sax3l/accounted
3
0
Fork 0
Code Issues 1 Pull Requests Actions Packages Projects Releases Wiki Activity
627 Commits 6 Branches 0 Tags
ae489cfdcb18d66561ec66c42babdf8f970ffb49
Commit Graph

16 Commits

Author SHA1 Message Date
Mattsson abe9ac9d8c Fix/attributes config (#926) 
* fix(git): pin LF on generated extension registry and vitest snapshots

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

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

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

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

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

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

* fix(api): route transactions endpoints through withRouteContext

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

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

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

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

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

* fix(api): route salary endpoints through withRouteContext

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

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

* fix(api): route report endpoints through withRouteContext

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-08 09:54:46 +02:00
Mattsson cbffcd7292 fix(invoices): accept empty self-billing fields on invoice create (#920) 
#911 added self-billing fields to the shared CreateInvoiceSchema with
external_invoice_number: z.string().min(1), but the invoice form has
always sent that field (plus self_billing_agreement_ref and
received_date) as '' on every normal invoice. The empty string failed
min(1), so every invoice create returned 400.

Normalise the empty optional self-billing strings to undefined in the
schema (matching the existing optionalIsoDate / deduction_brf_org_number
patterns), and strip the unused empty carriers client-side before the
form POSTs. Required-when-self-billed is still enforced post-parse in the
v1 route, so the self-billed path is unaffected. Adds schema regression
tests.

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-07-07 13:20:23 +02:00
Mattsson 3a88b53fd9 Add/api and invoice (#911) 
* feat(salary): validate employee clearing/kontonummer at entry

Bank details on the "Anställda" form had no structural validation, so a
typo in clearing/kontonummer was saved silently and only surfaced at
Bankgirot LB generation (or never, on the SEPA path).

Adds a shared validator (lib/salary/payment/bank-account.ts) wired into
the create dialog, edit page, CreateEmployeeSchema, and the PATCH route:
4-digit clearing or 5-digit Swedbank (8xxxx), 5-11 digit account,
both-or-neither. Mirrors encodeReceiverAccount so entry-time validation
matches what the payout layer can encode. Update validates only when a
bank field actually changes, so legacy free-text data stays editable.
Includes a conservative clearing to bank-name hint (null for unknown
ranges). Per-bank mod10/mod11 checksum deferred to a soft-warning
follow-up.

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

* feat(chart-of-accounts): styled delete warnings and bulk select-all

Replace the native window.confirm() on single-account delete with the styled DestructiveConfirmDialog, and add to the prune dialog a master 'select all unused accounts' checkbox plus an explicit confirmation step before bulk deletion. New sv/en strings for the confirm titles and actions.

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

* fix(salary): encrypt personnummer on v1 employee create; tolerate legacy plaintext on read

The v1 REST create route stored personnummer unencrypted, which then threw ERR_CRYPTO_INVALID_AUTH_TAG on every decrypt-on-read path and 500'd the employees roster. Encrypt on write in v1 create, decrypt on read in the v1 list/detail/patch responses, and make decryptPersonnummer pass a raw 12-digit value through with a warn so a legacy plaintext row can't take the roster down. Encrypt seeded personnummer. Add a gated, idempotent backfill for existing rows.

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

* feat(bookkeeping): save a manual entry as a reusable template

Add a "Spara som mall" action to the manual journal-entry form next to the existing "Anvand mall" picker, so users can capture a booking pattern the moment they work it out. Opens the shared TemplateForm (create mode) pre-seeded from the current lines via deriveTemplateLinesFromBooking, and saves through the existing POST /api/settings/booking-templates. Rendered in both the mobile and desktop layouts and in create + edit modes.

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

* fix(pending): label all staged operation types

The Granskning list rendered the raw snake_case operation_type (e.g.
create_supplier_invoice_from_inbox) for any type missing from the label
map, which hogs the meta row and wraps awkwardly on mobile. Add short
sv/en labels for all operation types in OPERATION_RISK_TIERS, plus a
humanized fallback for future ones, and simplify the label map to a plain
operation_type -> i18n-key record (the icon/variant fields were dead).

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

* feat(reports): let users file moms without a Skatteverket connection

The momsdeklaration was never gated on the Skatteverket connection (it
renders from the bookkeeping), but the not-connected "Anslut med BankID"
card read as a wall. Make manual filing a first-class path:

- Add a "Lämna in din momsdeklaration" card under the report with a PDF
  download (SKV 4700 layout, hela kronor) and a skatteverket.se link.
- Add a momsdeklaration PDF route + template; buildManualFilingRows()
  rounds each ruta to whole kronor and recomputes ruta 49 per the SKV
  4700 formula so it ties out. The PDF is a read/record copy, not a
  submission file (moms has no upload channel).
- Offer PDF alongside Excel in the report's export menu.
- Reframe the not-connected SkatteverketPanel to "Skicka direkt till
  Skatteverket (valfritt)".

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

* feat(salary): compact new-employee dialog and warn on bad account check digit

Redesign NewEmployeeDialog into a compact layout: borderless sections split
by hairline dividers (no per-section cards), a fixed header + scrolling body
+ solid footer (fixes content showing through the old sticky bar), and denser
grids. EmployeeTaxCard gains a `flat` variant so the dialog can host it
without card chrome; the edit page keeps the boxed version.

Add non-blocking Swedish account check-digit validation
(lib/bankgiro/account-number.ts): mod10 (reuses luhn) + mod11, with a
clearing->method table from the Bankgirot "Bankernas kontonummeruppbyggnad"
spec, cross-checked against jop-io/kontonummer.js and verified against a real
account (Forex 9420/4172385). Surfaced as a soft warning in both employee
forms; unrecognised clearings return 'unknown' so we never warn on a valid
but unmapped account. Never blocks saving.

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

* feat(invoices): configurable send time + editing for recurring invoices

Re-register the accidentally-removed recurring cron (now hourly) and add a
per-schedule send hour (Europe/Stockholm, DST-aware). The cron never sends for
a past date, and the enabling migration pauses every existing schedule on
deploy so nothing auto-sends behind a user's back; users reactivate consciously
(with a confirm) or click "Skapa faktura nu" to send this month on demand.
Automatic sending now requires a customer email. Adds a full edit flow (row
click opens the prefilled form, PATCH), fixing the row-click 404.

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

* feat(invoices): configure självfaktura via the invoice API

Add an optional is_self_billed flag (plus external_invoice_number,
self_billing_agreement_ref, received_date) to the public invoice-create
endpoint so callers can register a received self-billing invoice
(mottagen självfaktura, ML 17 kap 15§) via the API. It was previously
only reachable from the internal dashboard route, so it was missing from
the API docs.

Extract the booking into a shared service (lib/invoices/self-billed-sale.ts)
and refactor the internal /api/invoices/self-billed route to a thin wrapper
over it, so the dashboard and the API cannot drift. Books as a sale
(Debit 1510 / Credit 30xx+26xx) with the counterparty's number; no own
number is consumed. Fields are plain optionals (no schema refine) so
UpdateInvoiceSchema.omit() keeps working; required-when-self-billed is
enforced in the route. Documented in the endpoint registry. No migration
(columns already exist).

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

* fix(settings): allow a partial voucher-series-per-source-type map

In Zod 4 an enum-keyed z.record is exhaustive (every source_type
required), so saving a default_voucher_series_per_source_type map that
omits a source type (e.g. the newly added result_appropriation) failed
with "expected string, received undefined". Use partialRecord so the map
can be sparse; the engine falls back to series 'A' for any unmapped key.

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

* refactor(salary): resolve employer name via getCompanyDisplayName

Payslip PDFs, the payslip email, AGI, KU10, and the BG/LB + SEPA payment
files now resolve the employer name through getCompanyDisplayName
(company_settings.company_name, falling back to companies.name), matching
how invoices already display it. Read-side coalesce, so no migration or
backfill: companies.name is write-once at onboarding and not authoritative
for these surfaces. The sidebar company switcher uses the same coalesce for
the non-active companies in the list.

