Commit Graph
853 Commits
Author SHA1 Message Date
Jakob Wennberg 954ce873a8 fix(transactions): confirm and allow undo on a counterparty booking (#1292)
Booking via "Tidigare motparter" ended on a bare setExitingIds().add(id): the
row animated out of the inbox and that was the entire feedback. No "Bokförd"
toast, no Ångra, no unbooked-count decrement, and the id was never removed from
exitingIds again, so an undo would have restored the row's data while leaving it
filtered out of the list.

Extracted runCategorize's success tail into one finishBooking() rather than
copying the toast into the counterparty branch: the counterparty path was
already a second, thinner implementation of it, which is why it drifted. Both
paths and the counterparty activate-and-retry go through it now, pinned by a
parity test.

Also fixed on the way:

- handleTransactionBooked (manual booking dialog / voucher match) never
  decremented the unbooked count, so the header read one too high until the
  next refetch. It deliberately gets no Ångra: its `matched` branch links the
  transaction to a PRE-EXISTING verifikat, and /uncategorize storno-reverses
  whatever journal_entry_id the transaction points at.
- The 350ms animation timer re-applied the booked shape unconditionally, so an
  Ångra resolving inside that window left the client claiming a journal_entry_id
  the server had already storno-reversed. A completed undo now wins.
- finishBooking cleared processingId unconditionally; scoped to the finished id
  so it cannot wipe an unrelated row's spinner.

No migrations.
2026-07-29 19:58:47 +02:00
Jakob Wennberg 198d3092c7 fix: counterparty template pick crashes the page (#1291)
Picking a suggestion under "Tidigare motparter" in Bokför transaktion replaced
the page with "Något gick fel". handleOpenTemplateReview built the review state
from `{ id, name_sv } as BookingTemplate`, so `template.debit_account` was
undefined, reached QuickReviewDialog's required `defaultAccount: string`, and
threw on `accountOverride.startsWith('2')` during the first render.

Typed the dialog's template prop as a narrow ReviewTemplate whose optional
fields are actually optional, so the cast disappears and the compiler owns this
class of bug. Also carries the counterparty's learned accounts and VAT (the
preview showed the category fallback, not what the server books) and decides
"is this a counterparty booking" from the template id rather than the presence
of a line_pattern (single-line templates got an account/VAT editor the
categorize route discards).

Five more page-crashes of the same shape, adversarially verified:

- suppliers/[id] and supplier-invoices/[id] passed the error envelope OBJECT as
  a toast description. The Toaster is a sibling of {children} in the ROOT
  layout, so that throw escapes both segment error boundaries onto global-error.
- components/reports/views wrote the same object into a useState<string | null>
  at 13 sites and rendered it bare.
- components/ui/toaster.tsx now coerces non-renderable values as a choke point.
- skattekonto read data.informationstext.length off Skatteverket's raw JSON,
  where the field is not required.
- TicWorkspace read profile.statuses.length off a persisted jsonb blob. 17 of 17
  prod rows predate the TIC v2 upgrade (#584) and lack the key, so that
  workspace was in the error boundary for every company that had opened it.

Plus hardening: formatCurrency coerces a null currency to SEK (prod has 0 NULL
across 28 416 transactions, so defense not a live bug) and cleanSignatory
returns [] for a missing description.

Verified by rendering the real dialog against a throwaway /sandbox route: the
pre-fix prop shape reproduces the exact error boundary, the fixed one renders
D: 6570 Bankavgifter / K: 1930 Företagskonto and the matching verifikat.

No migrations.
2026-07-29 19:20:25 +02:00
Jakob WennbergandClaude Fable 5 16f34fb214 fix(arcim): resolve OAuth redirect_uri identically in authorize and exchange (#1287)
* fix(arcim): resolve OAuth redirect_uri identically in authorize and exchange

The authorize leg honored the FORTNOX_REDIRECT_URI / VISMA_REDIRECT_URI
override while the token-exchange leg hardcoded the NEXT_PUBLIC_APP_URL
fallback. After the app-domain cutover (2026-07-21) the Fortnox env var
still pointed at app.gnubok.se while NEXT_PUBLIC_APP_URL moved to
app.accounted.se, so the two redirect_uri values differed and Fortnox
rejected every code exchange (RFC 6749 4.1.3). The failure was invisible:
the error popup posted its message from the old-domain origin, the
wizard's event.origin check dropped it, and the popup closed itself.

Both legs now resolve through one resolveArcimCallbackUrl() helper, and
the error popup stays open with the reason on screen so a dropped
postMessage can never again turn into "nothing happens".

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

* docs: log OAuth popup and redirect-uri rollout decisions

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-29 18:47:07 +02:00
Jakob WennbergandClaude Fable 5 ef25a87d75 feat(mcp): Tasks extension (io.modelcontextprotocol/tasks) (#1283)
* feat(mcp): speak spec revision 2026-07-28 (stateless core)

Adopt the 2026-07-28 MCP spec revision on the connector endpoint while
keeping every handshake-era client (2025-06-18 and earlier) byte-identical:

- Accept per-request _meta protocol negotiation
  (io.modelcontextprotocol/protocolVersion); unsupported versions return
  UnsupportedProtocolVersionError (-32022) with the supported list.
- Implement server/discover (spec MUST): supported revisions, capabilities
  including the extensions field, identity, instructions, freshness hints.
- Decorate results for stateless clients: required resultType, serverInfo
  in _meta, and CacheableResult ttlMs/cacheScope on tools/list,
  prompts/list, resources/list, resources/read.
- Validate the standard Mcp-Method/Mcp-Name request headers when present
  (HeaderMismatchError -32020); absence stays accepted.
- Declare the ratified MCP Apps extension (io.modelcontextprotocol/ui) in
  capabilities; the widgets already use the ratified mime type and
  _meta.ui.resourceUri shape, so no widget changes are needed.
- OAuth: include the RFC 9207 iss parameter on every authorization
  response (success and error) and advertise
  authorization_response_iss_parameter_supported in RFC 8414 metadata.

Resource-not-found already used -32602 and tools/list ordering was already
deterministic; both are covered by the new test file.

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

* feat(mcp): Tasks extension (io.modelcontextprotocol/tasks)

Durable handles for long-running MCP tool calls, per the official Tasks
extension. A client that declares the extension in its per-request
capabilities gets a CreateTaskResult (resultType: "task") immediately;
the work completes after the response via after() and lands in the new
mcp_tasks table for tasks/get polling. Clients that did not declare the
extension are never handed a task (spec MUST).

- New mcp_tasks table (migration 20260729094000): company-scoped SELECT
  RLS, service-role-only writes (mirrors pending_operations), 1-hour
  expiry, status lifecycle CHECK. pg-real coverage included; triaged as
  excluded in the full-archive backup contract (transient state).
- tasks/get (creator-scoped), tasks/cancel (cooperative, working-only
  flip), tasks/update (ack no-op: no input_required flows yet).
- Tool opt-in via shouldRunAsTask predicate; first producer is
  gnubok_audit_package, the one genuinely long-running blocking call
  (multi-minute ZIP generation). estimate_only stays synchronous.
- Tool failures complete the task with the standard isError envelope,
  exactly what the synchronous call would have returned; the failed
  status stays reserved for infrastructure errors.
- server/discover and initialize now advertise the tasks extension.

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

* fix(mcp): creator-only task RLS, enforced expiry sweep, RoPA entry

Compliance-swarm follow-ups on the mcp_tasks migration (editing the
migration is safe: it has not shipped beyond the ephemeral PR preview):

- SELECT RLS tightened from company-wide to auth.uid() = user_id so the
  DB grant matches the creator-scoped tasks/get contract; task results
  carry raw tool output (Art. 5(1)(c)). pg test now proves a same-company
  colleague cannot read the row.
- The 1-hour retention is now enforced, not aspirational: createMcpTask
  opportunistically deletes expired rows on every creation
  (idx_mcp_tasks_expires), best-effort (Art. 5(1)(e)).
- RoPA entry mcp.async_task_handles added to .compliance/ropa.yaml
  (Art. 30).

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

* fix(mcp): literal terminal-update payload for the phantom-column guard

The conditional spreads in resolveMcpTask made the payload unresolvable
for the no-phantom-columns guard (362 > 360 ceiling). A literal payload
writing null for absent terminal fields is equivalent here: the terminal
transition sets the complete terminal state.

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-29 18:15:06 +02:00
Jakob WennbergandClaude Fable 5 4501f118c2 feat(mcp): approval-queue MCP Apps widget for staged operations (#1278)
* feat(mcp): approval-queue MCP Apps widget for staged operations

gnubok_list_pending_operations(render_ui=true) now renders an interactive
approval queue (claude.ai / Claude Desktop) where the user approves or
rejects each staged operation with a click. High-risk operations arm the
approve button and the second click sends confirmed=true, so the BFL
5 kap 5 acknowledgment is a first-party human action instead of the
agent asserting confirmed=true on the user's behalf (the audit weakness
flagged in dev_docs/erpclaw_analysis.md).

- New widget ui://pending-operations/app.html following the established
  self-contained postMessage/JSON-RPC pattern (no fetch, theme-aware,
  Swedish labels, expandable preview_data per row).
- Result-level _meta.ui hint gated on render_ui=true, mirroring the VAT
  report wiring; the tool stays data-only by default.
- Widget tool references project per namespace (accounted_* clients see
  accounted_ names inside the HTML).
- tools/list payload ceiling 58K -> 58.5K per the in-test convention:
  prose trimmed to the floor first, remainder is wire contract.

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

* fix(mcp): time out the widget RPC bridge so a silent host cannot strand a row

Review follow-up: sendRequest never settled if the host dropped a
response, leaving op._working=true forever with the approve/reject
buttons gone. A 30s timeout rejects the promise; the existing catch
paths restore the row with an error message so the user can retry.

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-29 18:02:17 +02:00
Jakob WennbergandClaude Fable 5 dc5aea4a35 feat(mcp): speak spec revision 2026-07-28 (stateless core) (#1277)
* feat(mcp): speak spec revision 2026-07-28 (stateless core)

Adopt the 2026-07-28 MCP spec revision on the connector endpoint while
keeping every handshake-era client (2025-06-18 and earlier) byte-identical:

- Accept per-request _meta protocol negotiation
  (io.modelcontextprotocol/protocolVersion); unsupported versions return
  UnsupportedProtocolVersionError (-32022) with the supported list.
- Implement server/discover (spec MUST): supported revisions, capabilities
  including the extensions field, identity, instructions, freshness hints.
- Decorate results for stateless clients: required resultType, serverInfo
  in _meta, and CacheableResult ttlMs/cacheScope on tools/list,
  prompts/list, resources/list, resources/read.
- Validate the standard Mcp-Method/Mcp-Name request headers when present
  (HeaderMismatchError -32020); absence stays accepted.
- Declare the ratified MCP Apps extension (io.modelcontextprotocol/ui) in
  capabilities; the widgets already use the ratified mime type and
  _meta.ui.resourceUri shape, so no widget changes are needed.
- OAuth: include the RFC 9207 iss parameter on every authorization
  response (success and error) and advertise
  authorization_response_iss_parameter_supported in RFC 8414 metadata.

Resource-not-found already used -32602 and tools/list ordering was already
deterministic; both are covered by the new test file.

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

* fix(mcp): Mcp-Name covers params.uri, base64 sentinel, version-header consistency

Review follow-ups against the transport spec text: Mcp-Name mirrors
params.name OR params.uri (resources/read), values arrive base64-wrapped
in the =?base64?...?= sentinel and must be decoded before comparison, and
an MCP-Protocol-Version header that disagrees with the _meta protocol
version is a HeaderMismatch. Absence of any header stays accepted since
this server supports handshake-era clients (spec-sanctioned leniency).

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-29 18:02:05 +02:00
MattssonandClaude Opus 5 3bbf2a051b Fix/bank sync bas (#1284)
* fix(year-end): stop revaluing FX items that were not on the balance sheet

The year-end close ran currency revaluation as an unconditional step before
the irreversible close, and the revaluation queried LIVE open invoices with
no date scoping. An invoice issued after balansdagen, settled before it, or
never booked at all was therefore revalued into the year being closed,
writing down a 1510/2440 that stood at zero. Because the entry lands inside
the same run that closes the period, the only remedy left was a rattelse in
the following year.

The population is now measured as of balansdagen, reusing the reconstruction
the reskontra reports already use (fetchPaymentsAsOf / outstandingAsOf): the
invoice_date ceiling is unconditional (post-dated invoices make the bug
reachable for a current period too) and the widening to 'paid' applies only
to a historical date, where a since-settled invoice was still open then.

Rows that carry no balance-sheet exposure are skipped per row rather than per
company: an unbooked registration is not on 1510/2440. Deliberately NOT keyed
on accounting_method, since BFL 5 kap 2 § 3 st requires kontantmetoden
companies to book their outstanding fordringar/skulder at balansdagen, and
those converted rows are genuine exposure that ARL 4 kap. 13 § must value.

The readiness warning stays ungated on purpose: an unbooked FX row is exactly
what deserves a warning, because /book still posts it into the year about to
close and lockPeriod/closePeriod then removes that remedy for good.

The wizard preview now lists the per-invoice revaluation rows it will post
instead of three aggregate numbers, so the user approves line-level content
before the close.

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

* fix(bookkeeping): reach accounts outside BAS 2026 from a verifikat rattelse

A user could not move a verifikat line to konto 8022: the picker reported no
such account and offered no way forward. 8022 was dropped from BAS 2026 (it
is in BAS 2018), so it is a legitimate company-specific underkonto rather
than a catalog gap. Verified against the official bas.se kontoplan that our
BAS reference already matches BAS 2026, so 8022 is deliberately NOT added to
it: seeding a retired account would push it onto every company.

StrikeLinesDialog and CorrectionEntryDialog were the only account pickers in
the app that never passed onCreateAccount, so their combobox rendered a dead
empty state. Both now open AddAccountDialog prefilled, then refetch the chart
and select the new account on the initiating line, leaving the half-finished
rattelse intact.

