Exports Mismatch: Invoiced/Posted = No in Export but Yes in UI/API (CSP‑Updated Schedules)

Summary

For schedules updated via Customer Self‑Service Portal (CSP) functions, the UI and API correctly show Invoiced/Posted = Yes, but the Export shows No. This happens when CSP marks the schedule line as Invoiced/Posted without linking an invoice/journal entry (i.e., invoice_id/journal_id is NULL). Current export logic appears to infer status from the presence of a linked document, causing a mismatch.

Impact: Reporting/analytics that depend on the export file are inaccurate even though UI/API reflect the correct status.

Steps to Reproduce

1. Navigate to the company community (CSP) and mark a billing schedule line as Invoiced (or a revenue schedule as Posted) using CSP actions.
2. In Ordway UI, open the schedule → status shows Yes.
3. Call the API for the same schedule → returns Yes.
4. Run the Export for schedules → status column shows No.

5. In DB, query the schedule → boolean status fields show Yes, but invoice_id/journal_id may be NULL.
   
    

   This needs to be fixed by the engineering team