fix(worklist): count unbooked skattekonto rows in the Att göra badge and Hem list (#2180) (#2227)

The Transaktioner inbox lists unbooked skattekonto rows next to unbooked
bank rows, but the sidebar badge and the Hem "Att göra" list counted bank
rows only, so a migrated tax account waited in the inbox unseen.

- lib/worklist: new category book_skattekonto with the inbox's own
  predicate (status = 'booked', no verifikat, not ignored); aggregate
  includes it in counts and total.
- Hem: a "Bokföra skattekontohändelser" row under Bokför, deep-linking to
  /transactions?source=skatteverket.
- Sidebar badge hook: the same third head-count query, summed into the
  /transactions badge.
- DashboardNav subscribes to skattekonto_transactions realtime changes;
  migration adds the table to the supabase_realtime publication so a
  booked or ignored row drops the badge without a manual refresh.

Closes #2180


Claude-Session: https://claude.ai/code/session_01QPQLwHNEiQfiCNLSMzXMiQ

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>

components/dashboard/AttGoraSection.tsx

@@ -200,7 +200,11 @@ export default function AttGoraSection({
   }
 
   const showInboxDocuments = hasAi && counts.inbox_document > 0
-  const bokforRows = counts.book_transaction > 0 || showInboxDocuments || matches.length > 0
+  const bokforRows =
+    counts.book_transaction > 0 ||
+    counts.book_skattekonto > 0 ||
+    showInboxDocuments ||
+    matches.length > 0
   const granskaRows =
     counts.supplier_invoice_approval > 0 ||
     counts.verifikat_missing_document > 0 ||
@@ -277,6 +281,14 @@ export default function AttGoraSection({
                         count={counts.book_transaction}
                       />
                     )}
+                    {counts.book_skattekonto > 0 && (
+                      <WorklistRow
+                        href="/transactions?source=skatteverket"
+                        icon={Landmark}
+                        label={t('row_book_skattekonto')}
+                        count={counts.book_skattekonto}
+                      />
+                    )}
                     {matches.length > 0 && (
                       <div className="px-4 py-3">
                         <p className="text-xs text-muted-foreground mb-2">

components/dashboard/DashboardNav.tsx

@@ -509,9 +509,10 @@ export default function DashboardNav({ companyName: _companyName, entityType, pa
   useEffect(() => {
     if (!company?.id) return
 
-    // Realtime keeps the badges live; a trailing debounce collapses event
-    // bursts (bulk booking / bulk approvals emit one event per row) into a
-    // single SWR revalidation instead of a request stampede.
+    // Realtime keeps the badges live (bank rows, skattekonto rows, staged
+    // operations); a trailing debounce collapses event bursts (bulk booking
+    // / bulk approvals emit one event per row) into a single SWR
+    // revalidation instead of a request stampede.
     let debounce: ReturnType<typeof setTimeout> | null = null
     const queueRefresh = () => {
       if (debounce) clearTimeout(debounce)
@@ -530,6 +531,16 @@ export default function DashboardNav({ companyName: _companyName, entityType, pa
         },
         queueRefresh,
       )
+      .on(
+        'postgres_changes',
+        {
+          event: '*',
+          schema: 'public',
+          table: 'skattekonto_transactions',
+          filter: `company_id=eq.${company.id}`,
+        },
+        queueRefresh,
+      )
       .on(
         'postgres_changes',
         {

lib/hooks/use-worklist-badges.ts

@@ -4,7 +4,12 @@ import useSWR from 'swr'
 import { createClient } from '@/lib/supabase/client'
 
 export interface WorklistBadges {
-  /** Unbooked bank transactions: same predicate as lib/worklist countUnbookedTransactions. */
+  /**
+   * Rows waiting in the Transaktioner inbox: unbooked bank transactions
+   * (lib/worklist countUnbookedTransactions) plus unbooked skattekonto rows
+   * (countUnbookedSkattekontoRows). The badge sits on /transactions, which
+   * lists both, so the number must cover both (#2180).
+   */
   uncategorized: number
   /** Agent-staged operations awaiting review: same predicate as countPendingOperations. */
   pendingOperations: number
@@ -26,13 +31,20 @@ export function useWorklistBadges(companyId: string | null | undefined) {
     companyId ? ['worklist-badges', companyId] : null,
     async ([, id]: [string, string]) => {
       const supabase = createClient()
-      const [tx, ops] = await Promise.all([
+      const [tx, skv, ops] = await Promise.all([
         supabase
           .from('transactions')
           .select('id', { count: 'exact', head: true })
           .eq('company_id', id)
           .is('is_business', null)
           .eq('is_ignored', false),
+        supabase
+          .from('skattekonto_transactions')
+          .select('id', { count: 'exact', head: true })
+          .eq('company_id', id)
+          .eq('status', 'booked')
+          .is('journal_entry_id', null)
+          .eq('is_ignored', false),
         supabase
           .from('pending_operations')
           .select('id', { count: 'exact', head: true })
@@ -40,7 +52,7 @@ export function useWorklistBadges(companyId: string | null | undefined) {
           .eq('status', 'pending'),
       ])
       return {
-        uncategorized: tx.error ? 0 : (tx.count ?? 0),
+        uncategorized: (tx.error ? 0 : (tx.count ?? 0)) + (skv.error ? 0 : (skv.count ?? 0)),
         pendingOperations: ops.error ? 0 : (ops.count ?? 0),
       }
     },

