15af0cd7eadcecafd6d17618d04bf67b4f736fd2
2
Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
 MattssonandClaude Opus 4.8
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241959513b |
Fix/mcp and req (#753)
* feat(api): test-mode API keys force dry-run on the v1 REST API A key created with mode='test' (prefix gnubok_sk_test_) binds to the real company, but the v1 wrapper forces dry_run on every write so nothing is persisted or sent. Mutations on endpoints that can't be simulated (dryRunSupported=false or unregistered) are refused with 403 TEST_KEY_WRITE_BLOCKED — fail-closed. Reads pass through unchanged and every test-key response carries X-Gnubok-Mode: test. Live keys are unaffected (mode defaults to 'live'). Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * feat(invoices): company default "Vår referens" + per-line sales-account override Add company_settings.default_our_reference (settings form, schema, type); the invoice editor pre-fills our_reference from it on new invoices only, never overwriting an edited draft. Separately, add an optional per-line försäljningskonto (class-3) override in the editor — left blank, the engine still derives the revenue account from the VAT rate, and reverse-charge/export lines ignore the override. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * feat(invoices): render a Swish payment QR on invoice PDFs Build the Swish "Type C" QR payload offline (no Swish API call) and embed it as a PNG in the invoice PDF payment box when Swish display is enabled, the invoice is in SEK, and the amount is positive. Also surface the invoice number in the payment box. Wired through every PDF render path: send, mark-sent and pdf routes (both legacy and v1), the recurring-schedule sender, and the staged-send commit. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * feat(bookkeeping): draft exclusion + correction-chain collapse on verifikationslista Extend list_fiscal_period_entries_with_related with two opt-in params: p_exclude_draft (keep drafts off the committed list — they get their own surface) and p_collapse_corrections (render a correction group as the single live correction, hiding the mechanical storno and the reversed original). Both default false; nothing is deleted, every voucher keeps its number, and a "show all" toggle exposes the full chain. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(reports): link multi-year SIE periods so resultatrapport shows the prior year SIE import now sets fiscal_periods.previous_period_id in both directions when creating a period, so multi-year files chain correctly regardless of #RAR order. A backfill migration repairs periods imported before this (idempotent; only touches NULL links on first-of-month periods). generateResultatrapport falls back to the date-adjacent prior period when the chain is still null, so the comparison column works for legacy data too. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(articles): hide the VAT field for non-momsregistrerade companies The article form reads company_settings.vat_registered and, when false, hides the moms field and forces vat_rate to 0 on submit — mirroring the invoice editor so a non-VAT-registered company never sets a rate it can't charge. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * feat(import): allow file-based imports in the sandbox Bank-file, CSV/Excel and SIE imports run entirely on uploaded data with no external service, so they're now reachable in the sandbox. Only the API-backed options that need live third-party credentials (PSD2 bank connection, provider migration) stay disabled. Updates the sandbox notice copy to match. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * feat(bookkeeping): add edit draft functionality for journal entries * feat(database): add default "Vår referens" column to company_settings for invoicing * fix(tests): set SHOW_SWISH_ON_INVOICE to false in PDF template mocks * @ fix(payments): use roundOre for Swish amount formatting Replace naive Math.round(x*100)/100 with roundOre from @/lib/money to satisfy the antipattern guard. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> @ --------- Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.7
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4822649c26 |
feat(reports): split operational Resultatrapport/Balansrapport from formal Räkning views (#363)
* feat(reports): add Resultatrapport and Balansrapport (operational reports) Per user feedback (Anders Gengård): Swedish accounting practice (BFL 6 kap, ÅRL Bilaga 1-3) distinguishes operational reports (Resultatrapport / Balansrapport, used during the year for reconciliation, account-level detail with numbers) from formal statements (Resultaträkning / Balansräkning, part of årsbokslut/årsredovisning, ÅRL uppställningsform, no account numbers). Until now gnubok only had a hybrid version under "Bokslut" that did neither well. This adds the operational pair as their own reports under a new "Löpande rapporter" section on the Reports page. Resultaträkning and Balansräkning under "Bokslut" are kept untouched (their yellow ÅRL 2:7 § draft disclaimer stays — it's appropriate there). Saldobalans moves into the new operational section. Both new generators reuse generateTrialBalance — Balansrapport filters to classes 1-2 with IB/UB/förändring; Resultatrapport filters to classes 3-8, calls trial balance for the previous period (via fiscal_periods.previous_period_id) and joins per account so the user sees current vs prior side-by-side. Account 8999 is excluded the same way generateIncomeStatement excludes it. 13 new unit tests cover grouping, prior-period join, account-class exclusions, zero-row filtering, and the missing-period fallback. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(reports): show Balanscheck on Balansrapport Addresses the most material PR review finding (raised by both the Swedish compliance bot and Greptile): BalansrapportReport returned total_assets_ub and total_equity_liabilities_ub but the UI never displayed them, so the user could not verify that books balance. generateBalansrapport now also returns: - beraknat_resultat = total_assets - total_eq_liab (Fortnox/Visma convention: residual on the balance side; equals current-year P&L during a running year, drops to 0 once year-end closing posts 8999 → 2099) - is_balanced from the underlying trial balance — that's the meaningful integrity check (a missing IB row or continuity break shows up as an imbalanced TB) UI gets a Balanscheck card showing the three totals plus a Balanserar / Balanserar ej verdict. Other PR review items (Föregående header polish, inline subtotal diff rounding, class-8 filter scope, 2099 caveat, terminology disclaimer) are non-blocking and deferred. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(reports): correct BAS class labels and add bokslut caveat Addresses three findings from the Swedish compliance bot's review of the prior commit: - Class 6 label dropped the informal '(forts.)' marker — '6 Övriga externa kostnader' is the BAS-correct heading. - Balansrapport class 2 label expanded to 'Eget kapital, obeskattade reserver, avsättningar och skulder' to match ÅRL Bilaga 1. The old label hid 21xx (periodiseringsfond, överavskrivningar) and 22xx (avsättningar) which matter for AB users. - Beräknat resultat row in the Balanscheck card now reads 'Beräknat resultat (ej bokslutsjusterat)' so the residual is not misread as a confirmed profit figure pre-closing. Skipped the bot's 8910/8999 finding: 8910 is 'Skatt på årets resultat' (regular tax expense), not a closing account; 8999 is the only BAS closing account, so the existing exclusion is correct. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |