Jakob Wennberg
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>
82 lines
2.2 KiB
Bash
Executable File
82 lines
2.2 KiB
Bash
Executable File
#!/bin/sh
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set -e
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echo "Accounted setup"
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echo "============"
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echo ""
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# ─── Check prerequisites ───
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ok=true
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if ! command -v docker >/dev/null 2>&1; then
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echo "ERROR: docker is not installed. Install it from https://docs.docker.com/get-docker/"
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ok=false
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fi
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if ! docker compose version >/dev/null 2>&1; then
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echo "ERROR: docker compose is not available. Install Docker Compose v2+."
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ok=false
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fi
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if [ "$ok" = false ]; then
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exit 1
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fi
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# ─── Create .env file ───
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if [ -f .env ]; then
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printf ".env already exists. Overwrite? [y/N] "
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read -r answer
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case "$answer" in
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[yY]*) ;;
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*) echo "Keeping existing .env. Exiting."; exit 0 ;;
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esac
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fi
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if [ ! -f .env.docker.example ]; then
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echo "ERROR: .env.docker.example not found. Are you in the Accounted directory?"
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exit 1
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fi
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cp .env.docker.example .env
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# ─── Auto-generate CRON_SECRET ───
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if command -v openssl >/dev/null 2>&1; then
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cron_secret=$(openssl rand -hex 32)
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else
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cron_secret=$(head -c 32 /dev/urandom | od -An -tx1 | tr -d ' \n')
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fi
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sed -i.bak "s|generate-a-random-secret|${cron_secret}|" .env && rm -f .env.bak
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# ─── Prompt for Supabase values ───
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echo ""
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echo "Enter your Supabase project values (from Settings > API in the Supabase dashboard):"
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echo ""
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printf "NEXT_PUBLIC_SUPABASE_URL (e.g. https://abcdefgh.supabase.co): "
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read -r supabase_url
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if [ -n "$supabase_url" ]; then
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sed -i.bak "s|https://your-project.supabase.co|${supabase_url}|" .env && rm -f .env.bak
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fi
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printf "NEXT_PUBLIC_SUPABASE_ANON_KEY: "
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read -r anon_key
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if [ -n "$anon_key" ]; then
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sed -i.bak "s|your-anon-key|${anon_key}|" .env && rm -f .env.bak
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fi
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printf "SUPABASE_SERVICE_ROLE_KEY: "
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read -r service_key
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if [ -n "$service_key" ]; then
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sed -i.bak "s|your-service-role-key|${service_key}|" .env && rm -f .env.bak
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fi
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printf "NEXT_PUBLIC_APP_URL [http://localhost:3000]: "
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read -r app_url
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app_url="${app_url:-http://localhost:3000}"
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sed -i.bak "s|https://your-domain.com|${app_url}|" .env && rm -f .env.bak
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echo ""
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echo "Done! .env has been configured."
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echo ""
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echo "Next steps:"
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echo " 1. Apply database migrations (see SELF-HOSTING.md section 3)"
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echo " 2. Run: docker compose up -d"
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echo ""
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