MattssonandClaude Fable 5.1 158108ec01 fix(bank): keep other companies' accounts out of the EB account picker (#2141)
* fix(bank): keep other companies' accounts out of the EB account picker

At one-session banks (SEB) a single BankID consent returns every account
the signer can see across all their companies, so a reconnect from
company A carries company B's accounts. PR #2116 made those arrive
unchecked, labelled and unmirrored; they were still listed in company
A's picker and in the connection's account list in settings, which read
as "the wrong company's data in my books" (user report, Deepgrid group).

- New lib/claimed-accounts.ts: partitionByClaim() splits a connection's
  accounts on claimed_by_company_id; describeClaimedElsewhere() renders
  the one-line Swedish summary. Unit-tested, including the legacy
  double-claim (no flag, stays own) and carried-deselection cases.
- AccountPickerDialog: main list, "Markera alla" and the "x av y valda"
  counter cover own accounts only. Claimed accounts sit behind a
  collapsed "N konton synkas i <bolag>" disclosure (still tickable: a
  claim is a strong hint, not proof of ownership). Row markup extracted
  into renderAccountRow so both lists share it.
- BankConnectionStatus: foreign rows dropped from the details list and
  the "x av y konton synkas" count; one muted summary line instead.

No data or callback changes; brand-new never-claimed accounts still list
unchecked, since Enable Banking's account resource carries no owner org
number.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01GY5eTAUFZDoCfbdWoERrsi

* fix(bank): close the review and skeptic findings on the claimed-accounts picker

Review (CodeRabbit): describeClaimedElsewhere decided "same claimant" on
the display name; two companies can share a name. Now keyed on
claimed_by_company_id as well, with a test.

Skeptics (correctness + regression):
- The empty-own-list message asserted "synkas redan i andra bolag" even
  for a consent with no accounts at all (failed connect, nothing ticked
  at the bank). Now only when claimed accounts exist; otherwise a plain
  "inga konton" message.
- "Markera alla" stayed enabled but inert with zero own accounts:
  allSelected is now vacuously true there, so the button disables.
- A claimed account ticked inside the disclosure kept counting after the
  disclosure was collapsed: the disclosure line now names the ticked
  count so the "x av y valda" counter never exceeds what is visible.
- The pending_selection row in settings still counted foreign accounts
  ("3 konton tillgängliga" beside a picker saying none): now own
  accounts, with a dedicated line when everything is claimed elsewhere.
- Claim flags did not survive an in-place renewal (accountsMetadata is
  rebuilt without them and the guard skipped seen-on-row accounts), so
  the sibling's accounts returned to the main list unlabeled on the next
  reconnect. The callback now re-derives the label from a fresh lookup
  for accounts that stay disabled here; released claims clear themselves.
  Two callback tests.

Skeptic (compliance) hardening:
- partitionByClaim requires enabled === false alongside the flag, so a
  flagged-but-enabled row (any future writer) can never hide a syncing
  account.
- The sibling company's name is data-ph-masked on the settings summary
  line and the disclosure line, matching the row label.

Declined: CodeRabbit docstring-coverage warning (repo has no docstring
requirement; the touched functions carry inline rationale comments).

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01GY5eTAUFZDoCfbdWoERrsi

* fix(bank): keep a re-stamped sibling claim out of the cash-account mirror

CodeRabbit round 2: the renewal branch that re-derives the claim label
left the account out of guardDisabledUids, so the mirror below still ran
upsertFromPsd2 for it. The first connect never mirrored that account
(#2116), so a renewal would have planted the sibling's IBAN in this
company's cash_accounts and burned a 19xx slot for an account that stays
off. Now excluded like a fresh claim; the renewal test asserts only the
own account is mirrored.

Declined (recorded for the summary): compliance-swarm advisory that the
sibling's account metadata reaches the client. Both companies belong to
the same signed-in user and the data arrives under that user's own PSD2
consent; the ownership decision is already made server-side in the
callback, the picker only renders it. Non-blocking, no cross-user data.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01GY5eTAUFZDoCfbdWoERrsi

---------

Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-09-04 08:54:50 +02:00
2026-07-21 23:00:15 +02:00
2026-06-12 16:35:30 +02:00
2026-07-21 23:00:15 +02:00
2026-07-21 23:00:15 +02:00
2026-07-05 03:05:09 +02:00
2026-07-23 16:16:55 +02:00
2026-07-05 03:05:09 +02:00

Accounted

Open-source Swedish accounting software for sole traders (enskild firma) and limited companies (aktiebolag). Double-entry bookkeeping that complies with Swedish accounting law, built to be operated by you or by your AI agent.

License: AGPL-3.0-or-later Core Build pg-real tests Docker

Website · Hosted app · Documentation

Why Accounted?

Compliant by construction. Accounted implements double-entry bookkeeping under Swedish accounting law (Bokföringslagen). Voucher immutability, sequential voucher numbering, period locks, and 7-year document retention are enforced by database triggers, not by convention. Corrections are made the legal way, with reversal entries (storno), never by editing history. See ARCHITECTURE.md for how.

Agent-native. The full bookkeeping engine is exposed as 150+ MCP (Model Context Protocol) tools with scoped API keys or OAuth, so an AI agent can do the books in Accounted: categorize transactions, draft vouchers, reconcile periods, and prepare declarations. Posting is staged for human approval, so the agent proposes and you decide.

Yours to run. AGPL-3.0 licensed and fully self-hostable with Docker and Supabase. Use the hosted version at app.gnubok.se or run your own.

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
  • Payroll -- Salary runs, payslips, and AGI (arbetsgivardeklaration) employer declarations
  • Supplier invoices -- Registration, payment tracking, input VAT deduction
  • Supplier payment files (betalfil) -- Batch supplier payments into ISO 20022 pain.001 files for upload to the bank, rendered byte-identical on every download
  • E-invoicing (Peppol) -- Send and receive Peppol BIS Billing 3 e-invoices through Qvalia, a certified Swedish Access Point; received documents land in the supplier invoice inbox
  • Skattekonto -- Tax account transactions synced from Skatteverket or imported from statement files, linked to the booked 1630 movements for reconciliation
  • Document archive -- SHA-256 integrity, 7-year retention enforcement, full archive ZIP export
  • SIE import/export -- Standard Swedish accounting interchange format
  • Agent access (MCP) -- 150+ bookkeeping tools over the Model Context Protocol, with scoped API keys and staged approvals; connects to Claude, ChatGPT and Grok over OAuth 2.1
  • Claude connector and plugin -- Connect Claude.ai or Claude Code over OAuth 2.1 and install approval-gated workflow skills (/accounted:bookkeep, /accounted:vat, /accounted:year-end, ...) from claude-plugin/
  • Extension system -- Opt-in plugins for AI categorization, receipt OCR, email, calendar, and more

Self-Hosting

git clone https://github.com/erp-mafia/accounted.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 docs/SELF-HOSTING.md for the full step-by-step guide, including Supabase setup, auth configuration, optional features (AI, email, push notifications), and troubleshooting. To run everything on Swedish infrastructure (your own Supabase stack, Swedish hosting, AI on Swedish GPUs), see docs/SOVEREIGN.md.

Development Setup

Prerequisites: Node.js 20 or newer (CI runs Node 20; the Docker image ships Node 22), 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

See CONTRIBUTING.md for the full development workflow.

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), Qvalia (Peppol), Skatteverket, Anthropic SDK on Amazon Bedrock (eu-north-1; direct Anthropic or any OpenAI-compatible endpoint for self-hosted via the Vercel AI SDK), Resend, JSZip

Documentation

Community

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.

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Description
Accounted — svensk bokföringsmotor (AGPL, BAS 2026, BFL-compliant, 150+ MCP tools). Finance-kapacitet brevet ERPNext. ADR-ENGAGEMENT-001-tillägg.
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