bf7773d74b
* feat(settings): standard verifikationsserier for new companies, opt-in action for existing (#2184) A new company_settings row now defaults to the standard series set (A manual/bank, B kundfakturor, C inbetalningar, D leverantörsfakturor, E utbetalningar, H periodisering, I bokslut, K lön, L kontantfaktura, M moms) instead of everything on A. The set lives once, as the exhaustive STANDARD_VOUCHER_SERIES_MAP in the resolver; a pg-real test holds the column default equal to it and to the source_type CHECK. Existing rows are not remapped: the per-type settings form gets an "Använd standarduppsättningen" action that fills the set for review and save through the existing PUT, so the switch is a deliberate, audited act rather than a mid-year numbering change nobody decided. Payment rows bound to the other bokföringsmetod are dimmed, not hidden. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01LvMaHcTnwAfxzgYD1fGYX1 * test(bookkeeping): fresh company_settings row asserts the standard series set, not all-A voucher-series-defaults.pg.test.ts codified the pre-#2184 column default (every source type on A). Migration 20260906210500 replaces that default with the standard set, so the "freshly inserted row" case now asserts the representative letters and full equality with STANDARD_VOUCHER_SERIES_MAP. The explicit-override case keeps proving a company's own layout replaces the default wholesale. No other pg or tool test asserted on the old map. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01LvMaHcTnwAfxzgYD1fGYX1 --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
78 lines
3.7 KiB
SQL
78 lines
3.7 KiB
SQL
-- Migration: Standard verifikationsserier for new companies (issue #2184)
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--
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-- default_voucher_series_per_source_type shipped (20260526120700) with every
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-- source type on 'A' "to preserve current behaviour", and nothing since has
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-- asked a new company to lay its series out: the onboarding upsert
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-- (lib/company/create-company.ts) and the sandbox seed both insert the row
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-- without this column, so every company started with its whole ledger in one
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-- series, and each source type added later (webshop_order, vat_settlement,
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-- expense_payout, ...) silently joined it through the resolver's 'A' fallback.
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--
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-- New rows now default to the standard set. The letters are Fortnox's, the
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-- same ones VOUCHER_SERIES_PRESETS already names in every picker, so a ledger
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-- imported from Fortnox continues its kundfakturor in B, leverantörsfakturor
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-- in D and löner in K instead of starting parallel series:
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-- A manual entries, bank transactions, and everything not listed below
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-- B kundfakturor, kreditfakturor, påminnelseavgifter
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-- C inbetalningar från kunder (incl. rot/rut payouts clearing 1513)
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-- D leverantörsfakturor, leverantörskreditfakturor, privat betalda
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-- E utbetalningar till leverantörer
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-- H periodiseringar
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-- I bokslut, resultatdisposition
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-- K lön
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-- L kontantfakturor (webshop orders)
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-- M momsredovisning
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-- The JSON below must stay equal to STANDARD_VOUCHER_SERIES_MAP in
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-- lib/bookkeeping/voucher-series-resolver.ts and name every value the
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-- journal_entries.source_type CHECK accepts;
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-- tests/pg/voucher-series-standard-default.pg.test.ts asserts both.
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--
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-- Existing rows are deliberately NOT updated. A company that has been booking
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-- on A keeps A for every type until it chooses the standard set itself under
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-- Inställningar > Bokföring ("Använd standarduppsättningen"). Each series must
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-- be unbroken within the räkenskapsår (BFL 5 kap. 7 §); a switch does not
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-- break that, but a remap by migration would move the next kundfaktura from
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-- A(n+1) into a fresh B1 mid-year with nothing in the behandlingshistorik
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-- saying who decided it. BFNAR 2013:2 p. 9.16 records changes to the
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-- behandlingsregler with date and actor, which the audited settings save
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-- provides and a migration cannot.
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ALTER TABLE public.company_settings
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ALTER COLUMN default_voucher_series_per_source_type
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SET DEFAULT '{
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"manual": "A",
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"bank_transaction": "A",
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"invoice_created": "B",
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"credit_note": "B",
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"reminder_fee": "B",
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"invoice_paid": "C",
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"invoice_cash_payment": "C",
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"rot_rut_payout": "C",
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"supplier_invoice_registered": "D",
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"supplier_credit_note": "D",
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"supplier_invoice_privately_paid": "D",
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"supplier_invoice_paid": "E",
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"supplier_invoice_cash_payment": "E",
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"accrual": "H",
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"year_end": "I",
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"result_appropriation": "I",
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"salary_payment": "K",
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"webshop_order": "L",
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"vat_settlement": "M",
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"opening_balance": "A",
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"currency_revaluation": "A",
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"inbox_item": "A",
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"import": "A",
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"system": "A",
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"storno": "A",
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"correction": "A",
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"stripe_payout": "A",
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"expense_claim": "A",
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"expense_payout": "A"
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}'::jsonb;
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COMMENT ON COLUMN public.company_settings.default_voucher_series_per_source_type IS
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'Maps journal_entries.source_type -> default voucher_series (single uppercase letter A-Z). Read by lib/bookkeeping/voucher-series-resolver.ts (missing key -> "A"); written via /api/settings. New rows default to STANDARD_VOUCHER_SERIES_MAP (A manual/bank, B kundfakturor, C inbetalningar, D leverantörsfakturor, E utbetalningar, H periodisering, I bokslut, K lön, L kontantfaktura, M moms); rows created before 20260906210500 keep every type on "A" until the company applies the standard set in settings.';
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NOTIFY pgrst, 'reload schema';
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