MattssonandClaude Fable 5 8d56219c31 fix(inbox): booked items no longer strand in Att gora as matched-forever (#1547)
* fix(inbox): booked items no longer strand in Att gora as matched-forever

A matched inbox item only left the active inbox when
created_journal_entry_id was stamped, and only categorizeTransactionCore
stamped it. Booking the matched transaction through any other path (the
/book dialog route, bulk-book, link-to-existing-voucher) or matching a
receipt to an already-booked transaction (receipt hunt approvals,
attach-document, match-transaction) left the item "linked" forever,
pointing at a transaction that had already left the transactions work
list. Todays hunt fix (#1524) turned this July-old gap into a visible
flood of stuck items.

Two-part fix, because stamps alone cannot cover the reported case:
created_journal_entry_id is UNIQUE (20260515090000), so on a bulk-book
samlingsverifikat only one of N matched items can ever carry it.

Write side: lib/transactions/inbox-underlag.ts is the shared
implementation all paths now call. It links matched items' documents to
the anchoring verifikat (BFL 5 kap 6-7 kap: underlag on the
verifikation) and stamps created_journal_entry_id best-effort (CAS on
null, unique_violation tolerated). Wired into categorize-core (replacing
its inline block), /book, bulk-book, linkTransactionToJournalEntry, both
attach paths (REST + pending-operation), and the inbox match-transaction
handler. The attach paths and the doc-conflict guard also resolve
bulk-booked transactions through transaction_voucher_links, which they
previously treated as unbooked.

Read side: GET /items (and /items/:id) enrich matched-but-unstamped
items with matched_transaction_journal_entry_id, and the workspace
derives "booked" from it. This is what clears the stuck rows already in
prod without a status backfill, and what covers the N-1 samlingsverifikat
items the UNIQUE constraint refuses to stamp. Bulk-book selection
filters exclude such items so "Bokfor valda" no longer offers 409 fodder.

scripts/backfill-inbox-booked-underlag.ts (dry-run by default) repairs
the historical document->verifikat links the old paths never made.

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

* fix(inbox): stamp only settled underlag, and give the backfill behandlingshistorik

Both from the Swedish accounting compliance review.

The consumed-stamp is now conditional on the underlag actually
referencing a verifikat: stamping over a failed document link hid the
item from the .is('created_journal_entry_id', null) query forever,
leaving a posted verifikation without its underlag reference
(BFL 5 kap 6-7 kap) and nothing left to surface or repair it. A failed
link now leaves the item unstamped so re-runs and the backfill can
finish the job; a document preserved on another verifikat still counts
as settled.

The backfill script now appends an InboxUnderlagBackfilled event per
repaired transaction to processing_history (BFNAR 2013:2 kap 8): a mass
repair touching underlag-to-verifikat linkage leaves a changelog trail
distinguishing it from the original booking action.

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

* refactor(inbox): backfill writes behandlingshistorik through the shared appender

From the Swedish accounting compliance review round 2: a hand-rolled
processing_history insert in the backfill script could drift from the
shared row shape and skip the PII validation. appendProcessingHistory
now delegates to appendProcessingHistoryWithClient, which takes a
caller-supplied service-role client, so standalone scripts write
behandlingshistorik through the exact same code path as the app
(BFNAR 2013:2 kap 8: one reconcilable change log across writers).

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

* fix(inbox): leave the item unstamped when its document belongs to another verifikat

Swedish accounting review round 3: refusing to steal the document was
right, but stamping the item consumed anyway hid the fact that the
transaction's own verifikat ended up with no underlag reference from it
(BFL 5 kap 6-7 kap). The anchored-elsewhere case now leaves
created_journal_entry_id null so the mismatch keeps surfacing for
reconciliation, same posture as a failed link.

Also documents in the backfill script header why its writes cannot land
in locked periods: linkToJournalEntry's UPDATE is guarded by the
enforce_period_lock DB trigger, which fires for service-role writes too.

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-13 00:49:20 +02:00
2026-07-21 23:00:15 +02:00
2026-06-12 16:35:30 +02:00
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2026-07-24 15:03:50 +02:00
2026-07-23 16:16:55 +02:00
2026-07-05 03:05:09 +02:00
2026-07-05 03:05:09 +02:00

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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