Jakob Wennberg 4cd0a55761 Copy voucher, MRU booking templates, and PDF export for reports (#303)
* feat: copy voucher, MRU booking templates, and PDF export for reports

- Add "Kopiera verifikat" action on the journal-entry detail page that
  prefills a new draft with the source entry's lines, description, and
  notes. Date defaults to today so locked-period posts can't happen by
  accident; source_type resets to manual.
- Track per-company MRU for booking_template_library rows via a new
  booking_template_usage table (fire-and-forget touch endpoint hooked
  into both pickers) and sort the list most-recently-used first for
  the active company.
- Generate downloadable PDFs for balansräkning and resultaträkning
  using the existing @react-pdf/renderer toolchain. Adds a reusable
  parameterized template and two API routes, with download buttons
  on the matching report views.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix: address PR review feedback on copy-voucher + report PDFs

Compliance review (Swedish accounting):
- Balance-sheet PDF now refuses to render when
  tillgångar ≠ eget kapital och skulder; the stale "Differens" summary
  row is gone. The on-screen view still surfaces the existing
  "Balanserar ej" warning so users can diagnose the imbalance before
  downloading. ÅRL 3 kap / K2 / K3 require exact balance.
- Both PDF routes now 400 when the requested fiscal period cannot be
  resolved — identifiable period is part of räkenskapsinformation
  under BFL 7 kap.
- Income-statement PDF adds the mandatory
  "Resultat efter finansiella poster" subtotal when financial items
  are present, per K2/K3 uppställningsform (ÅRL bilaga 2).
- Copy-voucher flow now shows a clear banner ("Kopia av verifikat X —
  nytt, fristående verifikat skapas") so users cannot mistake the copy
  for a rättelse/storno.

Code review (Greptile):
- New migration adds updated_at column + trigger to
  booking_template_usage (project convention; applied to the
  Supabase project).
- Replace localeCompare on ISO timestamps with plain relational
  comparison to avoid any locale-dependent ordering.
- UUID-format validation on the copy_from query param before it goes
  into the fetch URL.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix: second round of Swedish compliance fixes on report PDFs

- Balance-sheet PDF imbalance check now compares rounded-to-whole-kronor
  totals (SFL 22:1 convention). The previous 0.5-öre tolerance could
  reject a legitimate balance sheet when accumulated floating-point
  noise across hundreds of ledger lines exceeded the threshold. The
  on-screen view still surfaces the öre-precise "Balanserar ej" badge
  for diagnostic visibility.
- Both PDFs now carry a prominent "Arbetsutkast — ej undertecknat"
  notice per ÅRL 2 kap 7 §. Prevents a downloaded PDF from being
  mistaken for or filed as an approved årsredovisning.
- Income-statement PDF now follows K2/K3 uppställningsform
  (ÅRL bilaga 2) by splitting class 8 into three blocks with named
  subtotals: Finansiella poster (80–84), Bokslutsdispositioner (88),
  Skatter (89). The summary now always shows a "Skatt på årets
  resultat" row so the reader can verify the tax calculation, and
  adds "Resultat efter finansiella poster" / "Bokslutsdispositioner"
  subtotals when each block is present.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix: harden report PDFs against out-of-band filing + future BAS growth

- Append "-utkast" to downloaded PDF filenames. The filename survives the
  PDF's disclaimer context — a file named balansrakning-2026-01-01.pdf
  in a Downloads folder or forwarded attachment is ambiguous, whereas
  balansrakning-2026-01-01-utkast.pdf makes the draft status legible
  even without opening the document.
- Add a catch-all "Övriga finansiella poster" bucket in the
  income-statement PDF for any class-8 section whose account prefix
  isn't one of the known K2/K3 blocks (80–84 / 88 / 89). Counted in
  the "Resultat efter finansiella poster" subtotal so arithmetic stays
  consistent. Future-proofs the PDF against a generator change that
  starts emitting 85–87 sections.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-21 22:28:41 +02:00
2026-04-20 10:49:59 +02:00
2026-04-21 21:39:57 +02:00
2026-04-20 21:03:23 +02:00
2026-02-19 09:48:02 +01:00

gnubok

Open-source Swedish accounting software for sole traders (enskild firma) and limited companies (aktiebolag).

License: AGPL-3.0-or-later

What is gnubok?

gnubok implements double-entry bookkeeping compliant with Swedish accounting law (Bokforingslagen). It supports the BAS 2026 chart of accounts, handles VAT declarations (momsdeklaration), SIE import/export, and enforces 7-year document retention. Built for sole traders and limited companies operating in Sweden.

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
  • 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
  • Extension system -- Opt-in plugins for AI categorization, receipt OCR, email, calendar, and more

Self-Hosting

git clone https://github.com/erp-mafia/gnubok.git
cd gnubok
./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 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

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

  • SELF-HOSTING.md -- Full self-hosting guide (Docker, Supabase setup, migrations, optional features)
  • CLAUDE.md -- Architecture, bookkeeping engine, database conventions, extension system
  • CONTRIBUTING.md -- Development workflow, code style, pull request process
  • SECURITY.md -- Vulnerability reporting policy

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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