Files
accounted/lib/entitlements/keys.ts
T
Jakob Wennberg f31eeaa603 feat(connect): Peppol through the connector (hosted proxy, instance transport, ownership ledger) (#2177)
* feat(connect): peppol connector foundation: capability, ledger/budget service, quota

Adds the storage + package shape for brokering Peppol through the connector with
the same one-address + rate-budget model as bank/skatteverket: a peppol
capability (connector-gated, free on hosted), peppol as a ledger + upstream
service, a conservative rate budget, and a migration extending the ledger
service CHECK and the per-key limits (peppol_connections_per_company). Proxy
route + instance-side Qvalia reroute follow. Switch-on gated on the Qvalia
brokering-terms check.

(cherry picked from commit 3cc0da6a3, migration renumbered 20260902190000)

Signed-off-by: Jakob Wennberg <jakob.wennberg@arcim.io>
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01MMUUom4fUk6zi4xYZSSfat

* feat(connect): Peppol through the connector: hosted proxy, instance transport, ownership ledger

Completes the Peppol upstream for self-hosted instances on the connector
(WS3): an instance with a connector key carrying the peppol scope and no
Qvalia keys of its own sends and receives e-invoices through Arcim's
contracted access point, the same way bank and Skatteverket already route.

Hosted: app/api/connect/peppol/[...path] speaks the PeppolTransport
operations (lookup, submit, status, evidence, recipient PUT/DELETE, inbound
list/xml) rather than proxying Qvalia paths, because the Qvalia account is
shared by every hosted company and every instance: reads must be scoped to
what the caller owns, and the inbound read endpoint is destructive for the
whole account. Ownership: a receiving registration is a ledger row (service
peppol, participant id in account_uids, sha256 in handle_hash so one key
holds a participant at a time); outbound submissions land in the new
connector_peppol_submissions table and gate status/evidence; inbound
documents are served from the hosted archive filtered by the participants
the key holds. Per-company quota (peppol_connections_per_company), the
shared PEPPOL_RECEIVING_MAX_REGISTRATIONS cap, and the global peppol rate
budget apply. Provider failures cross as CONNECTOR_UPSTREAM_ERROR with the
adapter's retryable flag (422 or 502).

Instance: lib/invoices/transports/connector.ts implements PeppolTransport
over that API and registers itself in connector mode (key present, no
QVALIA_* keys); getPeppolTransportAvailability() defaults to it when no
provider is selected, so an instance needs no PEPPOL_TRANSPORT_PROVIDER.
Webhooks are not brokered; the existing outbound status poll covers it.
Hosted is byte-identical: it has its own keys, so connector mode is never on.

Docs: SELF-HOSTING.md, SOVEREIGN.md, .env.example. Switch-on for third-party
instances stays gated on the Qvalia brokering-terms check; without the scope
every operation answers 403.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01MMUUom4fUk6zi4xYZSSfat
Signed-off-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>

* fix(connect): authorize Peppol participants per key, harden the proxy after review

Review follow-ups on #2177. Authorization: a key may only register (and send
as) participant identifiers Arcim recorded on the key at issuance
(connector_keys.peppol_participants, migration 20260902191000) or the
licensee's own org number, and a document may only be submitted as a sender
the key has registered; X-Connector-Company stays an opaque per-company ref.
Cap: the shared access-point cap now counts fresh pending reservations and is
re-checked after this request's own reservation, so concurrent registrations
cannot both pass. Inbound: both halves of the participant id are filtered in
the archive query (over-fetched, then exact-pair checked), so foreign rows
sharing an identifier cannot consume the limit. Delete: deregistration is a
required transport capability, checked before the ledger row is revoked, and
registration refuses an access point that cannot deregister. Instance
transport: the hosted URL must be https (loopback http only, same rule as
getConnectorConfig), and the response body is read inside the timeout window
with body-read failures mapped to retryable transport errors.
issue-connector-key.ts gains --peppol-participants and
--peppol-connections-per-company. Declined: NOT VALID on the ledger CHECK
(the table is empty until keys are issued; the validated scan is instant).

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01MMUUom4fUk6zi4xYZSSfat
Signed-off-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>

* fix(connect): bind Peppol ownership to the instance company, query exact participant pairs

Second review round on #2177. Ownership is now (key, company_ref), not key
alone: a sender must be registered under the same company header, status and
evidence reads look the submission up under the header company, DELETE and
re-registration refuse a participant the key holds for another company, so
one company on a multi-company instance cannot act on another company's
registration through the shared key. The instance transport resolves the
owning company from its own peppol_deliveries / peppol_registrations rows
before status, evidence and deregistration calls (deps.companyFor,
deps.companyForParticipant, wired in transports/index.ts). Inbound listing
stays key-wide (the instance routes documents to its own companies by its
own registrations). The archive query now runs one exact-pair query per
scheme (scheme fixed, that scheme's identifiers), so neither foreign nor
cross-pair rows can consume the limit.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01MMUUom4fUk6zi4xYZSSfat
Signed-off-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>

---------

Signed-off-by: Jakob Wennberg <jakob.wennberg@arcim.io>
Signed-off-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-09-02 20:57:57 +02:00

184 lines
9.1 KiB
TypeScript

/**
* Capability keys: the single namespace behind the SaaS paywall AND the
* per-tenant modularity / marketplace vision. Each key names one gateable
* feature; a company "has" it when an unexpired capability_grant exists
* (entitlement) and it isn't explicitly disabled (enablement).
*
* These keys are a STABLE CONTRACT: grant rows, the future marketplace catalog,
* and per-tenant module toggles all reference them. Add keys; never rename one.
*/
export const CAPABILITY = {
/** AI assistant chat, onboarding composer, and document field extraction (Anthropic/Bedrock). */
ai: 'ai',
/** Bank sync / PSD2 (Enable Banking). Freeze-and-retain: tokens are NOT revoked on downgrade. */
bank_sync: 'bank_sync',
/** Skatteverket filing/sync (VAT, AGI, skattekonto) via BankID. */
skatteverket: 'skatteverket',
/** Outbound transactional email: invoices, reminders, payslips (Resend). Auth/account email is never gated. */
email_send: 'email_send',
/** Org-number lookup / enrichment (TIC). NOT gated: identity/lookup is always free. */
org_lookup: 'org_lookup',
/** EU VAT-number validation (VIES). NOT gated: identity/lookup is always free. */
vat_validation: 'vat_validation',
/** Riksbanken FX auto-fetch. NOT gated at launch (kept free); manual rate entry is always allowed. */
currency_rates: 'currency_rates',
/** Cloud backup to Google Drive. NOT gated at launch (kept free: never hold a customer's data hostage). */
cloud_backup: 'cloud_backup',
/** Migration import from other systems (Fortnox/Visma/Bokio/BL/Briox). Kept open so new payers can migrate IN. */
migration: 'migration',
/** Bolagsverket iXBRL årsredovisning filing. Reserved (extension not yet enabled). */
bolagsverket: 'bolagsverket',
/** Stripe Connect: auto payment links on invoices + payment/payout sync. */
stripe_payments: 'stripe_payments',
/** WooCommerce store sync: orders/refunds imported as a transaction feed. */
woocommerce_sync: 'woocommerce_sync',
/** Shopify store sync: orders/refunds imported as a transaction feed. */
shopify_sync: 'shopify_sync',
/**
* Multiple people working in one company. Without it only the OWNER can
* enter the company: every other membership goes dormant (never deleted)
* after a 20-day post-lapse grace window, and new invites are blocked.
* See lib/entitlements/multi-user.ts for the derived entitled/grace/frozen
* state; company_capability_config does NOT apply to this key (it gates
* member access, not a feature surface).
*/
multi_user: 'multi_user',
/**
* Invoice email from the company's own verified sending domain (Resend
* domain per company). Opt-in: granted manually per company, NOT part of
* PAID_CAPABILITIES, so it is never trial-seeded or written by the Stripe
* subscription sync. Without the grant the settings section is hidden and
* mail keeps leaving from the platform sender.
*/
custom_sender_domain: 'custom_sender_domain',
/** Peppol e-invoicing (send/receive via a Peppol Access Point). Free on hosted (Arcim's own AP); on self-host brokered through the connector: Arcim's Qvalia AP with a per-key one-address + volume quota. */
peppol: 'peppol',
} as const
export type CapabilityKey = (typeof CAPABILITY)[keyof typeof CAPABILITY]
/**
* The set actually withheld from non-payers (manual tier) at the 2026-07-07
* cutover. Founder decision (2026-06-28): gate the high-value recurring external
* services only.
*
* KEPT FREE on purpose:
* - identity & lookup: TIC org_lookup, VIES vat_validation, BankID login:
* they aid onboarding/data quality; gating them is friction in the wrong place.
* - currency_rates (FX auto-fetch) and cloud_backup.
* Internal bookkeeping is always fully usable on the manual tier.
*
* NOTE: bank_sync and skatteverket stay PAID even though their flows use BankID
* as an auth step: what's charged for is the bank data sync and the VAT/AGI
* filing service, not the identity check.
*/
export const PAID_CAPABILITIES: readonly CapabilityKey[] = [
CAPABILITY.ai,
CAPABILITY.bank_sync,
CAPABILITY.skatteverket,
CAPABILITY.email_send,
CAPABILITY.stripe_payments,
CAPABILITY.woocommerce_sync,
CAPABILITY.shopify_sync,
// Founder decision (2026-09-01): multiple users per company is paid.
// Trial-seeded and Stripe-synced like the rest; enforcement is the
// owner-only dormancy rule in lib/entitlements/multi-user.ts.
CAPABILITY.multi_user,
] as const
/**
* Capabilities that a SELF-HOSTED instance cannot provide on its own because
