Jakob WennbergandClaude Opus 4.8
c74b19df1b
* 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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paths
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MCP Server
Accounted exposes its bookkeeping engine as an MCP server for Claude Desktop/Code.
MCP extension (extensions/general/mcp-server/): 90+ tools covering transactions, categorization, customers/suppliers, invoices, accounts, fiscal periods, reports (trial balance, GL, BS, IS, AR/supplier ledger, VAT, KPI), reconciliation, salary runs, AGI, year-end, document upload, and loadable skills. JSON-RPC 2.0. Endpoint: /api/extensions/ext/mcp-server/mcp.
OAuth 2.1 for Claude connectors: .well-known/oauth-protected-resource + .well-known/oauth-authorization-server discovery; /api/mcp-oauth/authorize, /token (PKCE), /register. Stateless AES-256-GCM auth codes (lib/auth/oauth-codes.ts). Single-use via oauth_used_codes. Allowlist: claude.ai/api/*, claude.com/api/*, localhost.
npm package (packages/gnubok-mcp): Stdio-to-HTTP bridge; users run npx gnubok-mcp with API key.
Tool authoring conventions (enforced by tests)
- Every
inputSchemamust declareadditionalProperties: falseat the top level. Guarded byextensions/general/mcp-server/__tests__/strict-schemas.test.ts. - Tool descriptions must be ≤ 280 chars (guarded by
output-schema.test.ts). NoArgs:/Returns:/Examples:blocks — those belong in JSON Schema, not description prose. Use agent-native hints like "Use to…" / "Call X first" instead. - Completion-signal pattern: tools that stage operations return
STAGED_OPERATION_SCHEMA—{ staged, risk_level, actor, message, preview, period_status?, next? }. Thestaged: trueboolean is the explicit completion signal; agents must not infer completion from prose. Do NOT introduce a parallel{ success, shouldContinue, output }envelope. - Tools that touch a fiscal-period-bound date (categorize, mark paid, create voucher, correct/reverse entry, approve supplier invoice) pass
dateForPeriodChecktostagePendingOperationso the response includesperiod_status: { period_id, status: open|locked|closed, lock_date }. Widgets and agents use this to disable writes without round-trips.