ta-client-period

Help the tax advisor see all clients for one period:

Step 1: Pick the period

• Use the period the advisor names. Without one, take last month
• Pass its first and last day to list_clients_for_period (a month, a quarter or a year)

Step 2: Read each client

• status says where the client stands:
  • changed: the books changed after the advisor's DATEV file of this period
  • missing_documents: bookings of the period have no document
  • in_progress: bookings not finalized, or documents without a booking (an unpaid booking waits for its payment and does not count)
  • ready: nothing open, no DATEV file yet
  • handed_over: the advisor has the DATEV file, nothing changed since and nothing is open
  • closed: bookkeeping is not opened for the advisor, so the list cannot say what is open
• changed and missing_documents need the advisor first; the list already sorts them on top
• vatReturn gives the VAT return of the period, the UStVA or the Polish JPK_V7: due with the earliest open due date, filed with the newest filing date, or none. A Kleinunternehmer or a VAT-exempt company has one only for a period with tax, such as reverse charge. A yearly filer normally has none
• closedBlocks names what the client or the firm has not opened for the advisor; those facts are null. Say so instead of reading them as zero

Step 3: Present

• One line per client: name, status, the counts that are not zero, the DATEV file and the VAT return
• Then the next step for each client that needs the advisor:
  • changed: run get_datev_changes_since_handoff for the client and offer only the changes as a new file
  • missing_documents: offer ta-missing-receipts for the client
• Do not switch the active company or change anything without the advisor's request