diff options
| author | Anders Betts <anders.betts@gmail.com> | 2026-09-20 09:56:56 +0200 |
|---|---|---|
| committer | Anders Betts <anders.betts@gmail.com> | 2026-09-20 09:57:20 +0200 |
| commit | 59ef95d3c1f590a05c3bea79834d424200d28250 (patch) | |
| tree | 6fd26b77e3ffb10658c3e3ef029704704118dd0d /docs | |
| parent | b5349b52e757399d8ddb6325120a58e7d9e6e1f6 (diff) | |
| download | bokf-59ef95d3c1f590a05c3bea79834d424200d28250.tar.gz bokf-59ef95d3c1f590a05c3bea79834d424200d28250.zip | |
report: per-org moms rule editor commands
Diffstat (limited to 'docs')
| -rw-r--r-- | docs/PROTOCOL.md | 24 |
1 files changed, 24 insertions, 0 deletions
diff --git a/docs/PROTOCOL.md b/docs/PROTOCOL.md index 00f5200..8405ca5 100644 --- a/docs/PROTOCOL.md +++ b/docs/PROTOCOL.md @@ -448,6 +448,30 @@ the moms boxes (`10`,`11`,`12`,`30`,`31`,`32`,`48`,`60`,`61`,`62`), so box 48 is signed like the blankett (ingående moms negative); underlag boxes do not change what is payable. +### 7.6.1 Reporting rules (moms mapping) + +`report_rules` maps accounts to blankett boxes. The rules are per-org +configuration, not part of the ledger, and owners edit them when +Skatteverket changes the blankett; only `report` `vat` is consumed today +(`report.vat` and `report.vat_eskd`), other report values are reserved. +Several rules may target the same box and `report.vat` sums them into one +entry. + +| Command | Args | Notes | +|---|---|---| +| `report.rule_list` | `report?` | ordered by report, sort_order, box, id | +| `report.rule_create` | `report`, `box`, `match_type`, `pattern`, `sign?`, `sort_order?` | owner; audited (`report_rule.create`) | +| `report.rule_update` | `id`, plus any of `box`, `match_type`, `pattern`, `sign`, `sort_order` | owner; audited (`report_rule.update`) | +| `report.rule_delete` | `id` | owner; audited (`report_rule.delete`) | + +`box` is 1–3 digits. An `account` pattern is 1–10 digits; a `range` pattern +is `LO-HI` with digits and `LO` ≤ `HI`; a `type` pattern is one of `asset`, +`liability`, `equity`, `revenue`, `expense` and matches `accounts.type`. +`sign` is `1` or `-1`; each matched account contributes +`(debit − credit) × sign` to the box. `report.rule_update` merges the given +fields into the existing row and validates the effective rule. All mutations +support `dry_run`, which validates without writing. + ### 7.7 SIE 4 | Command | Args | Result | |