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feat(budget): make a settle-up payment's date editable

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The settle-up form only exposed from/to/amount and silently dated the
payment by created_at, unlike a regular expense which has an editable
date. Add a settled_at column (independent of created_at, same split as
expense_date) through the schema, migration, service, REST and MCP
surfaces, and the desktop + mobile forms; the ledger groups a payment by
settled_at, falling back to created_at for rows recorded before the
column existed.
This commit is contained in:
RemEx
2026-09-11 15:04:51 +00:00
committed by Maurice
parent 76e182f44e
commit bd46089450
16 changed files with 200 additions and 36 deletions
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client/src/api/client.ts
+2 -2
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@@ -1327,8 +1327,8 @@ export const budgetApi = {
setPayers: (tripId: number | string, id: number, payers: { user_id: number; amount: number }[]) => apiClient.put(`/trips/${tripId}/budget/${id}/payers`, { payers }).then(r => r.data),
perPersonSummary: (tripId: number | string) => apiClient.get(`/trips/${tripId}/budget/summary/per-person`).then(r => r.data),
settlement: (tripId: number | string, base?: string) => apiClient.get(`/trips/${tripId}/budget/settlement`, base ? { params: { base } } : undefined).then(r => r.data),
createSettlement: (tripId: number | string, data: { from_user_id: number; to_user_id: number; amount: number; currency?: string }) => apiClient.post(`/trips/${tripId}/budget/settlements`, data).then(r => r.data),
updateSettlement: (tripId: number | string, settlementId: number, data: { from_user_id: number; to_user_id: number; amount: number; currency?: string }) => apiClient.put(`/trips/${tripId}/budget/settlements/${settlementId}`, data).then(r => r.data),
createSettlement: (tripId: number | string, data: { from_user_id: number; to_user_id: number; amount: number; currency?: string; settled_at?: string | null }) => apiClient.post(`/trips/${tripId}/budget/settlements`, data).then(r => r.data),
updateSettlement: (tripId: number | string, settlementId: number, data: { from_user_id: number; to_user_id: number; amount: number; currency?: string; settled_at?: string | null }) => apiClient.put(`/trips/${tripId}/budget/settlements/${settlementId}`, data).then(r => r.data),
deleteSettlement: (tripId: number | string, settlementId: number) => apiClient.delete(`/trips/${tripId}/budget/settlements/${settlementId}`).then(r => r.data),
reorderItems: (tripId: number | string, orderedIds: number[]) => apiClient.put(`/trips/${tripId}/budget/reorder/items`, { orderedIds }).then(r => r.data),
reorderCategories: (tripId: number | string, orderedCategories: string[]) => apiClient.put(`/trips/${tripId}/budget/reorder/categories`, { orderedCategories } satisfies BudgetReorderCategoriesRequest).then(r => r.data),