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Author SHA1 Message Date
MattssonandClaude Fable 5 98d0c7f2d0 Add/stripe skv (#1004) 
* fix(salary): align pain.001 salary file with the Swedish domestic bank dialect

Verified against the Swedish Common Interpretation of ISO 20022
(Bankforeningen, Common Payment Types in Sweden, Appendix 1 Example 4:
Salaries) and Nordea Corporate Access pain.001 examples v2.6 (2026-06-22),
and XSD-validated against the official pain.001.001.03 schema:

- drop SvcLvl SEPA (SEPA credit transfers are EUR-only; omitting SvcLvl
  gets the domestic NURG default)
- drop RmtInf (not allowed for SALA salary payments; the beneficiary
  statement text comes from the Dataclearing LON code)
- address employees domestically: clearing as CdtrAgt ClrSysMmbId SESBA,
  account WITHOUT clearing as CdtrAcct Othr with SchmeNm BBAN
- share the clearing/account split (Swedbank 5-digit shift, Nordea
  personkonto prefix dedup) between the LB and pain.001 generators via
  splitDomesticBankAccount, fixing pain.001 duplicating the personkonto
  clearing
- clamp MsgId/PmtInfId/InstrId/EndToEndId to Max35Text with the per-tx
  counter surviving truncation; carry the org number on Dbtr
- return 400 from the pain001 route on an invalid clearing instead of
  emitting a broken file

Also includes two unrelated decision-log lines from the parallel
revisor-review session (DECISIONS.md is a shared append-only log).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(nav): surface the year-end chain in the sidebar

Add Periodiseringar, Arsredovisning (aktiebolag only) and
Inkomstdeklaration (INK2 for AB, NE-bilaga for EF) to the Skatt &
bokslut group, in workflow order. Entity gating via a new entityOnly
flag on NavItem; isActive carve-outs extended so exactly one row
lights up for the new routes. Driven by an external revisor review
that concluded these features did not exist because none of them
were reachable from the nav.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(stripe): Stripe Connect integration behind config gate

Connect OAuth per company (only the acct_ id is stored), automatic
single-use Payment Links on invoice send, deterministic payment
settlement against 1686 (BAS moved acquirer receivables 1580 -> 1686),
payout booking with reverse-charge fees (6570 + 4535/4598 + 2645/2614),
and a 15-minute sync cron. Non-deterministic events land as
needs_review, never guessed at.

Fully dark without STRIPE_CONNECT_CLIENT_ID: connect returns 503, the
send hook and cron no-op, and the settings page shows 'Kommer snart'
(hosted) until the Connect platform is verified. Self-hosted keeps the
honest not-configured message.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(deadlines): add shared completeTaxDeadline and fix dead AGI deadline auto-complete

generate-declaration.ts has updated non-existent columns (type/period/
status) since inception, so the arbetsgivardeklaration deadline was
never auto-completed. Replace with a shared helper targeting the real
schema (tax_deadline_type/tax_period/is_completed), also used by the
kvittens crons and moms handlers in the follow-up commit.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(rot-rut): import Skatteverket beslutsfil and record decisions on payout requests

Parse the beslutsfil JSON from Skatteverkets rot/rut e-tjanst and record
godkant belopp on the matching begaran: matched by stored
skv_referensnummer first, then exact name among active undecided
requests; arenden by fakturanummer then personnummer, exactly-one or the
beslut errors (all-or-nothing). Never auto-settles: recording the beslut
and booking the payout are separate acts. Exposed as an API route and
the gnubok_import_rot_rut_beslut MCP tool.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(skatteverket): system auth for background reads, one-click VAT submit, kvittens notifications

Hybrid auth program: system CCG (org certificate) for background reads
while personal BankID stays for interactive submissions, since SKV
per-flow refresh tokens live 65 min and crons structurally cannot run
on them. All system-auth code sits behind SKATTEVERKET_SYSTEM_AUTH_MODE
(default off) with a stub transport until the Expisoft cert and CCG
avtal land; auth resolution is centralized in resolve-auth.ts.

Also in this change:
- One-click VAT submit chaining kontrollera -> utkast -> las
  server-side with a stage discriminator; step-by-step buttons demoted
  to the overflow menu.
- Kvittens crons (AGI + new VAT schedule) with email-only
  notifications, deduped in notification_log under the new
  skv_kvittens type.
- Ombud grant probe + verification UI in the connect panel, and a
  dashboard promo card for unconnected companies.
- skatteverket_company_connections table with pg-real coverage.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(salary): auto-settle AGI tax payment from skattekonto and surface SKV reconnect on the tax card

The "Skatt att betala" card only cleared via the manual mark-paid button
on the run detail page; the promised automatic flip from the Skattekonto
sync was never implemented, so paid periods stayed red.

- settleAgiTaxPayments: during every skattekonto sync, a booked
  "Arbetsgivardeklaration YYYYMM" debit row settles the matching
  agi_declarations.tax_paid_at, but only when the amount equals the
  declared total to the ore and the account is not in deficit
  (deterministic; drift or deficit falls back to manual).
- Salary overview card: reconnect hint when the SKV token needs
  re-consent (link to /settings/tax, silent when the extension is off),
  plus an inline "Markera som betald" button reusing the existing
  endpoint and salary_payments strings.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* Add cloud backup scheduling and alerting features

- Implement unit tests for scheduling logic in `schedule.test.ts`, covering various scenarios for determining if a backup schedule is due.
- Create a new module `backup-alert.ts` to handle failure alerts for cloud backup auto-sync, including email notifications for reauthentication and repeated failures.
- Introduce `schedule.ts` to manage scheduling logic, including handling local time zones and converting between local and UTC hours.
- Add CSV report generation functions in `archive-csv.ts` for trial balance, income statement, balance sheet, and general ledger, ensuring compatibility with Swedish Excel formats.
- Create a README generator for the archive structure in `archive-readme.ts`, providing clear documentation for users accessing backup files.
- Implement tests for CSV report generation in `archive-csv.test.ts`, ensuring correct formatting and content.
- Establish a full-archive coverage contract test in `full-archive-coverage.pg.test.ts` to ensure all company-scoped tables are properly classified for backup.

* fix(stripe): correct invoice clearing reference and improve type safety in sync logic

* fix(invoices): narrow accountingMethod before resolveInvoicePaymentSourceType

settleInvoicePayment takes accountingMethod as a raw settings string, but
resolveInvoicePaymentSourceType requires the 'accrual' | 'cash' union.
Normalize at the call site (anything but 'cash' books as accrual), matching
the existing useCashEntry semantics.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix: address CodeRabbit review findings and nitpicks on PR #1004

Review findings:
- backup settings redirect: always force view=export over incoming params
- AGI/VAT kvittens crons: isolate best-effort post-submit calls, check the
  signed-state persist error, guard recovery calls in catch blocks so one
  company cannot abort the rest; surface grant_revoked in the run summary
- kvittens notifications: atomic claim-first dedup with a partial unique
  index; map non-uuid reference keys to deterministic uuids
- grant probe: record the actual 2xx status; mTLS transport: handle
  response-stream errors
- stripe: amount-aware idempotency keys for payment links; emit
  stripe.disconnected on upstream revocations
- ROT/RUT beslut import: mutate in-memory request state after apply, move
  item + header writes into an atomic apply_rot_rut_beslut RPC, add
  rot_rut_payout to JournalEntrySourceTypeSchema
- migrations: use NOT VALID + VALIDATE CONSTRAINT for CHECK constraints on
  journal_entries, notification_log and rot_rut_payout_requests
- cloud backup: hour_utc-only schedule updates clear stale hour_local

Nitpicks:
- stripe sync: enforce the cron time budget inside per-connection event
  processing with idempotent cursor progress; maybeSingle for settings;
  honest partial-customer DTO shared with the settlement boundary
- shared applyPaymentLinkToInvoice helper for both invoice send routes,
  v1 docblock documents step 6b and PAYMENT_LINK_FAILED
- settings panel: drop redundant decodeURIComponent
- cloud backup: document worst-case archive memory headroom

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
 2026-07-12 19:14:12 +02:00
Mattsson 64bbeb4021 Fixed user issues (#559) 
* Fixed user issues

* feat: add personal_number column to customers for individual identification

* feat: add personal_number field to makeCustomer function for enhanced customer identification

* feat: add personal_number column with constraint check for customer identification
 2026-05-22 12:22:15 +02:00
Mattsson e4488a900b feat: add user locale preference to user_preferences table (#555) 
* feat: add user locale preference to user_preferences table

- Introduced a new column 'locale' in the user_preferences table to store per-user UI language preferences.
- Added a CHECK constraint to ensure only supported locales ('sv', 'en') are allowed.
- Triggered a schema reload notification for the changes.

chore: declare CSS module support in TypeScript

- Added a declaration for CSS modules in globals.d.ts to enable TypeScript support for importing CSS files.

* feat: add Swish as an invoice payment method in company settings
 2026-05-21 21:33:22 +02:00
MattssonandClaude Opus 4.7 064fb7f7a9 Add/white label (#381) 
* feat(branding): add BrandingService with default-preserving env layer

Introduce lib/branding/service.ts mirroring lib/email/service.ts. Defaults
match current gnubok values exactly, so production behaviour is unchanged
unless an env var (NEXT_PUBLIC_BRANDING_*, BRANDING_*) or extension override
(via registerBrandingService) is set.

Resolution order: defaults < env vars < extension override.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(branding): route root layout, manifest, and PWA assets through branding service

- app/layout.tsx now reads title, description, themeColor, and apple-touch-icon
  from getBranding() instead of hardcoded values.
- public/manifest.json replaced by dynamic app/manifest.ts so PWA name,
  short_name, description, theme_color, background_color, and icon paths
  are resolved at request time.

The manifest now serves at /manifest.webmanifest (Next.js convention for
the metadata file route). The previous /manifest.json URL is no longer
populated; nothing in core references it after this commit.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(branding): route email service and templates through branding service

- resend-service.ts: From line uses getBranding().appName instead of
  hardcoded "Gnubok" in both the with-fromName and bare cases.
- invite-templates.ts: subject, HTML header, body, plain text, and the
  team-invite variants all read from branding (sentence case in prose,
  uppercased for the styled <p> header).
- consent-notification-templates.ts: signature fallback (companyName ||
  branding) for both HTML and plain text variants.

Defaults preserve the exact current strings ("Gnubok", "GNUBOK", "gnubok"
in their respective contexts) so no email content changes for production.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(branding): route OAuth consent page through branding service

The MCP OAuth consent page rendered for Claude Desktop / Claude.ai
connector flows now reads the app name from getBranding() for both the
HTML <title> and the body copy. Default still produces "gnubok" in
lowercase prose, matching current behaviour.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(branding): route auth, dashboard, and onboarding text through branding service

Replace user-visible "gnubok" / "Gnubok" references with calls to
getBranding(). Touches:

- Auth pages (login, register, mfa/enroll): logo src/alt, MFA TOTP
  friendlyName.
- Onboarding (companies/new, invite, sandbox, WelcomeOnboarding,
  Step2CompanyDetails, NewUserChecklist, BankIdCompanyPicker,
  ArcimMigrationWorkspace): logo, headings, error/help text.
- Dashboard fallback (companyName="gnubok") and settings (backup copy,
  ApiKeysPanel MCP connector name + login note, CompanyDangerZone,
  retention-notice).
- API routes (support contact subject prefix, enable-banking consent
  email companyName fallback, AI inbox receipt-request appUrl,
  pain001 messageId prefix).
- MCP server "open the gnubok web app" review message.
- Salary/reports filings (AGI Programnamn, KU10 Programnamn,
  payslip footer, full-archive system metadata, SRU #PROGRAM line).

Internal identifiers (cookie names gnubok-company-id /
gnubok-invite-token, API key prefix gnubok_sk_, invite token prefix
gnubok_inv_, MCP tool names, npm package gnubok-mcp, GNUBOK_API_KEY
env name) are deliberately left unchanged — they're stable contracts
that whitelabels must not break.

Defaults match current behaviour exactly.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(branding): support legal page field-level swaps for entity and contact

Privacy and DPA pages now interpolate appName, legalEntity, and
privacyEmail from the branding service instead of hardcoding "Gnubok",
"Arcim", and "privacy@gnubok.se". Page metadata uses generateMetadata()
so titles also reflect the brand.

lib/support.ts now falls back to getBranding().supportEmail when
SUPPORT_RECIPIENT_EMAIL is unset, so a single BRANDING_SUPPORT_EMAIL
env var configures both the support form recipient and the displayed
support address.

Whitelabels with a different legal jurisdiction or entirely different
DPA text should override the page route from an extension. Phase 1
intentionally only supports field-level swaps.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* docs(branding): add WHITELABEL.md and example branding extension

WHITELABEL.md: fork checklist, env var reference, the "do not change"
list (cookies, API key prefixes, invite token prefixes, MCP tool names,
gnubok-mcp npm package, GNUBOK_API_KEY env name), out-of-scope items,
the upstream sync workflow YAML to copy into a fork, conflict avoidance
guidance, and a verification checklist.

extensions/general/_example-branding/: copy-paste starter extension with
index.ts (commented placeholder values for registerBrandingService),
manifest.json, and README.md. Disabled by default (not added to
extensions.config.json); whitelabels cp the folder, edit, and enable.

sectors.test.ts: bumped expected extension count 12 -> 13 to account
for the new starter extension on disk. The generated registry is
unchanged because the example is disabled.

The sync workflow YAML is documented inline in WHITELABEL.md rather
than checked in as a workflow file. It's only meaningful in a fork --
gnubok itself has nothing to sync from.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(branding): address PR review — lazy support email + escape brand in HTML/XML

Three issues from code review:

P1 — lib/support.ts: SUPPORT_RECIPIENT_EMAIL was a module-level const,
evaluated at import time before extensions register branding overrides
via ensureInitialized(). Convert to getSupportRecipientEmail() lazy
accessor; update the only caller in app/api/support/contact/route.ts.
Extension-supplied supportEmail values now route correctly.

P2 — app/api/mcp-oauth/authorize/route.ts: appName was interpolated
into the consent page HTML without escapeHtml(), inconsistent with
the existing escaping of companyName. Wrap appName.toLowerCase() in
escapeHtml() at use sites in <title> and the body paragraph.

P2 — lib/salary/agi/xml-generator.ts and lib/salary/ku/ku10-generator.ts:
appName placed inside <gem:Programnamn> / <Programnamn> XML elements
without escapeXml(), the helper already used for other admin-controlled
fields in the same files. Wrap accordingly to prevent malformed XML if
a brand name contains XML reserved characters.

All admin-controlled inputs only — no user-exploitable path. Defense in
depth, not a known incident.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(branding): security follow-up — lazy metadata, SRU/email header sanitization

Self-audit after the PR review surfaced four more concerns. Fixes them
with the same defense-in-depth posture as the prior review fixes.

1. app/layout.tsx — same eager-evaluation class as P1 support.ts. The
   module-level `const branding = getBranding()` froze branding before
   extensions registered, so extension-based overrides for title,
   description, themeColor, and apple-touch-icon silently never applied.
   - Convert to generateMetadata() / generateViewport() (lazy, run per
     request, see extension-registered overrides).
   - Inline getBranding() inside RootLayout for the apple-touch-icon
     href so it picks up overrides too.
   - Add ensureInitialized() at module level so extensions are loaded
     before the first metadata call. Mirrors the API route pattern.

2. app/manifest.ts — same class. The dynamic manifest function reads
   getBranding() per request, but if the manifest is requested before
   any other module has triggered ensureInitialized(), extensions are
   still unloaded. Add ensureInitialized() at module level.

3. lib/reports/ink2/sru-generator.ts — appName interpolated into the
   SRU `#PROGRAM` directive without sanitization. SRU's reserved char
   is `#` (directive marker) and CRLF injects new directives. Wrap in
   the existing sanitizeString() helper to match the pattern used for
   other admin-controlled fields in this file (#NAMN, #ADRESS, etc.).

4. extensions/general/email/lib/resend-service.ts — appName and the
   user-controlled fromName both flow into the From header. Resend's
   API does its own validation, but defense in depth: strip CRLF and
   angle brackets via a small sanitizeHeaderPart() helper before
   building the header string. fromName was a pre-existing surface;
   appName is new with this whitelabel work.

All four are admin-controlled inputs (env vars or extension code),
not user-exploitable. No known incidents — defense in depth, and
correctness for extension-based whitelabels.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-04-29 16:32:26 +02:00
MattssonandClaude Opus 4.7 d708a85d4c Feat/cloud backup (#277) 
* feat: cloud backup to Google Drive + full-archive all-scope

Adds a cloud-backup extension that uploads a full-company backup ZIP to
the user's own Google Drive via OAuth (drive.file scope only). Refresh
tokens are AES-256-GCM encrypted before being stored in extension_data.

The full-archive export gains a scope=all mode for whole-company
backups (per-period SIE under sie/, per-period rapporter/ subfolders,
flat dokument/ manifest tagged with fiscal_period_id). An 80 MB size
guard short-circuits generation before the platform response limit.

Also fixes a latent bug in lib/core/audit/audit-service.ts where the
parameter was named userId while the query filtered by company_id; the
audit-trail API route was passing user.id so audit queries returned
empty unless user and company shared a UUID.

Drive-by: scope the dashboard "fresh start" localStorage key per
companyId so dismissing the setup checklist in one company no longer
carries over to others.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix: address review comments on cloud backup + archive export

- Extend audit trail to_date to end-of-day so last-day entries aren't
  silently excluded from period-scoped archives.
- Apply 413 size-limit guard regardless of include_documents, using the
  overhead-only figure when documents are excluded.
- Use crypto.randomUUID() for Drive multipart boundary to eliminate any
  collision risk with ZIP payload bytes.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix: migrate legacy setup-gate localStorage keys on dashboard

Users who previously dismissed the setup checklist via the old global
erp_setup_fresh_start or erp_checklist_dismissed keys were re-gated after
the switch to a company-scoped key. Fall back to the legacy keys on read
and migrate them to the scoped key on first hit.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix: update customer email handling and anonymization rules in supportmail-to-ticket skill

* test: update audit trail to_date expectation for end-of-day timestamp

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-04-20 10:49:59 +02:00