Jakob Wennberg
4921d1da5e
* feat(import): import skattekontoutdrag files into the skattekonto pipeline Users can now upload the kontohändelse export from Skatteverket's skattekonto e-service (current CSV layout, verified against a real 2026-08 export, plus legacy .skv files) instead of needing the paid API connection. Parsed rows land in skattekonto_transactions as booked file_import rows and inherit the existing 1630 rules engine, bulk booking, match-to-verifikat and both UIs unchanged. - Core parser lib/import/skattekonto-file/ with strict detection (orgnr header + saldo markers, or two distinct SKV vocabulary terms plus row shape), sum-integrity check (opening + rows must equal closing) and a wrong-company guard against company_settings. - computeDedupKey moves to core (lib/skatteverket/skattekonto-dedup); the extension re-imports it. File rows hash-key; content-signature partitioning skips rows already booked (either key form) and promotes matching upcoming rows in place. - syncSkattekonto gains a takeover step: an id-keyed API row adopts a matching hash-keyed imported row in place, so journal links survive connecting the API after a file import. Upcoming rows can no longer clobber a booked row on hash collision. - New skattekonto_file_imports table (company-scoped file-hash dedup) plus source/file_import_id provenance columns on skattekonto_transactions. - /import gains a Skattekontoutdrag wizard (upload/preview/result, deep link ?mode=skattekonto); the bank-file flow detects skattekonto files and redirects instead of importing them as bank rows. - /skattekonto renders imported rows for unconnected companies (attn line + import CTA) instead of discarding them behind the StartCard. - Free for everyone: the local-data booking/match routes were already ungated; only API sync/saldo stay capability-gated. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(skattekonto): align the EF F-skatt rule with the 2012 -> 2013 decision 20260810120000 established that 2012 is not standard BAS and moved the booking templates to 2013 (owner taxes in an enskild firma are an eget uttag), but the skattekonto_rules seed still booked EF preliminarskatt against 2012. The file importer makes this rule fire for every EF F-skatt row, so bring it onto 2013 too. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(import): apply review findings on the skattekonto file import - Fix the takeover candidate comparator: the single-argument sort was an inconsistent relation and could adopt a stale upcoming row ahead of the booked file row in a 3+ candidate queue (regression test added), and page the candidate scan with fetchAllRows so a multi-year window is not silently capped at 1000 rows. - Fail parsing when a statement HAS saldo markers but not both readable balances: a file cut off before "Utgående saldo" previously skipped the sum check entirely. sum_valid stays null only for marker-less legacy files. - Count a promotion only when the UPDATE matched a row, so a concurrent sync cannot inflate promoted_count; log a failed finalize of the import record instead of discarding the error. - Migration (unshipped, edited in place): user_id is nullable with ON DELETE SET NULL so import records and their file-hash dedup survive user deletion, and the INSERT policy binds user_id to auth.uid() so a member cannot attribute an import to a colleague. pg tests cover both. - Make the upload drop zone keyboard-reachable (role, tabIndex, Enter/ Space) and give the six count-bearing strings ICU plural forms in both locales. Skipped with reasons on the PR: binding execute rows to file bytes and re-checking orgnr in execute (same client-trust model as the shipped bank-file execute; Zod + RLS scope writes to the caller's own company), a 404 test (the route has no not-found path), event-bus clearing in the route test (the route touches no events), and FK NOT VALID (new column referencing a brand-new empty table). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
15 lines
728 B
SQL
15 lines
728 B
SQL
-- Align skattekonto_rules with the 2012 -> 2013 EF account decision.
|
|
--
|
|
-- 20260810120000 established that account 2012 is not standard BAS (bas.se
|
|
-- BAS 2026 v2 has no 2012; owner taxes paid by an enskild firma are an eget
|
|
-- uttag on 2013 "Övriga egna uttag") and migrated booking_template_library
|
|
-- accordingly. The skattekonto_rules seed from 20260519100000 was missed:
|
|
-- its "Preliminär skatt" rule still books EF F-skatt against 2012. That rule
|
|
-- fires for every EF skattekonto booking (API-synced and file-imported), so
|
|
-- bring it onto 2013 too. Covers the NULL-company system row plus any
|
|
-- per-company clones.
|
|
|
|
UPDATE public.skattekonto_rules
|
|
SET counter_account_ef = '2013'
|
|
WHERE counter_account_ef = '2012';
|