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

* perf(kontoplan): index-only account usage counts + lighter reference load

Add a covering index on journal_entry_lines (journal_entry_id,
account_number) so get_account_usage_counts becomes an index-only scan
(prod worst case ~440ms). Slim /api/bookkeeping/accounts/reference to
return only the company's activation rows and merge against the
client-bundled BAS_REFERENCE instead of re-sending the full ~1,300-account
catalog every load, and defer the BAS catalog + usage counts off the
first-paint critical path in ChartOfAccountsManager.

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

* i18n(salary): add bank-account checksum warning string

sv/en strings for the employee bank-account (clearing/kontonummer) soft
checksum warning shown by the create/edit forms.

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

* docs: update decision log

Append the 2026-07-06/07 decision entries (salary employer-name coalesce,
sidebar switcher, employees API personnummer fix, kontoplan load
optimization, momsdeklaration manual filing, recurring invoices resend +
reactivation + editing, "spara som mall", voucher-series partial map, and
självfaktura via the invoice API).

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

* fix: address compliance-review findings on recurring invoices + moms filing

- recurring cron: close the double-send window with an atomic compare-and-set
  claim on last_run_at (release-on-failure) so two overlapping hourly runs
  can't both spawn from the same stale batch row
- recurring edit dialog: force auto_send=false whenever the effective customer
  has no email, so a disabled-but-checked box can't PATCH auto_send=true after
  the async customer load
- momsdeklaration manual-filing: truncate rutor to whole kronor (öretal faller
  bort per SFL 22 kap 1 §) instead of round-to-nearest, matching the SRU path

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

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
 2026-07-07 01:14:59 +02:00
Jakob Wennberg ec27228a8e style: remove em/en dashes repo-wide, add CLAUDE.md rule against them (#890) 
Em dashes (—) and en dashes (–) had spread across comments, docs, tests,
and a few UI strings, reading as AI-generated boilerplate rather than
house style. Replaced each with punctuation matching its context: colon
for explanatory clauses, comma for asides, plain hyphen for numeric/legal
ranges (e.g. "21-23§"), "to"/"till" for date ranges, parentheses for
paired-dash asides. messages/en.json and messages/sv.json were fixed by
hand together to keep sv/en in sync.

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

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

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

Co-authored-by: Claude Sonnet 5 <noreply@anthropic.com>
 2026-07-04 15:58:06 +02:00
Mattsson 237b77a366 feat: custom inbound mail domains, rot/rut payout file, invoice email texts, security hardening (#878) 
* fix(security): guard MCP test keys, RLS role gate + voucher RPC guards, /api MFA gate, deps

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

* feat: add custom inbound domains management for companies

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

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

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

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

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

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

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

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

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

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

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

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

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

* test: normalize path separators in dimension statutory guard scan

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

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-03 13:57:59 +02:00
Jakob Wennberg 5bacda4839 fix(vat): drop personnummer century so enskild firma VAT number is SE+12 not SE+14 (#796) 
* fix(vat): drop personnummer century so enskild firma VAT number is SE+12 not SE+14

Onboarding derived the VAT number as SE${orgNumber}01. For an enskild firma the
org number is a 12-digit personnummer, producing SE + 14 digits, which fails the
^SE\d{12}$ validation — the pre-filled value is re-submitted on save and the tax
settings page becomes unsavable.

New shared helper lib/vat/vat-number.ts (normalize/validate/derive, reusing
normalizeOrgNumber to drop the century + Luhn-validate). UpdateSettingsSchema,
the onboarding wizard, the onboarding upsert in lib/company/actions.ts, and the
arcim-migration provider import all route through it. Backfill migration repairs
existing SE+14 rows to SE+12 (idempotent, scoped to ^SE\d{14}$ only).

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

* chore(arcim): warn when a provider VAT number is dropped as malformed

The provider VAT guard silently discarded a value that doesn't normalise to a
valid SE+12 momsregistreringsnummer. Emit a structured warn (provider +
company, no raw value — it can embed a personnummer) so consistently-bad
provider data is observable rather than invisible. Addresses the OWASP V16
logging finding on the arcim VAT-normalisation change in this PR.

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

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-06-26 15:29:58 +02:00
Mattsson 8322830f46 Add/issue in absurdum (#739) 
* feat(assets): allow editing fixed asset fields before depreciation

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

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

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

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

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

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

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

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

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

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

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

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

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

* feat(invoices): allow editing draft invoices

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

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

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

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

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

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

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

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

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

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

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

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

* feat(invoices): per-invoice öresavrundning override

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

* feat(settings): fiscal years manager

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

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

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

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

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

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

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-06-16 10:42:37 +02:00
Mattsson f9ea9c0082 Add/pdf and templates (#705) 
* fix(invoices): apply configured voucher series to payments + preview next voucher

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-06-10 13:52:24 +02:00
Mattsson a9b43ebeb7 Bug/vat selection warning (#583) 
* refactor: update VAT handling logic for non-registered sellers and improve related comments

* chore: gate automated email flows behind 503 responses

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

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

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

* chore: remove Recapt feedback widget

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

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

* feat: reject meaningless rättelser in correctEntry

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

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

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

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

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

- trial-balance engine accepts optional fromDate/toDate, rolling prior
  in-period activity into IB and clamping period activity to the window
- 12 API routes accept and validate from_date/to_date query params
- ReportDateRange chip picker persists preset per company, only renders
  on the four relevant tabs
- FiscalYearSelector now emits the period object so the range picker
  has bounds without an extra fetch
- PDF/XLSX filenames reflect the chosen range
- Resultatrapport drops the prior-year column when narrowed (full-year
  vs partial-year would mislead)
- 11 new tests (engine + parser); all existing report tests pass

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

* feat: add support for marking journal entries as "no document required"

- Introduced a new sidecar table `journal_entry_no_doc_required` to track entries that do not require separate documentation (e.g., bank fees, interest).
- Implemented API routes for creating and deleting exemptions, including validation and authorization checks.
- Added a toggle component in the UI to allow users to mark entries as exempt, with an optional reason.
- Updated relevant tests to cover the new functionality, including RLS checks and cascading deletes.
- Enhanced existing schemas and types to accommodate the new `vat_amount` field for supplier invoice items.

* fix: address PR review findings on no-doc-required + VAT changes

- pg-real cascade test wraps DELETE in gnubok.allow_delete='true' txn so the
  immutability trigger bypass fires (mirrors delete_last_voucher RPC).
- Clamp supplier-invoice item vat_amount to <= line_total * vat_rate via Zod
  refinement (with 1-öre rounding tolerance) so the manual override can't
  inflate the 2641 debit beyond the statutory ceiling.
- groupVatByRate falls back to line_total * rate when stored vat_amount is 0
  with a positive rate, so legacy/import paths leaving the column at its
  NOT NULL DEFAULT 0 don't silently understate ruta 48.
- ReportDateRange todayIso() and preset endpoints use local date components
  instead of toISOString() (UTC) — fixes the midnight-to-02:00 off-by-one
  that truncated a day from YTD / this-month / this-quarter for Swedish
  users.
- NoDocRequiredToggle restores the previous reason on failed POST/DELETE so
  the rolled-back toggle state stays consistent with the rendered reason.
- Document the company-scoped (not user-scoped) DELETE authorization policy
  on the no-document-required route.

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

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-28 01:56:09 +02:00
Jakob Wennberg cc351158f8 Invoicing & account-security polish bundle (#550) 
* feat: invoicing & account-security polish bundle

Five independent improvements bundled to ship together:

- BankID/password lockout fix: BankID-only users could enroll MFA and
  brick themselves (Supabase requires AAL2 to change password or unenroll
  MFA, and AAL2 needs a password sign-in). New app_metadata.has_password
  flag tracks this; middleware gates /mfa/enroll behind it, /account/set-
  password is the unlock path, SecuritySettings shows a banner, and
  /api/account/password is the single write path that flips the flag.
  Backfill script for existing users.

- Swish invoice payment method: company_settings.swish + invoice_show_swish
  columns, validation in lib/api/schemas.ts (accepts 123XXXXXXX företag or
  07XXXXXXXX mobile, strips whitespace/hyphens), rendered on invoice PDFs.

- Send-reminders kill switch: per-company company_settings.send_invoice_
  reminders toggle in PdfPrintSettings/Automatisering. Reminder processor
  also tightened: positive status allowlist (sent + overdue) so terminal
  statuses can never match; skip when customer already responded via
  reminder link; race-window re-check before send.

- First-invoice logo prompt: one-shot dialog when creating the first
  invoice without a logo (issue #520). Self-limits via head-only count.

- SIE export opening-balance fallback: route IB through getOpeningBalances
  so the compute_prior_opening_balances RPC supplies #IB after multi-year
  imports where opening_balance_entry_id is intentionally NULL. Previously
  #IB silently went to zero and #UB collapsed to current-period movements.

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

* fix(account-polish): address PR review feedback

- BankID-link path (extensions/general/tic/index.ts): read-merge-write
  app_metadata instead of passing { bankid_linked: true } alone.
  updateUserById REPLACES app_metadata wholesale, so the previous code
  would have wiped has_password for any user who later linked BankID,
  causing the set-password banner to (incorrectly) reappear and blocking
  the standard MFA enrollment button. The comment is now corrected.

- Middleware (lib/supabase/middleware.ts): thread inner returnTo through
  the /mfa/enroll → /account/set-password redirect so the user lands on
  their original destination after the full chain completes, not on /.

- safeReturnTo helper (lib/auth/safe-return-to.ts): replace the
  starts-with-/-but-not-// guard on mfa/enroll and set-password pages.
  The previous guard let /\evil.com and /@evil.com through. The new
  helper parses against a synthetic base origin and verifies it matches.

- set-password page (app/(auth)/account/set-password/page.tsx): remove
  CLAUDE.md design system violations — bg-gradient-to-b on page bg,
  inline shadow-md style on the card, space-y-5, font-medium on the h1,
  rounded-xl on the card. Flat surface, hairline border, font-display
  h1 per the design tokens.

- Swish dedup (lib/payments/swish.ts): extract normaliseSwish() and
  isValidSwish() helpers and use them in lib/api/schemas.ts,
  components/settings/BankDetailsForm.tsx, and the invoicing settings
  page. Single source of truth for the regex.

- Password route (app/api/account/password/route.ts): emit a structured
  success log so the audit pipeline can detect password-set events, not
  just failures.

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

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-21 16:44:09 +02:00
Mattsson fa7d4075cf Supp/invoice bfl errors (#390) 
* feat(accounting): update accounting method validation and messaging for aktiebolag and enskild firma

* Remove AI subsystem and related code

- Deleted AI proposals and requests persistence logic from `lib/ai/proposals/persist.ts`.
- Removed re-validation logic for proposals in `lib/ai/proposals/re-validate.ts`.
- Cleaned up schemas related to AI flows in `lib/api/schemas.ts`.
- Removed AI-related fields from bookkeeping engine in `lib/bookkeeping/engine.ts`.
- Eliminated AI event types from `lib/events/types.ts`.
- Updated tests to reflect the removal of AI-related functionality in `lib/extensions/__tests__/sectors.test.ts`.
- Adjusted initialization logic in `lib/init.ts` to exclude AI proposal handler registration.
- Cleaned up transaction ingestion logic in `lib/transactions/ingest.ts` to remove AI flow checks.
- Updated helper functions in `tests/helpers.ts` to remove AI-related settings.
- Removed AI-related types and interfaces from `types/index.ts`.
- Added migration script to drop AI-related tables and settings from the database.

