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authorAnders Betts <anders.betts@gmail.com>2026-09-21 11:45:54 +0200
committerAnders Betts <anders.betts@gmail.com>2026-09-21 11:45:54 +0200
commite1dd7112e0346914710566660625da0f6b866e8a (patch)
treec4b0d5c7f6f62c1c4c38245e7c001b3fd4b03e74 /docs/PROTOCOL.md
parent182f0a592b6fe97fc1ff87add227f9d52a4ef902 (diff)
downloadbokf-e1dd7112e0346914710566660625da0f6b866e8a.tar.gz
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tui: payroll screens, Företag/System menu and settings splitv0.1.55
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1 files changed, 34 insertions, 9 deletions
diff --git a/docs/PROTOCOL.md b/docs/PROTOCOL.md
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@@ -925,6 +925,26 @@ commands. Implemented screens (0.1.0-dev):
number, e-mail, your reference, payment days, notes). Ctrl+N creates,
Enter edits (F5 validates with a dry run, Ctrl+Enter saves), `d`
archives/reactivates.
+- **Lönekörningar** — the monthly payroll runs (`payroll.run_list`, newest
+ period first) with status (`bokförd`/`betald`), gross and net. Ctrl+N
+ starts a new run (period YYYY-MM and pay date, defaulting into the
+ selected fiscal year) when an active employee with a monthly salary
+ exists, Enter opens an existing run. The run screen shows the status and
+ totals, `F5` previews (`payroll.run_preview` for a new run, the stored
+ lines for a posted one), `Ctrl+Enter` posts after confirmation
+ (`payroll.run_post`, showing the voucher), and the manual steps are the
+ action rows **Lönebesked** (PDF via `payroll.payslip`), **AGI-underlag**
+ (`payroll.agi`, owner only) and **Betala skatt & avgifter**
+ (`payroll.pay_tax`); a disabled step names its reason. The list title
+ warns when the current year's tax tables are missing.
+- **Anställda** — the employee register (name, masked personnummer, salary,
+ tax table/column, e-mail). Ctrl+N creates, Enter edits (an empty
+ personnummer keeps the stored one), `d` archives/reactivates; F5
+ validates with a dry run and Ctrl+Enter saves.
+- **Skattetabeller** (System) — stored tax table years, the current year's
+ status, fetch time and source. Owners fetch Skatteverket's official
+ monthly table (`payroll.tax_tables_fetch`) or import a file offline
+ (`payroll.tax_tables_import`).
- **Rapporter** — saldobalans, resultaträkning, balansräkning, moms,
inkomstdeklaration (INK2/SRU), årsredovisning (K2 text draft) and
kontolista (all accounts with type, moms treatment, SRU and status).
@@ -939,18 +959,23 @@ commands. Implemented screens (0.1.0-dev):
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),
- plus the invoice bankgiro and "vår referens"; editable in place, only
- owners can save, others see it read-only. The accounting accounts and the
- SMTP transport live in **Inställningar**.
-- **Revision** — chain verification and behandlingshistorik.
+- **Bolaget** — the org record (name, org number, VAT number, address,
+ e-mail, phone, moms period, framework, fiscal-year start month), editable
+ in place by owners; others see it read-only. The sub-forms
+ **Fakturauppgifter…** (standardserie, fordringskonto, intäktskonto,
+ bankgiro, vår referens) and **E-post (SMTP)…** (host, port, user, sender,
+ reply-to, security, password) are `settings.set` and open to bookkeepers,
+ and **Styrelseledamöter** lists the board.
+- **Systeminställningar** (System) — bilagornas mapp, the file browser's
+ start directory.
+- **Revision** (System) — chain verification and behandlingshistorik.
**Ctrl+N is the universal "add" key**: it starts a new verifikat from the
dashboard, the voucher list and the voucher detail view; a new mall from the
-Mallar menu; a new fiscal year from the year picker; and maps to the editor
-in Ingående balans and to file upload in Underlag. F5 is the universal
-refresh. Hints show the keys per screen.
+Mallar menu; a new customer or employee from their registers; a new payroll
+run from Lönekörningar; a new fiscal year from the year picker; and maps to
+the editor in Ingående balans and to file upload in Underlag. F5 is the
+universal refresh. Hints show the keys per screen.
**Ctrl+R reloads the client in place** (for hot-reloading after a rebuild):
it re-execs the installed binary with `--org`, `--fy` and `--screen NAME`