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authorAnders Betts <anders.betts@gmail.com>2026-09-21 13:41:03 +0200
committerAnders Betts <anders.betts@gmail.com>2026-09-21 13:41:03 +0200
commit5a9f3a1d27ed6b1be238595958472817c31df9f2 (patch)
tree42bedfba5cea6329a97627f2f5a893e6776a4b71 /docs
parent0712cab7f76e49c854a977aceae000cbe3778d41 (diff)
downloadbokf-5a9f3a1d27ed6b1be238595958472817c31df9f2.tar.gz
bokf-5a9f3a1d27ed6b1be238595958472817c31df9f2.zip
tui: Bolaget hub, drop the Företag sectionv0.1.56
Diffstat (limited to 'docs')
-rw-r--r--docs/PAYROLL.md2
-rw-r--r--docs/PROTOCOL.md16
-rw-r--r--docs/STATE.md13
3 files changed, 17 insertions, 14 deletions
diff --git a/docs/PAYROLL.md b/docs/PAYROLL.md
index 23e7fb1..7d7bdba 100644
--- a/docs/PAYROLL.md
+++ b/docs/PAYROLL.md
@@ -228,7 +228,7 @@ the base is the gross.
`SMTP_FAILED` (the stored attachment stays linked). `dry_run` validates,
renders and stores nothing. See `PROTOCOL.md` §7.12.
- **TUI — Lön** (done, `clients/screens_payroll.c`): `Lönekörningar` (list,
- Ctrl+N for a new run) under Lön, `Anställda` under Företag, and a
+ Ctrl+N for a new run) under Lön, `Anställda` under Bolaget, and a
**Skattetabeller** screen (System, since the tables are national) with
status, the Skatteverket fetch and the offline file import.
- The run screen shows the preview (F5), posts with Ctrl+Enter after
diff --git a/docs/PROTOCOL.md b/docs/PROTOCOL.md
index 01f5dd1..1e9f6fa 100644
--- a/docs/PROTOCOL.md
+++ b/docs/PROTOCOL.md
@@ -959,13 +959,15 @@ 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.
-- **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.
+- **Bolaget** — the dashboard's hub for the org's master data:
+ **Företagsuppgifter** (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; **Fakturauppgifter**
+ (standardserie, fordringskonto, intäktskonto, bankgiro, vår referens) and
+ **E-post (SMTP)** (host, port, user, sender, reply-to, security,
+ password), both `settings.set` and open to bookkeepers;
+ **Styrelseledamöter**; and the registers **Anställda**, **Kunder** and
+ **Momsregler**.
- **Systeminställningar** (System) — bilagornas mapp, the file browser's
start directory.
- **Revision** (System) — chain verification and behandlingshistorik.
diff --git a/docs/STATE.md b/docs/STATE.md
index bd38963..20c0729 100644
--- a/docs/STATE.md
+++ b/docs/STATE.md
@@ -34,12 +34,13 @@ unit tests and the docs consistency check.
fetch/import/status screen under System. A pty scenario posts a run and
fetches its lönebesked, so the payslip PDF path is exercised end to end.
- **Menu (2026-09-21)**: the dashboard has the sections Bokföring (with
- Mallar), Fakturering, Lön, Rapporter & bokslut, Företag (Anställda,
- Kunder, Bolaget, Momsregler) and System (Skattetabeller, Revision,
- Systeminställningar). Inställningar is gone: standardserie,
- fordrings-/intäktskonto, bankgiro, vår referens and SMTP now live under
- Bolaget (the Fakturauppgifter and E-post sub-forms) and bilagornas mapp
- under System. `--screen settings` remains an alias for Bolaget.
+ Mallar), Fakturering, Lön, Rapporter & bokslut, System (Skattetabeller,
+ Revision, Systeminställningar) and Räkenskapsår, plus the standalone
+ **Bolaget** hub: Företagsuppgifter, Fakturauppgifter, E-post (SMTP),
+ Styrelseledamöter and the registers Anställda, Kunder and Momsregler.
+ Inställningar is gone: standardserie, fordrings-/intäktskonto, bankgiro,
+ vår referens and SMTP live under Bolaget, bilagornas mapp under System.
+ `--screen settings` remains an alias for Bolaget.
## Open decisions