9e0b89ee7e
* feat(settings): add option for company name position in invoice PDF * feat(migrations): add backfill for VAT account labels to correct bad seed data * feat(migrations): add backfill for VAT account labels to correct bad seed data * fix(ui): improve accessibility for company name position toggle in PDF settings * fix(bookkeeping): align BAS 2026 reference data with official PDF Reconciled lib/bookkeeping/bas-data/ against the BAS 2026 v1.1 official chart (1286 accounts). All real discrepancies fixed: - 2089 Fond för utvecklingsutgifter: k2_excluded → true - 8417 Räntekostnader för dold räntekompensation: k2_excluded → true - 1250, 1260 renamed to "(Fritt konto för Inventarier, verktyg och installationer)" — BAS 2026 freed these slots - Periodiseringsfond 2120-2139: added year suffixes (2120 = "...2020" etc.) and added 8 missing accounts (2121-2127, 2129) for years 2019, 2021-2027. Dropped phantom 2022/2024 prior-parser garbage. - 4075-4078: EUland → EU-land - 8411: förlagsoch → förlags- och Verified: 1282 of 1286 PDF accounts match exactly after edits (remaining 4 are PDF-parser artifacts, not real data). Build clean. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(migrations): backfill BAS 2026 account labels in chart_of_accounts Companion to the TS reference fix. Updates existing companies' rows where they still carry seed-data typos or generic names that don't match BAS 2026: - 4075-4078: EUland → EU-land (hyphenation) - 8411: förlagsoch → förlags- och (hyphenation) - 2120, 2130-2137, 2139: rename "Periodiseringsfond" (generic, no year) to the BAS 2026 canonical name with year suffix Defensive: every WHERE clause matches an EXACT current value. Rows that have been manually renamed by users — including those with a wrong year that may reference legacy fonds from an earlier BAS numbering cycle — are left untouched. No row is deleted. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat(migrations): fix wrong-year labels on Periodiseringsfond accounts Follow-up to 20260513140000. The first backfill only renamed accounts whose name was the generic "Periodiseringsfond" (no year). Many customers were seeded from an older BAS numbering cycle where 2126 = "2016", 2127 = "2017", etc. — BAS 2026 reuses those account numbers for years 2026/2027. This migration aligns the year tag with the BAS 2026 meaning of each account number across 2120-2127, 2129, 2130-2137, 2139. Only rows whose name still starts with "Periodiseringsfond" are touched — customers who renamed the account to something custom keep their name. Verified on staging: all 18 accounts now carry BAS 2026 canonical names. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(data): update account names and descriptions for clarity and consistency * fix(migrations): backfill account names for BAS 2026 freed accounts and refine Periodiseringsfond name matching --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
75 lines
3.2 KiB
PL/PgSQL
75 lines
3.2 KiB
PL/PgSQL
-- Backfill: align chart_of_accounts labels with BAS 2026 official chart.
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--
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-- Companion to the TS reference fix in lib/bookkeeping/bas-data/. The
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-- TS file is the source of truth for the kontoplan UI and lookups, but
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-- existing companies' chart_of_accounts rows were seeded with older /
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-- typo'd labels that this migration cleans up.
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--
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-- Safety: every WHERE clause matches an EXACT bad name string. Companies
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-- that have manually renamed an account are left alone. No row is deleted;
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-- this migration only updates account_name.
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BEGIN;
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-- 1. Hyphenation fix: 4075-4078 "EUland" -> "EU-land"
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UPDATE public.chart_of_accounts
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SET account_name = REPLACE(account_name, 'EUland', 'EU-land'),
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updated_at = now()
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WHERE account_number IN ('4075', '4076', '4077', '4078')
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AND account_name LIKE '%EUland%';
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-- 2. Hyphenation fix: 8411 "förlagsoch" -> "förlags- och"
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UPDATE public.chart_of_accounts
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SET account_name = REPLACE(account_name, 'förlagsoch', 'förlags- och'),
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updated_at = now()
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WHERE account_number = '8411'
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AND account_name LIKE '%förlagsoch%';
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-- 3. BAS 2026 freed accounts 1250/1260; rename to the free-account label.
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-- Exact-match guard on the old seeded name leaves any customer rename alone.
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UPDATE public.chart_of_accounts
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SET account_name = '(Fritt konto för Inventarier, verktyg och installationer)',
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updated_at = now()
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WHERE account_number = '1250'
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AND account_name = 'Inventarier och verktyg';
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UPDATE public.chart_of_accounts
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SET account_name = '(Fritt konto för Inventarier, verktyg och installationer)',
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updated_at = now()
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WHERE account_number = '1260'
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AND account_name = 'Datorer';
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-- 4. Periodiseringsfond name backfill.
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-- BAS 2026 uses deterministic year mapping for accounts 2120-2139:
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-- 2120 -> 2020, 2121 -> 2021, 2122 -> 2022, 2123 -> 2023,
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-- 2124 -> 2024, 2125 -> 2025, 2126 -> 2026, 2127 -> 2027,
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-- 2129 -> 2019,
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-- 213x -> same year as 212x with "– nr 2" suffix.
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--
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-- We only rename rows where the current name is the generic
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-- "Periodiseringsfond" (no year suffix at all). Rows that already
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-- carry a year — even a wrong one — are LEFT ALONE because they may
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-- refer to a legacy fond from a previous BAS numbering cycle that the
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-- user is intentionally tracking. The kontoplan UI lets users rename
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-- those manually.
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UPDATE public.chart_of_accounts
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SET account_name = CASE account_number
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WHEN '2120' THEN 'Periodiseringsfond 2020'
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WHEN '2130' THEN 'Periodiseringsfond 2020 – nr 2'
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WHEN '2131' THEN 'Periodiseringsfond 2021 – nr 2'
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WHEN '2132' THEN 'Periodiseringsfond 2022 – nr 2'
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WHEN '2133' THEN 'Periodiseringsfond 2023 – nr 2'
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WHEN '2134' THEN 'Periodiseringsfond 2024 – nr 2'
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WHEN '2135' THEN 'Periodiseringsfond 2025 – nr 2'
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WHEN '2136' THEN 'Periodiseringsfond 2026 – nr 2'
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WHEN '2137' THEN 'Periodiseringsfond 2027 – nr 2'
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WHEN '2139' THEN 'Periodiseringsfond 2019 – nr 2'
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END,
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updated_at = now()
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WHERE account_number IN ('2120','2130','2131','2132','2133','2134','2135','2136','2137','2139')
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AND account_name = 'Periodiseringsfond';
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COMMIT;
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NOTIFY pgrst, 'reload schema';
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