bb855d2ddcfffc67093a4d95ced0162769a96a14
139 Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
 Mattsson
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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 |
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Mattsson
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5e1b0f791d |
feat(branding): implement dynamic branding in service worker and reports (#383)
* feat(branding): implement dynamic branding in service worker and reports * refactor(service-worker): remove push notification handling code * feat(service-worker): implement dynamic branding in service worker and related scripts |
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Mattsson
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064fb7f7a9 |
Add/white label (#381)
* feat(branding): add BrandingService with default-preserving env layer Introduce lib/branding/service.ts mirroring lib/email/service.ts. Defaults match current gnubok values exactly, so production behaviour is unchanged unless an env var (NEXT_PUBLIC_BRANDING_*, BRANDING_*) or extension override (via registerBrandingService) is set. Resolution order: defaults < env vars < extension override. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(branding): route root layout, manifest, and PWA assets through branding service - app/layout.tsx now reads title, description, themeColor, and apple-touch-icon from getBranding() instead of hardcoded values. - public/manifest.json replaced by dynamic app/manifest.ts so PWA name, short_name, description, theme_color, background_color, and icon paths are resolved at request time. The manifest now serves at /manifest.webmanifest (Next.js convention for the metadata file route). The previous /manifest.json URL is no longer populated; nothing in core references it after this commit. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(branding): route email service and templates through branding service - resend-service.ts: From line uses getBranding().appName instead of hardcoded "Gnubok" in both the with-fromName and bare cases. - invite-templates.ts: subject, HTML header, body, plain text, and the team-invite variants all read from branding (sentence case in prose, uppercased for the styled <p> header). - consent-notification-templates.ts: signature fallback (companyName || branding) for both HTML and plain text variants. Defaults preserve the exact current strings ("Gnubok", "GNUBOK", "gnubok" in their respective contexts) so no email content changes for production. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(branding): route OAuth consent page through branding service The MCP OAuth consent page rendered for Claude Desktop / Claude.ai connector flows now reads the app name from getBranding() for both the HTML <title> and the body copy. Default still produces "gnubok" in lowercase prose, matching current behaviour. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(branding): route auth, dashboard, and onboarding text through branding service Replace user-visible "gnubok" / "Gnubok" references with calls to getBranding(). Touches: - Auth pages (login, register, mfa/enroll): logo src/alt, MFA TOTP friendlyName. - Onboarding (companies/new, invite, sandbox, WelcomeOnboarding, Step2CompanyDetails, NewUserChecklist, BankIdCompanyPicker, ArcimMigrationWorkspace): logo, headings, error/help text. - Dashboard fallback (companyName="gnubok") and settings (backup copy, ApiKeysPanel MCP connector name + login note, CompanyDangerZone, retention-notice). - API routes (support contact subject prefix, enable-banking consent email companyName fallback, AI inbox receipt-request appUrl, pain001 messageId prefix). - MCP server "open the gnubok web app" review message. - Salary/reports filings (AGI Programnamn, KU10 Programnamn, payslip footer, full-archive system metadata, SRU #PROGRAM line). Internal identifiers (cookie names gnubok-company-id / gnubok-invite-token, API key prefix gnubok_sk_, invite token prefix gnubok_inv_, MCP tool names, npm package gnubok-mcp, GNUBOK_API_KEY env name) are deliberately left unchanged — they're stable contracts that whitelabels must not break. Defaults match current behaviour exactly. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(branding): support legal page field-level swaps for entity and contact Privacy and DPA pages now interpolate appName, legalEntity, and privacyEmail from the branding service instead of hardcoding "Gnubok", "Arcim", and "privacy@gnubok.se". Page metadata uses generateMetadata() so titles also reflect the brand. lib/support.ts now falls back to getBranding().supportEmail when SUPPORT_RECIPIENT_EMAIL is unset, so a single BRANDING_SUPPORT_EMAIL env var configures both the support form recipient and the displayed support address. Whitelabels with a different legal jurisdiction or entirely different DPA text should override the page route from an extension. Phase 1 intentionally only supports field-level swaps. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * docs(branding): add WHITELABEL.md and example branding extension WHITELABEL.md: fork checklist, env var reference, the "do not change" list (cookies, API key prefixes, invite token prefixes, MCP tool names, gnubok-mcp npm package, GNUBOK_API_KEY env name), out-of-scope items, the upstream sync workflow YAML to copy into a fork, conflict avoidance guidance, and a verification checklist. extensions/general/_example-branding/: copy-paste starter extension with index.ts (commented placeholder values for registerBrandingService), manifest.json, and README.md. Disabled by default (not added to extensions.config.json); whitelabels cp the folder, edit, and enable. sectors.test.ts: bumped expected extension count 12 -> 13 to account for the new starter extension on disk. The generated registry is unchanged because the example is disabled. The sync workflow YAML is documented inline in WHITELABEL.md rather than checked in as a workflow file. It's only meaningful in a fork -- gnubok itself has nothing to sync from. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(branding): address PR review — lazy support email + escape brand in HTML/XML Three issues from code review: P1 — lib/support.ts: SUPPORT_RECIPIENT_EMAIL was a module-level const, evaluated at import time before extensions register branding overrides via ensureInitialized(). Convert to getSupportRecipientEmail() lazy accessor; update the only caller in app/api/support/contact/route.ts. Extension-supplied supportEmail values now route correctly. P2 — app/api/mcp-oauth/authorize/route.ts: appName was interpolated into the consent page HTML without escapeHtml(), inconsistent with the existing escaping of companyName. Wrap appName.toLowerCase() in escapeHtml() at use sites in <title> and the body paragraph. P2 — lib/salary/agi/xml-generator.ts and lib/salary/ku/ku10-generator.ts: appName placed inside <gem:Programnamn> / <Programnamn> XML elements without escapeXml(), the helper already used for other admin-controlled fields in the same files. Wrap accordingly to prevent malformed XML if a brand name contains XML reserved characters. All admin-controlled inputs only — no user-exploitable path. Defense in depth, not a known incident. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(branding): security follow-up — lazy metadata, SRU/email header sanitization Self-audit after the PR review surfaced four more concerns. Fixes them with the same defense-in-depth posture as the prior review fixes. 1. app/layout.tsx — same eager-evaluation class as P1 support.ts. The module-level `const branding = getBranding()` froze branding before extensions registered, so extension-based overrides for title, description, themeColor, and apple-touch-icon silently never applied. - Convert to generateMetadata() / generateViewport() (lazy, run per request, see extension-registered overrides). - Inline getBranding() inside RootLayout for the apple-touch-icon href so it picks up overrides too. - Add ensureInitialized() at module level so extensions are loaded before the first metadata call. Mirrors the API route pattern. 2. app/manifest.ts — same class. The dynamic manifest function reads getBranding() per request, but if the manifest is requested before any other module has triggered ensureInitialized(), extensions are still unloaded. Add ensureInitialized() at module level. 3. lib/reports/ink2/sru-generator.ts — appName interpolated into the SRU `#PROGRAM` directive without sanitization. SRU's reserved char is `#` (directive marker) and CRLF injects new directives. Wrap in the existing sanitizeString() helper to match the pattern used for other admin-controlled fields in this file (#NAMN, #ADRESS, etc.). 4. extensions/general/email/lib/resend-service.ts — appName and the user-controlled fromName both flow into the From header. Resend's API does its own validation, but defense in depth: strip CRLF and angle brackets via a small sanitizeHeaderPart() helper before building the header string. fromName was a pre-existing surface; appName is new with this whitelabel work. All four are admin-controlled inputs (env vars or extension code), not user-exploitable. No known incidents — defense in depth, and correctness for extension-based whitelabels. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Mattsson
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2d36dedf34 |
fix(journal-entry): add error logging for delete operation in journal… (#379)
* fix(journal-entry): add error logging for delete operation in journal entries * fix(journal-entry): enhance error logging and add tests for delete_last_voucher functionality * fix(journal-entry): restore enforce_journal_entry_immutability function to handle DELETE and un-reversal updates * fix(tests): refactor delete_last_voucher tests to use insertPostedEntryWithLines for consistency |
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Jakob Wennberg
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cd64c0e3fb |
feat(skatteverket): production-ready momsdeklaration submission (#380)
* feat(skatteverket): production-ready momsdeklaration submission
Brings the Skatteverket extension up to a state where it can ship moms
declaration submission to Vercel production. Verified end-to-end against
SKV's Komplett testtjänst — all 8 momsdeklaration operations tested
(kontrollera, spara/hämta/radera utkast, lås/lås upp, hämta inlämnade,
hämta beslutade) plus signing-link return.
Bundles three coherent changes:
1. Skatteverket extension (the main work)
- extensions.config.json: enable `skatteverket`, drop `invoice-inbox`
and `ai-agent` (those were enabled in config but lacked AWS env vars
in prod, so they loaded but failed at runtime)
- lib/reports/vat-declaration.ts: extend ACCOUNT_RUTA to populate
Ruta 06 (uttag 3401–3403), Ruta 20–24 (reverse-charge bases from
4xxx cost accounts), Ruta 50 (import 4545–4547), and Ruta 42
(3404/3994/3980); delete the supplier-type heuristic that made
Ruta 20 and Ruta 23 always 0
- extensions/general/skatteverket/lib/token-store.ts: work around
three real prod schema-drift issues — wrong column on read/delete
(was `company_id`, schema only has `user_id`), missing
UNIQUE(user_id) constraint that makes UPSERT fail (switched to
DELETE+INSERT), missing RLS policies (switched to service-role
client). Refresh path now reuses existing row's company_id when
none is passed.
