Add settlement links to payment entries for traceability

- Add settled_entry_links parameter to format_payment_entry and format_net_settlement_entry
- Query unsettled expenses/receivables before creating settlement entries
- Pass original entry links to format functions so settlements reference what they settle
- Update all callers in views_api.py (5 locations) and tasks.py (1 location)

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
This commit is contained in:
Patrick Mulligan 2026-01-02 19:34:25 +01:00
parent da74e668c8
commit e403ec223d
3 changed files with 59 additions and 9 deletions

View file

@ -497,7 +497,8 @@ def format_payment_entry(
fiat_currency: Optional[str] = None,
fiat_amount: Optional[Decimal] = None,
payment_hash: Optional[str] = None,
reference: Optional[str] = None
reference: Optional[str] = None,
settled_entry_links: Optional[List[str]] = None
) -> Dict[str, Any]:
"""
Format a payment entry (Lightning payment recorded).
@ -516,6 +517,7 @@ def format_payment_entry(
fiat_amount: Optional fiat amount (unsigned)
payment_hash: Lightning payment hash
reference: Optional reference
settled_entry_links: List of expense/receivable links being settled (e.g., ["exp-abc123"])
Returns:
Fava API entry dict
@ -584,6 +586,8 @@ def format_payment_entry(
entry_meta["payment-hash"] = payment_hash
links = []
if settled_entry_links:
links.extend(settled_entry_links)
if reference:
links.append(reference)
if payment_hash:
@ -594,7 +598,7 @@ def format_payment_entry(
flag="*", # Cleared (payment already happened)
narration=description,
postings=postings,
tags=["lightning-payment"],
tags=["lightning-payment", "settlement"],
links=links,
meta=entry_meta
)
@ -713,7 +717,8 @@ def format_net_settlement_entry(
description: str,
entry_date: date,
payment_hash: Optional[str] = None,
reference: Optional[str] = None
reference: Optional[str] = None,
settled_entry_links: Optional[List[str]] = None
) -> Dict[str, Any]:
"""
Format a net settlement payment entry (user paying net balance).
@ -743,6 +748,7 @@ def format_net_settlement_entry(
entry_date: Date of payment
payment_hash: Lightning payment hash
reference: Optional reference
settled_entry_links: List of expense/receivable links being settled (e.g., ["exp-abc123", "rcv-def456"])
Returns:
Fava API entry dict
@ -780,6 +786,8 @@ def format_net_settlement_entry(
entry_meta["payment-hash"] = payment_hash
links = []
if settled_entry_links:
links.extend(settled_entry_links)
if reference:
links.append(reference)
if payment_hash: