Supp/04 27 (#361)

* fix: update fiscal period validation to account for locked periods

* fix: restrict receipt alerts and visibility to development environment

app/api/bookkeeping/fiscal-periods/__tests__/route.test.ts

@@ -65,10 +65,12 @@ function buildMockSupabase(options: {
 
       chainable.select = vi.fn().mockImplementation((_sel: string, opts?: { count?: string }) => {
         if (opts?.count === 'exact') {
-          // openCount query
+          // openCount query: .eq(company_id).eq(is_closed=false).is(locked_at, null)
           return {
             eq: vi.fn().mockReturnValue({
-              eq: vi.fn().mockResolvedValue({ count: openCount }),
+              eq: vi.fn().mockReturnValue({
+                is: vi.fn().mockResolvedValue({ count: openCount }),
+              }),
             }),
           }
         }
@@ -160,7 +162,7 @@ describe('POST /api/bookkeeping/fiscal-periods', () => {
     expect(body.error).toMatch(/must start on 2026-01-01/)
   })
 
-  it('rejects forward period when unclosed period exists', async () => {
+  it('rejects forward period when an unlocked open period exists', async () => {
     buildMockSupabase({
       allPeriods: [{ id: 'p1', period_start: '2025-01-01', period_end: '2025-12-31', is_closed: false }],
       openCount: 1,
@@ -169,7 +171,26 @@ describe('POST /api/bookkeeping/fiscal-periods', () => {
     const res = await POST(req)
     expect(res.status).toBe(409)
     const body = await res.json()
-    expect(body.error).toMatch(/unclosed period/)
+    expect(body.error).toMatch(/unlocked period/)
+  })
+
+  // Regression: BFL 6 kap allows löpande bokföring of the new year in parallel
+  // with bokslut work on the prior year (6-month deadline for årsbokslut, 7
+  // months for AB årsredovisning). A locked-but-not-yet-closed prior period is
+  // the normal state during that window and must not block creation of the
+  // next räkenskapsår. The .is('locked_at', null) filter excludes locked
+  // periods from the openCount, so the mock returns 0 here.
+  it('allows forward period creation when prior period is locked-but-not-closed', async () => {
+    buildMockSupabase({
+      allPeriods: [{ id: 'p1', period_start: '2024-01-01', period_end: '2024-12-31', is_closed: false }],
+      openCount: 0,
+      overlapping: [],
+    })
+    const req = createMockRequest({ name: 'FY 2025', period_start: '2025-01-01', period_end: '2025-12-31' })
+    const res = await POST(req)
+    expect(res.status).toBe(200)
+    const body = await res.json()
+    expect(body.data).toBeDefined()
   })
 
   it('allows backward period creation', async () => {
@@ -256,7 +277,13 @@ describe('POST /api/bookkeeping/fiscal-periods', () => {
           // eslint-disable-next-line @typescript-eslint/no-explicit-any
           select: vi.fn().mockImplementation((_sel: string, opts?: any) => {
             if (opts?.count === 'exact') {
-              return { eq: vi.fn().mockReturnValue({ eq: vi.fn().mockResolvedValue({ count: 0 }) }) }
+              return {
+                eq: vi.fn().mockReturnValue({
+                  eq: vi.fn().mockReturnValue({
+                    is: vi.fn().mockResolvedValue({ count: 0 }),
+                  }),
+                }),
+              }
             }
             if (callNum === 1) {
               return {
@@ -313,7 +340,13 @@ describe('POST /api/bookkeeping/fiscal-periods', () => {
           // eslint-disable-next-line @typescript-eslint/no-explicit-any
           select: vi.fn().mockImplementation((_sel: string, opts?: any) => {
             if (opts?.count === 'exact') {
-              return { eq: vi.fn().mockReturnValue({ eq: vi.fn().mockResolvedValue({ count: 0 }) }) }
+              return {
+                eq: vi.fn().mockReturnValue({
+                  eq: vi.fn().mockReturnValue({
+                    is: vi.fn().mockResolvedValue({ count: 0 }),
+                  }),
+                }),
+              }
             }
             if (callNum === 1) {
               return {

app/api/bookkeeping/fiscal-periods/route.ts

@@ -100,16 +100,20 @@ export async function POST(request: Request) {
         )
       }
 
-      // Enforce: max one unclosed period (no skipping ahead) — forward only
+      // Enforce: max one editable prior period (no skipping ahead) — forward only.
+      // Locked periods are write-blocked by enforce_period_lock and so don't
+      // represent skipping ahead; they're the normal state during bokslut work,
+      // which BFL 6 kap allows in parallel with löpande bokföring of the new year.
       const { count: openCount } = await supabase
         .from('fiscal_periods')
         .select('id', { count: 'exact', head: true })
         .eq('company_id', companyId)
         .eq('is_closed', false)
+        .is('locked_at', null)
 
       if (openCount && openCount > 0) {
         return NextResponse.json(
-          { error: 'Cannot create a new period while an unclosed period exists' },
+          { error: 'Cannot create a new period while an unlocked period exists' },
           { status: 409 }
         )
       }

components/dashboard/DashboardContent.tsx

@@ -163,7 +163,7 @@ export default function DashboardContent({ firstName, companyId, settings, summa
     )
   }
 
-  if (summary.receiptQueue && (summary.receiptQueue.pending_review_count > 0 || summary.receiptQueue.unmatched_receipts_count > 0)) {
+  if (process.env.NODE_ENV === 'development' && summary.receiptQueue && (summary.receiptQueue.pending_review_count > 0 || summary.receiptQueue.unmatched_receipts_count > 0)) {
     alertItems.push(
       <Link key="receipts" href="/receipts" className="group">
         <Card className="h-full border-primary/30 hover:bg-primary/[0.03] transition-colors">

components/dashboard/DashboardNav.tsx

@@ -78,7 +78,7 @@ const navItems: NavItem[] = [
   { href: '/supplier-invoices', label: 'Leverantörsfakturor', icon: FileInput, group: 'inköp', hidden: true },
   // General accounting
   { href: '/pending', label: 'Granskning', icon: ClipboardCheck, group: 'redovisning' },
-  { href: '/receipts', label: 'Kvitton', icon: Receipt, group: 'redovisning', hidden: !ENABLED_EXTENSION_IDS.has('invoice-inbox'), devBadge: true },
+  { href: '/receipts', label: 'Kvitton', icon: Receipt, group: 'redovisning', hidden: !ENABLED_EXTENSION_IDS.has('invoice-inbox') || process.env.NODE_ENV !== 'development', devBadge: true },
   { href: '/agent-inbox', label: 'Agent-inkorg', icon: Sparkles, group: 'redovisning', hidden: !ENABLED_EXTENSION_IDS.has('ai-agent') || !isAgentInboxEnabled(), devBadge: true },
   { href: '/transactions', label: 'Transaktioner', icon: ArrowLeftRight, group: 'redovisning' },
   { href: '/bookkeeping', label: 'Bokföring', icon: BookOpen, group: 'redovisning' },