c84f951a5c2f51279277a506754b2bd94de28249
5
Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
 MattssonandClaude Opus 4.8
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abe9ac9d8c |
Fix/attributes config (#926)
* fix(git): pin LF on generated extension registry and vitest snapshots setup:extensions and vitest write these files with LF; with core.autocrlf=true git expects CRLF and flags them as phantom modifications on every dev/build run. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(security): enforce MFA on mcp-oauth consent and gate viewer storno route mcp-oauth/authorize renders an HTML consent page and issues 303 redirects that withRouteContext cannot express, so it kept raw getUser() and thereby skipped the AAL2 gate: a password-only (AAL1) session could approve consent that mints a long-lived, MFA-bypassing API key. Add a route-local requireAal2() step-up on GET and POST; AAL1 sessions redirect to /mfa/verify, BankID users are exempt. Separately, POST /api/reports/vat-declaration/rc-basis-gaps/fix calls correctEntry() (storno of a posted entry) but lacked requireWrite, so viewer-role members could trigger it. Add { requireWrite: true }. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(api): route transactions endpoints through withRouteContext Migrate the transactions routes off hand-rolled supabase.auth.getUser() onto the MFA-enforcing withRouteContext wrapper; add requireWrite on mutating handlers (book, uncategorize, attach-document, ignore, batch-match, create-from-document). Behavior and response shapes preserved; tests updated to the wrapper mock pattern. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(api): route SIE import and bank reconciliation through withRouteContext Migrate import/sie and reconciliation/bank routes onto the MFA-enforcing wrapper; requireWrite on mutations (import execute, create-accounts, mappings write verbs, link/unlink/run/mark-opening-balance). Reads (status, unmatched-entries) stay ungated. Response shapes preserved; tests added/updated to the wrapper mock pattern. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(api): route salary endpoints through withRouteContext Migrate salary employees and runs routes (plus ku, payroll-config, tax-tables) onto the MFA-enforcing wrapper; requireWrite on mutations. Personnummer masking/encryption untouched; file downloads (AGI XML, payslip PDF, payment files) keep their headers. Two payment-file GETs retain requireWrite because they stamp *_file_generated_at and previously gated viewers. Tests added/updated to the wrapper mock pattern. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(api): route report endpoints through withRouteContext Migrate the read-only report routes (trial balance, balansrapport, resultatrapport, income statement, ledgers, KPI, VAT declaration, salary journal, monthly breakdown, journal register, continuity check, full archive, etc.) onto the MFA-enforcing wrapper. All read-only, no requireWrite. JSON/XLSX/PDF/ZIP response bodies and headers preserved byte-for-byte; tests updated to the wrapper mock pattern. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(api): route invoices, skatteverket, agent and extension endpoints through withRouteContext Migrate invoices, supplier-invoices, skatteverket tax-payments, and dynamic extension routes onto the MFA-enforcing wrapper with requireWrite on mutations. The two NDJSON streaming agent routes (invoke, onboarding/stream) use requireAuth() directly (the wrapper can't wrap a streaming response) so MFA is still enforced. skatteverket payment-file GET keeps requireWrite (stamps a generated-at field). Response shapes and file headers preserved; tests added/updated. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(api): route documents, events, team and account endpoints through withRouteContext Migrate documents, events, kpi/preferences, vat/validate, support/contact onto the MFA-enforcing wrapper with requireWrite on mutations. account/password, team/accept and team/members use requireAuth() directly (user-level or pre-membership flows with no active company context) so MFA is still enforced. events keeps its dual API-key-or-session auth. Document retention guard untouched; tests added/updated. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(api): route settings and pending-operations endpoints through withRouteContext Migrate settings (api-keys, oauth-clients, booking-templates, counterparty-templates, logo, company settings) and pending-operations (commit, bulk-commit, reject, edit-before-approve) onto the MFA-enforcing wrapper with requireWrite on mutations. Credential-guarding routes keep their per-user ownership filters. Response shapes preserved; tests added/updated to the wrapper mock pattern. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * chore(guards): ratchet raw-route-auth baseline 119->1 after A1 migration Lock in the withRouteContext migration so the count cannot regress. The single remaining entry, mcp-oauth/authorize, is a documented exception (HTML consent + redirects, MFA enforced via route-local step-up). Record the campaign and requireWrite decisions in DECISIONS.md. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(vat): add eSKD momsdeklaration file export for "Deklarera via fil" Generate the Skatteverket eSKDUpload v6.0 XML file so users can file VAT by upload instead of typing every ruta into the form. Extract buildFiledAmounts() as the shared whole-krona source of truth (öre truncated per SFL 22 kap 1 §) so the XML file and the manual-filing PDF can never disagree. Adds the /eskd API route, an XML option in the report export menu, and the upload button on the manual-filing card. Strings in sv + en. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * feat(vat): add 'vat_settlement' source type and update related components * fix(booking): adjust search input layout and enable autofocus * fix(vat): support 12-digit org numbers and adjust emission order for eSKD file * fix(migration): add 'vat_settlement' to journal_entries.source_type CHECK --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Jakob WennbergandClaude Fable 5
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01dbef4015 |
feat(dimensions): PR4 reports — dimension-filtered P&L + Resultat per projekt/kostnadsställe (#862)
* feat(dimensions): PR4 reports — dimension-filtered P&L everywhere + Resultat per projekt/kostnadsställe The Project P&L milestone of the dimensions plan (dev_docs §7 PR4). One choke point lights up everything: generateTrialBalance gains options.dimensions (SIE dim → code map) pushed down as jsonb containment (dimensions @>, served by idx_jel_dimensions_gin) on both line queries, with company-wide opening balances dropped when filtered (they cannot be dimension-scoped; P&L-safe by whitelist). Resultatrapport, resultaträkning, huvudbok, monthly-breakdown and the TB drill-down inherit the filter; the KPI route filters only its P&L-side inputs (income statement, months, expense composition) — never cash/VAT. New report lib/reports/dimension-pnl.ts — "Resultat per projekt/ kostnadsställe" (Fortnox Resultatrapport projekt): value-as-column matrix over one dimension with an explicit "(Utan dimension)" bucket computed as the residual against the same trial-balance pass resultatrapport uses, so every row and the Totalt column reconcile with the unfiltered resultatrapport by construction. Registered in REPORT_CATALOG (visible only when dimensions_enabled), slug-routed view + xlsx export. UI: DimensionFilter (dimension + value picker, persistent "Filtrerad — ej fullständig rapport" chip) mounts in FocusedReport for catalog entries flagged dimensions: true; huvudbok rows show line dim codes. Statutory exclusion pinned by TEST, not convention: lib/reports/__tests__/dimension-statutory-guard.test.ts fails if the filter parser leaks into balance sheet, balansrapport, kassaflöde, VAT, SIE or full-archive routes/generators, or if the catalog whitelist widens. MCP: new gnubok_get_dimension_pnl (reports:read); dimensions filter arg on get_trial_balance/get_income_statement/get_general_ledger with resolve-don't-select (names → registry codes, resolution echoes); query_journal totals fixed to aggregate the FULL match set (was silently slice-scoped while claiming otherwise) with an honest totals_scope field, plus group_by / group_by_dimension aggregation. Also: voucher-detail dim-6 badge now uses the registry name instead of the non-standard "PR" abbreviation (#859 review follow-up). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(dimensions): address #862 review — export disclosure, prior-column suppression, period-label honesty, route hardening - Filtered XLSX/PDF exports now carry the partial-view disclosure past the file boundary (BFNAR 2013:2): filename suffix (-dim6-p001), a "Filtrerad … — ej fullständig rapport" row on every sheet, and a header note/title line in the PDFs. - Resultatrapport drops the prior-year column when a dimension filter is active — project codes are time-limited under K2/K3, so "this code last year" may be a different project (same rule as narrowed date ranges). - dimension-pnl no longer accepts fromDate: the matrix is cumulative from period_start by design (closing-balance semantics), and the period label now states exactly that instead of echoing a lower bound that was never applied. Routes/MCP tool updated to toDate-only. - dimension-pnl routes 404 on an unknown/foreign period id and cap dim_no to 4 digits (matching the MCP tool's PostgREST-path guard, which the generator now also enforces itself). - Statutory-guard test's generateTrialBalance call-site scan is paren-aware instead of a 300-char window; added fully-untagged and injection-guard test cases. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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MattssonandClaude Opus 4.6
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0dd1f5ebc1 |
feat: multi-tenant company refactor (GNU-19) (#153)
