4af7469523
* feat(onboarding): minimal input: orgnr + moms period is the whole ask
Two fixes from the third E2E attempt (2026-08-26):
1. accounting_method is now optional in CompanySetupSchema and defaults by
form in planCompanySetup: aktiebolag = accrual (the norm), enskild
firma = cash (the common small-EF choice; legal under 3 MSEK, BFL 4
kap 4 paragraf). The plan flags the default (resolved.accountingMethodDefaulted)
and gnubok_create_company's preview carries accounting_method_defaulted
so the readback names it and the user overrides in the same 'ja'.
Never silent: the preview is the checkpoint. Applies to the MCP tool
and POST /api/v1/companies (additive; response shows the resolved
value). The lookup tool's still_to_ask no longer lists it.
2. The agent refused a real orgnr because the user said 'nytt bolag' and
the registry showed an established company ('Stopp. Numret matchar
inte ett nytt bolag'): lookup instructions now state that an
established company with F-skatt/VAT is the NORMAL case (new = new to
Accounted) and the orgnr is never second-guessed for looking
established.
Skill + plugin (v1.2.1) updated; API skill regenerated; DECISIONS.md entry.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* fix(onboarding): surface the kontantmetod 3-MSEK condition on the defaulted cash method
Compliance-review finding on #1952: the EF cash default carries a legal
eligibility condition (turnover normally under 3 MSEK, BFL 4 kap 4 §)
that a client not reading the onboarding skill would never see. The
create preview now carries accounting_method_note with the condition
whenever cash was defaulted, and the v1 pitfall states it for API
integrators. The registry cannot verify turnover, so the confirm-time
human check is the gate; the default itself stays (a brand-new EF has
zero turnover by definition).
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
---------
Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
167 lines
8.4 KiB
TypeScript
167 lines
8.4 KiB
TypeScript
import type { Skill } from './types'
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const body = `# Onboarding: set up a company in Accounted from the conversation
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From "my company is not in Accounted yet" to a working ledger without the
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user opening the web app first. The only browser steps are the ones that
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legally need a human with BankID: connecting (creating the account),
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approving the bank consent, and authorising Skatteverket. Everything else
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happens here.
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**Momentum rule: one confirmation, then keep going.** The only stop in this
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flow is the create-company preview ("stämmer detta? ja"). Never end a turn
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with "säg till när du vill fortsätta": after the confirm, call the connect
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tools immediately; when the user reports a connection done, verify it and
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continue straight into import or categorization. Staged writes still go
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through their normal approval, but that approval IS the conversation, not an
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extra pause around it.
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## When to use
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- "Sätt upp bokföring för mitt AB / min enskilda firma"
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- "Jag har precis startat bolag, hur kommer jag igång?"
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- "Lägg till ett nytt bolag" (an existing user adding a second company)
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- A byrå/consultant onboarding a new client company (pass \`team_id\`)
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## Step 0: connect
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If this session is not connected yet, the first company-scoped call (for
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example \`gnubok_create_company\`) returns an authentication challenge that the
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client shows as a Connect prompt. Tell the user: "Klicka på Connect; har du
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inget konto skapar du det där (BankID eller e-post), det tar en minut." The
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call is retried automatically once connected. Do not send the user to the web
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app to sign up first.
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## Step 1: THREE opening questions, then look up
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Open with exactly three questions, together:
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1. **Organisationsnummer?** (10 digits; an enskild firma's org number is the
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owner's personnummer, fine to use here)
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2. **Har du bokfört i ett annat system tidigare?** (Fortnox, Visma, Bokio,
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Björn Lundén, Briox, Wint, annat system, eller helt nytt bolag)
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3. **Vilken bank har företaget?** (so the bank connect link later opens that
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bank's consent directly instead of a picker)
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Then call \`gnubok_lookup_company\` with the org number. The registry answers
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most of the form; present the facts as a SHORT summary to confirm ("Jag
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hittade Example AB, Storgatan 1 i Stockholm, godkänd för F-skatt och
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momsregistrerad. Stämmer det?") and ask ONLY what \`still_to_ask\` lists.
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Never re-ask what the registry answered.
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Rules baked into that split (same as the web onboarding):
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- **F-skatt** from the registry is a fact, both true and false.
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- **VAT** is a fact ONLY when positively registered. "No VAT registration
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found" is a question, never an assumption (ML 17 kap 24 §).
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- **Moms period** is ALWAYS the user's answer when VAT-registered. Rules of
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thumb if unsure: under 1 MSEK turnover may report VAT yearly, under 40
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MSEK quarterly, above monthly.
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- **Accounting method is NOT a question**: it defaults by form (AB =
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faktureringsmetoden, enskild firma = kontantmetoden) and the preview
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flags the default. Name it in the readback ("faktureringsmetoden,
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standard för AB, säg till om du vill ha kontantmetoden") so the user can
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override in the same "ja". Cash requires turnover under 3 MSEK.
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- **Enskild firma name**: verksamhetsnamnet is freely choosable; suggest the
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registered name but let the user pick. An AB's registered name is a fact.
