Commit Graph
10 Commits
Author SHA1 Message Date
150e2a3f14 feat(reconciliation): agent surfaces, skattekonto notice, bank icons and fair sync order (#1836)
* feat(reconciliation): skattekonto bridge engine, sync-time twin proposals, account-keyed facade

The engine half of the reconciliation page (design: Avstämningsmotorn).

- lib/reconciliation/skattekonto-reconciliation.ts: getSkattekontoReconciliationStatus
  anchors at the saldo snapshot and returns the bridge (saldo hos Skatteverket,
  händelser som saknas, 1630-rader utan händelse, ignorerade, ingående skillnad,
  bokfört), the item buckets the page shows (proposed, unmatched external,
  unmatched ledger, matched, ignored, upcoming), opening_difference,
  unexplained_difference (0,00 by construction when data is consistent),
  dead-link handling (a link to a reversed/draft entry counts as unlinked and is
  flagged), awaiting_external for ledger lines within 5 days of the snapshot,
  staleness, and a window that scopes item lists without hiding older rows.
  Core reads skattekonto_transactions and the extension's snapshot row directly;
  no @/extensions import.
- lib/reconciliation/gl-balance.ts: one ledger-balance helper with the
  trial-balance predicate status IN (posted, reversed). The drift check summed
  posted only, which misstated 1630 for any company with a storno on the account;
  skattekonto-drift.ts now delegates to the helper.
- Proposals at sync: migration 20260823120000 adds suggested_journal_entry_id /
  suggested_at (ON DELETE SET NULL, partial index on open rows); the sync calls
  refreshSkattekontoProposals after the upsert. findMatchSuggestionsBulk now
  assigns one-to-one across rows (AGI period first, then nearest date) and falls
  back to an entry whose 1630 lines net to the amount (split lines); a proposal
  is never a link.
- lib/reconciliation/service.ts + schemas.ts: the account-keyed facade
  (bank:<cash_account_id> | skattekonto | manual:NNNN) with listReconciliationAccounts
  (enabled cash accounts folded per IBAN, skattekonto when configured) and
  getAccountStatus dispatching to the bank engine or the new one; shared Zod
  shapes for the v1 registry, MCP schemas and the UI (PR 2).

Tests: identity on a mixed fixture, storno pair, stale snapshot, awaiting window,
window scoping, failed ledger read, live-linked entries never proposed; matcher
one-to-one and split-line cases; proposal refresh writes/clears; service
dedupe and dispatch. No UI in this PR.

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

* fix(reconciliation): roundOre instead of inline öre rounding (guard ratchet)

The antipattern ratchet counts Math.round(x*100)/100; the new engine used it in
five places. Switch to roundOre from @/lib/money and ratchet the baseline down
by the three occurrences this removes net of the matcher rewrite.

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

* feat(reconciliation): three doors over one engine: dashboard routes, v1 API and MCP tools for account-keyed reconciliation

PR 2 of the Avstämning build (design: Avstämning via API och MCP). Every door
calls lib/reconciliation/{service,items,actions}.ts; none re-implements a link.

- lib/reconciliation/items.ts: listAccountItems per account_key, the page's
  buckets (proposed, unmatched_external, unmatched_ledger, matched, ignored,
  upcoming), limit/offset; skattekonto from the engine, bank from the scoped
  transactions + unlinked GL lines (netted per entry).
- lib/reconciliation/actions.ts: matchPairs (pairs or use_proposals, dry run,
  partial success with codes), unmatchLink, setItemIgnored; emits
  reconciliation.matched / reconciliation.unmatched.
- lib/skatteverket/skattekonto-link.ts: canonical core link semantics for a
  skattekonto row (single line or entry net on 1630, live-link guard, race-safe
  update, unlink, ignore); the extension keeps its own matchSkattekontoToEntry
  until its tests are ported.
- Dashboard routes /api/reconciliation/accounts[...]: list, status, items,
  links (POST), links/{linkId} (DELETE), items/{itemId}/ignore (POST); apply
  directly (a human clicked).
- v1 routes /api/v1/companies/{id}/reconciliation/accounts[...]: same six,
  withApiV1, new scopes reconciliation:read / reconciliation:write (write is a
  staging scope for SoD), Idempotency-Key + dry_run on writes, registered for
  OpenAPI, load-routes, skills/accounted-api regenerated. Legacy bank routes
  and their transactions:* scopes unchanged.
- MCP: gnubok_get_reconciliation_status takes account_key (legacy bank path
  untouched), new gnubok_list_reconciliation_items (default catalog),
  gnubok_reconcile_match (stages reconciliation_match, preflight = status) and
  gnubok_reconcile_unmatch (stages reconciliation_unmatch), both search-only to
  stay under the tools/list payload ceiling; gnubok_link_transaction_to_journal_entry
  moved to search. Executors in commit.ts; risk tiers medium/low; migration pair
  20260823130000/130001 adds the two op types to the CHECK constraint (value
  list = live prod as of 2026-08-23 + the two); close_period loadout updated.

