Mattsson fdcb7d937e feat(rot-rut): overview page, beslutsfil import, avslag reclaim, MCP list + settle (#2397)
* feat(rot-rut): overview page, beslutsfil import, avslag reclaim, MCP list + settle

Follow-up to #2239/#2360 for firms whose every invoice carries ROT/RUT.

- /invoices/rot-rut: tiles (at Skatteverket on 1513, awaiting beslut,
  refused to book, ready to request) and one row per begaran with mark
  uploaded, cancel, download and "Bokfor nekat belopp"; the Fakturor
  button links here, ?rot-rut=1 still opens the file dialog.
- Beslutsfil import from the UI through the existing import route.
- Reclaim of the share Skatteverket refused: one voucher debit 1510 /
  credit 1513 per invoice (source_type rot_rut_reclaim), CAS-attached to
  the begaran and guarded by a partial unique index; the invoice reopens
  for the refused share via invoices.deduction_reclaimed_total, with the
  customer-share formula and its SQL twin gaining the same term. The
  payment dialog and bank match then settle the reopened remaining as a
  plain 1510 clearing; a booked kontantmetod invoice is proposed accrual-
  shaped so revenue is never recognised twice. Unknown per-invoice split
  of a partial beslut is refused, never allocated.
- MCP: gnubok_list_rot_rut_payout_requests (search-only read) and
  gnubok_settle_rot_rut_payout (staged write, op settle_rot_rut_payout)
  sharing one pre-flight + settle with the dashboard match route.
- Migrations 20260907140000 (reclaim state, source_type, INSERT guard),
  20260907140100/140101 (pending_operations op type).

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01D9wvsGnvu5tHGqYnJnjnaB

* chore(rot-rut): renumber migrations after merging main

Main already carries 20260907143000 and 20260907150000, so the three
rot-rut migrations move to 20260907160000/160100/160101 to keep the
applied order monotonic (see memory: migration-version-collisions).

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01D9wvsGnvu5tHGqYnJnjnaB

* fix(rot-rut): close the reclaim gaps found by skeptics, CI and review

Skeptic refutations (#2397):
- payment-sync recomputes remaining with deduction_reclaimed_total, so a
  storno of a payment on a reopened invoice no longer strands the refused
  share (R1).
- Reclaim refused while an invoice sits in a later live begäran
  (ROT_RUT_RECLAIM_INVOICE_REREQUESTED); the overview and the MCP list hide
  the action for the same case (C2).
- A reclaimed invoice is blocked from a new begäran (DEDUCTION_RECLAIMED)
  until the reclaim voucher is reversed (R2/C3).
- Storno of the reclaim voucher syncs the invoices and the begäran back
  (rot-rut-reclaim-reversal.ts, hooked into reverseEntry) (R3).
- A paid invoice with NULL paid_amount counts its customer share as paid
  (C4). Crediting an invoice with a reclaimed share is refused on the
  dashboard, v1 and MCP paths (R4).

CI and review:
- Build: custom-coded MCP errors via Object.assign, not codedError.
- pg-real: column default for default_voucher_series_per_source_type
  re-stated with rot_rut_reclaim (20260907160200); the default test now
  re-applies the latest default migration.
- Checks: accounted-api skill regenerated (journal-entries source types).
- CodeRabbit/Superagent: per-item refused shares must reconcile with the
  request-level beslut; per-invoice reopen through the idempotent RPC
  apply_rot_rut_reclaim_invoice (20260907160300) with a resume path;
  update-stage settle failures keep the voucher id (failed_partial);
  Stockholm calendar date for the booking; existing-voucher tab uses the
  same proposal method; MCP stage checks bank_line junction rows.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01D9wvsGnvu5tHGqYnJnjnaB

* fix(rot-rut): carry the voucher id through the match outcome type; date the reclaim on the beslut

- The shared match outcome now declares journalEntryId on update-stage
  errors, matching the settle service (Core Build TS2339 on 2d6cece1a).
- The reclaim voucher is dated on the Swedish calendar day of Skatteverkets
  beslut (decided_at), today only when no decision date is recorded, and
  the confirm dialog states the date (Swedish accounting review: BFL 5 kap
  6-7 §, datum for affarshandelsen).

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01D9wvsGnvu5tHGqYnJnjnaB

* fix(rot-rut): reclaim RPCs validate the share and derive the invoice state; idempotent revert; v1 credit guard reads the column

- apply_rot_rut_reclaim_invoice (20260907160400 replaces the 160300
  signature) takes only the refused share, validates it against the locked
  item, request and invoice, and derives remaining_amount and status from
  the INSERT-guard formula (review: caller-supplied accounting values,
  CWE-862). revert_rot_rut_reclaim_invoice mirrors it for a reversed
  reclaim voucher; the request link is cleared only after every leg.
- v1 credit route projection includes deduction_reclaimed_total so the
  reclaim guard actually fires there.
- Overview keeps "Bokfor nekat belopp" available while legs are pending
  (resume after a partial failure).
- Match and settle routes attach journal_entry_id on update-stage errors.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01D9wvsGnvu5tHGqYnJnjnaB

---------

Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-09-08 00:13:05 +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.
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