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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Bookkeeping Domain Reference
For Swedish accounting-law questions, use the domain skills (swedish-vat, swedish-accounting-compliance, swedish-year-end-closing, etc.). The accounting guard rails in the root CLAUDE.md always apply.
Core Services (lib/core/)
bookkeeping/period-service.ts— Fiscal period lifecycle management (open, close, lock)bookkeeping/year-end-service.ts— Year-end closing proceduresbookkeeping/storno-service.ts— Reversal/correction entry generationtax/tax-code-service.ts— Tax code definitions and ratesaudit/audit-service.ts— Audit trail and compliance loggingdocuments/document-service.ts— Document attachment lifecycle (WORM storage with version chains)
Key BAS Accounts
1510 Accounts receivable | 1930 Business bank account | 2013 Private withdrawals (EF) | 2440 Accounts payable | 2611/2621/2631 Output VAT 25%/12%/6% | 2641 Input VAT | 2645 Calculated input VAT (EU) | 2893 Shareholder loan (AB) | 3001/3002/3003 Revenue 25%/12%/6% | 3305/3308 Export/EU service revenue
BAS data (lib/bookkeeping/bas-data/): full BAS 2026 chart by class (1–8) + SRU mapping. Account numbers are strings ('1930', never 1930).
VAT Treatments
standard_25, reduced_12, reduced_6, reverse_charge, export, exempt
Invoice items support individual vat_rate values (mixed-rate invoices). Use getAvailableVatRates(customerType, vatNumberValidated) from lib/invoices/vat-rules.ts. VIES validation via lib/vat/vies-client.ts.
VAT Declaration Rutor (SKV 4700)
VatDeclarationRutor type maps to momsdeklaration:
- Ruta 05: Domestic taxable sales (3001+3002+3003)
- Ruta 06/07: Unused, always 0
- Ruta 10/11/12: Output VAT 25%/12%/6% (2611/2621/2631)
- Ruta 39/40: EU services / Export (3308/3305)
- Ruta 48: Input VAT (2641/2645)
- Ruta 49: Moms att betala/återfå = (10+11+12+30+31+32+60+61+62) − 48