* feat(parties): Kontakter register, suggestion queue, dossier and merge
Phase 1's two surfaces on top of the parties substrate:
- /parties page: one list with the five-way switch (Alla, Kunder,
Leverantörer, Förslag, Bara i bokföringen), search, a 12-month/all
period picker, and at most one attention line. Confirmed rows show
roles as muted text, rhythm, underlag, dominant account and money.
Observed rows are computed and never stored; a generic band keeps
unattributed spend visible.
- Suggestion queue: a reason per row, hard-key rows pre-ticked, bulk
confirm behind one dialog, dismiss on hover, undo on the toast.
- Dossier slide-over: Pengar, Bokföring, Vad Accounted vet (facts and
identities with source and count), Underlag och verifikat, Historik.
- Merge dialog with a visible, swappable survivor and undo.
- API: GET /api/parties, GET /api/parties/[id], POST suggest, decide,
decide/undo, merge, merge/undo (withRouteContext, Zod, 15 tests).
- Migration 20260903090000: decide_parties snapshots the reason it
clears; undo_party_decisions reverses confirm/dismiss within 30 days;
decision kind 'undo'.
- The pipeline runs after SIE import and provider migration (non-blocking)
so a migrant's register is full on arrival.
- Nav entry under Register; sv/en strings.
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
* fix(parties): pass explicit interpolation values to next-intl
next build's type check rejects a typed interface where the translator
wants an index-signature record.
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
* fix(parties): retry label on the load-failed state
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
* fix(parties): hard keys for companies without org number, readable names, look-alikes at read time
- get_ledger_key_evidence dropped every document for a company whose own
org number is NULL (the self check compared against NULL). Replaced in
20260903100000 with a coalesced comparison; pg test covers it.
- Display names come from the printed name on documents, otherwise from
the voucher text with the AP/AR prefix and supplier number removed.
- Look-alike parties (same core, or one core extending the other by whole
words: Fortnox / Fortnox Finans) are detected when the register is read,
never stored, and feed the Dubblett? chip and the merge dialog.
- Queue shows Intäkt beside Kostnad; dossier hides zero money rows and
formats bankgiro/plusgiro; merge dialog cancels with Avbryt; no
synchronous setState inside effects.
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
* feat(parties): link every new supplier and customer to a party on write
The backfill covered the rows that existed on 2026-09-02; 108 rows
created since had no party and never reached the register. A BEFORE
INSERT/UPDATE trigger on customers and suppliers now calls ensure_party
on every write path at once: find-or-create by org number inside the
company, never by name; a private customer gets a kind=person party
without any number; a nameless row stays unlinked; a foreign party id is
refused with the same error as the composite foreign key; a link to a
merged party follows the chain to the survivor; the clear that ON DELETE
SET NULL performs is kept. ensure_party lets the trigger act for the
row's owner (pg_trigger_depth() > 0); the RPC path is unchanged. The
migration also links the rows created since the backfill.
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
* fix(parties): dossier hides dismissed parties and follows merges to the survivor
The register hid archived parties while the dossier still served them by
id, and a merged party's dossier pointed at a dead row. Superagent P2 on
#2206; three unit tests.
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
* chore(parties): move the role-link migration past main's 20260903110000
Two files with one version would collide in schema_migrations.
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
* feat(parties): confirm suggestions into Leverantörer and Kunder, no third noun
Founder decision after the walkthrough: users know two words. The page
becomes the queue 'Förslag från bokföringen' with 'Bara i bokföringen'
beside it; the Kontakter nav entry and the Alla/Kunder/Leverantörer
views go. Each suggestion shows what it becomes (Blir), read from the
ledger side and changeable per row; confirming calls promote_parties,
which creates the supplier and/or customer row from the party's facts,
never a duplicate, and is undoable for 30 days through
undo_party_promotions (the created rows are archived, the party returns
to the queue). Leverantörer and Kunder carry the one attention line that
leads here. The dossier offers Lägg upp som leverantör / som kund.
Migration 20260903130000, 5 pg tests, route and unit tests updated.
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
* fix(parties): write bankgiro and plusgiro the way the supplier form does
Identities are stored as digits; suppliers carry 5317-0900.
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
* feat(parties): fetch registry facts from SCB into the dossier
SCB granted API access today (certificate + password, layouts Je and
Ae). This adds the first registry enricher of phase 3:
- lib/parties/scb: config from env (SCB_API_CERT_PFX_BASE64,
SCB_API_CERT_PASSWORD), an mTLS transport on node:https, the mapping
of every documented Je variable to a labelled fact, and a client whose
wire format sits in one file because SCB replaces the API this month.
Legal persons only: a sole trader's org number is a personnummer.
- Migration 20260903150000: record_party_facts(company, user, party,
source, facts, fetched_at) refreshes unchanged values, supersedes
changed ones, never touches other sources. pg test.
- POST /api/parties/[id]/enrich: 503 when not configured, 400 for a
sole trader, 502 when SCB fails, fills an empty legal name. 7 tests.
- Dossier: 'Hämta uppgifter' button (gated on configuration) and the
registry rows with 'SCB · datum' as their source line.
- scripts/scb/discover.ts prints the live variable list, code tables and
one lookup so the request shape is checked against the real API.
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
* fix(parties): SCB client on the live wire format, mapper on the real Je row
Verified against the API on 2026-09-03: an identity lookup is one filter
(Variabel 'OrgNr (10 siffror)', Operator ArLikaMed) without status keys,
and the row carries '<name>, kod' beside SCB's own text. The mapper now
reads those columns, prefers SCB's text, and adds turnover band, seat
names and Skatteverket registration. The AB Volvo row is the fixture.
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
* fix(parties): registry legal name outranks the document one, never a person's
Survivorship from the plan: user > registry > document. The dossier's
legal-name row now carries 'SCB · datum' when the registry is the source.
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
* fix(parties): VAT number from the moms flag, one primary action, one source line
Founder review of the SCB dossier:
- A Swedish company registered for moms has VAT number SE + org number
+ 01 by construction, so the registry's moms flag yields the number;
it fills an empty vat_number on the party and shows in the Momsnr row
instead of 'Saknas'.
- The 'Registrerad hos Skatteverket' row said nothing (true for every
legal person) and is gone.
- Five buttons became one primary (the role the ledger suggests) and a
menu with the rest; the per-row 'SCB · datum' notes became one group
line 'Från SCB · hämtat datum'.
- A postal-code-only address (large companies) is labelled as such.
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
* fix(parties): do not repeat the county when it equals the municipality
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
* feat(parties): SCB picker for parties without an org number
'Hitta i företagsregistret' in the dossier menu opens a picker: SCB is
searched on the party's name (prefix first, contains as fallback, counts
before rows, capped at 25, natural persons and estates excluded, active
companies first). The user chooses; the org number is recorded as a fact
with source 'user' and set on the party, then the normal fetch runs, so
every later fetch is by number. A number another live party holds is
refused with a pointer to it. One match is still shown, never auto-picked.
The transport retries once on a dropped connection (seen live).
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
* fix(parties): a picked org number shows in the queue's reason and counts as a hard key
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
* fix(parties): SCB search tightened after a batch of real supplier names
Twenty-five prod supplier names and twenty org numbers across every
legal form went through the search and the lookup:
- total is what the picker can offer, not SCB's raw count (Eismann
counted one row and offered none, a natural person);
- foreign legal forms stay in the query: they are part of the registered
name and dropping them floods (Schmidt GmbH became 167 Schmidts);
- a fusion or delning in progress is no longer a warning (Fortnox AB and
Avanza Bank trade normally under 'Fusion pågår'); distress and
disappearance codes still are.
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
* chore(parties): move the four queue migrations past main's 20260903170000
Main merged 20260903120000_skattekonto_transactions_realtime_publication
with the same version as the role-link trigger; the preview database
refused the duplicate key. All four now sit after main's newest so the
set applies in one ordered run on prod.
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
* chore(parties): move record_party_facts after the queue migrations
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
* chore(parties): move record_party_facts to a version after tonight's collisions
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
---------
Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
Jakob Wennberg
22b98e0a3b