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| author | Anders Betts <anders.betts@gmail.com> | 2026-09-20 22:39:08 +0200 |
|---|---|---|
| committer | Anders Betts <anders.betts@gmail.com> | 2026-09-20 22:39:08 +0200 |
| commit | 9b1021e3d5c42a28a97517a4e07f37cde0b5b8a3 (patch) | |
| tree | c34c92a40d354115730307b5ebe0c58a17f70214 /docs | |
| parent | 76f43cc7817fafed2485ac975426eb2e97ea9986 (diff) | |
| download | bokf-9b1021e3d5c42a28a97517a4e07f37cde0b5b8a3.tar.gz bokf-9b1021e3d5c42a28a97517a4e07f37cde0b5b8a3.zip | |
tui: bank prefill vouchers and auto-match after posting
Diffstat (limited to 'docs')
| -rw-r--r-- | docs/PROTOCOL.md | 8 | ||||
| -rw-r--r-- | docs/STATE.md | 5 |
2 files changed, 10 insertions, 3 deletions
diff --git a/docs/PROTOCOL.md b/docs/PROTOCOL.md index f24e917..aafa1c9 100644 --- a/docs/PROTOCOL.md +++ b/docs/PROTOCOL.md @@ -771,8 +771,12 @@ commands. Implemented screens (0.1.0-dev): - **Underlag** — inbox of unlinked attachments; `a` uploads a file. - **Bankavstämning** — imported bank transactions (`bank.import`) matched against vouchers on the bank account, with suggestions; Enter matches the - suggested voucher (or picks another), `u` unmatches, `a`/`Ctrl+N` imports - a SEB CSV. Phase 1 never books anything. + suggested voucher (or picks another), `u` unmatches, `a` imports a SEB CSV. + `Ctrl+N` (or the last row `Skapa nytt verifikat…` in the match list) opens + **Nytt verifikat** prefilled with the transaction's date, text, signed + amount and bank account; posting it auto-matches the new voucher and + returns to the list. A failed auto-match keeps the posted voucher and + shows the server error. - **Fakturor** — invoice list (`invoice.list`, newest first) with number, date, customer, total and status (`utfärdad`/`krediterad`). Ctrl+N opens the form, Enter the detail. The form has the customer picker, invoice/due diff --git a/docs/STATE.md b/docs/STATE.md index b05689f..21995c6 100644 --- a/docs/STATE.md +++ b/docs/STATE.md @@ -134,7 +134,10 @@ check. prefilled (F4 template still there); after posting, auto-match the new voucher and stay in the list. Later: `bank_rule.*` pattern suggestions and "skapa verifikat från transaktion". TUI screen **Bankavstämning** - under Bokföring. + under Bokföring. **Phase 2 implemented 2026-09-20**: Ctrl+N (or + `Skapa nytt verifikat…` in the match list) prefills the form from the + transaction and auto-matches the posted voucher, returning to the list + with the cursor kept. 20. **Menu IA (2026-09-20)**: one top-level section per workflow domain (Bokföring, Fakturering, Lön, …), Register owns master data, Rapporter owns read-only output, Räkenskapsår its own, and a feature adds at most |