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>
306 lines
12 KiB
TypeScript
306 lines
12 KiB
TypeScript
'use client'
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import { useState } from 'react'
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import { useRouter } from 'next/navigation'
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import { useTranslations } from 'next-intl'
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import Link from 'next/link'
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import { Building2, ArrowRight, Loader2, Plus, AlertTriangle } from 'lucide-react'
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import { cn } from '@/lib/utils'
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import { useToast } from '@/components/ui/use-toast'
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import { switchCompany } from '@/lib/company/actions'
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import { mapEntityType } from '@/lib/company-lookup/entity-type-map'
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import type { EnrichmentCompanyRole } from '@/lib/company-lookup/types'
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import { getBranding } from '@/lib/branding/service'
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const branding = getBranding()
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export interface MemberCompany {
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id: string
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name: string
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orgNumber: string | null
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entityType: string | null
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role: string
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}
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export interface TicPickerCompany {
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role: EnrichmentCompanyRole
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/** 'new' = not in Accounted, can set up. 'exists' = in Accounted but user is not a member. */
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status: 'new' | 'exists'
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}
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interface BankIdCompanyPickerProps {
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firstName: string | null
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teamId: string
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memberCompanies: MemberCompany[]
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ticCompanies: TicPickerCompany[]
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enrichmentStale: boolean
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}
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type SetupState =
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| { kind: 'idle' }
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| { kind: 'opening'; companyId: string }
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// Swedish legal entity names (Aktiebolag, Enskild firma, etc.) are statutory
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// terms — kept in Swedish in both locales.
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function humanEntityType(t: string | null | undefined): string {
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if (!t) return ''
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if (t === 'aktiebolag') return 'Aktiebolag'
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if (t === 'enskild_firma') return 'Enskild firma'
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// TIC legalEntityType strings ('AB', 'HB', etc.) fall through to this
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return t
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}
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function humanTicEntityType(t: string): string {
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const mapped = mapEntityType(t)
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if (mapped === 'aktiebolag') return 'Aktiebolag'
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if (mapped === 'enskild_firma') return 'Enskild firma'
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if (t.toLowerCase().includes('handelsbolag') || t.toLowerCase() === 'hb') return 'Handelsbolag'
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if (t.toLowerCase().includes('kommanditbolag') || t.toLowerCase() === 'kb') return 'Kommanditbolag'
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return t
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}
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function positionLabel(role: EnrichmentCompanyRole): string {
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const descs = role.positionDescriptions?.filter(Boolean)
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if (descs && descs.length > 0) return descs.join(' · ')
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const types = role.positionTypes?.filter(Boolean)
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if (types && types.length > 0) return types.join(' · ')
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return ''
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}
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export default function BankIdCompanyPicker({
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firstName,
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teamId,
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memberCompanies,
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ticCompanies,
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enrichmentStale,
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}: BankIdCompanyPickerProps) {
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const router = useRouter()
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const { toast } = useToast()
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const t = useTranslations('select_company')
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const [setup, setSetup] = useState<SetupState>({ kind: 'idle' })
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const hour = new Date().getHours()
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const greeting = hour < 5 ? t('greeting_night') : hour < 10 ? t('greeting_morning') : hour < 14 ? t('greeting_hello') : hour < 18 ? t('greeting_afternoon') : t('greeting_evening')
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const busy = setup.kind !== 'idle'
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async function handleOpenMember(companyId: string) {
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if (busy) return
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setSetup({ kind: 'opening', companyId })
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const result = await switchCompany(companyId)
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if (result.error) {
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toast({ title: result.error, variant: 'destructive' })
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setSetup({ kind: 'idle' })
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return
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}
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window.location.assign('/')
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}
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// BankID picker no longer one-click-provisions. Every pick routes to the
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// onboarding wizard with the orgnr (and entity_type via the server-side
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// CompanyRoles match in /onboarding) pre-filled. F-skatt / VAT / address
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// are confirmed by the user in Steps 2-4 instead of being auto-fetched
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// from TIC — costs us ~1 Lens call per signup but avoids any TIC budget
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// spend (companyRoles is on the Identity API, which is a separate quota).
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function handleCreateFromTic(role: EnrichmentCompanyRole) {
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if (busy) return
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const orgNumber = role.companyRegistrationNumber.replace(/[\s-]/g, '')
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router.push(`/onboarding?org_number=${encodeURIComponent(orgNumber)}`)
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}
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return (
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<div className="stagger-enter">
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<header className="mb-10">
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<h1 className="font-display text-2xl md:text-3xl font-medium tracking-tight">
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{greeting}{firstName ? `, ${firstName}` : ''}
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</h1>
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<p className="text-muted-foreground text-sm mt-1.5">
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{t('subtitle')}
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</p>
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</header>
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<div className="max-w-lg space-y-8">
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{enrichmentStale && (
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<div className="rounded-lg border border-amber-200 bg-amber-50 p-3 dark:border-amber-900/60 dark:bg-amber-950/30">
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<div className="flex items-start gap-2.5">
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<AlertTriangle className="h-4 w-4 text-amber-600 dark:text-amber-400 mt-0.5 flex-shrink-0" />
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<p className="text-sm text-amber-800 dark:text-amber-200">
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{t('enrichment_stale')}
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</p>
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</div>
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</div>
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)}
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{memberCompanies.length > 0 && (
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<section>
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<h2 className="text-xs uppercase tracking-[0.08em] text-muted-foreground mb-3">
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{t('section_your_companies', { appName: branding.appName.toLowerCase() })}
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</h2>
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<ul className="space-y-2">
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{memberCompanies.map((c) => {
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const isOpening = setup.kind === 'opening' && setup.companyId === c.id
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return (
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<li key={c.id}>
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<button
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type="button"
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onClick={() => handleOpenMember(c.id)}
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disabled={busy}
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className={cn(
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'w-full rounded-lg border bg-card p-4 text-left transition-colors',
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!busy && 'hover:border-foreground/30 hover:bg-muted/30',
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busy && 'opacity-60 cursor-not-allowed',
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)}
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>
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<div className="flex items-center justify-between gap-3">
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<div className="min-w-0">
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<p className="font-medium text-sm truncate">{c.name}</p>
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<p className="text-xs text-muted-foreground mt-0.5 truncate">
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{c.orgNumber ? `${c.orgNumber} · ` : ''}
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{humanEntityType(c.entityType)}
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</p>
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</div>
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<div className="flex items-center gap-2 flex-shrink-0">
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{c.role !== 'owner' && (
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<span className="text-[10px] uppercase tracking-wide text-muted-foreground/80">
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{c.role}
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</span>
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)}
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{isOpening
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? <Loader2 className="h-4 w-4 animate-spin text-muted-foreground" />
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: <ArrowRight className="h-4 w-4 text-muted-foreground" />}
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</div>
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</div>
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</button>
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</li>
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)
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})}
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</ul>
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</section>
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)}
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{ticCompanies.length > 0 && (
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<section>
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<h2 className="text-xs uppercase tracking-[0.08em] text-muted-foreground mb-3">
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{t('section_bankid_companies')}
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</h2>
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<ul className="space-y-2">
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{ticCompanies.map(({ role, status }) => {
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const cleaned = role.companyRegistrationNumber.replace(/[\s-]/g, '')
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const position = positionLabel(role)
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const entityLabel = humanTicEntityType(role.legalEntityType)
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const mappable = mapEntityType(role.legalEntityType) !== null
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if (status === 'exists') {
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return (
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<li key={cleaned}>
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<div className="w-full rounded-lg border bg-muted/20 p-4 text-left opacity-70">
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<div className="flex items-center justify-between gap-3">
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<div className="min-w-0">
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<p className="font-medium text-sm truncate">{role.legalName}</p>
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<p className="text-xs text-muted-foreground mt-0.5 truncate">
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{cleaned} · {entityLabel}
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</p>
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</div>
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<span className="text-[10px] uppercase tracking-wide text-muted-foreground flex-shrink-0">
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{t('already_in_app', { appName: branding.appName.toLowerCase() })}
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</span>
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</div>
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<p className="text-xs text-muted-foreground/70 mt-2">
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{t('ask_admin_invite')}
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</p>
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</div>
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</li>
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)
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}
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if (!mappable) {
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return (
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<li key={cleaned}>
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<Link
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href={`/onboarding?org_number=${encodeURIComponent(cleaned)}`}
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className={cn(
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'block w-full rounded-lg border bg-card p-4 text-left transition-colors',
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!busy && 'hover:border-foreground/30 hover:bg-muted/30',
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busy && 'pointer-events-none opacity-60',
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)}
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>
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<div className="flex items-center justify-between gap-3">
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<div className="min-w-0">
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<p className="font-medium text-sm truncate">{role.legalName}</p>
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<p className="text-xs text-muted-foreground mt-0.5 truncate">
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{cleaned} · {entityLabel}
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{position ? ` · ${position}` : ''}
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</p>
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</div>
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<span className="text-[10px] uppercase tracking-wide text-muted-foreground flex-shrink-0">
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{t('setup_manually')}
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</span>
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</div>
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</Link>
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</li>
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)
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}
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return (
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<li key={cleaned}>
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<button
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type="button"
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onClick={() => handleCreateFromTic(role)}
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disabled={busy}
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className={cn(
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'w-full rounded-lg border bg-card p-4 text-left transition-colors',
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!busy && 'hover:border-foreground/30 hover:bg-muted/30',
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busy && 'opacity-60 cursor-not-allowed',
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)}
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>
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<div className="flex items-center justify-between gap-3">
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<div className="min-w-0">
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<p className="font-medium text-sm truncate">{role.legalName}</p>
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<p className="text-xs text-muted-foreground mt-0.5 truncate">
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{cleaned} · {entityLabel}
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{position ? ` · ${position}` : ''}
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</p>
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</div>
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<ArrowRight className="h-4 w-4 text-muted-foreground flex-shrink-0" />
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</div>
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</button>
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</li>
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)
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})}
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</ul>
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</section>
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)}
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{memberCompanies.length === 0 && ticCompanies.length === 0 && (
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<p className="text-sm text-muted-foreground">
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{t('no_companies_found')}
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</p>
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)}
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<div className="relative">
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<div className="absolute inset-0 flex items-center" aria-hidden>
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<div className="w-full border-t border-border/60" />
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</div>
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<div className="relative flex justify-center">
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<span className="bg-background px-3 text-xs uppercase tracking-[0.08em] text-muted-foreground">
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{t('or_separator')}
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</span>
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</div>
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</div>
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<Link
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href="/onboarding"
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className={cn(
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'flex items-center justify-center gap-2 w-full rounded-lg border border-dashed p-4 text-sm font-medium transition-colors',
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!busy && 'hover:border-foreground/30 hover:bg-muted/30',
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busy && 'pointer-events-none opacity-60',
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)}
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>
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<Plus className="h-4 w-4" />
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{t('add_company_manually')}
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</Link>
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</div>
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</div>
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)
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}
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