diff options
Diffstat (limited to 'docs')
| -rw-r--r-- | docs/PROTOCOL.md | 10 | ||||
| -rw-r--r-- | docs/SCHEMA.md | 16 | ||||
| -rw-r--r-- | docs/STATE.md | 18 |
3 files changed, 38 insertions, 6 deletions
diff --git a/docs/PROTOCOL.md b/docs/PROTOCOL.md index 6f617fd..7052b83 100644 --- a/docs/PROTOCOL.md +++ b/docs/PROTOCOL.md @@ -264,6 +264,8 @@ Arguments are shown abbreviated; `describe` is authoritative. | `org.member_add` | `org`, `username`, `role` | `{}` | | `org.member_set_role` | `org`, `username`, `role` | `{}` | | `org.member_remove` | `org`, `username` | `{}` | +| `board.list` | — | `items[{id,name,title}]` (årsredovisning signatures) | +| `board.add` / `board.update` / `board.remove` | `name`,`title?` / `id`,`name?`,`title?` / `id` | owner; audited | | `user.create` | `username`, `password`, `display_name`, `is_admin?` | `user` (system admin) | | `user.list` | — | `items[]` (system admin) | | `token.create` | `label`, `scopes[]`, `org`, `expires_at?` | `token` (shown once), `id` | @@ -285,10 +287,10 @@ Account `type` is one of `asset`, `liability`, `equity`, `revenue`, `expense`. | Command | Args | Notes | |---|---|---| | `fiscal_year.list` / `fiscal_year.get` | `org?` / `id` | | -| `fiscal_year.open` | `label`, `start_date`, `end_date` | owner | +| `fiscal_year.open` | `label`, `start_date`, `end_date` | owner; inherits events/employees/notes from the previous year | | `fiscal_year.close` | `id`, `confirm:true` | owner; audited | | `fiscal_year.reopen` | `id`, `confirm:true` | owner; undoes a close | -| `fiscal_year.update` | `id`, `dividend_ore` | bookkeeper; year metadata (proposed dividend), audited | +| `fiscal_year.update` | `id`, any of `dividend_ore`, `events`, `agm_date`, `dividend_date`, `employees`, `notes` | bookkeeper; "Information om året", audited | | `period.lock` | `fiscal_year`, `until`, `reason?` | owner; `until` inclusive | | `period.unlock` | `fiscal_year`, `reason` | owner; audited with reason | @@ -480,6 +482,10 @@ commands. Implemented screens (0.1.0-dev): - **Bokslut** — periodiseringsfond and tax rate fields; F5 shows the posting plan as a `bokslut.post` dry run, `^Enter` (or F9) asks for confirmation and posts the plan. +- **Information om året** — the per-year årsredovisning details (material + 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), editable in place; only owners can save, others see it read-only. diff --git a/docs/SCHEMA.md b/docs/SCHEMA.md index 4fc4397..2100990 100644 --- a/docs/SCHEMA.md +++ b/docs/SCHEMA.md @@ -68,6 +68,8 @@ CREATE TABLE orgs ( country TEXT NOT NULL DEFAULT 'SE', email TEXT, phone TEXT, + description TEXT NOT NULL DEFAULT '', -- verksamhetsbeskrivning + shares INTEGER NOT NULL DEFAULT 0,-- antal aktier fiscal_year_start_month INTEGER NOT NULL DEFAULT 1 CHECK (fiscal_year_start_month BETWEEN 1 AND 12), moms_period TEXT NOT NULL DEFAULT 'month' CHECK (moms_period IN ('month','quarter','year')), framework TEXT NOT NULL DEFAULT 'K2' CHECK (framework IN ('K2','K3')), @@ -86,6 +88,15 @@ CREATE TABLE users ( disabled_at TEXT ) STRICT; +CREATE TABLE board_members ( -- signatures in the årsredovisning + org_id INTEGER NOT NULL REFERENCES orgs(id), + id INTEGER PRIMARY KEY, + name TEXT NOT NULL, + title TEXT NOT NULL, -- "Styrelseledamot", "Ordförande", … + created_at TEXT NOT NULL, + UNIQUE (org_id, id) +) STRICT; + CREATE TABLE memberships ( org_id INTEGER NOT NULL REFERENCES orgs(id), user_id INTEGER NOT NULL REFERENCES users(id), @@ -149,6 +160,11 @@ CREATE TABLE fiscal_years ( status TEXT NOT NULL DEFAULT 'open' CHECK (status IN ('open','closed')), locked_until TEXT, -- inclusive last locked date dividend_ore INTEGER NOT NULL DEFAULT 0, -- board's proposed dividend + events TEXT NOT NULL DEFAULT '', -- väsentliga händelser (årsredovisning) + agm_date TEXT NOT NULL DEFAULT '', -- årsstämmodatum (YYYY-MM-DD) + dividend_date TEXT NOT NULL DEFAULT '', -- utbetalningsdatum (YYYY-MM-DD) + employees TEXT NOT NULL DEFAULT '', -- medelantal anställda + notes TEXT NOT NULL DEFAULT '', -- övriga upplysningar (t.ex. revisor) created_at TEXT NOT NULL, closed_at TEXT, closed_by INTEGER REFERENCES users(id), diff --git a/docs/STATE.md b/docs/STATE.md index b0f5b4a..60c70d9 100644 --- a/docs/STATE.md +++ b/docs/STATE.md @@ -88,10 +88,20 @@ server/protocol/ledger only. (`k`). - 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). + in Rapporter. The draft follows the filed reports (whole kronor, no + account numbers, säte, förvaltningsberättelse with the org's static + verksamhetsbeskrivning, flerårsöversikt and changes-in-equity from the + books, resultatdisposition, styrelsens yttrande, fastställelseintyg, + board signatures) and needs no prompting: everything comes from the + books, the org record (Företagsuppgifter) and the per-year + **Information om året** (`fiscal_year.update`, schema v6: events, AGM + and payment dates, proposed dividend, employees, notes — inherited from + the previous year when a year is opened). Board members are a list per + org (`board.*`, edited under Företagsuppgifter) and the stämma decision + is posted with a `Utdelning` template (D 2099/K 2898). Imported history + years are read with their "Stäng" closings skipped, so comparisons and + the flerårsöversikt show real figures. 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). |