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>

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