3 people cc18e9d530 fix(bookkeeping): let a backfilled first räkenskapsår start mid-month (#2237) (#2242) ...

* fix(bookkeeping): let a backfilled first räkenskapsår start mid-month (#2237)

POST /api/bookkeeping/fiscal-periods decided "first period" as "no period
exists at all", so a company that imported 2024+ from Fortnox and then
created its actual first year by hand (2022-07-22, the registration date)
was refused with the 1st-of-month error, while the DB trigger
enforce_first_of_month_for_subsequent_periods would have accepted the row.

The route now mirrors the trigger: first = no existing period starts
earlier. The 1st-of-month rule (BFL 3 kap. 1 §) keeps binding subsequent
years, and its message now says which years it binds and why instead of
only refusing.

Tests: prepend with a mid-month start passes; a mid-month start for a
non-earliest period is still a 400 that names the rule.

Closes #2237

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01VnConrmMCxJRQ5kfiPPWyy

* chore: carry the DECISIONS.md line for this PR in #2247 instead (append-only log conflicts on every merge)

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>

2026-09-03 18:41:14 +02:00

..

account-backfill.test.ts

style: remove em/en dashes repo-wide, add CLAUDE.md rule against them (#890)

2026-07-04 15:58:06 +02:00

account-classifier.test.ts

style: remove em/en dashes repo-wide, add CLAUDE.md rule against them (#890)

2026-07-04 15:58:06 +02:00

account-descriptions.test.ts

fix(bookkeeping): remove false 1580 tax-receivable label, let company account names win (#1968)

2026-08-26 23:11:05 +02:00

account-override.test.ts

feat(mcp): book on custom accounts via account_override; fix kontoplan settings link (#1608)

2026-08-14 01:24:48 +02:00

account-search.test.ts

fix(bokforing): account search results in the booking dialog search field (#1877) (#1889)

2026-08-25 13:30:03 +02:00

account-validation.test.ts

style: remove em/en dashes repo-wide, add CLAUDE.md rule against them (#890)

2026-07-04 15:58:06 +02:00

actor-context.test.ts

feat(bookkeeping): agent attribution into the immutable ledger layer (P0-1) (#678)

2026-06-06 10:05:48 +02:00

bas-account-numbers.test.ts

perf(bundle): drop the BAS chart and the Node crypto polyfill from the shared client baseline (#1942)

2026-08-26 15:07:49 +02:00

bas-catalog-client.test.ts

fix(inbox): surface full BAS catalog in BookDirectlyDialog account picker (#1543)

2026-08-13 00:55:33 +02:00

bas-ef-equity-accounts.test.ts

fix(bookkeeping): drop non-standard account 2012, book EF F-skatt on 2013 (#1409) (#1489)

2026-08-10 14:04:08 +02:00

bas-reference.test.ts

fix(assets): block Ej K2 accounts for K2 companies and fix immaterial defaults (#1422)

2026-08-06 10:04:58 +02:00

booking-mode.test.ts

fix(supplier-invoices): reverse credit notes on paid kontantmetoden invoices (#1430)

2026-08-06 12:06:00 +02:00

booking-templates.test.ts

fix(bokforing): account search results in the booking dialog search field (#1877) (#1889)

2026-08-25 13:30:03 +02:00

cancel-orphaned-entry.test.ts

fix: unignore transactions during categorization (#1683)

2026-08-19 11:00:02 +02:00

cash-account-voucher-series.test.ts

feat(bookkeeping): verifikationsserie per bankkonto for bank-transaction bookings (#2160)

2026-09-02 15:25:34 +02:00

category-mapping.test.ts

fix(mcp): vat_amount in transaction currency + nullable matched_supplier_id (#1842)

2026-08-24 14:43:52 +02:00

charset-repair.test.ts

fix(import): guard against CP437-as-CP1252 mojibake entering via pre-decoded SIE text (#1569)

2026-08-13 15:14:23 +02:00

commit-actor.pg.test.ts

style: remove em/en dashes repo-wide, add CLAUDE.md rule against them (#890)

