feat: implement fiscal period date fields component and validation logic (#301)

* feat: implement fiscal period date fields component and validation logic * feat: update fiscal period validation and naming logic
2026-04-21 17:08:38 +02:00
parent 08991218ee
commit 885dd8a2e4
8 changed files with 504 additions and 257 deletions
@@ -0,0 +1,180 @@
+'use client'
+
+import { useMemo, type ReactNode } from 'react'
+import { Input } from '@/components/ui/input'
+import { Label } from '@/components/ui/label'
+import { CalendarDays } from 'lucide-react'
+import {
+  monthsBetween,
+  parseDateParts,
+  validatePeriodDuration,
+} from '@/lib/bookkeeping/validate-period-duration'
+import type { EntityType } from '@/types'
+
+const monthNames = [
+  'januari', 'februari', 'mars', 'april', 'maj', 'juni',
+  'juli', 'augusti', 'september', 'oktober', 'november', 'december',
+]
+
+function formatSwedishDate(dateStr: string): string {
+  const { year, month, day } = parseDateParts(dateStr)
+  return `${day} ${monthNames[month - 1]} ${year}`
+}
+
+function endsOnDec31(end: string): boolean {
+  const e = parseDateParts(end)
+  return e.month === 12 && e.day === 31
+}
+
+/**
+ * Map validatePeriodDuration's English messages to user-facing Swedish copy.
+ */
+function toSwedishError(msg: string): string {
+  if (msg.includes('after period start')) return 'Slutdatum måste vara efter startdatum.'
+  if (msg.includes('1st of a month')) return 'Startdatum måste vara den första i månaden.'
+  if (msg.includes('last day of a month')) return 'Slutdatum måste vara den sista i månaden.'
+  if (msg.includes('exceeds maximum 18 months')) return 'Räkenskapsåret får vara högst 18 månader (BFL 3 kap.).'
+  if (msg.includes('at least 6 months')) return 'Första räkenskapsåret måste vara minst 6 månader (BFL 3 kap.).'
+  return msg
+}
+
+export interface FiscalPeriodValidation {
+  /** User-facing Swedish error, or null if valid */
+  error: string | null
+  /** Integer month count, or null if inputs are incomplete/invalid */
+  months: number | null
+  /** True if inputs are complete enough to render the summary */
+  canSummarise: boolean
+}
+
+/**
+ * Shared validation for the first fiscal period — used by both onboarding Step 3
+ * and the settings FiscalPeriodEditor. Returns Swedish error copy.
+ */
+export function validateFirstPeriod(
+  startDate: string,
+  endDate: string,
+  entityType: EntityType | undefined
+): FiscalPeriodValidation {
+  if (!startDate || !endDate) {
+    return { error: null, months: null, canSummarise: false }
+  }
+  if (endDate <= startDate) {
+    return {
+      error: 'Slutdatum måste vara efter startdatum.',
+      months: null,
+      canSummarise: false,
+    }
+  }
+
+  const baseError = validatePeriodDuration(startDate, endDate, { isFirstPeriod: true })
+  if (baseError) {
+    return {
+      error: toSwedishError(baseError),
+      months: monthsBetween(startDate, endDate),
+      canSummarise: true,
+    }
+  }
+
+  if (entityType === 'enskild_firma' && !endsOnDec31(endDate)) {
+    return {
+      error: 'Enskild firma måste ha slutdatum 31 december (BFL 3 kap.).',
+      months: monthsBetween(startDate, endDate),
+      canSummarise: true,
+    }
+  }
+
+  return {
+    error: null,
+    months: monthsBetween(startDate, endDate),
+    canSummarise: true,
+  }
+}
+
+interface FiscalPeriodDateFieldsProps {
+  startDate: string
+  onStartDateChange: (value: string) => void
+  startHelpText?: string
+  /**
+   * Render the end-date control. Onboarding passes its AB end-month <Select>
+   * + computed-option <Select>; settings passes a native <input type="date">.
+   */
+  endDateSlot: ReactNode
+  /** The raw end-date string (used for summary + validation). */
+  endDate: string
+  entityType: EntityType | undefined
+  /** Label for the summary card. Defaults to "Ditt första räkenskapsår". */
+  summaryTitle?: string
+  /** Optional override for start date <Label> content. */
+  startLabel?: ReactNode
+}
+
+/**
+ * Shared first-fiscal-period date entry: day-level start (native date input),
+ * caller-provided end-date control, and a Swedish summary card with inline
+ * validation errors (6–18 months, EF calendar-year rule, last-day-of-month).
+ *
+ * Used by onboarding Step 3 and the settings FiscalPeriodEditor so the two
+ * screens stay in lockstep.
+ */
+export function FiscalPeriodDateFields({
+  startDate,
+  onStartDateChange,
+  startHelpText = 'Första räkenskapsåret kan börja valfri dag.',
+  endDateSlot,
+  endDate,
+  entityType,
+  summaryTitle = 'Ditt första räkenskapsår',
+  startLabel = 'Startdatum',
+}: FiscalPeriodDateFieldsProps) {
+  const validation = useMemo(
+    () => validateFirstPeriod(startDate, endDate, entityType),
+    [startDate, endDate, entityType],
+  )
+
+  return (
+    <div className="space-y-4">
+      <div className="space-y-2">
+        <Label htmlFor="fiscal-period-start">{startLabel}</Label>
+        <Input
+          id="fiscal-period-start"
+          type="date"
+          value={startDate}
+          onChange={(e) => onStartDateChange(e.target.value)}
+        />
+        <p className="text-xs text-muted-foreground">{startHelpText}</p>
+      </div>
+
+      {endDateSlot}
+
+      {validation.canSummarise && (
+        <div className="rounded-lg border border-primary/20 bg-primary/5 p-4 space-y-1">
+          <div className="flex items-center gap-2 text-sm font-medium">
+            <CalendarDays className="h-4 w-4 text-primary" />
+            {summaryTitle}
+          </div>
+          {startDate && endDate && (
+            <p className="text-sm text-muted-foreground">
+              {formatSwedishDate(startDate)} – {formatSwedishDate(endDate)}
+            </p>
+          )}
+          {validation.months !== null && (
+            <p
+              className={`text-xs ${validation.error ? 'text-destructive' : 'text-muted-foreground'}`}
+            >
+              {validation.months} månader
+              {validation.error ? ` — ${validation.error}` : ''}
+            </p>
+          )}
+          {validation.error && validation.months === null && (
+            <p className="text-xs text-destructive">{validation.error}</p>
+          )}
+        </div>
+      )}
+
+      {validation.error && !validation.canSummarise && (
+        <p className="text-xs text-destructive">{validation.error}</p>
+      )}
+    </div>
+  )
+}
@@ -13,11 +13,15 @@ import { InfoTooltip } from '@/components/ui/info-tooltip'
 import { Loader2, ArrowRight, ArrowLeft, Check, CalendarDays } from 'lucide-react'
 import { cn } from '@/lib/utils'
 import { useToast } from '@/components/ui/use-toast'
-import { monthsBetween, parseDateParts } from '@/lib/bookkeeping/validate-period-duration'
+import { parseDateParts } from '@/lib/bookkeeping/validate-period-duration'
 import {
  DestructiveConfirmDialog,
  useDestructiveConfirm,
 } from '@/components/ui/destructive-confirm-dialog'
+import {
+  FiscalPeriodDateFields,
+  validateFirstPeriod,
+} from '@/components/bookkeeping/FiscalPeriodDateFields'
 import type { EntityType } from '@/types'

 const schema = z.object({
@@ -71,11 +75,6 @@ const monthNames = [
  'Juli', 'Augusti', 'September', 'Oktober', 'November', 'December',
 ]

-function formatSwedishDate(dateStr: string): string {
-  const { year, month, day } = parseDateParts(dateStr)
-  return `${day} ${monthNames[month - 1].toLowerCase()} ${year}`
-}
-
 /**
 * Get the last day of a given month (1-indexed).
 */
@@ -131,7 +130,7 @@ function getABFirstYearEndDates(
  // Try ending in the same year or next year
  for (const endYear of [startYear, startYear + 1, startYear + 2]) {
    const months = (endYear - startYear) * 12 + (endMonth - startMonth) + 1
-    if (months >= 1 && months <= 18) {
+    if (months >= 6 && months <= 18) {
      const day = lastDayOfMonth(endYear, endMonth)
      const endDate = `${endYear}-${String(endMonth).padStart(2, '0')}-${String(day).padStart(2, '0')}`
      options.push({
@@ -176,26 +175,8 @@ export default function Step3TaxRegistration({

  const isFirstYear = watch('is_first_fiscal_year')
  const firstYearStart = watch('first_year_start')
-  const firstYearEnd = watch('first_year_end')
  const fiscalYearEndMonth = watch('fiscal_year_end_month')

