74 Commits

Author	SHA1	Message	Date
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
Mattsson	c3021f1ec6	Bug/supplier invoice input (#504) ... * feat(settings): add information about Skatteverket's scope for transactions * feat(supplier-invoices): replace Input with Controller for description field in NewSupplierInvoicePage feat(bookkeeping): update AccountCombobox styling by removing height class docs(settings): add documentation link for SkatteverketConnectPanel * refactor(sandbox-seed): remove redundant environment check for sandbox seeding * feat(sandbox-seed): implement rate limiting and IP address handling in sandbox seed endpoint * fix(supplier-invoice): add ref to input fields for better form handling	2026-05-16 10:23:37 +02:00
Mattsson	240412fd32	feat(settings): add information about Skatteverket's scope for transactions (#499)	2026-05-15 16:36:07 +02:00
Mattsson	7175daee87	Bug/skv konto numbers (#498) ... * feat(skattekonto): add overdue transactions handling and split logic * feat: enhance transaction handling and loading states - Update BalanceHero component to display last synced date and additional information about Skatteverket updates. - Refactor BookDirectlyDialog to simplify transaction linking logic and improve UI for transaction selection. - Revamp InvoiceInboxWorkspace layout for better responsiveness and user experience, including improved skeleton loading states. - Introduce new loading states for ExtensionWorkspace to match the live layout and improve user feedback during data fetching. - Implement exchange rate fetching in QuickReviewDialog, ensuring transactions are always processed in SEK with error handling for rate fetching. - Add structured error handling for unavailable exchange rates in the transaction API. * feat(skattekonto): add 'Skattekonto – saldo & transaktioner' scope and update authorization checks * feat: implement reverse charge handling in supplier invoice calculations and UI	2026-05-15 16:25:05 +02:00
Mattsson	c8461397c8	Bug/accounting ps eu (#474) ... * feat(api): implement commit functionality for journal entries * fix(extensions): make ExtensionSettings.clear() a real delete so disconnect flows work The 2026-03-30 multi-tenant refactor dropped all RLS policies on extension_data and recreated only SELECT/INSERT/UPDATE. Combined with `value jsonb NOT NULL`, every extension that called `settings.set(key, null)` to clear stored state (cloud-backup disconnect, skatteverket OAuth/AGI cleanup, arcim-migration consent reset) silently failed — the upsert hit the NOT NULL constraint and the error was swallowed, leaving users stuck with stale connection rows. Adds an `extension_data_delete` RLS policy, a `clear(key)` method backed by a real DELETE, switches the four affected handlers, and makes `set()` throw on Supabase error so this class of silent failure can't recur. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(journal-entries): add draft saving functionality to journal entry form * feat: add periodisk sammanställning report generation and CSV export - Implemented period date helpers in `period-dates.ts` for calculating start and end dates based on period type (monthly, quarterly, yearly). - Created `periodisk-sammanstallning.ts` to generate the periodisk sammanställning report, including data fetching, validation, and warning handling. - Developed CSV serializer in `periodisk-sammanstallning-csv.ts` for exporting the report in SKV574008 format. - Added new columns to `company_settings` for storing periodisk sammanställning settings and tax contact information via migration. - Introduced a new migration to add a `paid_with_private_funds` flag to `supplier_invoices` for tracking out-of-pocket expenses. - Updated journal entries to include the new source type for privately paid supplier invoices. * feat(migrations): add paid_with_private_funds flag to supplier_invoices and expand journal_entries.source_type CHECK * fix(ai_requests): drop existing policies and trigger before creating new ones * fix(migrations): ensure extension_data has a proper DELETE policy for ExtensionSettings.clear() * fix(supplier-invoices): update error handling for invalid input in POST request * fix: correct capitalization in project title * fix(migrations): resolve duplicate version 20260513120000 Two migrations shared the same timestamp prefix, causing schema_migrations_pkey collision on Supabase preview branches. Bump extension_data_delete_policy to 20260513120001. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-14 01:10:44 +02:00
Mattsson	64e6aa67a7	Fix/minor UI fixes (#459) ... * feat(settings): add option for company name position in invoice PDF * feat(migrations): add backfill for VAT account labels to correct bad seed data * feat(migrations): add backfill for VAT account labels to correct bad seed data * fix(ui): improve accessibility for company name position toggle in PDF settings	2026-05-13 10:45:08 +02:00
Mattsson	7738f286af	feat(settings): add toggle for displaying company name on invoice PDF… (#457) ... * feat(settings): add toggle for displaying company name on invoice PDF header * fix(migrations): rename duplicate-timestamped migration to unique version Two migrations shared timestamp 20260513120000, causing schema_migrations PK collision (SQLSTATE 23505) on apply. Bump the VAT seed migration to 20260513120100 so both insert cleanly. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-13 09:33:06 +02:00
Mattsson	3fa871c742	Bug/accounting suggestion (#456) ... * feat: add bike benefit handling and optional vacation accrual - Introduced bike benefit (cykelförmån) with calculations for annual market value and monthly taxable value. - Updated schemas to include new benefit types and validation rules. - Implemented API routes for creating, updating, and deleting employee benefits. - Enhanced salary calculation logic to accommodate new vacation rule options, including a 'none' option for no accrual. - Added UI components for managing employee benefits, including input for bike benefit specifics. - Created database migrations for employee benefits and updated salary line items to support new benefit types. * chore: remove Langfuse env var checks Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat: enhance OAuth callback URL handling and update default scopes for Visma integration * feat: remove trade_name field and simplify company naming in invoices * refactor: destructure canWrite from useCanWrite for consistency across components * feat: enhance PATCH endpoint to validate existing benefits and handle bike benefit updates * feat: add missing label for bike benefit in salary line item types --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-13 00:26:04 +02:00
Jakob Wennberg	d0fbc2b616	refactor(ui): app-wide UI/UX consistency pass (#436) ... * refactor(ui): app-wide UI/UX consistency pass Net: +1,159 / −1,373 LOC across 77 files. No new features, no behavior changes. Locks in a uniform design system across every dashboard surface. What changed: - **Foundation**: sidebar width 232→256px (md:w-64), spacing scale locked (Tailwind 1/2/3/4/6/8/10/12; 2.5/5 forbidden), card padding p-6 default (p-4 for compact metric cards), space-y-8 between page sections. - **Tables unified**: all 33 thead blocks now share the Resultatrapport pattern via shadcn Table primitive (text-[11px] font-medium uppercase tracking-wider text-muted-foreground). Hand-rolled <table> instances converted where they were data tables; form/edit grids kept distinct. - **Status badges unified**: every status indicator routes through shadcn <Badge variant>. Eliminated raw Tailwind colors (bg-amber-100, bg-emerald-500/10, bg-blue-100, bg-purple-100, etc.) in favor of the gnubok semantic palette (success=sage, warning=ochre, destructive=terracotta). - **Empty states unified**: list pages migrated from hand-rolled "flex flex-col items-center py-12" divs to the EmptyState primitive. - **Loading skeletons unified**: hand-rolled bg-muted rounded animate-pulse divs replaced with shadcn <Skeleton> across 15 files. - **Touch targets**: 6 back-buttons + edit-pencil + inbox delete bumped from 24/32/36px to shadcn's 40px icon default. Added aria-labels on 9 icon-only navigation buttons. - **Date formatting**: formatDate() for accounting data (ISO yyyy-MM-dd, table-friendly) vs formatDateLong() for metadata (Swedish long form). Raw {x.invoice_date} renderings routed through formatDate() in 18 sites. - **Toast titles**: eliminated 33 generic "Fel" titles. Each toast title now carries the action ("Kunde inte skapa lönekörning" etc.) with description carrying the error detail. - **Page-level cleanups**: - Dashboard: dropped greeting hero + Snabbåtgärder/Att hantera nav duplicates + Visa detaljer collapsible. - Reports: 5-col mega-menu replaced with left-rail layout (new ReportsNav component). - Bookkeeping: fixed layout jump between Verifikationer/Ny verifikation tabs (moved FiscalYearSelector inside journal tab). - Bookkeeping: added voucher sort (A1 first / latest first) alongside existing date sort. Required matching API param sort_by. - KPI page: FiscalYearSelector instead of raw <select>; InfoTooltip instead of inline info-button toggle; bigger numbers. - Salary section: enum values translated to Swedish labels, mobile table collapses to Anställd+Netto on <md, KPI typography aligned with dashboard. - Invoice forms: styled RequiredMark + aria-required, tabular-nums on amount inputs. - **CLAUDE.md**: new "Design System Tokens" subsection documents the locked spacing scale, primitives table, typography rules, date helpers, and forbidden patterns so future contributors don't drift. Tests: 2,906 passing (unchanged). Lint: unchanged from main baseline. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: address PR review feedback (Greptile + compliance bot) - **formatDate / formatDateLong timezone fix**: switch from new Date() to parseISO. Bare yyyy-MM-dd strings are now parsed as local midnight rather than UTC midnight, eliminating the off-by-one display in west-of-UTC timezones flagged by Greptile. - **DashboardContentProps cleanup**: removed unused firstName and settings fields from the interface, and the corresponding fetch (profiles table) + computation in app/(dashboard)/page.tsx. The greeting was dropped in the dashboard cleanup; these props were dead weight. - **Voucher sort behavior documented**: extended the comment in the journal entries API route to explain why voucher sort intentionally uses strict fiscal_period_id filtering (BFL 5 kap 6–7 §§ — voucher numbers are series-scoped within a fiscal year). The row-count delta between date sort and voucher sort is now a documented design choice. - **delete_last_voucher migration + draft-delete test included**: the UI already shipped the "Radera utkast" path in the previous commit; this pulls in the backing RPC migration that allows draft deletes (with the full safety logic — drafts skip series/period checks since they have voucher_number=0, posted entries go through the existing unchanged path). This was originally meant for a separate PR but the UI shipped half the feature without it. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * chore(migration): rename to match applied version The function delete_last_voucher is already applied to the production DB under version 20260509103736 (verified via pg_get_functiondef — exact byte-for-byte match to file content). The previous file timestamp 20260509120000 would cause a fresh `supabase db push` to attempt re-applying under a different version row. Renaming the file aligns local tracking with what the database actually has. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: address compliance bot findings (payroll label + VAT visibility) - sick_karens label: drop "(första sjukdagen)" qualifier. Per sjuklönelagen 6 §, karensavdrag is a single calculated amount (20% of one week's sjuklön) deducted from the first sick day's pay — not bounded to the first day. The qualifier could mislead users when the first sick day and return-to-work span a weekend. Swedish-payroll bot recommendation. - Omvänd skattskyldighet badge: variant outline → warning. The reverse- charge indicator is compliance-critical (ML 16 kap) — missing it leads to incorrect input VAT deduction. Outline was too subtle; warning's ochre fill matches its semantic weight. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-11 16:34:07 +02:00
Mattsson	0ee5219b6c	feat(invoices): implement öresavrundning logic and next invoice numbe… (#429) ... * feat(invoices): implement öresavrundning logic and next invoice number preview - Added `getDisplayTotal` utility to handle rounding for SEK invoices based on company settings. - Updated `InvoicesPage` to utilize the new rounding logic when displaying totals. - Introduced `peek_next_invoice_number` function to allow previewing the next invoice number without consuming the sequence. - Modified invoice number generation to remove the year prefix and prevent truncation of numbers exceeding three digits. - Enhanced tests for invoice number generation and rounding functionality to ensure correctness. - Updated PDF template to reflect new rounding logic for totals and display appropriate values. - Adjusted company switcher to hide options in sandbox mode. - Improved error handling and logging in sandbox seeding process. * fix(skatteverket): remove unused scope labels from SCOPE_LABELS and DEFAULT_SCOPES	2026-05-10 14:21:26 +02:00
Mattsson	7e81f661b2	Add/skv salary agi (#423) ... * feat: add Bankgirot LB-fil support for salary payments and tax payments - Implemented `generateBgLb` for salary batch payments, producing opening, payment, and closing records. - Added tests for `generateBgLb` to ensure correct record generation and validation. - Created `generateBankgiroPaymentBgLb` for single tax payments to Skatteverket, including validation and formatting. - Added tests for `generateBankgiroPaymentBgLb` to verify record structure and data integrity. - Introduced `generateSkattekontoOcr` for generating valid OCR references for Skattekonto payments, with tests for various input formats. - Updated database schema to track payment file formats and timestamps for salary runs and AGI declarations. - Created a new table for logging salary payslip deliveries to ensure compliance with audit requirements. * feat: add write permission check and company ID validation for payment file generation * feat: add write permission check for salary payment file generation	2026-05-09 12:41:16 +02:00
Jakob Wennberg	c238542596	fix(settings): label first-year period as "Första räkenskapsåret" (#422) ... The FiscalPeriodEditor section is for adjusting the onboarding fiscal year and always loads the oldest period. After a multi-year SIE import the oldest period is no longer the company's current year, so the "Nuvarande period:" label misled at least one user into thinking their data had landed in the wrong year. Rename to match the section header. Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-08 21:17:53 +02:00
Jakob Wennberg	b05f0e59b9	fix(mcp): correct fiscal_periods column ref + remove agent auto-commit (#394) ... * fix(mcp): correct fiscal_periods column ref + remove agent auto-commit The MCP `gnubok_list_fiscal_periods` tool selected a non-existent `fiscal_periods.status` column, causing `column fiscal_periods.status does not exist` errors when agents called it. Fixed by selecting the real columns (`is_closed`, `locked_at`, `closed_at`, `opening_balances_set`) and deriving `status` in code. Also removes the agent auto-commit feature (settings card, gating logic, DB columns, tests). In its current shape only `create_customer` was auto-commitable, so the toggle changed nothing meaningful in practice while implying a level of agent autonomy that wasn't actually granted. The risk-tier infrastructure on `pending_operations` (actor model, risk_level) is kept since it's still used by the /pending UI filters. Migration `20260505120000_drop_agent_auto_commit.sql` drops: - pending_operations.auto_commit_eligible - pending_operations.auto_committed_at - company_settings.agent_auto_commit_enabled - company_settings.agent_auto_commit_max_amount Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(mcp): explicitly pick fields in gnubok_list_fiscal_periods response Greptile flagged that `...p` spreads raw DB columns (`is_closed`, `locked_at`, `closed_at`) into the tool response alongside the derived `status`. Drop the spread for an explicit field list so the tool contract is the derived status only — agents don't need to reason about raw columns, and future SELECT additions won't silently leak. Also drops `closed_at` from the SELECT since it wasn't read. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-05 21:16:01 +02:00
Jakob Wennberg	432a8b60dc	feat(skatteverket): rewrite AGI flow against real Skatteverket RAML (#391) ... * feat(skatteverket): rewrite AGI flow against real Skatteverket RAML The previous AGI client posted JSON to URL paths that don't exist on Skatteverket's gateway and used invented field names. POST /underlag actually accepts application/xml, and the lock/kvittenser operations live on the separate hanteraredovisningsperiod API. Verified against dev_docs/arbetsgivardeklaration-inlamning(1.7.7) and arbetsgivardeklaration-hantera-redovisningsperiod(1.2.8) RAMLs. - Replace fictional types with real schemas (kontrollresultat, granskningsunderlag, kvittenser, error envelope) - Rewrite agi-client into 9 functions matching the documented flow: /underlag (XML) -> kontrollresultat -> spara -> skapaGranskningsunderlag -> kvittenser, plus las/lasUpp on the hantera API - Drop agi-mappers entirely; lib/salary/agi/xml-generator.ts already produces schema-valid XML, so the extension just feeds agi_declarations.xml_content to POST /underlag - Extend skvRequest with a contentType option so AGI can post XML - AGIPanel state machine: underlag_submitted -> awaiting_signing -> signed, with kontrollresultat polling and normalized findings - Add the agd OAuth scope (confirmed from SKV's Tjanstebeskrivning Arbetsgivardeklaration inlamning v1.7, section 4.1.2.2) - Add Skatteverket connect step to NewUserChecklist alongside the existing SIE/old-system import and bank steps; track hasSkatteverketConnected in OnboardingProgress - Update orchestrator route + tests to point at the new /agi/submit endpoint - Declare new optional base-URL env vars in the manifest Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(skatteverket): address PR review findings on AGI flow - Surface INCORRECT_DATA felrapport link in AGIPanel skapaGranskningsunderlag returns 409 with a felrapport URL when SKV rejects the underlag. The link was persisted as `signeringslank` with status `underlag_rejected`, but the render condition only fired for `awaiting_signing`, leaving the link unreachable. Add a distinct destructive-styled block so the user can open the felrapport in Mina Sidor. - /agi/underlag DELETE clears local submission state Add optional `period` query param. When supplied, clear `agi_submission_{period}` directly. When not, fall back to scanning recent agi_submission_* keys for the matching inlamningId. Without this, an aborted underlag left a stale `underlag_submitted` entry in extension_data and the UI couldn't progress. - Re-add salary-run status guard inside loadAGIXml The orchestrator at app/api/salary/runs/[id]/agi/submit/route.ts has this check, but the extension endpoint is also reachable directly from AGIPanel and must enforce it itself. Per BFL 5 kap and SFL 26 kap, AGI must reflect finalised payroll data; submitting from a draft/cancelled run would emit incorrect figures. - Move agi_declarations.status='exported' from /agi/submit to /agi/spara Setting status on underlag-ingest was wrong because a DONE_REJECTED kontrollresultat would leave the row falsely marked as exported. The transition now happens only after the spara call commits the underlag to Eget utrymme. /agi/spara accepts salaryRunId in the body for the fast path and falls back to scanning agi_submission_* state otherwise. - Move salary_runs.agi_submitted_at stamp to kvittenser observation The orchestrator was stamping at underlag-ingest, but no later code updated the column on signing. Removed the orchestrator stamp; the /agi/kvittenser handler now stamps salary_runs.agi_submitted_at to kvittens.signeradTid (mirroring SKV's own timestamp) when it pins the receipt to the matching agi_declarations row. - Tighten misleading JSDoc in agi-client.ts taBortSparadInlamning is on the inlämning API, not hantera; the old layout grouped it under a "hantera API" heading and tripped an automated reviewer. Restructured into separate "period management" and "cleanup" blocks. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(skatteverket): address Swedish compliance review on AGI flow Follow-up to review on https://github.com/erp-mafia/gnubok/pull/391. - Migration adds 'pending_signature' to agi_declarations.status Reusing 'exported' for the spara→kvittens interval misstated the filing outcome — Eget utrymme is a staging area, not a filing — which conflicts with BFNAR 2013:2 kap 8 / BFL 5 kap 5§ behandlingshistorik faithfulness. /agi/spara now sets 'pending_signature'; /agi/kvittenser later promotes to 'submitted' when a uuidKvittens is observed. - AGIPanel auto-polls /agi/kvittenser at 30s, 2 min and 5 min after the signing link is created Previously the kvittens (and therefore salary_runs.agi_submitted_at) was only stamped if the user manually returned to the panel and clicked "Hämta kvittens". Without that follow-up the audit trail showed a NULL submitted-at for an AGI that had actually been filed. Background polls capture the kvittens for the common case where the user signs in Mina Sidor and never returns to gnubok. Cleanup on unmount via useRef + useEffect. - Distinct MISSING_SCOPE error code on 403 invalid_scope Existing tokens lack the new 'agd' scope and surface as a generic ACCESS_DENIED today. The compliance reviewer pointed out that operators may interpret this as a data error and submit a corrected AGI with altered figures. New SkatteverketAuthError code maps SKV's invalid_scope body to a clear "reconnect via Inställningar → Skatteverket" message; routes to 401 (token-level remediation). - Refine deadline copy in AGIPanel The standard AGI deadline is the 12th regardless of company size; the 17th only applies in January and August for employers with turnover ≤ 40 MSEK. Surface that nuance instead of saying just "12:e". Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(skatteverket): server-side kvittens reconciliation cron Round 2 of compliance review on https://github.com/erp-mafia/gnubok/pull/391. - /api/extensions/skatteverket/agi/kvittenser/cron Walks every agi_declarations row in 'pending_signature' status, fetches kvittenser via the matching token, and on a hit promotes the row to 'submitted' + stamps salary_runs.agi_submitted_at. Authoritative source for the audit trail per BFNAR 2013:2 kap 8 / BFL 5 kap 5§ — the AGIPanel client-side timers from the previous round remain as the fast-path UX, but no longer carry the audit-trail responsibility on their own. Per-row errors are skipped, not abort-the-run. 50s budget. Scheduled every 2 hours in vercel.json. - AGIStatus union now includes 'pending_signature' Without this update, downstream code reading the union would have rejected the new status as unknown. The migration extending the DB CHECK constraint shipped in the previous commit; this brings the type layer into sync. - Stale comment update in AGIPanel.tsx Referred to status='exported' from before the rename. Now reads 'pending_signature', matching the actual handler behavior. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(skatteverket): close audit-trail gaps from compliance round 3 - Cron now writes submitted_by from the token-owning auth.users row Previously left NULL with a "system actor" comment. The token row was created when the operator authenticated with BankID, and the kvittens' signeradAv refers to the same person — so writing the user_id from skatteverket_tokens captures actor traceability without inventing a system identity. Closes the BFL 5 kap 6§ / BFNAR 2013:2 kap 8 gap on cron-reconciled rows. - /agi/spara monotonicity guard Adds .in('status', ['generated', 'exported']) to the row update so a delayed /agi/spara call after the cron (or interactive /agi/kvittenser) has already promoted the row to 'submitted'/'accepted' won't silently regress it back to 'pending_signature'. behandlingshistorik must advance only. - DONE_REJECTED / DONE_FAILED → status='rejected' /agi/kontrollresultat handler now flips the matching agi_declarations row to 'rejected' on a terminal SKV failure, using the same cached-submission-state lookup pattern /agi/spara already uses. Without this the row sat at 'generated' indefinitely even though SKV considered the underlag failed. Same monotonicity guard prevents regressing a successfully-filed row. - Deadline criterion: lönesumma, not omsättning AGIPanel pendingText. SFL 26 kap's relaxed-deadline criterion (17:e in Jan/Aug) is the employer's total taxable wages, not turnover. Internal reference (.claude/skills/swedish-payroll/references/agi-filing.md) used the colloquial "turnover"; statutory wording is "lönesumma". Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(skatteverket): close round-4 audit-trail and UX gaps - agi_submitted_at: NULL when signeradTid absent Both /agi/kvittenser handler and the kvittens cron previously fell back to new Date().toISOString() if SKV's kvittens lacked signeradTid. Substituting wall-clock now() falsifies the filing moment in behandlingshistorik (BFNAR 2013:2 kap 8 / BFL 5 kap 6§). Now leaves the column NULL and logs a warning. Status flip to 'submitted' still happens — the audit gap was timing only. - Proactive missing-agd-scope banner SkatteverketConnectPanel and AGIPanel now warn when the stored token lacks the agd scope. Tokens issued before the agd rollout would otherwise 403 with invalid_scope at submission time, often too close to the AGI deadline. SkatteverketConnectPanel mirrors the existing "skattekonto saknas" pattern; AGIPanel surfaces a banner in the connected state and links to /settings/skatteverket. - Granskningsunderlag isError keys on tillstand only Previous check mixed HTTP 409 with the INCORRECT_DATA tillstand string. A future SKV addition like RECEIVING returned with HTTP 200 would have slipped through as awaiting_signing. Now keys solely on tillstand: only LOCKED_FOR_SIGNING / UNLOCKED are treated as signable; everything else (INCORRECT_DATA, RECEIVING, CALCULATING, SIGNING) routes to underlag_rejected. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(skatteverket): close round-5 audit-trail and recovery gaps - agi_submitted_at: stamp with reconciliation time when signeradTid absent Round 4 left the column NULL on missing signeradTid to avoid falsifying the signing moment. Round 5 pointed out that NULL hides that the filing *occurred* — also a behandlingshistorik integrity violation. Resolution: presence of uuidKvittens proves SKV signed and accepted the AGI, so we stamp with signeradTid || now() and warn-log when fallback is used. Both /agi/kvittenser handler and the kvittens cron. - Persist signeradAv + full kvittens in agi_declarations.response_data submitted_by is the auth.users UUID we have on hand (the polling / reconciling user). The legally load-bearing signer identity is kvittens.signeradAv (a personnummer) — which the token user_id does NOT necessarily match (e.g. bookkeeper vs deklarationsombud). The existing response_data jsonb column now holds the full kvittens record, preserving signeradAv for the audit trail (BFL 5 kap 6§ / BFNAR 2013:2 kap 8) without a schema change. Cron path also marks reconciledBy='cron'. - /agi/spara monotonicity: allow recovery from 'rejected' Previously .in('status', ['generated', 'exported']) excluded rejected rows, so a successful re-submission after a prior rejection couldn't promote the row to pending_signature — it silently stayed rejected. The xml-route reuses the same agi_declarations row when re-generating XML, so this is the realistic recovery path. Added 'rejected' to the allowed-from list. 'submitted'/'accepted' still blocked (no regression from filed states). - Fix misleading agi-client.ts comment Claimed users could "fix the errors in Mina Sidor" after a DONE_REJECTED save. Mina Sidor doesn't expose in-place editing; the correct recovery is to regenerate XML and resubmit. Updated the agiSparaUnderlag JSDoc to describe the actual flow. - Deadline copy: "vars sammanlagda lönesumma understiger 40 MSEK" Reads more cleanly than "≤ 40 MSEK" and matches the phrasing the compliance reviewer suggested. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(skatteverket): tighten /agi/spara guard and clarify deadline copy (round 6) - Drop 'exported' from /agi/spara allowed-from states Audit confirmed no code path writes status='exported' today; the value is preserved in the schema (and union) for the legacy manual-download path that no longer has a writer. Allowing the spara handler to flip an 'exported' row to 'pending_signature' would conflate two distinct filing attempts on a single row, weakening the chain of custody (BFL 5 kap 6§). Tightened to .in(['generated', 'rejected']) — same recovery path for re-submission after rejection, no path for the dormant state. - Deadline copy: explicit "per år" qualifier The 40 MSEK threshold is annual lönesumma, not per-payment. Adding "per år" closes the (admittedly thin) misread the compliance reviewer flagged. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-05 17:08:29 +02:00
Mattsson	fa7d4075cf	Supp/invoice bfl errors (#390) ... * feat(accounting): update accounting method validation and messaging for aktiebolag and enskild firma * Remove AI subsystem and related code - Deleted AI proposals and requests persistence logic from `lib/ai/proposals/persist.ts`. - Removed re-validation logic for proposals in `lib/ai/proposals/re-validate.ts`. - Cleaned up schemas related to AI flows in `lib/api/schemas.ts`. - Removed AI-related fields from bookkeeping engine in `lib/bookkeeping/engine.ts`. - Eliminated AI event types from `lib/events/types.ts`. - Updated tests to reflect the removal of AI-related functionality in `lib/extensions/__tests__/sectors.test.ts`. - Adjusted initialization logic in `lib/init.ts` to exclude AI proposal handler registration. - Cleaned up transaction ingestion logic in `lib/transactions/ingest.ts` to remove AI flow checks. - Updated helper functions in `tests/helpers.ts` to remove AI-related settings. - Removed AI-related types and interfaces from `types/index.ts`. - Added migration script to drop AI-related tables and settings from the database. * fix(migrations): ensure foreign key constraint is dropped before removing AI tables * feat(invoice-inbox): implement deterministic invoice field extraction and inbox provisioning - Added `extract-invoice-fields.ts` for extracting fields from PDF invoices using regex and pdfjs-dist, replacing the previous AI classifier. - Introduced `inbox-provisioning.ts` to manage company inbox addresses and rotation of inboxes using Supabase RPCs. - Created `resend-inbound.ts` for handling inbound email events and attachments via the Resend API. - Defined the extension manifest for the invoice inbox, specifying required environment variables and descriptions. - Migrated database schema to remove AI-related columns and tighten the status enum in `invoice_inbox_items`. * feat(invoice-inbox): remove AI-specific columns and tighten status enum * fix(skattekonto): remove manual entry creation reference from transaction input * fix(schemas): remove accounting method validation for aktiebolag in UpdateSettingsSchema	2026-05-05 09:53:37 +02:00
