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Author SHA1 Message Date
Jakob Wennberg f266c386f3 chore: repo-wide bloat sweep, remove dead code and fold duplicate helpers (#2150) 
* chore: repo-wide bloat sweep, remove dead code and fold duplicate helpers

Remove 33 dead files, ~270 unreferenced exports/types, 13 dead i18n
namespaces and 4 unused dependencies; fold byte-identical helper copies
into one canonical home each (lib/utils chunk/sleep/utcDateStamp,
lib/dates/iso, lib/invariants/uuid, lib/xml/escape, lib/reports/sru/format,
lib/pdf/number-text, lib/browser/panel-request, lib/api/v1/body +
v1ValidationError rolled out to ~55 v1 routes, booking-template schemas).

No behaviour change: v1 bodies and status codes, MCP tool schemas, DB
writes and money math are untouched. Naive ore rounding was deliberately
not swapped for roundOre; see DECISIONS.md 2026-09-02 for the full list
of things left alone on purpose.

tsc, lint, 19588 unit tests and check:guards green; antipattern baseline
ratcheted (naive-ore-round 622 -> 620, hand-rolled-invariant 115 -> 113).

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

* test(transactions): import RawTransaction from @/types after the ingest re-export removal

CI's type ratchet (check:types, full tsconfig) caught the one test file
that still imported the type through lib/transactions/ingest.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
 2026-09-02 11:51:16 +02:00
Jakob Wennberg 3447da027a feat(api): agent-substrate quick wins: worked examples in the spec, honest Retry-After, and a payload guard that covers the namespace new installs get (#1974) 
* feat(api): surface the registry's worked examples in the OpenAPI spec and generated skill

EndpointDefinition.example is required and every one of the 125 v1 endpoints
populates example.response, but generateOpenApiSpec() never emitted it. The
examples reached only the docs markdown builder, so /api/v1/openapi.json
carried none and the generated skills/accounted-api had zero json blocks in
all 12 reference files: every agent reading the spec or installing the skill
got schemas with no concrete body.

Emit example on the application/json media types (request body and 200
response) and teach the portable renderOperationMd to print it as a fenced
json block. 178 worked examples now reach the skill. SKILL.md is unchanged:
the examples land in the on-demand reference files, not the entry file.

Attached to JSON media types only, so a multipart body and a binary
application/pdf response do not advertise an example they cannot send.

Adds the one missing example.request (currency-revaluation) so the new
exhaustive coverage assertions hold.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* fix(api): emit Retry-After on a v1 429 so the documented contract is real

The published accounted-api skill has told agents to honor Retry-After on a
429 since it shipped, but no /api/v1 route ever sent one: the wrapper's auth
failure path early-returns through v1ErrorResponseFromCode, whose finalize()
set only X-Request-Id and Gnubok-Version. Unattended clients had nothing to
pace against and had to back off blindly.

60 seconds is an exact upper bound rather than a guess: the rate limiter is a
fixed one-minute tumbling window per key row and the limited branch does not
slide it. The value moves into an exported constant next to that limiter, so
the MCP server's hardcoded '60' now reads from the same place.

Also corrects the withApiV1 doc comment, which claimed step 8 stamps
X-RateLimit-Limit. It never did.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

* test(mcp): guard the tools/list payload for the namespace new installs get

The payload ratchet only ever serialized the gnubok_* projection. The
accounted_* projection is inherently larger (every tool reference gains 3
chars, ~209 tokens across the default catalog) and CLAUDE.md points new MCP
installs at exactly that namespace, so the payload a new user's client
receives was never measured. It had already drifted ~90 tokens past the
63.4K ceiling while the guarded number sat comfortably under it.

Measure both and assert on the larger. The ceiling moves to 63.6K to cover
the real worst case; this buys no new catalog surface. A second test pins the
direction of the delta so Math.max cannot silently stop describing reality.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
 2026-08-27 17:35:47 +02:00
Jakob Wennberg 25524e1df4 fix(suppliers): stop requiring standardkonto that was never meant to be required (#1636) 
* fix(suppliers): stop requiring standardkonto that was never meant to be required

The supplier form initializes every optional field to '' and sent them
as-is, while CreateSupplierSchema validates default_expense_account
with the 4-digit account rule behind .optional(): an empty string is a
present string, so saving a supplier with the field untouched failed
with "Kontonummer måste vara 4 siffror" even though the field carries
no required mark (reported by Björn with a screen recording; the edit
page failed the same way for any supplier without a default account).

Schemas now own the normalization, split by verb: on create '' becomes
undefined (key dropped, column NULL), on update '' becomes null,
because update routes pass fields straight into .update() where
undefined means "leave unchanged" and clearing must actually write
NULL. Email gets the same treatment and the form's old client-side
email strip is removed; stripping empty strings client-side would
break exactly the clear path.

The free-text Standardkonto input is replaced with the shared
AccountCombobox (browsable list filtered to cost classes 4-7, the same
rule the agent-path expenseAccountField enforces), with the selected
account name shown under the field and a clear button when set.
Standardkonto itself stays optional: it only prefills supplier-invoice
lines and the ledger-context suggestion covers the empty case.

Verified end to end against the running app: saving a supplier without
a default account succeeds on the update path, and the combobox
search/select/clear cycle works inside the create dialog.

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

* fix(api-spec): render preprocess pipes by output side, required-ness by undefined-acceptance

The minimal Zod-to-JSON-schema walker described every pipe by its input
side. For .transform() that is right (the caller sends the input), but
z.preprocess() is the mirror image: the callable sits on the input side,
so the supplier schemas' new empty-string normalization rendered email
and default_expense_account as required untyped fields in the OpenAPI
spec and the generated accounted-api skill. Describe the output side
when the input is a transform.

Required-ness now derives from schema.safeParse(undefined) instead of a
top-level discriminator check: a field may be omitted exactly when the
schema accepts undefined. Besides the preprocess pipes, this corrects
several fields the old check misrendered as required (z.unknown()
bodies, union-with-empty-string settings fields, preprocessed
personal_number), so the regenerated skill references only flip
required to optional where runtime validation already allowed omission.

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

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-08-17 10:41:03 +02:00
Jakob Wennberg 11b82cbb91 feat(api): installable accounted-api agent skill + openapi-to-skill generator (#1516) 
* feat(api): installable accounted-api agent skill + openapi-to-skill generator

Three layers, per the July/August 2026 agent-skills ecosystem (skills.sh /
npx skills add, as used by Stripe/Cloudflare/Supabase for their APIs):

- skills/openapi-to-skill/: generic, installable skill that turns any
  OpenAPI spec into a consumer-side integration skill, with a portable
  stdlib-only inventory/condenser tool and an output template + quality
  checklist encoding the distill-not-restate methodology.
- skills/accounted-api/: the installable skill for our own API, rendered
  deterministically by scripts/api-skill/generate.ts from the v1 endpoint
  registry + hand-authored overlays (auth, conventions, domain gotchas).
  CI gate: npm run apiskill:check (core-build.yml).
- lib/api/v1/registry.ts: generateOpenApiSpec now emits requestBody (incl.
  multipart binary parts) and path parameters, and the Zod converter learned
  .default()/z.record()/.pipe()/.transform(), so the public spec carries
  request contracts instead of prose-only.

Docs: /docs/api landing + /llms.txt now point agents at the skill install;
corrected the stale test-key description in the landing (test keys read
real data and force dry-run writes; they are not sandbox-company bound).

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

* fix(skills): escape backslashes in markdown table cells (CodeQL js/incomplete-sanitization)

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

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-08-11 12:45:19 +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 fce6faff2c fix(api): stabilize report pagination + declare real { data, meta } envelope on v1 single/write endpoints (#811) 
* fix(reports): stabilize fetchAllRows paging to stop doubled/dropped balances (#790, #791)

PostgREST `.range()` paging is only correct when the underlying query has a
stable TOTAL order. Several aggregating report queries (general ledger, trial
balance, grundbok, supplier/AR ledgers, etc.) paginated without `.order()`, so
on datasets larger than one 1000-row page Postgres could return rows in a
different order between requests — silently DUPLICATING or SKIPPING rows on a
page boundary and doubling or dropping financial totals.

- fetch-all.ts: document the ordering invariant and add an optional
  `dedupeBy` defense-in-depth that drops cross-page duplicates and warns when
  it fires (surfaces a missing `.order()` in logs instead of corrupting money).
- Add a stable `.order()` (line PK or account_number) to every paginated query
  in lib/reports/ and the account-balances route; pass `dedupeBy` on the
  money-aggregating line queries.
- Add fetch-all unit tests and update report test fixtures to carry row ids.

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

* fix(api): declare the real { data, meta } envelope on v1 single/write/204 endpoints (#794)

The OpenAPI generator derives each endpoint's documented body purely from its
registered `response.success` Zod schema, and that schema is never validated at
runtime — so a route could advertise a shape its handler never sends. #802
fixed this for list endpoints; the same drift was latent on single-resource and
write endpoints, which declared the bare resource schema instead of the
`{ data, meta }` envelope the handlers actually return.

- registry.ts: extend `ResponseMetaSchema` with the optional `audit` block and
  `partial_expansions` list that writes/expansions emit; add the `NoBodyResponse`
  sentinel so 204 DELETE handlers document a bare 204 instead of a phantom 200.
- Wrap every single/write endpoint's `response.success` in `dataEnvelope(...)`
  (or `NoBodyResponse` for 204s) across the v1 routes.
- Add a response-envelope contract test that fails CI if any JSON endpoint
  forgets to wrap its schema, with binary downloads and 204s as the only
  exemptions.

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

* fix(reports): extend paging dedupeBy to rc-basis-gaps and opening-balances

Address PR review: these two money-aggregating line queries already had the
stable `.order('id')` (so paging was correct) but didn't carry `id` in the
select, so they couldn't use the `dedupeBy` defense-in-depth that general-ledger
and trial-balance got. Select `id` and pass `dedupeBy: r => r.id` so the whole
report layer applies the ordering invariant consistently.

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

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-06-28 13:42:50 +02:00
Jakob Wennberg fc2b4d1e23 fix(api): declare the real { data, meta } envelope for v1 list endpoints (#802) 
The OpenAPI success schemas for v1 list endpoints declared a bare
{ <name>: [...] } object that no handler returns, so the published spec
advertised a shape the API never emits (#781, item 2). response.success is
doc-only (feeds zodToJsonSchema for /openapi.json; not validated at runtime),
so this is a documentation fix with no behaviour change.

Add listEnvelope() ({ data: [...], meta }) and dataEnvelope() ({ data, meta })
plus a shared ResponseMetaSchema. Ten endpoints that return paginated() now use
listEnvelope; the three that deliberately wrap their array under a named key via
ok() (accounts, fiscal-periods, webhooks — a shape their route tests lock in)
use dataEnvelope. Also corrects the accounts/fiscal-periods examples, which
showed an unwrapped data: [...] that contradicted their handlers.

Refs #781.

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-06-26 15:30:48 +02:00
Mattsson 241959513b Fix/mcp and req (#753) 
* feat(api): test-mode API keys force dry-run on the v1 REST API

A key created with mode='test' (prefix gnubok_sk_test_) binds to the real
company, but the v1 wrapper forces dry_run on every write so nothing is
persisted or sent. Mutations on endpoints that can't be simulated
(dryRunSupported=false or unregistered) are refused with 403
TEST_KEY_WRITE_BLOCKED — fail-closed. Reads pass through unchanged and every
test-key response carries X-Gnubok-Mode: test. Live keys are unaffected
(mode defaults to 'live').

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

* feat(invoices): company default "Vår referens" + per-line sales-account override

Add company_settings.default_our_reference (settings form, schema, type); the
invoice editor pre-fills our_reference from it on new invoices only, never
overwriting an edited draft. Separately, add an optional per-line
försäljningskonto (class-3) override in the editor — left blank, the engine
still derives the revenue account from the VAT rate, and reverse-charge/export
lines ignore the override.

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

* feat(invoices): render a Swish payment QR on invoice PDFs

Build the Swish "Type C" QR payload offline (no Swish API call) and embed it as
a PNG in the invoice PDF payment box when Swish display is enabled, the invoice
is in SEK, and the amount is positive. Also surface the invoice number in the
payment box. Wired through every PDF render path: send, mark-sent and pdf
routes (both legacy and v1), the recurring-schedule sender, and the staged-send
commit.

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

* feat(bookkeeping): draft exclusion + correction-chain collapse on verifikationslista

Extend list_fiscal_period_entries_with_related with two opt-in params:
p_exclude_draft (keep drafts off the committed list — they get their own
surface) and p_collapse_corrections (render a correction group as the single
live correction, hiding the mechanical storno and the reversed original).
Both default false; nothing is deleted, every voucher keeps its number, and a
"show all" toggle exposes the full chain.

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

* fix(reports): link multi-year SIE periods so resultatrapport shows the prior year

SIE import now sets fiscal_periods.previous_period_id in both directions when
creating a period, so multi-year files chain correctly regardless of #RAR order.
A backfill migration repairs periods imported before this (idempotent; only
touches NULL links on first-of-month periods). generateResultatrapport falls
back to the date-adjacent prior period when the chain is still null, so the
comparison column works for legacy data too.

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

* fix(articles): hide the VAT field for non-momsregistrerade companies

The article form reads company_settings.vat_registered and, when false, hides
the moms field and forces vat_rate to 0 on submit — mirroring the invoice
editor so a non-VAT-registered company never sets a rate it can't charge.

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

* feat(import): allow file-based imports in the sandbox

Bank-file, CSV/Excel and SIE imports run entirely on uploaded data with no
external service, so they're now reachable in the sandbox. Only the API-backed
options that need live third-party credentials (PSD2 bank connection, provider
migration) stay disabled. Updates the sandbox notice copy to match.

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

* feat(bookkeeping): add edit draft functionality for journal entries

* feat(database): add default "Vår referens" column to company_settings for invoicing

* fix(tests): set SHOW_SWISH_ON_INVOICE to false in PDF template mocks

* @
fix(payments): use roundOre for Swish amount formatting

Replace naive Math.round(x*100)/100 with roundOre from @/lib/money to
satisfy the antipattern guard.

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

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-06-18 11:49:33 +02:00
Jakob Wennberg c74b19df1b Accounted rebrand + swarm-skill cleanup + bank-reconciliation fixes (#643) 
* feat(reconciliation): close the bank-feed loop on voucher links and re-tag mis-typed opening balances

Two related fixes to bank reconciliation correctness:

1. Auto-reconcile on voucher link. Linking an invoice or supplier invoice to
   an existing voucher previously advanced only the invoice — the bank
   transaction that paid it kept sitting in the Transactions inbox with a null
   journal_entry_id. linkInvoiceToVoucher / linkSupplierInvoiceToVoucher now
   call autoReconcileTransactionForLinkedVoucher (lib/reconciliation), which
   links the bank transaction to the same verifikat when exactly one unbooked
   line matches it. Best-effort and post-commit: a failure here never fails the
   link. The result surfaces reconciledTransactionId; the inbox row leaves the
   list and the UI shows link_success_tx_reconciled.

2. Re-tag mis-typed opening balances. getReconciliationStatus and the GL-line
   matching RPCs identify a cash account's ingående balans solely by
   journal_entries.source_type='opening_balance'. Companies migrated from other
   systems often booked the bank IB as an ordinary voucher (source_type
   'import' or 'manual'), so it was never excluded and surfaced as a phantom
   reconciliation difference equal to the opening balance. Adds:
   - migration mark_entry_as_opening_balance: a GUC-gated carve-out in the
     immutability trigger plus a SECURITY DEFINER RPC that validates the entry
     (balance-sheet lines only, dated on a fiscal-period boundary), flips the
     source_type, and writes an audit row — no blanket data sweep.
   - POST /api/reconciliation/bank/mark-opening-balance + MarkOpeningBalanceSchema.
   - BankReconciliationView action to trigger it from the IB diff.

The gnubok_create_voucher executor now accepts a typed is_opening_balance flag
and derives source_type='opening_balance' only after validating class 1/2 lines
on the period start, so new IBs land correctly typed.

Covered by lib/reconciliation auto-reconcile tests, voucher-executors tests,
and a mark-entry-as-opening-balance pg-real test.

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

* chore: rebrand gnubok → Accounted and prune swarm agent skills

Product rebrand and skills housekeeping. No runtime behaviour change.

Rebrand: replace user-visible "gnubok" with "Accounted" across docs, READMEs,
in-code comments, doc-site content, MCP skill/resource prose, and the
gnubok-mcp package description. The MCP resource URI scheme is moved gnubok://
→ Accounted:// consistently across resource registrations, the event-type
comment, and the resource/skill tests. Deliberately preserved as stable
identifiers (NOT rebranded): the gnubok-company-id cookie, gnubok_sk_ / gnubok_inv_
token prefixes, the gnubok-mcp npm bridge name, and the AGI <gem:Programnamn>
value (kept 'gnubok' per its source comment — it is the software identifier sent
to Skatteverket and must not churn across visual rebrands).

Skills: remove the 27 swarm-* agent SKILL.md atoms (no longer used; already
absent from the agent_atom_registry in prod), refresh the remaining skill docs,
add the .claude/rules/ path-scoped rule set, and regenerate the
seed_agent_atom_bodies migration + .skill-body-manifest.json via
`npm run skills:generate` so the DB-backed skill bodies match the trimmed set.

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

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-06-03 10:52:01 +02:00
Jakob Wennberg 2ed8096150 feat(api): Phase 4 PR-3 — documents (multipart) (#471) 
* feat(api): Phase 4 PR-3 — documents (multipart) — 3 endpoints

Closes the deferred multipart slice of Phase 4. The substrate (Supabase
Storage + document_attachments + WORM triggers) already existed for the
dashboard; this PR exposes the same engine surface (uploadDocument,
linkToJournalEntry) under the v1 contract.

ENDPOINTS (3)

  POST /companies/{id}/documents                    — multipart upload
  GET  /companies/{id}/documents/{id}/download      — 60-min signed URL
  POST /companies/{id}/documents/{id}/link          — link to a JE

REGISTRY EXTENSION

EndpointDefinition.request now accepts an optional
`contentType: 'application/json' | 'multipart/form-data'` discriminator.
The OpenAPI generator can read this to emit `{ type: 'string',
format: 'binary' }` for the file part in upload routes instead of the
default JSON-body schema. Default stays 'application/json' so every
existing endpoint is unaffected.

SECURITY / TENANCY

  - documents.upload: when journal_entry_id is supplied, verifies the JE
    belongs to ctx.companyId before storing. Otherwise the row could
    persist with a cross-tenant journal_entry_id pointer (the DB has no
    cross-table FK enforcing tenancy).
  - documents.link: same pre-check on BOTH the document id and the
    target journal_entry_id, in a single parallel fetch.
  - documents.download: NOT_FOUND for any (id, company_id) miss —
    enumeration-hardened so wrong-id and cross-tenant-id are
    indistinguishable.

EVENTS

  - documents.upload   → document.uploaded   (via uploadDocument)
  - documents.download → document.accessed   (best-effort)
  - documents.link     → no event (the link is recorded via column
                         update; the dashboard reads from the row)

CONTRACT

  - Idempotency-Key required on both POSTs.
  - Dry-run supported on /link (confirms both refs exist without
    persisting). NOT supported on /upload — the engine hashes+stores+
    inserts atomically; the "dry-run" equivalent is the size+MIME
    pre-check the route runs before the engine call.
  - WORM enforced at the DB layer: once a document is linked to a
    posted JE, both the row and the file are immutable (BFL 7 kap).
    The v1 surface has no update/delete endpoint by design.

SCOPES

3 entries re-added to V1_ENDPOINT_SCOPES (these were removed in PR #469
round-2 per Greptile's "ship together with the routes" pattern). The
ApiKeyScope catalogue (documents:read, documents:write) was already
declared in the foundation commit.

ERROR CODES

DOC_DOWNLOAD_FAILED added to structured-errors.ts (500, SV+EN).
Existing DOC_UPLOAD_NO_FILE / TOO_LARGE / UNSUPPORTED_TYPE / STORAGE_FAILED
reused from earlier waves.

TESTS DEFERRED

Integration tests for documents land in the same follow-up commit as the
PR-2 test catch-up. Engine functions (uploadDocument, linkToJournalEntry,
verifyIntegrity, validateDocumentFile) are already extensively tested in
lib/core/documents/__tests__/.

Suite 3376/3376 still green; tsc clean.

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

* fix(api): PR #471 round-1 — Greptile + compliance review fixes (7 real)

First bot pass on PR #471 — Greptile flagged 3 P1 + 3 P2, Compliance Swarm
17 (0 blocking, mostly recurring), Swedish-compliance 4. Seven actionable
items; the rest are deferred dependencies or settled oscillation patterns.

REAL FIXES (7)

1. P1 — upload's JE pre-check destructures error away. A DB fault during
   the journal_entry ownership lookup turned into NOT_FOUND, hiding
   infrastructure errors as a missing resource. Now captures `.error`
   on the maybeSingle and returns INTERNAL_ERROR with step context if
   the lookup itself failed.

2. P1 — link's Promise.all pre-check had the same destructure bug across
   BOTH parallel queries. Now reads from the full result objects and
   returns INTERNAL_ERROR on either query's `.error`.

3. P1 — journal_entry_line_id had no cross-tenant ownership check on
   either upload or link. An attacker holding a foreign-company line id
   could pair it with a legitimate same-company JE id and persist a
   cross-tenant pointer. Both routes now verify the line belongs to
   the supplied JE before write. Upload additionally requires
   journal_entry_id when journal_entry_line_id is supplied (the line
   has no tenancy column of its own — ownership is transitive via the
   JE).

4. P2 — upload_source was TypeScript-cast without runtime validation.
   The column has no CHECK constraint, so an unrecognised string would
   have persisted. Now validates via z.enum().safeParse — VALIDATION_ERROR
   on miss listing the allowed values.

5. P2 — storage_path leaked in the upload response. The path encodes
   internal layout (userId prefix + timestamp + sanitised filename);
   the download endpoint deliberately keeps it hidden so the upload
   should too. Field removed from both the response payload and the
   DocumentUploaded Zod schema.

6. P2 — old document versions were downloadable with no flag on the
   response. The download response now includes `is_current_version`,
   so an agent that has cached a stale id can detect the staleness
   client-side without a separate metadata fetch. Old versions remain
   downloadable for BFL 7 kap audit; the flag is informational only.

7. swedish-compliance — link allowed re-linking a document currently
   attached to a POSTED journal entry, silently breaking the WORM
   guarantee (BFL 5 kap 5 § + 7 kap). Pre-check fetches the document's
   existing journal_entry_id and, if it points at a posted JE,
   returns CONFLICT with reason='document_already_linked_to_posted_entry'
   and remediation pointing the caller at the "upload a new document"
   path.

DISMISSED / DEFERRED

- OWASP V5.2 magic-number MIME sniffing — adds a `file-type` dependency.
  The engine's MIME validation against the Content-Type header is the
  same surface the dashboard uses; a magic-number layer can land as a
  separate hardening PR without touching the v1 contract.

- OWASP V5.3 filename path-traversal — the engine's `sanitizeFileName`
  already strips path separators and non-ASCII chars before forming the
  storage path. The `file_name` column keeps the original (display-only)
  name. No traversal vector through to storage.

- swedish-compliance "no posted-JE check on upload" — uploading a
  supporting document to a posted verifikation doesn't change the
  entry's content; BFL 5 kap immutability covers the entry's lines, not
  attached evidence. The dashboard allows it for the same reason.

- swedish-compliance `document.accessed` audit reliability — same
  oscillation pattern from PR-2 (Art.5(1)(f) vs V16.1). Best-effort
  warn-level remains; webhook/DLQ hardening is Phase 6.

- Compliance Swarm V8.2.1 cross-tenant via path — recurring false
  positive for the operations endpoint, covered explicitly in PR-2.

Suite 3376/3376 still green; tsc clean.

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

* fix(api): PR #471 round-2 — signed-URL TTL 60min → 15min

Compliance Swarm went 17 → 14 on round-1. Three bots converged on the
signed-URL TTL as the headline remaining concern (SOC 2 CC6.1 + GDPR
Art. 5(1)(f) + ISO 27001 A.8.12) — independent framings of the same
"60-minute bearer-token-equivalent" exposure window.

REAL FIX (1)

Reduce SIGNED_URL_TTL_SECONDS from 60 minutes → 15 minutes. The
dashboard internal route still issues 60-minute URLs because it is
gated by an active session; the v1 surface has no session, only the
URL itself as the auth boundary, so the shorter window applies. A
caller that needs longer than 15 minutes for a single download
re-requests via /download/{id}.

Touched:
  - SIGNED_URL_TTL_SECONDS constant + comment explaining the bot
    convergence + dashboard-divergence rationale.
  - Header docstring (60-minute → 15-minute).
  - Registry example response (expires_in_seconds: 3600 → 900).
  - The docstring + pitfall lines that read the constant template-style
    auto-pick up the new value.

DISMISSED (with rationale)

- V8.2.1 "add .eq('company_id') to journal_entry_lines query" — the
  table has no company_id column (verified via information_schema).
  Tenancy is enforced transitively through the journal_entry_id filter,
  which itself was validated against company_id in the prior pre-check.
  The bot's suggested fix would not compile.

- V5.2 magic-number MIME sniffing — round-1 dismissal stands (adds
  `file-type` dependency; separate hardening PR).

- Swedish-compliance "block first-link to posted JE" + "block upload
  to posted JE" — deliberate divergence from the bot's conservative
  reading. Attaching evidence to a posted verifikation doesn't mutate
  the verifikation itself; the dashboard allows this for the same
  reason. v1 keeps parity. Re-linking is still blocked (round-1) since
  that DOES alter an existing audit link.

- Art.5(1)(f) / A.8.15 / Art.32(1)(b) / CC7.2 document.accessed audit
  reliability — same oscillation pattern from PR-2. Best-effort warn-
  level remains; durable outbox pattern is Phase 6 webhook hardening.

- Art.25(1) userId in storage path — engine-layer concern. Path is
  set by lib/core/documents/document-service.uploadDocument; refactoring
  to UUID-keyed paths is a substantial migration (path is stored in
  document_attachments rows). Out of v1 surface scope.

- Art.5(1)(e) stray-document retention policy + CC6.3 scope policy
  doc + C1.1 metadata classification — policy artifacts, not code.

Suite 3376/3376 still green; tsc clean.

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

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-13 22:30:35 +02:00
Jakob Wennberg 01e99d3220 feat(api): v1 invoice PDF + customer bulk-create (Phase 2 PR-B-3) (#460) 
Closes out the Phase 2 invoices+customers vertical. After this PR, every
write/read the dashboard does on these two resources is reachable via the
public API.

GET /api/v1/companies/{companyId}/invoices/{id}/pdf
  Read-only application/pdf endpoint. Mirrors the dashboard's internal
  /api/invoices/[id]/pdf so a downloaded PDF is byte-equivalent across
  surfaces. Drafts render with the "faktura-utkast-<id-slice>.pdf"
  filename (preview before send is a legitimate workflow); sent invoices
  use "faktura-<number>.pdf"; credit notes use "kreditfaktura-<number>.pdf"
  and embed the original invoice's löpnummer per ML 17 kap 22–23§
  back-reference; proforma + delivery notes get their own prefixes.

  Error codes: INVOICE_PDF_RENDER_FAILED (500, new),
  INVOICE_SEND_COMPANY_SETTINGS_MISSING (404, reused — same condition,
  same remediation).

POST /api/v1/companies/{companyId}/customers/bulk-create
  Mirrors /invoices/bulk-create exactly: same `{ results, summary }`
  shape, same all_or_nothing: true → 501 NOT_IMPLEMENTED contract, same
  50-item cap, same sequential processing. Per-item rollback isn't
  needed (customer insert is a single row), but per-item 23505 →
  CUSTOMER_DUPLICATE_ORG_NUMBER failure surfaces in the results array
  without echoing org_number (GDPR Art.5(1)(c): for sole traders
  org_number IS the personnummer). VIES validation runs per item,
  best-effort — a timeout leaves vat_number_validated=false but does
  NOT fail the item.

Registry: extended EndpointDefinition.response with an optional
  `contentType` field so the OpenAPI generator can emit
  `format: binary` schemas for non-JSON responses. The PDF endpoint is
  the first consumer; future binary endpoints (SIE export, ICS feeds)
  use the same hook.

Scope catalogue: added GET .../pdf → invoices:read,
  POST .../customers/bulk-create → customers:write.

Tests: 14 new integration cases (7 for PDF: sent / draft / credit-note
filename, 404, render-error 500, non-UUID 400, scope rejection; 7 for
customer bulk-create: happy path, dup-org error masking, max-50 cap,
all_or_nothing 501, dry-run preview, empty array, scope rejection).
Suite green: 3232 passing. Build + lint clean.

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-13 10:53:51 +02:00
Jakob Wennberg db592d922d feat(api): v1 REST API foundation — auth wrapper, scopes, registry, smoke endpoints (#450) 
* feat(api): v1 REST API foundation — auth wrapper, scopes, registry, smoke endpoints

Lay the substrate for the public REST API at /api/v1/*: Bearer-auth wrapper
that reuses the existing api_keys + idempotency machinery, an extended scope
catalogue (companies, events, webhooks, operations, documents, compliance),
v1 response envelopes (data + meta with request_id, api_version, audit block,
cursor pagination), an error envelope with recovery_hint / docs_url /
valid_alternatives derived from the existing structured-error registry, and
a Zod schema registry that generates the OpenAPI 3.1 spec with x-action-risk
/ x-idempotent / x-reversible / x-dry-run-supported extensions.

Ships discovery routes (/llms.txt, /.well-known/skills/index.json) and three
smoke endpoints (GET /api/v1/health, /api/v1/companies, /api/v1/openapi.json)
so the wrapper is exercised end-to-end. Includes the api_keys.mode (test|live)
migration and 41 unit tests covering auth, scope, company-membership,
idempotency replay, dry-run, pagination, response shape, and scope resolution.

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

* fix(api): harden v1 foundation — cursor validation, security headers, forensic logs

Address compliance-swarm findings on PR #450:

- OWASP V2.3: decodeDefaultCursor now validates the cursor's ts as ISO 8601
  and id as UUID. A crafted cursor previously could inject untyped strings
  into a query's .gt(field, value); PostgREST would have rejected them, but
  validating here keeps the failure mode predictable (stale cursor → reset)
  rather than 400-ing.
- OWASP V3.4: public discovery routes (llms.txt, .well-known/skills,
  openapi.json) now stamp X-Content-Type-Options: nosniff, Referrer-Policy,
  X-Frame-Options: DENY. New lib/api/v1/security-headers.ts helper.
- OWASP V16: security event logs (missing token, validation failure,
  insufficient scope, company-membership deny) now include source IP
  (x-forwarded-for / x-real-ip) and User-Agent for forensic correlation.
- OWASP V8.2.1 / ISO A.8.3: GET /api/v1/companies emits a warn log when the
  PostgREST archived_at filter unexpectedly returns a row with a null
  company join, surfacing silent data-integrity regressions instead of
  hiding them behind the existing pickCompany() === null filter.

Pushing back on (not changed):
- GDPR Art.32 cursor HMAC signing — cursors only paginate within a user's
  own user_id scope; cross-tenant probe surface doesn't exist yet.
- GDPR Art.25 org_number in list — Bolagsverket public-record data, removing
  forces N+1 fetches to make the response useful.
- SOC 2 CC6.3 service-role bypasses RLS — defense-in-depth IS the design;
  the wrapper's company_members membership check is the technical control.
- ISO A.8.12 public OpenAPI spec — intentional, mirrors Stripe/Twilio.

5 new pagination tests cover the cursor validators. 46/46 v1 tests pass.

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

* fix(auth): detect Supabase duplicate-signup obfuscation on register

Supabase obfuscates duplicate signups to prevent user enumeration: when an
email already belongs to a confirmed account, signUp returns data.user with
identities: [] and no error, and sends no email. Without detecting this case
we showed the "check your email" screen to the user, who then waited for a
mail that never arrived.

Detect the empty-identities response and surface it via duplicateEmail state
so the UI can branch on it.

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

* fix(api): second-pass hardening — CSP, IP truncation, cursor scope comment

Address the second compliance-swarm sweep on PR #450:

- OWASP V3.2: PUBLIC_SECURITY_HEADERS now includes Content-Security-Policy
  default-src 'none'; frame-ancestors 'none'. Free win for JSON/text-only
  public routes (no script, style, image, or form contexts).
- GDPR Art.5(1)(f): truncate IPs before logging — IPv4 to /24, IPv6 to /48.
  Preserves diagnostic value (ASN, abuse-pattern correlation, city-level
  geolocation) while eliminating point-of-presence identification. Standard
  pattern used by Google Analytics anonymize_ip. Exported truncateIp() so
  other surfaces can adopt it.
- OWASP V8.2.1: explicit comment in GET /api/v1/companies documenting that
  the cursor's joined_at is applied AFTER user_id filter, so a tampered
  cursor can only reorder rows the caller already owns. Cursors deliberately
  unsigned; trade-off documented.

Pushing back on second-pass findings (not changed):
- ISO A.8.12 / SOC 2 CC6.3 health/llms.txt/skills exposing service name +
  API version + MCP URL — these are intentional disclosures for a public
  3rd-party developer API; hiding them is theatre.
- GDPR Art.32 logging granted scopes on INSUFFICIENT_SCOPE — diagnostic
  value during incident response outweighs the theoretical privilege-profile
  leak; an attacker who already breached the log store has bigger problems.
- OWASP V2.2 route-level Zod for cursor — decodeDefaultCursor already
  validates strictly; route-level Zod is stylistic.
- GDPR Art.25(2) org_number/entity_type in list — Bolagsverket-public data;
  entity_type materially affects which API calls make sense.
- ISO A.8.15 x-forwarded-for trusted-proxy CIDR — overkill behind Vercel's
  edge which rewrites the leftmost value.

50/50 v1 tests pass (4 new for truncateIp). Build green.

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

* fix(api): third-pass hardening — Host header injection, anon client, HSTS

Address the third compliance-swarm sweep on PR #450:

- SOC 2 CC6.1 (3× high): llms.txt, openapi.json, and .well-known/skills
  built URLs from the inbound Host header. A spoofed Host could poison
  agent discovery with attacker-controlled endpoints. New
  lib/api/v1/base-url.ts centralises canonical base-URL derivation via
  NEXT_PUBLIC_APP_URL (already a required env var per CLAUDE.md).
- ISO A.8.2 / A.8.5 (2× high): the wrapper's public-scope code path now
  uses an anon-key Supabase client (RLS-respecting) instead of the
  service-role client. A future accidental DB call from a public handler
  is constrained to anon-accessible rows. Least-privilege at the
  infrastructure layer.
- OWASP V3.2 (medium): PUBLIC_SECURITY_HEADERS now includes
  Strict-Transport-Security: max-age=31536000; includeSubDomains.
- GDPR Art.5(1)(f) (medium): truncateIp now logs a warn when a non-empty
  x-forwarded-for / x-real-ip payload fails to parse, surfacing spoofed
  or unexpected proxy values to security monitoring instead of silently
  dropping them. The raw value is never logged.
- CC2.3 (low): llms.txt now links the SECURITY.md disclosure policy with
  the security@arcim.io reporting address so agents have a clear
  responsible-disclosure path.

Pushing back on third-pass findings (not changed):
- Cursor HMAC signing — user_id filter is the authorisation boundary;
  cursor scope is bounded to within-user rows. Documented in code.
- org_number in companies list — Bolagsverket public data; the swarm's
  "could be enskild firma personnummer" framing isn't accurate (enskild
  firma org_number IS the personnummer, but it's already in the public
  Bolagsverket business register).
- Health endpoint information disclosure — intentional for a public
  developer API; matches Stripe/Twilio convention.
- llms.txt / skills index MCP URL disclosure — that's the file's purpose.
- Cache-Control public on discovery routes — content is by definition
  public; getCanonicalBaseUrl() removes the previous spoof concern.
- Duplicate-email screen — user's own input; out of scope for this PR.

50/50 v1 tests pass; @supabase/supabase-js#createClient mocked so the
public-path tests don't need real env vars.

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

* fix(test): widen validateApiKey result assertions to include mode field

The core-only CI job failed on two pre-existing api-keys.test.ts assertions
that used strict toEqual matching against the old (userId, companyId, scopes)
shape. The wrapper migration in this PR widened that shape with mode,
apiKeyId, and apiKeyName.

Update both existing assertions to match the current shape and add a third
test that exercises the mode='test' path. 3027/3027 vitest tests now pass
locally.

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

* fix(api): fourth-pass hardening — env guards, IP range check, headers on wrapped routes

Address the fourth compliance-swarm sweep on PR #450:

- ISO A.5.17 / SOC 2 CC6.1 (high): createAnonClient now fails closed with
  an explicit Error if NEXT_PUBLIC_SUPABASE_URL or _ANON_KEY are missing,
  surfacing misconfiguration on the first request instead of throwing
  deeper in the handler with no context.
- GDPR Art.5(1)(f): truncateIp now rejects IPv4 with out-of-range octets
  (>255). '999.999.999.999' now returns undefined instead of a pseudo-IP
  that would pollute abuse-pattern analysis. Edge octets (0, 255) still
  accepted. 2 new tests.
- OWASP V3.2 / V3.3: the wrapper's stampHeaders step now applies the full
  security header set to every wrapped v1 response (CSP, HSTS, X-Frame,
  Referrer-Policy, X-Content-Type-Options) PLUS X-Robots-Tag: noai,
  noimageai so authenticated payloads are excluded from AI training sets.
  Public discovery routes (llms.txt, skills index, openapi.json)
  deliberately omit X-Robots-Tag — being AI-discoverable is the whole
  point of those surfaces.
- New WRAPPED_RESPONSE_HEADERS export separates the two contexts.

Pushing back on:
- SOC 2 CC6.1 medium "API key prefix in public docs aids brute force" —
  inverted logic. Every public API publishes its key prefix specifically
  so secret scanners (GitHub Advanced Security, GitLeaks) can detect
  leaks. Stripe (sk_live_), GitHub (ghp_), OpenAI (sk-) all do this.
- SOC 2 CC6.3 medium "formal risk register for unsigned cursors" — org
  -level documentation, outside this PR. Code-comment already documents
  the trade-off.
- SOC 2 CC2.3 low "llms.txt hardcodes security@arcim.io" — same address
  as SECURITY.md; no drift risk.

Flagged separately (not changed): the register-page duplicate-email
detection in this branch defeats Supabase's user-enumeration obfuscation
(GDPR Art.5(1)(c) × 2, ISO A.8.11). Substantive product decision: UX (no
infinite-wait for non-existent accounts) vs security (no enumeration).
GitHub and Stripe Atlas pick UX; some pick security. Owner's call.

3029/3029 vitest tests pass.

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

* fix(api): address Greptile review on PR #450

- P1 (companies/route.ts): keyset pagination was missing its tiebreaker.
  The cursor encoded (joined_at, id) but the filter only applied
  .gt('joined_at', ts) — same-joined_at rows on a page boundary could be
  skipped or duplicated. Also the encoded id was companies.id while the
  sort was on company_members, mismatched. Fixed: select + sort + encode
  on company_members.id, apply compound
  joined_at.gt.{ts} OR (joined_at.eq.{ts} AND id.gt.{cursor_id}) via .or().
  Side benefit — eliminates the broken-cursor-on-null-join case (#2)
  because company_members.id is always present, no null guard needed.
- P2 (registry.ts): ZodUnion branch had a dead ternary
  (['x','y','z','w'].length > 0 ? undefined : 'object') that always
  yielded undefined. Removed; emit { oneOf: [...] } without top-level
  type (correct JSON Schema for a union).
- P2 (with-api-v1.ts): public-endpoint path was short-circuiting before
  Bearer-token validation, contradicting the JSDoc and PR description.
  Now opportunistically validates a supplied token for rate-limit
  attribution + key tracking; missing/invalid token silently falls back
  to anon (the route is public by definition, so we don't 401). Two
  new tests cover both branches.

3031/3031 vitest tests pass; build green.

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

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-12 20:47:13 +02:00