-  // State for first-year start date selectors (day/month/year)
-  const [startDay, setStartDay] = useState<number>(
-    initialData.first_year_start
-      ? parseDateParts(initialData.first_year_start).day
-      : 1
-  )
-  const [startMonth, setStartMonth] = useState<number>(
-    initialData.first_year_start
-      ? parseDateParts(initialData.first_year_start).month
-      : 0
-  )
-  const [startYear, setStartYear] = useState<number>(
-    initialData.first_year_start
-      ? parseDateParts(initialData.first_year_start).year
-      : 0
-  )
-
  // State for AB first-year end month selector
  const [abEndMonth, setAbEndMonth] = useState<number>(
    initialData.first_year_end
@@ -226,6 +207,20 @@ export default function Step3TaxRegistration({
    let firstEnd: string | undefined

    if (data.is_first_fiscal_year && data.first_year_start && data.first_year_end) {
+      // Validate the 6–18 month BFL 3 kap. window + EF calendar-year rule
+      const validation = validateFirstPeriod(
+        data.first_year_start,
+        data.first_year_end,
+        entityType,
+      )
+      if (validation.error) {
+        toast({
+          title: 'Räkenskapsåret är inte giltigt',
+          description: validation.error,
+          variant: 'destructive',
+        })
+        return
+      }
      // Derive start month from end date
      const endMonth = parseDateParts(data.first_year_end).month
      fiscalYearStartMonth = endMonth === 12 ? 1 : endMonth + 1
@@ -395,173 +390,94 @@ export default function Step3TaxRegistration({
              {/* First fiscal year options */}
              {isFirstYear && (
                <div className="space-y-4 rounded-lg bg-muted/50 p-4">
-                  <div className="space-y-2">
-                    <Label>Startdatum</Label>
-                    <Controller
-                      name="first_year_start"
-                      control={control}
-                      render={({ field }) => {
-                        const currentYear = new Date().getFullYear()
-                        const years = Array.from({ length: 7 }, (_, i) => currentYear - 5 + i)
-
-                        const updateField = (day: number, month: number, year: number) => {
-                          if (month && year) {
-                            const maxDay = lastDayOfMonth(year, month)
-                            const clampedDay = Math.min(day, maxDay)
-                            field.onChange(`${year}-${String(month).padStart(2, '0')}-${String(clampedDay).padStart(2, '0')}`)
-                          }
-                        }
-
-                        const handleYearChange = (year: number) => {
-                          setStartYear(year)
-                          updateField(startDay, startMonth, year)
-                        }
-
-                        const handleMonthChange = (month: number) => {
-                          setStartMonth(month)
-                          // Clamp day if needed when month changes
-                          if (startYear) {
-                            const maxDay = lastDayOfMonth(startYear, month)
-                            if (startDay > maxDay) setStartDay(maxDay)
-                          }
-                          updateField(startDay, month, startYear)
-                        }
-
-                        const handleDayChange = (day: number) => {
-                          setStartDay(day)
-                          updateField(day, startMonth, startYear)
-                        }
-
-                        const maxDays = startMonth && startYear
-                          ? lastDayOfMonth(startYear, startMonth)
-                          : 31
-
-                        return (
-                          <div className="grid grid-cols-3 gap-2">
-                            <Select
-                              value={startYear ? startYear.toString() : ''}
-                              onValueChange={(v) => { if (v) handleYearChange(parseInt(v)) }}
-                            >
-                              <SelectTrigger>
-                                <SelectValue placeholder="År" />
-                              </SelectTrigger>
-                              <SelectContent>
-                                {years.map((y) => (
-                                  <SelectItem key={y} value={y.toString()}>{y}</SelectItem>
-                                ))}
-                              </SelectContent>
-                            </Select>
-                            <Select
-                              value={startMonth ? startMonth.toString() : ''}
-                              onValueChange={(v) => { if (v) handleMonthChange(parseInt(v)) }}
-                            >
-                              <SelectTrigger>
-                                <SelectValue placeholder="Månad" />
-                              </SelectTrigger>
-                              <SelectContent>
-                                {monthNames.map((name, i) => (
-                                  <SelectItem key={i + 1} value={(i + 1).toString()}>{name}</SelectItem>
-                                ))}
-                              </SelectContent>
-                            </Select>
-                            <Select
-                              value={startDay.toString()}
-                              onValueChange={(v) => { if (v) handleDayChange(parseInt(v)) }}
-                            >
-                              <SelectTrigger>
-                                <SelectValue placeholder="Dag" />
-                              </SelectTrigger>
-                              <SelectContent>
-                                {Array.from({ length: maxDays }, (_, i) => i + 1).map((d) => (
-                                  <SelectItem key={d} value={d.toString()}>{d}</SelectItem>
-                                ))}
-                              </SelectContent>
-                            </Select>
-                          </div>
-                        )
-                      }}
-                    />
-                    <p className="text-xs text-muted-foreground">
-                      Datumet företaget registrerades. Första räkenskapsåret kan börja valfri dag.
-                    </p>
-                    {errors.first_year_start && (
-                      <p className="text-xs text-destructive">{errors.first_year_start.message}</p>
-                    )}
-                  </div>
-
-                  {/* AB: end month selector */}
-                  {!isEF && parsedStart && (
-                    <div className="space-y-2">
-                      <Label>Räkenskapsåret slutar (månad)</Label>
-                      <Select
-                        value={abEndMonth.toString()}
-                        onValueChange={(v) => { if (v) setAbEndMonth(parseInt(v)) }}
-                      >
-                        <SelectTrigger>
-                          <SelectValue placeholder="Välj månad" />
-                        </SelectTrigger>
-                        <SelectContent>
-                          {monthNames.map((name, i) => (
-                            <SelectItem key={i + 1} value={(i + 1).toString()}>
-                              {name}
-                            </SelectItem>
-                          ))}
-                        </SelectContent>
