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>
361 lines
12 KiB
TypeScript
361 lines
12 KiB
TypeScript
'use client'
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import { useTranslations } from 'next-intl'
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import { useCallback, useEffect, useMemo, useState } from 'react'
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import { Button } from '@/components/ui/button'
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import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card'
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import { Label } from '@/components/ui/label'
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import { Switch } from '@/components/ui/switch'
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import { useToast } from '@/components/ui/use-toast'
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import { useCompany } from '@/contexts/CompanyContext'
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import { Cloud, Download, Info, Loader2 } from 'lucide-react'
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import { ENABLED_EXTENSION_IDS } from '@/lib/extensions/_generated/enabled-extensions'
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import { getSettingsPanel } from '@/lib/extensions/settings-panel-registry'
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import type { FiscalPeriod } from '@/types'
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const CloudBackupPanel = getSettingsPanel('cloud-backup')
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const hasCloudBackup = ENABLED_EXTENSION_IDS.has('cloud-backup')
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type Scope = 'all' | 'period'
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interface EstimateResponse {
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total_bytes: number
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document_bytes: number
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document_count: number
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size_limit_bytes: number
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within_limit: boolean
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}
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const LAST_DOWNLOAD_STORAGE_KEY = 'Accounted:last-backup-download'
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export function BackupDownloadForm() {
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const t = useTranslations('settings_backup_download')
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const { toast } = useToast()
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const { company } = useCompany()
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const [scope, setScope] = useState<Scope>('all')
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const [includeDocuments, setIncludeDocuments] = useState(true)
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const [periods, setPeriods] = useState<FiscalPeriod[]>([])
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const [selectedPeriodId, setSelectedPeriodId] = useState<string>('')
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const [estimate, setEstimate] = useState<EstimateResponse | null>(null)
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const [isLoadingEstimate, setIsLoadingEstimate] = useState(false)
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const [isDownloading, setIsDownloading] = useState(false)
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const [lastDownloadedAt, setLastDownloadedAt] = useState<string | null>(null)
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const storageKey = useMemo(
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() => (company ? `${LAST_DOWNLOAD_STORAGE_KEY}:${company.id}` : null),
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[company]
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)
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useEffect(() => {
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if (!storageKey) return
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setLastDownloadedAt(window.localStorage.getItem(storageKey))
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}, [storageKey])
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useEffect(() => {
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let cancelled = false
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async function loadPeriods() {
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try {
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const res = await fetch('/api/bookkeeping/fiscal-periods')
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const { data } = await res.json()
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if (cancelled) return
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const sorted = (data || []) as FiscalPeriod[]
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setPeriods(sorted)
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if (sorted.length > 0 && !selectedPeriodId) {
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setSelectedPeriodId(sorted[0].id)
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}
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} catch {
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// silent: scope=all still works without periods loaded
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}
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}
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loadPeriods()
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return () => {
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cancelled = true
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}
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// Intentionally run once on mount
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// eslint-disable-next-line react-hooks/exhaustive-deps
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}, [])
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const estimateUrl = useMemo(() => {
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const params = new URLSearchParams({ estimate: '1', scope })
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if (scope === 'period' && selectedPeriodId) {
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params.set('period_id', selectedPeriodId)
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}
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if (!includeDocuments) {
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params.set('include_documents', 'false')
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}
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return `/api/reports/full-archive?${params.toString()}`
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}, [scope, selectedPeriodId, includeDocuments])
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useEffect(() => {
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if (scope === 'period' && !selectedPeriodId) {
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setEstimate(null)
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return
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}
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let cancelled = false
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setIsLoadingEstimate(true)
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setEstimate(null)
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;(async () => {
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try {
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const res = await fetch(estimateUrl)
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if (!res.ok) return
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const { data } = (await res.json()) as { data: EstimateResponse }
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if (!cancelled) setEstimate(data)
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} catch {
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// leave estimate null; we still let users attempt the download
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} finally {
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if (!cancelled) setIsLoadingEstimate(false)
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}
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})()
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return () => {
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cancelled = true
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}
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}, [estimateUrl, scope, selectedPeriodId])
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const downloadUrl = useMemo(() => {
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const params = new URLSearchParams({ scope })
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if (scope === 'period' && selectedPeriodId) {
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params.set('period_id', selectedPeriodId)
