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authorAnders Betts <anders.betts@gmail.com>2026-09-19 21:10:54 +0200
committerAnders Betts <anders.betts@gmail.com>2026-09-19 21:10:54 +0200
commitbeb52c4a2ca23f29dc992e145810a47241c7d43b (patch)
treeb8fff8dce1cb01d42a1783040d7270558831bd2e /docs/PROTOCOL.md
parent77c298b3b64f2493e509734df0084068ad24441f (diff)
downloadbokf-beb52c4a2ca23f29dc992e145810a47241c7d43b.tar.gz
bokf-beb52c4a2ca23f29dc992e145810a47241c7d43b.zip
årsredovisning: Information om året per räkenskapsår (schema v6)v0.1.34
Diffstat (limited to 'docs/PROTOCOL.md')
-rw-r--r--docs/PROTOCOL.md10
1 files changed, 8 insertions, 2 deletions
diff --git a/docs/PROTOCOL.md b/docs/PROTOCOL.md
index 6f617fd..7052b83 100644
--- a/docs/PROTOCOL.md
+++ b/docs/PROTOCOL.md
@@ -264,6 +264,8 @@ Arguments are shown abbreviated; `describe` is authoritative.
| `org.member_add` | `org`, `username`, `role` | `{}` |
| `org.member_set_role` | `org`, `username`, `role` | `{}` |
| `org.member_remove` | `org`, `username` | `{}` |
+| `board.list` | — | `items[{id,name,title}]` (årsredovisning signatures) |
+| `board.add` / `board.update` / `board.remove` | `name`,`title?` / `id`,`name?`,`title?` / `id` | owner; audited |
| `user.create` | `username`, `password`, `display_name`, `is_admin?` | `user` (system admin) |
| `user.list` | — | `items[]` (system admin) |
| `token.create` | `label`, `scopes[]`, `org`, `expires_at?` | `token` (shown once), `id` |
@@ -285,10 +287,10 @@ Account `type` is one of `asset`, `liability`, `equity`, `revenue`, `expense`.
| Command | Args | Notes |
|---|---|---|
| `fiscal_year.list` / `fiscal_year.get` | `org?` / `id` | |
-| `fiscal_year.open` | `label`, `start_date`, `end_date` | owner |
+| `fiscal_year.open` | `label`, `start_date`, `end_date` | owner; inherits events/employees/notes from the previous year |
| `fiscal_year.close` | `id`, `confirm:true` | owner; audited |
| `fiscal_year.reopen` | `id`, `confirm:true` | owner; undoes a close |
-| `fiscal_year.update` | `id`, `dividend_ore` | bookkeeper; year metadata (proposed dividend), audited |
+| `fiscal_year.update` | `id`, any of `dividend_ore`, `events`, `agm_date`, `dividend_date`, `employees`, `notes` | bookkeeper; "Information om året", audited |
| `period.lock` | `fiscal_year`, `until`, `reason?` | owner; `until` inclusive |
| `period.unlock` | `fiscal_year`, `reason` | owner; audited with reason |
@@ -480,6 +482,10 @@ commands. Implemented screens (0.1.0-dev):
- **Bokslut** — periodiseringsfond and tax rate fields; F5 shows the posting
plan as a `bokslut.post` dry run, `^Enter` (or F9) asks for confirmation
and posts the plan.
+- **Information om året** — the per-year årsredovisning details (material
+ events, AGM and payment dates, proposed dividend, employees, other notes),
+ edited per field; a new fiscal year inherits the stable fields. The
+ årsredovisning draft reads them without prompting.
- **Företagsuppgifter** — the org record (name, org number, VAT number,
address, e-mail, phone, moms period, framework, fiscal-year start month),
editable in place; only owners can save, others see it read-only.