diff options
Diffstat (limited to 'docs/STATE.md')
| -rw-r--r-- | docs/STATE.md | 31 |
1 files changed, 21 insertions, 10 deletions
diff --git a/docs/STATE.md b/docs/STATE.md index 5be11e7..b0f5b4a 100644 --- a/docs/STATE.md +++ b/docs/STATE.md @@ -1,7 +1,7 @@ # bokf — project state Snapshot for resuming work in a new session. Read with `AGENTS.md` (rules) -and `docs/TUI-GUIDELINES.md` (UI conventions). Dated 2026-09-18. +and `docs/TUI-GUIDELINES.md` (UI conventions). Dated 2026-09-19. ## Status @@ -86,8 +86,12 @@ server/protocol/ledger only. SHA-256 verified, text inline), attach to an existing voucher (`^F`), remove a link (`d` in the `f` picker) and link an inbox item to a voucher (`k`). -- Next backend milestone: **K2/SRU** (INK2/INK2R/INK2S + årsredovisning); - bokslut.post is done server-side, its TUI screen pending. +- K2/SRU is complete: `sru.export` with the INK2 view, `bokslut.post` with + the Bokslut screen, and a K2 årsredovisning text draft with a save action + in Rapporter. The draft asks for the board's proposed dividend and keeps it + per fiscal year (`fiscal_year.update`, schema v4); the stämma decision is + posted with a `Utdelning` template (D 2099/K 2898). Still missing before + filing: a command/TUI to edit the moms `report_rules` per org (below). - Moms `report_rules` seed is a corrected starter mapping (schema v3), but there is still no command/TUI to edit rules per org; add one before filing if the mapping needs adjustments (SCHEMA.md §10 promises owner editing). @@ -96,12 +100,17 @@ server/protocol/ledger only. 1. ~~eSKD file generation for momsdeklaration.~~ `report.vat_eskd` (eSKDUpload 6.0, ISO-8859-1, whole kronor) with a save action in the TUI momsrapport. -2. Bokslut automation: `bokslut.post` is in (entries/avskrivningar, +2. ~~Bokslut automation~~ done: `bokslut.post` (entries/avskrivningar, periodiseringsfond, skatt at a given rate, resultatdisposition, dry-run - plan, audited) and the resultatrapport separates bokslutsdispositioner - and skatt per K2. TUI screen still to do. -3. K2 årsredovisning document; ~~SRU files (INK2/INK2R/INK2S)~~ done as - `sru.export` (official 2025P4 field tables, BAS mapping, TUI save in + plan, audited), the TUI Bokslut screen (fond/rate, F5 plan, ^Enter posts + after confirmation) and the K2 resultatrapport order. +3. ~~K2 årsredovisning document~~ done as a text draft built in the TUI from + `report.income_statement`/`report.balance_sheet` (Förvaltningsberättelse, + K2 RR/BR with previous-year column and the result inside equity, noter, + underskrifter); `s` saves `Årsredovisning <år>.txt`. Placeholders mark + qualitative facts, and incomplete jämförelsetal for imported history + years are flagged in the document. ~~SRU files (INK2/INK2R/INK2S)~~ done + as `sru.export` (official 2025P4 field tables, BAS mapping, TUI save in Rapporter -> Inkomstdeklaration). 4. `audit.verify` must also verify the **voucher** hash chain (today only the audit chain is verified). @@ -119,8 +128,10 @@ server/protocol/ledger only. AGI/payroll if employees. 11a. Imported history years whose SIE contains the source's P&L closings ("Stäng intäktskonton/kostnadskonton") net to zero in the income - statement (Kapitas 2022-2026). The importer should skip those closing - verifications (keeping the resultatdisposition) or mark them; decide. + statement (Kapitas 2022-2026). **Decided 2026-09-19: no importer change.** + Locked years stay locked and the source's closings stay in the books; the + årsredovisning export flags incomplete jämförelsetal for those years and + points to the previous year's annual report. 11. ~~SIE import only into an empty fiscal year; consider broader import.~~ Chronological multi-year import works (CRLF, `#RAR 0`, zero rows, `#IB` rule handled); each year must still target an empty fiscal year. Note: |