* fix(reconciliation): secondary-account scoping, dialog clipping, and N:1 matching
Three follow-ups to per-account bank reconciliation (PR #623):
- Secondary same-currency accounts (e.g. a 1931 savings account) double-counted
the company's unassigned (NULL cash_account_id) transactions, inflating their
bank total and showing a large bogus difference while 1930 still reconciled.
Only the primary cash account now claims NULL rows; every other account scopes
strictly to its own id. `includeUnassigned` is threaded through all
status/run/list call sites from cash_accounts.is_primary.
- The "Matcha mot befintlig verifikation" picker's dropdown was absolutely
positioned inside the dialog's overflow-y-auto container and got clipped. Add
an `inline` mode that renders the candidate list in normal flow; the dialog
uses it, the reconciliation view keeps the compact overlay.
- N:1 matching: several bank transactions can now settle one verifikat (a salary
run paid in multiple transfers, an invoice paid in instalments). New
get_account_gl_lines_for_matching RPC surfaces already-matched vouchers with a
linked_transaction_count behind a "Visa även matchade verifikationer" toggle;
manualLink's 1:1 guard is relaxed (the aggregate difference still catches
mis-links).
Tests: extended bank-reconciliation unit tests (strict scope + N:1), rewrote the
cash_account_id isolation pg test to prove NULL rows land on the primary account
only, and added a pg test for the new RPC.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* fix(reconciliation): address PR review — accurate "att matcha mot" count
- BankReconciliationView: the "N verifikationer att matcha mot" hint counted
glLines (which includes already-matched vouchers when "Visa matchade" is on),
overcounting the vouchers that still need a transaction. Use unmatchedGlLines
so the label is correct regardless of the toggle (matches the table below).
- MatchVerifikationPicker: document that `open` is overlay-only; the setOpen()
writes are intentional no-ops in inline mode.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Jakob Wennberg
094bd85e81