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- **Fiscal year**: registry data becomes a confirm question, never an open
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one. No closed period in the registry = FIRST räkenskapsår: suggest a
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start at the registration date. The end differs by form: an enskild
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firma MUST end 31 December; an AB may pick any end within 18 months of
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the start (BFL 3 kap 3 §), with 31 December as the common default, so
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present the AB's choice rather than assuming it.
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\`not_found\`/\`unavailable\`: fall back to asking the \`still_to_ask\` list and
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continue. Only \`aktiebolag\` and \`enskild_firma\` are supported today.
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## Step 2: preview, ONE confirm, create, keep moving
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Call \`gnubok_create_company\` WITHOUT \`confirm\`. Read the preview back in
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plain Swedish (form, orgnr, fiscal period dates, VAT + period, method).
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After the user's "ja": call it again with \`confirm: true\`, and in the SAME
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turn continue with step 3 or 4. Creation sets up chart, settings, first
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fiscal period, tax deadlines, and starts the 30-day trial; the connection
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uses the new company automatically.
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## Step 3 (existing bookkeeping): import it FIRST
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When the user had a previous system, history comes before the bank: it is
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the fastest path to a ledger that shows real value, and bank history rarely
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reaches far enough back anyway.
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1. Tell them where to export: **Fortnox** Register → Exportera → SIE 4,
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**Visma eEkonomi** Bokföring → Export SIE, **Bokio** Inställningar →
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Exportera data → SIE, **Björn Lundén / Briox / Wint** under Export.
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Every Swedish system exports SIE4 (.se/.sie); ask them to attach the
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file here in the chat.
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2. When the file arrives, call \`gnubok_sie_preflight\` with its content
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(\`file_content\` as read, or \`file_content_base64\` when exact bytes are
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available: that preserves åäö in CP437 exports). Summarize the scan:
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source system, fiscal years, verifikat count, balance status, org-number
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match, warnings. This is the "does it look correct" moment: surface
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problems BEFORE anything is written.
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3. On their go-ahead: \`gnubok_import_sie\` with the same file and the
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preflight's \`mappings\`. It stages for approval; after commit verify with
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\`gnubok_get_trial_balance\`.
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4. Multiple fiscal years = multiple files: import oldest first so IB/UB
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chains. If the file is very large for chat, the web wizard at
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\`/import?mode=sie\` is the fallback; Fortnox users can also run the full
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API migration (invoices, customers, documents) at
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\`/import?mode=migration&provider=fortnox\`.
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## Step 4: connect bank and Skatteverket (together, no pause)
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Call \`gnubok_connect_bank\` (pass \`bank\` from step 1 so the link opens that
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bank's consent directly) AND \`gnubok_connect_skatteverket\` in the same
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turn; on claude.ai/Desktop both render connect cards with buttons.
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- Bank: BankID + PSD2 consent, then an **account selection dialog** in the
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browser: transactions start syncing when the user saves it. Banks cap
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PSD2 history (often ~90 days); older history is the SIE import's job.
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- Skatteverket: BankID as firmatecknare; enables skattekonto sync and
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moms/AGI filing. Optional, never block on it.
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When the user says they are done (or comes back), re-call
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\`gnubok_connect_bank\` to verify \`connected\`, then go DIRECTLY to step 5.
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## Step 5: first bookkeeping, immediately
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Call \`gnubok_list_uncategorized_transactions\` as soon as the bank is
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connected: do not ask whether to proceed. Walk the categorize flow
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(\`gnubok_suggest_categories\`, \`gnubok_categorize_transaction\`, approval).
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If nothing has synced yet, say so and check again on the user's next
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message instead of making them ask.
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## Tools
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- \`gnubok_lookup_company\`: registry facts + prefill from the orgnr; call first
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- \`gnubok_create_company\`: preview (no confirm) then create (confirm=true)
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- \`gnubok_sie_preflight\`: scan a shared SIE file, nothing written
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- \`gnubok_import_sie\`: staged import; use the preflight's mappings
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- \`gnubok_connect_bank\` / \`gnubok_connect_skatteverket\`: status + connect links
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- \`gnubok_list_companies\`, \`gnubok_get_agent_briefing\`: state checks
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- \`gnubok_list_uncategorized_transactions\`: the first real bookkeeping step
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## Pitfalls
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- A VAT-registered company without a moms period is refused on purpose; do
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not work around it by claiming the company is not VAT-registered.
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- Do not create a company twice on a retry: check \`gnubok_list_companies\`
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if a create call was interrupted.
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- A preflight org-number mismatch means the file is another company's
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bookkeeping: stop and confirm, never import across companies.
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- Bookkeeping duty starts when the company exists in Accounted with a fiscal
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period. Never create a company "to try things out" for a real
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organisation; use the sandbox in the web app for demos.
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`
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export const onboardingSkill: Skill = {
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slug: 'onboarding',
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name: 'Onboarding: New Company Setup',
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summary:
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'Set up a company in chat: orgnr + previous system first, prefill via gnubok_lookup_company, one confirm to create, SIE history via preflight + staged import, then bank/Skatteverket cards.',
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tags: ['onboarding', 'setup', 'company', 'bank', 'skatteverket', 'sie', 'migration', 'agent-first'],
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body,
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tier: 'workflow',
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}
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