Accounted rebrand + swarm-skill cleanup + bank-reconciliation fixes (#643)

* feat(reconciliation): close the bank-feed loop on voucher links and re-tag mis-typed opening balances

Two related fixes to bank reconciliation correctness:

1. Auto-reconcile on voucher link. Linking an invoice or supplier invoice to
   an existing voucher previously advanced only the invoice — the bank
   transaction that paid it kept sitting in the Transactions inbox with a null
   journal_entry_id. linkInvoiceToVoucher / linkSupplierInvoiceToVoucher now
   call autoReconcileTransactionForLinkedVoucher (lib/reconciliation), which
   links the bank transaction to the same verifikat when exactly one unbooked
   line matches it. Best-effort and post-commit: a failure here never fails the
   link. The result surfaces reconciledTransactionId; the inbox row leaves the
   list and the UI shows link_success_tx_reconciled.

2. Re-tag mis-typed opening balances. getReconciliationStatus and the GL-line
   matching RPCs identify a cash account's ingående balans solely by
   journal_entries.source_type='opening_balance'. Companies migrated from other
   systems often booked the bank IB as an ordinary voucher (source_type
   'import' or 'manual'), so it was never excluded and surfaced as a phantom
   reconciliation difference equal to the opening balance. Adds:
   - migration mark_entry_as_opening_balance: a GUC-gated carve-out in the
     immutability trigger plus a SECURITY DEFINER RPC that validates the entry
     (balance-sheet lines only, dated on a fiscal-period boundary), flips the
     source_type, and writes an audit row — no blanket data sweep.
   - POST /api/reconciliation/bank/mark-opening-balance + MarkOpeningBalanceSchema.
   - BankReconciliationView action to trigger it from the IB diff.

The gnubok_create_voucher executor now accepts a typed is_opening_balance flag
and derives source_type='opening_balance' only after validating class 1/2 lines
on the period start, so new IBs land correctly typed.

Covered by lib/reconciliation auto-reconcile tests, voucher-executors tests,
and a mark-entry-as-opening-balance pg-real test.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* chore: rebrand gnubok → Accounted and prune swarm agent skills

Product rebrand and skills housekeeping. No runtime behaviour change.

Rebrand: replace user-visible "gnubok" with "Accounted" across docs, READMEs,
in-code comments, doc-site content, MCP skill/resource prose, and the
gnubok-mcp package description. The MCP resource URI scheme is moved gnubok://
→ Accounted:// consistently across resource registrations, the event-type
comment, and the resource/skill tests. Deliberately preserved as stable
identifiers (NOT rebranded): the gnubok-company-id cookie, gnubok_sk_ / gnubok_inv_
token prefixes, the gnubok-mcp npm bridge name, and the AGI <gem:Programnamn>
value (kept 'gnubok' per its source comment — it is the software identifier sent
to Skatteverket and must not churn across visual rebrands).

Skills: remove the 27 swarm-* agent SKILL.md atoms (no longer used; already
absent from the agent_atom_registry in prod), refresh the remaining skill docs,
add the .claude/rules/ path-scoped rule set, and regenerate the
seed_agent_atom_bodies migration + .skill-body-manifest.json via
`npm run skills:generate` so the DB-backed skill bodies match the trimmed set.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
This commit is contained in:
Jakob Wennberg
2026-06-03 10:52:01 +02:00
committed by GitHub
co-authored by Claude Opus 4.8
parent 331ae11867
commit c74b19df1b
183 changed files with 19621 additions and 4175 deletions
+2 -2
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@@ -22,7 +22,7 @@ import { formatCurrency } from '@/lib/utils'
// Reject is always one-click.
//
// The card posts to the existing /api/pending-operations/<id>/{commit,reject}
// endpoints — same surface the gnubok "Förslag" page uses, so there is
// endpoints — same surface the Accounted "Förslag" page uses, so there is
// exactly one approval source of record.
//
// Structured preview: when the staged envelope carries a preview object, we
@@ -228,7 +228,7 @@ export default function ApprovalCard({
}
}
// The server's `message` field (e.g. "Operation staged for review …
// Open the gnubok web app to approve or reject it.") was written for
// Open the Accounted web app to approve or reject it.") was written for
// MCP clients without an inline approval surface. Inside the in-app
// chat it's redundant noise — the agent already narrated the why
// above the card. We keep it accessible via aria-description for
+2 -2
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@@ -81,13 +81,13 @@ export default function ChatSidebar({ initialConversations }: Props) {
// conversation pane runs nearly edge-to-edge.
const [collapsed, setCollapsed] = useState(true)
useEffect(() => {
const stored = localStorage.getItem('gnubok:chat-sidebar-collapsed')
const stored = localStorage.getItem('Accounted:chat-sidebar-collapsed')
if (stored === 'false') setCollapsed(false)
}, [])
const toggleCollapsed = () => {
setCollapsed(c => {
const next = !c
try { localStorage.setItem('gnubok:chat-sidebar-collapsed', next ? 'true' : 'false') } catch {}
try { localStorage.setItem('Accounted:chat-sidebar-collapsed', next ? 'true' : 'false') } catch {}
return next
})
}