fce6faff2c05d9a3889b07ea35c2000eb9d486b2
7 Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
 Mattsson
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db8983ba9e |
Add/bokslut (#718)
* feat(arcim-migration): Briox provider with SIE-over-API import - Briox auth via account ID + application token (no app-level credentials); both tokens rotate on refresh and are persisted - New sie-fetcher pulls the general ledger as SIE through the provider API for Fortnox, Briox and Bjorn Lunden - Wizard stops on a failed SIE import and surfaces the real errors instead of proceeding to the misleading migrate-guard message - PROVIDER_SIE_ONLY_FORTNOX renamed to PROVIDER_SIE_NOT_SUPPORTED; new PROVIDER_TOKEN_INVALID for rejected provider credentials Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(bookkeeping): per-line accruals (periodisering) on invoices and supplier invoices Defer revenue/costs per invoice line to 29xx/17xx interim accounts with automatic monthly dissolution (nightly cron + catch-up at registration), schedule cancellation on credit, year-end auto-detect exclusion for already-scheduled invoices, invoice-inbox service-period extraction for prefill, and an MCP tool to list schedules. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(bokslut): iXBRL arsredovisning generation and Bolagsverket digital filing Generate the annual report as iXBRL from a generated taxonomy registry (K2 element lists, taxonomy:generate/check scripts + CI guard), expose it via the fiscal-period API, and add the bolagsverket extension for digital submission to eget utrymme with webhook-driven status tracking (submissions table + pg tests, lifecycle events, year-end wizard UI). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * test(mcp): raise origin-guard test timeout to 20s The dynamic import pulls in the full server module; the parse alone flirts with the 5s default under full-suite parallel load. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * Add new scripts and documentation for K2 AB taxonomy generation and validation - Introduced `generate-taxonomy-registry.ts` to automate the generation of the iXBRL taxonomy concept registry from official element lists and tuple models. - Added `validate-ixbrl.mjs` for validating generated iXBRL reports against the official taxonomy package using Arelle. - Included new documentation files: - `k2-ab-arsredovisning-elementlista-2024-09-12_rev20250312_sv.xlsx` - `tuple-innehallsmodell-arsredovisning-k2-2024-09-12.xlsx` - `taxonomi-paket-2024-09-12_rev20250312.zip` * Add tests for bookkeeping accruals dissolution and supplier invoices - Implement tests for the POST /api/bookkeeping/accruals/[id]/dissolve route, covering success and error scenarios. - Add tests for the DELETE /api/supplier-invoices/[id] route, including authentication checks and validation of invoice deletion conditions. - Introduce tests for the Arcim migration provider client, ensuring token handling and error classification. - Create tests for the Bolagsverket extension, validating submission role enforcement and environment settings. - Add Zod schemas for Bolagsverket response payloads to ensure proper validation. - Implement tests for MCP server's list accrual schedules, confirming registration and scope mapping. - Add consistency tests for IXBRL document generation, ensuring duplicate facts and XML escaping are handled correctly. - Introduce typed domain errors for accrual schedules to improve error handling in the service. - Add tests for resolving consent with Briox token refresh concurrency, ensuring proper token management and error handling. * fix(tests): update payload size guard comments to reflect recent changes in tool descriptions and ceiling adjustments * fix(gitattributes): mark generated JSON files in bokslut taxonomy as linguist-generated * feat(migrations): add backfill for invoices.journal_entry_id and fallback for next_voucher_number user_id * feat(bokslut): enhance compliance and financial processing features with new submission details and security measures --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Jakob Wennberg
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0521c385d2 |
feat(transactions): underlag status badges + attach dialog; auto-expire stale pending ops (#712)
* feat(transactions): per-row underlag status + attach-document dialog
- New "Matcha mot underlag" dialog on /transactions (inbox pick or fresh
upload), the tx→doc mirror of the Documents view's matcher
- Per-row Underlag/Underlag saknas badges on booked history rows, driven
by computeJeUnderlagStatus — same posted-only, exemption-aware scope as
the worklist count so badge and count never disagree
- attach-document route + commit dispatcher now propagate the doc onto
the verifikation when the tx is already booked (BFL 5 kap 6 §), with a
409 guard for docs consumed by a different verifikation, idempotent
re-attach (no same-value rewrite under period lock), and an honest 409
when the period-lock trigger blocks the propagation
- Booking-dialog doc links also pin the doc to the transaction row
(first linked doc wins) via the link route's new transaction_id param
messages/{sv,en}.json also carries the strings for the pending-ops
expiry UI that lands in the next commit.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* feat(pending-operations): auto-expire stale staged operations after 30 days
- New daily cron (02:30 UTC, vercel.json + both docker crontabs) flips
>30-day-old pending ops to rejected with the dispatcher's
{ auto_rejected: true, reason: 'expired' } result_data shape — rows are
never deleted, the table is the audit trail
- /pending renders an "Utgick automatiskt" badge + detail line for these,
orders terminal tabs by resolved_at so a fresh expiry sweep isn't
buried, and adds a first-time-reviewer explainer
- Origin labels spell out where a proposal came from (AI chat, MCP key,
API, cron) instead of the raw actor_label
- agent_chat actor type added to PendingOperationActorType/AuditLogEntry
(DB CHECK already widened in 20260519090000) and to the agent filter
- ApprovalCard notes that ignoring a proposal is safe
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* docs(mcp): surface the client telemetry marker in connect instructions
Tag the connector URLs shown in ApiKeysPanel, the connect-claude doc and
the gnubok-mcp README with ?client=<surface> (claude-connector /
claude-code) and GNUBOK_CLIENT=claude-desktop for the npm bridge.
Telemetry-only — the server already reads the param/header; this just
lets us measure which Claude surface connected.
The claude mcp add copy blocks quote the URL: an unquoted ? in the query
string trips zsh globbing ("no matches found").
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* review: fix stale-closure badge flip + zod-validate link route body (PR #712)
- handleDocumentAttached read journal_entry_id off the render-time
transactions snapshot; if the list changed while the attach dialog was
open the optimistic badge flip was silently skipped. Read it off the
dialog's own subject (attachDocTx) instead.
- POST /api/documents/[id]/link now validates the body against the new
LinkDocumentSchema (uuid-strict, all four fields) instead of a bare
presence check on journal_entry_id — same canonical VALIDATION_ERROR
envelope. Test fixtures switched to real UUIDs accordingly.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
---------
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
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Mattsson
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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 |
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Mattsson
|
64bbeb4021 |
Fixed user issues (#559)
* Fixed user issues * feat: add personal_number column to customers for individual identification * feat: add personal_number field to makeCustomer function for enhanced customer identification * feat: add personal_number column with constraint check for customer identification |
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Mattsson
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e211ab31be |
UI/settings api mcp (#524)
* feat(voucher): add create voucher and correct entry previews; update commit methods * feat: add support for pending operations in API key scopes and OAuth client management - Introduced new API key scopes for reading and approving pending operations. - Updated the scope groups to include pending operations. - Added new tools for listing and managing pending operations. - Implemented OAuth client registration and revocation endpoints. - Created a UI panel for managing OAuth clients, including registration and revocation. - Added tests for pending operations tools and OAuth allowlist functionality. - Implemented a database migration for OAuth client registrations with appropriate policies and constraints. * feat: Implement OAuth client registration rate limiting and enhance security measures - Added IP-based rate limiting to the OAuth client registration endpoint to prevent enumeration attacks. - Introduced a service-role client for allowlist lookups, ensuring trust boundaries are maintained. - Updated error responses to be uniform across different types of redirect URI validation failures. - Enhanced tests to reflect changes in OAuth scope handling, ensuring fallback to read-only scopes when no scopes are provided. - Improved handling of high-risk pending operations, requiring explicit confirmation for approvals. - Added audit logging for OAuth client revocations and pending operation approvals/rejections to maintain a security audit trail. - Refactored API key scope management to include default read-only scopes for OAuth-issued keys and added segregation-of-duties checks. * feat: add recurring invoice scheduling functionality - Implemented recurring invoice schedules with a new database schema. - Created API routes for managing recurring invoices (GET and POST). - Added cron job to automatically generate invoices based on schedules. - Developed service functions for computing next run dates and executing schedules. - Added tests for the new functionality, including validation and success cases. - Introduced error handling for various scenarios in the invoice creation process. * feat: refine VAT rate validation and enhance recurring invoice handling |
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Jakob Wennberg
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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> |
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Jakob Wennberg
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b5b004509d |
feat: add Docker support with self-hosted and hosted presets
Multi-stage Dockerfile (Node 22 Alpine), docker-compose for self-hosted and hosted deployments, CI workflow for GHCR publishing, runtime env var substitution, and cron sidecar with supercronic. Aligns hosted extension preset with dev config (enable-banking, ai-categorization, ai-chat, email). Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |