Commit Graph

7 Commits

Author SHA1 Message Date
Jakob Wennberg d39a9719a3 fix(peppol): say Peppol send is gated per company, never absent (#546) (#2021)
Peppol sending has been live since #1780 behind a per-company access grant, but the MCP skills, the swedish-invoice-compliance atom, docs/PEPPOL_FOUNDATION.md and the v1 :send / :mark-sent descriptions still told agents it did not exist. Every text now says gated per company (requested under Installningar > Fakturering) and keeps the restrictions explicit: aktiebolag senders, standard invoices only, Swedish org-number buyers, no MCP or v1 Peppol send verb yet, :mark-sent as the recovery step when a network-accepted send fails issuance. The skills guard test pins the truthful claim across all surfaces. Includes the regenerated agent_atom_registry seeds and skills/accounted-api references. Refs #546
2026-08-30 12:19:03 +02:00
Jakob Wennberg 9396e54965 docs: correct stale product facts (arkivplan, architecture, agents, self-hosting, extensions, database map) (#1931)
Every statement was verified against the code on main before editing; the
docs had drifted from the product in ways a customer or agent would act on.

- public/docs/arkivplan-mall.md: product named erp-base; magic-link login;
  BAS 2025/2026; eu-central/eu-west region; US subprocessors for AI. Now
  Accounted, e-mail + password + TOTP (BankID optional), BAS 2026,
  eu-north-1 Stockholm, Bedrock in EU with Resend as the only US
  subprocessor; adds rättelselogg, Peppol inbound, skattekonto imports and
  the säkerhetsbackup ZIP to the räkenskapsinformation tables.
- ARCHITECTURE.md: adds the inline-rättelse correction path, OAuth 2.1 and
  lazy MCP auth, accounted-mcp and claude-plugin, 150+ tools.
- AGENTS.md: defers to CLAUDE.md instead of a drifted copy; keeps the
  Codex-only constraints with the Supabase project name fixed (erp-base).
- README.md: drops LangChain/OpenAI (not dependencies), Node 20/22 facts,
  150+ tools, adds betalfil, Peppol, skattekonto and the Claude plugin.
- docs/PEPPOL_FOUNDATION.md: the two sentences denying network delivery
  and inbound support now describe the live Qvalia path.
- docs/SELF-HOSTING.md, docs/DOCKER.md: clone URLs and directory names,
  Sentry DSNs are not read by the app, image pinning uses the 7-char SHA
  tags the workflow actually publishes (no semver tag has been cut).
- docs/EXTENSIONS.md: replaces the fictional sector tree with the 19 real
  extensions/general directories; lib/reports/sru-encoding.ts.
- .claude/rules/database.md: 680+ migrations, ~170 live tables, adds the
  tables and RPCs that matter since July, drops sandbox_users.

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-26 13:36:05 +02:00
Jakob Wennberg 9ef7de861f feat(peppol): poll outbound delivery status + cap receiving registrations (#1793)
* feat(peppol): poll outbound delivery status from the access point

Qvalia's webhook API answers 404 on its production host (the sandbox answers
204), so without this the prod lifecycle would stop at submission_accepted.
The transport gains pollDeliveryStatus(); the Qvalia adapter reads
/invoices/outgoing/status and maps the message-log status through the same
tolerant mapping as a document_delivery webhook, with the same dedupe key, so
a later webhook for the same transition is a harmless duplicate. A cron four
times an hour walks the open deliveries of the last 45 days, records the
answer through the append-only lifecycle RPC and fetches evidence once a
delivery reaches transport or a terminal state. Kept as the safety net for a
missed webhook once Qvalia ships them to prod.

Refs #546

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01TqFpxeWqbpR7bcwUJLRERQ

* feat(peppol): cap receiving registrations at the contracted tenant count

The Qvalia partner contract is priced per tenant (10 to start), so the
registration refuses the next company with PEPPOL_REGISTRATION_CAP_REACHED
once PEPPOL_RECEIVING_MAX_REGISTRATIONS live registrations exist, instead of
silently exceeding the contract. A company that already holds a live row is
never counted twice; unset means no cap (own provider account).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01TqFpxeWqbpR7bcwUJLRERQ

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 17:06:57 +02:00
Jakob Wennberg f93152c397 feat(peppol): receive e-invoices via Qvalia: registration, inbound archive, inbox delivery (#1789)
* feat(peppol): receive e-invoices via Qvalia: registration, inbound archive, inbox delivery

Second Peppol slice (#546). Qvalia confirmed that sending needs no
per-company account, so receiving keeps the consolidated partner account:
each company publishes its 0007:orgnr on our account and inbound documents
are routed by the AccountingCustomerParty endpoint.

