Jakob WennbergandClaude Opus 4.6
0aecf5b41c
Remove influencer-specific features (campaigns, TikTok, gifts, shadow ledger, contracts, briefings) and consolidate into a clean ERP foundation with core bookkeeping, invoicing, receipts, tax reporting, and calendar functionality. Reorganize database migrations into a clean numbered sequence. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
311 lines
11 KiB
TypeScript
311 lines
11 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: `${year - 1}` },
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]
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},
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},
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// Inkomstdeklaration (AB) - 1 juli (for calendar year fiscal)
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{
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type: 'inkomstdeklaration_ab',
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titleTemplate: 'Inkomstdeklaration AB {periodLabel}',
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description: 'Inkomstdeklaration för aktiebolag',
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condition: (s) => s.entity_type === 'aktiebolag',
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priority: 'critical',
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linkedReportType: null,
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generateDates: (year, settings) => {
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// For calendar year fiscal (start month = 1), due July 1st
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// For other fiscal years, this would need adjustment
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if (settings.fiscal_year_start_month === 1) {
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return [
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{ day: 1, month: 6, year, period: `${year - 1}`, periodLabel: `${year - 1}` },
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]
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}
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// For non-calendar fiscal years, calculate based on fiscal year end + 6 months
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const fiscalYearEnd = settings.fiscal_year_start_month === 1 ? 12 : settings.fiscal_year_start_month - 1
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const deadlineMonth = (fiscalYearEnd + 5) % 12 // 6 months after year end
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return [
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{ day: 1, month: deadlineMonth, year, period: `${year - 1}/${year}`, periodLabel: `${year - 1}/${year}` },
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]
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},
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},
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// Årsredovisning (AB) - 30 juni (6 months after fiscal year end)
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{
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type: 'arsredovisning',
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titleTemplate: 'Årsredovisning till Bolagsverket {periodLabel}',
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description: 'Årsredovisning för aktiebolag',
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condition: (s) => s.entity_type === 'aktiebolag',
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priority: 'critical',
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linkedReportType: null,
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generateDates: (year, settings) => {
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// For calendar year fiscal, due June 30th
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if (settings.fiscal_year_start_month === 1) {
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return [
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{ day: 30, month: 5, year, period: `${year - 1}`, periodLabel: `${year - 1}` },
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]
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}
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// For non-calendar fiscal years, 6 months after year end
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const fiscalYearEnd = settings.fiscal_year_start_month - 1 // 0-indexed month
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const deadlineMonth = (fiscalYearEnd + 6) % 12
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const deadlineYear = deadlineMonth < fiscalYearEnd ? year + 1 : year
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return [
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{ day: 30, month: deadlineMonth, year: deadlineYear, period: `${year - 1}/${year}`, periodLabel: `${year - 1}/${year}` },
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]
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},
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},
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// Bokslut (AB) - 31 mars for calendar year
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{
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type: 'bokslut',
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titleTemplate: 'Bokslut räkenskapsår {periodLabel}',
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description: 'Bokslut för aktiebolag',
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condition: (s) => s.entity_type === 'aktiebolag',
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priority: 'important',
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linkedReportType: null,
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generateDates: (year, settings) => {
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// For calendar year, December 31 is fiscal year end, deadline March 31
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if (settings.fiscal_year_start_month === 1) {
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return [
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{ day: 31, month: 2, year, period: `${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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