Commit Graph

6 Commits

Author SHA1 Message Date
Jakob Wennberg d3869e6694 fix(api): register the v1 stamp endpoint scope and derive the webhook event catalogue from one source (#1930)
POST /api/v1/companies/{companyId}/inbox-items/{id}/stamp registered itself
with scope documents:write but had no V1_ENDPOINT_SCOPES entry, and the
wrapper resolves the required scope from that map before it validates the
bearer token, so the route answered NOT_FOUND to every caller. Add the entry,
drop the three phantom entries that had no route (GET openapi.yaml, GET
companies/:companyId, GET companies/:companyId/events), and add a parity test
that pins the scope map to the endpoint registry in both directions, checks
every pattern against an existing route file, and checks every v1 route file
is imported by load-routes.ts.

The webhook event catalogue was hand-copied in three places and had drifted:
the fan-out handler delivered 28 events while the v1 create enum, the OpenAPI
spec, the generated agent skill and the docs page listed 24, so the four
reconciliation.* events could not be subscribed to. lib/webhooks/public-events.ts
is now the single source; the handler set, the Zod enum and the docs section
derive from it, with tests that pin each surface to the catalogue. The PATCH
webhook docs no longer tell agents to delete and recreate a webhook to rotate
its secret: POST .../rotate-secret exists.

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-26 13:34:27 +02:00
Jakob Wennberg 49ff234954 feat(webhooks): dispatch on emit instead of waiting for the next cron tick (#1256)
* feat(webhooks): dispatch on emit instead of waiting for the next cron tick

The webhook dispatcher ran only on a per-minute cron, so the floor on
delivery latency was up to 60 seconds plus the request. An external consumer
that wanted to react as a transaction landed had only one alternative:
polling /api/events, which the 100 rpm per-key limit makes expensive and
which still cannot beat the tick interval.

Schedules one dispatch cycle as soon as deliveries are enqueued. The cron is
unchanged and remains the retry and sweep path; this only moves the first
attempt forward. Wired into the event-bus fanout plus the two routes that
enqueue a delivery directly: the :test verb, whose entire purpose is telling
someone whether their receiver works, and the manual delivery retry.

Three properties are load-bearing and covered by tests. The kick is never
awaited, because eventBus.emit is awaited at ~99 call sites including
journal_entry.committed and each delivery can burn a 10 s receiver timeout.
It coalesces per function instance, so a bulk booking that emits once per row
does not schedule one claim round trip per row. It claims 5 rows rather than
the cron's 50, because it runs on the tail of a user-facing request.

Double delivery is not a risk: claim_due_webhook_deliveries already claims
FOR UPDATE SKIP LOCKED and flips rows to in_flight in the same statement, so
a kick racing the cron sees disjoint rows.

Does not close #1201, which asks for a realtime stream for API consumers.
This is the cheap half.

Refs #1201

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* docs(webhooks): stop claiming the kick makes double delivery impossible

Adversarial review of the previous commit caught an overstatement in its own
comments. SKIP LOCKED keeps a kick and the cron from claiming the same row at
the same moment, but claim_due_webhook_deliveries autocommits before any POST
is issued, so from then on ownership is only status='in_flight' and a later
cycle's recoverStuckInFlight sweep can re-arm a row still queued behind an
earlier cycle's serial loop.

Delivery is at-least-once, which is what the public docs already tell
receivers ("the same delivery id may arrive more than once ... idempotency is
on you"). The comments contradicted that.

No behaviour change. The kick does not create this window: the cron claims 50
rows serially against the same 20 s stuck threshold, which is wider than what
a batch of 5 can open.

Refs #1201

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-07-28 18:08:24 +02:00
Jakob Wennberg ee3c33c7a4 docs(api): correct /docs/api against the v1 implementation (#999)
Audited every endpoint, param, header, request/response field, error code, and
webhook event in the public API docs against the v1 implementation and fixed the
drift; addressed two rounds of CodeRabbit review.

- Error envelope, idempotency, dry-run, and reversal-field corrections.
- Registered the missing articles/dimensions/inbox-items reference resources.
- Cookbook fixes: removed nonexistent endpoints, corrected params/fields, fixed
  the test-key vs live-key quickstart flow and the year-end lock/close sequence.
- Webhooks/changelog: retry window ~87h (incl. route metadata), shipped-vs-
  coming-soon, counts, API-key format, previous_attributes.
- export-docs-to-website.mts absolutises app-served links for the website.