* fix(migrations): ensure foreign key constraint is dropped before removing AI tables

* feat(invoice-inbox): implement deterministic invoice field extraction and inbox provisioning

- Added `extract-invoice-fields.ts` for extracting fields from PDF invoices using regex and pdfjs-dist, replacing the previous AI classifier.
- Introduced `inbox-provisioning.ts` to manage company inbox addresses and rotation of inboxes using Supabase RPCs.
- Created `resend-inbound.ts` for handling inbound email events and attachments via the Resend API.
- Defined the extension manifest for the invoice inbox, specifying required environment variables and descriptions.
- Migrated database schema to remove AI-related columns and tighten the status enum in `invoice_inbox_items`.

* feat(invoice-inbox): remove AI-specific columns and tighten status enum

* fix(skattekonto): remove manual entry creation reference from transaction input

* fix(schemas): remove accounting method validation for aktiebolag in UpdateSettingsSchema
 2026-05-05 09:53:37 +02:00
Mattsson bb855d2ddc Add/ai native supp (#385) 
* feat(branding): implement dynamic branding in service worker and reports

* feat(auth): enhance API key scopes and add bookkeeping write scope

- Updated transaction write scope description to include additional tools.
- Enhanced reports read scope description to reflect new functionality.
- Introduced bookkeeping write scope with relevant description.
- Updated SCOPE_GROUPS to include bookkeeping domain.
- Modified TOOL_SCOPE_MAP to include new bookkeeping operations.
- Updated validateApiKey function to return api_key_id and api_key_name for better actor attribution.

feat(tests): add unit tests for MCP resource registry

- Created tests for data resources to ensure all required fields are present.
- Added tests for resource query parsing and retrieval.

feat(resources): implement MCP resources for company and accounting data

- Added capabilities resource to expose API key capabilities based on granted scopes.
- Implemented chart of accounts resource to retrieve active BAS chart.
- Created company current resource to fetch active company details.
- Developed active fiscal period resource to check posting eligibility.
- Implemented recent activity resource to fetch latest journal entries, invoices, and transactions.
- Added VAT treatments resource to provide available VAT rates per customer type.

feat(pending-operations): introduce risk tiers for operations

- Added risk level classification for pending operations to determine auto-commit eligibility.
- Implemented functions to classify operation risk levels and identify high-risk operations.

feat(migrations): add actor model and risk tier to pending operations

- Updated pending_operations table to include actor type and risk level columns.
- Enhanced audit_log to mirror actor information for compliance.
- Modified validate_and_increment_api_key function to return actor details.
- Expanded operation types in pending_operations to include new high-risk operations.

* feat: add auto-commit functionality for low-risk pending operations

- Implemented shouldAutoCommit function to determine eligibility for auto-commit based on operation type, actor type, and company settings.
- Created commitPendingOperation function to handle execution of pending operations with consistent status updates.
- Added tests for shouldAutoCommit to cover various scenarios including high-risk operations, user actors, company opt-in status, and monetary thresholds.
- Introduced new columns in company_settings for agent_auto_commit_enabled and agent_auto_commit_max_amount to allow companies to opt-in for auto-commit functionality.
- Added SQL migration to update the database schema for new auto-commit settings.

* feat(idempotency): implement idempotency key handling for safe retries and cleanup

* feat: expand API key scopes and pending operations for bookkeeping

- Added 'suppliers:write' scope to API key scopes for supplier invoice management.
- Updated SCOPE_GROUPS to include the new 'suppliers:write' scope.
- Introduced new pending operation types for bookkeeping: close_period, lock_period, run_year_end, set_opening_balances, run_currency_revaluation, explain_voucher_gap, uncategorize_transaction, approve_supplier_invoice, credit_supplier_invoice, and convert_invoice.
- Implemented corresponding commit functions for the new operations in the pending operations module.
- Enhanced PendingOperation type to include actor model and risk level attributes.
- Added tests for new functionality, ensuring proper behavior and constraints in the database.

* feat: implement unlockPeriod functionality and related tests

* feat: add agent auto-commit settings and related functionality

* feat: add attention resource with comprehensive summary of outstanding tasks

* feat: enhance pending operations with 'committing' status and immutability checks, improve idempotency handling, and add original voucher reference for credit notes
 2026-05-04 11:12:29 +02:00
Jakob Wennberg e89f2c402d feat: complete multi-tenant refactor + settings validation + fiscal period API (#156) 
* feat: complete multi-tenant refactor for reconciliation, arcim, settings validation

- Migrate bank-reconciliation to company_id (all functions + tests)
- Migrate arcim-migration entity mappers and orchestrator to company_id
- Fix enable-banking reconciliation calls to use companyId
- Add Swedish law validation to settings schema:
  - VAT number required when VAT-registered (ML 11 kap. 8§)
  - Moms period required when VAT-registered (SFL 26 kap.)
  - Aktiebolag must use accrual accounting (BFNAR 2006:1)
- Fix fiscal year period creation: always 12 months after first year (BFL 3 kap.)
- Add plusgiro, website, pays_salaries fields to CompanySettings
- Add plusgiro to invoice PDF template
- Add fiscal period CRUD and opening balances API routes
- Add frame-src CSP directive for future iframe embedding
- Fix unlinked_1930_lines RPC to use company_id parameter
- Update CLAUDE.md documentation

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

* fix: address PR review findings (P1 + P2)

- Fix reconciliation events emitting companyId as userId — thread
  actual userId through runReconciliation and manualLink
- Move VAT cross-field validation (vat_number, moms_period) from
  schema refinements to route handler where effective stored state
  is available, preventing false rejection on partial updates
- Add plusgiro format validation regex (N-N pattern)

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

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-04-01 14:46:41 +02:00
Jakob Wennberg 6f4573f380 feat: add foreign currency support, refactor bookkeeping engine, and improve invoice inbox document classification 
- Add currency-utils module for SEK conversion with exchange rates
- Refactor createJournalEntry to use draft+commit flow preventing voucher number gaps (BFL 5 kap. 7§)
- Add foreign currency support to invoice entries with per-line SEK conversion
- Centralize category-to-account mapping into single source of truth
- Refactor invoice inbox to use shared document analyzer with document type classification (receipt, supplier invoice, government letter)
- Update mapping engine, supplier invoice entries, and transaction entries
- Fix report component rendering issues
- Add new validation schemas and tests

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-02-27 09:50:06 +01:00
Jakob Wennberg bbb82866ee feat: add 4 new Swedish bank CSV parsers and improve transaction categorization 
Add auto-detecting CSV parsers for Länsförsäkringar, ICA Banken, Skandia,
and Lunar. Refine SEB detection to avoid false matches. Update bank file
upload UI with new bank options and export instructions. Include booking
templates, improved AI categorization, and transaction review enhancements.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-02-23 20:38:44 +01:00
Jakob Wennberg acb85edf4a feat: wire Zod validation into API routes, improve types and components 
- Add 8 new Zod schemas (UpdateCustomer, UpdateSupplier, UpdateSupplierInvoice,
  UpdateAccount, BankUnlink, RunReconciliation, CorrectJournalEntry,
  EvaluateMappingRules) and wire validateBody() into 24 JSON-body API routes
- Remove redundant manual validation checks replaced by Zod
- Add comprehensive schema tests (222 tests)
- Improve type definitions in types/index.ts with expanded interfaces
- Refactor extension types (push-notifications, receipt-ocr) for cleaner imports
- Update transaction components (BatchCategorySelector, SwipeCategorizationView,
  QuickReviewDialog, VatTreatmentSelect) and invoice inbox workspace
- Add invoice-inbox utilities and type decoupling tests
- Fix NE-bilaga, SRU export, and invoice PDF template type usage
- Update CLAUDE.md with expanded architecture documentation

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-02-23 16:00:38 +01:00