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>
56 lines
2.1 KiB
TypeScript
56 lines
2.1 KiB
TypeScript
import type { McpPrompt } from './types'
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/**
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* Single-action prompts. Each one is a Swedish slash-shortcut that directs
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* the model to call exactly one Accounted tool and report a short answer.
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*/
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export const prompts: McpPrompt[] = [
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{
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name: 'whats_overdue',
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description: 'Visa förfallna kundfakturor',
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text:
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'Lista mina förfallna kundfakturor. Anropa gnubok_list_invoices med status="overdue" ' +
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'och svara på svenska med en kort lista: kundnamn, belopp, antal dagar förfallen. ' +
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'Inga rekommendationer — bara fakta.',
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},
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{
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name: 'cash_today',
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description: 'Visa banksaldo just nu',
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text:
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'Hur mycket pengar har jag på företagskontot just nu? Anropa gnubok_get_balance_sheet ' +
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'för dagens datum och rapportera saldot på konto 1930. Visa även de senaste 5 transaktionerna ' +
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'via gnubok_list_uncategorized_transactions (limit=5, sortera nyast först — men inkludera även ' +
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'kategoriserade om verktyget tillåter). Svara kort på svenska.',
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},
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{
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name: 'last_month_result',
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description: 'Resultat förra månaden',
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text:
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'Visa resultaträkningen för föregående kalendermånad. Anropa gnubok_get_income_statement ' +
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'med rätt datumintervall och svara på svenska med tre siffror: intäkter, kostnader, resultat. ' +
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'Ingen analys.',
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},
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{
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name: 'vat_due',
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description: 'Moms att betala / återfå',
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text:
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'Vad är min momsskuld eller momsfordran för innevarande momsperiod? Anropa gnubok_get_vat_report ' +
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'och rapportera enbart ruta 49 (att betala / att få tillbaka) samt deadline för deklarationen. ' +
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'Ingen analys.',
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},
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{
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name: 'uncategorized_count',
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description: 'Okontrerade transaktioner',
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text:
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'Hur många banktransaktioner är okontrerade? Anropa gnubok_list_uncategorized_transactions ' +
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'och svara på svenska med tre uppgifter: antal, datum för äldsta transaktion, totalbelopp. ' +
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'Inga åtgärdsförslag.',
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},
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]
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export function findPrompt(name: string): McpPrompt | null {
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return prompts.find((p) => p.name === name) ?? null
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}
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export type { McpPrompt }
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