Tests: service/actions/items/link unit tests, v1 route tests (401/403/400/404/
happy, idempotency, dry run), dashboard route tests, MCP tool tests + the guard
suite (payload ceiling, descriptions, staging meta, qualified ids). Guards and
apiskill:check green; no type errors in changed files.

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

* fix(reconciliation): refresh the v1 spec snapshot and keep the ignore update readable by the phantom-column guard

The six new v1 reconciliation endpoints and the two new scopes were not
recorded in the spec snapshot, and setSkattekontoRowIgnored updated
through one conditional payload, which the phantom-column scanner cannot
read (ceiling 380 -> 381). Two literal payloads instead; snapshot updated.

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

* feat(reconciliation): the Avstämning page, one body for every account with an outside truth

/reconciliation in Arbeta (after Transaktioner), on the approved layout:
an account rail on the left (bank accounts and the skattekonto, logo or
monogram, last fetch, status dot, URL-owned selection), and for the
selected account four tiles (outside, ledger, difference, unexplained),
the bridge that explains the difference, an actions row (link the
proposed pairs, book the unbooked skattekonto events, run the bank
matcher) and a full-width table banded by bucket with proposal rows
linkable one by one. Every read and write goes through the PR 2
dashboard routes, so the page shows exactly what the v1 API and the MCP
tools see.

Also: nav item, command palette entry, sv/en strings. Period picker,
manual match mode and sign-off are deliberately not here (PR 4/5).

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

* feat(reconciliation): sign-off, period picker, Hem row and the three doors for it

"Markera som avstämd t.o.m. <datum>" as an append-only attestation:
account_reconciliations (who signed which account through which date,
with the numbers as they stood; reopen stamps instead of deletes; RLS
members write as themselves, viewers read). Policy in one place
(lib/reconciliation/signoff.ts): refused with an unexplained difference
unless forced with a note, refused past today or past the skattekonto
snapshot, refused at or before an active sign-off; reopen is the undo.
Every status read now carries the latest active sign-off and the rail
shows "avstämt t.o.m.".

Three doors: dashboard routes (GET/POST .../signoff, POST .../reopen),
v1 (same, scope reconciliation:signoff, Idempotency-Key, dry-run,
registry + regenerated API skill), MCP gnubok_reconcile_signoff (search
catalog, stages reconciliation_signoff after a policy dry run; executor
+ risk tier + op-type CHECK migration pair). Events
reconciliation.signed_off / reconciliation.reopened, and the four
reconciliation events join the public webhook set (additive; API version
unchanged, changelog section added).

Page: räkenskapsår + range picker in the header (own preset memory,
opens on this month) scoping the bridge, the items and the default
sign-off date; sign-off dialog with the forced-with-note path; reopen
on hover. Hem: worklist category reconciliation_due ("Konton att stämma
av"), zero until the company has signed anything off.

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

* fix(reconciliation): classify reconciliation:signoff as a tenant write for the MCP role guard

gnubok_reconcile_signoff carries the deliberately separate
reconciliation:signoff scope; the central viewer guard keys on the
:write/:approve/:manage suffixes, so a viewer could reach the tool (RLS
would still refuse the row, but the guard is the intended layer). Add
:signoff to the classifier; the strictness test that caught it now passes.

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

* fix(providers): serve local rate-limiter waiters in arrival order

Two callers that both found the in-memory bucket empty each set their own
timeout; the timeouts expired at the same instant from different timer
lists and which woke first was platform-dependent. hydrateInvoices relies
on "started first, requested first" to serve open invoices before paid
ones, so lib/providers/__tests__/hydrate-invoices.test.ts flipped on CI
(twice on #1817) while holding locally. A promise queue makes the local
waiters FIFO without changing the rate; the Upstash path is untouched.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
(cherry picked from commit 14a7599bf2c6fa7f97de6ffab3dc4cf4d0e1827d)

* feat(reconciliation): agent surfaces: summary resource, attention category, reconcile-month skill, skattekonto notice, fair sync order

Accounted://reconciliation/summary: every reconcilable account with its
state, unexplained difference, open counts, last fetch and latest
sign-off, plus a next step; the rail as a resource, on the same service
function the page and v1 use. Accounted://attention gains
reconciliation_due (shared predicate with the Hem row). A reconcile-month
workflow skill and the reconcile_month loadout describe the account-keyed
flow (summary -> bridge -> buckets -> sign-off).

The skattekonto sync persists its reconciliation summary
(skattekonto_reconciliation_latest) so the new Hem notice skv_unexplained
("Skattekontot stämmer inte med bokföringen: X är oförklarat", link to
/reconciliation?account=skattekonto) costs one small read instead of a
bridge computation per render; it honours the drift tolerance and its id
carries the whole-krona amount so öre noise never resurfaces a dismissal.

The skattekonto sync cron orders eligible companies by stalest sync
(never-synced first) before its per-run cap, so the tail is no longer
starved by a fixed order.

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

* chore: retrigger preview build (builder OOM during Running TypeScript, not the diff)

* fix(reconciliation): visual pass round 1: full-width table, bank tile shows the period sum

From Jakob's first look at the page on real data:
- The items table now spans the full page width (the approved layout);
  the rail + tiles + bridge + actions stay in the two-column grid above
  it, which now lives inside AccountOverview (the rail rides in as a
  prop) so the table can break out below.
- The bank account's first tile said "okänt": it read external_balance
  (the reported bank balance, often unknown) while its label says
  Banktransaktioner i perioden. It now shows the bridge's period sum,
  matching the label, the difference and the bridge line.

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

* feat(reconciliation): bank brand icons in the rail

The rail resolves each bank account's icon from its connection's
bank_name (falling back to the account name) against square brand icons
committed under public/logos/banks/: the set covers every bank with a
live connection in prod as of 2026-08-24 (SEB, Lunar, Handelsbanken,
Swedbank, Nordea, Svea, Länsförsäkringar, Revolut, Wise, Danske, Klarna,
Northmill, PayPal, plus Stripe for named accounts). Word-boundary
matching so lookalike names never hijack a logo; anything unmatched (the
small sparbanker, file imports) keeps the monogram. The skattekonto
already had its Skatteverket mark.

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

* fix(reconciliation): label the bank period sum as netto

Jakob read 'Banktransaktioner i perioden 399 941 kr' as gross activity
(his is ~1,9 MSEK) and rightly asked why it was so low: the value is the
net movement (in - out), which is what the bridge compares against the
net booked movement on the ledger account. Verified against raw prod
data (237 rows, 1 169 126,40 in, -769 185,04 out = 399 941,36). The
tile and the bridge line now say '(netto)' / '(net)'.

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

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-24 14:08:53 +02:00
MattssonandClaude Opus 5 ea85f4c084 feat(providers): use WINT's real logo instead of the placeholder wordmark (#1619)
public/logos/wint.svg was an explicit placeholder ("swap for WINT's official
logo asset before launch"): an Arial "WINT" text node. Replace it with the
official mark, supplied as PNG with transparency.

Downscaled from 1402x1122 / 771 KB to 256x205 / 10 KB (trimmed, 16-colour
palette) so it sits in the same weight class as the other provider logos,
which are 1.6-4 KB and render in the same 40px chip.

Both references updated: the wizard's PROVIDER_LOGOS map and the /import
LogoChip row. No wint.svg references remain.

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-14 12:04:43 +02:00
MattssonandClaude Fable 5 c187fabf92 feat(shopify): Shopify order/refund feed into the transactions inbox (#1474)
* feat(shopify): Shopify order/refund feed into the transactions inbox

New extensions/general/shopify feed extension, modeled on the WooCommerce
feed: connect a Shopify store with Dev Dashboard custom-app client
credentials (client credentials grant, ~24h tokens, never stored), then a
nightly cron + manual sync imports paid orders and refunds via the GraphQL
Admin API (pinned 2026-07) into the transactions inbox on clearing account
1584. Feed-only: nothing auto-books. Zero PII fields are queried, keeping
the app outside Shopify's protected customer data program.

- shopify_connections migration (RLS, revoke-never-delete, encrypted
  client id/secret) + shopify_sync capability and bank_sync-mirrored
  backfill
- frozen external_id scheme shopify_{shop_domain}_order|refund_{id},
  scoped on the shop domain so reconnects never re-import
- cursor sync on updated_at windows with 24h overlap, lock-date drop at
  map time, ingest-failure cursor floor, deadline stop-and-resume,
  revoked-credential flip
- /import card + settings panel, sv/en i18n, cron 03:15 in vercel.json +
  regenerated Docker crontabs, logo, events, panel registry
- 65 unit tests + pg-real RLS test; extensions.schema.json enum also
  gains the missing stripe entry (pre-existing drift)

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

* fix(shopify): review findings from PR 1474

- token exchange: a 429 that survives every retry is throttling, not a
  credential failure; stop remapping retryable 4xx to 401 so sustained
  throttling can no longer flip the connection to revoked and delete the
  stored credentials (CodeRabbit critical)
- order sync: advance a scanned-through watermark (run start, capped by
  the failure floor) after a fully-listed window, so empty first runs and
  quiet stores rotate to the back of the cron's oldest-first selection
  instead of permanently occupying the 50-connection batch (CodeRabbit
  major, starvation)
- add handler-level tests for the orders cron route (auth 401, disabled
  503, unconfigured no-op, query failure, capability skip, happy path,
  per-connection failure isolation, revoked marking)
- add 401 tests for /sync, /transaction-sync and /disconnect; pin the
  cursor floor rule with a two-order page; stub the encryption key via
  vi.stubEnv
- note in the panel description (sv/en) that orders can mix VAT rates and
  must be split at booking (Swedish review advisory)
- DECISIONS.md: wrap underscore identifiers in backticks (MD037)

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-09 12:44:08 +02:00
MattssonandClaude Fable 5 93f81f03e8 feat(providers): WINT migration provider behind WINT_MIGRATION_ENABLED (#1446)
* feat(providers): WINT migration provider behind WINT_MIGRATION_ENABLED

Adds WINT (wint.se) as a sixth migration provider, built against the
OpenAPI specs WINT's own API host serves publicly. Tier A scope: only the
partner-facing v1 endpoints are used; the general ledger is fetched as
vouchers/accounts and rendered as SIE 4E by our own sie-builder, with
opening balances for earlier years derived backward from the current-year
Ib anchor. Auth is the user's WINT login exchanged once for a JWT pair;
the password is never stored.

Ships dark: the wizard shows a disabled "Kommer snart" card, and the
server-side /connect gate rejects WINT until WINT_MIGRATION_ENABLED=true.
Live verification against a real WINT account is still outstanding.

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

* fix(providers): harden WINT provider per PR #1446 review findings

Addresses CodeRabbit and Swedish accounting review feedback in one pass:

- Ib anchor selection now uses WINT's unfiltered fiscal-year list, so an
  active year outside the allowed import window can never silently anchor
  the wrong year; the voucher chain is extended through the anchor and a
  per-year fetch failure fails that year loudly instead of sinking the
  whole migration.
- Auth token exchange is strict: only LoginState Success with a complete
  access+refresh pair mints a consent (a pair without a refresh token is
  unrefreshable and would break days later).
- WintApiError no longer retains full response bodies (bounded 300-char
  diagnostic; bodies can carry customer data and errors get logged).
- sie-builder refuses to render structurally invalid vouchers (missing
  account number or booking date) and documents deleted-voucher gaps in a
  #PROSA record per BFL 5 kap 6-7 §.
- Account classification: 20xx is equity, 83xx is financial income.
- SIE validator accepts EUBAS97 as BAS-based (standard kontoplanstyp; it
  previously produced a false non-BAS warning on every WINT/Bollbok file).
- New tests: resolveConsent WINT refresh flow, credential upsert payload
  (no mail/password persisted), WINT fetch failure path, EUBAS97 warning
  regression, builder invalid-data rejection, vi.clearAllMocks hygiene.

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

* fix(import): pin EUBAS97 acceptance to the exact SIE spec value

Review follow-up on PR #1446: match EUBAS97 exactly instead of any
EUBAS* prefix, so the non-BAS kontoplan warning stays pinned to the four
kontoplanstyp values the SIE 4B spec enumerates (BAS95, BAS96, EUBAS97,
NE2007) rather than silently accepting unknown future variants.

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-07 11:07:14 +02:00
MattssonandClaude Fable 5 707d597b2e feat(woocommerce): store order/refund feed extension (#1442)
* feat(woocommerce): store order/refund feed extension

Connect a WooCommerce store via the wc-auth key handshake (manual key
fallback) with per-store consumer key/secret AES-256-GCM encrypted at rest,
and import paid orders and refunds into the transactions inbox as a
bank-style feed on the 1680 cash account. Feed-only: nothing auto-books,
gateway fees/payouts are out of scope (core wc/v3 does not expose them).

Sync is cursor-paginated on modified_after (offset pages only inside
same-second date_modified ties), terminates on an empty page, holds the
cursor below failed refund fetches / ingest errors / deadline-skipped work,
checks the time budget between refund fetches, and drops rows dated on or
before bookkeeping_locked_through on every run. Nightly cron gated on the
extension registry + new paid capability woocommerce_sync (backfilled to
existing bank_sync grant holders).

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

* fix(migrations): move woocommerce migrations past main's 20260806090000

origin/main gained 20260806090000_recurring_schedule_interval_months while
this branch was in flight; identical version timestamps abort the Supabase
apply, so the two new migrations move to 20260806170000/20260806170100.

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

* fix(woocommerce): resolve CodeRabbit review findings

- callback 503s early when WOOCOMMERCE_CREDENTIALS_ENCRYPTION_KEY is
  unset: encryptCredential would otherwise throw after the probe and
  strand the pending row without error_message
- disconnect and upstream-revoke clear the encrypted consumer key/secret:
  nothing reads them after revoke and keeping decryptable dead
  credentials is unnecessary retention
- manual sync gets a 240s time budget and the panel reports a truncated
  run as 'partial, sync again' instead of a normal completion
- listOrderRefunds terminates on an empty batch (hosts may cap per_page),
  dedupes by id against hosts that ignore page, and caps total pages
- unparseable money strings count as errors and log instead of being
  silently identical to a zero total
- pg test uses per-run unique store URLs so committed rows cannot hit
  the store_url partial unique index across pg-real runs

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

* fix(woocommerce): resolve CodeRabbit cycle-2 findings

- listOrderRefunds throws when the page cap is exhausted with data still
  flowing, instead of returning a silently partial list the sync cursor
  would advance past; the error routes into the existing held-cursor
  refund-retry path
- partial sync results keep the row-error count, and the partial toast
  string surfaces it (ICU plural, hidden at zero) in both locales

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

* chore: retrigger CI after dropped push event

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-06 23:30:00 +02:00
Jakob WennbergandClaude Fable 5 c210a01db5 docs(design): sync design guidance with the shipped system + new Stripe mark (#1211)
* docs(design): sync design guidance with the shipped frame-layout system

The design-scan skills and workflow predate the 2026-07 UI migration; they
delegated to .claude/rules/design.md but their inline checklists knew nothing
of the locked conventions, so scans could not flag violations of frame layout,
one-line rows, chips-as-exceptions or .attn. This adds the conventions to
scout-design, loop-design-scan, the /create-ticket design prompt and the
design-scan workflow contract.

design.md itself gets the two post-migration decisions it was missing: the
fiscal-year primitive is FyPicker (ContextPicker chip-dropdown, convention 8),
not the legacy FiscalYearSelector, and the founder-chosen Fonster settings
language (flat hairline rows, switches, dirty-only sticky save bar, 920x680
modal, replaceState tab switching) is now convention 15.

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

* fix(import): swap the Stripe chip to the current parallelogram mark

Replaces the pre-rebrand Stripe wordmark svg with the current white-on-purple
parallelogram icon (same asset the website repo uses). stripe.svg had exactly
one reference; it is removed rather than left orphaned.

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-26 14:34:04 +02:00
Mattsson d3c37dac08 feat(stripe): enable Stripe integration and update UI components (#1159)
* feat(stripe): enable Stripe integration and update UI components

* refactor(import): streamline user ID and sandbox status fetching logic
2026-07-24 19:19:49 +02:00
Jakob WennbergandClaude Fable 5 2bec5acedb feat(ui): rest-of-nav 1 — Viktiga datum, Skattekonto, Periodiseringar, Import to the concept language (#1140)
* feat(ui): concept scenes 17/24/32/33 for Viktiga datum, Skattekonto, Periodiseringar and Import (rest-of-nav 1)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-24 12:36:08 +02:00
Jakob WennbergandClaude Opus 4.6 6d75b9a1bf feat: BankID authentication via TIC Identity API (#192)
* feat: add BankID authentication via TIC Identity API

Integrate BankID as a login/signup method using the TIC Identity API.
Users can authenticate with BankID QR codes (desktop) or deep links (mobile),
link BankID to existing accounts, and skip TOTP MFA when BankID is linked.
Removes Step 0 (role choice) from onboarding for all users. Adds enrichment
data support for pre-filling company details from Bolagsverket during signup.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: address PR review — server-side rate limit, unlink clears MFA bypass

- Add per-IP rate limit (5s cooldown) on /bankid/start to prevent
  unbounded billable TIC sessions from unauthenticated callers
- Add /bankid/unlink endpoint that deletes bankid_identities AND clears
  app_metadata.bankid_linked so MFA enforcement resumes after unlink
- Update BankIdSettings to call server-side unlink instead of client-side delete

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: move rate limiter to module scope, add BankID logo and year-end skill

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

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Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-08 13:44:14 +02:00
Jakob WennbergandClaude Opus 4.6 2ad8731dc9 feat: arcim migration wizard UX, import fixes, Sentry setup (#22)
* feat: import system improvements, INK2 fix, and Swedish text corrections

- SIE parser: Windows-1252 and CP437 encoding detection and decoding
- Bank file parser: add Nordea Business (Företag) CSV format
- Bank file parser: improve format detection for SEB, Länsförsäkringar, generic CSV
- INK2 engine: calculate årets resultat (7222) from income statement for open fiscal years
- Dashboard: parallel Supabase queries, simplified dashboard page
- Fix Swedish characters (å, ä, ö) in BAS data descriptions, validation messages, AI consent disclosures
- Import wizard UI improvements across all steps
- Migration: add 'bas_range' match type to sie_account_mappings constraint
- Extensive new tests for SIE parser encoding and bank file parser

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: arcim migration wizard UX fixes, Sentry setup, and extension scaffolding

Arcim migration wizard improvements:
- Progress bar now excludes non-interactive steps (migrating/result)
- Fix OAuth text to match target="_blank" behavior (new tab, not redirect)
- Display month names instead of "Månad X" in preview
- Fix Swedish typo "förifylla" in no-company-info message
- Replace native checkboxes with shadcn Switch in options step
- Add ConfirmationDialog before starting migration
- Show progress percentage during migration
- Add "Nästa steg" guidance and navigation links in result step
- Add "Försök igen" button in error state (returns to options)
- Add Bokio company ID help text (GUID from URL)
- Add Fortnox integration add-on hint on connection failure

Also includes: SIE import system improvements, INK2 fixes, Swedish text
corrections, Sentry error tracking setup, and arcim-migration extension
scaffolding.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: address PR review feedback

- Fix OAuth error recovery blank page (restore provider from URL params)
- Pass real userId to MigrationWizard instead of empty string
- Remove ~50 debug console.log statements from sie-import.ts
- Fix comment referencing account 3740 → 3741

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

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Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-13 16:24:54 +01:00