Files
accounted/app/api/invoices
Mattsson a0ca692fed feat(invoices): quarterly, half-yearly and yearly recurring invoice schedules (#1438)
* fix(mcp): offer the link tool in the uncategorized-transactions VAT blocker

The gnubok_vat_close_check blocker hint only named categorize/auto-match,
both of which create new bookkeeping. For a transaction whose
affarshandelse is already booked on an existing verifikat, following the
hint would double-book, so agents dead-ended the case into "contact
support" (2026-08-06 support mail from Orto Engineering). The hint now
also names gnubok_link_transaction_to_journal_entry, is extracted as an
exported constant pinned by a test, and the tool joins the
categorize_month recommended loadout.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(invoices): quarterly, half-yearly and yearly recurring schedules

User request: recurring invoice schedules only supported monthly cadence.
Adds interval_months (SMALLINT 1-12, default 1) to
recurring_invoice_schedules; the UI offers manadsvis/kvartalsvis/
halvarsvis/arsvis presets while API and MCP accept any 1-12.

The cron advances next_run_date by whole intervals from the due date, and
the new rollNextRunDateForward() helper rolls missed or edited interval
schedules on their own month grid so a quarterly Jan/Apr/Jul/Oct schedule
missed in an outage rolls Jan 15 to Apr 15, never Feb 15. Monthly
(interval 1) keeps its existing today-anchored recompute semantics
unchanged. Changing the interval alone never touches next_run_date: the
new cadence applies from the next run, so an edit can never pull a send
earlier.

Existing rows default to 1 and behave byte-identically. The MCP slice of
this feature (interval_months on the three recurring-schedule tools in
server.ts) was committed in d2600907f alongside the VAT-blocker hint fix
by a parallel session sharing this worktree.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(invoices): address PR #1438 review findings

CodeRabbit round 1, all three findings:
- MCP descriptions now state the full accepted interval range (any integer
  1-12) instead of enumerating only the 1/3/6/12 presets, and qualify that
  changing ONLY interval_months leaves next_run_date untouched.
- assertValidCadence rejects fractional day_of_month.
- rollNextRunDateForward rejects calendar-invalid anchors that pass the
  shape regex (2026-13-05, 2026-02-31), with regression tests.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-06 15:43:54 +02:00
..
2026-07-28 19:50:16 +02:00
2026-07-28 19:50:16 +02:00