Commit Graph
5 Commits
Author SHA1 Message Date
Jakob WennbergandClaude Sonnet 5 ec27228a8e style: remove em/en dashes repo-wide, add CLAUDE.md rule against them (#890)
Em dashes (—) and en dashes (–) had spread across comments, docs, tests,
and a few UI strings, reading as AI-generated boilerplate rather than
house style. Replaced each with punctuation matching its context: colon
for explanatory clauses, comma for asides, plain hyphen for numeric/legal
ranges (e.g. "21-23§"), "to"/"till" for date ranges, parentheses for
paired-dash asides. messages/en.json and messages/sv.json were fixed by
hand together to keep sv/en in sync.

Left untouched where the dash is the functional subject rather than
decorative punctuation: date-range-parser.ts's separator regex,
charset-repair.ts's CP1252 byte-mapping table (and its test), the SIE
encoding mojibake docs, generic-csv.ts's minus-sign normalizer, the
agent system-prompt files that already instruct against em dashes, and
a golden iXBRL test fixture compared byte-for-byte.

Also fixes two bugs surfaced along the way: an off-by-one in
ApiKeysPanel's scope-label split (a leftover from an earlier partial
pass), and a charset-repair test that had lost the literal en-dash it
exists to verify.

Regenerated the agent atom seed migration (skills:generate) since 27
SKILL.md files changed. Added a CLAUDE.md rule against em/en dashes,
with an explicit carve-out for the functional-dash cases above.

Co-authored-by: Claude Sonnet 5 <noreply@anthropic.com>
2026-07-04 15:58:06 +02:00
Jakob WennbergandClaude Fable 5 59ecaee650 feat(mcp): qualified identifiers in all tool output schemas (P1-2) (#877)
Agents grabbed the wrong id when list rows exposed a bare 'id' next to
qualified ids (journal_entry_id) with no type distinction, got
NOT_FOUND, and had to re-derive (agent.feedback).

Additive sweep of all 11 bare-id sites: every output identifier now
ships a fully qualified sibling (transaction_id, fact_id, atom_id,
company_id, dimension_id, dimension_value_id); the bare 'id' stays as
a deprecated alias for compatibility.

New ratchet test (qualified-ids.test.ts): a shrinking grandfathered
list carries the deprecated aliases; any NEW bare 'id' in an output
schema fails CI, every remaining alias must ship alongside its
qualified sibling, and stale grandfather entries must be pruned.
Convention documented in .claude/rules/mcp-server.md.

Full unit suite: 6,577 green.

Part of dev_docs/mcp_optimization_plan.md (P1-2).

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-03 11:20:32 +02:00
Jakob WennbergandClaude Fable 5 250cc7c450 feat(mcp): always-explicit retryable on structured errors + transient inference (P1-1) (#875)
Agents could not distinguish 'keep retrying' from 'stop, this is
broken' (agent.feedback): retryable was emitted only when a registry
entry declared true — absent otherwise, including for genuinely
transient DB/network failures whose SQLSTATE is lost when tools wrap
them as Error('Database error: ...').

- StructuredError.retryable is now a required boolean. Registry
  declaration wins; otherwise isTransientFailure() infers from Postgres
  SQLSTATEs (40001/40P01/57014/08xxx/53xxx/55P03), upstream HTTP
  statuses (408/429/5xx), and message signatures that survive wrapping
  (deadlock, serialization, statement timeout, fetch/socket failures).
- Unclassified transient failures surface as stable code
  TRANSIENT_ERROR (new registry entry, retryable: true).
- categorize_transaction accepts idempotency_key — the tool agents
  blind-retry after client-side approval-elicitation drops; the key
  makes that retry replay-safe instead of double-staging.
- Contract documented in .claude/rules/mcp-server.md. The planned
  'kind' field was dropped: the code registry already encodes it;
  retryable is the agent-actionable bit.

Every tool error already flows through the single dispatch point
(toToolError -> getStructuredError), so coverage is universal without
per-tool migration. Full unit suite: 6575 tests green.

Part of dev_docs/mcp_optimization_plan.md (P1-1).

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-03 10:29:58 +02:00
Jakob WennbergandClaude Opus 4.8 43007fa869 feat(mcp): self-describing agent surface — staging _meta, company identity, clean skill summaries (#775)
* feat(mcp): make the agent surface self-describing (staging _meta, company identity, clean summaries)

A pass over the MCP server's agent-facing surface so an agent can act
correctly without parsing description prose:

- Machine-readable staging contract: deriveToolMeta() attaches _meta to
  tools/list (and search detail=full) — { requires_approval, approve_tool,
  preflight? } — keyed off the STAGED_OPERATION_SCHEMA output schema. Literal
  _meta (e.g. UI widget hints) wins on collision. TOOL_PREFLIGHT_MAP names the
  read-only pre-flight for the few writes that have one (year-end readiness,
  VAT validate, depreciation proposal). Guarded by staging-meta.test.ts.
- Company identity in gnubok_get_agent_briefing: returns a `company` block
  (id, name, org_number, entity_type, accounting_method) so the agent can
  confirm WHICH entity it operates on and pick the right settlement account
  (accrual = credit 1510; cash = debit 19xx) before any write. Best-effort —
  a missing row never blocks the briefing. Covered by agent-briefing.test.ts.
- toSummary(): trims the long, keyword-stuffed SKILL.md frontmatter into clean
  one-liners for gnubok_list_skills / gnubok_get_agent_briefing so the client
  never truncates one mid-sentence; full bodies stay in gnubok_load_skill.
  Covered by to-summary.test.ts.
- bank-reconciliation skill: a match/link decision tree (what you have x
  whether a verifikat exists) and kontant- vs faktureringsmetoden settlement
  accounts.
- Prose/description clarifications: "Stages"/"Stages for approval" on the
  link tools; propose_dispositioner/accruals note there is no dedicated MCP
  poster; server-info documents _meta and the legacy gnubok_ tool prefix.

All 34 touched MCP tests pass. Merged cleanly on top of #759/#760 (server.ts).

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

* fix(mcp): make accounting_method description state the full settlement posting

Review (swedish-accounting-compliance): the agent-briefing schema described
accrual as "credit 1510 on payment", which reads as a one-sided entry. Spell
out both sides (payment debits 19xx AND credits 1510) so an agent can't infer a
single-leg posting that violates BFL 5 kap double-entry. Mirrors the precision
already in the bank-reconciliation skill body. Payload-size guard still passes.

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

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-25 13:42:12 +02:00
Jakob WennbergandClaude Opus 4.8 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>
2026-06-03 10:52:01 +02:00