Mattsson
04dbb31d7e
* feat: implement salary module with personnummer encryption, salary entries, tax tables, and AGI tracking - Added personnummer encryption and decryption functions for secure storage. - Created salary entries handling for journal entries including gross salary, tax withholding, and employer contributions. - Implemented tax table lookup functionality for calculating tax amounts based on monthly income. - Developed SQL migration for salary module including tables for payroll configuration, tax rates, employees, salary runs, salary run employees, salary line items, and AGI declarations. - Established row-level security policies for all new tables to ensure company-scoped access. * feat: add salary calculation modules for 2026 - Implemented engångsskatt calculation for one-time payments with tax brackets. - Added löneväxling functionality for salary sacrifice to pension, including employer savings and warnings. - Created pain.001 generator for salary batch payments in compliance with Swedish banking standards. - Developed PDF template for payslips, including detailed breakdowns and employer costs. - Generated seed data for Swedish tax tables for 2026, including SQL insert statements. - Implemented traktamente calculations for per diem and mileage allowances, adhering to Skatteverket regulations. - Added seed script for populating tax tables in the database. * feat: Update meal reduction percentages in traktamente calculation fix: Remove obsolete seed script for 2026 tax tables feat: Extend SalaryRunStatus type to include 'corrected' status feat: Implement KU10 XML generation endpoint for annual employee income statements feat: Add endpoint for creating corrections to booked salary runs feat: Implement endpoint for sending payslip PDFs to employees feat: Create KU10 XML generator for annual reporting feat: Add salary transaction matcher for auto-linking bank transactions to salary entries chore: Add database migration for salary correction support * feat: replace select elements with custom Select component for employment and salary types * feat: enhance salary calculations with pension entry and avgifter category support
539 lines
21 KiB
PL/PgSQL
539 lines
21 KiB
PL/PgSQL
-- =============================================================================
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-- Salary Module (Lönehantering)
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-- =============================================================================
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--
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-- Comprehensive payroll module for Swedish AB companies:
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-- - Employee register with personnummer encryption
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-- - Salary runs with multi-step workflow
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-- - Per-employee calculation results and line items
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-- - Tax table reference data
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-- - Annual payroll configuration (statutory rates)
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-- - AGI declaration tracking
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--
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-- All tables are company-scoped with RLS via user_company_ids().
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-- Soft-delete only for employees (BFL 7 kap, 7-year retention).
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-- =============================================================================
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-- 1. salary_payroll_config — Year-specific statutory rates (system table)
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-- =============================================================================
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CREATE TABLE public.salary_payroll_config (
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id uuid PRIMARY KEY DEFAULT uuid_generate_v4(),
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config_year integer NOT NULL UNIQUE,
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-- Arbetsgivaravgifter breakdown
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avgifter_total numeric NOT NULL,
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avgifter_alderspension numeric NOT NULL,
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avgifter_sjukforsakring numeric NOT NULL,
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avgifter_foraldraforsakring numeric NOT NULL,
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avgifter_efterlevandepension numeric NOT NULL,
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avgifter_arbetsmarknad numeric NOT NULL,
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avgifter_arbetsskada numeric NOT NULL,
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avgifter_allman_loneavgift numeric NOT NULL,
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avgifter_reduced_65plus numeric NOT NULL,
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avgifter_youth_rate numeric,
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avgifter_youth_salary_cap numeric,
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avgifter_vaxa_stod_rate numeric,
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avgifter_vaxa_stod_cap numeric,
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avgifter_minimum_annual numeric NOT NULL,
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-- Egenavgifter for EF
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egenavgifter_total numeric NOT NULL,
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-- SLP on pensions
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slp_rate numeric NOT NULL,
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-- Thresholds
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prisbasbelopp numeric NOT NULL,
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inkomstbasbelopp numeric NOT NULL,
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max_pgi numeric NOT NULL,
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sgi_ceiling numeric NOT NULL,
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statlig_skatt_brytpunkt numeric NOT NULL,
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-- Traktamente
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traktamente_heldag numeric NOT NULL,
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traktamente_halvdag numeric NOT NULL,
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traktamente_natt numeric NOT NULL,
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-- Milersättning
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milersattning_egen_bil numeric NOT NULL,
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milersattning_formansbil_fossil numeric NOT NULL,
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milersattning_formansbil_el numeric NOT NULL,
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-- Benefits
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kostforman_heldag numeric NOT NULL,
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kostforman_lunch numeric NOT NULL,
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kostforman_frukost numeric NOT NULL,
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friskvard_cap numeric NOT NULL,
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bilforman_slr numeric NOT NULL,
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-- Sjuklön
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sjuklon_rate numeric NOT NULL DEFAULT 0.80,
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karensavdrag_factor numeric NOT NULL DEFAULT 0.20,
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max_karensavdrag_per_year integer NOT NULL DEFAULT 10,
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-- Age thresholds
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reduced_avgift_age integer NOT NULL,
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created_at timestamptz NOT NULL DEFAULT now()
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);
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ALTER TABLE public.salary_payroll_config ENABLE ROW LEVEL SECURITY;
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CREATE POLICY "payroll_config_select" ON public.salary_payroll_config
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FOR SELECT USING (auth.role() = 'authenticated');
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-- Seed 2026 values
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INSERT INTO public.salary_payroll_config (
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config_year,
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avgifter_total, avgifter_alderspension, avgifter_sjukforsakring,
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avgifter_foraldraforsakring, avgifter_efterlevandepension,
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avgifter_arbetsmarknad, avgifter_arbetsskada, avgifter_allman_loneavgift,
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avgifter_reduced_65plus, avgifter_youth_rate, avgifter_youth_salary_cap,
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avgifter_vaxa_stod_rate, avgifter_vaxa_stod_cap, avgifter_minimum_annual,
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egenavgifter_total, slp_rate,
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prisbasbelopp, inkomstbasbelopp, max_pgi, sgi_ceiling, statlig_skatt_brytpunkt,
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traktamente_heldag, traktamente_halvdag, traktamente_natt,
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milersattning_egen_bil, milersattning_formansbil_fossil, milersattning_formansbil_el,
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kostforman_heldag, kostforman_lunch, kostforman_frukost,
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friskvard_cap, bilforman_slr,
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sjuklon_rate, karensavdrag_factor, max_karensavdrag_per_year,
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reduced_avgift_age
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) VALUES (
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2026,
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0.3142, 0.1021, 0.0355,
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0.0200, 0.0030,
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0.0264, 0.0010, 0.1262,
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0.1021, 0.2081, 25000,
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0.1021, 35000, 1000,
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0.2897, 0.2426,
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59200, 83400, 625500, 592000, 660400,
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300, 150, 150,
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25, 12, 9.50,
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310, 124, 62,
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5000, 0.0255,
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0.80, 0.20, 10,
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67
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);
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-- =============================================================================
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-- 2. tax_table_rates — Skatteverket annual tax tables (system table)
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-- =============================================================================
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CREATE TABLE public.tax_table_rates (
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id uuid PRIMARY KEY DEFAULT uuid_generate_v4(),
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table_year integer NOT NULL,
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table_number integer NOT NULL,
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column_number integer NOT NULL,
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income_from numeric NOT NULL,
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income_to numeric NOT NULL,
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tax_amount numeric NOT NULL,
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created_at timestamptz NOT NULL DEFAULT now(),
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UNIQUE (table_year, table_number, column_number, income_from)
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);
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ALTER TABLE public.tax_table_rates ENABLE ROW LEVEL SECURITY;
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CREATE POLICY "tax_tables_select" ON public.tax_table_rates
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FOR SELECT USING (auth.role() = 'authenticated');
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CREATE INDEX idx_tax_table_rates_lookup
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ON public.tax_table_rates (table_year, table_number, column_number, income_from);
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-- =============================================================================
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-- 3. employees — Company-scoped employee register
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-- =============================================================================
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CREATE TABLE public.employees (
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id uuid PRIMARY KEY DEFAULT uuid_generate_v4(),
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company_id uuid NOT NULL REFERENCES public.companies(id) ON DELETE CASCADE,
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user_id uuid NOT NULL REFERENCES auth.users(id) ON DELETE CASCADE,
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-- Identity
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first_name text NOT NULL,
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last_name text NOT NULL,
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personnummer text NOT NULL,
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personnummer_last4 text NOT NULL,
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-- Employment
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employment_type text NOT NULL DEFAULT 'employee'
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CHECK (employment_type IN ('employee', 'company_owner', 'board_member')),
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employment_start date NOT NULL,
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employment_end date,
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employment_degree numeric NOT NULL DEFAULT 100
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CHECK (employment_degree > 0 AND employment_degree <= 100),
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-- Salary
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salary_type text NOT NULL DEFAULT 'monthly'
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CHECK (salary_type IN ('monthly', 'hourly')),
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monthly_salary numeric,
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hourly_rate numeric,
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-- Tax
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tax_table_number integer,
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tax_column integer DEFAULT 1
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CHECK (tax_column BETWEEN 1 AND 6),
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tax_municipality text,
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jamkning_percentage numeric,
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jamkning_valid_from date,
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jamkning_valid_to date,
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is_sidoinkomst boolean NOT NULL DEFAULT false,
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-- F-skatt
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f_skatt_status text DEFAULT 'a_skatt'
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CHECK (f_skatt_status IN ('a_skatt', 'f_skatt', 'fa_skatt', 'not_verified')),
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f_skatt_verified_at date,
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-- Bank
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clearing_number text,
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bank_account_number text,
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-- Vacation
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vacation_rule text NOT NULL DEFAULT 'procentregeln'
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CHECK (vacation_rule IN ('procentregeln', 'sammaloneregeln')),
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vacation_days_per_year integer NOT NULL DEFAULT 25,
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vacation_days_saved integer NOT NULL DEFAULT 0,
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semestertillagg_rate numeric NOT NULL DEFAULT 0.0043,
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-- Contact
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email text,
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phone text,
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address_line1 text,
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postal_code text,
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city text,
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-- AGI
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specification_number integer,
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-- Växa-stöd
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vaxa_stod_eligible boolean NOT NULL DEFAULT false,
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vaxa_stod_start date,
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vaxa_stod_end date,
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is_active boolean NOT NULL DEFAULT true,
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created_at timestamptz NOT NULL DEFAULT now(),
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updated_at timestamptz NOT NULL DEFAULT now(),
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UNIQUE (company_id, personnummer)
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);
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ALTER TABLE public.employees ENABLE ROW LEVEL SECURITY;
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CREATE POLICY "employees_select" ON public.employees
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FOR SELECT USING (company_id IN (SELECT public.user_company_ids()));
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CREATE POLICY "employees_insert" ON public.employees
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FOR INSERT WITH CHECK (company_id IN (SELECT public.user_company_ids()));
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CREATE POLICY "employees_update" ON public.employees
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FOR UPDATE USING (company_id IN (SELECT public.user_company_ids()));
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CREATE POLICY "employees_delete" ON public.employees
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FOR DELETE USING (company_id IN (SELECT public.user_company_ids()));
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CREATE INDEX idx_employees_company ON public.employees (company_id);
