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accounted/docker
Jakob Wennberg 50f13cf198 feat(connect): self-host connector enablement: EB/SKV in the preset, connector-mode seam, status endpoint (#1758)
* feat(entitlements): partition the self-host bypass so connector capabilities fall through to grants; capability_grants.source accepts 'connector'

Sovereign plan WS3 PR3: ships dark, nothing changes for hosted.

- lib/entitlements/keys.ts: CONNECTOR_CAPABILITIES = bank_sync,
  skatteverket, org_lookup, migration (services Accounted operates that a
  self-hosted instance cannot provide itself) + isConnectorCapability().
  Separate from PAID_CAPABILITIES and outside the trial-seed trigger on
  purpose: a hosted company can never hold a connector grant.
- lib/entitlements/has-capability.ts: isPaywallBypassed() -> isBypassedFor(key).
  Hosted: byte-identical (dev / DISABLE_PAYWALL bypass, FORCE_PAYWALL wins,
  else the grant lookup). Self-host: local capabilities always on
  (FORCE_PAYWALL included, as the existing test demands); connector
  capabilities behave like hosted, i.e. dev bypass, FORCE_PAYWALL, else the
  grant lookup where the connector sync will write source='connector' rows.
  getCompanyEntitlements on a self-host: local paid keys + active connector
  keys, state 'paid' with an active connector grant else 'none' (never the
  hosted trial copy).
- Migration 20260820122000: capability_grants.source CHECK gains
  'connector', found through pg_constraint (the CHECK was declared inline
  and auto-named; Postgres stores IN as = ANY, matched accordingly).
  pg-real test: connector accepted, unknown source rejected, upsert on the
  (scope, key, source) identity, trial seed writes no connector rows.
- Tests: self-hosted connector matrix (local all-on without DB, connector
  gated by grant/expiry, dev bypass all-on, FORCE_PAYWALL gates connector
  keys only, bulk resolution, entitlements shape); two pre-existing tests
  that asserted the old "self-host holds connector keys" contract updated
  to the new one.

Verified: full unit suite green, pg-real suite for lib/entitlements green
against a local supabase/postgres with every migration applied, lint
ratchet, guards. Deferred to the instance-wiring PR: adding the connector
extensions to the self-host Docker preset (dead-end upsells until a key can
be issued).

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

* refactor(entitlements): fold the self-host branch into the existing grants query

One .or(scopeFilter), not two: the duplicated helper pushed the
no-phantom-columns unresolvable-expression count to 380/379. Behaviour is
unchanged; the self-host matrix tests still pass.

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

* feat(connect): hosted connector-key registry + validate RPC + entitlements endpoint; instance sync writes connector grants hourly

Sovereign plan WS3 PR4 ("key infra enabling manual sales"), stacked on the
entitlement partition (#1747). Nothing is purchasable yet; this is the
plumbing both ends need before the first manually issued key.

Hosted side:
- Migration 20260820123000: connector_keys (SHA-256 key_hash, prefix,
  org_number, pinned instance_url, scopes, status, Stripe ids,
  current_period_end, per-minute rate limit, active_company_count,
  last_seen/synced) and connector_usage_events (per-request metering,
  separate from metered_events whose company_id references hosted
  companies). RLS on, NO policies: service role only. RPC
  validate_and_increment_connector_key copies the api_keys pattern (FOR
  UPDATE, minute window, suspended reported not counted, revoked = no row)
  and is REVOKEd from PUBLIC/anon/authenticated, GRANTed to service_role.
  pg-real test covers validate/count, unknown+revoked, suspended, rate
  limit, execute privileges per role, RLS invisibility, usage cascade.
- lib/connect/contract.ts (shared wire types), lib/connect/hosted/keys.ts
  (generate/hash/validate -> 401/403/429 mapping),
  with-connector-auth.ts (Bearer or X-Connector-Key, one usage row per
  request, 500 envelope on handler throw), /api/connect/entitlements GET +
  POST (records active_company_count, pins instance_url on first report,
  never moves a pinned one), scripts/issue-connector-key.ts (dry run unless
  --confirm, prints the key once + the .env lines).

Instance side:
- lib/connect/instance/config.ts (GNUBOK_CONNECTOR_KEY, GNUBOK_CONNECT_URL
  default https://app.gnubok.se), sync.ts: reports the active company count
  and writes source='connector' grants for every company x covered scope,
  expires_at = min(now+72h, period_end+3d); 401/403 or a non-active status
  deletes them (freeze-and-retain); network/5xx/429 leave them alone.
  /api/connector/sync/cron (hourly) runs it; not_configured without a key.
- Crontab generator gains EXTRA_JOBS (variant-only jobs not in vercel.json,
  with reasons) + drift tests; docker/crontab.self-hosted regenerated with
  the hourly sync. Docs (SELF-HOSTING connector section, env templates),
  DECISIONS.

Tests: 52 new unit tests (keys, auth wrapper, route, config, sync outcomes
and grant arithmetic, cron route, crontab EXTRA_JOBS) + 7 pg-real tests
run locally against supabase/postgres with every migration applied.
no-phantom-columns ceiling +1 with a reason (the bulk grant upsert).

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

* feat(connect): Enable Banking proxy for self-hosted instances, with a secret-free ownership ledger and a global rate budget

Sovereign plan WS3 PR5a, stacked on the connector-key infra (#1748). A
self-hosted instance with a `bank_sync`-scoped connector key can now connect
a bank through Arcim's PSD2 credentials; the bank session id and all
transaction data stay in the instance's own database (founder decision:
tokens on the instance, proxy stateless).

- Migration 20260820124000: `connector_connections` (secret-free ledger:
  sha256 of the EB session id + account uids, service-role only),
  `connector_upstream_counters` + RPC `connector_reserve_upstream` (global
  budget under EB Annex 1 §5's 300/min, shared with hosted), and
  `connector_keys.limits` jsonb; validate RPC v2 returns limits. All RPCs
  REVOKEd from PUBLIC/anon/authenticated, GRANTed service_role. pg-real
  covers all of it.
- EB JWT minting moved to lib/connect/upstreams/enable-banking-jwt.ts (core
  must not import @/extensions/); the extension re-exports it, tests
  unchanged.
- lib/connect/hosted/{state,ledger,upstream-budget}.ts: HMAC-signed
  connector state (15-min TTL) so the consent redirect can use OUR
  registered EB callback and bounce back to the instance, no per-instance
  redirect URI at EB; the callback route gains that connector branch.
- app/api/connect/bank/[...path]: path allowlist (aspsps, auth, sessions,
  accounts/{uid}/{balances,transactions}), never open passthrough. POST
  /auth enforces the per-company connection quota + rewrites redirect/state;
  reads/deletes verify ledger ownership; every upstream call takes the
  global budget (429 + Retry-After when exhausted).
- issue-connector-key.ts: scopes default bank_sync,skatteverket (TIC out of
  v1), --bank/skv-connections-per-company + --sync-min-interval.
- Docs (SELF-HOSTING: bank connector live), DECISIONS.

Verified: 52 connect unit tests + 13 pg-real (run locally against
supabase/postgres with all migrations) + EB extension suite (225, jwt
relocation intact); full unit suite 15 979 green; tsc, guards, lint clean.
Not in this PR: SKV broker (PR5b) and instance wiring (PR6).

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

* feat(connect): Skatteverket broker + data proxy for self-hosted instances (tokens stay on the instance)

Sovereign plan WS3 PR5b, stacked on the bank proxy (#1751). A self-hosted
instance with a `skatteverket`-scoped connector key can now run the BankID
consent, file VAT/AGI and sync skattekonto through Arcim's registered
Skatteverket client; the SKV tokens are returned to the instance and stored
(encrypted) there.

- lib/connect/upstreams/skatteverket-oauth.ts: core-side SKV OAuth + data
  helpers (authorize URL, code/refresh exchange with Arcim's client secret,
  the four backing-API base URLs, the API-gateway Client_Id/Client_Secret
  headers). Core can't import @/extensions/, so this duplicates the
  extension's endpoints/scope set (one integrator = Arcim), mirroring the EB
  JWT relocation.
- app/api/connect/skv/oauth/authorize-url: builds the authorize URL against
  OUR registered redirect_uri + a signed connector state, per-company SKV
  connection quota, pending ledger row.
- app/api/connect/skv/oauth/token: exchanges/refreshes and RETURNS the tokens
  to the instance; the ledger keeps only sha256(access_token) +
  sha256(refresh_token).
- app/api/connect/skv/api/[...path]: allowlist over moms / skattekonto /
  agd-inlamning / agd-period. The instance sends the user's SKV Bearer (as
  X-Connector-Upstream-Authorization) + X-Connector-Key; the proxy checks the
  token hash against the ledger, adds Arcim's gateway credentials (never
  exposed to the instance), forwards. Same per-key + global budget as bank.
- The Skatteverket extension /callback gains the connector branch
  (isConnectorState -> 302 back to the instance; code never exchanged there).
- Docs (SELF-HOSTING: SKV connector live) + DECISIONS.

Tests: SKV oauth lib, authorize-url, token, data proxy, callback connector
branch (all green; 74 connect + 425 connect/SKV). tsc, guards, lint clean;
no-phantom-columns held at 380 (literal update branches). Not in this PR:
instance-side wiring (PR6).

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

* feat(connect): self-host connector enablement: EB/SKV in the preset, connector-mode seam, status endpoint

Sovereign plan WS3 PR6 (enablement layer), stacked on the SKV broker (#1757).

- docker/extensions.self-hosted.json += enable-banking, skatteverket: a
  connector-key self-host now ships the bank + Skatteverket extensions; a key
  with the matching scope makes them work, without one they show the existing
  capability_blocked upsell (unconfigured extensions no-op).
- lib/connect/instance/upstreams.ts: the connector-mode seam. An upstream is
  in connector mode only when GNUBOK_CONNECTOR_KEY is set AND the instance has
  no own credentials for it (hasOwnEnableBankingCredentials /
  hasOwnSkatteverketCredentials). Hosted always has own credentials, so hosted
  is provably never in connector mode: the guard is what keeps hosted
  byte-identical. Base URLs GNUBOK_CONNECT_URL/api/connect/{bank,skv}, headers
  X-Connector-Company / X-Connector-Upstream-Authorization.
- GET /api/connector/status: the operator's wiring view (self_hosted, per
  upstream own_credentials|connector|unconfigured, key prefix never the key,
  granted connector capabilities). Hosted returns self_hosted:false.
- Docs (SELF-HOSTING: status endpoint + extensions ship in the image),
  DECISIONS.

Tests: connector-mode detection matrix (off without a key, off with own
creds incl. the _PRODUCTION EB variants, on via the proxy, CONNECT_URL
override) + status route (self-host vs hosted, unconfigured, per-upstream
mode, prefix-not-key). 83 connect/connector tests green; tsc, guards, lint.

DEFERRED to PR6b (needs a live connector key + a real bank/SKV to verify
end to end, touches the live consent path): wiring the EB api-client /
consent callback and the SKV oauth / api-client to call the proxy in
connector mode, and the "Synka nu" settings row (UI, needs visual sign-off).
The seam + preset + status route make PR6b a contained follow-up.

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

* refactor(connect): upstreams seam reuses lib/entitlements/own-credentials

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UzNkSsR18pLFitJdYn8QEb

* test(connector): status route tests pass the Next params argument (post-merge withRouteContext signature)

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UzNkSsR18pLFitJdYn8QEb

* docs(self-host): collapse the re-duplicated connector section; correct the crontab generator's preset comment

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UzNkSsR18pLFitJdYn8QEb

* fix(self-host): UpgradeNote and SKV tooltip name the connector key, never the hosted subscription; SOVEREIGN.md updated to merged reality

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UzNkSsR18pLFitJdYn8QEb

* fix(self-host): BankSyncNowButton gate copy branches like UpgradeNote (connector key, not hosted billing)

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UzNkSsR18pLFitJdYn8QEb

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
Co-authored-by: Emil <emilmattsson14@gmail.com>
2026-08-31 23:18:43 +02:00
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