Files
accounted/supabase/migrations/20260420190000_inbox_hardening.sql
T
Jakob WennbergandClaude Opus 4.7 0076aa85f8 feat: arcim inbox (Resend Inbound) + smart-match extension + commit metadata (#286)
* 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>
2026-04-20 21:50:07 +02:00

112 lines
4.1 KiB
PL/PgSQL

-- Hardening follow-up to 20260420000000_arcim_inbox and 20260420180000_inbox_smart_match.
--
-- Fixes identified in PR #286 review:
-- 1. Non-atomic rotation in rotateCompanyInbox() — replaced with a
-- SECURITY DEFINER RPC so deprecate/generate/insert happen in one
-- Postgres transaction.
-- 2. Overly permissive RLS on company_inboxes (any member, including
-- viewers, could INSERT/UPDATE). Tightened to owner/admin only.
-- 3. Dual-match race in inbox-smart-match (two receipts could both pair
-- themselves to the same transaction). Enforced by partial unique
-- index; process-match catches 23505 and falls back to pending.
-- =============================================================================
-- 1. Tighten RLS on company_inboxes to owner/admin only (for INSERT + UPDATE)
-- =============================================================================
DROP POLICY IF EXISTS "company_inboxes_insert" ON public.company_inboxes;
CREATE POLICY "company_inboxes_insert" ON public.company_inboxes
FOR INSERT WITH CHECK (
company_id IN (
SELECT cm.company_id FROM public.company_members cm
WHERE cm.user_id = auth.uid()
AND cm.role IN ('owner', 'admin')
)
);
DROP POLICY IF EXISTS "company_inboxes_update" ON public.company_inboxes;
CREATE POLICY "company_inboxes_update" ON public.company_inboxes
FOR UPDATE USING (
company_id IN (
SELECT cm.company_id FROM public.company_members cm
WHERE cm.user_id = auth.uid()
AND cm.role IN ('owner', 'admin')
)
);
-- Note: auto_provision_company_inbox() and rotate_company_inbox() are
-- SECURITY DEFINER and bypass these policies; the policies only gate
-- direct client-side writes (defense-in-depth).
-- =============================================================================
-- 2. Atomic rotate RPC
-- =============================================================================
CREATE OR REPLACE FUNCTION public.rotate_company_inbox(p_company_id uuid)
RETURNS public.company_inboxes
LANGUAGE plpgsql
SECURITY DEFINER
SET search_path = public
AS $$
DECLARE
v_company_name text;
v_local_part text;
v_slug_seed text;
v_new_row public.company_inboxes;
BEGIN
-- Authorization: caller must be owner/admin of the company.
IF NOT EXISTS (
SELECT 1 FROM public.company_members
WHERE company_id = p_company_id
AND user_id = auth.uid()
AND role IN ('owner', 'admin')
) THEN
RAISE EXCEPTION 'Not authorized to rotate inbox for this company'
USING ERRCODE = '42501';
END IF;
SELECT name INTO v_company_name
FROM public.companies
WHERE id = p_company_id;
IF v_company_name IS NULL THEN
RAISE EXCEPTION 'Company not found' USING ERRCODE = 'P0002';
END IF;
-- All three steps share one transaction — a failure on any of them
-- rolls the whole thing back, so the company never ends up without
-- an active inbox.
UPDATE public.company_inboxes
SET status = 'deprecated',
deprecated_at = now()
WHERE company_id = p_company_id
AND status = 'active';
v_local_part := public.generate_inbox_local_part(v_company_name);
v_slug_seed := regexp_replace(v_local_part, '-[^-]+$', '');
INSERT INTO public.company_inboxes (company_id, local_part, slug_seed, status)
VALUES (p_company_id, v_local_part, v_slug_seed, 'active')
RETURNING * INTO v_new_row;
RETURN v_new_row;
END;
$$;
GRANT EXECUTE ON FUNCTION public.rotate_company_inbox(uuid) TO authenticated;
-- =============================================================================
-- 3. Prevent two inbox items from claiming the same transaction
-- =============================================================================
-- Partial unique index: once a row has matched_transaction_id set for a
-- given company, no other row in that company may claim the same one.
-- Concurrent UPDATEs from smart-match will get a 23505 and the handler
-- gracefully downgrades the loser to pending_transaction.
CREATE UNIQUE INDEX IF NOT EXISTS idx_inbox_items_matched_transaction_unique
ON public.invoice_inbox_items(company_id, matched_transaction_id)
WHERE matched_transaction_id IS NOT NULL;
NOTIFY pgrst, 'reload schema';