* feat(bookkeeping): verifikationsserie per bankkonto for bank-transaction bookings
A company running several bank accounts (main bank on A, company card on M,
both imported via CSV) could not route each account's bookings into its own
series: every bank_transaction booking took the single company-wide default
from default_voucher_series_per_source_type.
- cash_accounts.voucher_series (nullable, single letter): per-account override,
editable under Inställningar → Bokföring → Verifikationsserier per bankkonto
(new PATCH /api/cash-accounts/[id]).
- resolveCashAccountVoucherSeries(): step 2 of the resolution order
(explicit pick → account override → per-type map → A). Wired into the book
route and createTransactionJournalEntry, which covers categorize, the agent,
pending operations and the v1 API.
- Booking dialog gets the series picker, seeded from the server via
/voucher-sequences/next?source_type&cash_account_id so dialog and route can
never disagree. An unresolved embedded picker omits voucher_series so a
stray 'A' never overrides the account's series.
Scope: bank_transaction bookings only. Invoice settlements matched from the
bank keep their payment series; bulk-book resolves inside its RPC (see
DECISIONS.md).
Migration applied to staging as 20260902121420.
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01JWSLbQc3jgpfqnxWe6nteh
* fix(bookkeeping): audit and document the per-bankkonto series, tighten preview and PATCH
Consolidated pass over the PR #2160 findings (skeptics, CodeRabbit, Swedish
compliance review):
- Behandlingshistorik (BFNAR 2013:2 p. 9.16): changing cash_accounts.voucher_series
is a behandlingsregel that outranks the audited per-type map. New trigger
audit_cash_accounts_voucher_series (UPDATE only, WHEN the series changes, so
bank-sync churn never logs), cash_accounts added to AUDITED_TABLES and the
audit_log filter, "Bankkonto ... Verifikationsserie: (tomt) -> M" events in
the report, pg-real test. Applied to staging as 20260902124513.
- Systemdokumentation (p. 9.2-9.15): revision/systemdokumentation.json gains a
verifikationsserier_regler block with the resolution order and the two
exceptions (invoice settlements, samlingsverifikat); the per-account mapping
itself is in data/cash_accounts.json.
- Settings picker uses the same closed list as the manual verifikat form
(presets plus letters already in use) instead of all 26 letters; strings
moved to messages/sv.json and messages/en.json.
- /voucher-sequences/next applies the account override only for
source_type=bank_transaction (CodeRabbit), so a manual-entry preview cannot
show a series the entry will not get.
- Book route resolves the series from the account the row ends up on after a
stranded-row repoint, not the stale one.
- PATCH /api/cash-accounts/[id] answers 404 for a non-UUID id instead of a
Postgres cast 500; the series lookup logs a warning when it fails open.
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01JWSLbQc3jgpfqnxWe6nteh
---------
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
