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fix(payroll): declare AGI for the payout month, not the run's period month (#2191) (#2228)

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Arbetsgivardeklarationen is filed for the calendar month the pay went
out (kontantprincipen), so a run for August paid on 25 September belongs
to redovisningsperiod 202609. The generator, the submit route, the run
page and the run header all took run.period_year/period_month instead,
and three PATCH paths refused any payment date outside that month, which
made lön i efterskott impossible to set up at all.

- lib/salary/agi/reporting-period.ts: one dependency-free helper
  (agiReportingPeriod) derives the period from payment_date, falling
  back to the run period only when the date is missing.
- generate-declaration.ts: XML Redovisningsperiod, the agi_declarations
  lookup/insert and the sanity warnings key on the payout month. New
  AGI_PERIOD_CONFLICT (409) refuses to overwrite another live run's
  declaration for the same payout month; corrections still replace.
- submit route, run page (AGI panel, submission hook, tax-payment fetch,
  XML filename) and RunHeader use the helper; the header says "AGI
  redovisas för 2026-09 (utbetalningsmånaden)" whenever the two differ.
- The in-period payment-date guard is lifted in the dashboard PATCH,
  lib/salary/update-run.ts (MCP staged tool + pending-ops executor) and
  the v1 PATCH, plus the RunHeader min/max; its only stated reason was
  the period-keyed AGI. Generated API skill reference updated.

Existing agi_declarations rows keep their stored period: a declaration
already filed under the earned month is a correction with Skatteverket,
not a re-key. Rule verified against Skatteverket's guidance on
redovisningsperiod (kontantprincipen).

Closes #2191


Claude-Session: https://claude.ai/code/session_01QPQLwHNEiQfiCNLSMzXMiQ

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
This commit is contained in:
Jakob Wennberg
2026-09-03 17:19:19 +02:00
committed by GitHub
co-authored by Jakob Wennberg Claude Fable 5.1
parent 601e521584
commit cb39cded81
21 changed files with 387 additions and 134 deletions
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extensions/general/mcp-server/server.ts
+1 -1
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@@ -15438,7 +15438,7 @@ export const tools: McpTool[] = [
additionalProperties: false,
properties: {
salary_run_id: { type: 'string', description: 'UUID of the salary run (must be draft)' },
payment_date: { type: 'string', description: 'New payment date (YYYY-MM-DD); the date the salary verifikat will be booked on. Must stay within the run\'s period month (AGI is declared per payment month); supplying it clears the run\'s calculation.' },
payment_date: { type: 'string', description: 'New payment date (YYYY-MM-DD); the date the salary verifikat will be booked on. May fall outside the run\'s period month (lön i efterskott): the AGI is declared for the payment month. Supplying it clears the run\'s calculation.' },
voucher_series: { type: 'string', description: 'Voucher series letter (single A-Z)' },
notes: { type: ['string', 'null'], description: 'Free-text note on the run (max 2000 chars); null clears it' },
},