Whole-krona Bankgiro/Swish payments of öre-bearing invoices were stranded
as partially_paid forever (e.g. 11 231 paid on an 11 231,25 invoice left
0,25 kr open). Book the sub-krona residual to BAS 3740 (Öres- och
kronutjämning) and settle the invoice in full, on both the supplier- and
customer-invoice match flows.
New shared pure helpers buildSupplierPaymentClearingLines +
planSupplierPayment mirror the customer-side primitives; routing preview
and commit through the same builder also fixes two pre-existing
preview↔commit drifts (payment account + line descriptions). Öre
absorption is accrual-only — cash entries book the full invoice, so
absorbing there would hide a 1930 discrepancy.
Also improves supplier-invoice ↔ bank matching:
- Pass-3 date window now spans [invoice_date-5, due_date+5] instead of
due_date ±5, so early payments auto-match; an ambiguity guard demotes
non-unique amount matches to suggestions.
- New retroactive matcher (on supplier_invoice.registered/.approved)
surfaces the settling bank payment when the invoice is registered after
the payment was imported. Matches are written as suggestions for
one-click confirm-to-book, never silently auto-booked.
Tests: new unit tests for both pure helpers; extended matching, handler,
customer öre, and route suites. Full suite green (407 files / 5364 tests).
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* feat: implement inbox document picker and linking functionality
* feat: implement self-billing invoice functionality
- Added support for registering self-billed invoices received from customers.
- Updated the invoice schema to include fields for self-billing metadata such as `is_self_billed`, `external_invoice_number`, `self_billing_agreement_ref`, and `received_date`.
- Created API route for handling self-billed invoice submissions, including validation and error handling.
- Implemented database migrations to add necessary columns and constraints for self-billing invoices.
- Developed tests to ensure correct behavior of self-billing invoice creation and validation rules.
- Updated Swedish localization files to include new terms related to self-billing.
* feat: enforce SIE import requirement for non-Fortnox providers in migration process
* feat: streamline invoice processing and enhance error logging across APIs
* fix(dashboard): exclude ignored and already-triaged transactions from stale count
The "Gamla transaktioner" widget counted transactions that had been ignored
or already marked as is_business=true but not yet booked, so users saw a
nag for a row they had already dealt with — and the /transactions inbox
correctly hid it. Align the count with the inbox criterion (is_business
IS NULL, is_ignored = false) so the widget clears when the row leaves
the inbox.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* fix(transactions): read entity_type from settings response wrapper
The transactions page read entityRes.entity_type directly, but
/api/settings returns { data: { entity_type, ... } }. The expression
was always undefined, so setEntityType never fired and entityType
stayed at its initial 'enskild_firma'. The template picker's
entity_type filter then dropped every aktiebolag-tagged user template
for AB customers — only entity_type='all' templates made it through.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* stale templates
bank sync
journal entry from transaction
* fixed pr comments
* fixed pr comment
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Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
