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>
39 lines
1.5 KiB
TypeScript
39 lines
1.5 KiB
TypeScript
import type { McpResource } from './types'
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import { getAvailableVatRates, getVatRules } from '@/lib/invoices/vat-rules'
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import type { CustomerType } from '@/types'
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const CUSTOMER_TYPES: CustomerType[] = ['individual', 'swedish_business', 'eu_business', 'non_eu_business']
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export const vatTreatmentsResource: McpResource = {
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uri: 'Accounted://settings/vat-treatments',
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name: 'VAT Treatments',
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description: 'Available VAT treatments and rates per customer type, and the resulting moms ruta on the VAT declaration. Use before creating invoices to pick the right VAT rate.',
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mimeType: 'application/json',
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read: async () => {
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const matrix: Record<string, unknown> = {}
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for (const ct of CUSTOMER_TYPES) {
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matrix[ct] = {
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unvalidated_vat: {
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rates: getAvailableVatRates(ct, false),
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default_rule: getVatRules(ct, false),
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},
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validated_vat: {
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rates: getAvailableVatRates(ct, true),
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default_rule: getVatRules(ct, true),
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},
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}
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}
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return {
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treatments: ['standard_25', 'reduced_12', 'reduced_6', 'reverse_charge', 'export', 'exempt'],
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by_customer_type: matrix,
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notes: {
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eu_business_validated: 'Reverse charge applies — invoice 0%, customer self-accounts via moms ruta 39.',
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non_eu_business: 'Export — invoice 0%, no Swedish VAT, moms ruta 40.',
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mixed_rate: 'Invoice line items can have individual VAT rates; the engine generates per-rate lines.',
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},
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}
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},
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}
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