Jakob Wennberg
dc07ca8872
Decision (option a): a private marking stays a real booking (eget uttag/insattning), so it remains blocked in a locked or closed period; the legal escape for rows that are not affarshandelser is ignore. Private + locked now returns TX_CATEGORIZE_PRIVATE_PERIOD_LOCKED with remediation naming the ignore paths instead of a bare PERIOD_LOCKED, on all four categorize surfaces and the bulk driver. New v1 POST/DELETE /transactions/{id}/ignore (isTransactionBooked-based 409, idempotent) and a staged MCP gnubok_ignore_transaction (+ accounted_ alias, search visibility to respect the tools/list payload ceiling) with operation_type ignore_transaction; the CHECK pair 20260831070000/070001 rebuilds the constraint from main's newest list plus the new value. Dashboard toast gains an Ignorera i stallet action. Closes #1661
108 lines
3.7 KiB
SQL
108 lines
3.7 KiB
SQL
-- Add 'ignore_transaction' to the pending_operations operation_type CHECK
|
|
-- constraint (issue #1661).
|
|
--
|
|
-- gnubok_ignore_transaction (MCP) stages "ignore this bank transaction" (or
|
|
-- restore it with ignored = false). Ignoring flips transactions.is_ignored
|
|
-- and writes no verifikat: it is the path for rows that are not
|
|
-- affärshändelser (PSD2 ghost rows, duplicates from a reconnect, transfers
|
|
-- that never executed), and the only way to clear such rows out of a locked
|
|
-- or closed period, where a private marking (a real eget uttag/insättning
|
|
-- booking) is refused with TX_CATEGORIZE_PRIVATE_PERIOD_LOCKED. The user
|
|
-- approves it in Granskning and commitIgnoreTransaction in
|
|
-- lib/pending-operations/commit.ts applies it through
|
|
-- lib/transactions/ignore.ts (the same core as the dashboard and v1 routes),
|
|
-- which refuses booked rows through all three anchors. Risk 'low': no
|
|
-- ledger impact, reversible with the same op.
|
|
--
|
|
-- NOTE on the value list: this constraint is re-created wholesale (the
|
|
-- established pattern here), so the list below is every value of the
|
|
-- constraint as left by 20260830160000 (update_salary_run, which built on 20260830150000's delete_draft_invoice and 20260830130000's book_skattekonto_row / book_skattekonto_rows) PLUS the new value. Dropping any
|
|
-- existing value here would silently revoke it.
|
|
--
|
|
-- NOT VALID + separate VALIDATE migration (paired file, same pattern as
|
|
-- 20260828160000 / 20260828160001).
|
|
--
|
|
-- pg-test: tests/pg/pending-operations-ignore-transaction.pg.test.ts and
|
|
-- tests/pg/pending-operations-op-type-audit.pg.test.ts.
|
|
ALTER TABLE public.pending_operations
|
|
DROP CONSTRAINT IF EXISTS pending_operations_operation_type_check;
|
|
|
|
ALTER TABLE public.pending_operations
|
|
ADD CONSTRAINT pending_operations_operation_type_check
|
|
CHECK (operation_type IN (
|
|
'categorize_transaction',
|
|
'create_customer',
|
|
'create_invoice',
|
|
'mark_invoice_paid',
|
|
'send_invoice',
|
|
'mark_invoice_sent',
|
|
'match_transaction_invoice',
|
|
'close_period',
|
|
'lock_period',
|
|
'unlock_period',
|
|
'set_opening_balances',
|
|
'run_year_end',
|
|
'post_kontantmetod_cutoff',
|
|
'run_currency_revaluation',
|
|
'import_sie',
|
|
'explain_voucher_gap',
|
|
'uncategorize_transaction',
|
|
'approve_supplier_invoice',
|
|
'credit_supplier_invoice',
|
|
'credit_invoice',
|
|
'convert_invoice',
|
|
'delete_draft_invoice',
|
|
'create_transaction',
|
|
'attach_document_to_transaction',
|
|
'create_voucher',
|
|
'correct_entry',
|
|
'reverse_entry',
|
|
'create_supplier',
|
|
'create_supplier_invoice_from_inbox',
|
|
'post_annual_depreciation',
|
|
'link_invoice_voucher',
|
|
'undo_sie_import',
|
|
'match_batch_allocate',
|
|
'bulk_book_transactions',
|
|
'create_salary_run',
|
|
'generate_agi',
|
|
'link_transaction_journal_entry',
|
|
'link_supplier_invoice_voucher',
|
|
'submit_vat_declaration',
|
|
'submit_agi',
|
|
'create_article',
|
|
'update_article',
|
|
'bulk_book_inbox_items',
|
|
'create_dimension_value',
|
|
'retag_line_dimensions',
|
|
'link_document_to_voucher',
|
|
'update_payslip_line',
|
|
'set_run_salary',
|
|
'update_salary_run',
|
|
'register_absence',
|
|
'create_employee',
|
|
'update_employee',
|
|
'set_employee_opening_balances',
|
|
'vacation_year_close',
|
|
'create_account',
|
|
'update_account',
|
|
'set_voucher_note',
|
|
'book_salary_run',
|
|
'delete_absence',
|
|
'update_company_settings',
|
|
'update_customer',
|
|
'update_invoice',
|
|
'create_recurring_schedule',
|
|
'update_recurring_schedule',
|
|
'log_mileage_trip',
|
|
'book_mileage_period',
|
|
'link_documents_to_vouchers',
|
|
'reconciliation_match',
|
|
'reconciliation_unmatch',
|
|
'reconciliation_signoff',
|
|
'reconciliation_residual',
|
|
'book_skattekonto_row',
|
|
'book_skattekonto_rows',
|
|
'ignore_transaction'
|
|
)) NOT VALID;
|