-                      </Select>
-                    </div>
-                  )}
-
-                  {/* End date selector (options depend on entity type + start) */}
-                  {parsedStart && firstYearEndOptions.length > 0 && (
-                    <div className="space-y-2">
-                      <Label>Slutdatum</Label>
+                  <Controller
+                    name="first_year_start"
+                    control={control}
+                    render={({ field: startField }) => (
                      <Controller
                        name="first_year_end"
                        control={control}
-                        render={({ field }) => (
-                          <Select
-                            value={field.value || ''}
-                            onValueChange={(v) => { if (v) field.onChange(v) }}
-                          >
-                            <SelectTrigger>
-                              <SelectValue placeholder="Välj slutdatum" />
-                            </SelectTrigger>
-                            <SelectContent>
-                              {firstYearEndOptions.map((opt) => (
-                                <SelectItem key={opt.value} value={opt.value}>
-                                  {opt.label}
-                                </SelectItem>
-                              ))}
-                            </SelectContent>
-                          </Select>
+                        render={({ field: endField }) => (
+                          <FiscalPeriodDateFields
+                            startDate={startField.value || ''}
+                            onStartDateChange={(v) => {
+                              startField.onChange(v)
+                              // Reset end when start changes — its valid options depend on start
+                              if (endField.value) endField.onChange('')
+                            }}
+                            startHelpText="Datumet företaget registrerades. Första räkenskapsåret kan börja valfri dag."
+                            endDate={endField.value || ''}
+                            entityType={entityType}
+                            endDateSlot={
+                              <>
+                                {/* AB: end month selector */}
+                                {!isEF && parsedStart && (
+                                  <div className="space-y-2">
+                                    <Label>Räkenskapsåret slutar (månad)</Label>
+                                    <Select
+                                      value={abEndMonth.toString()}
+                                      onValueChange={(v) => {
+                                        if (v) {
+                                          setAbEndMonth(parseInt(v))
+                                          if (endField.value) endField.onChange('')
+                                        }
+                                      }}
+                                    >
+                                      <SelectTrigger>
+                                        <SelectValue placeholder="Välj månad" />
+                                      </SelectTrigger>
+                                      <SelectContent>
+                                        {monthNames.map((name, i) => (
+                                          <SelectItem key={i + 1} value={(i + 1).toString()}>
+                                            {name}
+                                          </SelectItem>
+                                        ))}
+                                      </SelectContent>
+                                    </Select>
+                                  </div>
+                                )}
+
+                                {/* End date selector (options depend on entity type + start) */}
+                                {parsedStart && firstYearEndOptions.length > 0 && (
+                                  <div className="space-y-2">
+                                    <Label>Slutdatum</Label>
+                                    <Select
+                                      value={endField.value || ''}
+                                      onValueChange={(v) => { if (v) endField.onChange(v) }}
+                                    >
+                                      <SelectTrigger>
+                                        <SelectValue placeholder="Välj slutdatum" />
+                                      </SelectTrigger>
+                                      <SelectContent>
+                                        {firstYearEndOptions.map((opt) => (
+                                          <SelectItem key={opt.value} value={opt.value}>
+                                            {opt.label}
+                                          </SelectItem>
+                                        ))}
+                                      </SelectContent>
+                                    </Select>
+                                    {errors.first_year_end && (
+                                      <p className="text-xs text-destructive">{errors.first_year_end.message}</p>
+                                    )}
+                                  </div>
+                                )}
+
+                                {parsedStart && firstYearEndOptions.length === 0 && (
+                                  <p className="text-sm text-destructive">
+                                    Ingen giltig slutperiod hittades. Kontrollera startdatumet.
+                                  </p>
+                                )}
+
+                                {errors.first_year_start && (
+                                  <p className="text-xs text-destructive">{errors.first_year_start.message}</p>
+                                )}
+                              </>
+                            }
+                          />
                        )}
                      />
-                      {errors.first_year_end && (
-                        <p className="text-xs text-destructive">{errors.first_year_end.message}</p>
-                      )}
-                    </div>
-                  )}
-
-                  {parsedStart && firstYearEndOptions.length === 0 && (
-                    <p className="text-sm text-destructive">
-                      Ingen giltig slutperiod hittades. Kontrollera startdatumet.
-                    </p>
-                  )}
-
-                  {firstYearStart && firstYearEnd && (
-                    <div className="rounded-lg border border-primary/20 bg-primary/5 p-4 space-y-1">
-                      <div className="flex items-center gap-2 text-sm font-medium">
-                        <CalendarDays className="h-4 w-4 text-primary" />
-                        Ditt första räkenskapsår
-                      </div>
-                      <p className="text-sm text-muted-foreground">
-                        {formatSwedishDate(firstYearStart)} &ndash; {formatSwedishDate(firstYearEnd)}
-                      </p>
-                      <p className="text-xs text-muted-foreground">
-                        {monthsBetween(firstYearStart, firstYearEnd)} månader
-                      </p>
-                    </div>
-                  )}
+                    )}
+                  />
                </div>
              )}

@@ -1,6 +1,6 @@
 'use client'

-import { useEffect, useMemo, useState } from 'react'
+import { useEffect, useState } from 'react'
 import { useCompany } from '@/contexts/CompanyContext'
 import { Button } from '@/components/ui/button'
 import { Input } from '@/components/ui/input'
@@ -10,8 +10,12 @@ import {
  DestructiveConfirmDialog,
  useDestructiveConfirm,
 } from '@/components/ui/destructive-confirm-dialog'
-import { Loader2, CalendarDays, Info, Lock } from 'lucide-react'
-import { monthsBetween, parseDateParts } from '@/lib/bookkeeping/validate-period-duration'
+import { Loader2, Info, Lock } from 'lucide-react'
+import { parseDateParts } from '@/lib/bookkeeping/validate-period-duration'
+import {
+  FiscalPeriodDateFields,
+  validateFirstPeriod,
+} from '@/components/bookkeeping/FiscalPeriodDateFields'
 import type { FiscalPeriod } from '@/types'

 function formatSwedishDate(dateStr: string): string {
@@ -91,17 +95,11 @@ export function FiscalPeriodEditor() {
    }
  }, [company])

-  const durationMonths = useMemo(() => {
-    if (!startDate || !endDate || endDate <= startDate) return null
-    return monthsBetween(startDate, endDate)
-  }, [startDate, endDate])
-
-  const efCalendarYearInvalid = useMemo(() => {
-    if (!isEF || !startDate || !endDate) return false
-    return !isCalendarYear({ period_start: startDate, period_end: endDate })
-  }, [isEF, startDate, endDate])
-
-  const exceedsMaxDuration = durationMonths !== null && durationMonths > 18
+  const validation = validateFirstPeriod(
+    startDate,
+    endDate,
+    company?.entity_type,
+  )

  const isBlocked =
    !!period && (period.locked_at || period.is_closed || (postedCount ?? 0) > 0)
@@ -126,7 +124,12 @@ export function FiscalPeriodEditor() {

    setIsSaving(true)
    try {
-      const newName = `Räkenskapsår ${parseDateParts(endDate).year}`
+      const startYear = parseDateParts(startDate).year
+      const endYear = parseDateParts(endDate).year
+      const newName =
+        startYear === endYear
+          ? `Räkenskapsår ${startYear}`
+          : `Räkenskapsår ${startYear}/${endYear}`
      const res = await fetch(`/api/bookkeeping/fiscal-periods/${period.id}`, {
        method: 'PATCH',
        headers: { 'Content-Type': 'application/json' },
@@ -201,55 +204,27 @@ export function FiscalPeriodEditor() {
              </div>
            </div>