- extensions/general/skatteverket/index.ts: 9 sites switched from
ctx.companyId to ctx.userId for the token-store key; pass
companyId from the OAuth callback
- extensions/general/skatteverket/types.ts + components/reports/
SkatteverketPanel.tsx: align field names with v1.0.24 RAML
(signeringsLank/kontrollResultat/resultat/kod/status/beskrivning).
Without this, the signing link never displayed.
- SkatteverketPanel: add Lås upp + Radera utkast + Hämta utkast +
Hämta beslut buttons so the full lifecycle is reachable from the UI
- lib/reports/__tests__/vat-declaration.test.ts: rewritten to match
the refactored calculator; new fixtures for cost-account-based
reverse charge (Ruta 20/21/22/23/24), Ruta 50 import, Ruta 06
uttag, Ruta 42 expansion; SKV §4.1.1.4 cross-field contract checks
- supabase/migrations/20260428120000_skatteverket_tokens_user_id_unique.sql:
idempotently adds the missing UNIQUE(user_id) constraint
- scripts/*: dev-only helpers used during the prod-of-test
verification (create test company, seed VAT data, inspect token
state, etc.)
2. Journal-entries cancelled-status filter
- app/api/bookkeeping/journal-entries/route.ts: when no status filter
is supplied, exclude `cancelled` entries by default
- supabase/migrations/20260428153500_journal_entries_with_related_exclude_statuses.sql
3. Swedish e-invoicing skill (reference docs only — no runtime code)
- .claude/skills/swedish-e-invoicing/
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* fix(skatteverket): address PR review findings
- panel: handleFetchDraft read `result.data?.last` (typo) — switched to
`result.data?.locked` to match the field defined in
SkatteverketUtkastResponse and the v1.0.24 RAML. The "(låst)" suffix on
the success message would silently never appear before this fix.
- api-client: getValidToken had no concurrency guard, so two parallel
SKV requests from the same user could both call /token with the same
refresh_token. SKV rotates the refresh_token on first use, so the
second call would 401 with REFRESH_EXHAUSTED-adjacent failures. With
the new 6-button UI on SkatteverketPanel, rapid clicks made this a
realistic trigger. Added an in-process Promise map keyed on userId
that coalesces concurrent refresh attempts; cross-process races are
mitigated by re-reading tokens inside the critical section before
calling refreshAccessToken (if another process refreshed already, we
use the newer token instead of burning the old refresh_token).
- migration 20260428120000: dedup query used `created_at < max(...)`,
which failed to remove duplicates inserted in the same second. The
subsequent ALTER TABLE … ADD CONSTRAINT would then abort. Switched
to ctid (Postgres physical row identifier) to break timestamp ties.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* fix(skatteverket): throw on token-store SELECT error before destructive DELETE
The company_id pre-read in storeTokens used destructuring that discarded
the error field. If the service-role SELECT failed for any reason (network
blip, overloaded DB, transient permissions issue), `existing` became null,
`resolvedCompanyId` stayed undefined, and execution fell through to the
DELETE. The old row got deleted successfully, then the INSERT omitted
company_id and failed with the NOT NULL constraint violation — leaving
the user with no token row at all and forcing a fresh BankID handshake.
Now we capture the SELECT error and throw before the DELETE runs.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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Mattsson
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d1267c37af |
feat(invoice): add PDF archival for sent invoices and implement tests (#373)
* feat(invoice): add PDF archival for sent invoices and implement tests * fix(invoice): add company_id filter when fetching original invoice |
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Mattsson
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1a6b407a60 |
Supp/verifikationer inconsitency (#369)
* feat(bookkeeping): implement reset bookkeeping functionality with safeguards * feat(migrations): restore relaxed trigger for retroactive first fiscal year |
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Jakob Wennberg
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74de71f7be |
feat(reports): PDF download for Resultatrapport and Balansrapport (#366)
* feat(reports): PDF download for Resultatrapport and Balansrapport User feedback after merging #363: "Ladda ner PDF saknas för de nya resultat- och balansrapporterna." The previous PR deferred PDFs to a follow-up; this is the follow-up. New operational PDF template (`operational-report-pdf-template.tsx`) with two exports — ResultatrapportPDF and BalansrapportPDF. Mirrors the visual style of the formal FinancialStatementPDF but **omits the yellow "Arbetsutkast – ej undertecknat" disclaimer**, which only belongs on draft årsredovisning per ÅRL 2:7 §. These are löpande reports, never an årsredovisning at any stage. Resultatrapport PDF: account / name / current period / prior period (prior column hidden when no previous fiscal period exists), grouped by BAS account class with subtotals and a "Beräknat resultat" summary line. Balansrapport PDF: account / name / IB / UB / förändring per class 1 and class 2, with the same Balanscheck card the on-screen view shows (Summa tillgångar, Summa eget kapital + reserver + skulder, Beräknat resultat ej bokslutsjusterat, Balanserar / Balanserar ej verdict). Wired up "Ladda ner PDF" buttons on both ResultatrapportView and BalansrapportView. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(reports): prevent PDF row truncation; align Balansrapport filename Two crucial fixes from the PR review: - Drop wrap={false} from the outer group <View> in both PDFs. With wrap=false on a group exceeding one A4 page, @react-pdf/renderer silently clips overflow rows. Large class 1 (80+ active accounts on a real company) was at risk of dropping rows from the rendered file with no warning. Outer group now wraps; wrap={false} retained on individual rows and the subtotal so neither breaks mid-line. - Balansrapport filename anchor changed from period.end to period.start to match the convention used by resultatrapport, balance-sheet, and income-statement PDF routes. The Swedish compliance bot preferred period.end (snapshot semantics), Greptile preferred period.start (cross-route consistency); the latter wins because predictable sorting/renaming matters for archived räkenskapsinformation. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Mattsson
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fd1db89603 |
Fix/invoice numbers (#365)
* feat: make invoice_number nullable and assign on send - Updated the invoices table to allow invoice_number to be nullable. - Modified the logic to assign invoice numbers only when the invoice status transitions to 'sent'. - Refactored related code to handle nullable invoice numbers, including UI components and API routes. - Added tests to ensure correct behavior when handling invoices with null invoice numbers. - Introduced a utility function to display invoice numbers, defaulting to '(Utkast)' for drafts. * fix: update fiscal period handling to return names of open periods in error messages * fix: enhance period creation logic to account for company-wide bookkeeping lock-through * fix: remove unnecessary customer_type field from customer insertion query * fix: scope invoice number count query to specific companies to avoid test interference * feat: Implement atomic invoice number generation and ensure compliance with invoice numbering rules - Introduced `ensureInvoiceNumber` function to assign invoice numbers atomically, handling concurrency and ensuring compliance with document types. - Updated invoice-related components to utilize the new `invoiceNumberDisplay` utility for consistent invoice number formatting. - Added checks to ensure that invoices in non-draft statuses have valid invoice numbers, preventing violations of legal requirements. - Created tests for the new invoice number generation logic, ensuring correct behavior under various scenarios, including concurrent requests. - Added a draft banner to PDF templates for invoices without assigned numbers, clarifying their status to users. - Updated database migrations to support the new atomic invoice number generation logic and enforce constraints on invoice statuses. |
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Jakob Wennberg
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4822649c26 |
feat(reports): split operational Resultatrapport/Balansrapport from formal Räkning views (#363)
* feat(reports): add Resultatrapport and Balansrapport (operational reports) Per user feedback (Anders Gengård): Swedish accounting practice (BFL 6 kap, ÅRL Bilaga 1-3) distinguishes operational reports (Resultatrapport / Balansrapport, used during the year for reconciliation, account-level detail with numbers) from formal statements (Resultaträkning / Balansräkning, part of årsbokslut/årsredovisning, ÅRL uppställningsform, no account numbers). Until now gnubok only had a hybrid version under "Bokslut" that did neither well. This adds the operational pair as their own reports under a new "Löpande rapporter" section on the Reports page. Resultaträkning and Balansräkning under "Bokslut" are kept untouched (their yellow ÅRL 2:7 § draft disclaimer stays — it's appropriate there). Saldobalans moves into the new operational section. Both new generators reuse generateTrialBalance — Balansrapport filters to classes 1-2 with IB/UB/förändring; Resultatrapport filters to classes 3-8, calls trial balance for the previous period (via fiscal_periods.previous_period_id) and joins per account so the user sees current vs prior side-by-side. Account 8999 is excluded the same way generateIncomeStatement excludes it. 13 new unit tests cover grouping, prior-period join, account-class exclusions, zero-row filtering, and the missing-period fallback. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(reports): show Balanscheck on Balansrapport Addresses the most material PR review finding (raised by both the Swedish compliance bot and Greptile): BalansrapportReport returned total_assets_ub and total_equity_liabilities_ub but the UI never displayed them, so the user could not verify that books balance. generateBalansrapport now also returns: - beraknat_resultat = total_assets - total_eq_liab (Fortnox/Visma convention: residual on the balance side; equals current-year P&L during a running year, drops to 0 once year-end closing posts 8999 → 2099) - is_balanced from the underlying trial balance — that's the meaningful integrity check (a missing IB row or continuity break shows up as an imbalanced TB) UI gets a Balanscheck card showing the three totals plus a Balanserar / Balanserar ej verdict. Other PR review items (Föregående header polish, inline subtotal diff rounding, class-8 filter scope, 2099 caveat, terminology disclaimer) are non-blocking and deferred. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(reports): correct BAS class labels and add bokslut caveat Addresses three findings from the Swedish compliance bot's review of the prior commit: - Class 6 label dropped the informal '(forts.)' marker — '6 Övriga externa kostnader' is the BAS-correct heading. - Balansrapport class 2 label expanded to 'Eget kapital, obeskattade reserver, avsättningar och skulder' to match ÅRL Bilaga 1. The old label hid 21xx (periodiseringsfond, överavskrivningar) and 22xx (avsättningar) which matter for AB users. - Beräknat resultat row in the Balanscheck card now reads 'Beräknat resultat (ej bokslutsjusterat)' so the residual is not misread as a confirmed profit figure pre-closing. Skipped the bot's 8910/8999 finding: 8910 is 'Skatt på årets resultat' (regular tax expense), not a closing account; 8999 is the only BAS closing account, so the existing exclusion is correct. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Mattsson
