Jakob WennbergandClaude Fable 5 11400b4dec fix(banking): base sync date suggestions on booked coverage and the real fiscal period (#956)
* fix(enable-banking): base sync date suggestions on booked coverage and actual fiscal period

The "start after your bookkeeping" suggestion in the account picker now
uses the latest posted verifikat date (journal_entries, status posted)
instead of sie_imports.fiscal_year_end: the fiscal period end can lie
months past the last actually booked transaction, so the old suggestion
made users skip every unbooked transaction in between. Companies with
no posted entries get no suggestion instead of a misleading one.

The suggested start date (day after the last posted verifikat) is
clamped to today (UTC): the PATCH handler rejects non-past
initial_lookback_from_date values, so a company whose latest verifikat
is dated today would otherwise be suggested tomorrow and get a 400 when
saving.

"Sedan raekenskapsaarets boerjan" now resolves from the fiscal_periods
row containing today, falling back to the recurring
fiscal_year_start_month setting only when no period row exists, so an
extended or shortened first fiscal year (e.g. 2025-10-01 to 2026-12-31)
resolves to its real start date instead of the recurring-year date.

Date logic extracted to lib/date-suggestions.ts with regression tests
covering both issue scenarios.

Fixes #917

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(banking): keep the fiscal-year date masked when the settings fetch fails (CodeRabbit)

A failed company_settings or fiscal_periods query silently fell back to
the calendar-year default, the exact misleading suggestion issue #917
removes. On error the date now stays masked and the request-side
fallback remains the recurring-setting derivation.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-09 21:20:24 +02:00
2026-07-05 03:05:09 +02:00
2026-06-12 16:35:30 +02:00
2026-07-05 03:05:09 +02:00
2026-07-09 12:19:57 +02:00
2026-07-09 12:19:57 +02:00
2026-07-05 03:05:09 +02:00
2026-07-08 09:54:46 +02:00
2026-07-05 03:05:09 +02:00
2026-07-05 03:05:09 +02:00
2026-07-05 03:05:09 +02:00
2026-07-05 03:05:09 +02:00
2026-07-07 01:14:59 +02:00

Accounted

Open-source Swedish accounting software for sole traders (enskild firma) and limited companies (aktiebolag).

License: AGPL-3.0-or-later

What is Accounted?

Accounted implements double-entry bookkeeping compliant with Swedish accounting law (Bokforingslagen). It supports the BAS 2026 chart of accounts, handles VAT declarations (momsdeklaration), SIE import/export, and enforces 7-year document retention. Built for sole traders and limited companies operating in Sweden.

Features

  • Double-entry bookkeeping -- BAS 2026 chart of accounts, draft/commit workflow, sequential voucher numbering
  • Invoicing -- Create, send, and track invoices with mixed VAT rates and PDF generation
  • Bank reconciliation -- PSD2 bank connection via Enable Banking, 4-pass automatic matching
  • VAT declaration -- SKV 4700 form mapping, per-rate breakdown, EU/export handling
  • Tax reports -- NE-bilaga, INK2, SRU export for Skatteverket
  • Supplier invoices -- Registration, payment tracking, input VAT deduction
  • Document archive -- SHA-256 integrity, 7-year retention enforcement, full archive ZIP export
  • SIE import/export -- Standard Swedish accounting interchange format
  • Extension system -- Opt-in plugins for AI categorization, receipt OCR, email, calendar, and more

Self-Hosting

git clone https://github.com/erp-mafia/gnubok.git
cd Accounted
./setup.sh              # Prompts for Supabase credentials, generates .env
docker compose up -d

You need a Supabase project and must apply the database migrations before first use. See SELF-HOSTING.md for the full step-by-step guide, including Supabase setup, auth configuration, optional features (AI, email, push notifications), and troubleshooting.

Development Setup

Prerequisites: Node.js 20+, a Supabase project.

npm install
npm run dev       # Start dev server (auto-generates extension registry)
npm test          # Run tests
npm run build     # Production build
npm run lint      # ESLint

Tech Stack

  • Framework: Next.js 16 (App Router), React 19, TypeScript (strict)
  • Database: Supabase (PostgreSQL + Row Level Security + email/password auth + TOTP MFA)
  • Styling: Tailwind CSS 4 + shadcn/ui
  • Integrations: Enable Banking (PSD2), Anthropic SDK, LangChain, OpenAI, Resend, JSZip

Documentation

  • SELF-HOSTING.md -- Full self-hosting guide (Docker, Supabase setup, migrations, optional features)
  • CLAUDE.md -- Architecture, bookkeeping engine, database conventions, extension system
  • CONTRIBUTING.md -- Development workflow, code style, pull request process
  • SECURITY.md -- Vulnerability reporting policy

Contributing

Contributions are welcome. See CONTRIBUTING.md for the full guide.

All commits require a DCO sign-off (git commit -s).

License

AGPL-3.0-or-later with an extension exception: third-party extensions that interact solely through the documented Extension API may be licensed under any terms, including proprietary. See LICENSE for details and NOTICE for third-party attributions.

S
Description
Accounted — svensk bokföringsmotor (AGPL, BAS 2026, BFL-compliant, 150+ MCP tools). Finance-kapacitet brevet ERPNext. ADR-ENGAGEMENT-001-tillägg.
Readme AGPL-3.0
56 MiB
Languages
TypeScript 93%
PLpgSQL 5.8%
JavaScript 0.4%
HTML 0.3%
MDX 0.2%
Other 0.1%