Jakob WennbergandClaude Fable 5 28827c2613 feat(dimensions): voucher-level retro-tagging workbench — reversal pairs hidden by default (#874)
* feat(dimensions): voucher-level retro-tagging workbench, reversal pairs hidden by default

UX rework of the BulkTagWorkbench (follow-up to #867): the verifikat is now
the unit of work, matching how users think ('that invoice belongs to project
X') and how every Swedish bookkeeping tool presents entries.

- /api/dimensions/tagging/lines returns voucher-grouped results via a
  two-step query: filters select QUALIFYING vouchers (line-level predicates
  become 'voucher has such a line' through the inner join), then the
  complete line set for each — tagging a voucher always covers the whole
  verifikat, never the filtered subset of one
- reversal pairs are EXCLUDED by default: an annulled entry and its storno
  net to zero in every dimension bucket as long as both sides carry the
  same tag, so retro-tagging them is a no-op with an asymmetry foot-gun
  attached; 'Visa annullerade' opts them back in, and the blocking
  motverifikat confirmation survives only in that view (correction rebooks
  remain taggable — only the original+storno pair is hidden)
- voucher rows: label, description, date, line count, distinct tag chips +
  'Delvis taggad' state, single total amount (no debit/credit columns);
  chevron expands to per-line rows (signed amount, per-line checkboxes)
  for the mixed case (a voucher split across projects)
- selection stays line-id based under the hood (the retag RPC is per
  line); shift-click ranges operate on vouchers; apply groups by resulting
  map and now chunks to the apply route's 500-line cap; failed vouchers
  auto-expand with their Swedish RPC errors inline
- 'endast otaggade' now means 'vouchers with at least one untagged line';
  the cap counts vouchers (default 150, max 300)

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix: pull counter-vouchers into the annulled view even outside filters (review)

Without this, a pair leg whose counter fell outside the date range would
show no motverifikat warning at all — one-sided tagging would slip
through silently, exactly the Srf U 14 skew the guard exists to prevent.
Also scope the line fetch explicitly through the parent company filter
(defense in depth).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
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Accounted

Open-source Swedish accounting software for sole traders (enskild firma) and limited companies (aktiebolag).

License: AGPL-3.0-or-later

What is Accounted?

Accounted implements double-entry bookkeeping compliant with Swedish accounting law (Bokforingslagen). It supports the BAS 2026 chart of accounts, handles VAT declarations (momsdeklaration), SIE import/export, and enforces 7-year document retention. Built for sole traders and limited companies operating in Sweden.

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
  • Supplier invoices -- Registration, payment tracking, input VAT deduction
  • Document archive -- SHA-256 integrity, 7-year retention enforcement, full archive ZIP export
  • SIE import/export -- Standard Swedish accounting interchange format
  • Extension system -- Opt-in plugins for AI categorization, receipt OCR, email, calendar, and more

Self-Hosting

git clone https://github.com/erp-mafia/gnubok.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 SELF-HOSTING.md for the full step-by-step guide, including Supabase setup, auth configuration, optional features (AI, email, push notifications), and troubleshooting.

Development Setup

Prerequisites: Node.js 20+, 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

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), Anthropic SDK, LangChain, OpenAI, Resend, JSZip

Documentation

  • SELF-HOSTING.md -- Full self-hosting guide (Docker, Supabase setup, migrations, optional features)
  • CLAUDE.md -- Architecture, bookkeeping engine, database conventions, extension system
  • CONTRIBUTING.md -- Development workflow, code style, pull request process
  • SECURITY.md -- Vulnerability reporting policy

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.

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