-            <div className="grid grid-cols-1 sm:grid-cols-2 gap-4">
-              <div className="space-y-2">
-                <Label htmlFor="fp_start">Startdatum</Label>
-                <Input
-                  id="fp_start"
-                  type="date"
-                  value={startDate}
-                  onChange={(e) => setStartDate(e.target.value)}
-                />
-                <p className="text-xs text-muted-foreground">
-                  Första räkenskapsåret kan börja valfri dag.
-                </p>
-              </div>
-              <div className="space-y-2">
-                <Label htmlFor="fp_end">Slutdatum</Label>
-                <Input
-                  id="fp_end"
-                  type="date"
-                  value={endDate}
-                  onChange={(e) => setEndDate(e.target.value)}
-                />
-                <p className="text-xs text-muted-foreground">
-                  Måste vara sista dagen i en månad.
-                </p>
-              </div>
-            </div>
-
-            {startDate && endDate && endDate > startDate && (
-              <div className="rounded-lg border border-primary/20 bg-primary/5 p-4 space-y-1">
-                <div className="flex items-center gap-2 text-sm font-medium">
-                  <CalendarDays className="h-4 w-4 text-primary" />
-                  Föreslaget räkenskapsår
+            <FiscalPeriodDateFields
+              startDate={startDate}
+              onStartDateChange={setStartDate}
+              endDate={endDate}
+              entityType={company?.entity_type}
+              summaryTitle="Föreslaget räkenskapsår"
+              endDateSlot={
+                <div className="space-y-2">
+                  <Label htmlFor="fp_end">Slutdatum</Label>
+                  <Input
+                    id="fp_end"
+                    type="date"
+                    value={endDate}
+                    onChange={(e) => setEndDate(e.target.value)}
+                  />
+                  <p className="text-xs text-muted-foreground">
+                    Måste vara sista dagen i en månad.
+                  </p>
                </div>
-                <p className="text-sm text-muted-foreground">
-                  {formatSwedishDate(startDate)} &ndash; {formatSwedishDate(endDate)}
-                </p>
-                {durationMonths !== null && (
-                  <p className={`text-xs ${exceedsMaxDuration ? 'text-destructive' : 'text-muted-foreground'}`}>
-                    {durationMonths} månader
-                    {exceedsMaxDuration && ' — över 18 månader är inte tillåtet (BFL 3 kap.)'}
-                  </p>
-                )}
-                {efCalendarYearInvalid && (
-                  <p className="text-xs text-destructive">
-                    Enskild firma måste använda kalenderår (1 januari &ndash; 31 december).
-                  </p>
-                )}
-              </div>
-            )}
+              }
+            />

            <div className="flex justify-end gap-2">
              <Button
@@ -268,9 +243,7 @@ export function FiscalPeriodEditor() {
                  isSaving ||
                  !startDate ||
                  !endDate ||
-                  endDate <= startDate ||
-                  exceedsMaxDuration ||
-                  efCalendarYearInvalid
+                  validation.error !== null
                }
              >
                {isSaving ? (
@@ -64,12 +64,12 @@ describe('validatePeriodDuration', () => {
    expect(validatePeriodDuration('2025-03-25', '2025-12-31', { isFirstPeriod: true })).toBeNull()
  })

-  it('allows mid-month start for first period (October)', () => {
-    expect(validatePeriodDuration('2025-10-15', '2025-12-31', { isFirstPeriod: true })).toBeNull()
+  it('allows mid-month start for first period (July)', () => {
+    expect(validatePeriodDuration('2025-07-15', '2025-12-31', { isFirstPeriod: true })).toBeNull()
  })

-  it('still allows day-1 start for first period', () => {
-    expect(validatePeriodDuration('2025-10-01', '2025-12-31', { isFirstPeriod: true })).toBeNull()
+  it('still allows day-1 start for first period (6 months)', () => {
+    expect(validatePeriodDuration('2025-07-01', '2025-12-31', { isFirstPeriod: true })).toBeNull()
  })

  it('enforces end-of-month even for first period', () => {
@@ -84,6 +84,26 @@ describe('validatePeriodDuration', () => {
    expect(result).toContain('18 months')
  })

+  it('enforces 6-month minimum for first period (2 months)', () => {
+    expect(validatePeriodDuration('2026-03-25', '2026-05-31', { isFirstPeriod: true })).toBe(
+      'First fiscal period must be at least 6 months (BFL 3 kap.)'
+    )
+  })
+
+  it('enforces 6-month minimum for first period (5 months)', () => {
+    expect(validatePeriodDuration('2026-08-01', '2026-12-31', { isFirstPeriod: true })).toBe(
+      'First fiscal period must be at least 6 months (BFL 3 kap.)'
+    )
+  })
+
+  it('allows exactly 6 months for first period', () => {
+    expect(validatePeriodDuration('2026-07-01', '2026-12-31', { isFirstPeriod: true })).toBeNull()
+  })
+
+  it('realistic customer case: 2026-03-25 to 2027-02-28', () => {
+    expect(validatePeriodDuration('2026-03-25', '2027-02-28', { isFirstPeriod: true })).toBeNull()
+  })
+
  it('returns error when end is not last day of month', () => {
    expect(validatePeriodDuration('2025-01-01', '2025-12-15')).toBe(
      'Period end must be the last day of a month'
@@ -62,5 +62,10 @@ export function validatePeriodDuration(start: string, end: string, options?: Val
    return `Period duration ${months} months exceeds maximum 18 months (BFL 3 kap.)`
  }

+  // First fiscal period must be at least 6 months per BFL 3 kap.
+  if (options?.isFirstPeriod && months < 6) {
+    return `First fiscal period must be at least 6 months (BFL 3 kap.)`
+  }
+
  return null
 }
@@ -6,6 +6,7 @@ import {
  ensureFiscalPeriod,
  importVouchers,
  computeVoucherNumberRanges,
+  linkOpeningBalanceEntryToPeriod,
 } from '../sie-import'
 import { createQueuedMockSupabase } from '@/tests/helpers'
 import type { ParsedSIEFile, AccountMapping } from '../types'
@@ -421,6 +422,84 @@ describe('ensureFiscalPeriod validation', () => {
  })
 })

+describe('linkOpeningBalanceEntryToPeriod', () => {
+  // Regression: SIE import created the opening-balance entry but never wrote
+  // its ID back to fiscal_periods. Without the link, getOpeningBalances falls
+  // through to summing all prior journal lines, which inflates balance-sheet
+  // accounts across multi-year imports (each year's IB double-counted against
+  // the prior year's UB).
+  type Supabase = Parameters<typeof linkOpeningBalanceEntryToPeriod>[0]
+
+  it('writes opening_balance_entry_id and opening_balances_set to the fiscal period', async () => {
+    const updates: Array<{ payload: Record<string, unknown>; filters: Record<string, unknown> }> = []
+
+    const supabase = {
+      from: (table: string) => {
+        if (table !== 'fiscal_periods') {
+          throw new Error(`Unexpected table: ${table}`)
+        }
+        let pendingPayload: Record<string, unknown> = {}
+        const filters: Record<string, unknown> = {}
+        const chain = {
+          update: (payload: Record<string, unknown>) => {
+            pendingPayload = payload
+            return chain
+          },
+          eq: (col: string, val: unknown) => {
+            filters[col] = val
+            return chain
+          },
+          then: (resolve: (v: unknown) => void) => {
+            updates.push({ payload: pendingPayload, filters: { ...filters } })
+            resolve({ data: null, error: null })
+          },
+        }
+        return chain
+      },
+    }
+
+    await linkOpeningBalanceEntryToPeriod(
+      supabase as unknown as Supabase,
+      'company-1',
+      'period-1',
+      'ob-entry-1',
+    )
+
+    expect(updates).toHaveLength(1)
+    expect(updates[0].payload).toEqual({
+      opening_balance_entry_id: 'ob-entry-1',
+      opening_balances_set: true,
+    })
+    expect(updates[0].filters).toEqual({
+      id: 'period-1',
+      company_id: 'company-1',
+    })
+  })
+
+  it('throws a descriptive error when the update fails', async () => {
+    const supabase = {
+      from: () => {
+        const chain = {
+          update: () => chain,
+          eq: () => chain,
+          then: (resolve: (v: unknown) => void) =>
+            resolve({ data: null, error: { message: 'permission denied' } }),
+        }
+        return chain
+      },
+    }
+
+    await expect(
+      linkOpeningBalanceEntryToPeriod(
+        supabase as unknown as Supabase,
+        'company-1',
+        'period-1',
+        'ob-entry-1',
+      ),
+    ).rejects.toThrow(/Failed to link opening balance entry.*permission denied/)
+  })
+})
+
 describe('isBalanceSheetAccount', () => {
  it('returns true for class 1 (assets)', () => {
    expect(isBalanceSheetAccount('1510')).toBe(true)
@@ -207,6 +207,7 @@ async function cleanupStaleImportRecords(
    .eq('company_id', companyId)
    .eq('file_hash', fileHash)
    .in('status', ['pending', 'failed'])
+    .lt('created_at', oneHourAgo)
 }