The gnubok-website side is on branch docs/api-correctness (already deployed).

🤖 Generated with [Claude Code](https://claude.com/claude-code)
2026-07-12 12:57:26 +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 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 3912c74a7b feat(api): Phase 6 PR-2 — docs polish (Stripe-inspired) (#497)
* feat(api): Phase 6 PR-2 — docs polish (Stripe-inspired)

Ships the developer-facing documentation surface for the v1 REST API.
Mirrors Stripe's structure (landing → cookbooks → concepts → reference
→ errors → changelog) at /docs/api with a sticky-sidebar layout in the
gnubok editorial-monochrome aesthetic. Every page is also served as
plain Markdown via a sibling .md URL so agents and LLM crawlers can
ingest the same content without HTML parsing — the existing /llms.txt
already promised /docs/api references that this PR makes real.

Single source of truth for endpoint metadata is the existing Zod
registry (lib/api/v1/registry.ts). The reference pages auto-generate
from it: adding a new endpoint surfaces in the docs on the next build
with no manual sync. The error reference pulls directly from
lib/errors/structured-errors.ts STRUCTURED_ERRORS.

CONTENT LAYER (lib/docs/):

- content/landing.ts — introduction, auth, base URL, response envelope,
  the four core principles (dry-run, idempotency, strict-mode, inline
  audit), pointers to every other section.
- content/versioning.ts — versioning + deprecation policy (Stripe dated
  format), idempotency, dry-run, strict-mode write semantics, inline
  audit blocks.
- content/webhooks.ts — webhook concept guide. Full Node.js (express +
  crypto) and Python (Flask + hmac) signature-verification samples that
  match lib/webhooks/signing.ts exactly. Lifecycle, event-type
  catalogue, payload shape, request headers, common pitfalls,
  auto-disable behaviour, audit + retention.
- content/errors.ts — generated from STRUCTURED_ERRORS. Groups by
  domain (generic, bookkeeping, periods, invoices, supplier-invoices,
  transactions, reports, imports, documents, salary, company, provider).
  Every code is anchorable so the docs_url field on every error
  envelope finally points somewhere real.
- content/reference.ts — generated from listEndpoints(). Groups by
  resource (companies, customers, invoices, suppliers,
  supplier-invoices, transactions, journal-entries, fiscal-periods,
  accounts, documents, employees, salary-runs, reports, imports,
  compliance, webhooks, operations, voucher-gap-explanations,
  reconciliation). Each endpoint section: summary, description,
  useWhen, doNotUseFor, pitfalls, scope, idempotent/reversible/dry-run
  flags, request + response examples.
- content/changelog.ts — initial entry for API version 2026-05-12
  covering every endpoint shipped in Phases 1-6. Lists what's coming
  in Phase 6 PR-3 (hardening + remaining cookbooks).
- content/cookbook/quickstart.ts — five-minute send-your-first-invoice
  guide. Demonstrates auth, dry-run, idempotency, audit-block patterns
  in one continuous narrative.
- content/cookbook/webhooks.ts — end-to-end webhook setup, sig
  verification, retry handling, idempotency on receiver side, replay
  patterns, auto-disable behaviour. Companion to the concept page.
- content/cookbook/index.ts — recipe registry. 4 placeholder recipes
  (ingest-bank-transactions, file-vat-declaration, run-payroll-and-agi,
  year-end-closing) link to their reference pages with a "coming after
  Phase 6 PR-3 hardening" note. Narrative cookbook quality benefits
  from a focused pass after the substrate stabilises.
- nav.ts — single source of truth for the sidebar nav, used by the
  layout AND the landing-page resource grid.
- markdown.tsx — shared <DocsMarkdown> component using react-markdown
  (already a dep) with Hedvig serif headlines, Geist mono code blocks,
  hairline section borders, paper-white surfaces — same editorial
  aesthetic as the dashboard.

LAYOUT (components/docs/DocsLayout.tsx):

Two-column sticky-sidebar layout. Top header carries the gnubok mark
+ section links (API reference, Cookbooks, Errors, Changelog,
openapi.json). Sidebar groups: Getting started, Cookbooks, Concepts,
API reference, Reference. Active page highlighted with the same
warm-beige bg the dashboard sidebar uses.

ROUTES (app/docs/api/, app/llms-full.txt/):

- /docs/api → landing
- /docs/api/errors → error reference
- /docs/api/webhooks → webhook concept
- /docs/api/versioning → versioning + idempotency + dry-run
- /docs/api/changelog → release notes
- /docs/api/reference → resource overview
- /docs/api/reference/[slug] → per-resource pages (19 resources, all
  generated from the registry; generateStaticParams listed)
- /docs/api/cookbook/[slug] → recipe pages (8 entries, 2 fully written
  + 6 aliases/placeholders)
- /llms-full.txt → everything concatenated for one-shot LLM ingestion

Every page has a sibling .md route (e.g. /docs/api/errors.md) serving
the raw Markdown for agents — same content, no HTML wrapper, same
5-min cache. Honours the existing /llms.txt promise that "every .md
URL under /docs/api is served as plain Markdown".

CI GUARD (lib/api/v1/__tests__/spec-snapshot.test.ts):

Vitest snapshot test that locks down (a) the endpoint count, (b) the
sorted set of method+path keys, (c) the set of distinct scopes
referenced. CI fails if any drift unexpectedly so a Zod-schema change
can't ship a silent API break — when you intentionally add/remove an
endpoint, run with -u to refresh the snapshot, review the diff, and
commit alongside the route change. The snapshot diff itself is a
self-describing changelog entry.

Initial snapshot: 100 endpoints, 17 distinct scopes, full key set
sorted. Fourth assertion in the test guarantees every endpoint
declares the agent-facing metadata (summary, description, useWhen,
doNotUseFor, pitfalls, example) the reference pages depend on — so a
registerEndpoint call that omits any of these fields is caught at CI
time rather than rendering an empty section in the docs.

INFRA TOUCH (lib/api/v1/load-routes.ts):

Added the 5 Phase 6 webhook route imports so the registry includes
them on the docs builders' path. Required for the /docs/api/reference/
webhooks page to render. The webhook routes' registerEndpoint calls
already exist; this just side-effect-imports them where the spec
generator can see them.

Coming in Phase 6 PR-3 (hardening — separate PR):

- 90-day TTL cleanup cron for non-accounting webhook deliveries
- claim_due_webhook_deliveries SQL function (FOR UPDATE SKIP LOCKED)
- Per-route rate limits on :test, :retry, webhook :create
- V16 audit-log on webhook lifecycle events
- DNS-rebinding pinned-IP HTTPS agent
- Integration tests for webhook routes + *.pg.test.ts for triggers
- Populated previous_attributes for update-style webhook events
- The remaining 4 cookbook recipes (ingest-bank-transactions,
  file-vat-declaration, run-payroll-and-agi, year-end-closing) once
  the engine surface is fully stable.

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

* refactor(api): address PR-497 review round 1 — CI fix + 5 small docs items

CI BLOCKER (the reason core-only failed):

1. **Type error on `[slug].md/route.ts` dynamic routes** — Next.js 16's
   route-type inference can't extract the dynamic segment from a
   directory whose name contains a literal suffix like `[slug].md/`. It
   types `params` as `Promise<{}>` and rejects our handler that
   declares `params: Promise<{ slug: string }>`. The framework still
   ROUTES requests correctly (URL `/docs/api/cookbook/quickstart.md`
   reaches the handler) — only the typed `params` is unusable.

   Fix: drop the typed `params` parameter on the two affected handlers
   (cookbook + reference) and parse the slug from `request.url.pathname`
   directly. Inline comment documents the workaround so the next person
   to touch these doesn't try to "fix" it back to the typed pattern.

GREPTILE INLINE (2 items):

2. **Python sample was missing `import json` and `import os`** — the
   webhook signature-verify sample uses both but only imported `hmac`,
   `hashlib`, `time`, and `flask`. Added the two missing imports.

3. **`buildResourcePages()` perf — called twice per request** (P2).
   Each call iterates every registered endpoint, groups by resource,
   sorts, and serialises Markdown for all 19 resource pages. Memoised
   at module level — the registry is populated once at module load and
   immutable for the process lifetime, so a single derivation is safe
   to cache. Halves the cost on the HTML routes' `generateMetadata` +
   page render pair, and the .md route handlers (which Next.js doesn't
   statically pre-render) are now constant-time after the first GET.

SWEDISH-COMPLIANCE PRECISION (3 items):

4. **`webhooks.ts`: behandlingshistorik vs räkenskapsinformation
   distinction.** The previous "Audit + retention" section conflated
   the two — webhook delivery rows are *behandlingshistorik* (system-
   event log) per BFNAR 2013:2 kap 8 §, NOT räkenskapsinformation
   themselves. The 7-year retention from BFL 7 kap 1 § attaches to the
   underlying verifikation/faktura/AGI XML in its own table, not to
   the delivery envelope. Updated the section to draw the distinction
   and clarify gnubok's 7-year retention on accounting-event delivery
   rows is an operational audit-trail policy, not a statutory
   obligation passed through to the integrator.

5. **`changelog.ts`: same distinction in the Phase 6 PR-1 entry** —
   replaced the "räkenskapsinformation" framing with the correct
   behandlingshistorik framing + the operational-policy note.

6. **Quickstart cookbook: ML 17 kap 24 § p.8 note about
   `beskattningsunderlag per skattesats`.** The "What just happened"
   section now explicitly notes that the rendered PDF contains every
   ML 17 kap 24 § field (including taxable amount per VAT rate) and
   that the JSON response's summary fields are convenience aggregates
   for the integration — the binding faktura content is the PDF.
   Forecloses the misreading that `subtotal + vat_total` is sufficient
   compliance.

7. **Changelog: BFL 7 kap caveat on SIE export.** The `/reports/
   sie-export` line now warns that a SIE4 export alone does NOT
   satisfy BFL 7 kap archiving obligations — SIE captures account
   positions and verifikationer but lacks system documentation and
   behandlingshistorik. Treat as a portability format
   (Fortnox/Visma/Bokio migration), not as a complete archive. Closes
   the misreading the swedish-sie-import-export skill flagged.

DEFENSIBLE DEFERS (round 1 final):

- **CM-8 SPDX-License-Identifier headers per file** (Compliance Swarm).
  The repo declares AGPL-3.0-or-later in the root LICENSE file, which
  satisfies licensing for the project as a whole. Per-file SPDX
  headers are a REUSE-conformance feature; we can address as a sweep
  across the entire codebase if/when REUSE conformance becomes a
  requirement. Out of scope for a docs PR.

- **`/llms-full.txt` exposes payroll endpoint metadata publicly**
  (A.8.12). By design — the entire point of the file is one-shot LLM
  ingestion of the public docs corpus. Endpoint METADATA (path, scope,
  description) is non-sensitive; actual payroll DATA is gated behind
  `payroll:read` scope and requires a real API key. Adding an auth
  gate would defeat the agent-discovery purpose.

- **Secret rotation endpoint** (Art.25(2)). Real product gap (delete +
  recreate is the current rotation path), but it's feature work, not
  docs. Tracked for Phase 6 PR-3 alongside the other webhook hardening.

- **DNS rebinding pinned-IP HTTPS agent** (Art.5(1)(f)). Already
  documented in this changelog as a Phase 6 PR-3 item; bot is just
  re-flagging that it's not yet shipped.

- **A.5.34 changelog cites GDPR Art.5(1)(c) for personnummer masking
  without linking privacy policy.** The citation is informational
  context for developers, not a privacy notice to data subjects. Data-
  subject notices live at /privacy. Adding a pointer is reasonable;
  adding it would consume real estate that's better spent on the
  technical detail. Defer.

- **Compliance Swarm A.5.21 third-party attribution in llms-full.txt**.
  False positive — all markdown content in this PR is original
  first-party text. No third-party snippets to attribute.

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

* refactor(api): address PR-497 review round 2 — 6 small precision fixes

All CI green after round 1 (core-only fixed). Compliance Swarm: 7 → 10
findings is the documented oscillation pattern — net-new actionable
items are 6 small fixes; the rest are recurring defers
(plaintext-secret variants, SPDX, planned PR-3 features the changelog
already lists as "coming soon").

FIXED:

1. **Slug allow-list validation in `[slug].md` routes** (V1.2.5 ×2,
   medium). The cookbook + reference .md routes parse the slug from
   the URL pathname (round-1 workaround for Next.js 16's failed
   inference on `[slug].md/` directories) and pass it to a
   dictionary-based lookup. The lookup itself is safe — findRecipe /
   buildResourcePages can't reach SQL or filesystem from a bad
   slug — but the explicit allow-list gate keeps the contract safe
   if the lookup mechanism ever changes (file-load, RPC, etc.).
   Added `Set<string>(COOKBOOK_SLUGS)` + `Set<string>(RESOURCE_SLUGS)`
   guard before any lookup runs.

2. **Changelog: BFL 5 kap 5 § cited on both `/reverse` AND `/correct`**
   (swedish-compliance precision). The previous wording cited BFL 5:5
   only on `/reverse` (storno) and described `/correct` as plain
   "rättelse" — but BFL 5:5 governs rättelse generally, and storno is
   the canonical method of rättelse, so both endpoints satisfy 5:5.
   Updated to: "/{id}/reverse (storno) and /{id}/correct (rättelse) —
   both satisfy BFL 5 kap 5 § (storno is the canonical method of
   rättelse)".

3. **Changelog AGI: explicit that XML is for manual submission**
   (swedish-compliance / swedish-payroll). Previously said
   "/generate-agi produces AGI XML" — could be misread as
   auto-submission to Skatteverket. Now states explicitly that the
   response carries `data.xml` for the integrator to upload via
   Skatteverket Mina Sidor (or via the optional `skatteverket`
   extension), and that the AGI deadline (12th / 17th of the
   following month) is the integrator's responsibility. Aligns with
   the route file's existing doNotUseFor + pitfalls metadata.

4. **Quickstart: F-skatt note qualified**
   (swedish-invoice-compliance). The "What just happened" section
   previously said the PDF "contains the F-skatt note" — only valid
   if the seller actually holds F-skatt. Updated to: "The 'Godkänd
   för F-skatt' note is included automatically when
   company_settings.has_f_skatt is set — confirm this on the company
   settings page before sending invoices in production." Also
   tightened the beskattningsunderlag wording to mention "one line
   per distinct rate on multi-rate invoices" — closes the
   swedish-compliance note about the multi-rate claim in the landing
   needing explicit support in the cookbook.

5. **Cookbook placeholder VAT description: "compute and review" not
   "submit"** (swedish-vat). The placeholder previously said "Compute
   momsdeklaration rutor and submit to Skatteverket" — but no
   Skatteverket-submission endpoint exists in the v1 surface; the
   API only computes the rutor 05–62 values for manual filing.
   Updated description in BOTH cookbook/index.ts AND nav.ts (where
   the same string was duplicated): "Compute momsdeklaration rutor
   05–62 and reconcile against the GL before manual submission to
   Skatteverket." Title also flipped from "File a VAT declaration"
   to "Compute and review a VAT declaration".

6. **Cookbook nav for AGI: aligned to "generate" semantics**. nav.ts
   AGI summary used to say "file AGI" — same misreading risk as #3.
   Now: "Calculate, approve, mark paid, book, generate AGI XML for
   manual Skatteverket upload."

DEFERS (round 2 final — every remaining swarm finding is in one of
these buckets):

- **🟠 Art.32 plaintext webhook secret + 4 sibling framings** (V14,
  V11.1, A.8.24, CC6.1). Established defer per Stripe / GitHub /
  Slack precedent; documented inline in lib/webhooks/signing.ts.
  Bot is re-flagging via the docs surface this round; underlying
  position unchanged.
- **🟡 Art.5(1)(e) 90-day TTL non-accounting cron + V16 audit log +
  V2.4 rate limits**. All explicitly listed in the changelog as
  "Coming soon (Phase 6 PR-3 hardening)". Bot is reading the same
  text we wrote; not blocking.
- **🟠 A.8.11 personnummer masking lacks an automated test**. Real
  product-hardening request, but it's feature work in the employees
  test surface, not docs. Tracked.
- **🟡 CM-8 SPDX-License-Identifier headers per file**. Established
  defer from round 1 — root LICENSE covers AGPL-3.0-or-later for
  the project as a whole; per-file SPDX is a REUSE-conformance sweep
  that's its own effort.
- **🟡 SR-3 SBOM dependencies**. False positive — next/server, react,
  next/link, next/navigation are existing project deps, not new in
  this PR.
- **swedish-compliance "SIE disclaimer could note immutability
  requirement"** — the current disclaimer accurately calls out
  system documentation + behandlingshistorik as missing; adding
  immutability would over-stuff a one-line caveat. Defer with the
  understanding that the SIE skill itself documents the
  immutability requirement for any consumer that follows the
  reference.

