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>
77 lines
2.3 KiB
TypeScript
77 lines
2.3 KiB
TypeScript
'use client'
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import Link from 'next/link'
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import { useTranslations } from 'next-intl'
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import { AlertTriangle } from 'lucide-react'
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import { cn } from '@/lib/utils'
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import { getBranding } from '@/lib/branding/service'
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interface RetentionNoticeProps {
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variant: 'company' | 'account'
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className?: string
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}
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/**
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* Shared BFL retention notice shown before destructive actions that
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* affect bookkeeping data. Keeps the legal copy consistent between the
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* account danger zone and the company danger zone.
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*
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* Swedish Bokföringslagen (BFL) 7 kap. 2§ requires räkenskapsinformation
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* to be retained for 7 years. Accounted is the system of record, so deleting
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* a company or an account does not remove the underlying data — it only
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* hides it from the UI and anonymizes PII where applicable.
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*/
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export function RetentionNotice({ variant, className }: RetentionNoticeProps) {
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const t = useTranslations('retention_notice')
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const { appName } = getBranding()
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const copy =
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variant === 'company'
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? {
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title: t('company_title'),
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body: (
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<>
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{t('company_body_prefix', { appName: appName.toLowerCase() })}
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<Link
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href="/settings/backup"
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className="underline underline-offset-2 hover:text-foreground"
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>
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{t('company_body_link')}
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</Link>
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{t('company_body_suffix')}
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</>
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),
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}
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: {
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title: t('account_title'),
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body: (
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<>
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{t('account_body_prefix')}
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<Link
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href="/settings/backup"
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className="underline underline-offset-2 hover:text-foreground"
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>
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{t('account_body_link')}
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</Link>
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{t('account_body_suffix')}
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</>
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),
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}
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return (
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<div
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className={cn(
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'rounded-lg border border-destructive/30 bg-destructive/5 p-4',
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className
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)}
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>
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<div className="flex gap-3">
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<AlertTriangle className="h-5 w-5 text-destructive shrink-0 mt-0.5" />
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<div className="space-y-1 text-sm">
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<p className="font-medium text-destructive">{copy.title}</p>
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<p className="text-muted-foreground">{copy.body}</p>
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</div>
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</div>
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</div>
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)
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}
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