Jakob WennbergandClaude Opus 4.8
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>
54 lines
2.0 KiB
TypeScript
54 lines
2.0 KiB
TypeScript
import type { McpResource } from './types'
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export const periodActiveResource: McpResource = {
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uri: 'Accounted://period/active',
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name: 'Active Fiscal Period',
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description: 'The fiscal period that the current date falls within: lock state, opening-balance status, retention deadline. Use to check whether new entries can be posted.',
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mimeType: 'application/json',
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read: async ({ supabase, companyId }) => {
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const today = new Date().toISOString().slice(0, 10)
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const { data: active, error: activeError } = await supabase
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.from('fiscal_periods')
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.select('id, name, period_start, period_end, is_closed, closed_at, locked_at, opening_balances_set, retention_expires_at, opening_balance_entry_id, closing_entry_id, previous_period_id')
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.eq('company_id', companyId)
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.lte('period_start', today)
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.gte('period_end', today)
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.maybeSingle()
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if (activeError && activeError.code !== 'PGRST116') {
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throw new Error(`Failed to read active period: ${activeError.message}`)
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}
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const { data: settings } = await supabase
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.from('company_settings')
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.select('bookkeeping_locked_through, auto_lock_period_days')
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.eq('company_id', companyId)
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.maybeSingle()
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const periodLockedAt = active?.locked_at ?? null
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const isClosed = active?.is_closed ?? null
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const companyLockDate = settings?.bookkeeping_locked_through ?? null
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const canPostEntries = active
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? !isClosed && !periodLockedAt
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: false
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return {
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active_period: active ?? null,
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company_lock: {
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bookkeeping_locked_through: companyLockDate,
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auto_lock_period_days: settings?.auto_lock_period_days ?? null,
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},
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can_post_entries: canPostEntries,
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reason_blocked: !active
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? 'No fiscal period covers today\'s date'
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: isClosed
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? 'Active period is closed (status: stängd)'
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: periodLockedAt
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? 'Active period is locked (status: låst)'
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: null,
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}
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},
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}
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