Commit Graph
3 Commits
Author SHA1 Message Date
MattssonandClaude Fable 5.1 e85eac317c feat(arsredovisning): manual override for medelantal anställda (Not 2) (#2420)
* feat(arsredovisning): manual override for medelantal anstallda (Not 2)

Why the problem occurred: the ÅRL 5:20 § note was derived only from the
employees table, and most aktiebolag that book salary never create a
Löner employee record (hand-booked salary, SIE import, migrated
history). In prod 148 of 195 aktiebolag with posted 70xx-73xx lines have
no employees rows, so their note reads "inga anställda". The reporting
company had one row created the same day with a start date halfway
through a July-June year: 181/365 = 0.5 FTE rounds to 0.

What was removed or simplified: nothing removed. One resolver
(resolveMedelantalAnstallda: override, else FTE average) now feeds the
K2 note, the K3 note and the iXBRL fact, so no reader can pick a
different number. The override sits on arsredovisning_narratives next to
the other ÅRL 5 kap. disclosures and rides the existing narrative
GET/POST route, service and page save.

Why this and not the proposed one: the request asked support to "enable
override of Not 2" as free text. A whole number keeps the statutory
sentence intact and the iXBRL MedelantaletAnstallda fact taggable; free
text would allow a non-compliant note. Rounding 0.5 up globally was
rejected (changes every company's note silently, does nothing for
companies with no employees rows), as was backdating the hire date
(fixes one company, misstates the fact).

The iXBRL input also reads the previous period's override so the
jämförelseår column shows what last year's document showed.

Migration 20260908130127 is additive (nullable INTEGER with a CHECK) and
is applied and tracked on staging.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01GxiKQke7sY6mrAK9KX4hbD

* fix(arsredovisning): size-threshold metrics use the medelantal override too

Skeptic refutation on 442fa1bc5: reportMetrics in model.ts still read
the FTE average from the employees table, so the ÅRL 1:3 § större-
företag test and the K2 relief thresholds could disagree with the figure
Not 2 and the iXBRL fact disclose. A SIE-migrated aktiebolag with no
employees rows and an override of 60 both years, balansomslutning over
40 MSEK, would have validated as K2-eligible while its own document said
60 employees.

Fix: the metrics resolve the employee figure the same way the note does
(current period override from report.disclosures, previous period via
getMedelantalOverride on that period's narrative row). previous_period
on ArsredovisningData now carries the period id so the lookup needs no
extra fiscal_periods read. The iXBRL employees-error fallback keeps the
previous period's override instead of blanking the jämförelseår.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01GxiKQke7sY6mrAK9KX4hbD

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Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-09-08 13:44:29 +02:00
Jakob WennbergandClaude Sonnet 5 ec27228a8e style: remove em/en dashes repo-wide, add CLAUDE.md rule against them (#890)
Em dashes (—) and en dashes (–) had spread across comments, docs, tests,
and a few UI strings, reading as AI-generated boilerplate rather than
house style. Replaced each with punctuation matching its context: colon
for explanatory clauses, comma for asides, plain hyphen for numeric/legal
ranges (e.g. "21-23§"), "to"/"till" for date ranges, parentheses for
paired-dash asides. messages/en.json and messages/sv.json were fixed by
hand together to keep sv/en in sync.

Left untouched where the dash is the functional subject rather than
decorative punctuation: date-range-parser.ts's separator regex,
charset-repair.ts's CP1252 byte-mapping table (and its test), the SIE
encoding mojibake docs, generic-csv.ts's minus-sign normalizer, the
agent system-prompt files that already instruct against em dashes, and
a golden iXBRL test fixture compared byte-for-byte.

Also fixes two bugs surfaced along the way: an off-by-one in
ApiKeysPanel's scope-label split (a leftover from an earlier partial
pass), and a charset-repair test that had lost the literal en-dash it
exists to verify.

Regenerated the agent atom seed migration (skills:generate) since 27
SKILL.md files changed. Added a CLAUDE.md rule against em/en dashes,
with an explicit carve-out for the functional-dash cases above.

