feat(treasury): show who still owes on the finance pages

Partial receipts and payments stay tied to a customer, company, or user, and the open balance is listed on the income and expense screens.

Co-authored-by: Cursor <cursoragent@cursor.com>

packages/shared/src/index.ts

@@ -6461,6 +6461,7 @@ export interface RoutineUserSettingsDto {
 export type FinancialAccountType = "bank" | "cash" | "petty";
 export type FinancialDocKind = "income" | "expense";
 export type FinancialDocStatus = "open" | "partial" | "settled" | "void";
+export type FinancialPartyKind = "person" | "company" | "user" | "other";
 export type FinancialPayMethod = "cash" | "card_to_card" | "pos" | "transfer" | "other";
 
 export interface FinancialAccountDto {
@@ -6499,7 +6500,10 @@ export interface FinancialDocumentDto {
   dueAt: string | null;
   categoryId: string | null;
   categoryName: string | null;
+  partyKind: FinancialPartyKind | null;
   personId: string | null;
+  companyId: string | null;
+  userId: string | null;
   partyName: string | null;
   accountId: string | null;
   accountName: string | null;
@@ -6552,6 +6556,26 @@ export interface FinancialReceivableDto {
   createdAt: string;
 }
 
+export interface TreasuryPartyChoiceDto {
+  id: string;
+  name: string;
+}
+
+export interface TreasuryPartySearchDto {
+  people: TreasuryPartyChoiceDto[];
+  companies: TreasuryPartyChoiceDto[];
+  users: TreasuryPartyChoiceDto[];
+}
+
+export interface TreasuryPartyBalanceDto {
+  key: string;
+  partyKind: FinancialPartyKind | null;
+  partyName: string;
+  amount: string;
+  settledAmount: string;
+  remaining: string;
+}
+
 export interface TreasuryDashboardDto {
   bookedIncome: string;
   actualReceipts: string;