Mattsson b07efcafd4 fix(payroll): require jamkning valid_to on every write path (#2058) (#2240)
* fix(payroll): require jamkning valid_to on every write path (#2058)

A jamkningsbeslut saved through the v1 API or MCP with a percentage and a
start date but no end date was stored and returned 200, yet the engine
(isJamkningValid) never applies a beslut without both dates: the payslip
and the AGI carried the table tax while the caller believed the beslut
was live.

One shared validator (lib/salary/jamkning-rules.ts) now requires both
dates whenever a percentage is set and checks their ordering. Every write
path runs it: CreateEmployeeSchema and UpdateEmployeeSchema, the web POST
and PATCH routes, the v1 PATCH route (its private copy is deleted), the
MCP create and update executors in employee-commands, and the MCP update
tool preflights the merged row at staging time so the agent sees the
error before approval. The update paths keep the existing touched gate, so
legacy rows stored without valid_to stay editable in unrelated ways.

The MCP tool descriptions state that both dates are required for the
beslut to apply. scripts/list-incomplete-jamkning.ts lists the existing
rows (percentage set, valid_to null) per company, read-only; setting an
end date or clearing the beslut is decided per company since either
changes the next payslip.

Declined: defaulting valid_to to 31 December of the from-year. It matches
most beslut but silently changes withholding on rows that today do
nothing.

Closes #2058

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0161fHpCX3rnWtidwwdGfCdB

* fix(payroll): keep the jamkning PR inside the type and tools/list budgets

CI on the first push failed on two ratchets this PR itself tripped:

- Typecheck ratchet: the three staging tests added here reused the
  untyped 'agent_chat' actor literal the file already carried, which
  raised that file's error count above its baseline. They now pass
  { type: 'user' }.
- tools/list payload budget: the first jamkning field descriptions on
  gnubok_create_employee and gnubok_update_employee pushed the projected
  catalog to 60 113 tokens against the 60 000 ceiling. The percentage
  fields keep a one-line "needs both dates or never applied" note; the
  date fields drop theirs.

Also acts on the compliance swarm's GDPR Art.32 note: the read-only
lister no longer selects employee names at all (the employee id is what
the per-company decision needs), so the script touches no PII.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0161fHpCX3rnWtidwwdGfCdB

* docs(mcp): say the jamkning percentage is rejected without both dates

CodeRabbit on #2240: "never applied" described the pre-fix engine
behaviour; the contract now is that a create or update with a percentage
and a missing date is rejected before staging. Same length, so the
tools/list payload budget is unchanged. The concurrency finding is
tracked in #2256 instead of this PR.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

* fix(mcp): keep tools/list under budget after proforma landed on main

After merging main (#2254 proforma fields) the projected tools/list
measured 60 010 tokens against the 60 000 ceiling with this PR's two
jamkning field notes. Per the budget test's own rule, demote a read tool
instead of bumping the ceiling: gnubok_list_arsredovisning_versions goes
search-only. Versions exist only once a report is rendered for signing
or filing, which is the same switched-off iXBRL path as its sibling
gnubok_get_arsredovisning_filing_status, already search-only since
2026-09-02. Still reachable via gnubok_call_tool.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-09-03 20:22:41 +02:00
2026-07-21 23:00:15 +02:00
2026-06-12 16:35:30 +02:00
2026-07-21 23:00:15 +02:00
2026-07-21 23:00:15 +02:00
2026-07-05 03:05:09 +02:00
2026-07-23 16:16:55 +02:00
2026-07-05 03:05:09 +02:00

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 150+ MCP (Model Context Protocol) tools with scoped API keys or OAuth, 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
  • Supplier payment files (betalfil) -- Batch supplier payments into ISO 20022 pain.001 files for upload to the bank, rendered byte-identical on every download
  • E-invoicing (Peppol) -- Send and receive Peppol BIS Billing 3 e-invoices through Qvalia, a certified Swedish Access Point; received documents land in the supplier invoice inbox
  • Skattekonto -- Tax account transactions synced from Skatteverket or imported from statement files, linked to the booked 1630 movements for reconciliation
  • Document archive -- SHA-256 integrity, 7-year retention enforcement, full archive ZIP export
  • SIE import/export -- Standard Swedish accounting interchange format
  • Agent access (MCP) -- 150+ bookkeeping tools over the Model Context Protocol, with scoped API keys and staged approvals; connects to Claude, ChatGPT and Grok over OAuth 2.1
  • Claude connector and plugin -- Connect Claude.ai or Claude Code over OAuth 2.1 and install approval-gated workflow skills (/accounted:bookkeep, /accounted:vat, /accounted:year-end, ...) from claude-plugin/
  • 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. To run everything on Swedish infrastructure (your own Supabase stack, Swedish hosting, AI on Swedish GPUs), see docs/SOVEREIGN.md.

Development Setup

Prerequisites: Node.js 20 or newer (CI runs Node 20; the Docker image ships Node 22), 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), Qvalia (Peppol), Skatteverket, Anthropic SDK on Amazon Bedrock (eu-north-1; direct Anthropic or any OpenAI-compatible endpoint for self-hosted via the Vercel AI SDK), 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.
Readme AGPL-3.0 56 MiB
Languages
TypeScript 93%
PLpgSQL 5.8%
JavaScript 0.4%
HTML 0.3%
MDX 0.2%
Other 0.1%