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accounted/components/common
Jakob Wennberg 5a8dd21931 feat(reconciliation): page-owned window, automatic matching, and a way out for unbookable rows (#1742)
Second half of the reconciliation redesign, on top of the bridge in #1737.

**Toolbar.** The view hosted its own "Datum från / Datum till" inputs behind a
Filtrera button: a second period control competing with the header's
räkenskapsår picker (convention 8), and the source of a "typed but not applied"
state that needed its own attention line to explain. The window is now owned by
the page, narrowed through the shared ReportDateRange like every other report,
and applied on change. The view holds no date state at all, which also removes
the ref-synchronisation dance and the off-by-one it existed to prevent (a year
switch fetching the previous year's window because the refs updated a commit
late).

Reconciliation opens on the FULL year, not the family default of YTD, and keeps
its own preset memory: a reconciliation runs over a whole räkenskapsår, and
inheriting a "Denna månad" last used on Resultatrapport would show an alarming
difference for a window nobody chose here. ReportDateRange gained defaultPreset
and storageKeyPrefix for that; every existing caller keeps its behaviour.

**Automatic matching.** "Förhandsgranska" told the user nothing about what it
did, and the ochre line above it existed only to point at it: people matched a
whole migration row by row next to a button they never found. The matcher now
runs by itself, once per window+account, whenever there is unmatched work. It is
a dry run, so nothing is written and Tillämpa still requires an explicit click.
The button stays as a re-run and is renamed to what it does. ?autorun=1 keeps a
distinct meaning (run even on a clean window) so the transactions-inbox deep
link still produces a result rather than silence.

**A way out for rows that cannot be paired.** An unmatched bank row that no
voucher on the account could settle is not reconciliation work, it is an unbooked
affärshändelse, and the match picker held nothing for it. Those rows now offer
"Bokför" into /transactions?highlight=<id>, with a bulk link in the section
header. The rule (direction-compatible and equal to the öre) is extracted to
lib/reconciliation/voucher-candidate.ts so it is testable and so the component
never imports the server-only reconciliation module. Deliberately strict: a false
negative offers booking on a row that could also have been paired, which is a
legitimate outcome, while a false positive sends the user into an empty picker.

11 new tests for the candidate rule, covering direction, öre equality, float
noise, PostgREST numeric strings and the foreign-account case where the
candidate RPC projects no FX amount and no match may be claimed.

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-20 13:14:31 +02:00
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