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CREATE INDEX idx_employees_active ON public.employees (company_id, is_active) WHERE is_active = true;
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CREATE TRIGGER employees_updated_at
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BEFORE UPDATE ON public.employees
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FOR EACH ROW EXECUTE FUNCTION public.update_updated_at_column();
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-- =============================================================================
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-- 4. salary_runs — Monthly salary batch container
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-- =============================================================================
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CREATE TABLE public.salary_runs (
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id uuid PRIMARY KEY DEFAULT uuid_generate_v4(),
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company_id uuid NOT NULL REFERENCES public.companies(id) ON DELETE CASCADE,
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user_id uuid NOT NULL REFERENCES auth.users(id) ON DELETE CASCADE,
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period_year integer NOT NULL,
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period_month integer NOT NULL CHECK (period_month BETWEEN 1 AND 12),
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payment_date date NOT NULL,
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status text NOT NULL DEFAULT 'draft'
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CHECK (status IN ('draft', 'review', 'approved', 'paid', 'booked')),
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voucher_series text NOT NULL DEFAULT 'A'
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CHECK (voucher_series ~ '^[A-Z]$'),
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-- Denormalized totals
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total_gross numeric NOT NULL DEFAULT 0,
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total_tax numeric NOT NULL DEFAULT 0,
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total_net numeric NOT NULL DEFAULT 0,
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total_avgifter numeric NOT NULL DEFAULT 0,
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total_vacation_accrual numeric NOT NULL DEFAULT 0,
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total_employer_cost numeric NOT NULL DEFAULT 0,
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-- Journal entry refs
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salary_entry_id uuid REFERENCES public.journal_entries(id),
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avgifter_entry_id uuid REFERENCES public.journal_entries(id),
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vacation_entry_id uuid REFERENCES public.journal_entries(id),
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-- AGI tracking
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agi_generated_at timestamptz,
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agi_submitted_at timestamptz,
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-- Calculation parameters snapshot
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calculation_params jsonb,
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-- Audit
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approved_by uuid REFERENCES auth.users(id),
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approved_at timestamptz,
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paid_at timestamptz,
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booked_at timestamptz,
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booked_by uuid REFERENCES auth.users(id),
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notes text,
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created_at timestamptz NOT NULL DEFAULT now(),
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updated_at timestamptz NOT NULL DEFAULT now(),
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UNIQUE (company_id, period_year, period_month)
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);
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ALTER TABLE public.salary_runs ENABLE ROW LEVEL SECURITY;
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CREATE POLICY "salary_runs_select" ON public.salary_runs
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FOR SELECT USING (company_id IN (SELECT public.user_company_ids()));
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CREATE POLICY "salary_runs_insert" ON public.salary_runs
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FOR INSERT WITH CHECK (company_id IN (SELECT public.user_company_ids()));
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CREATE POLICY "salary_runs_update" ON public.salary_runs
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FOR UPDATE USING (company_id IN (SELECT public.user_company_ids()));
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CREATE POLICY "salary_runs_delete" ON public.salary_runs
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FOR DELETE USING (company_id IN (SELECT public.user_company_ids()));
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CREATE INDEX idx_salary_runs_company ON public.salary_runs (company_id);
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CREATE INDEX idx_salary_runs_period ON public.salary_runs (company_id, period_year, period_month);
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CREATE INDEX idx_salary_runs_status ON public.salary_runs (status);
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CREATE TRIGGER salary_runs_updated_at
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BEFORE UPDATE ON public.salary_runs
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FOR EACH ROW EXECUTE FUNCTION public.update_updated_at_column();
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-- =============================================================================
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-- 5. salary_run_employees — Per-employee calculation results
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-- =============================================================================
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CREATE TABLE public.salary_run_employees (
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id uuid PRIMARY KEY DEFAULT uuid_generate_v4(),
