MattssonandClaude Fable 5
a5e37d3510
* fix(bookkeeping): harden correction account changes * feat(tax): enhance tax deadline generation with new settings and filing methods - Added new company settings: tax_turnover_over_40m, vat_has_eu_trade, vat_filing_method, periodisk_sammanstallning_enabled, and periodisk_sammanstallning_filing_method. - Updated deadline generation logic to accommodate new settings affecting VAT and employer declaration deadlines. - Implemented tests for new functionality, ensuring that completed obligations are preserved and not replaced by new pending rows. - Introduced a cron job to backfill missing tax deadlines for companies with settings but no upcoming deadlines. - Updated API routes for generating tax deadlines and handling cron jobs. - Modified database schema to include new columns for tax filing profiles and constraints for filing methods. * fix(invoices): record credit note reconciliation guard * fix(tax): correct automatic deadline settings * fix(tax): key AGI deadline to VAT taxable base and add storforetag payment deadline The 26th filing day for the skattedeklaration (AGI and VAT together) hinges on one statutory measure, a VAT taxable base above SEK 40 million (SFL 26 kap.), not a separate employer turnover. Drop employer_turnover_over_40m and derive the AGI schedule from vat_registered plus vat_taxable_base_over_40m, so a non-VAT-reporting employer is never shown the 26th when its binding date is the 12th. Also: - add a skatteinbetalning deadline row (12th, 17 January) for storforetag, whose deducted tax and employer contributions are due before the 26th filing date - normalize legally incoherent over-40m flag combinations to the earlier small-company schedule in a follow-up migration - replace hardcoded 27 December dates with the banking-day adjustment - extend the 40m help text to cover the SKV-decided early filing election and the payment-still-on-the-12th rule - document the regeneration race repaired by the daily backfill cron Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(migrations): add AGI and VAT filing logic with employer column removal * feat(settings): implement VAT registration logic and update related flags; enhance deadline handling --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
379 lines
15 KiB
TypeScript
379 lines
15 KiB
TypeScript
'use client'
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import { useTranslations } from 'next-intl'
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import { useState } from 'react'
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import { Input } from '@/components/ui/input'
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import { Label } from '@/components/ui/label'
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import { Checkbox } from '@/components/ui/checkbox'
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import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@/components/ui/select'
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import type { CompanySettings } from '@/types'
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interface TaxSettingsFormProps {
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settings: CompanySettings
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}
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export function TaxSettingsForm({ settings }: TaxSettingsFormProps) {
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const t = useTranslations('settings_tax_form')
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const [vatRegistered, setVatRegistered] = useState(settings.vat_registered ?? false)
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const [fSkatt, setFSkatt] = useState(settings.f_skatt ?? true)
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const [paysSalaries, setPaysSalaries] = useState(settings.pays_salaries ?? false)
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const [momsPeriod, setMomsPeriod] = useState(settings.moms_period || '')
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const [vatTaxableBaseOver40m, setVatTaxableBaseOver40m] = useState(
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settings.vat_taxable_base_over_40m ?? false,
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)
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const [hasEuTrade, setHasEuTrade] = useState(settings.vat_has_eu_trade ?? false)
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const [psEnabled, setPsEnabled] = useState(settings.periodisk_sammanstallning_enabled ?? false)
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const isEnskildFirma = settings.entity_type === 'enskild_firma'
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const months = [
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t('month_jan'), t('month_feb'), t('month_mar'), t('month_apr'),
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t('month_may'), t('month_jun'), t('month_jul'), t('month_aug'),
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t('month_sep'), t('month_oct'), t('month_nov'), t('month_dec'),
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]
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return (
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<div className="space-y-8">
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{/* Entity type: read-only */}
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<section className="space-y-4">
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<h2 className="text-sm font-medium uppercase tracking-wider text-muted-foreground">
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{t('entity_form_heading')}
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</h2>
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<div className="flex items-center gap-3">
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<span className="text-sm font-medium">
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{settings.entity_type === 'aktiebolag' ? t('entity_aktiebolag') : t('entity_enskild_firma')}
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</span>
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<p className="text-xs text-muted-foreground">
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{t('entity_form_help')}
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</p>
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</div>
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</section>
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{/* F-skatt */}
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<section className="border-t border-border pt-8 space-y-4">
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<h2 className="text-sm font-medium uppercase tracking-wider text-muted-foreground">
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{t('tax_vat_heading')}
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</h2>
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<div className="space-y-4">
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<div className="flex items-start space-x-3">
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<Checkbox
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id="f_skatt"
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checked={fSkatt}
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onCheckedChange={(v) => setFSkatt(v === true)}
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/>
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<input type="hidden" name="f_skatt" value={fSkatt ? 'true' : 'false'} />
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<div className="space-y-1">
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<Label htmlFor="f_skatt" className="cursor-pointer">{t('f_skatt_label')}</Label>
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<p className="text-xs text-muted-foreground">