2026-07-04 15:58:06 +02:00

correction-line-account.test.ts

Fix/build (#1041)

2026-07-17 00:52:57 +02:00

counterparty-templates.test.ts

fix(bookkeeping): book a negative line-pattern rounding diff on 3740 opposite the business side (#1898) (#1994)

2026-08-27 22:23:52 +02:00

create-account-prefill.test.ts

Fix/bank sync bas (#1284)

2026-07-29 13:28:51 +02:00

currency-revaluation.test.ts

feat(invoices): offert (quote) document type with own OF-series, decisions, conversion, MCP and v1 (#2163)

2026-09-02 22:40:25 +02:00

currency-utils.test.ts

fix: similar-sweep currency remediation, security hardening and v1 API fixes (#1215)

2026-07-27 03:34:56 +02:00

delete-last-voucher.pg.test.ts

style: remove em/en dashes repo-wide, add CLAUDE.md rule against them (#890)

2026-07-04 15:58:06 +02:00

dimension-resolver.test.ts

style: remove em/en dashes repo-wide, add CLAUDE.md rule against them (#890)

2026-07-04 15:58:06 +02:00

dimension-rules.test.ts

feat(dimensions): PR10 advanced — custom dimensions, hierarchy, account rules, commit enforcement (#886)

2026-07-03 16:50:28 +02:00

engine-dimension-validation.test.ts

fix(accruals): carry origin dimensions onto dissolution entries (#1419)

2026-08-06 10:04:20 +02:00

engine.pg.test.ts

fix(db): enforce balance check on directly inserted posted journal entries (v2) (#1439)

2026-08-06 23:00:05 +02:00

engine.test.ts

feat(reconciliation): match one bank event to several verifikationer (1:N) (#1553) (#2029)

2026-08-30 11:56:15 +02:00

entry-lines.test.ts

fix(reports): stop driving report queries from the unfiltered journal_entry_lines side (#971)

2026-07-10 11:03:28 +02:00

errors.test.ts

style: remove em/en dashes repo-wide, add CLAUDE.md rule against them (#890)

2026-07-04 15:58:06 +02:00

fiscal-period-warnings.test.ts

fix: similar-sweep currency remediation, security hardening and v1 API fixes (#1215)

2026-07-27 03:34:56 +02:00

fiscal-year-gaps.test.ts

feat(reconciliation,bokslut): underlag on a balansdag + persisted closing checklist (Reko bilagor, PR 2 + PR 3) (#1873)

2026-08-25 09:34:05 +02:00

fx-line-slot.test.ts

fix: similar-sweep currency remediation, security hardening and v1 API fixes (#1215)

2026-07-27 03:34:56 +02:00

invoice-accrual-booking.test.ts

Add/bokslut (#718)

2026-06-12 16:35:30 +02:00

invoice-entries.test.ts

feat(invoices): per-line percentage discount and separate fakturamarkning (#2084)

2026-08-31 15:34:06 +02:00

invoice-payment-lines.test.ts

fix: similar-sweep currency remediation, security hardening and v1 API fixes (#1215)

2026-07-27 03:34:56 +02:00

journal-entry-notes-immutability.pg.test.ts

style: remove em/en dashes repo-wide, add CLAUDE.md rule against them (#890)

2026-07-04 15:58:06 +02:00

mapping-engine-transfer-guard.test.ts

fix(cash-accounts): never propose or accept an orphaned twin ledger as counter-account; match and re-point across sibling ledgers (#1643) (#2010)

2026-08-29 00:26:47 +02:00

mapping-engine.test.ts

fix(mcp,bookkeeping): FX-safe mapping-rule VAT + honest nullable output schemas (#1846)

2026-08-24 15:14:21 +02:00

no-doc-required.test.ts

feat(bookkeeping): Ny verifikat modal, ledger-style list, SIE no-underlag exemptions (#698)

2026-06-08 20:41:30 +02:00

opening-balance-replacement.pg.test.ts

fix(db): enforce balance check on directly inserted posted journal entries (v2) (#1439)

2026-08-06 23:00:05 +02:00

opening-balance-replacement.test.ts

fix: make out-of-order SIE opening balances atomic (#1334)

2026-08-02 20:39:29 +02:00

own-account-detector.test.ts

fix(cash-accounts): never propose or accept an orphaned twin ledger as counter-account; match and re-point across sibling ledgers (#1643) (#2010)

2026-08-29 00:26:47 +02:00

payment-sync.test.ts

fix(invoices): ROT/RUT kontantmetoden invoices could not be marked paid (#2040)

2026-08-30 15:12:37 +02:00

proposal-lines.test.ts

fix(bookkeeping): book a negative line-pattern rounding diff on 3740 opposite the business side (#1898) (#1994)

2026-08-27 22:23:52 +02:00

propose-payment-lines.test.ts

fix(invoices): settle öresavrundning in batch match and close stuck partially_paid invoices (#1829)

2026-08-24 13:19:32 +02:00

propose-send-lines.test.ts

Fix/articles (#1216)

2026-07-27 03:54:42 +02:00

reminder-fee-entries.test.ts

style: remove em/en dashes repo-wide, add CLAUDE.md rule against them (#890)

2026-07-04 15:58:06 +02:00

settlement-account.test.ts

fix(bookkeeping): settle unbound transactions on the company's single enabled cash account (#1831)

2026-08-24 13:26:08 +02:00

slp-lines.test.ts

feat(supplier-invoices): sarskild loneskatt (SLP) pair on pension premium lines (#1534)

2026-08-12 20:52:47 +02:00

source-type-constraint.pg.test.ts

feat(mcp): agent-native API sprint — quick wins (items 8/10/38/39/50) (#505)

2026-05-16 11:42:47 +02:00

suggest-fiscal-period.test.ts

style: remove em/en dashes repo-wide, add CLAUDE.md rule against them (#890)

2026-07-04 15:58:06 +02:00

supplier-invoice-entries.test.ts

feat(supplier-invoices): sarskild loneskatt (SLP) pair on pension premium lines (#1534)

2026-08-12 20:52:47 +02:00

supplier-payment-lines.test.ts

style: remove em/en dashes repo-wide, add CLAUDE.md rule against them (#890)

2026-07-04 15:58:06 +02:00

template-accounts-exist.test.ts

fix(bookkeeping): three static templates named accounts that break or mis-book (#1397)

2026-08-03 22:55:54 +02:00

template-embeddings.test.ts

chore: repo-wide bloat sweep, remove dead code and fold duplicate helpers (#2150)

2026-09-02 11:51:16 +02:00

template-library.test.ts

test(bookkeeping): use hotel account in VAT fixture (#1587)

2026-08-13 15:54:31 +02:00

template-source-type.test.ts

Fix/attributes config (#926)

2026-07-08 09:54:46 +02:00

transaction-entries.test.ts

feat(bookkeeping): verifikationsserie per bankkonto for bank-transaction bookings (#2160)

2026-09-02 15:25:34 +02:00

update-draft-entry.test.ts

style: remove em/en dashes repo-wide, add CLAUDE.md rule against them (#890)

2026-07-04 15:58:06 +02:00

validate-period-duration.test.ts

fix(bookkeeping): let a backfilled first räkenskapsår start mid-month (#2237) (#2242)

2026-09-03 18:41:14 +02:00

vat-entries.test.ts

style: remove em/en dashes repo-wide, add CLAUDE.md rule against them (#890)

2026-07-04 15:58:06 +02:00

voucher-atomicity.test.ts

style: remove em/en dashes repo-wide, add CLAUDE.md rule against them (#890)

2026-07-04 15:58:06 +02:00

voucher-series-defaults.pg.test.ts

style: remove em/en dashes repo-wide, add CLAUDE.md rule against them (#890)

2026-07-04 15:58:06 +02:00

voucher-series-resolver.test.ts

feat(bookkeeping): verifikationsserie dropdown, wider Ny verifikat modal, balancing amount on focus (#2120)

2026-09-01 20:05:36 +02:00