Commit Graph

4 Commits

Author SHA1 Message Date
Jakob Wennberg 920400cfb5 docs: community health files, ARCHITECTURE.md, and README overhaul (#1072)
* docs: add community health files, ARCHITECTURE.md, and README overhaul

Community layer: CODE_OF_CONDUCT (Contributor Covenant 2.1), issue
templates (bug/feature YAML forms + contact links), PR template
mirroring the Definition of Done, and a visitor-grade ARCHITECTURE.md
distilled from internal docs.

README: fix the clone/cd case mismatch, add CI/docker badges and site
links, add a Why section (compliance-by-construction, agent-native MCP
surface, self-hostable), add missing payroll and MCP feature bullets,
and restructure the documentation/community sections. Hero screenshot
slot left as a comment pending an approved shot.

CONTRIBUTING: fix stale gnubok name, link Code of Conduct and
ARCHITECTURE.md.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Signed-off-by: Jakob Wennberg <jakob.wennberg@gmail.com>

* docs: address review feedback on community files

Disable blank issues so security reports stay on the private path,
require npm run build in the PR checklist to match CONTRIBUTING, and
align ARCHITECTURE.md immutability wording with the actual trigger
behavior (controlled posted-to-reversed transition is permitted).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Signed-off-by: Jakob Wennberg <jakob.wennberg@gmail.com>

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Signed-off-by: Jakob Wennberg <jakob.wennberg@gmail.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-20 11:22:05 +02:00
Jakob Wennberg 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>

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Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-03 10:52:01 +02:00
Jakob Wennberg 091d043c85 feat: UI polish, lint fixes, onboarding redesign, help page expansion, and test improvements
Broad update across dashboard pages, components, extensions, and lib code. Includes ESLint config additions, onboarding flow redesign, settings page refactor, help page content expansion, dead code removal, and test mock fixes. Adds dev docs and public assets.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-05 23:05:49 +01:00
Jakob Wennberg f3ec634a46 feat: open-source under AGPL-3.0, redesign UI to grayscale palette, add uncategorize API, fix VAT account names
Add LICENSE (AGPL-3.0-or-later), CONTRIBUTING.md, SECURITY.md, DCO, and NOTICE files.
Rewrite README for open-source audience with self-hosting instructions.
Redesign color palette to grayscale chrome theme across all components.
Add transaction uncategorize API route with tests.
Fix VAT account name mismatches in migration 052.
Improve import page with SIE file support and loading skeleton.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-05 18:18:11 +01:00