feat(supplier-invoices): Inlagd i banken mark for payments entered by hand (#2220) (#2356)

A user who types payments into the internet bank instead of uploading a
betalfil had no way to see which invoices were already handled. Adds a
nullable supplier_invoices.bank_entered_at, a POST
/api/supplier-invoices/{id}/bank-entered route, a labelled checkbox on
the list (trailing slot, once attested) and on the detail header, and a
BEFORE UPDATE trigger that clears the mark when a payment lands, so
every payment path (mark-paid, bank match, v1, MCP) retires it without
knowing it exists. Markera som betald stays a separate action.


Claude-Session: https://claude.ai/code/session_01LvMaHcTnwAfxzgYD1fGYX1

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>

lib/api/schemas.ts

@@ -1397,6 +1397,16 @@ export const MarkSupplierInvoicePaidSchema = z.object({
   })).min(2).optional(),
 })
 
+/**
+ * "Inlagd i banken" (#2220): a boolean mark, not a payment. `entered: true`
+ * records that the user typed the payment into the bank by hand; `false`
+ * takes the mark back. No amount, no date: the payment itself is still
+ * recorded by mark-paid or the bank match, which also clears the mark.
+ */
+export const SupplierInvoiceBankEnteredSchema = z.object({
+  entered: z.boolean(),
+})
+
 export const UpdateSupplierInvoiceSchema = z.object({
   supplier_invoice_number: z.string().min(1).optional(),
   invoice_date: isoDate.optional(),

lib/errors/structured-errors.ts

@@ -3025,6 +3025,13 @@ const SUPPLIER_INVOICE_WAVE4: Record<string, StructuredErrorEntry> = {
     message_sv: 'Leverantörsfakturan kan inte markeras som betald i nuvarande status.',
     message_en: 'Supplier invoice is not in a payable state.',
   },
+  SI_BANK_ENTERED_NOT_PAYABLE: {
+    httpStatus: 400,
+    message_sv:
+      'Fakturan kan bara markeras som inlagd i banken när den är godkänd och har något kvar att betala.',
+    message_en:
+      'The invoice can only be marked as entered at the bank while it is approved and has an outstanding amount.',
+  },
   SI_PAID_PERIOD_LOCKED: {
     httpStatus: 400,
     message_sv: 'Bokföringen är låst. Betalningen kan inte registreras.',

lib/supplier-invoices/__tests__/lifecycle.test.ts

@@ -1,6 +1,7 @@
 import { describe, expect, it } from 'vitest'
 import {
   canApproveSupplierInvoice,
+  canMarkSupplierInvoiceBankEntered,
   findChangedVerifikatFields,
   findLockedVerifikatFields,
   isOverduePayable,
@@ -193,3 +194,22 @@ describe('findChangedVerifikatFields', () => {
     expect(findChangedVerifikatFields({ due_date: '2026-09-30' }, ROW)).toEqual([])
   })
 })
+
+describe('canMarkSupplierInvoiceBankEntered', () => {
+  // "Inlagd i banken" (#2220) is the step right before "Markera som betald",
+  // so it is offered on exactly the rows that action is offered on.
+  it.each(['approved', 'overdue', 'partially_paid'])('allows a payable %s invoice', (status) => {
+    expect(canMarkSupplierInvoiceBankEntered({ status })).toBe(true)
+  })
+
+  it.each(['registered', 'paid', 'credited', 'reversed', 'disputed'])(
+    'refuses a %s invoice',
+    (status) => {
+      expect(canMarkSupplierInvoiceBankEntered({ status })).toBe(false)
+    },
+  )
+
+  it('refuses a credit note whatever its status', () => {
+    expect(canMarkSupplierInvoiceBankEntered({ status: 'approved', is_credit_note: true })).toBe(false)
+  })
+})

lib/supplier-invoices/lifecycle.ts

@@ -95,6 +95,32 @@ export function canApproveSupplierInvoice(invoice: {
   return invoice.status === 'registered' || invoice.status === 'overdue'
 }
 
+/**
+ * Statuses in which "Inlagd i banken" (#2220) can be recorded: the invoice
+ * has passed attest and money is still outstanding. Exactly the rows the
+ * detail page offers "Markera som betald" for, because the mark is the step
+ * right before that one. Kept in sync with the CAS predicate in
+ * app/api/supplier-invoices/[id]/bank-entered/route.ts.
+ */
+export const BANK_ENTERED_SUPPLIER_INVOICE_STATUSES = [
+  'approved',
+  'overdue',
+  'partially_paid',
+] as const
+
+/**
+ * True when the user may mark the invoice as entered at the bank by hand. A
+ * credit note is never a payment instruction, so it can never be "in the
+ * bank". Clearing the mark is always allowed and does not go through here.
+ */
+export function canMarkSupplierInvoiceBankEntered(invoice: {
+  status: string
+  is_credit_note?: boolean | null
+}): boolean {
+  if (invoice.is_credit_note) return false
+  return (BANK_ENTERED_SUPPLIER_INVOICE_STATUSES as readonly string[]).includes(invoice.status)
+}
+
 /**
  * Fields that are copied onto the registration verifikat when it is posted:
  *