c90ccc9c429277299fd4ecec0652cd8b6fa080be
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Commits
| Author | SHA1 | Message | Date | |
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 MattssonandClaude Fable 5.1
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fdcb7d937e |
feat(rot-rut): overview page, beslutsfil import, avslag reclaim, MCP list + settle (#2397)
* feat(rot-rut): overview page, beslutsfil import, avslag reclaim, MCP list + settle Follow-up to #2239/#2360 for firms whose every invoice carries ROT/RUT. - /invoices/rot-rut: tiles (at Skatteverket on 1513, awaiting beslut, refused to book, ready to request) and one row per begaran with mark uploaded, cancel, download and "Bokfor nekat belopp"; the Fakturor button links here, ?rot-rut=1 still opens the file dialog. - Beslutsfil import from the UI through the existing import route. - Reclaim of the share Skatteverket refused: one voucher debit 1510 / credit 1513 per invoice (source_type rot_rut_reclaim), CAS-attached to the begaran and guarded by a partial unique index; the invoice reopens for the refused share via invoices.deduction_reclaimed_total, with the customer-share formula and its SQL twin gaining the same term. The payment dialog and bank match then settle the reopened remaining as a plain 1510 clearing; a booked kontantmetod invoice is proposed accrual- shaped so revenue is never recognised twice. Unknown per-invoice split of a partial beslut is refused, never allocated. - MCP: gnubok_list_rot_rut_payout_requests (search-only read) and gnubok_settle_rot_rut_payout (staged write, op settle_rot_rut_payout) sharing one pre-flight + settle with the dashboard match route. - Migrations 20260907140000 (reclaim state, source_type, INSERT guard), 20260907140100/140101 (pending_operations op type). Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01D9wvsGnvu5tHGqYnJnjnaB * chore(rot-rut): renumber migrations after merging main Main already carries 20260907143000 and 20260907150000, so the three rot-rut migrations move to 20260907160000/160100/160101 to keep the applied order monotonic (see memory: migration-version-collisions). Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01D9wvsGnvu5tHGqYnJnjnaB * fix(rot-rut): close the reclaim gaps found by skeptics, CI and review Skeptic refutations (#2397): - payment-sync recomputes remaining with deduction_reclaimed_total, so a storno of a payment on a reopened invoice no longer strands the refused share (R1). - Reclaim refused while an invoice sits in a later live begäran (ROT_RUT_RECLAIM_INVOICE_REREQUESTED); the overview and the MCP list hide the action for the same case (C2). - A reclaimed invoice is blocked from a new begäran (DEDUCTION_RECLAIMED) until the reclaim voucher is reversed (R2/C3). - Storno of the reclaim voucher syncs the invoices and the begäran back (rot-rut-reclaim-reversal.ts, hooked into reverseEntry) (R3). - A paid invoice with NULL paid_amount counts its customer share as paid (C4). Crediting an invoice with a reclaimed share is refused on the dashboard, v1 and MCP paths (R4). CI and review: - Build: custom-coded MCP errors via Object.assign, not codedError. - pg-real: column default for default_voucher_series_per_source_type re-stated with rot_rut_reclaim (20260907160200); the default test now re-applies the latest default migration. - Checks: accounted-api skill regenerated (journal-entries source types). - CodeRabbit/Superagent: per-item refused shares must reconcile with the request-level beslut; per-invoice reopen through the idempotent RPC apply_rot_rut_reclaim_invoice (20260907160300) with a resume path; update-stage settle failures keep the voucher id (failed_partial); Stockholm calendar date for the booking; existing-voucher tab uses the same proposal method; MCP stage checks bank_line junction rows. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01D9wvsGnvu5tHGqYnJnjnaB * fix(rot-rut): carry the voucher id through the match outcome type; date the reclaim on the beslut - The shared match outcome now declares journalEntryId on update-stage errors, matching the settle service (Core Build TS2339 on 2d6cece1a). - The reclaim voucher is dated on the Swedish calendar day of Skatteverkets beslut (decided_at), today only when no decision date is recorded, and the confirm dialog states the date (Swedish accounting review: BFL 5 kap 6-7 §, datum for affarshandelsen). Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01D9wvsGnvu5tHGqYnJnjnaB * fix(rot-rut): reclaim RPCs validate the share and derive the invoice state; idempotent revert; v1 credit guard reads the column - apply_rot_rut_reclaim_invoice (20260907160400 replaces the 160300 signature) takes only the refused share, validates it against the locked item, request and invoice, and derives remaining_amount and status from the INSERT-guard formula (review: caller-supplied accounting values, CWE-862). revert_rot_rut_reclaim_invoice mirrors it for a reversed reclaim voucher; the request link is cleared only after every leg. - v1 credit route projection includes deduction_reclaimed_total so the reclaim guard actually fires there. - Overview keeps "Bokfor nekat belopp" available while legs are pending (resume after a partial failure). - Match and settle routes attach journal_entry_id on update-stage errors. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01D9wvsGnvu5tHGqYnJnjnaB --------- Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com> |
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bf7773d74b |
feat(settings): standard verifikationsserier for new companies, opt-in action for existing (#2358)
* feat(settings): standard verifikationsserier for new companies, opt-in action for existing (#2184) A new company_settings row now defaults to the standard series set (A manual/bank, B kundfakturor, C inbetalningar, D leverantörsfakturor, E utbetalningar, H periodisering, I bokslut, K lön, L kontantfaktura, M moms) instead of everything on A. The set lives once, as the exhaustive STANDARD_VOUCHER_SERIES_MAP in the resolver; a pg-real test holds the column default equal to it and to the source_type CHECK. Existing rows are not remapped: the per-type settings form gets an "Använd standarduppsättningen" action that fills the set for review and save through the existing PUT, so the switch is a deliberate, audited act rather than a mid-year numbering change nobody decided. Payment rows bound to the other bokföringsmetod are dimmed, not hidden. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01LvMaHcTnwAfxzgYD1fGYX1 * test(bookkeeping): fresh company_settings row asserts the standard series set, not all-A voucher-series-defaults.pg.test.ts codified the pre-#2184 column default (every source type on A). Migration 20260906210500 replaces that default with the standard set, so the "freshly inserted row" case now asserts the representative letters and full equality with STANDARD_VOUCHER_SERIES_MAP. The explicit-override case keeps proving a company's own layout replaces the default wholesale. No other pg or tool test asserted on the old map. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> 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> |