* feat(salary): repay utlägg with the salary as a tax-free payslip line (#2331)
- expense_reimbursement line type: kostnadsersättning outside gross, tax,
avgifter and the AGI. The engine adds tax-free reimbursements (utlägg,
skattefritt traktamente, skattefri milersättning) to the net payout only.
- booking debits the claim's liability account (2820) on top of gross,
never a 7xxx cost; a run that only repays utlägg posts 2820 D / 1930 K
instead of being treated as a nollkörning
- salary_line_items.source_expense_claim_id (tenant-scoped FK, cascade,
one payslip line per claim); settle_expense_claims_via_salary_run marks
the claims paid with an expense_payout_batches row pointing at the
salary verifikat, no second verifikat, idempotent on retry; wired into
bookLoadedRun and the v1 book route with a pre-check before posting
- create_expense_payout_batch refuses claims scheduled on a payslip
(ON_PAYSLIP); deleteExpenseClaim refuses once the run has left draft
- "Lägg till utlägg" on the employee row of a draft run; the payslip page
labels and removes the lines
- pg-real: tests/pg/utlagg-via-lon.pg.test.ts + ON_PAYSLIP case
Claude-Session: https://claude.ai/code/session_01LvMaHcTnwAfxzgYD1fGYX1
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
* fix(salary): PR #2361 review: claim delete cannot cascade into a booked payslip; AGI excludes the utlägg line
- salary_line_items_source_expense_claim_fkey is ON DELETE RESTRICT (edited
in the unmerged 20260906210300): the database refuses to delete a claim a
payslip line still references, whichever path issues the DELETE
- deleteExpenseClaim removes the draft line first (before the storno) and
keeps refusing with ON_PAYSLIP once the run has left draft
- pg-real: delete refused with 23503 on a booked and on a draft run; the
app order (line, then claim) succeeds
- unit: AGI builder keeps FK011/FK001/FK487 and emits no benefit field for
an expense_reimbursement line (FK011 derives from sre.gross_salary; only
benefit_* types are read from line items)
Claude-Session: https://claude.ai/code/session_01LvMaHcTnwAfxzgYD1fGYX1
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
---------
Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
* feat(expenses): repay utlägg from the bank line
The transfer that repays a person's registered utlägg is now booked from
the bank inbox (or one click on Hem) instead of ahead of it: the payout RPC
takes the unbooked bank transaction, requires an SEK outflow equal to the
claims' total to the öre, posts liability D / 19xx K, marks the claims paid
and links the row in one locked transaction. The same transfer can no
longer be booked twice (once by "Betala ut", once by categorising the row).
- create_expense_payout_batch(..., p_transaction_id): old signature dropped
so a 6-argument call cannot become ambiguous; refusals TX_NOT_FOUND,
TX_ALREADY_BOOKED, TX_CURRENCY, TX_AMOUNT_MISMATCH
- POST /api/transactions/[id]/match-expense-payout { claim_ids }
- lib/expenses/expense-payout-candidates: pure per-person grouping and
outflow pairing (one person per amount; shared totals are skipped)
- Hem suggested matches gain kind 'expense_payout'; the inbox row gets a
primary "Bokför återbetalning av utlägg till {name}" and a two-leg confirm
- PAYOUT_ERROR_MESSAGES shared by both payout routes
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01P8YsvPqjfGxGZUkGeBVUWQ
* feat(expenses): close the utlägg gaps: claim picker, foreign VAT, enskild firma
- "Matcha mot utlägg" in the inbox row menu: pick the person and the
receipts a transfer covers when the exact-amount pairing missed it. The
picked sum must equal the row to the öre; the same RPC books it.
- A foreign receipt defaults VAT to 0 in the Underlag dialog with a note:
foreign VAT is not deductible on 2641.
- Enskild firma: a claim on 2018 is egen insättning, not a debt. Excluded
from Att göra, the attention resource, suggestions and the picker; a
payout for it debits 2013 (eget uttag), never 2018. Copy in the pane and
the dialog says so.
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01P8YsvPqjfGxGZUkGeBVUWQ
---------
Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
Contributed by @joakimhew. Maintainer commits on top: migration re-versioned to 20260904170000 (main's 20260901210000 took the original version), payout batches booked atomically through the create_expense_payout_batch RPC, accounted-api skill regenerated, main merged. Closes#2143.