AccountCombobox closed its dropdown on the fourth digit of any committed
number, which hid the empty state before it was ever painted and made the
create affordance unreachable for exactly the numbers that need it. It now
closes only when the number matches something, so focus still advances to the
belopp field for real accounts.

No change to posting rules: correct_entry_lines_inline validates chart
membership, not BAS membership, and account creation already required the
same write role.

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

* fix(vacation): adjust vacation accrual calculations for mid-year hires and update related logic

---------

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-07-29 13:28:51 +02:00
Jakob WennbergandClaude Opus 5 108f348c84 refactor(motion): retime content entry, stop the double and one-frame animations (#1282)
The stagger is the standard content entry on every migrated page
(convention 11), so its budget matters more than any single surface. It ran
500ms per item in 80ms steps, putting the 10th row at 1220ms against a
300ms UI budget, and it only defined delays for children 1-10: on any list
longer than ten rows, children 11+ inherited delay 0 and arrived BEFORE the
middle of the list. Now 300ms per item in 40ms steps with the delay capped
at 360ms, so the tail lands at ~660ms instead of ~1220ms.

The cap is on the delay, never on the animation: the `both` fill holds a
child at opacity 0 until its delay elapses, so excluding rows 11+ from the
animation would paint them while rows 1-10 were still invisible.

Adds --ease-emphasized (the strong ease-out) rather than retiming
--ease-out, which is unlayered in :root and therefore shadows Tailwind's
own token: changing it would retime every ease-out utility in the app.

Foldout rows in JournalEntryList, periodiseringar and TransactionInboxCard
sit directly inside a staggered tbody, so expanding a verifikat fired the
inherited slideUp (with an invisible pre-roll of up to 320ms) on top of the
foldout's own transition. They opt out via data-no-stagger.

Also: the confirmed match on Hem faded at full height and then vanished in
one frame, jumping everything below it 52px; it now grid-collapses over
200ms with the gap inside the collapsing area. The assistant sheet slid
nothing while the page panel animated 300ms to make room for it; it now
arrives along the same edge on the same curve, gated to first mount so
re-expanding a collapsed session stays instant. Chat history no longer
replays 20 simultaneous 500ms page-entry slides on resume: only genuinely
new messages animate. Payroll wizard segments transition their colour.

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-07-29 12:35:32 +02:00
Jakob WennbergandClaude Opus 5 3d02a74147 refactor(ui): system hygiene sweep from the UI craft audit (#1281)
Raw palette: SalaryCalendar was the only file in the salary cluster still
on bg-red-100 / text-amber-800 style classes, with zero dark: variants, so
every absence pill rendered paper-white on a near-black page. All 30 are
now alpha-over-token on the semantic scale, which needs no dark: variant
(the approach badge.tsx already takes). Eight absence types share four
tones, so fill carries a second axis: filled vs outlined separates the
types whose Lucide icon is identical (Heart is parental, pregnancy and
care_relative; Activity is study and other_leave).

Primitives:
- select and dropdown-menu now scale from their trigger via the Radix
  transform-origin variables instead of from their own middle. Dialog stays
  centred: modals are not anchored to a trigger.
- toast used fade-out-80, the one animate-* class with no @utility in
  globals.css, so --tw-exit-opacity fell back to 1 and the toast slid away
  at full opacity. Enter and exit now also share one path per breakpoint
  (top on mobile where the viewport is a full-width bar, right on desktop
  where it is a corner card) using max-sm:/sm: rather than stacking both,
  which would have produced a diagonal.
- slide-over exited on ease-in, which delays the moment the user has
  already decided to leave; it enters on the drawer curve and now leaves
  on it too.
- progress animated transition-all where only transform changes.
- One app-wide TooltipProvider in the root layout. skipDelayDuration is
  provider-scoped, so a provider per instance meant the grace window could
  never fire and every account number in a huvudbok re-paid the full 200ms.

Also: nine hand-rolled animate-pulse placeholders in three different greys
to the Skeleton primitive, 25 CardTitle text-lg to the locked text-base,
two always-on chips to muted text (a chip on every row is not an
exception), the three extensions titles onto the display face, the help
filter chips onto pill geometry, and the dead border-border/60 on the
/import row.

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-07-29 12:33:40 +02:00
Jakob WennbergandClaude Opus 5 bc5c673f7d fix(ui): reach touch-only actions, confirm before posting, drop a dead ring (#1280)
* fix(ui): reach touch-only actions, confirm before posting, drop a dead ring

Three defects from the UI craft audit where the interface is wrong, not
just inconsistent.

Unreachable on touch: 'Markera klar' on deadlines and the bulk-select
checkbox on /pending were 'opacity-0 group-hover:opacity-100'. Coarse
pointers never fire hover and DeadlineForm has no completion control, so
on a phone there was no way to mark a deadline done at all. Factored the
reveal into HOVER_REVEAL_CLASS, which adds pointer-coarse:opacity-100.

Unguarded ledger writes: 'Bokför' on the journal-entry detail page and on
the invoice detail page posted an immutable verifikat on one click, one
screen after the list confirmed the identical action. Both now open a
ConfirmDialog describing the outcome up front (convention 10), reusing
the list's indicative voucher-number prefetch.

Dead ring: SummaryCard emitted ring-1 ring-primary/40 and ring-1
ring-warning/40 on the same element, so the two set the same custom
property and one silently lost. The override is an exception, so it is a
Badge now (conventions 5 and 12).

Also corrects the design.md primitives table, which named ui/table.tsx as
the data-table primitive while 17 files use ui/dry-table.tsx; building a
list page from the documented row produced ~15% taller rows and a
different hover tint, which had already happened twice.

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

* fix(ui): let the post-confirm dialog close after a successful commit

ConfirmDialog calls onOpenChange(false) immediately after `await onConfirm()`
resolves, but handleCommit/handleBook clear their in-flight flag in a
`finally` block, so the guard's closure still saw isCommitting/isUpdating as
true and swallowed the close: the dialog would sit open over a booking that
had already succeeded.

The guard was redundant as well as wrong. ConfirmDialog already blocks
Radix-initiated closes while pending, via `onOpenChange={(next) => !pending
&& onOpenChange(next)}` on the Dialog itself. Passing the setter directly
matches every other dialog on both pages.

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

---------

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-07-29 12:33:36 +02:00
Jakob WennbergandClaude Opus 5 8571f9235b chore(skills): retire generic design skills superseded by emilkowalski/skills (#1279)
mobile-ux-core triggers on *.dart / *.swift / *Activity.kt, paths that do
not exist in this repo, and its guidance is covered by design.md's
accessibility section. scout-design filed Linear tickets while this project
files GitHub issues; loop-design-scan is the same scan with the right
output, so its sibling cross-reference is updated too.

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-07-29 12:33:30 +02:00
Jakob WennbergandClaude Fable 5 0df05c83c6 fix(email): calm, correctly-signed consent expiry notification (#1276)
* fix(email): calm, correctly-signed consent expiry notification

The consent expiry email was signed with the recipient's own company
name instead of the app, used red alarm chrome (header pill + button),
and never said why the recipient got it. After the #1271 health probe
drained a backlog of 25 dead sessions in one 05:00 cron run, that
design read as phishing to a batch of users at once.

- Sign off as the app; the company the connection belongs to moves
  into a details row and the why-did-I-get-this footer
- Drop all red/orange chrome; neutral editorial layout, pill button
- Explain that PSD2 consent expiry is routine and that no data is lost
- Show the destination URL as plain text next to the button
- Calmer subjects (renewal framing instead of 'synkronisering stoppad')
- Reply-to support instead of dead-ending at noreply
- Add template tests (was untested)

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

* fix(enable-banking): pause consent expiry emails behind env flag

Founder call 2026-07-29: the in-app surfaces already flag a dead
connection, so the cron email adds noise. Status transitions keep
running; set BANK_CONSENT_EXPIRY_EMAILS=true to resume sending.

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-29 10:20:17 +02:00
Jakob WennbergandClaude Fable 5 80a14ddfd2 feat(mcp): dimension parity for the write/read tool edges (#1274)
Closes the MCP dimension gaps found in the 2026-07-28 audit:

- gnubok_bulk_book_inbox_items accepts a shared dimensions bag through
  all three layers (tool schema + BulkBookInboxSchema + categorize-core
  BulkBookInboxInput), resolve-don't-select with echoed resolutions; the
  web inbox bulk-book route and the pending-op executor inherit it via
  the shared schema.
- gnubok_create_employee / gnubok_update_employee accept
  default_dimensions (names resolve to codes; {} clears on update).
  The command layer already persisted the field: only the MCP boundary
  blocked it, leaving payroll tagging dashboard-only.
- gnubok_query_journal: dimensions bag filter (jsonb containment via
  the GIN index, covers custom dims the legacy project/cost_center
  filters cannot) + include_dimensions to return each line's bag.
  The wide full-match fetch stays dims-free unless something needs it.
- gnubok_list_invoices / gnubok_list_supplier_invoices return
  default_dimensions (agents could set invoice bags but never read
  them back).
- Discoverability: create_voucher, categorize_transaction,
  correct_entry, update_invoice descriptions now name dimensions;
  categorize_month and invoice_run loadouts include
  gnubok_list_dimensions. Trimmed new schema prose to stay under the
  tools/list payload budget.

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-29 09:39:53 +02:00
Jakob WennbergandClaude Fable 5 222e581476 feat(categorize): dimension bags end-to-end + runtime template learning (#1273)
* feat(categorize): dimension bags end-to-end + runtime template learning

The categorize path could not tag: categorize-core accepted a dimensions
bag but no route or UI ever passed one, and runtime template learning
dropped the bag entirely (only SIE import produced dimension-carrying
patterns).

- CategorizeTransactionSchema gains dimensions; the dashboard route, v1
  single and v1 batch-categorize apply it to the mapping result's
  business lines (explicit bag wins over a learned counterparty bag).
- categorization_templates.default_dimensions (migration 20260728091000)
  records the bag of the latest tagged booking; latest-explicit-wins, an
  untagged booking never erases it. Applied on the legacy single-line
  template path and the mirrored-refund path; multi-line SIE patterns
  keep their authoritative per-entry bags.
- QuickReviewDialog gets a LineDimensionFields picker (dimensions_enabled
  gate, same as BulkBookDialog), prefilled from the counterparty
  suggestion's learned bag; hidden for multi-line patterns whose per-line
  bags would ignore an edit.

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

* Renumber migration above 20260728120000 (out-of-order vs prod after #1271)

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-29 09:39:23 +02:00
Jakob WennbergandClaude Fable 5 951b33363b feat(recurring): carry dimension bags on recurring invoice schedules (#1272)
Schedules and their template items now store {sie_dim_no: code} bags
(default_dimensions / dimensions), and the cron generator copies them
onto every spawned invoice + item, so recurring invoices book with the
same projekt/kostnadsstalle tags a manual invoice would. Wired through
the web CRUD routes, the staged-operation executors, and the MCP
create/update/list schedule tools (resolve-don't-select, resolutions
echoed in the preview).

Migration 20260728090000 adds the two jsonb columns (same shape+CHECK
as invoices/invoice_items, PR7 producer parity).

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-29 09:38:52 +02:00
65c6d4c178 Fix/07 27 (#1271)
* fix(enable-banking): keep bank account mappings across reconnects and surface dead sessions

A PSD2 reconnect silently moved the user's ledger mapping. Account identity
came from the provider's account uid, which does not survive a
re-authorization at every ASPSP, and a fresh connect to an already-connected
bank mints a new bank_connections row regardless. Both paths looked like "an
account we have never seen", so the allocator handed out the next free 19xx
slot and a 1930/1940/1941 mapping came back as 1942-1946 on every consent
renewal, roughly quarterly per connection.

Match on the IBAN instead. resolvePsd2LedgerAccount() finds the existing
cash_accounts row by normalized IBAN before allocating, and upsertFromPsd2
promotes that row in place rather than inserting a second one, so it keeps its
id and its linked transactions and is re-pointed at the connection that just
authorized. The previous holder's connection status is deliberately ignored:
one IBAN is one physical account, and the old row often still reads 'active'
because the bank killed the session without telling us.

The allocator also stopped treating a 19xx number as free just because no
cash_accounts row holds it. A chart imported from SIE carries the company's
real bank accounts by name with no PSD2 row behind them, which is how a SEK
company account got proposed as an unrelated brokerage account. Overflow now
skips chart-occupied numbers, falling back only when nothing unnamed is left.

Dead connections kept rendering as "Aktiv": status only ever changed when a
transaction fetch failed, so a session killed bank-side stayed healthy-looking
with a stale last_synced_at while the user read old balances as current. Add
probeSessionHealth() and run it in the daily cron over every connection that
run did not prove alive, including the ones the loop skips silently
(capability gate, all accounts deselected) and the ones parked in
pending_selection that the cron never looked at. It acts only on a definite
dead answer; anything ambiguous leaves the row alone, since a wrong flip costs
a full BankID re-authorization. The all-accounts-deselected branch is
reclassified 'synced' to 'skipped' for the same reason: it never contacts the
bank, so it must not count as proof of life. The settings row warns when an
active connection has not synced in three days or has never synced.

Which company a connection belongs to was invisible. Everything was already
scoped to ctx.companyId, so there was no cross-tenant leak, but a bank
authorized while the wrong company was active looked identical to the right
one. Name the company on the connect surface and in the account picker, and
say where the connection went when the callback lands under a different active
company. Warn (bypassably) before authorizing a bank where the same user
already holds live connections in other companies: several ASPSPs allow one
active AIS session per login, so the new authorization can kill the others.

The history start date already defaulted to the fiscal-year start; the card
above it recommended a mid-year date and contradicted the selected option. It
now states the fact and offers the shortcut without presenting it as advice.

Not addressed: sharing one PSD2 session across companies. company_id is the
tenancy anchor on bank_connections and cash_accounts hangs off
(company_id, bank_connection_id), so that needs the session to become its own
entity. See DECISIONS.md.

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

* fix(supplier-invoices): show the posted line description in the voucher preview

The "Verifikation som bokförs" preview built its expense debit lines with
description set to the raw account number, so the BESKRIVNING column showed
"5615" or "6990" where the posted verifikat actually says "Leverantörsfaktura
123, ACME AB". A hardcoded 11-entry ACCOUNT_LABELS map masked this for
2440/2641/26xx, which is why the column read as a mix of friendly labels and
bare account numbers, neither of which was the posted text.

The preview now renders exactly the line_description the engine writes: the
shared invoice-level text on expense lines and 2440, "Ingående moms {rate}%
{desc}" on 2641, and the reverse-charge pair taken straight from
generateReverseChargeLines instead of being re-derived locally.
buildSupplierDescription moves into its own dependency-free module so the
client-side preview can call it without pulling the journal engine (and its
Supabase server client) into the browser bundle. The account name stays
reachable on the AccountNumber hover card.

Picked option A from the issue, keeping the fixed invoice-level description
rather than propagating each item's own text: the customer-invoice side
already writes invoice-level descriptions, so per-item text would create an
inconsistency between the two invoice sides rather than remove one, and it
would need an aggregation-collision policy in the journal engine. Rationale
recorded in DECISIONS.md.

Refs #1258

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

* fix(bookkeeping): restore the copy icon on verifikat rows

The row-language rewrite in #1123 reused the copy icon's slot for the new
expand toggle, removing the zero-click copy affordance from the bookkeeping
list without mentioning it. The leftover orphaned copy_voucher_tooltip key
in both message files is what identifies it as collateral rather than a
product decision.

Restore a copy icon in the row's right-edge action cell, reusing that key
for aria-label and title. stopPropagation keeps the click off the row's
expand toggle. The icon is hover-revealed on md+ and always visible below
it: #1123 collapsed the desktop table and the mobile card into one
responsive table, so hover-only would leave touch users with nothing.

Copy is no longer gated on posted. The copy_from handler and the GET
journal-entries route never looked at status, so copying a draft already
worked end-to-end and only the detail-page button hid it; the two list
surfaces were already ungated. Both list affordances now respect canWrite,
which previously dropped read-only users into a dialog they could not
submit.

The repo does not render components in tests, which is why #1123 removed
this silently. Pin the source shape instead, the same way the copy-invoice
query is pinned.

Closes #1266

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

* fix(transactions): revalidate stale invoice match pointers before offering a match

potential_invoice_id / potential_supplier_invoice_id are written once, at bank
import, and never revisited. When one of several identical recurring invoices
was settled by a different transaction, every other transaction kept pointing
at the now fully paid invoice. The match dialog then measured the bank amount
against a 0 kr remaining balance and reported a "Beloppen skiljer sig ...
fakturan blir delbetald" partial payment, and the worklist offered the same
dead suggestion as a one-click confirm row.

Worse, the manual escape hatch was hidden exactly when it was needed:
TransactionInboxCard only shows "Matcha mot leverantörsfaktura" when no
suggestion exists, so a stale pointer left the user with no way at all to
reach the correct invoice.

Fixed by revalidating at read time rather than by clearing sibling pointers on
settle. Invoices are settled through many paths (both match routes, mark-paid,
MCP, bank reconciliation, SIE import), so write-time cleanup leaks the moment
one is missed, while the candidate lookup covers every route into the list.
The shared accept-lists in lib/invoices/matchable-statuses.ts mirror the CAS
guards the match routes already enforce.

  - listSuggestedMatches and the transactions page candidate fetch filter on
    status + remaining_amount, so a settled candidate yields no suggestion and
    the manual picker reappears on its own.
  - InvoiceMatchDialog blocks a settled target with a distinct message and a
    disabled confirm. Not advisory: both routes reject it outright with
    MATCH_INVOICE_ALREADY_PAID / MATCH_SI_ALREADY_PAID, so no override could
    succeed.
  - The supplier detail card now shows remaining_amount like the customer
    branch, instead of total. On a partially paid invoice it used to print
    "1 250 kr" directly beside "Differens: 1 250 kr".
  - match-supplier-invoice clears potential_supplier_invoice_id on the
    transaction it just matched, mirroring the customer route.

No bookkeeping was ever at risk: both routes already refused a settled target
before creating a voucher. The damage was confined to a misleading dialog and
a dead end.

createQueuedMockSupabase gains passive call recording (calls / findCall /
findCalls) because the proxy swallowed filter and update arguments, which made
the new assertions inexpressible.

Refs #1259, #1260

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

* feat(webhooks): dispatch on emit instead of waiting for the next cron tick (#1256)

* feat(webhooks): dispatch on emit instead of waiting for the next cron tick

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

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

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

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

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

Refs #1201

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

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

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

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

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

Refs #1201

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

---------

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

* fix(bokslut): add bokslut-flow depreciation (78xx) back to the bolagsskatt base (#1253)

* fix(bokslut): add bokslut-flow depreciation (78xx) back to the bolagsskatt base

sumPostedYearEndDispositions reconstructs resultat fore skatt for the tax
calculation, because generateIncomeStatement excludes every
source_type='year_end' entry. It summed class 88 and 7533 but not 78xx, so
planenlig avskrivning posted by the bokslut flow
(lib/bokslut/assets/depreciation-engine.ts) was dropped from the income
statement and never added back. The bolagsskatt base and the
periodiseringsfond 25 % cap were therefore computed on an overstated result:
tax too high by roughly 20.6 % of the depreciation.

Also exclude the period's final bokslutsverifikation from the fetch. It
carries source_type='year_end' as well and reverses every P&L account,
78xx/88xx/7533 included (verified against production closing entries), so
once the year is closed it would cancel the add-back this function exists to
produce. That hazard already applied to 88xx and 7533; the fix closes it for
all three rather than widening it.

Scope is deliberately the tax base only. Making the standalone
resultatrakning show bokslut entries is a separate, larger change: the same
exclusion is duplicated in the kpi_report_aggregates RPC, it moves displayed
profit for every company that ran the bokslut flow, and it means removing
the add-back at four call sites.

Refs #1051

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

* fix(bokslut): scope the closing-entry lookup to the company and fail loudly

Review (CodeRabbit + the compliance swarm, ASVS V8.2.1) flagged the new
fiscal_periods read in sumPostedYearEndDispositions on two counts, both fair.

It filtered only on the period id while every sibling query in the same
function carries the tenant scope. Primary key or not, service-role paths
have no RLS to fall back on and the repo's rule is to filter company_id
explicitly, so it now does.

It also discarded the query error. That mattered more than it looks: a failed
read fell through to closingEntryId = null, which silently re-admits the
closing verifikat's 78xx/88xx reversals and understates the tax base, i.e.
exactly the failure this lookup was added to prevent. It now throws, and the
surrounding catch turns it into the existing 'Failed to read posted
dispositions' error. A wrong bolagsskatt is worse than a loud failure.

Two regression tests: the lookup carries both eq filters, and a lookup
failure propagates instead of degrading to a wrong number.

Refs #1051

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

---------

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

* fix(storage): drop the client-side DELETE policy on the documents bucket (#1254)

* fix(storage): drop the client-side DELETE policy on the documents bucket

20240101000024 documents this bucket as WORM: "No UPDATE or DELETE policies".
That described the repo, not production. Production carries a
users_delete_own_documents policy that exists in no migration file:

  FOR DELETE TO authenticated
  USING (bucket_id = 'documents'
         AND (storage.foldername(name))[2] = auth.uid()::text)

Under it, the uploading user can delete the storage bytes of any document
they uploaded under the legacy documents/{userId}/... layout, using nothing
but their normal browser token. That includes documents linked to a posted
verifikat, which are rakenskapsinformation under the BFL 7 kap 2 § seven-year
retention duty. deleteDocument()'s linked-check and the
block_document_deletion() trigger both guard the document_attachments ROW,
not the object: the row survives, still pointing at a file that is gone.

Reproduced against a local replay of the full migration stream: with the
policy present the uploader's own DELETE removes the object; with it dropped
the same statement matches zero rows. Company-scoped keys were never exposed
(their second path segment is the company id, not auth.uid()), so this only
ever reached the legacy layout, which is where most documents still live.

Safe because every in-app remove() on this bucket already runs on the service
role, covered by service_role_all_documents.

Deliberately narrow: users_read_own_documents and users_upload_own_documents
stay. The Phase B backfill from 20260726092000 has not run, so dropping the
legacy SELECT policy now would make existing documents unreadable. That is
Phase C.

The pg-real test asserts no DELETE and no UPDATE policy over the bucket under
ANY name: the hole arrived under a name this repo never used, so pinning a
name would not have caught it.

Refs #1208

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

* test(storage): make the WORM ratchet see FOR ALL and WITH CHECK policies

Review caught two blind spots in the ratchet, both fair. It matched only
polcmd 'd' and 'w', but polcmd '*' (FOR ALL) grants DELETE and UPDATE just as
effectively, and FOR ALL is the shape the one legitimate policy on this table
already uses, so a hostile one would look unremarkable in the catalogue. It
also read only polqual, so an UPDATE policy carrying its bucket restriction in
WITH CHECK was invisible.

Both assertions now run through one helper that covers d/w/*, concatenates
USING and WITH CHECK, and filters by grantee so service_role_all_documents
(how the application does its authorized deletes) is excluded while every
client-reachable role is not. A policy granted to PUBLIC has an empty
polroles, which is the most permissive case there is, so it is treated as
client-reachable rather than as "no roles".

Matching on the substring rather than the exact `bucket_id = 'documents'`
shape pg_get_expr emits today: a policy written as bucket_id::text or with the
comparison reversed would slip past a stricter match, and for a WORM ratchet a
false alarm is cheap while a silent hole is not.

Adds a probe case that creates a FOR ALL policy and asserts the helper sees
it, so the main assertion cannot pass vacuously. That case earned its keep
immediately: it caught that node-postgres hands back a raw string for a name[]
column, so the role filter needed rolname::text to work at all.

Verified against a local replay of the full migration stream: red with the
original prod FOR DELETE policy present, red with a FOR ALL probe, green
without either. Full pg-real suite 933 passed.

Refs #1208

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

* test(storage): catch a destructive policy that names no bucket at all

Adversarial review of the previous commit found the ratchet still failed
open, and reproduced it: a policy with no bucket_id predicate covers EVERY
bucket, documents included, so gating on the bucket name discarded exactly
the widest hole. The concrete shape is Supabase's own stock "Enable delete for
users based on user_id" template, USING (auth.uid() = owner), which is the
single most likely form of a future dashboard edit.

A destructive policy is now in scope unless it provably cannot reach this
bucket, i.e. only a bucket_id predicate naming some other bucket exempts it.

The behavioural assertions had the matching blind spot: fixtures were seeded
without an owner, so an owner-based policy matched NULL and the DELETE
reported 0 rows for the wrong reason. Objects now carry an owner the way
storage-api stamps them in production, so those tests fail loudly instead of
passing by accident.

Two probes pin both directions: a bucketless policy must be reported (and is
shown to really permit the delete), and a policy scoped to another bucket must
not be, so the ratchet cannot start crying wolf on receipts or sie-files and
get switched off.

Verified against a local replay of the full migration stream: red with the
stock bucketless template installed, green without it. Full pg-real suite 935
passed.

Refs #1208

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

---------

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

* fix(kontoplan): make a deactivated account reachable again (#1262)

is_active=false read as "does not exist" on every read path but as "exists"
on the (company_id, account_number) unique constraint, so a deactivated
account vanished from the kontoplan with no way back and re-creating it
answered "Kontonummer X finns redan i din kontoplan."

The write side was already correct: POST /accounts/activate has a
toReactivate branch and PUT /accounts/[number] accepts is_active:true.
Both were simply unreachable, so this opens routes to them rather than
relaxing the read filters, which are load-bearing for
AccountsNotInChartError.

- Kontoplan gets a "Visa inaktiva" filter; inactive rows carry an "Inaktiv"
  chip and the existing per-row switch reactivates them in one click.
- Deactivating an account that has posted lines now warns first, using the
  usage count already loaded for the Verifikat column.
- POST /accounts distinguishes the two collisions and returns the new
  ACCOUNT_EXISTS_INACTIVE code; AddAccountDialog offers "Aktivera kontot
  istallet" rather than a dead-end 409. The stored account is left exactly
  as it was; values typed into the failed create form are not applied.
- bas-lookup consults the company's own chart before the static BAS
  reference, so a deactivated custom account reads as known and
  "Aktivera och bokfor" is no longer disabled for it. New in_chart /
  is_active fields let callers tell "will be added" from "will be revived".
- BAS-katalog stops showing "Aktiverat" for an account the company holds
  but has deactivated; it falls through to a relabelled Aktivera button,
  and the per-class counts follow.

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

* fix(supplier-invoices): flag foreign 0 % lines with reverse charge switched off (#1255)

* fix(supplier-invoices): flag foreign 0 % lines with reverse charge switched off

A foreign supplier charging no Swedish VAT is normally omvand
skattskyldighet. With the reverse-charge switch off,
createSupplierInvoiceRegistrationEntry emits neither the 26x4 output leg nor
the 44xx/45xx basis lines, so ruta 20-24, 30-32 and 48 all stay empty and the
momsdeklaration takes a shape Skatteverket rejects. For a fully deductible
purchase the net moms att betala is unchanged, which is exactly why this goes
unnoticed. The form already auto-ticks reverse charge for eu_business but not
for non_eu_business, so that path slips through silently.

Adds a pure helper plus a non-blocking banner cloned from the existing
rc_account_warning block. Deliberately silent for swedish_business, where 0 %
is a genuine exemption that belongs in no ruta at all, and phrased as a
question rather than an assertion: a non-EU goods purchase cleared at customs
is legitimately 0 % without reverse charge, and pushing that user into
ticking the switch would manufacture a new wrong verifikat.

Does not add the exempt/import/other picker the issue proposes:
supplier_invoices.vat_treatment is metadata that no booking or ruta mapping
reads, and the codebase cannot book import VAT at all, so an import option
would imply ruta 50/60 were handled when they are not.

Refs #1042

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

* fix(supplier-invoices): name the local-VAT case in the foreign 0 % hint

Review flagged that the most common foreign document a Swedish small company
sees is an invoice carrying the supplier's OWN local VAT, booked at 0 %
Swedish VAT with reverse charge correctly off. The banner fires there, and
the previous copy only offered "momsfri av annat skal, till exempel en
varuimport" as the way out, which does not describe that invoice at all: it
is not VAT-free, it carries foreign VAT.

Names both legitimate cases explicitly and says 0 % is correct in them, so
the hint cannot read as an instruction to tick reverse charge on a purchase
where that would produce a wrong verifikat. Title also narrowed to "utan
svensk moms" for the same reason.

Refs #1042

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

---------

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

* feat(sandbox): call the sandbox assistant Assistenten, not Anna (#1244)

A named persona earns its name once someone has been through onboarding and
chosen it: it is their assistant and they named it. Nobody in the sandbox chose
anything, so a first name reads as a character the product invented and implies
a relationship the visitor never opted into.

Both halves move together, which is the point. profile_summary is the agent's
own self-description inside the system prompt, so leaving it as "Du är Anna"
would have the header say one thing while the assistant introduces itself as
another in its first sentence. Nothing else in the stack checks that pairing,
so a test now does.

Scope: this changes the seed, so new sandbox companies get the new name. The
483 sandbox profiles already seeded keep 'Anna' (the seeder returns early once a
profile exists, and its caller only runs while verified_at is null). Backfilling
those is a production write on demo data and is being raised separately rather
than smuggled into a code change.

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>

* feat(reports): show the last posted voucher per series in report headers

Adds a "Senaste bokforda verifikat: A 214, B 37" line to the balans- and
resultatrapport, so a printed or exported report answers which vouchers are
actually in it rather than only which dates it spans (#1267).

Reads MAX(voucher_number) over posted entries, never
voucher_sequences.last_number. The sequence counter is an allocation
high-water mark that drifts from the books in both directions:
next_voucher_number burns a number when the follow-up insert fails,
delete_last_voucher decrements by one instead of resetting to the new MAX,
and pre-RPC SIE imports left it behind. Since the point of the line is
avstamning, an allocated number would send a reconciler chasing a gap that
does not exist, so the label says plainly that the number is the posted one.

Scoped to the report own date range, so a Q1 report printed in November says
something true about Q1. The balansrapport keeps the fiscal-year start as its
lower bound because it accumulates. Skipped on a dimension-filtered
resultatrapport: that report already discloses it is partial, and an
unfiltered voucher range beside a filtered result invites the wrong
conclusion.

Populated in both engines, so the JSON, PDF and XLSX routes all inherit it
without signature changes. Best-effort: a header nicety never breaks a
report. The pure formatter lives in its own module so the client view does
not pull the Supabase query path into the browser bundle. No new i18n keys;
both report views and the PDF template are hard-coded Swedish per the
"stays Swedish" report surfaces in .claude/rules/i18n.md.

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

* fix(customers): stop rendering personnummer ciphertext, make unreadable rows editable, add a reveal path (#1263)

customers.personal_number holds AES-256-GCM ciphertext (20260726110000).
Three defects compounded into one broken surface for private customers.

The list queried Supabase from the browser with select('*') and rendered the
raw value, 76-82 chars of hex, into the nowrap identifier cell. It now reads
GET /api/customers, which already masks every row, so the ciphertext never
leaves the server. Searching by personnummer works again: the client filter
had been matching against ciphertext and could never hit.

A row whose value cannot be decrypted renders as the placeholder
'********-????'. None of the three mask checks recognised it, each having its
own '-1234'-only copy, so such a customer could not be edited in ANY field:
name and address edits 400'd on a personnummer the user had no way to
correct. All three now share one pattern from the new crypto-free
lib/customers/mask-personal-number.ts, which the client form can import.
Typing a fresh personnummer overwrites the unreadable value, which is the
only repair possible: the rejected writes failed whole INSERTs, so there is
nothing to backfill.

The value was write-only by construction. GET
/api/customers/{id}/personal-number is the deliberate drill-in, mirroring the
employee convention, gated on the write role because .compliance/ropa.yaml
listed no_full_value_read_endpoint as a safeguard for this column; that entry
is rewritten rather than left stale, and reveals log actor and customer id
but never the value.

Also: arcim-migration wrote the identity number as plaintext, which aborts
any import containing a Privatperson with 23514 since the constraint flip;
and the customer embeds on /api/invoices shipped ciphertext to the browser on
every invoice read.

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

* feat: enhance ruta 05 handling for dynamic revenue accounts

- Introduced `fetchDynamicRuta05Accounts` to fetch company-specific revenue accounts marked with a VAT rate, addressing issue #1261.
- Updated VAT declaration logic to include these dynamic accounts in ruta 05 calculations, ensuring accurate reporting for user-added accounts.
- Modified `ACCOUNT_RUTA` to include account 3000 for completeness in ruta 05.
- Enhanced tests to validate the inclusion of user-added revenue accounts in ruta 05 and ensure correct VAT calculations.
- Seeded default VAT rates for BAS revenue accounts to ensure proper classification in the VAT declaration.

* fix: enhance data handling and masking in customer and invoice APIs

* fix(vat): resolve the 3000 gruppkonto's rate for the ruta 05 base split

3000 "Forsaljning inom Sverige" is mapped to ruta05 by ACCOUNT_RUTA, so a
balance on it is filed in the right box already. What was missing is the
rate split: unlike 3001/3002/3003 the account number carries no sats, and
fetchDynamicRuta05Accounts skipped it because it is in ACCOUNT_TO_BOX. A
company posting to the gruppkonto therefore got a ruta 05 total that
breakdown.invoices.base25/12/6 did not add up to.

Surface those rates separately as staticRateByAccount: rate-only on
purpose, because the static map already sums the account and adding it to
the dynamic account list would double the filed figure. A test pins that
single-count property.

Also add 3000 to the MCP server's RUTA_05_ACCOUNTS, which is the display
list behind report.rutor.ruta05: without it a 3000 balance appeared in the
filed projection but not in the report the agent reads back.

The comment claiming SALES_OUTPUT_VAT_SHORTFALL reads base25/12/6 was
wrong and is corrected. That check derives its expected base from the
output-VAT rutor (ruta10/0.25 + ruta11/0.12 + ruta12/0.06); nothing reads
the per-rate bases, which are reporting metadata. So the incomplete split
never affected a filed return or a warning, only the breakdown.

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

---------

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
Co-authored-by: Jakob Wennberg <149234542+jakobwennberg@users.noreply.github.com>
2026-07-28 19:50:16 +02:00
Jakob WennbergandClaude Opus 5 151ef51cc5 feat(sandbox): call the sandbox assistant Assistenten, not Anna (#1244)
A named persona earns its name once someone has been through onboarding and
chosen it: it is their assistant and they named it. Nobody in the sandbox chose
anything, so a first name reads as a character the product invented and implies
a relationship the visitor never opted into.

Both halves move together, which is the point. profile_summary is the agent's
own self-description inside the system prompt, so leaving it as "Du är Anna"
would have the header say one thing while the assistant introduces itself as
another in its first sentence. Nothing else in the stack checks that pairing,
so a test now does.

Scope: this changes the seed, so new sandbox companies get the new name. The
483 sandbox profiles already seeded keep 'Anna' (the seeder returns early once a
profile exists, and its caller only runs while verified_at is null). Backfilling
those is a production write on demo data and is being raised separately rather
than smuggled into a code change.

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-07-28 18:55:16 +02:00
Jakob WennbergandClaude Opus 5 10a7d961f3 fix(supplier-invoices): flag foreign 0 % lines with reverse charge switched off (#1255)
* fix(supplier-invoices): flag foreign 0 % lines with reverse charge switched off

A foreign supplier charging no Swedish VAT is normally omvand
skattskyldighet. With the reverse-charge switch off,
createSupplierInvoiceRegistrationEntry emits neither the 26x4 output leg nor
the 44xx/45xx basis lines, so ruta 20-24, 30-32 and 48 all stay empty and the
momsdeklaration takes a shape Skatteverket rejects. For a fully deductible
purchase the net moms att betala is unchanged, which is exactly why this goes
unnoticed. The form already auto-ticks reverse charge for eu_business but not
for non_eu_business, so that path slips through silently.

Adds a pure helper plus a non-blocking banner cloned from the existing
rc_account_warning block. Deliberately silent for swedish_business, where 0 %
is a genuine exemption that belongs in no ruta at all, and phrased as a
question rather than an assertion: a non-EU goods purchase cleared at customs
is legitimately 0 % without reverse charge, and pushing that user into
ticking the switch would manufacture a new wrong verifikat.

Does not add the exempt/import/other picker the issue proposes:
supplier_invoices.vat_treatment is metadata that no booking or ruta mapping
reads, and the codebase cannot book import VAT at all, so an import option
would imply ruta 50/60 were handled when they are not.

Refs #1042

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

* fix(supplier-invoices): name the local-VAT case in the foreign 0 % hint

Review flagged that the most common foreign document a Swedish small company
sees is an invoice carrying the supplier's OWN local VAT, booked at 0 %
Swedish VAT with reverse charge correctly off. The banner fires there, and
the previous copy only offered "momsfri av annat skal, till exempel en
varuimport" as the way out, which does not describe that invoice at all: it
is not VAT-free, it carries foreign VAT.

Names both legitimate cases explicitly and says 0 % is correct in them, so
the hint cannot read as an instruction to tick reverse charge on a purchase
where that would produce a wrong verifikat. Title also narrowed to "utan
svensk moms" for the same reason.

Refs #1042

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

---------

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-07-28 18:41:25 +02:00
Jakob WennbergandClaude Opus 5 ece6eca922 fix(storage): drop the client-side DELETE policy on the documents bucket (#1254)
* fix(storage): drop the client-side DELETE policy on the documents bucket

20240101000024 documents this bucket as WORM: "No UPDATE or DELETE policies".
That described the repo, not production. Production carries a
users_delete_own_documents policy that exists in no migration file:

  FOR DELETE TO authenticated
  USING (bucket_id = 'documents'
         AND (storage.foldername(name))[2] = auth.uid()::text)

Under it, the uploading user can delete the storage bytes of any document
they uploaded under the legacy documents/{userId}/... layout, using nothing
but their normal browser token. That includes documents linked to a posted
verifikat, which are rakenskapsinformation under the BFL 7 kap 2 § seven-year
retention duty. deleteDocument()'s linked-check and the
block_document_deletion() trigger both guard the document_attachments ROW,
not the object: the row survives, still pointing at a file that is gone.

Reproduced against a local replay of the full migration stream: with the
policy present the uploader's own DELETE removes the object; with it dropped
the same statement matches zero rows. Company-scoped keys were never exposed
(their second path segment is the company id, not auth.uid()), so this only
ever reached the legacy layout, which is where most documents still live.

Safe because every in-app remove() on this bucket already runs on the service
role, covered by service_role_all_documents.

Deliberately narrow: users_read_own_documents and users_upload_own_documents
stay. The Phase B backfill from 20260726092000 has not run, so dropping the
legacy SELECT policy now would make existing documents unreadable. That is
Phase C.

The pg-real test asserts no DELETE and no UPDATE policy over the bucket under
ANY name: the hole arrived under a name this repo never used, so pinning a
name would not have caught it.

Refs #1208

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

* test(storage): make the WORM ratchet see FOR ALL and WITH CHECK policies

Review caught two blind spots in the ratchet, both fair. It matched only
polcmd 'd' and 'w', but polcmd '*' (FOR ALL) grants DELETE and UPDATE just as
effectively, and FOR ALL is the shape the one legitimate policy on this table
already uses, so a hostile one would look unremarkable in the catalogue. It
also read only polqual, so an UPDATE policy carrying its bucket restriction in
WITH CHECK was invisible.

Both assertions now run through one helper that covers d/w/*, concatenates
USING and WITH CHECK, and filters by grantee so service_role_all_documents
(how the application does its authorized deletes) is excluded while every
client-reachable role is not. A policy granted to PUBLIC has an empty
polroles, which is the most permissive case there is, so it is treated as
client-reachable rather than as "no roles".

Matching on the substring rather than the exact `bucket_id = 'documents'`
shape pg_get_expr emits today: a policy written as bucket_id::text or with the
comparison reversed would slip past a stricter match, and for a WORM ratchet a
false alarm is cheap while a silent hole is not.

Adds a probe case that creates a FOR ALL policy and asserts the helper sees
it, so the main assertion cannot pass vacuously. That case earned its keep
immediately: it caught that node-postgres hands back a raw string for a name[]
column, so the role filter needed rolname::text to work at all.

Verified against a local replay of the full migration stream: red with the
original prod FOR DELETE policy present, red with a FOR ALL probe, green
without either. Full pg-real suite 933 passed.

Refs #1208

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

* test(storage): catch a destructive policy that names no bucket at all

Adversarial review of the previous commit found the ratchet still failed
open, and reproduced it: a policy with no bucket_id predicate covers EVERY
bucket, documents included, so gating on the bucket name discarded exactly
the widest hole. The concrete shape is Supabase's own stock "Enable delete for
users based on user_id" template, USING (auth.uid() = owner), which is the
single most likely form of a future dashboard edit.

A destructive policy is now in scope unless it provably cannot reach this
bucket, i.e. only a bucket_id predicate naming some other bucket exempts it.

The behavioural assertions had the matching blind spot: fixtures were seeded
without an owner, so an owner-based policy matched NULL and the DELETE
reported 0 rows for the wrong reason. Objects now carry an owner the way
storage-api stamps them in production, so those tests fail loudly instead of
passing by accident.

