Jakob Wennberg
c74b19df1b
* 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>
360 lines
18 KiB
TypeScript
360 lines
18 KiB
TypeScript
'use client'
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import Link from 'next/link'
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import { useTranslations } from 'next-intl'
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import {
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ArrowRight,
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CheckCircle2,
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FileCheck,
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FileText,
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Landmark,
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ArrowRightLeft,
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MessageCircle,
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ShieldCheck,
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} from 'lucide-react'
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import { Badge } from '@/components/ui/badge'
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import { cn } from '@/lib/utils'
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import { ENABLED_EXTENSION_IDS } from '@/lib/extensions/_generated/enabled-extensions'
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import { getBranding } from '@/lib/branding/service'
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const branding = getBranding()
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interface NewUserChecklistProps {
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onFreshStart: () => void
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className?: string
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/**
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* Per-step completion flags. The render flips each step from CTA to a
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* compact "done" card when its corresponding flag is true so the user
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* sees their progress without having to remember what they finished.
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*/
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hasBookkeepingImported?: boolean
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hasBankConnected?: boolean
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hasSkatteverketConnected?: boolean
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hasAgentBuilt?: boolean
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}
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export default function NewUserChecklist({
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onFreshStart,
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className,
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hasBookkeepingImported,
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hasBankConnected,
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hasSkatteverketConnected,
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hasAgentBuilt,
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}: NewUserChecklistProps) {
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const t = useTranslations('new_user_checklist')
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const hasMigration = ENABLED_EXTENSION_IDS.has('arcim-migration')
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const hasBanking = ENABLED_EXTENSION_IDS.has('enable-banking')
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const hasSkatteverket = ENABLED_EXTENSION_IDS.has('skatteverket')
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return (
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<div className={cn('min-h-[75vh] flex flex-col items-center justify-center px-4 sm:px-0 stagger-enter', className)}>
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<div className="w-full max-w-2xl">
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{/* Header — centered welcome. Data-import steps lead; building the
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assistant is the last step so a user coming from another system
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brings their books in first. */}
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<div className="text-center mb-8 md:mb-12">
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<h1 className="font-display text-2xl md:text-3xl tracking-tight">
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{t('welcome', { appName: branding.appName.toLowerCase() })}
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</h1>
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<p className="text-muted-foreground text-sm md:text-base leading-relaxed max-w-md mx-auto mt-3">
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{t('intro')}
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</p>
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</div>
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{/* Step 1: Migrate bookkeeping */}
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<div className="mb-6 md:mb-8">
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<div className="flex items-center gap-3 mb-4">
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<span className={cn(
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'h-7 w-7 rounded-full flex items-center justify-center text-xs font-semibold flex-shrink-0 tabular-nums',
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hasBookkeepingImported
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? 'bg-secondary text-foreground'
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: 'bg-foreground text-background',
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)}>
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{hasBookkeepingImported ? <CheckCircle2 className="h-4 w-4" /> : '1'}
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</span>
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<h2 className="font-display text-base tracking-tight">
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{t('step1_title')}
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</h2>
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</div>
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{hasBookkeepingImported ? (
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<div className="ml-0 sm:ml-10 p-4 sm:p-5 rounded-lg border border-border bg-secondary/40">
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<p className="text-sm text-foreground font-medium">{t('step1_done_title')}</p>
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<p className="text-xs sm:text-sm text-muted-foreground mt-1">{t('step1_done_description')}</p>
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</div>
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) : (
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<div className="space-y-3 ml-0 sm:ml-10">
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{hasMigration && (
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<Link
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href="/import?mode=migration"
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className="group block p-4 sm:p-5 rounded-lg border border-border bg-secondary/40 hover:bg-secondary/60 hover:border-primary/40 transition-colors duration-150"
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>
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<div className="flex items-start gap-3 sm:gap-4">
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<div className="p-2 sm:p-2.5 rounded-lg bg-primary/[0.08] group-hover:bg-primary/[0.12] transition-colors flex-shrink-0">
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<ArrowRightLeft className="h-4 w-4 sm:h-5 sm:w-5 text-primary" />
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</div>
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<div className="flex-1 min-w-0">
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<p className="font-medium group-hover:text-primary transition-colors text-sm sm:text-base">
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{t('migrate_title')}
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</p>
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<p className="text-xs sm:text-sm text-muted-foreground mt-1 sm:mt-1.5 leading-relaxed underline decoration-foreground/20 underline-offset-2">
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{t('migrate_description')}
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</p>
