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Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
 Jakob WennbergandClaude Opus 4.8
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c74b19df1b |
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>
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Jakob WennbergandClaude Opus 4.7
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f8f49f8426 |
Inbox page-count gate + DataList/DropdownMenu primitives (#554)
* feat(inbox): skip AI extraction for multi-page PDFs (#553) Bedrock churns for minutes on multi-page PDFs (sales reports, bank statements, contracts) and returns nothing useful. Above 3 pages we now skip extraction entirely and mark the row with extraction_skipped=true; the document still lands in the inbox and can be attached or converted manually. Same gate applies to the /items/:id/attach path. Client can also opt out via skip_extraction=true (skip_reason=client_opt_out). The InvoiceInboxWorkspace renders an "Inte AI-tolkad" badge for skipped rows, distinct from the "Felaktig" failure state (status='error'). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * refactor(ui): introduce DataList + DropdownMenu primitives, roll out across list pages DataList replaces the per-row Card pattern across Granskning, Transactions, Invoices, Supplier invoices, and Pending. One bordered container with hairline rows matches the flat-with-hairlines aesthetic in CLAUDE.md — no shadows, no state-tinted borders, secondary token for selected/hover. DropdownMenu fills the gap for row-level action menus on TransactionInboxCard, TransactionHistoryList, and the page-level action menus on /transactions and /pending. Replaces ad-hoc Popover + buttons constructions. Migrates list pages and the transaction inbox/history components onto the new primitives. No behavior change beyond the visual unification. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * chore: add agent skills + gnubok domain skills, gitignore compliance reports .agents/skills/ + skills-lock.json + symlinks under .claude/skills/ check in the vercel-labs/agent-skills set pinned by the local skill manager (deploy-to-vercel, vercel-cli-with-tokens, react-best-practices, composition-patterns, react-native-skills, react-view-transitions, web-design-guidelines). Keeps the team on the same versions. .claude/skills/industry/ + .claude/skills/modifier/ are hand-authored vertical and entity-modifier skills for the specialized accountant agent — industries (konsult-it, e-handel, bygg-hantverk, reklambyra, saas-ai) and entity overlays (holding-ab, single-shareholder-ab-fmb, mixed- verksamhet). Project-owned content; lives in the repo by design. Also gitignores .compliance-reports/ — those are large generated SARIF/dossier artifacts from the compliance scanner. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * refactor(transactions): unify inbox/history chrome, drop swipe flow The transactions page mixed two-tier filtering, a swipe-view detour, and per-row Card chrome that didn't carry its weight. This pass collapses those into a single editorial-list surface and removes the unused swipe path entirely. User-visible changes: - Mode toggle (Att bokföra / Alla transaktioner) moved from a Tabs row under the header into a dropdown to the right of a unified search bar. Search now persists when switching modes. - Removed the swipe categorization view ("Gå igenom alla") and its trigger button. The 800-line SwipeCategorizationView component is deleted; suggestion-fetching shrinks to what the template picker still consumes. - Inbox rows now show one primary action: invoice/supplier-invoice match shortcut when auto-detected, else "Bokför". A new visible Link2 icon button opens the customer or supplier invoice picker manually (chosen by amount sign). Delete becomes a plain trash button — no overflow menu since it only ever held one item. - Bulk action bar swaps "Markera som privat" for "Ta bort" with a single combined confirmation. - Built SupplierInvoicePicker mirroring InvoicePicker so expense transactions can be matched to supplier invoices from the inbox. Wired through /api/transactions/{id}/match-supplier-invoice. - Template picker dialog renamed to "Bokför transaktion"; "Bokför manuellt…" and "Matcha med faktura…" promoted from muted ghost buttons at the bottom to outline buttons at the top, above the template list. - Breathing room: row padding py-3 → py-4, primary text text-sm → text-base, amount text-base, button heights h-8 → h-9, trailing gap-2 → gap-3 (in the DataList primitive itself, so every list benefits slightly). 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: align package-lock.json with merged package.json The merge resolution took origin/main's package-lock.json (which dropped pdf-lib) but kept our package.json (which still requires pdf-lib for the invoice-inbox extension's PDFDocument import). `npm ci` rejected the mismatch. Regenerate the lock from the merged package.json so both files agree. 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: regenerate package-lock.json with npm@10 for CI compat Local npm@11 produced a lock that npm@10 (CI) rejected with "Missing: @swc/helpers@0.5.21". Regenerated with npm@10 --package-lock-only so CI can install. 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(transactions): supplier-invoice status-leak guard + drop dead prop Two follow-ups from the merge-risk audit: - SupplierInvoicePicker now mirrors InvoicePicker's status-leak guard: if a supplier invoice is still 'approved'/'overdue' but already has a payment voucher attached (journal_entry_id on supplier_invoice_payments), hide it. Closes a UX race window between payment and status flip. Partially-paid invoices still pass through. - Drop the unused onMarkPrivate prop on TransactionInboxCard and the matching handleMarkPrivate wrapper in the parent. Both became dead when the swipe-categorisation flow was removed. 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |