Files
accounted/lib/skatteverket/format.ts
T
Jakob Wennberg c74b19df1b Accounted rebrand + swarm-skill cleanup + bank-reconciliation fixes (#643)
* 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>
2026-06-03 10:52:01 +02:00

61 lines
1.7 KiB
TypeScript

import type { VatPeriodType } from '@/types'
/**
* Convert a Accounted org_number to Skatteverket's 12-digit "redovisare" format.
*
* Rules:
* - Organisationsnummer (10 digits, e.g. 5020000013): prefix with "16" → 165020000013
* - Personnummer (10 digits, e.g. 8501011234): prefix with "19" or "20" based on century
* - Strip any hyphens before processing
*/
export function formatRedovisare(
orgNumber: string,
entityType: 'enskild_firma' | 'aktiebolag'
): string {
const clean = orgNumber.replace(/-/g, '')
if (clean.length === 12) return clean
if (clean.length !== 10) {
throw new Error(`Ogiltigt organisationsnummer: ${orgNumber} (förväntar 10 eller 12 siffror)`)
}
if (entityType === 'aktiebolag') return `16${clean}`
// Enskild firma — personnummer
const yearDigits = parseInt(clean.substring(0, 2), 10)
const currentTwoDigitYear = new Date().getFullYear() % 100
const prefix = yearDigits > currentTwoDigitYear ? '19' : '20'
return `${prefix}${clean}`
}
/**
* Convert Accounted period parameters to Skatteverket's YYYYMM format.
*
* Skatteverket expects the last month of the period.
* - monthly period 3, year 2025 → "202503"
* - quarterly period 1, year 2025 → "202503" (Q1 ends in March)
* - yearly period 1, year 2025 → "202512"
*/
export function formatRedovisningsperiod(
periodType: VatPeriodType,
year: number,
period: number
): string {
let lastMonth: number
switch (periodType) {
case 'monthly':
lastMonth = period
break
case 'quarterly':
lastMonth = period * 3
break
case 'yearly':
lastMonth = 12
break
}
return `${year}${String(lastMonth).padStart(2, '0')}`
}