Jakob WennbergandClaude Opus 4.6
091d043c85
Broad update across dashboard pages, components, extensions, and lib code. Includes ESLint config additions, onboarding flow redesign, settings page refactor, help page content expansion, dead code removal, and test mock fixes. Adds dev docs and public assets. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
366 lines
13 KiB
TypeScript
366 lines
13 KiB
TypeScript
/**
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* Static configuration of all Swedish tax deadlines (Skatteverket)
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* Based on Skatteverket's official deadline schedule
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*/
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import type { TaxDeadlineType, EntityType, MomsPeriod } from '@/types'
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// Condition function type for determining if a deadline applies
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export type DeadlineCondition = (settings: CompanySettingsForDeadlines) => boolean
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// Subset of company settings needed for deadline generation
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export interface CompanySettingsForDeadlines {
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entity_type: EntityType
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moms_period: MomsPeriod | null
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f_skatt: boolean
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vat_registered: boolean
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pays_salaries: boolean
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fiscal_year_start_month: number // 1-12
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}
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// Configuration for a single tax deadline type
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export interface TaxDeadlineConfig {
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type: TaxDeadlineType
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titleTemplate: string
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description: string
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condition: DeadlineCondition
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priority: 'critical' | 'important' | 'normal'
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// Function to generate all instances for a year
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generateDates: (year: number, settings: CompanySettingsForDeadlines) => DeadlineInstance[]
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// Link to report type for navigation
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linkedReportType: string | null
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}
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// A specific instance of a deadline
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export interface DeadlineInstance {
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day: number // Day of month
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month: number // 0-indexed month
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year: number
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period: string // e.g., "2025-Q1", "2025-01", "2025"
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periodLabel: string // Human-readable, e.g., "Q1 2025", "januari 2025"
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}
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/**
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* All tax deadline configurations
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*/
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export const TAX_DEADLINE_CONFIGS: TaxDeadlineConfig[] = [
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// Momsdeklaration (monthly)
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{
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type: 'moms_monthly',
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titleTemplate: 'Momsdeklaration {periodLabel}',
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description: 'Momsdeklaration för månadsredovisare',
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condition: (s) => s.vat_registered && s.moms_period === 'monthly',
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priority: 'important',
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linkedReportType: 'vat',
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generateDates: (year) => {
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const instances: DeadlineInstance[] = []
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// Due on the 12th of the following month
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for (let month = 0; month < 12; month++) {
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// Deadline for month X is on 12th of month X+1
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const deadlineMonth = (month + 1) % 12
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const deadlineYear = month === 11 ? year + 1 : year
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instances.push({
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day: 12,
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month: deadlineMonth,
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year: deadlineYear,
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period: `${year}-${String(month + 1).padStart(2, '0')}`,
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periodLabel: getMonthLabel(month, year),
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})
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}
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return instances
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},
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},
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// Momsdeklaration (quarterly) - e-tjänst deadline (26:e)
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{
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type: 'moms_quarterly',
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titleTemplate: 'Momsdeklaration {periodLabel}',
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description: 'Momsdeklaration för kvartalsredovisare (e-tjänst)',
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condition: (s) => s.vat_registered && s.moms_period === 'quarterly',
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priority: 'important',
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linkedReportType: 'vat',
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generateDates: (year) => {
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// Q1 (Jan-Mar) -> 26 april
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// Q2 (Apr-Jun) -> 26 juli
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// Q3 (Jul-Sep) -> 26 oktober
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// Q4 (Oct-Dec) -> 26 januari next year
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return [
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{ day: 26, month: 3, year, period: `${year}-Q1`, periodLabel: `Q1 ${year}` }, // April
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{ day: 26, month: 6, year, period: `${year}-Q2`, periodLabel: `Q2 ${year}` }, // July
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{ day: 26, month: 9, year, period: `${year}-Q3`, periodLabel: `Q3 ${year}` }, // October
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{ day: 26, month: 0, year: year + 1, period: `${year}-Q4`, periodLabel: `Q4 ${year}` }, // January next year
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]
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},
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},
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// F-skatt (monthly)
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{
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type: 'f_skatt',
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titleTemplate: 'F-skatt {periodLabel}',
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description: 'Inbetalning av preliminär skatt',
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condition: (s) => s.f_skatt,
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priority: 'important',
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linkedReportType: null,
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generateDates: (year) => {
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const instances: DeadlineInstance[] = []
