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accounted/lib/docs/content/cookbook/webhooks.ts
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Jakob WennbergandClaude Opus 4.8 c74b19df1b Accounted rebrand + swarm-skill cleanup + bank-reconciliation fixes (#643)
* feat(reconciliation): close the bank-feed loop on voucher links and re-tag mis-typed opening balances

Two related fixes to bank reconciliation correctness:

1. Auto-reconcile on voucher link. Linking an invoice or supplier invoice to
   an existing voucher previously advanced only the invoice — the bank
   transaction that paid it kept sitting in the Transactions inbox with a null
   journal_entry_id. linkInvoiceToVoucher / linkSupplierInvoiceToVoucher now
   call autoReconcileTransactionForLinkedVoucher (lib/reconciliation), which
   links the bank transaction to the same verifikat when exactly one unbooked
   line matches it. Best-effort and post-commit: a failure here never fails the
   link. The result surfaces reconciledTransactionId; the inbox row leaves the
   list and the UI shows link_success_tx_reconciled.

2. Re-tag mis-typed opening balances. getReconciliationStatus and the GL-line
   matching RPCs identify a cash account's ingående balans solely by
   journal_entries.source_type='opening_balance'. Companies migrated from other
   systems often booked the bank IB as an ordinary voucher (source_type
   'import' or 'manual'), so it was never excluded and surfaced as a phantom
   reconciliation difference equal to the opening balance. Adds:
   - migration mark_entry_as_opening_balance: a GUC-gated carve-out in the
     immutability trigger plus a SECURITY DEFINER RPC that validates the entry
     (balance-sheet lines only, dated on a fiscal-period boundary), flips the
     source_type, and writes an audit row — no blanket data sweep.
   - POST /api/reconciliation/bank/mark-opening-balance + MarkOpeningBalanceSchema.
   - BankReconciliationView action to trigger it from the IB diff.

The gnubok_create_voucher executor now accepts a typed is_opening_balance flag
and derives source_type='opening_balance' only after validating class 1/2 lines
on the period start, so new IBs land correctly typed.

Covered by lib/reconciliation auto-reconcile tests, voucher-executors tests,
and a mark-entry-as-opening-balance pg-real test.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* chore: rebrand gnubok → Accounted and prune swarm agent skills

Product rebrand and skills housekeeping. No runtime behaviour change.

Rebrand: replace user-visible "gnubok" with "Accounted" across docs, READMEs,
in-code comments, doc-site content, MCP skill/resource prose, and the
gnubok-mcp package description. The MCP resource URI scheme is moved gnubok://
→ Accounted:// consistently across resource registrations, the event-type
comment, and the resource/skill tests. Deliberately preserved as stable
identifiers (NOT rebranded): the gnubok-company-id cookie, gnubok_sk_ / gnubok_inv_
token prefixes, the gnubok-mcp npm bridge name, and the AGI <gem:Programnamn>
value (kept 'gnubok' per its source comment — it is the software identifier sent
to Skatteverket and must not churn across visual rebrands).

Skills: remove the 27 swarm-* agent SKILL.md atoms (no longer used; already
absent from the agent_atom_registry in prod), refresh the remaining skill docs,
add the .claude/rules/ path-scoped rule set, and regenerate the
seed_agent_atom_bodies migration + .skill-body-manifest.json via
`npm run skills:generate` so the DB-backed skill bodies match the trimmed set.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-03 10:52:01 +02:00

189 lines
8.3 KiB
TypeScript

export const COOKBOOK_WEBHOOKS_MD = `# Cookbook — set up webhooks and verify signatures end-to-end
> Subscribe a receiver to invoice events, verify HMAC signatures correctly, handle the at-least-once retry semantics, and build idempotency around the delivery id.
This is the operational companion to the [Webhooks concept page](/docs/api/webhooks) — that page explains *what* webhooks are; this one walks through *how* to wire one up correctly the first time.
## What you'll need
- A test API key with \`webhooks:manage\` scope (and \`payroll:read\` if you intend to subscribe to payroll events).
- A receiver URL that Accounted can POST to. For local development use [smee.io](https://smee.io) or \`ngrok\` — Accounted refuses webhook URLs that resolve to private IPs (SSRF protection), so localhost won't work directly.
- HTTPS only — \`http://\` URLs are rejected at registration.
## 1. Register the webhook
The response includes the HMAC signing secret **exactly once**. Capture it immediately and store it on the receiver side as an environment variable.
\`\`\`bash
curl "https://gnubok.app/api/v1/companies/$COMPANY_ID/webhooks" \\
-H "Authorization: Bearer gnubok_sk_test_..." \\
-H "Idempotency-Key: $(uuidgen)" \\
-H "Content-Type: application/json" \\
-d '{
"event_type": "invoice.paid",
"webhook_url": "https://my-receiver.example.com/gnubok",
"name": "CRM sync — invoice paid"
}'
\`\`\`
Response:
\`\`\`json
{
"data": {
"id": "wh_a8f1...",
"name": "CRM sync — invoice paid",
"event_type": "invoice.paid",
"webhook_url": "https://my-receiver.example.com/gnubok",
"active": true,
"api_version_pinned": "2026-05-12",
"secret": "whsec_b3a7c9e2...",
"created_at": "2026-05-15T12:00:00Z"
},
"meta": { "request_id": "req_...", "api_version": "2026-05-12" }
}
\`\`\`
> ⚠️ The \`secret\` field is returned only on creation. Subsequent GETs never include it. If you lose it, the recovery path is to delete the webhook and create a new one (which generates a fresh secret); receivers must re-deploy with the new value.
**Store the secret in a secrets manager** (AWS Secrets Manager, GCP Secret Manager, HashiCorp Vault, Doppler, 1Password Connect, ...) rather than a plaintext \`.env\` file or a config commit. The secret is signing material — anyone who reads it can forge events that will pass your signature check. Treat it with the same care as a database password.
## 2. Implement signature verification
Use the [Node](https://gnubok.app/docs/api/webhooks#nodejs) or [Python](https://gnubok.app/docs/api/webhooks#python) sample on the concept page. The critical detail: capture the **raw request body** before any framework JSON-parses it. Re-serialising the body produces different bytes and the signature won't match.
For an Express handler, that means \`express.raw({ type: 'application/json' })\` — NOT the default \`express.json()\` middleware. For FastAPI / Flask use \`request.get_data()\`. For Cloudflare Workers use \`await request.text()\` BEFORE \`request.json()\`.
## 3. Send a test event
The \`:test\` verb enqueues a synthetic \`webhook.test\` delivery without driving real state. The dispatcher sends it on the next per-minute cron tick.
\`\`\`bash
curl -X POST "https://gnubok.app/api/v1/companies/$COMPANY_ID/webhooks/$WEBHOOK_ID/test" \\
-H "Authorization: Bearer gnubok_sk_test_..."
\`\`\`
Response:
\`\`\`json
{
"data": { "webhook_delivery_id": "wh_dlv_...", "status": "pending" },
"meta": { "request_id": "req_...", "api_version": "2026-05-12" }
}
\`\`\`
Wait up to 60s, then check the receiver logs. The delivery should arrive with:
\`\`\`
POST /gnubok HTTP/1.1
Content-Type: application/json
X-Gnubok-Signature: t=1715797800,v1=2f5c...
X-Gnubok-Event: webhook.test
X-Gnubok-Delivery: wh_dlv_...
X-Gnubok-Api-Version: 2026-05-12
{"id":"wh_dlv_...","type":"webhook.test","api_version":"2026-05-12","created":1715797800,"data":{"object":{"hello":"from Accounted","tested_at":"2026-05-15T12:00:00Z"}},"previous_attributes":null}
\`\`\`
If your receiver returns 2xx, the delivery moves to \`delivered\`. If it returns 4xx (other than 410) or 5xx, it goes to \`failed\` and retries on the schedule \`1m / 5m / 30m / 2h / 12h / 24h / 48h\`.
## 4. Inspect the delivery
\`\`\`bash
curl "https://gnubok.app/api/v1/companies/$COMPANY_ID/webhooks/$WEBHOOK_ID/deliveries?delivery_id=$DELIVERY_ID" \\
-H "Authorization: Bearer gnubok_sk_test_..."
\`\`\`
Response carries the captured response status and body (truncated to 4 KB), which is invaluable when debugging a 4xx from the receiver:
\`\`\`json
{
"data": [{
"id": "wh_dlv_...",
"event_type": "webhook.test",
"status": "delivered",
"attempts": 1,
"next_attempt_at": "2026-05-15T12:00:00Z",
"response_status": 200,
"response_body": "ok",
"error": null,
"request_id": "whdel_...",
"created_at": "2026-05-15T12:00:00Z",
"delivered_at": "2026-05-15T12:00:01Z"
}]
}
\`\`\`
## 5. Drive a real event
Now mark a real invoice paid (or use any of the [event-emitting endpoints](/docs/api/webhooks#event-types)). The webhook handler picks up the emission and enqueues a delivery within the same request cycle.
\`\`\`bash
curl -X POST "https://gnubok.app/api/v1/companies/$COMPANY_ID/invoices/$INVOICE_ID/mark-paid" \\
-H "Authorization: Bearer gnubok_sk_test_..." \\
-H "Idempotency-Key: $(uuidgen)" \\
-H "Content-Type: application/json" \\
-d '{ "payment_date": "2026-05-22", "payment_amount": 12000.00 }'
\`\`\`
The next dispatcher tick (within 60s) delivers an \`invoice.paid\` event to your receiver carrying the full invoice payload + payment details.
## Idempotency on the receiver side
Deliveries are at-least-once. The same \`X-Gnubok-Delivery\` may arrive twice when the network drops a 200 response or your receiver times out after processing. Build idempotency around that header:
\`\`\`javascript
// Pseudo-code — adapt to your storage layer.
async function handleEvent(event) {
const inserted = await db.processedDeliveries.insertIfMissing({
delivery_id: event.id,
event_type: event.type,
received_at: new Date(),
})
if (!inserted) {
console.log('duplicate delivery, skipping', event.id)
return
}
await processBusinessLogic(event)
}
\`\`\`
This pattern: a unique constraint on \`delivery_id\`, an INSERT-on-conflict-do-nothing, and short-circuit when nothing was inserted. Every Accounted delivery passes through that gate at most once even if the dispatcher retries.
## Replaying a dead delivery
When a delivery exhausts its retries it's marked \`dead\`. After fixing the receiver, replay individual deliveries with:
\`\`\`bash
curl -X POST "https://gnubok.app/api/v1/webhook-deliveries/$DELIVERY_ID/retry" \\
-H "Authorization: Bearer gnubok_sk_test_..."
\`\`\`
The retry creates a fresh delivery row pointing at the same payload — the original audit row stays in place. Receivers see the same \`X-Gnubok-Delivery\` (the new row's id, not the original's), so the idempotency table needs no special handling.
## Auto-disable
After:
- HTTP 410 Gone from your receiver, OR
- HTTP 3xx redirect (refused to follow — SSRF policy), OR
- The webhook URL resolves to a private/loopback/link-local/cloud-metadata IP at dispatch time
…the webhook is automatically disabled (\`active=false\`, \`disabled_reason\` set). Re-enable with:
\`\`\`bash
curl -X PATCH "https://gnubok.app/api/v1/companies/$COMPANY_ID/webhooks/$WEBHOOK_ID" \\
-H "Authorization: Bearer gnubok_sk_test_..." \\
-H "Content-Type: application/json" \\
-d '{ "active": true }'
\`\`\`
This clears \`disabled_at\` and \`disabled_reason\` but does NOT replay the deliveries that died while disabled — replay them individually with the retry endpoint.
## Common pitfalls
- **Re-serialising the body.** \`JSON.parse(rawBody); JSON.stringify(parsed)\` produces different bytes than Accounted sent. Always sign-check against the raw bytes.
- **Forgetting the timestamp window.** Without a \`t\` check, an attacker who captured one signed payload can replay it forever. 5 minutes is the recommended tolerance.
- **Returning 5xx for application errors.** A 5xx triggers full retries (~72h). If a payload is malformed-but-stable, return 200 and queue for internal investigation.
- **Treating \`failed\` as terminal.** \`failed\` rows will retry; only \`delivered\` and \`dead\` are terminal. Don't alert on \`failed\` — alert when retries exhaust to \`dead\`.
`