Commit Graph

17 Commits

Author SHA1 Message Date
Mattsson b68c082ef5 feat(bank-sync): close the F2 report: gap backfill, consent and paused chip states, agent-triggered sync (#2165)
* fix(bank-sync): cron backfills the gap since the last successful sync

The daily incremental sync always asked the bank for the last 7 days. Any
pause longer than that (a lapsed subscription paid again, a consent renewed
after expiry, an outage) silently lost the days in between: the connection
came back, looked healthy, and the missing transactions never arrived.

The lookback now widens to cover the gap since last_synced_at plus one day
of overlap, capped at the 90-day PSD2 limit, and a gap of a month or more
asks for strategy=longest like the manual sync route does. Dedup via
external_id makes the overlap harmless. First syncs keep their 90-day path.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01QdcDV7CngLkWUvfKSsxFhS

* feat(bank-sync): chip warns seven days before a bank consent expires

The transactions-page chip only reacted once a connection was already dead
(expired/error) or had gone stale. A consent that is about to end looked
healthy until the morning it stopped syncing. New "expiring" state when a
live connection's consent_expires is within seven days, the same threshold
as the consent-expiry email in the sync cron. Precedence: attention,
expiring, stale, healthy.

getChipState moves to lib/transactions/bank-sync-chip-state.ts so the
precedence is unit-tested; the component keeps the rendering only.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01QdcDV7CngLkWUvfKSsxFhS

* feat(bank-sync): chip says paused when the subscription lapsed

The daily cron filters connections by the bank_sync capability, so a
company whose trial or subscription ended keeps status=active rows with a
frozen last_synced_at. The chip read that as "stale, check the connection",
which sends the user to re-authorise a connection that is perfectly alive.
56 of 191 active connections on prod were in this state on 2026-09-01.

New "paused" state, ranked above everything else, when the company lacks
bank_sync: hosted points at billing, self-host at the connector key, the
same split BankSyncNowButton already makes. getChipState takes an options
object so the clock stays out of render (react-hooks/purity).

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01QdcDV7CngLkWUvfKSsxFhS

* feat(api): agent-triggerable bank sync in v1 and MCP

Closes the first wish in the F2 report: an integration could read bank
data but never refresh it. New POST /api/v1/companies/{id}/bank-connections/
{connectionId}/sync and MCP gnubok_sync_bank, both on a shared runner
(extensions/general/enable-banking/lib/trigger-sync.ts).

Cost is bounded structurally, not by policy: the window is never
caller-controlled (the cron's gap-aware 7 to 90 day lookback), a connection
synced within 15 minutes answers BANK_SYNC_COOLDOWN with next_allowed_at
(429 + Retry-After on v1; synced=false in-band on MCP so the agent reads on
instead of retrying), and a failing connection is throttled per process by
attempt time. A dead session is flipped to expired with a remediation that
hands the user the connect link: no API call revives a consent.

Gated on bank_sync like gnubok_connect_bank; scope transactions:write.
Registry, scope map, load-routes, spec snapshot and the generated
accounted-api skill updated; five BANK_SYNC_* / BANK_SESSION_EXPIRED codes
added to the structured-error registry. The web Synka-nu route is left as
is (see DECISIONS.md).

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01QdcDV7CngLkWUvfKSsxFhS

* test(bank-sync): use the options object in the remaining chip-state calls

Four multi-line calls still passed the clock positionally after
getChipState moved to an options object; tsc flagged them (vitest did not,
the extra argument was ignored at runtime).

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01QdcDV7CngLkWUvfKSsxFhS

* fix(api): address skeptic findings on the agent-triggered bank sync

Three refutations from the pre-publish skeptic pass:

1. Core imported the extension. The v1 sync route pulled the runner
   straight from @/extensions, which the core-build gate rejects and which
   left a live bank endpoint on zero-extension builds. The route now
   resolves it through the registry's services channel against a contract
   in lib/bank-sync/trigger-sync-contract.ts (same pattern as the
   Skatteverket read service) and answers EXTENSION_DISABLED when the
   extension is absent.

2. The idempotency cache stored the handler-level 429. A same-key retry
   after Retry-After, which is the documented retry, replayed the stale
   cooldown as a 400 for the cache's 24-hour TTL. withApiV1 no longer
   caches 429 responses; regression test added. The endpoint's pitfall no
   longer claims Idempotency-Key is mandatory (it was never enforced).

3. Two cron tests read the clock twice and failed whenever a millisecond
   passed between the reads. They now pin the clock with fake timers.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01QdcDV7CngLkWUvfKSsxFhS

* fix(bank-sync): durable cooldown lease and review wording

Resolves the PR #2165 review findings in one pass.

Superagent P1: the attempt throttle was a process-local Map, so two agent
calls on different serverless instances (or a retry after a cold start on
a failing connection) could each bill an Enable Banking call, contradicting
the one-sync-per-15-minutes promise. New bank_connections.sync_lease_until
(migration 20260902150000), claimed with one conditional UPDATE before the
bank is called; Postgres row locking makes exactly one claimer win, the
rest answer BANK_SYNC_COOLDOWN. The lease stays for the full window on
success and failure. Tests cover the claim order, a failed attempt seen
from a second instance, a lost race, and an expired lease.

CodeRabbit: the =1 plural branch now reads "in 1 day" / "om 1 dag"
(daysUntilConsentExpiry rounds a partial day up, so "tomorrow" could be
today); the cooldown pitfall on the v1 endpoint, the MCP description and
the in-band cooldown instruction now say a cooldown can follow a failed
attempt and tell the agent to compare last_synced_at before deciding.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0125TMQQBjBBZG9YxP7wQWub

* fix(bank-sync): lease claim as a literal filter for the schema guard

CI's no-phantom-columns guard counts runtime-built query expressions and
its ceiling is exact; the templated `.or('sync_lease_until.is.null,...')`
claim added one. The column now defaults to epoch (NOT NULL), so "never
claimed" is just "expired long ago" and the atomic claim is a single
literal `.lte('sync_lease_until', now)` the guard can check. Migration is
unshipped (same PR), so it is edited in place.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0125TMQQBjBBZG9YxP7wQWub

* fix(bank-sync): runner verifies company membership before the lease

Superagent (round 3): the MCP path reached the shared runner without a
membership check of its own. Both callers do enforce it upstream
(withApiV1's company resolution and resolveMcpCompanyContext in the MCP
dispatcher), but the runner writes transactions and bills a bank call, so
it now checks company_members itself, before the cooldown and the lease
claim, and answers NOT_FOUND for a non-member. The viewer check that was
buried inside the sync block moves up with it.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0125TMQQBjBBZG9YxP7wQWub

---------

Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-09-02 17:17:41 +02:00
Jakob Wennberg 18cbc4c30a fix(security): audit remediation 2026-09-01: api_keys identity, viewer gates, OAuth binding, XSS, MFA gate (#2155)
* fix(security): bind api_keys to the caller, lock hash-as-bearer RPCs and provider token tables

Security audit 2026-09-01, critical items.

- api_keys INSERT requires user_id = auth.uid() again (an admin could
  forge a key for any co-member and act as them in every company they
  belong to); SELECT is own-keys-or-admin; a BEFORE trigger freezes the
  identity and credential columns against user-session UPDATEs.
- rotate_mcp_refresh_token and validate_and_increment_api_key become
  service_role only: they match rows by a presented SHA-256, so a hash
  readable by co-members was a bearer credential.
- validate_and_increment_api_key fails closed when the key's user is no
  longer a member of the key's company.
- provider_consent_tokens and provider_otc: the DELETE policies collapsed
  to "caller has any team row" (correlated subquery on a non-existent
  team_members.company_id). All member policies dropped; service_role
  only, matching every existing code path.

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

* fix(security): role gates, ownership guards and posting integrity in the database

Security audit 2026-09-01, high items at the database layer.

- One table-level guard, enforce_company_writer_role(), blocks the
  read-only viewer role on 55 company-scoped tables including through
  the 15 membership-only SECURITY DEFINER writers. Keyed on the JWT role
  claim so it fires inside definer bodies; no-op for service_role and
  trigger cascades.
- company_members user_id/company_id immutable from user sessions;
  invitations can never grant owner; team_members gains a transition
  guard (admins keep non-owner role moves); companies team_id and
  archiving are owner-only and team attachment needs team membership.
- Direct statements (current_user = authenticated) can no longer insert
  posted headers, add lines under posted verifikat, or post a draft with
  a voucher number the sequence never issued. Sanctioned RPCs run as the
  definer and are untouched; the engine's own draft-then-post shapes
  still pass.
- create_document_version refuses viewers and foreign storage paths;
  validate_version_chain needs membership and loses anon EXECUTE;
  match_documents / match_booking_templates lose anon; cron maintenance
  RPCs become service_role only; the production-only
  seed_asset_categories is dropped.

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

* build: pin tsx as an exact devDependency instead of fetching it with npx at build time

prebuild ran "npx tsx" with no lockfile entry, so every Vercel, Docker
and CI build downloaded tsx@latest and its transitive tree from the
registry with no integrity check, inside the build environment.

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

* fix(security): refuse the viewer role on API-key and MCP write paths

The v1 wrapper and the MCP company routing checked company membership
but never role, and both run as service role, so a read-only viewer
holding an API key could post vouchers and change settings through the
API. Mutating methods and non-read scopes now return 403 ROLE_READ_ONLY
for viewers on v1; MCP write tools refuse viewers the same way.

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

* fix(security): stop serving uploaded SVG, XML and HTML as executable content on the app origin

Uploads persisted the browser-declared mime type and the inline proxy
served it verbatim, sandboxing only text/html; the storage proxy
forwarded the uploader's Content-Type. Any writer, or any Peppol sender,
could plant a scripted SVG or XHTML that executed on app.gnubok.se.

- inline route: allow-list of natively safe types (PDF, raster images)
  served as before; everything else gets the opaque sandbox CSP.
- storage proxy: octet-stream + attachment + sandbox unless the DB
  mime for the key is on the allow-list.
- document-service: the stored mime is the magic-byte validated type.
- logo upload: magic-byte validation, SVG refused.

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

* fix(security): byrå brand logo upload decides the type by magic bytes and drops SVG

Same pattern as the company logo route: the logos bucket is public, so a
scripted SVG (or anything declared as an image) must never land there.
The upload pickers stop advertising SVG.

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

* fix(security): bind Enable Banking, Stripe and WooCommerce callbacks to the initiating user

The callbacks resolved the pending row by oauth_state alone, so a
victim who completed an attacker-initiated consent had their bank
account, merchant account or store attached to the attacker's company.
requireFlowInitiator() now requires the cookie session of the user who
started the flow: no session redirects to login with the callback URL
preserved, a different user is refused and nothing is exchanged.

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

* fix(security): guard tenant-controlled outbound fetches and surface the disabled rate limiter

WooCommerce and Shopify syncs fetched a member-editable store URL with
plain fetch() and redirect following under the service role, and the
invoice PDF renderer fetched company_settings.logo_url unguarded. All
three go through a new safeFetch() (public-IP validation via url-guard,
https only, redirect: 'manual', body size cap) and re-normalise the
stored host at use time. checkRateLimit() keeps failing open on hosted
but logs one error per process when Upstash is not configured and
exports isRateLimiterConfigured().

