Files
accounted/components/settings/CompanyProfileSection.tsx
T
MattssonandClaude Opus 4.8 f63d3e3100 Bug/open banking flow (#854)
* fix(enable-banking): pin Mobile BankID (decoupled) auth_method so Handelsbanken corporate connects

We never sent auth_method to Enable Banking, so it fell back to the ASPSP's
visible default — REDIRECT for Handelsbanken. For Handelsbanken *corporate*
PSUs the redirect flow does not support Mobile BankID, so authorization failed
right after the user approved in the BankID app. Mobile BankID at Handelsbanken
is a DECOUPLED method flagged hidden_method=true, which Enable Banking only uses
when requested explicitly.

Resolve the bank's preferred auth method before /auth: query the ASPSP's
auth_methods and pick the DECOUPLED (Mobile BankID) method when present,
otherwise leave auth_method unset so banks that already work are untouched.
The method name is read dynamically per psu_type, so it is robust across
sandbox/production naming.

- api-client: add approach/hidden_method to AuthMethod, fix ASPSP.auth_methods
  field name (was available_auth_methods, never populated), add
  getPreferredAuthMethod(), thread optional authMethod through startAuthorization
- index: resolve authMethod in /connect and pass it on both fresh + reconnect
- tests: cover method selection and request-body shaping

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* refactor(invoice-inbox): clean up bulk-selection toolbar UI

Redesign the selection toolbar shown when inbox items are checked:
one solid primary "Bokför valda" button with outlined secondary
actions ("Fråga assistenten", "Ta bort") and a plain selection
count. Removes the redundant "Avmarkera" button (users uncheck the
still-visible box), fixes label clipping, and gives the toolbar more
breathing room.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* chore(entitlements): bypass paywall in local development

Add isPaywallBypassed() so all gated capabilities are testable locally
without a subscription. Fires only on NODE_ENV=development (npm run dev)
or an explicit DISABLE_PAYWALL=true escape hatch — production builds run
under NODE_ENV=production and the entitlement suite runs under 'test',
so both keep exercising the real gate.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(tic): resolve enskild firma bolagsuppgifter via 12-digit personnummer

TIC's Lens search is fuzzy and only resolves an enskild firma from the 12-digit (century-prefixed) personnummer; a 10-digit form fuzzy-matched an unrelated entity. Expand personnummer to 12 digits before querying and reject hits whose registration number is unrelated to the request. Add a "Hämta" action to the settings Bolagsuppgifter panel to (re)fetch on demand.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(transactions): implement categorize core for bank transaction categorization

- Added `categorize-core.ts` to handle categorization of bank transactions, supporting single and bulk operations.
- Introduced `categorizeMatchedTransaction` and `bulkBookMatchedInboxItems` functions for transaction processing.
- Implemented fiscal period validation and duplicate booking detection.
- Enhanced logging and error handling for transaction categorization.

feat(scripts): add diagnostic script for Handelsbanken ASPSP metadata

- Created `check-handelsbanken-aspsp.mjs` to fetch and display available authentication methods for Handelsbanken.
- Outputs metadata for business and personal PSU types, including default authentication methods.

fix(migrations): increase statement timeout for SIE bulk delete operations

- Updated `20260629160000_sie_bulk_delete_statement_timeout.sql` to set a longer statement timeout for bulk delete RPCs to prevent cancellations during large imports.

feat(migrations): add bulk book inbox items to pending operations

- Expanded `pending_operations` table to include `bulk_book_inbox_items` operation type in `20260630120000_pending_operations_add_bulk_book_inbox_items.sql`.
- Supports bulk booking of matched inbox items against bank transactions.

test(pg): add tests for replace_period_opening_balance_link RPC

- Implemented tests in `replace-period-opening-balance-link.pg.test.ts` to validate the functionality of the opening-balance correction flow.
- Ensured immutability of opening balance links and proper handling of posted vs. non-posted entries.

* fix(sie-export): update journal entries and lines handling in SIE export tests

* fix(migrations): resolve version collision on 20260629160000

The SIE bulk-delete statement_timeout migration shared version
20260629160000 with journal_entries_list_series_filter (merged from
main via #798/#823), causing a schema_migrations_pkey duplicate key
error on apply. Rename the branch's migration to 20260629160100.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(compliance): resolve compliance-swarm + review findings

- opening-balance/correct: compensating rollback for the non-atomic
  storno+rebook so a mid-sequence failure never leaves two posted OB
  entries (ASVS V2.3); durable audit event on every failure path
  (V16); reference the original verifikationsnummer in the corrected
  entry per BFL 5 kap 5§; document that requireWrite already enforces
  write-role + membership (V8.2.1 was a false positive)
- reports sources routes: validate the cursor date component as ISO
  (/^\d{4}-\d{2}-\d{2}$/) before use, 400 on malformed (ASVS V1.2),
  applied to both the VAT-declaration and trial-balance routes
- AgentSessionList: await the rename PATCH, revert the optimistic
  title and toast on failure (ASVS V4.5)
- bank booking: exclude same-batch siblings from the booking-time
  duplicate guard so bulk-booking distinct same-(date,amount)
  transactions no longer false-positives; pre-existing duplicate
  detection is preserved
- BulkBookInboxDialog: drop the unsafe currency-based reverse_charge
  default, add an omvänd skattskyldighet advisory, and type VAT
  options to the backend VatTreatment union
- OpeningBalanceRowEditor: hold onChange in a ref (synced in effect,
  not during render) so an unstable callback can't cause a render loop

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-01 18:13:00 +02:00

125 lines
4.6 KiB
TypeScript

'use client'
import { useEffect, useState } from 'react'
import { Loader2 } from 'lucide-react'
import { createClient } from '@/lib/supabase/client'
import { useCompany } from '@/contexts/CompanyContext'
import { CompanyProfileView } from '@/components/settings/CompanyProfileView'
import { refreshCompanyProfileAction } from '@/lib/company/tic-refresh'
import { Button } from '@/components/ui/button'
import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card'
import { Input } from '@/components/ui/input'
import { Label } from '@/components/ui/label'
import { Skeleton } from '@/components/ui/skeleton'
type Snapshot = Parameters<typeof CompanyProfileView>[0]['snapshot']
const ERROR_MESSAGES: Record<string, string> = {
org_number_invalid: 'Ogiltigt organisations- eller personnummer.',
not_found: 'Inga bolagsuppgifter hittades för det numret.',
unauthorized: 'Du har inte behörighet att hämta uppgifter.',
persist_failed: 'Något gick fel. Försök igen.',
}
// Företagsprofil — the cached TIC company snapshot (Bolagsuppgifter), rendered
// as a read-only section on the Företag tab. Fetched client-side (low-traffic
// settings) so it sits alongside the client-rendered company form. RLS scopes
// the read to the user's own company. The "Hämta" form lets the user (re)fetch
// live when the snapshot is missing or wrong — the recovery path for an enskild
// firma whose personnummer previously resolved to the wrong entity.
export function CompanyProfileSection() {
const { company } = useCompany()
const [snapshot, setSnapshot] = useState<Snapshot>(null)
const [fetchedAt, setFetchedAt] = useState<string | null>(null)
const [loading, setLoading] = useState(true)
const [orgInput, setOrgInput] = useState('')
const [submitting, setSubmitting] = useState(false)
const [error, setError] = useState<string | null>(null)
useEffect(() => {
if (!company?.id) return
const supabase = createClient()
let cancelled = false
supabase
.from('companies')
.select('tic_snapshot, tic_snapshot_fetched_at, org_number')
.eq('id', company.id)
.maybeSingle()
.then(({ data }) => {
if (cancelled) return
setSnapshot((data?.tic_snapshot as Snapshot) ?? null)
setFetchedAt((data?.tic_snapshot_fetched_at as string | null) ?? null)
setOrgInput((data?.org_number as string | null) ?? '')
setLoading(false)
})
return () => {
cancelled = true
}
}, [company?.id])
async function handleFetch(e: React.FormEvent) {
e.preventDefault()
if (!company?.id || submitting) return
setSubmitting(true)
setError(null)
const result = await refreshCompanyProfileAction(company.id, orgInput)
if (result.ok) {
setSnapshot((result.snapshot as Snapshot) ?? null)
setFetchedAt(result.fetchedAt ?? null)
} else {
setError(ERROR_MESSAGES[result.error ?? ''] ?? ERROR_MESSAGES.persist_failed)
}
setSubmitting(false)
}
if (loading) return <Skeleton className="h-48 w-full rounded-lg" />
return (
<div className="space-y-4">
<CompanyProfileView snapshot={snapshot} fetchedAt={fetchedAt} />
<Card>
<CardHeader>
<CardTitle className="text-base">
{snapshot ? 'Uppdatera bolagsuppgifter' : 'Hämta bolagsuppgifter'}
</CardTitle>
</CardHeader>
<CardContent>
<form onSubmit={handleFetch} className="space-y-4">
<div className="space-y-2">
<Label htmlFor="tic_org_number">Organisationsnummer eller personnummer</Label>
<div className="flex gap-2">
<Input
id="tic_org_number"
value={orgInput}
onChange={(e) => setOrgInput(e.target.value)}
placeholder="XXXXXX-XXXX"
inputMode="numeric"
autoComplete="off"
className="max-w-xs tabular-nums"
/>
<Button type="submit" disabled={submitting || !orgInput.trim()}>
{submitting ? (
<>
<Loader2 className="animate-spin" />
Hämtar
</>
) : (
'Hämta'
)}
</Button>
</div>
<p className="text-xs text-muted-foreground">
Uppgifterna hämtas från Bolagsverket. För enskild firma anges
personnumret.
</p>
{error && <p className="text-sm text-destructive">{error}</p>}
</div>
</form>
</CardContent>
</Card>
</div>
)
}