Jakob Wennberg	f3fd4c0822	feat(salary, skatteverket): per-day absence + AGI Frånvarouppgift + skattekonto + hardening (#388) ... * feat(salary): per-day absence tracking with calendar UX Replace aggregated-day absence counts with per-day records so payroll calculations can correctly enforce Swedish legal rules that depend on actual dates: karensavdrag once per sjuklöneperiod, återinsjuknande within 5 calendar days, allmänt högriskskydd cap of 10 karensavdrag per rolling 12 months, day-8 läkarintyg flag, day-15 transition to Försäkringskassan. Adds: - salary_absence_days table (RLS, dedup unique on employee+date+type) - /api/salary/employees/[id]/absence CRUD route - deriveAbsenceLineItems helper that walks per-day records into sjuklöneperioder and emits correctly-classified line items, with the existing absence-calculator formulas reused for VAB / parental - Per-employee pay-spec detail page with month-grid AbsenceCalendar - Calculate route now derives line items from the calendar before running the salary engine, replacing the prior sumQuantity model - Salary run GET surfaces the formatted Skatteverket arbetsgivare ID so downstream UI can build extension URLs without a second round-trip - GET /salary/runs/[id]/employees/[employeeId] for the detail page Tests: 15 new unit tests covering segment merge, återinsjuknande within 5 days, högriskskydd cap, FK transition flag, läkarintyg flag, VAB/parental semesterlönegrundande ceilings. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(skatteverket): harden API client + add NEXT_PUBLIC_SKATTEVERKET_ENABLED feature flag Three hardening fixes from the prior audit, plus a runtime extension toggle for phased rollout. api-client.ts: - Map 429 to a new SkatteverketAuthError code RATE_LIMITED with a Swedish user message. The 4 req/sec local rate limiter normally prevents this, but the per-consumer gateway quota can still hit. - Extend the error union with TOKEN_CORRUPTED for the token-store fix below. token-store.ts: - Surface decryption failures instead of silently returning null. A rotated key or tampered ciphertext used to look like "not connected"; callers now get TOKEN_CORRUPTED with a clear "anslut igen med BankID" message and a structured log line for ops. Extension dispatcher (app/api/extensions/ext/[...path]/route.ts): - Per-extension feature flag table. When NEXT_PUBLIC_SKATTEVERKET_ENABLED is not exactly "true", the dispatcher returns 503 with code EXTENSION_DISABLED, letting ops disable a single integration mid- rollout without redeploying or removing it from extensions.config.json. UI panels (SkatteverketPanel, AGIPanel) detect the 503 and render an empty state. Tests: 7 api-client cases (401/403/403-Behörighet/429/5xx/200/auth-error codes) + 2 token-store cases (no-row → null, corrupted → TOKEN_CORRUPTED). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(salary): emit AGI Frånvarouppgift per SKV 4785, add AGIPanel for one-click submission AGI XML upgrade: - Emit <gem:Franvarouppgift> top-level blocks for VAB and parental leave events sourced from salary_absence_days, per SKV 4785 + technical doc. Element order matches the spec example file. TILLFALLIG_FORALDRAPENNING for VAB / FORALDRAPENNING for parental, with FranvaroTimmarTFP (FK825) or FranvaroTimmarFP (FK827) for hours. Stable 1-based specifikationsnummer per (employee, period), date-sorted. Skipped entirely for periods before 202501. - Sick days are NOT emitted (they go to Försäkringskassan). - FK499 TotalSjuklonekostnad now derived from sick_day2_14.quantity × dailyRate × 0.80 instead of Math.abs(amount). The line-item amount is the net deduction (lostPay − sjuklon), not the cost, so the prior formula understated by a factor of four. AGI submission UI: - New AGIPanel mirroring SkatteverketPanel's validate → draft → lock → BankID-sign → poll-submitted flow. Detects 503 EXTENSION_DISABLED and renders a clear empty state. Replaces the bare "Skicka till Skatteverket" button on /salary/runs/[id], keeping the AGI XML download as a sibling for archival / manual upload fallback. - Salary run rows now link to the per-employee detail page added in the previous commit. Tests: 14 new agi-xml cases covering element order, type↔hour-field mapping, specifikationsnummer ordering, fractional-hour formatting, range clamping (0.01-24.00), period guard at 202501 boundary, placement after Blankett blocks, multi-employee date ordering, required-fields invariant, omission when no events. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(skatteverket): skattekonto integration — read-only saldo + transactions, daily sync, per-row bokför Adds read-only Skattekonto v2.1 access via the existing BankID OAuth flow (extends the OAuth scope with `skattekonto`). Daily background sync pulls saldo + transactions, dedupes on (company_id, dedup_key), and surfaces the data in a /skattekonto dashboard plus a settings panel for connection management. Backend: - skattekonto-client.ts: GET /skattekonton/{omfragad}/saldo and /transaktioner. Felkod 1–5 mapped to Swedish messages via dedicated SkatteverketSkattekontoError. - skattekonto-sync.ts: parallel saldo + transaktioner fetch, UPSERT on (company_id, dedup_key) so kommande rows graduate to tidigare in place. Dedup key uses transaktionsidentitet when available, else sha256 of (date|amount|text). Caches saldo snapshot in extension_data. Emits skattekonto.synced / balance.changed (sign flip) / transaction.upcoming (first appearance) / connection.expired. - skattekonto-booking.ts: keyword→counter-account rules with AB/EF differentiation (2510 vs 2012 for preliminärskatt; 2731/2710/2650 for arbetsgivaravgifter/avdragen skatt/moms; 8423/8313 for kostnads-/intäktsränta). Creates a draft journal entry against BAS 1630, leaves it for the user to review and commit. Throws NO_COUNTER_ACCOUNT instead of guessing when no rule matches. - Daily cron at 0 4 * * * (Swedish 06:00). Double-gated by CRON_SECRET and NEXT_PUBLIC_SKATTEVERKET_ENABLED. Per-company cooldown of 1 hour, time budget 50s, distinct `expired` status for token-exhaustion separate from generic errors. Database: - skattekonto_transactions: company-scoped with RLS, unique (company_id, dedup_key), indexed on (company_id, date DESC) and (company_id, status). journal_entry_id FK with ON DELETE SET NULL so a row can be re-bokförd after entry deletion. Frontend: - /skattekonto/page.tsx: dashboard with saldo card, transactions list (booked + upcoming), per-row "Bokför" action. - /settings/skatteverket: connection panel showing scope/expiry. - Extension toggle in SettingsSidebar (gated by ENABLED_EXTENSION_IDS). Tests: 9 booking-rule cases (counter-account guessing, AB/EF divergence, no-match throw) + 7 mapper cases (dedup key stability, sign convention, kommande→tidigare graduation). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: address PR review findings Build: - Fix Next.js build failure: Zod refuses .partial() on a refined schema. Replace AbsenceRangeQuerySchema.partial().extend(...) in the absence DELETE handler with a fresh z.object that defines its own optional fields. Greptile findings (PR #388): - skattekonto_transactions UPDATE policy was missing WITH CHECK; without it a user could mutate company_id to one they don't belong to. Edit the original migration for fresh applies + add a follow-up migration that drops/recreates the policy with both clauses (already applied to prod via Supabase MCP). - FK499 TotalSjuklonekostnad now reads sjuklonRate from run.calculation_params (snapshot taken at calc time) instead of a hardcoded 0.80, so an operator override (e.g. CBA-specific rate) is honored. Falls back to 0.80 for older runs without the snapshot. - Rename NEXT_PUBLIC_SKATTEVERKET_ENABLED → SKATTEVERKET_ENABLED so the flag is server-side only. NEXT_PUBLIC_* vars are inlined into the client bundle at build time, which would create split-brain (server 503 vs client still rendering enabled flow) on a flag flip without redeploy. UI panels detect 503 by response code, not by reading the env directly, so no client-visible change is needed. - Add pg-real RLS smoke tests for both new tables (salary_absence_days and skattekonto_transactions): tenant SELECT isolation, UPDATE WITH CHECK enforcement, unique-constraint enforcement, cross-tenant dedup key allowed. Swedish compliance review: - Document the högriskskydd cap interpretation in derive-absence-line-items.ts. We count *sjuklöneperioder* in the rolling 12-month window, matching the law's plain reading ("från och med den 11:e sjukperioden ... görs inget karensavdrag"). An alternative reading counts only periods that actually had karens deducted; that requires persisting per-period karens-deduction state, which gnubok doesn't yet do. The period-count reading can over- suppress, never under-suppress, so it's the safer default. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(test): inline skattekonto fixtures so core-only CI runs without dev_docs dev_docs/ is gitignored, so the skattekonto-mappers test failed in CI when it tried to readFileSync from dev_docs/skattekonto(2.1.0)/examples/. Inline the saldoResponse + transaktionerResponse fixtures verbatim from the spec; the test still verifies our mappers + dedup-key logic against the same shape. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-05-04 19:01:21 +02:00
Mattsson	bb855d2ddc	Add/ai native supp (#385) ... * feat(branding): implement dynamic branding in service worker and reports * feat(auth): enhance API key scopes and add bookkeeping write scope - Updated transaction write scope description to include additional tools. - Enhanced reports read scope description to reflect new functionality. - Introduced bookkeeping write scope with relevant description. - Updated SCOPE_GROUPS to include bookkeeping domain. - Modified TOOL_SCOPE_MAP to include new bookkeeping operations. - Updated validateApiKey function to return api_key_id and api_key_name for better actor attribution. feat(tests): add unit tests for MCP resource registry - Created tests for data resources to ensure all required fields are present. - Added tests for resource query parsing and retrieval. feat(resources): implement MCP resources for company and accounting data - Added capabilities resource to expose API key capabilities based on granted scopes. - Implemented chart of accounts resource to retrieve active BAS chart. - Created company current resource to fetch active company details. - Developed active fiscal period resource to check posting eligibility. - Implemented recent activity resource to fetch latest journal entries, invoices, and transactions. - Added VAT treatments resource to provide available VAT rates per customer type. feat(pending-operations): introduce risk tiers for operations - Added risk level classification for pending operations to determine auto-commit eligibility. - Implemented functions to classify operation risk levels and identify high-risk operations. feat(migrations): add actor model and risk tier to pending operations - Updated pending_operations table to include actor type and risk level columns. - Enhanced audit_log to mirror actor information for compliance. - Modified validate_and_increment_api_key function to return actor details. - Expanded operation types in pending_operations to include new high-risk operations. * feat: add auto-commit functionality for low-risk pending operations - Implemented shouldAutoCommit function to determine eligibility for auto-commit based on operation type, actor type, and company settings. - Created commitPendingOperation function to handle execution of pending operations with consistent status updates. - Added tests for shouldAutoCommit to cover various scenarios including high-risk operations, user actors, company opt-in status, and monetary thresholds. - Introduced new columns in company_settings for agent_auto_commit_enabled and agent_auto_commit_max_amount to allow companies to opt-in for auto-commit functionality. - Added SQL migration to update the database schema for new auto-commit settings. * feat(idempotency): implement idempotency key handling for safe retries and cleanup * feat: expand API key scopes and pending operations for bookkeeping - Added 'suppliers:write' scope to API key scopes for supplier invoice management. - Updated SCOPE_GROUPS to include the new 'suppliers:write' scope. - Introduced new pending operation types for bookkeeping: close_period, lock_period, run_year_end, set_opening_balances, run_currency_revaluation, explain_voucher_gap, uncategorize_transaction, approve_supplier_invoice, credit_supplier_invoice, and convert_invoice. - Implemented corresponding commit functions for the new operations in the pending operations module. - Enhanced PendingOperation type to include actor model and risk level attributes. - Added tests for new functionality, ensuring proper behavior and constraints in the database. * feat: implement unlockPeriod functionality and related tests * feat: add agent auto-commit settings and related functionality * feat: add attention resource with comprehensive summary of outstanding tasks * feat: enhance pending operations with 'committing' status and immutability checks, improve idempotency handling, and add original voucher reference for credit notes	2026-05-04 11:12:29 +02:00
Mattsson	064fb7f7a9	Add/white label (#381) ... * feat(branding): add BrandingService with default-preserving env layer Introduce lib/branding/service.ts mirroring lib/email/service.ts. Defaults match current gnubok values exactly, so production behaviour is unchanged unless an env var (NEXT_PUBLIC_BRANDING_*, BRANDING_*) or extension override (via registerBrandingService) is set. Resolution order: defaults < env vars < extension override. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(branding): route root layout, manifest, and PWA assets through branding service - app/layout.tsx now reads title, description, themeColor, and apple-touch-icon from getBranding() instead of hardcoded values. - public/manifest.json replaced by dynamic app/manifest.ts so PWA name, short_name, description, theme_color, background_color, and icon paths are resolved at request time. The manifest now serves at /manifest.webmanifest (Next.js convention for the metadata file route). The previous /manifest.json URL is no longer populated; nothing in core references it after this commit. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(branding): route email service and templates through branding service - resend-service.ts: From line uses getBranding().appName instead of hardcoded "Gnubok" in both the with-fromName and bare cases. - invite-templates.ts: subject, HTML header, body, plain text, and the team-invite variants all read from branding (sentence case in prose, uppercased for the styled <p> header). - consent-notification-templates.ts: signature fallback (companyName || branding) for both HTML and plain text variants. Defaults preserve the exact current strings ("Gnubok", "GNUBOK", "gnubok" in their respective contexts) so no email content changes for production. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(branding): route OAuth consent page through branding service The MCP OAuth consent page rendered for Claude Desktop / Claude.ai connector flows now reads the app name from getBranding() for both the HTML <title> and the body copy. Default still produces "gnubok" in lowercase prose, matching current behaviour. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(branding): route auth, dashboard, and onboarding text through branding service Replace user-visible "gnubok" / "Gnubok" references with calls to getBranding(). Touches: - Auth pages (login, register, mfa/enroll): logo src/alt, MFA TOTP friendlyName. - Onboarding (companies/new, invite, sandbox, WelcomeOnboarding, Step2CompanyDetails, NewUserChecklist, BankIdCompanyPicker, ArcimMigrationWorkspace): logo, headings, error/help text. - Dashboard fallback (companyName="gnubok") and settings (backup copy, ApiKeysPanel MCP connector name + login note, CompanyDangerZone, retention-notice). - API routes (support contact subject prefix, enable-banking consent email companyName fallback, AI inbox receipt-request appUrl, pain001 messageId prefix). - MCP server "open the gnubok web app" review message. - Salary/reports filings (AGI Programnamn, KU10 Programnamn, payslip footer, full-archive system metadata, SRU #PROGRAM line). Internal identifiers (cookie names gnubok-company-id / gnubok-invite-token, API key prefix gnubok_sk_, invite token prefix gnubok_inv_, MCP tool names, npm package gnubok-mcp, GNUBOK_API_KEY env name) are deliberately left unchanged — they're stable contracts that whitelabels must not break. Defaults match current behaviour exactly. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(branding): support legal page field-level swaps for entity and contact Privacy and DPA pages now interpolate appName, legalEntity, and privacyEmail from the branding service instead of hardcoding "Gnubok", "Arcim", and "privacy@gnubok.se". Page metadata uses generateMetadata() so titles also reflect the brand. lib/support.ts now falls back to getBranding().supportEmail when SUPPORT_RECIPIENT_EMAIL is unset, so a single BRANDING_SUPPORT_EMAIL env var configures both the support form recipient and the displayed support address. Whitelabels with a different legal jurisdiction or entirely different DPA text should override the page route from an extension. Phase 1 intentionally only supports field-level swaps. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * docs(branding): add WHITELABEL.md and example branding extension WHITELABEL.md: fork checklist, env var reference, the "do not change" list (cookies, API key prefixes, invite token prefixes, MCP tool names, gnubok-mcp npm package, GNUBOK_API_KEY env name), out-of-scope items, the upstream sync workflow YAML to copy into a fork, conflict avoidance guidance, and a verification checklist. extensions/general/_example-branding/: copy-paste starter extension with index.ts (commented placeholder values for registerBrandingService), manifest.json, and README.md. Disabled by default (not added to extensions.config.json); whitelabels cp the folder, edit, and enable. sectors.test.ts: bumped expected extension count 12 -> 13 to account for the new starter extension on disk. The generated registry is unchanged because the example is disabled. The sync workflow YAML is documented inline in WHITELABEL.md rather than checked in as a workflow file. It's only meaningful in a fork -- gnubok itself has nothing to sync from. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(branding): address PR review — lazy support email + escape brand in HTML/XML Three issues from code review: P1 — lib/support.ts: SUPPORT_RECIPIENT_EMAIL was a module-level const, evaluated at import time before extensions register branding overrides via ensureInitialized(). Convert to getSupportRecipientEmail() lazy accessor; update the only caller in app/api/support/contact/route.ts. Extension-supplied supportEmail values now route correctly. P2 — app/api/mcp-oauth/authorize/route.ts: appName was interpolated into the consent page HTML without escapeHtml(), inconsistent with the existing escaping of companyName. Wrap appName.toLowerCase() in escapeHtml() at use sites in <title> and the body paragraph. P2 — lib/salary/agi/xml-generator.ts and lib/salary/ku/ku10-generator.ts: appName placed inside <gem:Programnamn> / <Programnamn> XML elements without escapeXml(), the helper already used for other admin-controlled fields in the same files. Wrap accordingly to prevent malformed XML if a brand name contains XML reserved characters. All admin-controlled inputs only — no user-exploitable path. Defense in depth, not a known incident. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(branding): security follow-up — lazy metadata, SRU/email header sanitization Self-audit after the PR review surfaced four more concerns. Fixes them with the same defense-in-depth posture as the prior review fixes. 1. app/layout.tsx — same eager-evaluation class as P1 support.ts. The module-level `const branding = getBranding()` froze branding before extensions registered, so extension-based overrides for title, description, themeColor, and apple-touch-icon silently never applied. - Convert to generateMetadata() / generateViewport() (lazy, run per request, see extension-registered overrides). - Inline getBranding() inside RootLayout for the apple-touch-icon href so it picks up overrides too. - Add ensureInitialized() at module level so extensions are loaded before the first metadata call. Mirrors the API route pattern. 2. app/manifest.ts — same class. The dynamic manifest function reads getBranding() per request, but if the manifest is requested before any other module has triggered ensureInitialized(), extensions are still unloaded. Add ensureInitialized() at module level. 3. lib/reports/ink2/sru-generator.ts — appName interpolated into the SRU `#PROGRAM` directive without sanitization. SRU's reserved char is `#` (directive marker) and CRLF injects new directives. Wrap in the existing sanitizeString() helper to match the pattern used for other admin-controlled fields in this file (#NAMN, #ADRESS, etc.). 4. extensions/general/email/lib/resend-service.ts — appName and the user-controlled fromName both flow into the From header. Resend's API does its own validation, but defense in depth: strip CRLF and angle brackets via a small sanitizeHeaderPart() helper before building the header string. fromName was a pre-existing surface; appName is new with this whitelabel work. All four are admin-controlled inputs (env vars or extension code), not user-exploitable. No known incidents — defense in depth, and correctness for extension-based whitelabels. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-04-29 16:32:26 +02:00
Mattsson	885dd8a2e4	feat: implement fiscal period date fields component and validation logic (#301) ... * feat: implement fiscal period date fields component and validation logic * feat: update fiscal period validation and naming logic	2026-04-21 17:08:38 +02:00
Mattsson	08991218ee	Feat/change fiscal year (#300) ... * feat: enhance journal entry handling with follow-up entries and related RPC * fix: improve validation for journal entry lines to ensure proper submission criteria * fix: enhance OAuth error handling and user feedback in Arcim migration process * fix: add OAuth error translation for user-friendly feedback in Fortnox integration * feat: add fiscal period editor and related API for entry count * feat: enforce calendar year for individual firms and improve fiscal period validation	2026-04-21 14:44:03 +02:00
Mattsson	7a0214c053	feat: implement cloud backup auto-sync feature with scheduling (#280) ... * feat: implement cloud backup auto-sync feature with scheduling - Added a new cron route for auto-syncing Google Drive backups hourly. - Introduced a schedule management system for enabling/disabling auto-sync and setting the sync hour. - Updated the logo upload API to handle logo file management more efficiently. - Created a public storage bucket for company logos with appropriate size and type restrictions. - Enhanced the LogoUpload component to validate file types and sizes during upload. - Added tests for the new auto-sync functionality to ensure correct behavior under various conditions. * Update extensions/general/cloud-backup/lib/sync.ts Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> * Update app/api/settings/logo/route.ts Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> * refactor: remove unused parameters from saveExtensionData function --------- Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>	2026-04-20 13:42:37 +02:00
Mattsson	d708a85d4c	Feat/cloud backup (#277) ... * feat: cloud backup to Google Drive + full-archive all-scope Adds a cloud-backup extension that uploads a full-company backup ZIP to the user's own Google Drive via OAuth (drive.file scope only). Refresh tokens are AES-256-GCM encrypted before being stored in extension_data. The full-archive export gains a scope=all mode for whole-company backups (per-period SIE under sie/, per-period rapporter/ subfolders, flat dokument/ manifest tagged with fiscal_period_id). An 80 MB size guard short-circuits generation before the platform response limit. Also fixes a latent bug in lib/core/audit/audit-service.ts where the parameter was named userId while the query filtered by company_id; the audit-trail API route was passing user.id so audit queries returned empty unless user and company shared a UUID. Drive-by: scope the dashboard "fresh start" localStorage key per companyId so dismissing the setup checklist in one company no longer carries over to others. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: address review comments on cloud backup + archive export - Extend audit trail to_date to end-of-day so last-day entries aren't silently excluded from period-scoped archives. - Apply 413 size-limit guard regardless of include_documents, using the overhead-only figure when documents are excluded. - Use crypto.randomUUID() for Drive multipart boundary to eliminate any collision risk with ZIP payload bytes. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: migrate legacy setup-gate localStorage keys on dashboard Users who previously dismissed the setup checklist via the old global erp_setup_fresh_start or erp_checklist_dismissed keys were re-gated after the switch to a company-scoped key. Fall back to the legacy keys on read and migrate them to the scoped key on first hit. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: update customer email handling and anonymization rules in supportmail-to-ticket skill * test: update audit trail to_date expectation for end-of-day timestamp Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>	2026-04-20 10:49:59 +02:00
Mattsson	04dbb31d7e	Salary module (#245) ... * feat: implement salary module with personnummer encryption, salary entries, tax tables, and AGI tracking - Added personnummer encryption and decryption functions for secure storage. - Created salary entries handling for journal entries including gross salary, tax withholding, and employer contributions. - Implemented tax table lookup functionality for calculating tax amounts based on monthly income. - Developed SQL migration for salary module including tables for payroll configuration, tax rates, employees, salary runs, salary run employees, salary line items, and AGI declarations. - Established row-level security policies for all new tables to ensure company-scoped access. * feat: add salary calculation modules for 2026 - Implemented engångsskatt calculation for one-time payments with tax brackets. - Added löneväxling functionality for salary sacrifice to pension, including employer savings and warnings. - Created pain.001 generator for salary batch payments in compliance with Swedish banking standards. - Developed PDF template for payslips, including detailed breakdowns and employer costs. - Generated seed data for Swedish tax tables for 2026, including SQL insert statements. - Implemented traktamente calculations for per diem and mileage allowances, adhering to Skatteverket regulations. - Added seed script for populating tax tables in the database. * feat: Update meal reduction percentages in traktamente calculation fix: Remove obsolete seed script for 2026 tax tables feat: Extend SalaryRunStatus type to include 'corrected' status feat: Implement KU10 XML generation endpoint for annual employee income statements feat: Add endpoint for creating corrections to booked salary runs feat: Implement endpoint for sending payslip PDFs to employees feat: Create KU10 XML generator for annual reporting feat: Add salary transaction matcher for auto-linking bank transactions to salary entries chore: Add database migration for salary correction support * feat: replace select elements with custom Select component for employment and salary types * feat: enhance salary calculations with pension entry and avgifter category support	2026-04-15 11:17:39 +02:00
Mattsson	bf36ebfd88	feat: booking template library with system templates and cross-company sharing (#235) ... * feat: implement viewer role permissions for bank transaction imports and connections * feat: add booking_template_library table with 30 system templates Three-level scoping (system/team/company), RLS policies for read/write/delete, and pre-seeded templates for EU reverse charge, tax account, private transfers, salary, representation, year-end, VAT netting, and bank/finance scenarios. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add template library types, helpers, and tests - BookingTemplateLibrary/Line/Category types in types/index.ts - applyTemplate() converts template lines + amount into form lines - Category labels, scope helpers for UI display - 8 unit tests for amount calculation, VAT, rounding, and scope detection Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add booking template CRUD, export, and import API routes - GET/POST/DELETE /api/settings/booking-templates (list, create, soft-delete) - PUT /api/settings/booking-templates/[id] (update non-system templates) - GET /api/settings/booking-templates/export (JSON download) - POST /api/settings/booking-templates/import (bulk import from JSON) All routes enforce auth, write permissions, and Zod validation. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add template picker UI and settings management panel - BookingTemplatePicker: dialog with search, category/entity-type filter, line preview, and amount input — integrated into JournalEntryForm - BookingTemplatesPanel: settings page with grouped templates (system/team/company), create dialog, export/import, soft-delete - Settings templates page now shows both booking and counterparty templates Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * Update supabase/migrations/20260413160000_booking_template_library.sql Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>	2026-04-14 09:42:14 +02:00