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salary_run_id uuid NOT NULL REFERENCES public.salary_runs(id) ON DELETE CASCADE,
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employee_id uuid NOT NULL REFERENCES public.employees(id) ON DELETE RESTRICT,
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company_id uuid NOT NULL REFERENCES public.companies(id) ON DELETE CASCADE,
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-- Snapshots
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employment_degree numeric NOT NULL,
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monthly_salary numeric NOT NULL,
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salary_type text NOT NULL,
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hours_worked numeric,
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-- Calculation results
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gross_salary numeric NOT NULL DEFAULT 0,
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gross_deductions numeric NOT NULL DEFAULT 0,
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benefit_values numeric NOT NULL DEFAULT 0,
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taxable_income numeric NOT NULL DEFAULT 0,
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tax_withheld numeric NOT NULL DEFAULT 0,
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net_deductions numeric NOT NULL DEFAULT 0,
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net_salary numeric NOT NULL DEFAULT 0,
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-- Employer contributions
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avgifter_rate numeric NOT NULL DEFAULT 0.3142,
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avgifter_amount numeric NOT NULL DEFAULT 0,
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avgifter_basis numeric NOT NULL DEFAULT 0,
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-- Vacation
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vacation_accrual numeric NOT NULL DEFAULT 0,
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vacation_accrual_avgifter numeric NOT NULL DEFAULT 0,
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-- Tax snapshot
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tax_table_number integer,
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tax_column integer,
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tax_table_year integer,
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-- Absence summary
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sick_days numeric NOT NULL DEFAULT 0,
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vab_days numeric NOT NULL DEFAULT 0,
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parental_days numeric NOT NULL DEFAULT 0,
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vacation_days_taken numeric NOT NULL DEFAULT 0,
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-- Calculation breakdown
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calculation_breakdown jsonb,
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-- YTD tracking
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ytd_gross numeric NOT NULL DEFAULT 0,
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ytd_tax numeric NOT NULL DEFAULT 0,
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ytd_net numeric NOT NULL DEFAULT 0,
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created_at timestamptz NOT NULL DEFAULT now(),
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updated_at timestamptz NOT NULL DEFAULT now(),
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UNIQUE (salary_run_id, employee_id)
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);
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ALTER TABLE public.salary_run_employees ENABLE ROW LEVEL SECURITY;
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CREATE POLICY "sre_select" ON public.salary_run_employees
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FOR SELECT USING (company_id IN (SELECT public.user_company_ids()));
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CREATE POLICY "sre_insert" ON public.salary_run_employees
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FOR INSERT WITH CHECK (company_id IN (SELECT public.user_company_ids()));
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CREATE POLICY "sre_update" ON public.salary_run_employees
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FOR UPDATE USING (company_id IN (SELECT public.user_company_ids()));
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CREATE POLICY "sre_delete" ON public.salary_run_employees
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FOR DELETE USING (company_id IN (SELECT public.user_company_ids()));
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CREATE INDEX idx_sre_salary_run ON public.salary_run_employees (salary_run_id);
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CREATE INDEX idx_sre_employee ON public.salary_run_employees (employee_id);
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CREATE INDEX idx_sre_company ON public.salary_run_employees (company_id);
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CREATE TRIGGER sre_updated_at
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BEFORE UPDATE ON public.salary_run_employees
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FOR EACH ROW EXECUTE FUNCTION public.update_updated_at_column();
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-- =============================================================================
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-- 6. salary_line_items — Individual pay slip line items
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-- =============================================================================
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CREATE TABLE public.salary_line_items (
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id uuid PRIMARY KEY DEFAULT uuid_generate_v4(),
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salary_run_employee_id uuid NOT NULL REFERENCES public.salary_run_employees(id) ON DELETE CASCADE,
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company_id uuid NOT NULL REFERENCES public.companies(id) ON DELETE CASCADE,
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item_type text NOT NULL
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CHECK (item_type IN (
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'monthly_salary', 'hourly_salary', 'overtime', 'bonus', 'commission',
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'gross_deduction_pension', 'gross_deduction_other',
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'benefit_car', 'benefit_housing', 'benefit_meals', 'benefit_wellness', 'benefit_other',
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'sick_karens', 'sick_day2_14', 'sick_day15_plus',
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'vab', 'parental_leave', 'vacation',
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'traktamente_taxfree', 'traktamente_taxable',
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'mileage_taxfree', 'mileage_taxable',
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'net_deduction_advance', 'net_deduction_union', 'net_deduction_benefit_payment',
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'net_deduction_other',
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'correction', 'other'
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)),
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description text NOT NULL,
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quantity numeric,
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unit_price numeric,
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amount numeric NOT NULL,
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-- Compliance flags
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is_taxable boolean NOT NULL DEFAULT true,
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is_avgift_basis boolean NOT NULL DEFAULT true,
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is_vacation_basis boolean NOT NULL DEFAULT true,
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is_gross_deduction boolean NOT NULL DEFAULT false,
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is_net_deduction boolean NOT NULL DEFAULT false,
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-- Account mapping
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account_number text,
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sort_order integer NOT NULL DEFAULT 0,
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created_at timestamptz NOT NULL DEFAULT now(),
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updated_at timestamptz NOT NULL DEFAULT now()
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);
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ALTER TABLE public.salary_line_items ENABLE ROW LEVEL SECURITY;
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CREATE POLICY "sli_select" ON public.salary_line_items
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FOR SELECT USING (company_id IN (SELECT public.user_company_ids()));
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CREATE POLICY "sli_insert" ON public.salary_line_items
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FOR INSERT WITH CHECK (company_id IN (SELECT public.user_company_ids()));
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CREATE POLICY "sli_update" ON public.salary_line_items
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FOR UPDATE USING (company_id IN (SELECT public.user_company_ids()));
|
|
|
|
CREATE POLICY "sli_delete" ON public.salary_line_items
|
|
FOR DELETE USING (company_id IN (SELECT public.user_company_ids()));
|
|
|
|
CREATE INDEX idx_sli_sre ON public.salary_line_items (salary_run_employee_id);
|
|
CREATE INDEX idx_sli_company ON public.salary_line_items (company_id);
|
|
|
|
CREATE TRIGGER sli_updated_at
|
|
BEFORE UPDATE ON public.salary_line_items
|
|
FOR EACH ROW EXECUTE FUNCTION public.update_updated_at_column();
|
|
|
|
-- =============================================================================
|
|
-- 7. agi_declarations — AGI filing tracking
|
|
-- =============================================================================
|
|
|
|
CREATE TABLE public.agi_declarations (
|
|
id uuid PRIMARY KEY DEFAULT uuid_generate_v4(),
|
|
company_id uuid NOT NULL REFERENCES public.companies(id) ON DELETE CASCADE,
|
|
user_id uuid NOT NULL REFERENCES auth.users(id) ON DELETE CASCADE,
|
|
salary_run_id uuid REFERENCES public.salary_runs(id),
|
|
|
|
period_year integer NOT NULL,
|
|
period_month integer NOT NULL,
|
|
xml_content text NOT NULL,
|
|
status text NOT NULL DEFAULT 'generated'
|
|
CHECK (status IN ('generated', 'exported', 'submitted', 'accepted', 'rejected')),
|
|
|
|
individuppgifter jsonb NOT NULL,
|
|
|
|
total_gross numeric NOT NULL DEFAULT 0,
|
|
total_tax numeric NOT NULL DEFAULT 0,
|
|
total_avgifter_basis numeric NOT NULL DEFAULT 0,
|
|
total_avgifter numeric NOT NULL DEFAULT 0,
|
|
employee_count integer NOT NULL DEFAULT 0,
|
|
|
|
kvittensnummer text,
|
|
submitted_at timestamptz,
|
|
submitted_by uuid REFERENCES auth.users(id),
|
|
response_data jsonb,
|
|
|
|
is_correction boolean NOT NULL DEFAULT false,
|
|
corrects_agi_id uuid REFERENCES public.agi_declarations(id),
|
|
|
|
created_at timestamptz NOT NULL DEFAULT now(),
|
|
updated_at timestamptz NOT NULL DEFAULT now(),
|
|
|
|
UNIQUE (company_id, period_year, period_month)
|
|
);
|
|
|
|
ALTER TABLE public.agi_declarations ENABLE ROW LEVEL SECURITY;
|
|
|
|
CREATE POLICY "agi_select" ON public.agi_declarations
|
|
FOR SELECT USING (company_id IN (SELECT public.user_company_ids()));
|
|
|
|
CREATE POLICY "agi_insert" ON public.agi_declarations
|
|
FOR INSERT WITH CHECK (company_id IN (SELECT public.user_company_ids()));
|
|
|
|
CREATE POLICY "agi_update" ON public.agi_declarations
|
|
FOR UPDATE USING (company_id IN (SELECT public.user_company_ids()));
|
|
|
|
CREATE INDEX idx_agi_company ON public.agi_declarations (company_id);
|
|
CREATE INDEX idx_agi_period ON public.agi_declarations (company_id, period_year, period_month);
|
|
|
|
CREATE TRIGGER agi_updated_at
|
|
BEFORE UPDATE ON public.agi_declarations
|
|
FOR EACH ROW EXECUTE FUNCTION public.update_updated_at_column();
|
|
|
|
-- =============================================================================
|
|
-- Auto-assign specification_number for AGI FK570
|
|
-- =============================================================================
|
|
|
|
CREATE OR REPLACE FUNCTION public.assign_specification_number()
|
|
RETURNS TRIGGER AS $$
|
|
BEGIN
|
|
IF NEW.specification_number IS NULL THEN
|
|
SELECT COALESCE(MAX(specification_number), 0) + 1
|
|
INTO NEW.specification_number
|
|
FROM public.employees
|
|
WHERE company_id = NEW.company_id;
|
|
END IF;
|
|
RETURN NEW;
|
|
END;
|
|
$$ LANGUAGE plpgsql;
|
|
|
|
CREATE TRIGGER employees_assign_spec_number
|
|
BEFORE INSERT ON public.employees
|
|
FOR EACH ROW EXECUTE FUNCTION public.assign_specification_number();
|
|
|
|
-- Schema reload for PostgREST
|
|
NOTIFY pgrst, 'reload schema';
|