If round 3 plateaus (Compliance Swarm count stable, no net-new
inline items), that's the merge-ready signal per Phase 4 lessons.

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

* refactor(api): address PR-497 review round 3 — 4 small precision fixes

Compliance Swarm: 10 → 3 (down 70%) — net-new actionable items are
the 4 below; remaining 3 swarm findings are either trivial defense-
in-depth (URL decode, fixed here) or out-of-repo decisions
(personnummer disclosure DPO confirmation).

FIXED:

1. **URL-decode slug before allow-list check** in both .md route
   handlers (V1.2.5 ×2 low). The closed allow-list is pure ASCII so a
   percent-encoded value can't decode to a legitimate slug, but the
   explicit decode-then-check pattern keeps the contract correct under
   any future encoding-quirk runtime. try/catch around
   decodeURIComponent so a malformed % sequence (which throws) returns
   a clean 404 rather than a 500.

2. **Quickstart: explicit `delivery_date` requirement** (swedish-
   invoice-compliance / ML 17:24 field 7). The previous wording
   listed "supply date" as a covered field but didn't note that the
   API does NOT default delivery_date to invoice_date — integrators
   shipping invoices for goods delivered on a different date than the
   invoice date must pass delivery_date explicitly or the rendered
   PDF is non-compliant. Added explicit pass-it-yourself note.

3. **Quickstart: F-skatt strengthened from "verify" to "legal
   requirement"** (swedish-invoice-compliance / Peppol BIS 3.0
   SE-R-005). The previous "confirm on settings page" wording risked
   integrators treating the F-skatt note as optional UX. It's a legal
   requirement on every faktura issued by a company that holds
   F-skatt registration — and a FATAL Peppol BIS 3.0 validation
   failure (SE-R-005) for B2G invoices when missing. Reframed as a
   compliance assertion: the PDF includes it automatically when the
   setting is true; verifying the setting is correct before
   production is the integrator's responsibility.

4. **Changelog: SIE post-import VAT code reconfiguration warning**
   (swedish-sie-import-export). The /imports/sie line previously
   noted the file format support but didn't warn that SIE files do
   NOT carry VAT codes or tax-rate-to-account mappings. After
   migrating from Fortnox / Visma / BL / SpeedLedger / Bokio,
   integrators must manually reconfigure VAT codes before the first
   momsdeklaration — skipping this is the most common source of
   incorrect VAT submissions in migrated bookkeeping.

DEFERS (round 3 final — these are the architectural floor):

- **🟠 A.5.34 personnummer field name + masking logic disclosed in
  public docs** (Compliance Swarm). Defensible: documenting that
  personnummer is masked is a transparency benefit (GDPR Art.13/14
  intent), not a privacy disclosure risk. The DPO confirmation prompt
  is a reasonable governance ask but is an out-of-repo decision —
  the docs change is appropriate as written.
- **AGI penalty amounts (625 / 1,250 SEK)**. Operational guidance
  for integrators building deadline-tracking; not strictly API-doc
  material. The deadline (12th / 17th) is documented; integrators
  who automate compliance can read SFL for penalties.
- **VAT period thresholds in the cookbook placeholder**. Belongs in
  the actual cookbook content when written, not in the placeholder
  description.
- **`invoice.credited` event-naming verification**. False positive —
  the emitter uses `credit_note.created` (which IS in the docs);
  there is no `invoice.credited` event in the codebase. Naming is
  consistent.
- **Webhook retention sentence reordering** (swedish-compliance
  stylistic). Current wording leads with what delivery rows ARE
  (behandlingshistorik), then clarifies what they are NOT
  (räkenskapsinformation) — clean teaching arc, the qualifier is
  prominent. Reordering doesn't change clarity.

Round 3 stop signal hit (per Phase 4 lessons): swarm count plateauing
at the architectural floor with all remaining findings either
defers, false positives, or out-of-repo decisions. Greptile has
posted no inline comments since round 1's two items (both fixed).
This should be merge-ready.

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

* refactor(api): address PR-497 review round 4 — 5 small precision fixes

Compliance Swarm: 3 → 5 (slight uptick from oscillation, but 0
critical, 1 actionable; remaining 4 are recurring or philosophical).
swedish-compliance: 7 advisories — 3 actionable precision items
incorporated below; the others are forward-looking notes for cookbook
content that ships in Phase 6 follow-ups.

FIXED:

1. **Spec-snapshot test enforces ep.scope is explicitly defined**
   (CC6.3, real future-bug prevention). Previously the test asserted
   every endpoint declared the agent-facing metadata fields the docs
   depend on, but `scope` could be `undefined` — a registerEndpoint
   call that silently dropped the field would make the wrapper treat
   the route as unauthenticated. Added an assertion that
   `ep.scope !== undefined` (the literal sentinel `null` is allowed
   for genuinely public endpoints like /api/v1/health). The 4 spec
   tests still pass — confirming no current endpoint has undefined
   scope and the gate works prospectively.

2. **F-skatt: integrator responsibility for `has_f_skatt` accuracy**
   (swedish-invoice-compliance). The previous "verify on settings
   page" framing didn't connect the flag to the live Skatteverket
   registration. Now: "The integrator is responsible for keeping
   has_f_skatt in sync with the company's live Skatteverket
   registration status. Update via PATCH /api/v1/companies/{id}/
   settings or the settings page — a flag that's false while the
   company is actually F-skatt-registered produces non-compliant
   invoices, not merely a missing optional note."

3. **AGI deadline qualified by turnover** (swedish-payroll). The
   previous wording listed "12th / 17th of the following month" with
   no condition. Now: "12th of the following month for large
   employers, 17th for companies with annual turnover ≤ 40 MSEK."
   Aligns with the swedish-payroll skill's AGI filing deadline
   section.

4. **SIE import warning includes behandlingshistorik gap**
   (swedish-sie-import-export + swedish-accounting-compliance). The
   previous warning covered the VAT-code reconfiguration requirement
   but didn't note that SIE files also do NOT transfer
   behandlingshistorik (the source system's processing log per
   BFNAR 2013:2 kap 8 §) or systemdokumentation. Added: "The
   behandlingshistorik gap must either be preserved separately
   (export from the source system + archive alongside the SIE file)
   or accepted with documented justification — gnubok starts a fresh
   behandlingshistorik from the import date forward."

5. **Webhook 7-year retention: voluntary policy vs statutory
   obligation** (swedish-accounting-compliance). The previous wording
   said gnubok keeps delivery rows "for 7 years as an operational
   audit-trail policy" — the 7-year figure could be misread as
   statutory. Tightened in BOTH webhooks.ts and changelog.ts:
   the 7-year statutory retention under BFL 7 kap 1 § applies ONLY
   to the underlying verifikation/faktura/AGI XML; gnubok's 7-year
   policy on delivery rows is voluntary and chose the duration to
   align conveniently with the statutory horizon on the underlying
   records.

DEFERS (round 4 final, all in the architectural-floor bucket):

- **🟠 A.5.34 personnummer field name + masking logic disclosed in
  public docs** (recurring from round 3). Defensible — documenting
  PII handling is a transparency benefit (GDPR Art.13/14 intent),
  not a privacy disclosure risk. The DPO confirmation prompt is a
  reasonable governance ask but is an out-of-repo decision.
- **🟡 A.8.23 DNS-rebinding "coming soon" item**. The bot is reading
  the changelog's own deferral list. Already tracked for Phase 6
  PR-3 hardening.
- **🟠 CC6.6 SSRF protection details exposed in /llms-full.txt**.
  Stripe / GitHub / Slack publish their full webhook security
  posture publicly (signature format, rejected IP ranges, retry
  policy) — documenting protections IS the trust pattern. Obscurity
  is not security; the SSRF protection is enforced in code, not in
  the docs.
- **🟡 CC6.7 public CDN caching**. withPublicSecurityHeaders()
  already applies the appropriate headers (CSP, X-Content-Type-
  Options, X-Frame-Options). The 5-min cache is appropriate for
  static developer documentation; the alternative (no caching) is
  cost without security benefit since the content is intended to be
  public.
- swedish-compliance "VAT 2026-04-01 livsmedel rate change" —
  forward-looking; ships when the actual VAT cookbook is written.
- swedish-compliance "year-end IB/UB continuity" — forward-looking;
  ships when the year-end cookbook is written.
- 2 verify-only notes (rättelse implementation, future salary-
  journal/avgifter-basis masking sweep) — not actionable in this PR.

Round 4 stop signal: every remaining swarm finding is in the
deferred or recurring bucket; the actionable item (CC6.3) is
shipped. swedish-compliance is now in advisory mode (no errors,
just stylistic suggestions and future-cookbook notes). Per Phase 4
lessons, this is the merge-ready signal.

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

* refactor(api): address PR-497 review round 5 — 4 small precision fixes (last actionable items)

Compliance Swarm: 5 → 2 (down to architectural floor — 1 high + 1
medium). swedish-compliance: 7 advisories, 4 actionable precision
items addressed below; the others are forward-looking notes for
content that ships in Phase 6 follow-ups.

Trajectory: 7 → 10 → 3 → 5 → 2. Plateaued.

FIXED:

1. **Webhook secret storage guidance: secrets manager, not env file**
   (A.8.5 high). Added explicit instruction to the cookbook that the
   returned secret is signing material and must live in a secrets
   manager (AWS Secrets Manager, GCP Secret Manager, HashiCorp Vault,
   Doppler, 1Password Connect, ...) — not a plaintext .env file or
   config commit. Treated with the same care as a database password.

2. **AGI deadline correction: 17th = January and August only**
   (swedish-payroll). Round 4's wording said "12th (large employers) /
   17th (≤40 MSEK)" — but per the swedish-payroll skill the 17th
   applies in January and August specifically, not generally to all
   months for sub-40 MSEK companies. Other months are the 12th
   regardless of employer size. Fixed to: "the 12th of the following
   month for every reporting period EXCEPT January and August, where
   companies with annual turnover ≤ 40 MSEK get the 17th." This
   would've caused integrators automating sub-40 MSEK deadline
   tracking to misfile by 5 days from February through July and
   September through December.

3. **F-skatt SE-R-005 broader scope** (swedish-invoice-compliance /
   swedish-e-invoicing). The previous wording framed SE-R-005 as
   primarily a Peppol B2G validation rule. Reframed: the F-skatt
   note is a legal requirement on every faktura issued by a Swedish
   momsregistrerad seller that holds F-skatt registration — applies
   to PDF/paper AND Peppol/e-invoice formats. The buyer uses it to
   determine A-skatt withholding obligation (omitting it can shift
   tax liability onto the buyer); B2G is just where the validation
   is automated as a FATAL Peppol BIS 3.0 check.

4. **SIE behandlingshistorik gap: full räkenskapsår scope**
   (swedish-accounting-compliance). Round 4's wording said the
   integrator "must either preserve [behandlingshistorik] separately
   or accept the gap with documented justification" and that gnubok
   "starts a fresh behandlingshistorik from the import date forward."
   The "documented justification" framing implied the gap was
   acceptable as a default. Per BFNAR 2013:2 kap 8 §, the obligation
   attaches to the entire räkenskapsår, not from the import date.
   Reframed as: "must be preserved separately... best practice for a
   mid-year migration: export the source system's behandlingshistorik
   for the full fiscal year and archive it alongside the SIE file."

DEFERS (round 5 final — these are the architectural-floor items
that will recur indefinitely):

- **🟡 A.8.20 DNS-rebinding gap** (Compliance Swarm). Already
  documented in the changelog as a Phase 6 PR-3 deferral item; the
  bot is reading the same text we wrote.
- **swedish-compliance: VAT 2026-04-01 livsmedel rate change**.
  Forward-looking — for the actual VAT cookbook recipe content,
  which ships post-Phase-6.
- **swedish-compliance: year-end IB/UB continuity**. Forward-looking
  — same.
- **swedish-compliance: SIE warning placement note**. Forward-looking
  — for the imports reference page when authored.
- **swedish-compliance: BFNAR 2013:2 citation correct, webhook
  retention correct**. No-op confirmations.
- **swedish-compliance: delivery_date pre-payment scenario**. Real
  but extremely narrow edge case (faktura utfärdad före leverans).
  Defer with the understanding that anyone using the API for
  pre-payment invoicing will read the full invoice reference, not
  rely solely on the quickstart.

This is the merge-ready signal per Phase 4 lessons-learned: every
remaining swarm finding is in the deferred or recurring bucket;
swedish-compliance is in pure-advisory mode (forward-looking notes
for cookbook content that ships later); CI is fully green; Greptile
posted nothing past round 1's two items (both fixed). Ship it.

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

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-15 15:57:28 +02:00