Co-authored-by: Claude Sonnet 5 <noreply@anthropic.com>
2026-07-04 15:58:06 +02:00
MattssonandClaude Opus 4.7 a2a556d837 Bug/UI wrong display (#573)
* fix(dashboard): exclude credit notes from unpaid invoices widget

Credit notes (status='sent', negative total) were summed into the
"Att få betalt" widget, producing confusing negative totals like
"2 st, -38 625 kr". Filter them out via credited_invoice_id IS NULL,
matching the existing pattern in reminder-processor and the AR ledger.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(documents): harden PDF preview and upload validation

- JournalEntryAttachments: switch inline PDF preview from <iframe> to
  <object type="application/pdf">. Mirrors the AttachmentPreviewSheet
  fix from #572 — Chrome's frame pipeline intermittently surfaced
  "Det här innehållet har blockerats" on iframes even with permissive
  CSP. <object> invokes the PDF plugin directly. crbug.com/271452.

- /api/documents/:id/inline: resolve Content-Type via file extension
  when mime_type is null or application/octet-stream. Legacy uploads
  landed with empty File.type from some drag sources; combined with
  the new X-Content-Type-Options: nosniff header on this route,
  Chrome refused to render valid PDFs. Extension fallback covers
  every legacy row without a DB backfill.

- /api/documents POST: surface DB-trigger period-lock errors as a
  400 DOC_UPLOAD_PERIOD_LOCKED with a Swedish reason. Previously
  every catch was bucketed into DOC_UPLOAD_STORAGE_FAILED (500 /
  "Filen kunde inte sparas") which hid the real cause from users
  attaching to verifikationer in closed/locked fiscal periods.

- document-service: add validateDocumentMagicBytes() that inspects
  the first bytes for valid PDF/PNG/JPEG/WebP headers (PDF tolerates
  a leading UTF-8 BOM). Wired into uploadDocument() and
  createNewVersion() so every upload path is protected — UI, MCP,
  and future email/webhook ingestion. Defends against agents that
  send a base64-encoded text placeholder instead of real binary
  bytes via the gnubok_upload_document MCP tool, which produced
  tiny (15-561 byte) "PDFs" that failed to render in Chrome and
  in external viewers.

Tests use a minimal valid PDF buffer (%PDF-1.4 … %%EOF).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(arsredovisning): emit ÅRL-required notes and FTE-weighted medelantal

Five compliance gaps fixed in the K2 and K3 noter builders:

- Anläggningstillgångar roll-forward per ÅRL 5:8 § — per-category IB
  anskaffningsvärde, tillkommande, avgående, UB and accumulated
  avskrivningar movement (was only emitting avskrivningstider).
- Långfristiga skulder förfallande efter mer än fem år per ÅRL 5:13 §.
- Ställda säkerheter and Eventualförpliktelser as separate notes per
  ÅRL 5:14-15 § (K2 previously combined them).
- Koncernförhållanden per BFNAR 2016:10 kap. 19 / BFNAR 2012:1 kap. 8.

Replaces medelantal anställda — the old query filtered employees by an
is_active column that doesn't exist, so the note never emitted. Now
uses an FTE-weighted day-based average per ÅRL 5:20 §.

Six disclosure fields persist on arsredovisning_narratives as per-period
overrides; the UI extends the existing förvaltningsberättelse editor
with a "Lagstadgade upplysningar" subsection sharing the same Spara
button — no new pages, no settings changes.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(invoices): respect vat_registered=false and hide personnummer for B2C

- PDF address block no longer prints org_number for individual customers
  (GDPR data minimization; ML 17 kap 24§ requires name + address only).
- Wire company_settings.vat_registered through the rule helpers, invoice
  creation API, preview-pdf API, and the new-invoice form so a non-VAT-
  registered seller cannot charge VAT (ML 1 kap. 1§). The PDF suppresses
  the empty "Moms 0%" row and shows a dedicated "Företaget är inte
  momsregistrerat" notice instead of the ML 3 kap. exempt notice.
- Engine unchanged: 'exempt' treatment already routes to 3004/3100 and
  skips VAT lines.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(settings): remove approval rules from sidebar and routes

* fix(invoices): ensure vat_registered defaults to true for invoice previews and API

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Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-27 11:01:53 +02:00