Commit Graph

3 Commits

Author SHA1 Message Date
Jakob Wennberg bb5fafe87b fix(orders): book webshop orders against 1686 and stop the missing-account dead end (#1697)
Booking an order from the Orders page could fail outright on a fresh
company. seed_chart_of_accounts() seeds a deliberately small chart:
3001/3002/3003 and 2611/2621/2631 are in it, but 3004, 3740 and the
clearing account are not. All three are reachable from an entirely
ordinary order (a 0%-rate line, an ore residual, or simply no
payment-method mapping yet), and the engine treats a missing or
inactive account as AccountsNotInChartError, so the user's first click
on Bokfor returned an error naming accounts they had no reason to know
about, with no way forward but to hand-add them.

The book route now ensures the closed set of accounts our own prefill
can emit exists before drafting. Deliberately narrow: only accounts in
WEBSHOP_PREFILL_ACCOUNTS are ever created, and only when a submitted
line uses one, so an account the user typed still surfaces as a real
error instead of quietly growing the chart. A deactivated row is
reactivated rather than duplicated, and every failure is swallowed so
the engine's typed error still wins over a chart tidy-up.

The unmapped default also moves from 1680 to 1686. 1680 is the generic
"Andra kortfristiga fordringar" parent; 1686 "Fordringar for kontokort
och kuponger" is what BAS defines for a claim on a payment provider,
which is what money sitting at Klarna or Stripe actually is. The Stripe
extension already settles against 1686, so a store running both
surfaces now shares one clearing account instead of splitting the same
receivable across two.

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-19 19:51:02 +02:00
Mattsson f8db38f989 fix(analytics): mask session replays by default, chrome-only unmask (#1639)
* fix(analytics): mask session replays by default, chrome-only unmask

Invert PostHog session-replay masking from visible-by-default with pattern
masking to deny-by-default: every input value is masked wholesale (rrweb
maskAllInputs, no maskInputFn) and every text node is masked unless it sits
under data-ph-unmask chrome or a table column header (th). Chrome tags live
on the shared UI primitives (PageHeader, Label, Button except combobox
triggers, TabsTrigger, Badge, Card/Dialog/Sheet titles, tooltips, help
popovers, empty states, settings labels), and tagged chrome is still
pattern-scrubbed for amounts and person-/organisationsnummer. data-ph-mask
beats data-ph-unmask, so call sites that interpolate user data into chrome
stay masked; a very-thorough audit swept every unmasked primitive and each
found site got a call-site mask. Confirm-dialog wrappers and toasts stay
masked centrally: their copy describes user objects by design. Untagged new
UI over-masks instead of leaking. Privacy policy, RoPA and decision log
updated in the same change.

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

* fix(analytics): tag detail-section chrome merged from main

The register-detail primitives landed on main after the replay-masking
audit ran: kickers and DefRow labels are static i18n chrome, values stay
masked.

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

* fix(analytics): close skeptic and review findings on replay masking

Explicit data-ph tags now resolve before the th chrome fallback, so a th
nested inside a data-ph-mask container masks correctly (regression test
added). Seven missed text-leak sites get call-site masks: delete-invoice
and credit-page invoice numbers, IB-correction voucher reference, TIC
orgnr (served unnormalized, so the separator-based scrub cannot be relied
on), articles search-term empty state, dimension segment labels, and
activate-account buttons. The attribute channel is closed with rrweb's
blockClass: inputs whose placeholder carries an effective user value
(salary overrides, correction description, danger-zone confirms, credit
confirm) get ph-no-capture, removing the element from recordings while
the prefill UX stays intact; the pivot-th title attribute is dropped.
Privacy-policy effective date bumped to 2026-08-17.

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

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Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-17 11:32:45 +02:00
Mattsson c35b2547fb feat(webshop-orders): Orders page with per-store, per-payment-method booking (#1525)
* feat(webshop-orders): schema, types and error codes for the orders surface

webshop_orders (order/refund rows, financial-freeze trigger, member
select/update RLS, no DELETE) + webshop_store_settings (per-store payment
method -> account map), source_type 'webshop_order', multi-store index drop,
customer_country, and a one-time woo cursor reset so the switch-over
backfills and cross-marks existing feed rows. Tables classified in the
full-archive export; pg-real coverage for RLS, freeze and CHECK.

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

* feat(webshop-orders): core service (ingest, booking lines)

upsertWebshopOrders: two-phase order/refund upsert with FX enrichment,
legacy-feed cross-marking, frozen-row protection and field-wise jsonb
comparisons (Postgres does not preserve object key order). Booking-line
builder: per-rate VAT split with SIGNED buckets (discounts book as revenue
reductions), refund mirroring, 3740 residual, per-store account prefill,
and advisory export/EU + OSS warnings.

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

* feat(webshop-orders): API routes for list, booking, invoicing and mapping

Booking is draft -> atomic claim -> commit (conditional link-back closes the
concurrent double-book race; a lost claim cancels the voucher-free draft).
Legacy-feed guard honors transactions.is_ignored on both the book and
create-invoice paths. Invoice conversion reuses buildInvoiceWriteData for an
unnumbered draft with dominant-rate fallback and drift-safe unit prices.

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

* feat(webshop-orders): Orders page, booking/invoice dialogs and gated nav

/orders lists per-store orders with status tabs (server-side filters),
exception chips and one action per row. Booking dialog prefills from the
per-store payment-method mapping with an opt-in remember; invoice dialog
converts to a draft kundfaktura. The Order nav item renders only for
companies with an active WooCommerce connection or existing order rows
(Shopify deliberately excluded until its sync writes webshop_orders).

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

* feat(woocommerce): switch the order sync to webshop_orders, multi-store

The sync maps rich wc/v3 payloads (billing, line/shipping/fee taxes, refund
allocations with parent-prorated VAT fallback) and upserts order rows
instead of transactions-inbox rows; already-imported feed rows stay
bookable and get cross-marked. Multi-store: several active connections per
company, per-store panel cards with the account-mapping editor.

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

* docs(webshop-orders): decision log entries and ratchet baseline

Baseline moves DOWN only: naive-ore-round 638 -> 637 via roundOre adoption;
hand-rolled invariants stay at 115 (ACCOUNT_NUMBER_RE imported, not inlined).

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

* fix(webshop-orders): resolve PR #1525 review findings and CI failures

Review batch (Superagent, CodeRabbit, Swedish compliance review):
- Mutual-exclusion claims: booking guards invoice_id, invoice link-back
  guards journal_entry_id AND treats zero matched rows as the conflict it
  is (409 + rollback), closing both TOCTOU races.
- Freeze v2 migration (20260812124858): the link columns themselves are
  protected: invoice links immutable, journal links clearable only while
  the entry is still a draft (the booking rollback path).
- Scraped orgnr no longer auto-written to customers.org_number; rate
  fallback applies only on single-VAT-bucket orders; refunds get their own
  WEBSHOP_ORDER_REFUND_NOT_CONVERTIBLE code; VAT advisories outrank the
  invoice-mode hint in the booking dialog.
- Ingest compares every synced field (billing corrections no longer drop
  as unchanged); sync guards absent refunds arrays; /sync aggregates
  per-store results; panel disables all cards while a request runs; orders
  page separates load failure from empty; account field explains itself.

CI: regenerated skills/accounted-api; pg tests restructured for
transaction-abort/rollback semantics + freeze-link coverage; unresolvable-
expression ceiling 375 -> 378 with documented reason (partial-update
payloads in ingest, shapes covered by unit tests).

Declined: CodeRabbit docstring-coverage advisory (house style: comments
only where the code cannot say it).

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

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Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-12 15:08:13 +02:00