Jakob WennbergandClaude Opus 5 4de648fb5d fix(assistant): keep proposals, selections and picks intact across a resume (#1212)
* fix(assistant): keep proposals, selections and picks intact across a resume

PR3 of the assistant UI makeover (dev_docs/assistant_redesign_plan.md section 7):
resume fidelity. Four ways the chat lost state that the user had every reason to
think was still there.

Approval cards ride on streamed staged_operation events, which are never
persisted, so reopening a conversation rendered the tool trace and the answer
but silently dropped the card. The proposal then sat in Granskning for its full
30-day expiry with nothing in the thread pointing at it. run-turn already stamps
agent_metadata.conversation_id on every staged row, so both resume paths (the
sheet's history and the /chat page) now re-attach the still-pending ones to the
last assistant turn.

Regenerate abandoned whatever the discarded turn had staged: the card left the
screen, the operation stayed pending, and the regenerated turn usually staged a
second proposal for the same booking, leaving two live proposals for one action.
It now withdraws them through the same reject path the Avslå button uses, so the
audit trail records why they went away.

The sheet's remount key ignored intentArgs while some callers pass a CONSTANT
contextRef with varying args: bulk-book always uses 'inbox:bulk' and carries the
selected ids. Selecting A+B, collapsing, then selecting C+D reopened the A+B
conversation while the user believed C+D were being booked. The key now includes
a stable serialization of the args.

Picking conversation A (slow) then B (fast) let A's late response overwrite B,
leaving the user typing into a thread they did not choose. A sequence token now
means only the newest pick may write state.

Verified: 9540 unit tests pass (11 new), lint and tsc clean on every touched
file, guards pass.

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

* docs: record the resume-fidelity decisions

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

* fix(assistant): render hydrated proposals with the same preview as live ones

pending_operations.operation_type stores the bare action name
('categorize_transaction'), while the streamed card carries the MCP tool name
('gnubok_categorize_transaction') and ApprovalCard's PreviewBlock dispatches on
that. Hydrated cards therefore fell through to the flat generic preview instead
of the journal-line one, so a resumed proposal looked materially worse than the
same proposal did live: the opposite of what this PR is for.

Found by checking the query against prod rather than trusting the mock, which is
also how the stored value space was confirmed: categorize_transaction,
create_voucher and approve_supplier_invoice are what exist in the wild, and the
four operation types that have a specialized renderer all stage unprefixed.

The test fixture now uses the real stored shape so the mapping is actually
covered rather than assumed.

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

* fix(assistant): await proposal withdrawals, surface staged-query errors, share the type

Review follow-ups on the resume-fidelity batch. All four findings were valid.

The withdrawals were fire-and-forget and raced the replacement turn, so the new
turn could stage a second proposal before the old one was rejected: the exact
double-staging this change exists to prevent. They are now awaited, a 409 counts
as withdrawn (someone else resolved it, which is all we need), and if any
withdrawal genuinely fails the turn stays on screen with an error rather than
hiding a card whose operation is still pending.

Both staged-operation loaders ignored their error result, so a database or
policy failure rendered the conversation as successful with the proposals
silently missing: again the failure this query exists to prevent, reintroduced
through the error path. Both now propagate, matching the sibling message query.

StoredStagedOperation now lives in @/types: it is a persisted API contract that
crosses a server page and three components, not an AgentChat detail.

The unserializable-args fallback used a timestamp, which collides for two
objects created in the same millisecond and changes on every render tick for the
same object, remounting the sheet mid-session. A WeakMap gives each object one
stable id for its lifetime.

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

---------

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

Open-source Swedish accounting software for sole traders (enskild firma) and limited companies (aktiebolag). Double-entry bookkeeping that complies with Swedish accounting law, built to be operated by you or by your AI agent.

License: AGPL-3.0-or-later Core Build pg-real tests Docker

Website · Hosted app · Documentation

Why Accounted?

Compliant by construction. Accounted implements double-entry bookkeeping under Swedish accounting law (Bokföringslagen). Voucher immutability, sequential voucher numbering, period locks, and 7-year document retention are enforced by database triggers, not by convention. Corrections are made the legal way, with reversal entries (storno), never by editing history. See ARCHITECTURE.md for how.

Agent-native. The full bookkeeping engine is exposed as 100+ MCP (Model Context Protocol) tools with scoped API keys, so an AI agent can do the books in Accounted: categorize transactions, draft vouchers, reconcile periods, and prepare declarations. Posting is staged for human approval, so the agent proposes and you decide.

Yours to run. AGPL-3.0 licensed and fully self-hostable with Docker and Supabase. Use the hosted version at app.gnubok.se or run your own.

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
  • Payroll -- Salary runs, payslips, and AGI (arbetsgivardeklaration) employer declarations
  • 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
  • Agent access (MCP) -- 100+ bookkeeping tools over the Model Context Protocol, with scoped API keys and staged approvals
  • Extension system -- Opt-in plugins for AI categorization, receipt OCR, email, calendar, and more

Self-Hosting

git clone https://github.com/erp-mafia/accounted.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 docs/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

See CONTRIBUTING.md for the full development workflow.

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

Community

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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