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{t('f_skatt_help')}
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</p>
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</div>
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</div>
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<div className="flex items-start space-x-3">
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<Checkbox
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id="vat_registered"
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checked={vatRegistered}
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onCheckedChange={(value) => {
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const checked = value === true
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setVatRegistered(checked)
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if (checked && vatTaxableBaseOver40m) setMomsPeriod('monthly')
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}}
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/>
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<input type="hidden" name="vat_registered" value={vatRegistered ? 'true' : 'false'} />
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<div className="space-y-1">
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<Label htmlFor="vat_registered" className="cursor-pointer">{t('vat_registered_label')}</Label>
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<p className="text-xs text-muted-foreground">
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{t('vat_registered_help')}
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</p>
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</div>
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</div>
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{vatRegistered && (
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<div className="space-y-4 pl-7">
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<div className="max-w-xs space-y-2">
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<Label htmlFor="vat_number">{t('vat_number_label')}</Label>
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<Input
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id="vat_number"
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name="vat_number"
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placeholder="SE123456789001"
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defaultValue={settings.vat_number || ''}
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/>
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<p className="text-xs text-muted-foreground">
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{t('vat_number_help')}
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</p>
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</div>
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<div className="max-w-xs space-y-2">
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<Label>{t('moms_period_label')}</Label>
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<Select
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name="moms_period"
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value={momsPeriod || undefined}
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onValueChange={setMomsPeriod}
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>
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<SelectTrigger>
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<SelectValue placeholder={t('select_period_placeholder')} />
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</SelectTrigger>
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<SelectContent>
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<SelectItem value="monthly">{t('period_monthly')}</SelectItem>
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<SelectItem value="quarterly" disabled={vatTaxableBaseOver40m}>
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{t('period_quarterly')}
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</SelectItem>
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<SelectItem value="yearly" disabled={vatTaxableBaseOver40m}>
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{t('period_yearly')}
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</SelectItem>
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</SelectContent>
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</Select>
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<p className="text-xs text-muted-foreground">
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{t('moms_period_help')}
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</p>
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</div>
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<div className="flex items-start space-x-3">
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<Checkbox
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id="vat_taxable_base_over_40m"
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checked={vatTaxableBaseOver40m}
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onCheckedChange={(value) => {
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const checked = value === true
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setVatTaxableBaseOver40m(checked)
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if (checked) setMomsPeriod('monthly')
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}}
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/>
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<input
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type="hidden"
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name="vat_taxable_base_over_40m"
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value={vatTaxableBaseOver40m ? 'true' : 'false'}
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/>
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<div className="space-y-1">
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<Label htmlFor="vat_taxable_base_over_40m" className="cursor-pointer">
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{t('vat_taxable_base_over_40m_label')}
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</Label>
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<p className="text-xs text-muted-foreground">
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{t('vat_taxable_base_over_40m_help')}
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</p>
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</div>
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</div>
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<div className="flex items-start space-x-3">
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<Checkbox
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id="vat_has_eu_trade"
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checked={hasEuTrade}
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onCheckedChange={(value) => {
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const checked = value === true
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setHasEuTrade(checked)
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if (!checked) setPsEnabled(false)
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}}
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/>
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<input type="hidden" name="vat_has_eu_trade" value={hasEuTrade ? 'true' : 'false'} />
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<div className="space-y-1">
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<Label htmlFor="vat_has_eu_trade" className="cursor-pointer">
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{t('vat_has_eu_trade_label')}
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</Label>
