Commit Graph

2 Commits

Author SHA1 Message Date
Jakob Wennberg cac692e293 fix(ux): book documents directly from inbox + attach existing underlag when booking transactions (#670)
* fix(inbox): re-add Bokför manuellt on unmatched documents

Pilot feedback: a document in Dokumentinkorg could not be booked
without first matching it to a bank transaction, which is impossible
for cash expenses and other entries with no bank movement. The
backend (/items/:id/book-direct) and BookDirectlyDialog already
support standalone booking — re-expose the button in the unmatched
state. The dialog still offers optional transaction selection inside.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(transactions): pick existing inbox document when booking manually

Pilot feedback: "Bokför manuellt" from a transaction only allowed
uploading new files — an already-uploaded underlag from the inbox
could not be attached. Add a select mode to InboxDocumentPicker
(onSelect prop; journalEntryId now optional) and mount it in
TransactionBookingDialog: picked documents are linked after the
journal entry is created via /api/documents/{id}/link with
inbox_item_id, which also stamps the inbox item as consumed so it
drops out of every pending surface. Non-ok link responses now count
toward the failure toast (previously only network errors did).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(documents): address PR #670 review — stale preview dialog, JE tenancy check

Review findings:
- InboxDocumentPicker left the preview dialog floating open when a pick
  was confirmed from inside it (previewItem was never cleared before
  onClose; the component stays mounted, so the on-open reset never ran).
  Clear it in both select and link mode. (greptile)
- linkToJournalEntry verified the document's company but trusted the
  client-supplied journal_entry_id (FK only requires existence). Add an
  explicit company-scoped journal entry lookup; misses map to the
  existing DOC_LINK_ENTRY_NOT_FOUND envelope. RLS prevented any data
  leak either way — this makes the rejection explicit. New regression
  test covers the cross-tenant case. (compliance-swarm A.8.28)

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-05 09:37:26 +02:00
Mattsson 3e42fc6f32 Feat/voucher docs (#664)
* 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
2026-06-04 13:14:57 +02:00