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// Due on the 17th of each month
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for (let month = 0; month < 12; month++) {
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instances.push({
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day: 17,
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month,
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year,
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period: `${year}-${String(month + 1).padStart(2, '0')}`,
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periodLabel: getMonthLabel(month, year),
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})
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}
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return instances
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},
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},
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// Arbetsgivardeklaration (monthly, AB with employees)
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{
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type: 'arbetsgivardeklaration',
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titleTemplate: 'Arbetsgivardeklaration {periodLabel}',
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description: 'Arbetsgivardeklaration för aktiebolag med anställda',
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condition: (s) => s.entity_type === 'aktiebolag' && s.pays_salaries,
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priority: 'important',
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linkedReportType: null,
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generateDates: (year) => {
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const instances: DeadlineInstance[] = []
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// Due on the 12th of the following month
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for (let month = 0; month < 12; month++) {
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const deadlineMonth = (month + 1) % 12
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const deadlineYear = month === 11 ? year + 1 : year
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instances.push({
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day: 12,
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month: deadlineMonth,
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year: deadlineYear,
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period: `${year}-${String(month + 1).padStart(2, '0')}`,
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periodLabel: getMonthLabel(month, year),
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})
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}
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return instances
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},
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},
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// Periodisk sammanställning (quarterly, EU sales)
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{
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type: 'periodisk_sammanstallning',
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titleTemplate: 'Periodisk sammanställning {periodLabel}',
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description: 'Periodisk sammanställning för EU-försäljning',
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condition: (s) => s.vat_registered, // Simplified - in reality depends on EU sales
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priority: 'normal',
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linkedReportType: null,
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generateDates: (year) => {
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// Q1 -> 20 april, Q2 -> 20 juli, Q3 -> 20 oktober, Q4 -> 20 januari
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return [
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{ day: 20, month: 3, year, period: `${year}-Q1`, periodLabel: `Q1 ${year}` },
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{ day: 20, month: 6, year, period: `${year}-Q2`, periodLabel: `Q2 ${year}` },
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{ day: 20, month: 9, year, period: `${year}-Q3`, periodLabel: `Q3 ${year}` },
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{ day: 20, month: 0, year: year + 1, period: `${year}-Q4`, periodLabel: `Q4 ${year}` },
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]
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},
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},
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// Inkomstdeklaration (EF) - 2 maj
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{
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type: 'inkomstdeklaration_ef',
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titleTemplate: 'Inkomstdeklaration + NE-bilaga {periodLabel}',
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description: 'Inkomstdeklaration för enskild firma',
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condition: (s) => s.entity_type === 'enskild_firma',
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priority: 'critical',
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linkedReportType: 'ne-declaration',
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generateDates: (year) => {
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// Due May 2nd for previous year's income
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return [
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{ day: 2, month: 4, year, period: `${year - 1}`, periodLabel: `${year - 1}` },
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]
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},
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},
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// Inkomstdeklaration (AB) — digital filing deadlines per Skatteverket lookup table
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{
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type: 'inkomstdeklaration_ab',
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titleTemplate: 'Inkomstdeklaration AB {periodLabel}',
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description: 'Inkomstdeklaration för aktiebolag',
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condition: (s) => s.entity_type === 'aktiebolag',
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priority: 'critical',
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linkedReportType: null,
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generateDates: (year, settings) => {
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// FY end month (1-indexed): e.g. start=1 → end=12, start=5 → end=4
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const fyEndMonth = settings.fiscal_year_start_month === 1 ? 12 : settings.fiscal_year_start_month - 1
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// Skatteverket digital filing deadline lookup:
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// FY end Jan–Apr → Dec 1 same year as FY end
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// FY end May–Jun → Jan 15 year after FY end
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// FY end Jul–Aug → Apr 1 year after FY end
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// FY end Sep–Dec → Aug 1 year after FY end
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const getDeadline = (fyEndYear: number) => {
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if (fyEndMonth >= 1 && fyEndMonth <= 4) {
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return { day: 1, month: 11, year: fyEndYear } // Dec 1
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} else if (fyEndMonth >= 5 && fyEndMonth <= 6) {
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return { day: 15, month: 0, year: fyEndYear + 1 } // Jan 15
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} else if (fyEndMonth >= 7 && fyEndMonth <= 8) {
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return { day: 1, month: 3, year: fyEndYear + 1 } // Apr 1
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} else {
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return { day: 1, month: 7, year: fyEndYear + 1 } // Aug 1
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}
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}
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// We need to find which FY ending produces a deadline in `year`.
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// Try FY endings in year-1 and year (both could produce deadlines in `year`).
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const results: DeadlineInstance[] = []
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for (const fyEndYear of [year - 1, year]) {
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const dl = getDeadline(fyEndYear)
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if (dl.year === year) {
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// Compute the FY start year
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const fyStart = fyEndMonth === 12 ? fyEndYear : fyEndYear
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const periodLabel = fyEndMonth === 12
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? `${fyEndYear}`
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: `${fyStart - 1}/${fyStart}`
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const period = fyEndMonth === 12
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? `${fyEndYear}`
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: `${fyStart - 1}/${fyStart}`
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results.push({
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day: dl.day,
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month: dl.month,
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year: dl.year,
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period,
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periodLabel,
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})
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}
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}
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return results
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},
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},
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// Årsredovisning (AB) — 7 months after fiscal year end per ÅRL 8:3
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{
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type: 'arsredovisning',
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titleTemplate: 'Årsredovisning till Bolagsverket {periodLabel}',
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description: 'Årsredovisning för aktiebolag',
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condition: (s) => s.entity_type === 'aktiebolag',
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priority: 'critical',
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linkedReportType: null,
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generateDates: (year, settings) => {
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// FY end month (1-indexed)
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const fyEndMonth = settings.fiscal_year_start_month === 1 ? 12 : settings.fiscal_year_start_month - 1
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// 7 months after FY end per ÅRL 8:3
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// Deadline month (0-indexed): ((fyEndMonth - 1) + 7) % 12
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// Last day of the deadline month
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// Determine which year the deadline falls in
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const _wrapsYear = fyEndMonth > 5 // Jun+ wraps into next year
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// For calendar year (Dec end): deadline Jul 31 same year+1
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// The FY ending in `year` produces a deadline:
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const _fyEndYear = year - 1 // By default we show deadline for the FY that ended in year-1
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// Simpler: compute from a concrete FY end date
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// FY ends: fyEndMonth (1-indexed), last day, in some year.
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// We want the deadline that falls in `year`.
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// Try FY endings in year-1 and year
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const results: DeadlineInstance[] = []
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for (const endYr of [year - 1, year]) {
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// Deadline: 7 months after last day of fyEndMonth in endYr
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const dlMonth0 = ((fyEndMonth - 1) + 7) % 12
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const dlYear = (fyEndMonth - 1) + 7 >= 12 ? endYr + 1 : endYr
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if (dlYear === year) {
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const lastDay = new Date(dlYear, dlMonth0 + 1, 0).getDate()
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const periodLabel = fyEndMonth === 12
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? `${endYr}`
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: `${endYr - 1}/${endYr}`
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const period = periodLabel
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results.push({
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day: lastDay,
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month: dlMonth0,
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year: dlYear,
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period,
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periodLabel,
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})
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}
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}
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return results
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},
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},
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// Bokslut (AB) - 31 mars for calendar year
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{
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type: 'bokslut',
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titleTemplate: 'Bokslut räkenskapsår {periodLabel}',
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description: 'Bokslut för aktiebolag',
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condition: (s) => s.entity_type === 'aktiebolag',
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priority: 'important',
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linkedReportType: null,
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generateDates: (year, settings) => {
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// For calendar year, December 31 is fiscal year end, deadline March 31
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if (settings.fiscal_year_start_month === 1) {
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return [
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{ day: 31, month: 2, year, period: `${year - 1}`, periodLabel: `${year - 1}` }, // March
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]
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}
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// For non-calendar fiscal years, 3 months after year end
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const fiscalYearEnd = settings.fiscal_year_start_month - 1
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const deadlineMonth = (fiscalYearEnd + 3) % 12
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const deadlineYear = deadlineMonth < fiscalYearEnd ? year + 1 : year
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return [
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{ day: 31, month: deadlineMonth, year: deadlineYear, period: `${year - 1}/${year}`, periodLabel: `${year - 1}/${year}` },
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]
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},
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},
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]
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/**
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* Helper to get month label in Swedish
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*/
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function getMonthLabel(month: number, year: number): string {
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const months = [
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'januari', 'februari', 'mars', 'april', 'maj', 'juni',
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'juli', 'augusti', 'september', 'oktober', 'november', 'december'
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]
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return `${months[month]} ${year}`
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}
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/**
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* Get all applicable deadline configs for given company settings
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*/
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export function getApplicableDeadlineConfigs(
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settings: CompanySettingsForDeadlines
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): TaxDeadlineConfig[] {
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return TAX_DEADLINE_CONFIGS.filter((config) => config.condition(settings))
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}
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/**
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* Map from tax deadline type to report URL generator
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*/
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export const REPORT_URLS: Record<string, (period: { year: number; quarter?: number; month?: number }) => string> = {
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vat: (p) => {
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if (p.quarter) {
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return `/reports?tab=vat&year=${p.year}&period=${p.quarter}`
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}
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if (p.month) {
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return `/reports?tab=vat&year=${p.year}&period=${p.month}`
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}
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return `/reports?tab=vat&year=${p.year}`
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},
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'ne-declaration': () => '/reports?tab=ne-declaration',
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}
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/**
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* Get the report URL for a deadline
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*/
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export function getReportUrl(
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linkedReportType: string | null,
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linkedReportPeriod: Record<string, unknown> | null
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): string | null {
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if (!linkedReportType || !linkedReportPeriod) {
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return null
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}
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const urlGenerator = REPORT_URLS[linkedReportType]
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if (!urlGenerator) {
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return null
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}
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return urlGenerator(linkedReportPeriod as { year: number; quarter?: number; month?: number })
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}
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