Commit Graph

7 Commits

Author SHA1 Message Date
Jakob Wennberg 3e1ea29d02 fix(pending-ops): record posted ids and land failed_partial instead of clean rejected after partial commits (#842) (#1110)
Multi-step executors (match_transaction_invoice, credit_invoice) post an
irreversible voucher or persist a credit note and then run later fallible
steps. A failure there previously marked the whole op status=rejected,
hiding the posted entity and its id from operators.

- new migration 20260722134114: add failed_partial to the
  pending_operations status CHECK and treat it as terminal in both
  immutability triggers (immutable, undeletable, never re-claimable)
- PartialCommitError + ExecutorResult.partialPostedIds carry the posted
  ids; the dispatcher writes status=failed_partial with
  result_data.posted_ids and returns code=partial_commit
- instrument only the two named executors; hoist the read-only
  settlement-account resolution above the storno in the match executor
- consumer sweep: status union + query schema widened, failed_partial
  folds into the Avvisade tab with a badge and posted-ids detail line,
  bulk/reject routes and MCP tools message it explicitly, worklist and
  expiry sweep intentionally untouched (not pending work)
- tests: pg-real coverage for the new terminal semantics, dispatcher unit
  tests for both partial paths plus byte-for-byte regression guards

Fixes #842

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-22 18:33:49 +02:00
Mattsson 87f0d5af48 fix: GH issues batch: deadlines opt-ins, SKV reconnect, narrative edit, payment-link gating (#1076)
* fix(errors): close remaining raw-message leaks after #1048 (#337)

Follow-up to PR #1048. No user-visible toast or response field can now
carry a raw engine or DB message; everything maps through getErrorMessage
or the structured-errors registry.

- get-error-message: only normalize a code-carrying Error instance into
  the structured path when the registry knows the code; unknown codes
  (Node system errors, stray third-party codes, Error-wrapped Postgres
  SQLSTATEs) fall through to pattern match, Swedish check, Postgres map
  and the status/context/generic fallbacks instead of returning the raw
  message. New Swedish-detection pattern for "ar last" phrases and a
  known-pattern row for "already has a journal entry".
- structured-errors: add CANNOT_EDIT_NON_DRAFT (409) and
  MANDATORY_DIMENSION_MISSING (400) rows, plus common Node network codes
  (ECONNREFUSED, ECONNRESET, ETIMEDOUT, ENOTFOUND, EAI_AGAIN, EPIPE) as
  retryable 503 transients with a Swedish message.
- pending-operations commit + bulk-commit routes: map executor error
  strings through getErrorMessage before responding (raw stays in logs);
  Swedish passes through, English falls to status-appropriate Swedish.
- pending page: toast via getErrorMessage, fixing raw English toasts and
  "[object Object]" for structured envelopes on commit/bulk/reject.
- transactions book + journal-entries routes: untyped catch and DB list
  errors no longer return err.message; mapped or static Swedish instead.
- invoice send + issue-credit-note: partial_failures reasons are now
  Swedish (raw provider/DB text logged, never returned).
- Tests: new unknown-code/Error-instance suite, registry rows asserted,
  route tests updated off the pinned raw-English expectations.

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

* fix(skatteverket): target the räkenskapsår for yearly VAT redovisningsperiod

A yearly filer with a broken fiscal year has a Skatteverket period ending
in its FY-end month, not December, and the panel's year state is never
maintained in yearly mode (the year picker is replaced by the
räkenskapsår selector), so calls targeted the wrong period even for
calendar-FY companies filing after year end. The selected fiscal period
now rides through the whole chain: panel query strings, draft/validate/
submit bodies, buildMomsuppgift (which resolves the FY bounds so the
period id and the figures describe the same räkenskapsår), and the
staged-commit path. MCP callers without a fiscal period keep the
calendar fallback.

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

* feat(deadlines): group same-day skattekonto deadlines into one card

Moms, AGI and preliminärskatt legally share the skattekonto date (den
12:e), so a small monthly-moms employer saw 2-3 near-identical rows per
month. Two or more pending system rows of the skattekonto family on the
same due date now render as one grouped card with the date block once
and each obligation as a sub-row keeping its own confirm-to-complete
flow. Presentation only: rows, statuses, ICS feed unchanged.

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

* feat(deadlines): KU + ROT/RUT + long-tail opt-in deadlines, rolling horizon

Follow-ups from the #1028 audit left out of the #1057-#1060 fix stack,
each with its own condition modeling:

- kontrolluppgifter (KU10/KU20/KU31), due 31 Jan (SFL 24 kap. 1 §):
  opt-in flag suggested from ledger signals (2898 utdelning, 2393/2893
  ägarlån; deliberately not 2091, see DECISIONS.md), AB only, mirroring
  the #1059 EU-sales suggest-and-confirm pattern.
- rot_rut_begaran, due 31 Jan after the payment year (Lag 2009:194
  8 §): rows generated only for years with actually PAID ROT/RUT
  invoices, resolved inside the generator; invoice-derived suggestion.
- Long tail, explicit opt-in ('Fler deadlines'): OSS quarterly and IOSS
  monthly with a skipBankingDayAdjustment config flag (EU-law dates
  stand on weekends), Intrastat (10th banking day of the following
  month), punktskatt (ordinary skattedeklaration schedule), and
  fyllnadsinbetalning (12th of 2nd month over 30k / 3rd of 5th month,
  SFL 62:8 + 65 kap.). Kvarskatt deferred: needs a slutskattebesked
  date the app does not hold.
- Rolling generation horizon: recurring types ~6 months ahead, annual
  12 months, mirrored in the backfill expectation keys so the nightly
  cron never thrashes; regeneration now preserves manual in_progress
  status; one-time cleanup migration removes existing far-future rows.

Migrations also applied to the staging branch, together with the
previously missing 20260717xxxxxx deadline migrations (staging had
drifted and lacked dismissed_at).

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

* fix(arsredovisning): keep narrative editable after year-end close

The narrative save endpoint refused writes whenever the fiscal period was
closed/locked, but Verkstall bokslut closes the period before the
arsredovisning text is ever written, so every legitimate save failed with
PERIOD_LOCKED and the PDF fell back to placeholder text.

The narrative is arsredovisning document text (ARL 6 kap.), not journal
rakenskapsinformation, so the bookkeeping period lock does not apply.
Saves are now refused only once a Bolagsverket submission for the period
is registrerad (ARSREDOVISNING_REGISTERED, 409); the filed artifact was
already frozen separately by the submissions immutability trigger.

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

* fix(skatteverket): surface dead SKV connections and nudge reconnect

Prod has ~70 companies that connected Skatteverket before the post-connect
sync fix (#1010) and silently never synced skattekonto: the only reconnect
prompt lived in the settings panel nobody revisits.

- transactions-page banner when the connection is needs_reconsent or
  expired without refresh, linking to /settings/tax
- pre-connect note in the connect panel: approve ALL behorigheter on
  Skatteverket's consent page (previously only shown after a failure)
- wire the inert skattekonto.connection.expired event to an email nudge
  to the token owner; one send per consent episode via claim-first dedup
  in notification_log (type skv_connection_expired, partial unique index
  in migration 20260720090000, applied to staging)

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

* fix(archive): per-year behandlingshistorik covers late-booked vouchers + Drive backup disclaimer

The per-fiscal-year archive filtered audit rows by created_at within the
period, dropping treatment history for bokslut entries, stornos and SIE
imports booked after year end (BFNAR 2013:2 kap 8). The year archive now
unions the date window with every audit row touching the period's journal
entries and lines, deduped by audit id; line rows (company_id NULL by
trigger design) are admitted via a scoped OR and reachable on the
service-role backup path. ARCHIVE_FORMAT_VERSION 2->3 forces a one-time
Drive re-upload so existing archives pick up the complete history. The
Drive card on /import Exportera and the LASMIG texts now state the Drive
copy is a convenience backup, not the BFL 7 kap legal archive.

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

* fix(decisions): clarify Arsredovisning narrative save behavior on submission status

* feat(invoices): gate payment links behind invoice settings opt-in

The payment-link section (manual URL field + Stripe auto-create toggle)
was visible on every invoice and auto-created Stripe links on send for
any connected company. It is now opt-in per company:

- new company_settings.invoice_payment_links_enabled, default false for
  everyone (no grandfathering of Stripe-connected companies)
- invoice editor hides the whole section unless enabled; a draft that
  already carries a link still shows it so old links stay clearable
- enforced server-side in maybeCreatePaymentLinkForInvoice (after the
  provider lookup, so the extension-free core build never queries), so
  dashboard, v1, MCP and recurring sends all obey it
- new toggle on Settings -> Invoicing, saves instantly; sv/en strings

Migration applied to the staging branch; prod gets it on merge.

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

* fix(tests): add invoice_payment_links_enabled to company settings fixture

The makeCompanySettings fixture missed the new required boolean, failing
the core-only build's type check of tests/helpers.ts. Default false,
matching the migration default.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Signed-off-by: Emil <emilmattsson14@gmail.com>

* fix(review): address CodeRabbit, compliance and Swedish review findings

Round 2 of PR #1076 review feedback, one change per accepted finding:

- pending page: res.json() safe fallback in both commit paths so a
  non-JSON proxy response cannot surface a raw parser error
- bulk-commit: map operation status enums to Swedish display labels in
  the 'Redan hanterad' skip message
- payment-link settings: disable the toggle while a save is in flight
  to prevent out-of-order PUT responses
- deadlines group card: route all UI strings through next-intl
  (deadlines namespace, sv + en)
- archive export: scope the period audit entry lookup to
  posted/reversed, matching the rest of the export
- error tests: assert the exact registry English message for
  ECONNREFUSED to lock the no-leakage contract
- signal routes: log.warn when best-effort lookups swallow a Supabase
  error (forensics), keep fail-closed behavior
- narrative route: document that 'avslutad' submissions deliberately
  stay editable (never registered at Bolagsverket)
- VAT: yearly declarations without an explicit fiscalPeriodId now
  resolve the räkenskapsår ending in the target year from
  fiscal_periods instead of assuming a calendar FY (SFL 26 kap
  10-11 §§); calendar fallback only when no fiscal period exists
- deadlines: IOSS deadline no longer requires vat_registered
  (Art. 369s has no Swedish VAT registration prerequisite)

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Signed-off-by: Emil <emilmattsson14@gmail.com>

---------

Signed-off-by: Emil <emilmattsson14@gmail.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-20 13:38:14 +02:00
Mattsson abe9ac9d8c Fix/attributes config (#926)
* fix(git): pin LF on generated extension registry and vitest snapshots

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

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

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

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

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

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

* fix(api): route transactions endpoints through withRouteContext

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

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

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

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

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

* fix(api): route salary endpoints through withRouteContext

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

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

* fix(api): route report endpoints through withRouteContext

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-08 09:54:46 +02:00
Jakob Wennberg ec27228a8e style: remove em/en dashes repo-wide, add CLAUDE.md rule against them (#890)
Em dashes (—) and en dashes (–) had spread across comments, docs, tests,
and a few UI strings, reading as AI-generated boilerplate rather than
house style. Replaced each with punctuation matching its context: colon
for explanatory clauses, comma for asides, plain hyphen for numeric/legal
ranges (e.g. "21-23§"), "to"/"till" for date ranges, parentheses for
paired-dash asides. messages/en.json and messages/sv.json were fixed by
hand together to keep sv/en in sync.

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

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

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

Co-authored-by: Claude Sonnet 5 <noreply@anthropic.com>
2026-07-04 15:58:06 +02:00
Jakob Wennberg 8d2ff61599 feat(bookkeeping): agent attribution into the immutable ledger layer (P0-1) (#678)
* feat(bookkeeping): agent attribution into the immutable ledger layer

Close the three attribution gaps left after 20260618120001 (which made
commit_method record 'api_key' for MCP-relayed approvals):

- journal_entries gains nullable committed_actor_type/committed_actor_label,
  stamped by commit_journal_entry in the same draft->posted UPDATE that
  writes commit_method. The RPC gains p_actor_type/p_actor_label
  (DEFAULT NULL; prior signature dropped first to avoid PostgREST overload
  ambiguity, same technique as 20260421140000).
- write_audit_log now populates audit_log.actor_type/actor_label from
  transaction-local gnubok.actor_* GUCs set by the RPC (the established
  gnubok.allow_delete pattern). Unset GUCs COALESCE to 'user' — byte-
  identical to the column's previous effective DEFAULT for every
  pre-existing write path.
- commitPendingOperation accepts opts.actor and runs the entire executor
  inside an AsyncLocalStorage runWithActor() scope read by commitEntry(),
  so EVERY journal commit an operation makes is attributed — closing the
  documented "commitMethod only reaches create_voucher" gap. MCP approve
  passes the api_key actor + key label; web single/bulk approve pass the
  user + email.

Known limitation (documented): reverseEntry posts reversal vouchers via
direct PostgREST writes, not the commit RPC — reversals keep NULL
attribution until that path is RPC-ified (follow-up).

pg-real coverage: lib/bookkeeping/__tests__/commit-actor.pg.test.ts
(RPC param stamping, audit GUC read, transaction-locality, CHECK
rejection, immutability of the new columns, single-signature guard).

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

* fix(bookkeeping): split actor-context so client bundles never see node:async_hooks

CI core-only build failed: engine.ts is reachable from client component
bundles (invoices/[id] page), and the static node:async_hooks import in
actor-context.ts cannot be chunked for the browser. Split the module:

- actor-context.ts (isomorphic): CommitActor type + a storage registry +
  getActor(). In a client bundle the registry stays empty and getActor()
  returns undefined — identical to the server-side no-scope default.
- actor-context-node.ts (server-only): owns the AsyncLocalStorage, binds it
  into the registry on import, exports runWithActor(). Imported only by the
  approval paths (commit.ts), which are never client-reachable.

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

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-06 10:05:48 +02:00
Mattsson 16164ea14c Fix/mcp fixes and bugs (#518)
* feat(voucher): add create voucher and correct entry previews; update commit methods

* feat: add support for pending operations in API key scopes and OAuth client management

- Introduced new API key scopes for reading and approving pending operations.
- Updated the scope groups to include pending operations.
- Added new tools for listing and managing pending operations.
- Implemented OAuth client registration and revocation endpoints.
- Created a UI panel for managing OAuth clients, including registration and revocation.
- Added tests for pending operations tools and OAuth allowlist functionality.
- Implemented a database migration for OAuth client registrations with appropriate policies and constraints.

* feat: Implement OAuth client registration rate limiting and enhance security measures

- Added IP-based rate limiting to the OAuth client registration endpoint to prevent enumeration attacks.
- Introduced a service-role client for allowlist lookups, ensuring trust boundaries are maintained.
- Updated error responses to be uniform across different types of redirect URI validation failures.
- Enhanced tests to reflect changes in OAuth scope handling, ensuring fallback to read-only scopes when no scopes are provided.
- Improved handling of high-risk pending operations, requiring explicit confirmation for approvals.
- Added audit logging for OAuth client revocations and pending operation approvals/rejections to maintain a security audit trail.
- Refactored API key scope management to include default read-only scopes for OAuth-issued keys and added segregation-of-duties checks.
2026-05-18 19:02:42 +02:00
Mattsson dbe634d0aa Mcp/bulk approval (#412)
* feat(pending-operations): implement bulk commit functionality with UI support

* feat(pending-operations): add bulk action labels and warnings for confirmation dialogs

* feat(pending-operations): enhance bulk commit functionality with rejection handling and summary updates
2026-05-07 13:00:11 +02:00