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<div className="flex flex-wrap gap-1.5 sm:gap-2 mt-2.5 sm:mt-3">
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{([
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{ name: 'Fortnox', logo: '/logos/fortnox.svg' },
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{ name: 'Visma', logo: '/logos/visma.jpeg' },
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{ name: 'Bokio', logo: '/logos/bokio.png' },
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{ name: 'Björn Lundén', logo: '/logos/bjornlunden.png' },
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{ name: 'Briox', logo: '/logos/Briox_logo.png' },
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{ name: 'SIE4-fil', logo: null },
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] as const).map(provider => (
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<div key={provider.name} className="flex items-center gap-1 sm:gap-1.5 rounded border border-border bg-muted/30 px-1.5 sm:px-2 py-0.5 sm:py-1">
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{provider.logo ? (
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<img src={provider.logo} alt={provider.name} className="h-3.5 w-3.5 sm:h-4 sm:w-4 shrink-0 rounded-sm object-contain" />
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) : (
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<FileText className="h-3.5 w-3.5 sm:h-4 sm:w-4 shrink-0 text-muted-foreground" />
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)}
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<span className="text-[10px] sm:text-[11px] font-medium text-muted-foreground">{provider.name}</span>
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</div>
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))}
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</div>
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</div>
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<ArrowRight className="h-4 w-4 text-muted-foreground/40 group-hover:text-primary/60 mt-1 flex-shrink-0 transition-colors" />
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</div>
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</Link>
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)}
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<Link
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href="/import?mode=sie"
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className="group block p-4 sm:p-5 rounded-lg border border-border hover:border-primary/40 hover:bg-primary/[0.02] transition-colors duration-150"
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>
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<div className="flex items-start gap-3 sm:gap-4">
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<div className="p-2 sm:p-2.5 rounded-lg bg-muted/60 group-hover:bg-primary/[0.08] transition-colors flex-shrink-0">
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<FileText className="h-4 w-4 sm:h-5 sm:w-5 text-muted-foreground group-hover:text-primary transition-colors" />
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</div>
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<div className="flex-1 min-w-0">
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<p className="font-medium group-hover:text-primary transition-colors text-sm sm:text-base">
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{t('sie_title')}
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</p>
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<p className="text-xs sm:text-sm text-muted-foreground mt-1 sm:mt-1.5 leading-relaxed">
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{t('sie_description')}
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</p>
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</div>
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<ArrowRight className="h-4 w-4 text-muted-foreground/40 group-hover:text-primary/60 mt-1 flex-shrink-0 transition-colors" />
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</div>
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</Link>
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</div>
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)}
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</div>
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{/* Step 2: Connect bank */}
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<div className="mb-6 md:mb-8">
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<div className="flex items-center gap-3 mb-4">
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<span className={cn(
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'h-7 w-7 rounded-full flex items-center justify-center text-xs font-semibold flex-shrink-0 tabular-nums',
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hasBankConnected
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? 'bg-secondary text-foreground'
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: 'bg-foreground text-background',
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)}>
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{hasBankConnected ? <CheckCircle2 className="h-4 w-4" /> : '2'}
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</span>
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<h2 className="font-display text-base tracking-tight">
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{t('step2_title')}
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</h2>
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</div>
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<div className="ml-0 sm:ml-10">
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{hasBankConnected ? (
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<div className="p-4 sm:p-5 rounded-lg border border-border bg-secondary/40">
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<p className="text-sm text-foreground font-medium">Bank kopplad</p>
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<p className="text-xs sm:text-sm text-muted-foreground mt-1">Transaktioner synkas automatiskt.</p>
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</div>
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) : (
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<Link
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href={hasBanking ? '/import?mode=psd2' : '/import?mode=bank'}
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className="group block p-4 sm:p-5 rounded-lg border border-border hover:border-primary/40 hover:bg-primary/[0.02] transition-colors duration-150"
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>
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<div className="flex items-start gap-3 sm:gap-4">
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<div className="p-2 sm:p-2.5 rounded-lg bg-muted/60 group-hover:bg-primary/[0.08] transition-colors flex-shrink-0">
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<Landmark className="h-4 w-4 sm:h-5 sm:w-5 text-muted-foreground group-hover:text-primary transition-colors" />
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</div>
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<div className="flex-1 min-w-0">
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<p className="font-medium group-hover:text-primary transition-colors text-sm sm:text-base">
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{t('bank_title')}
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</p>
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<p className="text-xs sm:text-sm text-muted-foreground mt-1 sm:mt-1.5 leading-relaxed">
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{hasBanking
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? t('bank_description_psd2')
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: t('bank_description_file')}
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</p>
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</div>
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<ArrowRight className="h-4 w-4 text-muted-foreground/40 group-hover:text-primary/60 mt-1 flex-shrink-0 transition-colors" />
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</div>
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</Link>
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)}
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</div>
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</div>
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{/* Step 3: Connect Skatteverket — only when the extension is enabled.
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Optional: connecting here lets Accounted submit moms + AGI and read
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skattekonto saldo, but the user can skip and do it later from
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/settings/skatteverket. The OAuth flow returns to the dashboard
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via return_to=/, which clears the gate via the same path the
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user would take naturally. */}
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{hasSkatteverket && (
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<div className="mb-8 md:mb-12">
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<div className="flex items-center gap-3 mb-4">
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<span className={cn(
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'h-7 w-7 rounded-full flex items-center justify-center text-xs font-semibold flex-shrink-0 tabular-nums',
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hasSkatteverketConnected
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? 'bg-secondary text-foreground'
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: 'bg-foreground text-background',
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)}>
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{hasSkatteverketConnected
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? <CheckCircle2 className="h-4 w-4" />
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: '3'}
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</span>
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<h2 className="font-display text-base tracking-tight">
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{t('step3_title')}
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</h2>
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<span className="text-xs text-muted-foreground">{t('optional_suffix')}</span>
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</div>
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<div className="ml-0 sm:ml-10">
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{hasSkatteverketConnected ? (
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<div className="block p-4 sm:p-5 rounded-lg border border-border bg-secondary/40">
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<div className="flex items-start gap-3 sm:gap-4">
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<div className="p-2 sm:p-2.5 rounded-lg bg-background flex-shrink-0">
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<FileCheck className="h-4 w-4 sm:h-5 sm:w-5 text-foreground" />
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</div>
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<div className="flex-1 min-w-0">
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<p className="font-medium text-sm sm:text-base text-foreground">
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{t('skatteverket_connected_title')}
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</p>
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<p className="text-xs sm:text-sm text-muted-foreground mt-1 sm:mt-1.5 leading-relaxed">
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{t('skatteverket_connected_description')}
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</p>
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</div>
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</div>
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</div>
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) : (
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// eslint-disable-next-line @next/next/no-html-link-for-pages -- /api route, not a Next page
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<a
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// Plain anchor — the authorize endpoint 302-redirects to
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// skatteverket.se; <Link> would route via Next's client
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// router which doesn't follow cross-origin redirects.
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href="/api/extensions/ext/skatteverket/authorize?return_to=/"
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className="group block p-4 sm:p-5 rounded-lg border border-border hover:border-primary/40 hover:bg-primary/[0.02] transition-colors duration-150"
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>
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<div className="flex items-start gap-3 sm:gap-4">
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<div className="p-2 sm:p-2.5 rounded-lg bg-muted/60 group-hover:bg-primary/[0.08] transition-colors flex-shrink-0">
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<FileCheck className="h-4 w-4 sm:h-5 sm:w-5 text-muted-foreground group-hover:text-primary transition-colors" />
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</div>
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<div className="flex-1 min-w-0">
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<p className="font-medium group-hover:text-primary transition-colors text-sm sm:text-base">
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{t('skatteverket_connect_title')}
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</p>
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<p className="text-xs sm:text-sm text-muted-foreground mt-1 sm:mt-1.5 leading-relaxed">
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{t('skatteverket_connect_description', { appName: branding.appName.toLowerCase() })}
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</p>
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</div>
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<ArrowRight className="h-4 w-4 text-muted-foreground/40 group-hover:text-primary/60 mt-1 flex-shrink-0 transition-colors" />
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</div>
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</a>
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)}
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</div>
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</div>
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)}
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{/* Build the assistant — always the last step, so a user migrating
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from another system brings their books in first. */}
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<div className="mb-8 md:mb-12">
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<div className="flex items-center gap-3 mb-4">
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<span className={cn(
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'h-7 w-7 rounded-full flex items-center justify-center text-xs font-semibold flex-shrink-0 tabular-nums',
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hasAgentBuilt
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? 'bg-secondary text-foreground'
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: 'bg-foreground text-background',
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)}>
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{hasAgentBuilt ? <CheckCircle2 className="h-4 w-4" /> : (hasSkatteverket ? '4' : '3')}
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</span>
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<h2 className="font-display text-base tracking-tight">
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Skapa din assistent
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</h2>
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</div>
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<div className="ml-0 sm:ml-10">
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{hasAgentBuilt ? (
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<div className="p-4 sm:p-5 rounded-lg border border-border bg-secondary/40">
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<div className="flex items-start gap-3 sm:gap-4">
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<div className="p-2 sm:p-2.5 rounded-lg bg-background flex-shrink-0">
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<MessageCircle className="h-4 w-4 sm:h-5 sm:w-5 text-foreground" />
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</div>
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<div className="flex-1 min-w-0">
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<p className="font-medium text-sm sm:text-base text-foreground">
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Assistenten är klar
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</p>
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<p className="text-xs sm:text-sm text-muted-foreground mt-1 sm:mt-1.5 leading-relaxed">
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Du kan börja chatta direkt. Justera tonalitet och kunskap i Inställningar > Assistentens minne.
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</p>
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</div>
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</div>
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</div>
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) : (
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<Link
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href="/onboarding/agent"
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className="group block p-4 sm:p-5 rounded-lg border border-border hover:border-primary/40 hover:bg-primary/[0.02] transition-colors duration-150"
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>
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<div className="flex items-start gap-3 sm:gap-4">
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<div className="p-2 sm:p-2.5 rounded-lg bg-muted/60 group-hover:bg-primary/[0.08] transition-colors flex-shrink-0">
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<MessageCircle className="h-4 w-4 sm:h-5 sm:w-5 text-muted-foreground group-hover:text-primary transition-colors" />
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</div>
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<div className="flex-1 min-w-0">
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<div className="flex items-center gap-2">
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<p className="font-medium group-hover:text-primary transition-colors text-sm sm:text-base">
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Bygg din bokföringsassistent
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</p>
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<Badge variant="secondary" className="uppercase tracking-wider">Beta</Badge>
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</div>
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<p className="text-xs sm:text-sm text-muted-foreground mt-1 sm:mt-1.5 leading-relaxed">
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Några frågor om din verksamhet kalibrerar tonalitet, signatur och vad assistenten kan. Ju mer du delar, desto bättre förstår den dig.
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</p>
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</div>
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<ArrowRight className="h-4 w-4 text-muted-foreground/40 group-hover:text-primary/60 mt-1 flex-shrink-0 transition-colors" />
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</div>
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</Link>
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)}
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</div>
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</div>
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{/* Escape hatch */}
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<div className="space-y-5">
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<div className="flex items-center gap-4">
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<div className="flex-1 h-px bg-border/60" />
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<span className="text-xs text-muted-foreground">{t('or_separator')}</span>
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<div className="flex-1 h-px bg-border/60" />
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</div>
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<div className="text-center">
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<button
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onClick={onFreshStart}
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className="text-sm text-muted-foreground hover:text-foreground transition-colors inline-flex items-center gap-1.5 group"
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>
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{t('fresh_start')}
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<ArrowRight className="h-3.5 w-3.5 group-hover:translate-x-0.5 transition-transform" />
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</button>
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|
</div>
|
|
|
|
<div className="flex items-center justify-center gap-2 pt-2">
|
|
<ShieldCheck className="h-3.5 w-3.5 text-muted-foreground/40" />
|
|
<p className="text-xs text-muted-foreground/50">
|
|
{t('security_note')}
|
|
</p>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
)
|
|
}
|