* feat(reconciliation): skattekonto bridge engine, sync-time twin proposals, account-keyed facade
The engine half of the reconciliation page (design: Avstämningsmotorn).
- lib/reconciliation/skattekonto-reconciliation.ts: getSkattekontoReconciliationStatus
anchors at the saldo snapshot and returns the bridge (saldo hos Skatteverket,
händelser som saknas, 1630-rader utan händelse, ignorerade, ingående skillnad,
bokfört), the item buckets the page shows (proposed, unmatched external,
unmatched ledger, matched, ignored, upcoming), opening_difference,
unexplained_difference (0,00 by construction when data is consistent),
dead-link handling (a link to a reversed/draft entry counts as unlinked and is
flagged), awaiting_external for ledger lines within 5 days of the snapshot,
staleness, and a window that scopes item lists without hiding older rows.
Core reads skattekonto_transactions and the extension's snapshot row directly;
no @/extensions import.
- lib/reconciliation/gl-balance.ts: one ledger-balance helper with the
trial-balance predicate status IN (posted, reversed). The drift check summed
posted only, which misstated 1630 for any company with a storno on the account;
skattekonto-drift.ts now delegates to the helper.
- Proposals at sync: migration 20260823120000 adds suggested_journal_entry_id /
suggested_at (ON DELETE SET NULL, partial index on open rows); the sync calls
refreshSkattekontoProposals after the upsert. findMatchSuggestionsBulk now
assigns one-to-one across rows (AGI period first, then nearest date) and falls
back to an entry whose 1630 lines net to the amount (split lines); a proposal
is never a link.
- lib/reconciliation/service.ts + schemas.ts: the account-keyed facade
(bank:<cash_account_id> | skattekonto | manual:NNNN) with listReconciliationAccounts
(enabled cash accounts folded per IBAN, skattekonto when configured) and
getAccountStatus dispatching to the bank engine or the new one; shared Zod
shapes for the v1 registry, MCP schemas and the UI (PR 2).
Tests: identity on a mixed fixture, storno pair, stale snapshot, awaiting window,
window scoping, failed ledger read, live-linked entries never proposed; matcher
one-to-one and split-line cases; proposal refresh writes/clears; service
dedupe and dispatch. No UI in this PR.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* fix(reconciliation): roundOre instead of inline öre rounding (guard ratchet)
The antipattern ratchet counts Math.round(x*100)/100; the new engine used it in
five places. Switch to roundOre from @/lib/money and ratchet the baseline down
by the three occurrences this removes net of the matcher rewrite.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* feat(reconciliation): three doors over one engine: dashboard routes, v1 API and MCP tools for account-keyed reconciliation
PR 2 of the Avstämning build (design: Avstämning via API och MCP). Every door
calls lib/reconciliation/{service,items,actions}.ts; none re-implements a link.
- lib/reconciliation/items.ts: listAccountItems per account_key, the page's
buckets (proposed, unmatched_external, unmatched_ledger, matched, ignored,
upcoming), limit/offset; skattekonto from the engine, bank from the scoped
transactions + unlinked GL lines (netted per entry).
- lib/reconciliation/actions.ts: matchPairs (pairs or use_proposals, dry run,
partial success with codes), unmatchLink, setItemIgnored; emits
reconciliation.matched / reconciliation.unmatched.
- lib/skatteverket/skattekonto-link.ts: canonical core link semantics for a
skattekonto row (single line or entry net on 1630, live-link guard, race-safe
update, unlink, ignore); the extension keeps its own matchSkattekontoToEntry
until its tests are ported.
- Dashboard routes /api/reconciliation/accounts[...]: list, status, items,
links (POST), links/{linkId} (DELETE), items/{itemId}/ignore (POST); apply
directly (a human clicked).
- v1 routes /api/v1/companies/{id}/reconciliation/accounts[...]: same six,
withApiV1, new scopes reconciliation:read / reconciliation:write (write is a
staging scope for SoD), Idempotency-Key + dry_run on writes, registered for
OpenAPI, load-routes, skills/accounted-api regenerated. Legacy bank routes
and their transactions:* scopes unchanged.
- MCP: gnubok_get_reconciliation_status takes account_key (legacy bank path
untouched), new gnubok_list_reconciliation_items (default catalog),
gnubok_reconcile_match (stages reconciliation_match, preflight = status) and
gnubok_reconcile_unmatch (stages reconciliation_unmatch), both search-only to
stay under the tools/list payload ceiling; gnubok_link_transaction_to_journal_entry
moved to search. Executors in commit.ts; risk tiers medium/low; migration pair
20260823130000/130001 adds the two op types to the CHECK constraint (value
list = live prod as of 2026-08-23 + the two); close_period loadout updated.
Tests: service/actions/items/link unit tests, v1 route tests (401/403/400/404/
happy, idempotency, dry run), dashboard route tests, MCP tool tests + the guard
suite (payload ceiling, descriptions, staging meta, qualified ids). Guards and
apiskill:check green; no type errors in changed files.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* fix(reconciliation): refresh the v1 spec snapshot and keep the ignore update readable by the phantom-column guard
The six new v1 reconciliation endpoints and the two new scopes were not
recorded in the spec snapshot, and setSkattekontoRowIgnored updated
through one conditional payload, which the phantom-column scanner cannot
read (ceiling 380 -> 381). Two literal payloads instead; snapshot updated.
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>