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cc41ae0f1d |
Supp/04 27 (#361)
* fix: update fiscal period validation to account for locked periods * fix: restrict receipt alerts and visibility to development environment |
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Mattsson
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1af977950b |
Ai/full autonomous flow (#359)
* Refactor bookkeeping error handling and introduce new error classes - Introduced new error classes for better error categorization: - JournalEntryNotBalancedError - FiscalPeriodNotFoundError - EntryDateOutsideFiscalPeriodError - JournalEntryNotFoundError - CannotReverseNonPostedError - CannotCorrectNonPostedError - EntryAlreadyReversedError - CurrencyRevaluationAlreadyExistsError - InvalidMappingResultError - BookkeepingDatabaseError - Updated existing functions in engine.ts and transaction-entries.ts to throw specific errors instead of generic ones. - Enhanced error response handling in get-error-message.ts to provide localized messages for new error types. - Added unit tests for new error classes and error handling functions to ensure correctness and coverage. * feat(ai): implement AI proposal application and persistence - Add apply.ts to handle the application of AI proposals, including match and booking steps. - Introduce persist.ts for inserting and managing AI requests and proposals, ensuring unique constraints. - Create re-validate.ts for validating proposals before acceptance, checking for stale conditions. - Define database migrations for ai_requests and ai_proposals tables, including constraints and indexes. - Enhance journal_entries with AI provenance tracking, linking entries to AI proposals. - Update categorization_templates to distinguish AI-corrected templates. - Add company settings for toggling AI flow and managing backfill processes. - Extend processing_history to include AI-related events for better tracking. * feat: add uncategorized transactions API and UI for transaction selection - Implemented a new API endpoint for fetching uncategorized transactions with pagination and filtering options. - Created ChangeTransactionDialog component for selecting alternative transactions based on AI proposals. - Developed ReceiptDetailDialog to display detailed information about receipts, including upload functionality. - Added TransactionDetailDialog for viewing transaction details with links to the transaction list. - Introduced receipt quality assessment logic to evaluate extracted receipt data. - Implemented feature flagging for the AI bookkeeping agent to control availability in different environments. * feat: add manual receipt extraction dialog and integrate AWS Textract for expense analysis - Added ManualExtractDialog component for user input when AI fails to extract receipt data. - Implemented ReceiptsList component to manage and display uploaded receipts, including upload and rescan functionalities. - Introduced Textract integration for analyzing expenses, extracting fields like total, vendor, and date. - Updated package.json to include @aws-sdk/client-textract dependency. * fix(ai): handle livsmedel VAT transition (12% → 6%) in booking prompt and re-validate guard Add date-aware guidance to BOOKING_SYSTEM_PROMPT for the temporary livsmedel VAT cut (Prop. 2025/26:55, 2026-04-01 to 2027-12-31), with restaurang/servering carve-out at 12%. Add a re-validate safety net that rejects clearly-stale rate labels for grocery-chain merchants relative to the entry date. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Jakob Wennberg
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ab63da8324 |
test: add real-Postgres smoke gate (pg-real) (#357)
* test: add real-Postgres smoke gate (pg-real) Mocked Supabase tests cannot exercise triggers, RPCs, or RLS policies — a migration that drops enforce_period_lock, mangles user_company_ids(), or weakens an RLS policy ships green today. Closes that gap with a small Vitest project `pg-real` running 5 smoke tests against a real supabase/postgres:15 container in CI. Covers: closed-period INSERT rejection, commit_journal_entry voucher atomicity under concurrency, posted-entry immutability, RLS tenant isolation on journal_entries, and audit_log UPDATE/DELETE rejection. Also lands the bankid anonymization migration that was sitting untracked from a prior task. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * test(pg-real): fix storage schema bootstrap + de-scope + PR review fixes - Drop bankid anonymization migration from this PR. That change is separate scope (and has open compliance questions flagged by the Swedish review bot on #357); it will land in its own PR. - Add tests/pg/bootstrap.sql to align storage.buckets/objects/foldername with what migrations expect before the replay loop. The supabase/postgres image ships only a partial storage schema; the rest comes from the storage-api service at runtime, which CI does not run. First pg-real run failed at migration 24 on "column public of relation buckets does not exist". - Add concurrency group to the workflow so stacked PR commits cancel in-progress runs instead of queueing. - Gate the pg-real vitest project on DATABASE_URL so a bare `vitest run` with no DB configured runs only the unit project. npm run test:pg is the opt-in entry point. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * test(pg-real): widen JWT claim setup so auth.uid() resolves under RLS The rls.pg test came back with 0 rows instead of 1 — user_company_ids() returned empty because auth.uid() didn't resolve to the seeded user. Two fixes: - Set both request.jwt.claims (whole object) and request.jwt.claim.sub (individual claim). Different Supabase auth.uid() versions read one or the other. - Assert auth.uid() = expected userId immediately after the context switch, so the next failure points at the right layer instead of an unrelated empty-result assertion. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Mattsson
|
0222e084bb |
Refactor bookkeeping error handling and introduce new error classes (#356)
- Introduced new error classes for better error categorization: - JournalEntryNotBalancedError - FiscalPeriodNotFoundError - EntryDateOutsideFiscalPeriodError - JournalEntryNotFoundError - CannotReverseNonPostedError - CannotCorrectNonPostedError - EntryAlreadyReversedError - CurrencyRevaluationAlreadyExistsError - InvalidMappingResultError - BookkeepingDatabaseError - Updated existing functions in engine.ts and transaction-entries.ts to throw specific errors instead of generic ones. - Enhanced error response handling in get-error-message.ts to provide localized messages for new error types. - Added unit tests for new error classes and error handling functions to ensure correctness and coverage. |
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Mattsson
|
e137a9f452 |
Skill/fix (#355)
* fix: ensure customer email addresses are anonymized and not displayed in tickets * feat: add uncredit functionality for supplier invoices - Implemented the ability to uncredit supplier invoices, restoring the original invoice status and freeing up the invoice number. - Added confirmation dialog for uncrediting actions. - Updated the supplier invoice detail page to show an "Undo Credit" button for credited invoices. - Enhanced the new supplier invoice page to handle conflicts when a duplicate invoice number is detected, allowing users to uncredit the existing invoice. - Created API endpoint for uncrediting invoices, including handling of journal entries and invoice status updates. - Added tests for the uncredit functionality to ensure proper behavior and error handling. * feat: implement soft-delete for credited invoices and add reversed status * fix: update uncredit logic to handle registration journal entries and improve user feedback * fix: retain no-op migration stub for history alignment with future index changes |
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Jakob Wennberg
|
1014d7cc2c |
fix: let TIC lookup run during onboarding + tolerate lowercase TIC status (#346)
* fix: let TIC lookup run during onboarding; tolerate lowercase TIC status Two bugs found in prod testing of the BankID picker: 1. Extension dispatcher required a resolved company context for every non-skipAuth route. /api/extensions/ext/tic/lookup is hit by Step2CompanyDetails' debounced fetcher (and the BankID picker's one-click path) during onboarding — before the user has a company — so requireCompanyId threw "No company context" and the call 500'd. Added a `skipCompanyContext` flag to ApiRouteDefinition. Marks /lookup and /profile on the TIC extension so they bypass company resolution but still require auth. Handlers don't use ctx for these routes, so no downstream changes were needed. 2. TIC enrichment has been observed returning lowercase 'failed' (and presumably other lowercase status values). The previous `=== 'Completed'` strict-case check would silently reject even a legitimately completed enrichment if TIC normalizes to lowercase. Now compares case-insensitively against 'completed' and 'partiallycompleted'. On non-usable enrichment, we now log the full response shape (minus the time-limited secureUrl token) so we can diagnose why real-user enrichments come back failed — useful for debugging TIC tenant config issues where status='failed' but no documented error field is set. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: reject skipAuth + skipCompanyContext combination (PR review) Greptile P2 finding: if a future route accidentally sets both flags, skipAuth fires first and silently drops the auth requirement that skipCompanyContext implicitly assumes. No current route combines them, but this prevents the mistake from reaching prod. - Dispatcher throws 500 at matching time if both flags are set, with a descriptive log line naming the misconfigured route. - Type JSDoc now lists the three mutually-exclusive modes upfront and marks the combination as explicitly forbidden. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Jakob Wennberg
|
8fd3f112f8 |
fix: surface active TIC companies + block duplicate org numbers (#344)
* fix: surface active TIC companies + block duplicate org numbers
Three fixes from live-prod testing:
1. Enrichment filter hid the user's directorships. Now accepts both
Completed and PartiallyCompleted status from TIC (tenants without
CompanyRoles enabled still get SPAR) and the /select-company role
filter no longer requires companyStatus === 'Aktivt' — real TIC
payloads have been observed with different values, and positionEnd
alone is the authoritative "currently a director" signal. Added
PII-free diagnostic logs so the next shape-mismatch is debuggable
from Vercel logs without a round trip.
2. Manual wizard silently allowed duplicate org numbers. Added:
- findExistingCompanyByOrgNumber helper in actions.ts (service role,
bypasses RLS to see cross-tenant rows)
- Server-side guard in createCompanyFromOnboarding — returns
'org_number_exists' before the create RPC so we don't leave ghost
companies
- New /api/company/check-org-number endpoint for debounced client
checks
- Warning + disabled submit in Step2CompanyDetails
- Friendly error toasts in WelcomeOnboarding + BankIdCompanyPicker
- Mirror cleaned org_number onto companies.org_number on creation so
future duplicate checks and lookups are reliable
3. /onboarding ignored ?org_number= when the picker routed there as a
fallback. Now reads searchParams and pre-fills settings; also fixed
a latent bug where Step1's entity-type change wiped the pre-fill on
*first* selection (it should only reset on a genuine change).
Tests: duplicate-org guard (with formatted-input normalization),
check-org-number route (auth + 400 + exists true/false +
normalization).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* fix: address PR review feedback on duplicate-org guard
Greptile P1 findings + swedish-compliance feedback:
- findExistingCompanyByOrgNumber now throws on Supabase error instead
of silently returning null. Previously a DB outage or RLS
misconfiguration would bypass the entire duplicate guard and allow
duplicates through.
- createCompanyFromOnboarding catches the throw and returns a
user-facing error ("Kunde inte verifiera organisationsnummer"),
failing closed instead of open.
- companies.update({ org_number }) error is now checked and triggers a
rollback. Silent failure would leave the company without an
org_number, breaking all future duplicate checks for that entity.
- New normalizeOrgNumber helper validates 10- or 12-digit input,
strips the century prefix for 12-digit personnummer form, and
rejects anything else. Malformed input would have corrupted SIE4
(#ORGNR) and SRU (INFO.SRU) exports downstream.
- /select-company now uses loose `== null` for positionEnd — TIC has
been observed returning `undefined` for open-ended positions, which
strict `=== null` would silently filter out. Documented the two
downstream isCeased guards so future maintainers don't remove one
without the other.
- createCompanyFromTicRole refuses to provision when lookup.isCeased
(BFL 2 kap — bokföringsskyldighet ends at avregistrering).
BankIdCompanyPicker surfaces this client-side too.
- WelcomeOnboarding + BankIdCompanyPicker recognise new error codes:
org_number_invalid, company_ceased.
Tests: +4 cases covering malformed input rejection, fail-closed
behaviour on DB error, 12-digit personnummer normalization, and the
ceased-company refusal path. Full suite: 2306 passing.
Out of scope for this PR (follow-up):
- Partial unique index on companies(org_number) WHERE archived_at IS
NULL. Closes the race-condition window but needs a migration plus
any existing-duplicate cleanup — too risky for this hotfix.
- Rate limiting on /api/company/check-org-number. Endpoint is
auth-gated so not an immediate concern.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* fix: add Luhn validation and extract org-number normalization
Third round of PR review feedback (swedish-compliance):
- Add Luhn-10 check-digit validation to normalizeOrgNumber. Rejects
structurally invalid org_numbers (wrong check digit) at the boundary
instead of letting them propagate into SIE4 #ORGNR and SRU INFO.SRU,
where Skatteverket and receiving accounting systems would reject
them later anyway. Reuses the existing luhnValidate helper from
lib/bankgiro/luhn.ts (Bankgirot 10-modulen — same algorithm applies
to both Bolagsverket org numbers and Swedish personnummer).
- Extract normalizeOrgNumber into lib/company-lookup/normalize-org-number.ts
so the server action and /api/company/check-org-number use the same
rule. Previously the API route only stripped hyphens/spaces, so a
12-digit input would miss a stored 10-digit duplicate and mislead the
client debounce check ("not a duplicate" → submit → server rejects).
- /api/company/check-org-number now returns exists=false for
Luhn-invalid input rather than querying the DB. The submit-time
server action surfaces org_number_invalid, which is the right place
for the error.
Test coverage: dedicated normalize-org-number.test.ts (10 cases
covering both-lengths, Luhn, whitespace tolerance, garbage). Updated
existing tests to use Luhn-valid numbers (real Volvo 5560125790,
synthetic personnummer 8001011231). New failing-Luhn test in
actions.test.ts. New 12-digit-normalization and
luhn-invalid-returns-false tests in route.test.ts.
Full suite: 2315 passing.
Not fixed (out of scope for this hotfix):
- 10↔12 digit round-trip fragility for personnummer born 2000+. This
is a codebase-wide architectural choice (see lib/skatteverket/format.ts
which uses a two-digit-year heuristic to choose 19/20 at export).
Migrating to 12-digit storage is a separate refactor.
- Server-side re-fetch of TIC /lookup for isCeased. The trust boundary
here is user-to-their-own-onboarding, not adversarial; doubling TIC
API cost isn't proportionate.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
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Jakob Wennberg
|
adf58a51c0 |
Prompt to activate missing BAS accounts at commit (#308)
* feat: prompt to activate missing BAS accounts at commit
Booking to an account not in the active chart previously threw a
generic 400 "Account(s) not found: 5010" and the user had to leave
the form to enable the account via /bookkeeping > BAS-katalog.
- New AccountsNotInChartError thrown from resolveAccountIds in the
engine (and the parallel resolver in core/storno-service). The
query also now filters on is_active=true, so deactivated accounts
are treated the same as never-added ones.
- API routes that call the engine (journal-entries, reverse, correct,
transactions/book + match-invoice + match-supplier-invoice +
uncategorize, invoices/mark-paid, supplier-invoices + mark-paid +
credit, salary/runs/correct, import/opening-balance/execute,
pending-operations/commit) catch the typed error and return a
structured 400: { error: { code: ACCOUNTS_NOT_IN_CHART,
account_numbers, message } }.
- /api/bookkeeping/accounts/activate now also reactivates rows that
already exist but are is_active=false, not only INSERTs. Returns
{ activated, reactivated, skipped, unknown }.
- New GET /api/bookkeeping/accounts/bas-lookup?numbers=... resolves
BAS names client-side so the dialog can show "5010 · Lokalhyra"
without bundling the full 1,276-account catalog.
- ActivateAccountsDialog lists the missing accounts (BAS names + any
unknown non-BAS numbers) and confirms with a single action.
- useSubmitWithAccountActivation wraps an async submit: on
ACCOUNTS_NOT_IN_CHART it opens the dialog, activates on confirm,
then retries the original submit so the user never re-enters data.
- AccountCombobox accepts any 4-digit numeric value, not just items
from the active chart — the activation dialog handles the rest.
- JournalEntryForm wired to the hook + dialog. Other submit surfaces
now surface a clear Swedish message ("Följande konton behöver
aktiveras: …") via getErrorMessage; wiring the dialog into those
is an additive follow-up.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* docs: sync CLAUDE.md with current codebase state
Catch-up on growth since the last CLAUDE.md revision:
- Integrations list now includes AWS Bedrock, Upstash Redis,
Google Drive, Recharts, PDF.js, @react-pdf/renderer, xlsx,
fuse.js, ics.
- Extension table reflects cloud-backup enabled; adds
inbox-smart-match and example-logger; reorders to match current
extensions.config.json.
- Updated counts: 36 event types (was 30+), 35 MCP tools (was 26),
~60 tables (was ~47), 118 migrations (was 93), 19 report
endpoints (was 16), 20 report generators (was 17).
- lib/ directory table now covers salary, providers,
company-lookup, processing-history, support.ts; removes the
deleted settings/ subdir.
- App routes table adds /salary/*, /help, /settings/salary,
/settings/backup.
- API endpoints table adds /api/salary/*, /api/support/contact,
/api/account/delete, /api/audit-trail/*, /api/log,
/api/currency/rate, top-level extension routes.
- Tables section adds Salary, Third-party providers, Inbox &
Migration groups; removes salary_payments (replaced by
salary_runs + salary_line_items).
- Skills list updated to enumerate the Swedish domain skills by
name instead of the old single /swedish-bookkeeping.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* fix: address PR review feedback on account activation
Seven fixes based on Greptile + Swedish compliance review on #308.
- ActivateAccountsDialog: disable the confirm button when any
entered number isn't a valid BAS account. Previously activation
would succeed for the knowns and the retry would immediately
fail again on the unknowns, giving a confusing double-toast UX.
- pending-operations/commit: revert commitSendInvoice and
commitMarkInvoiceSent to swallow AccountsNotInChartError
silently. The prior PR upgrade made these blocking, which
regressed invoice delivery for users whose AR accounts are
inactive — and since the activation dialog isn't wired into
those flows yet, there's no one-click recovery. The silent
catches now append an InvoiceJournalEntrySkipped event to
processing_history so the missing verifikation is actionable
in audit trails rather than silently understating the
momsdeklaration (revenue / utgående moms unposted).
- engine.reverseEntry: resolve account IDs with includeInactive=true
so storno of an already-committed entry goes through even when
the user has since deactivated one of its accounts. Blocking
the reversal would leave the original entry uncorrected in
violation of BFL 5 kap 5§ (rättelse must be documented). The
default (includeInactive=false) still applies to createDraftEntry
so new bookings to inactive accounts continue to trigger the
activation dialog.
- supplier-invoices POST + credit: roll back the just-inserted
supplier_invoices row (items cascade-delete) on any JE failure,
not only AccountsNotInChartError. An orphan supplier_invoices
row without a registration / credit JE leaves leverantörsskuld
(2440) and ingående moms (2641) unposted — a silent
understatement / overstatement in the momsdeklaration (ML
2023:200 / BFL 5 kap). The catch now returns a clear Swedish
error message for non-activation failures (typically period
lock or DB error) instead of silently logging.
Test mocks for chart_of_accounts updated for the new query chain
(eq.in.eq instead of eq.eq.in after the is_active conditional).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
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|
Jakob Wennberg
|
4cd0a55761 |
Copy voucher, MRU booking templates, and PDF export for reports (#303)
* feat: copy voucher, MRU booking templates, and PDF export for reports - Add "Kopiera verifikat" action on the journal-entry detail page that prefills a new draft with the source entry's lines, description, and notes. Date defaults to today so locked-period posts can't happen by accident; source_type resets to manual. - Track per-company MRU for booking_template_library rows via a new booking_template_usage table (fire-and-forget touch endpoint hooked into both pickers) and sort the list most-recently-used first for the active company. - Generate downloadable PDFs for balansräkning and resultaträkning using the existing @react-pdf/renderer toolchain. Adds a reusable parameterized template and two API routes, with download buttons on the matching report views. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: address PR review feedback on copy-voucher + report PDFs Compliance review (Swedish accounting): - Balance-sheet PDF now refuses to render when tillgångar ≠ eget kapital och skulder; the stale "Differens" summary row is gone. The on-screen view still surfaces the existing "Balanserar ej" warning so users can diagnose the imbalance before downloading. ÅRL 3 kap / K2 / K3 require exact balance. - Both PDF routes now 400 when the requested fiscal period cannot be resolved — identifiable period is part of räkenskapsinformation under BFL 7 kap. - Income-statement PDF adds the mandatory "Resultat efter finansiella poster" subtotal when financial items are present, per K2/K3 uppställningsform (ÅRL bilaga 2). - Copy-voucher flow now shows a clear banner ("Kopia av verifikat X — nytt, fristående verifikat skapas") so users cannot mistake the copy for a rättelse/storno. Code review (Greptile): - New migration adds updated_at column + trigger to booking_template_usage (project convention; applied to the Supabase project). - Replace localeCompare on ISO timestamps with plain relational comparison to avoid any locale-dependent ordering. - UUID-format validation on the copy_from query param before it goes into the fetch URL. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: second round of Swedish compliance fixes on report PDFs - Balance-sheet PDF imbalance check now compares rounded-to-whole-kronor totals (SFL 22:1 convention). The previous 0.5-öre tolerance could reject a legitimate balance sheet when accumulated floating-point noise across hundreds of ledger lines exceeded the threshold. The on-screen view still surfaces the öre-precise "Balanserar ej" badge for diagnostic visibility. - Both PDFs now carry a prominent "Arbetsutkast — ej undertecknat" notice per ÅRL 2 kap 7 §. Prevents a downloaded PDF from being mistaken for or filed as an approved årsredovisning. - Income-statement PDF now follows K2/K3 uppställningsform (ÅRL bilaga 2) by splitting class 8 into three blocks with named subtotals: Finansiella poster (80–84), Bokslutsdispositioner (88), Skatter (89). The summary now always shows a "Skatt på årets resultat" row so the reader can verify the tax calculation, and adds "Resultat efter finansiella poster" / "Bokslutsdispositioner" subtotals when each block is present. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: harden report PDFs against out-of-band filing + future BAS growth - Append "-utkast" to downloaded PDF filenames. The filename survives the PDF's disclaimer context — a file named balansrakning-2026-01-01.pdf in a Downloads folder or forwarded attachment is ambiguous, whereas balansrakning-2026-01-01-utkast.pdf makes the draft status legible even without opening the document. - Add a catch-all "Övriga finansiella poster" bucket in the income-statement PDF for any class-8 section whose account prefix isn't one of the known K2/K3 blocks (80–84 / 88 / 89). Counted in the "Resultat efter finansiella poster" subtotal so arithmetic stays consistent. Future-proofs the PDF against a generator change that starts emitting 85–87 sections. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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|
Mattsson
|
24107338fa |
Fix/balance inconsitency (#306)
* feat: implement fiscal period date fields component and validation logic * feat: update fiscal period validation and naming logic * feat: implement RPC for computing prior opening balances - Added `compute_prior_opening_balances` RPC to aggregate opening balances for balance-sheet accounts when no opening balance entry is set. - Updated tests across various reports to utilize the new RPC for fetching prior balances. - Refactored `getOpeningBalances` to call the RPC when necessary, improving performance and reliability. - Introduced a script to repair fiscal period chains for companies with broken periods, ensuring proper linking and continuity. - Enhanced error handling and validation in the repair script to ensure data integrity during the process. * feat: implement duplicate opening-balance repair for multi-year SIE imports * feat: enhance SIE entry listing and deduplication logic for opening balances * fix: refine companyHasPriorActivity logic to exclude storno entries and improve balance counting |
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Mattsson
|
08991218ee |
Feat/change fiscal year (#300)
* feat: enhance journal entry handling with follow-up entries and related RPC * fix: improve validation for journal entry lines to ensure proper submission criteria * fix: enhance OAuth error handling and user feedback in Arcim migration process * fix: add OAuth error translation for user-friendly feedback in Fortnox integration * feat: add fiscal period editor and related API for entry count * feat: enforce calendar year for individual firms and improve fiscal period validation |
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Mattsson
|
64cd6a0989 |
Fix/footer UI (#296)
* feat: enhance journal entry handling with follow-up entries and related RPC * fix: improve validation for journal entry lines to ensure proper submission criteria * feat: add commit_method and rubric_version columns to journal_entries for enhanced tracking * fix: ensure conditional addition of commit_method and rubric_version columns in journal_entries * Update supabase/migrations/20260421120000_journal_entries_with_related_rpc.sql Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> --------- Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> |
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|
Mattsson
|
11621bb79f |
Feat/skv integration full (#284)
* feat: add script to import Skatteverket monthly tax tables as fallback TypeScript module
- Implemented a new script `import-tax-tables.ts` to parse fixed-width TXT tax tables from Skatteverket (SKV 434).
- The script generates a TypeScript module for emergency fallback when the Skatteverket open-data API is unavailable.
- Supports command-line argument for specifying the year and handles parsing of B-rows only.
- Outputs a structured TypeScript file containing tax data for specified years.
* feat: gate salary module behind dev-only flag
Temporarily disable the Lön module in production while the feature is
being completed. Sidebar entries ("Löner", "Anställda") still render but
are not clickable and show a "Kommer snart" badge. Middleware redirects
/salary* to / and returns 404 on /api/salary/* so the feature can't be
reached by direct URL. All gates check NODE_ENV === 'development' so
local dev keeps full access for continued development.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* feat: refactor bank file import wizard to streamline column mapping and enhance CSV handling
* fix: bump migration timestamp to avoid collision with logos_bucket
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* feat: enhance AGI generation and salary entry calculations with improved status checks and error handling
---------
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
|
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Mattsson
|
7a0214c053 |
feat: implement cloud backup auto-sync feature with scheduling (#280)
* feat: implement cloud backup auto-sync feature with scheduling - Added a new cron route for auto-syncing Google Drive backups hourly. - Introduced a schedule management system for enabling/disabling auto-sync and setting the sync hour. - Updated the logo upload API to handle logo file management more efficiently. - Created a public storage bucket for company logos with appropriate size and type restrictions. - Enhanced the LogoUpload component to validate file types and sizes during upload. - Added tests for the new auto-sync functionality to ensure correct behavior under various conditions. * Update extensions/general/cloud-backup/lib/sync.ts Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> * Update app/api/settings/logo/route.ts Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> * refactor: remove unused parameters from saveExtensionData function --------- Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> |
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|
Jakob Wennberg
|
23664e79cb |
feat: multi-series SIE import, reusable FiscalYearSelector, library templates in picker (#278)
* feat: multi-series SIE import, reusable FiscalYearSelector, library templates in picker - SIE import preserves each voucher's source series (B/C/I/V/...), essential for Fortnox migrations where series carry semantic meaning (kundfakturor, inbetalningar, etc.). Target numbering still goes through next_voucher_number per series; source (series, number) is stored in the migration mapping for BFNAR 2013:2 audit trail. - Execute route reads company_settings.default_voucher_series as the fallback for vouchers arriving without a series (SIE4I). - Extract shared FiscalYearSelector component; adopt in /reports and /bookkeeping. - Transaction TemplatePicker now surfaces user-created library templates (company + team scope) alongside the static registry, with a helper to convert simple library templates into the BookingTemplate shape. - Exclude 8999 "Årets resultat" from income statement financial section and monthly breakdown so year-end closing entries don't cancel the net result. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * test: skip Bokio SIE regression when fixtures are absent /dev_docs is gitignored (contains anonymised customer exports), so the integration test can't find its input files in CI. Gate the suite on fixture presence so it still runs locally. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: address Greptile review feedback - convertLibraryToBookingTemplate: default entity_applicability to 'all' when the source template has no entity_type, so TemplatePicker doesn't silently hide it for companies with a set entity type. - FiscalYearSelector: fire onReady in the no-company early-return branch so consumers (e.g. ReportsPage) don't get stuck in a loading skeleton while the company context is still hydrating. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Mattsson
|
d708a85d4c |
Feat/cloud backup (#277)
* feat: cloud backup to Google Drive + full-archive all-scope Adds a cloud-backup extension that uploads a full-company backup ZIP to the user's own Google Drive via OAuth (drive.file scope only). Refresh tokens are AES-256-GCM encrypted before being stored in extension_data. The full-archive export gains a scope=all mode for whole-company backups (per-period SIE under sie/, per-period rapporter/ subfolders, flat dokument/ manifest tagged with fiscal_period_id). An 80 MB size guard short-circuits generation before the platform response limit. Also fixes a latent bug in lib/core/audit/audit-service.ts where the parameter was named userId while the query filtered by company_id; the audit-trail API route was passing user.id so audit queries returned empty unless user and company shared a UUID. Drive-by: scope the dashboard "fresh start" localStorage key per companyId so dismissing the setup checklist in one company no longer carries over to others. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: address review comments on cloud backup + archive export - Extend audit trail to_date to end-of-day so last-day entries aren't silently excluded from period-scoped archives. - Apply 413 size-limit guard regardless of include_documents, using the overhead-only figure when documents are excluded. - Use crypto.randomUUID() for Drive multipart boundary to eliminate any collision risk with ZIP payload bytes. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: migrate legacy setup-gate localStorage keys on dashboard Users who previously dismissed the setup checklist via the old global erp_setup_fresh_start or erp_checklist_dismissed keys were re-gated after the switch to a company-scoped key. Fall back to the legacy keys on read and migrate them to the scoped key on first hit. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: update customer email handling and anonymization rules in supportmail-to-ticket skill * test: update audit trail to_date expectation for end-of-day timestamp Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Jakob Wennberg
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4fbfadb2b7 |
feat: invoice inbox extension — conversion, workspace UI, Gmail UX (#255)
* feat: invoice inbox extension — conversion, workspace UI, Gmail UX Complete the invoice-inbox extension with full end-to-end flow: - Add POST /items/:id/convert route to create supplier invoices from classified inbox items, with accrual journal entry and document linking - Add PATCH /items/:id/reject route to dismiss non-relevant items - Add workspace UI at /e/general/invoice-inbox with items table, status filtering, convert dialog, and match confirmation - Add Gmail connection banner (connect/disconnect/status) in workspace - Add one-click supplier creation from AI-extracted data - Add transaction auto-matching with fuzzy name + currency-aware amount - Add event emission (received, extracted, confirmed) on classification - Redirect OAuth callback to workspace instead of /settings/banking - Fix extension catch-all body clone for POST routes with path params - Fix duplicate Löner nav entry from salary module merge - Remove summary cards from expenses and supplier invoices pages - Fix supplier-invoices/new amount input (valueAsNumber → Controller) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — company_id filters, currency guard, skipAuth clone - Add company_id filter to reject route update (defense in depth) - Add company_id filter to document_attachments journal entry link - Guard sekMatch with tx.currency === 'SEK' to prevent false matches - Clone request in skipAuth branch for consistency with auth branch Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Mattsson
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bb0db7a588 |
Salary module improvements (#250)
* feat: implement salary module with personnummer encryption, salary entries, tax tables, and AGI tracking - Added personnummer encryption and decryption functions for secure storage. - Created salary entries handling for journal entries including gross salary, tax withholding, and employer contributions. - Implemented tax table lookup functionality for calculating tax amounts based on monthly income. - Developed SQL migration for salary module including tables for payroll configuration, tax rates, employees, salary runs, salary run employees, salary line items, and AGI declarations. - Established row-level security policies for all new tables to ensure company-scoped access. * feat: add salary calculation modules for 2026 - Implemented engångsskatt calculation for one-time payments with tax brackets. - Added löneväxling functionality for salary sacrifice to pension, including employer savings and warnings. - Created pain.001 generator for salary batch payments in compliance with Swedish banking standards. - Developed PDF template for payslips, including detailed breakdowns and employer costs. - Generated seed data for Swedish tax tables for 2026, including SQL insert statements. - Implemented traktamente calculations for per diem and mileage allowances, adhering to Skatteverket regulations. - Added seed script for populating tax tables in the database. * feat: Update meal reduction percentages in traktamente calculation fix: Remove obsolete seed script for 2026 tax tables feat: Extend SalaryRunStatus type to include 'corrected' status feat: Implement KU10 XML generation endpoint for annual employee income statements feat: Add endpoint for creating corrections to booked salary runs feat: Implement endpoint for sending payslip PDFs to employees feat: Create KU10 XML generator for annual reporting feat: Add salary transaction matcher for auto-linking bank transactions to salary entries chore: Add database migration for salary correction support * feat: replace select elements with custom Select component for employment and salary types * feat: enhance salary calculations with pension entry and avgifter category support * feat: enhance employee management with salary type, tax status, and validation improvements * feat: Implement AGI submission flow to Skatteverket - Added AGI submission route to handle the submission process. - Created AGI client for interacting with Skatteverket's API. - Introduced AGI mappers to convert salary run data into the required AGI JSON payload format. - Enhanced API client to support custom base URLs for Skatteverket API requests. - Added types for AGI submission payload and validation results. - Implemented tests for AGI mappers to ensure correct payload structure and data handling. * feat: enhance salary module with Skatteverket integration and update dashboard navigation * Update app/api/salary/runs/[id]/agi/submit/route.ts Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> * Update app/api/salary/runs/[id]/approve/route.ts Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> * feat: integrate write permission check and remove Skatteverket extension --------- Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> |
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Jakob Wennberg
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e46654ab25 |
feat: concurrency guards, account validation, and reversal side-effects (#247)
* feat: add concurrency guards, account validation, and reversal side-effects to bookkeeping engine Prevent double-booking via CAS guards on mark-paid and categorize routes (409 on conflict), make payment GL entries blocking (AP/AR must match GL), validate account resolution in engine, and auto-sync invoice status on payment reversal. Adds journal_entry.reversed event type. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — company_id filter, voucher gaps, status restore - Add missing company_id filter on supplier-invoice CAS update (defense in depth) - Add voucher_gap_explanations insert on CAS-cancelled entries in both mark-paid routes (BFNAR 2013:2 compliance, matching categorize route pattern) - Fix reversal status restore: check due_date to determine overdue vs sent/approved instead of always reverting to sent/approved - Rename shadowed reversedLines variable to originalLines (P2 clarity) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: derive reversal payment amount from payments table, not GL lines The reversal GL entry is already a line-by-line mirror per BFL 5 kap 5§. For the business-level invoice sync, use the payment record amount from supplier_invoice_payments / invoice_payments instead of inspecting GL account numbers — works identically for kontantmetod and faktureringsmetod without needing to know which accounts were used. Also adds company_id filter on all reversal sync queries (defense in depth). Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: allow reversal of partially_paid customer invoices Widen the status filter from .eq('status', 'paid') to .in('status', ['paid', 'partially_paid']) so that reversing a partial payment GL entry correctly updates the invoice state. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Mattsson
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d484c341a4 |
Psu type configuration (#248)
* feat: implement salary module with personnummer encryption, salary entries, tax tables, and AGI tracking - Added personnummer encryption and decryption functions for secure storage. - Created salary entries handling for journal entries including gross salary, tax withholding, and employer contributions. - Implemented tax table lookup functionality for calculating tax amounts based on monthly income. - Developed SQL migration for salary module including tables for payroll configuration, tax rates, employees, salary runs, salary run employees, salary line items, and AGI declarations. - Established row-level security policies for all new tables to ensure company-scoped access. * feat: add salary calculation modules for 2026 - Implemented engångsskatt calculation for one-time payments with tax brackets. - Added löneväxling functionality for salary sacrifice to pension, including employer savings and warnings. - Created pain.001 generator for salary batch payments in compliance with Swedish banking standards. - Developed PDF template for payslips, including detailed breakdowns and employer costs. - Generated seed data for Swedish tax tables for 2026, including SQL insert statements. - Implemented traktamente calculations for per diem and mileage allowances, adhering to Skatteverket regulations. - Added seed script for populating tax tables in the database. * feat: Update meal reduction percentages in traktamente calculation fix: Remove obsolete seed script for 2026 tax tables feat: Extend SalaryRunStatus type to include 'corrected' status feat: Implement KU10 XML generation endpoint for annual employee income statements feat: Add endpoint for creating corrections to booked salary runs feat: Implement endpoint for sending payslip PDFs to employees feat: Create KU10 XML generator for annual reporting feat: Add salary transaction matcher for auto-linking bank transactions to salary entries chore: Add database migration for salary correction support * feat: replace select elements with custom Select component for employment and salary types * feat: enhance salary calculations with pension entry and avgifter category support * feat: enhance banking settings with PSU type detection and error handling * fix: improve error handling for bank connection and update access denial message |
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Mattsson
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04dbb31d7e |
Salary module (#245)
* feat: implement salary module with personnummer encryption, salary entries, tax tables, and AGI tracking - Added personnummer encryption and decryption functions for secure storage. - Created salary entries handling for journal entries including gross salary, tax withholding, and employer contributions. - Implemented tax table lookup functionality for calculating tax amounts based on monthly income. - Developed SQL migration for salary module including tables for payroll configuration, tax rates, employees, salary runs, salary run employees, salary line items, and AGI declarations. - Established row-level security policies for all new tables to ensure company-scoped access. * feat: add salary calculation modules for 2026 - Implemented engångsskatt calculation for one-time payments with tax brackets. - Added löneväxling functionality for salary sacrifice to pension, including employer savings and warnings. - Created pain.001 generator for salary batch payments in compliance with Swedish banking standards. - Developed PDF template for payslips, including detailed breakdowns and employer costs. - Generated seed data for Swedish tax tables for 2026, including SQL insert statements. - Implemented traktamente calculations for per diem and mileage allowances, adhering to Skatteverket regulations. - Added seed script for populating tax tables in the database. * feat: Update meal reduction percentages in traktamente calculation fix: Remove obsolete seed script for 2026 tax tables feat: Extend SalaryRunStatus type to include 'corrected' status feat: Implement KU10 XML generation endpoint for annual employee income statements feat: Add endpoint for creating corrections to booked salary runs feat: Implement endpoint for sending payslip PDFs to employees feat: Create KU10 XML generator for annual reporting feat: Add salary transaction matcher for auto-linking bank transactions to salary entries chore: Add database migration for salary correction support * feat: replace select elements with custom Select component for employment and salary types * feat: enhance salary calculations with pension entry and avgifter category support |
