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Author SHA1 Message Date
MattssonandClaude Fable 5 b1f71912a2 feat(analytics): show static nav chrome in session replays (#1412) 
* feat(analytics): show static nav chrome in session replays

Replays previously masked every text node via maskTextSelector '*',
which made them unreadable: even sidebar labels and buttons were
asterisks. Add a fail-safe maskTextFn: text stays masked unless its
nearest tagged ancestor is data-ph-unmask, and data-ph-mask re-masks
user data nested inside an unmasked container. Untagged text stays
masked, so a forgotten tag can never leak user data.

Tags the four nav containers and the skip link; the notification
count bubbles inside them are re-masked. User menu, company switcher
and page titles stay masked on purpose: on detail pages the title is
user data.

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

* docs(analytics): use English domain terms in masking comment

CodeRabbit: comment used 'enskild firma' and 'personnummer'; repo
guideline is English for all comments.

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-08-05 14:19:36 +02:00
MattssonandClaude Fable 5 1c9d378df8 feat(auth): enforce session idle and absolute timeouts (#1387) 
* feat(auth): enforce session idle and absolute timeouts

Hosted browser sessions now carry an HMAC-signed, HttpOnly cookie holding
session start, last activity and sign-in method, bound to the Supabase
session. Middleware enforces a 30 min idle and 12 h absolute limit
(reason-coded redirects to /login), a heartbeat route advances idle
activity from real user input, and a client controller warns 2 minutes
before expiry. BankID users are routed back to BankID on re-auth via a
short-lived method hint. API-key and MCP bearer surfaces are exempt;
self-hosted installs default off and can opt in via env vars.

Fixes #362

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

* fix(auth): derive session-timeout signing key via HKDF

The HMAC key is now HKDF-derived with a purpose-bound info string, so
the SUPABASE_SERVICE_ROLE_KEY fallback never uses the privileged
credential directly as a signing key. Addresses the security review
finding on PR #1387.

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

* fix(auth): back signature bytes with a plain ArrayBuffer

crypto.subtle.verify requires a BufferSource; Uint8Array.from is typed
over ArrayBufferLike, which the Vercel TypeScript build rejects. Decode
base64url into a Uint8Array constructed over a fresh ArrayBuffer.

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

* fix(auth): address session-timeout review findings

- signSessionTimeoutState returns null on signing failure instead of
  throwing, so a missing secret degrades the timeout feature in line
  with verifySessionTimeoutState rather than crashing authenticated
  requests; middleware and heartbeat skip the cookie write when null
- heartbeat initializes a fresh signed state for a missing or
  session-mismatched cookie, mirroring middleware, instead of
  returning SESSION_EXPIRED during normal initialization
- sessionStateMatchesUser treats an unresolved current session id as
  a mismatch for session-bound state so another session's cookie is
  never accepted on the userId fallback alone
- drop aria-live from the countdown DialogDescription so screen
  readers are not interrupted every second

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-08-04 09:59:42 +02:00
Jakob WennbergandClaude Opus 5 52ec3ce497 feat(support): open PostHog tickets from the existing support dialog (#1239) 
Enables PostHog Support through the Direct API (posthog.conversations),
restoring the second channel Recapt used to provide, but as a real ticket
linked to the person and their session replay instead of a black hole.

The in-app WIDGET stays off on purpose. It is a third-party floating chat
bubble, which is exactly what Recapt was: it would sit next to the
Assistenten FAB (which already has a hide_assistant_fab preference
because users wanted it gone), cannot follow the locked design system,
and its copy is not ours to keep Swedish. The conversations API gives the
same tickets from components/ui/support-link.tsx, which is already
on-design, Swedish and reachable from 8 surfaces.

A ticket is explicitly NOT treated as delivery. submitFeedback returns ok
only when the Resend email actually went out, even if the ticket opened.
Recapt's precise failure mode was reporting success on its own channel
while /api/support/contact was dead, and nobody is watching PostHog at
02:00. Tests pin that: ticket-only is ok:false.

Identity verification uses posthog.setIdentity(distinctId, hash) at
runtime rather than the identity_distinct_id/identity_hash init options
PostHog's settings page documents. init runs from
instrumentation-client.ts app-wide, before the user is known and
including logged-out pages, and PostHog fixes init values for the
session. setIdentity is a real method on the SDK (verified typed in
posthog-js 1.407.3), so the hash applies from AnalyticsIdentify once the
dashboard layout knows who the user is. Without the key it is skipped and
tickets fall back to browser-scoped with email recovery, which is the
normal state off hosted.

POSTHOG_SECRET_API_KEY is server-only, no NEXT_PUBLIC_ prefix: it signs
identity hashes AND authenticates external API requests, so unlike the
phc_ project token it is a real credential. Only the derived per-user
HMAC crosses to the browser.

Compliance: support free text is declared as its own data category
(user.content.support) in .compliance/ropa.yaml and named on the privacy
page. Analytics events still carry no message body (the breadcrumb sends
only the subject); a ticket carries what the user wrote, because that is
the point. Keeping the purposes separate is what stops the privacy page
drifting the way the Recapt row did.

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
 2026-07-27 16:23:32 +02:00
Jakob WennbergandClaude Opus 5 248d98bd7e feat(analytics): remove Recapt, PostHog is now the only analytics (#1238) 
* feat(analytics): remove Recapt, PostHog is now the only analytics

Recapt shuts down in days. Everything it did is covered by the PostHog
integration in the previous commit, so the SDK, its five modules and its
CSP hosts come out.

Deleted: RecaptLoader, RecaptHideWidget, RecaptIdentify, lib/recapt.ts,
types/recapt.d.ts. Unmounted from app/layout.tsx (the <script> in <head>
and the widget-hider) and from app/(dashboard)/layout.tsx. Both logout
handlers already call resetAnalyticsIdentity() and now only that.

The CSP gets strictly narrower: connect-src loses api.recapt.app and
cdn.recapt.app, script-src loses cdn.recapt.app, and nothing is added in
their place, because PostHog runs through the same-origin /rl rewrite.
Verified against the built routes-manifest.

Behaviour change worth calling out: lib/support/submit-feedback.ts is now
single-channel. Recapt used to accept the message through its own SDK, so
a failing /api/support/contact still reported success to the user. Email
is now the only delivery path and its failure is visible. That is the
right outcome, silently "succeeding" while the message reached nobody was
worse, and the Resend path is solid. A non-blocking
posthog.capture('support_feedback_submitted') keeps the useful half of
the old dual-channel behaviour by putting the submission on the user's
timeline next to the session replay; it carries no message body, since
free text is user content and would be PII in an event property. The six
Recapt-specific test cases are replaced with the email-only contract plus
coverage of the breadcrumb, the self-hosted skip, and a throwing SDK not
breaking delivery.

Compliance, which Recapt never had: the privacy page sub-processor row is
replaced (not just deleted) with an accurate PostHog row, and .compliance/
ropa.yaml gains a product.analytics activity. The old row also claimed
Recapt loaded "endast for inloggade anvandare", which was never true,
RecaptLoader sat in the root <head> on every page including logged-out
ones. The new row describes what actually happens.

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

* fix(analytics): purge Recapt storage left on users' devices

Removing the Recapt <script> stops it writing anything new, but every
browser that already loaded the app keeps what it persisted. Observed on
production after #1237: localStorage still holds
`__recapt_record_engine`, and after this PR nothing would ever remove it,
because the helper that used to sweep on logout (lib/recapt.ts
clearRecaptIdentity) is deleted along with the SDK.

Inert data, but it is third-party storage from a processor the privacy
page now says we no longer use, and the whole point of the PostHog
config is that nothing is stored on the device. So clear it.

Matching is by substring rather than prefix on purpose: the old sweep
tested key.startsWith('recapt'), which never actually matched the real
key, since `__recapt_record_engine` starts with underscores. A test pins
that. The app's own keys (Accounted:chat-sidebar-collapsed,
gnubok.inbox.onboarding.dismissed) contain neither marker.

Runs unconditionally from instrumentation-client.ts, before the
analytics gate, so a browser gets cleaned even on a build where PostHog
is switched off. Iterates backwards because removeItem() re-indexes the
store and a forward loop would skip entries; both covered by tests, along
with private-mode throws and the server no-op.

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

---------

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
 2026-07-27 15:08:32 +02:00
Jakob WennbergandClaude Opus 5 d4f82cafc4 feat(analytics): add PostHog (EU) behind a same-origin proxy (#1237) 
Recapt shuts down in four days, taking product analytics and session
replay with it. This adds PostHog Cloud EU alongside it; the Recapt
removal follows separately so events can be confirmed landing first.

Wiring choices that are not the tutorial defaults:

- Same-origin reverse proxy (/rl -> eu.i.posthog.com) instead of adding
  PostHog hosts to the CSP. connect-src 'self' and script-src 'self'
  already cover it, tracking blockers have no third-party host to match,
  and the Recapt allowlist entries in next.config.ts get replaced by
  nothing at all when they go. Needs skipTrailingSlashRedirect, since
  PostHog sends trailing-slash API requests; verified that trailing-slash
  URLs on normal routes still resolve 200 rather than 404.

- /rl is excluded from the proxy.ts matcher. Middleware runs BEFORE
  next.config rewrites, so without this updateSession() treats an
  ingestion POST as an unknown protected path and 307s it to /login.
  Verified with a control: /zz/flags/ -> 307 /login, /rl/flags/ -> 200
  from PostHog. This fails silently otherwise, because asset loads keep
  working through the rewrite while no events arrive.

- persistence: 'memory' so nothing is written to the device and no
  cookie-consent banner is required. Everything post-login is unaffected:
  AnalyticsIdentify re-identifies on each dashboard load.

- session_recording.maskTextSelector: '*'. PostHog masks inputs but not
  text by default, and this app renders org numbers (which for an
  enskild firma ARE the owner's personnummer), customer names and
  balances as ordinary text. Replays show where a user gets stuck, never
  what their books say. buildGroupProperties() also refuses to send
  org_number at all, with a test pinning it.

- Error tracking registers through the existing lib/observability sink
  rather than bypassing it, so every error-level createLogger() line is
  captured already redacted. instrumentation.ts onRequestError covers
  what escapes uncaught.

Analytics is hosted-only: isAnalyticsEnabled() short-circuits on
NEXT_PUBLIC_SELF_HOSTED and no Docker sentinel is added, so self-hosted
runs with zero third-party runtime code. Recapt got that outcome only by
accident, via a missing sentinel; here it is explicit and tested.

vitest.config.ts aliases 'server-only' to a stub: it is a build-time
guard whose real entry point always throws, which broke 48 test files the
moment a server-only module entered the graph. request-context.ts was
already carrying the same latent trap.

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
 2026-07-27 14:30:49 +02:00
Jakob WennbergandClaude Opus 5 60cc51fe21 feat(assistant): dock the panel into the frame, give the trigger a status channel (#1220) 
* feat(assistant): dock the panel into the frame and give the trigger a status channel

Two things the panel could not do.

It covered the page it was talking about. Opening it on /invoices laid a 480px
curtain over the invoice, so verifying an answer meant closing the thing that
gave it. The page panel now gives up that width plus the frame's own gutter, and
the two float side by side. Docking applies at the compact width only: expanded
is a deliberate focus mode, where there is no page left to read anyway, so it
goes back to overlaying. Driven by a --agent-dock-w custom property because the
frame layout is a server component; globals.css seeds the default so the first
paint is not a jump, and below md nothing changes.

And a minimized session was silent. The agent could be three tool calls into a
booking, or finished ten minutes ago, and the pill said "Fortsätt med Anna"
either way, so the only way to find out was to reopen it. There is now one
status channel: the trigger spins with the current step while work runs and
shows an unread dot when a turn landed behind a hidden panel.

The channel is a reducer in a React-free module rather than a pair of booleans,
because a durable background run has to publish to the same one later. Its
'detached' state (working somewhere the user cannot see) is built and rendered
now even though nothing dispatches it in v1, so adding runs is a publisher and
not a redesign. Turn boundaries derive from the streaming flag rather than being
published per call site: a turn can end by completing, erroring, aborting or
being stopped, and missing one would leave the trigger claiming the agent is
still working forever.

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

* docs: record the Sonnet 5 ceiling, dock and status-channel decisions

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

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
 2026-07-27 10:57:22 +02:00
MattssonandClaude Fable 5 d840257c0c Add/stripe connect transactions (#1139) 
* fix(mcp-oauth): allow ChatGPT connector callbacks and resume OAuth after login

Add chatgpt.com/connector/oauth/* (per-instance) and the legacy
chatgpt.com/connector_platform_oauth_redirect to the built-in OAuth
redirect allowlist so ChatGPT MCP connectors can register and authorize.

Fix the login page dropping the ?next= destination: an OAuth-initiated
visit that required login previously ended on the dashboard and the
connection flow silently died. Login now resumes to the sanitized next
path (hard navigation, since the consent page is route-handler HTML),
carries it through the MFA step-up as returnTo, and /mfa/verify
hard-navigates for /api/ destinations.

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

* fix(transactions): dedup incoming feed rows against booked hand-entered twins

Users who bookkeep via MCP/chat first and connect their bank afterwards got
the same movement twice: the synced row's external_id lives in a different
namespace, the free-form manual title never text-bridges the bank's raw
string, and the cross-channel mirror deliberately excluded manual/mcp rows.

Extend the mirror with a booked-hand-entered track: an incoming feed row is
skipped when a BOOKED manual/mcp row shares its (date, ore) bucket count-
symmetrically. Gates beyond the feed-vs-feed mirror: stored row must be
booked (staged rows never consume an import), currencies must not contradict
(bucket key is date+ore only), the cash-account guard applies to the count
exactly as to consumption, and symmetry uses the Layer-1-unmatched incoming
count so an already-stored row cannot inflate it. Consumption stamps the
batch cash_account_id onto an account-unbound hand row, so one hand row can
never consume feed rows on other accounts in later syncs.

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

* feat(bookkeeping): inline verifikat rattelse (strike lines + text/date edit)

Second sanctioned correction track under BFL 5 kap 5/9 pp, Fortnox-style:
strike lines inside a posted verifikat with replacements in the same
voucher, and correct description/entry_date without an andringsverifikat.
Envelope: posted entries, open unlocked periods, company lock date,
same-period date moves, structural/FX/doc-linked lines excluded, and a
reconciliation guard preserving per-account net on bank/reskontra sides of
externally linked entries. Every rattelse writes an immutable who/when row
(journal_entry_rattelse_log, WORM, archived as rakenskapsinformation) and
struck originals render struck-through in the verifikat; list rows and the
detail header carry a Rattad marker. CLAUDE.md hard rule 1 and the
swedish-accounting-compliance skill are amended to state the two-track
rule. Staging carries the DDL; prod gets it on merge.

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

* feat: live saldo in booking form, prior-year window comparison, hideable assistant FAB

- Manual journal entry: saldo column now shows before -> after computed
  from the typed debit/credit amounts (direction feedback while booking)
- Resultatrapport: a narrowed date range now compares against the same
  window shifted one year back (#862), merged across fiscal periods for
  brutet rakenskapsar; P&L rows report window activity instead of
  rolled-forward YTD closing
- Assistant FAB: per-user hide toggle (user_preferences.hide_assistant_fab,
  settings > assistant), sidebar entry unaffected; collapsed sessions keep
  their reopen handle

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

* feat(stripe): sync balance transactions as a bank feed on 1686

Import the connected Stripe balance into the transactions inbox, opt-in
per connection (transaction_sync_enabled on stripe_connections):

- Balance transactions map to feed rows with the two-row gross+fee split
  and frozen external_id formats (stripe_{acct}_{txn} / _fee), dated on
  created, bound to a provisioned "Stripe-saldo" cash account on 1686 so
  booking settles against the clearing account by construction.
- Double-booking protection: settled payment-link charges import
  pre-linked to their settlement entry; payout rows import pre-linked to
  the payout entry; processPayoutPaidEvent claims the payout's fee rows
  at booking time (linkPayoutFeedRows, idempotent from both directions).
- Cursor last_balance_txn_synced_at with 24h overlap; first run
  backfills 90 days floored at the day after the company lock date.
- Nightly cron /api/extensions/stripe/transactions/cron (03:30),
  transaction-sync toggle route, "Synka nu" covers both feeds, settings
  panel toggle with last-synced/backfill note, sv+en strings.
- Migration 20260723200000 (applied to staging).

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

* fix(transactions): offer match-to-voucher on unbooked history rows

Unbooked transactions with is_business already set (e.g. left behind when
a voucher was removed without a full uncategorize) land in the history
list instead of the inbox, where the match-against-existing-voucher
action did not exist, leaving them with no path back to voucher
matching. Add the same menu item to the history list for unbooked rows.

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

* feat(transactions): enhance ownership checks and error handling in journal entry routes

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-24 01:16:20 +02:00
Jakob WennbergandClaude Fable 5 2175eccddd feat(salary): concept Löner landing + nav collapse animation (UI migration PR 9) (#1130) 
* feat(salary): concept scene 22 landing + smoother nav collapse

Loner gets the concept header (quiet Anstallda link + Starta lonekorning
primary), the hero de-cards to a flat serif line + description + pill,
and the runs list becomes the scene 22 dry-table (Period, Status,
Anstallda, Bruttolon, Netto) where booked runs read as muted text and
in-flight runs carry a chip plus the payout date. Attention cards and the
hero state machine survive unchanged.

Nav polish: the collapse now animates as one movement (300ms decelerating
curve on both the aside width and the panel margin) and the rail/full
contents slide+fade in on swap; the Register/Bokslut folds match the
RowFoldout timing.

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

* refactor(salary): strip hero and attention cards from the landing

Founder direction: the Loner landing is header + lonekorningar only
(concept scene 22). The open run's table row is the entry point; AGI,
skatt, blockers and semester surfaces live on the run detail and the
employee register. Drops the hero state machine, the four cards, and all
their data plumbing (deadlines query, tax-payment chain, SKV status,
AGI submission hook).

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

* fix(salary): drop the Lonekorningar eyebrow

Founder feedback: the uppercase eyebrow read as a stray font above the
table, and with the landing reduced to the runs table alone the label is
redundant under the Loner page title.

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

* fix(salary): populate the Anstallda column via a count embed

The runs list selected bare salary_runs rows, so the landing's Anstallda
column was always empty (the employees array only ever existed on the
detail response). The list now embeds employee_count via
salary_run_employees(count) and the page reads the PostgREST count shape.

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

* fix(salary): quiet beige chip for in-flight run states

Founder feedback vs the concept: the Granskning chip rendered as the
bordered ochre warning badge and read noisy next to the concept's quiet
Utkast chip. Draft/review/approved now all wear the beige secondary chip;
the payout-date note carries the urgency.

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-23 22:17:20 +02:00
Jakob WennbergandClaude Fable 5 d59e4708cf feat(nav): concept sidebar with folds, collapse rail, and user menu (UI migration PR 2) (#1133) 
* feat(nav): concept sidebar with folds, collapse rail, and user menu (UI migration PR 2)

The concept's navigation, exactly, with all current functionality kept:

- Groups restructured per concept: top (Hem, Assistenten), ARBETA
  (Bokforing, Underlag, Transaktioner, Granskning, Kundfakturor,
  Leverantorsfakturor, Loner), ANALYS, DATA (Register fold +
  Importera/exportera), SKATT & BOKSLUT (Moms, Skattekonto, Viktiga
  datum, Bokslut fold). Entity/capability/dimension gating unchanged.
- Register and Bokslut are animated folds (grid-rows 0fr/1fr), children
  text-indented behind a hairline; closed by default, forced open by an
  active child route; state persists per user.
- Sidebar collapses to a 64px icon rail (toggle top of rail); width is
  one inline --nav-w CSS variable on #dash-shell that aside and <main>
  both read, so the panel follows in lockstep. Server-rendered from
  ui_state so first paint is right.
- Sticky bottom user block (avatar, name, active company) opening an
  upward user menu: identity, company-switcher flyout (search + building
  glyphs + roles + check, real switch mechanism via shared
  lib/company/switch-client), Installningar, Medlemmar och roller,
  Abonnemang, Hjalp, support, terracotta logout. Trial touchpoint kept.
- CompanySwitcher removed from desktop top (lives in the user menu now);
  mobile bottom nav + sheet unchanged.
- New migration 20260723120000: user_preferences.ui_state jsonb bag
  (founder-approved) + POST /api/user/ui-state (requireAuth, strict zod,
  merge semantics) with route tests.
- i18n: fold/collapse/menu keys added sv+en; deadlines -> "Viktiga
  datum", year_end -> "Arsbokslut" per concept.

Discord-community row deferred: no invite URL exists in the repo.
Badges stay the current two (Transaktioner, Granskning); an Underlag
count is a follow-up with lib/worklist.

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

* fix(nav): brand-mark sidebar header + auto-hiding scrollbars

Concept alignment feedback: the sidebar gets a header row (brand mark
left, collapse toggle right) hanging from the same top line as the
panel, instead of a lone right-aligned toggle.

Scrollbars go overlay-style app-wide: transparent at rest, revealed only
while their container scrolls (ScrollbarReveal stamps .is-scrolling via
one capture-phase document listener), fading out after 700ms idle. The
gutter stays reserved so revealing never shifts layout.

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

* fix(nav): company flyout opens downward + Discord community row

The flyout was bottom-anchored to its row and grew upward over the menu;
founder feedback: top-align with the row and grow downward. Adds the
Discord community row to the user menu (external invite link).

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-23 21:28:07 +02:00
Jakob WennbergandClaude Fable 5 6b506a9ca8 feat(ui): frame-layout shell, pill buttons, 24px page titles (UI migration PR 1) (#1117) 
* feat(ui): frame-layout shell, pill buttons, 24px page titles (UI migration PR 1)

The visual shell from the concept, zero behavior change:

- New --frame token pair (40 18% 96% light / 0 0% 5% dark); the dashboard
  wrapper is bg-frame and <main> becomes a rounded 12px panel with its own
  inner scroll (md-gated; mobile keeps document flow + bottom nav)
- Sidebar goes borderless/transparent on the frame
- Buttons are pills app-wide (radius 99px, default 7px/16px padding, 13px
  text, icon buttons become circles), set once in components/ui/button.tsx
- PageHeader locked at exactly 24px/32px Hedvig serif
- MainContainer resets panel scroll on route change (Next's window
  scroll-to-top never fires for an inner scroll container)
- chat layout + extension workspaces switch viewport-height formulas to
  h-full so they fill the panel instead of overflowing it by 20px
- .claude/rules/design.md rewritten with the 14 locked UI-migration
  conventions from dev_docs/ui_migration_plan.md

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

* fix(ui): clamp hand-rolled page titles to the locked 24px/32px

Transaktioner (TransactionStatusBar) and 13 other pages hand-roll their
h1 instead of using PageHeader, so they kept text-3xl/4xl after the
shell change. Clamp them all to font-display text-2xl leading-8.
Onboarding heroes and headline numbers are intentionally untouched.

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

* fix(ui): keep the frame strip above the panel on banner-less accounts

<main>'s 10px top margin was the first in-flow margin inside the shell
wrapper, so it collapsed through the wrapper and pushed the whole shell
down, showing white body background above the panel instead of the warm
frame strip (only visible on real accounts: the sandbox banner blocked
the collapse). Flex containers never collapse child margins, so the
shell wrappers become md:flex md:flex-col.

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-23 21:19:12 +02:00
Mattsson e11f70b347 Bug/gh issues fiz (#1103) 
* refactor: optimize page loading and data fetching

* fix: resolve recurring production runtime errors

* feat: add MCP company and customer updates

* fix: handle year-end tax adjustments

* feat: harden annual report compliance

* fix: expand invoice logo and font support

* fix: sanitize API route error responses

* fix: sanitize user-facing error messages

* feat: persist onboarding and tax assessment notices

* fix: reduce cloud backup audit churn

* feat: refine invoice editor layout

* fix: show saved tax adjustments in INK2

* fix: complete annual report API mappings

* docs: record operational safeguards and decisions

* fix: harden annual report review findings

* fix: adjust column span for description based on VAT registration

* New css class name
 2026-07-21 23:00:15 +02:00
MattssonandClaude Fable 5 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
Jakob WennbergandClaude Fable 5 3a2c57a167 feat(billing): paywall conversion pass (deferred first charge, trial touchpoint, sell-view upgrade) (#991) 
* feat(billing): paywall conversion pass: deferred first charge, trial touchpoint, sell-view upgrade

- checkout passes subscription_data.trial_end (trial grant expiry, 49h floor)
  so a mid-trial upgrade costs 0 kr today instead of double-billing days the
  company already has free; billing/status counts 'trialing' as paying
- trial countdown pill in the sidebar (CompanyContext.trialEndsAt via
  getCompanyEntitlements); hidden for sandbox, dev bypass, and once any
  non-trial grant is active
- sell view: what-happens-when timeline, free-vs-paid comparison table,
  risk-reversal copy + chevron CTA, post-checkout confirmation state

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

* fix(billing): review triage: fail-closed trial lookup, hourly countdown refresh, BFL retention note

- checkout returns 500 (no Stripe session) when the trial-grant lookup errors,
  instead of silently charging immediately after the UI promised 0 kr idag
- sidebar trial countdown recomputes hourly so a long-lived tab stays honest
- sell-view retention copy states BFL 7-year retention explicitly
  (compliance-bot suggestion)

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

* chore: retrigger CI (pull_request event delivery stuck)

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-11 22:29:48 +02:00
MattssonandClaude Opus 4.8 3a88b53fd9 Add/api and invoice (#911) 
* feat(salary): validate employee clearing/kontonummer at entry

Bank details on the "Anställda" form had no structural validation, so a
typo in clearing/kontonummer was saved silently and only surfaced at
Bankgirot LB generation (or never, on the SEPA path).

Adds a shared validator (lib/salary/payment/bank-account.ts) wired into
the create dialog, edit page, CreateEmployeeSchema, and the PATCH route:
4-digit clearing or 5-digit Swedbank (8xxxx), 5-11 digit account,
both-or-neither. Mirrors encodeReceiverAccount so entry-time validation
matches what the payout layer can encode. Update validates only when a
bank field actually changes, so legacy free-text data stays editable.
Includes a conservative clearing to bank-name hint (null for unknown
ranges). Per-bank mod10/mod11 checksum deferred to a soft-warning
follow-up.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* feat(chart-of-accounts): styled delete warnings and bulk select-all

Replace the native window.confirm() on single-account delete with the styled DestructiveConfirmDialog, and add to the prune dialog a master 'select all unused accounts' checkbox plus an explicit confirmation step before bulk deletion. New sv/en strings for the confirm titles and actions.

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

* fix(salary): encrypt personnummer on v1 employee create; tolerate legacy plaintext on read

The v1 REST create route stored personnummer unencrypted, which then threw ERR_CRYPTO_INVALID_AUTH_TAG on every decrypt-on-read path and 500'd the employees roster. Encrypt on write in v1 create, decrypt on read in the v1 list/detail/patch responses, and make decryptPersonnummer pass a raw 12-digit value through with a warn so a legacy plaintext row can't take the roster down. Encrypt seeded personnummer. Add a gated, idempotent backfill for existing rows.

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

* feat(bookkeeping): save a manual entry as a reusable template

Add a "Spara som mall" action to the manual journal-entry form next to the existing "Anvand mall" picker, so users can capture a booking pattern the moment they work it out. Opens the shared TemplateForm (create mode) pre-seeded from the current lines via deriveTemplateLinesFromBooking, and saves through the existing POST /api/settings/booking-templates. Rendered in both the mobile and desktop layouts and in create + edit modes.

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

* fix(pending): label all staged operation types

The Granskning list rendered the raw snake_case operation_type (e.g.
create_supplier_invoice_from_inbox) for any type missing from the label
map, which hogs the meta row and wraps awkwardly on mobile. Add short
sv/en labels for all operation types in OPERATION_RISK_TIERS, plus a
humanized fallback for future ones, and simplify the label map to a plain
operation_type -> i18n-key record (the icon/variant fields were dead).

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

* feat(reports): let users file moms without a Skatteverket connection

The momsdeklaration was never gated on the Skatteverket connection (it
renders from the bookkeeping), but the not-connected "Anslut med BankID"
card read as a wall. Make manual filing a first-class path:

- Add a "Lämna in din momsdeklaration" card under the report with a PDF
  download (SKV 4700 layout, hela kronor) and a skatteverket.se link.
- Add a momsdeklaration PDF route + template; buildManualFilingRows()
  rounds each ruta to whole kronor and recomputes ruta 49 per the SKV
  4700 formula so it ties out. The PDF is a read/record copy, not a
  submission file (moms has no upload channel).
- Offer PDF alongside Excel in the report's export menu.
- Reframe the not-connected SkatteverketPanel to "Skicka direkt till
  Skatteverket (valfritt)".

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

* feat(salary): compact new-employee dialog and warn on bad account check digit

Redesign NewEmployeeDialog into a compact layout: borderless sections split
by hairline dividers (no per-section cards), a fixed header + scrolling body
+ solid footer (fixes content showing through the old sticky bar), and denser
grids. EmployeeTaxCard gains a `flat` variant so the dialog can host it
without card chrome; the edit page keeps the boxed version.

Add non-blocking Swedish account check-digit validation
(lib/bankgiro/account-number.ts): mod10 (reuses luhn) + mod11, with a
clearing->method table from the Bankgirot "Bankernas kontonummeruppbyggnad"
spec, cross-checked against jop-io/kontonummer.js and verified against a real
account (Forex 9420/4172385). Surfaced as a soft warning in both employee
forms; unrecognised clearings return 'unknown' so we never warn on a valid
but unmapped account. Never blocks saving.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* feat(invoices): configurable send time + editing for recurring invoices

Re-register the accidentally-removed recurring cron (now hourly) and add a
per-schedule send hour (Europe/Stockholm, DST-aware). The cron never sends for
a past date, and the enabling migration pauses every existing schedule on
deploy so nothing auto-sends behind a user's back; users reactivate consciously
(with a confirm) or click "Skapa faktura nu" to send this month on demand.
Automatic sending now requires a customer email. Adds a full edit flow (row
click opens the prefilled form, PATCH), fixing the row-click 404.

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

* feat(invoices): configure självfaktura via the invoice API

Add an optional is_self_billed flag (plus external_invoice_number,
self_billing_agreement_ref, received_date) to the public invoice-create
endpoint so callers can register a received self-billing invoice
(mottagen självfaktura, ML 17 kap 15§) via the API. It was previously
only reachable from the internal dashboard route, so it was missing from
the API docs.

Extract the booking into a shared service (lib/invoices/self-billed-sale.ts)
and refactor the internal /api/invoices/self-billed route to a thin wrapper
over it, so the dashboard and the API cannot drift. Books as a sale
(Debit 1510 / Credit 30xx+26xx) with the counterparty's number; no own
number is consumed. Fields are plain optionals (no schema refine) so
UpdateInvoiceSchema.omit() keeps working; required-when-self-billed is
enforced in the route. Documented in the endpoint registry. No migration
(columns already exist).

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

* fix(settings): allow a partial voucher-series-per-source-type map

In Zod 4 an enum-keyed z.record is exhaustive (every source_type
required), so saving a default_voucher_series_per_source_type map that
omits a source type (e.g. the newly added result_appropriation) failed
with "expected string, received undefined". Use partialRecord so the map
can be sparse; the engine falls back to series 'A' for any unmapped key.

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

* refactor(salary): resolve employer name via getCompanyDisplayName

Payslip PDFs, the payslip email, AGI, KU10, and the BG/LB + SEPA payment
files now resolve the employer name through getCompanyDisplayName
(company_settings.company_name, falling back to companies.name), matching
how invoices already display it. Read-side coalesce, so no migration or
backfill: companies.name is write-once at onboarding and not authoritative
for these surfaces. The sidebar company switcher uses the same coalesce for
the non-active companies in the list.

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

* perf(kontoplan): index-only account usage counts + lighter reference load

Add a covering index on journal_entry_lines (journal_entry_id,
account_number) so get_account_usage_counts becomes an index-only scan
(prod worst case ~440ms). Slim /api/bookkeeping/accounts/reference to
return only the company's activation rows and merge against the
client-bundled BAS_REFERENCE instead of re-sending the full ~1,300-account
catalog every load, and defer the BAS catalog + usage counts off the
first-paint critical path in ChartOfAccountsManager.

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

* i18n(salary): add bank-account checksum warning string

sv/en strings for the employee bank-account (clearing/kontonummer) soft
checksum warning shown by the create/edit forms.

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

* docs: update decision log

Append the 2026-07-06/07 decision entries (salary employer-name coalesce,
sidebar switcher, employees API personnummer fix, kontoplan load
optimization, momsdeklaration manual filing, recurring invoices resend +
reactivation + editing, "spara som mall", voucher-series partial map, and
självfaktura via the invoice API).

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

* fix: address compliance-review findings on recurring invoices + moms filing

- recurring cron: close the double-send window with an atomic compare-and-set
  claim on last_run_at (release-on-failure) so two overlapping hourly runs
  can't both spawn from the same stale batch row
- recurring edit dialog: force auto_send=false whenever the effective customer
  has no email, so a disabled-but-checked box can't PATCH auto_send=true after
  the async customer load
- momsdeklaration manual-filing: truncate rutor to whole kronor (öretal faller
  bort per SFL 22 kap 1 §) instead of round-to-nearest, matching the SRU path

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

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
 2026-07-07 01:14:59 +02:00
MattssonandClaude Opus 4.8 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 WennbergandClaude Sonnet 5 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 WennbergandClaude Fable 5 8bb49c07a2 feat(dimensions): PR2 registry — CRUD API, register UI, settings toggle, SIE export on the new registry (#858) 
* feat(dimensions): PR2 registry — CRUD API, register UI, settings toggle, SIE export on the new registry

Phase 2 of dev_docs/dimensions_implementation_plan.md. Companies with
dimensions_enabled=false (default) see zero change.

API:
- Dashboard CRUD: GET /api/dimensions (lazy-seeds system dims 1/6 via the
  ensure_company_dimensions RPC), PATCH /api/dimensions/[id] (is_system
  rename blocked), POST/PATCH/DELETE values (code immutable after creation;
  strict Fortnox code format ^[A-Za-z0-9ÅÄÖåäö_+\-]{1,20}$ at the API layer;
  retention-trigger deletes surface the Swedish "arkivera istället" message
  as 409 DIMENSION_VALUE_REFERENCED).
- POST /api/dimensions/import-existing — scans journal_entry_lines.dimensions
  for unregistered codes and mints inactive placeholder registry rows.
- v1 public API: GET dimensions + POST values (Idempotency-Key, dry-run),
  registered in the OpenAPI spec (102→104 endpoints).
- dimensions_enabled boolean on company_settings (new migration,
  UI-visibility only, never correctness-bearing) exposed through the
  existing settings read/update path.

SIE export (lib/reports/sie-export.ts):
- Reads the new dimensions/dimension_values registry; legacy
  cost_centers/projects tables now have zero readers (drop migration next).
- Fixes the latent Visma-rejection bug: #OBJEKT now declared for INACTIVE
  values referenced by lines.
- Generic-N: #DIM/#UNDERDIM loop sorted by sie_dim_no; #TRANS object lists
  serialize from the line JSONB map (sorted, '01'→'1' collapse); orphan
  codes/dims synthesize declarations from the SIE reserved-number seed —
  every referenced (dim, code) pair is guaranteed declared.

UI:
- /dimensions register (Register-recipe): tabs per dimension, search,
  sortable table, value dialog (code immutable on edit, projekt dates on
  dim 6), archive-not-delete affordances.
- DimensionCombobox shipped (mounts in the tagging PR).
- Settings toggle "Aktivera kostnadsställen & projekt" — toggle-on runs the
  import-existing scan and links to the register.
- Nav row in redovisning, rendered only when dimensions_enabled (same
  mechanism as pays_salaries).
- dimensions.* i18n namespace (51 keys, sv/en parity).
- Sandbox seed: demo dims + values, revenue line tagged {"1":"BUTIK","6":"P001"}.

Verified: 6328/6328 unit tests, guard + coverage gate green, tsc parity with
main (210=210), production build passes.

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

* fix(dimensions): PR2 review round — atomic archived-create, UNDERDIM ordering, import robustness, date semantics

- POST values accepts is_active so "create as archived" is atomic; the UI's
  fragile create-then-PATCH fallback is deleted (PR Agent finding 1).
- DimensionCombobox blur revert reads the committed value/values through refs
  so a selection landing inside the 150ms window always wins (finding 2).
- import-existing sanitizes candidate codes like the PR1 backfill and upserts
  with ignoreDuplicates — one bad/duplicate code can no longer abort the
  batch; created counted from returned rows (finding 3).
- SIE export emits all root #DIM before any #UNDERDIM so a parent always
  precedes a lower-numbered child (SIE4 declaration order — Swedish review);
  synthesized placeholder declarations now log one structured warning
  (BFNAR 2013:2 behandlingshistorik) + defence-in-depth comment.
- Value dates rejected (400 DIMENSION_VALUE_DATES_NOT_ALLOWED) when the
  parent dimension is flow-period (resets_annually=true); explicit null
  still clears (Swedish review).
- Sandbox seed logs seeded dimension codes; GET /api/dimensions documents
  the deliberate absence of dimensions_enabled gating (UI-visibility flag,
  not a security boundary — compliance-swarm V8.2.1 rejected by design).

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-02 12:26:42 +02:00
Jakob WennbergandClaude Opus 4.8 4f0a7b1db0 feat(entitlements): per-company capability paywall — gate, trial seeding, UI upsells, Stripe checkout (#815) 
* feat(entitlements): capability-grant gate substrate (paywall + modularity)

Two-axis capability primitive behind the SaaS paywall and the per-tenant
modularity/marketplace vision:
- migration: capability_grants (entitlement axis, polymorphic company/firm
  scope), company_capability_config (enablement axis), metered_events
  (append-only), company_has_capability() RPC reusing the 20260619130100
  tenant guard; SELECT-only RLS (writes service-role only, no self-grant).
- lib/entitlements: hasCapability/requireCapability gate (mirrors guardSandbox,
  fail-closed, NEXT_PUBLIC_SELF_HOSTED bypass), capability key namespace,
  metering helper.
- unit (11) + pg-real tests (RPC/RLS/tenant-guard incl. no-self-grant).

Gate not yet wired into call sites (follow-up commit). Paid keys:
ai, bank_sync, skatteverket, email_send.

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

* feat(entitlements): enforce capability gate at paid external-service chokepoints

Wire the gate into the paid surfaces (keys: ai, email_send, bank_sync, skatteverket):
- AI routes (agent invoke/composer/onboarding stream): requireCapability(ai)
- Invoice send (web + v1): requireCapability(email_send)
- document-extraction event handler: skip Bedrock extract if ai not entitled
- enable-banking + skatteverket crons: per-company hasCapability skip in loop
- colocated send-route test mocks updated (requireCapability -> null)

Free per founder decision: TIC org lookup, VIES VAT validation, FX auto-fetch,
cloud backup, BankID login, all internal bookkeeping.

DEPLOY ORDER: fail-closed by design — do NOT deploy before trial/comp grant
seeding lands, or companies without grants lose these features. Seeding +
Stripe checkout/webhook are the next steps.

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

* feat(entitlements): seed trial + comp capability grants

Makes the fail-closed gate safely deployable — nobody is locked out at cutover:
- AFTER INSERT trigger on companies grants every NEW company a 30-day trial on
  the PAID keys (ai, bank_sync, skatteverket, email_send), on ALL creation paths
  (RPC/MCP/direct) — so a new signup can use onboarding AI immediately.
- one-time backfill for EXISTING companies: created <=2026-06-07 -> trial ends
  2026-07-07; created later -> created_at + 30 days.
- permanent comp grants for Arcim/Mattsson (matched by name, no hardcoded UUIDs).
- pg tests: clearGrants() for controlled resolver tests + trigger coverage.

Trigger fn is SECURITY DEFINER so it writes grants regardless of caller RLS
(table has no INSERT policy for authenticated — no self-grant).

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

* feat(entitlements): client capability visibility + billing page

Non-payers get a clean upsell instead of broken/empty features:
- CompanyContext gains capabilities[] + useCapability(key); resolved once
  server-side in the dashboard layout via getCompanyCapabilities (batched, 2
  queries), all three provider branches wired.
- /settings/billing upgrade page — the destination upsells point to (Stripe
  Payment Link via NEXT_PUBLIC_STRIPE_PAYMENT_LINK; degrades to 'coming soon'
  until automated checkout lands).
- ChatEmptyState: non-payer sees an Uppgradera CTA (mirrors the sandbox state).
- SendInvoiceDialog: email send disabled + upsell note when email_send missing
  (extends the existing sandbox-disable pattern).

Fast-follow: chat input/FAB + document-inbox empty state + bank/skatteverket/
AI-suggest buttons + a shared capability_blocked->toast backstop.

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

* feat(entitlements): gate remaining paid UI surfaces with upsell (fast-follow)

disable-with-upsell across the rest of the paid surfaces (keys: bank_sync, skatteverket, ai):
- BankSyncNowButton: sync/reconnect disabled + note when !bank_sync (CSV/SIE stays free)
- AGIPanel: AGI submit-to-Skatteverket disabled + note when !skatteverket
- SkatteverketConnectPanel: BankID connect/reconnect disabled + upsell
- ApprovalCard: AI re-propose (correction) gated; manual approve/reject stay free
- InvoiceInboxWorkspace: upsell when extraction empty AND !ai (deterministic parse + manual entry unaffected)
- AgentTrigger FAB: routes to /settings/billing when !ai (no dead chat)
- settings nav: 'Abonnemang'/'Subscription' link to /settings/billing (sv/en)

TaxPaymentPanel + TransactionInboxCard intentionally untouched — only local/
deterministic actions there, nothing paid+external to gate.

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

* feat(entitlements): automated Stripe subscription checkout + webhook

Self-serve revenue wired to the same capability-grant primitive:
- migration: company_subscriptions (company<->Stripe link/status) + stripe_webhook_events (idempotency)
- lib/stripe: getStripe singleton, plan->price mapping, subscription-sync (statusGrantsAccess / subscriptionToState / applySubscriptionState / handleStripeEvent). Active sub -> upsert source='stripe' grants for PAID keys (expiry = period_end + 3d grace); canceled/unpaid -> remove ONLY stripe grants (freeze-and-retain).
- routes: POST /api/billing/checkout (hosted subscription Checkout, company_id metadata), POST /api/billing/portal (Customer Portal), POST /api/stripe/webhook (raw-body signature verify, event-id dedup; handles checkout.session.completed + customer.subscription.*)
- billing page: real plan-toggle Checkout CTA / manage-subscription portal, gated on isStripeConfigured()
- adds stripe@22; unit tests for sync logic

Provisioning is webhook-driven (never trusts the success redirect). Needs env: STRIPE_SECRET_KEY, STRIPE_WEBHOOK_SECRET, STRIPE_PRICE_MONTHLY, STRIPE_PRICE_YEARLY.

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

* fix(entitlements): validate UUIDs in capability filter + log webhook errors

Addresses PR review (Superagent Security / PR Agent):
- has-capability.ts: validate companyId/teamId as UUIDs before interpolating into the PostgREST .or() filter (fail-closed) — removes the latent injection vector flagged in the entitlement gate. Unit tests updated to use UUIDs.
- stripe/webhook: log processing failures with event id + type before the generic 500, so a failing webhook is visible to operators.

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

* fix(salary): always-free AGI XML download for manual filing; only direct API submit is paid

Per founder decision on the swedish-compliance-review finding: AGI is a mandatory statutory filing, so producing/downloading the AGI XML must never be paywalled. Adds a free 'Ladda ner AGI-fil' button (generates + downloads the XML for manual upload to Skatteverket's e-service) on all tiers; the gated 'Skicka in underlag' stays the paid convenience (direct API submission — which also requires the paid BankID connection). Upsell reworded to point to the manual path.

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

* fix(entitlements): harden comp-grant match after prod verification

Verified Arcim/Mattsson in prod (pwxtzglxptnnvjrpixpg): the name match was case-sensitive (missed the active 'Arcim technology AB' lowercase variant) and would have granted 3 archived dupes. Now match by org_number (5595386219 / 5595719864) OR case-insensitive name, active companies only — hits exactly the 3 active comp companies, excludes archived dupes and the unrelated 'Amnäs Mattsson, Emil' enskild firma.

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

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-06-29 15:56:19 +02:00
Jakob WennbergandClaude Opus 4.8 55ba66908b feat(salary): let an enskild firma employ staff while blocking owner/board payroll (#797) 
An enskild firma that hires staff should get the payroll module, but its owner
or board can never be on payroll (owner compensation is egna uttag / BAS 2013,
not lön).

- Migration 20260628120000 adds the enforce_ef_no_owner_employee trigger
  (BEFORE INSERT OR UPDATE OF employment_type) as the all-paths backstop.
- lib/salary/employment-rules.ts is the app-layer mirror (forbidden set kept
  byte-identical to the trigger); getCompanyEntityType() resolves the same
  company_settings -> companies precedence.
- The two UI salary routes and the v1 POST guard before insert/update for a
  clean 400 with guidance.
- Payroll nav + Lön settings now show for any employer (aktiebolag OR
  company_settings.pays_salaries), wired through the dashboard layout.

Fixes #782.

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-06-26 15:30:03 +02:00
Jakob WennbergandClaude Opus 4.8 f59da07fc0 feat(worklist): unified pending-work counts + vampire-transaction fix (#673) 
* feat(worklist): unified pending-work counts in lib/worklist

One source of truth for every "Att göra" count, shared by the sidebar
badges, the home page (PR 3), and eventually the MCP list tools. Each
category documents its pending/done predicate in types.ts; counts are
cheap head-only queries that soft-fail to 0 so a broken badge can never
take down a layout. listSuggestedMatches() returns confirmable
transaction↔invoice match rows for the upcoming one-click confirm UI.

GET /api/worklist/counts exposes the aggregate for client refetch.

Partial index on transactions (company_id WHERE unbooked, not ignored)
— the badge predicate runs on every dashboard render — and a
company-scoped index on invoice_inbox_items, which was only indexed by
user_id from before the multi-tenant refactor.

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

* fix(transactions): unify unbooked predicate, add Ignorera action

The "vampire transactions" fix. Three surfaces counted "unbooked"
differently — the sidebar badge included ignored rows (is_business IS
NULL only), the transactions page count and inbox list disagreed with
each other — so old transactions kept haunting the inbox with inflated
badges after every sync. All three now share lib/worklist's canonical
predicate: is_business IS NULL AND is_ignored = false.

The transactions page also gains "Ignorera transaktionen…" in the
booking dialog (mirroring BankReconciliationView's flow: confirm →
ignore → Ångra toast), so non-business strays can finally be cleared
from the worklist without fabricating a verifikation. Recovery remains
on Rapporter → Bankavstämning under "Ignorerade transaktioner".

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

* fix(worklist): address PR #673 review — exact missing-underlag count, tenant-tagged logs

Review findings:
- countVerifikatMissingDocument subtracted set SIZES, which both let
  documents on non-document-requiring entries (e.g. VAT settlements)
  shrink the count and silently truncated at the PostgREST row cap on
  large document histories. Now an exact per-entry set difference over
  fetchAllRows-paginated id-only reads. (greptile, swedish-compliance)
- logAndZero gains companyId as a structured log field so repeated
  count failures can be correlated to a tenant. (compliance-swarm V16)

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

* fix(worklist): address PR #673 review round 2 — chunked .in(), BFL-aware ignore copy

- countInboxDocuments: dedupe + chunk the document-id .in() filter at 150
  ids per request — PostgREST serialises it into the GET query string, so
  a large inbox could exceed proxy URL limits (HTTP 414) and silently
  zero the badge via the error branch. (greptile)
- Ignorera confirm dialog now states the BFL boundary: only for
  non-affärshändelser (duplicates, own-account transfers) — real
  purchases and payments must be booked. Persisting a structured ignore
  reason is noted as follow-up. (swedish-compliance)
- New tests: chunked counting sums across batches; a mid-stream
  pagination error in countVerifikatMissingDocument throws (fetchAllRows
  propagates page errors) and soft-fails to a logged 0 — never a count
  computed from a silently truncated set. (swedish-compliance)

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

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-06-05 10:11:37 +02:00
Jakob WennbergandClaude Opus 4.8 ff01640f60 feat(reports,settings): report library + focused report routes, settings modal (#629) 
* feat(reports,settings): report library + focused report routes, settings modal

Reports
- Replace the monolithic /reports tab-switcher with a calm, grouped report
  library landing (ReportLibrary + RecentReportsShelf) driven by a new
  lib/reports/catalog.ts.
- Each report opens a focused /reports/[slug] route (FocusedReport) with a
  shared fiscal-year selector, optional date-range, and URL-based account
  drill-down into the general ledger.
- Extract every report view into components/reports/views, add a reusable
  ReportExportMenu, and remove the old ReportsNav.

Settings
- Add an intercepting @settingsModal parallel route so in-app navigation to
  /settings opens as a modal over the current page; hard loads still resolve
  to the full page.
- Share one SettingsShell (rail + content) between page and modal, extract each
  section into components/settings/sections/*Content, add a settings hotkey and
  command-palette entry, and remove the old SettingsSidebar.

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

* fix(reports,settings): remove dead salary-journal entry, fix border token

Addresses PR review feedback (#629):

- Remove the unreachable `salary-journal` report from the catalog. It had
  needsEmployees + no route + no FocusedView handler and `hasEmployees` was
  never plumbed through, so it never appeared in the library and a direct
  /reports/salary-journal URL rendered a blank frame. The report was never on
  the old page and has no view component; the API + generator stay in place for
  a proper follow-up. Drops its two now-unused i18n keys.

- Replace opacity-suffixed `border-border/8` section dividers with full-opacity
  `border-border` across the extracted settings section components, per the
  design system (no opacity-suffixed border tokens on surfaces).

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

* ci: re-trigger checks (pg-real hit a Docker Hub registry timeout)

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
 2026-06-02 14:50:50 +02:00
Mattsson cb7eac90b1 fix(dashboard): update Recapt integration to load globally and streamline widget rendering (#592) 2026-05-28 16:41:44 +02:00
Mattsson a9aff5a120 Bug/template and sandbox (#589) 
* Enhance booking template functionality and add sandbox extraction checks

* Implement Recapt integration for feedback submission and user identification

* Add Recapt identification component and bank sync status chip; update crontab entries

* Update .gitignore to ignore the entire scripts directory

* Refactor Recapt integration: add loader component, update privacy policy, and enhance bank sync status messages

* Fix .gitignore to correctly ignore the scripts directory
 2026-05-28 15:43:48 +02:00
Jakob WennbergandClaude Opus 4.7 20989379bb feat(sandbox,branding): prod-parity demo with AI gating + accounted rebrand (#585) 
* feat(sandbox,branding): prod-parity demo with AI gating + accounted rebrand

Sandbox now ships with seeded suppliers, supplier invoices, an asset,
a verified agent_profile, and pending operations so the demo company
exercises every prod surface. Server-side `guardSandbox()` short-
circuits any AI or paid-external API call (Bedrock chat/composer,
Resend invoice send, Riksbanken FX, VIES, etc.) and the AgentSheet
swaps in a SandboxAgentPreview that explains what's gated and offers
a register CTA. DashboardContent no longer mounts the
NewUserChecklist when the agent is already built, fixing the path
that let sandbox users still trigger /onboarding/agent.

Visible branding flips from Gnubok to Accounted: new BrandWordmark
component (Hedvig Letters Serif 700), new app/icon.png + PWA icons
generated from the accounted icon, default appName updated. URLs,
header names, API key prefixes, hostnames, and event/cookie/
localStorage keys keep `gnubok` — the rebrand is visual only.

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

* fix(sandbox): hardcode supplier-invoice arrival numbers in seed

get_next_arrival_number is MAX(arrival_number) + 1 against the same
table we're about to insert into. Calling it twice before either row
lands made both calls return 1, which then violated the
(company_id, arrival_number) unique index — POST /api/sandbox/seed
500'd on first sandbox start.

The seeded company is brand new in this branch so 1 and 2 are
guaranteed unused; hardcoding side-steps the race entirely.

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

* fix(sandbox): set paid_amount=0 on unpaid supplier invoice

PostgREST normalizes the column set across rows in a bulk insert, so
the second supplier invoice (Espresso House, status=registered) was
being sent with paid_amount=null because the first row (Telia, paid)
set it. supplier_invoices.paid_amount is NOT NULL DEFAULT 0; the
default only kicks in when the column is *absent* from the payload,
not when it's explicitly null. Set it inline to side-step the
normalization.

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

* fix(sandbox): set actor_type=agent_chat on seeded pending_operations

pending_operations only allows user-scoped INSERTs via the
`pending_operations_chat_insert` policy, which requires
actor_type='agent_chat' alongside auth.uid()=user_id +
company membership. The seed was inserting with the default
actor_type='user', tripping the RLS check.

Also lift risk_level from preview_data (where it was unused) onto
the row itself, matching the column added in
20260430120000_pending_operations_actor_and_risk.

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

* fix(pr-review): address PR #585 review feedback

Fixes called out by the core-only CI check, Greptile, and the
compliance + Swedish-accounting bots:

- AGI Programnamn pinned back to 'gnubok' (CI blocker). The XML
  Skatteverket receives must keep the stable software identifier
  regardless of the visual rebrand — same rule as the v1 health
  endpoint's `service: 'gnubok'` literal.
- handleCreateAccount in SandboxAgentPreview + ChatEmptyState now
  wraps signOut() in try/catch so a transient Supabase failure
  doesn't strand the user on a dead button (greptile P2 × 2).
- /api/currency/rate hard-fails on missing companyId instead of
  conditionally skipping the sandbox guard (greptile P2 / compliance
  V8.2.1).
- topUpSandboxAdditions now delegates to ensureSandboxAgentProfile;
  the assistant persona lives in exactly one place across the seed,
  layout backfills, and top-up path (greptile P2 outside-diff /
  compliance SOC2 CC6.1).
- ensureSandboxAgentProfile drops the userId param and sets
  verified_by_user_id to NULL — synthetic seed data should not
  attribute verification to a real user (compliance V8.2.1 /
  GDPR Art. 25(2)). Errors now logged via the structured logger
  instead of being silently swallowed (V16).
- Sandbox seed swaps real-world company names (Telia, Espresso
  House) for clearly-synthetic Demo-prefixed brands using the
  5559... documentation org-number range (compliance A.8.33).
  Asset cost bumped 24 000 → 35 000 SEK so the demo clears the
  förbrukningsinventarier threshold and illustrates capitalization
  unambiguously (swedish-asset-accounting).
- Representation pending-operation preview corrected: VAT label
  fixed from 6% → 12%, and input VAT split between the avdragsgill
  (2641) and ej-avdragsgill (5811) portions to match
  swedish-vat / ML 8 kap rules (swedish-vat).

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

* fix(pr-review): seed preview consistency + AGI Programnamn constant

Two last review-bot items before merge:

- Sandbox seed: the representation pending-operation preview was
  splitting the 240 SEK café meal 60/180 between 5810 and 5811,
  which is wrong for a single attendee under the 300 SEK / person
  avdragsgill cap (ML 8 kap) — the entire amount is fully
  avdragsgill in that case. Collapse the preview to a single 5810
  + 2641 + 2440 entry so it matches the supplier_invoice_items row
  1:1 and stops teaching demo users an incorrect bookkeeping
  pattern.
- Hoist the AGI Programnamn 'gnubok' literal into a named constant
  with a comment pointing to potential future Skatteverket vendor
  registration (per the swedish-compliance bot's nit).

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

* fix(sandbox): avoid BFL duplicate-verification on pending op + fix VAT cap comment

Swedish-compliance bot caught two final nits:

- The pending operation for the Demokafé representation was using the
  same supplier_invoice_number as the already-seeded supplier_invoices
  row (88245). If the sandbox user approved the staged operation, the
  insert would have created (or attempted) a duplicate verification —
  BFL 5 kap. requires each affärshändelse be recorded exactly once.
  Swap the staged operation's invoice number to a distinct value
  (INKOMMANDE-2026-001) so approval cleanly creates a new row.
- The preview comment described the 300 SEK threshold as an
  "avdragsgill cap". The actual rule (ML 8 kap. 9 §) caps the
  deductible VAT at 25 % × 300 SEK × antal_personer = 75 SEK per
  person — the 300 SEK is the tax base, not the total. Math here is
  correct either way, but the comment now states the correct formula
  so future seed edits don't propagate the wrong understanding.

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

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-28 13:19:41 +02:00
Jakob WennbergClaude Opus 4.7Emil
 		f53725b20a Agent v1 bundle: TIC v2 onboarding, in-app assistant gating, sidebar nav, MCP fixes (#584) 
* fix(sie-import): accept tab as field separator (Bollbok exports)

The SIE 4 spec allows either space or tab between fields, but
splitSIELine() only treated space (0x20) as a separator. Bollbok
exports tab-separated lines for every record except #RAR, which
silently swallowed all #IB / #UB / #KONTO / #KTYP / #VER / #TRANS
records — imports appeared empty even though the file was well-formed.

Also adds a parser-side diagnostic that emits a warning when raw #IB
or #VER lines are present in the input but parsing produced none. The
previous silent failure is how this bug stayed hidden; the warning
gives the import preview something visible to surface next time.

Verified against two real reproducer files (Sean / Erik Hellqvist):
  erik h 2025.SE (UTF-8): 166 accounts, 66 IB, 4 UB, 11 RES, 95 vouchers, 198 TRANS.
  erik h 2026.SE (CP437): 166 accounts, 66 IB, 4 UB, 0 vouchers.
Both now parse with zero warnings/errors.

Tests:
  + 8 Bollbok-shape tab-separated fixtures (2025 + 2026 quoting variants).
  + 4 silent-failure diagnostic-warning tests.
  All 74 sie-parser tests pass; 155/155 in lib/import; 64/64 downstream callers.

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

* fix(sie-import): address PR #513 review — strip #KTYP quotes, suppress redundant aggregate warning

Two non-blocking P2 findings from Greptile review on PR #513:

1. #KTYP handler stored fields[2] directly, so Bollbok 2026 exports
   (#KTYP\t1510\t"T") stored '"T"' with literal quotes instead of 'T'.
   Latent defect — accountType is unused downstream today, but my tab-
   separator fix made the quoted-value path reachable. Now routes through
   parseStringField so both Bollbok 2025 (unquoted T) and 2026 (quoted "T")
   land as 'T'.

2. The aggregate "kontrollera fältavskiljare och teckenkodning" warning
   fired alongside per-record 'error'-severity issues for malformed #IB /
   #VER records, producing a misleading hint when the parser had already
   pinpointed the structural problem. Now suppressed when an error-severity
   issue with the same tag already exists.

Test coverage:
  + accountType asserted to be 'T' (not '"T"') in both 2025 + 2026 shapes.
  + VER aggregate-warning test now uses #VER lines without { } blocks
    (silent loss, no per-record error) — the canonical case the diagnostic
    is designed for.
  + New suppression test: bare #VER produces per-record errors AND the
    aggregate warning is absent.

75/75 sie-parser tests pass; 156/156 in lib/import.

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

* wip: agent chat + composer + memory + document extraction

In-progress work on this branch beyond the SIE-import fixes:
- Specialized accountant agent (composer + intents + chat loop)
- Persistent agent_conversations/messages, agent_profiles, agent_memory
- /chat surface + /onboarding/agent + /settings/agent-memory
- document-extraction extension with status hooks
- MCP server staging refactor + new skills (atoms, bank reconciliation,
  customer onboarding, kreditfaktura)
- pending_operations rejection feedback (category + reason) + realtime
- TIC company profile cached snapshot on companies
- 17 migrations (all additive — see prior conversation analysis)

Parked while branch waits for review/merge. Migrations are already
applied to prod.

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

* refactor(tic): migrate company-data client from api-core v1 to Lens v2

Swaps the seven TIC company-data endpoints we call from the api-core
paths (`/datasets/companies/{companyId}/...`, `/search/companies`) to
the Lens equivalents (`/companies/{id}/...`, `/search-public/companies`).
Hard cutover; proxy pattern preserved.

Schema shifts handled inside the extension so consumers (TicWorkspace,
Step2CompanyDetails) don't need changes:

- `/companies/{id}/bank-accounts` now returns Bankgirot only — map to
  the existing `{ type, accountNumber, bic }` shape, drop terminated.
- `/companies/{id}/industries` returns a discriminated array — filter
  to `companyIndustryCodeType === 'sni2007'` to preserve v1 behavior.
- `/companies/{id}/phone-numbers` renamed the field to
  `phoneNumberFormatted` (fall back to `e164PhoneNumber`).
- `/companies/{id}/documents` replaces `/financial-report-summaries`;
  filter `type === 'annualReport'` and read nested
  `financialReportMetadata` to rebuild the legacy summary shape.
- `isCeased` is now a top-level boolean; `activityStatus` is an enum.
  Translate enum -> 'ceased' for the workspace's existing check.

BankID identity flow (id.tic.io) is untouched — separate TIC product.

Note: deploy gated on the TIC proxy being flipped to lens-api.tic.io
with an `x-api-key` Lens key.

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

* feat(tic): expose v2 onboarding & workspace data

Adds six new Lens (v2) fetchers on top of the migration that already
landed in this branch, surfacing the data through /lookup and /profile.

New fetchers in lib/tic-client.ts:
- getFiscalYears          /companies/{id}/fiscal-years
- getAccountingPeriods    /companies/{id}/accounting-periods
- getPayrolls             /companies/{id}/payrolls
- getSignatory            /companies/{id}/signatory
- getRepresentatives      /companies/{id}/representatives
- getCompanyStatus        /companies/{id}/status

/lookup gains a fiscalYear field (current fiscal-year configuration)
so onboarding Step 2 can skip manual MM-DD entry. CompanyLookupResult
extended with optional fiscalYear; consumers without it keep working.

/profile gains five new sections on TICCompanyProfile:
- fiscalYear + fiscalYearHistory   current + deduped period list
- signatory                        firmateckning descriptions
- board + representatives          board-composition summary + active
                                   officers (positionEnd in future)
- payrolls                         payroll2 array newest-first, with
                                   deviation vs annual-report
- statuses                         current+historical status entries
                                   with red/yellow/green/neutral color

TicWorkspace renders the new data as four cards (Status, Fiscal year +
Signatory, Board + Representatives, Payroll history) plus a Badge
mapping for the traffic-light status color.

Tests: 52 -> 60 passing. Added unit tests for the new fetchers' v2
paths, fiscal-year auto-fill in /lookup, and full v2 profile coverage.

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

* feat(onboarding,agent): lean on TIC v2 to skip Steps 1 & 3 and sharpen Opus

Three small wins that unlock more of the v2 cutover. No new endpoints — the
data was already in the snapshot, just not flowing where it should.

Step 1 (entity_type) — deep-link path only:
- /lookup now returns `legalEntityType` and `registrationDate` (added to
  CompanyLookupResult).
- /onboarding/page.tsx does a server-side /lookup prefetch when
  ?org_number= is present (BankID picker path), maps "AB"/"EF" to the
  EntityType enum, and seeds Step 1's radio. Falls through silently for
  unsupported codes (HB, KB, …) and on TIC errors.
- WelcomeOnboarding hydrates ticLookup state from the server prefetch so
  Step 2's debounced client fetch and Step 3's first-year inference both
  have data on first render — no flash.

Step 3 (is_first_fiscal_year) — every path:
- deriveFirstYearDefaults() parses ticLookup.registrationDate and returns
  { isFirstFiscalYear, firstYearStart } when registered <12 months ago.
  Step 3's initialData picks it up; the user only confirms the end date.
- Settings value wins when present so existing users with a saved choice
  don't get overridden.

Composer prompt:
- redactTic allowlist was the bottleneck — it stripped beneficialOwners,
  signatory, board, representatives, payrolls, statuses, fiscalYear
  before Opus ever saw the JSON. Existing filterRedundantQuestions
  ownership logic was effectively dead because the data path was severed.
  Expanded allowlist to include those v2 sections; kept bankAccounts/
  email/phone/fiscalYearHistory/financialReports out (token cost > signal).
- SYSTEM_PROMPT now documents each v2 section and the rules Opus should
  apply: payroll signal switches from "registration.payroll" to "actual
  payrolls[] filings" (kills the false-positive swedish-payroll selection
  for newly registered employers); beneficialOwners[] becomes the
  authoritative ownership source (single owner → FMB modifier; multiple →
  multi-owner); statuses[] isCeased/red triggers an uncertainty_note.

Tests: 4112 unchanged. Build: green. No schema or migration changes.

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

* fix(agent): onboarding polish + composer signal fixes from first-run feedback

UX:
- AgentOnboarding: drop the 10s "Hoppa över — fortsätt med standardval"
  escape hatch. The fallback path runs automatically on timeout; the
  manual skip just teased users into a degraded build.
- ReviewCard step 2 title: "Stämma av detaljerna" → "Stäm av detaljerna"
  (imperative form matches the rest of the steps).
- Drop em-dashes from user-visible Swedish strings in AgentOnboarding +
  ReviewCard (fallback labels, subtitles, placeholder, error message,
  final CTA). Em-dashes survive in code comments only.
- "Fråga min revisor" → "Fråga min assistent" everywhere it surfaced:
  AgentTrigger, AgentSparkleButton, ReviewCard preview, ReviewCard
  fallback comment, general.help intent buttonLabel + prompt text.
- AgentTrigger / AgentSparkleButton / EmptyState.AgentHelpLink /
  TransactionInboxCard ask-button all gated on identity.isVerified.
  Pre-onboarding users no longer see the floating FAB or per-page
  Sparkle buttons. AgentSheetProvider.identity gained an isVerified
  field; (dashboard)/layout.tsx selects agent_profiles.verified_at and
  passes it through.

TIC verksamhetsbeskrivning:
- tic/index.ts /profile: /companies/{id}/purposes returns every
  historical verksamhetsföremål filing. Picking [0] was returning the
  oldest "äga och förvalta" holding-company boilerplate for companies
  whose later filings narrowed the purpose ("tillhandahålla
  företagskrediter och finansiella teknologilösningar"). Sort the
  array by lastUpdatedAtUtc desc and take the most recent non-empty
  purpose.

Composer banking signal:
- loadBankingSummary now reads journal_entry_id alongside
  description/amount/date and returns per-counterparty `direction`
  ('in' | 'out' | 'mixed') and `has_unbooked` (any row not yet booked).
  Aggregate `unbooked_count` accompanies the rollup.
- buildUserPrompt emits each counterparty as
  `Name: 12 345 kr (ut, OBOKFÖRD)` so Opus can tell income from cost
  on sight and tell which counterparties are still open questions.
- SYSTEM_PROMPT now explicitly forbids verification questions about
  counterparties whose direction is unambiguous AND status is 'bokförd'.
  Should kill the regressions from the first agent build:
  * "Konsult, J 98 565 kr — intäkt eller kostnad?" when the amount is
    clearly negative.
  * "ALMI AB 493 000 kr — lån eller bidrag?" when the transaction is
    already categorized.

Tests: 4112 unchanged. Build: green.

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

* fix(agent,ui): representation needs deltagare+syfte, drop duplicate doc icon

Representation booking:
- transaction-categorization prompt now requires the agent to capture
  participants (name + company) AND purpose before staging a
  representation categorization. SKV's representationsregler + ML 8 kap
  require the verifikation to document who attended and what the
  meeting was about; without that the avdrag is denied and the post
  should be booked as non-deductible / personalkostnad.
- The agent confirms back in plain text (audit trail in the chat),
  writes the deltagare + syfte to gnubok_remember_fact (long-term),
  THEN stages. Saknas deltagare/syfte: explicitly tell the user the
  avdrag won't go through and offer the non-deductible alternative.
- Known gap (followup, not this commit): the staged op's journal entry
  description doesn't yet carry the deltagare text. Until we add a
  `notes` field to gnubok_categorize_transaction, the audit trail
  lives in chat + agent_memory only.

TransactionInboxCard duplicate attachment indicator:
- Drop the FileCheck2 "open document" button from the trailing slot.
  TransactionAttachmentIndicator (Paperclip) next to the description
  already opens the underlag on click. Two icons doing the same thing
  was noise. Cleaned up the unused state (isOpeningDoc, hasAttachment,
  handleOpenAttachment) and dropped now-unused imports (FileCheck2,
  useToast).

Tests: 4112. Build: green.

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

* feat(agent,nav): notes on verifikation + redesigned sidebar

Audit-trail notes for representation:
- gnubok_categorize_transaction gains an optional `notes` string.
  Threaded through stagePendingOperation → commitCategorizeTransaction →
  createTransactionJournalEntry, which now appends notes to the entry's
  description (capped at 500 chars). The verifikation an external auditor
  reads now carries deltagare + syfte directly — not just chat history /
  agent_memory.
- transaction-categorization prompt updated: representation flow now
  REQUIRES the agent to pass deltagare+syfte via the notes parameter.
  Without it the booking is non-deductible / personalkostnad per SKV.

DashboardNav redesign:
- Top section: flat, no header — Hem (/chat), Underlag (was
  Dokumentinkorg), Transaktioner, Granskning. Always visible; the inline
  badge on /pending shows the count when there are pending ops.
- Mid section: four collapsible dropdowns (Försäljning, Inköp,
  Redovisning, Personal). Each auto-expands when the active route lives
  inside it. KPI moved from main to Redovisning. Extension nav items
  (TIC workspace, etc.) fold into Redovisning.
- Bottom-left: new account popover (DropdownMenu, opens upward) holding
  CompanySwitcher, Inställningar, Hjälp, Support, Logga ut. Replaces
  the old top company-switcher card + the bottom Support/Logout block.
- Mobile drawer mirrors the new structure: top items as flat list,
  same four dropdown groups, separate "Tillägg" section when
  extensions exist, "Mitt konto" section at the bottom.
- i18n: invoice_inbox label renamed "Dokumentinkorg" → "Underlag"
  ("Documents" in en). New keys: mitt_konto, group_extensions.

Tests: 4112. Build: green.

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

* fix(nav): unhide Leverantörer under Inköp

The /suppliers entry existed in navItems but was marked hidden — leftover
from when the supplier list lived elsewhere in the IA. Removing the
hidden flag puts Leverantörer in the Inköp dropdown alongside
Leverantörsfakturor.

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

* fix(nav): CompanySwitcher back to top-left, user account moves bottom-left

The previous pass collapsed both concepts into the bottom popover. They
mean different things: the company is the org context everything below
operates against (top-of-sidebar, scannable); the user is the
account-holder (bottom-of-sidebar, where settings/logout live).

- (dashboard)/layout.tsx: fetch profiles.full_name alongside the
  existing identity queries; pass userName + userEmail into
  DashboardNav.
- DashboardNav: restore CompanySwitcher at the top of the sidebar
  (pre-redesign placement). Bottom-left popover trigger now shows the
  signed-in user's name + single-letter initial (accountInitial helper
  falls back to email's first char, then "?"). Popover header carries
  full name + email; items unchanged (Inställningar, Hjälp, Support,
  Logga ut). CompanySwitcher removed from inside the popover — nested
  dropdowns were awkward and the top placement is where it belongs.

Tests: 4112. Build: green.

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

* fix(pending): trim the agent context strip

The row-level AgentContextStrip on /pending was rendering the model
name (eu.anthropic.claude-sonnet-4-6) and the full atoms array
(horizontal/swedish-vat, vertical/konsult-it, …) inline, which made
each row 60–80 chars of mostly-the-same metadata. Reviewers never
scan that text; they scan amounts and decide approve/reject.

Now the strip shows only the conversation deep-link
(Konversation #<short id>) — the one piece that's actually useful for
diving into context. Model + atoms remain available in agent_metadata
for debugging surfaces; they're just not in the list view.

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

* fix(agent): shared ground rules + paragraph breaks after tool calls

Two regressions surfaced in real usage. Both are systemic.

Shared agent ground rules:
- /chat surface (general.help) was happily inventing four-digit BAS
  account numbers ("Debet 6212 - Molntjänster…", "Kredit 2614 - Ingående
  moms…") and proposing booking decisions on invoices it had never
  seen, with no follow-up questions about currency/scope/etc.
- transaction-categorization had those rules baked into its prompt;
  general-help / bokslut-step / invoice-draft / supplier-invoice-review
  / verifikation-draft / vat-review never inherited them.
- Extracted lib/agent/intents/shared-rules.ts with five cross-cutting
  rules: underlag first (check inbox + ask user to upload to
  Dokumentinkorgen when missing), ask follow-ups when ambiguous, never
  write four-digit BAS account numbers in chat (category names only),
  cite atoms / load skills (don't guess), check counterparty history
  before proposing.
- Injected renderAgentGroundRules() into all six intents above.
  transaction-categorization left alone — it has more detailed inline
  rules tied to its specific underlag-flow.

Paragraph break after tool calls:
- text_delta from the model often resumes after a tool call without a
  leading newline ("kategoriseras." → gnubok_query_journal runs → "Inget
  historik hittades…" appended directly). Markdown rendered the
  concatenation as one paragraph.
- AgentChat text_delta handler now inserts \n\n when (a) the buffer
  ends with text content, (b) the incoming delta starts with text
  content, (c) at least one tool call has run, and (d) the buffer
  doesn't already end with a blank line.

Tests: 4112. Build: green.

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

* fix(nav): default-open dropdown groups; closing is per-user

Dropdowns started collapsed which meant first-time users had to open
each group to discover what's inside. Inverted the state: default open,
user can collapse, active route still forces a group open.

- manualExpanded → manualCollapsed (semantics flip)
- toggleGroup unchanged externally; flips the bit
- isGroupExpanded returns !manualCollapsed[g] || hasActiveChild

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

* feat(agent): rate-safe v1→v2 TIC upgrade, counterparty defaults, profile settings

Three pre-ship quality wins.

Rate-limit-safe TIC v2 upgrade:
- The /profile endpoint fans out to ~13 Lens calls; the account has a
  ~3000/mo ceiling. Force-refreshing every pre-v2 (v1) snapshot across
  the customer base would blow the budget.
- ensureTicSnapshot gains an `upgradeV1` flag. A cached snapshot still
  inside the 7-day window is re-fetched only when (a) the caller passes
  upgradeV1 AND (b) the snapshot is v1-shaped (missing the v2-only
  `statuses` key). Gated to the two agent-onboarding call sites — a
  deliberate, once-per-company action and the only consumer of the v2
  sections. Workspace + signup keep the natural 7-day staleness, so the
  v1→v2 migration is lazy and bounded to companies actually building an
  agent.

Known-counterparty defaults (shared-rules):
- Agent now proposes a sensible default for well-known counterparties
  instead of asking the same question monthly: Almi → lån, Tillväxtverket/
  Vinnova/EU-stöd → bidrag, Skatteverket → skatt/avgift or återbäring,
  Bolagsverket → avgift, Försäkringskassan → ersättning, EF private
  withdrawal → eget uttag. Stated as an assumption the user can correct,
  not a hard rule — underlag/history still wins.

Företagsprofil settings page:
- New /settings/agent-profile (Företagsprofil / "Company profile"):
  view + edit the agent's company profile after onboarding — assistant
  name + avatar, the profile summary the agent reasons from, and a
  read-only chip view of loaded specialities (atoms). Backed by the
  existing GET/PATCH /api/agent/profile.
- New GET /api/agent/atom-titles?ids= resolves atom slugs → human titles
  for the chips (registry is globally-readable reference data).
- Added to SettingsSidebar; i18n keys agent_profile (sv "Företagsprofil"
  / en "Company profile").

Note: /chat already redirects unverified users to / (chat layout guard),
and / renders WelcomeGate → /onboarding/agent. No redirect work needed.
AgentSetupBanner.tsx is orphaned dead code (WelcomeGate superseded it).

Tests: 4112. Build: green. Both new routes compile.

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

* feat(nav,agent): Hem=Översikt + separate Assistent button; memory dedup

Nav restructure:
- "Hem" now points to / (Översikt dashboard) again, not /chat. The agent
  chat gets its own top-level nav entry "Assistent" (Sparkles icon) → /chat.
  Mobile bottom nav mirrors this (Hem / Assistent / Transaktioner).
- / restored to render DashboardContent (the Översikt) for built-agent
  users instead of redirecting to /chat. Users who haven't built their
  assistant yet still get WelcomeGate (the build-agent checklist); once
  verified, / shows the dashboard. Chat is reachable anytime via its nav
  entry. Restored main's dashboard data-fetch; added an agent_profiles
  verified_at probe to drive the WelcomeGate branch.
- i18n: nav.assistant ("Assistent" / "Assistant").

agent_memory dedup (gnubok_remember_fact):
- The agent re-remembers the same fact constantly (e.g. "Vercel = omvänd
  skattskyldighet" on every Vercel categorization), which would bloat
  agent_memory with paraphrases over months.
- Before insert, compare the incoming fact against the 300 most-recent
  active memories by word-set Jaccard similarity (lowercased, punctuation-
  stripped, stopwords dropped). A near-duplicate (≥0.82) is treated as
  already-known: bump its relevance toward the new score + refresh
  updated_at instead of writing a new row. Embedding-free, zero added
  latency beyond one bounded SELECT.

Tests: 4112. Build: green.

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

* fix(agent,nav): företagsprofil=Bolagsuppgifter, avatar nav icon, dedupe greeting

Företagsprofil settings page (the right content this time):
- Replaced the agent atoms/summary panel with CompanyProfileView — a
  read-only "Bolagsuppgifter" view of the cached TIC company snapshot
  (name, org-nr, form, address, F-skatt/Moms/Arbetsgivare, SNI, bank,
  verksamhet, employees, latest financials, status traffic-lights,
  fiscal year, firmateckning, företrädare). Server component reads the
  companies.tic_snapshot column directly — no extension import, stays
  inside the core-build boundary.
- Route renamed /settings/agent-profile → /settings/company-profile.
  Removed the old AgentProfilePanel + the now-unused /api/agent/atom-titles
  endpoint.

"Assistent" nav icon = the agent's chosen avatar:
- DashboardNav reads agent identity from AgentSheetProvider and renders
  the onboarding-chosen avatar for the /chat ("Assistent") entry across
  desktop sidebar, mobile drawer, and mobile bottom nav. Falls back to
  the Sparkles glyph pre-onboarding (no avatar yet).

Nav cleanup:
- Dropped the beta badge from Underlag.
- Filtered the TIC workspace (/e/general/tic, "Företagsprofil") out of
  the nav — the same Bolagsuppgifter now lives under Inställningar →
  Företagsprofil, so it shouldn't appear in two places.

Doubled intake greeting fix:
- /chat/intake fires an invoke with no conversation_id, then swaps the
  URL to /chat/[id] the instant the `conversation` event lands — which
  can beat the greeting being persisted. /chat/[id] then hydrated with 0
  messages and, because the auto-fire guard keyed on (id && messages>0),
  fired a SECOND invoke on the same conversation → two greetings.
  Guard now keys on conversation-id presence alone: a set id means
  resume, never bootstrap. Closes the race.

Tests: 4112. Build: green.

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

* fix(agent): paragraph-break-after-tool split words mid-stream

The earlier "insert \n\n when text resumes after a tool call" heuristic
re-evaluated on EVERY text_delta (any delta not starting/ending with
whitespace, once a tool had run). Streaming deltas arrive in sub-word
chunks, so it injected breaks between fragments of the same word:
"minnes\n\nno\n\nterna", "kund\n\nrep\n\nresentation".

Replace the per-delta heuristic with a consume-once ref:
- tool_use sets breakBeforeNextTextRef = true
- the next text_delta consumes it: prepends \n\n exactly once (only when
  the buffer has content, doesn't already end in whitespace, and the
  delta doesn't start with whitespace), then clears the flag

So the break fires once per tool→text resume, never mid-word.

Build: green.

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

* fix(agent): much shorter replies, representation headcount + VAT cap, dot separator

Brevity (system-prompt Svarsformat — affects every reply):
- Hard "korthet är regel nummer ett": aim for 2-4 sentences, lead with
  the answer/action, no warm-up ("Här är vad som gäller…"), don't derive
  VAT in prose, don't restate what the approval card shows, one question
  at a time. The agent was writing textbook-length essays.

Representation rule now in shared-rules (so verifikation-draft, vat-review,
etc. all get it — previously only transaction-categorization had it, which
is why the verifikation flow guessed 25% VAT and skipped the cap):
- Require ANTAL deltagare (headcount), not just one name — the moms
  deduction is per person (underlag cap 300 kr/person ex moms).
- Use the receipt's ACTUAL VAT rate (usually 12% on food), never assume
  25%.
- Meal representation isn't income-tax deductible (post-2017); whole cost
  booked as non-deductible representation.

Verifikation description separator:
- createTransactionJournalEntry appended notes with an em-dash
  ("Utlägg Eatnam — Deltagare:…"), violating house style. Switched to a
  middle dot " · ". journal_entries has no separate notes column — the
  description IS the BFL verifikationstext / audit field, so deltagare +
  syfte correctly live there.

Tests: 4112. Build: green.

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

* fix(settings): tidy Bolagsuppgifter — no status colours, clean firmateckning

From first-look feedback on the Företagsprofil page:

- Status: dropped the coloured traffic-light badges (red/yellow/green).
  Per the design system semantic colour is data-only, never chrome, so
  status now renders as plain label + date. Also filtered to dated
  entries only — Bolagsverket emits flags like "Har aldrig varit verksam"
  with no date that read as noise next to the real status. Ceased status
  gets muted destructive text (the one chrome colour the system keeps).

- Firmateckning: the source text carries ">" list markers and crams
  several rules onto one line, and repeats "Firman tecknas av styrelsen"
  across rows. cleanSignatory() strips the markers, normalises whitespace,
  splits run-on "Firman tecknas …" clauses onto separate lines, and the
  render dedupes — so each rule reads as its own sentence.

Build: green.

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

* fix(mcp): inbox items expose all terminal links + processed flag

The Eatnam receipt was booked against its bank transaction (so the inbox
row had matched_transaction_id + created_journal_entry_id set), yet the
agent reported it as loose/unmatched and a duplicate risk. Root cause:
gnubok_list_inbox_items only selected and returned matched_supplier_id +
created_supplier_invoice_id — the supplier-invoice path. The
transaction-match and direct-journal-entry paths were invisible, so any
receipt cleared via /transactions looked unprocessed.

- list_inbox_items now selects + returns matched_transaction_id and
  created_journal_entry_id alongside the supplier fields, plus a derived
  `processed` boolean (true when ANY of the three terminal links is set).
- New unprocessed_only=true input filters to items with no terminal link
  — the "what still needs handling" view that prevents the agent from
  flagging already-booked docs as duplicates. (Fetches a wider window
  then filters client-side so limit applies post-filter.)
- Description updated to document the processed semantics, within the
  280-char tool-description budget.

The DB linkage itself already worked: /transactions attach-document sets
matched_transaction_id, and commitCategorizeTransaction stamps
created_journal_entry_id. This was purely a read/surface gap.

Tests: 4112 (+ MCP description guard). Build: green.

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

* fix(mcp): repair stage-but-never-commit tools + consolidate tool surface

- post_annual_depreciation AND reverse_entry were never in the pending_operations operation_type CHECK, so both staged then died with check_violation at INSERT. Add the CHECK migration, a commitPostAnnualDepreciation executor (reusing commitAnnualPostings), risk tier, and the PendingOperationType union member.
- Salary tools de-risked: calculate_salary_run calls runSalaryCalculation() directly (no self-fetch/forged cookie); create_salary_run uses a transactional create-run helper with compensating delete; generate_agi actually generates + persists the declaration.
- import_sie parses + validates at stage time with a content-rich preview (company, fiscal year, voucher/account counts, balance) instead of a blind byte count.
- batch-match-invoices passed user.id where companyId was expected (silently matched zero).
- VAT report+widget merged behind render_ui; gnubok_search_tools ranks by relevance; gnubok_feedback readOnlyHint corrected; tools/list instruction text fixed; income decision-tree + GL/query_journal cross-refs added.

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

* feat(agent): load skill atom bodies from the DB so they survive the build

Skill bodies were read from disk at runtime (.claude/skills/**/SKILL.md); on Vercel the dynamic readFile path isn't traced into the lambda and on Docker .claude/ is excluded, so atoms loaded EMPTY in production — a despecialized agent. Inline the bodies into agent_atom_registry instead:
- Migration adds body + mcp_exposed columns; a build-time generator (scripts/generate-skill-bodies.ts) emits a deterministic dollar-quoted seed migration with a content-hash manifest + --check CI guard.
- Read sites (mcp-server atoms.ts, chat system-prompt.ts, composer prewarm) read body from the DB, with a dev-only disk fallback. mcp_exposed curates which atoms the MCP exposes (swarm-* never become atoms).
- The seed script + generator share scripts/lib/atom-discovery.ts; estimated_tokens now reflects SKILL.md only.

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

* feat(agent): safe the in-app assistant — gating, FAB de-confliction, rate limit, friendly errors

- Hide all agent entry points until verified_at: the Assistent nav tab (sidebar + mobile) and the agent-memory settings tab now match the floating FAB's gate.
- FAB de-confliction: /kpi -> kpi.explain and /bookkeeping/year-end -> bokslut.step so the floating button opens the SAME assistant as the page button (no two-agents-on-one-page).
- Generous per-user rate limit (30/min, 1000/day) on /api/agent/invoke, /onboarding/stream, /composer via a new agent_rate_counters table + check_and_increment_agent_quota RPC; fails open. Bounds runaway Bedrock spend without touching normal users.
- Friendly errors: Bedrock 429/timeout/5xx normalized to Swedish (friendlyModelError) in run-turn + the invoke route; the chat client surfaces the server's friendly message instead of a raw HTTP status.
- /chat/new validates ?intent= against the registry so bad deep-links fall back to general.help instead of rendering a broken-looking error.

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

* fix(agent): keep /chat read-only — redirect categorization + swap the "categorize" suggestion for a VAT-report question

general.help (the /chat assistant) is read-only, but it still gave per-transaction bokföringsförslag in prose and asked "godkänner du dessa?" — an analysis the user can't act on (no write tool, no per-tx underlag). Strengthen the prompt to redirect categorization/bokföring to the per-transaction flow (open the transaction -> "Fråga om denna transaktion", where the agent sees the underlag and stages a real ApprovalCard); a short overview is still allowed. Add a guard test locking in no-write-tools + the redirect language. Swap the /chat empty-state "Hjälp mig kategorisera" chip (which lured users into exactly this dead-end) for a VAT-report question the read-only assistant can actually answer.

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

* refactor(pending): declutter the review queue rows + header

Fold the conversation deep-link onto the actor label (drop the separate
"Konversation #xxxx" strip and its icon), hide the quick-pick when there's
only one operation type (it duplicated "Markera alla"), and drop the "(0)"
from the disabled bulk-approve button.

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

* feat(vat): enhance VAT handling by integrating document validation and improving error messaging

* feat(settings): add assistant knowledge surface + consolidate settings tabs

Expose the agent's skill atoms (agent_atom_registry) in a read-only surface
beside the existing memory view, and tighten the settings tab bar from 14 to
10 tabs.

- New GET /api/agent/skills + AgentSkillsPanel: lists active, mcp_exposed
  atoms grouped by tier (Kärnkompetens / bransch / bolagssituation), flags
  which are active for the company from agent_profiles, and lazy-loads each
  SKILL.md body on expand.
- New /settings/assistant tab with a Minne/Kompetens toggle (?view=skills);
  /settings/agent-memory and /settings/agent-skills redirect into it.
- Merge Företagsprofil (TIC snapshot) into the Företag tab via
  CompanyProfileSection; /settings/company-profile redirects.
- Merge Skatteverket-anslutningen into the Skatt tab — OAuth returnTo and the
  callback toast now target /settings/tax; /settings/skatteverket redirects.
- Drop the Säkerhetsbackup tab (already under Importera/Exportera).

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

* fix(inbox): keep booked underlag out of the unmatched queue + widen match window

- categorize: after booking an inbox underlag onto a verifikat, backfill the
  inbox row's matched_transaction_id + created_journal_entry_id so it stops
  showing as unmatched (mirrors the /attach-document paperclip path).
- TransactionMatchPicker: bias the candidate window forward (60d before →
  180d after the invoice date) so late payments aren't dropped before scoring,
  and widen the ranking date tolerance to 120d so the true match floats to the
  top instead of collapsing to "Svag match". Fix "okatigoriserade" typo.

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

* wip: bundle in-progress branch work + agent onboarding chat optimizations

Captures the uncommitted work-in-progress on this branch so it lives on the
remote. Heterogeneous changeset — bundled as one commit since the work was
already entangled across files.

Headline change in this commit (from this session):
- Remove the double interview in agent onboarding. Phase B's verification-
  question form stepper is gone — the Phase C chat (onboarding.intake) now
  owns the entire interview and reads the composer's verification_questions
  server-side as its question bank.
- ReviewCard collapses from 3 steps to 2 (meet → review-and-confirm) with
  value-first ordering: profile + "vad jag kan hjälpa dig med" + facts +
  optional seed note. CTA reads "Möt {namn}" to signal the chat follows.
- ChatIntakeStarter handoff subcopy updated to match reality (assistant
  greets first; user can leave anytime).
- Stamp agent_profiles.intake_completed_at server-side in
  app/api/agent/invoke/route.ts on the first user-typed reply in any
  onboarding.intake conversation (idempotent IS NULL guard, best-effort).
  Closes the previously dead-write column and unlocks the opportunistic-
  follow-up hook the migration anticipated.

Plus in-progress branch work being carried forward (not introduced here):
agent runtime + intent prompts, composer + atom-discovery scripts, MCP
server skills surface, onboarding flow components, dashboard/inbox tweaks,
two new agent_atom_registry migrations, additional agent-chat tests.

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

* refactor(agent): drop inline "Fråga assistenten" affordances — rely on the FAB

The bottom-right "Fråga {namn}" FAB (AgentTrigger) is already route-aware
and picks the right intent per page, so duplicating it as inline page-
header buttons and empty-state links is noise. Removed:

- EmptyState `agentHelp` link ("Eller fråga {namn} hur du kommer igång")
  + the AgentHelpLink component + agent_default_name/agent_ask_link i18n
  keys + the agentHelp props on EmptyInvoices/EmptyCustomers/EmptyTransactions.
- AgentSparkleButton on /bookkeeping (verifikation.draft) and /kpi
  (kpi.explain) page headers.

The FAB stays — when verified, it appears on those routes and routes to
the right intent automatically.

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

* fix(agent): gate the last two ungated "Fråga assistenten" affordances

Both surfaces previously called useAgentSheet directly without checking
identity.isVerified, so they appeared pre-onboarding (everywhere else the
FAB / sparkle buttons / /chat / Assistent nav are all gated on verified_at).

- Settings page header: remove the "Fråga {namn}" pill entirely. The FAB
  covers /settings routes route-aware (settings.help) — no need for a
  duplicate inline trigger.
- Invoice inbox transaction picker: hide the "Fråga assistenten" button
  when the agent isn't built. Done at the parent (InvoiceInboxWorkspace)
  by passing onAskAssistant only when identity.isVerified is true; the
  child renders the button only when the callback is present.

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

* feat(tic,onboarding,agent): single-call TIC lookup + director-aware narrative voice

- TIC: collapse the company lookup from 6 endpoint calls to 1
  (search-public already exposes sniCodes, bank accounts, emails, phones,
  and registration flags). Derive fiscal-year MM-DD from
  mostRecentFinancialSummary; newly-registered companies fall through to
  the client's first-year defaults.
- Onboarding: BankID picker no longer auto-provisions companies. Every
  pick routes through the wizard with orgnr (and entity_type via the
  CompanyRoles match) prefilled; F-skatt/VAT/address get confirmed in
  steps 2-4 instead of being auto-fetched. createCompanyFromOnboarding
  reuses CompanyLookupResult and adds a defensive top-level catch so
  server-action errors surface to the UI instead of being redacted.
- Agent composer: loadUserDirectorship() checks BankID CompanyRoles for
  a director-like position (ceo/boardMember/chairman/externalSignatory,
  active) before the narrative uses second-person ownership voice
  ("Du driver…"); unknown users get neutral third-person voice so we
  never put ownership words in the user's mouth.

Tests cover loadUserDirectorship, narrative voice, tic-fetch path,
onboarding page, and updated TIC client + lookup/profile suites.

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

* fix(tic): extend agent-onboarding TIC budget to 10s + backfill stranded org_numbers

The 5s TIC fetch timeout aborted client-side before the upstream Lens
fan-out (~13 calls) could complete, but the in-flight upstream calls
still counted against quota — actions.ts already documents ~530 wasted
calls from this in May. Same bug still applied to the agent-onboarding
stream path. Adds an optional `timeoutMs` to `ensureTicSnapshot` so
deliberate wait-screen callers (agent onboarding stream) can run with
10s while background/dev callers stay on the conservative 5s default.

Page-level server fetch (page.tsx) intentionally stays at 5s to avoid
blocking TTFB without a visible progress affordance.

Backfill migration mirrors `company_settings.org_number` to
`companies.org_number` for the 105 cases where it's safe (after dedup
+ conflict filtering). 56 of those are on active companies — unblocks
duplicate guards, SIE/SRU exports, and TIC fallback chain. Zero TIC
API calls — pure data move. Idempotent.

Also sweeps a pre-existing SSRF guard on the stream route's origin
derivation that was sitting unstaged in the working tree — it lives in
the same diff hunks as the TIC budget change and couldn't be split cleanly.

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

* wip: bundle in-progress branch work

Sweep up uncommitted agent/MCP/RLS work-in-progress so the branch is fully
backed up to origin. Not reviewed in detail — committed as-is to preserve
working state alongside the TIC fixes in the previous commit.

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

* fix(agent): tag the "Bygg din bokföringsassistent" CTA as Beta

Adds a Beta badge next to the assistant-setup heading on the dashboard
banner, dashboard inline card, and onboarding checklist row. Also drops
the stale "Gratis i 30 dagar" subline from the dashboard card.

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

* fix(build,migrations): PendingOperationType salary ops + resolve migration version collisions

PR #584 went red on three things:

1. core-only build / Vercel: `lib/pending-operations/commit.ts:2666` switched on
   'create_salary_run' and 'generate_agi' but `PendingOperationType` was missing
   both literals. Add them to the union.

2. Supabase preview: migration version 20260526120000 collided with main's
   newly-merged 20260526120000_fix_replace_sie_import_hard_delete.sql.
   Bump the branch's pair to 20260526120050 / 20260526120051 — still ahead of
   20260526120100_restvardeavskrivning so ordering is preserved.

3. 20260527170000 was used twice on this branch
   (_agent_rls_with_check + _journal_entry_no_doc_required). Bump the second
   to 20260527170100 so the pair stays orderable and Supabase doesn't choke
   on the duplicate schema_migrations PK.

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

* fix(ci): reword comment so core-only guard stops flagging it

The "Check no core imports from extensions" step greps for the literal
\`from '@/extensions/\` across lib/, app/api/, components/. A comment in
lib/agent/composer/tic-fetch.ts quoted the exact pattern verbatim to
explain *why* the file does a self-fetch instead of importing the TIC
extension directly — which the grep matched even though no actual
import exists.

Rewrite the line to keep the same meaning without the literal pattern.

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

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Co-authored-by: Emil <emilmattsson14@gmail.com>
 2026-05-28 11:27:01 +02:00
MattssonandClaude Opus 4.7 a9b43ebeb7 Bug/vat selection warning (#583) 
* refactor: update VAT handling logic for non-registered sellers and improve related comments

* chore: gate automated email flows behind 503 responses

Disables user-facing access to invoice payment reminders and salary
payslip email sending. Underlying lib code (reminder-processor,
PDF templates, notification_settings) is preserved for easy re-enable.

- Invoice reminders cron route returns 503; settings UI section removed.
- Payslip send route returns 503; original implementation kept as
  _sendPayslipsImpl for future re-enable.
- Push notifications were already extension-disabled, no change needed.

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

* chore: remove Recapt feedback widget

Strips the third-party Recapt SDK and its floating feedback bubble from
the app. The in-app contact form keeps working via the existing email
channel (/api/support/contact). Drops the Recapt entries from the CSP
and the subprocessor list in the privacy policy.

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

* feat: reject meaningless rättelser in correctEntry

Guard against zero-economic-effect corrections in the storno engine:
- Reject when proposed lines net to zero on every account (e.g. 1930
  debit 100 / 1930 credit 100), which would erase the original posting
  without representing any affärshändelse (BFL 5 kap. 5 §).
- Reject when proposed lines are an exact multiset match of the original
  entry — a rättelse must actually change something.

New MeaninglessCorrectionError wired through bookkeepingErrorResponse
(HTTP 400) and the Swedish error translator.

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

* feat: add date-range picker to resultat- and balansrapport

Adds optional from/to date filtering to the four operational financial
reports (resultatrapport, balansrapport, income-statement, balance-sheet)
so users can view a month, quarter, or custom range inside a fiscal year
without leaving the report. Defaults to YTD; "Hela året" preserves the
prior full-period behaviour (URL-identical, cache-stable).

- trial-balance engine accepts optional fromDate/toDate, rolling prior
  in-period activity into IB and clamping period activity to the window
- 12 API routes accept and validate from_date/to_date query params
- ReportDateRange chip picker persists preset per company, only renders
  on the four relevant tabs
- FiscalYearSelector now emits the period object so the range picker
  has bounds without an extra fetch
- PDF/XLSX filenames reflect the chosen range
- Resultatrapport drops the prior-year column when narrowed (full-year
  vs partial-year would mislead)
- 11 new tests (engine + parser); all existing report tests pass

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

* feat: add support for marking journal entries as "no document required"

- Introduced a new sidecar table `journal_entry_no_doc_required` to track entries that do not require separate documentation (e.g., bank fees, interest).
- Implemented API routes for creating and deleting exemptions, including validation and authorization checks.
- Added a toggle component in the UI to allow users to mark entries as exempt, with an optional reason.
- Updated relevant tests to cover the new functionality, including RLS checks and cascading deletes.
- Enhanced existing schemas and types to accommodate the new `vat_amount` field for supplier invoice items.

* fix: address PR review findings on no-doc-required + VAT changes

- pg-real cascade test wraps DELETE in gnubok.allow_delete='true' txn so the
  immutability trigger bypass fires (mirrors delete_last_voucher RPC).
- Clamp supplier-invoice item vat_amount to <= line_total * vat_rate via Zod
  refinement (with 1-öre rounding tolerance) so the manual override can't
  inflate the 2641 debit beyond the statutory ceiling.
- groupVatByRate falls back to line_total * rate when stored vat_amount is 0
  with a positive rate, so legacy/import paths leaving the column at its
  NOT NULL DEFAULT 0 don't silently understate ruta 48.
- ReportDateRange todayIso() and preset endpoints use local date components
  instead of toISOString() (UTC) — fixes the midnight-to-02:00 off-by-one
  that truncated a day from YTD / this-month / this-quarter for Swedish
  users.
- NoDocRequiredToggle restores the previous reason on failed POST/DELETE so
  the rolled-back toggle state stays consistent with the rendered reason.
- Document the company-scoped (not user-scoped) DELETE authorization policy
  on the no-document-required route.

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

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-28 01:56:09 +02:00
MattssonandClaude Opus 4.7 32d9978f1b Fix/chrome pdf preview csp (#572) 
* feat: add option to exclude year-end closing entries in SIE export and related reports

* delete docs

* fix: allow Chrome's PDF viewer in verifikat document preview

The /api/documents/:id/inline route shipped with
`object-src 'none'` in its CSP, which blocked Chrome's built-in PDF
viewer (it renders inline PDFs via an internal <embed>). Users on
Chrome saw "Det här innehållet har blockerats" when expanding a PDF
attachment in the bookkeeping view; Firefox (PDF.js) and Edge (own
viewer) were unaffected, and JPGs worked because <img> isn't subject
to object-src.

Drops the CSP for this route to the minimum needed for embeddability:
`frame-ancestors 'self'`. X-Content-Type-Options: nosniff plus the
fixed Content-Type from the handler already block MIME confusion;
X-Frame-Options: SAMEORIGIN + frame-ancestors still block clickjacking.

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

* feat(auth): add webmail deep link to email confirmation screens

Mirrors Stripe's signup UX: after asking the user to verify their email,
detect their webmail provider from the domain and show a button that
opens the inbox in a new tab. Gmail gets a from:<sender> search
pre-populated; Outlook/Yahoo/iCloud/Proton open the inbox directly.
Unknown / custom domains fall back to the existing copy.

Sender address is configurable via NEXT_PUBLIC_BRANDING_AUTH_EMAIL_FROM
(default noreply@gnubok.se) so white-label installs can match their
Supabase Auth SMTP config.

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

* fix(auth): unblock first-time password set for BankID users with MFA

Supabase rejects updateUser({password}) and mfa.unenroll with "AAL2 session
is required" whenever a TOTP factor is enrolled. BankID magic-link logins
produce AAL1, and middleware skips MFA enforcement for bankid_linked users,
so they had no path to AAL2 — leaving them unable to set a backup password
or disable MFA without going through the email-recovery escape hatch.

- /api/account/password: branch on app_metadata.has_password. First-time set
  writes via service.auth.admin.updateUserById (no existing credential to
  protect, AAL2 guard does not apply). Change-password keeps the user-session
  updateUser so AAL2 still fires for credential rotation.
- /mfa/verify: accept a safeReturnTo query param and route there after
  successful verify, so step-up flows can land back where they came from.
- SecuritySettings: detect the AAL2 error from both change-password and
  mfa.unenroll and redirect through /mfa/verify?returnTo=/settings/account
  instead of toasting a dead-end error.

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

* Add tests and rounding utility for öre precision in bokslut calculations

- Implemented `roundOre` function for rounding SEK amounts to two decimal places, ensuring consistent monetary calculations.
- Introduced `ORE_TOLERANCE` constant for comparing rounded amounts, facilitating invariant checks in financial entries.
- Created comprehensive tests for `roundOre`, covering typical cases, edge cases, and idempotency.
- Added year-end invariants tests to verify database-level guarantees for closing entries, ensuring they balance to the öre and reject discrepancies.
- Developed end-to-end tests for the dispositions chain, validating the correctness of calculations across various scenarios.

* fix: update PDF rendering to remove Swish QR code generation and set default to disable Swish visibility

* fix: enhance security by rejecting data URIs in safeReturnTo function tests

* fix: improve rounding logic in roundOre function and add customer_type migration

* fix: add customer_type column to customers and enforce CHECK constraint

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-26 22:29:41 +02:00
Jakob WennbergandClaude Opus 4.7 d0fbc2b616 refactor(ui): app-wide UI/UX consistency pass (#436) 
* refactor(ui): app-wide UI/UX consistency pass

Net: +1,159 / −1,373 LOC across 77 files. No new features, no behavior
changes. Locks in a uniform design system across every dashboard surface.

What changed:

- **Foundation**: sidebar width 232→256px (md:w-64), spacing scale locked
  (Tailwind 1/2/3/4/6/8/10/12; 2.5/5 forbidden), card padding p-6 default
  (p-4 for compact metric cards), space-y-8 between page sections.

- **Tables unified**: all 33 thead blocks now share the Resultatrapport
  pattern via shadcn Table primitive (text-[11px] font-medium uppercase
  tracking-wider text-muted-foreground). Hand-rolled <table> instances
  converted where they were data tables; form/edit grids kept distinct.

- **Status badges unified**: every status indicator routes through
  shadcn <Badge variant>. Eliminated raw Tailwind colors
  (bg-amber-100, bg-emerald-500/10, bg-blue-100, bg-purple-100, etc.)
  in favor of the gnubok semantic palette (success=sage, warning=ochre,
  destructive=terracotta).

- **Empty states unified**: list pages migrated from hand-rolled
  "flex flex-col items-center py-12" divs to the EmptyState primitive.

- **Loading skeletons unified**: hand-rolled bg-muted rounded animate-pulse
  divs replaced with shadcn <Skeleton> across 15 files.

- **Touch targets**: 6 back-buttons + edit-pencil + inbox delete bumped
  from 24/32/36px to shadcn's 40px icon default. Added aria-labels on
  9 icon-only navigation buttons.

- **Date formatting**: formatDate() for accounting data (ISO yyyy-MM-dd,
  table-friendly) vs formatDateLong() for metadata (Swedish long form).
  Raw {x.invoice_date} renderings routed through formatDate() in 18 sites.

- **Toast titles**: eliminated 33 generic "Fel" titles. Each toast title
  now carries the action ("Kunde inte skapa lönekörning" etc.) with
  description carrying the error detail.

- **Page-level cleanups**:
  - Dashboard: dropped greeting hero + Snabbåtgärder/Att hantera nav
    duplicates + Visa detaljer collapsible.
  - Reports: 5-col mega-menu replaced with left-rail layout
    (new ReportsNav component).
  - Bookkeeping: fixed layout jump between Verifikationer/Ny verifikation
    tabs (moved FiscalYearSelector inside journal tab).
  - Bookkeeping: added voucher sort (A1 first / latest first) alongside
    existing date sort. Required matching API param sort_by.
  - KPI page: FiscalYearSelector instead of raw <select>; InfoTooltip
    instead of inline info-button toggle; bigger numbers.
  - Salary section: enum values translated to Swedish labels, mobile
    table collapses to Anställd+Netto on <md, KPI typography aligned
    with dashboard.
  - Invoice forms: styled RequiredMark + aria-required, tabular-nums
    on amount inputs.

- **CLAUDE.md**: new "Design System Tokens" subsection documents the
  locked spacing scale, primitives table, typography rules, date helpers,
  and forbidden patterns so future contributors don't drift.

Tests: 2,906 passing (unchanged). Lint: unchanged from main baseline.

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

* fix: address PR review feedback (Greptile + compliance bot)

- **formatDate / formatDateLong timezone fix**: switch from new Date() to
  parseISO. Bare yyyy-MM-dd strings are now parsed as local midnight rather
  than UTC midnight, eliminating the off-by-one display in west-of-UTC
  timezones flagged by Greptile.

- **DashboardContentProps cleanup**: removed unused firstName and settings
  fields from the interface, and the corresponding fetch (profiles table)
  + computation in app/(dashboard)/page.tsx. The greeting was dropped in
  the dashboard cleanup; these props were dead weight.

- **Voucher sort behavior documented**: extended the comment in the journal
  entries API route to explain why voucher sort intentionally uses strict
  fiscal_period_id filtering (BFL 5 kap 6–7 §§ — voucher numbers are
  series-scoped within a fiscal year). The row-count delta between date
  sort and voucher sort is now a documented design choice.

- **delete_last_voucher migration + draft-delete test included**: the UI
  already shipped the "Radera utkast" path in the previous commit; this
  pulls in the backing RPC migration that allows draft deletes (with the
  full safety logic — drafts skip series/period checks since they have
  voucher_number=0, posted entries go through the existing unchanged
  path). This was originally meant for a separate PR but the UI shipped
  half the feature without it.

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

* chore(migration): rename to match applied version

The function delete_last_voucher is already applied to the production DB
under version 20260509103736 (verified via pg_get_functiondef — exact
byte-for-byte match to file content). The previous file timestamp
20260509120000 would cause a fresh `supabase db push` to attempt re-applying
under a different version row. Renaming the file aligns local tracking
with what the database actually has.

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

* fix: address compliance bot findings (payroll label + VAT visibility)

- sick_karens label: drop "(första sjukdagen)" qualifier. Per sjuklönelagen
  6 §, karensavdrag is a single calculated amount (20% of one week's
  sjuklön) deducted from the first sick day's pay — not bounded to the
  first day. The qualifier could mislead users when the first sick day
  and return-to-work span a weekend. Swedish-payroll bot recommendation.

- Omvänd skattskyldighet badge: variant outline → warning. The reverse-
  charge indicator is compliance-critical (ML 16 kap) — missing it leads
  to incorrect input VAT deduction. Outline was too subtle; warning's
  ochre fill matches its semantic weight.

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

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-11 16:34:07 +02:00
Jakob WennbergandClaude Opus 4.7 8aff6dc684 fix(dashboard): container leaks after extension workspace navigation (#414) 
* fix(dashboard): keep container in sync with route after extension navigation

The shared (dashboard)/layout.tsx picked between the centered max-w-5xl
chrome and the full-width extension wrapper based on a server-side
pathname header. App Router caches shared layouts across sibling-route
navigations, so whichever branch was rendered on the first server pass
stuck on subsequent client navigations until a hard reload.

In practice this only mattered because /e/* is the first route family
that opts out of the centered card — visiting the invoice-inbox
workspace and then clicking back to /, /transactions, etc. left the
unconstrained h-full wrapper in place, and the dashboard rendered
edge-to-edge.

Move the conditional into a small client component that subscribes to
usePathname(). The hook re-runs on every navigation, so the wrapper
className always tracks the current route.

The layout still reads x-pathname for the isNoCompanyAllowed redirect
check; that path only fires on the initial server render and isn't
subject to the soft-navigation issue.

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

* refactor(dashboard): drop redundant nullish guards on usePathname

Per Greptile review on #414. usePathname() in App Router always returns
a string, so the optional chaining and ?? false were dead.

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

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-07 14:19:11 +02:00
Jakob WennbergandClaude Opus 4.7 b9a2ce522b chore: post-bankid redirect, recapt feedback, TIC SPAR enrichment (#400) 
* chore: post-bankid redirect, recapt feedback, TIC SPAR enrichment

- BankID login + register now redirect to /select-company so the picker
  shows freshly enriched CompanyRoles from the current session.
- New lib/support/submit-feedback util prefers window.recapt feedback
  widget when present, falls back to /api/support/contact. SupportLink
  uses it and hides itself in sandbox companies via new isSandbox flag
  on CompanyContext (+ useCompanyOptional hook).
- TIC enrichment re-requests SPAR alongside CompanyRoles now that both
  types are enabled on the tenant; enrichment shape logged PII-free
  (booleans/counts only). Tests cover the SPAR+CompanyRoles path.
- Skatteverket api-client: 15s AbortSignal timeout on outbound requests.
- Swedish compliance review CI: bump REVIEW_MODEL to claude-opus-4-7.

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

* chore: keep compliance review model on sonnet-4-6

Reverts the opus-4-7 bump from the previous commit per request.

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

* fix(tic): don't persist SPAR PII to extension_data

The previous commit started requesting SPAR alongside CompanyRoles and
wrote the full enrichment payload (incl. personnummer, full name, home
address, birth date, gender) verbatim to extension_data.value — a plain
JSON column. Personnummer is already hashed + encrypted in
bankid_identities, so the extension_data row was an unencrypted PII
duplicate exposed to anyone with read access to the table.

No consumer (middleware, /select-company, createCompanyFromTicRole)
reads any SPAR field today; they only read companyRoles. Persist a
sanitized blob of { companyRoles, enrichedAtUtc } instead. SPAR is
still requested from TIC (and its shape logged PII-free) so enrichment
completes; if address pre-fill ships later, those fields should be
encrypted before storage.

Also drop the dead `null` branch from SubmitFeedbackResult.channel —
every code path returns 'recapt' or 'email'.

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

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-06 13:43:06 +02:00
Mattsson fa7d4075cf Supp/invoice bfl errors (#390) 
* feat(accounting): update accounting method validation and messaging for aktiebolag and enskild firma

* Remove AI subsystem and related code

- Deleted AI proposals and requests persistence logic from `lib/ai/proposals/persist.ts`.
- Removed re-validation logic for proposals in `lib/ai/proposals/re-validate.ts`.
- Cleaned up schemas related to AI flows in `lib/api/schemas.ts`.
- Removed AI-related fields from bookkeeping engine in `lib/bookkeeping/engine.ts`.
- Eliminated AI event types from `lib/events/types.ts`.
- Updated tests to reflect the removal of AI-related functionality in `lib/extensions/__tests__/sectors.test.ts`.
- Adjusted initialization logic in `lib/init.ts` to exclude AI proposal handler registration.
- Cleaned up transaction ingestion logic in `lib/transactions/ingest.ts` to remove AI flow checks.
- Updated helper functions in `tests/helpers.ts` to remove AI-related settings.
- Removed AI-related types and interfaces from `types/index.ts`.
- Added migration script to drop AI-related tables and settings from the database.

* fix(migrations): ensure foreign key constraint is dropped before removing AI tables

* feat(invoice-inbox): implement deterministic invoice field extraction and inbox provisioning

- Added `extract-invoice-fields.ts` for extracting fields from PDF invoices using regex and pdfjs-dist, replacing the previous AI classifier.
- Introduced `inbox-provisioning.ts` to manage company inbox addresses and rotation of inboxes using Supabase RPCs.
- Created `resend-inbound.ts` for handling inbound email events and attachments via the Resend API.
- Defined the extension manifest for the invoice inbox, specifying required environment variables and descriptions.
- Migrated database schema to remove AI-related columns and tighten the status enum in `invoice_inbox_items`.

* feat(invoice-inbox): remove AI-specific columns and tighten status enum

* fix(skattekonto): remove manual entry creation reference from transaction input

* fix(schemas): remove accounting method validation for aktiebolag in UpdateSettingsSchema
 2026-05-05 09:53:37 +02:00
MattssonandClaude Opus 4.7 064fb7f7a9 Add/white label (#381) 
* feat(branding): add BrandingService with default-preserving env layer

Introduce lib/branding/service.ts mirroring lib/email/service.ts. Defaults
match current gnubok values exactly, so production behaviour is unchanged
unless an env var (NEXT_PUBLIC_BRANDING_*, BRANDING_*) or extension override
(via registerBrandingService) is set.

Resolution order: defaults < env vars < extension override.

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

* feat(branding): route root layout, manifest, and PWA assets through branding service

- app/layout.tsx now reads title, description, themeColor, and apple-touch-icon
  from getBranding() instead of hardcoded values.
- public/manifest.json replaced by dynamic app/manifest.ts so PWA name,
  short_name, description, theme_color, background_color, and icon paths
  are resolved at request time.

The manifest now serves at /manifest.webmanifest (Next.js convention for
the metadata file route). The previous /manifest.json URL is no longer
populated; nothing in core references it after this commit.

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

* feat(branding): route email service and templates through branding service

- resend-service.ts: From line uses getBranding().appName instead of
  hardcoded "Gnubok" in both the with-fromName and bare cases.
- invite-templates.ts: subject, HTML header, body, plain text, and the
  team-invite variants all read from branding (sentence case in prose,
  uppercased for the styled <p> header).
- consent-notification-templates.ts: signature fallback (companyName ||
  branding) for both HTML and plain text variants.

Defaults preserve the exact current strings ("Gnubok", "GNUBOK", "gnubok"
in their respective contexts) so no email content changes for production.

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

* feat(branding): route OAuth consent page through branding service

The MCP OAuth consent page rendered for Claude Desktop / Claude.ai
connector flows now reads the app name from getBranding() for both the
HTML <title> and the body copy. Default still produces "gnubok" in
lowercase prose, matching current behaviour.

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

* feat(branding): route auth, dashboard, and onboarding text through branding service

Replace user-visible "gnubok" / "Gnubok" references with calls to
getBranding(). Touches:

- Auth pages (login, register, mfa/enroll): logo src/alt, MFA TOTP
  friendlyName.
- Onboarding (companies/new, invite, sandbox, WelcomeOnboarding,
  Step2CompanyDetails, NewUserChecklist, BankIdCompanyPicker,
  ArcimMigrationWorkspace): logo, headings, error/help text.
- Dashboard fallback (companyName="gnubok") and settings (backup copy,
  ApiKeysPanel MCP connector name + login note, CompanyDangerZone,
  retention-notice).
- API routes (support contact subject prefix, enable-banking consent
  email companyName fallback, AI inbox receipt-request appUrl,
  pain001 messageId prefix).
- MCP server "open the gnubok web app" review message.
- Salary/reports filings (AGI Programnamn, KU10 Programnamn,
  payslip footer, full-archive system metadata, SRU #PROGRAM line).

Internal identifiers (cookie names gnubok-company-id /
gnubok-invite-token, API key prefix gnubok_sk_, invite token prefix
gnubok_inv_, MCP tool names, npm package gnubok-mcp, GNUBOK_API_KEY
env name) are deliberately left unchanged — they're stable contracts
that whitelabels must not break.

Defaults match current behaviour exactly.

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

* feat(branding): support legal page field-level swaps for entity and contact

Privacy and DPA pages now interpolate appName, legalEntity, and
privacyEmail from the branding service instead of hardcoding "Gnubok",
"Arcim", and "privacy@gnubok.se". Page metadata uses generateMetadata()
so titles also reflect the brand.

lib/support.ts now falls back to getBranding().supportEmail when
SUPPORT_RECIPIENT_EMAIL is unset, so a single BRANDING_SUPPORT_EMAIL
env var configures both the support form recipient and the displayed
support address.

Whitelabels with a different legal jurisdiction or entirely different
DPA text should override the page route from an extension. Phase 1
intentionally only supports field-level swaps.

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

* docs(branding): add WHITELABEL.md and example branding extension

WHITELABEL.md: fork checklist, env var reference, the "do not change"
list (cookies, API key prefixes, invite token prefixes, MCP tool names,
gnubok-mcp npm package, GNUBOK_API_KEY env name), out-of-scope items,
the upstream sync workflow YAML to copy into a fork, conflict avoidance
guidance, and a verification checklist.

extensions/general/_example-branding/: copy-paste starter extension with
index.ts (commented placeholder values for registerBrandingService),
manifest.json, and README.md. Disabled by default (not added to
extensions.config.json); whitelabels cp the folder, edit, and enable.

sectors.test.ts: bumped expected extension count 12 -> 13 to account
for the new starter extension on disk. The generated registry is
unchanged because the example is disabled.

The sync workflow YAML is documented inline in WHITELABEL.md rather
than checked in as a workflow file. It's only meaningful in a fork --
gnubok itself has nothing to sync from.

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

* fix(branding): address PR review — lazy support email + escape brand in HTML/XML

Three issues from code review:

P1 — lib/support.ts: SUPPORT_RECIPIENT_EMAIL was a module-level const,
evaluated at import time before extensions register branding overrides
via ensureInitialized(). Convert to getSupportRecipientEmail() lazy
accessor; update the only caller in app/api/support/contact/route.ts.
Extension-supplied supportEmail values now route correctly.

P2 — app/api/mcp-oauth/authorize/route.ts: appName was interpolated
into the consent page HTML without escapeHtml(), inconsistent with
the existing escaping of companyName. Wrap appName.toLowerCase() in
escapeHtml() at use sites in <title> and the body paragraph.

P2 — lib/salary/agi/xml-generator.ts and lib/salary/ku/ku10-generator.ts:
appName placed inside <gem:Programnamn> / <Programnamn> XML elements
without escapeXml(), the helper already used for other admin-controlled
fields in the same files. Wrap accordingly to prevent malformed XML if
a brand name contains XML reserved characters.

All admin-controlled inputs only — no user-exploitable path. Defense in
depth, not a known incident.

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

* fix(branding): security follow-up — lazy metadata, SRU/email header sanitization

Self-audit after the PR review surfaced four more concerns. Fixes them
with the same defense-in-depth posture as the prior review fixes.

1. app/layout.tsx — same eager-evaluation class as P1 support.ts. The
   module-level `const branding = getBranding()` froze branding before
   extensions registered, so extension-based overrides for title,
   description, themeColor, and apple-touch-icon silently never applied.
   - Convert to generateMetadata() / generateViewport() (lazy, run per
     request, see extension-registered overrides).
   - Inline getBranding() inside RootLayout for the apple-touch-icon
     href so it picks up overrides too.
   - Add ensureInitialized() at module level so extensions are loaded
     before the first metadata call. Mirrors the API route pattern.

2. app/manifest.ts — same class. The dynamic manifest function reads
   getBranding() per request, but if the manifest is requested before
   any other module has triggered ensureInitialized(), extensions are
   still unloaded. Add ensureInitialized() at module level.

3. lib/reports/ink2/sru-generator.ts — appName interpolated into the
   SRU `#PROGRAM` directive without sanitization. SRU's reserved char
   is `#` (directive marker) and CRLF injects new directives. Wrap in
   the existing sanitizeString() helper to match the pattern used for
   other admin-controlled fields in this file (#NAMN, #ADRESS, etc.).

4. extensions/general/email/lib/resend-service.ts — appName and the
   user-controlled fromName both flow into the From header. Resend's
   API does its own validation, but defense in depth: strip CRLF and
   angle brackets via a small sanitizeHeaderPart() helper before
   building the header string. fromName was a pre-existing surface;
   appName is new with this whitelabel work.

All four are admin-controlled inputs (env vars or extension code),
not user-exploitable. No known incidents — defense in depth, and
correctness for extension-based whitelabels.

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

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-04-29 16:32:26 +02:00
Jakob WennbergandClaude Opus 4.6 b387a77bfd chore: remove Sentry, consolidate migrations, add test coverage (#244) 
* chore: remove Sentry, consolidate migrations, add test coverage

Remove @sentry/nextjs and all Sentry integration code — error tracking
now handled by Recapt. Consolidate 22 incremental migrations into a
single schema sync migration. Add 6 new test suites (auth, invoice
matching, VAT rules, opening balances) and extend report tests with
edge cases. Update Docker image name to gnubok, sync crontabs and
extension presets, fix CSP missing space, simplify journal entry
missing-document dialog.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: remove viewer bank import migration never applied to production

20260413150000_viewer_bank_import_permissions.sql (PR #234) was merged
to main but never applied to the production database. It references
current_active_company_id() which does not exist in production either.
This breaks fresh installs and Supabase preview branches because the
migration runs before the consolidated schema sync.

Remove it so the migration chain matches production. The viewer bank
import RLS policies should be re-added in a future migration alongside
the helper functions they depend on.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: correct delete policies for tables without company_id column

Seven tables in the generic delete-policy loop don't have a direct
company_id column, causing fresh installs to fail with "column
company_id does not exist". Fix by moving them out of the loop:

- invoice_items, journal_entry_lines, receipt_line_items,
  supplier_invoice_items → join through parent table
- extension_toggles, notification_settings, push_subscriptions →
  user-scoped (auth.uid() = user_id)

All policies match their existing production definitions.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-04-15 10:52:00 +02:00
Mattsson a1a816b4a5 Delete features (#218) 
* Implement company and account deletion features

- Add event types for company and account deletion to CoreEvent.
- Enhance Supabase middleware to handle company context resolution and cookie management for archived companies.
- Create API routes for deleting accounts and companies, including necessary validations and event emissions.
- Implement tests for account and company deletion endpoints to ensure proper functionality and error handling.
- Add retention notice component to inform users about bookkeeping data retention during destructive actions.
- Create database migrations to support soft deletion of companies and anonymization of user accounts, ensuring compliance with retention laws.

* feat: enhance account deletion process and update user notifications

* Add service client for onboarding completion check and update escape hatch visibility

* Enhance invite flow and email handling for company members

* Refactor company context and RLS policies for active company isolation

- Update `switchCompany` to remove unnecessary revalidation as client handles navigation.
- Revise `getActiveCompanyId` to prioritize `user_preferences` and validate against non-archived memberships.
- Modify `setActiveCompany` to ensure `user_preferences` is the authoritative source while maintaining cookie compatibility.
- Enhance middleware to resolve active company using `user_preferences` and fallback to first non-archived membership.
- Introduce new API route `/api/company/current` to fetch the active company ID for cross-tab synchronization.
- Implement `CompanyTabSync` component for real-time active company enforcement across tabs.
- Create migration for RLS policies to enforce single-active-company isolation using `current_active_company_id()`.

* feat: implement viewer role enforcement for write permissions

- Added `useCanWrite` hook to determine if the current user has write permissions based on their role in the active company.
- Updated various components (JournalEntryForm, CustomerForm, DeadlineForm, etc.) to disable write actions and show a lock icon with a tooltip for users without write permissions.
- Introduced `requireWritePermission` function to enforce write permissions at the API level, returning a 403 response for viewers.
- Created tests to verify the behavior of the viewer role and write permissions.
- Added database migration to enforce read-only access for viewers at the database level.
 2026-04-11 17:06:32 +02:00
Mattsson bf5a8d9195 Fix/multiple company (#203) 
* Refactor onboarding and dashboard logic; add silent team creation for users

- Removed unnecessary useCompany context in DashboardContent and SettingsSidebar components.
- Simplified onboarding setup logic to allow direct access to the dashboard for users without companies.
- Introduced WelcomeOnboarding component to handle user onboarding steps.
- Added migration to create silent teams for all users at signup, backfilling existing users without teams, and cleaning up incomplete companies.

* fix: update greeting logic and improve email handling in TIC extension

* Redirect to onboarding for users without companies and update onboarding flow

* Build issue fix

* Enhance onboarding experience by adding existing companies check
 2026-04-09 11:54:12 +02:00
MattssonandClaude Opus 4.6 0dd1f5ebc1 feat: multi-tenant company refactor (GNU-19) (#153) 
* feat: multi-tenant company refactor (GNU-19)

Introduce companies table, company_members, and user_preferences to
support multiple companies per user. All data scoping changes from
user_id to company_id across the entire codebase.

Key changes:
- Database migration: new tables, company_id on 40+ tables, backfill,
  RLS rewrite from user_id to company-member-based, updated RPCs
- Types: Company, CompanyMember, CompanyRole, UserPreferences types;
  company_id added to all entity interfaces; companyId on all events
- Engine: all 7 core functions take companyId; storno, period, year-end
  services updated; 16 report generators updated
- Middleware: company context resolution (cookie → prefs → first company)
- API routes: ~120 routes updated with requireCompanyId()
- Frontend: CompanyProvider context, layout/dashboard/onboarding updated
- Extensions: context factory, 9 extensions, all lib files updated
- Tests: 1880 tests passing, all helpers updated with company_id defaults

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add database migrations for multi-tenant company and team system (GNU-19)

Adds company_invitations, company creation RPC, team_members, account
deletion RPC, and teams table refactor migrations. Updates base
multi-tenant migration with cascading FKs and onboarding_step column.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add team types and update core infrastructure for multi-tenancy (GNU-19)

Adds TeamRole, MemberSource, and Team types. Refactors Supabase service
client to be stateless, updates middleware for team-aware routing, extends
CompanyContext with team/role fields, and updates extension service types
to accept companyId.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* refactor: thread company_id through business logic functions (GNU-19)

Replaces user_id scoping with company_id across all lib modules:
bookkeeping, documents, transactions, invoices, reconciliation, tax,
deadlines, and import. Updates corresponding tests.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* refactor: thread company_id through API routes and extensions (GNU-19)

Updates all existing API routes to extract and pass companyId. Updates
enable-banking and arcim-migration extensions for company-scoped
transaction ingestion and sync.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add company and team management API routes (GNU-19)

Adds CRUD endpoints for company members, company invitations, team
members, and team invitations. Includes invite token utilities, email
templates, and company switch server action.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add team/company UI components, pages, and dashboard updates (GNU-19)

Adds CompanySwitcher, ConsultantEmptyState, Step0RoleChoice, company
members and team management panels. Updates dashboard layout for
team-aware routing, onboarding for multi-step role choice, and auth
callback for team invite acceptance. Ignores supabase/.branches/.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: add null guards for company in import page (GNU-19)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: move appUrl declaration to outer scope in invite route (GNU-19)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: add optional chaining for company.name in members section (GNU-19)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: add optional chaining for second company.name in members section (GNU-19)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: add null guards for company in extension components (GNU-19)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: pass companyId to executeSIEImport in arcim-migration extension (GNU-19)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: update tests to use companyId instead of userId and improve type handling

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-31 16:41:52 +02:00
Jakob WennbergandClaude Opus 4.6 f3ae3cd361 feat: event log, pending operations, and MCP staging (#135) 
* feat: event log, pending operations, and MCP staging

- Event log system: persist bus events to event_log table for external
  automation platforms. Batch insert for transaction.synced. Daily
  cleanup cron at 02:00 UTC.
- Pending operations: MCP write tools (categorize, create customer,
  create invoice) now stage to pending_operations instead of executing
  directly. Users review and commit/reject from /pending in the web UI.
- Granskning page: card-based review UI with expandable previews,
  commit/reject dialogs. Only shown in nav when pending ops exist.
- Commit route re-executes using core lib functions (no extension
  imports). Guards against stale state (double-commit, deleted entities).

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: stage new MCP write tools after main merge

Add staging for 4 new write tools from #133:
- mark_invoice_paid, send_invoice, mark_invoice_sent,
  match_transaction_invoice
- Expand pending_operations CHECK constraint
- Add commit executors with full execution logic
- Add UI labels and generic preview component
- Remove confirm parameter from categorize (single-call staging)
- Fix UUID in pending op title (fetch transaction description)
- Hide Granskning nav when no pending ops

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: address PR review feedback

- Fix TS build error: use `select('*, customer:customers(*)')` for
  match_transaction_invoice to avoid array type inference
- Add status guard to commitSendInvoice (prevents duplicate sends)
- Replace auth.admin.getUserById with user email from session auth
- Restore optimistic lock check in commitMatchTransactionInvoice
- Fix tool description typo: expense_software → expense_office

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-26 10:07:36 +01:00
Jakob WennbergandClaude Opus 4.6 cf77adaa0a refactor: remove extension toggle system — compiled-in extensions are always active (#59) 
The runtime toggle system (extension_toggles table, API routes, hooks, UI components)
added unnecessary complexity. Extensions controlled via extensions.config.json at build
time are now always active for all users. This removes ~835 lines of toggle-related code
including API routes, DB queries, the ExtensionToggleButton component, useEnabledExtensions
and useExtensionToggle hooks, and the toggle-check module. AI consent gating remains
unchanged.

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-20 09:31:29 +01:00
Jakob WennbergandClaude Opus 4.6 e18b8dc789 feat: BFL-compliant descriptions, cancelled status, and TIC company lookup (#57) 
* fix: include reversed entries in all reports (general ledger, trial balance, VAT, SIE, NE, INK2)

Reversed entries (storno) must appear alongside their original posted entries
in reports for a complete audit trail. Previously, filtering by status='posted'
excluded them, causing discrepancies when corrections had been made.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: semi-manual invoice payment booking with editable journal lines

When marking an invoice as paid, users now see a dialog where they can:
- Choose which bank/cash account the payment goes to (1910, 1920, 1930, etc.)
- Review and edit the proposed journal entry lines before committing
- The happy path remains fast — lines are pre-filled correctly

Implementation:
- Pure proposePaymentLines() function for line computation (accrual + cash)
- PaymentBookingDialog with AccountCombobox, balance validation, date picker
- API accepts optional custom lines, falls back to auto-generation without them
- 18 tests (8 unit + 10 API) all passing

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: address Greptile review — validation fallback, balance check, error handling

- P1: Return 400 on invalid body instead of silently falling back to
  auto-generated lines (split JSON parse from schema validation)
- P1: Add server-side balance check for custom lines before committing
  (debit must equal credit, totalDebit > 0)
- P2: Wrap PaymentBookingDialog init() in try/catch with toast on
  failure and auto-close instead of silent empty state
- Add 2 new tests: unbalanced lines → 400, invalid schema → 400

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: OAuth callback redirect for local dev and timeout resilience

- Pass redirectUri dynamically from NEXT_PUBLIC_APP_URL so OAuth
  callbacks work on localhost (not just production)
- Encode consentId/provider in OAuth state (base64url JSON) so the
  callback doesn't depend on session storage
- Add skipAuth flag to extension API routes for OAuth callbacks
  (external provider redirects have no user session cookie)
- Wrap AbortError in descriptive timeout messages in arcim-client
- Make preview endpoint resilient to partial failures (company info
  and SIE fetch are individually non-blocking)
- Simplify login page (remove unused magic link auth mode)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: create journal entry before marking invoice as paid

Move journal entry creation before the invoice status update so that
if accounting fails, the invoice is not permanently marked paid without
a corresponding entry. Previously the error was silently swallowed.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: update mark-paid tests for journal-first ordering

Reorder mock queue to match new flow (settings before update), update
failure test to expect 500 instead of silent success, add try-catch
with proper error response in route handler.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add reverse charge VAT (ruta 20-32) and improve mobile UX across dashboard

Add full reverse charge (omvänd skattskyldighet) support to the VAT declaration:
- Map accounts 2614/2624/2634 to ruta 30/31/32 for self-assessed output VAT
- Calculate purchase bases (ruta 20-24) from supplier invoices by supplier type
- Include ruta 30-32 in ruta 49 formula and totalOutputVat summary
- Display reverse charge section in reports UI and composition chart
- Add comprehensive test coverage for all reverse charge scenarios

Improve mobile UX across the app:
- Convert nav drawer to bottom sheet with drag handle and safe area padding
- Add mobile card layout for PaymentBookingDialog journal lines
- Replace settings tab pills with dropdown selector on mobile
- Make wizard step indicators responsive (collapsed on mobile)
- Ensure all dialog footers stack buttons full-width on mobile
- Add 44px minimum touch targets throughout
- Make onboarding buttons full-width on mobile

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: address Greptile review — indentation, query efficiency, tab dedup

- Fix misleading try-block indentation in mark-paid route
- Filter reversed entries at DB level (.eq('status', 'posted')) instead
  of fetching then discarding in memory
- Extract shared settingsTabs array so mobile Select and desktop
  TabsList stay in sync automatically

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add resilience fallbacks, Arcim retry logic, and client tests

Add FallbackPrompt component and integrate it across banking and migration
error states so users always have a manual import escape hatch. Add retry
with exponential backoff to Arcim API client for transient failures (429,
502, 503, 504) and timeouts. Expand import page deep-linking with ?mode=
parameter. Add persistent error banner on settings page for bank connection
failures. Include 18 new tests for the Arcim client covering retry, backoff,
pagination, timeout, env validation, and singleton resource unwrapping.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: address Greptile review — setActiveTab, test cleanup, redundant clearTimeout

- Add missing setActiveTab('banking') when handling bank_error query
  param so the error banner is actually visible (P1)
- Guard env-var cleanup with try/finally in arcim-client tests to
  prevent state leakage on assertion failure (P2)
- Only mock retry-range setTimeout delays in backoff test, letting
  AbortController timers pass through real setTimeout (P2)
- Remove redundant clearTimeout in catch block — finally handles it (P2)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add BFL-compliant counterparty names to journal descriptions and cancelled entry status

Journal descriptions now include customer/supplier names for traceability
(e.g. "Kundfaktura 1001, Foretag AB"). Failed draft entries are marked as
'cancelled' instead of deleted, respecting immutability constraints.
Includes DB migration for the new journal_entries status value.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: address Greptile review — Swedish typos, missing source type, trigger and reversal cleanup

- Fix Swedish spelling: leverantor → leverantör in all supplier description prefixes
- Add supplier_credit_note to supplierSourceTypes in VAT declaration so credit
  notes correctly reduce reverse-charge bases (ruta 20–24)
- Mark orphaned concurrent reversals as cancelled instead of attempting deletion
  that the immutability trigger blocks
- Allow posted → cancelled transition in trigger for orphaned reversal cleanup
- Restrict cancelled entry line trigger to DELETE-only (block INSERT/UPDATE)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: use main's Step3TaxRegistration (onboarding restructured in PR #54)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* chore: retrigger Greptile review

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add TIC company lookup extension, extension nav items, and legacy toggle fallback

Introduces the TIC (Bolagsuppgifter) extension for automatic company data lookup
via org number during onboarding. Adds dynamic extension nav items in the sidebar,
legacy general extension fallback for toggle checks, and company lookup type
definitions in core.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: address Greptile review — restore push-notifications, filter nav by toggles, fix timeout error name

- Restore push-notifications to LEGACY_GENERAL_EXTENSIONS (was silently
  dropped when extracting the shared constant)
- Remove tic and arcim-migration from legacy defaults (new extensions
  should not default to enabled for all users)
- Filter getExtensionNavItems() against user's enabled extensions so
  disabled extensions don't appear in the sidebar
- Fix AbortSignal.timeout() error name check — Node.js throws
  TimeoutError, not AbortError

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: add all bundled extensions to legacy defaults (email, arcim-migration, tic)

Bundled extensions configured in extensions.config.json should default
to enabled. Adds email, arcim-migration, and tic alongside the
existing legacy defaults so they are accessible without explicit
toggle rows.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-19 15:31:56 +01:00
Jakob WennbergandClaude Opus 4.6 2ad8731dc9 feat: arcim migration wizard UX, import fixes, Sentry setup (#22) 
* feat: import system improvements, INK2 fix, and Swedish text corrections

- SIE parser: Windows-1252 and CP437 encoding detection and decoding
- Bank file parser: add Nordea Business (Företag) CSV format
- Bank file parser: improve format detection for SEB, Länsförsäkringar, generic CSV
- INK2 engine: calculate årets resultat (7222) from income statement for open fiscal years
- Dashboard: parallel Supabase queries, simplified dashboard page
- Fix Swedish characters (å, ä, ö) in BAS data descriptions, validation messages, AI consent disclosures
- Import wizard UI improvements across all steps
- Migration: add 'bas_range' match type to sie_account_mappings constraint
- Extensive new tests for SIE parser encoding and bank file parser

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: arcim migration wizard UX fixes, Sentry setup, and extension scaffolding

Arcim migration wizard improvements:
- Progress bar now excludes non-interactive steps (migrating/result)
- Fix OAuth text to match target="_blank" behavior (new tab, not redirect)
- Display month names instead of "Månad X" in preview
- Fix Swedish typo "förifylla" in no-company-info message
- Replace native checkboxes with shadcn Switch in options step
- Add ConfirmationDialog before starting migration
- Show progress percentage during migration
- Add "Nästa steg" guidance and navigation links in result step
- Add "Försök igen" button in error state (returns to options)
- Add Bokio company ID help text (GUID from URL)
- Add Fortnox integration add-on hint on connection failure

Also includes: SIE import system improvements, INK2 fixes, Swedish text
corrections, Sentry error tracking setup, and arcim-migration extension
scaffolding.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: address PR review feedback

- Fix OAuth error recovery blank page (restore provider from URL params)
- Pass real userId to MigrationWizard instead of empty string
- Remove ~50 debug console.log statements from sie-import.ts
- Fix comment referencing account 3740 → 3741

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-13 16:24:54 +01:00
Jakob WennbergandClaude Opus 4.6 a1ca96453c feat: mobile UX improvements across dashboard (#9) 
* feat: mobile UX improvements across dashboard pages

- Responsive layouts with stacked mobile forms and grid desktop views
- Safe area handling (viewportFit cover, bottom nav insets, main padding)
- Touch-friendly dialogs, tabs, and page headers
- Mobile nav drawer open/close animation
- Dashboard layout parallel Supabase queries
- SIE parser: handle quoted VER/TRANS fields
- Skip account override for template-based transaction booking

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: address PR review feedback from Greptile

- Fix nav drawer close timer race condition with useRef + clearTimeout
- Show locked VAT rate as read-only label on mobile instead of hiding it
- Remove dead bottom-16 class overridden by inline style

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-11 15:36:52 +01:00
MattssonClaude Opus 4.6greptile-apps[bot]
 		109f860e22 Sandbox (#8) 
* feat: add sandbox infrastructure — migration, types, and middleware

Add database migration for sandbox support:
- Add `is_sandbox` boolean column to company_settings
- Update 4 enforcement trigger functions (journal entry immutability,
  journal entry line immutability, retention enforcement, document
  deletion blocking) to bypass checks for sandbox users
- Add `cleanup_sandbox_user()` SECURITY DEFINER function that handles
  FK-safe deletion order (document_attachments → journal_entry_lines →
  journal_entries → supplier_invoices → auth.users cascade)
- Add `cleanup_expired_sandbox_users()` function that loops over
  sandbox users older than N hours with per-user error handling

Update TypeScript types:
- Add `is_sandbox: boolean` to CompanySettings interface
- Add `is_sandbox: false` to makeCompanySettings() test factory

Update middleware:
- Add `/sandbox` to public routes so the landing page is accessible
  without authentication

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: add sandbox landing page, seed API, cleanup cron, and banner

Sandbox landing page (app/sandbox/page.tsx):
- Client component matching the existing auth page aesthetic
- Auth check: if logged in as real user, shows message to use incognito
- Otherwise shows feature overview (invoices, transactions, bookkeeping,
  reports) with "Starta sandbox" button
- On click: signInAnonymously() → POST /api/sandbox/seed → redirect
- Uses window.location.href for full page load (ensures middleware
  picks up new session cookies)

Seed API (app/api/sandbox/seed/route.ts):
- POST handler gated to anonymous users only (403 for real users)
- Idempotent: returns { seeded: false } if company_settings exists
- Seeds ~40 rows: profile, company_settings (is_sandbox: true,
  onboarding_complete: true), chart of accounts (via RPC),
  fiscal period, 3 customers (Swedish business, EU business,
  individual), 4 invoices (paid/sent/overdue/draft), 4 invoice
  items, 2 posted journal entries with 5 lines, 8 transactions
  (3 categorized, 2 income, 3 uncategorized), 2 deadlines
- Journal entries inserted directly (not via engine) to avoid
  event emission, using next_voucher_number() RPC

Cleanup cron (app/api/sandbox/cleanup/cron/route.ts):
- GET handler with CRON_SECRET Bearer token auth
- Creates service role Supabase client
- Calls cleanup_expired_sandbox_users RPC (24h default)

Sandbox banner (components/dashboard/SandboxBanner.tsx):
- Amber bar with dismiss button (client state, reappears on reload)
- Text: "Sandlådemiljö — dina data raderas automatiskt efter 24 timmar"
- "Skapa konto" link to /register

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: integrate sandbox into dashboard — banner, nav, settings safeguards

Dashboard layout (app/(dashboard)/layout.tsx):
- Fetch is_sandbox from company_settings
- Render SandboxBanner at top of page for sandbox users
- Pass isSandbox prop to DashboardNav
- Hide RecaptIdentify analytics for sandbox users

Root page (app/page.tsx):
- Same sandbox banner and isSandbox prop treatment as dashboard layout
  (root page has its own layout, not wrapped by (dashboard)/layout)

DashboardNav (components/dashboard/DashboardNav.tsx):
- Add optional isSandbox prop
- Change logout button text to "Avsluta sandbox" when isSandbox
- Redirect to /sandbox instead of /login on logout for sandbox users
- Applied to both desktop sidebar and mobile drawer logout buttons

Settings page (app/(dashboard)/settings/page.tsx):
- Hide "Bank (PSD2)" tab entirely for sandbox users — prevents
  connecting real bank accounts from a temporary anonymous session
- Hide "Radera konto" card for sandbox users — account auto-deletes
  via cron, and the delete flow requires email confirmation

Vercel config (vercel.json):
- Add sandbox cleanup cron at 04:00 UTC daily
  (/api/sandbox/cleanup/cron)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: remove audit trigger for non-existent tax_codes table

Migration 018 referenced public.tax_codes which was never created
(migration 012 is a placeholder). This caused failures when running
migrations from scratch on a fresh database.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: remove ALTER FUNCTION for 3 non-existent functions

Removed search_path pinning for create_invoice_with_items,
seed_asset_categories, and update_reconciliation_session_counts —
none of these functions were ever created in any migration.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: remove ALTER for generate_invoice_number (created in later migration)

The function is created in migration 20260306 with search_path already
set, but migration 20260304 tried to ALTER it before it existed.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* Fixed redirect issue

* Update app/api/sandbox/seed/route.ts

Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>

* Update app/api/sandbox/seed/route.ts

Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>

* Update app/sandbox/page.tsx

Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>

* Fixed catch block issue

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
 2026-03-11 14:54:53 +01:00
Jakob WennbergandClaude Opus 4.6 50bf7b3b0f feat: remove ai-chat extension from hosted version, move chat widget to bottom-right 
Remove ai-chat from extensions.config.json and docker/extensions.hosted.json
(kept in self-hosted config). Remove ChatWidget imports from dashboard layout
and root page. Reposition chat widget FAB and panel to bottom-right corner.
Regenerate extension registry.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-05 12:13:58 +01:00
Jakob WennbergandClaude Opus 4.6 497ef876bb feat: add Recapt analytics, remove push-notifications extension, UI fixes 
- Integrate Recapt session tracking with user identity in dashboard layout
- Remove push-notifications extension from settings, panel registry, and toggle list
- Fix journal entry preview overflow on narrow viewports
- Update transaction manual booking button label
- Clarify invoice email error message to reference env vars

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-05 10:12:26 +01:00
Jakob WennbergandClaude Opus 4.6 66a4027f1e feat: BAS data overhaul, currency revaluation, expenses, UI polish, and cleanup 
- Update BAS account catalog with comprehensive SRU codes and K2 flags
- Add currency revaluation service with tests and API route
- Add expenses page and account deletion API
- Enhance booking templates with new patterns and improved tests
- Improve transaction categorization with template picker and description matching
- Polish dashboard, onboarding, import, and transaction UIs
- Refactor year-end service for multi-step closing
- Move SRU generator to ne-bilaga, remove standalone SRU export
- Remove unused dev docs, mock data, and extension hooks
- Add invoice delivery note sequences migration

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-04 14:19:56 +01:00
Jakob WennbergandClaude Opus 4.6 aabe527f68 feat: improve UX across reports, navigation, invoicing, and settings 
- Reorganize reports page from flat 11-tab bar into 4-column categorized
  grid (Bokslut, Skatt & moms, Huvudböcker, Avstämning)
- Move Import from Övrigt to Finans nav group for better discoverability
- Merge standalone Marketplace link into Tillägg section as "Utforska fler..."
- Rename abbreviated "Lev.fakturor" to full "Leverantörsfakturor"
- Add uncategorized transaction count badge to nav (desktop pill + mobile dot)
- Strengthen credit note confirmation with destructive styling and
  type-to-confirm pattern requiring exact invoice number
- Clarify invoice send vs mark-sent with "Skickad manuellt" label,
  visual hierarchy, and explanatory helper text
- Show Banking and Notifications settings tabs always, with placeholder
  message and link to extensions when not enabled

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-02-27 15:11:03 +01:00
Emil 026497ed75 Added extension functionality 2026-02-21 11:39:45 +01:00
Jakob Wennberg e8743e6e03 New base 2026-02-19 14:32:54 +01:00
Jakob Wennberg a25d10a528 Initial copy from influencer-biz 2026-02-13 14:00:46 +01:00