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

* fix(security): decide the API MFA gate from server-authenticated factors, not the session cookie

getAuthenticatorAssuranceLevel() without arguments derives nextLevel
from session.user.factors, which comes from the unsigned sb-*-auth-token
cookie. Deleting factors from the cookie made an enrolled account look
like it had nothing to step up to, on every /api route and in
requireAuth. Both gates now read factors from the getUser() result or
listFactors() and the level from the verified JWT claim, and fail closed
on errors. Page-branch gate hardened the same way.

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

* fix(security): bind Fortnox/Visma, Gmail and Skatteverket callbacks to the initiating user

The arcim-migration callback exchanged the provider code onto whatever
consent the one-time state named, with no check of who completed the
flow and no org-number comparison, so a phished Fortnox admin handed
their ledger to the attacker's company. provider_otc now records the
initiating user (migration 20260902100000); the callback requires that
session and, after the exchange, refuses a provider company whose org
number differs from the consent's company. The Gmail and Skatteverket
callbacks enforce the same initiator check.

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

* fix(security): BankID signup confirms the email before linking the identity

Signup created an email-confirmed, MFA-exempt account for any address
the caller typed and returned a magic link, so an attacker could
pre-register a victim's email and keep a permanent BankID login into the
account the victim later adopted. The user is now created unconfirmed,
the identity carries email_verified_at NULL (migration 20260902101000),
bankid_linked is not set until the mailed confirmation is clicked, and
BankID login of a pending identity is refused with the confirmation
re-sent.

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

* fix(security): bind MCP OAuth redirect URIs to the consenting user and cap scopes

A user-registered redirect URI was allowlisted globally, the consent page
named no client, and all scopes were pre-checked, so one phishing link
handed an attacker a full-scope key for the victim's company. Registered
URIs now resolve only for the registrant or a colleague sharing a
company; the consent page shows the client identity and redirect host;
non-built-in clients default to read-only pre-checks; scopes are capped
by the user's role (viewer: read only) at consent and at /token.

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

* fix(auth): client follow-ups for BankID confirmation, callback mismatch copy and decision log

- register client handles the new confirmation_sent response from BankID
  signup with the existing inbox screen instead of calling verifyOtp.
- BankID login surfaces the email_unconfirmed explanation.
- WooCommerce settings map woocommerce_error=wrong_user to its own copy.
- Logo help text no longer advertises SVG.
- DECISIONS.md records the audit remediation choices.

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

* fix(mcp-oauth): literal SoD columns in the api_keys insert so the phantom-column scanner resolves them

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

* test(logo): type the upload fixtures as Uint8Array<ArrayBuffer> so they are valid BlobParts

Fixes the typecheck ratchet on PR #2155 and ratchets the baseline down
by the one legacy error the change removed.

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 11:38:30 +02:00
Mattsson aabddb592f feat(billing): multi-user paywall: multi_user capability, 20-day grace, owner-only dormancy (#2099)
* feat(billing): multi-user seat gate: multi_user capability, 20-day grace, owner-only dormancy

Multiple people in one company becomes a paid capability (multi_user, the
eighth PAID key). Derived at access time from capability_grants, no status
column, no enforcement cron:

- entitled: active grant (trial/stripe/team/manual/comp), everyone works
- grace: newest grant expired < 20 days ago; countdown banner for everyone
  in companies with > 1 user; invites still allowed
- frozen: only role=owner resolves; other memberships go dormant (rows
  untouched, paying reactivates instantly); invites 403 with paid-plan upsell

Enforcement: new resolve_active_company_gated RPC (zero-arg RPC and RLS twin
untouched: they also run on self-hosts, where the gate never bites), gated
query fallback for service-role/API-key paths, setActiveCompany guard, MCP
company-access check, invite route. Middleware routes all-frozen users to a
new /paused page; the switcher greys locked companies.

Migration 20260901081417 (applied to staging): trial trigger seeds
multi_user, backfills for mid-trial companies, active Stripe subs, team
agreements, and a grandfather grant (expires now, i.e. grace = deploy + 20
days) for existing unpaid multi-member companies. Daily cron mails owners at
grace start and last day. Strings in sv+en; pg-real + unit tests included.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01L4tNt8wRG3a5iuU1JE2pnP

* fix(billing): multi-user seat gate hardening from skeptic review

- Stripe cancel now EXPIRES the multi_user stripe grant instead of deleting
  it: the 20-day grace window hangs on an expired row, so a deleted one
  froze churned payers' staff instantly with no banner and no mail. Other
  stripe grants keep the freeze-and-retain delete.
- New SECURITY DEFINER company_multi_user_state() RPC (migration
  20260901083726, applied to staging) and RPC-first getMultiUserState:
  capability_grants RLS hides team-scoped rows from non-team users, so
  user-client reads misread byra-covered companies as frozen (switch
  refusal, wrong switcher locks).
- Byra-kind teams get a standing team-scoped multi_user grant (backfill +
  teams trigger): byra client companies have no company-scoped trial by
  design, so a grantless byra team would freeze every consultant and
  client user.
- Comped/manual companies with active PAID-key grants extend to multi_user
  (a comped company must not read as paying while locking out user two).
- /api/v1 gets the same dormancy gate as MCP (frozen non-owner -> 403).
- PGRST202 on resolution fails OPEN (pre-migration DB has zero multi_user
  rows; the gated fallback would have frozen every non-owner mid-deploy).
- Grace cron: covers team-scoped lapses (byra agreement ending) and skips
  the start mail for the hand-mailed grandfather cohort.
- Tests updated/added across all touched surfaces; pg tests for the new
  RPC and byra trigger; trial-suppression pg test extended to 8 keys.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01L4tNt8wRG3a5iuU1JE2pnP

* fix(billing): decouple seat-gate env check and fail open on gate read throws

CI round 1 on #2099:
- isMultiUserEnforced no longer imports has-capability: several route test
  suites partially mock that module and the vitest mock guard threw from
  inside the v1 seat gate, turning expected 4xx responses into 500s.
  multi_user is never a connector capability, so the bypass reduces to the
  same env reads, now inlined.
- getMultiUserState wraps its resolution in a fail-open try/catch: a client
  without .rpc or a thrown network error must never lock users out.
- no-phantom-columns ceiling 391 -> 393 with reasons: the seat gate's .or()
  scope filter (server-resolved UUIDs) and the Stripe cancel expiry update's
  timestamp .or(); all columns in both strings are literals.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01L4tNt8wRG3a5iuU1JE2pnP

* fix(billing): membership-guard the multi-user entitlement RPCs (Superagent P3)

company_multi_user_ok and company_multi_user_state are SECURITY DEFINER and
were granted to authenticated with a caller-supplied company UUID: any
logged-in user could probe an arbitrary company's billing state and grace
deadline across tenants. Migration 20260901091752 (applied to staging)
requires an auth.uid() membership in the target company when a JWT is
present, keeps service-role/definer contexts unrestricted, and clamps the
grace window to [0, 20] days. pg tests: stranger gets false/NULL, member
reads normally, oversized p_grace_days cannot widen the probe.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01L4tNt8wRG3a5iuU1JE2pnP

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-09-01 11:29:12 +02:00
Jakob Wennberg 413a0978c0 fix(v1): attribute every REST write to the API key that made it (#2074)
commitEntry() already reads getActor() and forwards it to
commit_journal_entry, which stamps journal_entries.committed_actor_* and the
audit_log COMMIT row. But runWithActor had exactly one production call site,
the pending-operations commit, so everything reaching the ledger by any other
route committed anonymously.

Setting the scope once in withApiV1 attributes every v1 write, including the
ones that get to the ledger several frames down through reverseEntry,
correctEntry and the supplier-invoice paths. No signature changes, no
migration.

The severity is not the headline aggregate. 184 873 of the 193 466
unattributed entries are source_type='import', bulk SIE migration with no
meaningful actor. Excluding those it is 8 593 of 11 009, and it concentrates
where it matters most: 99.8% of storno entries and 100% of correction entries
had no actor. Those are the two sanctioned rättelse paths under BFL 5 kap.
5 §, where "who did this, and when" is a legal question.

Only the authenticated branch is wrapped. The anonymous public path has no
attribution worth recording.

Verified by removing the wrapper and watching 3 of 4 tests fail; the fourth,
which checks AsyncLocalStorage does not leak between requests, correctly still
passed.

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-31 21:49:51 +02:00
Jakob Wennberg 9fe37b85b5 feat(agents): per-key approval authority, the amount an agent may post unattended (#2079)
* feat(agents): per-key approval authority, the amount an agent may post unattended

An API key gets an optional ceiling in SEK. Above it the agent may still stage
the work, it just may not finish it alone: a human approves the same verifikat
in the app. Default is NULL, so every existing key keeps its behaviour and
turning this on is entirely opt-in.

Enforced at the two places an API key reaches the ledger, and at both the
refusal happens BEFORE the point of no return:

- MCP: in commitPendingOperation, before the atomic claim, so the operation
  stays 'pending'. Behind the claim it would be caught by the generic handler,
  marked terminal 'rejected', and the staged verifikat would be gone.
- REST: in journal-entries.commit, before commitEntry, so the draft stays a
  draft and the voucher sequence never advances (BFL 5 kap. 7 §). The dry run
  refuses too, rather than promising a voucher number the key cannot deliver.

Not enforced inside commit_journal_entry: a RAISE there is swallowed by
engine.ts into a retryable 500, and it would cost a DROP+CREATE on the function
that issues every voucher number.

Operations whose amount is only known during dispatch (batch allocation, bulk
booking, the settlement link paths) fail OPEN behind an explicit allowlist.
Pricing them ahead of dispatch would be a guess, and a wrong guess silently
breaks batch allocation the day someone sets a limit. The allowlist is derived
from what production actually stores: create_voucher carries total_debit on
1389 of 1389 rows, categorize_transaction carries amount on 2002 of 2003,
create_supplier_invoice_from_inbox carries total on 208 of 228.

This is a blast-radius cap, not a security boundary. A per-entry ceiling is
defeated by splitting one entry into several, and an LLM will find that, so
UNATTENDED_COMMIT_LIMIT_EXCEEDED forbids splitting first: one affärshändelse is
one verifikat (BFL 5 kap. 6 §). A cumulative rolling-window limit is the
primitive that actually bounds exposure and is left to a separate change.

The guard is written NULL-first everywhere. An absent, unparseable or
non-positive ceiling always means unlimited, never "block everything".

Agents read their own ceiling from gnubok_get_agent_briefing instead of
discovering it by burning a staged verifikat on a 403.

Changing a ceiling is auditable: it now renders in behandlingshistorik
(BFL 5 kap. 11 §). The audit trigger already fired on the column, but the
report dropped the event because the field was not in its diff map.

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

* chore(skill): regenerate accounted-api skill for the new commit pitfall

apiskill:check is a ratchet: the generated reference must match the endpoint
registry. Never hand-edited.

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

* test(agents): pin the DB default itself, and declare the briefing field required

Two review findings, both real:

- the default test stored an explicit NULL, so it stayed green even if the
  column default changed to a positive ceiling: the one change that would
  silently start blocking every existing key. It now omits the column.
- gnubok_get_agent_briefing documents unattended_commit_limit as always
  present and emits it unconditionally, so it belongs in the output schema's
  required list.

Declined the NOT VALID constraint suggestion, with the reason recorded in the
migration: api_keys is 388 rows / 768 kB in production.

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

* docs(agents): name the TOCTOU window in the REST ceiling check

A security scan flagged that the line sum is read before commitEntry, so a
concurrent write to the draft's lines can post over the ceiling. Real, and
accepted: closing it means enforcing inside commit_journal_entry, where a RAISE
becomes a retryable 500 and destroys the staged operation on the MCP path.

Recorded in the code rather than left implicit, so nobody later mistakes this
for a hard control. A per-entry ceiling is already defeated by splitting, which
needs no race; the cumulative rolling-window limit is the primitive that bounds
exposure.

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

* fix(agents): price the settlement and batch paths that were bypassing the ceiling

A security scan flagged that known money-posting operations fail open, and it
was right. The first cut priced only create_voucher, categorize_transaction and
create_supplier_invoice_from_inbox, on the belief that the batch and settlement
paths computed their totals only inside SQL at dispatch. Production says
otherwise: the staged preview already carries the amount, because it is the
number a human is shown when approving the operation.

Over the last 120 days each of these is present and numeric on 100% of that
type's staged rows:

  link_transaction_journal_entry  transaction_amount  1369 rows
  bulk_book_transactions          tx_sum               273 rows
  link_supplier_invoice_voucher   payment_amount        55 rows
  match_batch_allocate            total_allocated       24 rows
  mark_invoice_paid               total                  3 rows

So a key with a ceiling could post any amount through the four largest
settlement paths. Now priced, and the ceiling applies.

Only reconciliation_match stays unpriced: it carries pair_count, which is a
COUNT. Pricing off that would compare pairs against kronor, which is worse than
not enforcing. link_document_to_voucher and attach_document_to_transaction move
no money at all; the transaction_amount they carry is context, not a posting.

Genuinely unpriceable types still fail OPEN. This control can only ever narrow
what a key does, and a wrong guess at an amount blocks a legitimate commit, so
guessing high would leave an agent unable to work.

Adds a test that walks the whole allowlist, so a typo'd field name cannot
silently make a type unpriceable again: that is exactly the hole this closes.

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

* fix(mcp): drop the ceiling from the agent briefing, the payload budget has no room

The tools/list context-budget bench sits at 65 000 tokens and main now leaves
roughly 20 tokens of headroom. An always-present field on the briefing's output
schema costs about 85, so this addition alone pushed the bench red.

The bench's own note is explicit that the answer is to demote a tool rather than
raise the ceiling, so raising it here would be the wrong trade for a
nice-to-have.

Nothing is lost that matters: the operation is never destroyed when it is
refused, so discovering the ceiling from UNATTENDED_COMMIT_LIMIT_EXCEEDED costs
one round trip and no work. That error already carries both attempted and limit,
and GET /api/settings/api-keys returns the value. Re-exposing it on the briefing
is worth doing once there is budget to spend.

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

* docs(api): spell affärshändelse correctly in the commit pitfall

Fixed in the route's registerEndpoint pitfalls, which is the source; the skill
reference is regenerated from it and never hand-edited.

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>
2026-08-31 15:53:53 +01:00
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 f929b4b1d2 feat(mcp): lazy authentication so a client can connect before an account exists (#1814 PR 2) (#1892)
* feat(mcp): lazy authentication so a client can connect before an account exists

Second PR of agent-first onboarding (#1814). A client with no token may
now initialize, list the default catalog and call the three documentation
tools (search_tools, list_skills, load_skill). Every other request keeps
the transport-level 401 + WWW-Authenticate, which is what Claude, Claude
Code and Codex turn into their Connect prompt; with #1855 the account is
created inside that prompt, so the first protected tool call is the whole
signup trigger.

- The JSON-RPC body is parsed before auth so the method and tool name can
  decide whether a token is required. A tokenless unparseable body keeps
  the old 401 answer.
- Anonymous callers get an 'anonymous' actor, an empty scope set, a
  not-connected variant of the initialize instructions, and the full
  default catalog from tools/list (the agent has to be able to name a
  protected tool to trigger the challenge).
- Anonymous traffic is rate-limited per truncated IP via checkRateLimit;
  truncateIp moves to lib/api/ip.ts so the MCP server can use it without
  importing the v1 wrapper (which pulls lib/init and would cycle).
- gnubok_list_skills is now company-independent and skips its two context
  lookups when there is no company (anonymous or not yet onboarded).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_018wCdzRTatKiDByKB8hCNT6

* fix(mcp): gnubok_list_skills keeps its company_id argument as an optional-company tool

Making list_skills company-independent (so anonymous callers can run it)
silently dropped its company_id argument: a multi-company user asking
for another company's skill list got the key default instead. Optional-
company tools now advertise company_id and resolve (membership-checked)
it when an authenticated caller names one; anonymous callers cannot.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_018wCdzRTatKiDByKB8hCNT6

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-25 11:38:29 +02:00
bjornbergenheim 43a71aec3c fix(supabase): stop server clients leaking a 30s refresh ticker per request (#1612)
* fix(supabase): stop server clients leaking a 30s refresh ticker per request

`autoRefreshToken` defaults to true in supabase-js, and off-browser
@supabase/auth-js starts the refresh ticker unconditionally:

    // in non-browser environments the refresh token ticker runs always
    this.startAutoRefresh()

That is a setInterval firing every 30 s. It calls unref(), so the process
still exits, tests pass, and Vercel never notices because the process is
torn down long before the tickers accumulate. But unref() does not make a
timer collectable: it stays registered in the event loop and remains a GC
root for its callback, which closes over the GoTrueClient, the
SupabaseClient, and the whole request scope around it.

A long-running self-hosted instance therefore leaks one timer plus one
entire request graph (socket, IncomingMessage, ServerResponse, headers,
route context: ~100 kB) per client constructed. One died of "JavaScript
heap out of memory" after 42 h, the last 24 of them completely idle. The
heap snapshot showed 445 retained request graphs and ~1050 Timeouts in
the 30 000 ms bucket, retained via `autoRefreshTicker`, and the rate
matched the traffic exactly: the Docker healthcheck polls /api/health
every 30 s and the webhook dispatch cron runs every minute, so
3 clients/min x 148 min = 444.

- new lib/supabase/service-client.ts: createServiceRoleClient() applies
  SERVER_AUTH_OPTIONS, spread LAST so a caller passing its own auth block
  cannot re-enable the ticker
- 22 call sites migrated; only booking-templates/sync/cron had ever
  passed the options itself
- guard 9 in no-new-antipatterns.mjs fails CI on any new value import of
  supabase-js's createClient outside the wrapper; type-only imports are
  fine. Verified to fail on a deliberate regression and pass once fixed
- browser clients untouched: a signed-in tab genuinely needs the refresh,
  and lib/supabase/client.ts is built on createBrowserClient anyway

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

* fix(checks): catch namespace imports in the leaky-supabase-client guard

The guard only matched named imports, so

    import * as sb from '@supabase/supabase-js'
    sb.createClient(url, key)

reached createClient through member access without ever naming it, and
passed. Verified against the real script before and after: the shape is
flagged now, and `import type * as sb` still passes.

Namespace value imports are treated as leaky outright rather than tracking
member access, which keeps the check a regex over source text with no new
dependency.

Review also suggested excluding *.test.tsx alongside *.test.ts. Skipped: the
repo has no .test.tsx files, and all four sibling checks in this file use
`.test.ts`. Diverging in one of them would read as an accident; if such files
appear, all four should change together.

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

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-08-17 14:30:17 +02:00
Mattsson f24b26a139 fix: similar-sweep currency remediation, security hardening and v1 API fixes (#1215)
* fix(security): gate replace_sie_import behind owner/admin membership

The RPC was SECURITY DEFINER with EXECUTE granted to PUBLIC and anon, no
company_members lookup, no auth.uid() reference and no unauthorized raise,
while setting gnubok.allow_delete to disarm the BFL immutability and
retention triggers. Any caller holding a company_id and an import id could
hard delete another tenant's verifikationer. Confirmed live in production.

Applies the same fail closed owner/admin guard that undo_sie_import already
carries (migration 20260624120000), resolving the actor from
COALESCE(p_user_id, auth.uid()) so it denies when the role is NULL, then
revokes EXECUTE from PUBLIC and anon. search_path and the raised
statement_timeout are restated, since CREATE OR REPLACE drops settings that
are not repeated.

userId is a required parameter on replaceSIEImport: the service client has a
NULL auth.uid(), so a caller without an explicit actor now fails to compile
rather than hitting the closed gate at runtime.

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

* fix(security): validate arcim OAuth callback state server side

The callback route is skipAuth and decoded the state parameter as plain
base64url JSON, trusting consentId and provider from it. A one time code was
minted at flow start and never read. An unauthenticated attacker who learned
a consent id could run an OAuth flow on their own provider account and post
the callback with a forged state, landing their tokens on another tenant's
consent, so the victim's next migration imported the attacker's ledger.

State is now an opaque randomBytes(32) pointer to a provider_otc row,
consumed by a single atomic UPDATE guarded on used_at IS NULL and
expires_at, so a replay loses the row lock race and updates nothing.
provider is read from provider_consents rather than trusted from the client.
provider_otc already existed for exactly this purpose and was never wired up.

Also scopes getConsent to an owning company, closing a cross tenant status
oracle where the preview and migrate paths echoed a consent's status before
the scoped check ran.

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

* fix(security): scope documents storage to company_id (phase A)

The documents bucket policies matched on auth.uid(), and upload keys were
documents/{userId}/..., so company membership was never consulted. Removing a
member revoked nothing: their session still authenticated and they kept
direct Storage read access to every receipt, supplier invoice and bank
statement they had uploaded. The same bug was fixed for sie-files in
20260416120000; this bucket was left behind.

Phase A is additive. Company scoped policies are added alongside the
uploader scoped ones, uploads move to documents/{companyId}/{userId}/..., and
reads accept either layout so nothing breaks mid migration. Phase C, which
drops the old policies, is gated on the backfill reporting zero remaining
legacy prefix objects.

The policy compares the company segment as text rather than casting to uuid
the way sie-files does: this bucket holds keys whose second segment is not a
uuid (MCP audit packages), and Postgres does not guarantee the bucket prefix
qual runs before the cast, so a planner reordering would raise 22P02 and fail
the whole query instead of filtering the row out.

deleteDocument now removes both candidate keys. Removing only the stored
pointer would leave a readable orphan copy of a document the user asked to
erase.

The backfill script is included but has never been run. It defaults to dry
run, refuses .env.local by name, and verifies each copy is readable and
SHA-256 identical before repointing the row.

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

* fix(security): enforce events:read scope and membership on /api/events

This was the only one of the three validateApiKey call sites with no
downstream guard: v1 and the MCP server both check scope and re-verify
company membership, this route did neither. An events:read scope existed and
was documented as gating the endpoint but was never called, so a legacy key
falling back to DEFAULT_SCOPES read the full log. The bound company id went
straight from the api_keys row into a service role query, so a key whose user
had been removed from the company kept reading.

Adds the scope check before any database access, re-verifies company_members
with archived_at IS NULL, honours test mode by stamping X-Gnubok-Mode instead
of ignoring it, applies minimisePayload so the pull surface can never return
a wider payload than the push surface, and replaces the three flat error
strings with the canonical envelope.

Test key reads are served rather than blocked: TEST_KEY_WRITE_BLOCKED is
gated on mutations in with-api-v1, so a read gets the same treatment as every
other v1 read endpoint.

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

* perf(bookkeeping): sweep remaining journal_entries!inner embeds

A previous refactor removed this pattern from lib/reports and introduced
fetchEntryLines, but the class was never swept. Seventeen sites remained and
had become the top application consumer of production database time:
measured across the resulting query shapes, 32,694 calls and 25,848 seconds
of execution, mean 790ms, with shapes averaging 2.6s and 3.0s and maxing at
7,962ms against the 8s statement_timeout, which surfaced to users as 500s on
the booking path.

PostgREST compiles an embed with filters on the embedded side into a
correlated INNER JOIN LATERAL with a parameterized LIMIT, which stops
Postgres reordering the join, so each query walked the whole
journal_entry_lines table across all tenants. Driving from the entries side
instead turns that into two indexed round trips.

Converted sites keep their existing shape: the helper reattaches the parent
entry under the same key the embed produced. Several conversions also remove
a latent silent truncation where an unpaginated query was capped at
PostgREST's 1000 row ceiling.

Two deliberate exceptions. The free text ilike legs of the MCP display query
stay on the embed, because each is capped at legLimit and that cap drives the
truncation contract the tool reports, while the helper is unbounded. The
accounts route moves to the existing get_account_usage_counts RPC instead,
since its embed was a head count and the helper returns rows.

commitEntry's write path is untouched: the change there is confined to the
read query of the pre-commit dimension rule check.

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

* fix(api): anchor v1 list cursors on created_at

Page two returned page one, forever, while still advertising a fresh
next_cursor. The three routes sorted by and encoded a Postgres date column,
which serializes as YYYY-MM-DD, but decodeDefaultCursor validates the cursor
timestamp as full ISO-8601 and returned null, so the keyset filter was never
applied and has_more never went false. An integrator syncing verifikat looped
on the newest rows indefinitely.

The transactions route already solved this and its comment names the trap;
the fix was never ported. All three now order and encode on created_at with
an id tie break, matching the transactions keyset predicate exactly.
ISO_TIMESTAMP is deliberately left alone: relaxing it would silently change
sort semantics on the route that currently works.

Default ordering therefore moves from business date to insert order. Every
business date is still on the row, and the invoices list gains date_from and
date_to filters so a date range is still reachable; the other two already had
them.

The tests use an in-memory PostgREST that actually evaluates the filters,
because the repo's pass-through mock cannot catch this class of bug: the bug
is that the filter is never sent. They walk to exhaustion with a hard
iteration cap, so an unterminated walk fails instead of hanging.

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

* fix(api): separate dry run from commit in the idempotency hash

The request hash was built from url.pathname, which excludes the query
string, so a dry run and its commit hashed identically. Following the flow
documented in dry-run.ts, re-issuing the request with the same
Idempotency-Key returned the cached preview with Idempotent-Replayed set and
wrote nothing, while reporting 200. An agent or integrator saw success for a
write that never happened.

dry_run is folded into the hash only when true, not as an unconditional
boolean. Including it as false would change the hash of every ordinary write,
and with a 24h idempotency TTL any key in flight across the deploy would fail
the request_hash comparison and 409 on a legitimate retry. Both hash call
sites now go through one shared helper so they cannot drift into a permanent
cache miss, and dry run responses are no longer stored at all.

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

* ci: install the Bedrock SDK out of tree in the compliance review

The Swedish accounting compliance gate had failed ten consecutive runs and so
was posting nothing. With --no-package-lock npm discarded the lockfile and
re-resolved the whole tree from package.json, floating @hookform/resolvers to
5.4.3, whose valibot ^1 peer conflicts with the pinned valibot 0.39.0.

Installing into the parent of the checkout resolves only that one package, so
an unrelated peer conflict can never take the gate down again. Node still
finds it because ESM bare specifiers walk up parent node_modules; NODE_PATH
would not have worked, as it is CommonJS only. --legacy-peer-deps was
rejected because it masks future genuine peer conflicts and still reifies the
full tree.

The same step's SDK version is aligned from 0.31.0 back to the 0.29.1 that
package.json and check:guards enforce after the streaming outage. That drift
went unnoticed because the pin guard only inspects package.json and the
lockfile, never workflow files.

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

* build(docker): generate crontabs from vercel.json

vercel.json defines 16 cron jobs; both Docker crontabs carried 9, and were
byte identical to each other. Self hosted deployments therefore never sent
recurring invoices, never dispatched webhooks and never cleaned up
idempotency keys. tax-deadlines also ran once a year on 2 January instead of
daily, and documents/verify weekly instead of daily.

Extension crons are included rather than excluded. The Dockerfile copies the
whole tree before building, so every extension cron route is compiled into
the image regardless of the enabled preset, and each returns 200 when its
extension is unconfigured, so curl -sf logs no failure. Two such entries were
already present in the crontab for extensions absent from the preset, which
settles the intent.

documents/verify is treated as drift rather than a self hosted concession:
the weekly cadence was present in the hosted crontab too, and the run is
capped at 200 documents walking a nulls-first queue, so weekly drains the
integrity queue seven times slower on a check that exists for BFL retention.

webhooks/dispatch keeps its per minute cadence, adding 1,440 requests a day
on self hosted. A gentler tick would silently stretch the first retry, since
the retry ladder opens at 60 seconds. SCHEDULE_OVERRIDES is the one line
place to change that.

A parity test asserts the path sets match minus a documented exclusion list,
and ratchets three cron routes that are currently scheduled nowhere so they
are named rather than silently rotting.

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

* chore(observability): add a provider agnostic error sink

There is no error tracking in this codebase: logs go to console and Vercel
retention and nowhere else, nothing alerts on the 16 cron jobs, and seven
code comments across lib, app, components and extensions asserted that Sentry
captures errors when Sentry is not a dependency. The two most recent bug
fixes on this repo were both discovered by customer email.

This adds the sink, not a vendor. No dependency is taken: the interface has a
no-op default and a registration point, so behaviour is unchanged until an
adapter is registered. Releases are tagged from the build id already inlined
by next.config.ts.

Redaction moved out of lib/logger.ts into a leaf module that both the logger
and the sink import, so there is one denylist and no path from application
data to a third party can skip the personnummer regex, including direct sink
calls that bypass the logger. That matters here because these logs carry
personnummer and financial data.

verifyCronSecret now reports its own 401s, which covers all 16 jobs without
touching a route file and catches the case where CRON_SECRET is rotated
without updating the scheduler and every job silently 401s forever. The
threshold is one failure rather than the backup alert's three: suppressing
the first occurrence is precisely how an outage stays invisible.

The seven misleading comments are corrected to describe what the code
actually does, including the two cases that still are not covered: the client
side one, since the sink is server side, and a warn level call that is not
forwarded.

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

* fix: remediate the 2026-07-26 similar-sweep findings across all surfaces

Resolves the ~150-finding sweep (dev_docs/similar-sweep-2026-07-26.md) with
one agent per finding; every behavioural fix carries a regression test proven
to fail at HEAD. Full status, corrections to the sweep, refusals and open
decisions in dev_docs/similar-sweep-2026-07-26-remediation-status.md.

Structural roots closed:
- resolveSekAmountOrNull(): honest SEK resolution refuses instead of booking
  1:1; four duplicated toSek closures now refuse via INVOICE_FX_RATE_MISSING
- ledger-line-amount.ts: journal_entry_lines.currency labels the document,
  not the amount; SQL pre-filter decoy proven and fixed
- sparse-patch.ts: .partial() does not strip .default() in Zod 4.4.3; the
  exploitable salary payslip-line PATCH and KPI preferences sinks fixed
- tests/schema: migration-replay phantom-column guard (13k+ refs, closed
  CHECK sets, onConflict targets); found 28 real defects, all fixed, all
  four baselines now empty
- three new ratchet guards: sek-labelled-amount, cross-extension-import,
  ungated-extension-route

Highlights: lawful VAT-rate set on all seven invoice surfaces (ML 6 kap),
RC input VAT mismatch wired on web + both MCP callers, missing-underlag
resource delegates to the shared RPC predicate, push-notifications consent
polarity fail-closed, deadlines undo honours requested state, silent-failure
and read-side-fabrication classes fixed across settings/KPI/inbox/Stripe/
Arcim/kassaflodesanalys, error-envelope stringification fixed at 10+ sites
with isSwedishUserMessage extended.

Also includes the parallel session's MCP invoice tools (update_invoice,
recurring schedules, invoice deliveries) which share files with the sweep
work and are verified green together.

13 new migrations are NOT applied anywhere; they apply via branch merge.
20260726120000 backfills 1247 supplier-invoice rows. pg tests for new
DDL are written but unrun (no local Postgres).

Verified: 11088 tests / 881 files green, tsc 0 non-test errors, lint 0
errors, check:guards passing, MCP payload 57475/57500.

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

* fix(migrations): rename replace_sie_import migration off main's 20260726090000 version

origin/main shipped 20260726090000_agent_quota_rpc_caller_guard.sql; keeping
our replace_sie_import migration on the same version would abort the Supabase
apply with a schema_migrations_pkey duplicate at merge time.

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

* fix(review): remediate pre-publish deep-review findings across all slices

A 13-agent review of the full branch diff surfaced 1 critical, 5 high and
~45 further findings; this commit resolves them in one pass:

- replace_sie_import / undo_sie_import: p_user_id honored only for
  service_role callers; any other caller is pinned to auth.uid()
  (impersonation gate bypass), authz raise errcode 42501 mapped to a
  Swedish 403 in the route, new caller-guard migration for undo
- bulk_book_transactions refuses homogeneous non-SEK batches instead of
  writing foreign magnitudes into SEK ledger columns
- credit-note cap trigger: company-match on credited_invoice_id, no
  cross-tenant figures in exception text
- link_voucher RPCs resolve NULL invoice currency as SEK end to end
- personal-number ciphertext CHECK split into NOT VALID + VALIDATE
- same-currency foreign settlements clear 1510 at booking rate and book
  realized diff to 3960/7960; rate-less foreign write paths refuse
- receivables revaluation covers partially_paid and outstanding amounts
- period lock guard paginates candidates past the PostgREST 1000 cap
- documents: service-client storage removals after authz, dual-layout
  reads in integrity cron and archive export, backfill delete-source
  sweep actually deletes with hash verification and shared-key grouping
- invoice matching normalizes NULL/lowercase currencies (regression),
  duplicate candidates stop claiming amount matches they never ran
- match-invoice aborts on any booking failure (no paid-without-verifikat)
- refresh-exchange-rate reverts on concurrent booking (TOCTOU window)
- KPI preferences upsert arbiter aligned to the company-scoped constraint
- personnummer_last4 stripped from all salary responses incl. MCP tools
- worked-hours batch restores destroyed rows on conflict and error paths
- MCP: shared duplicate-claim builder (no more 'null kr'), short-circuit
  on tag_journal_lines overflow, auto_send schedules stage as high risk
- observability sink redacts emails/IBANs/API keys and keeps redacted
  stacks in prod; assorted small guards (safe-return-to /@, dry_run=True,
  cursor helper off-by-one, OAuth state TTL 10 min, arcim saveMappings
  call removed)

Full dispositions, deferred items and hand-verified accounting numbers
are documented in the PR body and DECISIONS.md.

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

* feat(personnummer): implement masking and encryption for personal numbers with tests

* fix(review): address CI and compliance-bot findings for PR #1215

pg-real: the CI image's auth shim reads the legacy request.jwt.claim.role
GUC, so both service-role simulations (runAsServiceRole and the
invoice-delivery test's local helper) never satisfied auth.role() =
'service_role' and every legitimate p_user_id path failed closed; the
shared helper now sets both GUC shapes plus SET LOCAL ROLE with a
fail-loud sanity check, and the delivery test reuses it. The link-voucher
migration had recreated both RPCs from pre-rewrite file text,
reintroducing the NULL-unsafe membership pattern the
null-safe-tenant-guards ratchet bans; both guards now use
public.caller_is_company_member() with all currency changes preserved.

Compliance bots: the customers export now emits the standard masked form
instead of raw AES-256-GCM ciphertext in the Org-/personnummer column,
and maskCustomerRow returns a non-round-trippable placeholder on decrypt
failure instead of 500ing the list. MCP parity: gnubok_lock_period's
staging pre-check now runs the exact countUnbookedInPeriod the commit
path enforces (exported from period-service; local mirror deleted), and
gnubok_agi_status resolves AGI state run-scoped so a correction run no
longer renders as already filed.

Declined with evidence: PR-Agent's opening-balances null-zeroing concern
(all mergeable columns are NOT NULL with defaults per 20260713101000).

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

* fix(review): address codex review findings on PR #1215

- restore 20260726140000 to its preview-recorded content and restate the
  NULL-safe tenant guard under 20260727130000: a recorded migration version
  never re-runs, so the in-place edit could not reach the preview branch
- replace toFixed() with sv-SE two-decimal formatting in the ROT/RUT cap
  warning texts and update the pinned test expectations
- drop the em dash in the fiscal-periods route comment
- strip trailing whitespace in import-existing.test.ts

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

* test(reports): raise timeout on real PDF render tests

renderToBuffer does real @react-pdf layout work and exceeds the 5s
default when the full suite saturates the CPU; tests pass in isolation.

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

---------

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-07-27 03:34:56 +02:00
Mattsson b6332e9ff4 Fix/skv connection flow (#1015)
* feat(salary): one-click AGI submission with filing state machine and success feedback

The AGI panel required users to know that "Ladda ner AGI-fil" was the
generate step, then click submit, signing link, and kvittens manually.
A nollkorning filing stalled on "AGI-XML saknas" pointing at a UI path
that does not exist.

- New primary button "Lamna in till Skatteverket" chains the existing
  endpoints client-side: generate XML if missing, POST underlag, poll
  kontrollresultat, create signing link, open Mina Sidor in a tab opened
  synchronously at click (popup-blocker safe). Inline stepper shows each
  step; the four old buttons become collapsed advanced/recovery actions,
  auto-expanded in stale-draft and rejected states. XML download stays
  visible and free for manual filing.
- deriveAgiFilingState() + useAgiSubmission() lift the per-period
  submission record to the run page: the progress rail and salary hero
  now render the real state machine (generated, underlag inskickat,
  vantar pa BankID-signatur, inlamnad med kvittensnummer) instead of
  telling users to "lamna in" an already-submitted declaration.
- Success card with kvittensnummer and signature metadata once signed,
  plus a toast when a poll flips the state while the page is open.
- AGI kvittens cron every 15 min instead of every 2 h so filings signed
  on another device get stamped and emailed promptly.
- Advanced submit also auto-generates, and the stale "Lon -> AGI ->
  Generera" error text now points at the real buttons.

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

* fix(enable-banking): instant OAuth callback feedback and dead-attempt cleanup

The bank redirect landed on a blank page for the several seconds the
callback spent exchanging the PSD2 session and mirroring accounts, and
every failed connect attempt left a status='error' row that rendered
forever as an "Atgard kravs" card next to a successful retry, showing
duplicate connections to the same bank.

- Stream a branded "Slutfor bankanslutningen" progress page from the
  callback: the shell flushes before the session exchange starts and a
  script/meta redirect follows when the work completes, with a 30s
  slow-work escape hatch. Fast outcomes (denial, bad params, unknown
  state) keep their plain redirects.
- Delete never-activated connection rows (no session_id, no
  accounts_data) on denial or exchange failure, and sweep leftovers for
  the same bank on the next connect. Established connections keep their
  "Atgard krävs" card via the accounts_data guard; FKs are ON DELETE
  SET NULL so deletion has no dependents.
- Show "Banken ar ansluten: hamtar dina konton" while the settings
  panel loads after the callback instead of an anonymous spinner.

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

* fix(invoices): reject re-send of issued invoices and gate bookkeeping on the sent flip

A direct POST to /api/invoices/[id]/send against an already-issued
invoice re-emailed the customer and posted a second revenue verifikat
(createInvoiceJournalEntry has no dedup), overwriting journal_entry_id
and orphaning the first entry. Only the UI hid the button; the v1 route
and the MCP commit executor already rejected non-drafts.

- Non-draft invoices now return 409 INVOICE_ALREADY_SENT.
- The draft to sent status flip is an optimistic lock (status guard plus
  row-count check); journal entry, accrual schedules, PDF archival and
  the invoice.sent event only run for the request that won the flip.
- On a flip failure the journal entry is deferred: the row stays draft
  and a retry re-runs the pipeline, ending with exactly one verifikat.

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

* fix(invoices): payment links, failure visibility and sandbox guard for recurring auto-send

- sendInvoiceFromSchedule now auto-creates an online payment link via
  applyPaymentLinkToInvoice before rendering and passes the payment
  link QR to the PDF: parity with the dashboard and v1 send routes,
  which recurring invoices silently lacked.
- The recurring cron persists last_run_warning both when a claimed run
  throws (hourly retries stay visible on the schedule) and when a stale
  schedule is rolled forward, so a deterministic failure can no longer
  skip a month silently.
- Auto-send is blocked for sandbox companies at the email chokepoint
  (freeze-and-retain: the invoice is still generated as a draft),
  covering both the cron and the run-now route with one guard.

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

* feat(salary): close the Fortnox payroll API gaps (phases 1-4)

Payroll now runs end-to-end through the open API, including onboarding a
client from another payroll system, with every write staged for approval.

- v1: per-employee payslips (list/detail/PDF), payslip line writes,
  run roster attach/remove, absence ranges (per-day storage), jamkning
  fields, cutover opening balances (single + atomic bulk PUT), vacation
  balance + vacation-year-close. PUT added to the wrapper's idempotency/
  test-key set (test keys could otherwise write through PUT).
- MCP: 10 new tools (get_employee/get_payslip/list_absence/
  get_vacation_balance reads + staged update_payslip_line,
  register_absence, create_employee, update_employee,
  set_employee_opening_balances, close_vacation_year), executors, risk
  tiers, op-type CHECK expansions. create_employee encrypts personnummer
  at staging: pending_operations never holds plaintext.
- Scope-map audit retrofit: 11 formerly unmapped tools now scoped;
  BREAKING for keys that relied on the 4 default-allow writes.
- Cutover: employee_opening_balances (derived lock trigger, self-unlocks
  on run correction), engine YTD/karens/liability integration,
  Ingaende saldon section in the employee editor.
- Arbetsschema-lite: employees.hours_per_week/workdays_per_week drive the
  hourly/daily divisors; legacy 173/21 preserved exactly at defaults so
  existing pay math is byte-identical.
- Vacation ledger + semesterberedning/arsavslut: recomputed per-year day
  balances (synced on book/correct, non-fatal), year-close with the
  min-20 floor, 5-year sparade-dagar expiry to forced payout, and a
  2920/2940 drift adjustment via the bookkeeping engine; Semester
  dashboard card with preview-then-confirm dialog.
- Fix: Zod 4 defaults leak through .partial(), which made every sparse
  employee PATCH fail validation and reset defaulted columns.

Migrations 20260713100000/101000/110000/121000/122000 (applied to
staging with version rows; prod via merge). vacation_ledger renamed from
20260713120000 to avoid colliding with vat_declaration_totals_rpc.

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

* perf: cut dashboard page-load latency (region, round trips, caching, VAT RPC)

The dominant cost was infrastructure: Vercel functions ran in iad1
(Washington D.C.) while Supabase (DB + auth) lives in eu-north-1
(Stockholm), so every request paid 4-5 transatlantic round trips of
auth + company resolution before doing any real work (measured
530-1900ms for single-query GETs in prod logs). Pin functions to arn1
and cut the redundant work on top:

- vercel.json: functions to arn1, same city as the database
- getActiveCompanyId: preference + first-membership queries run in
  parallel; the fallback result doubles as validation in the common
  single-company case (one round trip instead of two sequential)
- withRouteContext: Server-Timing header and authMs/companyMs/handlerMs
  in the op-completed log, so latency is attributable per phase
- dashboard layout: nav badge counts off the critical path; DashboardNav
  loads them client-side via the new use-worklist-badges SWR hook with
  debounced realtime revalidation
- swr (new dependency, approved): global provider; useCompanySettings
  shares one cache entry across consumers and renders from cache on
  back-navigation instead of re-showing skeletons
- /pending: realtime refetch debounced; bulk operations previously
  fired 4 requests per row-change event
- VAT declaration: new get_vat_declaration_totals RPC returns
  per-account totals, settlement-shape detection (#984) and
  source_type counts in ONE round trip instead of paging every
  entry+line through PostgREST. Account lists stay TS-side parameters
  so ACCOUNT_RUTA remains the single source of truth. Shape-exclusion
  coverage moved to tests/pg/vat-declaration-totals-rpc.pg.test.ts;
  DDL already applied to staging.
- bundle: CommandPalette lazy-mounts on first Ctrl/Cmd+K, AgentChat
  dynamic-imports the markdown parser, @vercel/speed-insights (new
  dependency, approved) added for real-user timings

The /salary fetch-waterfall fix from the same effort already landed
inside 2084a756.

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

* fix(invoices): settle öre-rounded payments from the mark-paid flow

An invoice with öresavrundning shows a rounded "Att betala" on the PDF;
the customer pays that amount (up to 50 öre off the stored öre total) and
the invoice-page mark-paid flow rejected it with
MATCH_AMOUNT_EXCEEDS_REMAINING: a dead end, while the bank-transaction
match flow already absorbed the residual to 3740.

- PaymentBookingDialog now proposes the rounded bank leg plus the 3740
  residual line (credit when rounded up, debit when rounded down),
  resolved via getDisplayTotal from the per-invoice override and
  company_settings.ore_rounding.
- settleInvoicePayment and the v1 mark-paid route absorb the sub-krona
  residual, gated by planInvoicePaymentForLines: absorption applies ONLY
  when the caller lines carry the exact residual on 3740; otherwise the
  strict plan applies (sub-krona partials stay partial, no-3740
  overshoots keep the 400), so the GL can never diverge from the AR
  sub-ledger.
- planInvoicePayment absorb-band boundary tightened to >= 1 kr: an
  exactly-1-kr overshoot used to slip past both the guard and the absorb
  branch and silently over-record paid_amount (pre-existing on the
  bank-match path).

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

* fix(security): resolve all 7 PR compliance findings

- ASVS V3.3: per-request CSP nonce on the enable-banking finalize page
  (mirrors the mcp-oauth consent page); inline scripts are nonce-bound
- ASVS V16: decouple callback finalize work from the response stream
  (eager promise + next/server after()) so a client disconnect cannot
  drop session persistence or the consent_granted audit emit
- ISO 27001 A.8.15: failed audit-event emits log through the structured
  logger with a stable message for log-based alerting
- ASVS V2.3: recurring-invoice cron and run-now routes resolve
  isSandboxCompany themselves and pass an explicit suppressAutoSend flag
  (defence in depth around the email chokepoint, freeze-and-retain kept)
- ISO 27001 A.8.11: stagePendingOperation rejects plaintext
  personnummer-bearing keys in params/preview_data (key-based guard;
  EF org numbers make value-matching unsafe)
- ASVS V4.5: employee PATCH body is truly sparse; cleared number fields
  are omitted instead of resetting DB values to hardcoded fallbacks
- ASVS V8.2.1: route-level tests pin the v1 cross-company deny (404 by
  convention, not 403) on the payslip PDF endpoint

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

* feat: implement vacation-year basis change validation and error handling

- Added tests to block vacation-year basis changes when open balances exist.
- Implemented error handling for open-balances guard query failures in the settings route.
- Enhanced absence route to reject reversed date ranges with a validation error.
- Updated absence handling to use atomic upserts instead of delete+insert for better performance and reliability.
- Refactored salary calculation logic to correctly handle age-based avgifter rates according to Skatteverket's rules.
- Improved error messaging for vacation year closure adjustments.
- Adjusted employee opening balances handling to preserve audit information during upserts.

* feat(settings): add validation to block vacation-year basis change with open balances

feat(absence): reject reversed date ranges in absence queries

fix(absence): update absence handling to use atomic upserts instead of delete+insert

fix(employee): improve validation for jamkning dates in employee updates

fix(opening-balances): ensure created_by field is preserved during upserts

test(absence): enhance tests for absence range and date validations

test(calculation): add tests for age-based avgifter rates and edge cases

test(semesterberedning): validate vacation year closure adjustments and error handling

test(employee-opening-balances): update tests to reflect changes in salary_run_employees schema

* fix(migrations): implement NOT VALID constraints for pending_operations and add validation migration

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-13 22:54:33 +02:00
Mattsson 2c2743eb79 Check/salary bankid api (#892)
* fix(bankid): harden login/signup flow — polling, signup rollback, metadata merge, enrichment lookup

- middleware: read BankID enrichment from the bankid_enrichment table (the
  extension_data path has been dead since the multi-tenant refactor), so
  company-less BankID users land on /select-company instead of the manual wizard
- BankIdAuth: hard 6-min poll deadline; every failed poll counts toward the
  give-up limit; guard overlapping ticks so completion runs exactly once
  (a double /complete regenerated the magic link and invalidated the first,
  failing logins intermittently); retry clicks wait out the start cooldown
  instead of silently no-oping; Swedish messages for 429/unknown start errors
- bankid/complete: all-or-nothing signup — delete the created user when the
  identity insert, app_metadata update, or magic-link generation fails, so a
  retry starts clean instead of hitting account_exists with an unusable account
- bankid/unlink: read-merge-write app_metadata so has_password survives unlink
  (BankID-only users could otherwise strand themselves with no login method)
- login: BankID "create account" CTA now links to /register instead of
  dismissing the notice; sv.json: fix missing å/ä/ö in settings_bankid strings

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

* docs: move secondary guides into docs/, delete dead root files

Move DOCKER.md, SELF-HOSTING.md, WHITELABEL.md and extensions.md
(renamed EXTENSIONS.md) into a new docs/ folder and update all path
references (README, setup.sh, .dockerignore image rules, docker-publish
workflow comment, _example-branding, lib/branding/service.ts).

Delete two dead root files: customer.json (stray API-test payload) and
findings.md (point-in-time swarm audit export, criticals already filed).

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

* fix(api): security & correctness hardening + withRouteContext MFA migration across API routes

Audit of ~100 app/api routes. Highlights:

Security
- agent/conversations: list leaked colleagues' titles + message previews
  (company-scoped RLS, no user filter) -> user-scoped
- calendar/feed PUT: raw body into .update() allowed feed_token fixation on a
  public unauthenticated URL -> strict schema, content toggles only
- bokslutsdispositioner: unbounded schablonintaktRate could inflate the
  IL 30 kap 25% periodiseringsfond cap base -> bounded
- agent profile/composer/onboarding: viewers could rewrite the agent profile
  while sibling /verify blocked them -> role-gated

Correctness
- account-totals / listAssets: unbounded queries silently truncated at 1000
  rows (under-counted money; skipped assets at year-end depreciation) ->
  fetchAllRows with stable order (+3 more pagination fixes)
- voucher-gaps: swallowed detect_voucher_gaps RPC errors (BFNAR gap view could
  show "no gaps" when the check never ran) -> surfaced
- 5 phantom-success writes (OK on zero matched rows) fixed
- assets K3 component-sum validated against stale acquisition_cost -> fixed
- invite silent email-send failure -> response carries email_sent;
  deadlines/calendar cast-then-check JSON crashes -> Zod

Convention
- ~44 legacy routes converted to withRouteContext (MFA); added Zod validation,
  corrected status codes, console.* -> lib/logger

Response shapes preserved for existing callers. ~110 new tests.

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

* feat(bookkeeping): save a booking as a reusable template from Bokför direkt

Add a "Spara som mall" action to the manual booking dialog so users can
capture a kontering they just worked out as a booking template — right
where they figured out how something should be booked.

- derive amount-parameterised template lines from the concrete booking
  (settlement = the non-VAT leg nearest the total, 26xx = a VAT line with
  its rate snapped to the nearest standard rate, the rest = business
  ratios; line labels come from the loaded BAS chart)
- extract the shared TemplateForm out of BookingTemplatesPanel so the
  booking dialog reuses the same editor, live preview and convertibility
  hints instead of duplicating them
- save via the existing POST /api/settings/booking-templates endpoint

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

* fix(bokslut): render arsredovisning RR/BR at ÅRL post level — no kontonummer

Bolagsverket rejected a user's filed årsredovisning with "Balansräkning
och resultaträkning ska inte innehålla kontonummer": the PDF built every
statement row as per-account "1930 Företagskonto" lines while the iXBRL
filing path already aggregated to statutory posts, so the two artifacts
diverged.

The PDF statements now derive from the same K2 risbs mapping the iXBRL
document uses (mapTrialBalancesToK2), via a new statement-rows.ts that
emits post-level rows in uppställningsform order for both the K2 and K3
templates. Also fixed along the way:

- Jämförelseår column (ÅRL 3:5 §) — previous-year trial balances now load
  and render; the old PDF had no comparatives at all.
- mapping.warnings (unmapped accounts, RR ≠ 2099, obalans, reclass
  nudges) flow into ArsredovisningData.warnings so the wizard flags a
  non-fileable document before download.
- Flerårsöversikt current/previous year overridden with the mapper's
  strict-3000–3799 Nettoomsattning, mirroring build-input's
  duplicate-fact rule, so the FB table ties to the RR.
- FB eget kapital-table is post-level and drops obeskattade reserver
  (never eget kapital); K3 equity-changes statement uses real prior-year
  opening balances with derived utdelning/nyemission residuals that tie
  the roll-forward exactly to booked UB.
- build-input dedupes warnings now that the PDF path runs the same
  mapping.

Regression test asserts no RR/BR label ever contains a four-digit
account number again.

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

* fix(reports): diagnose untransferred prior-year results behind balance-sheet differens

Prod incident (97 kr): a multi-year SIE migration lacked one year's
omforing av arets resultat; the residual corrupted every later derived
opening balance and Balansrakningen showed a bare "Differens: 97 kr"
with no explanation. Continuity checking cannot catch this failure mode
(prior-year UB and derived IB match per-account by construction) - the
invariant that actually breaks is per-year P&L = 0 for all non-latest
years.

- lib/reports/imbalance-diagnosis.ts: shared detector
  (findUntransferredResults + buildImbalanceDiagnosis)
- Balansrakning/Balansrapport attach imbalance_diagnosis when unbalanced,
  naming the exact culprit years; rendered in web views + PDF; MCP
  gnubok_get_balance_sheet inherits the field via spread
- SIE import: parse-time warning when a completed year's vouchers leave
  a P&L residual, plus a post-import DB walk surfacing culprits as
  warnings and structured details.untransferredResults; the Arcim
  migration workspace previously dropped result.warnings entirely and
  now renders them
- opening-balance/correct: pre-flight the company lock date and return
  409 OB_COMPANY_LOCK_DATE (retryable: false, lock date interpolated in
  the client message) instead of the retryable 500 that invited blind
  retries; catch-path maps a raced trigger rejection to the same code

Diagnosis runs only on unbalanced paths (zero cost when healthy) and
never fails the report or the import. No migration, nothing persisted.

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

* fix: production error remediation — FX rates, deadlines, log levels, correction relink

Batch of fixes for recurring Vercel runtime errors:

- Riksbanken FX rates: persistent read-through cache (exchange_rates
  table), one retry honoring Retry-After on 429/5xx, bounded ingest
  concurrency, and an honest fallback — most recent cached observation
  or null, never a hardcoded rate silently booked into amount_sek.
  Unrated transactions stay repairable via refresh-exchange-rate.
- Tax deadline regeneration inserts replacement rows before deleting
  the superseded set, so a failed insert no longer wipes a company's
  deadlines (the 23502 user_id regression did exactly that). Migration
  makes deadlines.user_id nullable for system-generated rows.
- Route wrappers + errorResponse log 4xx outcomes at warn so only
  genuine 5xx reach Vercel's runtime-error clustering; client-supplied
  /api/log telemetry demoted to warn as well.
- application/json documents (raw PSD2 responses archived per BFL)
  validate as parseable JSON with object/array root instead of always
  failing the magic-byte check.
- correctEntry surfaces document-relink failures to callers, and the
  BFL document-immutability trigger now allows relinking underlag from
  a reversed entry to its correction (migration + pg test).
- Middleware clears stale session cookies on /api requests too, using
  scope 'local' so cleanup doesn't re-trigger the failed token refresh.

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

* fix(skatteverket): persist token health and stop retrying dead consents

Terminal auth errors (SESSION_EXPIRED, REFRESH_EXHAUSTED, MISSING_SCOPE,
TOKEN_CORRUPTED) mark the token row needs_reconsent with the error code
and timestamp — SKV per-flow refresh tokens live 65 minutes, so once
expired nothing recovers without a fresh BankID consent. The AGI
kvittens and skattekonto sync crons skip flagged connections instead of
failing every night, and the settings panel prompts for re-consent
proactively. A successful reconnect resets the row to active.

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

* fix(banking): allocate distinct BAS ledger slots for PSD2 mirror accounts

A bank returning N same-currency accounts used to map them all onto the
currency default (1930/1932/1933/1934), tripping the UNIQUE
(company_id, ledger_account) constraint per-account — swallowed errors
left accounts silently unmirrored. allocatePsd2LedgerAccount now hands
out the currency default first, then free 1931–1959 sub-account slots,
skipping slots held by any existing row.

- Callback persists allocations to accounts_data so the picker pre-fills
  reality; reconnect reuses previously mirrored ledgers instead of
  re-deriving (a user remap to 1935 survives).
- Selection save resolves effective ledgers up front and rejects
  duplicates or cross-connection conflicts with a 400 instead of
  silently skipping the mirror.
- Bank error codes + psu_type are forwarded to the settings page for
  every OAuth error, keying the Handelsbanken corporate fullmakt
  guidance.

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

* fix(agent): stage exact journal lines on categorization previews

Categorization previews only carried debit/credit accounts, the GROSS
amount, and separate VAT rows — read together that looks like an
unbalanced 'gross on cost account + VAT debit' entry, and it misled
both users and agents into rejecting correct proposals. The MCP
preview and the pending-operation PATCH now materialize the exact
lines the commit executor will post (net cost line, VAT line, gross
bank line, SEK) via buildTransactionEntryLines, and PATCH re-derives
them from the new mapping instead of spreading stale staged lines.
ApprovalCard and /pending render the verifikat lines, falling back to
the legacy summary only for operations staged before this fix.

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

* feat(bookkeeping): prune unused imported accounts from the chart

SIE imports routinely bring in hundreds of accounts that were never
used and clutter the kontoplan. New account_usage_counts RPC (one
grouped query instead of a count per account) backs GET
/api/bookkeeping/accounts/usage, and POST /api/bookkeeping/accounts/prune
deletes zero-usage accounts — dry-run first, then an explicit account
list capped at 2000. Accounts with journal lines are skipped, never
deleted. The chart manager shows a usage column and a prune dialog
grouping custom accounts vs unused BAS-seeded ones.

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

* feat(api): carry dimensions through v1 invoice and supplier-invoice surfaces

Credit-note creation now copies default_dimensions and per-line
dimensions from the original, so the reversing journal entry nets
against the same dimension cells instead of dropping them. List/detail
responses expose the dimension fields, and the OpenAPI spec snapshot
follows.

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

* perf: batch serial Supabase round-trips on hot dashboard paths

Every dashboard render pays the layout's query chain, so serialized
awaits are direct wall-clock: the layout, chat conversation, invoice
detail, supplier detail, select-company, and agent-onboarding pages now
run their independent lookups in parallel batches, and
getCompanyCapabilities folds its disabled-config read into the same
round-trip. JournalEntryList hydrates the saved fiscal-year scope
optimistically instead of serializing the first entries fetch behind
the fiscal-periods request. The supplier detail page filters invoices
server-side via a new supplier_id query param instead of fetching the
whole company ledger, and the invoice editor (with its framer-motion
dependency) lazy-loads so it stops shipping with the invoice list
bundle.

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

* feat(salary): one-click runs, payslip delivery, payments settings, run cockpit

Salary P1 batch, driving the 20-click flow toward 3 clicks:

- One-click 'Starta lönekörning': POST /api/salary/runs accepts an
  empty body and resolves defaults server-side — period follows the
  latest non-corrected run, payment date from the new
  salary_pay_day setting, series from the per-source-type map. The
  separate /salary/runs/new page is gone.
- Run detail page rebuilt as a step-railed cockpit (progress rail,
  KPI cards, employee ledger, journal preview) on a deliberately
  wider canvas; components extracted to components/salary/run/.
- Payslip delivery: tokenized public payslip pages (/payslip/[token],
  backed by salary_payslip_links) plus per-employee email send with
  PDF — employees need no account, and the middleware exempts the
  route from auth redirects.
- Payments settings: salary pay day, default bank, and pain.001 vs
  Bankgirot Lön format with per-bank upload instructions and an LB
  sunset warning (banks retire LB during 2026).
- AGI panel: full submission status flows (stale drafts, signing
  links, kvittens polling, error reports); tax payment panel with
  skattekonto shortcut and mark-as-paid.
- Salary calendar bulk editing, employee benefits/tax-card polish,
  municipality tax-table lookup improvements.

messages/sv+en also carry the strings for the account-prune,
skatteverket-reconsent, and banking surfaces committed just before
this.

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

* chore: adopt Next 16 proxy.ts convention + repo housekeeping

- Rename middleware.ts to proxy.ts with the proxy() export (Next 16
  renamed the middleware convention; behavior unchanged).
- Exclude dev_docs/ from tsconfig so stray snippets in planning docs
  don't break the build type-check.
- Ratchet antipatterns-baseline down (raw-route-auth 165 → 119) to
  lock in the withRouteContext migration from 5cfd2b76.
- template-library uses roundOre() instead of inline rounding.
- database.md: drop account_balances from the key-tables list.

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

* fix(bookkeeping): robust service-role detection in correction document relink

relink_documents_to_correction() keyed its service-role branch on auth.role(),
which reads the singular request.jwt.claim.role GUC that PostgREST v10+ and the
pg-real harness no longer populate. Genuine service-role callers (pending-ops
executor / MCP approve) landed in the auth gate and could not relink underlag.
Read the role from the request.jwt.claims JSON directly, mirroring the canonical
link_voucher_rpcs_tenant_guard convention. Validated on staging.

Also: harden the salary run page's error paths (res.json().catch) against
non-JSON error bodies, and roll back the pg-real service-role case in finally so
an aborted transaction cannot poison a pooled connection for the next test.

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

* fix(documents): restore journal_entry_line_id link durability (BFL 7 kap)

Migration 20260704103000 rewrote enforce_document_journal_entry_immutability to
guard journal_entry_id but left journal_entry_line_id to the metadata trigger,
which exempts draft-linked docs -- and the entry-level trigger only fired on
UPDATE OF journal_entry_id, so a line-id-only UPDATE never invoked it at all.
That let a set journal_entry_line_id be cleared to NULL, breaking the "link
durable from first set" invariant (document-immutability.pg regression).

Widen the trigger to fire on journal_entry_line_id too and guard it with the
same uuid-durability rule as journal_entry_id (setting NULL -> uuid stays
allowed; clearing/re-pointing a set value is blocked, status-independent). The
correction-relink GUC path, which legitimately clears line_id when moving
underlag to the posted correction, stays exempt. Validated on staging.

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

---------

Signed-off-by: Emil <emilmattsson14@gmail.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-05 03:05:09 +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 9278221616 fix(api): guard params await so static v1 routes don't 500 (#795)
Next.js 16 invokes a static route handler (no [segment]) with
{ params: undefined }. /api/v1/companies is the only authenticated static
route on the v1 surface, so awaiting params.params null-derefs and the catch
turns it into a 500 for every valid API key. Guard the await:
((await params?.params) ?? {}). Dynamic routes are unaffected. Fixes #781.

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-26 15:29:54 +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 cd96e5ec26 feat(api): v1 invoice :mark-paid + :credit action verbs (Phase 2 PR-B-2b combined) (#455)
* feat(api): v1 invoice :mark-paid + :credit action verbs (Phase 2 PR-B-2b combined)

Bigger PR per the user's request. Lands the remaining two journal-entry-
centric action verbs together — they share the same lifecycle pattern
established in :mark-sent (idempotent, dry-runnable, scope-gated,
warnings on partial-state failures).

POST /api/v1/companies/:companyId/invoices/:id/mark-paid
- Books a payment against a sent / overdue invoice. Updates status to
  paid (or partially_paid when remaining_amount > 0). Three booking paths:
  - Faktureringsmetoden (accrual default): Debit 1930 / Credit 1510 via
    createInvoicePaymentJournalEntry — settles AR.
  - Kontantmetoden (cash): Debit 1930 / Credit revenue + Credit VAT via
    createInvoiceCashEntry — revenue recognition happens HERE under cash.
  - Custom lines (partial payment): caller-supplied balanced journal lines
    via createJournalEntry directly. Validated for balance (sum debits ==
    sum credits, both > 0) → 400 INVOICE_PAID_LINES_UNBALANCED otherwise.
- Optional body: { payment_date?, exchange_rate_difference?, lines? }
- Race-condition guard: status update matches .in(['sent','overdue',
  'partially_paid']) so a concurrent payment returns 409 INVOICE_PAID_RACE.
- Emits invoice.paid (new event type, added to lib/events/types.ts with
  paymentAmount + paymentDate in the payload).

POST /api/v1/companies/:companyId/invoices/:id/credit
- Issues a kreditfaktura against a sent / paid / overdue invoice
  (ML 17 kap 22–23§). Creates a NEW invoice row with:
  - invoice_number = "KR-<original>"
  - credited_invoice_id = original id
  - status = 'sent'
  - All amounts negated (subtotal, vat_amount, total, items quantities/totals)
- Items mirror the original with negated values; inserted in a separate
  step with company-scoped rollback DELETE on failure.
- Flips original invoice to status='credited'. Warns ORIGINAL_NOT_FLIPPED
  if the flip fails (the credit note still exists; operator reconciles).
- Posts reverse journal entry via createCreditNoteJournalEntry (accrual
  only; cash basis defers to refund time).
- Emits credit_note.created (existing event in the bus).

Both endpoints:
- Use the established wrapper + Idempotency-Key + dry-run + warnings
  pattern from :mark-sent.
- Validate document_type (no delivery_notes), credited_invoice_id (no
  recursive credits), and status before any mutation.
- Use explicit column projections (no SELECT *).
- Sanitize pg_message from client responses (kept in logs).
- Emit error-level logs on partial-state failures + surface warnings to
  the caller via meta.warnings.

Event types union (lib/events/types.ts) gains invoice.paid; credit
uses the existing credit_note.created event.

URL convention: plain /verb subpaths (e.g. /invoices/:id/mark-paid),
consistent with :mark-sent. Stripe/QuickBooks pattern, not the
AIP-style :verb that Next.js routing fights.

17 new tests covering happy paths (accrual + cash for mark-paid),
custom-lines balance validation, dry-run preview, document-shape
guards, scope, idempotency, race conditions, and credit-of-credit /
delivery-note rejection.

3194/3194 vitest pass; build clean; lint clean on v1 paths.

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

* fix(api): address PR #455 review + include password-recovery fixes

PR #455 review fixes:

- Greptile P1 (CLAUDE.md architecture rule): API routes that emit events
  via eventBus must call ensureInitialized() at module level to wire
  extension event handlers. Neither :mark-paid (invoice.paid) nor :credit
  (credit_note.created) had it — nor did the already-merged :mark-sent,
  POST /invoices, POST /customers, etc. Fixed once at the wrapper layer:
  ensureInitialized() now runs at module import of lib/api/v1/with-api-v1.ts,
  so EVERY v1 route gets the init at import time. Single source of truth
  prevents future routes from forgetting (idempotent guard makes the
  repeated call safe). Cleaner than per-route copy of the call.

- Swarm PI1.3 (low): 0.005 epsilon in mark-paid was undocumented. Added
  a comment explaining: after rounding to 2 decimals, newRemaining is in
  steps of 0.01; values ≤ half-an-öre only arise from float artefacts.

Pushing back (recurring triage, consistent with prior PRs):
- V8.2.1 + CC6.3 × 4 "ctx.companyId vs params.companyId mismatch" —
  impossible by construction. The wrapper sets ctx.companyId FROM the URL
  params after the membership check. They are guaranteed equal.
- V2.3 + A.8.15 + A.8.28 atomicity / floating-point / partial-failure
  alerts — same architectural / cross-surface deferred work as prior PRs;
  matches internal /api/invoices pattern precisely.
- V4.5 account_number allowlist — engine validates it.
- V2.4 idempotency TOCTOU — wrapper handles via DB unique constraint.
- Art.5(1)(f) PII in logs, A.8.11 dry-run preview scope, A.8.15 partial-
  failure naming, test scope coverage — all recurring triage.

Password-recovery flow fixes (included per request — pre-existing
working-tree changes the user authored):

- app/(auth)/auth/callback/route.ts: when the callback exchanges a
  recovery token (type='recovery' or next='/reset-password'), redirect
  directly to /reset-password instead of running onboarding/MFA/
  dashboard checks. Previously users clicking the password-reset email
  got bounced through onboarding.
- lib/supabase/middleware.ts: /reset-password no longer bounces
  authenticated users to / (the recovery flow lands here with a fresh
  session by design — the user is *supposed* to call updateUser({
  password }) on this page).
- app/(auth)/login/page.tsx: shows an error banner when ?error=auth_error
  is set (expired/used recovery link), with a button to request a new
  one. Wrapped the page in <Suspense> because useSearchParams() now
  forces dynamic rendering (Next.js 16 static-prerender bail-out
  otherwise).
- app/(auth)/auth/callback/__tests__/route.test.ts: new test file
  covering the recovery callback path.

3197/3197 vitest pass (3194 prior + 3 from the new auth-callback tests).
Build clean.

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

* fix(api): mark-paid uses remaining_amount as default payment, not total

Real correctness fix from Swedish-compliance review on PR #455. When no
customLines is supplied, mark-paid previously defaulted paymentAmount to
typed.total. Combined with the race-condition guard that allows the
status UPDATE to flip a partially_paid invoice to paid, this could
over-credit AR in a race scenario:

1. Invoice in 'sent' status, total=12500, remaining=12500.
2. Concurrent partial payment lands first → status='partially_paid',
   remaining=7500.
3. The full-payment request's pre-flight saw 'sent' and passed; its
   UPDATE matches partially_paid (race guard allows it). With the old
   logic the journal entry was for total=12500 against an AR balance
   of only 7500 — a 5000 over-credit.

Using remaining_amount as the default eliminates this. Same end state
in the common case (no prior partial); correct booking in the race.

3197/3197 vitest pass.

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 23:52:18 +02:00
Jakob Wennberg d29b87fb80 feat(api): v1 customer writes (Phase 2 PR-B-1) (#452)
* feat(api): v1 customer writes (Phase 2 PR-B-1)

First slice of Phase 2 PR-B from the agent-native v1 plan. Customer writes
are the simplest write surface — no journal entries, no PDF, no email —
which makes them the right place to validate the dry-run + idempotency
pipeline before applying it to invoice flows in PR-B-2.

New endpoints:
- POST   /api/v1/companies/:companyId/customers       (idempotent, dry-runnable)
- PATCH  /api/v1/companies/:companyId/customers/:id   (idempotent, dry-runnable)
- DELETE /api/v1/companies/:companyId/customers/:id   (soft-delete via
        archived_at; idempotent re-archiving; dry-runnable; 204)

All three require customers:write scope (added to V1_ENDPOINT_SCOPES). All
three require Idempotency-Key (mandatory — wrapper option
requireIdempotencyKey: true). All three accept ?dry_run=true or
X-Dry-Run: true and return a 200 OK preview with X-Dry-Run header set.

New shared infrastructure:
- lib/api/v1/dry-run.ts — dryRunPreview() (validation-only, no staging) and
  dryRunStaged() (financial writes; populated in later phases). Defines the
  preview response shape that POST/PATCH/DELETE share. Future financial
  writes (invoices, journal entries) will reuse the staged variant.

Pre-existing PR-A bugs fixed:
- CustomerType enum in customers/route.ts had wrong values ('business',
  'eu_individual', 'non_eu'). Canonical enum is ['individual',
  'swedish_business', 'eu_business', 'non_eu_business']. Fixed.
- INDIVIDUAL_TYPES masking referenced non-existent 'eu_individual'.
  Only 'individual' refers to a natural person (Swedish sole trader where
  org_number = personnummer).

Wrapper bug fix:
- The idempotency body-hashing flow was consuming the original request's
  body before passing it to the handler. In Node's vitest environment the
  cloned request's body became empty, so the handler's request.json()
  returned {}. Fix: read body from a clone for hashing, leave the
  original intact for the handler.

VIES re-validation on PATCH preserves existing best-effort behaviour.
Customer.created event emission on POST so future webhook delivery
(Phase 2 PR-C) can subscribe.

23 new tests covering happy path, dry-run preview, idempotency-key
enforcement, scope checks, UUID validation, duplicate-org conflict,
soft-delete semantics. 3150/3150 vitest pass; build clean; lint clean
on v1 paths.

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

* fix(api): address PR #452 review (Greptile + swarm + Swedish compliance)

Real bugs (all reviewers agreed):
- POST registerEndpoint example used the old customer_type 'business'
  enum value that this PR was already fixing. Now uses 'swedish_business'
  consistently between code, schema, and docs.
- DELETE docstring claimed "Refuses to delete if open invoices remain"
  but the handler unconditionally archived. Swedish compliance flagged
  this as a real ML 17 kap 24§ concern (archived customer + open
  invoice can block kreditfaktura issuance). Added the pre-flight check:
  DELETE now returns 409 CUSTOMER_HAS_INVOICES with the open count when
  any open invoice (sent / partially_paid / overdue) references the
  customer. Docstring updated to match.
- PATCH advertised archived_at: null for un-archive but did not actually
  apply it (field missing from updateData iteration). New
  V1PatchCustomerSchema extends UpdateCustomerSchema with archived_at
  restricted to literal null — agents can un-archive but cannot fake
  archive timestamps. The PATCH allowlist now includes archived_at.

Defensive cleanups:
- POST: VIES validation now resolves BEFORE the insert so
  vat_number_validated is set atomically in the primary write. Eliminates
  the stale-response window where the response could show
  vat_number_validated=false even though the secondary update succeeded.
- PATCH: same pattern — VIES re-validation folded into the primary
  update payload. Single round-trip; response always reflects committed
  DB state.
- CUSTOMER_RESPONSE_COLUMNS dropped vat_number_validated_at (internal
  timestamp; not declared in the CustomerCreated or CustomerDetail Zod
  schemas; no documented consumer).

Pushing back on:
- V8.2.1 cross-tenant membership check — false positive. The wrapper
  performs the company_members check before invoking the handler
  (lib/api/v1/with-api-v1.ts ~232). The swarm read handlers in isolation.
- A.8.11 PATCH response masking for individual customer_types —
  deliberate detail-endpoint carve-out per PR-A. List masks, detail
  doesn't; that's the design.
- CC6.3 separate customers:delete scope — every accounting API
  (Stripe, QuickBooks, Fortnox) conflates write + archive. Splitting
  violates principle of least surprise.
- V4.5 schema allowlist enforcement — Zod already strips unknown keys;
  defense-in-depth at the DB-write layer is redundant.
- A.5.34 eu_individual masking documentation — the value never existed
  in canonical CustomerTypeSchema; PR-A's enum was a hallucination this
  PR corrects. Nothing to document beyond the code comment that's now
  in place.
- Swedish: country default 'Sweden' wrong for non-Swedish customer types —
  breaking schema change; defer.
- Swedish: VAT-format regex pre-check before VIES — internal
  /api/customers route doesn't either; consistency over micro-validation.
- Swedish: flag existing reverse-charge invoices when VIES turns
  vat_number_validated=false — substantial cross-resource workflow;
  defer to PR-B-2 or a dedicated compliance-tooling PR.
- CC7.2 customer.updated / customer.archived event emission — adding new
  event types touches lib/events/types.ts AND the event-log-handler
  allowlist; defer to PR-C where webhooks will be the consumer.

3 new tests cover: archive-blocked-by-open-invoices, PATCH archived_at
un-archive, PATCH archived_at rejects non-null. 3153/3153 vitest pass;
build clean.

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

* fix(api): second-pass review on PR #452 — defense-in-depth tweaks

Two small adjustments after the second compliance-swarm sweep (13 →
expected 11 findings, 0 blocking after this commit):

- GDPR Art.5(1)(c) defense-in-depth: re-add 'eu_individual' to the
  INDIVIDUAL_TYPES masking set in the customer LIST handler. The value
  is not in the canonical CustomerTypeSchema (so new customers can never
  have it), but the `customer_type` DB column carries no CHECK constraint,
  so legacy rows from earlier schema iterations could in principle hold
  it. Masking is free when the value never appears and protective if it
  ever does. Adding 'eu_individual' as a first-class customer_type for
  EU natural persons remains a separate product decision the Swedish
  compliance review surfaced.

- ISO 27001:2022 A.8.33: test bootstrap now asserts NODE_ENV === 'test'.
  Supabase clients are fully mocked, but if a future test refactor
  accidentally bypassed the mock, this guard fails the run rather than
  letting fixtures reach production.

Stale comments from prior sweep — no action needed, fixes already in
commit 5bb63489:
- Greptile P1 "DELETE doesn't check open invoices" — handler now does
  (lines ~430-440 of [id]/route.ts); the inline comment is pinned to
  the original file lines and hasn't auto-resolved.
- Greptile P1 "PATCH archived_at silently ignored" — V1PatchCustomerSchema
  now accepts archived_at: z.null().optional() and the field is in the
  iteration list.
- Greptile P1 "example uses old enum" — updated to 'swedish_business'.

False positive called out:
- OWASP V2.4 "dry-run DELETE skips the open-invoice pre-check" — the
  pre-flight runs BEFORE the dry-run branch ([id]/route.ts ~430-445),
  so dry-run DELETE on a customer with open invoices DOES return 409.

Pushing back (consistent with first-pass triage):
- V8.2.1 × 3 cross-tenant check — wrapper does it (with-api-v1.ts ~232);
  false positive.
- V2.3 / CC6.3 archive scope split — every accounting API conflates
  write + archive.
- V4.5 customer_type cross-field invariants — schema-level cross-field
  validation; defer.
- V16 transactional outbox — architectural; defer to PR-C webhooks.
- Art.25 + A.5.12 + A.5.34 PATCH/dry-run preview masking — single-record
  detail context, deliberate carve-out per PR-A.
- Swedish 'disputed' status — not in canonical InvoiceStatus enum.
- Swedish 3-state VIES validation, personnummer-format check, mandatory
  country for non-SE types — all schema-level / cross-field; defer.

3153/3153 vitest pass; build clean.

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

* fix(api): don't echo org_number in 409 conflict response (GDPR Art.5(1)(c))

For customer_type='individual', org_number IS the Swedish personnummer.
The 409 CUSTOMER_DUPLICATE_ORG_NUMBER error detail previously included
the submitted value, transmitting it through:
  - The HTTP response body
  - Server / observability logs
  - Any HTTP intermediary recording bodies

The caller already knows what they submitted; the error code + a
{ field: 'org_number' } hint is enough. Drops the value from the detail
in both POST /customers and PATCH /customers/:id.

3153/3153 tests still pass.

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 22:31:46 +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