Files

T

Mattsson 53e343ee92 Bug/invalid imports (#1146 )

* feat: add Accounted MCP namespace

* fix(bookkeeping): stop flagging verifikat whose underlag lives on a referenced supplier invoice

The missing-underlag surfaces only accepted a document directly linked to
the entry, so payment verifikat for supplier invoices (doc on the
registration entry per design) and entries whose doc was pinned to the
bank transaction before matching were falsely flagged; opening the entry
showed the referenced doc and cleared the warning client-side, and it
came back on reload.

- verifikat_without_documents + transactions_without_documents now treat
  an entry as covered when a supplier invoice referencing it (registration
  or payment FK, or a supplier_invoice_payments row) carries a document
  anchored to a journal entry (BFL 5 kap 7 paragraf hänvisning till
  underlag; anchoring required because the WORM deletion guards key on
  document_attachments.journal_entry_id)
- match-supplier-invoice routes (dashboard + v1) propagate the
  transaction's pinned document onto the payment verifikat, mirroring the
  categorize route; migration backfills rows already written (open
  unlocked periods, company-guarded, never steals a linked doc)
- /api/documents/counts, the transactions-page badges, the bulk "Inget
  underlag krävs" count and the push-notification scheduler share the
  same reference-aware predicate, so every surface agrees with the RPC
- counts route validates journal_entry_ids as UUIDs (they are
  interpolated into a PostgREST or-filter)

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(transactions): align table columns flush with page edges

Collapse the checkbox gutter column to zero width and hang the
hover-revealed checkbox/expand chevron in the page margins, drop the
outer padding so DATUM sits flush left and STATUS flush right, and
tuck the overflow-menu dots under the middle of the STATUS header.
Applied to both the inbox and history tables so they stay identical.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(arsredovisning): tie anlaggningstillgangar note to booked depreciation

The ARL 5:8 roll-forward note recomputed depreciation from its own
day-based linear formula (365.25/12 month length, non-inclusive day
count, linear only), drifting ~20 kr per year per asset from the
ledger-driven resultat- and balansrakning and misstating non-linear
methods entirely. Note figures now come from posted
depreciation_schedules rows (the same source disposeAsset reverses),
falling back to the engine's computeAnnualDepreciation when nothing is
posted; pre-onboarding opening balances iterate prior years through
the engine. Adds a note-vs-trial-balance tie-out warning (accounts
1000-1299, over 1 kr) surfaced before download.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* refactor(stripe): move connect and sync surface from settings to import page

Stripe's transaction feed is a continuous import source in the same
category as the PSD2 bank connection, so its connect/sync surface now
lives on the import page as a source card (mode=stripe), gated
"kommer snart" on hosted like before; self-hosted keeps the full panel.

- Import page: Stripe card after Koppla bank, renders the existing
  StripeSettingsPanel via the settings-panel registry
- OAuth callback and panel cleanup return to /import?mode=stripe
- Settings > Betalningar retired: nav item removed, route redirects,
  PaymentsSettingsContent deleted, legacy ?tab=payments mapped
- New import.stripe_* strings in sv+en; dead settings_nav.payments removed

Crons and sync logic unchanged; payment-link settings stay in the
invoicing section.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(underlag): paginate missing-underlag cron and harden doc-surface queries

Resolve PR review findings on bug/invalid-imports:
- notification-scheduler: fetchAllRows on all 5 global reads; past 1000 rows
  the capped reads produced false "saknade underlag" notifications
- bulk-missing: LOOKUP_CHUNK 300->150 so the twice-embedded .or() id list
  stays under the PostgREST URL limit
- bulk-missing + transactions page: UUID-guard the .or()-interpolated id
  lists, matching documents/counts
- match-supplier-invoice (dashboard + v1): log documentId/journalEntryId on
  the non-fatal doc-link warning
- well-known/oauth-protected-resource: document the tool_namespace allow-list
- messages/en: reword stripe_description
- DECISIONS.md: record the asset ibAck tie-out and Tailwind !important calls

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(tic): convert registrationDate from Unix seconds to millisecond epoch in lookup and profile tests

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>

2026-07-24 15:03:50 +02:00

2.7 KiB

Raw Blame History

gnubok-mcp

Legacy compatibility package for existing MCP configurations. New installations should use accounted-mcp. This package, its environment variables, and all existing API keys remain supported.

Connect Claude Desktop (or any stdio MCP client) to your Accounted bookkeeping account. This is a thin stdio → HTTPS bridge: it forwards JSON-RPC over stdio to the hosted Accounted MCP server, which exposes 90+ bookkeeping tools (invoices, transactions, VAT/momsdeklaration, payroll, reports, year-end).

Write tools stage a pending operation that you confirm before anything is booked: the bridge never books on its own.

Quickstart

Mint an API key in the Accounted dashboard at /settings/api. Use a gnubok_sk_test_* key against the sandbox while you evaluate; switch to gnubok_sk_live_* for real data. The key's scopes gate which tools are callable.
Run the bridge with the key in the environment:
```
GNUBOK_API_KEY=gnubok_sk_test_... npx gnubok-mcp
```
It reads JSON-RPC from stdin and writes responses to stdout, so you normally point an MCP client at it rather than running it by hand.

Claude Desktop config

Add the bridge to your claude_desktop_config.json:

{
  "mcpServers": {
    "gnubok": {
      "command": "npx",
      "args": ["gnubok-mcp"],
      "env": {
        "GNUBOK_API_KEY": "gnubok_sk_test_..."
      }
    }
  }
}

Restart Claude Desktop. The Accounted tools appear in the client and you can start asking questions like "Show my uncategorized bank transactions and suggest categories."

Environment variables

Variable	Required	Default	Purpose
`GNUBOK_API_KEY`	yes	-	Your `gnubok_sk_*` API key.
`GNUBOK_URL`	no	`https://app.gnubok.se/api/extensions/ext/mcp-server/mcp`	Override the MCP endpoint (e.g. for self-hosted Accounted).
`GNUBOK_CLIENT`	no	-	Distribution-channel marker (e.g. `openclaw`), sent as `X-Gnubok-Client`. Telemetry only: never affects auth or behavior.

Alternative: claude.ai connector (no API key)

If you use claude.ai or Claude Desktop's custom-connector flow, you can skip this bridge entirely and add Accounted as an OAuth 2.1 custom connector instead: paste the connector URL https://app.gnubok.se/api/extensions/ext/mcp-server/mcp?client=claude-connector and authorise on the Accounted consent screen (read-only scopes by default; write scopes are ticked explicitly).

Docs

Full setup, sample prompts, and a 10-minute reviewer test: Connect with Claude.

License

MIT

2.7 KiB Raw Blame History