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}
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if (!includeDocuments) {
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params.set('include_documents', 'false')
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}
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return `/api/reports/full-archive?${params.toString()}`
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}, [scope, selectedPeriodId, includeDocuments])
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const handleDownload = useCallback(async () => {
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if (scope === 'period' && !selectedPeriodId) return
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setIsDownloading(true)
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try {
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const res = await fetch(downloadUrl)
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if (!res.ok) {
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if (res.status === 413) {
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const body = await res.json().catch(() => ({}))
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const sizeMb = body.size_bytes ? Math.round(body.size_bytes / (1024 * 1024)) : null
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toast({
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title: t('toast_too_large_title'),
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description: sizeMb
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? t('toast_too_large_with_size', { size: sizeMb })
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: t('toast_too_large_generic'),
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variant: 'destructive',
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})
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return
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}
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const body = await res.json().catch(() => ({}))
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throw new Error(body.error || t('error_create_archive'))
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}
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const blob = await res.blob()
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const contentDisposition = res.headers.get('Content-Disposition') || ''
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const match = contentDisposition.match(/filename="?([^";]+)"?/)
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const filename = match?.[1] || 'arkiv.zip'
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const url = window.URL.createObjectURL(blob)
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const link = document.createElement('a')
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link.href = url
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link.download = filename
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document.body.appendChild(link)
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link.click()
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document.body.removeChild(link)
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window.URL.revokeObjectURL(url)
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const now = new Date().toISOString()
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if (storageKey) {
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window.localStorage.setItem(storageKey, now)
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setLastDownloadedAt(now)
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}
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toast({ title: t('toast_backup_created'), description: filename })
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} catch (err) {
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toast({
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title: t('toast_backup_failed'),
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description: err instanceof Error ? err.message : t('toast_try_again'),
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variant: 'destructive',
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})
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} finally {
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setIsDownloading(false)
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}
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}, [downloadUrl, scope, selectedPeriodId, storageKey, toast, t])
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const isOverLimit = !!estimate && !estimate.within_limit && includeDocuments
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const canDownload = !isDownloading && !isOverLimit && (scope === 'all' || !!selectedPeriodId)
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return (
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<div className="space-y-8">
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<Card>
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<CardHeader>
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<CardTitle>{t('create_backup_title')}</CardTitle>
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</CardHeader>
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<CardContent className="space-y-6">
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<div className="space-y-2">
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<Label>{t('scope_label')}</Label>
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<div className="flex flex-col gap-2 sm:flex-row">
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<ScopeRadio
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checked={scope === 'all'}
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onChange={() => setScope('all')}
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label={t('scope_all_label')}
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description={t('scope_all_desc')}
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recommendedLabel={t('recommended')}
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recommended
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/>
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<ScopeRadio
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checked={scope === 'period'}
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onChange={() => setScope('period')}
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label={t('scope_period_label')}
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description={t('scope_period_desc')}
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recommendedLabel={t('recommended')}
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/>
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</div>
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</div>
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{scope === 'period' && (
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<div className="space-y-2">
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<Label htmlFor="backup-period">{t('fiscal_year_label')}</Label>
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<select
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id="backup-period"
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value={selectedPeriodId}
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onChange={(e) => setSelectedPeriodId(e.target.value)}
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className="flex h-10 w-full max-w-xs rounded-md border border-input bg-background px-3 py-2 text-sm ring-offset-background focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring focus-visible:ring-offset-2"
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disabled={periods.length === 0}
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>
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{periods.length === 0 && <option value="">{t('no_fiscal_years')}</option>}
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{periods.map((p) => (
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<option key={p.id} value={p.id}>
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{p.period_start} – {p.period_end}
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</option>
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))}
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</select>
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</div>
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)}
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<div className="flex items-start justify-between gap-4">
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<div className="space-y-1">
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<Label htmlFor="include-documents">{t('include_docs_label')}</Label>
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<p className="text-xs text-muted-foreground max-w-prose">
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{t('include_docs_help')}
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</p>
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</div>
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<Switch
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id="include-documents"
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checked={includeDocuments}
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onCheckedChange={setIncludeDocuments}
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/>
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</div>
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<div className="rounded-md border border-border/60 bg-muted/30 p-3 text-sm">
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<div className="flex items-center gap-2 text-muted-foreground">
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<Info className="h-3.5 w-3.5" />
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{isLoadingEstimate ? (
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<span>{t('calculating_size')}</span>
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) : estimate ? (
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<span>
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{t('estimated_size')} <strong className="text-foreground">{formatBytes(estimate.total_bytes)}</strong>
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{' '}({estimate.document_count} {estimate.document_count === 1 ? t('attachment_singular') : t('attachment_plural')})
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</span>
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) : (
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<span>{t('size_will_calculate')}</span>
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)}
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</div>
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{isOverLimit && (
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<p className="mt-2 text-xs text-destructive">
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{t('over_limit_message', { limit: formatBytes(estimate!.size_limit_bytes) })}
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</p>
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)}
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</div>
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<div className="flex flex-col gap-3 sm:flex-row sm:items-center sm:justify-between">
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<Button onClick={handleDownload} disabled={!canDownload}>
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{isDownloading ? (
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<>
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<Loader2 className="mr-2 h-4 w-4 animate-spin" />
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{t('creating_backup')}
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</>
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) : (
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<>
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<Download className="mr-2 h-4 w-4" />
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{t('create_and_download')}
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</>
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)}
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</Button>
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{lastDownloadedAt && (
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<p className="text-xs text-muted-foreground">
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{t('last_download')}: {formatDate(lastDownloadedAt)}
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</p>
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)}
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</div>
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</CardContent>
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</Card>
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{hasCloudBackup && CloudBackupPanel ? (
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<CloudBackupPanel />
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) : (
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<Card className="border-dashed">
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<CardHeader>
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<CardTitle className="flex items-center gap-2 text-base">
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<Cloud className="h-4 w-4 text-muted-foreground" />
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{t('cloud_sync_title')}
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</CardTitle>
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</CardHeader>
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<CardContent>
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<p className="text-sm text-muted-foreground max-w-prose">
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{t('cloud_sync_disabled_help')}
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</p>
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</CardContent>
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</Card>
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)}
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</div>
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)
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}
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interface ScopeRadioProps {
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checked: boolean
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onChange: () => void
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label: string
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description: string
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recommended?: boolean
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recommendedLabel: string
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}
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function ScopeRadio({ checked, onChange, label, description, recommended, recommendedLabel }: ScopeRadioProps) {
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return (
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<button
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type="button"
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onClick={onChange}
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className={`flex-1 rounded-lg border-2 p-3 text-left transition-colors ${
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checked ? 'border-primary bg-primary/5' : 'border-border hover:border-primary/40'
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}`}
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>
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<div className="flex items-center gap-2">
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<span className="font-medium text-sm">{label}</span>
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{recommended && (
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<span className="text-[10px] font-medium uppercase tracking-wider text-primary">
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{recommendedLabel}
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</span>
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)}
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</div>
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<p className="mt-0.5 text-xs text-muted-foreground">{description}</p>
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</button>
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)
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}
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function formatBytes(bytes: number): string {
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if (bytes < 1024) return `${bytes} B`
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const kb = bytes / 1024
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if (kb < 1024) return `${kb.toFixed(1)} kB`
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const mb = kb / 1024
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if (mb < 1024) return `${mb.toFixed(1)} MB`
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return `${(mb / 1024).toFixed(2)} GB`
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}
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function formatDate(iso: string): string {
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const d = new Date(iso)
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return d.toLocaleString('sv-SE', {
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year: 'numeric',
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month: '2-digit',
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day: '2-digit',
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hour: '2-digit',
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minute: '2-digit',
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})
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}
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