 /**
@@ -458,6 +459,36 @@ async function createOpeningBalanceEntry(
  return entry.id
 }

+/**
+ * Link an opening-balance journal entry to its fiscal period so balance-sheet
+ * reports use the explicit IB path in getOpeningBalances() (reads only that
+ * entry's lines for IB) instead of falling through to summing all prior
+ * journal lines — which inflates multi-year imports, because each year's IB
+ * is double-counted against the prior year's UB.
+ *
+ * Mirrors the pattern used by the Excel-based OB import at
+ * app/api/import/opening-balance/execute/route.ts:224-231.
+ */
+export async function linkOpeningBalanceEntryToPeriod(
+  supabase: SupabaseClient,
+  companyId: string,
+  fiscalPeriodId: string,
+  openingBalanceEntryId: string
+): Promise<void> {
+  const { error } = await supabase
+    .from('fiscal_periods')
+    .update({
+      opening_balance_entry_id: openingBalanceEntryId,
+      opening_balances_set: true,
+    })
+    .eq('id', fiscalPeriodId)
+    .eq('company_id', companyId)
+
+  if (error) {
+    throw new Error(`Failed to link opening balance entry to fiscal period: ${error.message}`)
+  }
+}
+
 /**
 * Create journal entries from vouchers using batch insert for performance.
 *
@@ -1636,6 +1667,13 @@ export async function executeSIEImport(
          if (result.openingBalanceEntryId) {
            result.journalEntriesCreated++
            result.journalEntryIds.push(result.openingBalanceEntryId)
+
+            await linkOpeningBalanceEntryToPeriod(
+              supabase,
+              companyId,
+              result.fiscalPeriodId,
+              result.openingBalanceEntryId
+            )
          }
        }
      }
@@ -0,0 +1,36 @@
+-- Backfill fiscal_periods.opening_balance_entry_id for periods where a SIE
+-- import created an opening-balance journal entry but never linked it back to
+-- the period. Without the link, getOpeningBalances falls through to summing
+-- all prior journal-entry lines before period_start, which double-counts each
+-- year's IB against the prior year's UB and inflates balance-sheet accounts
+-- in proportion to the number of years imported.
+--
+-- Safe to re-run: only periods with NULL opening_balance_entry_id are updated.
+-- The enforce_opening_balance_immutability trigger (migration 019) only fires
+-- when OLD.opening_balance_entry_id IS NOT NULL, so this UPDATE is permitted.
+--
+-- Periods with more than one posted opening-balance entry (should not happen
+-- because checkDuplicatePeriodImport rejects overlapping imports, but a failed
+-- partial import could theoretically produce this) are intentionally skipped
+-- so the correct entry can be chosen manually rather than linked arbitrarily.
+
+UPDATE public.fiscal_periods fp
+SET
+  opening_balance_entry_id = (
+    SELECT je.id
+    FROM public.journal_entries je
+    WHERE je.fiscal_period_id = fp.id
+      AND je.company_id = fp.company_id
+      AND je.source_type = 'opening_balance'
+      AND je.status = 'posted'
+    LIMIT 1
+  ),
+  opening_balances_set = true
+WHERE fp.opening_balance_entry_id IS NULL
+  AND (
+    SELECT COUNT(*) FROM public.journal_entries je
+    WHERE je.fiscal_period_id = fp.id
+      AND je.company_id = fp.company_id
+      AND je.source_type = 'opening_balance'
+      AND je.status = 'posted'
+  ) = 1;