98d0c7f2d0
* fix(salary): align pain.001 salary file with the Swedish domestic bank dialect Verified against the Swedish Common Interpretation of ISO 20022 (Bankforeningen, Common Payment Types in Sweden, Appendix 1 Example 4: Salaries) and Nordea Corporate Access pain.001 examples v2.6 (2026-06-22), and XSD-validated against the official pain.001.001.03 schema: - drop SvcLvl SEPA (SEPA credit transfers are EUR-only; omitting SvcLvl gets the domestic NURG default) - drop RmtInf (not allowed for SALA salary payments; the beneficiary statement text comes from the Dataclearing LON code) - address employees domestically: clearing as CdtrAgt ClrSysMmbId SESBA, account WITHOUT clearing as CdtrAcct Othr with SchmeNm BBAN - share the clearing/account split (Swedbank 5-digit shift, Nordea personkonto prefix dedup) between the LB and pain.001 generators via splitDomesticBankAccount, fixing pain.001 duplicating the personkonto clearing - clamp MsgId/PmtInfId/InstrId/EndToEndId to Max35Text with the per-tx counter surviving truncation; carry the org number on Dbtr - return 400 from the pain001 route on an invalid clearing instead of emitting a broken file Also includes two unrelated decision-log lines from the parallel revisor-review session (DECISIONS.md is a shared append-only log). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(nav): surface the year-end chain in the sidebar Add Periodiseringar, Arsredovisning (aktiebolag only) and Inkomstdeklaration (INK2 for AB, NE-bilaga for EF) to the Skatt & bokslut group, in workflow order. Entity gating via a new entityOnly flag on NavItem; isActive carve-outs extended so exactly one row lights up for the new routes. Driven by an external revisor review that concluded these features did not exist because none of them were reachable from the nav. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(stripe): Stripe Connect integration behind config gate Connect OAuth per company (only the acct_ id is stored), automatic single-use Payment Links on invoice send, deterministic payment settlement against 1686 (BAS moved acquirer receivables 1580 -> 1686), payout booking with reverse-charge fees (6570 + 4535/4598 + 2645/2614), and a 15-minute sync cron. Non-deterministic events land as needs_review, never guessed at. Fully dark without STRIPE_CONNECT_CLIENT_ID: connect returns 503, the send hook and cron no-op, and the settings page shows 'Kommer snart' (hosted) until the Connect platform is verified. Self-hosted keeps the honest not-configured message. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(deadlines): add shared completeTaxDeadline and fix dead AGI deadline auto-complete generate-declaration.ts has updated non-existent columns (type/period/ status) since inception, so the arbetsgivardeklaration deadline was never auto-completed. Replace with a shared helper targeting the real schema (tax_deadline_type/tax_period/is_completed), also used by the kvittens crons and moms handlers in the follow-up commit. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(rot-rut): import Skatteverket beslutsfil and record decisions on payout requests Parse the beslutsfil JSON from Skatteverkets rot/rut e-tjanst and record godkant belopp on the matching begaran: matched by stored skv_referensnummer first, then exact name among active undecided requests; arenden by fakturanummer then personnummer, exactly-one or the beslut errors (all-or-nothing). Never auto-settles: recording the beslut and booking the payout are separate acts. Exposed as an API route and the gnubok_import_rot_rut_beslut MCP tool. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(skatteverket): system auth for background reads, one-click VAT submit, kvittens notifications Hybrid auth program: system CCG (org certificate) for background reads while personal BankID stays for interactive submissions, since SKV per-flow refresh tokens live 65 min and crons structurally cannot run on them. All system-auth code sits behind SKATTEVERKET_SYSTEM_AUTH_MODE (default off) with a stub transport until the Expisoft cert and CCG avtal land; auth resolution is centralized in resolve-auth.ts. Also in this change: - One-click VAT submit chaining kontrollera -> utkast -> las server-side with a stage discriminator; step-by-step buttons demoted to the overflow menu. - Kvittens crons (AGI + new VAT schedule) with email-only notifications, deduped in notification_log under the new skv_kvittens type. - Ombud grant probe + verification UI in the connect panel, and a dashboard promo card for unconnected companies. - skatteverket_company_connections table with pg-real coverage. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(salary): auto-settle AGI tax payment from skattekonto and surface SKV reconnect on the tax card The "Skatt att betala" card only cleared via the manual mark-paid button on the run detail page; the promised automatic flip from the Skattekonto sync was never implemented, so paid periods stayed red. - settleAgiTaxPayments: during every skattekonto sync, a booked "Arbetsgivardeklaration YYYYMM" debit row settles the matching agi_declarations.tax_paid_at, but only when the amount equals the declared total to the ore and the account is not in deficit (deterministic; drift or deficit falls back to manual). - Salary overview card: reconnect hint when the SKV token needs re-consent (link to /settings/tax, silent when the extension is off), plus an inline "Markera som betald" button reusing the existing endpoint and salary_payments strings. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * Add cloud backup scheduling and alerting features - Implement unit tests for scheduling logic in `schedule.test.ts`, covering various scenarios for determining if a backup schedule is due. - Create a new module `backup-alert.ts` to handle failure alerts for cloud backup auto-sync, including email notifications for reauthentication and repeated failures. - Introduce `schedule.ts` to manage scheduling logic, including handling local time zones and converting between local and UTC hours. - Add CSV report generation functions in `archive-csv.ts` for trial balance, income statement, balance sheet, and general ledger, ensuring compatibility with Swedish Excel formats. - Create a README generator for the archive structure in `archive-readme.ts`, providing clear documentation for users accessing backup files. - Implement tests for CSV report generation in `archive-csv.test.ts`, ensuring correct formatting and content. - Establish a full-archive coverage contract test in `full-archive-coverage.pg.test.ts` to ensure all company-scoped tables are properly classified for backup. * fix(stripe): correct invoice clearing reference and improve type safety in sync logic * fix(invoices): narrow accountingMethod before resolveInvoicePaymentSourceType settleInvoicePayment takes accountingMethod as a raw settings string, but resolveInvoicePaymentSourceType requires the 'accrual' | 'cash' union. Normalize at the call site (anything but 'cash' books as accrual), matching the existing useCashEntry semantics. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix: address CodeRabbit review findings and nitpicks on PR #1004 Review findings: - backup settings redirect: always force view=export over incoming params - AGI/VAT kvittens crons: isolate best-effort post-submit calls, check the signed-state persist error, guard recovery calls in catch blocks so one company cannot abort the rest; surface grant_revoked in the run summary - kvittens notifications: atomic claim-first dedup with a partial unique index; map non-uuid reference keys to deterministic uuids - grant probe: record the actual 2xx status; mTLS transport: handle response-stream errors - stripe: amount-aware idempotency keys for payment links; emit stripe.disconnected on upstream revocations - ROT/RUT beslut import: mutate in-memory request state after apply, move item + header writes into an atomic apply_rot_rut_beslut RPC, add rot_rut_payout to JournalEntrySourceTypeSchema - migrations: use NOT VALID + VALIDATE CONSTRAINT for CHECK constraints on journal_entries, notification_log and rot_rut_payout_requests - cloud backup: hour_utc-only schedule updates clear stale hour_local Nitpicks: - stripe sync: enforce the cron time budget inside per-connection event processing with idempotent cursor progress; maybeSingle for settings; honest partial-customer DTO shared with the settlement boundary - shared applyPaymentLinkToInvoice helper for both invoice send routes, v1 docblock documents step 6b and PAYMENT_LINK_FAILED - settings panel: drop redundant decodeURIComponent - cloud backup: document worst-case archive memory headroom Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
80 lines
4.0 KiB
SQL
80 lines
4.0 KiB
SQL
-- Stripe Connect: per-company connected Stripe accounts (OAuth for Standard
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-- accounts). Accounted's own Stripe account is the Connect platform; a company
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-- connects its Stripe account and we store ONLY the acct_... id. There is no
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-- per-company API key or token: every API call uses the platform secret key
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-- plus the Stripe-Account header, and either side can revoke at any time.
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-- This table is the user-facing Stripe integration (extensions/general/stripe),
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-- fully separate from Accounted's own billing (company_subscriptions).
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create table public.stripe_connections (
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id uuid primary key default uuid_generate_v4(),
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company_id uuid not null references public.companies(id) on delete cascade,
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user_id uuid not null references auth.users(id) on delete cascade,
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-- acct_... id of the connected Stripe account. Not a secret: useless without
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-- the platform secret key. NULL while the OAuth round-trip is pending.
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stripe_account_id text,
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-- Whether the connection was made in Stripe live mode (sk_live platform key)
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-- or test mode. Payment events are only ever applied to bookkeeping when the
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-- event's livemode matches the connection's.
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livemode boolean not null default false,
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status text not null default 'pending'
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check (status in ('pending', 'active', 'revoked', 'error')),
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-- Single-use CSRF token for the OAuth round-trip; cleared in the callback.
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oauth_state uuid,
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-- Stripe account display name (business_profile.name) for the settings panel.
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display_name text,
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-- Event-polling cursor (payment/payout sync). The sync overlaps the cursor
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-- by a few minutes and relies on unique constraints for idempotency.
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last_event_created_at timestamptz,
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last_event_id text,
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error_message text,
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connected_at timestamptz,
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disconnected_at timestamptz,
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created_at timestamptz not null default now(),
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updated_at timestamptz not null default now()
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);
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-- One active connection per company.
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create unique index stripe_connections_one_active_per_company
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on public.stripe_connections (company_id) where (status = 'active');
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-- A Stripe account may be actively connected to at most one company (per mode):
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-- two companies importing the same payment stream would double-book it.
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create unique index stripe_connections_account_active_uniq
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on public.stripe_connections (stripe_account_id, livemode) where (status = 'active');
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create index idx_stripe_connections_company_id on public.stripe_connections (company_id);
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create index idx_stripe_connections_oauth_state on public.stripe_connections (oauth_state)
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where (oauth_state is not null);
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alter table public.stripe_connections enable row level security;
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-- Members read their company's connection. Insert/update are member-scoped so
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-- the connect/disconnect routes can run on the user's cookie session; the OAuth
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-- callback and the sync cron use the service role (bypasses RLS). No DELETE
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-- policy: connections are revoked (status flip), never deleted, for audit.
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create policy "members read stripe_connections"
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on public.stripe_connections for select
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using (company_id in (select public.user_company_ids()));
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create policy "members insert stripe_connections"
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on public.stripe_connections for insert
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with check (
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company_id in (select public.user_company_ids())
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and user_id = auth.uid()
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);
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create policy "members update stripe_connections"
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on public.stripe_connections for update
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using (company_id in (select public.user_company_ids()))
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with check (company_id in (select public.user_company_ids()));
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create trigger set_updated_at_stripe_connections
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before update on public.stripe_connections
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for each row execute function public.update_updated_at_column();
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comment on table public.stripe_connections is
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'Stripe Connect (OAuth) connections per company. Stores only the connected acct_ id, never keys or tokens.';
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NOTIFY pgrst, 'reload schema';
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