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9 Commits

Author SHA1 Message Date
Mattsson 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>
 2026-06-12 16:35:30 +02:00
Mattsson 8979f6eda3 Bug/year end failure (#575) 
* feat: implement findNextPeriod function and integrate into year-end closing logic

* feat: add integrity check for PDF documents and enhance user feedback for corrupt files

* Refactor year-end service and period creation logic for improved UTC handling and error messaging

- Update `validateYearEndReadiness` to assert on stable warning messages without interpolating period names.
- Modify `createNextPeriod` to ensure date calculations are performed in UTC, preventing DST-related issues.
- Enhance error handling in `validateYearEndReadiness` and `executeYearEndClosing` to avoid exposing database details.
- Introduce structured error messages for year-end processes in `structured-errors.ts`.
- Add tests for document integrity checks, ensuring proper authentication and error handling.
- Implement GUC checks in document versioning to prevent unauthorized modifications and ensure company membership.
- Update migration scripts to reflect changes in document immutability enforcement.

* fix: add comment to clarify GUC behavior in document supersession logic
 2026-05-27 14:19:30 +02:00
Mattsson a2a556d837 Bug/UI wrong display (#573) 
* fix(dashboard): exclude credit notes from unpaid invoices widget

Credit notes (status='sent', negative total) were summed into the
"Att få betalt" widget, producing confusing negative totals like
"2 st, -38 625 kr". Filter them out via credited_invoice_id IS NULL,
matching the existing pattern in reminder-processor and the AR ledger.

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

* fix(documents): harden PDF preview and upload validation

- JournalEntryAttachments: switch inline PDF preview from <iframe> to
  <object type="application/pdf">. Mirrors the AttachmentPreviewSheet
  fix from #572 — Chrome's frame pipeline intermittently surfaced
  "Det här innehållet har blockerats" on iframes even with permissive
  CSP. <object> invokes the PDF plugin directly. crbug.com/271452.

- /api/documents/:id/inline: resolve Content-Type via file extension
  when mime_type is null or application/octet-stream. Legacy uploads
  landed with empty File.type from some drag sources; combined with
  the new X-Content-Type-Options: nosniff header on this route,
  Chrome refused to render valid PDFs. Extension fallback covers
  every legacy row without a DB backfill.

- /api/documents POST: surface DB-trigger period-lock errors as a
  400 DOC_UPLOAD_PERIOD_LOCKED with a Swedish reason. Previously
  every catch was bucketed into DOC_UPLOAD_STORAGE_FAILED (500 /
  "Filen kunde inte sparas") which hid the real cause from users
  attaching to verifikationer in closed/locked fiscal periods.

- document-service: add validateDocumentMagicBytes() that inspects
  the first bytes for valid PDF/PNG/JPEG/WebP headers (PDF tolerates
  a leading UTF-8 BOM). Wired into uploadDocument() and
  createNewVersion() so every upload path is protected — UI, MCP,
  and future email/webhook ingestion. Defends against agents that
  send a base64-encoded text placeholder instead of real binary
  bytes via the gnubok_upload_document MCP tool, which produced
  tiny (15-561 byte) "PDFs" that failed to render in Chrome and
  in external viewers.

Tests use a minimal valid PDF buffer (%PDF-1.4 … %%EOF).

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

* feat(arsredovisning): emit ÅRL-required notes and FTE-weighted medelantal

Five compliance gaps fixed in the K2 and K3 noter builders:

- Anläggningstillgångar roll-forward per ÅRL 5:8 § — per-category IB
  anskaffningsvärde, tillkommande, avgående, UB and accumulated
  avskrivningar movement (was only emitting avskrivningstider).
- Långfristiga skulder förfallande efter mer än fem år per ÅRL 5:13 §.
- Ställda säkerheter and Eventualförpliktelser as separate notes per
  ÅRL 5:14-15 § (K2 previously combined them).
- Koncernförhållanden per BFNAR 2016:10 kap. 19 / BFNAR 2012:1 kap. 8.

Replaces medelantal anställda — the old query filtered employees by an
is_active column that doesn't exist, so the note never emitted. Now
uses an FTE-weighted day-based average per ÅRL 5:20 §.

Six disclosure fields persist on arsredovisning_narratives as per-period
overrides; the UI extends the existing förvaltningsberättelse editor
with a "Lagstadgade upplysningar" subsection sharing the same Spara
button — no new pages, no settings changes.

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

* fix(invoices): respect vat_registered=false and hide personnummer for B2C

- PDF address block no longer prints org_number for individual customers
  (GDPR data minimization; ML 17 kap 24§ requires name + address only).
- Wire company_settings.vat_registered through the rule helpers, invoice
  creation API, preview-pdf API, and the new-invoice form so a non-VAT-
  registered seller cannot charge VAT (ML 1 kap. 1§). The PDF suppresses
  the empty "Moms 0%" row and shows a dedicated "Företaget är inte
  momsregistrerat" notice instead of the ML 3 kap. exempt notice.
- Engine unchanged: 'exempt' treatment already routes to 3004/3100 and
  skips VAT lines.

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

* fix(settings): remove approval rules from sidebar and routes

* fix(invoices): ensure vat_registered defaults to true for invoice previews and API

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-27 11:01:53 +02:00
Mattsson ce3af4d17e Fix/multiple domain issue (#401) 
* feat: enhance invoice management and immutability checks

- Update InvoiceDetailPage to prevent deletion of drafts with assigned invoice numbers, providing user feedback.
- Modify the invoice conversion API to ensure invoice number allocation occurs only after successful item insertion and proforma cancellation.
- Implement structured error responses for invoice deletion, ensuring only drafts without assigned numbers can be deleted.
- Add comprehensive tests for invoice deletion and conversion scenarios, including edge cases for draft invoices.
- Introduce immutability checks in the document management system to prevent unauthorized changes to linked documents.
- Create SQL migration to enforce document metadata immutability, ensuring compliance with accounting regulations.

* fix(invoice): prevent invoice number consumption on PDF render failure

* feat: add document journal entry immutability enforcement for delete_last_voucher RPC

* fix(invoice): implement rollback for orphan invoices on proforma cancel failure

* fix(document): extend immutability trigger to protect journal entry links
 2026-05-06 14:08:38 +02:00
Mattsson 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 Wennberg a088df436e fix: document service hangs in API-key auth contexts (#85) 
* fix: use caller's supabase client in ensureDocumentsBucket

The bucket check was creating its own cookie-dependent service client
via createServiceClient(), which calls `await cookies()`. This hangs
in API-key auth contexts (MCP server) where no cookie store exists.

Now uses the caller's supabase client instead — both uploadDocument()
and createNewVersion() already receive a service-role client. Removes
the unused createServiceClient import.

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

* fix: use cookieless service client in ensureDocumentsBucket

ensureDocumentsBucket() needs a service-role client for storage admin
operations (getBucket/createBucket). Previously it used createServiceClient()
which calls `await cookies()` — this hangs in API-key auth contexts
(e.g. MCP server) where no cookie store exists.

Now uses createServiceClientNoCookies() internally, which provides a
service-role client without cookie dependency. This is correct for all
callers: both web API routes (which pass user-level clients) and the
MCP server (which passes a cookieless service client) — bucket admin
always requires service-role regardless of the caller's auth context.

Also cleans up stale test mock that referenced the removed import.

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

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-03-22 21:50:13 +01:00
Jakob Wennberg 03b569d708 refactor: consolidate extension system to general-only with manifest-driven architecture 
- Remove all sector-specific extensions (construction, ecommerce, export,
  hotel, restaurant, tech) — only general-purpose extensions remain
- Move NE-bilaga and SRU export from extensions to core reports (lib/reports/)
- Move moms-box-mapping from extensions/export/shared to lib/vat/
- Replace per-extension API routes with catch-all dispatcher
  (app/api/extensions/ext/[...path]/route.ts)
- Add manifest.json for each extension with metadata, env vars, and deps
- Add api-routes.ts pattern for extension-defined API endpoints
- Add code generation scripts (generate-extension-registry, create-extension)
- Add extensions.config.json for opt-in extension loading
- Add extensions.schema.json for config validation
- Add email service interface with noop default (lib/email/service.ts)
- Add CI workflow (core-build.yml) to verify core builds with zero extensions
- Add migration 045: expand account_type CHECK for untaxed_reserves
- Update CLAUDE.md with comprehensive extension system documentation
- Update all report engines and bookkeeping services for new imports
- Clean up extensions.schema.json to only list existing extensions

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-02-26 14:32:56 +01:00
Emil ce66a21010 feat: add document bucket auto-creation, extension defaults, and chat widget on dashboard 
Auto-create documents storage bucket on first upload. Default legacy general
extensions to enabled when no toggle row exists. Add ChatWidget to dashboard
root page with open-ai-chat event support and AI assistant quick action.
Add ensureInitialized to supplier invoices route for event emission.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-02-23 13:00:16 +01:00
Jakob Wennberg cdf1dcc4c8 New Base func 2026-02-19 09:48:02 +01:00