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fix!: remove date filter from matched vouchers#386

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barredterra merged 6 commits into
version-16-hotfixfrom
date-filters
Jun 29, 2026
Merged

fix!: remove date filter from matched vouchers#386
barredterra merged 6 commits into
version-16-hotfixfrom
date-filters

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@barredterra

@barredterra barredterra commented Jun 2, 2026

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tl;dr: Payment Entry & Journal Entry in "Match Voucher" are no longer filtered by date, matching the other voucher types. We remove these filters wherever we don't need them.

Statement date filters were applied inconsistently: they scoped bank transactions and Payment Entry / Journal Entry matching, but not invoices or other voucher types. That made the same date fields mean different things depending on voucher type, and optional or partial dates could silently return no PE/JE matches.

Date filters now only define the statement period you are reconciling. Voucher discovery is per bank transaction and relies on ranking (amount, reference, party, date proximity) instead of hard date cutoffs, so older open invoices and backdated entries remain matchable.

Removed the reference-date filter UI because it only ever affected PE/JE and no longer matches how matching works.

@barredterra barredterra changed the title fix: remove date filter from matched vouchers fix!: remove date filter from matched vouchers Jun 2, 2026
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greptile-apps Bot commented Jun 2, 2026

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Confidence Score: 5/5

This looks safe to merge.

  • No blocking issues found in the changed code.

Reviews (4): Last reviewed commit: "fix: accept old params and show warning" | Re-trigger Greptile

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@greptileai

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@0xD0M1M0 irgendwelche Einwände?

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@barredterra The change makes sense. I have not noticed any negative effects with the prior implementation, but I also see no problems with removing the filter either.

I possibly see a longer list for possible matched vouchers. I would introduce #309 to limit the lists lengths and for less errors on matchings.

@barredterra
barredterra merged commit 85dac55 into version-16-hotfix Jun 29, 2026
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@barredterra
barredterra deleted the date-filters branch June 29, 2026 15:22
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@Mergifyio backport version-15-hotfix

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mergify Bot commented Jun 29, 2026

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backport version-15-hotfix

✅ Backports have been created

Details

Cherry-pick of 85dac55 has failed:

On branch mergify/bp/version-15-hotfix/pr-386
Your branch is up to date with 'origin/version-15-hotfix'.

You are currently cherry-picking commit 85dac55.
  (fix conflicts and run "git cherry-pick --continue")
  (use "git cherry-pick --skip" to skip this patch)
  (use "git cherry-pick --abort" to cancel the cherry-pick operation)

Changes to be committed:
	modified:   banking/klarna_kosma_integration/doctype/bank_reconciliation_tool_beta/bank_reconciliation_tool_beta.js
	modified:   banking/klarna_kosma_integration/doctype/bank_reconciliation_tool_beta/test_bank_reconciliation_tool_beta.py
	modified:   banking/public/js/bank_reconciliation_beta/actions_panel/match_tab.js

Unmerged paths:
  (use "git add <file>..." to mark resolution)
	both modified:   banking/klarna_kosma_integration/doctype/bank_reconciliation_tool_beta/bank_reconciliation_tool_beta.json
	both modified:   banking/klarna_kosma_integration/doctype/bank_reconciliation_tool_beta/bank_reconciliation_tool_beta.py

To fix up this pull request, you can check it out locally. See documentation: https://docs.github.com/en/pull-requests/collaborating-with-pull-requests/reviewing-changes-in-pull-requests/checking-out-pull-requests-locally

barredterra added a commit that referenced this pull request Jul 17, 2026
Co-authored-by: Raffael Meyer <14891507+barredterra@users.noreply.github.com>
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🎉 This PR is included in version 16.2.0 🎉

The release is available on GitHub release

Your semantic-release bot 📦🚀

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