Two probes pin both directions: a bucketless policy must be reported (and is
shown to really permit the delete), and a policy scoped to another bucket must
not be, so the ratchet cannot start crying wolf on receipts or sie-files and
get switched off.

Verified against a local replay of the full migration stream: red with the
stock bucketless template installed, green without it. Full pg-real suite 935
passed.

Refs #1208

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

---------

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-07-28 18:34:55 +02:00
Jakob WennbergandClaude Opus 5 579f48752e fix(bokslut): add bokslut-flow depreciation (78xx) back to the bolagsskatt base (#1253)
* fix(bokslut): add bokslut-flow depreciation (78xx) back to the bolagsskatt base

sumPostedYearEndDispositions reconstructs resultat fore skatt for the tax
calculation, because generateIncomeStatement excludes every
source_type='year_end' entry. It summed class 88 and 7533 but not 78xx, so
planenlig avskrivning posted by the bokslut flow
(lib/bokslut/assets/depreciation-engine.ts) was dropped from the income
statement and never added back. The bolagsskatt base and the
periodiseringsfond 25 % cap were therefore computed on an overstated result:
tax too high by roughly 20.6 % of the depreciation.

Also exclude the period's final bokslutsverifikation from the fetch. It
carries source_type='year_end' as well and reverses every P&L account,
78xx/88xx/7533 included (verified against production closing entries), so
once the year is closed it would cancel the add-back this function exists to
produce. That hazard already applied to 88xx and 7533; the fix closes it for
all three rather than widening it.

Scope is deliberately the tax base only. Making the standalone
resultatrakning show bokslut entries is a separate, larger change: the same
exclusion is duplicated in the kpi_report_aggregates RPC, it moves displayed
profit for every company that ran the bokslut flow, and it means removing
the add-back at four call sites.

Refs #1051

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

* fix(bokslut): scope the closing-entry lookup to the company and fail loudly

Review (CodeRabbit + the compliance swarm, ASVS V8.2.1) flagged the new
fiscal_periods read in sumPostedYearEndDispositions on two counts, both fair.

It filtered only on the period id while every sibling query in the same
function carries the tenant scope. Primary key or not, service-role paths
have no RLS to fall back on and the repo's rule is to filter company_id
explicitly, so it now does.

It also discarded the query error. That mattered more than it looks: a failed
read fell through to closingEntryId = null, which silently re-admits the
closing verifikat's 78xx/88xx reversals and understates the tax base, i.e.
exactly the failure this lookup was added to prevent. It now throws, and the
surrounding catch turns it into the existing 'Failed to read posted
dispositions' error. A wrong bolagsskatt is worse than a loud failure.

Two regression tests: the lookup carries both eq filters, and a lookup
failure propagates instead of degrading to a wrong number.

Refs #1051

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

---------

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-07-28 18:29:37 +02:00
Jakob WennbergandClaude Opus 5 49ff234954 feat(webhooks): dispatch on emit instead of waiting for the next cron tick (#1256)
* feat(webhooks): dispatch on emit instead of waiting for the next cron tick

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

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

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

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

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

Refs #1201

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

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

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

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

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

Refs #1201

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

---------

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-07-28 18:08:24 +02:00
Jakob Wennberg e171bffa97 fix(docs): unbreak the website export script (server-only import chain) (#1251)
* fix(docs): unbreak the website export script, stub server-only

scripts/export-docs-to-website.mts has been failing since PostHog landed:
lib/api/v1/load-routes pulls in every v1 route, which reaches lib/init ->
lib/analytics/posthog-observability -> posthog-server, and posthog-server
imports `server-only`, which throws outside a Next.js server-component graph.
The script only reads exported markdown builders, so it now neutralises that
module with a Module._load hook before importing anything.

Without this the docs cannot be regenerated at all, which is how
/docs/api/connect-claude stayed unported (the page exists here but the
redirect sends every request to the website repo, where it 404'd).

Refs #1247

* refactor(docs): scope the server-only stub to the imports that need it

Compliance-swarm finding (ISO 27001 A.8.28) on the export script: the
Module._load hook stayed patched for the rest of the process, silently
disarming the guard for anything imported later. Restore it in a finally block
around the three content imports.
2026-07-27 19:57:07 +02:00
Jakob Wennberg 63bf0d5ad7 fix(skatteverket): stop classifying the APIGW scope-contract 403 as MISSING_SCOPE (#1250)
* fix(skatteverket): stop classifying the APIGW scope-contract 403 as MISSING_SCOPE

The user-mode 403 branch matched the substring `required scope`, which also
matches the MuleSoft APIGW contract body `{"error": "The required scopes are
not authorized"}`. That body is a subscription gap on our APIGW client (#973),
decided before the bearer is evaluated, so it says nothing about the user's
token. Calling it MISSING_SCOPE put it in RECONSENT_ERROR_CODES, so a
successful reconnect ran runPostConnectRefresh -> syncSkattekonto -> 403 and
instantly re-flagged the row: the reconnect banner perpetuated itself and no
amount of reconnecting could clear it.

Token-scope detection is now a positive match on the two documented shapes
(the OAuth `invalid_scope` code, and SKV's "The required scope <x> has been
requested for that access token." per AGI Tjänstebeskrivning v1.7 §4.1.2.2).
The gateway signature is checked first and maps to ACCESS_DENIED, which is
deliberately not a reconsent code. System mode keeps SYSTEM_AUTH_FAILED for
both (run-level config either way) but no longer points the operator at
SKATTEVERKET_SYSTEM_SCOPES when the gateway is what refused, and the same
wording on a 401 now joins the existing APIGW branch instead of falling
through to SESSION_EXPIRED (also a reconsent code).

Refs #1155 (item 1), #973

* fix(skatteverket): let the gateway signature win over the OAuth challenge header on 401

Review follow-up: the 401 path checked WWW-Authenticate for invalid_scope
before looking at the body, so a MuleSoft contract error arriving with an
OAuth-shaped challenge header would still be classified MISSING_SCOPE. Both
that and SESSION_EXPIRED are reconsent codes, so either verdict re-arms the
banner the user just tried to clear.

The gateway body check now runs first, mirroring the 403 path, and the
redundant entry in looksLikeApigwIssue is gone. The 401 test carries the
challenge header to pin the precedence.
2026-07-27 19:51:23 +02:00
Jakob Wennberg 7c44cef66d fix(supplier-invoices): freeze verifikat-critical fields once the registration entry is posted (#1249)
* fix(supplier-invoices): freeze verifikat-critical fields once the registration entry is posted

invoice_date becomes the registration verifikat's entry_date and
supplier_invoice_number goes into its description, but both stayed freely
writable through the shared UpdateSupplierInvoiceSchema. Editing either on a
booked invoice moved the invoice row while the posted entry kept its original
values: the two disagreed silently, nothing landed in
journal_entry_rattelse_log, and the change bypassed both sanctioned rättelse
paths (BFL 5 kap 5-7 §).

Adds findLockedVerifikatFields() next to the other supplier-invoice lifecycle
predicates and calls it from both writers (dashboard PUT and v1 PATCH, which
also covers the API-key/MCP path). Only a differing value is refused, so a
full-form resend of the stored value still succeeds, and due_date,
payment_reference and notes stay editable for the aged-invoice flow (#1206).

Fixes #1230

* fix(supplier-invoices): make the verifikat-field lock atomic with the write

Review follow-up on #1230: the lock check read the row a moment before the
update ran, so a registration entry posted in between let exactly the drift
the guard exists to prevent slip through.

When an update moves a verifikat-critical field on a row that read as
unbooked, the write is now pinned with `registration_journal_entry_id is
null`. A concurrent posting therefore matches zero rows: the dashboard route
returns its existing SI_EDIT_CONFLICT ("reload and try again", and the retry
hits the lock with the right message), and the v1 route re-reads to answer
with SI_EDIT_VERIFIKAT_LOCKED plus reason=race rather than a guess.

The pin is conditional on the update actually moving one of those fields, so
metadata-only edits and full-form resends of unchanged values on a booked
invoice keep working (#1206).
2026-07-27 19:45:26 +02:00
Jakob WennbergandClaude Opus 5 de461c2cf8 feat(support): report both channel outcomes on the feedback breadcrumb (#1252)
* feat(support): report both channel outcomes on the feedback breadcrumb

support_feedback_submitted recorded only whether the email delivered, so
"did the PostHog ticket actually open?" was unanswerable from PostHog.
The first time Support shipped, the only way to check was to reproduce
the submission with devtools open.

Both channels fail silently from the user's side, which is why this is
worth instrumenting: email is the delivery guarantee, so the UI shows
success even when the ticket failed, and a ticket that never opened
leaves nothing in PostHog Support to look at either.

Adds `email`, `ticket` and a derived `lost` to the event. `delivered` is
kept as-is so any existing insight filtering on it keeps working.

ticket: 'unavailable' is deliberately distinct from 'failed'.
Unavailable is the expected steady state (Support disabled, analytics
disabled, self-hosted); failed means conversations were live and the
call still did not land. Collapsing them would make the useful signal
unalertable. `lost` is true only when the message reached neither
channel, which is the one property worth an alert.

Still carries no message body: a test pins that free text never appears
in event properties.

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

* fix(support): run the ticket call concurrently and cap it

Addresses CodeRabbit's three findings on #1252.

The real one: submitFeedback awaited submitViaTicket AFTER the email,
so a hung sendMessage would hold the confirmation dialog open for as
long as it hung. The code comment claimed a slow ticket "must never
delay" the user while the code did exactly that.

Both channels now start together, so the user waits max(email, ticket)
rather than the sum, and the ticket is additionally capped at 4s. On
expiry it resolves to a new 'timeout' outcome rather than being rounded
to 'failed', keeping "conversations were live but slow" distinguishable
from "conversations errored". Email still decides ok either way.

Also: renamed the lost-state test, which claimed both channels failed
while configuring ticket: 'unavailable', and added the genuinely-failed
case alongside it plus coverage for the hanging-call path. Reformatted
the decision-log entry to the required [date] <decision>: <why> shape.

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

---------

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-07-27 19:30:34 +02:00
Jakob WennbergandClaude Fable 5 4dfdb35e13 feat(plugin): ready the Claude Code plugin for directory submission (#1245)
The plugin has been installable from erp-mafia/accounted since #1088, but
three things would fail review at the Claude plugin directory:

- `homepage` pointed at https://app.gnubok.se/docs/api/connect-claude, which
  404s. next.config.ts redirects /docs/api/* to the separate docs.gnubok.se
  repo, where that page was never ported, so app/docs/api/connect-claude is
  unreachable dead code. Point homepage at the plugin README instead.
- `license: MIT` was a bare claim with no artifact next to it. Add the MIT
  text and make the README explicit that the plugin is MIT while the platform
  it connects to is a separate AGPL-3.0 work.
- Version stayed at 0.1.0 for a plugin that has been live and working.

Also give /accounted:start a path for a user who installs from the directory
with no Accounted account: previously it only handled a not-yet-authenticated
MCP server, and a cold user would hit OAuth with nowhere to go.

Both manifests pass `claude plugin validate`, the same check the review
pipeline runs on every submission.

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-27 19:18:28 +02:00
Jakob WennbergandClaude Opus 5 69c537fd1f fix(documents): anchor floating supplier-invoice underlag instead of nagging (#1248)
A verifikat booked from a supplier invoice showed the invoice PDF when opened
while the list kept warning "Underlag saknas" on the same row. Both surfaces
behaved as written: every missing-underlag surface only accepts a referenced
supplier-invoice document when it is ANCHORED to a journal entry (only anchored
docs sit behind block_document_deletion), while the verifikat view's reference
resolver displayed the document regardless.

The document was floating because delete_last_voucher clears journal_entry_id
on everything attached to the voucher it tears down (the FK is ON DELETE
RESTRICT, so it must). Deleting a rättelse the invoice PDF had been relinked
onto therefore orphaned it while the payment verifikat stayed posted, and
nothing ever anchored it again: the warning was unresolvable by design.

Same class one surface over: v1 mark-paid never linked the document at all,
dashboard mark-paid only did so for the cash entry, and both
match-supplier-invoice routes propagated the transaction's document but not the
invoice's own. Four of the five affected prod rows come from those paths, not
from a deleted voucher.

- lib/core/documents/supplier-invoice-underlag.ts: anchor a floating document
  to the invoice's own posted verifikat (registration, then payment, then
  partial payments; open unlocked periods only). Never moves an anchored doc,
  never throws.
- Called after delete_last_voucher and from all four payment paths.
- getJournalEntryUnderlagReferences withholds an unanchored document so the
  verifikat view and the warning can no longer contradict each other.
- Migration 20260727180000 backfills the rows already in this state.

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-07-27 18:04:15 +02:00
Jakob WennbergandClaude Opus 5 771dfd45ba docs(compliance): record the deletion trigger for client-side storage (#1246)
Answers the ISO 27001 A.8.10 finding from the compliance swarm on #1242,
which read the storage inventory as saying the two localStorage keys
persist forever with no deletion mechanism. Half of that was our
omission: the inventory never said what logout does.

ph_conv_<token> IS deleted on logout. posthog.reset() resets the
conversations manager, which removes that single known key, and
resetAnalyticsIdentity() already runs in both logout handlers before
signOut(). That is what stops a shared device carrying one user's
support-ticket session into the next user's. Recorded in
lib/analytics/reset.ts too, because it now makes that call load-bearing
for a cross-user concern rather than mere tidiness. Verified by reading
the SDK, not by executing a logout, and the docs say so.

seenSurvey_<id> genuinely has no deletion trigger and cannot have one:
no PostHog bundle enumerates localStorage (zero occurrences of
localStorage.key( or Object.keys(localStorage) across module.js,
surveys.js and conversations.js), so nothing can discover the keys to
remove them. Stated as the accepted retention position rather than left
silent: the value is "true" under an opaque survey id with no personal
data, and clearing it on logout would re-prompt every survey to the next
person on the device and produce false survey responses.

Adds the review date the A.5.9 remediation asked for, and reframes the
review trigger as a pre-launch step, since Support was caught post-hoc
and left the privacy page inaccurate in the interval.

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-07-27 17:07:22 +02:00
Jakob WennbergandClaude Fable 5 46c0b72ab0 feat(auth): surface duplicate-account traps around BankID login (#1234)
* feat(auth): surface duplicate-account traps around BankID login

Three escape hatches for the stale-duplicate-account trap (#1231, the
Chillen support case): a user whose BankID resolves to an abandoned
account got an empty app with no hint that their real bookkeeping
lives in another account.

- check-org-number: new exists_elsewhere signal (service role, reduced
  to one boolean) + a warn chip in the onboarding journey when the org
  number already exists in an account the user is not a member of.
- Hem: one AttnLine under the greeting when the whole account has zero
  journal entries but a same-orgnr company elsewhere has real
  bookkeeping, with a sign-out action. Common case costs one indexed
  existence probe.
- scripts/support/unlink-bankid.ts: dry-run-by-default support action
  that unlinks a BankID identity (delete + app_metadata clear +
  append-only SECURITY_EVENT audit_log row). Replaces the raw SQL used
  to resolve the original ticket.

Closes #1231

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

* fix(auth): harden unlink script and paginate hint queries per review

- other-account-hint: fetchAllRows() on both company listings (PostgREST
  1000-row cap; byrå users can hold many memberships); the journal probes
  stay limit(1) existence checks.
- unlink-bankid: audit_log row is written BEFORE the delete so a partial
  failure can never delete without a trace; context queries fail closed
  instead of rendering an unknown account as empty; stdout no longer
  prints the personnummer hash or ciphertext (the unsalted hash is
  brute-forceable over the personnummer space); record_id now carries the
  identity row id and the snapshot includes id + linked_at.

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-27 17:00:15 +02:00
Jakob WennbergandClaude Fable 5 ff205951b1 fix(auth): store BankID personnummer ciphertext as raw bytea, not JSON-serialized Buffer (#1233)
Both writers of bankid_identities.personal_number_enc passed a raw Buffer
to supabase-js, which PostgREST serializes as JSON: every row stored the
literal text {"type":"Buffer","data":[...]} instead of iv|tag|ciphertext
bytes, so decryptPersonalNumber could never have read them (issue #1232).

- encryptPersonalNumberForStorage(): hex-encode for PostgREST bytea input
- decryptStoredPersonalNumber(): tolerant decode (raw bytea read-back,
  legacy JSON-Buffer text, Buffer, serialized object)
- migration 20260727170000 rewrites existing rows to raw bytes; prefix
  guard keeps it idempotent and skips already-raw rows. Conversion SQL
  verified read-only against prod: converted bytes decrypt with the live
  key (GCM tag valid, 12-digit result).

Closes #1232

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-27 16:58:48 +02:00
Jakob WennbergandClaude Opus 5 88099f5390 docs(privacy): state the two local values PostHog actually stores (#1242)
* docs(privacy): state the two local values PostHog actually stores

Verified in production after Support went live: PostHog's conversations
module writes ph_conv_<token> = {"widgetSessionId": uuid} to
localStorage at PAGE LOAD, before the user contacts support at all, and
it bypasses persistence: 'memory' exactly like surveys' seenSurvey_
flags do.

The privacy page claimed enkäter were the only thing stored locally.
That became wrong the moment Support was enabled, so it now names both
values and what they are for.

The substance is unchanged: both are functional UI state with no
personuppgifter (do-not-ask-again, and find-my-own-ticket in this
browser), no cookies are set, and no analytics data is stored on the
device, so the no-consent-banner position still holds. Only the claim
needed to match reality.

Lesson recorded in DECISIONS.md: enabling any new PostHog product can
silently add device storage, so check localStorage in prod after each
one rather than trusting the persistence setting.

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

* docs(compliance): inventory the client-side storage keys

Closes the ISO 27001 A.5.9 finding from the compliance swarm on #1242:
the two device-side keys were described in prose but were not enumerated
anywhere that a future change would be checked against.

Lists both application keys and both PostHog keys, what each contains,
why neither PostHog key is personal data (which is what makes the
strictly-necessary assessment hold), and why purge-legacy-storage
deliberately leaves them alone.

Adds the review trigger that would have caught this earlier: enabling a
new PostHog product can silently add storage, because the products write
to localStorage directly rather than through the SDK persistence setting.
The Support product was found in prod, not in review.

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

---------

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-07-27 16:55:45 +02:00
MattssonandClaude Opus 5 fbd4b992f5 Add/db and speed (#1243)
* fix(privacy): make privacy policy page dark mode friendly

Replace the hardcoded light gradient background with bg-background and
add dark:prose-invert to the prose blocks so body text is readable on
dark cards.

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

* feat(cloud-backup): sync archives to Dropbox alongside Google Drive

Introduce a CloudStorageProvider interface so performSync builds the
archive set once and talks to storage only through it. Google Drive
keeps its existing behaviour; Dropbox is a second implementation, so
the compliance-relevant half (fingerprints, per-year layout, size
fallback, progressive persistence) cannot drift between targets.

Dropbox uses App folder access, matching the drive.file scope's "only
what the app created" guarantee. Uploads are single-shot under 8 MB and
chunked upload sessions above, every write verified against Dropbox's
content_hash. Call arguments are ASCII-escaped per UTF-16 code unit so
Swedish file names survive the Dropbox-API-Arg header.

Each provider owns its extension_data keys, schedule, failure counter
and alert throttle, so a dead Dropbox token cannot pause a healthy
Drive backup. The google_drive_* keys and the /oauth/callback path are
untouched: both are wire format for already-connected companies.

isConfigured() gates /connect only. A deployment that loses its OAuth
credentials must not trap users with a connection they cannot remove
or a schedule they cannot switch off.

Requires DROPBOX_APP_KEY and DROPBOX_APP_SECRET; the provider row
renders disabled without them. No migration: state is extension_data
JSON throughout.

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

* fix: remove merge-conflict markers committed in DECISIONS.md

The merge that brought main into this branch staged DECISIONS.md while
it still carried conflict markers, so cdc3a513 shipped an unresolved
hunk (compliance swarm ISO 27001 A.8.32).

DECISIONS.md is an append-only log, so both sides are kept: main's
systemdokumentation entry followed by this branch's Dropbox entries.
No decision was dropped.

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-27 16:49:24 +02:00
Jakob WennbergandClaude Fable 5 1a7152a7af feat(settings): skyline masthead on Abonnemang + AI works-with marks on API tab (#1241)
The Abonnemang tab gets a quiet decorative masthead: the marketing site's
halftone Stockholm skyline as a wide banner strip on the frame tint,
waterline pinned to the strip's bottom edge (same physics as the
onboarding backdrop). Shown in every billing state; purely decorative.

The API tab's "Anslut MCP-klient" group gets a works-with strip using the
site's monochrome halftone Claude and OpenAI marks (copied into
public/illustrations and registered in the shared manifest), with a
bilingual caption.

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-27 16:41:22 +02:00
Jakob WennbergandClaude Opus 5 d47b19fd74 docs: correct the systemdokumentation template to match the actual system (#1240)
The downloadable BFL 5 kap. 11 § template (Hjälp > Dokumentmallar) had not
been touched since March and had drifted into describing a system we no
longer run. Users archive this document as räkenskapsinformation for 7
years, so the wrong facts were being filed as compliance evidence.

Corrected against the code:

- Auth was "Magic link via e-post (lösenordsfri)". It is e-post + lösenord
  with TOTP two-factor, plus optional BankID (lib/auth/require-auth.ts,
  lib/auth/bankid.ts).
- Access control claimed "en användare kan enbart se och redigera sin egen
  data" with a single "Kontoägare" role. Data is company-scoped via RLS and
  there are four roles, owner/admin/member/viewer
  (20260330130000_multi_tenant_company_refactor.sql).
- Rättelse described storno only. Inline rättelse in the same verifikat has
  existed since 20260723210000_verifikat_inline_rattelse.sql; the template
  now documents both tracks and the rule that a locked or closed period
  leaves storno as the only route.
- Voucher numbering claimed uniqueness "per räkenskapsår och användare" and
  a single series. It is per company, fiscal year and series, and the series
  is configurable per source type (lib/bookkeeping/engine.ts).
- Product is Accounted, not erp-base (lib/branding/service.ts).
- OpenAI is listed as an embeddings integration; only a stray env var
  remains in lib/init.ts. Removed. Added Skatteverket, BankID and PostHog,
  which were missing.
- Navigation paths were pre-redesign: Kontoplan is under Data, moms under
  Skatt, and behandlingshistorik exports from Importera/Exportera >
  Säkerhetsbackup, not the "Rapporter > Audit trail" that does not exist.
- BAS 2025/2026 -> BAS 2026.

Added the sections a systemdokumentation needs and this one lacked: API
keys and machine access (external agents can write to the ledger under
scoped keys and are logged as the actor), löner/AGI, anläggningsregister,
periodiseringar and dimensioner as delsystem, and säkerhetskopiering.

The granular "BFNAR 2013:2 punkt 9.x" citations are dropped rather than
renumbered; see DECISIONS.md.

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-07-27 16:32:36 +02:00
Jakob WennbergandClaude Opus 5 52ec3ce497 feat(support): open PostHog tickets from the existing support dialog (#1239)
Enables PostHog Support through the Direct API (posthog.conversations),
restoring the second channel Recapt used to provide, but as a real ticket
linked to the person and their session replay instead of a black hole.

The in-app WIDGET stays off on purpose. It is a third-party floating chat
bubble, which is exactly what Recapt was: it would sit next to the
Assistenten FAB (which already has a hide_assistant_fab preference
because users wanted it gone), cannot follow the locked design system,
and its copy is not ours to keep Swedish. The conversations API gives the
same tickets from components/ui/support-link.tsx, which is already
on-design, Swedish and reachable from 8 surfaces.

A ticket is explicitly NOT treated as delivery. submitFeedback returns ok
only when the Resend email actually went out, even if the ticket opened.
Recapt's precise failure mode was reporting success on its own channel
while /api/support/contact was dead, and nobody is watching PostHog at
02:00. Tests pin that: ticket-only is ok:false.

Identity verification uses posthog.setIdentity(distinctId, hash) at
runtime rather than the identity_distinct_id/identity_hash init options
PostHog's settings page documents. init runs from
instrumentation-client.ts app-wide, before the user is known and
including logged-out pages, and PostHog fixes init values for the
session. setIdentity is a real method on the SDK (verified typed in
posthog-js 1.407.3), so the hash applies from AnalyticsIdentify once the
dashboard layout knows who the user is. Without the key it is skipped and
tickets fall back to browser-scoped with email recovery, which is the
normal state off hosted.

POSTHOG_SECRET_API_KEY is server-only, no NEXT_PUBLIC_ prefix: it signs
identity hashes AND authenticates external API requests, so unlike the
phc_ project token it is a real credential. Only the derived per-user
HMAC crosses to the browser.

Compliance: support free text is declared as its own data category
(user.content.support) in .compliance/ropa.yaml and named on the privacy
page. Analytics events still carry no message body (the breadcrumb sends
only the subject); a ticket carries what the user wrote, because that is
the point. Keeping the purposes separate is what stops the privacy page
drifting the way the Recapt row did.

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-07-27 16:23:32 +02:00
Jakob WennbergandClaude Opus 5 1dce9227a4 feat(assistant): make the thumbs actually report something (#1236)
* feat(assistant): make the thumbs actually report something

The thumbs up/down under an assistant answer shipped wired to nothing. They lit
up, the vote died in component state, and the code said so in a comment nobody
reading the UI could see. An affordance that looks like it reports something and
does not is worse than no affordance: it spends the user's goodwill once, and
silently.

They now post to a new /api/agent/feedback, which emits the SAME agent.feedback
event the gnubok_feedback MCP tool emits, with actorType 'user'. The product
team already queries event_log for that type, so chat votes land in the backlog
they read rather than in a second place someone has to remember to look at.
event_log takes the payload as jsonb and already treats agent.* as telemetry, so
there is no migration.

The conversation id is caller-supplied, so it gets the same ownership check
/api/agent/invoke got: without it a member could file feedback against a
colleague's thread and the backlog would carry conversations the reporter never
saw. Mutation-checked, three tests fail when the guard is removed.

The pressed state is set only after the server accepts the vote, so the button
never claims a report that never arrived, and a vote does not toggle off: it is
append-only telemetry, and offering an undo we cannot honour would be a control
that lies. Changing your mind sends the other sentiment instead.

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

* fix(assistant): drop the unused free-text field from the feedback route

compliance-swarm flagged the `comment` field as an undocumented PII exposure:
free text embedded verbatim into the agent.feedback payload and written to
event_log under telemetry retention, with no data-classification decision, next
to a PostHog policy that treats the same class of data differently.

The finding is right, and the field was worse than it looked: no caller ever
sent one. The UI posts sentiment and a turn index. So this is dead API surface
whose only effect was to accept whatever a user might type, in an accounting
product, into a 180-day log: client names, personnummer, case details.

Removed rather than documented. A comment box is a reasonable thing to want,
but it needs its own classification and redaction decision made with the UI in
front of it, not inherited from an unused parameter.

The test now asserts the property instead of the field's absence: a caller that
posts a comment anyway must not get it stored anywhere in the payload.

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

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-07-27 15:46:08 +02:00
Jakob WennbergandClaude Opus 5 2da96c0be2 fix(agent): stop sending every page view to a third-party avatar CDN (#1226)
* fix(agent): stop sending every page view to a third-party avatar CDN

Eight avatar SVGs were loaded from api.dicebear.com on every render. In an
accounting product that meant every authenticated page view told a third party
who was looking at it, from a domain we do not control, on the path of a
logged-in surface. A firewalled or self-hosted install showed no faces at all.

The SVGs are now generated once and served from public/agent-avatars. Each
entry records the seed it came from, so the set can be regenerated
reproducibly, and the command to do it is in the file.

The licence question that made this look like a founder decision resolved
itself on inspection: Notionists is by Zoish under CC0 1.0, public domain, no
attribution required. Confirmed on dicebear.com/licenses and, more usefully, in
each downloaded file's own RDF metadata, so the terms travel with the asset
rather than living in a commit message.

Tests pin the properties that matter rather than the file list: no entry may be
a remote URL, every entry must have a file behind it, and no shipped SVG may
carry an <image href>, a url(https://…), an xlink:href or a <script>, since
self-hosting a file that then phones home would reintroduce exactly the request
this removes.

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

* test(agent): assert the property, not a list of elements, for avatar externals

The external-reference check enumerated <image href>, url(https://…) and
xlink:href, which left <use href>, <feImage href> and scheme-relative //host
through: exactly the requests the guard claims to prevent, via elements it
happened not to list. That is how this sort of allowlist rots.

It now strips the parts that legitimately carry URLs and are never fetched (the
RDF metadata block, xmlns declarations) and then asserts that NOTHING in what
remains points off-origin. Verified by injecting each of the four bypasses into
a real asset and confirming the test fails on all of them.

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

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-07-27 15:35:14 +02:00
Jakob WennbergandClaude Opus 5 248d98bd7e feat(analytics): remove Recapt, PostHog is now the only analytics (#1238)
* feat(analytics): remove Recapt, PostHog is now the only analytics

Recapt shuts down in days. Everything it did is covered by the PostHog
integration in the previous commit, so the SDK, its five modules and its
CSP hosts come out.

Deleted: RecaptLoader, RecaptHideWidget, RecaptIdentify, lib/recapt.ts,
types/recapt.d.ts. Unmounted from app/layout.tsx (the <script> in <head>
and the widget-hider) and from app/(dashboard)/layout.tsx. Both logout
handlers already call resetAnalyticsIdentity() and now only that.

The CSP gets strictly narrower: connect-src loses api.recapt.app and
cdn.recapt.app, script-src loses cdn.recapt.app, and nothing is added in
their place, because PostHog runs through the same-origin /rl rewrite.
Verified against the built routes-manifest.

Behaviour change worth calling out: lib/support/submit-feedback.ts is now
single-channel. Recapt used to accept the message through its own SDK, so
a failing /api/support/contact still reported success to the user. Email
is now the only delivery path and its failure is visible. That is the
right outcome, silently "succeeding" while the message reached nobody was
worse, and the Resend path is solid. A non-blocking
posthog.capture('support_feedback_submitted') keeps the useful half of
the old dual-channel behaviour by putting the submission on the user's
timeline next to the session replay; it carries no message body, since
free text is user content and would be PII in an event property. The six
Recapt-specific test cases are replaced with the email-only contract plus
coverage of the breadcrumb, the self-hosted skip, and a throwing SDK not
breaking delivery.

Compliance, which Recapt never had: the privacy page sub-processor row is
replaced (not just deleted) with an accurate PostHog row, and .compliance/
ropa.yaml gains a product.analytics activity. The old row also claimed
Recapt loaded "endast for inloggade anvandare", which was never true,
RecaptLoader sat in the root <head> on every page including logged-out
ones. The new row describes what actually happens.

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

* fix(analytics): purge Recapt storage left on users' devices

Removing the Recapt <script> stops it writing anything new, but every
browser that already loaded the app keeps what it persisted. Observed on
production after #1237: localStorage still holds
`__recapt_record_engine`, and after this PR nothing would ever remove it,
because the helper that used to sweep on logout (lib/recapt.ts
clearRecaptIdentity) is deleted along with the SDK.

Inert data, but it is third-party storage from a processor the privacy
page now says we no longer use, and the whole point of the PostHog
config is that nothing is stored on the device. So clear it.

Matching is by substring rather than prefix on purpose: the old sweep
tested key.startsWith('recapt'), which never actually matched the real
key, since `__recapt_record_engine` starts with underscores. A test pins
that. The app's own keys (Accounted:chat-sidebar-collapsed,
gnubok.inbox.onboarding.dismissed) contain neither marker.

Runs unconditionally from instrumentation-client.ts, before the
analytics gate, so a browser gets cleaned even on a build where PostHog
is switched off. Iterates backwards because removeItem() re-indexes the
store and a forward loop would skip entries; both covered by tests, along
with private-mode throws and the server no-op.

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

---------

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-07-27 15:08:32 +02:00
Jakob WennbergandClaude Opus 5 c62d00bcb3 feat(invoices): preview invoices and underlag in the browser instead of downloading (#1228)
Reviewing an invoice or a verifikat bilaga meant saving a file and opening it
from the Downloads folder (user request, christian@odinaero.se 2026-07-25).

- GET /api/invoices/[id]/pdf accepts ?disposition=inline and serves the PDF for
  in-browser review; anything else keeps the download behaviour every existing
  caller relies on. The filename still travels in the header, so the browser
  viewer's own save action produces the same name as the download button, and
  nosniff pins the content type.
- The invoice detail page gets a "Förhandsgranska" action next to "Ladda ner
  PDF". It resolves the document through the same resolveInvoicePdfSource path
  as the download, so preview cannot become the shortcut that presents a
  re-render as the invoice the customer received: the archived delivery wins,
  a re-render is shown with its caveat, and an unreadable delivery history
  still asks instead of guessing. The archive dialog now remembers whether the
  user asked to view or to save, and its fallback does that.
- DocumentViewButton (supplier-invoice underlag, staged agent previews) points
  at the existing /api/documents/:id/inline proxy, so bilagor render in the
  browser. Navigation now happens straight from the click, so the signed-URL
  fetch and its popup-blocker workaround are gone.
- The three re-render caveat strings and the two archive-dialog descriptions
  lose their "you downloaded" wording so they stay true for both actions;
  five new keys in sv + en.

Tests: route cases for the default, inline and unknown disposition values;
invoiceRerenderUrl cases for both modes and id encoding. npm test 11364
passed, lint 0 errors. Button row screenshotted against the design system
(pill outline, Eye icon) via a temporary sandbox route.

Closes #1190

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-07-27 14:59:33 +02:00
Jakob WennbergandClaude Opus 5 df29817826 fix(supplier-invoices): make the 'overdue' label two-way and stop it locking an invoice (#1227)
* fix(supplier-invoices): make the 'overdue' label two-way and stop it locking an invoice

The daily cron flips unbooked payables past their due date to 'overdue' but
nothing ever flipped them back, so aging alone pushed an invoice out of every
workflow that gated on 'registered': it could not be edited (not even to extend
the due date that made it overdue) and it could not be attested. Deletion was
already unblocked in #1204; this closes the rest of #1206.

- update_overdue_supplier_invoices() gains the inverse branch: a payable whose
  due date is no longer in the past returns to its resting status. Because the
  flip collapses 'registered' and 'approved', the un-flip needs a separate
  attest marker: new supplier_invoices.approved_at, backfilled from updated_at
  for rows currently sitting in 'approved'.
- PUT /api/supplier-invoices/[id] accepts every unsettled status and recomputes
  the label from the due date it writes, in both directions, instead of leaving
  it up to a day stale. The update body carries metadata only (numbers, dates,
  reference, notes), never amounts or accounts, so a posted registration
  verifikat cannot be desynced by money.
- Approve (web route, v1 API, MCP staging tool, staged commit executor) keys off
  approved_at instead of status === 'registered', so an aged invoice can still
  be attested. A still-late invoice keeps the 'overdue' label after attest:
  approving is not a reason to hide that the money is late.
- One shared predicate in lib/supplier-invoices/lifecycle.ts for all five call
  sites, mirroring the SQL; new SI_EDIT_INVALID_STATUS replaces the raw Swedish
  string the edit gate used to return.

Tests: 12 pg-real cases on the cron (5 new, covering both directions and the
credit-note/fully-paid boundaries), plus route tests asserting the exact written
payload for PUT and approve, and unit tests pinning the shared predicate against
the SQL. npm test (11385), lint, check:guards clean.

Closes #1206

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

* docs(migration): mark backfilled approved_at values as derived, not audit facts

Compliance review on #1227 flagged that approved_at = updated_at could later be
mistaken for an observed attestation moment (BFNAR 2013:2 kap 8
behandlingshistorik). The column comment and the migration now state plainly
that pre-migration values are derived and that audit_log, written by the
audit_supplier_invoices trigger, remains the record of what happened.

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

* fix(supplier-invoices): guard the derived status writes with compare-and-swap

Review findings on #1227. The status these paths write is derived from facts
read a moment earlier, so an unconditional write could overwrite a concurrent
cron flip, edit or approval with a label computed from what those changed.

- PUT pins status, due_date and approved_at when (and only when) it derives a
  new status; zero matched rows is now a retryable 409 SI_EDIT_CONFLICT instead
  of a silently stale label. Metadata-only updates keep writing unconditionally:
  they never touch status, so they cannot clobber it.
- The web approve route and the staged-commit executor gain the same
  pre-approval guard the v1 route already had (status in registered/overdue,
  approved_at IS NULL) plus a !data race check, so two concurrent approvals can
  no longer both stamp approved_at and both emit supplier_invoice.approved.
- The v1 guard additionally pins due_date, since nextStatus is derived from it.
- The list page no longer invents status/approved_at when the approve response
  is incomplete: it re-reads instead. An operator about to pay must not be shown
  a fabricated lifecycle state.
- route.overdue.test.ts clears the module-level event bus like its sibling.

Tests: new conflict cases for both paths (409 on PUT, refusal without an event
emission on approve). npm test 11387 passed, lint 0 errors, check:guards clean,
12 pg-real cases green.

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

---------

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-07-27 14:49:22 +02:00
Jakob WennbergandClaude Opus 5 f5697cfc2f feat(articles): filter the article register by currency (#1229)
Non-SEK article prices became first-class in #1166, so a mixed register needs a
way to look at one currency at a time (user request, christian@odinaero.se
2026-07-25).

- ContextPicker chip far right in the toolbar (convention 8), options = the
  currencies actually present in the register, default "Alla valutor". A
  single-currency register does not render it: a control with one meaningful
  position is noise.
- The scope lives in the URL alongside sort/dir, so a filtered register survives
  opening an article and coming back, and can be linked to. A code that is not
  in the register (last EUR article deleted, hand-edited link) falls back to
  "Alla" instead of hiding every row.
- Search and scope combine, and the no-matches copy names the scope when one is
  active: otherwise "no articles match X" reads as a claim about the whole
  register when it is only true inside the current currency.
- Predicates live in lib/articles/currency-scope.ts with unit tests; blank and
  legacy-null currencies fold into SEK the way the price column already
  displays them.

New strings in both messages/sv.json and messages/en.json. npm test 11369
passed, lint 0 errors, no new tsc errors. Chip screenshotted against the design
system via a temporary sandbox route.

Closes #1189

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-07-27 14:39:13 +02:00
Jakob WennbergandClaude Opus 5 d4f82cafc4 feat(analytics): add PostHog (EU) behind a same-origin proxy (#1237)
Recapt shuts down in four days, taking product analytics and session
replay with it. This adds PostHog Cloud EU alongside it; the Recapt
removal follows separately so events can be confirmed landing first.

Wiring choices that are not the tutorial defaults:

- Same-origin reverse proxy (/rl -> eu.i.posthog.com) instead of adding
  PostHog hosts to the CSP. connect-src 'self' and script-src 'self'
  already cover it, tracking blockers have no third-party host to match,
  and the Recapt allowlist entries in next.config.ts get replaced by
  nothing at all when they go. Needs skipTrailingSlashRedirect, since
  PostHog sends trailing-slash API requests; verified that trailing-slash
  URLs on normal routes still resolve 200 rather than 404.

- /rl is excluded from the proxy.ts matcher. Middleware runs BEFORE
  next.config rewrites, so without this updateSession() treats an
  ingestion POST as an unknown protected path and 307s it to /login.
  Verified with a control: /zz/flags/ -> 307 /login, /rl/flags/ -> 200
  from PostHog. This fails silently otherwise, because asset loads keep
  working through the rewrite while no events arrive.

- persistence: 'memory' so nothing is written to the device and no
  cookie-consent banner is required. Everything post-login is unaffected:
  AnalyticsIdentify re-identifies on each dashboard load.

- session_recording.maskTextSelector: '*'. PostHog masks inputs but not
  text by default, and this app renders org numbers (which for an
  enskild firma ARE the owner's personnummer), customer names and
  balances as ordinary text. Replays show where a user gets stuck, never
  what their books say. buildGroupProperties() also refuses to send
  org_number at all, with a test pinning it.

- Error tracking registers through the existing lib/observability sink
  rather than bypassing it, so every error-level createLogger() line is
  captured already redacted. instrumentation.ts onRequestError covers
  what escapes uncaught.

Analytics is hosted-only: isAnalyticsEnabled() short-circuits on
NEXT_PUBLIC_SELF_HOSTED and no Docker sentinel is added, so self-hosted
runs with zero third-party runtime code. Recapt got that outcome only by
accident, via a missing sentinel; here it is explicit and tested.

vitest.config.ts aliases 'server-only' to a stub: it is a build-time
guard whose real entry point always throws, which broke 48 test files the
moment a server-only module entered the graph. request-context.ts was
already carrying the same latent trap.

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-07-27 14:30:49 +02:00
Jakob Wennberg 922cf16227 fix(deps): override postcss to 8.5.18+ to clear two HIGH CVEs (#1235)
The daily lockfile SCA scan was failing on CVE-2026-45623 and GHSA-r28c-9q8g-f849, both disclosed 2026-07-27: PostCSS auto-loads a source map from an attacker-controlled sourceMappingURL comment, giving arbitrary .map file read on any CSS the toolchain does not fully trust.

Same nested-dependency shape as the sharp fix in #1223, and worse in one respect: next pins its own postcss@8.4.31, but the top-level was vulnerable too at 8.5.16 against a fix that landed in 8.5.18. One override collapses both onto 8.5.23 and drops the nested copy.

postcss is build-critical for Tailwind 4, so this was verified past 'tests pass': the production build succeeds and emits a 166 KB compiled CSS chunk with Tailwind utility classes intact. Full unit suite 11,359 passed.
2026-07-27 14:27:18 +02:00
Jakob Wennberg 7dde8cac82 fix(security): resolve the CodeQL backlog, three fixes and three documented false positives (#1225)
Triage of all 9 CodeQL alerts surfaced on main by #1223. None were introduced by that PR.

Fixed: the compliance-review artifact now unpacks to runner.temp instead of over the trusted checkout (actions/artifact-poisoning, critical); MCP LIKE patterns escape backslash first, which was a real correctness bug returning wrong rows for any search containing a backslash (js/incomplete-sanitization, 2 sites); and the mcp-oauth consent form action is HTML-escaped (js/reflected-xss, not exploitable because WHATWG URL already percent-encodes " < >, but & is not in that encode set).

Dismissed as false positives with reasoning recorded at each site and in DECISIONS.md: sie-export escapeQuotes, where doubling backslashes would violate SIE 4B, corrupt files in conformant readers and skew #KSUMMA under BFL 7-year retention; hashApiKey, where SHA-256 is correct for a 256-bit CSPRNG token and changing it would invalidate every live gnubok_sk_ key; and the DuplicateBookingDialog href, which is a DB UUID behind a literal path prefix.

Regression tests cover both behavioural fixes, including the escape ordering.
2026-07-27 14:02:25 +02:00
Jakob WennbergandClaude Opus 5 4702a63cff fix(assistant): announce answers to screen readers, one label map, links that keep the thread (#1224)
* fix(assistant): announce answers to screen readers, one label map, links that keep the thread

PR7 polish, three items from dev_docs/assistant_redesign_plan.md section 7.

The chat had no live region at all. A screen-reader user got no signal that the
assistant had answered: the reply simply appeared, for people who could see it.
Announcement fires on turn boundaries rather than over the streaming text,
because a live region on token deltas re-announces on every delta and makes the
surface unusable; the finished answer is read once, capped, with a pointer to
the message for the rest.

Two intent-label maps had drifted. The panel opened on the bokslut wizard titled
"Fråga Anna" while the same thread in the history list read "Hjälp med bokslut",
and the list's fallback returned the intent id itself, putting "bokslut.step" in
front of the user as the name of their own conversation. One map now, and an
unknown intent can no longer fall through to its id.

Links inside an answer were plain anchors, so following one did a full document
load: the app rebooted and took the conversation with it, which is the opposite
of what docking the panel was for. Internal links route client-side. External
ones open in a new tab with rel="noopener noreferrer", since the href came out
of a model that reads customer documents and target="_blank" without it hands
the opened page a handle back into an authenticated session.

Reduced motion needed nothing: globals.css already collapses every animation
under prefers-reduced-motion, so per-class variants would be redundant.

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

* fix(assistant): review triage: scope the announcement to its own turn

Six findings, all real.

The announcement searched the whole thread, so a turn that produced no text of
its own (tool-only, or an error) found the PREVIOUS answer and read it out as
though it were new: a screen-reader user would hear a stale answer to a question
that had just been asked. It now receives only the current turn's messages,
bounded by an index captured when streaming starts.

It also read an interrupted answer as a finished one. Stop leaves the partial
text with a visible marker, so announcing it as the answer told a screen-reader
user the opposite of what everyone else could see.

messagesRef was assigned during render. React may replay a render, so the
announcement could read a snapshot the user never saw; the write moved into an
effect declared before the one that reads it.

The 400-character cap applied to the preview only, so the appended continuation
suffix pushed the real announcement past the limit the constant promised. The
cap now covers the whole string, and the test asserts against the constant
rather than a looser number the suffix could sneak past.

INTENT_LABELS was a plain object literal, so intentLabel('toString') resolved
Object.prototype.toString, passed the truthiness check and reached React as a
conversation title. Null-prototype now. intent_id comes from the database.

Markdown link titles were dropped: [text](url "title") carries a title that
react-markdown passes through and the renderer ignored.

Both new guards were mutation-checked: removing either makes its test fail. The
turn-boundary index itself is component wiring, which this node-only unit
project cannot exercise; announceableAnswer is tested against the slice it is
given.

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

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-07-27 12:48:40 +02:00
Jakob Wennberg 5369349e9e chore(ci): unblock the CVE gate, finish Sonnet 5, parallelize, harden the supply chain (#1223)
Unblocks docker-image-scan (red 5 runs straight on GHSA-f88m-g3jw-g9cj: next's nested sharp@0.34.5, deduped via an override).

Finishes the #1218 Sonnet 5 rollout: compliance-pr and compliance-swarm were falling through to compliancemaxx's sonnet-4-6 default; swedish-compliance-review.mjs budgeted max_tokens as if thinking were off (it is adaptive-by-default on Sonnet 5) and never checked stop_reason; pr-agent's token budgets were sized for 4.6's tokenizer and its hidden default OpenAI fallback list is now emptied explicitly.

Core build 7m43s -> 2m51s measured (parallel checks/build/test, unit suite sharded 4 ways). Docker publish moves off QEMU to native ARM runners with a digest-merge job, so tags apply only on success and latest never moves on failure.

40 actions pinned to immutable SHAs; adds zizmor (0 high after fixing persist-credentials on 7 checkouts and permissions on test-pg-real) and CodeQL (0 findings on first run).

Full details in the PR body.
2026-07-27 12:01:03 +02:00
Jakob WennbergandClaude Opus 5 bcbe9b0903 feat(assistant): say what the conversation is anchored to (#1222)
* feat(assistant): say what the conversation is anchored to

agent_conversations.context_ref has been written since the first intents
shipped and read by nothing. The panel ignored it, so a thread resumed three
days later showed the messages with no indication of which invoice or which
bokslut it concerned, even though the row knew. /chat did worse: it printed the
ref raw, so the subtitle under someone's own conversation read
"invoice:5f3a-9c21-...", a database identifier shown to an accountant.

Both surfaces now render the same chip, which names the thing and links to it.
This matters more since the panel docks: sitting beside the page, "what is this
about" is a question the surface should answer rather than the user's memory.

The mapping is a data map in route-mapping.ts, not a switch in a component
(plan seam 8.5), so a flow run's ref renders in both surfaces with no change to
either. A ref it cannot read renders nothing rather than a broken chip.

Two refs deliberately have no link. There is no /transactions/[id] route, so a
transaction chip points at the list. The document inbox is an extension mounted
under /e/[sector], and core must not hardcode a path that exists only when the
extension is enabled, so that one is named without being linked.

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

* fix(assistant): review triage: make the colon test observable, drop an overclaim

The colon-splitting test asserted on a kpi ref, and kpi discards its id, so it
passed even with a parser that dropped everything after the second colon. Moved
to invoice:abc:2026, where the id reaches the href. Verified by switching
indexOf to lastIndexOf and confirming the test fails.

ContextChip's comment said a flow run's ref renders with no change to either
surface. It does not: an unknown kind maps to null and renders nothing until
the map gains an entry. The seam is that adding one is a single entry in one
file, which is what the comment now says.

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

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-07-27 11:26:16 +02:00
Jakob WennbergandClaude Opus 5 60cc51fe21 feat(assistant): dock the panel into the frame, give the trigger a status channel (#1220)
* feat(assistant): dock the panel into the frame and give the trigger a status channel

Two things the panel could not do.

It covered the page it was talking about. Opening it on /invoices laid a 480px
curtain over the invoice, so verifying an answer meant closing the thing that
gave it. The page panel now gives up that width plus the frame's own gutter, and
the two float side by side. Docking applies at the compact width only: expanded
is a deliberate focus mode, where there is no page left to read anyway, so it
goes back to overlaying. Driven by a --agent-dock-w custom property because the
frame layout is a server component; globals.css seeds the default so the first
paint is not a jump, and below md nothing changes.

And a minimized session was silent. The agent could be three tool calls into a
booking, or finished ten minutes ago, and the pill said "Fortsätt med Anna"
either way, so the only way to find out was to reopen it. There is now one
status channel: the trigger spins with the current step while work runs and
shows an unread dot when a turn landed behind a hidden panel.

The channel is a reducer in a React-free module rather than a pair of booleans,
because a durable background run has to publish to the same one later. Its
'detached' state (working somewhere the user cannot see) is built and rendered
now even though nothing dispatches it in v1, so adding runs is a publisher and
not a redesign. Turn boundaries derive from the streaming flag rather than being
published per call site: a turn can end by completing, erroring, aborting or
being stopped, and missing one would leave the trigger claiming the agent is
still working forever.

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

* docs: record the Sonnet 5 ceiling, dock and status-channel decisions

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

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-07-27 10:57:22 +02:00
Jakob WennbergandClaude Opus 5 16e1a84b4b fix(assistant): defuse memory prompt injection and bound replayed history (#1219)
* fix(assistant): defuse memory prompt injection and bound replayed history

The last two blocking items from dev_docs/assistant_redesign_readiness.md that
were never shipped.

Agent memory rendered into the system prompt verbatim. gnubok_remember_fact
commits immediately with no staging, and the model can be induced to call it by
untrusted text it read from a document or inbox item; the content then renders
for every member of the company, on every future turn, outside the
<tool_output> framing that exists for exactly this. A payload carrying newlines
and markdown could open what reads as a new prompt section. Memory lines are now
flattened before rendering (whitespace collapsed, structure-opening characters
defused at the start of a line) and the block carries the same
these-are-not-instructions framing tool output already had. The words survive:
this is about structure, not censorship.

Conversation history loaded unbounded, so every persisted tool result replayed
on every turn. Cost grew linearly with thread age and a long-lived pinned
conversation would eventually exceed the context window, at which point every
turn fails and, because the store is append-only, the thread is unusable for
good. The load is now newest-first with a cap and flipped back. Slicing a tail
can orphan a tool_result whose tool_use fell off the top: repairDanglingToolUse
already normalizes both directions, which is what makes the cap safe.

Verified: 11321 tests pass (7 new pinning the flattening, including that an
injected heading is defused while its words survive), lint and tsc clean,
guards pass.

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

* fix(agent): review triage: stop the memory flattener flipping a minus sign

The leading-marker strip removed any leading dash, so a stored fact of
"-50 kr i avvikelse" became "50 kr i avvikelse": a different number, in the one
part of the prompt that exists to carry facts about money, with nothing
downstream able to notice. A Markdown bullet is a dash, star or plus followed by
whitespace, so require that; inline emphasis stays as literal characters since
it cannot open a block anyway.

Also tie-break the 200-message history cap on id so the cutoff row is stable
across replays when created_at ties. Insertion order is deliberately not what
this restores: the ordering that matters, tool_use before its tool_result, is
already reconstructed by repairDanglingToolUse, which is what makes slicing a
tail safe in the first place.

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

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-07-27 10:18:54 +02:00
Jakob WennbergandClaude Opus 5 2d543ac999 feat(agent): move every model call to Sonnet 5 (#1218)
* feat(agent): move every model call to Sonnet 5

Sonnet 5 is verified enabled on our Bedrock account already: a live probe of
eu.anthropic.claude-sonnet-5 in eu-north-1 answered normally, so no model-access
request was needed. The bare anthropic.claude-sonnet-5 is rejected (on-demand
throughput needs the cross-region inference profile), so the eu. prefix we
already use stays.

This is not a model-string swap. Sonnet 5 REJECTS the fixed thinking budget
outright: thinking {type:'enabled', budget_tokens} returns 400 "not supported
for this model. Use thinking.type.adaptive and output_config.effort". Every
chat intent set a budget, so the assistant would have failed on the first turn
after a bare ID change. Reasoning depth is now an effort level (STANDARD high,
DEEP xhigh), and max_tokens is explicit per tier rather than derived from a
budget that no longer exists.

display:'summarized' is load-bearing, not cosmetic. The default is 'omitted',
which still emits thinking blocks but with empty text. Measured on our own
account at xhigh effort: summarized returned ~1k characters of reasoning, the
default returned none. Without it the collapsible "Tänker ..." block in the
chat would have gone silently empty, which no mocked test would have caught.

Ceilings are raised (16k standard, 24k deep) because Sonnet 5's tokenizer
produces roughly 30% more tokens for the same text and max_tokens now caps
thinking and the visible reply together.

Also resolves the Opus 4.7 landmine recorded in the readiness doc: the composer
comment told ops to flip BEDROCK_OPUS_MODEL_ID to Opus 4.7, which would have
400d every thinking intent against the legacy budget shape. Both model
constants now point at Sonnet 5 and the stale instruction is gone.

Checked but deliberately unchanged: forced tool_choice in atom-selection. The
Sonnet 5 docs require thinking:{type:'disabled'} alongside a forced tool_choice
on Bedrock; probed against our account, the forced call succeeds without it, so
no change was made rather than adding a guard we cannot show is needed.

Other call sites moved too: invoice-inbox extraction, document extraction, the
compliance config, and the CI/CD workflows (pr-agent MODEL and MODEL_WEAK,
swedish-compliance-review, compliance-swarm).

Verified: 11315 tests pass, lint and tsc clean on every touched file, guards
pass.

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

* fix(agent): review triage: keep the no-thinking output ceiling, finish the model sweep

max_tokens now caps thinking and the visible reply together, so collapsing the
two tiers into one made every non-thinking intent inherit a 16000 ceiling where
it used to have 4096. Give it its own MAX_TOKENS_NO_THINKING instead, set to the
old 4096 scaled ~30% for Sonnet 5's tokenizer so the effective reply length is
unchanged rather than quietly cut.

scripts/swedish-compliance-review.mjs still fell back to Sonnet 4.6 when
REVIEW_MODEL was unset, so a manual run silently used the old model. The initial
sweep only covered .ts and .yml.

pr-agent's FALLBACK_MODELS listed the primary model as its own fallback, which is
not a fallback; dropped it and rewrote the surrounding comments, which still
described Opus 4.8 and a 200k window.

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

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-07-27 10:16:40 +02:00