* feat(salary): one-click AGI submission with filing state machine and success feedback
The AGI panel required users to know that "Ladda ner AGI-fil" was the
generate step, then click submit, signing link, and kvittens manually.
A nollkorning filing stalled on "AGI-XML saknas" pointing at a UI path
that does not exist.
- New primary button "Lamna in till Skatteverket" chains the existing
endpoints client-side: generate XML if missing, POST underlag, poll
kontrollresultat, create signing link, open Mina Sidor in a tab opened
synchronously at click (popup-blocker safe). Inline stepper shows each
step; the four old buttons become collapsed advanced/recovery actions,
auto-expanded in stale-draft and rejected states. XML download stays
visible and free for manual filing.
- deriveAgiFilingState() + useAgiSubmission() lift the per-period
submission record to the run page: the progress rail and salary hero
now render the real state machine (generated, underlag inskickat,
vantar pa BankID-signatur, inlamnad med kvittensnummer) instead of
telling users to "lamna in" an already-submitted declaration.
- Success card with kvittensnummer and signature metadata once signed,
plus a toast when a poll flips the state while the page is open.
- AGI kvittens cron every 15 min instead of every 2 h so filings signed
on another device get stamped and emailed promptly.
- Advanced submit also auto-generates, and the stale "Lon -> AGI ->
Generera" error text now points at the real buttons.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* fix(enable-banking): instant OAuth callback feedback and dead-attempt cleanup
The bank redirect landed on a blank page for the several seconds the
callback spent exchanging the PSD2 session and mirroring accounts, and
every failed connect attempt left a status='error' row that rendered
forever as an "Atgard kravs" card next to a successful retry, showing
duplicate connections to the same bank.
- Stream a branded "Slutfor bankanslutningen" progress page from the
callback: the shell flushes before the session exchange starts and a
script/meta redirect follows when the work completes, with a 30s
slow-work escape hatch. Fast outcomes (denial, bad params, unknown
state) keep their plain redirects.
- Delete never-activated connection rows (no session_id, no
accounts_data) on denial or exchange failure, and sweep leftovers for
the same bank on the next connect. Established connections keep their
"Atgard krävs" card via the accounts_data guard; FKs are ON DELETE
SET NULL so deletion has no dependents.
- Show "Banken ar ansluten: hamtar dina konton" while the settings
panel loads after the callback instead of an anonymous spinner.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* fix(invoices): reject re-send of issued invoices and gate bookkeeping on the sent flip
A direct POST to /api/invoices/[id]/send against an already-issued
invoice re-emailed the customer and posted a second revenue verifikat
(createInvoiceJournalEntry has no dedup), overwriting journal_entry_id
and orphaning the first entry. Only the UI hid the button; the v1 route
and the MCP commit executor already rejected non-drafts.
- Non-draft invoices now return 409 INVOICE_ALREADY_SENT.
- The draft to sent status flip is an optimistic lock (status guard plus
row-count check); journal entry, accrual schedules, PDF archival and
the invoice.sent event only run for the request that won the flip.
- On a flip failure the journal entry is deferred: the row stays draft
and a retry re-runs the pipeline, ending with exactly one verifikat.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* fix(invoices): payment links, failure visibility and sandbox guard for recurring auto-send
- sendInvoiceFromSchedule now auto-creates an online payment link via
applyPaymentLinkToInvoice before rendering and passes the payment
link QR to the PDF: parity with the dashboard and v1 send routes,
which recurring invoices silently lacked.
- The recurring cron persists last_run_warning both when a claimed run
throws (hourly retries stay visible on the schedule) and when a stale
schedule is rolled forward, so a deterministic failure can no longer
skip a month silently.
- Auto-send is blocked for sandbox companies at the email chokepoint
(freeze-and-retain: the invoice is still generated as a draft),
covering both the cron and the run-now route with one guard.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* feat(salary): close the Fortnox payroll API gaps (phases 1-4)
Payroll now runs end-to-end through the open API, including onboarding a
client from another payroll system, with every write staged for approval.
- v1: per-employee payslips (list/detail/PDF), payslip line writes,
run roster attach/remove, absence ranges (per-day storage), jamkning
fields, cutover opening balances (single + atomic bulk PUT), vacation
balance + vacation-year-close. PUT added to the wrapper's idempotency/
test-key set (test keys could otherwise write through PUT).
- MCP: 10 new tools (get_employee/get_payslip/list_absence/
get_vacation_balance reads + staged update_payslip_line,
register_absence, create_employee, update_employee,
set_employee_opening_balances, close_vacation_year), executors, risk
tiers, op-type CHECK expansions. create_employee encrypts personnummer
at staging: pending_operations never holds plaintext.
- Scope-map audit retrofit: 11 formerly unmapped tools now scoped;
BREAKING for keys that relied on the 4 default-allow writes.
- Cutover: employee_opening_balances (derived lock trigger, self-unlocks
on run correction), engine YTD/karens/liability integration,
Ingaende saldon section in the employee editor.
- Arbetsschema-lite: employees.hours_per_week/workdays_per_week drive the
hourly/daily divisors; legacy 173/21 preserved exactly at defaults so
existing pay math is byte-identical.
- Vacation ledger + semesterberedning/arsavslut: recomputed per-year day
balances (synced on book/correct, non-fatal), year-close with the
min-20 floor, 5-year sparade-dagar expiry to forced payout, and a
2920/2940 drift adjustment via the bookkeeping engine; Semester
dashboard card with preview-then-confirm dialog.
- Fix: Zod 4 defaults leak through .partial(), which made every sparse
employee PATCH fail validation and reset defaulted columns.