* feat: multi-tenant company refactor (GNU-19) Introduce companies table, company_members, and user_preferences to support multiple companies per user. All data scoping changes from user_id to company_id across the entire codebase. Key changes: - Database migration: new tables, company_id on 40+ tables, backfill, RLS rewrite from user_id to company-member-based, updated RPCs - Types: Company, CompanyMember, CompanyRole, UserPreferences types; company_id added to all entity interfaces; companyId on all events - Engine: all 7 core functions take companyId; storno, period, year-end services updated; 16 report generators updated - Middleware: company context resolution (cookie → prefs → first company) - API routes: ~120 routes updated with requireCompanyId() - Frontend: CompanyProvider context, layout/dashboard/onboarding updated - Extensions: context factory, 9 extensions, all lib files updated - Tests: 1880 tests passing, all helpers updated with company_id defaults Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add database migrations for multi-tenant company and team system (GNU-19) Adds company_invitations, company creation RPC, team_members, account deletion RPC, and teams table refactor migrations. Updates base multi-tenant migration with cascading FKs and onboarding_step column. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add team types and update core infrastructure for multi-tenancy (GNU-19) Adds TeamRole, MemberSource, and Team types. Refactors Supabase service client to be stateless, updates middleware for team-aware routing, extends CompanyContext with team/role fields, and updates extension service types to accept companyId. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * refactor: thread company_id through business logic functions (GNU-19) Replaces user_id scoping with company_id across all lib modules: bookkeeping, documents, transactions, invoices, reconciliation, tax, deadlines, and import. Updates corresponding tests. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * refactor: thread company_id through API routes and extensions (GNU-19) Updates all existing API routes to extract and pass companyId. Updates enable-banking and arcim-migration extensions for company-scoped transaction ingestion and sync. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add company and team management API routes (GNU-19) Adds CRUD endpoints for company members, company invitations, team members, and team invitations. Includes invite token utilities, email templates, and company switch server action. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add team/company UI components, pages, and dashboard updates (GNU-19) Adds CompanySwitcher, ConsultantEmptyState, Step0RoleChoice, company members and team management panels. Updates dashboard layout for team-aware routing, onboarding for multi-step role choice, and auth callback for team invite acceptance. Ignores supabase/.branches/. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add null guards for company in import page (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: move appUrl declaration to outer scope in invite route (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add optional chaining for company.name in members section (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add optional chaining for second company.name in members section (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add null guards for company in extension components (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: pass companyId to executeSIEImport in arcim-migration extension (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: update tests to use companyId instead of userId and improve type handling --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.6
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03b569d708 |
refactor: consolidate extension system to general-only with manifest-driven architecture
- Remove all sector-specific extensions (construction, ecommerce, export, hotel, restaurant, tech) — only general-purpose extensions remain - Move NE-bilaga and SRU export from extensions to core reports (lib/reports/) - Move moms-box-mapping from extensions/export/shared to lib/vat/ - Replace per-extension API routes with catch-all dispatcher (app/api/extensions/ext/[...path]/route.ts) - Add manifest.json for each extension with metadata, env vars, and deps - Add api-routes.ts pattern for extension-defined API endpoints - Add code generation scripts (generate-extension-registry, create-extension) - Add extensions.config.json for opt-in extension loading - Add extensions.schema.json for config validation - Add email service interface with noop default (lib/email/service.ts) - Add CI workflow (core-build.yml) to verify core builds with zero extensions - Add migration 045: expand account_type CHECK for untaxed_reserves - Update CLAUDE.md with comprehensive extension system documentation - Update all report engines and bookkeeping services for new imports - Clean up extensions.schema.json to only list existing extensions Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.6
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d0c0d8a7d2 |
feat: UX improvements — nav, reports tabs, dashboard alerts, transaction hints, settings layout
- Move Reports to Finans nav group and auto-expand Övrigt on its pages - Make report tabs horizontally scrollable with gradient fade on mobile - Surface deadlines and alerts above the fold on dashboard - Add dismissible categorization hint card on transactions page - Split settings company form into 4 separate Cards for scannability - Add monthly breakdown report, document upload zone, journal entry attachments - Add batch category selector, receipt document linking, invoice form improvements Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |