal field across the paper background (radially
  masked to stay calm behind the form), Stockholm skyline dissolving
  into the bottom edge, two clouds drifting at reading pace that bounce
  off the viewport and the onboarding panel (IllustrationFloaters,
  physics ported from the website's BouncingFloaters).
- Per-step instrument ghosted in white ink on the dark card header:
  pencil -> notebook -> adding machine -> calculator, one per step.
- Dark mode via invert/hue-rotate filters; prefers-reduced-motion parks
  the floaters; all art is aria-hidden and pointer-events-none.

Applies to /onboarding, /onboarding/agent and /select-company via the
shared (onboarding) layout. No new strings, no API changes.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* refactor(onboarding): strip backdrop to skyline + step art per founder review

Founder kept the Stadshuset skyline and the per-step header instruments;
the petal field and drifting clouds are cut. Removes the now-unused
floater physics component and the petals/cloud assets.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-20 15:57:46 +02:00
MattssonandClaude Fable 5 87f0d5af48 fix: GH issues batch: deadlines opt-ins, SKV reconnect, narrative edit, payment-link gating (#1076) 
* fix(errors): close remaining raw-message leaks after #1048 (#337)

Follow-up to PR #1048. No user-visible toast or response field can now
carry a raw engine or DB message; everything maps through getErrorMessage
or the structured-errors registry.

- get-error-message: only normalize a code-carrying Error instance into
  the structured path when the registry knows the code; unknown codes
  (Node system errors, stray third-party codes, Error-wrapped Postgres
  SQLSTATEs) fall through to pattern match, Swedish check, Postgres map
  and the status/context/generic fallbacks instead of returning the raw
  message. New Swedish-detection pattern for "ar last" phrases and a
  known-pattern row for "already has a journal entry".
- structured-errors: add CANNOT_EDIT_NON_DRAFT (409) and
  MANDATORY_DIMENSION_MISSING (400) rows, plus common Node network codes
  (ECONNREFUSED, ECONNRESET, ETIMEDOUT, ENOTFOUND, EAI_AGAIN, EPIPE) as
  retryable 503 transients with a Swedish message.
- pending-operations commit + bulk-commit routes: map executor error
  strings through getErrorMessage before responding (raw stays in logs);
  Swedish passes through, English falls to status-appropriate Swedish.
- pending page: toast via getErrorMessage, fixing raw English toasts and
  "[object Object]" for structured envelopes on commit/bulk/reject.
- transactions book + journal-entries routes: untyped catch and DB list
  errors no longer return err.message; mapped or static Swedish instead.
- invoice send + issue-credit-note: partial_failures reasons are now
  Swedish (raw provider/DB text logged, never returned).
- Tests: new unknown-code/Error-instance suite, registry rows asserted,
  route tests updated off the pinned raw-English expectations.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(skatteverket): target the räkenskapsår for yearly VAT redovisningsperiod

A yearly filer with a broken fiscal year has a Skatteverket period ending
in its FY-end month, not December, and the panel's year state is never
maintained in yearly mode (the year picker is replaced by the
räkenskapsår selector), so calls targeted the wrong period even for
calendar-FY companies filing after year end. The selected fiscal period
now rides through the whole chain: panel query strings, draft/validate/
submit bodies, buildMomsuppgift (which resolves the FY bounds so the
period id and the figures describe the same räkenskapsår), and the
staged-commit path. MCP callers without a fiscal period keep the
calendar fallback.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(deadlines): group same-day skattekonto deadlines into one card

Moms, AGI and preliminärskatt legally share the skattekonto date (den
12:e), so a small monthly-moms employer saw 2-3 near-identical rows per
month. Two or more pending system rows of the skattekonto family on the
same due date now render as one grouped card with the date block once
and each obligation as a sub-row keeping its own confirm-to-complete
flow. Presentation only: rows, statuses, ICS feed unchanged.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(deadlines): KU + ROT/RUT + long-tail opt-in deadlines, rolling horizon

Follow-ups from the #1028 audit left out of the #1057-#1060 fix stack,
each with its own condition modeling:

- kontrolluppgifter (KU10/KU20/KU31), due 31 Jan (SFL 24 kap. 1 §):
  opt-in flag suggested from ledger signals (2898 utdelning, 2393/2893
  ägarlån; deliberately not 2091, see DECISIONS.md), AB only, mirroring
  the #1059 EU-sales suggest-and-confirm pattern.
- rot_rut_begaran, due 31 Jan after the payment year (Lag 2009:194
  8 §): rows generated only for years with actually PAID ROT/RUT
  invoices, resolved inside the generator; invoice-derived suggestion.
- Long tail, explicit opt-in ('Fler deadlines'): OSS quarterly and IOSS
  monthly with a skipBankingDayAdjustment config flag (EU-law dates
  stand on weekends), Intrastat (10th banking day of the following
  month), punktskatt (ordinary skattedeklaration schedule), and
  fyllnadsinbetalning (12th of 2nd month over 30k / 3rd of 5th month,
  SFL 62:8 + 65 kap.). Kvarskatt deferred: needs a slutskattebesked
  date the app does not hold.
- Rolling generation horizon: recurring types ~6 months ahead, annual
  12 months, mirrored in the backfill expectation keys so the nightly
  cron never thrashes; regeneration now preserves manual in_progress
  status; one-time cleanup migration removes existing far-future rows.

Migrations also applied to the staging branch, together with the
previously missing 20260717xxxxxx deadline migrations (staging had
drifted and lacked dismissed_at).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(arsredovisning): keep narrative editable after year-end close

The narrative save endpoint refused writes whenever the fiscal period was
closed/locked, but Verkstall bokslut closes the period before the
arsredovisning text is ever written, so every legitimate save failed with
PERIOD_LOCKED and the PDF fell back to placeholder text.

The narrative is arsredovisning document text (ARL 6 kap.), not journal
rakenskapsinformation, so the bookkeeping period lock does not apply.
Saves are now refused only once a Bolagsverket submission for the period
is registrerad (ARSREDOVISNING_REGISTERED, 409); the filed artifact was
already frozen separately by the submissions immutability trigger.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(skatteverket): surface dead SKV connections and nudge reconnect

Prod has ~70 companies that connected Skatteverket before the post-connect
sync fix (#1010) and silently never synced skattekonto: the only reconnect
prompt lived in the settings panel nobody revisits.

- transactions-page banner when the connection is needs_reconsent or
  expired without refresh, linking to /settings/tax
- pre-connect note in the connect panel: approve ALL behorigheter on
  Skatteverket's consent page (previously only shown after a failure)
- wire the inert skattekonto.connection.expired event to an email nudge
  to the token owner; one send per consent episode via claim-first dedup
  in notification_log (type skv_connection_expired, partial unique index
  in migration 20260720090000, applied to staging)

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(archive): per-year behandlingshistorik covers late-booked vouchers + Drive backup disclaimer

The per-fiscal-year archive filtered audit rows by created_at within the
period, dropping treatment history for bokslut entries, stornos and SIE
imports booked after year end (BFNAR 2013:2 kap 8). The year archive now
unions the date window with every audit row touching the period's journal
entries and lines, deduped by audit id; line rows (company_id NULL by
trigger design) are admitted via a scoped OR and reachable on the
service-role backup path. ARCHIVE_FORMAT_VERSION 2->3 forces a one-time
Drive re-upload so existing archives pick up the complete history. The
Drive card on /import Exportera and the LASMIG texts now state the Drive
copy is a convenience backup, not the BFL 7 kap legal archive.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(decisions): clarify Arsredovisning narrative save behavior on submission status

* feat(invoices): gate payment links behind invoice settings opt-in

The payment-link section (manual URL field + Stripe auto-create toggle)
was visible on every invoice and auto-created Stripe links on send for
any connected company. It is now opt-in per company:

- new company_settings.invoice_payment_links_enabled, default false for
  everyone (no grandfathering of Stripe-connected companies)
- invoice editor hides the whole section unless enabled; a draft that
  already carries a link still shows it so old links stay clearable
- enforced server-side in maybeCreatePaymentLinkForInvoice (after the
  provider lookup, so the extension-free core build never queries), so
  dashboard, v1, MCP and recurring sends all obey it
- new toggle on Settings -> Invoicing, saves instantly; sv/en strings

Migration applied to the staging branch; prod gets it on merge.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(tests): add invoice_payment_links_enabled to company settings fixture

The makeCompanySettings fixture missed the new required boolean, failing
the core-only build's type check of tests/helpers.ts. Default false,
matching the migration default.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Signed-off-by: Emil <emilmattsson14@gmail.com>

* fix(review): address CodeRabbit, compliance and Swedish review findings

Round 2 of PR #1076 review feedback, one change per accepted finding:

- pending page: res.json() safe fallback in both commit paths so a
  non-JSON proxy response cannot surface a raw parser error
- bulk-commit: map operation status enums to Swedish display labels in
  the 'Redan hanterad' skip message
- payment-link settings: disable the toggle while a save is in flight
  to prevent out-of-order PUT responses
- deadlines group card: route all UI strings through next-intl
  (deadlines namespace, sv + en)
- archive export: scope the period audit entry lookup to
  posted/reversed, matching the rest of the export
- error tests: assert the exact registry English message for
  ECONNREFUSED to lock the no-leakage contract
- signal routes: log.warn when best-effort lookups swallow a Supabase
  error (forensics), keep fail-closed behavior
- narrative route: document that 'avslutad' submissions deliberately
  stay editable (never registered at Bolagsverket)
- VAT: yearly declarations without an explicit fiscalPeriodId now
  resolve the räkenskapsår ending in the target year from
  fiscal_periods instead of assuming a calendar FY (SFL 26 kap
  10-11 §§); calendar fallback only when no fiscal period exists
- deadlines: IOSS deadline no longer requires vat_registered
  (Art. 369s has no Swedish VAT registration prerequisite)

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Signed-off-by: Emil <emilmattsson14@gmail.com>

---------

Signed-off-by: Emil <emilmattsson14@gmail.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-20 13:38:14 +02:00
Jakob WennbergandClaude Fable 5 30771b1619 feat(mcp): payroll e2e parity: staged salary-run booking + absence deletion (#1075) 
* feat(mcp): payroll e2e parity: staged salary-run booking + absence deletion

Close the last MCP-surface gaps for running payroll end-to-end via the
connector (the v1 REST API already had the full chain):

- gnubok_book_salary_run: stages a high-risk book operation; on approval
  the executor walks review -> approved -> paid -> booked via the new
  lib/salary/book-run.ts (extracted from the dashboard book route, which
  now calls the same core) and posts the immutable salary vouchers.
- gnubok_delete_absence: staged inverse of gnubok_register_absence,
  reusing deleteAbsenceRange with a dry-run day-count preview.
- Wire the missing payroll operation types into the Granskning label map
  (register_absence, update_payslip_line, employee ops, vacation_year_close
  had translations but fell back to humanized snake_case).
- Update stale 'booking happens in the web UI' prose in tool descriptions,
  the payroll-monthly skill, and the workflow hint; payload-size ceiling
  56K -> 57K per the documented bump protocol.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(mcp): widen pending_operations op-type CHECK + roster typing for book_salary_run

The op-type audit (pg-real) caught the exact bug class it exists for:
book_salary_run and delete_absence were staged in code without the
constraint-expansion migration, so every real staging INSERT would have
failed with check_violation while dry_run previewed clean. Ships the
documented widen (NOT VALID) + validate migration pair. Also fixes the
strict-mode cast in book-run.ts that failed the production typecheck.

Verified locally against supabase/postgres 15.8.1.060 with all migrations
applied: op-type audit green, pg-real 692/693 (the one failure is the
pre-existing TZ-sensitive get_unlinked_1930_lines assertion, green under
TZ=UTC as in CI).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-20 13:00:53 +02:00
Jakob WennbergandClaude Fable 5 90e7c7f47f feat(ux): company context in settings, Kundfakturor rename, compact verifikat view (#1071) 
* feat(ux): company context in settings, Kundfakturor rename, compact verifikat view

Support feedback (2026-07-19): active company invisible in settings,
menu said Fakturor next to Leverantorsfakturor, no compact verifikat view.

- ActiveCompanyBadge chip in the settings modal header and the full-page
  settings header; the modal covers the sidebar CompanySwitcher
- nav + page title Fakturor -> Kundfakturor (sv), Invoices -> Customer
  invoices (en); command palette gets a Kundfakturor page entry
- verifikat list density toggle (comfortable/compact), persisted per
  company like the existing sort/page-size choices

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* docs: decision log for scoped Kundfakturor rename

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(review): badge hover reveals full company name; pure density state updater

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-20 11:02:04 +02:00
MattssonandClaude Fable 5 ebf69d2933 fix: credit-note overdue countdown + voucher sequence resync after SIE import (#1069) 
* fix(invoices): hide overdue countdown for credit notes in invoice list

Credit notes stay in status 'sent' forever (invoices_credit_note_not_paid
blocks paid states), so the relative due-date label rendered an ever-growing
'X dagar forsenad' on every issued credit note. Skip the label for rows with
credited_invoice_id set.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(bookkeeping): resync voucher_sequences counters left behind by pre-RPC SIE imports

The batch SIE import path that predated import_sie_journal_entries
(20260712150000) inserted vouchers with explicit numbers but never
updated voucher_sequences, leaving counters behind max (year-end
integrity error, duplicate-key crash on the next voucher) or missing
entirely (next_voucher_number restarts at 1 and collides). Idempotent
data repair: raise lagging counters to the observed max and insert
missing rows attributed to the company owner. Already applied to prod
and staging; replay is a no-op.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(bookkeeping): harden voucher-sequence resync per PR review

Address PR #1069 review findings: close the ON CONFLICT race by
upgrading DO NOTHING to DO UPDATE with GREATEST (a row created by
next_voucher_number between snapshot and insert is raised instead of
left at 1), unify the voucher_number > 0 filter across both statements,
and record the manual prod/staging execution timestamps as the change
record (ISO 27001 A.8.32, BFNAR 2013:2 behandlingshistorik).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-19 13:35:52 +02:00
MattssonandClaude Fable 5 9c8e540338 fix(invoices): repair send dialog fiscal-period query + editable issu… (#1066) 
* fix(invoices): repair send dialog fiscal-period query + editable issuance lines

The send/mark-sent dialog queried fiscal_periods with start_date/end_date
instead of period_start/period_end; the query always 400ed, and since PR
#1023 made that fatal the dialog closed instantly, blocking mark-as-sent
and email send for everyone.

Also lets accrual companies edit the proposed journal lines before booking
(both send and mark-sent), mirroring the mark-paid editor: untouched
proposals still book via the server generator; edited lines book verbatim
with balance validated at three layers. Credit notes and periodiserade
invoices keep the read-only preview. The dialog now also respects
defer_invoice_booking (#967).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(invoices): harden custom issuance-line validation per review findings

Extract the custom-line parse + balance check into a shared validator so
the send and mark-sent routes cannot drift. Reject rows carrying both
debit and credit, and 29xx interim accounts (custom lines skip accrual
schedule creation, so a 29xx balance would never be dissolved). Validate
the payload only after the invoice ownership fetch, and emit structured
log events when user-edited lines are booked or deliberately ignored, so
manual overrides are visible in audit review.

Account existence needs no route-level check: the engine already resolves
every account against the company chart and throws AccountsNotInChartError.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(invoices): address CodeRabbit findings on issuance line editing

Reject malformed JSON bodies with 400 instead of silently booking
generated lines; restrict line editing to SEK invoices (custom lines
cannot carry FX metadata); round each line before the client balance
check to match the server; stop claiming a voucher was created in the
mark-sent toast for deferred-booking companies; add programmatic labels
to the editor inputs and remove-row buttons.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-19 00:39:56 +02:00
MattssonandClaude Fable 5 46b8e2bfea Fix/fable design (#1063) 
* fix(bokslut): make dispositions storno-safe and derive fond math from opening balances

A reversed year_end voucher kept its storno in the income statement while
the original was excluded (source_type asymmetry), inflating resultat fore
dispositioner by exactly the reversed amount, and the posted-only fond
balance produced a phantom negative 212X that leaked a bogus aterforing
proposal. Support case: a user double-booked periodiseringsfond, reversed
both correctly, and the dispositions page still showed wrong numbers.

- trial-balance excludeYearEndClosing now also excludes entries chained to
  reversed year_end entries via reverses_id/correction_of_id (grammar
  verified against staging PostgREST)
- listExistingPeriodiseringsfonder counts posted+reversed so storno pairs
  cancel, and returns opening balances per fond
- schablonintakt per IL 30 kap 6a: opening balance base, rate = SLR per
  closing year (1.96% FY2025, 2.55% FY2026), replacing the wrong SLR+1pp
  0.0355 constant
- avsattning 25% cap is year-total: already-provisioned current-cohort
  growth consumes headroom in both preview and commit, so re-running the
  flow can no longer double-book the fond
- SLP posts before avsattning (deductible, shrinks the cap base) and is
  posted-aware: no double proposal or double count on resumed runs
- sumPostedYearEndDispositions counts correction replacements of reversed
  year_end entries and exposes the SLP portion

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* refactor(bokslut): use roundOre for new fond/disposition rounding

Satisfies the naive-ore-round ratchet that tightened on main; identical
arithmetic, pinned by the existing exact-value tests.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(bokslut): address PR #1063 review findings

- computeProposal receives the already-validated period row: a transient
  DB failure can no longer silently skip a requested disposition (and two
  redundant per-item period fetches are gone)
- getSchablonintaktRate fails closed for unmapped years instead of
  falling back to the latest known rate: statutory rates are never
  guessed; POST rate override remains the escape hatch
- listExistingPeriodiseringsfonder is opening-balance-entry aware:
  a fond carried via the OB entry booked by year-end closing was counted
  twice (once from history, once from the OB entry); balances now derive
  from OB + current-period activity when an OB entry exists
- periodStart is validated as a real calendar date, not just a shape
- reversed year_end correction targets resolve company-wide in
  sumPostedYearEndDispositions, matching the trial balance exclusion

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-17 18:06:41 +02:00
Jakob WennbergandClaude Fable 5 425674ff35 chore(deadlines): legacy-type cleanup + ICS feed user-deadline fix (#1060) 
* feat(deadlines): gate F-skatt reminders on debited preliminary tax, add durable dismissal

The f_skatt deadline was gated on the F-skatt approval flag (DB default
true), giving nearly every company 12 monthly payment reminders for a tax
Skatteverket may not have debited at all (64% of all system deadline rows,
one lifetime completion). Approval carries no recurring obligation; the
monthly duty is payment of debiterad preliminarskatt and exists only while
the debited amount is > 0 (SFL 62 kap. 4-5 par., 55 kap. 2 par.).

- Gate the f_skatt deadline on preliminary_tax_monthly > 0 (field already
  collected at onboarding, previously unread) and retitle it as a payment.
- Storforetag keep the 12th in August (January-only 17th, 62 kap. 3 par.).
- Declare the prod-only preliminary_tax_monthly column in a migration so
  installs built purely from migrations stop failing tax-settings saves.
- Add deadlines.dismissed_at: DELETE on a system deadline now soft-dismisses
  it durably (hard deletes were resurrected by the nightly backfill within
  24h); generator, backfill, and every read surface respect it.
- Prune upcoming f_skatt rows for companies with no debited amount.

Closes part of #1028.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(deadlines): gate AGI on employer registration, stop completing AGI deadline at XML generation

The arbetsgivardeklaration deadline was gated on pays_salaries, which is
wrong in both directions: a registered employer must file AGI every month
including nil months (SFL 26 kap. 3 par.), and companies actively running
payroll with the flag off got no AGI reminders at all (each missed monthly
filing risks a forseningsavgift).

- New company_settings.employer_registered (nullable, no default) gates
  AGI and the storforetag skatteinbetalning row; pays_salaries remains a
  fallback for rows saved before the flag existed and keeps its UI meaning.
- Migration backfills employer_registered=true from pays_salaries=true and
  from actual payroll activity (salary_runs).
- New employer_seasonal flag: sasongsregistrerade file only for payment
  months plus a December nil declaration, so only the December-period row
  is generated.
- Settings UI: registration + seasonal checkboxes (sv/en strings).
- AGI XML generation no longer auto-completes the deadline as submitted:
  SFL 26 kap. deems the obligation satisfied only when the declaration has
  come in to Skatteverket. The Skatteverket extension's kvittens reconcile
  remains the confirming path; manual filers tick the deadline themselves.

Part of #1028.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(deadlines): statutory arsstamma replaces bokslut, moms_yearly auto-complete, EU-sales suggestion

- Replace the non-statutory 'bokslut' deadline (3 months after FY end, no
  legal basis, off-by-one month math for broken FYs) with the statutory
  arsstamma deadline: within 6 months of FY end per ABL 7 kap. 10 par.,
  the corporate act that gates the arsredovisning filing chain. Migration
  deletes pending bokslut rows; the backfill cron generates arsstamma rows.
- Complete moms_yearly on Skatteverket submission/kvittens: the yearly
  branch previously returned null with a stale comment claiming annual VAT
  has no deadline type, leaving yearly filers with an eternally open row.
  The fiscal-year tax_period label is derived from company settings.
- Add /api/settings/eu-trade-signal + a tax-settings callout: companies
  with booked EU sales (3108/3308/3107, last 15 months) but EU-trade/PS
  flags off are prompted to confirm the periodisk sammanstallning
  obligation (SFL 35 kap., 1 250 kr late fee per report). Suggestion only,
  never auto-enables.

Part of #1028.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* chore(deadlines): clean up legacy deadline types, fix ICS feed hiding user deadlines

- Migration deletes pending rows of the retired bare 'moms' and
  'inkomstdeklaration' types (completed rows kept as history) and the
  sandbox seed route now inserts the current moms_quarterly /
  inkomstdeklaration_ef types so legacy rows stop reappearing.
- The calendar feed's include_tax_deadlines flag now hides only
  system-generated deadlines: user-created deadlines always appear. The
  old nesting skipped the entire deadlines fetch and dropped the user's
  own rows from the feed when the flag was off.

Part of #1028.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(deadlines): include dismissed_at in DeadlineForm payload

The Deadline type gained the required dismissed_at field; the form's
submit payload literal must carry it for the Omit<Deadline, ...> shape.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* chore: retrigger Supabase preview check

The initial preview-branch creation failed transiently; the subsequent
migration run applied all four stack migrations (verified via
list_migrations on the preview project), leaving a stale failed check.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(deadlines): make system-deadline dismissal atomic

Constrain the dismiss update to source='system' and verify a row was
actually updated: a concurrent regeneration can delete the row between
lookup and update, and the route must not report a phantom success.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-17 17:09:31 +02:00
Jakob WennbergandClaude Fable 5 05b954ac1d feat(deadlines): årsstämma replaces bokslut + moms_yearly auto-complete + EU-sales suggestion (#1059) 
* feat(deadlines): gate F-skatt reminders on debited preliminary tax, add durable dismissal

The f_skatt deadline was gated on the F-skatt approval flag (DB default
true), giving nearly every company 12 monthly payment reminders for a tax
Skatteverket may not have debited at all (64% of all system deadline rows,
one lifetime completion). Approval carries no recurring obligation; the
monthly duty is payment of debiterad preliminarskatt and exists only while
the debited amount is > 0 (SFL 62 kap. 4-5 par., 55 kap. 2 par.).

- Gate the f_skatt deadline on preliminary_tax_monthly > 0 (field already
  collected at onboarding, previously unread) and retitle it as a payment.
- Storforetag keep the 12th in August (January-only 17th, 62 kap. 3 par.).
- Declare the prod-only preliminary_tax_monthly column in a migration so
  installs built purely from migrations stop failing tax-settings saves.
- Add deadlines.dismissed_at: DELETE on a system deadline now soft-dismisses
  it durably (hard deletes were resurrected by the nightly backfill within
  24h); generator, backfill, and every read surface respect it.
- Prune upcoming f_skatt rows for companies with no debited amount.

Closes part of #1028.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(deadlines): gate AGI on employer registration, stop completing AGI deadline at XML generation

The arbetsgivardeklaration deadline was gated on pays_salaries, which is
wrong in both directions: a registered employer must file AGI every month
including nil months (SFL 26 kap. 3 par.), and companies actively running
payroll with the flag off got no AGI reminders at all (each missed monthly
filing risks a forseningsavgift).

- New company_settings.employer_registered (nullable, no default) gates
  AGI and the storforetag skatteinbetalning row; pays_salaries remains a
  fallback for rows saved before the flag existed and keeps its UI meaning.
- Migration backfills employer_registered=true from pays_salaries=true and
  from actual payroll activity (salary_runs).
- New employer_seasonal flag: sasongsregistrerade file only for payment
  months plus a December nil declaration, so only the December-period row
  is generated.
- Settings UI: registration + seasonal checkboxes (sv/en strings).
- AGI XML generation no longer auto-completes the deadline as submitted:
  SFL 26 kap. deems the obligation satisfied only when the declaration has
  come in to Skatteverket. The Skatteverket extension's kvittens reconcile
  remains the confirming path; manual filers tick the deadline themselves.

Part of #1028.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(deadlines): statutory arsstamma replaces bokslut, moms_yearly auto-complete, EU-sales suggestion

- Replace the non-statutory 'bokslut' deadline (3 months after FY end, no
  legal basis, off-by-one month math for broken FYs) with the statutory
  arsstamma deadline: within 6 months of FY end per ABL 7 kap. 10 par.,
  the corporate act that gates the arsredovisning filing chain. Migration
  deletes pending bokslut rows; the backfill cron generates arsstamma rows.
- Complete moms_yearly on Skatteverket submission/kvittens: the yearly
  branch previously returned null with a stale comment claiming annual VAT
  has no deadline type, leaving yearly filers with an eternally open row.
  The fiscal-year tax_period label is derived from company settings.
- Add /api/settings/eu-trade-signal + a tax-settings callout: companies
  with booked EU sales (3108/3308/3107, last 15 months) but EU-trade/PS
  flags off are prompted to confirm the periodisk sammanstallning
  obligation (SFL 35 kap., 1 250 kr late fee per report). Suggestion only,
  never auto-enables.

Part of #1028.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(deadlines): include dismissed_at in DeadlineForm payload

The Deadline type gained the required dismissed_at field; the form's
submit payload literal must carry it for the Omit<Deadline, ...> shape.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(deadlines): make system-deadline dismissal atomic

Constrain the dismiss update to source='system' and verify a row was
actually updated: a concurrent regeneration can delete the row between
lookup and update, and the route must not report a phantom success.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-17 17:02:49 +02:00
Jakob WennbergandClaude Fable 5 da4d5a39ae feat(deadlines): gate AGI on employer registration + stop completing AGI at XML generation (#1062) 
* feat(deadlines): gate F-skatt reminders on debited preliminary tax, add durable dismissal

The f_skatt deadline was gated on the F-skatt approval flag (DB default
true), giving nearly every company 12 monthly payment reminders for a tax
Skatteverket may not have debited at all (64% of all system deadline rows,
one lifetime completion). Approval carries no recurring obligation; the
monthly duty is payment of debiterad preliminarskatt and exists only while
the debited amount is > 0 (SFL 62 kap. 4-5 par., 55 kap. 2 par.).

- Gate the f_skatt deadline on preliminary_tax_monthly > 0 (field already
  collected at onboarding, previously unread) and retitle it as a payment.
- Storforetag keep the 12th in August (January-only 17th, 62 kap. 3 par.).
- Declare the prod-only preliminary_tax_monthly column in a migration so
  installs built purely from migrations stop failing tax-settings saves.
- Add deadlines.dismissed_at: DELETE on a system deadline now soft-dismisses
  it durably (hard deletes were resurrected by the nightly backfill within
  24h); generator, backfill, and every read surface respect it.
- Prune upcoming f_skatt rows for companies with no debited amount.

Closes part of #1028.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(deadlines): gate AGI on employer registration, stop completing AGI deadline at XML generation

The arbetsgivardeklaration deadline was gated on pays_salaries, which is
wrong in both directions: a registered employer must file AGI every month
including nil months (SFL 26 kap. 3 par.), and companies actively running
payroll with the flag off got no AGI reminders at all (each missed monthly
filing risks a forseningsavgift).

- New company_settings.employer_registered (nullable, no default) gates
  AGI and the storforetag skatteinbetalning row; pays_salaries remains a
  fallback for rows saved before the flag existed and keeps its UI meaning.
- Migration backfills employer_registered=true from pays_salaries=true and
  from actual payroll activity (salary_runs).
- New employer_seasonal flag: sasongsregistrerade file only for payment
  months plus a December nil declaration, so only the December-period row
  is generated.
- Settings UI: registration + seasonal checkboxes (sv/en strings).
- AGI XML generation no longer auto-completes the deadline as submitted:
  SFL 26 kap. deems the obligation satisfied only when the declaration has
  come in to Skatteverket. The Skatteverket extension's kvittens reconcile
  remains the confirming path; manual filers tick the deadline themselves.

Part of #1028.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(deadlines): include dismissed_at in DeadlineForm payload

The Deadline type gained the required dismissed_at field; the form's
submit payload literal must carry it for the Omit<Deadline, ...> shape.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(deadlines): make system-deadline dismissal atomic

Constrain the dismiss update to source='system' and verify a row was
actually updated: a concurrent regeneration can delete the row between
lookup and update, and the route must not report a phantom success.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-17 16:04:05 +02:00
Jakob WennbergandClaude Fable 5 3c0bf3f584 feat(deadlines): gate F-skatt reminders on debited preliminary tax + durable dismissal (#1057) 
* feat(deadlines): gate F-skatt reminders on debited preliminary tax, add durable dismissal

The f_skatt deadline was gated on the F-skatt approval flag (DB default
true), giving nearly every company 12 monthly payment reminders for a tax
Skatteverket may not have debited at all (64% of all system deadline rows,
one lifetime completion). Approval carries no recurring obligation; the
monthly duty is payment of debiterad preliminarskatt and exists only while
the debited amount is > 0 (SFL 62 kap. 4-5 par., 55 kap. 2 par.).

- Gate the f_skatt deadline on preliminary_tax_monthly > 0 (field already
  collected at onboarding, previously unread) and retitle it as a payment.
- Storforetag keep the 12th in August (January-only 17th, 62 kap. 3 par.).
- Declare the prod-only preliminary_tax_monthly column in a migration so
  installs built purely from migrations stop failing tax-settings saves.
- Add deadlines.dismissed_at: DELETE on a system deadline now soft-dismisses
  it durably (hard deletes were resurrected by the nightly backfill within
  24h); generator, backfill, and every read surface respect it.
- Prune upcoming f_skatt rows for companies with no debited amount.

Closes part of #1028.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(deadlines): include dismissed_at in DeadlineForm payload

The Deadline type gained the required dismissed_at field; the form's
submit payload literal must carry it for the Omit<Deadline, ...> shape.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(deadlines): make system-deadline dismissal atomic

Constrain the dismiss update to source='system' and verify a row was
actually updated: a concurrent regeneration can delete the row between
lookup and update, and the route must not report a phantom success.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-17 15:48:25 +02:00
Jakob WennbergandClaude Fable 5 97907a5a5c fix: article ordering, free-text rows, invoice back-nav, onboarding resilience (#1053) (#1056) 
* fix: article number ordering, free-text rows, invoice back-nav, onboarding resilience (#1053)

Four fixes from Discord feedback in issue #1053:

- Articles now order by article number with numeric-aware comparison
  ('2' before '10', unnumbered last, name tiebreak) in the invoice
  editor's article picker and as the register's default sort, via a
  shared lib/articles/sort.ts. Name order put article "1" last.

- Invoice rows with no amounts (quantity 0, unit price 0) render as
  pure text rows on the PDF, the invoice detail page, and the review
  step via shared isTextLikeLine(), instead of printing
  "0 / 0,00 SEK / 0,00 SEK". Display-only; booking untouched.

- The invoice editor navigates with router.replace after saving, so
  the detail page's back arrow returns to the list instead of
  reopening a fresh editor from history.

- A transient query failure no longer reads as "no companies" /
  "onboarding not done": getActiveCompanyId throws
  CompanyContextError('resolution_failed') instead of returning null,
  the Edge middleware fails open on a degraded resolution (no
  onboarding redirect, no cookie clearing, no locale overwrite), and
  the dashboard page only redirects to /onboarding on a positively
  read incomplete/missing settings row. This is the likely cause of
  the completed onboarding wizard reappearing.

Fixes #1053

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* docs: CLAUDE.md tenancy line matches actual resolution order (prefs-first, cookie not read)

The middleware stopped reading the gnubok-company-id cookie when
user_preferences became authoritative (RLS parity); the stale doc line
still described cookie-first order and misled review tooling.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-17 14:45:43 +02:00
MattssonandClaude Fable 5 0e9cca2750 Add/customer mcp (#1055) 
* feat(mcp): kontoplan account tools + verifikat notes exposure

Two gaps reported by an MCP-driven user: no account management in the
API, and verifikat notes invisible to agents (they exist in the product
but MCP could neither read nor write them).

- add staged gnubok_create_account / gnubok_update_account (BAS 2026
  prefill for catalog numbers; rename/VAT-default/SRU/activate via
  update; both LOW risk reference data)
- add staged gnubok_set_voucher_note (notes-only annotation, legal on
  posted entries per the 20260608120000 trigger carve-out) and return
  entry_notes from gnubok_query_journal
- new pending_operations types create_account / update_account /
  set_voucher_note (CHECK migration + validate companion, applied to
  staging)
- tools/list payload ceiling 54K -> 56K (documented; wire contract,
  descriptions trimmed first)

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(skatteverket): unstick BankID connect flow and stale connection views

- respond to the OAuth callback immediately and run the post-connect
  refresh after the response (next/server after()): users no longer
  stare at Skatteverket's consumed consent page for up to 40s
- open the consent flow in a full tab instead of a 600x750 popup that
  hid the approve button below the fold
- disable connect buttons while the OAuth tab is open (parallel flows
  overwrote oauth_state + the PKCE verifier) and recover via a
  closed-tab watcher plus a delayed status refetch
- persist MISSING_SCOPE token health from the post-connect sync and
  show an actionable "approve all permissions" notice
- refetch connection state on tab visibility (settings connect panel,
  enable-banking panel, /skattekonto) so a connect completed in another
  tab or after a mobile app-switch shows up without a manual reload;
  fix /skattekonto never clearing its not-connected state

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(article-form): add article number field with validation to ArticleForm

* feat(account): enforce account type consistency with BAS class and add validation

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-17 14:13:53 +02:00
Jakob WennbergandClaude Fable 5 bfd5b42eb1 feat(settings): open Assistenten on Kunskap with the konteringskarta first (#1044) 
The Assistenten settings hub used to open on Minne, with the
konteringskarta buried two clicks away (Kunskap tab, below a second
nested tab row). Now /settings/assistant opens on Kunskap and the
LedgerGraph hero is the first thing on screen.

- Kunskap is the default view and first tab; Minne moves to ?view=memory
  (old ?view=knowledge links still resolve to the default)
- Drop the nested Kompetens/Minne/Regler & profil tab row inside the
  Kunskap view: Kompetens and Minne duplicated the top-level tabs one
  row above; Regler & profil now renders inline under the graph with a
  section header (KnowledgeTabs.tsx deleted)
- Restore vertical rhythm (space-y-8) between the hero, detail section
  and footer, lost when the view moved into the settings tabs
- Update redirects and memory deep links (/settings/agent-memory,
  AgentChat memory chips, FactsCard manage link) to ?view=memory
- Match the loading skeleton to the new layout

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-17 13:43:57 +02:00
Jakob WennbergandClaude Fable 5 5b8e3fa130 fix(vat): enforce decimal vat_rate on supplier invoice items and normalize MCP percent extraction (#1049) 
Supplier invoice items store vat_rate as a decimal fraction (0.25) while
customer invoices use integer percent (25). The shared Zod schema accepted
0-100, so a percent-shaped vat_rate silently booked 2500 % VAT via
line_total * vat_rate, and the MCP inbox-conversion path staged the AI
extraction's percent-integer vatRate straight into the decimal column with
per-line vat_amount 0. Part of #310.

- CreateSupplierInvoiceItemSchema.vat_rate is now a literal union of the
  statutory decimal set (0, 0.06, 0.12, 0.25) with a unit-hint error,
  covering the cookie route, the invoice-inbox convert route, and /api/v1
  (whose runtime ALLOWED_SV_VAT_RATES guard stays as defense in depth).
- New shared normalizeVatRateToDecimal() in lib/vat: percent-shaped values
  (25, 12, 6) divide by 100, results snap to the legal Swedish set, and
  anything else (foreign 19/20, non-finite) maps to 0.
- gnubok_create_supplier_invoice_from_inbox normalizes vatRate at the
  extraction boundary and derives per-line vat_amount when the extraction
  carries none, so the staged header vat_amount is honest.
- The pending-operation executor normalizes staged vat_rate on insert, so
  rows staged before this fix cannot book percent-scaled VAT.

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-17 13:28:36 +02:00
Jakob WennbergandClaude Fable 5 88f53350de fix(errors): translate typed engine errors instead of leaking raw messages as journal_entry_error (#1048) 
Typed bookkeeping Error instances passed to getErrorMessage() matched the
bare-envelope branch (any object with string code + message) and returned
their raw English message verbatim, so the categorize and match-invoice
routes surfaced strings like DB check-constraint violations directly in the
user's toast (issue #337).

- get-error-message.ts: when the bare-envelope shape is an Error instance,
  normalize it into the structured envelope ({ error: { code, message,
  account_numbers, details } }) so the existing per-code Swedish branches
  own the translation; plain forwarded envelopes keep the passthrough.
- get-error-message.ts: structured-path final fallback now prefers the
  registry's message_sv for known codes whose message is not Swedish, so
  typed codes without a dynamic branch (e.g. CANNOT_REVERSE_STORNO) cannot
  surface English either.
- categorize + match-invoice routes: always map the caught error through
  getErrorMessage (the raw error is already logged); untyped errors fall to
  the Swedish context fallback instead of leaking err.message.
- Tests: new instance-translation suite in lib/errors, typed-error case in
  the categorize route suite, and deliberate updates of the two tests that
  pinned raw 'Period locked' passthrough.

Fixes #337

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-17 11:51:07 +02:00
Jakob WennbergandClaude Fable 5 f91536c86c fix(ui): migrate remaining native confirm() calls to DestructiveConfirmDialog (#1046) 
Migrates the three remaining bare confirm() sites from issue #1038 to the
imperative useDestructiveConfirm() pattern already mounted on both pages:
resume-autosend and run-now on the recurring-invoices page, and unapprove
on the salary-run page (its dynamically assembled multi-line copy now
renders as paragraphs via whitespace-pre-line on DialogDescription).

Also adds a togglingId in-flight guard to togglePause, mirroring the
deletingId/runningId guards from PR #1036, so the pause/resume button
cannot fire a duplicate PATCH while one is pending.

Fixes #1038

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-17 11:51:00 +02:00
MattssonandClaude Fable 5 a5e37d3510 Fix/build (#1041) 
* fix(bookkeeping): harden correction account changes

* feat(tax): enhance tax deadline generation with new settings and filing methods

- Added new company settings: tax_turnover_over_40m, vat_has_eu_trade, vat_filing_method, periodisk_sammanstallning_enabled, and periodisk_sammanstallning_filing_method.
- Updated deadline generation logic to accommodate new settings affecting VAT and employer declaration deadlines.
- Implemented tests for new functionality, ensuring that completed obligations are preserved and not replaced by new pending rows.
- Introduced a cron job to backfill missing tax deadlines for companies with settings but no upcoming deadlines.
- Updated API routes for generating tax deadlines and handling cron jobs.
- Modified database schema to include new columns for tax filing profiles and constraints for filing methods.

* fix(invoices): record credit note reconciliation guard

* fix(tax): correct automatic deadline settings

* fix(tax): key AGI deadline to VAT taxable base and add storforetag payment deadline

The 26th filing day for the skattedeklaration (AGI and VAT together) hinges
on one statutory measure, a VAT taxable base above SEK 40 million (SFL 26
kap.), not a separate employer turnover. Drop employer_turnover_over_40m and
derive the AGI schedule from vat_registered plus vat_taxable_base_over_40m,
so a non-VAT-reporting employer is never shown the 26th when its binding
date is the 12th.

Also:
- add a skatteinbetalning deadline row (12th, 17 January) for storforetag,
  whose deducted tax and employer contributions are due before the 26th
  filing date
- normalize legally incoherent over-40m flag combinations to the earlier
  small-company schedule in a follow-up migration
- replace hardcoded 27 December dates with the banking-day adjustment
- extend the 40m help text to cover the SKV-decided early filing election
  and the payment-still-on-the-12th rule
- document the regeneration race repaired by the daily backfill cron

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(migrations): add AGI and VAT filing logic with employer column removal

* feat(settings): implement VAT registration logic and update related flags; enhance deadline handling

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-17 00:52:57 +02:00
Jakob WennbergandClaude Fable 5 1443235cec feat(invoices): registrera utan att bokföra + explicit Bokför-steg (#1040) 
* feat(invoices): registrera utan att bokföra + explicit Bokför-steg

Companies where one person registers supplier invoices / sends customer
invoices while ekonomi does the actual bookkeeping had no way to split
the two: under faktureringsmetoden every registration/send booked the
journal entry inline.

- New company setting defer_invoice_booking (default off, accrual only):
  registering a supplier invoice or sending/marking-sent a customer
  invoice creates NO journal entry.
- New explicit booking routes POST /api/supplier-invoices/[id]/book and
  POST /api/invoices/[id]/book: create the registration/revenue entry
  afterwards, CAS-guarded against concurrent booking (a lost race
  cancels the just-posted voucher with a gap explanation), including
  periodisering schedules.
- Detail pages show "Ej bokförd ännu" + a Bokför button for unbooked
  accrual invoices; the settings toggle lives under Bokföringsmetod.
- mark-paid needs no changes: both payment flows already route on the
  journal-entry link, so an invoice still unbooked when paid gets the
  full cash-style entry.
- The mark-sent fail-closed rollback now keys on the same gate so
  deferred sends are not rolled back as booking failures.

Fixes #967

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(invoices): harden deferred booking after review

CodeRabbit round on #1040:
- CAS link guards also require a still-bookable status (and uncredited,
  customer side) so a concurrent mark-paid/credit cannot end up with a
  double-posting registration/revenue entry.
- Settings reads fail closed instead of defaulting to accrual rules.
- Detail pages surface the ACCRUAL_SCHEDULE_FAILED warning instead of
  showing plain success, and the customer page no longer stringifies
  structured errors into "[object Object]".
- The settings form normalizes defer_invoice_booking to false under
  kontantmetoden so a stale flag cannot re-activate on method switch.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-16 18:15:20 +02:00
Jakob WennbergandClaude Fable 5 14f7478abb feat(reports): reskontra per valfritt datum + PDF-export (#1039) 
Kundreskontra and leverantörsreskontra were effectively always "as of
today": the UI never passed a date, the xlsx export ignored the chosen
fiscal year, and no PDF existed.

- Both ledger generators reconstruct the ledger as it stood on a
  backdated as-of date: invoices dated on or before it (including ones
  fully paid since) with outstanding recomputed from the payment-row
  history; paid_at dates row-less full payments; undateable legacy
  amounts degrade to the live values. Today/future dates keep the live
  computation byte-identical.
- New shared reskontra PDF template (aging per counterparty + invoice
  detail for kundreskontra) with PDF routes for both ledgers.
- Both report views get a "Per datum" date control; the export menu
  offers PDF + Excel and passes the chosen date through.

Note: the PDF template deliberately avoids react-pdf's `break` prop:
it deadlocks layout when the section spills across pages (reproduced
at 40+ rows, documented in the template).

Fixes #1020
Fixes #1021

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-16 18:14:45 +02:00
Jakob WennbergandClaude Fable 5 f8611f2e89 fix(ui): use styled confirm dialog for salary and recurring-invoice destructive actions (#1036) 
* fix(ui): use styled confirm dialog for salary and recurring-invoice destructive actions

Replace native window.confirm() with the existing DestructiveConfirmDialog
/ useDestructiveConfirm() primitive at the six sites from #839: recurring
invoice schedule delete, employee deactivation, salary run draft delete,
remove employee from run, salary calendar bulk delete (all variant
'destructive'), and the nollkorning-to-review guard (variant 'warning').
Confirmation copy is preserved as the dialog description; new title keys
added to both messages/sv.json and messages/en.json.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(ui): lock delete and deactivate actions while the request is in flight

The styled confirm dialog resolves before the DELETE settles, so the
trigger button could be clicked again and fire a duplicate request.
Add an in-flight guard (deletingId / deactivating) and disable the
button until the request completes, mirroring the runNow pattern.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-16 18:14:34 +02:00
Jakob WennbergandClaude Fable 5 6bd85f94b6 fix(bookkeeping): editable verifikationstext on andringsverifikation (#1035) 
The correction header was always built server-side as
"Rattelse: <original description>". When the original entry was labelled
after the wrong account, the correction kept echoing that stale label even
after the user switched to the correct account (follow-up to the
line-description fix in #1029).

- CorrectJournalEntrySchema gains an optional trimmed description
- correctEntry() accepts options.description; blank or absent falls back
  to the canonical "Rattelse: <original>" auto text
- both correct routes (dashboard + v1, which share the schema) thread the
  description through
- CorrectionEntryDialog surfaces an editable verifikationstext field,
  pre-filled with the auto text; an untouched or cleared prefill is NOT
  sent, so the server-side fallback stays the source of truth (same
  only-overwrite-auto-filled principle as #1029)

Forward-only: already-posted corrections are immutable per BFL.

Fixes #1031

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-16 18:14:02 +02:00