- PeppolTransport grows optional receiving methods (registerRecipient,
  unregisterRecipient, listInboundDocuments, fetchInboundDocumentXml); the
  Qvalia adapter implements them (PUT/DELETE /peppol/{id}, readinvoices /
  readcreditnotes, exact XML fetch).
- lib/invoices/peppol-inbound-ubl.ts reads the provider's UBL-JSON
  (xml2js-style prefixed keys, verified against Qvalia's real inbound test
  invoice, kept as a fixture) into a neutral document: parties, payment
  means with SE:BANKGIRO/SE:PLUSGIRO/IBAN, totals, VAT subtotals, lines,
  embedded attachments, credit notes.
- Migration 20260821170000: peppol_registrations (one live row per company
  and participant), peppol_inbound_documents (exact XML immutable and
  undeletable, routed once), invoice_inbox_items.source gains 'peppol' with a
  per-channel dedupe index; pg-real test covers RLS, uniqueness, immutability
  and routing.
- POST/DELETE/GET /api/settings/peppol + "E-faktura via Peppol" switch in
  Settings > Fakturering; personnummer-based companies are refused until 0088
  GLN exists; sandbox refused.
- GET /api/peppol/inbound/cron every 10 minutes: archive, route, deliver.
  lib/invoices/peppol-inbox-delivery.ts archives the XML as a WORM document
  (upload_source e_invoice, extractionOwner none), an embedded PDF when
  present, and creates the inbox row with the extraction filled from the UBL
  (confidence 1, no model pass), matching the supplier by org number. The
  existing inbox review/convert flow takes over.
- document-service accepts application/xml for the archive; inbox list shows
  a Peppol icon.

Refs #546

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01TqFpxeWqbpR7bcwUJLRERQ

* test(peppol): archive contract, pg fixture and phantom-column ceiling for the receiving tables

The two new tables are räkenskapsinformation and join MASTER_DATA_DUMP_TABLES;
the pg fixture for a deregistered row now carries deregistered_at as the
status-shape constraint requires; the archive insert is an inline literal and
the one generic processing-state updater is accounted for in the ceiling.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01TqFpxeWqbpR7bcwUJLRERQ

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 16:56:32 +02:00
Jakob Wennberg 05c3c6ebd9 feat(peppol): Qvalia access-point adapter, send flow and delivery webhook (#1780)
* feat(peppol): Qvalia access-point adapter, send flow and delivery webhook

Qvalia is the contracted Peppol Access Point (signed 2026-08-21). This fills
the provider-neutral PeppolTransport seam from #1595 with a real adapter and
turns the disabled "Skicka via Peppol" menu item into a working send flow.

Adapter (lib/invoices/transports/qvalia.ts): partner-scoped recipient lookup,
XML submission to /invoices/outgoing with integrationId correlation, 409
recovery only when the stored copy carries the same seller endpoint, tolerant
mapping of Qvalia's free-text webhook statuses onto the 11-state lifecycle,
constant-time shared-secret webhook verification (Qvalia does not sign
webhooks), and evidence retrieval of the message-log status plus Qvalia's
stored XML copy. Registered from the environment in lib/init.ts; switched on
per deployment with PEPPOL_TRANSPORT_PROVIDER=qvalia.

POST /api/invoices/[id]/peppol/send: stage the exact XML, look up the
recipient, record recipient_verified and submitting, submit, record
submission_accepted, then issue a draft with the mark-sent semantics
(issueAndBookInvoice) only after the network accepted it. A sync rejection is
a terminal failed event so the identical document is never re-sent; an
operational failure is retryable; an already-submitted XML replays
idempotently.

POST /api/webhooks/peppol/qvalia resolves the delivery by integrationId,
persists the verified event via the service-role RPC and stores evidence
best-effort; unknown submissions answer 200, our own persistence failures 500.

UI: the send item is availability-driven with a confirm dialog, the invoice
page shows the latest Peppol status, and drafts can be sent (the number is
assigned server-side). Probe script for the first sandbox contact under
scripts/peppol/qvalia-probe.ts.

Refs #546

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01TqFpxeWqbpR7bcwUJLRERQ

* fix(peppol): Qvalia sandbox facts from first live contact: bare-key auth, api-test host, SMP-URL document types

The onboarding mail and a live probe against the sandbox (partner
SE5595386219) corrected three assumptions from the public docs: the key is
accepted bare in the Authorization header (the ApiKey prefix answers 401), the
sandbox host is api-test.qvalia.com, and the recipient lookup returns document
types as SMP service URLs, so capabilities are now normalized to bare Peppol
document type ids before comparison.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01TqFpxeWqbpR7bcwUJLRERQ

* feat(peppol): probe commands to inspect and configure the Qvalia webhook subscription

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01TqFpxeWqbpR7bcwUJLRERQ

* fix(peppol): decode UBL entities in one pass (CodeQL js/double-escaping)

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01TqFpxeWqbpR7bcwUJLRERQ

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 12:45:11 +02:00
Mattsson 07e89d9b52 feat(invoices): add Peppol delivery foundation (#1595)
* feat(invoices): add Peppol delivery foundation

* fix(invoices): harden Peppol compliance guards

* fix(api): narrow Peppol document loading

* test(pg): hash Peppol fixture payload

* fix(invoices): address Peppol review findings

* test(pg): isolate Peppol provider events

* test(pg): isolate Peppol submission fixtures
2026-08-13 19:44:32 +02:00
Mattsson 22eaab82e5 feat(invoices): add Peppol XML export foundation (#1585) 2026-08-13 16:17:00 +02:00