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accounted/.claude/rules/design.md
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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

8.5 KiB

paths
paths
app/**
components/**

Design Context & Design System

Always use the /frontend-design skill for new UI. The conventions below are locked — deviating from them on existing pages is a regression.

Users

Swedish sole traders (enskild firma) and small business owners (aktiebolag) who manage their own bookkeeping. They are not accountants — they are professionals (consultants, freelancers, shop owners) who want to stay compliant without hiring one. They use Accounted in short, focused sessions: sending an invoice, categorizing bank transactions, filing a VAT declaration. Speed and clarity matter.

Brand & Aesthetic

Editorial monochrome. Paper-white surfaces, hairline borders, serif headlines. The interface should feel like a well-made instrument — considered, quiet, confident. Anti-references: enterprise software (SAP/Oracle density), neon SaaS coldness.

  • Palette: Achromatic foundation. Pure white background, warm beige (40 11% 89%) for chips / active sidebar / hover / secondary buttons. Achromatic primary (no cool tint). Semantic colors (--success sage, --warning ochre, --destructive terracotta) exist but are data-only — they appear in charts and financial numbers (positive/negative deltas), never as chrome backgrounds. In chrome, only --destructive survives.
  • Typography: Hedvig Letters Serif for display headings, Geist (sans) for body, forms, and tables. Hedvig is single-weight (400) — do not apply font-medium to display text; its natural high-contrast strokes carry the weight. Tabular numbers everywhere financial data appears.
  • Surfaces: Cards sit flat on the page — no shadow, full-opacity hairline border (border-border), rounded-lg (8px). Card background matches page background; the border carries hierarchy. Dark mode drops the warm tint from secondary for a pure-gray mood shift; light mode keeps the beige.
  • Spacing: Generous whitespace. Dense data (tables, ledgers) uses tighter spacing but never feels cramped.
  • Motion: Functional, not decorative. No press-scale, no hover-lift, no spring overshoot. Hover state is a flat background shift (bg-secondary/60). transition-colors duration-150 is the default. Stagger animations on list entry are fine. Respect prefers-reduced-motion (already wired).
  • Icons: Lucide — 15px in navigation, slightly larger in empty states.

Design Principles

  1. Clarity over cleverness — Swedish labels, obvious hierarchy.
  2. Earned minimalism — remove what doesn't serve the task, keep compliance context.
  3. Numbers are first-class — tabular-nums, alignment, positive/negative clarity.
  4. Trust through consistency.
  5. Speed is a feature — optimize for the 90-second session.

Accessibility

WCAG AA (4.5:1 text, 3:1 UI). Keyboard-navigable + visible focus rings. Respect prefers-reduced-motion. Color never sole state indicator. Touch targets ≥40px (44px for mobile-critical). Icon-only buttons need aria-label.

Design System Tokens

Spacing scale. Only use Tailwind values 1, 2, 3, 4, 6, 8, 10, 12. Forbidden: 2.5, 5, hardcoded pixels in page logic.

Token Tailwind Use for
4 1 icon padding
8 2 tight inline gaps
12 3 dense list rows, badge gaps
16 4 default form / control / grid gap
24 6 card padding default (p-6)
32 8 between page sections (space-y-8 on page root)
40 10 hero spacing
48 12 top of page after header

Compact metric cards (e.g. dashboard tiles, salary KPI row) use p-4. Detail cards use p-6. Never mix p-5.

Layout.

  • Sidebar width: md:w-64 (256px). Main content offset: md:pl-64.
  • Main container: max-w-5xl mx-auto px-5 py-8 md:px-8 md:py-10 (via components/dashboard/MainContainer.tsx).
  • Page root: <div className="space-y-8">.

Primitives — always use these, don't hand-roll.

Need Component Notes
Page title + action components/ui/page-header.tsx PageHeader Use this, not bespoke <h1> + <p> blocks. Drop the description prop when it just paraphrases the title.
Data table components/ui/table.tsx Table / TableHeader / TableHead / TableRow / TableCell Header style is baked in: text-[11px] font-medium uppercase tracking-wider text-muted-foreground. Wrap in <CardContent className="p-0"> when the table is a card's primary content. Add tabular-nums to numeric cells.
Status indicator components/ui/badge.tsx <Badge variant> Variants: default / secondary / success / warning / destructive / outline. Never use raw Tailwind colors (bg-blue-100, bg-emerald-500/10, etc.) for status. Map status → variant via a small Record per feature.
No-data state components/ui/empty-state.tsx EmptyState Don't hand-roll <div className="flex flex-col items-center py-12">…</div>. Preset variants exist (EmptyInvoices, EmptyCustomers, EmptyTransactions, etc.).
Loading placeholder components/ui/skeleton.tsx <Skeleton> Don't hand-roll bg-muted rounded animate-pulse divs.
Inline help / formulas components/ui/info-tooltip.tsx InfoTooltip Hover-revealed; don't use always-visible info buttons.
Fiscal year picker components/common/FiscalYearSelector.tsx Don't use raw <select> for fiscal periods.

Tabular display rules.

  • All financial values get tabular-nums.
  • Dates in tables: tabular-nums for fixed width.
  • Right-align numeric columns (text-right).
  • For group bands inside tables (Resultatrapport-style): <tr className="bg-muted/30"><td colSpan={n} className="px-4 py-2 text-[12px] font-semibold text-muted-foreground">{label}</td></tr>.

Date formatting. Two helpers in lib/utils.ts:

  • formatDate(x) → 2026-05-11 (ISO yyyy-MM-dd). Use for accounting data — transaction dates, invoice dates, payment dates, voucher dates. Aligns in tables, matches SIE/BFL convention.
  • formatDateLong(x) → 11 maj 2026 (Swedish long form). Use for metadata — when something was created, linked, verified, expires. Settings panels and audit displays.

Never render raw {x.invoice_date} directly — always route through formatDate() for code consistency.

Currency. formatCurrency(n, currency?) from lib/utils.ts. Default SEK.

Typography.

  • Page title: use PageHeader (renders font-display text-3xl md:text-4xl tracking-tight). Do not hand-roll an <h1>.
  • Card title: <CardTitle className="text-base"> for sections, default for primary cards. The primitive already drops font-medium — do not add it back.
  • Section divider header inside a page: <h2 className="text-sm font-medium uppercase tracking-wider text-muted-foreground">.
  • Headline number: font-display text-xl tabular-nums. No font-medium — Hedvig's natural weight carries the gravitas.
  • Display font (font-display, Hedvig Letters Serif) reserved for h1/h2/h3 and primary financial numbers. If a specific font-display numeral reads weak inside a compact metric card, override that call site with font-sans tabular-nums (Geist) — better legibility on small numerals.

Forbidden / dead patterns.

  • Page descriptions that paraphrase the page title (e.g. <PageHeader title="Fakturor" description="Hantera dina fakturor">) → drop the description.
  • Two different status indicators on the same element (e.g. colored card border and Badge for status) → pick one (prefer Badge).
  • Mobile-specific <select> duplicating desktop tabs in code — use a single Tabs primitive or a single grouped Select.
  • Hand-rolled icon buttons smaller than h-10 w-10. Use shadcn Button size="icon".
  • Color-coded status using full-rainbow Tailwind palette (bg-amber-100, bg-emerald-500/10, etc.). Use Badge variants tied to the brand palette.
  • shadow-sm / shadow-md / shadow-lg on cards, buttons, or list items. The aesthetic is flat-with-hairlines — surfaces use border-border, not elevation. Shadows survive only on dialogs/popovers/dropdowns (anything that overlays the page).
  • active:scale-[...] on buttons. Buttons do not bounce.
  • bg-gradient-to-* on page or card backgrounds. Flat surfaces only.
  • font-medium on display elements (font-display, h1/h2/h3, CardTitle, PageHeader title). Hedvig is single-weight by design.
  • rounded-xl (12px) on cards. Cards are rounded-lg (8px). rounded-xl survives only on prominent hero-style surfaces if absolutely needed.
  • Opacity-suffixed border classes (border-border/30, border-border/60) on cards and primary surfaces. Use full-opacity border-border — the new border token is calibrated for that.