Mattsson
e996d70955
* feat(settings): rename learned counterparty templates A user asked why a learned template under Inställningar > Mallar can be deleted but not renamed. Nothing legal or ledger-shaped blocks a rename; the one real obstacle was that the learn path keys templates by the normalized bank description, so a renamed row would stop receiving re-approvals and a duplicate would appear under the old key. Why it occurred: counterparty_name doubles as display name and as the learn/upsert key, and the only write path for it was the learner. There was no rename because every later approval would have forked the row. What was simplified instead of added: no display-label column, no new table, no migration. The rename moves the old key into counterparty_aliases, which the matcher already checks first, and the learn lookup (findTemplateByKey) now resolves name-then-alias so re-approvals and SIE re-imports land on the renamed row. Why this over the proposed shape: a separate label would have kept the key untouched but added a second name field for users to reason about; renaming the key with an alias trail gives the user exactly what they asked for with one fewer concept. Duplicate names are refused with 409 (active twin) or the invisible soft-deleted twin is removed (inactive). Fixes #2453 Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01CgYn5GEp4N5Dxjc1S9Ljbq * fix(bookkeeping): resolve the normalized-name match tier through aliases after a rename Skeptic refutation on 819894559: the alias tier compares raw lowercased bank descriptors, so the normalized key a rename pushes into aliases ("spotify") never matched there, and the name tier only knew the new label ("musik"). A renamed template kept learning through findTemplateByKey but was never proposed again for the merchant it was learned from. nameMap now also resolves aliases, with a real counterparty_name always winning over another row's alias. Refs #2453 Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01CgYn5GEp4N5Dxjc1S9Ljbq * fix(bookkeeping): canonical name beats a borrowed alias; unique-name race returns 409 Review findings on #2454: - The alias tier ran before the name tier, so a bank line that is exactly another template's canonical name could resolve to a row holding that string as a rename alias. Aliases claimed by a different template's counterparty_name are now skipped when building the alias map. - The PATCH twin check and the update are separate statements; a learn or a concurrent rename between them surfaced as 500. Postgres 23505 on the update now maps to the same 409 as the pre-check. Refs #2453 Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01CgYn5GEp4N5Dxjc1S9Ljbq --------- Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
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.
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
- User and API documentation -- Guides for using the product and the public API
- ARCHITECTURE.md -- How the system is built: bookkeeping engine, legal enforcement, tenancy, extensions, agent surface
- docs/SELF-HOSTING.md -- Full self-hosting guide (Docker, Supabase setup, migrations, optional features)
- docs/EXTENSIONS.md -- Extension development guide
- docs/DOCKER.md -- Docker deployment reference
- CONTRIBUTING.md -- Development workflow, code style, pull request process
- SECURITY.md -- Vulnerability reporting policy
Community
- Found a bug or have an idea? Open an issue
- Security vulnerabilities: see SECURITY.md, never a public issue
- Everyone interacting in the project is expected to follow the Code of Conduct
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.