MattssonandClaude Opus 4.7
8ed943198f
The enforce_period_start_day trigger and its sie-import pre-validation rejected any non-first-of-month period_start whenever *any other* fiscal period existed for the company. That blocked a real user flow: after onboarding creates a default period (e.g. current year, day 1), importing an SIE for an older förlängt första räkenskapsår (e.g. 2017-07-28 – 2018-12-31) failed with "Non-first fiscal period must start on the 1st of a month". Per BFL 3 kap., the chronologically first fiscal year is the one that may be 6–18 months and start mid-month — which is a property of *when* the period starts relative to others, not of insert order. The trigger and pre-validation now allow mid-month start iff no existing period starts earlier. Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
39 lines
1.3 KiB
PL/PgSQL
39 lines
1.3 KiB
PL/PgSQL
-- Allow retroactive first fiscal year via SIE import.
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--
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-- The previous trigger (20260416120000) rejected any non-first-of-month
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-- period_start when *any other* fiscal period existed for the company.
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-- That blocked a common flow: user onboards and gets a default period
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-- (e.g. the current year, starting on day 1), then imports an SIE file
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-- covering an older, förlängt första räkenskapsår that starts mid-month
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-- (e.g. 2017-07-28 – 2018-12-31).
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--
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-- Per BFL 3 kap., the forst-in-time (chronologically earliest) fiscal year
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-- is the one that may be 6–18 months and start mid-month. That property is
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-- about *when* the period starts relative to other periods, not about the
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-- order rows were inserted. This migration changes the trigger to reflect
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-- that: mid-month start is allowed iff no existing period starts earlier.
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CREATE OR REPLACE FUNCTION public.enforce_first_of_month_for_subsequent_periods()
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RETURNS trigger
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LANGUAGE plpgsql
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AS $$
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BEGIN
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IF EXTRACT(DAY FROM NEW.period_start) = 1 THEN
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RETURN NEW;
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END IF;
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IF EXISTS (
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SELECT 1 FROM public.fiscal_periods
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WHERE company_id = NEW.company_id
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AND id IS DISTINCT FROM NEW.id
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AND period_start < NEW.period_start
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) THEN
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RAISE EXCEPTION 'Non-first fiscal period must start on the 1st of a month';
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END IF;
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RETURN NEW;
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END;
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$$;
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NOTIFY pgrst, 'reload schema';
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