* feat(rot-rut): match Skatteverket's payout against the begäran from the bank row
A ROT/RUT invoice is stored with remaining_amount net of the deduction, so
once the customer pays it flips to paid and drops out of the matchable set.
Skatteverket's payout for the 1513 share then lands as an income row with no
candidate: the only clearing path was a headless settle endpoint that never
linked the bank row.
The candidate is the payout request (one lump sum per begäran, possibly
covering several invoices), modelled exactly like the supplier-invoice hint:
- migration 20260904020000: transactions.potential_rot_rut_payout_request_id
- pure matcher (exact amount vs decided_total ?? requested_total, boosted
when Skatteverket is named, ambiguous when two requests share the amount)
- hint written at bank ingest and by batch-match-invoices; cleared by the
link and reconciliation paths and by clearSettledInvoiceSuggestions
- shared settle service (lib/invoices/rot-rut-settle.ts) used by the existing
settle route and the new POST /api/transactions/[id]/match-rot-rut-payout,
which books debit 19xx / credit 1513 and links the row in one call
- transactions inbox pill, own confirm dialog listing the covered invoices,
manual fallback section in the invoice picker, worklist and Att göra rows
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01HmEpYNMHycUPzSwBECEzZ5
Signed-off-by: Emil <emilmattsson14@gmail.com>
* fix(rot-rut): cap the payout at the begäran, CAS on the request and on stale pointers
Skeptic findings on 6aa7b2e5c:
- a bank row larger than the begäran was booked in full, driving 1513 into
a credit balance and rewriting decided_total to the bank amount: refuse
amount > decided_total ?? requested_total in the service and block the
dialog's confirm with the reason
- two concurrent settles could both attach and credit 1513 twice: the
request update now locks on settlement_journal_entry_id IS NULL and the
loser returns ROT_RUT_SETTLE_RACE (409) with its orphan voucher id
- a row with a stale (reversed) journal_entry_id passed the route guard but
always lost the null-only link CAS: the route forwards the pointer it read
and the service locks on that value, as link-journal-entry does
- the pinned underlag on the bank row now propagates onto the voucher
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01HmEpYNMHycUPzSwBECEzZ5
Signed-off-by: Emil <emilmattsson14@gmail.com>
* fix(rot-rut): review round: SEK gate, voucher-less paid matchable, hint-write errors, one live voucher per begäran
CodeRabbit findings on a93dc46b8, one batch:
- picker and dialog only offer a begäran to SEK rows (the route refuses
other currencies, so the manual flow no longer dead-ends)
- a voucher-less `paid` request (beslut recorded via PATCH, money not yet
booked) is matchable; settled means a settlement voucher exists
- ingest and batch-match check the hint update's error before draining the
pool or counting the match
- the invoice.match_confirmed payload clears the payout hint like the row
- migration 20260904021000: partial unique index on journal_entries
(company_id, source_id) for live rot_rut_payout entries, so two racing
settles cannot both book a voucher; pg test included
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01HmEpYNMHycUPzSwBECEzZ5
Signed-off-by: Emil <emilmattsson14@gmail.com>
---------
Signed-off-by: Emil <emilmattsson14@gmail.com>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>