MattssonandClaude Fable 5 b9bf60234d feat(transactions): filter /transactions by rakenskapsar and kvartal (#1545)
* feat(transactions): filter /transactions by rakenskapsar and kvartal

User request: booking a specific period (including brutet rakenskapsar,
e.g. July-June) meant scrolling past every other year's transactions.

- New FyPicker chip in the toolbar scopes both the inbox and history views
  to a fiscal year; quarter chips (Q1-Q4, fiscal-year aligned) appear once
  a year is selected. Clicking the active quarter widens back to the year.
- Bounds are pushed into the Supabase queries (window, pending backlog,
  badge count, load-more) so pagination and the Att bokfora count stay
  consistent with the visible list; skattekonto rows are bounded client-side.
- Scope persists under a page-local localStorage key, deliberately separate
  from the shared report scope so a year picked on a report page never
  silently hides pending inbox rows.
- lib/transactions/period-filter.ts derives quarter bounds from fiscal
  period dates (handles brutet, shortened and extended years); unit tested.
- FyPicker gains an optional storageKeyPrefix prop; default unchanged.

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

* fix(transactions): never hide pending rows behind the period filter

Swedish accounting review on PR #1545: scoping the pending-backlog fetch
and badge count to the period made unbooked rows outside the selected
year vanish from the inbox worklist (BFL 5 kap: pending affarshandelser
must stay visible until booked).

- Pending-backlog fetch and the DB pending count are unscoped again;
  only the history window pages server-side within the period.
- The inbox applies the period client-side over the complete backlog;
  the tab badge counts pending rows inside the scope.
- When pending rows (bank or skattekonto) fall outside the scope, the
  footer says how many and offers Visa alla, which clears the filter
  and its persisted value.

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

* fix(transactions): guard list fetches against stale cross-scope responses

CodeRabbit on PR #1545:
- fetchTransactions/loadMoreTransactions now carry a fetch generation;
  a response applies only if no newer fetch (scope change, realtime
  refresh, load-more) started meanwhile, so a slow pre-filter request
  can no longer overwrite the active period scope's window, paging
  offsets, or loading skeleton.
- FyPicker restore effect includes storageKeyPrefix in its deps.

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

* fix(transactions): label quarter chips as fiscal-year quarters

Swedish accounting review note on PR #1545: Q1-Q4 follow the company's
rakenskapsar, which on a brutet rakenskapsar differs from the calendar
quarters that momsdeklaration periods use. Say so in the group's
aria-label and hover title so the chips are not mistaken for VAT
periods.

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-13 01:21:31 +02:00
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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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