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Match upcoming debits to the correct tax kind - #306

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alexeygrigorev merged 5 commits into
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fix/upcoming-tax-kind-f798503e
Nov 3, 2026
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alexeygrigorev merged 5 commits into
mainfrom
fix/upcoming-tax-kind-f798503e

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Upcoming debit schedules can be marked paid by an equal-value payment of a different tax kind. This change requires compatible tax kinds, uses valid EUR evidence, and leaves competing same-kind matches unresolved.

Depends on #305. Retarget this PR to main after #305 merges. Exact-head independent review and CI are required before merge.

Validation: synthetic finance upcoming, summary and API tests (43 passed); backend typecheck; diff check.

@alexeygrigorev
alexeygrigorev changed the base branch from fix/mandatory-payments-successor-1b1d to main November 3, 2026 16:07
Review follow-up on the upcoming-debit tax-kind fix: compare the
normalized stored taxType so a case-variant 'Other' still counts as
explicitly recorded, and cover income-tax with a valid same-kind
payment alongside the existing date/amount rejections.
@alexeygrigorev
alexeygrigorev force-pushed the fix/upcoming-tax-kind-f798503e branch from 979afc1 to 73360fd Compare November 3, 2026 16:07
@alexeygrigorev
alexeygrigorev marked this pull request as ready for review November 3, 2026 16:21
@alexeygrigorev
alexeygrigorev merged commit 2002138 into main Nov 3, 2026
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