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Mattsson
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a3fea6fb7c |
feat: add opening balance import functionality (#238)
- Implemented OpeningBalanceResultStep component to display results of the import process, including success messages and error handling. - Created OpeningBalanceUploadStep component for file upload with drag-and-drop support, including validation for accepted file types. - Developed column detection logic in column-detector.ts to identify account number, name, debit, credit, and balance columns based on headers and data. - Added parser functionality in parser.ts to handle parsing of opening balance files, including validation and BAS account matching. - Created tests for column detection and parsing logic to ensure accuracy and reliability. - Defined types for detected columns and parsed rows in types.ts to improve type safety and clarity in the codebase. |
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Mattsson
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bf36ebfd88 |
feat: booking template library with system templates and cross-company sharing (#235)
* feat: implement viewer role permissions for bank transaction imports and connections * feat: add booking_template_library table with 30 system templates Three-level scoping (system/team/company), RLS policies for read/write/delete, and pre-seeded templates for EU reverse charge, tax account, private transfers, salary, representation, year-end, VAT netting, and bank/finance scenarios. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add template library types, helpers, and tests - BookingTemplateLibrary/Line/Category types in types/index.ts - applyTemplate() converts template lines + amount into form lines - Category labels, scope helpers for UI display - 8 unit tests for amount calculation, VAT, rounding, and scope detection Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add booking template CRUD, export, and import API routes - GET/POST/DELETE /api/settings/booking-templates (list, create, soft-delete) - PUT /api/settings/booking-templates/[id] (update non-system templates) - GET /api/settings/booking-templates/export (JSON download) - POST /api/settings/booking-templates/import (bulk import from JSON) All routes enforce auth, write permissions, and Zod validation. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add template picker UI and settings management panel - BookingTemplatePicker: dialog with search, category/entity-type filter, line preview, and amount input — integrated into JournalEntryForm - BookingTemplatesPanel: settings page with grouped templates (system/team/company), create dialog, export/import, soft-delete - Settings templates page now shows both booking and counterparty templates Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * Update supabase/migrations/20260413160000_booking_template_library.sql Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> |
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Mattsson
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cd376e1cad | feat: implement viewer role permissions for bank transaction imports and connections (#234) | ||
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Jakob Wennberg
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9753f18533 |
fix: address user feedback — RC preview, bank sync lookback, CSV import robustness (#233)
Three confirmed issues from user feedback: 1. Reverse charge preview now uses per-item VAT rates and correct accounts (2645/2647, 2614/2624/2634) instead of hardcoded 25%/2614 2. Bank sync uses 90-day lookback on first sync (when last_synced_at is null) instead of hardcoded 7 days for all syncs 3. Bank file import improvements: - Shared date normalizer supporting DD.MM.YYYY, DD/MM/YYYY, YYYYMMDD - Silent row skips now reported with reason in issues[] - Decimal separator mismatch detection in generic CSV - Swedish error message with format diagnostics on detection failure - Date format selector in column mapping UI Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Mattsson
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4644642f8a |
Improve invite flow by replacing user listing with email existence check (#229)
* Improve invite flow by replacing user listing with email existence check * Refactor invite logic to redirect users based on account status and enhance email existence check permissions |
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Jakob Wennberg
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7bf7565852 |
feat: delete last voucher, notes field, schema cache fix (#230)
* feat: delete last voucher, notes field, schema cache fix
Address three customer feedback items from William (wigu.se):
1. Delete last voucher per series (Fortnox model):
- New `delete_last_voucher` RPC with full safety checks (last-in-series,
open period, no references, owner/admin only)
- Session variable bypass for immutability/retention/line triggers
- Full JSONB audit trail (BFNAR 2013:2 behandlingshistorik)
- DELETE endpoint + UI with confirmation dialogs
- Storno restoration when deleting a reversal entry
2. Notes/comment field on vouchers:
- `notes` column on journal_entries (always-editable internal metadata)
- Immutability trigger updated to allow notes-only updates on posted entries
- PATCH endpoint, inline-edit UI on detail page, form textarea
3. Schema cache fix:
- NOTIFY pgrst applied to production (immediate fix)
- Retroactive migration + CLAUDE.md migration rule added
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address Greptile review — tighten trigger, lock voucher sequence
P1: The notes-only exception in enforce_journal_entry_immutability was
too broad — it only checked 7 verifikation fields, allowing silent
mutation of correction_of_id, reverses_id, reversed_by_id, committed_at,
and user_id on posted entries. Now guards all metadata fields; only
notes and updated_at may differ.
P2: Lock voucher_sequences row FOR UPDATE before the MAX(voucher_number)
check in delete_last_voucher to serialise against concurrent
commit_journal_entry calls, preventing voucher number gaps.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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Mattsson
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ade4ad5971 |
Fiscal period and multi bank (#228)
* feat: add fiscal period backward chaining and entry date validation Support creating fiscal periods before the earliest existing period (backward chaining) for backfill scenarios, alongside the existing forward chaining. The engine now validates that entry dates fall within the selected fiscal period, with a Swedish error message. The journal entry form auto-selects the matching period and shows a warning with a CreatePeriodDialog when no period covers the entry date. * feat: support multi-bank-account for imports and reconciliation Plumb a configurable settlement account through the entire bank import pipeline — mapping engine, transaction entries, ingest, and reconciliation — so secondary bank accounts (e.g. 1931, 1932) work correctly instead of hardcoding 1930. Adds a get_unlinked_bank_lines RPC that generalizes the existing get_unlinked_1930_lines with a fallback for backwards compatibility. The bank file import UI now shows a bank account selector when multiple 19xx accounts exist. Also adds default_vat_code/sru_code to account creation and fixes uploadDocument argument order in enable-banking sync. |
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Jakob Wennberg
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258a64a849 |
feat: allow replacing completed SIE imports (#227)
* feat: allow replacing completed SIE imports Users who import a SIE file, make adjustments in the source system, and re-export can now replace the old import instead of being permanently blocked by the "overlapping fiscal year" guard. The old import's entries are cancelled (posted → cancelled) and the import is marked as 'replaced'. Nothing is deleted — full audit trail preserved per BFL 5 kap 5§ (rättelse) and BFNAR 2013:2 kap 8. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — atomic RPC, locked_at check - P1: Wrap entry cancellation + import status update in a single DB RPC (replace_sie_import) to prevent inconsistent state on partial failure - P2: Check locked_at in addition to is_closed for fiscal period guard - P2: Use RPC return value for accurate cancelled entry count Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Mattsson
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a1a816b4a5 |
Delete features (#218)
* Implement company and account deletion features - Add event types for company and account deletion to CoreEvent. - Enhance Supabase middleware to handle company context resolution and cookie management for archived companies. - Create API routes for deleting accounts and companies, including necessary validations and event emissions. - Implement tests for account and company deletion endpoints to ensure proper functionality and error handling. - Add retention notice component to inform users about bookkeeping data retention during destructive actions. - Create database migrations to support soft deletion of companies and anonymization of user accounts, ensuring compliance with retention laws. * feat: enhance account deletion process and update user notifications * Add service client for onboarding completion check and update escape hatch visibility * Enhance invite flow and email handling for company members * Refactor company context and RLS policies for active company isolation - Update `switchCompany` to remove unnecessary revalidation as client handles navigation. - Revise `getActiveCompanyId` to prioritize `user_preferences` and validate against non-archived memberships. - Modify `setActiveCompany` to ensure `user_preferences` is the authoritative source while maintaining cookie compatibility. - Enhance middleware to resolve active company using `user_preferences` and fallback to first non-archived membership. - Introduce new API route `/api/company/current` to fetch the active company ID for cross-tab synchronization. - Implement `CompanyTabSync` component for real-time active company enforcement across tabs. - Create migration for RLS policies to enforce single-active-company isolation using `current_active_company_id()`. * feat: implement viewer role enforcement for write permissions - Added `useCanWrite` hook to determine if the current user has write permissions based on their role in the active company. - Updated various components (JournalEntryForm, CustomerForm, DeadlineForm, etc.) to disable write actions and show a lock icon with a tooltip for users without write permissions. - Introduced `requireWritePermission` function to enforce write permissions at the API level, returning a 403 response for viewers. - Created tests to verify the behavior of the viewer role and write permissions. - Added database migration to enforce read-only access for viewers at the database level. |
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Jakob Wennberg
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73fb97052b |
fix: resolve INK2/NE entity_type from companies table fallback (#217)
* fix: resolve INK2/NE entity_type from companies table fallback (#193) The entity_type check in INK2 and NE-bilaga engines read from company_settings where it is nullable, causing "only for aktiebolag" errors when the column is null. Now falls back to companies.entity_type (NOT NULL, always set). Reports page uses useCompany() context instead of /api/settings for tab visibility. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — surface fallback errors, avoid direct mutation - Surface Supabase errors in entity_type fallback queries instead of silently swallowing them (ink2-engine, ne-engine) - Use spread instead of direct mutation on Supabase result object (settings route) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: use separate variable to avoid const reassignment in settings route Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob Wennberg
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bca00cc5bd |
fix: BankID fallback, bank import fixes, account deletion (#216)