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<p className="text-xs text-muted-foreground">
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{t('vat_has_eu_trade_help')}
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</p>
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</div>
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</div>
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{momsPeriod === 'yearly' && !hasEuTrade && !isEnskildFirma && (
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<div className="max-w-xs space-y-2">
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<Label>{t('vat_filing_method_label')}</Label>
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<Select
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name="vat_filing_method"
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defaultValue={settings.vat_filing_method || 'electronic'}
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>
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<SelectTrigger><SelectValue /></SelectTrigger>
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<SelectContent>
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<SelectItem value="electronic">{t('filing_method_electronic')}</SelectItem>
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<SelectItem value="paper">{t('filing_method_paper')}</SelectItem>
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</SelectContent>
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</Select>
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<p className="text-xs text-muted-foreground">{t('vat_filing_method_help')}</p>
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</div>
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)}
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{hasEuTrade && (
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<div className="space-y-4">
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<div className="flex items-start space-x-3">
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<Checkbox
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id="periodisk_sammanstallning_enabled"
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checked={psEnabled}
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onCheckedChange={(value) => setPsEnabled(value === true)}
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/>
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<input
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type="hidden"
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name="periodisk_sammanstallning_enabled"
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value={psEnabled ? 'true' : 'false'}
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/>
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<div className="space-y-1">
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<Label htmlFor="periodisk_sammanstallning_enabled" className="cursor-pointer">
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{t('periodisk_enabled_label')}
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</Label>
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<p className="text-xs text-muted-foreground">{t('periodisk_enabled_help')}</p>
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</div>
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</div>
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{psEnabled && (
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<div className="grid max-w-2xl grid-cols-1 gap-4 sm:grid-cols-2">
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<div className="space-y-2">
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<Label>{t('periodisk_label')}</Label>
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<Select
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name="periodisk_sammanstallning_period"
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defaultValue={settings.periodisk_sammanstallning_period || 'monthly'}
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>
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<SelectTrigger><SelectValue /></SelectTrigger>
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<SelectContent>
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<SelectItem value="monthly">{t('period_monthly')}</SelectItem>
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<SelectItem value="quarterly">{t('period_quarterly')}</SelectItem>
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</SelectContent>
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</Select>
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<p className="text-xs text-muted-foreground">{t('periodisk_help')}</p>
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</div>
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<div className="space-y-2">
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<Label>{t('periodisk_filing_method_label')}</Label>
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<Select
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name="periodisk_sammanstallning_filing_method"
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defaultValue={settings.periodisk_sammanstallning_filing_method || 'electronic'}
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>
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<SelectTrigger><SelectValue /></SelectTrigger>
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<SelectContent>
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<SelectItem value="electronic">{t('filing_method_electronic')}</SelectItem>
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<SelectItem value="paper">{t('filing_method_paper')}</SelectItem>
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</SelectContent>
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</Select>
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<p className="text-xs text-muted-foreground">
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{t('periodisk_filing_method_help')}
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</p>
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</div>
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</div>
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)}
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</div>
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)}
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</div>
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)}
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</div>
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</section>
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{/* Tax contact: required for SKV-filings */}
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<section className="border-t border-border pt-8 space-y-4">
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<h2 className="text-sm font-medium uppercase tracking-wider text-muted-foreground">
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{t('tax_contact_heading')}
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</h2>
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<p className="text-xs text-muted-foreground -mt-2">
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{t('tax_contact_help')}
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</p>
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<div className="grid grid-cols-1 sm:grid-cols-2 gap-4 max-w-2xl">
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<div className="space-y-2">
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<Label htmlFor="tax_contact_name">{t('tax_contact_name_label')}</Label>
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<Input
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id="tax_contact_name"
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name="tax_contact_name"
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defaultValue={settings.tax_contact_name || ''}
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placeholder={t('tax_contact_name_placeholder')}
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/>
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</div>
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<div className="space-y-2">
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<Label htmlFor="tax_contact_phone">{t('tax_contact_phone_label')}</Label>
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<Input
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id="tax_contact_phone"
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name="tax_contact_phone"
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defaultValue={settings.tax_contact_phone || ''}
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placeholder="08-123 45 67"
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/>
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</div>
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<div className="space-y-2 sm:col-span-2">
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<Label htmlFor="tax_contact_email">{t('tax_contact_email_label')}</Label>
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<Input
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id="tax_contact_email"
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name="tax_contact_email"
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type="email"
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defaultValue={settings.tax_contact_email || ''}
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placeholder="anna@foretaget.se"
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/>
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</div>
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</div>
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</section>
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{/* Fiscal year & salaries */}
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<section className="border-t border-border pt-8 space-y-4">
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<h2 className="text-sm font-medium uppercase tracking-wider text-muted-foreground">
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{t('fiscal_year_salaries_heading')}
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</h2>
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<div className="max-w-xs space-y-2">
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<Label>{t('fiscal_year_start_label')}</Label>
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{isEnskildFirma ? (
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<>
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<Input value={t('month_jan')} disabled />
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<input type="hidden" name="fiscal_year_start_month" value="1" />
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<p className="text-xs text-muted-foreground">
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{t('fiscal_year_ef_help')}
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</p>
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</>
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) : (
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<>
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<Select
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name="fiscal_year_start_month"
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defaultValue={String(settings.fiscal_year_start_month || 1)}
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>
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<SelectTrigger>
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<SelectValue />
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</SelectTrigger>
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<SelectContent>
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{months.map((month, i) => (
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<SelectItem key={i + 1} value={String(i + 1)}>{month}</SelectItem>
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))}
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</SelectContent>
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</Select>
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<p className="text-xs text-muted-foreground">
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{t('fiscal_year_change_help')}
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</p>
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</>
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)}
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</div>
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<div className="flex items-start space-x-3">
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<Checkbox
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id="pays_salaries"
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checked={paysSalaries}
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onCheckedChange={(v) => setPaysSalaries(v === true)}
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/>
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<input type="hidden" name="pays_salaries" value={paysSalaries ? 'true' : 'false'} />
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<div className="space-y-1">
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<Label htmlFor="pays_salaries" className="cursor-pointer">{t('pays_salaries_label')}</Label>
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<p className="text-xs text-muted-foreground">
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{t('pays_salaries_help')}
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</p>
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</div>
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</div>
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</section>
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{/* Preliminary tax */}
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<section className="border-t border-border pt-8 space-y-4">
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<h2 className="text-sm font-medium uppercase tracking-wider text-muted-foreground">
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{t('preliminary_tax_heading')}
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</h2>
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<div className="max-w-xs space-y-2">
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<Label htmlFor="preliminary_tax_monthly">
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{t('preliminary_tax_monthly_label')}
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</Label>
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<Input
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id="preliminary_tax_monthly"
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name="preliminary_tax_monthly"
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type="number"
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defaultValue={settings.preliminary_tax_monthly || ''}
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/>
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<p className="text-xs text-muted-foreground">
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{t('preliminary_tax_monthly_help')}
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</p>
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</div>
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</section>
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</div>
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)
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}
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