5fc0be9ed7c5b0944da32301cf5bb6bafd593d2e
1282 Commits
| Author | SHA1 | Message | Date | |
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 Mattsson
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5fc0be9ed7 |
feat(webshop): generate orderunderlag and attach it to the verifikat at booking (#1899)
* feat(webshop): generate orderunderlag PDF and attach it to the verifikat at booking Booked webshop orders only carried the VAT split; the verifikat showed no product lines, customer or payment method although the sync already stores all of it in webshop_orders.line_items (#1881). - lib/webshop-orders/order-underlag.tsx: pure model builder + react-pdf template (order lines, customer, payment method, per-rate VAT summary, SEK conversion facts) + archiveWebshopOrderUnderlag, which renders and archives the PDF on the committed verifikat through uploadDocument (upload_source system, extraction none), mirroring archiveIssuedInvoicePdf. Never throws: the booking is immutable by then. - book route: archive after commitEntry; response gains underlag_archived. FX-retry now also syncs the in-memory row so the underlag shows the resolved SEK facts. - webshop_order added to NEEDS_DOC_SOURCE_TYPES and (new migration 20260825140000) to the verifikat_without_documents needs-doc list, so a failed attach or a historical booking surfaces on the saknar-underlag worklist. transactions_without_documents is deliberately unchanged. - tests: underlag model/render/archive unit tests, book-route archive and failure-isolation cases, pg test extended (per-source-type probe now covers webshop_order; explicit flagged/silenced pair). Fixes #1881 Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * chore(migrations): move webshop needs-doc migration after main's 20260825150000 Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * test(webshop): add manually_booked fields to the underlag order fixture Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(webshop): skeptic findings on the orderunderlag (#1881) Two refutations from the skeptic pass on PR #1899, both fixed: 1. Correctness: sv-SE Intl emits U+2212 MINUS SIGN for negatives, which Helvetica/WinAnsi PDF fonts drop silently, so refund and discount amounts on the archived underlag rendered as POSITIVE. formatAmount now replaces U+2212 with an ASCII hyphen (same guard as formatPdfCurrency), is exported, and is pinned by a regression test. 2. Regression: NEEDS_DOC_SOURCE_TYPES had two hardcoded copies that missed webshop_order, so flagged rows rendered without the "Underlag saknas" chip, waiver toggle, or batch-exempt selection, and the weekly missing-underlag push cron disagreed with the badge. The constant now lives in dependency-free lib/worklist/types.ts (client-safe), is re-exported from categories.ts, and both JournalEntryList.tsx and push-notifications/notification-scheduler.ts consume it instead of their own copies. Also: "Bokfört i SEK" reworded to "Motsvarande i SEK" (compliance skeptic observation: the dialog's lines are user-editable, so the underlag must state the order's conversion, not claim a booking fact). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Mattsson
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c6f2bebab9 |
fix(sie): selectable IB voucher series, smarter IB toggle on re-import, orphan-IB guard (#1896)
* fix(sie): selectable IB voucher series that never collides with the file's numbering The Ingående balanser voucher was hardcoded to series A and created before the file's vouchers, so it consumed the A series' next number and shifted every imported A voucher one number higher than in the source system (issue #1882). - IB voucher series is now selectable in the import wizard; the default is the first of M,O,P,Q,R,S,T,V,W,X,Y,Z not used by the file's #VER records (M matches the existing migration-adjustment series). - Plumbed end to end: wizard -> /api/import/sie/execute -> executeSIEImport, v1 REST options.openingBalanceSeries, MCP gnubok_import_sie opening_balance_series -> commitImportSie. - The wizard's 'Importera ingående balanser' toggle now defaults OFF when a posted IB voucher already exists inside the file's fiscal year, with a hint saying why. - Orphan-IB guard in executeSIEImport: replace_sie_import deletes only source_type='import' entries and clears the period's OB pointer, so a prior import's IB voucher survived every replace cycle and each re-import created another one (field report: five accumulated). The import now skips IB creation with a warning when a posted opening_balance entry already exists in the period. - MCP import_opening_balances default (false) vs web (true) documented as deliberate in the tool schema and DECISIONS.md. Fixes #1882 Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(sie): harden IB series fix after skeptic review (relink orphan, exclude fallback series, type-check option) Skeptic findings on PR #1896, all four blocking items: - Orphan-IB guard now relinks a single surviving opening-balance voucher as the period's OB entry (permitted by the immutability trigger while the pointer is NULL): without it, reports showed IB 0, year-end's duplicate-IB blocker never armed, and the manual IB flow could double-book. It also diffs the survivor's lines against the file's IB and calls out stale amounts in the warning instead of keeping them silently; reverseEntry clears the pointer again for the storno-then-reimport path. - Series-less #VER records resolve to the transaction fallback series at import time, so the IB default picker now treats that series as used by the file (the same #1882 shift pattern through the fallback). The wizard recomputes its IB default with the effective transaction series once loaded. - openingBalanceSeries is type-checked on the web execute route, the MCP stage, and the staged-operation commit: a non-string falls back to the default instead of crashing mid-import after side effects. - The wizard's IB series select flags series used by the file and shows an attention line when the chosen series collides; the engine warns when an explicitly chosen series collides with the file's series (the choice is honored). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(sie): uppercase caller-chosen IB series before persisting Swedish accounting review on PR #1896: a lowercase series from v1 or MCP was persisted as-is, booking a case-distinct parallel series next to its uppercase sibling (BFL 5 kap requires one systematic series) and slipping past the file-collision warning. Normalize centrally in executeSIEImport, the single funnel for web, v1, and MCP. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Mattsson
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79013cf092 |
feat(bookkeeping): guarded fiscal-year reset + findable Angra import (#1883) (#1897)
* feat(bookkeeping): guarded fiscal-year reset + findable Angra import (#1883) Two deliverables from the community report where a bad SIE test import left no way out short of deleting the company: A) Discoverability: the voucher list shows one attn line linking to /import?history=sie whenever the page contains import-sourced vouchers, and /import?history=sie deep-links straight into the fold-open SIE import history where per-import Angra already lives. B) Reset of an UNLOCKED fiscal year regardless of how the entries arrived: new reset_fiscal_year RPC (same gnubok.allow_delete escape hatch as undo_sie_import; no enforcement trigger touched) behind GET/POST /api/bookkeeping/fiscal-periods/[id]/reset and a typed type-the-year-name confirmation dialog on the fiscal years settings list. Refuses on: locked/closed year, company lock date over any part of the year, executed year-end, arsredovisning state, later year depending on this year's UB, VAT-declared evidence (vat_settlement verifikat, SKV lock/submit audit rows, extension workflow keys, fail closed) and AGI-declared months. Entries referenced by RESTRICT/NO ACTION FKs abort the whole reset (all-or-nothing). Documents are detached, never deleted (BFL 7 kap); every delete is audit-logged plus one behandlingshistorik summary row. Fixes #1883 Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(bookkeeping): harden fiscal-year reset after skeptic review (#1883) Blocking skeptic findings on PR #1897, one consolidated pass: - New snapshot blocker cross_year_reference: an entry outside the year whose correction_of_id / reverses_id / reversed_by_id points into the year made the delete crash with an uncaught P0001 (immutability trigger refusing the ON DELETE SET NULL referential UPDATE) after an eligible:true preview, and silently severed draft chains. 12 such chains exist in prod today. - New snapshot blocker rot_rut_state: a begaran om utbetalning that reached Skatteverket (submitted/paid/partially_paid/rejected) was silently unlinked via SET NULL, erasing the bokforing behind a filed and possibly decided myndighetsarende. - Rakenskapsinformation preservation (BFL 7 kap): line-level trigger audit rows carry no company_id and header rows no amounts, so a reset destroyed konton/belopp with no company-readable trace. The RPC now archives the full content of every verifikat in company-scoped RESET_SNAPSHOT audit rows before deleting (action added to audit_log_action_check, NOT VALID), and behandlingshistorik renders them. - Dimension registry lockstep on reset (mirrors undo_sie_import): flipped imports can never be undone again, so their dimensions/values would have been orphaned forever. - EXCEPTION WHEN raise_exception now returns a typed FISCAL_YEAR_RESET_LINKED_ENTRIES envelope instead of a bare 500; gnubok.allow_delete is cleared before leaving the guarded block. - Voucher-list attn line fires only for source_type 'import': opening_balance is also written by year-end closing and the manual IB flows, which mislabelled every year-2+ company as SIE-imported. - /import?history=sie now scrolls the SIE history into view. - Reset dialog copy (sv+en) discloses that linked invoices, payments and bank transactions become unbooked; new blocker strings in both locales. - pg fixture fix: document_attachments seeded without company_id (23502); new pg tests for both blockers, RESET_SNAPSHOT rows and the lockstep. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Mattsson
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77cacdcf34 |
feat(mcp): personal_number on gnubok_update_customer (#1876) (#1890)
gnubok_create_customer takes a personnummer (encrypted before approval) but gnubok_update_customer did not, so an existing customer whose personnummer sat in the org-number field could not be corrected via MCP. The REST PATCH already supports it; this closes the MCP/pending-operations gap across its three layers: - tool inputSchema: personal_number (string or null) on the strict whitelist. The tool validates the plaintext before any DB read and mirrors the REST PATCH semantics: masked echo (********-1234 or ********-????) = leave unchanged, explicit null = clear, absent = untouched. Setting is refused unless the row ends up as an individual (GDPR art. 5.1 c), including via a simultaneous type change. - CustomerChangesSchema: personal_number_encrypted (nullable, ciphertext shape per customers_personal_number_check 20260726110000). The plaintext key stays forbidden by .strict() and staging-pii-guard. - update executor: maps the staged ciphertext onto customers .personal_number (set/clear/leave), re-checks the individual-only rule against a tampered row, and returns only personal_number_masked. PII handling: the personnummer is encrypted at staging time (AES-256-GCM, same path as create); pending_operations params carry only the ciphertext and the approval preview only the masked form. Idempotency hashing switches to the masked preview for personnummer-bearing updates (random-IV ciphertext would break retries); other updates keep their previous hash identity. catalogVisibility stays 'search': tools/list is at its 59.95K token ceiling with zero headroom (see DECISIONS.md). Fixes #1876 Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Jakob Wennberg
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d80103a2f5 |
fix(skatteverket): skattekonto-OCR is 13 digits, and the AGI panel stops guessing that you have not signed (#1888)
* fix(skatteverket): skattekonto-OCR is 13 digits, and the AGI panel stops guessing that you have not signed Two reports from the same salary run (Fabian, Specific AI Sweden AB). 1. The payment file carried an OCR Skatteverket does not accept. generateSkattekontoOcr built the reference from the TEN-digit org number plus a Luhn check digit (11 digits). Skatteverket's reference is the TWELVE-digit identity plus a check digit: an organisationsnummer carries the "16" prefix, a personnummer its century. For 559547-0021 we emitted 55954700211 where Skatteverket prints 1655954700217. The twelve-digit form is the same "redovisare" identity the AGI and moms APIs take, so it now goes through the shared toRedovisare12 converter instead of a second local rule: the payment file and the declaration it pays must not disagree about who the taxpayer is. That needs the entity type, which the route now reads alongside org_number. The route also prefers saldo.ocrNummer from the cached skattekonto snapshot over the derived value. It is Skatteverket's own answer for the account we actually sync, it covers identities the converter has no rule for (samordningsnummer, GD-nummer), and it covers the companies whose companies.org_number has drifted from company_settings.org_number. 2. AGI status stayed on "väntar på BankID-signatur i Mina Sidor" after the user had signed. Reading the kvittens needs a live Skatteverket session, and the personal token lives ~65 minutes, so by the time anyone signs in Mina Sidor the 2-hourly kvittens cron finds a dead token and skips quietly. The panel kept asserting a state it could no longer observe. It now says so instead, and the reconnect action already on the panel is the fix: runPostConnectRefresh reconciles pending declarations on a fresh consent. sessionExpiredStatus also counts the needs_reconsent health flag, which a cron can set while the access token is still inside its hour; without it the panel reported a dead connection as healthy. Background reconciliation without a reconnect needs the läsombud grant, which is a registration decision and not part of this change. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> * docs(skatteverket): say why the entity_type collapse in the payment-file route is total companies.entity_type is NOT NULL with CHECK IN ('enskild_firma', 'aktiebolag'), so the ternary cannot silently mis-tag an enskild firma as a legal entity and give a personnummer the "16" prefix. Two review bots read it as an unguarded default; write down the constraint that makes it safe instead of leaving the next reader to re-derive it. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> * docs(decisions): record why the cached skattekonto OCR needs no freshness gate Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com> |
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Mattsson
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cbfb2201ff |
fix(rot-rut): surface drop-out reasons in payout request dialog and keep selectors usable (#1884) (#1891)
* fix(rot-rut): surface drop-out reasons in payout request dialog and keep selectors usable (#1884) Four silent drop paths made a paid RUT invoice invisible in the begaran dialog (neither eligible nor blocked), and the empty list hid the year picker so the dialog looked dead: 1. deduction lines without a header deduction_total: a second line-based candidate query now finds them and they block as DEDUCTION_TOTAL_MISSING (also at file generation: the 1513 receivable was never booked). 2. partially_paid with the customer share settled: remaining_amount = 0 (total - paid_amount - deduction_total, migration 20260817191708) now counts as paid in evaluateInvoiceForFile; a genuine partial blocks as NOT_PAID with the outstanding amount. 3. NO_DEDUCTION_OF_TYPE is no longer filtered out of blocked: the message points at the other type, and the dialog's empty state adds a switch-type hint. 4. invoices held by a generated/submitted begaran block as ALREADY_REQUESTED naming the request; decided requests stay omitted (finished business, visible in the history list). The dialog keeps the year picker rendered when the list is empty (current year as inert fallback) and opens the blocked list by default when nothing is eligible. Fixes #1884 Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(rot-rut): skeptic hardening: decided requests vanish on both tabs, customer share derived from header fields (#1884) Two skeptic refutations against the frozen PR head: 1. Regression: the wrong-type branch ran before the active-request lookup, so invoices of the OTHER type whose begaran was already decided resurfaced forever as NO_DEDUCTION_OF_TYPE in the opposite tab's blocked list, and the empty-state hint pointed at a tab where they never appear. The decided-request skip now runs first, on every tab. 2. Correctness: the paid gate and the NOT_PAID message trusted remaining_amount, but payment-sync's storno path recomputes it WITHOUT subtracting deduction_total, so the stored column can carry Skatteverkets 1513 share and the dialog could assert a wrong customer-outstanding figure. The gate now derives the customer share as total - paid_amount - deduction_total (the buildInvoiceWriteData / migration 20260817191708 formula) from fields every settlement path maintains. Tests pin both: decided+wrong-type omitted from both lists, corrupted remaining still classified and reported from the derived share. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * docs(rot-rut): align CANDIDATE_STATUSES comment with the derived-share gate (#1884) The skeptic-hardening commit moved the paid gate off remaining_amount to the derived customer share (total - paid_amount - deduction_total); the comment still named remaining_amount as the signal. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(rot-rut): explicit decided-status set + correction-path wording (#1884) Swedish accounting review findings on the candidate list: 1. The decided-begaran skip inferred 'decided' by exclusion (anything not generated/submitted), so a future request status would make an invoice vanish from both lists, exactly the silent drop the module forbids. DECIDED_REQUEST_STATUSES now names paid/partially_paid; any other status held by a request lands in blocked as ALREADY_REQUESTED with a generic message. Test pins it. 2. The DEDUCTION_TOTAL_MISSING message said only 'ratta fakturan', which could read as an invitation to edit a booked invoice directly. The invoice edit route already refuses sent/paid/booked invoices, and the message now names the sanctioned path: drafts edit directly, sent or paid invoices are corrected via credit note + new invoice. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Mattsson
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0bb482bf6e |
feat(bookkeeping): edit the lines of a proposed kontering (Andra rader) (#1894)
* feat(bookkeeping): edit the lines of a proposed kontering via Andra rader Proposal views (AI suggestion, static template, counterparty template with or without a line pattern) previously offered only accept-or-start-over: the verifikation preview was pure rendering and the only line-editable path was library templates. This adds an "Andra rader" affordance to the proposal view in QuickReviewDialog that hands the COMPUTED lines (accounts, SEK amounts, VAT legs, exactly what the preview shows) into TransactionBookingDialog / JournalEntryForm as an editable prefill, reusing the same initialLines mechanism library templates already use. - lib/bookkeeping/proposal-lines.ts: line computation extracted from JournalEntryPreview into computeProposalLines() (single source for preview and prefill, so they cannot drift) plus proposalLinesToFormLines() mapping to the JournalEntryForm prefill shape. The settlement leg is flagged so the booking dialog swaps in the transaction's resolved cash account and stamps currency metadata, mirroring buildInitialLinesFromTemplate. - JournalEntryPreview now renders computeProposalLines() output unchanged. - TransactionBookingDialog accepts proposalLines (takes precedence over preselectedTemplate); the booking still goes through JournalEntryForm's normal manual validation and the engine, no validation bypassed. - Ore rounding funnels through roundOre(); guard baseline ratcheted down. - New strings in messages/sv.json and messages/en.json (tx_quick_review). - Unit tests for all three proposal branches incl. VAT legs, reverse charge, multi-line patterns, 3740 rounding diff and FX metadata. Fixes #1878 Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(bookkeeping): make the Andra rader prefill engine-exact (skeptic findings) Three skeptics refuted the first cut of #1878: the extracted preview math was a lossy approximation of the engine, and making it bookable made every loss a real booking defect. This commit closes each refuted scenario by mirroring the exact engine path per proposal branch: - Balance: VAT is single-rounded and the net leg is gross minus that VAT (transaction-entries.ts semantics). Independently rounded net+VAT went off by 1 ore for 12% grosses at 14 mod 28 ore (e.g. 102.06, 100.94), prefillling an unbookable verifikat. - 'Ingen moms' deviation: the dialog resolves the UI 'none' sentinel via resolveExplicitVat before computing lines, so an explicit no-VAT choice prefills no VAT line instead of re-deriving the 25% category default into a bookable 2641 leg (ruta 48 inflation on e.g. loan repayments). - Ore parity: engineRound (plain Math.round(x*100)/100, matching the engine) replaces roundOre where the engine is naive; roundOre kept only where the engine uses it (category VAT leg). No more 1-ore drift between preview, prefill and the booked verifikat (8.62 RC, 34.30@12%). - Legacy counterparty pairs: new counterpartyLegacy mode mirrors the legacy booking path: reverse charge emits the 2645/2614 fiktiv-moms pair (previously dropped: an RC expense would have booked without fiktiv moms, understating rutor 30/48), VAT on expenses only, income gross, and sign-mismatched matches mirrored like buildLegacyMismatchResult. - Pattern mirror: sign-mismatched line patterns flip learned sides like buildMultiLineMappingResult; ratio allocation filters business/tax types. - Entity accounts: static template accounts resolve debit/credit_account_ab for aktiebolag (resolveTemplateAccountsForEntity), so an AB no longer previews or books EF-only accounts like 2013. - Settlement swap: only a literal-1930 settlement leg is swapped to the resolved cash account (applySettlementAccount parity); learned non-1930 money legs (1510/2440/2890/19xx) stay authoritative. - FX: QuickReviewDialog hands its enriched transaction row to the booking dialog so the settlement leg's exchange_rate metadata matches the rate the SEK amounts were computed with. 34 unit tests incl. every skeptic counterexample; guard baseline ratcheted to 622 (below main's 626). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(bookkeeping): line-pattern settlement leg uses the learned legacy pair (skeptic refutation) Two independent skeptics refuted the pattern branch: the engine books the money leg on the counterparty template's learned legacy account (credit for an expense, debit for an income, mirror-swapped, falling back to 1930), while the preview/prefill defaulted to 1930. A SIE-learned pattern settling on 2440 showed kredit 1930 in the preview but booked kredit 2440 on confirm. QuickReviewDialog now passes the learned pair raw (no entity resolution, engine parity) and computeProposalLines selects the settlement account exactly like buildTransactionEntryLines; the literal-1930 swap to the resolved cash account is unchanged. CodeRabbit findings declined deliberately (see DECISIONS.md): the 3740 rounding line keeps the engine's business-side placement for both diff signs (parity contract; an unbalanced set is rejected at commit), and the naiveOreRound baseline stays at 622 (engineRound is a documented parity exception). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Mattsson
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1f9578ca76 |
feat(woo): mark an order as already booked outside the integration (#1895)
* feat(woo): mark an order as already booked outside the integration Orders booked by hand before the store was connected sat under Att bokfora forever: the only exits were the book and create-invoice routes. - Migration: manually_booked_at/_by + optional manually_booked_journal_entry_id on webshop_orders (informational link, no financial freeze; the mark produced no accounting objects). - POST/DELETE /api/webshop-orders/[id]/mark-booked: mark with optional posted-verifikat reference (validated per company), conditional claim against concurrent booking/invoicing; unmark is a plain revert. - book and create-invoice routes refuse marked rows (409 WEBSHOP_ORDER_MANUALLY_BOOKED) and exclude them in their atomic claims. - List route: booked/unbooked filters treat a manual mark as a closed exit, so marked rows leave the Att bokfora tab and join Bokforda. - Orders page: row overflow menu with Markera som bokford / Angra markering, MarkOrderBookedDialog with a searchable candidate list of posted entries near the order date, muted status text linking to the referenced verifikat. Fixes #1879 Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(woo): close skeptic findings on the manual-booked mark - mark-booked applies the same open-twin gate as book/create-invoice: an OPEN legacy feed transaction blocks the mark (409 WEBSHOP_ORDER_LEGACY_TRANSACTION_OPEN); ignored or booked feed rows unlock it, so no open path to a duplicate remains. - ingest treats manually marked rows as frozen for drift purposes: remote financial deltas set remote_changed_after_freeze (same badge as booked rows) instead of silently refreshing the row under the user's assertion. - re-marking with a journal_entry_id updates the informational link instead of silently dropping it. - dialog: candidate amount computed from the returned lines (the list API does not return total_amount), newest-first ordering, cap hint. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * chore(migrations): bump webshop manual-booking migration past freshly merged 20260825120000 Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(woo): resolve PR review findings in one pass - freeze v3 migration: financial fields are frozen at the DB level while a row is manually marked as booked (review finding: the mark's freeze lived only in ingest.ts, so any other write path could silently mutate a marked row); unmark stays the escape hatch. pg test added. - pass the active locale to getErrorMessage in the orders page and MarkOrderBookedDialog (CodeRabbit: English users got Swedish errors). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Mattsson
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cd46d936f3 |
fix(bokforing): account search results in the booking dialog search field (#1877) (#1889)
* fix(bokforing): account search results in the booking dialog search field (#1877) The search field in the "Bokfor transaktion" dialog only matched template metadata, so typing an account number or name (e.g. active 5460 Forbrukningsmaterial) gave zero hits and no path to booking; the real account search was only reachable via the discreet "Bokfor manuellt" link. - TemplatePicker now also searches the company's active chart of accounts (reusing lib/bookkeeping/account-search.ts) and shows hits as a "Konton" result group; picking one routes into the same manual booking flow as "Bokfor manuellt" with the account prefilled on the counter line. - New buildActiveAccountIndex helper indexes chart rows active-only, so deactivated accounts never surface as bookable results. - searchTemplates additionally prefix-matches all-digit tokens against a template's business account (debit for expense, credit for income, both legs for transfers, AB variants included); the settlement leg is deliberately excluded so "1930" does not light up every template. - Library template search prefix-matches line accounts on all-digit queries. - Empty search results show a hint pointing at "Bokfor manuellt" for accounts outside the active chart; placeholder now says "Sok mall eller konto...". New strings in both messages/sv.json and messages/en.json. Fixes #1877 Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(bokforing): match only business lines when digit-searching library templates (#1877) CodeRabbit review on PR #1889: the all-digit library-template match also hit settlement and VAT lines, so searching "1930" lit up every user template with a bank settlement leg. Restrict the predicate to business lines, mirroring the static catalog's settlement-leg exclusion. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Jakob Wennberg
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e92365b86e |
feat(mcp): distribution polish for agent-first onboarding: CIMD, plugin start skill, bridge hint (#1814 PR 4) (#1866)
* feat(mcp): distribution polish for agent-first onboarding: CIMD, plugin start skill, bridge hint Fourth PR of agent-first onboarding (#1814). - The OAuth AS metadata advertises client_id_metadata_document_supported next to the existing `none` token auth, the pair Claude.ai, Claude Code and Codex look for to use CIMD instead of registering a DCR client per connection. authorize/token never keyed on client_id (the redirect-URI allowlist is the trust boundary), so nothing else changes; DCR stays for ChatGPT. - The plugin's start skill no longer sends a user without an account to the website: the /mcp OAuth screen creates the account, and a NO_COMPANY_YET briefing failure routes to the onboarding skill and accounted_create_company. README updated to match. - `npx accounted-mcp` without ACCOUNTED_API_KEY prints the OAuth alternative (Claude Code, Codex, Claude.ai connector) and that the account can be created on the sign-in screen; package README too. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018wCdzRTatKiDByKB8hCNT6 * fix(oauth): do not advertise CIMD until redirect URIs are matched against the client document CodeRabbit on #1866: advertising client_id_metadata_document_supported makes Claude and Codex send URL client_ids and expects an exact redirect_uri match against that document; the authorize endpoint only checks the global allowlist and never fetches client metadata. The flag is withheld until an SSRF-safe, cached CIMD fetch with exact redirect matching exists. DCR stays the registration path (stateless, so free). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018wCdzRTatKiDByKB8hCNT6 --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Jakob Wennberg
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31e0cd6e05 |
feat(onboarding): company setup from the conversation and POST /api/v1/companies (#1814 PR 3) (#1864)
* feat(onboarding): company setup from the conversation and POST /api/v1/companies Third PR of agent-first onboarding (#1814). Once connected, the agent can now set up a company end to end without the web wizard, and partner platforms can provision companies over REST. - create_company_for_user: service-role-only SECURITY DEFINER twin of create_company_with_owner taking the owner explicitly (service clients have no auth.uid()). pg-real test covers creation, role gating, unknown owner and foreign team. - lib/company/create-company.ts: the wizard's creation sequence (org number, TIC snapshot, BAS chart, settings, first fiscal period, tax deadlines, rollback) extracted into createCompanyCore; the Server Action delegates to it, behaviour unchanged. - lib/company/onboarding-input.ts: one Zod schema + planner for the agent/API paths; a VAT-registered company without moms_period is refused (a missing period silently yields zero VAT deadlines). - MCP: gnubok_create_company (two-phase: preview, then confirm=true; companies:write, company-independent), gnubok_connect_bank and gnubok_connect_skatteverket (status + the browser link, gated on bank_sync / skatteverket, search-only in the catalog), the "onboarding" skill, and initialize instructions pointing at it. - Consent page pre-ticks companies:write for an account with no company yet, so the setup does not dead-end on insufficient scope after signup. - POST /api/v1/companies (companies:write, dry-run aware) on the same core; scope map, registry, spec snapshot and the generated API skill updated. - tools/list payload ceiling raised 59.95K -> 60.4K for the one new default-catalog tool (documented in the guard). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018wCdzRTatKiDByKB8hCNT6 * fix(onboarding): explicit f_skatt, org number when VAT-registered, EF first year ends 31 Dec Review findings on #1864 (Swedish compliance review): - f_skatt is required, never defaulted to approved (SE-R-005 risk). - org_number is required when vat_registered: the invoice momsregistreringsnummer derives from it (ML 17 kap 24 §). - An enskild firma's first fiscal year must end on 31 December and its start month is forced to 1 even with first_fiscal_year set, mirroring the wizard's own rule text (BFL 3 kap. 1 §). - POST /api/v1/companies no longer claims Idempotency-Key support (the wrapper only honours it on company-scoped routes). - pg-real: createCompanyCore's chart seed runs under the real service_role, which the unit tests could not prove. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018wCdzRTatKiDByKB8hCNT6 * test(pg): starter chart has 41 accounts, assert non-empty The service_role chart-seed proof passed the part that mattered (no 42501 from seed_chart_of_accounts) and failed on a wrong row-count guess: the seeded chart is a curated starter set, not the full BAS list. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018wCdzRTatKiDByKB8hCNT6 * fix(migrations): move create_company_for_user to 20260825120000 main gained 20260824170000_bulk_book_transactions_service_actor.sql with the same version while this branch was open; two files on one version abort every Supabase branch apply and the prod auto-apply. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018wCdzRTatKiDByKB8hCNT6 * chore(api): refresh spec snapshot and generated skill after rebasing onto main Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018wCdzRTatKiDByKB8hCNT6 * fix(mcp): flat create_company result, refuse localhost connect links, test hygiene CodeRabbit on #1864: the confirmed-create result was wrapped in the { data, next } envelope while its outputSchema promised top-level fields; it now returns the fields with next as a sibling. The two connect-link tools refuse to build a link when NEXT_PUBLIC_APP_URL is unset instead of handing a remote user a localhost URL. Tests clear mocks and the event bus in beforeEach. Not changed: the rollback already survives user_preferences.active_company_id (that FK is ON DELETE SET NULL since 20260331010000), and v1 error details stay in the surface's English developer convention. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018wCdzRTatKiDByKB8hCNT6 --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Mattsson
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c121d27996 |
feat(whatsapp-inbox): instant checkmark reaction when a receipt lands (#1893)
Users standing at a register saw nothing until the detailed ack, which waits on extraction (10-60s) and reads as a black hole; failures could take minutes longer via the sweep. Now the webhook reacts with a U+2705 checkmark on the sender's own media bubble right after the durable row is persisted, so the 'correctly received' signal lands within seconds. - sendReaction in graph-api: best-effort like mark-read, never throws, no outbound row (a reaction is not a message in the conversation model) - gated on the chat MIME allowlist (moved to lib/chat-mime.ts so tests mocking process-inbound cannot lose it): junk earns M15, no checkmark - no reaction for unknown, muted, or redelivered (23505) messages - detailed M4/M5 combined ack and the one-message-per-burst design are unchanged Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Mattsson
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1fa34aa7ca |
feat(skatteverket): repair notification recipients + make the agent the SKV notification surface (#1887)
* feat(skatteverket): repair notification recipients + make the agent the SKV notification surface The company_members -> profiles!inner(email) PostgREST embed has no FK to traverse (company_members.user_id references auth.users), so it 400'd and silently killed all four notification emails since they shipped. Recipient lookup is now a shared two-step helper (lib/notifications/member-email): kvittens confirmations, skattekonto drift alerts (tax-contact routing preserved via the plural variant) and backup alerts deliver again. The connection-expired email is deleted instead of fixed: with SKV's 65-minute personal sessions it was one mail per connect (see DECISIONS.md); the event and needs_reconsent flagging stay. For MCP-first users the agent is the notification surface, so: - SKATTEVERKET_NOT_CONNECTED copy is now agent-directive: session expiry is normal (~1h by SKV design), only a person can reconnect with BankID, do not retry until they confirm. Inline strings (declaration-status, read routes, v1 pitfalls, accounted-api skill) aligned. - gnubok_get_agent_briefing gains an optional skatteverket_connection block (status/source/connected_at + directive message on needs_reconsent), emitted only when a connection or verified system grant exists, so agents warn the user at session start instead of failing mid-task. Payload bench ceiling bumped 59.95K -> 60.15K for the outputSchema contract. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(skatteverket): drift email resolves recipients via service client; review fixes The skeptic pass refuted the drift-email repair: skattekonto.drift_detected is emitted only by the nightly cron, and the extension registry builds each event handler a fresh ctx from the anonymous cookie client (or none at all on cookieless requests), so RLS returned zero company_members rows and the two-step lookup still resolved no recipient. The handler now builds its own service-role client, the same documented pattern as the retired connection-expired handler; drift tests exercise the handler without ctx, matching the cron reality. CodeRabbit findings: resolveMemberEmails pages both queries through fetchAllRows with stable ordering (PostgREST caps unpaged reads at 1000 rows); the v1 vat-declarations pitfall and regenerated accounted-api docs now name both auth paths (member BankID connection or verified ombud grant); the briefing's system-before-user priority carries a cross-reference to resolveReadAuth explaining why it is not reused. member-email.ts JSDoc states the service-role-client requirement (profiles RLS is own-row-only). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Jakob Wennberg
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f929b4b1d2 |
feat(mcp): lazy authentication so a client can connect before an account exists (#1814 PR 2) (#1892)
* feat(mcp): lazy authentication so a client can connect before an account exists Second PR of agent-first onboarding (#1814). A client with no token may now initialize, list the default catalog and call the three documentation tools (search_tools, list_skills, load_skill). Every other request keeps the transport-level 401 + WWW-Authenticate, which is what Claude, Claude Code and Codex turn into their Connect prompt; with #1855 the account is created inside that prompt, so the first protected tool call is the whole signup trigger. - The JSON-RPC body is parsed before auth so the method and tool name can decide whether a token is required. A tokenless unparseable body keeps the old 401 answer. - Anonymous callers get an 'anonymous' actor, an empty scope set, a not-connected variant of the initialize instructions, and the full default catalog from tools/list (the agent has to be able to name a protected tool to trigger the challenge). - Anonymous traffic is rate-limited per truncated IP via checkRateLimit; truncateIp moves to lib/api/ip.ts so the MCP server can use it without importing the v1 wrapper (which pulls lib/init and would cycle). - gnubok_list_skills is now company-independent and skips its two context lookups when there is no company (anonymous or not yet onboarded). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018wCdzRTatKiDByKB8hCNT6 * fix(mcp): gnubok_list_skills keeps its company_id argument as an optional-company tool Making list_skills company-independent (so anonymous callers can run it) silently dropped its company_id argument: a multi-company user asking for another company's skill list got the key default instead. Optional- company tools now advertise company_id and resolve (membership-checked) it when an authenticated caller names one; anonymous callers cannot. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018wCdzRTatKiDByKB8hCNT6 --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Jakob Wennberg
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a717f03898 |
feat(mcp-oauth): let an account with no company connect and sign up from the OAuth popup (#1814 PR 1) (#1855)
* feat(mcp-oauth): let an account with no company connect and sign up from the OAuth popup Identity unlock for agent-first onboarding (#1814, shape B+). A person with no Accounted account can now connect from an MCP client, create the account inside the Connect popup and finish the OAuth dance. - authorize/token no longer require a company: consent renders a companyless variant and the key is minted with company_id NULL. - validateApiKey returns companyId string|null and binds an unbound key to the user's first company on the first validation after it exists. - MCP server: company-dependent tools and data resources answer with a structured NO_COMPANY_YET error; the company-independent tools still run; telemetry skips when there is no company scope. - /api/events fails closed instead of throwing for an unbound key. - authorize forces TOTP enrollment (not just verification) for password accounts with no factor, since the middleware skips enrollment for zero-company users; BankID-linked accounts stay exempt. - /login forwards next to /register; register, GoogleAuthButton and /auth/callback carry it back to the consent page (callback honours only /api/mcp-oauth/authorize, via safeReturnTo); /mfa/enroll hard-navigates to /api/* destinations like /mfa/verify. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018wCdzRTatKiDByKB8hCNT6 * refactor(company): move getActiveCompanyId out of the next/headers module lib/auth/api-keys.ts needs the resolver for unbound-key binding, but lib/company/context.ts imports next/headers for the legacy company cookie and Turbopack refuses that import on some of api-keys' import paths (the preview build failed). The resolver and CompanyContextError now live in lib/company/active-company.ts; context.ts re-exports them so every caller and test mock is unchanged. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018wCdzRTatKiDByKB8hCNT6 * fix(mcp-oauth): fail closed on a failed assurance lookup; enroll Back aborts instead of looping Review findings on #1855: requireAal2 let consent through at AAL1 when getAuthenticatorAssuranceLevel() returned nothing and a verified factor existed. Only a positive AAL2 answer passes now; a failed lookup and the inconsistent verified-factor-at-AAL1 case both step up to /mfa/verify. Back on /mfa/enroll with the consent page as returnTo went straight back into the redirect loop; it now aborts to the app. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018wCdzRTatKiDByKB8hCNT6 --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Jakob Wennberg
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2a33291c18 |
fix(mcp): bulk-book titles that say what is approved, reject unknown parameters (#1856)
Two reports from the 08-24 feedback sweep (seq 261545):
- The bulk-book queue title (Samlingsverifikation: 1 transaktioner
2026-07-22) carried no amount, direction or counterparty; the CEO
approving from a phone could not tell what he authorised. Titles now
read: Samlingsverifikation -1 000,00 SEK 2026-05-12: NORDNET UTTAG
(+1 till). Same per-tx text the categorize titles already carry;
preview_data stays aggregate-only.
- gnubok_query_journal called with {query} instead of {text} silently
returned the whole journal. tools/call now rejects unknown top-level
parameters for every tool (all schemas declare additionalProperties:
false) with a VALIDATION_ERROR that lists the valid keys. company_id
stays tolerated everywhere. codedError is exported from
company-routing for the dispatcher.
The copy fixes this branch originally carried (scope-honest
list_pending_operations, BFL 5 kap 6 § on create_voucher, bank-movement
only on categorize/bulk_book) landed independently in #1844 and were
dropped on rebase; no catalog token change remains.
Claude-Session: https://claude.ai/code/session_01ScVhg6XsDtNXkiEQNV7LaZ
Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
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Jakob Wennberg
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43a569d248 |
fix(reconciliation): declutter the Avstämning header and quiet the underlag section (#1886)
The header keeps only the page scope (räkenskapsår, intervall); the Översikt/Matcha manuellt switch moves down to the body it switches, and the Bokslutsbilagor link sits under the account rail it summarizes. The underlag section is one quiet line when nothing is attached, lists files only when there are some, and comes after the numbers instead of before them. The native file input is display:none: sr-only still leaked the browser's "Ingen fil har valts". Claude-Session: https://claude.ai/code/session_01RvFveUpbdPBXdm7f5FEYoz Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Jakob Wennberg
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dc92fb5c0c |
fix(pending-ops): MCP approval of bulk-book works and failed approvals no longer consume the op (#1852)
* fix(pending-ops): MCP approval of bulk-book works and failed approvals no longer consume the op Feedback seq 261545 (deepCFO): approving a bulk_book_transactions op over MCP returned BULK_BOOK_UNAUTHORIZED, yet the op vanished from /pending with nothing booked; the user believed it had been approved. Two defects: 1. The bulk_book_transactions RPC gates on auth.uid(), which is NULL on the cookieless service client every MCP approval runs on, so EVERY API-key approval of a samlingsverifikat was refused. New migration 20260824170000 adds p_user_id, honored only for service_role callers (same gate as match_batch_allocate 20260817150000 and undo_sie_import); the executor passes the approving user, who is now also the actor stamped on the verifikat. pg-real test covers member/spoof/no-JWT/ grants like the precedent. 2. The dispatcher consumed the op on ANY executor error other than 404/ 409. An authorization refusal happens before any side-effect and says nothing about the op, so 401/403 now release the claim back to 'pending'. The executor maps RPC codes through the structured-error registry so 403/404/409 are distinguishable from 400. Every CommitResult carries operation_status (pending | committed | rejected | failed_partial), exposed on gnubok_approve_pending_operation, so agents stop inferring consumption from status 'failed'. Catalog token ceiling 59.95K -> 60K per the documented ratchet protocol. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01ScVhg6XsDtNXkiEQNV7LaZ * fix(pending-ops): revoke anon explicitly on the service-actor bulk_book signature Default privileges grant EXECUTE on new functions to anon; the pg-real grants test (mirroring match_batch_allocate) caught it. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01ScVhg6XsDtNXkiEQNV7LaZ --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Jakob Wennberg
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e35714518f |
fix(year-end): never seed opening balances into a non-adjacent period (#1849)
Feedback seq 249297: run_year_end on Räkenskapsår 2024/2025 seeded the closing balances into an existing 2026/2027 period and left no period at all for 2025/2026. Root cause: SIE import wires previous_period_id to the NEAREST later period regardless of gap (the company had an onboarding-seeded 2026/2027 when 2024/2025 was imported), and findNextPeriod trusted the chain unchecked. - findNextPeriod: a chained period is only the next period when it starts the day after the current one; otherwise log and fall through to the date lookup so year-end creates the contiguous period. - createNextPeriod: relink a successor that was chained across the gap onto the newly created period, healing the chain. - SIE import: wire predecessor and successor links only when date-adjacent. A gap stays unlinked until the missing year exists. Prod scan 2026-08-24: 40 non-adjacent links across 39 companies (mostly an old historical year chained to an onboarding-seeded current year). The read-side guard neutralizes all of them for year-end; the data repair is a separate, founder-approved step. The reporting company (23dc3c97) self-repaired the same evening via the fiscal-periods gap-fill route; the stray IB entry is reversed. Claude-Session: https://claude.ai/code/session_01ScVhg6XsDtNXkiEQNV7LaZ Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Jakob Wennberg
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3dce94d39e |
fix(bokslut): årsredovisning for a klarmarkerad year, bokslutsbilagor under Bokslut, bilagor reminder (#1875)
* fix(bokslut): årsredovisning for a klarmarkerad year, bokslutsbilagor under Bokslut in the menu, bilagor reminder on Kontroll A year closed in a previous system (Klarmarkera perioden) has no closing verifikat in these books by definition, so the statutory pre-closing guard in the trial balance has nothing to strip; it now lets that case through instead of failing the whole Årsredovisning page with a 500. Bokslutsbilagor now sits in the Bokslut fold of the menu (a byrå looks for the bilagor inside the bokslut module, not under Rapporter), and the wizard's Kontroll step says how many balance accounts are still unsigned per balansdagen with a link to the pärm. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01RvFveUpbdPBXdm7f5FEYoz * fix(nav): admit the bokslutsbilagor label key Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01RvFveUpbdPBXdm7f5FEYoz * feat(reconciliation): fold the manual accounts in the rail, with count and unsigned hint Twenty-odd balance accounts pushed the bank rows out of view on a migrated company. The group opens when a manual account is selected and otherwise remembers the last choice per browser. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01RvFveUpbdPBXdm7f5FEYoz --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Jakob Wennberg
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9ce1ebc65f |
feat(reports): bokslutsbilagor, the pärm per räkenskapsår (Reko bilagor, PR 4) (#1874)
* feat(reports): bokslutsbilagor, the pärm per räkenskapsår (Reko bilagor, PR 4) One bilaga per balance account as of the balansdag: IB, movement and UB from the trial balance, what it was reconciled against, the difference, the sign-off with who, when and note, and every attached file with its SHA-256; the closing checklist as the first page. JSON and PDF through /api/reports/bokslutsbilagor, in the reports library and on the Avstämning page, and written into every period folder of the full archive. Built from the attested rows, never by recomputing live status. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01RvFveUpbdPBXdm7f5FEYoz * fix(reports): load the pärm renderer on demand in the full archive so PDF stubs elsewhere keep working Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01RvFveUpbdPBXdm7f5FEYoz * fix(reconciliation): neutral rail dot for a manual account that is merely not attested yet An unsigned manual account without a system specification has nothing to compare against, so an amber dot read as a problem on every balance account of a freshly migrated company. Neutral until it is signed or a specification differs. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01RvFveUpbdPBXdm7f5FEYoz --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Jakob Wennberg
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c62321988b |
feat(reconciliation,bokslut): underlag on a balansdag + persisted closing checklist (Reko bilagor, PR 2 + PR 3) (#1873)
* feat(reconciliation): underlag on a balansdag, the files behind a sign-off (Reko bilagor, PR 2) A konsult attaches the kontoutdrag, engagemangsbesked or reskontralista an account was reconciled against to (account_key, through_date), before or after the sign-off, from every account body on the Avstämning page. Rows live in account_reconciliation_attachments (append-only, removal stamp by trigger, RLS like account_reconciliations), bytes in the documents bucket under the company prefix so its RLS applies unchanged, and the full archive copies them into bilagor/ with a hash manifest. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01RvFveUpbdPBXdm7f5FEYoz * fix(reconciliation): literal selects and payload in the attachments store so the phantom-column scanner can read them Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01RvFveUpbdPBXdm7f5FEYoz * feat(bokslut): persisted closing checklist and missing-fiscal-year warning (Reko bilagor, PR 3) (#1867) * feat(bokslut): persisted closing checklist and missing-fiscal-year warning (Reko bilagor, PR 3) The bokslut checklist is a catalogue in code with one state row per period (bokslut_checklist_items): the steps the system can judge (sign-offs through balansdagen, reskontra tie-outs, drafts, voucher gaps, trial balance) are computed live and a stored row only overrides them; the manual steps are the konsult's ticks, with who and when. It sits on the wizard's Kontroll step and is dumped into the full archive. A hole between fiscal years (one-file SIE migrations) is now named on the bokslut readiness screen and on the import result screen, where the next file is one click away. Non-adjacent period links are #1849's fix. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01RvFveUpbdPBXdm7f5FEYoz * fix(bokslut): count unexplained voucher gaps, literal select and payload for the checklist store Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01RvFveUpbdPBXdm7f5FEYoz --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Jakob Wennberg
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ebbdf96b74 |
feat(reconciliation): manual adapter for the whole balance sheet (Reko bilagor, PR 1) (#1854)
* feat(reconciliation): manual adapter so the whole balance sheet is reconcilable and signable (Reko bilagor, PR 1) Every class 1-2 account the bank and skattekonto adapters do not own now appears on the Avstämning page under "Övriga balanskonton" with IB, movement and UB through the balansdag, a system specification where one exists (1510 kundreskontra, 2440 leverantörsreskontra, 2920/2940 semesterlöneskuld) and, for every other account, the balance the signer states from their underlag at sign-off. Same three doors as before: dashboard routes, v1 API and the MCP tools take manual:<BAS> keys and an external_balance. The ledger side is computed per fiscal period via generateTrialBalance, never as an all-history sum: year-end re-books every balance account in an opening_balance verifikat, so an all-history sum counts a closed year twice. A stated external_balance is refused (EXTERNAL_BALANCE_NOT_ALLOWED) wherever the system already has an outside truth, so it can never hide a difference. No migration: account_reconciliations already accepts manual:NNNN keys. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01RvFveUpbdPBXdm7f5FEYoz * chore(api-skill): regenerate banking reference for the sign-off external_balance field Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01RvFveUpbdPBXdm7f5FEYoz --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Jakob Wennberg
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1e6e19afe9 |
feat(mcp): gnubok_reconcile_residual stages residual booking + link on a bank account (#1872)
The residual door existed for the page and the v1 API (#1862) but not for agents: an MCP client that found a 10 kr bank fee between a selection and its verifikat had to hand the last step back to the user. gnubok_reconcile_residual dry-runs lib/reconciliation/residual.ts at stage time (so zero / cap / direction / skattekonto refusals surface immediately), stages a reconciliation_residual operation with the would-book verifikat as the preview, and commitReconciliationResidual links and books on approval. Risk 'medium' (one typed verifikat bounded by RESIDUAL_MAX_AMOUNT, undone by storno + unmatch); scope transactions:write like the v1 route. The op type is added to the pending_operations CHECK (NOT VALID + VALIDATE pair, list verified against the live prod constraint 2026-08-25), and the tool joins the reconcile_month / close_period loadouts and the reconcile-month skill. Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Jakob Wennberg
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9ebb2e518f |
feat(reconciliation): absorb the last bank-view tools and retire /reports/bank-reconciliation (#1871)
The old Bankavstämning report page was the only place a user could still tag a bank row as ingående balans or move it to another bank account, so the new /reconciliation page kept linking out to it and the reconciliation lived in two places. Both row tools now live on the account overview (hover-revealed, same endpoints), the ?autorun=1 deep link from the transactions inbox runs the matcher on the new page, and the report slug redirects: old links, ⌘K, the bokslut readiness wizard and the ignore toast all land on /reconciliation. BankReconciliationView and its FocusedReport branches (own range preset, help popover, autoRun plumbing) are removed; the source-grepping parity test for its quick-book path goes with it. Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Jakob Wennberg
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d88df74b85 |
feat(reconciliation): residual booking + junction-aware bridge (#1862)
When the worksheet selection (N bank rows vs one verifikat) misses by a few kronor, 'Bokför mellanskillnaden som Bankavgift / Räntekostnad / Ränteintäkt / Öresavrundning och koppla' books the remainder on 6570 / 8410 / 8310 / 3740 against the bank account, links the rows to the main verifikat and anchors the residual verifikat through transaction_voucher_links. Bank accounts only (Skatteverket posts ränta and avgifter as rows of their own), capped at 5 000 kr, direction-checked against the kind; links are made first and undone if the booking is refused. Dashboard + v1 doors (transactions:write, Idempotency-Key, dry run), API skill regenerated. The bridge now treats transaction_voucher_links as links on both sides: migration 20260824190000 re-creates get_unlinked_gl_lines and get_account_gl_lines_for_matching to count junction-linked verifikat as matched (pg-real test), and the TS engine + items do the same for the transactions. This also stops bulk-booked samlingsverifikat from polluting the open buckets. 'Koppla bort' drops the junction rows too. Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Mattsson
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0a3cb1a31a |
fix(mcp): query_journal defaults to status 'all' so totals equal ledger balances (#1863)
* fix(mcp): query_journal defaults to status 'all' so totals equal ledger balances Posted-only was the default, but storno bookkeeping keeps both the reversed original and its posted storno on the account: one-leg sums are never balances. A customer's agent summed posted-only lines over a storno-heavy quarter, found phantom VAT residuals on 2614/2641/2645/2647 and asked support to revert correct books. - default status 'all' (posted + reversed), the same inclusion rule as trial balance, GL and SIE export - explicit 'posted'/'reversed' get status_filter_warning when the opposite leg exists in range (entry-level head count, advisory) - unknown status values now throw instead of matching nothing - sibling description trims fund the additions within the tools/list payload budget Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(mcp): make status_filter_warning claim strictly true, hint status:'posted' for tag preview Review feedback (PR Agent + skeptics): the entry-level opposite-status count cannot prove the line-filtered totals are wrong, so the warning now says one-leg totals CAN differ from balances; verb agrees with a count of one. tag_journal_lines preview hint tells agents to pass status:'posted' now that query_journal defaults to 'all'. Description trims keep the tools/list payload inside the budget guard. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(mcp): state the status_filter_warning count scope in the message CodeRabbit: the opposite-status count applies entry-level filters only, so say so in the warning instead of letting an account-scoped caller read the count as account-scoped. Line-level scoping declined as documented in DECISIONS.md (it would re-run the full line fetch). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Mattsson
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174f315d9c |
fix(documents): anchor underlag at deferred SI booking, sanctioned duplicate detach (#1860)
* fix(documents): anchor underlag at deferred SI booking, sanctioned duplicate detach Support case 2026-08-24: a verifikat booked from a leverantorsfaktura/utlagg stayed under 'Saknar underlag' with the PDF attached, and a twice-uploaded underlag could only be replaced, never removed. - POST /api/supplier-invoices/[id]/book now calls anchorSupplierInvoiceDocument() after the CAS link: the deferred (#967) flow was the last booking surface that never anchored the invoice's retained source document, so every missing-underlag surface kept flagging the registration verifikat until payment. - Repair migration 20260824150000 re-runs the 20260727180000 sweep for rows created since (idempotent, open unlocked periods only). - New detach_underlag_duplicate RPC (migration 20260824151000): the one sanctioned path to detach a redundant duplicate underlag from a posted verifikat. Guarded: writer role, open unlocked period, company lock date, at least one other anchored underlag must remain (BFL 5 kap 7 par), pinned docs (transactions/supplier_invoices.document_id) stay replace-only. Audit-logged first, transaction-local gnubok.allow_delete carve-out. The file is never deleted: it returns to the unlinked pool. - POST /api/documents/[id]/detach + 'Koppla bort dubblett' in the verifikat attachments blocked-dialog when the entry keeps 2+ direct docs (sv+en). - Tests: book-route anchor assertions, detach route unit tests, pg-real suite for the RPC incl. the direct-UPDATE-stays-blocked invariant. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(documents): harden detach_underlag_duplicate per skeptic findings - Require sha256 identity: detach only when a remaining anchored sibling carries the same immutable sha256_hash, so only byte-identical duplicates ever leave a verifikat (two different handlingar both stay behind the WORM guards). UI gates the button on the same condition. - Enforce the documented posted-status guard (reversed/cancelled verifikat refuse detach). - Set company_id on the RPC's audit_log row: the SELECT policy filters on company_id, so the provenance row was invisible to every reader (same defect 20260528120600 fixed for delete_last_voucher). - Swedish 403 message on the tenant guard (CodeRabbit). - pg tests: closed-period case now seeds open and closes via UPDATE (the period-lock trigger blocks seeding into a closed period), duplicate pairs share a hash, added non-duplicate and reversed-entry refusals, audit assertion pins the RPC's own row (description + company_id + actor). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Jakob Wennberg
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3edbf0a2e3 |
fix(agent): chat console keeps its thread across turns and reloads (#1859)
Three user-reported failures in the assistant panel, one root cause each: 1. "The chat asks what I'm referring to" when continuing a thread. The single-call console (general.help, AskConsole -> /api/agent/ask) was stateless since the 08-20 model-agnostic cutover: conversationId was only the tool actor id, so every turn was answered blind, reload or not. The provider-agnostic GenerateTextRequest gains an optional `history` (real message turns before the prompt, in both the Anthropic-family and the OpenAI-compatible adapter; absent/empty leaves the request byte-identical to the single-turn call). The route loads the thread's earlier turns server-side (loadChatHistory: text only, hidden and tool rows dropped, alternation repaired, newest 16 rows / 10k chars) before writing the new question, and hands them to the model. 2. A full page reload (the deploy prompt's "Ladda om") closed the docked panel and dropped the thread from view. The panel now remembers its open thread per tab in sessionStorage (lib/agent-panel/session-restore) and the provider reopens it on mount; the sheet loads it exactly like a pick from "Tidigare konversationer". Close and "Ny konversation" forget it; a thread that no longer opens is dropped instead of retried on every reload. 3. "Can't type any more" once the update banner shows. DeployReloadPrompt's full-width wrapper sits at z-[60] after the panel in DOM order and swallowed clicks on the panel's composer; only the card takes input now. Claude-Session: https://claude.ai/code/session_01VjoXN3xdNZrHZeYA6qMi3g Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Mattsson
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f75ea2384d |
feat(calendar): enable calendar sync for Viktiga datum (#1853)
Turns on the calendar extension (built Feb 2026, stripped in the 2026-03-02 production readiness deploy, never re-enabled): ICS feed settings, calendar workspace, subscribe button on the Viktiga datum page. Hardening before first real use: feed serve route now requires the creator to still be a company member (offboarding stops the feed); stable pagination (due_date + id, dedupe) on feed queries; fetches inside the logged try block; invoice events limited to sent/paid/partially_paid/overdue; event UIDs rebranded to accounted.se while zero feeds exist; APP_URL fallback fails closed in production; mobile stacking for the deadlines header; settings note that Google Calendar needs default notifications on subscribed calendars; calendar workspace aligned with the design system. Skeptic reviewed (3 refutations, all fixed) plus one compliance swarm finding (fixed). No migrations. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> |
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Jakob Wennberg
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4fb449a474 |
fix(reconciliation): bank tile says 'Rörelse på banken' with the in/ut/antal split (#1858)
'Banktransaktioner i perioden (netto)' made a bookkeeper's abstraction do the explaining; Jakob read it as gross activity. The tile now reads 'Rörelse på banken i perioden' and its sub-line shows the gross split behind the net (in · ut · antal transaktioner), so 'netto' needs no label. The bank status carries bank_transaction_inflow / _outflow / _count for it; the bridge line uses the same wording. Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Jakob Wennberg
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34ad1b1936 |
feat(reconciliation): manual N:1 matching: two-pane worksheet + group links (#1851)
'Matcha manuellt' as designed: outside rows on the left (multi-select), verifikat without an outside row on the right (single-select), the selection's arithmetic in the footer, and one Koppla that is enabled only when the difference is 0. Mode lives in the URL (?mode=match). Engine: a pair is now one OR MANY outside rows against one verifikat. Bank groups link per transaction (manualLink allows N:1 by design, so partial success is reported per row). Skattekonto groups go through the new linkSkattekontoRows: the verifikat's 1630 side must settle the sum, one guarded UPDATE links the whole group, and a partial hit is rolled back as LINK_RACE. 1:M stays UNSUPPORTED_PAIR_SHAPE until the residual link table (6c). v1 pitfalls + API skill regenerated. Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Mattsson
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4d6dd68df4 |
fix(mcp): surface BFL 5 kap 6 § underlag requirements in voucher and transaction tooling (#1844)
* fix(mcp): surface BFL 5 kap 6 § underlag requirements in voucher and transaction tooling Addresses a user report that the MCP surface treats document anchoring as optional convenience while the law treats it as mandatory: - create_voucher: description and inbox_item_id reframed as the compliant path for received handlingar; staging without a document now carries an advisory compliance_warning in the preview and a WARNING in the message (never blocks: IB/migration vouchers legitimately lack a kvitto). - High-risk approval guidance now tells the agent to surface any preview compliance_warning alongside the 5 kap 5 § irreversibility. - Approval-flow copy is scope-aware: staging responses and list_pending_operations explain that keys without pending_operations:approve (SoD) approve at /pending instead of hunting for a tool their catalog hides. - categorize/create/bulk_book transactions: state that a transaction models a cash-account movement and point cashless events (privat utlagg) at create_voucher instead of silently fabricating a bank line. - link_document_to_voucher: signposts the pre-posting inbox path. - /pending VoucherPreview shows an attn line when document_attached=false. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(mcp): entity-neutral utlagg hint, coherent no-document envelope, real attn styling Addresses the skeptic refutations on da811a58f: - categorize_transaction: drop the 6540/2893 example; 2893 is AB-only (EF books egen insattning 2013/2018 per category-mapping.ts) and a static description cannot know the entity type. - create_voucher: when inbox_item_id is supplied but the item has no stored document (document_id NULL, ON DELETE SET NULL), the will-text no longer claims an OCR attach and the compliance warning gets an inbox variant instead of a dead-end 'restage with inbox_item_id'. Pinned by a new test. - /pending VoucherPreview: use the AttnLine component (the bare 'attn' class does not exist) and conditional wording so IB/internal vouchers are not falsely flagged under BFL 5 kap 6 \u00a7. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(mcp): exempt IB vouchers from the underlag warning; UI mirrors the staged warning Swedish accounting review round 2: the warning keyed off document_attached alone, so migrated IB entries (and the /pending card for any old no-document row) were falsely flagged under BFL 5 kap 6 \u00a7. Staging now skips the complianceNote when is_opening_balance=true, and VoucherPreview gates on the staged compliance_warning instead of overloading document_attached, so the server owns the policy in one place. Pinned by a new IB test. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(mcp): trim two descriptions to fit the tools/list payload ceiling after merging main PR #1846 spent the 59,950 headroom; the merged state crossed by 7 tokens. Dropped the redundant filter enumeration from list_pending_operations (the schema documents the filters) and the dims-bags aside from bulk_book_transactions (the lines schema documents the bags). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Jakob Wennberg
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d2251736a2 |
fix(migrations): reconcile agi_tax_payment_format_pain001 to its applied version 20260824133122 (#1857)
Two repo migrations shared version 20260824120000 (#1829's match_batch_allocate_ore_settlement and #1845's agi_tax_payment_format_pain001). Prod's schema_migrations shows the AGI one applied as 20260824133122, so the repo had an orphan on prod and a duplicate version locally. Every Supabase preview branch since then fails with "duplicate key value violates unique constraint schema_migrations_pkey (20260824120000)" (seen on #1852). Content is untouched; only the filename now matches the version prod actually recorded, per the never-leave-remote-ahead rule. Claude-Session: https://claude.ai/code/session_01ScVhg6XsDtNXkiEQNV7LaZ Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Jakob Wennberg
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b41dbec098 |
fix(build): payment-file route returns a Uint8Array body, not a Buffer (#1850)
The zero-extensions build (tsconfig.build.json) rejects a Node Buffer as a Response body (TS2345: Buffer<ArrayBufferLike> is not assignable to BodyInit), which has made every PR's Core Build red since #1845 merged. Main's push CI does not run that job, so it only surfaced on PRs. Same pattern as the PDF/XLSX report routes. Claude-Session: https://claude.ai/code/session_01ScVhg6XsDtNXkiEQNV7LaZ Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Jakob Wennberg
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cef8206f83 |
feat(salary): skattekonto payment file as ISO 20022 pain.001 (#1845)
The tax payment file (skatt + arbetsgivaravgifter to Skatteverket BG 5050-1055) was Bankgirot LB only; banks that take pain.001 for salary, like SEB via file communication agreements, refuse the LB .txt. The route now accepts ?format=pain001 and generates the payment through the supplier-payment pain.001 generator, whose Swedish giro dialect (BG payee + SCOR OCR, Validex-validated) is exactly this payment shape. The TaxPaymentPanel gets the same format selector as the salary PaymentFilePanel, seeded from company_settings.preferred_payment_format, with the missing-sender warning per format (bankgiro for LB, IBAN for pain.001). A migration widens the tax_payment_file_format CHECK to admit 'pain001'; bg_lb stays the default for old clients. Claude-Session: https://claude.ai/code/session_01DUB7L8DbVP2icn8ZpoPkoE Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Jakob Wennberg
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1b54bcd4bd |
feat(reconciliation): inline automatic matcher + Oförklarat tooltip (#1843)
* feat(reconciliation): run the automatic matcher inline on the Avstämning page 'Matcha automatiskt' no longer sends the user to the bank report: it runs the dry-run on the page and renders the candidate pairs in the page's own paired-row grammar (voucher, date, confidence chip), applied per row or all strong ones at once (floor 0.85, re-enforced server-side via the run endpoint's intersection guard, same as the old view). The Oförklarat tile gets a '?' tooltip saying what the number means: 0 = everything explained even if rows remain to book; anything else = an inconsistency, look before trusting. First bite of absorbing the old bank view (manual N:M + residual booking and the redirect follow in 6b). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(reconciliation): add the col_proposal string the matcher preview references Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Jakob Wennberg
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0ed26c2eca |
fix(mcp,bookkeeping): FX-safe mapping-rule VAT + honest nullable output schemas (#1846)
Follow-up sweep to #1842 for sibling bugs of both classes. FX denomination (same defect as categorize's vat_amount): - mapping-engine buildResult computed input VAT, reverse-charge fiktiv moms AND the rutor 20-24 basbelopp pair from the transaction-currency amount while journal lines are SEK. Now resolved through the same lenient SEK ladder buildTransactionEntryLines uses for the gross. Reachable at the ledger only via env-gated auto-book (dev/test) and the mapping-rules evaluate API, but one flag from production. - categorize-core's header doc claimed transaction.amount already IS SEK; rewritten, it was license for exactly this bug class. Output-schema nullability (same defect as matched_supplier_id): - get_payslip.calculation_breakdown: returned as explicit null before calculation (the schema description even said so) but typed object. - get_document_content.mime_type/size_bytes: verbatim nullable columns. - export_sie: company_name nullable, and org_number was returned but never declared under additionalProperties:false, so strict clients failed EVERY successful export. - currency (two transaction listings) and voucher_series (verifikat listing): nullable columns with defaults, loosened defensively. - New declaration-pinning test in output-schema.test.ts. Known and deliberately not fixed here: skatteverket bank-counterpart hint compares a foreign amount to SEK (display-only, missed hint); own-account-detector cross-currency magnitude tie-break (heuristic); invoice-inbox still withholds rule proposals on foreign rows (guard can be lifted separately now that the defect it guards is fixed). Claude-Session: https://claude.ai/code/session_01ScVhg6XsDtNXkiEQNV7LaZ Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Mattsson
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0676f5a564 |
feat(bookkeeping): dashboard deep link filters verifikat utan underlag server-side (#1840)
* feat(bookkeeping): dashboard deep link filters verifikat utan underlag server-side The dashboard "Verifikat utan underlag" card (and the push-notification link) pointed at /bookkeeping?missingUnderlag=true, but nothing read the param: the user landed on the plain unfiltered ledger. The existing "Visa saknade underlag" toggle also only filtered the already-fetched page, so it could not represent the badge count across pages. - lib/bookkeeping/missing-underlag.ts: shared resolver of "posted verifikat lacking underlag" (document-requiring source types, no current-version document, no anchored supplier-invoice reference per BFL 5 kap 7 §, no exemption), extracted from the bulk "Inget underlag krävs" route so list, bulk remedy and dashboard badge share one predicate. - GET /api/bookkeeping/journal-entries?missing_underlag=true: resolves the full missing set server-side, applies the active sort stack, pages it, and returns the full-set count, fetching page rows in id chunks so the "Alla" page size cannot blow the PostgREST URL limit. - JournalEntryList: the toggle is now server-backed (refetch on change, honest count in the dialog badge); client-side re-filtering against late-arriving attachment counts removed. Deep-link arrival turns the filter on and scopes the visit to all fiscal years in memory only, matching the all-years badge count without touching the saved preference. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(bookkeeping): harden the saknade-underlag filter after skeptic review Three skeptic subagents refuted the first cut; this fixes every confirmed finding in one pass: - FyPicker: new suppressAutoRestore prop. The deep-link visit opens as "Alla räkenskapsår" in memory, and FyPicker's on-load restore of the persisted year (value === null) snapped the scope back right after load, desyncing the list from the all-years badge that launched it. Manual picks still persist as usual. - Voucher-label search: the resolver now carries the same parseVoucher OR-branch as the direct list path, so searching "A209" with the filter on finds verifikat A209 instead of silently returning 0 rows. - Staleness while the filter is on: batch exempt, the single-row "Inget underlag krävs" toggle, and a row gaining its first underlag now refetch in place so fixed rows leave the filtered list and the count stays honest (the pre-server-filter behavior). The attachment-driven refetch is guarded per entry id against predicate-disagreement loops. - Drafts view: the filter switch is disabled there; the predicate is posted-only and the badge would mislabel the draft count. - Perf: the bulk-exempt route resolves ids only, skipping the per-row total_amount computed column on its full post-import candidate scan. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(bookkeeping): keep the underlag resolver statically checkable The skeptic-fix commit tripped the phantom-column scanner ceiling (tests/schema/no-phantom-columns.test.ts, 382 > 380): a computed select() string and a runtime-built .or() are expressions the scanner cannot resolve against the schema. Restructured instead of raising the ceiling: the idOnly/full column choice is two literal select() calls behind a lazy branch, and a voucher-label search fans out to two statically-checkable candidate queries (description ilike, series+number eq) unioned by id, same semantics as before. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Mattsson
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2e669a64e3 |
fix(skatteverket): skip skattekonto rows without belopp instead of failing the whole sync (#1837)
* fix(skatteverket): skip skattekonto rows without belopp instead of failing the whole sync SKV's transaktioner response can contain a row without beloppSkatteverket despite the spec typing it as required. The row mapped to a NULL in the NOT NULL belopp_skatteverket column, so the batch upsert failed with 23502 and every sync for the company (post-connect, manual, nightly cron) died permanently on the same row. Filter out rows that cannot satisfy the table's NOT NULL columns before mapping, sync the rest, log one structured warn with the offending row as diagnostic, and report the count as skipped in the sync result. Skipping over coalescing to 0 kr is deliberate: an invented amount would be renderable, matchable and bookable. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(skatteverket): durable skipped-row trace in extension_data, minimized log Review batch for PR #1837: - Compliance swarm (GDPR Art.5(1)(c) high, ISO A.8.11 medium): the warn log no longer carries the raw SKV row; it logs status, missing fields, transaktionsidentitet and transaktionsdatum only. - Swedish accounting review (BFL 5 kap fullstandighet, BFNAR 2013:2 kap 8): skipped rows are now retained durably and queryably in the company-scoped extension_data key skattekonto_skipped_rows, raw payload included, overwritten each sync so a completed row self-clears the trace. - CodeRabbit: eventBus.clear() in beforeEach; new test case covering rows missing transaktionsdatum and transaktionstext; warn assertion retargeted to the minimized shape. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(skatteverket): uncapped skipped count, merge-history trace with truncation flag Second review cycle for PR #1837 (Swedish accounting review): - skipped now counts the full payload before the trace cap, and the trace record carries truncated: true (plus traceTruncated in the log) when entries had to be dropped past MAX_SKIPPED_ROWS_RETAINED. - The extension_data trace merges with the previous record instead of overwriting it: entries keep firstSeenAt/lastSeenAt, survive aging out of SKV's ~555-day window, and leave the trace only when their transaktionsidentitet arrives complete and lands in skattekonto_transactions (BFNAR 2013:2 kap 8 behandlingshistorik). - Tests: aged-out retention + id resolution, 60-row truncation case. Saldo-reconciliation finding dispositioned without code change: the existing drift detector already compares the unfiltered SKV saldo against GL 1630 and alerts, which covers a skipped row's balance effect. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Jakob Wennberg
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2860cd51b1 |
fix(mcp): vat_amount in transaction currency + nullable matched_supplier_id (#1842)
Two MCP-agent-reported bugs (feedback seq 254607, 261972; also reported by mail): - categorize_transaction validated vat_amount against the transaction- currency gross but posted the raw figure as SEK: a 15.87 USD override on a 79.34 USD Stripe payment booked 15.87 kr to 2611 instead of ~150.92 kr, and the entry still balanced so nothing could catch it. buildMappingResultFromCategory now resolves the same SEK value the line builder uses for the gross and books ALL VAT figures off it: the override (scaled by the settlement ratio), the auto-derived rate VAT, and reverse-charge fiktiv moms, which had the same defect for every foreign-currency transaction. SEK transactions are unchanged. The vat_amount schema now states the denomination; the override bound error names the currency. - complete_document_upload / upload_document declared matched_supplier_id as a bare string while unmatched uploads correctly return null, so strict clients failed every successful unmatched upload and tripped the caller's circuit breaker. The schema is now ['string', 'null'], matching the runtime. Catalog token ceiling 59.9K -> 59.95K per the documented ratchet protocol (prose trimmed to the floor first; headroom was ~19 tokens). Claude-Session: https://claude.ai/code/session_01ScVhg6XsDtNXkiEQNV7LaZ Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Mattsson
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7db47defbc |
fix(deps): override html-to-text to 10.0.1 to clear CVE-2026-40345 (#1832)
Trivy's daily sca scan fails on deepmerge-ts 7.1.5 (HIGH, fixed in 8.0.0), pulled in via mailparser's exact pin on html-to-text 10.0.0. Upstream html-to-text 10.0.1 is a patch release that bumps deepmerge-ts to ^8.0.1; the override lifts it to 8.0.2. Only consumer is mailparser's simpleParser in the invoice-inbox extension. Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Jakob Wennberg
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150e2a3f14 |
feat(reconciliation): agent surfaces, skattekonto notice, bank icons and fair sync order (#1836)
* feat(reconciliation): skattekonto bridge engine, sync-time twin proposals, account-keyed facade The engine half of the reconciliation page (design: Avstämningsmotorn). - lib/reconciliation/skattekonto-reconciliation.ts: getSkattekontoReconciliationStatus anchors at the saldo snapshot and returns the bridge (saldo hos Skatteverket, händelser som saknas, 1630-rader utan händelse, ignorerade, ingående skillnad, bokfört), the item buckets the page shows (proposed, unmatched external, unmatched ledger, matched, ignored, upcoming), opening_difference, unexplained_difference (0,00 by construction when data is consistent), dead-link handling (a link to a reversed/draft entry counts as unlinked and is flagged), awaiting_external for ledger lines within 5 days of the snapshot, staleness, and a window that scopes item lists without hiding older rows. Core reads skattekonto_transactions and the extension's snapshot row directly; no @/extensions import. - lib/reconciliation/gl-balance.ts: one ledger-balance helper with the trial-balance predicate status IN (posted, reversed). The drift check summed posted only, which misstated 1630 for any company with a storno on the account; skattekonto-drift.ts now delegates to the helper. - Proposals at sync: migration 20260823120000 adds suggested_journal_entry_id / suggested_at (ON DELETE SET NULL, partial index on open rows); the sync calls refreshSkattekontoProposals after the upsert. findMatchSuggestionsBulk now assigns one-to-one across rows (AGI period first, then nearest date) and falls back to an entry whose 1630 lines net to the amount (split lines); a proposal is never a link. - lib/reconciliation/service.ts + schemas.ts: the account-keyed facade (bank:<cash_account_id> | skattekonto | manual:NNNN) with listReconciliationAccounts (enabled cash accounts folded per IBAN, skattekonto when configured) and getAccountStatus dispatching to the bank engine or the new one; shared Zod shapes for the v1 registry, MCP schemas and the UI (PR 2). Tests: identity on a mixed fixture, storno pair, stale snapshot, awaiting window, window scoping, failed ledger read, live-linked entries never proposed; matcher one-to-one and split-line cases; proposal refresh writes/clears; service dedupe and dispatch. No UI in this PR. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(reconciliation): roundOre instead of inline öre rounding (guard ratchet) The antipattern ratchet counts Math.round(x*100)/100; the new engine used it in five places. Switch to roundOre from @/lib/money and ratchet the baseline down by the three occurrences this removes net of the matcher rewrite. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(reconciliation): three doors over one engine: dashboard routes, v1 API and MCP tools for account-keyed reconciliation PR 2 of the Avstämning build (design: Avstämning via API och MCP). Every door calls lib/reconciliation/{service,items,actions}.ts; none re-implements a link. - lib/reconciliation/items.ts: listAccountItems per account_key, the page's buckets (proposed, unmatched_external, unmatched_ledger, matched, ignored, upcoming), limit/offset; skattekonto from the engine, bank from the scoped transactions + unlinked GL lines (netted per entry). - lib/reconciliation/actions.ts: matchPairs (pairs or use_proposals, dry run, partial success with codes), unmatchLink, setItemIgnored; emits reconciliation.matched / reconciliation.unmatched. - lib/skatteverket/skattekonto-link.ts: canonical core link semantics for a skattekonto row (single line or entry net on 1630, live-link guard, race-safe update, unlink, ignore); the extension keeps its own matchSkattekontoToEntry until its tests are ported. - Dashboard routes /api/reconciliation/accounts[...]: list, status, items, links (POST), links/{linkId} (DELETE), items/{itemId}/ignore (POST); apply directly (a human clicked). - v1 routes /api/v1/companies/{id}/reconciliation/accounts[...]: same six, withApiV1, new scopes reconciliation:read / reconciliation:write (write is a staging scope for SoD), Idempotency-Key + dry_run on writes, registered for OpenAPI, load-routes, skills/accounted-api regenerated. Legacy bank routes and their transactions:* scopes unchanged. - MCP: gnubok_get_reconciliation_status takes account_key (legacy bank path untouched), new gnubok_list_reconciliation_items (default catalog), gnubok_reconcile_match (stages reconciliation_match, preflight = status) and gnubok_reconcile_unmatch (stages reconciliation_unmatch), both search-only to stay under the tools/list payload ceiling; gnubok_link_transaction_to_journal_entry moved to search. Executors in commit.ts; risk tiers medium/low; migration pair 20260823130000/130001 adds the two op types to the CHECK constraint (value list = live prod as of 2026-08-23 + the two); close_period loadout updated. Tests: service/actions/items/link unit tests, v1 route tests (401/403/400/404/ happy, idempotency, dry run), dashboard route tests, MCP tool tests + the guard suite (payload ceiling, descriptions, staging meta, qualified ids). Guards and apiskill:check green; no type errors in changed files. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(reconciliation): refresh the v1 spec snapshot and keep the ignore update readable by the phantom-column guard The six new v1 reconciliation endpoints and the two new scopes were not recorded in the spec snapshot, and setSkattekontoRowIgnored updated through one conditional payload, which the phantom-column scanner cannot read (ceiling 380 -> 381). Two literal payloads instead; snapshot updated. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(reconciliation): the Avstämning page, one body for every account with an outside truth /reconciliation in Arbeta (after Transaktioner), on the approved layout: an account rail on the left (bank accounts and the skattekonto, logo or monogram, last fetch, status dot, URL-owned selection), and for the selected account four tiles (outside, ledger, difference, unexplained), the bridge that explains the difference, an actions row (link the proposed pairs, book the unbooked skattekonto events, run the bank matcher) and a full-width table banded by bucket with proposal rows linkable one by one. Every read and write goes through the PR 2 dashboard routes, so the page shows exactly what the v1 API and the MCP tools see. Also: nav item, command palette entry, sv/en strings. Period picker, manual match mode and sign-off are deliberately not here (PR 4/5). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(reconciliation): sign-off, period picker, Hem row and the three doors for it "Markera som avstämd t.o.m. <datum>" as an append-only attestation: account_reconciliations (who signed which account through which date, with the numbers as they stood; reopen stamps instead of deletes; RLS members write as themselves, viewers read). Policy in one place (lib/reconciliation/signoff.ts): refused with an unexplained difference unless forced with a note, refused past today or past the skattekonto snapshot, refused at or before an active sign-off; reopen is the undo. Every status read now carries the latest active sign-off and the rail shows "avstämt t.o.m.". Three doors: dashboard routes (GET/POST .../signoff, POST .../reopen), v1 (same, scope reconciliation:signoff, Idempotency-Key, dry-run, registry + regenerated API skill), MCP gnubok_reconcile_signoff (search catalog, stages reconciliation_signoff after a policy dry run; executor + risk tier + op-type CHECK migration pair). Events reconciliation.signed_off / reconciliation.reopened, and the four reconciliation events join the public webhook set (additive; API version unchanged, changelog section added). Page: räkenskapsår + range picker in the header (own preset memory, opens on this month) scoping the bridge, the items and the default sign-off date; sign-off dialog with the forced-with-note path; reopen on hover. Hem: worklist category reconciliation_due ("Konton att stämma av"), zero until the company has signed anything off. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(reconciliation): classify reconciliation:signoff as a tenant write for the MCP role guard gnubok_reconcile_signoff carries the deliberately separate reconciliation:signoff scope; the central viewer guard keys on the :write/:approve/:manage suffixes, so a viewer could reach the tool (RLS would still refuse the row, but the guard is the intended layer). Add :signoff to the classifier; the strictness test that caught it now passes. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(providers): serve local rate-limiter waiters in arrival order Two callers that both found the in-memory bucket empty each set their own timeout; the timeouts expired at the same instant from different timer lists and which woke first was platform-dependent. hydrateInvoices relies on "started first, requested first" to serve open invoices before paid ones, so lib/providers/__tests__/hydrate-invoices.test.ts flipped on CI (twice on #1817) while holding locally. A promise queue makes the local waiters FIFO without changing the rate; the Upstash path is untouched. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> (cherry picked from commit 14a7599bf2c6fa7f97de6ffab3dc4cf4d0e1827d) * feat(reconciliation): agent surfaces: summary resource, attention category, reconcile-month skill, skattekonto notice, fair sync order Accounted://reconciliation/summary: every reconcilable account with its state, unexplained difference, open counts, last fetch and latest sign-off, plus a next step; the rail as a resource, on the same service function the page and v1 use. Accounted://attention gains reconciliation_due (shared predicate with the Hem row). A reconcile-month workflow skill and the reconcile_month loadout describe the account-keyed flow (summary -> bridge -> buckets -> sign-off). The skattekonto sync persists its reconciliation summary (skattekonto_reconciliation_latest) so the new Hem notice skv_unexplained ("Skattekontot stämmer inte med bokföringen: X är oförklarat", link to /reconciliation?account=skattekonto) costs one small read instead of a bridge computation per render; it honours the drift tolerance and its id carries the whole-krona amount so öre noise never resurfaces a dismissal. The skattekonto sync cron orders eligible companies by stalest sync (never-synced first) before its per-run cap, so the tail is no longer starved by a fixed order. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * chore: retrigger preview build (builder OOM during Running TypeScript, not the diff) * fix(reconciliation): visual pass round 1: full-width table, bank tile shows the period sum From Jakob's first look at the page on real data: - The items table now spans the full page width (the approved layout); the rail + tiles + bridge + actions stay in the two-column grid above it, which now lives inside AccountOverview (the rail rides in as a prop) so the table can break out below. - The bank account's first tile said "okänt": it read external_balance (the reported bank balance, often unknown) while its label says Banktransaktioner i perioden. It now shows the bridge's period sum, matching the label, the difference and the bridge line. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(reconciliation): bank brand icons in the rail The rail resolves each bank account's icon from its connection's bank_name (falling back to the account name) against square brand icons committed under public/logos/banks/: the set covers every bank with a live connection in prod as of 2026-08-24 (SEB, Lunar, Handelsbanken, Swedbank, Nordea, Svea, Länsförsäkringar, Revolut, Wise, Danske, Klarna, Northmill, PayPal, plus Stripe for named accounts). Word-boundary matching so lookalike names never hijack a logo; anything unmatched (the small sparbanker, file imports) keeps the monogram. The skattekonto already had its Skatteverket mark. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(reconciliation): label the bank period sum as netto Jakob read 'Banktransaktioner i perioden 399 941 kr' as gross activity (his is ~1,9 MSEK) and rightly asked why it was so low: the value is the net movement (in - out), which is what the bridge compares against the net booked movement on the ledger account. Verified against raw prod data (237 rows, 1 169 126,40 in, -769 185,04 out = 399 941,36). The tile and the bridge line now say '(netto)' / '(net)'. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Jakob Wennberg
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f40795896f |
feat(reconciliation): sign-off, period picker, Hem row and the three doors for it (#1835)
* feat(reconciliation): skattekonto bridge engine, sync-time twin proposals, account-keyed facade The engine half of the reconciliation page (design: Avstämningsmotorn). - lib/reconciliation/skattekonto-reconciliation.ts: getSkattekontoReconciliationStatus anchors at the saldo snapshot and returns the bridge (saldo hos Skatteverket, händelser som saknas, 1630-rader utan händelse, ignorerade, ingående skillnad, bokfört), the item buckets the page shows (proposed, unmatched external, unmatched ledger, matched, ignored, upcoming), opening_difference, unexplained_difference (0,00 by construction when data is consistent), dead-link handling (a link to a reversed/draft entry counts as unlinked and is flagged), awaiting_external for ledger lines within 5 days of the snapshot, staleness, and a window that scopes item lists without hiding older rows. Core reads skattekonto_transactions and the extension's snapshot row directly; no @/extensions import. - lib/reconciliation/gl-balance.ts: one ledger-balance helper with the trial-balance predicate status IN (posted, reversed). The drift check summed posted only, which misstated 1630 for any company with a storno on the account; skattekonto-drift.ts now delegates to the helper. - Proposals at sync: migration 20260823120000 adds suggested_journal_entry_id / suggested_at (ON DELETE SET NULL, partial index on open rows); the sync calls refreshSkattekontoProposals after the upsert. findMatchSuggestionsBulk now assigns one-to-one across rows (AGI period first, then nearest date) and falls back to an entry whose 1630 lines net to the amount (split lines); a proposal is never a link. - lib/reconciliation/service.ts + schemas.ts: the account-keyed facade (bank:<cash_account_id> | skattekonto | manual:NNNN) with listReconciliationAccounts (enabled cash accounts folded per IBAN, skattekonto when configured) and getAccountStatus dispatching to the bank engine or the new one; shared Zod shapes for the v1 registry, MCP schemas and the UI (PR 2). Tests: identity on a mixed fixture, storno pair, stale snapshot, awaiting window, window scoping, failed ledger read, live-linked entries never proposed; matcher one-to-one and split-line cases; proposal refresh writes/clears; service dedupe and dispatch. No UI in this PR. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(reconciliation): roundOre instead of inline öre rounding (guard ratchet) The antipattern ratchet counts Math.round(x*100)/100; the new engine used it in five places. Switch to roundOre from @/lib/money and ratchet the baseline down by the three occurrences this removes net of the matcher rewrite. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(reconciliation): three doors over one engine: dashboard routes, v1 API and MCP tools for account-keyed reconciliation PR 2 of the Avstämning build (design: Avstämning via API och MCP). Every door calls lib/reconciliation/{service,items,actions}.ts; none re-implements a link. - lib/reconciliation/items.ts: listAccountItems per account_key, the page's buckets (proposed, unmatched_external, unmatched_ledger, matched, ignored, upcoming), limit/offset; skattekonto from the engine, bank from the scoped transactions + unlinked GL lines (netted per entry). - lib/reconciliation/actions.ts: matchPairs (pairs or use_proposals, dry run, partial success with codes), unmatchLink, setItemIgnored; emits reconciliation.matched / reconciliation.unmatched. - lib/skatteverket/skattekonto-link.ts: canonical core link semantics for a skattekonto row (single line or entry net on 1630, live-link guard, race-safe update, unlink, ignore); the extension keeps its own matchSkattekontoToEntry until its tests are ported. - Dashboard routes /api/reconciliation/accounts[...]: list, status, items, links (POST), links/{linkId} (DELETE), items/{itemId}/ignore (POST); apply directly (a human clicked). - v1 routes /api/v1/companies/{id}/reconciliation/accounts[...]: same six, withApiV1, new scopes reconciliation:read / reconciliation:write (write is a staging scope for SoD), Idempotency-Key + dry_run on writes, registered for OpenAPI, load-routes, skills/accounted-api regenerated. Legacy bank routes and their transactions:* scopes unchanged. - MCP: gnubok_get_reconciliation_status takes account_key (legacy bank path untouched), new gnubok_list_reconciliation_items (default catalog), gnubok_reconcile_match (stages reconciliation_match, preflight = status) and gnubok_reconcile_unmatch (stages reconciliation_unmatch), both search-only to stay under the tools/list payload ceiling; gnubok_link_transaction_to_journal_entry moved to search. Executors in commit.ts; risk tiers medium/low; migration pair 20260823130000/130001 adds the two op types to the CHECK constraint (value list = live prod as of 2026-08-23 + the two); close_period loadout updated. Tests: service/actions/items/link unit tests, v1 route tests (401/403/400/404/ happy, idempotency, dry run), dashboard route tests, MCP tool tests + the guard suite (payload ceiling, descriptions, staging meta, qualified ids). Guards and apiskill:check green; no type errors in changed files. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(reconciliation): refresh the v1 spec snapshot and keep the ignore update readable by the phantom-column guard The six new v1 reconciliation endpoints and the two new scopes were not recorded in the spec snapshot, and setSkattekontoRowIgnored updated through one conditional payload, which the phantom-column scanner cannot read (ceiling 380 -> 381). Two literal payloads instead; snapshot updated. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(reconciliation): the Avstämning page, one body for every account with an outside truth /reconciliation in Arbeta (after Transaktioner), on the approved layout: an account rail on the left (bank accounts and the skattekonto, logo or monogram, last fetch, status dot, URL-owned selection), and for the selected account four tiles (outside, ledger, difference, unexplained), the bridge that explains the difference, an actions row (link the proposed pairs, book the unbooked skattekonto events, run the bank matcher) and a full-width table banded by bucket with proposal rows linkable one by one. Every read and write goes through the PR 2 dashboard routes, so the page shows exactly what the v1 API and the MCP tools see. Also: nav item, command palette entry, sv/en strings. Period picker, manual match mode and sign-off are deliberately not here (PR 4/5). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(reconciliation): sign-off, period picker, Hem row and the three doors for it "Markera som avstämd t.o.m. <datum>" as an append-only attestation: account_reconciliations (who signed which account through which date, with the numbers as they stood; reopen stamps instead of deletes; RLS members write as themselves, viewers read). Policy in one place (lib/reconciliation/signoff.ts): refused with an unexplained difference unless forced with a note, refused past today or past the skattekonto snapshot, refused at or before an active sign-off; reopen is the undo. Every status read now carries the latest active sign-off and the rail shows "avstämt t.o.m.". Three doors: dashboard routes (GET/POST .../signoff, POST .../reopen), v1 (same, scope reconciliation:signoff, Idempotency-Key, dry-run, registry + regenerated API skill), MCP gnubok_reconcile_signoff (search catalog, stages reconciliation_signoff after a policy dry run; executor + risk tier + op-type CHECK migration pair). Events reconciliation.signed_off / reconciliation.reopened, and the four reconciliation events join the public webhook set (additive; API version unchanged, changelog section added). Page: räkenskapsår + range picker in the header (own preset memory, opens on this month) scoping the bridge, the items and the default sign-off date; sign-off dialog with the forced-with-note path; reopen on hover. Hem: worklist category reconciliation_due ("Konton att stämma av"), zero until the company has signed anything off. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(reconciliation): classify reconciliation:signoff as a tenant write for the MCP role guard gnubok_reconcile_signoff carries the deliberately separate reconciliation:signoff scope; the central viewer guard keys on the :write/:approve/:manage suffixes, so a viewer could reach the tool (RLS would still refuse the row, but the guard is the intended layer). Add :signoff to the classifier; the strictness test that caught it now passes. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(providers): serve local rate-limiter waiters in arrival order Two callers that both found the in-memory bucket empty each set their own timeout; the timeouts expired at the same instant from different timer lists and which woke first was platform-dependent. hydrateInvoices relies on "started first, requested first" to serve open invoices before paid ones, so lib/providers/__tests__/hydrate-invoices.test.ts flipped on CI (twice on #1817) while holding locally. A promise queue makes the local waiters FIFO without changing the rate; the Upstash path is untouched. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> (cherry picked from commit 14a7599bf2c6fa7f97de6ffab3dc4cf4d0e1827d) --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Jakob Wennberg
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c609dbb228 |
feat(reconciliation): the Avstämning page: one body for every account with an outside truth (#1834)
* feat(reconciliation): skattekonto bridge engine, sync-time twin proposals, account-keyed facade The engine half of the reconciliation page (design: Avstämningsmotorn). - lib/reconciliation/skattekonto-reconciliation.ts: getSkattekontoReconciliationStatus anchors at the saldo snapshot and returns the bridge (saldo hos Skatteverket, händelser som saknas, 1630-rader utan händelse, ignorerade, ingående skillnad, bokfört), the item buckets the page shows (proposed, unmatched external, unmatched ledger, matched, ignored, upcoming), opening_difference, unexplained_difference (0,00 by construction when data is consistent), dead-link handling (a link to a reversed/draft entry counts as unlinked and is flagged), awaiting_external for ledger lines within 5 days of the snapshot, staleness, and a window that scopes item lists without hiding older rows. Core reads skattekonto_transactions and the extension's snapshot row directly; no @/extensions import. - lib/reconciliation/gl-balance.ts: one ledger-balance helper with the trial-balance predicate status IN (posted, reversed). The drift check summed posted only, which misstated 1630 for any company with a storno on the account; skattekonto-drift.ts now delegates to the helper. - Proposals at sync: migration 20260823120000 adds suggested_journal_entry_id / suggested_at (ON DELETE SET NULL, partial index on open rows); the sync calls refreshSkattekontoProposals after the upsert. findMatchSuggestionsBulk now assigns one-to-one across rows (AGI period first, then nearest date) and falls back to an entry whose 1630 lines net to the amount (split lines); a proposal is never a link. - lib/reconciliation/service.ts + schemas.ts: the account-keyed facade (bank:<cash_account_id> | skattekonto | manual:NNNN) with listReconciliationAccounts (enabled cash accounts folded per IBAN, skattekonto when configured) and getAccountStatus dispatching to the bank engine or the new one; shared Zod shapes for the v1 registry, MCP schemas and the UI (PR 2). Tests: identity on a mixed fixture, storno pair, stale snapshot, awaiting window, window scoping, failed ledger read, live-linked entries never proposed; matcher one-to-one and split-line cases; proposal refresh writes/clears; service dedupe and dispatch. No UI in this PR. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(reconciliation): roundOre instead of inline öre rounding (guard ratchet) The antipattern ratchet counts Math.round(x*100)/100; the new engine used it in five places. Switch to roundOre from @/lib/money and ratchet the baseline down by the three occurrences this removes net of the matcher rewrite. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(reconciliation): three doors over one engine: dashboard routes, v1 API and MCP tools for account-keyed reconciliation PR 2 of the Avstämning build (design: Avstämning via API och MCP). Every door calls lib/reconciliation/{service,items,actions}.ts; none re-implements a link. - lib/reconciliation/items.ts: listAccountItems per account_key, the page's buckets (proposed, unmatched_external, unmatched_ledger, matched, ignored, upcoming), limit/offset; skattekonto from the engine, bank from the scoped transactions + unlinked GL lines (netted per entry). - lib/reconciliation/actions.ts: matchPairs (pairs or use_proposals, dry run, partial success with codes), unmatchLink, setItemIgnored; emits reconciliation.matched / reconciliation.unmatched. - lib/skatteverket/skattekonto-link.ts: canonical core link semantics for a skattekonto row (single line or entry net on 1630, live-link guard, race-safe update, unlink, ignore); the extension keeps its own matchSkattekontoToEntry until its tests are ported. - Dashboard routes /api/reconciliation/accounts[...]: list, status, items, links (POST), links/{linkId} (DELETE), items/{itemId}/ignore (POST); apply directly (a human clicked). - v1 routes /api/v1/companies/{id}/reconciliation/accounts[...]: same six, withApiV1, new scopes reconciliation:read / reconciliation:write (write is a staging scope for SoD), Idempotency-Key + dry_run on writes, registered for OpenAPI, load-routes, skills/accounted-api regenerated. Legacy bank routes and their transactions:* scopes unchanged. - MCP: gnubok_get_reconciliation_status takes account_key (legacy bank path untouched), new gnubok_list_reconciliation_items (default catalog), gnubok_reconcile_match (stages reconciliation_match, preflight = status) and gnubok_reconcile_unmatch (stages reconciliation_unmatch), both search-only to stay under the tools/list payload ceiling; gnubok_link_transaction_to_journal_entry moved to search. Executors in commit.ts; risk tiers medium/low; migration pair 20260823130000/130001 adds the two op types to the CHECK constraint (value list = live prod as of 2026-08-23 + the two); close_period loadout updated. Tests: service/actions/items/link unit tests, v1 route tests (401/403/400/404/ happy, idempotency, dry run), dashboard route tests, MCP tool tests + the guard suite (payload ceiling, descriptions, staging meta, qualified ids). Guards and apiskill:check green; no type errors in changed files. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(reconciliation): refresh the v1 spec snapshot and keep the ignore update readable by the phantom-column guard The six new v1 reconciliation endpoints and the two new scopes were not recorded in the spec snapshot, and setSkattekontoRowIgnored updated through one conditional payload, which the phantom-column scanner cannot read (ceiling 380 -> 381). Two literal payloads instead; snapshot updated. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(reconciliation): the Avstämning page, one body for every account with an outside truth /reconciliation in Arbeta (after Transaktioner), on the approved layout: an account rail on the left (bank accounts and the skattekonto, logo or monogram, last fetch, status dot, URL-owned selection), and for the selected account four tiles (outside, ledger, difference, unexplained), the bridge that explains the difference, an actions row (link the proposed pairs, book the unbooked skattekonto events, run the bank matcher) and a full-width table banded by bucket with proposal rows linkable one by one. Every read and write goes through the PR 2 dashboard routes, so the page shows exactly what the v1 API and the MCP tools see. Also: nav item, command palette entry, sv/en strings. Period picker, manual match mode and sign-off are deliberately not here (PR 4/5). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Jakob Wennberg
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3a62c5419e |
feat(reconciliation): three doors over one engine: dashboard routes, v1 API and MCP tools (#1833)
* feat(reconciliation): skattekonto bridge engine, sync-time twin proposals, account-keyed facade The engine half of the reconciliation page (design: Avstämningsmotorn). - lib/reconciliation/skattekonto-reconciliation.ts: getSkattekontoReconciliationStatus anchors at the saldo snapshot and returns the bridge (saldo hos Skatteverket, händelser som saknas, 1630-rader utan händelse, ignorerade, ingående skillnad, bokfört), the item buckets the page shows (proposed, unmatched external, unmatched ledger, matched, ignored, upcoming), opening_difference, unexplained_difference (0,00 by construction when data is consistent), dead-link handling (a link to a reversed/draft entry counts as unlinked and is flagged), awaiting_external for ledger lines within 5 days of the snapshot, staleness, and a window that scopes item lists without hiding older rows. Core reads skattekonto_transactions and the extension's snapshot row directly; no @/extensions import. - lib/reconciliation/gl-balance.ts: one ledger-balance helper with the trial-balance predicate status IN (posted, reversed). The drift check summed posted only, which misstated 1630 for any company with a storno on the account; skattekonto-drift.ts now delegates to the helper. - Proposals at sync: migration 20260823120000 adds suggested_journal_entry_id / suggested_at (ON DELETE SET NULL, partial index on open rows); the sync calls refreshSkattekontoProposals after the upsert. findMatchSuggestionsBulk now assigns one-to-one across rows (AGI period first, then nearest date) and falls back to an entry whose 1630 lines net to the amount (split lines); a proposal is never a link. - lib/reconciliation/service.ts + schemas.ts: the account-keyed facade (bank:<cash_account_id> | skattekonto | manual:NNNN) with listReconciliationAccounts (enabled cash accounts folded per IBAN, skattekonto when configured) and getAccountStatus dispatching to the bank engine or the new one; shared Zod shapes for the v1 registry, MCP schemas and the UI (PR 2). Tests: identity on a mixed fixture, storno pair, stale snapshot, awaiting window, window scoping, failed ledger read, live-linked entries never proposed; matcher one-to-one and split-line cases; proposal refresh writes/clears; service dedupe and dispatch. No UI in this PR. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(reconciliation): roundOre instead of inline öre rounding (guard ratchet) The antipattern ratchet counts Math.round(x*100)/100; the new engine used it in five places. Switch to roundOre from @/lib/money and ratchet the baseline down by the three occurrences this removes net of the matcher rewrite. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(reconciliation): three doors over one engine: dashboard routes, v1 API and MCP tools for account-keyed reconciliation PR 2 of the Avstämning build (design: Avstämning via API och MCP). Every door calls lib/reconciliation/{service,items,actions}.ts; none re-implements a link. - lib/reconciliation/items.ts: listAccountItems per account_key, the page's buckets (proposed, unmatched_external, unmatched_ledger, matched, ignored, upcoming), limit/offset; skattekonto from the engine, bank from the scoped transactions + unlinked GL lines (netted per entry). - lib/reconciliation/actions.ts: matchPairs (pairs or use_proposals, dry run, partial success with codes), unmatchLink, setItemIgnored; emits reconciliation.matched / reconciliation.unmatched. - lib/skatteverket/skattekonto-link.ts: canonical core link semantics for a skattekonto row (single line or entry net on 1630, live-link guard, race-safe update, unlink, ignore); the extension keeps its own matchSkattekontoToEntry until its tests are ported. - Dashboard routes /api/reconciliation/accounts[...]: list, status, items, links (POST), links/{linkId} (DELETE), items/{itemId}/ignore (POST); apply directly (a human clicked). - v1 routes /api/v1/companies/{id}/reconciliation/accounts[...]: same six, withApiV1, new scopes reconciliation:read / reconciliation:write (write is a staging scope for SoD), Idempotency-Key + dry_run on writes, registered for OpenAPI, load-routes, skills/accounted-api regenerated. Legacy bank routes and their transactions:* scopes unchanged. - MCP: gnubok_get_reconciliation_status takes account_key (legacy bank path untouched), new gnubok_list_reconciliation_items (default catalog), gnubok_reconcile_match (stages reconciliation_match, preflight = status) and gnubok_reconcile_unmatch (stages reconciliation_unmatch), both search-only to stay under the tools/list payload ceiling; gnubok_link_transaction_to_journal_entry moved to search. Executors in commit.ts; risk tiers medium/low; migration pair 20260823130000/130001 adds the two op types to the CHECK constraint (value list = live prod as of 2026-08-23 + the two); close_period loadout updated. Tests: service/actions/items/link unit tests, v1 route tests (401/403/400/404/ happy, idempotency, dry run), dashboard route tests, MCP tool tests + the guard suite (payload ceiling, descriptions, staging meta, qualified ids). Guards and apiskill:check green; no type errors in changed files. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(reconciliation): refresh the v1 spec snapshot and keep the ignore update readable by the phantom-column guard The six new v1 reconciliation endpoints and the two new scopes were not recorded in the spec snapshot, and setSkattekontoRowIgnored updated through one conditional payload, which the phantom-column scanner cannot read (ceiling 380 -> 381). Two literal payloads instead; snapshot updated. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Jakob Wennberg
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0a8544e0cb |
feat(reconciliation): account-keyed engine: one bridge for bank and skattekonto (#1813)
* feat(reconciliation): skattekonto bridge engine, sync-time twin proposals, account-keyed facade The engine half of the reconciliation page (design: Avstämningsmotorn). - lib/reconciliation/skattekonto-reconciliation.ts: getSkattekontoReconciliationStatus anchors at the saldo snapshot and returns the bridge (saldo hos Skatteverket, händelser som saknas, 1630-rader utan händelse, ignorerade, ingående skillnad, bokfört), the item buckets the page shows (proposed, unmatched external, unmatched ledger, matched, ignored, upcoming), opening_difference, unexplained_difference (0,00 by construction when data is consistent), dead-link handling (a link to a reversed/draft entry counts as unlinked and is flagged), awaiting_external for ledger lines within 5 days of the snapshot, staleness, and a window that scopes item lists without hiding older rows. Core reads skattekonto_transactions and the extension's snapshot row directly; no @/extensions import. - lib/reconciliation/gl-balance.ts: one ledger-balance helper with the trial-balance predicate status IN (posted, reversed). The drift check summed posted only, which misstated 1630 for any company with a storno on the account; skattekonto-drift.ts now delegates to the helper. - Proposals at sync: migration 20260823120000 adds suggested_journal_entry_id / suggested_at (ON DELETE SET NULL, partial index on open rows); the sync calls refreshSkattekontoProposals after the upsert. findMatchSuggestionsBulk now assigns one-to-one across rows (AGI period first, then nearest date) and falls back to an entry whose 1630 lines net to the amount (split lines); a proposal is never a link. - lib/reconciliation/service.ts + schemas.ts: the account-keyed facade (bank:<cash_account_id> | skattekonto | manual:NNNN) with listReconciliationAccounts (enabled cash accounts folded per IBAN, skattekonto when configured) and getAccountStatus dispatching to the bank engine or the new one; shared Zod shapes for the v1 registry, MCP schemas and the UI (PR 2). Tests: identity on a mixed fixture, storno pair, stale snapshot, awaiting window, window scoping, failed ledger read, live-linked entries never proposed; matcher one-to-one and split-line cases; proposal refresh writes/clears; service dedupe and dispatch. No UI in this PR. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(reconciliation): roundOre instead of inline öre rounding (guard ratchet) The antipattern ratchet counts Math.round(x*100)/100; the new engine used it in five places. Switch to roundOre from @/lib/money and ratchet the baseline down by the three occurrences this removes net of the matcher rewrite. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Jakob Wennberg
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7cf15a105f |
fix(bookkeeping): settle unbound transactions on the company's single enabled cash account (#1831)
* fix(bookkeeping): settle unbound transactions on the company's single enabled cash account A transaction with no cash_account_id booked its bank leg on the hardcoded 1930 from the standard templates and category mappings even when the company's only bank account is e.g. 1920 (PlusGiro), while the booking dialogs previewed the right account via the client-side resolveAccount fallback. resolveSettlementAccount now mirrors that fallback: with a NULL cash_account_id it lists the company's enabled cash accounts and, when EXACTLY ONE matches the transaction's currency, settles there; zero or several candidates keep the 1930 fallback. The explicit-cash_account_id branch (including its throw-on-error path, issue #842) is byte-identical. Transaction currency is threaded into the categorize, batch-categorize, pending-operation edit, MCP staging, and invoice-inbox call sites; other callers get the SEK default. Forward-only: historical wrong verifikat are corrected only via the existing storno runbook (docs/SETTLEMENT_ACCOUNT_REMEDIATION.md). Fixes #1722 Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01SyDuePXxUFowaPBKpAv8SF * test: align duplicate-guard mock queue with combined pre-FY and settlement-fallback lookups The merge of main (PR #1828) into this branch combined two changes that each add one query to the categorize commit flow; the strictly ordered queued mock in the allow_duplicate test needed the cash_accounts listing entry inserted between the period lookup and the pre-FY clamp lookup. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01SyDuePXxUFowaPBKpAv8SF --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Jakob Wennberg
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8e3015e541 |
fix(bookkeeping): book pre-FY bank transactions on the fiscal year's first day (#1828)
A newly registered company whose first rakenskapsar starts on the
Bolagsverket registration date could not book the aktiekapital deposit,
because the bank transaction is dated BEFORE the registration. Every
surface dead-ended: the manual booking dialog hard-blocked with the date
locked and only offered creating a (legally wrong) pre-registration
fiscal year, and the categorize paths either marked the row categorized
WITHOUT a verifikat ("Delvis bokforda") or silently minted a bogus
calendar-year period before the company existed.
Root cause: entry_date was hard-wired to the bank date with no clamp
against the company's first fiscal period, and the duplicated
ensureFiscalPeriod helpers upserted a calendar-year period for any
uncovered date.
Fix, per BFL (the event belongs to the first fiscal year; the real
affarshaendelse date is preserved on the verifikat):
- createTransactionJournalEntry clamps a pre-FY date into the earliest
OPEN unlocked fiscal period with entry_date = period_start and appends
"Affarshaendelse <date>, bokford pa rakenskapsarets forsta dag" to the
verifikationstext. Interior gaps, future dates, and a closed/locked
first year keep the old null return.
- Both ensureFiscalPeriod copies (categorize core + web route) skip the
calendar-period upsert when the date predates the earliest period.
- JournalEntryForm's no_period block offers "Bokfor pa rakenskapsarets
forsta dag (<date>)" for pre-FY dates instead of proposing a
pre-registration year; "Skapa rakenskapsar" remains for the other
no_period cases.
No schema, RPC, or trigger changes: the /book route and the DB triggers
already accept the clamped booking.
Fixes #1825
Claude-Session: https://claude.ai/code/session_01SyDuePXxUFowaPBKpAv8SF
Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
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Jakob Wennberg
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62135c0c02 |
fix(invoices): settle öresavrundning in batch match and close stuck partially_paid invoices (#1829)
A whole-krona payment (Bankgiro/Swish/kort) of an öre-bearing invoice left the invoice hanging: the match_batch_allocate RPC (samlingsbetalning dialog + MCP path) had no öre handling, so a sub-krona overshoot was rejected as BATCH_OVERSHOOT and a sub-krona shortfall parked the invoice in partially_paid forever. Invoices already stuck that way had no exit: the mark-paid dialog proposed clearing the full total (rejected with MATCH_AMOUNT_EXCEEDS_REMAINING) and the route refused partially_paid outright. Fix, both halves: 1. New migration 20260824120000 replaces match_batch_allocate with the same öresavrundning band every single-payment path already uses (ORE_ROUNDING_SETTLEMENT_MAX = 1.00 kr, lib/money.ts): overshoot rejected only at >= 1 kr; a 0 < |remaining - allocation| < 1 kr diff clears the FULL remaining off 1510/2440, books the residual to 3740 with correct polarity per side, records the full remaining as paid and flips the status to paid. >= 1 kr diffs keep today's behaviour. 2. proposePaymentLines is remaining-aware: a partially_paid SEK accrual invoice gets a proposal clearing the actual remaining, and a sub-krona remaining gets a bank-less Dr 3740 / Cr 1510 write-off so one click closes a stuck invoice. The mark-paid route and the invoice-detail button now accept partially_paid (the settle layer's CAS guard always did). Forward-only: already-stuck invoices are not auto-repaired; they are closed via the new dialog proposal. Claude-Session: https://claude.ai/code/session_01SyDuePXxUFowaPBKpAv8SF Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |