* feat(dimensions): PR4 reports — dimension-filtered P&L everywhere + Resultat per projekt/kostnadsställe
The Project P&L milestone of the dimensions plan (dev_docs §7 PR4).
One choke point lights up everything: generateTrialBalance gains
options.dimensions (SIE dim → code map) pushed down as jsonb containment
(dimensions @>, served by idx_jel_dimensions_gin) on both line queries, with
company-wide opening balances dropped when filtered (they cannot be
dimension-scoped; P&L-safe by whitelist). Resultatrapport, resultaträkning,
huvudbok, monthly-breakdown and the TB drill-down inherit the filter; the
KPI route filters only its P&L-side inputs (income statement, months,
expense composition) — never cash/VAT.
New report lib/reports/dimension-pnl.ts — "Resultat per projekt/
kostnadsställe" (Fortnox Resultatrapport projekt): value-as-column matrix
over one dimension with an explicit "(Utan dimension)" bucket computed as
the residual against the same trial-balance pass resultatrapport uses, so
every row and the Totalt column reconcile with the unfiltered
resultatrapport by construction. Registered in REPORT_CATALOG (visible only
when dimensions_enabled), slug-routed view + xlsx export.
UI: DimensionFilter (dimension + value picker, persistent "Filtrerad — ej
fullständig rapport" chip) mounts in FocusedReport for catalog entries
flagged dimensions: true; huvudbok rows show line dim codes.
Statutory exclusion pinned by TEST, not convention:
lib/reports/__tests__/dimension-statutory-guard.test.ts fails if the filter
parser leaks into balance sheet, balansrapport, kassaflöde, VAT, SIE or
full-archive routes/generators, or if the catalog whitelist widens.
MCP: new gnubok_get_dimension_pnl (reports:read); dimensions filter arg on
get_trial_balance/get_income_statement/get_general_ledger with
resolve-don't-select (names → registry codes, resolution echoes);
query_journal totals fixed to aggregate the FULL match set (was silently
slice-scoped while claiming otherwise) with an honest totals_scope field,
plus group_by / group_by_dimension aggregation.
Also: voucher-detail dim-6 badge now uses the registry name instead of the
non-standard "PR" abbreviation (#859 review follow-up).
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* fix(dimensions): address #862 review — export disclosure, prior-column suppression, period-label honesty, route hardening
- Filtered XLSX/PDF exports now carry the partial-view disclosure past the
file boundary (BFNAR 2013:2): filename suffix (-dim6-p001), a
"Filtrerad … — ej fullständig rapport" row on every sheet, and a header
note/title line in the PDFs.
- Resultatrapport drops the prior-year column when a dimension filter is
active — project codes are time-limited under K2/K3, so "this code last
year" may be a different project (same rule as narrowed date ranges).
- dimension-pnl no longer accepts fromDate: the matrix is cumulative from
period_start by design (closing-balance semantics), and the period label
now states exactly that instead of echoing a lower bound that was never
applied. Routes/MCP tool updated to toDate-only.
- dimension-pnl routes 404 on an unknown/foreign period id and cap dim_no
to 4 digits (matching the MCP tool's PostgREST-path guard, which the
generator now also enforces itself).
- Statutory-guard test's generateTrialBalance call-site scan is paren-aware
instead of a 300-char window; added fully-untagged and injection-guard
test cases.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
---------
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
* feat: add bike benefit handling and optional vacation accrual
- Introduced bike benefit (cykelförmån) with calculations for annual market value and monthly taxable value.
- Updated schemas to include new benefit types and validation rules.
- Implemented API routes for creating, updating, and deleting employee benefits.
- Enhanced salary calculation logic to accommodate new vacation rule options, including a 'none' option for no accrual.
- Added UI components for managing employee benefits, including input for bike benefit specifics.
- Created database migrations for employee benefits and updated salary line items to support new benefit types.
* chore: remove Langfuse env var checks
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* feat: enhance OAuth callback URL handling and update default scopes for Visma integration
* feat: remove trade_name field and simplify company naming in invoices
* refactor: destructure canWrite from useCanWrite for consistency across components
* feat: enhance PATCH endpoint to validate existing benefits and handle bike benefit updates
* feat: add missing label for bike benefit in salary line item types
---------
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* feat(reports): PDF download for Resultatrapport and Balansrapport
User feedback after merging #363: "Ladda ner PDF saknas för de nya
resultat- och balansrapporterna." The previous PR deferred PDFs to a
follow-up; this is the follow-up.
New operational PDF template (`operational-report-pdf-template.tsx`) with
two exports — ResultatrapportPDF and BalansrapportPDF. Mirrors the visual
style of the formal FinancialStatementPDF but **omits the yellow
"Arbetsutkast – ej undertecknat" disclaimer**, which only belongs on
draft årsredovisning per ÅRL 2:7 §. These are löpande reports, never an
årsredovisning at any stage.
Resultatrapport PDF: account / name / current period / prior period
(prior column hidden when no previous fiscal period exists), grouped by
BAS account class with subtotals and a "Beräknat resultat" summary line.
Balansrapport PDF: account / name / IB / UB / förändring per class 1 and
class 2, with the same Balanscheck card the on-screen view shows
(Summa tillgångar, Summa eget kapital + reserver + skulder, Beräknat
resultat ej bokslutsjusterat, Balanserar / Balanserar ej verdict).
Wired up "Ladda ner PDF" buttons on both ResultatrapportView and
BalansrapportView.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* fix(reports): prevent PDF row truncation; align Balansrapport filename
Two crucial fixes from the PR review:
- Drop wrap={false} from the outer group <View> in both PDFs. With
wrap=false on a group exceeding one A4 page, @react-pdf/renderer
silently clips overflow rows. Large class 1 (80+ active accounts on
a real company) was at risk of dropping rows from the rendered file
with no warning. Outer group now wraps; wrap={false} retained on
individual rows and the subtotal so neither breaks mid-line.
- Balansrapport filename anchor changed from period.end to
period.start to match the convention used by resultatrapport,
balance-sheet, and income-statement PDF routes. The Swedish
compliance bot preferred period.end (snapshot semantics), Greptile
preferred period.start (cross-route consistency); the latter wins
because predictable sorting/renaming matters for archived
räkenskapsinformation.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
