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Diffstat (limited to 'docs/PROTOCOL.md')
| -rw-r--r-- | docs/PROTOCOL.md | 33 |
1 files changed, 19 insertions, 14 deletions
diff --git a/docs/PROTOCOL.md b/docs/PROTOCOL.md index 01f5dd1..76197d9 100644 --- a/docs/PROTOCOL.md +++ b/docs/PROTOCOL.md @@ -378,8 +378,9 @@ resolved rows in a dry run. `default_series` (1–8 characters, e.g. `A`, `V-`, `A `) is used when `voucher.post` carries no `series` and as the default series for new -templates. `attachment_dir` (a path, up to 255 characters) is the folder the -TUI file browser opens in when attaching underlag. `bank_account` (digits +templates. `attachment_dir` (a path, up to 255 characters) is accepted for +compatibility, but the TUI file browser now remembers the directory of the +last picked attachment client-side. `bank_account` (digits only, up to 10 characters, default `1930`) is the account `bank.import` uses when the request carries no `account`. `invoice_receivable_account` (default `1510`) and `invoice_revenue_account` (default `3001`) are the receivable and @@ -941,8 +942,8 @@ commands. Implemented screens (0.1.0-dev): 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 +- **Skattetabeller** (via **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, @@ -959,16 +960,20 @@ 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. -- **Systeminställningar** (System) — bilagornas mapp, the file browser's - start directory. -- **Revision** (System) — chain verification and behandlingshistorik. +- **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**. +- **System** — the hub with **Skattetabeller** and **Revision**. The file + browser starts in the directory of the last picked attachment (remembered + in the client's `tui.conf`) and falls back to `$HOME` when it is gone. +- **Revision** (via **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 |