lib/worklist/__tests__/aggregate.test.ts

@@ -3,6 +3,7 @@ import type { SupabaseClient } from '@supabase/supabase-js'
 
 vi.mock('../categories', () => ({
   countUnbookedTransactions: vi.fn().mockResolvedValue(4),
+  countUnbookedSkattekontoRows: vi.fn().mockResolvedValue(7),
   countInboxDocuments: vi.fn().mockResolvedValue(6),
   countSuggestedMatches: vi.fn().mockResolvedValue(2),
   countSupplierInvoicesAwaitingApproval: vi.fn().mockResolvedValue(1),
@@ -26,6 +27,7 @@ describe('getWorklistCounts', () => {
     const { counts } = await getWorklistCounts(supabase, 'company-1')
     expect(counts).toEqual({
       book_transaction: 4,
+      book_skattekonto: 7,
       inbox_document: 6,
       suggested_match: 2,
       supplier_invoice_approval: 1,
@@ -49,7 +51,7 @@ describe('getWorklistCounts', () => {
 
   it('excludes suggested_match from the total (subset of book_transaction)', async () => {
     const { total } = await getWorklistCounts(supabase, 'company-1')
-    // 4 + 6 + 1 + 3 + 5 + 1 + 2 + 1, without the 2 suggested matches.
-    expect(total).toBe(23)
+    // 4 + 7 + 6 + 1 + 3 + 5 + 1 + 2 + 1, without the 2 suggested matches.
+    expect(total).toBe(30)
   })
 })

lib/worklist/__tests__/categories.test.ts

@@ -9,6 +9,7 @@ import {
   countReconciliationDue,
   countSuggestedMatches,
   countSupplierInvoicesAwaitingApproval,
+  countUnbookedSkattekontoRows,
   countUnbookedTransactions,
   countVerifikatMissingDocument,
   listSuggestedMatches,
@@ -40,6 +41,25 @@ describe('countUnbookedTransactions', () => {
   })
 })
 
+describe('countUnbookedSkattekontoRows', () => {
+  it('counts only settled, unbooked, non-ignored skattekonto rows', async () => {
+    enqueue({ count: 3 })
+    await expect(countUnbookedSkattekontoRows(supabase, COMPANY)).resolves.toBe(3)
+    expect(mockSupabase.from).toHaveBeenCalledWith('skattekonto_transactions')
+    // Same predicate as the Transaktioner inbox: Skatteverket status 'booked'
+    // (upcoming charges have nothing to book), no verifikat, not ignored.
+    const eqCalls = findCalls('skattekonto_transactions', 'eq')
+    expect(eqCalls).toContainEqual(['status', 'booked'])
+    expect(eqCalls).toContainEqual(['is_ignored', false])
+    expect(findCall('skattekonto_transactions', 'is')).toEqual(['journal_entry_id', null])
+  })
+
+  it('soft-fails to 0 on query error', async () => {
+    enqueue({ error: { message: 'boom' } })
+    await expect(countUnbookedSkattekontoRows(supabase, COMPANY)).resolves.toBe(0)
+  })
+})
+
 describe('countInboxDocuments', () => {
   it('counts only items whose document is still unlinked', async () => {
     enqueue({

lib/worklist/aggregate.ts

@@ -9,6 +9,7 @@ import {
   countReconciliationDue,
   countSuggestedMatches,
   countSupplierInvoicesAwaitingApproval,
+  countUnbookedSkattekontoRows,
   countUnbookedTransactions,
   countVerifikatMissingDocument,
 } from './categories'
@@ -40,6 +41,7 @@ export async function getWorklistCounts(
 ): Promise<WorklistCounts> {
   const [
     bookTransaction,
+    bookSkattekonto,
     inboxDocument,
     suggestedMatch,
     supplierInvoiceApproval,
@@ -50,6 +52,7 @@ export async function getWorklistCounts(
     reconciliationDue,
   ] = await Promise.all([
     countUnbookedTransactions(supabase, companyId),
+    countUnbookedSkattekontoRows(supabase, companyId),
     countInboxDocuments(supabase, companyId),
     options.suggestedMatches
       ? Promise.resolve(options.suggestedMatches).then((m) => m.length)
@@ -65,6 +68,7 @@ export async function getWorklistCounts(
   return {
     counts: {
       book_transaction: bookTransaction,
+      book_skattekonto: bookSkattekonto,
       inbox_document: inboxDocument,
       suggested_match: suggestedMatch,
       supplier_invoice_approval: supplierInvoiceApproval,
@@ -76,6 +80,7 @@ export async function getWorklistCounts(
     },
     total:
       bookTransaction +
+      bookSkattekonto +
       inboxDocument +
       supplierInvoiceApproval +
       verifikatMissingDocument +

lib/worklist/categories.ts

@@ -67,6 +67,28 @@ export async function countUnbookedTransactions(
   return count ?? 0
 }
 
+/**
+ * Unbooked skattekonto rows: every Skatteverket-side event the Transaktioner
+ * inbox lists (status = 'booked', i.e. "tidigare") that has no verifikat and
+ * was not ignored. `status` is Skatteverket's status, not booking status:
+ * 'upcoming' rows are future charges with nothing to book. journal_entry_id
+ * is the booked marker here (unlike bank transactions, which use is_business).
+ */
+export async function countUnbookedSkattekontoRows(
+  supabase: SupabaseClient,
+  companyId: string,
+): Promise<number> {
+  const { count, error } = await supabase
+    .from('skattekonto_transactions')
+    .select('id', { count: 'exact', head: true })
+    .eq('company_id', companyId)
+    .eq('status', 'booked')
+    .is('journal_entry_id', null)
+    .eq('is_ignored', false)
+  if (error) return logAndZero('book_skattekonto', companyId, error)
+  return count ?? 0
+}
+
 /**
  * Unconsumed inbox documents. Mirrors /api/documents/inbox-available:
  * items with a file that have not become a supplier invoice, a journal

lib/worklist/types.ts

@@ -24,6 +24,20 @@ export const WORKLIST_CATEGORIES = [
    * keep journal_entry_id NULL (see lib/transactions/is-booked.ts).
    */
   'book_transaction',
+  /**
+   * Unbooked skattekonto rows ("N st skattekontohändelser att bokföra").
+   * Pending:  skattekonto_transactions with status = 'booked' (Skatteverket's
+   *           "tidigare": the event has happened on the tax account),
+   *           journal_entry_id IS NULL and is_ignored = false. Rows with
+   *           status = 'upcoming' are future charges with nothing to book
+   *           yet and never reach the Transaktioner inbox, so they are not
+   *           pending work either.
+   * Done:     the skattekonto booking flows set journal_entry_id (here it IS
+   *           the booked marker, unlike bank transactions), or the user
+   *           ignores the row (is_ignored = true). Same predicate as the
+   *           Transaktioner inbox's Skatteverket rows.
+   */
+  'book_skattekonto',
   /**
    * Unconsumed documents in the inbox ("N st underlag att hantera").
    * Pending:  invoice_inbox_items with a document and no

messages/en.json

@@ -6534,6 +6534,7 @@
     "band_bevaka": "Monitor",
     "row_book_transactions": "Transactions to record",
     "row_book_transactions_stale": "{count} older than 14 days",
+    "row_book_skattekonto": "Tax account events to record",
     "row_inbox_documents": "Documents to handle",
     "row_inbox_documents_detail": "Match to a transaction or record directly",
     "row_supplier_approval": "Supplier invoices to approve",

messages/sv.json

@@ -6534,6 +6534,7 @@
     "band_bevaka": "Bevaka",
     "row_book_transactions": "Bokföra transaktioner",
     "row_book_transactions_stale": "{count} äldre än 14 dagar",
+    "row_book_skattekonto": "Bokföra skattekontohändelser",
     "row_inbox_documents": "Underlag att hantera",
     "row_inbox_documents_detail": "Matcha mot transaktion eller bokför direkt",
     "row_supplier_approval": "Leverantörsfakturor att attestera",

supabase/migrations/20260903120000_skattekonto_transactions_realtime_publication.sql

@@ -0,0 +1,27 @@
+-- Migration: stream skattekonto_transactions changes via Supabase realtime
+--
+-- The sidebar "Att göra" badge now counts unbooked skattekonto rows next to
+-- unbooked bank transactions (#2180), and DashboardNav listens to
+-- postgres_changes on public.skattekonto_transactions so a booked or
+-- ignored tax-account row drops the badge without a manual refresh, the
+-- same way public.transactions already does (20260629180000).
+--
+-- RLS already scopes skattekonto_transactions to the user's companies, so
+-- realtime only delivers rows the current user is allowed to read.
+--
+-- Idempotent so preview branches or partial re-applies do not fail if the
+-- publication already includes the table.
+DO $$
+BEGIN
+  IF NOT EXISTS (
+    SELECT 1
+    FROM pg_publication_tables
+    WHERE pubname = 'supabase_realtime'
+      AND schemaname = 'public'
+      AND tablename = 'skattekonto_transactions'
+  ) THEN
+    ALTER PUBLICATION supabase_realtime ADD TABLE public.skattekonto_transactions;
+  END IF;
+END $$;
+
+NOTIFY pgrst, 'reload schema';