* feat: multi-series SIE import, reusable FiscalYearSelector, library templates in picker - SIE import preserves each voucher's source series (B/C/I/V/...), essential for Fortnox migrations where series carry semantic meaning (kundfakturor, inbetalningar, etc.). Target numbering still goes through next_voucher_number per series; source (series, number) is stored in the migration mapping for BFNAR 2013:2 audit trail. - Execute route reads company_settings.default_voucher_series as the fallback for vouchers arriving without a series (SIE4I). - Extract shared FiscalYearSelector component; adopt in /reports and /bookkeeping. - Transaction TemplatePicker now surfaces user-created library templates (company + team scope) alongside the static registry, with a helper to convert simple library templates into the BookingTemplate shape. - Exclude 8999 "Årets resultat" from income statement financial section and monthly breakdown so year-end closing entries don't cancel the net result. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * test: skip Bokio SIE regression when fixtures are absent /dev_docs is gitignored (contains anonymised customer exports), so the integration test can't find its input files in CI. Gate the suite on fixture presence so it still runs locally. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: address Greptile review feedback - convertLibraryToBookingTemplate: default entity_applicability to 'all' when the source template has no entity_type, so TemplatePicker doesn't silently hide it for companies with a set entity type. - FiscalYearSelector: fire onReady in the no-company early-return branch so consumers (e.g. ReportsPage) don't get stuck in a loading skeleton while the company context is still hydrating. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat: arcim inbox + smart-match extension + commit metadata Three threads, all gated off in extensions.config.json (invoice-inbox and inbox-smart-match are not in the enabled list for this PR). invoice-inbox: Gmail OAuth -> Resend Inbound (v2.0.0) - Remove gmail-scanner / gmail-helpers - Add resend-inbound.ts (webhook verify, attachment fetch) and inbox-provisioning.ts (per-company @arcim.io address with rotation) - Replace /gmail/* routes with /inbox/address and admin-only /inbox/rotate - Workspace UI: card layout + MatchBlock surfacing AI transaction matches - classify-document: tightened discount/total prompt; cap confidence at 50% when line items do not reconcile with amount_incl_vat - Manifest requires RESEND_API_KEY, RESEND_INBOUND_DOMAIN, RESEND_INBOUND_WEBHOOK_SECRET inbox-smart-match (new extension) - Event-driven AI matching of receipts to bank transactions - Listens on inbox_item.classified (match now) and transaction.synced (retro-match receipts waiting for a transaction) - Uses service-role client; processing_history append is scoped by company_id from the event payload commit metadata + audit plumbing - journal_entries gains commit_method and rubric_version columns - commit_journal_entry RPC accepts both (BFNAR 2013:2 behandlingshistorik) - processing-history PII detector strips UUID-shaped substrings before personnummer pattern matching (UUIDs were triggering false positives) - New generic inbox_item.classified event Migrations - arcim_inbox: company_inboxes table, resend_email_id, email_body_text, auto-provision trigger, drops obsolete email_connections - journal_entry_commit_metadata: new columns + updated RPC - inbox_attachment_composite: resend_attachment_id + composite unique index - inbox_smart_match: correlation_id, match_reasoning, expanded match_method CHECK, pending-match and correlation indexes Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
112 lines
4.1 KiB
PL/PgSQL
112 lines
4.1 KiB
PL/PgSQL
-- Hardening follow-up to 20260420000000_arcim_inbox and 20260420180000_inbox_smart_match.
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--
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-- Fixes identified in PR #286 review:
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-- 1. Non-atomic rotation in rotateCompanyInbox() — replaced with a
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-- SECURITY DEFINER RPC so deprecate/generate/insert happen in one
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-- Postgres transaction.
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-- 2. Overly permissive RLS on company_inboxes (any member, including
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-- viewers, could INSERT/UPDATE). Tightened to owner/admin only.
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-- 3. Dual-match race in inbox-smart-match (two receipts could both pair
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-- themselves to the same transaction). Enforced by partial unique
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-- index; process-match catches 23505 and falls back to pending.
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-- =============================================================================
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-- 1. Tighten RLS on company_inboxes to owner/admin only (for INSERT + UPDATE)
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-- =============================================================================
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DROP POLICY IF EXISTS "company_inboxes_insert" ON public.company_inboxes;
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CREATE POLICY "company_inboxes_insert" ON public.company_inboxes
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FOR INSERT WITH CHECK (
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company_id IN (
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SELECT cm.company_id FROM public.company_members cm
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WHERE cm.user_id = auth.uid()
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AND cm.role IN ('owner', 'admin')
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)
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);
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DROP POLICY IF EXISTS "company_inboxes_update" ON public.company_inboxes;
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CREATE POLICY "company_inboxes_update" ON public.company_inboxes
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FOR UPDATE USING (
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company_id IN (
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SELECT cm.company_id FROM public.company_members cm
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WHERE cm.user_id = auth.uid()
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AND cm.role IN ('owner', 'admin')
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)
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);
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-- Note: auto_provision_company_inbox() and rotate_company_inbox() are
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-- SECURITY DEFINER and bypass these policies; the policies only gate
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-- direct client-side writes (defense-in-depth).
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-- =============================================================================
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-- 2. Atomic rotate RPC
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-- =============================================================================
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CREATE OR REPLACE FUNCTION public.rotate_company_inbox(p_company_id uuid)
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RETURNS public.company_inboxes
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LANGUAGE plpgsql
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SECURITY DEFINER
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SET search_path = public
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AS $$
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DECLARE
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v_company_name text;
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v_local_part text;
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v_slug_seed text;
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v_new_row public.company_inboxes;
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BEGIN
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-- Authorization: caller must be owner/admin of the company.
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IF NOT EXISTS (
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SELECT 1 FROM public.company_members
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WHERE company_id = p_company_id
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AND user_id = auth.uid()
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AND role IN ('owner', 'admin')
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) THEN
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RAISE EXCEPTION 'Not authorized to rotate inbox for this company'
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USING ERRCODE = '42501';
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END IF;
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SELECT name INTO v_company_name
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FROM public.companies
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WHERE id = p_company_id;
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IF v_company_name IS NULL THEN
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RAISE EXCEPTION 'Company not found' USING ERRCODE = 'P0002';
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END IF;
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-- All three steps share one transaction — a failure on any of them
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-- rolls the whole thing back, so the company never ends up without
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-- an active inbox.
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UPDATE public.company_inboxes
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SET status = 'deprecated',
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deprecated_at = now()
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WHERE company_id = p_company_id
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AND status = 'active';
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v_local_part := public.generate_inbox_local_part(v_company_name);
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v_slug_seed := regexp_replace(v_local_part, '-[^-]+$', '');
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INSERT INTO public.company_inboxes (company_id, local_part, slug_seed, status)
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VALUES (p_company_id, v_local_part, v_slug_seed, 'active')
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RETURNING * INTO v_new_row;
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RETURN v_new_row;
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END;
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$$;
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GRANT EXECUTE ON FUNCTION public.rotate_company_inbox(uuid) TO authenticated;
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-- =============================================================================
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-- 3. Prevent two inbox items from claiming the same transaction
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-- =============================================================================
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-- Partial unique index: once a row has matched_transaction_id set for a
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-- given company, no other row in that company may claim the same one.
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-- Concurrent UPDATEs from smart-match will get a 23505 and the handler
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-- gracefully downgrades the loser to pending_transaction.
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CREATE UNIQUE INDEX IF NOT EXISTS idx_inbox_items_matched_transaction_unique
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ON public.invoice_inbox_items(company_id, matched_transaction_id)
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WHERE matched_transaction_id IS NOT NULL;
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NOTIFY pgrst, 'reload schema';
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