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Finance: label incoming Finanzamt credits as tax_refund, not tax_debit - #413

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alexeygrigorev merged 1 commit into
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fix/finance-tax-t3129
Nov 11, 2026
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alexeygrigorev merged 1 commit into
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fix/finance-tax-t3129

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Intake 49d43130.

The 30 Oct 2026 Finom credit (EUR 43,633.73) is one tax refund. Before this PR, live /api/finance/summary?month=2026-10 already reported taxRefunds 43,633.73 once, kept it out of taxesTotal, and counted it as money in. But the entry row was still labelled mandatoryKind: "tax_debit", because classifyMandatoryPayment tags every Finanzamt row as a debit.

  • toEntry now labels income rows the classifier calls tax_debit as tax_refund. Debits are unchanged.
  • The frontend accountant-package exemption and the tax/TK grouping accept tax_refund.
  • Regression assertions are added to the existing GEW.ST/EINK.ST + refund summary test.

The earlier deploy alert for a9df0d2 (border lint at finance.css:1488) was already fixed by 558fec8 on main.

The mandatory-payment classifier tagged every Finanzamt row tax_debit, so the
live 30 Oct 2026 Finom credit (EUR 43,633.73) carried mandatoryKind tax_debit
although totals already counted it once as a refund. Income rows now get
tax_refund; the accountant-package exemption and tax/TK grouping accept it.

Intake 49d43130.
@alexeygrigorev
alexeygrigorev merged commit a2a0d71 into main Nov 11, 2026
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@alexeygrigorev
alexeygrigorev deleted the fix/finance-tax-t3129 branch November 11, 2026 19:46
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