Commit Graph
4 Commits
Author SHA1 Message Date
MattssonandClaude Opus 4.8 53e343ee92 Bug/invalid imports (#1146)
* feat: add Accounted MCP namespace

* fix(bookkeeping): stop flagging verifikat whose underlag lives on a referenced supplier invoice

The missing-underlag surfaces only accepted a document directly linked to
the entry, so payment verifikat for supplier invoices (doc on the
registration entry per design) and entries whose doc was pinned to the
bank transaction before matching were falsely flagged; opening the entry
showed the referenced doc and cleared the warning client-side, and it
came back on reload.

- verifikat_without_documents + transactions_without_documents now treat
  an entry as covered when a supplier invoice referencing it (registration
  or payment FK, or a supplier_invoice_payments row) carries a document
  anchored to a journal entry (BFL 5 kap 7 paragraf hänvisning till
  underlag; anchoring required because the WORM deletion guards key on
  document_attachments.journal_entry_id)
- match-supplier-invoice routes (dashboard + v1) propagate the
  transaction's pinned document onto the payment verifikat, mirroring the
  categorize route; migration backfills rows already written (open
  unlocked periods, company-guarded, never steals a linked doc)
- /api/documents/counts, the transactions-page badges, the bulk "Inget
  underlag krävs" count and the push-notification scheduler share the
  same reference-aware predicate, so every surface agrees with the RPC
- counts route validates journal_entry_ids as UUIDs (they are
  interpolated into a PostgREST or-filter)

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

* fix(transactions): align table columns flush with page edges

Collapse the checkbox gutter column to zero width and hang the
hover-revealed checkbox/expand chevron in the page margins, drop the
outer padding so DATUM sits flush left and STATUS flush right, and
tuck the overflow-menu dots under the middle of the STATUS header.
Applied to both the inbox and history tables so they stay identical.

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

* fix(arsredovisning): tie anlaggningstillgangar note to booked depreciation

The ARL 5:8 roll-forward note recomputed depreciation from its own
day-based linear formula (365.25/12 month length, non-inclusive day
count, linear only), drifting ~20 kr per year per asset from the
ledger-driven resultat- and balansrakning and misstating non-linear
methods entirely. Note figures now come from posted
depreciation_schedules rows (the same source disposeAsset reverses),
falling back to the engine's computeAnnualDepreciation when nothing is
posted; pre-onboarding opening balances iterate prior years through
the engine. Adds a note-vs-trial-balance tie-out warning (accounts
1000-1299, over 1 kr) surfaced before download.

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

* refactor(stripe): move connect and sync surface from settings to import page

Stripe's transaction feed is a continuous import source in the same
category as the PSD2 bank connection, so its connect/sync surface now
lives on the import page as a source card (mode=stripe), gated
"kommer snart" on hosted like before; self-hosted keeps the full panel.

- Import page: Stripe card after Koppla bank, renders the existing
  StripeSettingsPanel via the settings-panel registry
- OAuth callback and panel cleanup return to /import?mode=stripe
- Settings > Betalningar retired: nav item removed, route redirects,
  PaymentsSettingsContent deleted, legacy ?tab=payments mapped
- New import.stripe_* strings in sv+en; dead settings_nav.payments removed

Crons and sync logic unchanged; payment-link settings stay in the
invoicing section.

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

* fix(underlag): paginate missing-underlag cron and harden doc-surface queries

Resolve PR review findings on bug/invalid-imports:
- notification-scheduler: fetchAllRows on all 5 global reads; past 1000 rows
  the capped reads produced false "saknade underlag" notifications
- bulk-missing: LOOKUP_CHUNK 300->150 so the twice-embedded .or() id list
  stays under the PostgREST URL limit
- bulk-missing + transactions page: UUID-guard the .or()-interpolated id
  lists, matching documents/counts
- match-supplier-invoice (dashboard + v1): log documentId/journalEntryId on
  the non-fatal doc-link warning
- well-known/oauth-protected-resource: document the tool_namespace allow-list
- messages/en: reword stripe_description
- DECISIONS.md: record the asset ibAck tie-out and Tailwind !important calls

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

* fix(tic): convert registrationDate from Unix seconds to millisecond epoch in lookup and profile tests

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Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-24 15:03:50 +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
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 Opus 4.8 4dfd790de5 feat(bookkeeping): Ny verifikat modal, ledger-style list, SIE no-underlag exemptions (#698)
* feat(bookkeeping): Ny verifikat modal, ledger-style list, SIE no-underlag exemptions

Verifikat UX
- "Ny verifikat" opens in a modal (NewJournalEntryDialog) instead of an inline tab;
  the review step renders inline in the dialog rather than stacking a second dialog.
- JournalEntryForm: konteringsrader are the focus, with a compact pre-filled metadata
  bar (datum/serie/text/valuta/period) on top; verifikationstext auto-fills from the
  first row's account.
- JournalEntryList: belopp shown on collapsed rows; expanded view is an aligned
  Konto/Benämning/Debet/Kredit table.

SIE imports no longer flood "Att hantera: saknade underlag"
- Import gains an opt-in (off by default) toggle to mark imported verifikat as "Inget
  underlag krävs"; a "Rekommenderas vid migrering" badge nudges it for historical years.
- Multi-select batch-mark in the list for selective cleanup.
- Filter-scoped bulk mark (POST /api/bookkeeping/no-doc-required/bulk-missing): marks
  every missing-doc verifikat matching the active filters across all pages, with a
  dry_run count to confirm scope — the scalable remedy for a post-import flood.
- Shared helper markEntriesNoDocRequired + per-entry batch route.

Tests: no-doc helper, batch route, bulk-missing route.

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

* fix(bookkeeping): address PR #698 review findings

- JournalEntryForm: restore the explicit "no underlag" acknowledgement in the
  modal's inline review. When no document is attached, the confirm button reads
  "Bokför utan underlag" (BFL 5 kap 6-7 §§), equivalent to the blocking dialog the
  non-bare flow shows — the bare path no longer posts behind only a passive banner.
- batch no-doc route: guard the ownership query with source_type IN
  NEEDS_DOC_SOURCE_TYPES so a crafted request can't exempt non-document-requiring
  entries (defense in depth on top of company + posted scoping).
- bulk-missing route: resolve doc/exemption status by querying only the candidate
  ids (chunked) instead of loading the company's full document_attachments and
  journal_entry_no_doc_required tables into memory — data minimisation + bounded
  memory for large migrations (the most-repeated reviewer finding).

Triaged as non-issues (left as-is): partial-import exemption (gated on
result.success == zero errors), reason write-back (sidecar row is FK-linked and
carries the reason), and "bulk-exempting manual entries" (consistent with the
existing per-entry NoDocRequiredToggle). No DB migration — reuses the existing
journal_entry_no_doc_required table.

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

* fix(bookkeeping): centralize bulk-missing date/series validation in Zod

Move the ISO-date and verifikationsserie format checks into the Zod schema so
malformed input is rejected with a clean 400 instead of being silently nulled
(or, for a shaped-but-invalid date, throwing a 500 via fetchAllRows). The date
refinement rejects values like 9999-99-99 / 2026-02-30 that a bare
/^\d{4}-\d{2}-\d{2}$/ regex lets through. Addresses the PR #698 reviewer nit on
split schema-vs-runtime validation. +2 route tests.

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

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Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-08 20:41:30 +02:00