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