MattssonandClaude Opus 4.8
bacc5914af
* feat(bookkeeping): per-account default VAT, oresavrundning momsfri Add a per-account "Standard moms" setting to the chart of accounts and use it to auto-fill the moms on a leverantorsfaktura-rad when that konto is picked. Oresavrundning (3740) ships as "Ingen moms", so a rounding line no longer inherits the 25 % rad-default and skews the moms. - chart_of_accounts.default_vat_rate (0/0.06/0.12/0.25, CHECK-constrained) - BEFORE INSERT trigger ships 3740 momsfri on every insert path; backfills existing 3740 rows - kontoplan editor: dead free-text momskod replaced with a Standard moms select - supplier-invoice rad auto-fills the rate from the konto default Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * feat(supplier-invoices): configurable start number for the ankomstnummer series Add a company_settings.next_arrival_number start floor so a company can continue its leverantorsfaktura numbering from a previous system (e.g. Fortnox) instead of restarting the ankomstnummer at 1. get_next_arrival_number now floors the series via GREATEST(MAX(arrival_number)+1, next_arrival_number), so the floor can never move the series backwards or collide with the (company_id, arrival_number) unique index. The RPC is hardened while rewritten: SET search_path to empty, schema-qualified refs, and an auth.uid() membership check matching generate_invoice_number. Includes the settings UI field, sv/en strings, migration, and pg-real coverage. The CompanySettings type and Zod schema field for this feature landed earlier in 1bf3b641 (swept into the per-account VAT commit). Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(dependabot): reduce open pull requests limit and group updates for better management --------- Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
55 lines
2.4 KiB
PL/PgSQL
55 lines
2.4 KiB
PL/PgSQL
-- Per-account default VAT rate ("Standard moms") on the chart of accounts.
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--
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-- Lets a company decide, once per konto, which moms-sats a booking line should
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-- default to when that konto is picked. The motivating case is oresavrundning
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-- (konto 3740, Ores- och kronutjamning): a rounding line must never carry moms,
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-- but the leverantorsfaktura-editor defaulted every rad to 25 %, so the moms and
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-- the rounding came out wrong. NULL keeps today's behaviour (no auto-fill);
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-- 0 = ingen moms. Stored as a decimal fraction to match how the app carries VAT
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-- rates everywhere else (0 / 0.06 / 0.12 / 0.25).
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ALTER TABLE public.chart_of_accounts
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ADD COLUMN IF NOT EXISTS default_vat_rate numeric;
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-- Constrain to the sats the app understands; NULL stays allowed (no default).
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ALTER TABLE public.chart_of_accounts
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DROP CONSTRAINT IF EXISTS chart_of_accounts_default_vat_rate_check;
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ALTER TABLE public.chart_of_accounts
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ADD CONSTRAINT chart_of_accounts_default_vat_rate_check
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CHECK (default_vat_rate IS NULL OR default_vat_rate IN (0, 0.06, 0.12, 0.25));
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COMMENT ON COLUMN public.chart_of_accounts.default_vat_rate IS
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'Per-account default VAT rate for booking lines (0/0.06/0.12/0.25). NULL = no default. Oresavrundning (3740) ships as 0 (momsfri).';
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-- Existing companies: mark oresavrundning (3740) as momsfri so it stops
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-- inheriting phantom moms. Only touches rows without an explicit value.
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UPDATE public.chart_of_accounts
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SET default_vat_rate = 0
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WHERE account_number = '3740' AND default_vat_rate IS NULL;
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-- New / imported / on-demand 3740 rows: ship momsfri too, whatever the insert
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-- path (company seed, SIE import, on-demand backfill, manual add). The chart
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-- seed function does not write a VAT column and 3740 is added on demand, so a
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-- BEFORE INSERT default is the one place that covers every path. Fires only
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-- when the caller left the rate unset, so an explicit choice always wins.
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CREATE OR REPLACE FUNCTION public.set_known_momsfri_default_vat_rate()
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RETURNS trigger
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LANGUAGE plpgsql
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SET search_path = public
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AS $$
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BEGIN
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IF NEW.default_vat_rate IS NULL AND NEW.account_number = '3740' THEN
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NEW.default_vat_rate := 0;
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END IF;
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RETURN NEW;
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END;
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$$;
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DROP TRIGGER IF EXISTS trg_chart_of_accounts_momsfri_default ON public.chart_of_accounts;
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CREATE TRIGGER trg_chart_of_accounts_momsfri_default
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BEFORE INSERT ON public.chart_of_accounts
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FOR EACH ROW
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EXECUTE FUNCTION public.set_known_momsfri_default_vat_rate();
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NOTIFY pgrst, 'reload schema';
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