* they run on services Accounted operates (the PSD2/AISP bank connection,
* the Skatteverket API client, the TIC lookup contract, the migration
* gateway). On hosted these follow the normal paywall (bank_sync and
* skatteverket are in PAID_CAPABILITIES; org_lookup and migration are free).
* On a self-host every other capability is always on, and exactly these fall
* through to the grant lookup: the hourly connector sync writes
* `source = 'connector'` grants for them from the instance's connector key
* (lib/connect/instance, arriving with the connector-keys stack PR #1748).
* A self-host serving an upstream from its OWN credentials holds that
* capability outright (see own-credentials.ts): only keyless-and-credential-
* less connector capabilities are withheld. Deliberately NOT part of
* PAID_CAPABILITIES and NOT seeded by the trial trigger: hosted companies
* never receive connector grants.
*/
export const CONNECTOR_CAPABILITIES: readonly CapabilityKey[] = [
CAPABILITY.bank_sync,
CAPABILITY.skatteverket,
CAPABILITY.org_lookup,
CAPABILITY.migration,
CAPABILITY.peppol,
] as const
export function isConnectorCapability(key: CapabilityKey): boolean {
return (CONNECTOR_CAPABILITIES as readonly string[]).includes(key)
}
/**
* Paid MCP tools → required capability. The MCP/agent path is a paid chokepoint
* just like the HTTP routes, so the dispatcher gates these the same way it gates
* API-key scope (see mcp-server `tools/call`). External-service WRITE tools
* appear here: send_invoice (email) and the two Skatteverket submissions. The
* read/local SKV tools (generate_agi, vat_declaration_validate/status, agi_status)
* stay free: the §4 carve-out forbids blocking a statutory filing obligation.
*
* The document upload tools invoke AI (Bedrock document OCR via
* extractInvoiceFields), so they are gated on CAPABILITY.ai: the same paywall
* the HTTP inbox upload/attach/retry paths enforce. Without these entries a
* free-tier API key could trigger paid AI extraction. bank_sync gates
* gnubok_connect_bank (the onboarding connect link) and gnubok_sync_bank
* (the agent-triggered PSD2 sync, a paid Enable Banking call per account).
*/
export const MCP_TOOL_CAPABILITY_MAP: Readonly<Partial<Record<string, CapabilityKey>>> = {
gnubok_send_invoice: CAPABILITY.email_send,
gnubok_vat_declaration_submit: CAPABILITY.skatteverket,
gnubok_agi_submit: CAPABILITY.skatteverket,
// Onboarding connect-link tools (issue #1814): gated like the links' targets.
gnubok_connect_bank: CAPABILITY.bank_sync,
// Agent-triggered PSD2 sync: a paid Enable Banking call per account.
gnubok_sync_bank: CAPABILITY.bank_sync,
gnubok_connect_skatteverket: CAPABILITY.skatteverket,
// AI document OCR (Bedrock): the inbox's paid extraction, reachable via MCP.
gnubok_create_document_upload: CAPABILITY.ai,
gnubok_complete_document_upload: CAPABILITY.ai,
gnubok_upload_document: CAPABILITY.ai,
} as const
/**
* Paid pending-operation types → required capability. Keyed by
* `pending_operations.operation_type`. This is the commit-time twin of
* MCP_TOOL_CAPABILITY_MAP: it gates the actual external-service call inside
* commitPendingOperation, so an operation staged during the trial cannot be
* committed once the grant has expired, regardless of caller (MCP approve tool
* or the UI approval path). Keep the values in sync with MCP_TOOL_CAPABILITY_MAP.
*/
export const PAID_OPERATION_CAPABILITY_MAP: Readonly<Partial<Record<string, CapabilityKey>>> = {
send_invoice: CAPABILITY.email_send,
submit_vat_declaration: CAPABILITY.skatteverket,
submit_agi: CAPABILITY.skatteverket,
} as const
/**
* Extension workspace → required capability, keyed by `sector/slug`. This is the
* page/nav twin of the API-route gates: an extension whose entire value is a
* paid service should not just 403 its writes but be hidden from the sidebar and
* blocked at the page so a non-payer never lands on a dead workspace.
*
* invoice-inbox is fully gated on `ai`: its reason to exist is the AI field
* extraction (extractInvoiceFields / gnubok_upload_document), already the paid
* chokepoint on every other surface (HTTP upload/attach/retry, the MCP tool).
* Both the sidebar item and the /e/[sector]/[slug] page read this map so the two
* surfaces can never drift apart.
*/
export const EXTENSION_REQUIRED_CAPABILITY: Readonly<Partial<Record<string, CapabilityKey>>> = {
'general/invoice-inbox': CAPABILITY.ai,
} as const
/** Which paid capability (if any) an extension workspace requires to be usable. */
export function requiredCapabilityForExtension(
sector: string,
slug: string,
): CapabilityKey | undefined {
return EXTENSION_REQUIRED_CAPABILITY[`${sector}/${slug}`]
}