* feat(arcim-migration): Briox provider with SIE-over-API import - Briox auth via account ID + application token (no app-level credentials); both tokens rotate on refresh and are persisted - New sie-fetcher pulls the general ledger as SIE through the provider API for Fortnox, Briox and Bjorn Lunden - Wizard stops on a failed SIE import and surfaces the real errors instead of proceeding to the misleading migrate-guard message - PROVIDER_SIE_ONLY_FORTNOX renamed to PROVIDER_SIE_NOT_SUPPORTED; new PROVIDER_TOKEN_INVALID for rejected provider credentials Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(bookkeeping): per-line accruals (periodisering) on invoices and supplier invoices Defer revenue/costs per invoice line to 29xx/17xx interim accounts with automatic monthly dissolution (nightly cron + catch-up at registration), schedule cancellation on credit, year-end auto-detect exclusion for already-scheduled invoices, invoice-inbox service-period extraction for prefill, and an MCP tool to list schedules. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(bokslut): iXBRL arsredovisning generation and Bolagsverket digital filing Generate the annual report as iXBRL from a generated taxonomy registry (K2 element lists, taxonomy:generate/check scripts + CI guard), expose it via the fiscal-period API, and add the bolagsverket extension for digital submission to eget utrymme with webhook-driven status tracking (submissions table + pg tests, lifecycle events, year-end wizard UI). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * test(mcp): raise origin-guard test timeout to 20s The dynamic import pulls in the full server module; the parse alone flirts with the 5s default under full-suite parallel load. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * Add new scripts and documentation for K2 AB taxonomy generation and validation - Introduced `generate-taxonomy-registry.ts` to automate the generation of the iXBRL taxonomy concept registry from official element lists and tuple models. - Added `validate-ixbrl.mjs` for validating generated iXBRL reports against the official taxonomy package using Arelle. - Included new documentation files: - `k2-ab-arsredovisning-elementlista-2024-09-12_rev20250312_sv.xlsx` - `tuple-innehallsmodell-arsredovisning-k2-2024-09-12.xlsx` - `taxonomi-paket-2024-09-12_rev20250312.zip` * Add tests for bookkeeping accruals dissolution and supplier invoices - Implement tests for the POST /api/bookkeeping/accruals/[id]/dissolve route, covering success and error scenarios. - Add tests for the DELETE /api/supplier-invoices/[id] route, including authentication checks and validation of invoice deletion conditions. - Introduce tests for the Arcim migration provider client, ensuring token handling and error classification. - Create tests for the Bolagsverket extension, validating submission role enforcement and environment settings. - Add Zod schemas for Bolagsverket response payloads to ensure proper validation. - Implement tests for MCP server's list accrual schedules, confirming registration and scope mapping. - Add consistency tests for IXBRL document generation, ensuring duplicate facts and XML escaping are handled correctly. - Introduce typed domain errors for accrual schedules to improve error handling in the service. - Add tests for resolving consent with Briox token refresh concurrency, ensuring proper token management and error handling. * fix(tests): update payload size guard comments to reflect recent changes in tool descriptions and ceiling adjustments * fix(gitattributes): mark generated JSON files in bokslut taxonomy as linguist-generated * feat(migrations): add backfill for invoices.journal_entry_id and fallback for next_voucher_number user_id * feat(bokslut): enhance compliance and financial processing features with new submission details and security measures --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
61 lines
2.2 KiB
PL/PgSQL
61 lines
2.2 KiB
PL/PgSQL
-- next_voucher_number: fall back to the company owner when auth.uid() is NULL.
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--
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-- Mirrors 20260421170500 (commit_journal_entry user_id fallback). The same
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-- failure mode survived here: under a service-role client (repair scripts,
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-- cron, internal maintenance) auth.uid() is NULL, and the INSERT into
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-- voucher_sequences fails its user_id NOT NULL check *before* ON CONFLICT
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-- can resolve to DO UPDATE (PostgreSQL evaluates NOT NULL on the candidate
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-- tuple ahead of conflict arbitration) — even when the sequence row already
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-- exists. commit_journal_entry was fixed; the storno/correction path
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-- (getNextVoucherNumber → correctEntry) still called this unfixed twin and
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-- failed from any non-interactive context.
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--
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-- next_voucher_number has no journal entry to read attribution from, so the
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-- fallback is the company owner (companies.created_by) — same source
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-- seed_chart_of_accounts uses. Interactive flows still record auth.uid();
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-- existing sequence rows keep their original owner (DO UPDATE never touches
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-- user_id).
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--
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-- Also sets search_path = public: the 20260304 hardening targeted the old
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-- (p_user_id …) signature that 20260330 dropped, so the current function had
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-- lost it.
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CREATE OR REPLACE FUNCTION public.next_voucher_number(
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p_company_id uuid,
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p_fiscal_period_id uuid,
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p_series text DEFAULT 'A'
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)
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RETURNS integer
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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 $$
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DECLARE
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v_next integer;
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v_user_id uuid;
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BEGIN
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v_user_id := auth.uid();
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IF v_user_id IS NULL THEN
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SELECT created_by INTO v_user_id
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FROM public.companies
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WHERE id = p_company_id;
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END IF;
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IF v_user_id IS NULL THEN
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RAISE EXCEPTION 'next_voucher_number: no attributable user for company %', p_company_id;
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END IF;
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INSERT INTO public.voucher_sequences (company_id, user_id, fiscal_period_id, voucher_series, last_number)
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VALUES (p_company_id, v_user_id, p_fiscal_period_id, p_series, 1)
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ON CONFLICT (company_id, fiscal_period_id, voucher_series)
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DO UPDATE SET
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last_number = public.voucher_sequences.last_number + 1,
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updated_at = now()
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RETURNING last_number INTO v_next;
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RETURN v_next;
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END;
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$$;
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NOTIFY pgrst, 'reload schema';
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