* fix: BankID graceful fallback, bank import fixes, and account deletion - BankID: surface service_unavailable state in login/register with password fallback messaging; structured error codes in tic extension; poll failure counter in BankIdAuth avoids infinite retry when TIC API is down. - Transactions: allow deleting unbooked bank-synced and imported transactions (only posted entries remain protected); detect reconnect duplicates by also checking unbooked bank-synced rows in content-based dedup. - Enable Banking: key external_id by account iban/uid instead of connection id so reconnects don't create duplicates. - Bank import: detect SEB privatbanken CSV variant (Bokföringsdatum / Valutadatum headers) via regex. - Banking settings: replace full-screen sync loader with toast notifications. - delete_user_account: raise statement_timeout, pre-clear NO ACTION FK references, and disable audit/immutability triggers during CASCADE. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — ingest dedup scoping and migration EXCEPTION handler - ingest: split buildExistingTransactionMap into two maps. Booked rows (any source) remain consumed by any incoming raw transaction, but unbooked enable_banking slots are only consumed when the incoming raw transaction is also enable_banking. This preserves reconnect dedup while preventing false positives where a pending bank-synced row silently blocks a legitimately separate CSV row with the same date/amount. - delete_user_account: add EXCEPTION WHEN OTHERS handler that re-enables every legally required enforcement trigger before re-raising. Postgres transactional DDL already rolls back on abort, but the explicit guard makes the intent unambiguous and covers sub-transaction edge cases so enforcement triggers are never left disabled. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Mattsson
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aa405b9a74 |
Fix/company creation bug (#212)
* feat: enhance JournalEntryForm with currency selection and exchange rate fetching - Added currency selection to JournalEntryForm, allowing users to choose from multiple currencies (SEK, EUR, USD, GBP, NOK, DKK). - Implemented fetching of exchange rates from Riksbanken API based on selected currency and entry date. - Updated calculations for foreign amounts and SEK equivalents based on user input and fetched exchange rates. - Improved form handling to reset currency-related fields when switching back to SEK. feat: refactor WelcomeOnboarding to streamline company creation process - Replaced direct company switching with a new server action to create a company from onboarding data. - Added validation for fiscal period during onboarding steps, allowing for mid-month starts for the first fiscal period. - Enhanced error handling and rollback mechanisms to ensure data integrity during company creation. fix: update Step3TaxRegistration to allow flexible first-year start dates - Modified date selection to include day, month, and year for the first-year start date. - Updated validation messages to reflect changes in fiscal year start date handling. test: expand validate-period-duration tests for fiscal period validation - Added tests to validate that mid-month starts are allowed for the first fiscal period. - Ensured that subsequent periods must start on the 1st of the month and enforced maximum duration constraints. feat: implement currency rate API endpoint - Created a new API route to fetch exchange rates for specified currencies, ensuring user authentication. - Validated currency input and handled errors for invalid requests. chore: update database constraints for fiscal periods - Modified database constraints to allow custom start dates for the first fiscal period while enforcing day-1 starts for subsequent periods. * fix: implement computeFiscalPeriod function for onboarding and refactor JournalEntryForm * Fixed date issue * Added migration |
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Mattsson
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bb336eba88 |
Fix/user feedback (#210)
* Add delete policies for provider consent tokens and provider OTC * Add trade name support for companies in settings and documents * Resolved currency selection issue * Enhance invoice line display with foreign currency support and update delivery date schema to allow empty values * Add currency display for journal entries and include currency metadata in transaction creation * Add trade_name column to company_settings for external display |
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Jakob Wennberg
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b484e9a7b4 |
fix: Swedish VAT/SIE compliance, storno hardening, document integrity (#209)
* feat: add INK2 declaration improvements, invoice delivery date, and Swedish compliance skills Expand INK2 engine with full INK2S/INK2R support and improved SRU generation. Add delivery_date field to invoices and corresponding PDF/migration support. Add Claude skills for Swedish asset accounting, invoice compliance, SIE import/export, SRU filing, and tax planning. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address PR review — map BAS 4500–4899, strip CRLF in SRU, document P3 - Map BAS accounts 4500–4599 (legoarbeten), 4700–4899 (diverse varuinköpskostnader) to SRU 7512 so they are not silently dropped from INK2R declarations - Strip \r\n in sanitizeString to prevent CRLF injection in SRU fields - Document P3 period suffix limitation for brutet räkenskapsår Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: correct BAS 4500-4599, 4700-4899 mapping from 7512 to 7511 Per the official BAS-to-SRU mapping, these account ranges are cost of goods (legoarbeten, inkurans, svinn) and belong under 7511 (Råvaror och förnödenheter), not 7512 (Handelsvaror). 7512 remains 4600-4699. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: Swedish VAT compliance — representation VAT, domestic RC, full BAS 26xx mapping, SIE encoding - Representation expenses now default to reduced_12 VAT (ML 13 kap 24-25 §§); income tax deduction was abolished 2017 but VAT deduction at 12% remains - Domestic reverse charge (byggtjänster etc.) uses 2647 instead of 2645, with distinct line descriptions for Swedish vs EU/non-EU RC - VAT declaration maps all BAS 26xx variant accounts (egna uttag 2612/2622/2632, uthyrning 2613/2623/2633, VMB 2616/2626/2636, import 2615/2625/2635, domestic RC 2647, frivillig skattskyldighet 2642) and revenue variants (3108/3105/3004/3100) to correct momsdeklaration rutor - SIE parser: remove unreliable #FORMAT PC8 encoding detection (most software exports UTF-8 with PC8 header), parse #FLAGGA for import-already-done warning, default SIE type to 1 when absent, fix RTRANS/BTRANS documentation - SIE export: add #RAR -1 (previous fiscal year), fix UB = IB + movements - Error messages: add pattern matching for locked period trigger errors Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — update ruta49 JSDoc, use null sentinel in error map Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: harden storno CAS guard, document integrity, and BFNAR archive compliance - Storno: defer original→reversed until both entries succeed, add CAS guard for concurrent reversals, use cancelEntry() instead of delete - Document: add document.accessed event, enrich archive manifest with metadata, add BFNAR 2013:2 systemdokumentation to full archive export - Verify cron: run daily, configurable batch size, include company_id in audit - Migrations: integrity audit actions, document version chain, metadata immutability, audit deletions, fix immutability for posted/cancelled Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — allow is_current_version in immutability trigger, log cancelEntry errors - Remove is_current_version from blocked fields in enforce_document_metadata_immutability trigger so create_document_version RPC can supersede documents linked to posted entries - Add error logging to cancelEntry for observability on cleanup failures Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob Wennberg
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7a18d89c70 |
feat: INK2 declaration improvements, invoice delivery date & Swedish compliance skills (#204)
* feat: add INK2 declaration improvements, invoice delivery date, and Swedish compliance skills Expand INK2 engine with full INK2S/INK2R support and improved SRU generation. Add delivery_date field to invoices and corresponding PDF/migration support. Add Claude skills for Swedish asset accounting, invoice compliance, SIE import/export, SRU filing, and tax planning. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address PR review — map BAS 4500–4899, strip CRLF in SRU, document P3 - Map BAS accounts 4500–4599 (legoarbeten), 4700–4899 (diverse varuinköpskostnader) to SRU 7512 so they are not silently dropped from INK2R declarations - Strip \r\n in sanitizeString to prevent CRLF injection in SRU fields - Document P3 period suffix limitation for brutet räkenskapsår Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: correct BAS 4500-4599, 4700-4899 mapping from 7512 to 7511 Per the official BAS-to-SRU mapping, these account ranges are cost of goods (legoarbeten, inkurans, svinn) and belong under 7511 (Råvaror och förnödenheter), not 7512 (Handelsvaror). 7512 remains 4600-4699. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Mattsson
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bf5a8d9195 |
Fix/multiple company (#203)
* Refactor onboarding and dashboard logic; add silent team creation for users - Removed unnecessary useCompany context in DashboardContent and SettingsSidebar components. - Simplified onboarding setup logic to allow direct access to the dashboard for users without companies. - Introduced WelcomeOnboarding component to handle user onboarding steps. - Added migration to create silent teams for all users at signup, backfilling existing users without teams, and cleaning up incomplete companies. * fix: update greeting logic and improve email handling in TIC extension * Redirect to onboarding for users without companies and update onboarding flow * Build issue fix * Enhance onboarding experience by adding existing companies check |
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Jakob Wennberg
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dec9a37d2d |
feat: add Swedish payroll & VAT skills and init support contact route (#202)
Add Claude Code skills for Swedish payroll and VAT compliance reference. Initialize extension system in the support contact API route so email service is available. Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Mattsson
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211033410c |
Fix/import data (#200)
* fix: enhance import data handling and consent management across components * feat: Enhance SIE import functionality with validation and error handling improvements - Added validation errors and warnings state management in SIEImportWizard. - Improved error handling for duplicate, validation, and parsing errors during SIE file import. - Enhanced user feedback with actionable guidance for common import errors. - Updated SIEUploadStep to display validation errors and warnings. - Improved error messages in API routes for better clarity and user experience. - Added file size and type validation in the SIE parse route. - Enhanced parsing logic to provide more detailed error messages for unbalanced vouchers and missing amounts. - Created a new storage bucket for SIE file archival in Supabase with appropriate policies for user access. - Updated tests to reflect changes in error messages and validation logic. * fix: Improve type assertion for response in getPage method * Update extensions/general/arcim-migration/lib/migration-orchestrator.ts Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> * Update supabase/migrations/20260408130000_sie_files_storage_bucket.sql Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> * fix: Add company ID verification for consent handling in accept and disconnect endpoints --------- Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com> |
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Mattsson
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6486e0d9e2 |
Fix/transaction inconsitensies (#190)
* fix: request explicit page size from Enable Banking API to fetch all transactions The API defaults to ~10 transactions per page when no limit is specified, causing incomplete syncs for users with more transactions. * fix: enhance DELETE operations and add missing RLS policies for multi-tenant support |