Migrations 20260713100000/101000/110000/121000/122000 (applied to
staging with version rows; prod via merge). vacation_ledger renamed from
20260713120000 to avoid colliding with vat_declaration_totals_rpc.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* perf: cut dashboard page-load latency (region, round trips, caching, VAT RPC)
The dominant cost was infrastructure: Vercel functions ran in iad1
(Washington D.C.) while Supabase (DB + auth) lives in eu-north-1
(Stockholm), so every request paid 4-5 transatlantic round trips of
auth + company resolution before doing any real work (measured
530-1900ms for single-query GETs in prod logs). Pin functions to arn1
and cut the redundant work on top:
- vercel.json: functions to arn1, same city as the database
- getActiveCompanyId: preference + first-membership queries run in
parallel; the fallback result doubles as validation in the common
single-company case (one round trip instead of two sequential)
- withRouteContext: Server-Timing header and authMs/companyMs/handlerMs
in the op-completed log, so latency is attributable per phase
- dashboard layout: nav badge counts off the critical path; DashboardNav
loads them client-side via the new use-worklist-badges SWR hook with
debounced realtime revalidation
- swr (new dependency, approved): global provider; useCompanySettings
shares one cache entry across consumers and renders from cache on
back-navigation instead of re-showing skeletons
- /pending: realtime refetch debounced; bulk operations previously
fired 4 requests per row-change event
- VAT declaration: new get_vat_declaration_totals RPC returns
per-account totals, settlement-shape detection (#984) and
source_type counts in ONE round trip instead of paging every
entry+line through PostgREST. Account lists stay TS-side parameters
so ACCOUNT_RUTA remains the single source of truth. Shape-exclusion
coverage moved to tests/pg/vat-declaration-totals-rpc.pg.test.ts;
DDL already applied to staging.
- bundle: CommandPalette lazy-mounts on first Ctrl/Cmd+K, AgentChat
dynamic-imports the markdown parser, @vercel/speed-insights (new
dependency, approved) added for real-user timings
The /salary fetch-waterfall fix from the same effort already landed
inside 2084a756.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* fix(invoices): settle öre-rounded payments from the mark-paid flow
An invoice with öresavrundning shows a rounded "Att betala" on the PDF;
the customer pays that amount (up to 50 öre off the stored öre total) and
the invoice-page mark-paid flow rejected it with
MATCH_AMOUNT_EXCEEDS_REMAINING: a dead end, while the bank-transaction
match flow already absorbed the residual to 3740.
- PaymentBookingDialog now proposes the rounded bank leg plus the 3740
residual line (credit when rounded up, debit when rounded down),
resolved via getDisplayTotal from the per-invoice override and
company_settings.ore_rounding.
- settleInvoicePayment and the v1 mark-paid route absorb the sub-krona
residual, gated by planInvoicePaymentForLines: absorption applies ONLY
when the caller lines carry the exact residual on 3740; otherwise the
strict plan applies (sub-krona partials stay partial, no-3740
overshoots keep the 400), so the GL can never diverge from the AR
sub-ledger.
- planInvoicePayment absorb-band boundary tightened to >= 1 kr: an
exactly-1-kr overshoot used to slip past both the guard and the absorb
branch and silently over-record paid_amount (pre-existing on the
bank-match path).
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* fix(security): resolve all 7 PR compliance findings
- ASVS V3.3: per-request CSP nonce on the enable-banking finalize page
(mirrors the mcp-oauth consent page); inline scripts are nonce-bound
- ASVS V16: decouple callback finalize work from the response stream
(eager promise + next/server after()) so a client disconnect cannot
drop session persistence or the consent_granted audit emit
- ISO 27001 A.8.15: failed audit-event emits log through the structured
logger with a stable message for log-based alerting
- ASVS V2.3: recurring-invoice cron and run-now routes resolve
isSandboxCompany themselves and pass an explicit suppressAutoSend flag
(defence in depth around the email chokepoint, freeze-and-retain kept)
- ISO 27001 A.8.11: stagePendingOperation rejects plaintext
personnummer-bearing keys in params/preview_data (key-based guard;
EF org numbers make value-matching unsafe)
- ASVS V4.5: employee PATCH body is truly sparse; cleared number fields
are omitted instead of resetting DB values to hardcoded fallbacks
- ASVS V8.2.1: route-level tests pin the v1 cross-company deny (404 by
convention, not 403) on the payslip PDF endpoint
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* feat: implement vacation-year basis change validation and error handling
- Added tests to block vacation-year basis changes when open balances exist.
- Implemented error handling for open-balances guard query failures in the settings route.
- Enhanced absence route to reject reversed date ranges with a validation error.
- Updated absence handling to use atomic upserts instead of delete+insert for better performance and reliability.
- Refactored salary calculation logic to correctly handle age-based avgifter rates according to Skatteverket's rules.
- Improved error messaging for vacation year closure adjustments.
- Adjusted employee opening balances handling to preserve audit information during upserts.
* feat(settings): add validation to block vacation-year basis change with open balances
feat(absence): reject reversed date ranges in absence queries
fix(absence): update absence handling to use atomic upserts instead of delete+insert
fix(employee): improve validation for jamkning dates in employee updates
fix(opening-balances): ensure created_by field is preserved during upserts
test(absence): enhance tests for absence range and date validations
test(calculation): add tests for age-based avgifter rates and edge cases
test(semesterberedning): validate vacation year closure adjustments and error handling
test(employee-opening-balances): update tests to reflect changes in salary_run_employees schema
* fix(migrations): implement NOT VALID constraints for pending_operations and add validation migration
---------
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
