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97 Commits

Author SHA1 Message Date
Mattsson 98d0c7f2d0 Add/stripe skv (#1004) 
* fix(salary): align pain.001 salary file with the Swedish domestic bank dialect

Verified against the Swedish Common Interpretation of ISO 20022
(Bankforeningen, Common Payment Types in Sweden, Appendix 1 Example 4:
Salaries) and Nordea Corporate Access pain.001 examples v2.6 (2026-06-22),
and XSD-validated against the official pain.001.001.03 schema:

- drop SvcLvl SEPA (SEPA credit transfers are EUR-only; omitting SvcLvl
  gets the domestic NURG default)
- drop RmtInf (not allowed for SALA salary payments; the beneficiary
  statement text comes from the Dataclearing LON code)
- address employees domestically: clearing as CdtrAgt ClrSysMmbId SESBA,
  account WITHOUT clearing as CdtrAcct Othr with SchmeNm BBAN
- share the clearing/account split (Swedbank 5-digit shift, Nordea
  personkonto prefix dedup) between the LB and pain.001 generators via
  splitDomesticBankAccount, fixing pain.001 duplicating the personkonto
  clearing
- clamp MsgId/PmtInfId/InstrId/EndToEndId to Max35Text with the per-tx
  counter surviving truncation; carry the org number on Dbtr
- return 400 from the pain001 route on an invalid clearing instead of
  emitting a broken file

Also includes two unrelated decision-log lines from the parallel
revisor-review session (DECISIONS.md is a shared append-only log).

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

* feat(nav): surface the year-end chain in the sidebar

Add Periodiseringar, Arsredovisning (aktiebolag only) and
Inkomstdeklaration (INK2 for AB, NE-bilaga for EF) to the Skatt &
bokslut group, in workflow order. Entity gating via a new entityOnly
flag on NavItem; isActive carve-outs extended so exactly one row
lights up for the new routes. Driven by an external revisor review
that concluded these features did not exist because none of them
were reachable from the nav.

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

* feat(stripe): Stripe Connect integration behind config gate

Connect OAuth per company (only the acct_ id is stored), automatic
single-use Payment Links on invoice send, deterministic payment
settlement against 1686 (BAS moved acquirer receivables 1580 -> 1686),
payout booking with reverse-charge fees (6570 + 4535/4598 + 2645/2614),
and a 15-minute sync cron. Non-deterministic events land as
needs_review, never guessed at.

Fully dark without STRIPE_CONNECT_CLIENT_ID: connect returns 503, the
send hook and cron no-op, and the settings page shows 'Kommer snart'
(hosted) until the Connect platform is verified. Self-hosted keeps the
honest not-configured message.

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

* fix(deadlines): add shared completeTaxDeadline and fix dead AGI deadline auto-complete

generate-declaration.ts has updated non-existent columns (type/period/
status) since inception, so the arbetsgivardeklaration deadline was
never auto-completed. Replace with a shared helper targeting the real
schema (tax_deadline_type/tax_period/is_completed), also used by the
kvittens crons and moms handlers in the follow-up commit.

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

* feat(rot-rut): import Skatteverket beslutsfil and record decisions on payout requests

Parse the beslutsfil JSON from Skatteverkets rot/rut e-tjanst and record
godkant belopp on the matching begaran: matched by stored
skv_referensnummer first, then exact name among active undecided
requests; arenden by fakturanummer then personnummer, exactly-one or the
beslut errors (all-or-nothing). Never auto-settles: recording the beslut
and booking the payout are separate acts. Exposed as an API route and
the gnubok_import_rot_rut_beslut MCP tool.

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

* feat(skatteverket): system auth for background reads, one-click VAT submit, kvittens notifications

Hybrid auth program: system CCG (org certificate) for background reads
while personal BankID stays for interactive submissions, since SKV
per-flow refresh tokens live 65 min and crons structurally cannot run
on them. All system-auth code sits behind SKATTEVERKET_SYSTEM_AUTH_MODE
(default off) with a stub transport until the Expisoft cert and CCG
avtal land; auth resolution is centralized in resolve-auth.ts.

Also in this change:
- One-click VAT submit chaining kontrollera -> utkast -> las
  server-side with a stage discriminator; step-by-step buttons demoted
  to the overflow menu.
- Kvittens crons (AGI + new VAT schedule) with email-only
  notifications, deduped in notification_log under the new
  skv_kvittens type.
- Ombud grant probe + verification UI in the connect panel, and a
  dashboard promo card for unconnected companies.
- skatteverket_company_connections table with pg-real coverage.

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

* feat(salary): auto-settle AGI tax payment from skattekonto and surface SKV reconnect on the tax card

The "Skatt att betala" card only cleared via the manual mark-paid button
on the run detail page; the promised automatic flip from the Skattekonto
sync was never implemented, so paid periods stayed red.

- settleAgiTaxPayments: during every skattekonto sync, a booked
  "Arbetsgivardeklaration YYYYMM" debit row settles the matching
  agi_declarations.tax_paid_at, but only when the amount equals the
  declared total to the ore and the account is not in deficit
  (deterministic; drift or deficit falls back to manual).
- Salary overview card: reconnect hint when the SKV token needs
  re-consent (link to /settings/tax, silent when the extension is off),
  plus an inline "Markera som betald" button reusing the existing
  endpoint and salary_payments strings.

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

* Add cloud backup scheduling and alerting features

- Implement unit tests for scheduling logic in `schedule.test.ts`, covering various scenarios for determining if a backup schedule is due.
- Create a new module `backup-alert.ts` to handle failure alerts for cloud backup auto-sync, including email notifications for reauthentication and repeated failures.
- Introduce `schedule.ts` to manage scheduling logic, including handling local time zones and converting between local and UTC hours.
- Add CSV report generation functions in `archive-csv.ts` for trial balance, income statement, balance sheet, and general ledger, ensuring compatibility with Swedish Excel formats.
- Create a README generator for the archive structure in `archive-readme.ts`, providing clear documentation for users accessing backup files.
- Implement tests for CSV report generation in `archive-csv.test.ts`, ensuring correct formatting and content.
- Establish a full-archive coverage contract test in `full-archive-coverage.pg.test.ts` to ensure all company-scoped tables are properly classified for backup.

* fix(stripe): correct invoice clearing reference and improve type safety in sync logic

* fix(invoices): narrow accountingMethod before resolveInvoicePaymentSourceType

settleInvoicePayment takes accountingMethod as a raw settings string, but
resolveInvoicePaymentSourceType requires the 'accrual' | 'cash' union.
Normalize at the call site (anything but 'cash' books as accrual), matching
the existing useCashEntry semantics.

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

* fix: address CodeRabbit review findings and nitpicks on PR #1004

Review findings:
- backup settings redirect: always force view=export over incoming params
- AGI/VAT kvittens crons: isolate best-effort post-submit calls, check the
  signed-state persist error, guard recovery calls in catch blocks so one
  company cannot abort the rest; surface grant_revoked in the run summary
- kvittens notifications: atomic claim-first dedup with a partial unique
  index; map non-uuid reference keys to deterministic uuids
- grant probe: record the actual 2xx status; mTLS transport: handle
  response-stream errors
- stripe: amount-aware idempotency keys for payment links; emit
  stripe.disconnected on upstream revocations
- ROT/RUT beslut import: mutate in-memory request state after apply, move
  item + header writes into an atomic apply_rot_rut_beslut RPC, add
  rot_rut_payout to JournalEntrySourceTypeSchema
- migrations: use NOT VALID + VALIDATE CONSTRAINT for CHECK constraints on
  journal_entries, notification_log and rot_rut_payout_requests
- cloud backup: hour_utc-only schedule updates clear stale hour_local

Nitpicks:
- stripe sync: enforce the cron time budget inside per-connection event
  processing with idempotent cursor progress; maybeSingle for settings;
  honest partial-customer DTO shared with the settlement boundary
- shared applyPaymentLinkToInvoice helper for both invoice send routes,
  v1 docblock documents step 6b and PAYMENT_LINK_FAILED
- settings panel: drop redundant decodeURIComponent
- cloud backup: document worst-case archive memory headroom

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-12 19:14:12 +02:00
Jakob Wennberg 3a2c57a167 feat(billing): paywall conversion pass (deferred first charge, trial touchpoint, sell-view upgrade) (#991) 
* feat(billing): paywall conversion pass: deferred first charge, trial touchpoint, sell-view upgrade

- checkout passes subscription_data.trial_end (trial grant expiry, 49h floor)
  so a mid-trial upgrade costs 0 kr today instead of double-billing days the
  company already has free; billing/status counts 'trialing' as paying
- trial countdown pill in the sidebar (CompanyContext.trialEndsAt via
  getCompanyEntitlements); hidden for sandbox, dev bypass, and once any
  non-trial grant is active
- sell view: what-happens-when timeline, free-vs-paid comparison table,
  risk-reversal copy + chevron CTA, post-checkout confirmation state

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

* fix(billing): review triage: fail-closed trial lookup, hourly countdown refresh, BFL retention note

- checkout returns 500 (no Stripe session) when the trial-grant lookup errors,
  instead of silently charging immediately after the UI promised 0 kr idag
- sidebar trial countdown recomputes hourly so a long-lived tab stays honest
- sell-view retention copy states BFL 7-year retention explicitly
  (compliance-bot suggestion)

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

* chore: retrigger CI (pull_request event delivery stuck)

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-11 22:29:48 +02:00
Jakob Wennberg da859d7236 refactor(ui): design-system consistency pass over dense pages + i18n de-bloat (#961) 
* refactor(ui): normalize dense pages to the locked design system

Sweep of the info-dense surfaces against .claude/rules/design.md; no
behavior changes, classNames and primitive adoption only.

- Replace hand-rolled h1s with PageHeader (import, suppliers, kpi,
  salary/employees, skattekonto, settings layout) and drop the one
  double title (SalarySettingsContent under the settings h1)
- Replace hand-rolled empty states with EmptyState (skattekonto,
  banking/api-keys/oauth/counterparty settings) and hand-rolled
  pulse divs with Skeleton (deadlines, report view loaders)
- Remove semantic colors used as chrome: amber/emerald banners in
  AGIPanel and SkatteverketPanel, success/warning tints in
  kassaflodesanalys, arsredovisning and import become neutral
  surfaces with the tint kept on the icon only
- Full-opacity borders everywhere (border-border/30-60,
  border-destructive/20-40, border-foreground/30, text-destructive/80)
- Snap off-scale spacing (p-5 to p-6, p-2.5 to p-3, gap/mt-x.5 to
  scale values); KPI metric tiles p-6 to p-4 per the tile rule
- Remove the mobile Select that duplicated the invoices status Tabs
  (TabsList already scrolls horizontally); single Tabs now serves
  both breakpoints
- supplier-invoices: shared formatCurrency instead of a local
  formatAmount helper; skattekonto: formatDate/formatDateLong/
  formatDateTime instead of raw dates and toLocaleString
- arsredovisning flerarsoversikt converted to the Table primitive
  with right-aligned tabular-nums cells
- Settings: CardTitle text-base on section cards, one heading idiom
  in AccountSettingsContent, h3 to h2 in CompanyProfileView

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

* refactor(i18n): trim text bloat and fix an untranslated sv string

- Fix invoice_credit.create_failed_fallback: sv catalog carried the
  English "Failed to create credit note"; now "Kunde inte skapa
  kreditfaktura". Translate new_user_checklist.step3_title in en
- Drop descriptions that paraphrase their own title (design.md
  forbidden pattern): invoice_detail.credited_description,
  invoice_credit.original_card_description, invoice_editor
  customer/notes card descriptions (keys deleted from both
  catalogs, zero remaining usages); the transaction booking
  DialogDescription becomes sr-only so screen readers keep it
- Trim redundant sentences from settings_salary.info_payroll_scope,
  settings_backup.intro, ext_cloud_backup_long_description,
  settings.name_description, salary_payments.open_payments_note and
  shorten invoice_credit.reason_card_description; statutory BFL/tax
  prose untouched
- Normalize toast punctuation (dimensions/self_billing
  created_description lose the trailing period like their siblings)
- common.delete "Radera" to "Ta bort" (zero live call sites; Radera
  stays reserved for irreversible account/company deletion)

Catalogs verified key-identical (4795 keys each) and JSON-parseable.

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-10 08:56:30 +02:00
Jakob Wennberg c9d9c5fe99 fix(billing): block demo/sandbox accounts from Stripe checkout (#948) 
* fix(billing): block demo/sandbox accounts from Stripe checkout

An anonymous demo user on a sandbox company reached POST /api/billing/checkout
and created a live Stripe customer. Neither the checkout nor the portal route
checked is_anonymous or is_sandbox, and withRouteContext lets anonymous users
through (they are authenticated, just anonymously).

Guard both routes on both conditions before any Stripe call: refuse anonymous
users (identity truth, cheap in-memory check) and sandbox companies (matches the
existing lib/sandbox/guard.ts "never charge a token" doctrine). Surface isDemo
on GET /api/billing/status so the client hides the upgrade CTA instead of
showing a button that 403s.

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

* docs(billing): redact tenant/customer IDs from incident note (CodeRabbit)

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

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-07-09 22:16:25 +02:00
Jakob Wennberg c1ea0d9bf2 fix(salary): make pain.001 betalfil generatable (company IBAN + BIC) (#950) 
The ISO 20022 pain.001 salary payment file could never be generated: the
route required company_settings.iban/bic, but no settings screen wrote
those columns, so every request returned 400. The specific reason was
also swallowed by getErrorMessage (isSwedishUserMessage did not know
"krävs"/"saknar"), surfacing only the generic "Förfrågan innehåller
ogiltiga uppgifter" (issue #945).

- Add IBAN + BIC inputs to Settings > Fakturering > Bankuppgifter. BIC
  auto-derives from the clearing number / bank already entered, so in
  practice only the IBAN is typed. Validated client- and server-side.
- Route requires the company IBAN (canonical debtor form every Swedish
  bank accepts) and derives the BIC, with clear actionable errors.
- Employees are unchanged: domestic clearing + account (BBAN), which is
  what Swedish payroll collects. Only the company (debtor) uses IBAN.
- getErrorMessage recognizes "krävs"/"saknar" so payment-file reasons
  surface instead of the generic 400.

Fixes #945

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-07-09 12:35:52 +02:00
Mattsson bacc5914af Fix/dependabot cus feedback (#946) 
* feat(bookkeeping): per-account default VAT, oresavrundning momsfri

Add a per-account "Standard moms" setting to the chart of accounts and use
it to auto-fill the moms on a leverantorsfaktura-rad when that konto is
picked. Oresavrundning (3740) ships as "Ingen moms", so a rounding line no
longer inherits the 25 % rad-default and skews the moms.

- chart_of_accounts.default_vat_rate (0/0.06/0.12/0.25, CHECK-constrained)
- BEFORE INSERT trigger ships 3740 momsfri on every insert path; backfills
  existing 3740 rows
- kontoplan editor: dead free-text momskod replaced with a Standard moms select
- supplier-invoice rad auto-fills the rate from the konto default

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

* feat(supplier-invoices): configurable start number for the ankomstnummer series

Add a company_settings.next_arrival_number start floor so a company can continue its leverantorsfaktura numbering from a previous system (e.g. Fortnox) instead of restarting the ankomstnummer at 1. get_next_arrival_number now floors the series via GREATEST(MAX(arrival_number)+1, next_arrival_number), so the floor can never move the series backwards or collide with the (company_id, arrival_number) unique index.

The RPC is hardened while rewritten: SET search_path to empty, schema-qualified refs, and an auth.uid() membership check matching generate_invoice_number.

Includes the settings UI field, sv/en strings, migration, and pg-real coverage. The CompanySettings type and Zod schema field for this feature landed earlier in 1bf3b641 (swept into the per-account VAT commit).

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

* fix(dependabot): reduce open pull requests limit and group updates for better management

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-07-09 12:19:57 +02:00
Jakob Wennberg b10cf2ec23 fix(banking): harden PSD2 loading, error, and refresh states (#934) 
Fixes loading/error/refresh-state gaps across the Enable Banking (PSD2) surfaces:

- Delete the dead post-OAuth bank_connected sync flow + 9 orphaned i18n keys.
- Surface fetch failures instead of empty/false-healthy states (settings panel error card, BankSelector non-OK guard, chip hidden on error).
- Stop the full-panel spinner flash on refetch; clear the spinner in finally.
- Client-side sync/backfill timeouts + live elapsed counter with a grace-period unlock so a slow bank can't trap the modal.
- Broadcast a bank-sync signal so the transactions chip refetches after a manual sync.
- Consolidate the import page onto the shared banking panel (also removes the core -> @/extensions import-rule violation) and standardize spinners.
- Surface previously silent chart/fiscal-year fetch failures in the account picker.
- Review fixes: cancellation guard on the deferred bank_error microtask; key the sync-progress dialog per attempt to reset its elapsed timer.
 2026-07-08 16:55:29 +02:00
Mattsson abe9ac9d8c Fix/attributes config (#926) 
* fix(git): pin LF on generated extension registry and vitest snapshots

setup:extensions and vitest write these files with LF; with
core.autocrlf=true git expects CRLF and flags them as phantom
modifications on every dev/build run.

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

* fix(security): enforce MFA on mcp-oauth consent and gate viewer storno route

mcp-oauth/authorize renders an HTML consent page and issues 303 redirects that withRouteContext cannot express, so it kept raw getUser() and thereby skipped the AAL2 gate: a password-only (AAL1) session could approve consent that mints a long-lived, MFA-bypassing API key. Add a route-local requireAal2() step-up on GET and POST; AAL1 sessions redirect to /mfa/verify, BankID users are exempt.

Separately, POST /api/reports/vat-declaration/rc-basis-gaps/fix calls correctEntry() (storno of a posted entry) but lacked requireWrite, so viewer-role members could trigger it. Add { requireWrite: true }.

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

* fix(api): route transactions endpoints through withRouteContext

Migrate the transactions routes off hand-rolled supabase.auth.getUser() onto the MFA-enforcing withRouteContext wrapper; add requireWrite on mutating handlers (book, uncategorize, attach-document, ignore, batch-match, create-from-document). Behavior and response shapes preserved; tests updated to the wrapper mock pattern.

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

* fix(api): route SIE import and bank reconciliation through withRouteContext

Migrate import/sie and reconciliation/bank routes onto the MFA-enforcing wrapper; requireWrite on mutations (import execute, create-accounts, mappings write verbs, link/unlink/run/mark-opening-balance). Reads (status, unmatched-entries) stay ungated. Response shapes preserved; tests added/updated to the wrapper mock pattern.

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

* fix(api): route salary endpoints through withRouteContext

Migrate salary employees and runs routes (plus ku, payroll-config, tax-tables) onto the MFA-enforcing wrapper; requireWrite on mutations. Personnummer masking/encryption untouched; file downloads (AGI XML, payslip PDF, payment files) keep their headers. Two payment-file GETs retain requireWrite because they stamp *_file_generated_at and previously gated viewers. Tests added/updated to the wrapper mock pattern.

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

* fix(api): route report endpoints through withRouteContext

Migrate the read-only report routes (trial balance, balansrapport, resultatrapport, income statement, ledgers, KPI, VAT declaration, salary journal, monthly breakdown, journal register, continuity check, full archive, etc.) onto the MFA-enforcing wrapper. All read-only, no requireWrite. JSON/XLSX/PDF/ZIP response bodies and headers preserved byte-for-byte; tests updated to the wrapper mock pattern.

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

* fix(api): route invoices, skatteverket, agent and extension endpoints through withRouteContext

Migrate invoices, supplier-invoices, skatteverket tax-payments, and dynamic extension routes onto the MFA-enforcing wrapper with requireWrite on mutations. The two NDJSON streaming agent routes (invoke, onboarding/stream) use requireAuth() directly (the wrapper can't wrap a streaming response) so MFA is still enforced. skatteverket payment-file GET keeps requireWrite (stamps a generated-at field). Response shapes and file headers preserved; tests added/updated.

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

* fix(api): route documents, events, team and account endpoints through withRouteContext

Migrate documents, events, kpi/preferences, vat/validate, support/contact onto the MFA-enforcing wrapper with requireWrite on mutations. account/password, team/accept and team/members use requireAuth() directly (user-level or pre-membership flows with no active company context) so MFA is still enforced. events keeps its dual API-key-or-session auth. Document retention guard untouched; tests added/updated.

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

* fix(api): route settings and pending-operations endpoints through withRouteContext

Migrate settings (api-keys, oauth-clients, booking-templates, counterparty-templates, logo, company settings) and pending-operations (commit, bulk-commit, reject, edit-before-approve) onto the MFA-enforcing wrapper with requireWrite on mutations. Credential-guarding routes keep their per-user ownership filters. Response shapes preserved; tests added/updated to the wrapper mock pattern.

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

* chore(guards): ratchet raw-route-auth baseline 119->1 after A1 migration

Lock in the withRouteContext migration so the count cannot regress. The single remaining entry, mcp-oauth/authorize, is a documented exception (HTML consent + redirects, MFA enforced via route-local step-up). Record the campaign and requireWrite decisions in DECISIONS.md.

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

* feat(vat): add eSKD momsdeklaration file export for "Deklarera via fil"

Generate the Skatteverket eSKDUpload v6.0 XML file so users can file VAT by
upload instead of typing every ruta into the form. Extract buildFiledAmounts()
as the shared whole-krona source of truth (öre truncated per SFL 22 kap 1 §) so
the XML file and the manual-filing PDF can never disagree. Adds the /eskd API
route, an XML option in the report export menu, and the upload button on the
manual-filing card. Strings in sv + en.

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

* feat(vat): add 'vat_settlement' source type and update related components

* fix(booking): adjust search input layout and enable autofocus

* fix(vat): support 12-digit org numbers and adjust emission order for eSKD file

* fix(migration): add 'vat_settlement' to journal_entries.source_type CHECK

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-08 09:54:46 +02:00
Jakob Wennberg 27b88426e2 fix(entitlements): show paid features as gated upsells instead of dead ends (#913) 
* fix(entitlements): show paid features as gated upsells instead of dead ends

Post-cutover, non-payers still saw fully interactive UI for paid features
(bank picker, agent-build hero, SKV VAT submission) that silently failed or
403'd on the server gate. Every surface now stays visible as a conversion
surface but is explicitly gated:

- new shared components/billing/UpgradeNote (lock icon + billing link)
- agent-build hero (dashboard + new-user checklist): routes to
  /settings/billing with upgrade copy when the ai capability is missing
- bank connect: BankingSettingsPanel and the import-page PSD2 wizard swap
  the bank list for an upgrade note; the import selection card swaps the
  "Rekommenderat" chip for "Kräver abonnemang"
- VAT report SkatteverketPanel: gated state renders before the
  connection check, so trial-connected companies see the upsell instead
  of action buttons that would 403; manual-filing framing kept
- SkatteverketConnectPanel: skahmst consent note hidden while gated
  (irrelevant until the consent page is reachable)

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* test(ne-bilaga): fix time-of-day flake in SRU field-code assertion

The bare substrings '7310'/'7350' also match the #SKAPAD HHMMSS timestamp
when CI runs at 07:31/07:35, so the assertion now requires the full
'#UPPGIFT <code>' prefix.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.7 <noreply@anthropic.com>
 2026-07-07 10:01:44 +02:00
Jakob Wennberg 573feea890 perf: cross-system snappiness batch (middleware, loading states, bundle) (#909) 
* perf: cross-system snappiness batch (middleware, loading states, bundle)

Middleware: resolve the active company at most once per request and run
the user_preferences + first-membership queries in parallel, cutting 1-2
sequential DB round trips from every authenticated page load.

Loading states: add loading.tsx skeletons for the six highest-traffic
dashboard routes, render the real salary page header during load instead
of a full-page skeleton, replace the blank fallback={null} Suspense
flashes on customers/articles, and reshape the settings skeleton to
match the actual form layout.

Bundle: defer recharts chart components via next/dynamic on the KPI page
and report views, replace the import page's framer-motion marching-ants
border with a CSS keyframe, and enable optimizePackageImports for
recharts/date-fns/framer-motion.

Transactions: extract the potential-match lookups into a shared parallel
helper; a single-query PostgREST embed is blocked until the
potential_supplier_invoice_id FK exists in prod (see DECISIONS.md).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* fix(transactions): log potential-match query failures instead of dropping them

A DB error in the invoice/supplier-invoice hint lookups previously
surfaced as "no potential match"; log it so failures are diagnosable.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.7 <noreply@anthropic.com>
 2026-07-06 16:16:33 +02:00
Mattsson 2c2743eb79 Check/salary bankid api (#892) 
* fix(bankid): harden login/signup flow — polling, signup rollback, metadata merge, enrichment lookup

- middleware: read BankID enrichment from the bankid_enrichment table (the
  extension_data path has been dead since the multi-tenant refactor), so
  company-less BankID users land on /select-company instead of the manual wizard
- BankIdAuth: hard 6-min poll deadline; every failed poll counts toward the
  give-up limit; guard overlapping ticks so completion runs exactly once
  (a double /complete regenerated the magic link and invalidated the first,
  failing logins intermittently); retry clicks wait out the start cooldown
  instead of silently no-oping; Swedish messages for 429/unknown start errors
- bankid/complete: all-or-nothing signup — delete the created user when the
  identity insert, app_metadata update, or magic-link generation fails, so a
  retry starts clean instead of hitting account_exists with an unusable account
- bankid/unlink: read-merge-write app_metadata so has_password survives unlink
  (BankID-only users could otherwise strand themselves with no login method)
- login: BankID "create account" CTA now links to /register instead of
  dismissing the notice; sv.json: fix missing å/ä/ö in settings_bankid strings

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

* docs: move secondary guides into docs/, delete dead root files

Move DOCKER.md, SELF-HOSTING.md, WHITELABEL.md and extensions.md
(renamed EXTENSIONS.md) into a new docs/ folder and update all path
references (README, setup.sh, .dockerignore image rules, docker-publish
workflow comment, _example-branding, lib/branding/service.ts).

Delete two dead root files: customer.json (stray API-test payload) and
findings.md (point-in-time swarm audit export, criticals already filed).

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

* fix(api): security & correctness hardening + withRouteContext MFA migration across API routes

Audit of ~100 app/api routes. Highlights:

Security
- agent/conversations: list leaked colleagues' titles + message previews
  (company-scoped RLS, no user filter) -> user-scoped
- calendar/feed PUT: raw body into .update() allowed feed_token fixation on a
  public unauthenticated URL -> strict schema, content toggles only
- bokslutsdispositioner: unbounded schablonintaktRate could inflate the
  IL 30 kap 25% periodiseringsfond cap base -> bounded
- agent profile/composer/onboarding: viewers could rewrite the agent profile
  while sibling /verify blocked them -> role-gated

Correctness
- account-totals / listAssets: unbounded queries silently truncated at 1000
  rows (under-counted money; skipped assets at year-end depreciation) ->
  fetchAllRows with stable order (+3 more pagination fixes)
- voucher-gaps: swallowed detect_voucher_gaps RPC errors (BFNAR gap view could
  show "no gaps" when the check never ran) -> surfaced
- 5 phantom-success writes (OK on zero matched rows) fixed
- assets K3 component-sum validated against stale acquisition_cost -> fixed
- invite silent email-send failure -> response carries email_sent;
  deadlines/calendar cast-then-check JSON crashes -> Zod

Convention
- ~44 legacy routes converted to withRouteContext (MFA); added Zod validation,
  corrected status codes, console.* -> lib/logger

Response shapes preserved for existing callers. ~110 new tests.

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

* feat(bookkeeping): save a booking as a reusable template from Bokför direkt

Add a "Spara som mall" action to the manual booking dialog so users can
capture a kontering they just worked out as a booking template — right
where they figured out how something should be booked.

- derive amount-parameterised template lines from the concrete booking
  (settlement = the non-VAT leg nearest the total, 26xx = a VAT line with
  its rate snapped to the nearest standard rate, the rest = business
  ratios; line labels come from the loaded BAS chart)
- extract the shared TemplateForm out of BookingTemplatesPanel so the
  booking dialog reuses the same editor, live preview and convertibility
  hints instead of duplicating them
- save via the existing POST /api/settings/booking-templates endpoint

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

* fix(bokslut): render arsredovisning RR/BR at ÅRL post level — no kontonummer

Bolagsverket rejected a user's filed årsredovisning with "Balansräkning
och resultaträkning ska inte innehålla kontonummer": the PDF built every
statement row as per-account "1930 Företagskonto" lines while the iXBRL
filing path already aggregated to statutory posts, so the two artifacts
diverged.

The PDF statements now derive from the same K2 risbs mapping the iXBRL
document uses (mapTrialBalancesToK2), via a new statement-rows.ts that
emits post-level rows in uppställningsform order for both the K2 and K3
templates. Also fixed along the way:

- Jämförelseår column (ÅRL 3:5 §) — previous-year trial balances now load
  and render; the old PDF had no comparatives at all.
- mapping.warnings (unmapped accounts, RR ≠ 2099, obalans, reclass
  nudges) flow into ArsredovisningData.warnings so the wizard flags a
  non-fileable document before download.
- Flerårsöversikt current/previous year overridden with the mapper's
  strict-3000–3799 Nettoomsattning, mirroring build-input's
  duplicate-fact rule, so the FB table ties to the RR.
- FB eget kapital-table is post-level and drops obeskattade reserver
  (never eget kapital); K3 equity-changes statement uses real prior-year
  opening balances with derived utdelning/nyemission residuals that tie
  the roll-forward exactly to booked UB.
- build-input dedupes warnings now that the PDF path runs the same
  mapping.

Regression test asserts no RR/BR label ever contains a four-digit
account number again.

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

* fix(reports): diagnose untransferred prior-year results behind balance-sheet differens

Prod incident (97 kr): a multi-year SIE migration lacked one year's
omforing av arets resultat; the residual corrupted every later derived
opening balance and Balansrakningen showed a bare "Differens: 97 kr"
with no explanation. Continuity checking cannot catch this failure mode
(prior-year UB and derived IB match per-account by construction) - the
invariant that actually breaks is per-year P&L = 0 for all non-latest
years.

- lib/reports/imbalance-diagnosis.ts: shared detector
  (findUntransferredResults + buildImbalanceDiagnosis)
- Balansrakning/Balansrapport attach imbalance_diagnosis when unbalanced,
  naming the exact culprit years; rendered in web views + PDF; MCP
  gnubok_get_balance_sheet inherits the field via spread
- SIE import: parse-time warning when a completed year's vouchers leave
  a P&L residual, plus a post-import DB walk surfacing culprits as
  warnings and structured details.untransferredResults; the Arcim
  migration workspace previously dropped result.warnings entirely and
  now renders them
- opening-balance/correct: pre-flight the company lock date and return
  409 OB_COMPANY_LOCK_DATE (retryable: false, lock date interpolated in
  the client message) instead of the retryable 500 that invited blind
  retries; catch-path maps a raced trigger rejection to the same code

Diagnosis runs only on unbalanced paths (zero cost when healthy) and
never fails the report or the import. No migration, nothing persisted.

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

* fix: production error remediation — FX rates, deadlines, log levels, correction relink

Batch of fixes for recurring Vercel runtime errors:

- Riksbanken FX rates: persistent read-through cache (exchange_rates
  table), one retry honoring Retry-After on 429/5xx, bounded ingest
  concurrency, and an honest fallback — most recent cached observation
  or null, never a hardcoded rate silently booked into amount_sek.
  Unrated transactions stay repairable via refresh-exchange-rate.
- Tax deadline regeneration inserts replacement rows before deleting
  the superseded set, so a failed insert no longer wipes a company's
  deadlines (the 23502 user_id regression did exactly that). Migration
  makes deadlines.user_id nullable for system-generated rows.
- Route wrappers + errorResponse log 4xx outcomes at warn so only
  genuine 5xx reach Vercel's runtime-error clustering; client-supplied
  /api/log telemetry demoted to warn as well.
- application/json documents (raw PSD2 responses archived per BFL)
  validate as parseable JSON with object/array root instead of always
  failing the magic-byte check.
- correctEntry surfaces document-relink failures to callers, and the
  BFL document-immutability trigger now allows relinking underlag from
  a reversed entry to its correction (migration + pg test).
- Middleware clears stale session cookies on /api requests too, using
  scope 'local' so cleanup doesn't re-trigger the failed token refresh.

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

* fix(skatteverket): persist token health and stop retrying dead consents

Terminal auth errors (SESSION_EXPIRED, REFRESH_EXHAUSTED, MISSING_SCOPE,
TOKEN_CORRUPTED) mark the token row needs_reconsent with the error code
and timestamp — SKV per-flow refresh tokens live 65 minutes, so once
expired nothing recovers without a fresh BankID consent. The AGI
kvittens and skattekonto sync crons skip flagged connections instead of
failing every night, and the settings panel prompts for re-consent
proactively. A successful reconnect resets the row to active.

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

* fix(banking): allocate distinct BAS ledger slots for PSD2 mirror accounts

A bank returning N same-currency accounts used to map them all onto the
currency default (1930/1932/1933/1934), tripping the UNIQUE
(company_id, ledger_account) constraint per-account — swallowed errors
left accounts silently unmirrored. allocatePsd2LedgerAccount now hands
out the currency default first, then free 1931–1959 sub-account slots,
skipping slots held by any existing row.

- Callback persists allocations to accounts_data so the picker pre-fills
  reality; reconnect reuses previously mirrored ledgers instead of
  re-deriving (a user remap to 1935 survives).
- Selection save resolves effective ledgers up front and rejects
  duplicates or cross-connection conflicts with a 400 instead of
  silently skipping the mirror.
- Bank error codes + psu_type are forwarded to the settings page for
  every OAuth error, keying the Handelsbanken corporate fullmakt
  guidance.

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

* fix(agent): stage exact journal lines on categorization previews

Categorization previews only carried debit/credit accounts, the GROSS
amount, and separate VAT rows — read together that looks like an
unbalanced 'gross on cost account + VAT debit' entry, and it misled
both users and agents into rejecting correct proposals. The MCP
preview and the pending-operation PATCH now materialize the exact
lines the commit executor will post (net cost line, VAT line, gross
bank line, SEK) via buildTransactionEntryLines, and PATCH re-derives
them from the new mapping instead of spreading stale staged lines.
ApprovalCard and /pending render the verifikat lines, falling back to
the legacy summary only for operations staged before this fix.

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

* feat(bookkeeping): prune unused imported accounts from the chart

SIE imports routinely bring in hundreds of accounts that were never
used and clutter the kontoplan. New account_usage_counts RPC (one
grouped query instead of a count per account) backs GET
/api/bookkeeping/accounts/usage, and POST /api/bookkeeping/accounts/prune
deletes zero-usage accounts — dry-run first, then an explicit account
list capped at 2000. Accounts with journal lines are skipped, never
deleted. The chart manager shows a usage column and a prune dialog
grouping custom accounts vs unused BAS-seeded ones.

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

* feat(api): carry dimensions through v1 invoice and supplier-invoice surfaces

Credit-note creation now copies default_dimensions and per-line
dimensions from the original, so the reversing journal entry nets
against the same dimension cells instead of dropping them. List/detail
responses expose the dimension fields, and the OpenAPI spec snapshot
follows.

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

* perf: batch serial Supabase round-trips on hot dashboard paths

Every dashboard render pays the layout's query chain, so serialized
awaits are direct wall-clock: the layout, chat conversation, invoice
detail, supplier detail, select-company, and agent-onboarding pages now
run their independent lookups in parallel batches, and
getCompanyCapabilities folds its disabled-config read into the same
round-trip. JournalEntryList hydrates the saved fiscal-year scope
optimistically instead of serializing the first entries fetch behind
the fiscal-periods request. The supplier detail page filters invoices
server-side via a new supplier_id query param instead of fetching the
whole company ledger, and the invoice editor (with its framer-motion
dependency) lazy-loads so it stops shipping with the invoice list
bundle.

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

* feat(salary): one-click runs, payslip delivery, payments settings, run cockpit

Salary P1 batch, driving the 20-click flow toward 3 clicks:

- One-click 'Starta lönekörning': POST /api/salary/runs accepts an
  empty body and resolves defaults server-side — period follows the
  latest non-corrected run, payment date from the new
  salary_pay_day setting, series from the per-source-type map. The
  separate /salary/runs/new page is gone.
- Run detail page rebuilt as a step-railed cockpit (progress rail,
  KPI cards, employee ledger, journal preview) on a deliberately
  wider canvas; components extracted to components/salary/run/.
- Payslip delivery: tokenized public payslip pages (/payslip/[token],
  backed by salary_payslip_links) plus per-employee email send with
  PDF — employees need no account, and the middleware exempts the
  route from auth redirects.
- Payments settings: salary pay day, default bank, and pain.001 vs
  Bankgirot Lön format with per-bank upload instructions and an LB
  sunset warning (banks retire LB during 2026).
- AGI panel: full submission status flows (stale drafts, signing
  links, kvittens polling, error reports); tax payment panel with
  skattekonto shortcut and mark-as-paid.
- Salary calendar bulk editing, employee benefits/tax-card polish,
  municipality tax-table lookup improvements.

messages/sv+en also carry the strings for the account-prune,
skatteverket-reconsent, and banking surfaces committed just before
this.

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

* chore: adopt Next 16 proxy.ts convention + repo housekeeping

- Rename middleware.ts to proxy.ts with the proxy() export (Next 16
  renamed the middleware convention; behavior unchanged).
- Exclude dev_docs/ from tsconfig so stray snippets in planning docs
  don't break the build type-check.
- Ratchet antipatterns-baseline down (raw-route-auth 165 → 119) to
  lock in the withRouteContext migration from 5cfd2b76.
- template-library uses roundOre() instead of inline rounding.
- database.md: drop account_balances from the key-tables list.

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

* fix(bookkeeping): robust service-role detection in correction document relink

relink_documents_to_correction() keyed its service-role branch on auth.role(),
which reads the singular request.jwt.claim.role GUC that PostgREST v10+ and the
pg-real harness no longer populate. Genuine service-role callers (pending-ops
executor / MCP approve) landed in the auth gate and could not relink underlag.
Read the role from the request.jwt.claims JSON directly, mirroring the canonical
link_voucher_rpcs_tenant_guard convention. Validated on staging.

Also: harden the salary run page's error paths (res.json().catch) against
non-JSON error bodies, and roll back the pg-real service-role case in finally so
an aborted transaction cannot poison a pooled connection for the next test.

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

* fix(documents): restore journal_entry_line_id link durability (BFL 7 kap)

Migration 20260704103000 rewrote enforce_document_journal_entry_immutability to
guard journal_entry_id but left journal_entry_line_id to the metadata trigger,
which exempts draft-linked docs -- and the entry-level trigger only fired on
UPDATE OF journal_entry_id, so a line-id-only UPDATE never invoked it at all.
That let a set journal_entry_line_id be cleared to NULL, breaking the "link
durable from first set" invariant (document-immutability.pg regression).

Widen the trigger to fire on journal_entry_line_id too and guard it with the
same uuid-durability rule as journal_entry_id (setting NULL -> uuid stays
allowed; clearing/re-pointing a set value is blocked, status-independent). The
correction-relink GUC path, which legitimately clears line_id when moving
underlag to the posted correction, stays exempt. Validated on staging.

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

---------

Signed-off-by: Emil <emilmattsson14@gmail.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-05 03:05:09 +02:00
Jakob Wennberg ec27228a8e style: remove em/en dashes repo-wide, add CLAUDE.md rule against them (#890) 
Em dashes (—) and en dashes (–) had spread across comments, docs, tests,
and a few UI strings, reading as AI-generated boilerplate rather than
house style. Replaced each with punctuation matching its context: colon
for explanatory clauses, comma for asides, plain hyphen for numeric/legal
ranges (e.g. "21-23§"), "to"/"till" for date ranges, parentheses for
paired-dash asides. messages/en.json and messages/sv.json were fixed by
hand together to keep sv/en in sync.

Left untouched where the dash is the functional subject rather than
decorative punctuation: date-range-parser.ts's separator regex,
charset-repair.ts's CP1252 byte-mapping table (and its test), the SIE
encoding mojibake docs, generic-csv.ts's minus-sign normalizer, the
agent system-prompt files that already instruct against em dashes, and
a golden iXBRL test fixture compared byte-for-byte.

Also fixes two bugs surfaced along the way: an off-by-one in
ApiKeysPanel's scope-label split (a leftover from an earlier partial
pass), and a charset-repair test that had lost the literal en-dash it
exists to verify.

Regenerated the agent atom seed migration (skills:generate) since 27
SKILL.md files changed. Added a CLAUDE.md rule against em/en dashes,
with an explicit carve-out for the functional-dash cases above.

Co-authored-by: Claude Sonnet 5 <noreply@anthropic.com>
 2026-07-04 15:58:06 +02:00
Jakob Wennberg 70e893b8d4 fix(skattekonto): stop conflating live-call auth failures with "inte anslutet" + surface SKV connection first in tax settings (#887) 
The sync endpoint returns 401 for six distinct auth states (handleSkvError):
NOT_CONNECTED, SESSION_EXPIRED, REFRESH_EXHAUSTED, MISSING_SCOPE,
TOKEN_CORRUPTED, TOKEN_REVOKED. The page treated every 401 as "Skatteverket
är inte anslutet" — directly contradicting Inställningar, which reads the
stored token metadata and truthfully shows "Ansluten" for all but the first.

- syncNow now checks the structured error code: only NOT_CONNECTED flips to
  the not-connected empty state. Every other auth failure renders the
  server's actual Swedish message as a persistent banner with an "Anslut
  igen" CTA, keeping the stored saldo/transactions visible.
- SkatteverketConnectPanel moves to the top of /settings/tax — the
  skattekonto and momsdeklaration pages send users there specifically to
  (re)connect, and below the tax form it sat out of view.

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-03 16:35:09 +02:00
Mattsson 237b77a366 feat: custom inbound mail domains, rot/rut payout file, invoice email texts, security hardening (#878) 
* fix(security): guard MCP test keys, RLS role gate + voucher RPC guards, /api MFA gate, deps

- MCP: force dry-run / block writes for test-mode API keys in tools/call (extensions/general/mcp-server)
- DB: current_user_can_write role gate on write policies (40 tables) + tenant guards, SET search_path, REVOKE anon on commit_journal_entry / next_voucher_number / detect_voucher_gaps (migration 20260702093000)
- Middleware: MFA (AAL2) gate on cookie-authenticated /api routes via apiPathSkipsMfaGate
- Deps: npm audit fix clears mailparser/linkify-it/nodemailer/svix/uuid highs; xlsx -> SheetJS 0.20.3

Adds unit + pg-real tests. Does not touch in-progress ROT/RUT or invoice-email-texts work.

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

* feat(invoices): rot/rut begäran om utbetalning — HUS XML (V6), payout tracking + settlement, MCP tool

Generates Skatteverkets begäran-om-utbetalning file (schema V6) from paid
ROT/RUT invoices — no submission API exists, the file is uploaded manually
at skatteverket.se. Headless by design for now: API routes + MCP tool
(gnubok_generate_rot_rut_file), no UI surfaces.

- lib/invoices/rot-rut-file.ts: pure XML generator with deterministic
  per-invoice blockers (hours, work type, personnummer, property info,
  mixed rot+rut, XSD limits) + 31 January deadline warnings
- rot_rut_payout_requests(+items) tables: one active begäran per invoice
  (DB triggers incl. reactivation guard), RLS, audit, pg-real tests
- Settlement: POST /settle books debit 1930 / credit 1513 via the engine
  (source_type rot_rut_payout); partial payouts → partially_paid
- Work-type lists corrected against Begaran.xsd: IT-tjänster is rut-only,
  snöskottning/tillsyn/tvätt added (schablontjänster utfört-only)
- Fix: invoice-level fastighetsbeteckning was validated but never
  persisted — now stamped onto rot lines in build-invoice-write; API
  accepts bostadsrätt pair (lägenhetsnr + BRF orgnr, editor UI deferred)
- invoice_items.brf_org_number migration + MCP scope invoices:write

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

* feat(invoices): per-company editable invoice email texts

Add an "E-posttexter" section under Settings -> Fakturering where the
subject, greeting, body and sign-off of the standard invoice email can
be customized per company in Swedish and English. Fields pre-fill with
the standard texts and only diffs from the standard are stored
(company_settings.invoice_email_texts JSONB), so future improvements to
the stock wording still reach companies that have not customized. Each
field has a reset-to-standard button; cleared fields snap back.

Texts support a fixed placeholder set (invoice number, customer name,
first name, company, due date, amount) substituted at send time in a
single pass; unknown placeholders stay literal. Custom texts are
HTML-escaped after substitution, newlines become <br> in the HTML
variant, and subject lines are flattened to a single header line.
Overrides apply to standard invoices only - credit notes, proforma and
delivery notes keep the stock texts. All send paths (UI, v1 API, MCP
approval, recurring) pick the texts up via the existing settings row.

The Zod schema half of this change (InvoiceEmailTextsSchema in
lib/api/schemas.ts) was inadvertently included in 8291f745.

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

* fix(documents): accept PDFs with preamble before %PDF- header, surface content rejections as 400

detectFileMagic required the %PDF- signature at byte 0 (BOM aside),
rejecting genuine PDFs that carry a leading newline or junk bytes —
files every ISO 32000 reader opens fine. Now scan the first 1024 bytes
for the signature, matching real-reader behavior. Image types stay
strict at offset 0 to keep the anti-placeholder defense tight.

Magic-byte rejections were also mislabeled as DOC_UPLOAD_STORAGE_FAILED
(500 'Filen kunde inte sparas'), blaming storage for a client-side file
problem. Both upload routes now map them to a new
DOC_UPLOAD_INVALID_CONTENT (400) with an accurate message.

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

* feat(bookkeeping): full keyboard flow for manual journal entry

Enter now drives the whole verifikat flow: verifikationstext drops into
the first row missing an account, konto commits advance to debet, Enter
on an empty debet hops to kredit, and an entered amount jumps to the
next row. Once the voucher balances, Enter opens the review (unchanged
gate) and the auto-focused confirm posts it — including through the
no-underlag warning dialog. Escape in the inline review goes back to
the form.

Also fixes an Enter footgun in AccountCombobox: a bare Enter on a
freshly focused field no longer selects the first account in the list —
selection now requires typing or arrow navigation; otherwise Enter
re-commits the current value or bubbles to the form-level handler.

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

* feat: add custom inbound domains management for companies

- Implemented functionality to allow companies to claim and manage their own inbound email domains via Resend's API.
- Created a new table `company_inbound_domains` to store domain information, including status and DNS records.
- Added necessary RLS policies to restrict access based on user roles (owner/admin).
- Developed functions for domain normalization, validation, claiming, verification, and removal.
- Implemented webhook handling for domain status updates from Resend.
- Added comprehensive tests for RLS, constraints, and triggers related to the new domain management feature.

* fix: address PR #878 review findings and CI failures

- migrations: drop the ai_usage_tracking policy block from the role-gate
  migration — the table was removed by 20260504120000_remove_ai_subsystem
  and only lingers on staging as drift; a from-scratch chain (pg-real,
  Supabase preview) failed on it
- invoice-inbox: never flip a custom domain to verified off a domain.updated
  webhook alone — confirm the receiving capability with Resend first
  (fail-closed); normalize both sides of the orphan-adoption domain match
- rot/rut: block files where begärt belopp exceeds what the buyer paid
  (DEDUCTION_EXCEEDS_PAYMENT); tighten brf_org_number validation to real
  orgnr shapes; parameterize the settlement bank account (19xx, default 1930)
- rot/rut routes: log acting user on financial mutations, stop swallowing
  item mirror errors, narrow response projections (no customer ids through
  the invoice join); document the deliberate inline-XML decision
- documents: stop echoing raw storage-layer error messages to clients

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

* fix: round-2 CI + compliance findings on PR #878

- migrations: the role-gate migration targeted automation_webhooks, which
  20260515170000_webhooks_v2 renamed to webhooks on the canonical chain
  (staging kept the old name — drift); gate public.webhooks instead,
  dropping legacy schema-sync policy names defensively. Restore the
  20260623130000 owner fallback in next_voucher_number that the stale
  copied-verbatim body silently reverted (caught by engine.pg locally).
  Full migration chain verified from scratch against supabase/postgres:15.
- mcp: bump the tools/list payload ceiling 44K -> 45K — main's #877
  qualified-identifier schemas plus this branch's rot/rut tool crossed the
  ceiling only in combination; documented in the test's history log.
- rot/rut: refuse partial settlement before Skatteverkets beslut is
  recorded (would bypass the PATCH lifecycle and strand the request);
  block zero-kronor ärenden (ZERO_DEDUCTION); require sekelsiffra 16 on
  12-digit brf orgnr in both schema validation and normalizeBrfOrgNr

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

* fix: rename branch migrations off main's colliding versions

After the merge with main, two versions were shared by two files each
(20260702100000: rot_rut_payout_requests vs company_settings_dimensions_
enabled; 20260702130000: invoice_email_texts vs pending_operations_add_
create_dimension_value). psql-based CI applies by filename and doesn't
care, but Supabase branching records migrations by version (PK) — the
second file with the same version breaks the preview with a
schema_migrations_pkey duplicate. Neither branch migration is version-
recorded on staging or prod, so renaming to fresh 20260703 versions is
safe; nothing between the old and new positions depends on these objects.

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

* fix(security): scope the /api MFA-gate bypass to real Bearer-auth surfaces

Any Authorization header — attacker-controlled — used to skip the AAL2
gate for every /api route, so a stolen-password AAL1 cookie session could
reach cookie-authenticated routes (which ignore the header) by attaching
`Authorization: x`. The skip is now scoped to the surfaces whose auth
contract IS the header (/api/v1 API keys, the MCP endpoint's OAuth
tokens); pure Bearer callers elsewhere (cron secret, signed webhooks)
carry no cookie session and were never touched by the gate, which only
fires for cookie users. Superagent P2 on PR #878.

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

* test: normalize path separators in dimension statutory guard scan

The route scan compared walked file paths against a POSIX-path allowlist,
so the suite failed on Windows (backslash separators) while passing on
Linux CI. Normalize the scanned paths to forward slashes.

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-03 13:57:59 +02:00
Jakob Wennberg 8bb49c07a2 feat(dimensions): PR2 registry — CRUD API, register UI, settings toggle, SIE export on the new registry (#858) 
* feat(dimensions): PR2 registry — CRUD API, register UI, settings toggle, SIE export on the new registry

Phase 2 of dev_docs/dimensions_implementation_plan.md. Companies with
dimensions_enabled=false (default) see zero change.

API:
- Dashboard CRUD: GET /api/dimensions (lazy-seeds system dims 1/6 via the
  ensure_company_dimensions RPC), PATCH /api/dimensions/[id] (is_system
  rename blocked), POST/PATCH/DELETE values (code immutable after creation;
  strict Fortnox code format ^[A-Za-z0-9ÅÄÖåäö_+\-]{1,20}$ at the API layer;
  retention-trigger deletes surface the Swedish "arkivera istället" message
  as 409 DIMENSION_VALUE_REFERENCED).
- POST /api/dimensions/import-existing — scans journal_entry_lines.dimensions
  for unregistered codes and mints inactive placeholder registry rows.
- v1 public API: GET dimensions + POST values (Idempotency-Key, dry-run),
  registered in the OpenAPI spec (102→104 endpoints).
- dimensions_enabled boolean on company_settings (new migration,
  UI-visibility only, never correctness-bearing) exposed through the
  existing settings read/update path.

SIE export (lib/reports/sie-export.ts):
- Reads the new dimensions/dimension_values registry; legacy
  cost_centers/projects tables now have zero readers (drop migration next).
- Fixes the latent Visma-rejection bug: #OBJEKT now declared for INACTIVE
  values referenced by lines.
- Generic-N: #DIM/#UNDERDIM loop sorted by sie_dim_no; #TRANS object lists
  serialize from the line JSONB map (sorted, '01'→'1' collapse); orphan
  codes/dims synthesize declarations from the SIE reserved-number seed —
  every referenced (dim, code) pair is guaranteed declared.

UI:
- /dimensions register (Register-recipe): tabs per dimension, search,
  sortable table, value dialog (code immutable on edit, projekt dates on
  dim 6), archive-not-delete affordances.
- DimensionCombobox shipped (mounts in the tagging PR).
- Settings toggle "Aktivera kostnadsställen & projekt" — toggle-on runs the
  import-existing scan and links to the register.
- Nav row in redovisning, rendered only when dimensions_enabled (same
  mechanism as pays_salaries).
- dimensions.* i18n namespace (51 keys, sv/en parity).
- Sandbox seed: demo dims + values, revenue line tagged {"1":"BUTIK","6":"P001"}.

Verified: 6328/6328 unit tests, guard + coverage gate green, tsc parity with
main (210=210), production build passes.

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

* fix(dimensions): PR2 review round — atomic archived-create, UNDERDIM ordering, import robustness, date semantics

- POST values accepts is_active so "create as archived" is atomic; the UI's
  fragile create-then-PATCH fallback is deleted (PR Agent finding 1).
- DimensionCombobox blur revert reads the committed value/values through refs
  so a selection landing inside the 150ms window always wins (finding 2).
- import-existing sanitizes candidate codes like the PR1 backfill and upserts
  with ignoreDuplicates — one bad/duplicate code can no longer abort the
  batch; created counted from returned rows (finding 3).
- SIE export emits all root #DIM before any #UNDERDIM so a parent always
  precedes a lower-numbered child (SIE4 declaration order — Swedish review);
  synthesized placeholder declarations now log one structured warning
  (BFNAR 2013:2 behandlingshistorik) + defence-in-depth comment.
- Value dates rejected (400 DIMENSION_VALUE_DATES_NOT_ALLOWED) when the
  parent dimension is flow-period (resets_annually=true); explicit null
  still clears (Swedish review).
- Sandbox seed logs seeded dimension codes; GET /api/dimensions documents
  the deliberate absence of dimensions_enabled gating (UI-visibility flag,
  not a security boundary — compliance-swarm V8.2.1 rejected by design).

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-02 12:26:42 +02:00
Mattsson f63d3e3100 Bug/open banking flow (#854) 
* fix(enable-banking): pin Mobile BankID (decoupled) auth_method so Handelsbanken corporate connects

We never sent auth_method to Enable Banking, so it fell back to the ASPSP's
visible default — REDIRECT for Handelsbanken. For Handelsbanken *corporate*
PSUs the redirect flow does not support Mobile BankID, so authorization failed
right after the user approved in the BankID app. Mobile BankID at Handelsbanken
is a DECOUPLED method flagged hidden_method=true, which Enable Banking only uses
when requested explicitly.

Resolve the bank's preferred auth method before /auth: query the ASPSP's
auth_methods and pick the DECOUPLED (Mobile BankID) method when present,
otherwise leave auth_method unset so banks that already work are untouched.
The method name is read dynamically per psu_type, so it is robust across
sandbox/production naming.

- api-client: add approach/hidden_method to AuthMethod, fix ASPSP.auth_methods
  field name (was available_auth_methods, never populated), add
  getPreferredAuthMethod(), thread optional authMethod through startAuthorization
- index: resolve authMethod in /connect and pass it on both fresh + reconnect
- tests: cover method selection and request-body shaping

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

* refactor(invoice-inbox): clean up bulk-selection toolbar UI

Redesign the selection toolbar shown when inbox items are checked:
one solid primary "Bokför valda" button with outlined secondary
actions ("Fråga assistenten", "Ta bort") and a plain selection
count. Removes the redundant "Avmarkera" button (users uncheck the
still-visible box), fixes label clipping, and gives the toolbar more
breathing room.

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

* chore(entitlements): bypass paywall in local development

Add isPaywallBypassed() so all gated capabilities are testable locally
without a subscription. Fires only on NODE_ENV=development (npm run dev)
or an explicit DISABLE_PAYWALL=true escape hatch — production builds run
under NODE_ENV=production and the entitlement suite runs under 'test',
so both keep exercising the real gate.

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

* fix(tic): resolve enskild firma bolagsuppgifter via 12-digit personnummer

TIC's Lens search is fuzzy and only resolves an enskild firma from the 12-digit (century-prefixed) personnummer; a 10-digit form fuzzy-matched an unrelated entity. Expand personnummer to 12 digits before querying and reject hits whose registration number is unrelated to the request. Add a "Hämta" action to the settings Bolagsuppgifter panel to (re)fetch on demand.

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

* feat(transactions): implement categorize core for bank transaction categorization

- Added `categorize-core.ts` to handle categorization of bank transactions, supporting single and bulk operations.
- Introduced `categorizeMatchedTransaction` and `bulkBookMatchedInboxItems` functions for transaction processing.
- Implemented fiscal period validation and duplicate booking detection.
- Enhanced logging and error handling for transaction categorization.

feat(scripts): add diagnostic script for Handelsbanken ASPSP metadata

- Created `check-handelsbanken-aspsp.mjs` to fetch and display available authentication methods for Handelsbanken.
- Outputs metadata for business and personal PSU types, including default authentication methods.

fix(migrations): increase statement timeout for SIE bulk delete operations

- Updated `20260629160000_sie_bulk_delete_statement_timeout.sql` to set a longer statement timeout for bulk delete RPCs to prevent cancellations during large imports.

feat(migrations): add bulk book inbox items to pending operations

- Expanded `pending_operations` table to include `bulk_book_inbox_items` operation type in `20260630120000_pending_operations_add_bulk_book_inbox_items.sql`.
- Supports bulk booking of matched inbox items against bank transactions.

test(pg): add tests for replace_period_opening_balance_link RPC

- Implemented tests in `replace-period-opening-balance-link.pg.test.ts` to validate the functionality of the opening-balance correction flow.
- Ensured immutability of opening balance links and proper handling of posted vs. non-posted entries.

* fix(sie-export): update journal entries and lines handling in SIE export tests

* fix(migrations): resolve version collision on 20260629160000

The SIE bulk-delete statement_timeout migration shared version
20260629160000 with journal_entries_list_series_filter (merged from
main via #798/#823), causing a schema_migrations_pkey duplicate key
error on apply. Rename the branch's migration to 20260629160100.

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

* fix(compliance): resolve compliance-swarm + review findings

- opening-balance/correct: compensating rollback for the non-atomic
  storno+rebook so a mid-sequence failure never leaves two posted OB
  entries (ASVS V2.3); durable audit event on every failure path
  (V16); reference the original verifikationsnummer in the corrected
  entry per BFL 5 kap 5§; document that requireWrite already enforces
  write-role + membership (V8.2.1 was a false positive)
- reports sources routes: validate the cursor date component as ISO
  (/^\d{4}-\d{2}-\d{2}$/) before use, 400 on malformed (ASVS V1.2),
  applied to both the VAT-declaration and trial-balance routes
- AgentSessionList: await the rename PATCH, revert the optimistic
  title and toast on failure (ASVS V4.5)
- bank booking: exclude same-batch siblings from the booking-time
  duplicate guard so bulk-booking distinct same-(date,amount)
  transactions no longer false-positives; pre-existing duplicate
  detection is preserved
- BulkBookInboxDialog: drop the unsafe currency-based reverse_charge
  default, add an omvänd skattskyldighet advisory, and type VAT
  options to the backend VatTreatment union
- OpeningBalanceRowEditor: hold onChange in a ref (synced in effect,
  not during render) so an unstable callback can't cause a render loop

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

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-07-01 18:13:00 +02:00
Jakob Wennberg 2da9c71eb3 UI badge cleanup + /chart-of-accounts route + loop skills (#850) 
Bundles three separable concerns:

- style(ui): badge audit + cleanup across 45 files — real-status chips use Badge variants (raw Tailwind colors dropped), non-status count/type/label chips demoted to muted text, clustered badges consolidated; 20 unused imports removed.
- feat(bookkeeping): Kontoplan moved to a dedicated /chart-of-accounts route (nav + command palette wired); /bookkeeping shows the journal list only.
- chore(skills): loop-* automation skills + design-scan workflow under .claude/.

fix(reports): restored the destructive count badge on blocking errors in the periodisk sammanställning (EC Sales List) — a genuine status cue the audit had wrongly flattened; flagged by the PR reviewer and Swedish compliance bot, now clean.

All CI green; compliance bots report no findings.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-07-01 14:29:23 +02:00
Jakob Wennberg b800dcd403 style(ui): system-wide UX/UI polish pass — design-system conformance + copy cleanup (#835) 
* style(ui): system-wide UX/UI polish pass — design-system conformance + copy cleanup

Multi-agent scan of all 404 UI files against the locked design system, then
141 verified surgical fixes across 109 files (net -32 lines):

- Remove forbidden elevation/motion: shadow-* and rounded-xl on cards, active:scale
  bounce, hover:shadow on list items, transition-all -> transition-colors.
- Drop font-medium from single-weight Hedvig display headings/numerals.
- Replace raw rainbow Tailwind status colors with Badge variants / brand tokens /
  neutral surfaces (achromatic chrome, semantic colors stay data-only).
- Route raw dates through formatDate(), hand-rolled currency through formatCurrency(),
  add tabular-nums to financial figures; text-gray-* -> text-foreground tokens.
- Swap hand-rolled skeletons for the Skeleton primitive; off-scale spacing -> token scale.
- Fix copy: mislabeled "Leverantörsfakturor" -> "Utgifter" on bank-import outflow total,
  collapse no-op identical-branch ternaries, broken Swedish diacritics (mojibake),
  correct mismatch-password toast, correct supplier currency-field label.
- Remove PII-leaking debug console.log on register, stray console.logs.

Verified: tsc clean on all changed files, eslint clean, production build passes.

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

* fix(auth): sanitize residual error logs in register flow

Follow-up to PR review (compliance swarm V16 / GDPR Art.5(1)(f)): the
remaining console.error calls in the register flow passed raw error
objects, which Supabase may populate with PII (email) in nested fields.
Log only sanitized message strings instead.

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

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-06-30 13:14:13 +02:00
Jakob Wennberg 0e8698f538 fix(entitlements): billing reachable in settings modal + conversion redesign (#821) 
- Register BillingSettingsContent in SETTINGS_SECTIONS so the settings MODAL renders Abonnemang (it was falling back to Företag — billing was only a standalone page, never a registered section). Page is now a thin wrapper over the same component.
- Add GET /api/billing/status (isPaying / configured / trialEndsAt) so the client section gets state without server-only reads.
- Redesign for conversion: trial days-left urgency banner, reactive monthly/yearly price with a 'Spara 2 mån' badge, full-width price-bearing CTA, Stripe trust line, design-system-compliant chrome (flat Card, no shadow/rounded-xl, on-scale spacing, serif headline). Trialing companies now see the upgrade path (not the manage button).

The reported 'peach band' was not reproduced in code — no peach/salmon color exists in the app CSS and the only bottom drag-handle is in a md:hidden mobile sheet; most likely a macOS screenshot/desktop artifact.

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-06-29 16:51:31 +02:00
Mattsson 60e33c4b51 Fix/cus fee 28 (#820) 
* feat(invoices): add Plusgiro input to bank details settings

Plusgiro was already persisted, validated by the API schema, rendered on
the invoice PDF and toggleable via "Visa plusgiro" — but the settings UI
had no field to enter the number, so plusgiro-only users could not fill
it in. Add the input next to Bankgiro with Luhn validation and hyphen
formatting, include it in the save payload (normalised on save so raw
digits still match the dashed schema format), and add sv/en strings.

Adds validatePlusgiroNumber/formatPlusgiroNumber helpers + tests.

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

* fix(invoices): respect non-VAT-registered seller in PDF preview + portal tooltips

Two user-reported bugs:

- PDF preview (/api/invoices/preview-pdf) ignored company.vat_registered and
  fell back to the customer-driven 25% rate, so a non-momsregistrerad seller
  saw VAT in the review step even though the created invoice books none. Mirror
  the server-side write gate (build-invoice-write.ts): force 0% when
  vat_registered is false (delivery notes excepted).

- InfoTooltip rendered TooltipContent without a Portal, so tooltips were
  clipped by the scrollable DialogContent (overflow-y-auto) in the send-invoice
  journal-entry review. Wrap in TooltipPrimitive.Portal.

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

* fix(transactions): book library mall from its literal lines, not a lossy fallback

Booking a bank transaction with a user-created booking-template (mall) via the
convertible "QuickReview" fast path reduced the template to a single category +
one account_override, silently discarding the chosen debit/credit. A
kundinbetalning mall (D 1930 / K 1510) booked as a generic cost (D 6991 / K 1930),
or with a VAT line as D 1930 / K 1930 / K 2611 — and the result flipped with the
direction inferred from the business/settlement line tags, so visually-identical
templates produced different verifikationer.

Route every library template through the journal-entry editor (applyTemplate ->
/book), which posts the literal lines, regardless of convertibility. Add
regression tests locking the contract.

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

* fix(bookkeeping): make the booking-time duplicate guard bypassable

TRANSACTION_BOOK_POSSIBLE_DUPLICATE told users they could "book anyway" but
the UI dead-ended on a toast with no way to do so. Add a shared
DuplicateBookingDialog that surfaces the already-booked sibling and lets the
user review it or book anyway (force bound to the reviewed candidate, which
the server re-detects so a stale id cannot wave the guard away).

- Wire the dialog into the /transactions categorize flow and the manual
  booking dialog (JournalEntryForm -> /api/transactions/[id]/book)
- Bind the override to expected_duplicate_transaction_id OR
  expected_duplicate_journal_entry_id so ledger-only vouchers (paid invoice,
  salary run) can be confirmed too
- Extend the guard to the pending-operations commit path and the MCP server
- Tests for book/categorize routes, detection, and the commit guard

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

* fix(bookkeeping): log duplicate-guard bypass to behandlingshistorik in the agent commit path

The web /book and /categorize routes append a durable
BankTransactionDuplicateDismissed event when a user books over a detected
possible double-booking. The agent commit path (commitCategorizeTransaction,
commitMarkInvoicePaid) skipped the guard silently on allow_duplicate=true,
leaving no behandlingshistorik — an auditor could not reconstruct why the
duplicate was allowed (BFNAR 2013:2 kap 8).

When allow_duplicate=true, re-detect the candidate and append the dismissal
event (BankTransactionDuplicateDismissed for the bank-line path,
InvoiceDuplicatePaymentDismissed for mark-paid). Best-effort — a logging
failure never blocks a legitimate booking. Payloads stay PII-safe (ids,
amounts, dates only — no customer or merchant name).

Also fix the misleading DuplicateBookingDialog JSDoc: the retry binds
expected_duplicate_journal_entry_id, not candidate.transaction_id, so the
systemdokumentation matches the actual control (BFL 7 kap).

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

* test(mcp-server): stub booking-duplicate guard in receipt-matcher categorize tests

The gnubok_categorize_transaction tool runs the booking-time duplicate guard
before staging; its detection queries consumed the queued supabase mock
results, so the staging assertions saw a thrown duplicate error instead of a
staged op. Mock detectBookingDuplicate to "no duplicate" since these tests
don't exercise that path.

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

* refactor(transactions): use roundOre for duplicate-guard öre rounding

Replace naive Math.round(x*100)/100 with roundOre() from @/lib/money in the
booking-time duplicate guard (detection lib, commit executor, MCP categorize
tool), satisfying the no-new-antipatterns ratchet guard.

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

* fix(sie-export): paginate journal entries and lines to prevent truncation

* fix(bookkeeping): keep the Verifikat/Utkast toggle reachable on an empty list

The journal entry list early-returned a pristine empty card whenever the visible list was empty and no filter was active, returning before the Verifikat/Utkast toggle rendered. This stranded users with only drafts (no posted entries) and users who emptied the drafts list, who then had to use the main menu to get back to posted entries.

Narrow the early return to a genuinely empty ledger (committed view, no drafts, no filters); make the in-list empty placeholder context-aware (no drafts / no filter matches / no posted entries yet); resolve the draft count before clearing loading on an empty committed list to avoid a toggle flicker.

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

* fix(enable-banking): persist psu_type and reuse it on reconnect

Reconnecting a bank connection re-derived psu_type from the company entity_type every time (aktiebolag -> 'business'), silently overriding the type the user actually authorized with. A connection that only signs as 'personal' — common for AB owners who use a personal Mobile BankID, notably at Handelsbanken — flipped back to 'business' on every consent renewal and failed at the bank's signing step.

- Add nullable bank_connections.psu_type column (idempotent migration)
- Persist psu_type on connect; on reconnect reuse the stored value (explicit client override still wins)
- Let users switch account type (Företag/Privat) from the reconnect button
- Tests for persistence, reuse, and override

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

* fix(import): set maxDuration=300 on bank-file execute to prevent timeout

A full-year bank file (300+ rows) runs a sequential per-row ingest that takes ~85s of server time. The execute route set no maxDuration, so it inherited the platform default and was killed mid-run — the import "spins then aborts" for the user. Match the SIE import route and give it a 5-minute budget.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* fix(transactions): add assistant entry point on transaction rows

The agent ("Lena") could only be reached from Dokumentinkorgen, and only once an underlag was matched to a transaction. Transaktioner is the most common starting point for booking, so users could not start a booking with the assistant from there at all.

Add a per-row "Fråga [namn]" button on unbooked transaction rows that opens the existing transaction.categorization intent with the row's transaction_id. The intent already reads any linked underlag, so it works whether or not a receipt is attached. No new logic — only the missing entry point.

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

* feat(invoices): enable Swish payment QR on invoices

Flip SHOW_SWISH_ON_INVOICE on so the Swish row and payment QR render on the invoice PDF, and make the "Visa Swish" settings toggle live (it was hardcoded disabled). The preview-pdf route now builds the QR too, so it shows in forhandsvisning. Position the QR in the top-right of the payment box. No Swish API integration -- the QR is generated offline and prefills the customer Swish app; reconciliation stays via bank matching.

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

* fix(bookkeeping): scope verifikat list to current year, add storno action, clarify correction preview

Three UI fixes from user feedback; no engine logic changed.

- List defaults to the current räkenskapsår instead of all years. Voucher
  numbers run per fiscal year (one A42/year), so showing every year at once
  made them look like duplicates. New resolveCurrentPeriodId helper.
- Add 'Återför (storno)' action on the entry detail page and list row, wiring
  the existing reverseEntry — a pure reversal (BFL 5 kap 5§) with no
  replacement, distinct from 'Rätta'.
- Correction 'Effekt per konto' preview now labels a removed account 'tas bort'
  (vs a bare dash) and warns when the proposal is unbalanced; dialog explains
  the rows are the full new verifikat.

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

* feat(bank_connections): add psu_type column to persist chosen authorization type

* feat(errors): add CannotReverseStornoError for handling reversal of storno or correction entries

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-06-29 16:34:51 +02:00
Jakob Wennberg 4f0a7b1db0 feat(entitlements): per-company capability paywall — gate, trial seeding, UI upsells, Stripe checkout (#815) 
* feat(entitlements): capability-grant gate substrate (paywall + modularity)

Two-axis capability primitive behind the SaaS paywall and the per-tenant
modularity/marketplace vision:
- migration: capability_grants (entitlement axis, polymorphic company/firm
  scope), company_capability_config (enablement axis), metered_events
  (append-only), company_has_capability() RPC reusing the 20260619130100
  tenant guard; SELECT-only RLS (writes service-role only, no self-grant).
- lib/entitlements: hasCapability/requireCapability gate (mirrors guardSandbox,
  fail-closed, NEXT_PUBLIC_SELF_HOSTED bypass), capability key namespace,
  metering helper.
- unit (11) + pg-real tests (RPC/RLS/tenant-guard incl. no-self-grant).

Gate not yet wired into call sites (follow-up commit). Paid keys:
ai, bank_sync, skatteverket, email_send.

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

* feat(entitlements): enforce capability gate at paid external-service chokepoints

Wire the gate into the paid surfaces (keys: ai, email_send, bank_sync, skatteverket):
- AI routes (agent invoke/composer/onboarding stream): requireCapability(ai)
- Invoice send (web + v1): requireCapability(email_send)
- document-extraction event handler: skip Bedrock extract if ai not entitled
- enable-banking + skatteverket crons: per-company hasCapability skip in loop
- colocated send-route test mocks updated (requireCapability -> null)

Free per founder decision: TIC org lookup, VIES VAT validation, FX auto-fetch,
cloud backup, BankID login, all internal bookkeeping.

DEPLOY ORDER: fail-closed by design — do NOT deploy before trial/comp grant
seeding lands, or companies without grants lose these features. Seeding +
Stripe checkout/webhook are the next steps.

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

* feat(entitlements): seed trial + comp capability grants

Makes the fail-closed gate safely deployable — nobody is locked out at cutover:
- AFTER INSERT trigger on companies grants every NEW company a 30-day trial on
  the PAID keys (ai, bank_sync, skatteverket, email_send), on ALL creation paths
  (RPC/MCP/direct) — so a new signup can use onboarding AI immediately.
- one-time backfill for EXISTING companies: created <=2026-06-07 -> trial ends
  2026-07-07; created later -> created_at + 30 days.
- permanent comp grants for Arcim/Mattsson (matched by name, no hardcoded UUIDs).
- pg tests: clearGrants() for controlled resolver tests + trigger coverage.

Trigger fn is SECURITY DEFINER so it writes grants regardless of caller RLS
(table has no INSERT policy for authenticated — no self-grant).

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

* feat(entitlements): client capability visibility + billing page

Non-payers get a clean upsell instead of broken/empty features:
- CompanyContext gains capabilities[] + useCapability(key); resolved once
  server-side in the dashboard layout via getCompanyCapabilities (batched, 2
  queries), all three provider branches wired.
- /settings/billing upgrade page — the destination upsells point to (Stripe
  Payment Link via NEXT_PUBLIC_STRIPE_PAYMENT_LINK; degrades to 'coming soon'
  until automated checkout lands).
- ChatEmptyState: non-payer sees an Uppgradera CTA (mirrors the sandbox state).
- SendInvoiceDialog: email send disabled + upsell note when email_send missing
  (extends the existing sandbox-disable pattern).

Fast-follow: chat input/FAB + document-inbox empty state + bank/skatteverket/
AI-suggest buttons + a shared capability_blocked->toast backstop.

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

* feat(entitlements): gate remaining paid UI surfaces with upsell (fast-follow)

disable-with-upsell across the rest of the paid surfaces (keys: bank_sync, skatteverket, ai):
- BankSyncNowButton: sync/reconnect disabled + note when !bank_sync (CSV/SIE stays free)
- AGIPanel: AGI submit-to-Skatteverket disabled + note when !skatteverket
- SkatteverketConnectPanel: BankID connect/reconnect disabled + upsell
- ApprovalCard: AI re-propose (correction) gated; manual approve/reject stay free
- InvoiceInboxWorkspace: upsell when extraction empty AND !ai (deterministic parse + manual entry unaffected)
- AgentTrigger FAB: routes to /settings/billing when !ai (no dead chat)
- settings nav: 'Abonnemang'/'Subscription' link to /settings/billing (sv/en)

TaxPaymentPanel + TransactionInboxCard intentionally untouched — only local/
deterministic actions there, nothing paid+external to gate.

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

* feat(entitlements): automated Stripe subscription checkout + webhook

Self-serve revenue wired to the same capability-grant primitive:
- migration: company_subscriptions (company<->Stripe link/status) + stripe_webhook_events (idempotency)
- lib/stripe: getStripe singleton, plan->price mapping, subscription-sync (statusGrantsAccess / subscriptionToState / applySubscriptionState / handleStripeEvent). Active sub -> upsert source='stripe' grants for PAID keys (expiry = period_end + 3d grace); canceled/unpaid -> remove ONLY stripe grants (freeze-and-retain).
- routes: POST /api/billing/checkout (hosted subscription Checkout, company_id metadata), POST /api/billing/portal (Customer Portal), POST /api/stripe/webhook (raw-body signature verify, event-id dedup; handles checkout.session.completed + customer.subscription.*)
- billing page: real plan-toggle Checkout CTA / manage-subscription portal, gated on isStripeConfigured()
- adds stripe@22; unit tests for sync logic

Provisioning is webhook-driven (never trusts the success redirect). Needs env: STRIPE_SECRET_KEY, STRIPE_WEBHOOK_SECRET, STRIPE_PRICE_MONTHLY, STRIPE_PRICE_YEARLY.

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

* fix(entitlements): validate UUIDs in capability filter + log webhook errors

Addresses PR review (Superagent Security / PR Agent):
- has-capability.ts: validate companyId/teamId as UUIDs before interpolating into the PostgREST .or() filter (fail-closed) — removes the latent injection vector flagged in the entitlement gate. Unit tests updated to use UUIDs.
- stripe/webhook: log processing failures with event id + type before the generic 500, so a failing webhook is visible to operators.

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

* fix(salary): always-free AGI XML download for manual filing; only direct API submit is paid

Per founder decision on the swedish-compliance-review finding: AGI is a mandatory statutory filing, so producing/downloading the AGI XML must never be paywalled. Adds a free 'Ladda ner AGI-fil' button (generates + downloads the XML for manual upload to Skatteverket's e-service) on all tiers; the gated 'Skicka in underlag' stays the paid convenience (direct API submission — which also requires the paid BankID connection). Upsell reworded to point to the manual path.

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

* fix(entitlements): harden comp-grant match after prod verification

Verified Arcim/Mattsson in prod (pwxtzglxptnnvjrpixpg): the name match was case-sensitive (missed the active 'Arcim technology AB' lowercase variant) and would have granted 3 archived dupes. Now match by org_number (5595386219 / 5595719864) OR case-insensitive name, active companies only — hits exactly the 3 active comp companies, excludes archived dupes and the unrelated 'Amnäs Mattsson, Emil' enskild firma.

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

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-06-29 15:56:19 +02:00
Jakob Wennberg 55ba66908b feat(salary): let an enskild firma employ staff while blocking owner/board payroll (#797) 
An enskild firma that hires staff should get the payroll module, but its owner
or board can never be on payroll (owner compensation is egna uttag / BAS 2013,
not lön).

- Migration 20260628120000 adds the enforce_ef_no_owner_employee trigger
  (BEFORE INSERT OR UPDATE OF employment_type) as the all-paths backstop.
- lib/salary/employment-rules.ts is the app-layer mirror (forbidden set kept
  byte-identical to the trigger); getCompanyEntityType() resolves the same
  company_settings -> companies precedence.
- The two UI salary routes and the v1 POST guard before insert/update for a
  clean 400 with guidance.
- Payroll nav + Lön settings now show for any employer (aktiebolag OR
  company_settings.pays_salaries), wired through the dashboard layout.

Fixes #782.

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-06-26 15:30:03 +02:00
Mattsson 9ed0b9515a Fix/invoice booking vat fixes (#778) 
* feat(invoices): add Plusgiro input to bank details settings

Plusgiro was already persisted, validated by the API schema, rendered on
the invoice PDF and toggleable via "Visa plusgiro" — but the settings UI
had no field to enter the number, so plusgiro-only users could not fill
it in. Add the input next to Bankgiro with Luhn validation and hyphen
formatting, include it in the save payload (normalised on save so raw
digits still match the dashed schema format), and add sv/en strings.

Adds validatePlusgiroNumber/formatPlusgiroNumber helpers + tests.

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

* fix(invoices): respect non-VAT-registered seller in PDF preview + portal tooltips

Two user-reported bugs:

- PDF preview (/api/invoices/preview-pdf) ignored company.vat_registered and
  fell back to the customer-driven 25% rate, so a non-momsregistrerad seller
  saw VAT in the review step even though the created invoice books none. Mirror
  the server-side write gate (build-invoice-write.ts): force 0% when
  vat_registered is false (delivery notes excepted).

- InfoTooltip rendered TooltipContent without a Portal, so tooltips were
  clipped by the scrollable DialogContent (overflow-y-auto) in the send-invoice
  journal-entry review. Wrap in TooltipPrimitive.Portal.

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

* fix(transactions): book library mall from its literal lines, not a lossy fallback

Booking a bank transaction with a user-created booking-template (mall) via the
convertible "QuickReview" fast path reduced the template to a single category +
one account_override, silently discarding the chosen debit/credit. A
kundinbetalning mall (D 1930 / K 1510) booked as a generic cost (D 6991 / K 1930),
or with a VAT line as D 1930 / K 1930 / K 2611 — and the result flipped with the
direction inferred from the business/settlement line tags, so visually-identical
templates produced different verifikationer.

Route every library template through the journal-entry editor (applyTemplate ->
/book), which posts the literal lines, regardless of convertibility. Add
regression tests locking the contract.

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

* fix(bookkeeping): make the booking-time duplicate guard bypassable

TRANSACTION_BOOK_POSSIBLE_DUPLICATE told users they could "book anyway" but
the UI dead-ended on a toast with no way to do so. Add a shared
DuplicateBookingDialog that surfaces the already-booked sibling and lets the
user review it or book anyway (force bound to the reviewed candidate, which
the server re-detects so a stale id cannot wave the guard away).

- Wire the dialog into the /transactions categorize flow and the manual
  booking dialog (JournalEntryForm -> /api/transactions/[id]/book)
- Bind the override to expected_duplicate_transaction_id OR
  expected_duplicate_journal_entry_id so ledger-only vouchers (paid invoice,
  salary run) can be confirmed too
- Extend the guard to the pending-operations commit path and the MCP server
- Tests for book/categorize routes, detection, and the commit guard

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

* fix(bookkeeping): log duplicate-guard bypass to behandlingshistorik in the agent commit path

The web /book and /categorize routes append a durable
BankTransactionDuplicateDismissed event when a user books over a detected
possible double-booking. The agent commit path (commitCategorizeTransaction,
commitMarkInvoicePaid) skipped the guard silently on allow_duplicate=true,
leaving no behandlingshistorik — an auditor could not reconstruct why the
duplicate was allowed (BFNAR 2013:2 kap 8).

When allow_duplicate=true, re-detect the candidate and append the dismissal
event (BankTransactionDuplicateDismissed for the bank-line path,
InvoiceDuplicatePaymentDismissed for mark-paid). Best-effort — a logging
failure never blocks a legitimate booking. Payloads stay PII-safe (ids,
amounts, dates only — no customer or merchant name).

Also fix the misleading DuplicateBookingDialog JSDoc: the retry binds
expected_duplicate_journal_entry_id, not candidate.transaction_id, so the
systemdokumentation matches the actual control (BFL 7 kap).

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

* test(mcp-server): stub booking-duplicate guard in receipt-matcher categorize tests

The gnubok_categorize_transaction tool runs the booking-time duplicate guard
before staging; its detection queries consumed the queued supabase mock
results, so the staging assertions saw a thrown duplicate error instead of a
staged op. Mock detectBookingDuplicate to "no duplicate" since these tests
don't exercise that path.

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

* refactor(transactions): use roundOre for duplicate-guard öre rounding

Replace naive Math.round(x*100)/100 with roundOre() from @/lib/money in the
booking-time duplicate guard (detection lib, commit executor, MCP categorize
tool), satisfying the no-new-antipatterns ratchet guard.

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

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-06-25 15:54:35 +02:00
Mattsson 241959513b Fix/mcp and req (#753) 
* feat(api): test-mode API keys force dry-run on the v1 REST API

A key created with mode='test' (prefix gnubok_sk_test_) binds to the real
company, but the v1 wrapper forces dry_run on every write so nothing is
persisted or sent. Mutations on endpoints that can't be simulated
(dryRunSupported=false or unregistered) are refused with 403
TEST_KEY_WRITE_BLOCKED — fail-closed. Reads pass through unchanged and every
test-key response carries X-Gnubok-Mode: test. Live keys are unaffected
(mode defaults to 'live').

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

* feat(invoices): company default "Vår referens" + per-line sales-account override

Add company_settings.default_our_reference (settings form, schema, type); the
invoice editor pre-fills our_reference from it on new invoices only, never
overwriting an edited draft. Separately, add an optional per-line
försäljningskonto (class-3) override in the editor — left blank, the engine
still derives the revenue account from the VAT rate, and reverse-charge/export
lines ignore the override.

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

* feat(invoices): render a Swish payment QR on invoice PDFs

Build the Swish "Type C" QR payload offline (no Swish API call) and embed it as
a PNG in the invoice PDF payment box when Swish display is enabled, the invoice
is in SEK, and the amount is positive. Also surface the invoice number in the
payment box. Wired through every PDF render path: send, mark-sent and pdf
routes (both legacy and v1), the recurring-schedule sender, and the staged-send
commit.

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

* feat(bookkeeping): draft exclusion + correction-chain collapse on verifikationslista

Extend list_fiscal_period_entries_with_related with two opt-in params:
p_exclude_draft (keep drafts off the committed list — they get their own
surface) and p_collapse_corrections (render a correction group as the single
live correction, hiding the mechanical storno and the reversed original).
Both default false; nothing is deleted, every voucher keeps its number, and a
"show all" toggle exposes the full chain.

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

* fix(reports): link multi-year SIE periods so resultatrapport shows the prior year

SIE import now sets fiscal_periods.previous_period_id in both directions when
creating a period, so multi-year files chain correctly regardless of #RAR order.
A backfill migration repairs periods imported before this (idempotent; only
touches NULL links on first-of-month periods). generateResultatrapport falls
back to the date-adjacent prior period when the chain is still null, so the
comparison column works for legacy data too.

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

* fix(articles): hide the VAT field for non-momsregistrerade companies

The article form reads company_settings.vat_registered and, when false, hides
the moms field and forces vat_rate to 0 on submit — mirroring the invoice
editor so a non-VAT-registered company never sets a rate it can't charge.

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

* feat(import): allow file-based imports in the sandbox

Bank-file, CSV/Excel and SIE imports run entirely on uploaded data with no
external service, so they're now reachable in the sandbox. Only the API-backed
options that need live third-party credentials (PSD2 bank connection, provider
migration) stay disabled. Updates the sandbox notice copy to match.

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

* feat(bookkeeping): add edit draft functionality for journal entries

* feat(database): add default "Vår referens" column to company_settings for invoicing

* fix(tests): set SHOW_SWISH_ON_INVOICE to false in PDF template mocks

* @
fix(payments): use roundOre for Swish amount formatting

Replace naive Math.round(x*100)/100 with roundOre from @/lib/money to
satisfy the antipattern guard.

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

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-06-18 11:49:33 +02:00
Mattsson 2a8bf9b42e Bug/year end numbers (#744) 
* fix(bookkeeping): allow creating a fiscal year that fills an interior gap

Fiscal-period creation only allowed chaining a new räkenskapsår before the
earliest or after the latest existing period, so a company with a gap between
years (e.g. 2024 + 2026 from an SIE import, missing 2025) could not create the
missing year — it failed with "New period must chain before the earliest or
after the latest existing period".

Generalise forward chaining onto the new period's immediate predecessor, which
covers both appending a new latest year and filling an interior gap. The
"prior year must be locked" guard now applies only to true appends, not gap
fills (a backfill, like backward chaining). previous_period_id is set to the
predecessor and the successor is relinked so the BFNAR 2013:2 continuity chain
stays intact. The create dialog suggests the missing year (capped so it never
overlaps the next period), the settings page seeds the dialog at the earliest
gap, and the default suggested name is now "Räkenskapsår <year>".

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

* fix(bookkeeping): omföra föregående års resultat (2099 → 2098) at year-end

Year-end closing posts the result to 2099 "Årets resultat" and the opening
balance carried it forward on 2099 every year, so 2099 accumulated across
years and the prior result never moved off "Årets resultat".

executeYearEndClosing now posts a separate "Omföring av föregående års
resultat" verifikat (Dr 2099 / Cr 2098 for a profit, reversed for a loss)
into the new period after the continuity check passes, so 2099 starts each
year at zero. Kept as a standalone entry rather than folded into the opening
balance so the IB stays a faithful mirror of the prior UB and IB/UB
continuity still holds. Aktiebolag only; idempotent; no-op when 2099 is flat.
The 2098 → 2091/2898 disposition (bolagsstämma decision) is intentionally
left to a separate step.

- new source_type 'result_appropriation' (migration + type + Zod enum)
- generateResultAppropriation helper (planner + poster) wired as step 11
- ResultStep surfaces the omföring voucher
- unit tests + pg-real invariant
- scripts/repair-result-appropriation.ts: retroactive catch-up (dry-run default)

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

* feat(transactions): shadow-detect date-drift duplicate bank transactions

The content-dedup bridge buckets on exact (date, ore), so the same
transaction re-imported with a booking date that drifted a day lands in
a different bucket and slips past every dedup layer. Add a measure-only
("shadow") detector that flags would-be +/-1-day duplicates and counts
them, without changing what is inserted - so the gap can be validated on
real data before any enforcement, mirroring the scope-drift shadow.

- shiftIsoDate(): pure, deterministic adjacent-date helper
- ingest: DEDUP_DATE_DRIFT_MODE flag (default on), pre-loop bucket
  snapshot, per-row gate with desc-bridge + cross-channel-symmetry
  signals; logs shadow_date_drift_candidates, never alters inserts
- fail-safe date guard so the measurement can never abort an import
- regression tests for both signals, account/window/distinct guards,
  no-double-count, and the malformed-date fail-safe

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

* test(bookkeeping): anonymize a customer reference in fiscal-period tests

Remove a real customer name ("AXMD AB") from regression-test comments;
no logic change.

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

* fix(workflows): enhance Docker image scanning and caching mechanisms

* fix(bookkeeping): enhance year-end result appropriation handling and error reporting

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-06-16 18:22:09 +02:00
Mattsson 8322830f46 Add/issue in absurdum (#739) 
* feat(assets): allow editing fixed asset fields before depreciation

The fixed asset register only offered a "Dispose" action, so correcting a
mis-entered acquisition date/cost/category meant running the disposal flow —
which posts a real divestment voucher plus a Ch. 8a VAT adjustment.
Disproportionate and wrong for a data-entry fix.

Add an Edit action that allows correcting those fields directly, gated for
correctness:

- service: extend updateAsset() with category/acquisition_date/
  acquisition_cost; block the change once the asset is disposed or has posted
  depreciation (AssetCorrectionBlockedError) where it would desync posted
  vouchers from the register; realign the BAS triple on category change.
  Name, useful life, and method stay editable.
- api: extend the PATCH schema; annotate GET /api/assets with
  has_posted_depreciation so the UI can lock basis fields proactively.
- ui: EditAssetDialog + pencil action; disables date/cost/category when
  depreciation has been booked, with an inline explanation.
- errors: register ASSET_CORRECTION_BLOCKED (409).
- tests: unit tests for the guard; pg test for pre-disposal editability.

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

* feat(assets): also block basis edits when depreciation was hand-posted

The correction guard only consulted depreciation_schedules, so an
avskrivning booked as a manual journal entry (no schedule row) slipped
through and a basis correction was wrongly allowed.

Add a ledger scan: any posted credit to the asset's ackumulerade-
avskrivningar account (12x9) counts as depreciation. Entries that
depreciation_schedules attributes to a *different* asset are excluded, so
a sibling's engine avskrivning on a shared 12x9 account doesn't produce a
false block. What remains is depreciation tied to this asset (engine or
manual); a basis correction is blocked there and must go through storno.

Adds two unit tests: blocks on a hand-posted credit, allows when the only
12x9 credit belongs to a sibling's engine entry.

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

* fix(invoices): allow negative unit prices for discount lines

The invoice creation form rejected negative unit prices via a frontend
superRefine check, blocking valid discount lines (e.g. "Rabatt -100").
The unit_price error was never rendered inline, so submission failed
silently. The backend schema already allows negative unit prices (see
CreateInvoiceItemSchema test), so the form was simply out of sync.

Remove the non-negative constraint; empty/NaN prices are still rejected
by the base z.number() type. Drop the now-unused validation_price_positive
translation key from both locale files.

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

* feat(invoices): allow editing draft invoices

Drafts could be saved but not edited — the only way to change a draft's
lines, customer, dates or amounts was to delete and recreate it. Add a
"Redigera" action on draft invoices that opens the invoice editor
pre-filled with the draft and saves changes in place.

A verifikat is only created when an invoice is sent (or paid, under
kontantmetoden), so every status=draft invoice is uncommitted and safe to
edit; sent/paid invoices stay immutable and still require a credit note.

- Extract buildInvoiceWriteData() with the shared validation + computation
  (VAT rules, ROT/RUT, accruals, totals, currency, item rows); POST now
  uses it too, behaviour unchanged.
- Add UpdateInvoiceSchema and PATCH /api/invoices/[id], guarded to drafts
  (status=draft, no journal entry, not self-billed); number and status are
  preserved and no invoice.created is emitted.
- Extract the invoice creator into a shared InvoiceEditor with create /
  edit modes; /invoices/new is now a thin wrapper and /invoices/[id]/edit
  is the new edit page.
- Add a "Redigera" button on draft invoice detail pages + sv/en strings.
- Tests for the builder, UpdateInvoiceSchema and the PATCH route.

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

* feat(reports): make Huvudbok findable via account/saldo search terms

Searching the command palette for natural phrases like 'saldo per konto', 'kontoutdrag', 'kontoanalys' or 'transaktioner per konto' returned nothing, so users couldn't find the general ledger. Enrich the Huvudbok entry's keywords with those synonyms, and let Saldobalans and Balansrapport match 'saldo per konto' too since they are genuinely per-account balance views.

Companion change — the clearer Huvudbok report description ('Saldo och alla transaktioner per konto') — already landed in d5f474cb.

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

* feat(settings): let users edit their personal name

Add an editable Namn field to /settings/account that updates profiles.full_name and best-effort syncs auth user_metadata. Previously the personal name was only ever set from BankID's legal name at signup with no way to correct it, so users whose tilltalsnamn isn't their first given name were greeted by the wrong name (and email/password users had no name at all).

New POST /api/user/profile route (requireAuth, RLS-scoped update) mirrors /api/user/locale. sv/en strings added.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* feat(invoices): per-invoice öresavrundning override

Add a display-only öresavrundning flag per invoice that wins over the
company-wide setting. Resolution order in getDisplayTotal: per-invoice
override -> company setting -> default-on. The stored total and the booked
verifikat keep the exact öre; only the rendered total changes.

Supplier invoices gain the same flag but resolve a null to off (they never
had rounding historically), exposed via a toggle on the new-invoice form
and a rounding row on the detail page.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* feat(transactions): warn on possible duplicate before booking

Before committing a transaction (via book or categorize), detect an
already-booked sibling with the same date and amount and return a 409
TRANSACTION_BOOK_POSSIBLE_DUPLICATE instead of silently double-booking.

The user can override with force=true, which must be bound to the reviewed
sibling via expected_duplicate_transaction_id; the candidate is re-detected
server-side, so a stale or guessed id is rejected with
TRANSACTION_BOOK_FORCE_CANDIDATE_MISMATCH. Detection is fail-open on the
non-force path and fail-closed under force.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* feat(transactions): shadow-mode scope-drift dedup counter in bank ingest

Count rows that an enforcing same-feed scope-drift rule WOULD treat as
re-imports (the IBAN-drift re-imports the external_id check misses) and
surface it as IngestResult.shadow_scope_drift_candidates. Nothing is
blocked yet -- the counter only measures how often the rule would fire so
it can be validated against real data before enforcement.

Also gitignore scripts/delete-duplicate-transactions.ts: a destructive,
hand-run cleanup tool kept out of the repo so it can't run in CI/cron or be
mistaken for a supported feature.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* fix(bokslut): base bolagsskatt on post-disposition result

Bokslutsdispositioner are booked as source_type='year_end', which the
income statement excludes, so net_result alone overstates resultat före
skatt and the booked tax ignored the periodiseringsfond avsättning (too-high
tax, ÅR/INK2 mismatch).

calculateBolagsskatt now accepts resultBeforeTaxOverride. The preview builder
mirrors each proposal's P&L effect (+återföring, -avsättning, -SLP) onto the
pre-disposition result; the commit path sums the already-posted dispositions
via the new sumPostedYearEndDispositions (class 88 + 7533) since bolagsskatt
is committed last.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* feat(settings): fiscal years manager

Add a FiscalYearsManager to the bookkeeping settings that lists fiscal
periods with their status (closed > locked > open) and creates the next
year via CreatePeriodDialog, seeded to chain forward from the latest
period end.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* fix(api): return 400 when locking a period with unbooked transactions

lockPeriod() refuses to lock a period that still has uncategorized business
transactions. Detect that message in the lock route and surface it as a
clear PERIOD_HAS_UNBOOKED_TRANSACTIONS (400) instead of a generic 500.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* feat(invoices): implement isEditableInvoiceDraft utility and apply it across invoice edit routes
feat(transactions): log duplicate dismissal events in behandlingshistorik
test(invoices): add tests for isEditableInvoiceDraft function
test(transactions): enhance tests to verify behandlingshistorik logging
refactor(bokslut): update tax calculation test descriptions for clarity

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-06-16 10:42:37 +02:00
Jakob Wennberg 0521c385d2 feat(transactions): underlag status badges + attach dialog; auto-expire stale pending ops (#712) 
* feat(transactions): per-row underlag status + attach-document dialog

- New "Matcha mot underlag" dialog on /transactions (inbox pick or fresh
  upload), the tx→doc mirror of the Documents view's matcher
- Per-row Underlag/Underlag saknas badges on booked history rows, driven
  by computeJeUnderlagStatus — same posted-only, exemption-aware scope as
  the worklist count so badge and count never disagree
- attach-document route + commit dispatcher now propagate the doc onto
  the verifikation when the tx is already booked (BFL 5 kap 6 §), with a
  409 guard for docs consumed by a different verifikation, idempotent
  re-attach (no same-value rewrite under period lock), and an honest 409
  when the period-lock trigger blocks the propagation
- Booking-dialog doc links also pin the doc to the transaction row
  (first linked doc wins) via the link route's new transaction_id param

messages/{sv,en}.json also carries the strings for the pending-ops
expiry UI that lands in the next commit.

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

* feat(pending-operations): auto-expire stale staged operations after 30 days

- New daily cron (02:30 UTC, vercel.json + both docker crontabs) flips
  >30-day-old pending ops to rejected with the dispatcher's
  { auto_rejected: true, reason: 'expired' } result_data shape — rows are
  never deleted, the table is the audit trail
- /pending renders an "Utgick automatiskt" badge + detail line for these,
  orders terminal tabs by resolved_at so a fresh expiry sweep isn't
  buried, and adds a first-time-reviewer explainer
- Origin labels spell out where a proposal came from (AI chat, MCP key,
  API, cron) instead of the raw actor_label
- agent_chat actor type added to PendingOperationActorType/AuditLogEntry
  (DB CHECK already widened in 20260519090000) and to the agent filter
- ApprovalCard notes that ignoring a proposal is safe

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

* docs(mcp): surface the client telemetry marker in connect instructions

Tag the connector URLs shown in ApiKeysPanel, the connect-claude doc and
the gnubok-mcp README with ?client=<surface> (claude-connector /
claude-code) and GNUBOK_CLIENT=claude-desktop for the npm bridge.
Telemetry-only — the server already reads the param/header; this just
lets us measure which Claude surface connected.

The claude mcp add copy blocks quote the URL: an unquoted ? in the query
string trips zsh globbing ("no matches found").

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

* review: fix stale-closure badge flip + zod-validate link route body (PR #712)

- handleDocumentAttached read journal_entry_id off the render-time
  transactions snapshot; if the list changed while the attach dialog was
  open the optimistic badge flip was silently skipped. Read it off the
  dialog's own subject (attachDocTx) instead.
- POST /api/documents/[id]/link now validates the body against the new
  LinkDocumentSchema (uuid-strict, all four fields) instead of a bare
  presence check on journal_entry_id — same canonical VALIDATION_ERROR
  envelope. Test fixtures switched to real UUIDs accordingly.

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-06-11 11:13:51 +02:00
Mattsson f9ea9c0082 Add/pdf and templates (#705) 
* fix(invoices): apply configured voucher series to payments + preview next voucher

The booking engine resolves the series from
default_voucher_series_per_source_type, but the global "Standardserie"
dropdown wrote a separate field the engine ignored, and cash-method invoice
payments (invoice_cash_payment) weren't exposed in settings — so configured
series were silently dropped to "A".

- Expose cash/private payment source types in the per-source-type form
- Write the global default through to the map on save, keeping overrides
- Resolve voucher-sequences/next by source_type (+date) to match the engine
- Show the upcoming voucher (V2) in the payment dialog title
- Share resolveInvoicePaymentSourceType so preview and booking can't drift

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

* fix(salary): keep AGI panel in sync with Skatteverket signing state

The AGI panel mixed run-scoped generation state (agi_generated_at,
agi_declarations) with period-scoped submission state (extension_data
agi_submission_{period}), so the two could drift and present
contradictory UI. Reconcile them:

- Auto-detect a Mina Sidor BankID signature: while awaiting_signing,
  poll /agi/kvittenser on mount and on tab refocus so the panel flips
  to "signed" (hiding the signing actions) without a manual
  "Hamta kvittens" click.
- Warn instead of offering to sign when the locked granskningsunderlag
  predates the run's latest AGI generation (draftIsStale) — avoids
  filing superseded figures.
- Self-heal a stale "AGI-XML saknas" error once the run's AGI is
  (re)generated out-of-band (MCP/API/other tab).
- Refetch the salary run on tab focus so agi_generated_at reflects
  out-of-band generation without a hard reload.
- /agi/lasUpp now clears the cached agi_submission_{period} record, so
  unlocking drops the panel back to the pre-submission state instead of
  stranding it on a released "redo att signeras" draft.

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

* feat: Implement VAT registration handling and invoice item line types

- Added VAT registration check in commitCreateInvoice to set VAT rate to 0% for non-VAT registered companies.
- Updated invoice creation logic to reflect 'exempt' VAT treatment and adjusted related fields accordingly.
- Introduced support for free-text and blank spacer rows in invoice items by adding a new line_type field.
- Enhanced invoice and credit note handling to accommodate new line types.
- Added new localized messages for text rows in English and Swedish.
- Created tests for salary run approval logic, ensuring bank details are validated correctly.
- Implemented effective net payout calculation for salary runs, considering tax overrides.
- Added SQL migrations to support new invoice item line types and accounting method awareness for linking invoices to vouchers.

* feat(articles): artikelregister with revenue account + VAT rate per article

Article register (non-inventory) with per-article VAT rate and optional
BAS class-3 revenue-account override. Includes API routes, UI pages,
MCP tools, pending-operation staging, and the activate-or-create
account flow (ACCOUNTS_NOT_IN_CHART -> ActivateAccountsDialog,
unknown numbers -> AddAccountDialog) reusing the journal entry UX.

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

* feat(bookkeeping): no-doc-required batch + bulk-missing endpoints

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

* feat(payments): supplier payment lines + cash-method invoice matching

Shared payment-line proposal for supplier invoices, improved
match-invoice/match-supplier-invoice flows (kontantmetoden-aware),
and voucher-link support without requiring a 151x clearing entry.

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

* feat(bookkeeping): new journal entry dialog, SIE import tweaks, misc

New journal entry dialog component, journal list/page updates,
invoice editor updates, SIE import adjustments, transaction ingest
and api-key tweaks, pr-agent workflow update.

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

* feat(invoices): implement tax reduction features and localization updates

* feat(tests): add VAT registration gate to pending operations commit tests

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-06-10 13:52:24 +02:00
Jakob Wennberg 21cfcbe180 feat(bookkeeping): edit & customize booking templates in GUI (#704) 
* feat(bookkeeping): edit & customize booking templates in GUI

Make bokföringsmallar editable from /settings/templates and surface the
ratio (Andel) field, addressing two user requests.

- Refactor CreateTemplateForm into a shared TemplateForm (create / edit /
  duplicate) reusing the existing POST and PUT routes.
- Add an Edit (pencil) action on company/team templates, and an Anpassa
  (customize) action on read-only "Standard" templates that forks a
  company-scoped copy — letting a company override the standard 1930
  settlement account with e.g. 1920 without mutating the shared template.
- Show the ratio field progressively (only when a template splits across
  more than one cost line), with an InfoTooltip, a non-blocking
  "shares must sum to 1.0" warning, and a live "1 000 kr" split preview.
- Add settings_booking_templates i18n keys in both sv and en.

Frontend-only: no API, schema, type, or migration changes.

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

* fix(bookkeeping): show ratio input on cost lines only

Addresses PR review: the Andel input also appeared on settlement lines
when a template had multiple cost lines, but settlement ratios don't feed
the "shares sum to 1.0" check or balance validation. Restrict the editable
ratio to cost/revenue lines; the settlement leg (full counter-amount) is
shown in the live preview instead. No behavior change to applyTemplate.

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

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-06-10 13:20:26 +02:00
Mattsson 64991eb3c9 Add/transaction deletion (#695) 
* feat(salary): add remove-employee button to draft salary runs

The DELETE /api/salary/runs/{id}/employees/{employeeId} endpoint already
existed (draft-only, cascades to the employee's line items) but had no UI
trigger, so a mistakenly added employee could only be cleared by deleting
the whole draft. Add a trash-icon action column to the "Anställda" table,
gated on draft status + write permission to match the endpoint's guard,
with a confirm prompt and success/error toast.

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

* fix(settings): prevent horizontal overflow on mobile

The company settings invite form was a non-wrapping fixed-width flex row that overflowed narrow viewports, forcing the full-screen settings modal to scroll on the x-axis. Stack the form vertically on mobile (sm:flex-row at and above the sm breakpoint) and add the missing min-w-0 guard to the modal content pane.

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

* feat(bookkeeping): move journal entry filters into a filter dialog

The ledger toolbar showed every filter inline (fiscal year, sort, series,
date range, missing-documents toggle), which felt cluttered. Keep only the
search field visible and move the rest into a "Filtrera" dialog with an
active-filter count badge.

- JournalEntryList now owns the fiscal-year scope, restored from the same
  localStorage key FiscalYearSelector writes, so the page no longer renders
  the selector separately.
- Filters apply live and the dialog stays open; "Rensa alla filter" clears them.
- Export STORAGE_KEY_PREFIX / ALL_YEARS_VALUE from FiscalYearSelector so the
  list reuses the persisted selection without duplicating the key.

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

* feat(transactions): implement imported transaction guard for deletion

- Added a guard to prevent deletion of transactions that are imported via bank sync or file uploads.
- Introduced `isImportedTransaction` utility to determine if a transaction is user-created or imported.
- Updated DELETE endpoint to return a 409 status for attempts to delete imported transactions.
- Enhanced transaction history and inbox components to reflect the new deletion rules.
- Added tests for transaction origin determination and deletion behavior.
- Updated UI components to include a confirmation dialog for clearing journal entry forms.
- Localized new strings for clearing form functionality in English and Swedish.

* feat(transactions): enhance transaction deletion guard and improve fiscal year visibility

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-06-08 15:25:27 +02:00
Jakob Wennberg 679b154ad2 feat(skatteverket): MCP wrappers for momsdeklaration + AGI filing (P0-5) (#692) 
* feat(skatteverket): MCP wrappers for momsdeklaration + AGI filing (P0-5)

Expose the complete Skatteverket extension as five MCP tools so VAT
(momsdeklaration) and employer (AGI/arbetsgivardeklaration) filing can be
driven from Claude. Commit = "send for BankID signing" (returns a signing
link), never "file" — the user's signature in the browser is the irreversible
act, kept outside the tooling.

Tools (extensions/general/mcp-server/server.ts):
- gnubok_vat_declaration_validate  (compliance:read) — live POST /kontrollera
- gnubok_vat_declaration_submit    (skatteverket:write) — stages submit_vat_declaration
- gnubok_vat_declaration_status    (compliance:read) — GET /inlamnat + /beslutat
- gnubok_agi_submit                (skatteverket:write) — stages submit_agi
- gnubok_agi_status                (compliance:read) — local state + live kvittenser

Architecture:
- Core (lib/pending-operations/commit.ts) cannot import @/extensions (CI guard),
  so the two submit ops dispatch into the extension via the new
  Extension.services channel (first use): registry-resolved
  commitSubmitVatDeclaration / commitSubmitAgi run the SKV chain and return a
  shared SkvSubmitResult (lib/pending-operations/skatteverket-commit.ts).
- Recoverable failures (extension disabled, no connection, rate-limited, still
  processing) release the op back to 'pending' via SkatteverketRecoverableError
  — same contract as AccountsNotInChartError — so the user reconnects and
  re-approves the SAME op. SKV business rejections reject the op.
- No-drift: parseDeclarationRequest / loadAGIXml extracted to
  lib/declaration-prep.ts (buildMomsuppgift / buildAgiUnderlag / resolveRedovisare)
  so route, preview, and commit file identical figures. writeSkatteverketAudit
  hoisted to lib/audit.ts; read tools + executors write BFL audit rows too.
- New scope skatteverket:write (opt-in, in STAGING_SCOPES so SoD ack fires),
  4 structured error codes, sv/en strings, ApiKeysPanel row.
- Migration 20260620120000 adds submit_vat_declaration / submit_agi to the
  pending_operations.operation_type CHECK (must apply to prod post-merge).

Tests: 42 new across executors, MCP tools, declaration-prep, error-map, and the
VAT commit chain. Full suite green (5287), build clean, lint-ratchet at baseline.

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

* ci: add PR-Agent AI review (SHA-pinned, dedicated Bedrock key)

Greptile went silent after #682 (app/account-side, not repo config). Add the
open-source PR-Agent GitHub Action as a replacement, hardened for supply chain:

- Pinned to the v0.36.0 commit SHA (ffe1f89), not the movable tag — the repo
  was recently transferred to a new, unverified org (The-PR-Agent), though it's
  the genuine original pr-agent (repo id 662766482, 11.5k stars).
- Runs on a DEDICATED, minimal IAM key (bedrock:InvokeModel only) via
  PR_AGENT_AWS_* secrets — never the app's general AWS credentials.
- Only /review runs automatically; /describe and /improve are disabled so PR
  descriptions are never overwritten.

Requires three new secrets before it functions: PR_AGENT_AWS_ACCESS_KEY_ID,
PR_AGENT_AWS_SECRET_ACCESS_KEY, PR_AGENT_AWS_REGION (EU region).

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

* ci(pr-agent): handle push events + restrict push to /review

PR-Agent skips synchronize (push) events by default, so the bot ran green but
posted nothing. Enable handle_push_trigger and scope push_commands to /review.

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

* ci(pr-agent): fix pr_actions (event list, not commands) + add synchronize

pr_actions is the list of PR event actions to handle, not slash-commands.
Setting it to ["/review"] removed every real event from the allowlist, so the
bot skipped everything. Restore the default events + synchronize; command
selection stays on the auto_review/describe/improve booleans (review-only).

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

* ci(pr-agent): raise max_model_tokens to 64k for fuller diff coverage

Default ~32k input window truncated large PRs. Sonnet 4.6 has 200k context.

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

* ci(pr-agent): use Claude Opus 4.8 (Sonnet 4.6 fallback)

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

* fix(skatteverket): scope AGI status flips by salary_run_id

Bot review (swedish-compliance) caught that commitSubmitAgi flipped
agi_declarations status by (company_id, period) only. A correction run sharing
the period would have its still-valid declaration co-flipped to rejected/
pending_signature. Scope both updates by salary_run_id (in scope from params) —
more precise than the period-only route handler, which has no run id.

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

* test(pg): fix gen_random_bytes assertion for modern pgcrypto

OpenSSL-backed pgcrypto (CI Postgres image) rejects gen_random_bytes(0) with
'Length not in range' rather than returning empty bytea, so the pre-existing
'returns empty bytea' assertion fails on every pg-real run (repo-wide, not
specific to this PR). Assert the real contract — exactly n bytes for a positive
n — instead of the version-dependent 0-byte edge case.

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

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-06-08 12:43:15 +02:00
Mattsson 809120c4b8 Bug/document linking (#688) 
* feat: enhance supplier invoice payment process and settings handling

- Implemented linking of invoice documents to journal entries for cash payments in the supplier invoice payment process.
- Refactored settings fetching logic to improve loading states and error handling across various settings components.
- Introduced a new SettingsLoadError component to handle cases where settings fetch fails or returns no data.
- Updated useSettings hook to manage loading and error states more effectively, allowing for retries on failure.
- Enhanced tests for supplier invoice creation to ensure document IDs are persisted correctly for cash method payments.

* feat(salary): enable monthly salary edits in draft runs and handle zero-total declarations
 2026-06-08 07:37:24 +02:00
Jakob Wennberg 0bc81d4c88 feat(auth): SoD acknowledge on stage+approve keys + agent:write scope for memory tools (P0-3) (#681) 
* feat(auth): SoD acknowledge on stage+approve keys + agent:write scope for memory tools

Segregation of duties on API keys is now warn + explicit acknowledgement
(not block): minting a key with any staging write scope AND
pending_operations:approve returns 409 API_KEY_SOD_CONFLICT unless the
caller re-POSTs with acknowledge_sod: true. The acknowledgement is recorded
(sod_acknowledged_at / sod_acknowledged_by) for an auditable risk acceptance
(ISO 27001:2022 A.5.3 / BFNAR 2013:2). The create UI surfaces an inline
warning and an explicit confirm dialog before submitting the ack — the
default "all scopes ticked" create routes through that path.

Also introduces the agent:write scope and maps the previously-UNMAPPED memory
tools gnubok_remember_fact / gnubok_forget_fact to it. Because unmapped tools
were callable by any key, the migration grandfathers agent:write onto every
existing non-revoked key with an explicit scope list so nothing regresses;
new keys must opt in. agent:write is deliberately excluded from the default
grants and is NOT a staging scope (no SoD conflict with approve).

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

* fix(db): enforce both-or-neither on the SoD acknowledgement pair

Review finding (Greptile P2): sod_acknowledged_at/sod_acknowledged_by were
independently nullable, so a partial write could silently pass and undermine
the auditable risk acceptance (ISO 27001 A.5.3 / SOC 2 CC6.1). Adds a
paired-NULL CHECK constraint + pg-real coverage for both partial-write
directions.

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

* docs(auth)+feat(auth): compliance-review round — self-attestation documented, ack logged, SoD boundary assumption captured

- Migration header now states explicitly that the SoD acknowledgement is a
  SELF-attestation by deliberate design (enskild firma has no second person;
  the claude.ai approval flow needs stage+approve on one credential) — the
  control objective is informed consent + audit record, not dual control.
- The acknowledge_sod=true path now emits a structured log.warn
  (api_key.sod_acknowledged with key id/prefix, conflicting scope, scopes,
  acknowledger, company) so the acceptance lands in the logging pipeline in
  addition to the sod_acknowledged_* columns (ASVS V16.1.1).
- STAGING_SCOPES carries the documented system control (BFNAR 2013:2
  systemdokumentation) for why agent:write is not a staging scope: memory
  tools write advisory agent context and cannot stage räkenskapsinformation.

Dismissed as by-design/verified: hard-block and second-approver remediations
(user decision: warn + acknowledge); scope-update gap (the [id] route only
supports DELETE — scopes are immutable post-creation); session-auth concern
(withRouteContext is cookie+MFA only; API-key auth exists only on /api/v1
and MCP).

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

* chore: re-trigger CI (Supabase Preview 502 infra hiccup)

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-06-06 11:13:35 +02:00
Jakob Wennberg c74b19df1b Accounted rebrand + swarm-skill cleanup + bank-reconciliation fixes (#643) 
* feat(reconciliation): close the bank-feed loop on voucher links and re-tag mis-typed opening balances

Two related fixes to bank reconciliation correctness:

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

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

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

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

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

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

Product rebrand and skills housekeeping. No runtime behaviour change.

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

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

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

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-06-03 10:52:01 +02:00
Jakob Wennberg ff01640f60 feat(reports,settings): report library + focused report routes, settings modal (#629) 
* feat(reports,settings): report library + focused report routes, settings modal

Reports
- Replace the monolithic /reports tab-switcher with a calm, grouped report
  library landing (ReportLibrary + RecentReportsShelf) driven by a new
  lib/reports/catalog.ts.
- Each report opens a focused /reports/[slug] route (FocusedReport) with a
  shared fiscal-year selector, optional date-range, and URL-based account
  drill-down into the general ledger.
- Extract every report view into components/reports/views, add a reusable
  ReportExportMenu, and remove the old ReportsNav.

Settings
- Add an intercepting @settingsModal parallel route so in-app navigation to
  /settings opens as a modal over the current page; hard loads still resolve
  to the full page.
- Share one SettingsShell (rail + content) between page and modal, extract each
  section into components/settings/sections/*Content, add a settings hotkey and
  command-palette entry, and remove the old SettingsSidebar.

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

* fix(reports,settings): remove dead salary-journal entry, fix border token

Addresses PR review feedback (#629):

- Remove the unreachable `salary-journal` report from the catalog. It had
  needsEmployees + no route + no FocusedView handler and `hasEmployees` was
  never plumbed through, so it never appeared in the library and a direct
  /reports/salary-journal URL rendered a blank frame. The report was never on
  the old page and has no view component; the API + generator stay in place for
  a proper follow-up. Drops its two now-unused i18n keys.

- Replace opacity-suffixed `border-border/8` section dividers with full-opacity
  `border-border` across the extracted settings section components, per the
  design system (no opacity-suffixed border tokens on surfaces).

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

* ci: re-trigger checks (pg-real hit a Docker Hub registry timeout)

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-06-02 14:50:50 +02:00
Mattsson ea1bf01f1e Fix/m sprint fixes (#613) 
* fix(dashboard): exclude ignored and already-triaged transactions from stale count

The "Gamla transaktioner" widget counted transactions that had been ignored
or already marked as is_business=true but not yet booked, so users saw a
nag for a row they had already dealt with — and the /transactions inbox
correctly hid it. Align the count with the inbox criterion (is_business
IS NULL, is_ignored = false) so the widget clears when the row leaves
the inbox.

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

* fix(transactions): read entity_type from settings response wrapper

The transactions page read entityRes.entity_type directly, but
/api/settings returns { data: { entity_type, ... } }. The expression
was always undefined, so setEntityType never fired and entityType
stayed at its initial 'enskild_firma'. The template picker's
entity_type filter then dropped every aktiebolag-tagged user template
for AB customers — only entity_type='all' templates made it through.

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

* stale templates
bank sync
journal entry from transaction

* fixed pr comments

* fixed pr comment

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-30 01:28:41 +02:00
Jakob Wennberg a586cc8a58 feat(transactions): show all library templates in picker; fix PSD2 seed-row collision (#596) 
* feat(transactions): show all library templates in picker; fix PSD2 seed-row collision

- Booking template picker: surface every active library template, not
  only the convertible 2-account shapes. Multi-leg/complex templates
  route to the manual journal editor pre-filled via applyTemplate
  instead of being hidden. Drop direction filtering for user
  templates (inferred direction is unreliable); the curated static
  catalog still respects it. Add an "Aktivera och bokfor" recovery
  toast for TX_CATEGORIZE_INVALID_ACCOUNT mirroring the existing
  ACCOUNTS_NOT_IN_CHART flow. CreateTemplateForm reflows to one card
  per line so trash buttons stop colliding on narrow screens.

- cash_accounts.upsertFromPsd2: the seed_default_cash_account
  migration plants a manual (bank_connection_id IS NULL) row on the
  same ledger_account, so the first PSD2 sync's upsert on
  (company_id, bank_connection_id, external_uid) cannot match it
  (NULL != NULL) and falls through to INSERT, tripping the
  (company_id, ledger_account) UNIQUE constraint. Look up and
  promote the seed row in place first.

- Tests: pin the TX_CATEGORIZE_INVALID_ACCOUNT error shape the
  recovery toast parses; cover applyTemplate on shapes the
  converter rejects (split-expense and all-'business'-typed).

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

* fix(transactions): PR review — currency metadata, MRU ordering, observable promote, BAS validation

- TransactionBookingDialog.buildInitialLinesFromTemplate: attach
  buildCurrencyMetadata to settlement lines for foreign-currency
  transactions so the journal entry retains the original currency,
  amount, and exchange_rate. Without this, non-SEK transactions
  routed through a non-convertible template were recorded in SEK
  only with no foreign-currency annotation. (Greptile #2)

- TemplatePicker.handleSelectLibraryRaw: only bump the MRU after
  confirming the click will actually do something (i.e. converted
  OR a callback is wired). Future consumers that omit
  onPickLibraryTemplate would otherwise corrupt MRU ordering for
  templates the user never successfully applied. (Greptile #1)

- cash_accounts.upsertFromPsd2 promote-seed: add .select('id') so
  a zero-row UPDATE is observable. If the seed row vanishes
  between the SELECT and UPDATE (concurrent ops), fall through to
  the normal upsert instead of silently returning success without
  persisting anything. (Greptile #3, compliance A.8.9)

- transactions/page.tsx TX_CATEGORIZE_INVALID_ACCOUNT toast:
  validate accountNumber against /^\d{4}$/ before embedding in any
  fetch URL/body. Defense-in-depth against a malformed server
  error envelope. (compliance V8.2.1)

- categorize route test: switch the not-in-chart fixture from
  '4535' (Inköp av varor från annat EU-land — reverse-charge) to
  '5420' (Programvaror) so the example doesn't imply a domestic
  override against an EU-reverse-charge account would be valid
  without its paired moms legs. (Swedish compliance review #3)

Other review items deliberately not addressed in this PR:
- Validate-on-save that every VAT-rated template has a 'vat'
  line — overrides existing CreateTemplateForm UX, separate PR.
- vat_rate enum guard in applyTemplate — defensive; the editor
  dropdown only surfaces legal rates and is the only write path
  in production today.
- Imbalance UI warning — already handled: JournalEntryForm
  computes isBalanced and gates submission; DB trigger
  check_journal_entry_balance enforces BFL 5 kap server-side.

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

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-28 22:57:59 +02:00
Mattsson a9aff5a120 Bug/template and sandbox (#589) 
* Enhance booking template functionality and add sandbox extraction checks

* Implement Recapt integration for feedback submission and user identification

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

* Update .gitignore to ignore the entire scripts directory

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

* Fix .gitignore to correctly ignore the scripts directory
 2026-05-28 15:43:48 +02:00
Jakob Wennberg f53725b20a Agent v1 bundle: TIC v2 onboarding, in-app assistant gating, sidebar nav, MCP fixes (#584) 
* fix(sie-import): accept tab as field separator (Bollbok exports)

The SIE 4 spec allows either space or tab between fields, but
splitSIELine() only treated space (0x20) as a separator. Bollbok
exports tab-separated lines for every record except #RAR, which
silently swallowed all #IB / #UB / #KONTO / #KTYP / #VER / #TRANS
records — imports appeared empty even though the file was well-formed.

Also adds a parser-side diagnostic that emits a warning when raw #IB
or #VER lines are present in the input but parsing produced none. The
previous silent failure is how this bug stayed hidden; the warning
gives the import preview something visible to surface next time.

Verified against two real reproducer files (Sean / Erik Hellqvist):
  erik h 2025.SE (UTF-8): 166 accounts, 66 IB, 4 UB, 11 RES, 95 vouchers, 198 TRANS.
  erik h 2026.SE (CP437): 166 accounts, 66 IB, 4 UB, 0 vouchers.
Both now parse with zero warnings/errors.

Tests:
  + 8 Bollbok-shape tab-separated fixtures (2025 + 2026 quoting variants).
  + 4 silent-failure diagnostic-warning tests.
  All 74 sie-parser tests pass; 155/155 in lib/import; 64/64 downstream callers.

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

* fix(sie-import): address PR #513 review — strip #KTYP quotes, suppress redundant aggregate warning

Two non-blocking P2 findings from Greptile review on PR #513:

1. #KTYP handler stored fields[2] directly, so Bollbok 2026 exports
   (#KTYP\t1510\t"T") stored '"T"' with literal quotes instead of 'T'.
   Latent defect — accountType is unused downstream today, but my tab-
   separator fix made the quoted-value path reachable. Now routes through
   parseStringField so both Bollbok 2025 (unquoted T) and 2026 (quoted "T")
   land as 'T'.

2. The aggregate "kontrollera fältavskiljare och teckenkodning" warning
   fired alongside per-record 'error'-severity issues for malformed #IB /
   #VER records, producing a misleading hint when the parser had already
   pinpointed the structural problem. Now suppressed when an error-severity
   issue with the same tag already exists.

Test coverage:
  + accountType asserted to be 'T' (not '"T"') in both 2025 + 2026 shapes.
  + VER aggregate-warning test now uses #VER lines without { } blocks
    (silent loss, no per-record error) — the canonical case the diagnostic
    is designed for.
  + New suppression test: bare #VER produces per-record errors AND the
    aggregate warning is absent.

75/75 sie-parser tests pass; 156/156 in lib/import.

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

* wip: agent chat + composer + memory + document extraction

In-progress work on this branch beyond the SIE-import fixes:
- Specialized accountant agent (composer + intents + chat loop)
- Persistent agent_conversations/messages, agent_profiles, agent_memory
- /chat surface + /onboarding/agent + /settings/agent-memory
- document-extraction extension with status hooks
- MCP server staging refactor + new skills (atoms, bank reconciliation,
  customer onboarding, kreditfaktura)
- pending_operations rejection feedback (category + reason) + realtime
- TIC company profile cached snapshot on companies
- 17 migrations (all additive — see prior conversation analysis)

Parked while branch waits for review/merge. Migrations are already
applied to prod.

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

* refactor(tic): migrate company-data client from api-core v1 to Lens v2

Swaps the seven TIC company-data endpoints we call from the api-core
paths (`/datasets/companies/{companyId}/...`, `/search/companies`) to
the Lens equivalents (`/companies/{id}/...`, `/search-public/companies`).
Hard cutover; proxy pattern preserved.

Schema shifts handled inside the extension so consumers (TicWorkspace,
Step2CompanyDetails) don't need changes:

- `/companies/{id}/bank-accounts` now returns Bankgirot only — map to
  the existing `{ type, accountNumber, bic }` shape, drop terminated.
- `/companies/{id}/industries` returns a discriminated array — filter
  to `companyIndustryCodeType === 'sni2007'` to preserve v1 behavior.
- `/companies/{id}/phone-numbers` renamed the field to
  `phoneNumberFormatted` (fall back to `e164PhoneNumber`).
- `/companies/{id}/documents` replaces `/financial-report-summaries`;
  filter `type === 'annualReport'` and read nested
  `financialReportMetadata` to rebuild the legacy summary shape.
- `isCeased` is now a top-level boolean; `activityStatus` is an enum.
  Translate enum -> 'ceased' for the workspace's existing check.

BankID identity flow (id.tic.io) is untouched — separate TIC product.

Note: deploy gated on the TIC proxy being flipped to lens-api.tic.io
with an `x-api-key` Lens key.

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

* feat(tic): expose v2 onboarding & workspace data

Adds six new Lens (v2) fetchers on top of the migration that already
landed in this branch, surfacing the data through /lookup and /profile.

New fetchers in lib/tic-client.ts:
- getFiscalYears          /companies/{id}/fiscal-years
- getAccountingPeriods    /companies/{id}/accounting-periods
- getPayrolls             /companies/{id}/payrolls
- getSignatory            /companies/{id}/signatory
- getRepresentatives      /companies/{id}/representatives
- getCompanyStatus        /companies/{id}/status

/lookup gains a fiscalYear field (current fiscal-year configuration)
so onboarding Step 2 can skip manual MM-DD entry. CompanyLookupResult
extended with optional fiscalYear; consumers without it keep working.

/profile gains five new sections on TICCompanyProfile:
- fiscalYear + fiscalYearHistory   current + deduped period list
- signatory                        firmateckning descriptions
- board + representatives          board-composition summary + active
                                   officers (positionEnd in future)
- payrolls                         payroll2 array newest-first, with
                                   deviation vs annual-report
- statuses                         current+historical status entries
                                   with red/yellow/green/neutral color

TicWorkspace renders the new data as four cards (Status, Fiscal year +
Signatory, Board + Representatives, Payroll history) plus a Badge
mapping for the traffic-light status color.

Tests: 52 -> 60 passing. Added unit tests for the new fetchers' v2
paths, fiscal-year auto-fill in /lookup, and full v2 profile coverage.

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

* feat(onboarding,agent): lean on TIC v2 to skip Steps 1 & 3 and sharpen Opus

Three small wins that unlock more of the v2 cutover. No new endpoints — the
data was already in the snapshot, just not flowing where it should.

Step 1 (entity_type) — deep-link path only:
- /lookup now returns `legalEntityType` and `registrationDate` (added to
  CompanyLookupResult).
- /onboarding/page.tsx does a server-side /lookup prefetch when
  ?org_number= is present (BankID picker path), maps "AB"/"EF" to the
  EntityType enum, and seeds Step 1's radio. Falls through silently for
  unsupported codes (HB, KB, …) and on TIC errors.
- WelcomeOnboarding hydrates ticLookup state from the server prefetch so
  Step 2's debounced client fetch and Step 3's first-year inference both
  have data on first render — no flash.

Step 3 (is_first_fiscal_year) — every path:
- deriveFirstYearDefaults() parses ticLookup.registrationDate and returns
  { isFirstFiscalYear, firstYearStart } when registered <12 months ago.
  Step 3's initialData picks it up; the user only confirms the end date.
- Settings value wins when present so existing users with a saved choice
  don't get overridden.

Composer prompt:
- redactTic allowlist was the bottleneck — it stripped beneficialOwners,
  signatory, board, representatives, payrolls, statuses, fiscalYear
  before Opus ever saw the JSON. Existing filterRedundantQuestions
  ownership logic was effectively dead because the data path was severed.
  Expanded allowlist to include those v2 sections; kept bankAccounts/
  email/phone/fiscalYearHistory/financialReports out (token cost > signal).
- SYSTEM_PROMPT now documents each v2 section and the rules Opus should
  apply: payroll signal switches from "registration.payroll" to "actual
  payrolls[] filings" (kills the false-positive swedish-payroll selection
  for newly registered employers); beneficialOwners[] becomes the
  authoritative ownership source (single owner → FMB modifier; multiple →
  multi-owner); statuses[] isCeased/red triggers an uncertainty_note.

Tests: 4112 unchanged. Build: green. No schema or migration changes.

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

* fix(agent): onboarding polish + composer signal fixes from first-run feedback

UX:
- AgentOnboarding: drop the 10s "Hoppa över — fortsätt med standardval"
  escape hatch. The fallback path runs automatically on timeout; the
  manual skip just teased users into a degraded build.
- ReviewCard step 2 title: "Stämma av detaljerna" → "Stäm av detaljerna"
  (imperative form matches the rest of the steps).
- Drop em-dashes from user-visible Swedish strings in AgentOnboarding +
  ReviewCard (fallback labels, subtitles, placeholder, error message,
  final CTA). Em-dashes survive in code comments only.
- "Fråga min revisor" → "Fråga min assistent" everywhere it surfaced:
  AgentTrigger, AgentSparkleButton, ReviewCard preview, ReviewCard
  fallback comment, general.help intent buttonLabel + prompt text.
- AgentTrigger / AgentSparkleButton / EmptyState.AgentHelpLink /
  TransactionInboxCard ask-button all gated on identity.isVerified.
  Pre-onboarding users no longer see the floating FAB or per-page
  Sparkle buttons. AgentSheetProvider.identity gained an isVerified
  field; (dashboard)/layout.tsx selects agent_profiles.verified_at and
  passes it through.

TIC verksamhetsbeskrivning:
- tic/index.ts /profile: /companies/{id}/purposes returns every
  historical verksamhetsföremål filing. Picking [0] was returning the
  oldest "äga och förvalta" holding-company boilerplate for companies
  whose later filings narrowed the purpose ("tillhandahålla
  företagskrediter och finansiella teknologilösningar"). Sort the
  array by lastUpdatedAtUtc desc and take the most recent non-empty
  purpose.

Composer banking signal:
- loadBankingSummary now reads journal_entry_id alongside
  description/amount/date and returns per-counterparty `direction`
  ('in' | 'out' | 'mixed') and `has_unbooked` (any row not yet booked).
  Aggregate `unbooked_count` accompanies the rollup.
- buildUserPrompt emits each counterparty as
  `Name: 12 345 kr (ut, OBOKFÖRD)` so Opus can tell income from cost
  on sight and tell which counterparties are still open questions.
- SYSTEM_PROMPT now explicitly forbids verification questions about
  counterparties whose direction is unambiguous AND status is 'bokförd'.
  Should kill the regressions from the first agent build:
  * "Konsult, J 98 565 kr — intäkt eller kostnad?" when the amount is
    clearly negative.
  * "ALMI AB 493 000 kr — lån eller bidrag?" when the transaction is
    already categorized.

Tests: 4112 unchanged. Build: green.

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

* fix(agent,ui): representation needs deltagare+syfte, drop duplicate doc icon

Representation booking:
- transaction-categorization prompt now requires the agent to capture
  participants (name + company) AND purpose before staging a
  representation categorization. SKV's representationsregler + ML 8 kap
  require the verifikation to document who attended and what the
  meeting was about; without that the avdrag is denied and the post
  should be booked as non-deductible / personalkostnad.
- The agent confirms back in plain text (audit trail in the chat),
  writes the deltagare + syfte to gnubok_remember_fact (long-term),
  THEN stages. Saknas deltagare/syfte: explicitly tell the user the
  avdrag won't go through and offer the non-deductible alternative.
- Known gap (followup, not this commit): the staged op's journal entry
  description doesn't yet carry the deltagare text. Until we add a
  `notes` field to gnubok_categorize_transaction, the audit trail
  lives in chat + agent_memory only.

TransactionInboxCard duplicate attachment indicator:
- Drop the FileCheck2 "open document" button from the trailing slot.
  TransactionAttachmentIndicator (Paperclip) next to the description
  already opens the underlag on click. Two icons doing the same thing
  was noise. Cleaned up the unused state (isOpeningDoc, hasAttachment,
  handleOpenAttachment) and dropped now-unused imports (FileCheck2,
  useToast).

Tests: 4112. Build: green.

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

* feat(agent,nav): notes on verifikation + redesigned sidebar

Audit-trail notes for representation:
- gnubok_categorize_transaction gains an optional `notes` string.
  Threaded through stagePendingOperation → commitCategorizeTransaction →
  createTransactionJournalEntry, which now appends notes to the entry's
  description (capped at 500 chars). The verifikation an external auditor
  reads now carries deltagare + syfte directly — not just chat history /
  agent_memory.
- transaction-categorization prompt updated: representation flow now
  REQUIRES the agent to pass deltagare+syfte via the notes parameter.
  Without it the booking is non-deductible / personalkostnad per SKV.

DashboardNav redesign:
- Top section: flat, no header — Hem (/chat), Underlag (was
  Dokumentinkorg), Transaktioner, Granskning. Always visible; the inline
  badge on /pending shows the count when there are pending ops.
- Mid section: four collapsible dropdowns (Försäljning, Inköp,
  Redovisning, Personal). Each auto-expands when the active route lives
  inside it. KPI moved from main to Redovisning. Extension nav items
  (TIC workspace, etc.) fold into Redovisning.
- Bottom-left: new account popover (DropdownMenu, opens upward) holding
  CompanySwitcher, Inställningar, Hjälp, Support, Logga ut. Replaces
  the old top company-switcher card + the bottom Support/Logout block.
- Mobile drawer mirrors the new structure: top items as flat list,
  same four dropdown groups, separate "Tillägg" section when
  extensions exist, "Mitt konto" section at the bottom.
- i18n: invoice_inbox label renamed "Dokumentinkorg" → "Underlag"
  ("Documents" in en). New keys: mitt_konto, group_extensions.

Tests: 4112. Build: green.

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

* fix(nav): unhide Leverantörer under Inköp

The /suppliers entry existed in navItems but was marked hidden — leftover
from when the supplier list lived elsewhere in the IA. Removing the
hidden flag puts Leverantörer in the Inköp dropdown alongside
Leverantörsfakturor.

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

* fix(nav): CompanySwitcher back to top-left, user account moves bottom-left

The previous pass collapsed both concepts into the bottom popover. They
mean different things: the company is the org context everything below
operates against (top-of-sidebar, scannable); the user is the
account-holder (bottom-of-sidebar, where settings/logout live).

- (dashboard)/layout.tsx: fetch profiles.full_name alongside the
  existing identity queries; pass userName + userEmail into
  DashboardNav.
- DashboardNav: restore CompanySwitcher at the top of the sidebar
  (pre-redesign placement). Bottom-left popover trigger now shows the
  signed-in user's name + single-letter initial (accountInitial helper
  falls back to email's first char, then "?"). Popover header carries
  full name + email; items unchanged (Inställningar, Hjälp, Support,
  Logga ut). CompanySwitcher removed from inside the popover — nested
  dropdowns were awkward and the top placement is where it belongs.

Tests: 4112. Build: green.

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

* fix(pending): trim the agent context strip

The row-level AgentContextStrip on /pending was rendering the model
name (eu.anthropic.claude-sonnet-4-6) and the full atoms array
(horizontal/swedish-vat, vertical/konsult-it, …) inline, which made
each row 60–80 chars of mostly-the-same metadata. Reviewers never
scan that text; they scan amounts and decide approve/reject.

Now the strip shows only the conversation deep-link
(Konversation #<short id>) — the one piece that's actually useful for
diving into context. Model + atoms remain available in agent_metadata
for debugging surfaces; they're just not in the list view.

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

* fix(agent): shared ground rules + paragraph breaks after tool calls

Two regressions surfaced in real usage. Both are systemic.

Shared agent ground rules:
- /chat surface (general.help) was happily inventing four-digit BAS
  account numbers ("Debet 6212 - Molntjänster…", "Kredit 2614 - Ingående
  moms…") and proposing booking decisions on invoices it had never
  seen, with no follow-up questions about currency/scope/etc.
- transaction-categorization had those rules baked into its prompt;
  general-help / bokslut-step / invoice-draft / supplier-invoice-review
  / verifikation-draft / vat-review never inherited them.
- Extracted lib/agent/intents/shared-rules.ts with five cross-cutting
  rules: underlag first (check inbox + ask user to upload to
  Dokumentinkorgen when missing), ask follow-ups when ambiguous, never
  write four-digit BAS account numbers in chat (category names only),
  cite atoms / load skills (don't guess), check counterparty history
  before proposing.
- Injected renderAgentGroundRules() into all six intents above.
  transaction-categorization left alone — it has more detailed inline
  rules tied to its specific underlag-flow.

Paragraph break after tool calls:
- text_delta from the model often resumes after a tool call without a
  leading newline ("kategoriseras." → gnubok_query_journal runs → "Inget
  historik hittades…" appended directly). Markdown rendered the
  concatenation as one paragraph.
- AgentChat text_delta handler now inserts \n\n when (a) the buffer
  ends with text content, (b) the incoming delta starts with text
  content, (c) at least one tool call has run, and (d) the buffer
  doesn't already end with a blank line.

Tests: 4112. Build: green.

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

* fix(nav): default-open dropdown groups; closing is per-user

Dropdowns started collapsed which meant first-time users had to open
each group to discover what's inside. Inverted the state: default open,
user can collapse, active route still forces a group open.

- manualExpanded → manualCollapsed (semantics flip)
- toggleGroup unchanged externally; flips the bit
- isGroupExpanded returns !manualCollapsed[g] || hasActiveChild

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

* feat(agent): rate-safe v1→v2 TIC upgrade, counterparty defaults, profile settings

Three pre-ship quality wins.

Rate-limit-safe TIC v2 upgrade:
- The /profile endpoint fans out to ~13 Lens calls; the account has a
  ~3000/mo ceiling. Force-refreshing every pre-v2 (v1) snapshot across
  the customer base would blow the budget.
- ensureTicSnapshot gains an `upgradeV1` flag. A cached snapshot still
  inside the 7-day window is re-fetched only when (a) the caller passes
  upgradeV1 AND (b) the snapshot is v1-shaped (missing the v2-only
  `statuses` key). Gated to the two agent-onboarding call sites — a
  deliberate, once-per-company action and the only consumer of the v2
  sections. Workspace + signup keep the natural 7-day staleness, so the
  v1→v2 migration is lazy and bounded to companies actually building an
  agent.

Known-counterparty defaults (shared-rules):
- Agent now proposes a sensible default for well-known counterparties
  instead of asking the same question monthly: Almi → lån, Tillväxtverket/
  Vinnova/EU-stöd → bidrag, Skatteverket → skatt/avgift or återbäring,
  Bolagsverket → avgift, Försäkringskassan → ersättning, EF private
  withdrawal → eget uttag. Stated as an assumption the user can correct,
  not a hard rule — underlag/history still wins.

Företagsprofil settings page:
- New /settings/agent-profile (Företagsprofil / "Company profile"):
  view + edit the agent's company profile after onboarding — assistant
  name + avatar, the profile summary the agent reasons from, and a
  read-only chip view of loaded specialities (atoms). Backed by the
  existing GET/PATCH /api/agent/profile.
- New GET /api/agent/atom-titles?ids= resolves atom slugs → human titles
  for the chips (registry is globally-readable reference data).
- Added to SettingsSidebar; i18n keys agent_profile (sv "Företagsprofil"
  / en "Company profile").

Note: /chat already redirects unverified users to / (chat layout guard),
and / renders WelcomeGate → /onboarding/agent. No redirect work needed.
AgentSetupBanner.tsx is orphaned dead code (WelcomeGate superseded it).

Tests: 4112. Build: green. Both new routes compile.

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

* feat(nav,agent): Hem=Översikt + separate Assistent button; memory dedup

Nav restructure:
- "Hem" now points to / (Översikt dashboard) again, not /chat. The agent
  chat gets its own top-level nav entry "Assistent" (Sparkles icon) → /chat.
  Mobile bottom nav mirrors this (Hem / Assistent / Transaktioner).
- / restored to render DashboardContent (the Översikt) for built-agent
  users instead of redirecting to /chat. Users who haven't built their
  assistant yet still get WelcomeGate (the build-agent checklist); once
  verified, / shows the dashboard. Chat is reachable anytime via its nav
  entry. Restored main's dashboard data-fetch; added an agent_profiles
  verified_at probe to drive the WelcomeGate branch.
- i18n: nav.assistant ("Assistent" / "Assistant").

agent_memory dedup (gnubok_remember_fact):
- The agent re-remembers the same fact constantly (e.g. "Vercel = omvänd
  skattskyldighet" on every Vercel categorization), which would bloat
  agent_memory with paraphrases over months.
- Before insert, compare the incoming fact against the 300 most-recent
  active memories by word-set Jaccard similarity (lowercased, punctuation-
  stripped, stopwords dropped). A near-duplicate (≥0.82) is treated as
  already-known: bump its relevance toward the new score + refresh
  updated_at instead of writing a new row. Embedding-free, zero added
  latency beyond one bounded SELECT.

Tests: 4112. Build: green.

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

* fix(agent,nav): företagsprofil=Bolagsuppgifter, avatar nav icon, dedupe greeting

Företagsprofil settings page (the right content this time):
- Replaced the agent atoms/summary panel with CompanyProfileView — a
  read-only "Bolagsuppgifter" view of the cached TIC company snapshot
  (name, org-nr, form, address, F-skatt/Moms/Arbetsgivare, SNI, bank,
  verksamhet, employees, latest financials, status traffic-lights,
  fiscal year, firmateckning, företrädare). Server component reads the
  companies.tic_snapshot column directly — no extension import, stays
  inside the core-build boundary.
- Route renamed /settings/agent-profile → /settings/company-profile.
  Removed the old AgentProfilePanel + the now-unused /api/agent/atom-titles
  endpoint.

"Assistent" nav icon = the agent's chosen avatar:
- DashboardNav reads agent identity from AgentSheetProvider and renders
  the onboarding-chosen avatar for the /chat ("Assistent") entry across
  desktop sidebar, mobile drawer, and mobile bottom nav. Falls back to
  the Sparkles glyph pre-onboarding (no avatar yet).

Nav cleanup:
- Dropped the beta badge from Underlag.
- Filtered the TIC workspace (/e/general/tic, "Företagsprofil") out of
  the nav — the same Bolagsuppgifter now lives under Inställningar →
  Företagsprofil, so it shouldn't appear in two places.

Doubled intake greeting fix:
- /chat/intake fires an invoke with no conversation_id, then swaps the
  URL to /chat/[id] the instant the `conversation` event lands — which
  can beat the greeting being persisted. /chat/[id] then hydrated with 0
  messages and, because the auto-fire guard keyed on (id && messages>0),
  fired a SECOND invoke on the same conversation → two greetings.
  Guard now keys on conversation-id presence alone: a set id means
  resume, never bootstrap. Closes the race.

Tests: 4112. Build: green.

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

* fix(agent): paragraph-break-after-tool split words mid-stream

The earlier "insert \n\n when text resumes after a tool call" heuristic
re-evaluated on EVERY text_delta (any delta not starting/ending with
whitespace, once a tool had run). Streaming deltas arrive in sub-word
chunks, so it injected breaks between fragments of the same word:
"minnes\n\nno\n\nterna", "kund\n\nrep\n\nresentation".

Replace the per-delta heuristic with a consume-once ref:
- tool_use sets breakBeforeNextTextRef = true
- the next text_delta consumes it: prepends \n\n exactly once (only when
  the buffer has content, doesn't already end in whitespace, and the
  delta doesn't start with whitespace), then clears the flag

So the break fires once per tool→text resume, never mid-word.

Build: green.

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

* fix(agent): much shorter replies, representation headcount + VAT cap, dot separator

Brevity (system-prompt Svarsformat — affects every reply):
- Hard "korthet är regel nummer ett": aim for 2-4 sentences, lead with
  the answer/action, no warm-up ("Här är vad som gäller…"), don't derive
  VAT in prose, don't restate what the approval card shows, one question
  at a time. The agent was writing textbook-length essays.

Representation rule now in shared-rules (so verifikation-draft, vat-review,
etc. all get it — previously only transaction-categorization had it, which
is why the verifikation flow guessed 25% VAT and skipped the cap):
- Require ANTAL deltagare (headcount), not just one name — the moms
  deduction is per person (underlag cap 300 kr/person ex moms).
- Use the receipt's ACTUAL VAT rate (usually 12% on food), never assume
  25%.
- Meal representation isn't income-tax deductible (post-2017); whole cost
  booked as non-deductible representation.

Verifikation description separator:
- createTransactionJournalEntry appended notes with an em-dash
  ("Utlägg Eatnam — Deltagare:…"), violating house style. Switched to a
  middle dot " · ". journal_entries has no separate notes column — the
  description IS the BFL verifikationstext / audit field, so deltagare +
  syfte correctly live there.

Tests: 4112. Build: green.

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

* fix(settings): tidy Bolagsuppgifter — no status colours, clean firmateckning

From first-look feedback on the Företagsprofil page:

- Status: dropped the coloured traffic-light badges (red/yellow/green).
  Per the design system semantic colour is data-only, never chrome, so
  status now renders as plain label + date. Also filtered to dated
  entries only — Bolagsverket emits flags like "Har aldrig varit verksam"
  with no date that read as noise next to the real status. Ceased status
  gets muted destructive text (the one chrome colour the system keeps).

- Firmateckning: the source text carries ">" list markers and crams
  several rules onto one line, and repeats "Firman tecknas av styrelsen"
  across rows. cleanSignatory() strips the markers, normalises whitespace,
  splits run-on "Firman tecknas …" clauses onto separate lines, and the
  render dedupes — so each rule reads as its own sentence.

Build: green.

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

* fix(mcp): inbox items expose all terminal links + processed flag

The Eatnam receipt was booked against its bank transaction (so the inbox
row had matched_transaction_id + created_journal_entry_id set), yet the
agent reported it as loose/unmatched and a duplicate risk. Root cause:
gnubok_list_inbox_items only selected and returned matched_supplier_id +
created_supplier_invoice_id — the supplier-invoice path. The
transaction-match and direct-journal-entry paths were invisible, so any
receipt cleared via /transactions looked unprocessed.

- list_inbox_items now selects + returns matched_transaction_id and
  created_journal_entry_id alongside the supplier fields, plus a derived
  `processed` boolean (true when ANY of the three terminal links is set).
- New unprocessed_only=true input filters to items with no terminal link
  — the "what still needs handling" view that prevents the agent from
  flagging already-booked docs as duplicates. (Fetches a wider window
  then filters client-side so limit applies post-filter.)
- Description updated to document the processed semantics, within the
  280-char tool-description budget.

The DB linkage itself already worked: /transactions attach-document sets
matched_transaction_id, and commitCategorizeTransaction stamps
created_journal_entry_id. This was purely a read/surface gap.

Tests: 4112 (+ MCP description guard). Build: green.

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

* fix(mcp): repair stage-but-never-commit tools + consolidate tool surface

- post_annual_depreciation AND reverse_entry were never in the pending_operations operation_type CHECK, so both staged then died with check_violation at INSERT. Add the CHECK migration, a commitPostAnnualDepreciation executor (reusing commitAnnualPostings), risk tier, and the PendingOperationType union member.
- Salary tools de-risked: calculate_salary_run calls runSalaryCalculation() directly (no self-fetch/forged cookie); create_salary_run uses a transactional create-run helper with compensating delete; generate_agi actually generates + persists the declaration.
- import_sie parses + validates at stage time with a content-rich preview (company, fiscal year, voucher/account counts, balance) instead of a blind byte count.
- batch-match-invoices passed user.id where companyId was expected (silently matched zero).
- VAT report+widget merged behind render_ui; gnubok_search_tools ranks by relevance; gnubok_feedback readOnlyHint corrected; tools/list instruction text fixed; income decision-tree + GL/query_journal cross-refs added.

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

* feat(agent): load skill atom bodies from the DB so they survive the build

Skill bodies were read from disk at runtime (.claude/skills/**/SKILL.md); on Vercel the dynamic readFile path isn't traced into the lambda and on Docker .claude/ is excluded, so atoms loaded EMPTY in production — a despecialized agent. Inline the bodies into agent_atom_registry instead:
- Migration adds body + mcp_exposed columns; a build-time generator (scripts/generate-skill-bodies.ts) emits a deterministic dollar-quoted seed migration with a content-hash manifest + --check CI guard.
- Read sites (mcp-server atoms.ts, chat system-prompt.ts, composer prewarm) read body from the DB, with a dev-only disk fallback. mcp_exposed curates which atoms the MCP exposes (swarm-* never become atoms).
- The seed script + generator share scripts/lib/atom-discovery.ts; estimated_tokens now reflects SKILL.md only.

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

* feat(agent): safe the in-app assistant — gating, FAB de-confliction, rate limit, friendly errors

- Hide all agent entry points until verified_at: the Assistent nav tab (sidebar + mobile) and the agent-memory settings tab now match the floating FAB's gate.
- FAB de-confliction: /kpi -> kpi.explain and /bookkeeping/year-end -> bokslut.step so the floating button opens the SAME assistant as the page button (no two-agents-on-one-page).
- Generous per-user rate limit (30/min, 1000/day) on /api/agent/invoke, /onboarding/stream, /composer via a new agent_rate_counters table + check_and_increment_agent_quota RPC; fails open. Bounds runaway Bedrock spend without touching normal users.
- Friendly errors: Bedrock 429/timeout/5xx normalized to Swedish (friendlyModelError) in run-turn + the invoke route; the chat client surfaces the server's friendly message instead of a raw HTTP status.
- /chat/new validates ?intent= against the registry so bad deep-links fall back to general.help instead of rendering a broken-looking error.

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

* fix(agent): keep /chat read-only — redirect categorization + swap the "categorize" suggestion for a VAT-report question

general.help (the /chat assistant) is read-only, but it still gave per-transaction bokföringsförslag in prose and asked "godkänner du dessa?" — an analysis the user can't act on (no write tool, no per-tx underlag). Strengthen the prompt to redirect categorization/bokföring to the per-transaction flow (open the transaction -> "Fråga om denna transaktion", where the agent sees the underlag and stages a real ApprovalCard); a short overview is still allowed. Add a guard test locking in no-write-tools + the redirect language. Swap the /chat empty-state "Hjälp mig kategorisera" chip (which lured users into exactly this dead-end) for a VAT-report question the read-only assistant can actually answer.

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

* refactor(pending): declutter the review queue rows + header

Fold the conversation deep-link onto the actor label (drop the separate
"Konversation #xxxx" strip and its icon), hide the quick-pick when there's
only one operation type (it duplicated "Markera alla"), and drop the "(0)"
from the disabled bulk-approve button.

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

* feat(vat): enhance VAT handling by integrating document validation and improving error messaging

* feat(settings): add assistant knowledge surface + consolidate settings tabs

Expose the agent's skill atoms (agent_atom_registry) in a read-only surface
beside the existing memory view, and tighten the settings tab bar from 14 to
10 tabs.

- New GET /api/agent/skills + AgentSkillsPanel: lists active, mcp_exposed
  atoms grouped by tier (Kärnkompetens / bransch / bolagssituation), flags
  which are active for the company from agent_profiles, and lazy-loads each
  SKILL.md body on expand.
- New /settings/assistant tab with a Minne/Kompetens toggle (?view=skills);
  /settings/agent-memory and /settings/agent-skills redirect into it.
- Merge Företagsprofil (TIC snapshot) into the Företag tab via
  CompanyProfileSection; /settings/company-profile redirects.
- Merge Skatteverket-anslutningen into the Skatt tab — OAuth returnTo and the
  callback toast now target /settings/tax; /settings/skatteverket redirects.
- Drop the Säkerhetsbackup tab (already under Importera/Exportera).

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

* fix(inbox): keep booked underlag out of the unmatched queue + widen match window

- categorize: after booking an inbox underlag onto a verifikat, backfill the
  inbox row's matched_transaction_id + created_journal_entry_id so it stops
  showing as unmatched (mirrors the /attach-document paperclip path).
- TransactionMatchPicker: bias the candidate window forward (60d before →
  180d after the invoice date) so late payments aren't dropped before scoring,
  and widen the ranking date tolerance to 120d so the true match floats to the
  top instead of collapsing to "Svag match". Fix "okatigoriserade" typo.

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

* wip: bundle in-progress branch work + agent onboarding chat optimizations

Captures the uncommitted work-in-progress on this branch so it lives on the
remote. Heterogeneous changeset — bundled as one commit since the work was
already entangled across files.

Headline change in this commit (from this session):
- Remove the double interview in agent onboarding. Phase B's verification-
  question form stepper is gone — the Phase C chat (onboarding.intake) now
  owns the entire interview and reads the composer's verification_questions
  server-side as its question bank.
- ReviewCard collapses from 3 steps to 2 (meet → review-and-confirm) with
  value-first ordering: profile + "vad jag kan hjälpa dig med" + facts +
  optional seed note. CTA reads "Möt {namn}" to signal the chat follows.
- ChatIntakeStarter handoff subcopy updated to match reality (assistant
  greets first; user can leave anytime).
- Stamp agent_profiles.intake_completed_at server-side in
  app/api/agent/invoke/route.ts on the first user-typed reply in any
  onboarding.intake conversation (idempotent IS NULL guard, best-effort).
  Closes the previously dead-write column and unlocks the opportunistic-
  follow-up hook the migration anticipated.

Plus in-progress branch work being carried forward (not introduced here):
agent runtime + intent prompts, composer + atom-discovery scripts, MCP
server skills surface, onboarding flow components, dashboard/inbox tweaks,
two new agent_atom_registry migrations, additional agent-chat tests.

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

* refactor(agent): drop inline "Fråga assistenten" affordances — rely on the FAB

The bottom-right "Fråga {namn}" FAB (AgentTrigger) is already route-aware
and picks the right intent per page, so duplicating it as inline page-
header buttons and empty-state links is noise. Removed:

- EmptyState `agentHelp` link ("Eller fråga {namn} hur du kommer igång")
  + the AgentHelpLink component + agent_default_name/agent_ask_link i18n
  keys + the agentHelp props on EmptyInvoices/EmptyCustomers/EmptyTransactions.
- AgentSparkleButton on /bookkeeping (verifikation.draft) and /kpi
  (kpi.explain) page headers.

The FAB stays — when verified, it appears on those routes and routes to
the right intent automatically.

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

* fix(agent): gate the last two ungated "Fråga assistenten" affordances

Both surfaces previously called useAgentSheet directly without checking
identity.isVerified, so they appeared pre-onboarding (everywhere else the
FAB / sparkle buttons / /chat / Assistent nav are all gated on verified_at).

- Settings page header: remove the "Fråga {namn}" pill entirely. The FAB
  covers /settings routes route-aware (settings.help) — no need for a
  duplicate inline trigger.
- Invoice inbox transaction picker: hide the "Fråga assistenten" button
  when the agent isn't built. Done at the parent (InvoiceInboxWorkspace)
  by passing onAskAssistant only when identity.isVerified is true; the
  child renders the button only when the callback is present.

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

* feat(tic,onboarding,agent): single-call TIC lookup + director-aware narrative voice

- TIC: collapse the company lookup from 6 endpoint calls to 1
  (search-public already exposes sniCodes, bank accounts, emails, phones,
  and registration flags). Derive fiscal-year MM-DD from
  mostRecentFinancialSummary; newly-registered companies fall through to
  the client's first-year defaults.
- Onboarding: BankID picker no longer auto-provisions companies. Every
  pick routes through the wizard with orgnr (and entity_type via the
  CompanyRoles match) prefilled; F-skatt/VAT/address get confirmed in
  steps 2-4 instead of being auto-fetched. createCompanyFromOnboarding
  reuses CompanyLookupResult and adds a defensive top-level catch so
  server-action errors surface to the UI instead of being redacted.
- Agent composer: loadUserDirectorship() checks BankID CompanyRoles for
  a director-like position (ceo/boardMember/chairman/externalSignatory,
  active) before the narrative uses second-person ownership voice
  ("Du driver…"); unknown users get neutral third-person voice so we
  never put ownership words in the user's mouth.

Tests cover loadUserDirectorship, narrative voice, tic-fetch path,
onboarding page, and updated TIC client + lookup/profile suites.

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

* fix(tic): extend agent-onboarding TIC budget to 10s + backfill stranded org_numbers

The 5s TIC fetch timeout aborted client-side before the upstream Lens
fan-out (~13 calls) could complete, but the in-flight upstream calls
still counted against quota — actions.ts already documents ~530 wasted
calls from this in May. Same bug still applied to the agent-onboarding
stream path. Adds an optional `timeoutMs` to `ensureTicSnapshot` so
deliberate wait-screen callers (agent onboarding stream) can run with
10s while background/dev callers stay on the conservative 5s default.

Page-level server fetch (page.tsx) intentionally stays at 5s to avoid
blocking TTFB without a visible progress affordance.

Backfill migration mirrors `company_settings.org_number` to
`companies.org_number` for the 105 cases where it's safe (after dedup
+ conflict filtering). 56 of those are on active companies — unblocks
duplicate guards, SIE/SRU exports, and TIC fallback chain. Zero TIC
API calls — pure data move. Idempotent.

Also sweeps a pre-existing SSRF guard on the stream route's origin
derivation that was sitting unstaged in the working tree — it lives in
the same diff hunks as the TIC budget change and couldn't be split cleanly.

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

* wip: bundle in-progress branch work

Sweep up uncommitted agent/MCP/RLS work-in-progress so the branch is fully
backed up to origin. Not reviewed in detail — committed as-is to preserve
working state alongside the TIC fixes in the previous commit.

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

* fix(agent): tag the "Bygg din bokföringsassistent" CTA as Beta

Adds a Beta badge next to the assistant-setup heading on the dashboard
banner, dashboard inline card, and onboarding checklist row. Also drops
the stale "Gratis i 30 dagar" subline from the dashboard card.

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

* fix(build,migrations): PendingOperationType salary ops + resolve migration version collisions

PR #584 went red on three things:

1. core-only build / Vercel: `lib/pending-operations/commit.ts:2666` switched on
   'create_salary_run' and 'generate_agi' but `PendingOperationType` was missing
   both literals. Add them to the union.

2. Supabase preview: migration version 20260526120000 collided with main's
   newly-merged 20260526120000_fix_replace_sie_import_hard_delete.sql.
   Bump the branch's pair to 20260526120050 / 20260526120051 — still ahead of
   20260526120100_restvardeavskrivning so ordering is preserved.

3. 20260527170000 was used twice on this branch
   (_agent_rls_with_check + _journal_entry_no_doc_required). Bump the second
   to 20260527170100 so the pair stays orderable and Supabase doesn't choke
   on the duplicate schema_migrations PK.

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

* fix(ci): reword comment so core-only guard stops flagging it

The "Check no core imports from extensions" step greps for the literal
\`from '@/extensions/\` across lib/, app/api/, components/. A comment in
lib/agent/composer/tic-fetch.ts quoted the exact pattern verbatim to
explain *why* the file does a self-fetch instead of importing the TIC
extension directly — which the grep matched even though no actual
import exists.

Rewrite the line to keep the same meaning without the literal pattern.

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

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Co-authored-by: Emil <emilmattsson14@gmail.com>
 2026-05-28 11:27:01 +02:00
Mattsson a9b43ebeb7 Bug/vat selection warning (#583) 
* refactor: update VAT handling logic for non-registered sellers and improve related comments

* chore: gate automated email flows behind 503 responses

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

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

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

* chore: remove Recapt feedback widget

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

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

* feat: reject meaningless rättelser in correctEntry

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

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

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

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

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

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

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

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

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

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

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

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

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-28 01:56:09 +02:00
Mattsson a2a556d837 Bug/UI wrong display (#573) 
* fix(dashboard): exclude credit notes from unpaid invoices widget

Credit notes (status='sent', negative total) were summed into the
"Att få betalt" widget, producing confusing negative totals like
"2 st, -38 625 kr". Filter them out via credited_invoice_id IS NULL,
matching the existing pattern in reminder-processor and the AR ledger.

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

* fix(documents): harden PDF preview and upload validation

- JournalEntryAttachments: switch inline PDF preview from <iframe> to
  <object type="application/pdf">. Mirrors the AttachmentPreviewSheet
  fix from #572 — Chrome's frame pipeline intermittently surfaced
  "Det här innehållet har blockerats" on iframes even with permissive
  CSP. <object> invokes the PDF plugin directly. crbug.com/271452.

- /api/documents/:id/inline: resolve Content-Type via file extension
  when mime_type is null or application/octet-stream. Legacy uploads
  landed with empty File.type from some drag sources; combined with
  the new X-Content-Type-Options: nosniff header on this route,
  Chrome refused to render valid PDFs. Extension fallback covers
  every legacy row without a DB backfill.

- /api/documents POST: surface DB-trigger period-lock errors as a
  400 DOC_UPLOAD_PERIOD_LOCKED with a Swedish reason. Previously
  every catch was bucketed into DOC_UPLOAD_STORAGE_FAILED (500 /
  "Filen kunde inte sparas") which hid the real cause from users
  attaching to verifikationer in closed/locked fiscal periods.

- document-service: add validateDocumentMagicBytes() that inspects
  the first bytes for valid PDF/PNG/JPEG/WebP headers (PDF tolerates
  a leading UTF-8 BOM). Wired into uploadDocument() and
  createNewVersion() so every upload path is protected — UI, MCP,
  and future email/webhook ingestion. Defends against agents that
  send a base64-encoded text placeholder instead of real binary
  bytes via the gnubok_upload_document MCP tool, which produced
  tiny (15-561 byte) "PDFs" that failed to render in Chrome and
  in external viewers.

Tests use a minimal valid PDF buffer (%PDF-1.4 … %%EOF).

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

* feat(arsredovisning): emit ÅRL-required notes and FTE-weighted medelantal

Five compliance gaps fixed in the K2 and K3 noter builders:

- Anläggningstillgångar roll-forward per ÅRL 5:8 § — per-category IB
  anskaffningsvärde, tillkommande, avgående, UB and accumulated
  avskrivningar movement (was only emitting avskrivningstider).
- Långfristiga skulder förfallande efter mer än fem år per ÅRL 5:13 §.
- Ställda säkerheter and Eventualförpliktelser as separate notes per
  ÅRL 5:14-15 § (K2 previously combined them).
- Koncernförhållanden per BFNAR 2016:10 kap. 19 / BFNAR 2012:1 kap. 8.

Replaces medelantal anställda — the old query filtered employees by an
is_active column that doesn't exist, so the note never emitted. Now
uses an FTE-weighted day-based average per ÅRL 5:20 §.

Six disclosure fields persist on arsredovisning_narratives as per-period
overrides; the UI extends the existing förvaltningsberättelse editor
with a "Lagstadgade upplysningar" subsection sharing the same Spara
button — no new pages, no settings changes.

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

* fix(invoices): respect vat_registered=false and hide personnummer for B2C

- PDF address block no longer prints org_number for individual customers
  (GDPR data minimization; ML 17 kap 24§ requires name + address only).
- Wire company_settings.vat_registered through the rule helpers, invoice
  creation API, preview-pdf API, and the new-invoice form so a non-VAT-
  registered seller cannot charge VAT (ML 1 kap. 1§). The PDF suppresses
  the empty "Moms 0%" row and shows a dedicated "Företaget är inte
  momsregistrerat" notice instead of the ML 3 kap. exempt notice.
- Engine unchanged: 'exempt' treatment already routes to 3004/3100 and
  skips VAT lines.

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

* fix(settings): remove approval rules from sidebar and routes

* fix(invoices): ensure vat_registered defaults to true for invoice previews and API

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-27 11:01:53 +02:00
Mattsson 32d9978f1b Fix/chrome pdf preview csp (#572) 
* feat: add option to exclude year-end closing entries in SIE export and related reports

* delete docs

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-26 22:29:41 +02:00
Mattsson 50e5520b6d Add/preview invoice image (#565) 
* feat: enhance invoice preview functionality with mock customer support

* feat: update invoice preview logic to handle mock customers and improve error handling
 2026-05-24 16:59:36 +02:00
Mattsson 78c91e00e4 feat: add language preference for customers to support invoice locali… (#561) 
* feat: add language preference for customers to support invoice localization

- Introduced language support for invoices, allowing customers to choose between Swedish and English.
- Updated invoice PDF generation to reflect the selected language for titles, labels, and messages.
- Enhanced email templates to generate content in the customer's preferred language.
- Added migration to include a language column in the customers table with a default value of Swedish.
- Updated tests to verify correct language usage in invoice emails and PDFs.

* fix: debounce API requests in InvoicePreviewCard and update F-skatt terminology in email templates
 2026-05-22 15:21:05 +02:00
Mattsson 64bbeb4021 Fixed user issues (#559) 
* Fixed user issues

* feat: add personal_number column to customers for individual identification

* feat: add personal_number field to makeCustomer function for enhanced customer identification

* feat: add personal_number column with constraint check for customer identification
 2026-05-22 12:22:15 +02:00
Mattsson e4488a900b feat: add user locale preference to user_preferences table (#555) 
* feat: add user locale preference to user_preferences table

- Introduced a new column 'locale' in the user_preferences table to store per-user UI language preferences.
- Added a CHECK constraint to ensure only supported locales ('sv', 'en') are allowed.
- Triggered a schema reload notification for the changes.

chore: declare CSS module support in TypeScript

- Added a declaration for CSS modules in globals.d.ts to enable TypeScript support for importing CSS files.

* feat: add Swish as an invoice payment method in company settings
 2026-05-21 21:33:22 +02:00
Jakob Wennberg cc351158f8 Invoicing & account-security polish bundle (#550) 
* feat: invoicing & account-security polish bundle

Five independent improvements bundled to ship together:

- BankID/password lockout fix: BankID-only users could enroll MFA and
  brick themselves (Supabase requires AAL2 to change password or unenroll
  MFA, and AAL2 needs a password sign-in). New app_metadata.has_password
  flag tracks this; middleware gates /mfa/enroll behind it, /account/set-
  password is the unlock path, SecuritySettings shows a banner, and
  /api/account/password is the single write path that flips the flag.
  Backfill script for existing users.

- Swish invoice payment method: company_settings.swish + invoice_show_swish
  columns, validation in lib/api/schemas.ts (accepts 123XXXXXXX företag or
  07XXXXXXXX mobile, strips whitespace/hyphens), rendered on invoice PDFs.

- Send-reminders kill switch: per-company company_settings.send_invoice_
  reminders toggle in PdfPrintSettings/Automatisering. Reminder processor
  also tightened: positive status allowlist (sent + overdue) so terminal
  statuses can never match; skip when customer already responded via
  reminder link; race-window re-check before send.

- First-invoice logo prompt: one-shot dialog when creating the first
  invoice without a logo (issue #520). Self-limits via head-only count.

- SIE export opening-balance fallback: route IB through getOpeningBalances
  so the compute_prior_opening_balances RPC supplies #IB after multi-year
  imports where opening_balance_entry_id is intentionally NULL. Previously
  #IB silently went to zero and #UB collapsed to current-period movements.

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

* fix(account-polish): address PR review feedback

- BankID-link path (extensions/general/tic/index.ts): read-merge-write
  app_metadata instead of passing { bankid_linked: true } alone.
  updateUserById REPLACES app_metadata wholesale, so the previous code
  would have wiped has_password for any user who later linked BankID,
  causing the set-password banner to (incorrectly) reappear and blocking
  the standard MFA enrollment button. The comment is now corrected.

- Middleware (lib/supabase/middleware.ts): thread inner returnTo through
  the /mfa/enroll → /account/set-password redirect so the user lands on
  their original destination after the full chain completes, not on /.

- safeReturnTo helper (lib/auth/safe-return-to.ts): replace the
  starts-with-/-but-not-// guard on mfa/enroll and set-password pages.
  The previous guard let /\evil.com and /@evil.com through. The new
  helper parses against a synthetic base origin and verifies it matches.

- set-password page (app/(auth)/account/set-password/page.tsx): remove
  CLAUDE.md design system violations — bg-gradient-to-b on page bg,
  inline shadow-md style on the card, space-y-5, font-medium on the h1,
  rounded-xl on the card. Flat surface, hairline border, font-display
  h1 per the design tokens.

- Swish dedup (lib/payments/swish.ts): extract normaliseSwish() and
  isValidSwish() helpers and use them in lib/api/schemas.ts,
  components/settings/BankDetailsForm.tsx, and the invoicing settings
  page. Single source of truth for the regex.

- Password route (app/api/account/password/route.ts): emit a structured
  success log so the audit pipeline can detect password-set events, not
  just failures.

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

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-21 16:44:09 +02:00
Mattsson e71b4a9138 Add/mcp and visma (#547) 
* fix: simplify COMING_SOON_PROVIDERS to include only bjornlunden and briox

* feat: add supplier creation functionality and related operations

* feat: reorder and enhance OAuth scopes in Visma integration

* feat: implement create supplier functionality with validation and risk tier management
 2026-05-21 01:25:18 +02:00
Mattsson e211ab31be UI/settings api mcp (#524) 
* feat(voucher): add create voucher and correct entry previews; update commit methods

* feat: add support for pending operations in API key scopes and OAuth client management

- Introduced new API key scopes for reading and approving pending operations.
- Updated the scope groups to include pending operations.
- Added new tools for listing and managing pending operations.
- Implemented OAuth client registration and revocation endpoints.
- Created a UI panel for managing OAuth clients, including registration and revocation.
- Added tests for pending operations tools and OAuth allowlist functionality.
- Implemented a database migration for OAuth client registrations with appropriate policies and constraints.

* feat: Implement OAuth client registration rate limiting and enhance security measures

- Added IP-based rate limiting to the OAuth client registration endpoint to prevent enumeration attacks.
- Introduced a service-role client for allowlist lookups, ensuring trust boundaries are maintained.
- Updated error responses to be uniform across different types of redirect URI validation failures.
- Enhanced tests to reflect changes in OAuth scope handling, ensuring fallback to read-only scopes when no scopes are provided.
- Improved handling of high-risk pending operations, requiring explicit confirmation for approvals.
- Added audit logging for OAuth client revocations and pending operation approvals/rejections to maintain a security audit trail.
- Refactored API key scope management to include default read-only scopes for OAuth-issued keys and added segregation-of-duties checks.

* feat: add recurring invoice scheduling functionality

- Implemented recurring invoice schedules with a new database schema.
- Created API routes for managing recurring invoices (GET and POST).
- Added cron job to automatically generate invoices based on schedules.
- Developed service functions for computing next run dates and executing schedules.
- Added tests for the new functionality, including validation and success cases.
- Introduced error handling for various scenarios in the invoice creation process.

* feat: refine VAT rate validation and enhance recurring invoice handling
 2026-05-19 13:48:32 +02:00
Mattsson 16164ea14c Fix/mcp fixes and bugs (#518) 
* feat(voucher): add create voucher and correct entry previews; update commit methods

* feat: add support for pending operations in API key scopes and OAuth client management

- Introduced new API key scopes for reading and approving pending operations.
- Updated the scope groups to include pending operations.
- Added new tools for listing and managing pending operations.
- Implemented OAuth client registration and revocation endpoints.
- Created a UI panel for managing OAuth clients, including registration and revocation.
- Added tests for pending operations tools and OAuth allowlist functionality.
- Implemented a database migration for OAuth client registrations with appropriate policies and constraints.

* feat: Implement OAuth client registration rate limiting and enhance security measures

- Added IP-based rate limiting to the OAuth client registration endpoint to prevent enumeration attacks.
- Introduced a service-role client for allowlist lookups, ensuring trust boundaries are maintained.
- Updated error responses to be uniform across different types of redirect URI validation failures.
- Enhanced tests to reflect changes in OAuth scope handling, ensuring fallback to read-only scopes when no scopes are provided.
- Improved handling of high-risk pending operations, requiring explicit confirmation for approvals.
- Added audit logging for OAuth client revocations and pending operation approvals/rejections to maintain a security audit trail.
- Refactored API key scope management to include default read-only scopes for OAuth-issued keys and added segregation-of-duties checks.
 2026-05-18 19:02:42 +02:00