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fix(bookkeeping): month layout inside viewport, compact icons, and match finance totals (50ab981e) - #437

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alexeygrigorev merged 6 commits into
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fix/bookkeeping-month-totals
Nov 12, 2026
Merged

alexeygrigorev merged 6 commits into
mainfrom
fix/bookkeeping-month-totals

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Resolves intake 50ab981e-8c74-4f25-8fb9-c83405385033 (t3212u).

Commits from session working on intake 50ab981e:

  • 08318c2 Keep the month table inside the viewport
  • 13e3c65 Replace View PDF buttons and account pills with compact icons
  • bddfec0 Name the month once: section headings and tables drop the repeat
  • c7d3671 Close each month with the Finance overview's own in/out totals
  • dad6f98 Keep tax-office refunds out of finance money in

A Finanzamt or TK refund is cash back, not income: it no longer counts
toward moneyIn or net cash in the finance summary (vat, taxes,
health-insurance and owner-pay inflows stay on their own lines), and the
byCurrency money-in bucket follows the same rule. The finance overview
refund block and docs now say refunds are kept out of money in instead of
counted in it.
The ledger's month header carried the visible-row sums at the top; the
month now ends with a totals row holding money in and money out (no net,
per the earlier rule). The figures come from the finance summary's
months[] whenever that year is loaded, so the Bookkeeping table and the
Finance overview cannot disagree; before it loads the row falls back to
the visible rows. The tax and health-insurance table wraps on phones
instead of scrolling.
The period navigator already says which month the page shows, so the
tax and owner-withdrawal headings no longer append '· October 2026'
and a single-month lens renders no in-table month group head row;
year and all-records views keep their month heads. The tax table's
accessible label still names the period.
Each invoice PDF and linked statement is one 24px icon in its cell; the
full filename, account name, and statement period move into the tooltip
and aria-label, so nothing in the table truncates and double 'View PDF'
buttons stop crowding the Invoice column. The Invoice column shrinks to
fit the icons.
VAT squeezes to an ellipsis and the classification cells clip instead of
forcing the table past the right edge on narrow or zoomed screens; on
phones the VAT column hides with the other secondary columns.
@alexeygrigorev
alexeygrigorev merged commit fcaead4 into main Nov 12, 2026
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