feat(deadlines): årsstämma replaces bokslut + moms_yearly auto-complete + EU-sales suggestion (#1059)
* feat(deadlines): gate F-skatt reminders on debited preliminary tax, add durable dismissal The f_skatt deadline was gated on the F-skatt approval flag (DB default true), giving nearly every company 12 monthly payment reminders for a tax Skatteverket may not have debited at all (64% of all system deadline rows, one lifetime completion). Approval carries no recurring obligation; the monthly duty is payment of debiterad preliminarskatt and exists only while the debited amount is > 0 (SFL 62 kap. 4-5 par., 55 kap. 2 par.). - Gate the f_skatt deadline on preliminary_tax_monthly > 0 (field already collected at onboarding, previously unread) and retitle it as a payment. - Storforetag keep the 12th in August (January-only 17th, 62 kap. 3 par.). - Declare the prod-only preliminary_tax_monthly column in a migration so installs built purely from migrations stop failing tax-settings saves. - Add deadlines.dismissed_at: DELETE on a system deadline now soft-dismisses it durably (hard deletes were resurrected by the nightly backfill within 24h); generator, backfill, and every read surface respect it. - Prune upcoming f_skatt rows for companies with no debited amount. Closes part of #1028. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(deadlines): gate AGI on employer registration, stop completing AGI deadline at XML generation The arbetsgivardeklaration deadline was gated on pays_salaries, which is wrong in both directions: a registered employer must file AGI every month including nil months (SFL 26 kap. 3 par.), and companies actively running payroll with the flag off got no AGI reminders at all (each missed monthly filing risks a forseningsavgift). - New company_settings.employer_registered (nullable, no default) gates AGI and the storforetag skatteinbetalning row; pays_salaries remains a fallback for rows saved before the flag existed and keeps its UI meaning. - Migration backfills employer_registered=true from pays_salaries=true and from actual payroll activity (salary_runs). - New employer_seasonal flag: sasongsregistrerade file only for payment months plus a December nil declaration, so only the December-period row is generated. - Settings UI: registration + seasonal checkboxes (sv/en strings). - AGI XML generation no longer auto-completes the deadline as submitted: SFL 26 kap. deems the obligation satisfied only when the declaration has come in to Skatteverket. The Skatteverket extension's kvittens reconcile remains the confirming path; manual filers tick the deadline themselves. Part of #1028. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(deadlines): statutory arsstamma replaces bokslut, moms_yearly auto-complete, EU-sales suggestion - Replace the non-statutory 'bokslut' deadline (3 months after FY end, no legal basis, off-by-one month math for broken FYs) with the statutory arsstamma deadline: within 6 months of FY end per ABL 7 kap. 10 par., the corporate act that gates the arsredovisning filing chain. Migration deletes pending bokslut rows; the backfill cron generates arsstamma rows. - Complete moms_yearly on Skatteverket submission/kvittens: the yearly branch previously returned null with a stale comment claiming annual VAT has no deadline type, leaving yearly filers with an eternally open row. The fiscal-year tax_period label is derived from company settings. - Add /api/settings/eu-trade-signal + a tax-settings callout: companies with booked EU sales (3108/3308/3107, last 15 months) but EU-trade/PS flags off are prompted to confirm the periodisk sammanstallning obligation (SFL 35 kap., 1 250 kr late fee per report). Suggestion only, never auto-enables. Part of #1028. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(deadlines): include dismissed_at in DeadlineForm payload The Deadline type gained the required dismissed_at field; the form's submit payload literal must carry it for the Omit<Deadline, ...> shape. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(deadlines): make system-deadline dismissal atomic Constrain the dismiss update to source='system' and verify a row was actually updated: a concurrent regeneration can delete the row between lookup and update, and the route must not report a phantom success. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
This commit is contained in:
Jakob Wennberg
co-authored by
Claude Fable 5
Claude Fable 5
parent
da4d5a39ae
commit
05b954ac1d
@@ -2278,8 +2278,8 @@ function parseQueryParams(
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/**
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* Build the deadline generator's tax_period string (`YYYY-MM` monthly,
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* `YYYY-QN` quarterly) from the picker params. Annual VAT has no system
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* deadline type, so yearly returns null and the deadline hook is a no-op.
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* `YYYY-QN` quarterly) from the picker params. Yearly periods use the
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* fiscal-year label and need company settings; see yearlyVatTaxPeriod.
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*/
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function vatTaxPeriod(periodType: VatPeriodType, year: number, period: number): string | null {
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if (periodType === 'monthly') return `${year}-${String(period).padStart(2, '0')}`
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@@ -2287,11 +2287,28 @@ function vatTaxPeriod(periodType: VatPeriodType, year: number, period: number):
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return null
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}
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/**
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* The moms_yearly row's tax_period is the generator's fiscal-year label:
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* `YYYY` for calendar fiscal years and `YYYY-1/YYYY` for broken ones (year
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* = the FY-end year). Derived from company settings because the picker only
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* carries the year.
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*/
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async function yearlyVatTaxPeriod(ctx: ExtensionContext, year: number): Promise<string> {
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const { data } = await ctx.supabase
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.from('company_settings')
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.select('fiscal_year_start_month')
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.eq('company_id', ctx.companyId)
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.maybeSingle()
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const startMonth = data?.fiscal_year_start_month ?? 1
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return startMonth === 1 ? `${year}` : `${year - 1}/${year}`
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}
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/**
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* Complete the moms deadline for the period identified by the request's
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* optional periodType/year/period query params. Both moms deadline types are
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* passed: company settings decide which one exists, the other is a no-op.
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* Best-effort by design (completeTaxDeadline never throws).
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* optional periodType/year/period query params. Both monthly and quarterly
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* types are passed for sub-annual periods: company settings decide which one
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* exists, the other is a no-op. Best-effort by design (completeTaxDeadline
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* never throws).
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*/
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async function completeVatDeadlineFromRequest(
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request: Request,
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@@ -2305,12 +2322,15 @@ async function completeVatDeadlineFromRequest(
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if (!periodType || !Number.isFinite(year) || !Number.isFinite(period) || !year || !period) {
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return
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}
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const taxPeriod = vatTaxPeriod(periodType, year, period)
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const taxPeriod =
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periodType === 'yearly'
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? await yearlyVatTaxPeriod(ctx, year)
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: vatTaxPeriod(periodType, year, period)
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if (!taxPeriod) return
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await completeTaxDeadline(
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ctx.supabase,
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ctx.companyId,
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['moms_monthly', 'moms_quarterly'],
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periodType === 'yearly' ? ['moms_yearly'] : ['moms_monthly', 'moms_quarterly'],
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taxPeriod,
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newStatus
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)
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