From 9b1021e3d5c42a28a97517a4e07f37cde0b5b8a3 Mon Sep 17 00:00:00 2001 From: Anders Betts Date: Sun, 20 Sep 2026 22:39:08 +0200 Subject: tui: bank prefill vouchers and auto-match after posting --- docs/PROTOCOL.md | 8 ++++++-- 1 file changed, 6 insertions(+), 2 deletions(-) (limited to 'docs/PROTOCOL.md') 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 -- cgit v1.3