Jakob Wennberg 4be51aae67 feat(reports): behandlingshistorik report (BFL 5 kap. 11 §, BFNAR 2013:2 p. 9.16) (#1787)
* feat(reports): behandlingshistorik report (BFL 5 kap. 11 §, BFNAR 2013:2 p. 9.16)

Adds the per-räkenskapsår processing history as a first-class report in
Rapporter (Export & arkiv), with CSV/XLSX export. Until now the
behandlingshistorik only existed as raw audit_log JSON inside the
Säkerhetsbackup ZIP; revisorer ask for a readable per-year document.

- lib/reports/behandlingshistorik.ts: read model over journal_entries
  (committed_at = registreringsdatum, the complete source of bokföringsposter),
  the trigger-written audit_log (storno, deletions, diffs, kontoplan, settings,
  period lock/unlock/close, API keys, dimensions, accruals), the rättelse log,
  company_migration_resets, sie_imports and bank_file_imports. Field-level
  diffs with Swedish labels; company_settings restricted to processing-relevant
  keys (p. 9.16 second paragraph); kontoplan seeding and bulk underlag
  deletions collapse into one summary row; actor labels for users, API keys,
  MCP, agent, cron and system; fiscal-year mode unions audit rows touching the
  year's entries regardless of timestamp (bokslut/storno land after period_end),
  date-range mode narrows by registration time.
- GET /api/reports/behandlingshistorik?period_id&from_date&to_date&category&format
  (json|csv|xlsx), withRouteContext + Zod, e-mail labels via service-role
  profiles lookup scoped to the ids in the result, app version stamped.
- Report catalog row + focused view (category filter, export menu), sv/en.
- Tests: 30 read-model tests, 10 route tests; smoke-tested read-only on prod.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Kw2CFCEt8MxzbJiXMAgMVi

* fix(reports): keep behandlingshistorik queries statically resolvable for the schema guard

tests/schema/no-phantom-columns.test.ts counts `.or()` calls with non-literal
arguments as unresolvable and holds a ceiling (379); the report added two.
The audit_log table/action filter is now a string literal in the call (pinned
to AUDITED_TABLES / GLOBAL_ACTIONS by a unit test), and the migration-reset
lookup is two plain `.eq()` queries instead of an interpolated `.or()`.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Kw2CFCEt8MxzbJiXMAgMVi

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 16:45:39 +02:00
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Accounted

Open-source Swedish accounting software for sole traders (enskild firma) and limited companies (aktiebolag). Double-entry bookkeeping that complies with Swedish accounting law, built to be operated by you or by your AI agent.

License: AGPL-3.0-or-later Core Build pg-real tests Docker

Website · Hosted app · Documentation

Why Accounted?

Compliant by construction. Accounted implements double-entry bookkeeping under Swedish accounting law (Bokföringslagen). Voucher immutability, sequential voucher numbering, period locks, and 7-year document retention are enforced by database triggers, not by convention. Corrections are made the legal way, with reversal entries (storno), never by editing history. See ARCHITECTURE.md for how.

Agent-native. The full bookkeeping engine is exposed as 100+ MCP (Model Context Protocol) tools with scoped API keys, so an AI agent can do the books in Accounted: categorize transactions, draft vouchers, reconcile periods, and prepare declarations. Posting is staged for human approval, so the agent proposes and you decide.

Yours to run. AGPL-3.0 licensed and fully self-hostable with Docker and Supabase. Use the hosted version at app.gnubok.se or run your own.

Features

  • Double-entry bookkeeping -- BAS 2026 chart of accounts, draft/commit workflow, sequential voucher numbering
  • Invoicing -- Create, send, and track invoices with mixed VAT rates and PDF generation
  • Bank reconciliation -- PSD2 bank connection via Enable Banking, 4-pass automatic matching
  • VAT declaration -- SKV 4700 form mapping, per-rate breakdown, EU/export handling
  • Tax reports -- NE-bilaga, INK2, SRU export for Skatteverket
  • Payroll -- Salary runs, payslips, and AGI (arbetsgivardeklaration) employer declarations
  • Supplier invoices -- Registration, payment tracking, input VAT deduction
  • Document archive -- SHA-256 integrity, 7-year retention enforcement, full archive ZIP export
  • SIE import/export -- Standard Swedish accounting interchange format
  • Agent access (MCP) -- 100+ bookkeeping tools over the Model Context Protocol, with scoped API keys and staged approvals
  • Extension system -- Opt-in plugins for AI categorization, receipt OCR, email, calendar, and more

Self-Hosting

git clone https://github.com/erp-mafia/accounted.git
cd accounted
./setup.sh              # Prompts for Supabase credentials, generates .env
docker compose up -d

You need a Supabase project and must apply the database migrations before first use. See docs/SELF-HOSTING.md for the full step-by-step guide, including Supabase setup, auth configuration, optional features (AI, email, push notifications), and troubleshooting.

Development Setup

Prerequisites: Node.js 20+, a Supabase project.

npm install
npm run dev       # Start dev server (auto-generates extension registry)
npm test          # Run tests
npm run build     # Production build
npm run lint      # ESLint

See CONTRIBUTING.md for the full development workflow.

Tech Stack

  • Framework: Next.js 16 (App Router), React 19, TypeScript (strict)
  • Database: Supabase (PostgreSQL + Row Level Security + email/password auth + TOTP MFA)
  • Styling: Tailwind CSS 4 + shadcn/ui
  • Integrations: Enable Banking (PSD2), Anthropic SDK, LangChain, OpenAI, Resend, JSZip

Documentation

Community

Contributing

Contributions are welcome. See CONTRIBUTING.md for the full guide.

All commits require a DCO sign-off (git commit -s).

License

AGPL-3.0-or-later with an extension exception: third-party extensions that interact solely through the documented Extension API may be licensed under any terms, including proprietary. See LICENSE for details and NOTICE for third-party attributions.

S
Description
Accounted — svensk bokföringsmotor (AGPL, BAS 2026, BFL-compliant, 150+ MCP tools). Finance-kapacitet brevet ERPNext. ADR-ENGAGEMENT-001-tillägg.
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