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feat: unified document inbox, full BAS 2026, and document-transaction matching

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- Expand BAS reference from ~180 to ~1,276 accounts (full BAS Kontoplan 2026)
  with K2 exclusion flags, per-class data files, and computed SRU codes
- Evolve invoice inbox into unified document inbox handling invoices, receipts,
  and government letters with AI-powered classification (Claude Haiku Vision)
- Add multi-pass document-to-transaction matching engine with greedy assignment
  for both supplier invoices (reference/amount/date/name) and receipts
  (weighted amount/merchant/date scoring)
- Add supplier invoice matching in transaction ingest pipeline
- Inject booking template suggestions into AI extraction prompts
- Surface matched documents in swipe categorization UI with one-tap booking
- Auto-activate missing BAS accounts during SIE import against full reference
- Add K2 filter toggle in Chart of Accounts manager
- Add receipt confirmation route with BFNAR representation fields
- Add database migrations for K2 support and document matching columns
- Remove obsolete extension migration scripts

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
Jakob Wennberg
2026-02-25 16:59:02 +01:00
co-authored by Claude Opus 4.6
parent 6956a757f3
commit 39e407644d
68 changed files with 19234 additions and 2412 deletions
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app/api/extensions/invoice-inbox/webhook/route.ts
+128 -29
View File
@@ -4,6 +4,8 @@ import { Webhook } from 'svix'
import { parseInboundPayload, extractAttachments, resolveUserFromEmail } from '@/extensions/general/invoice-inbox/lib/email-handler'
import { analyzeInvoice } from '@/extensions/general/invoice-inbox/lib/invoice-analyzer'
import { matchSupplier } from '@/extensions/general/invoice-inbox/lib/supplier-matcher'
import { classifyDocument } from '@/lib/documents/classifier'
import { processReceiptFromDocument } from '@/extensions/general/receipt-ocr/lib/receipt-pipeline'
import crypto from 'crypto'
function createServiceClient() {
@@ -19,11 +21,31 @@ function createServiceClient() {
)
}
/**
* Build raw email payload for BFL 7 kap. 2§ archiving.
* Includes full email headers and body — excludes binary attachment content.
*/
function buildRawEmailPayload(body: Record<string, unknown>, payload: { from: string; to: string; subject: string; created_at: string }): Record<string, unknown> {
return {
from: payload.from,
to: payload.to,
subject: payload.subject,
created_at: payload.created_at,
text: body.text ?? null,
html: body.html ?? null,
headers: body.headers ?? null,
message_id: body.message_id ?? null,
in_reply_to: body.in_reply_to ?? null,
references: body.references ?? null,
archived_at: new Date().toISOString(),
}
}
export async function POST(request: Request) {
// Verify webhook signature
const webhookSecret = process.env.RESEND_WEBHOOK_SECRET
if (!webhookSecret) {
console.error('[invoice-inbox] RESEND_WEBHOOK_SECRET not configured')
console.error('[document-inbox] RESEND_WEBHOOK_SECRET not configured')
return NextResponse.json({ error: 'Webhook not configured' }, { status: 500 })
}
@@ -61,15 +83,17 @@ export async function POST(request: Request) {
const userId = await resolveUserFromEmail(payload.to, supabase)
if (!userId) {
console.warn(`[invoice-inbox] No user found for email: ${payload.to}`)
console.warn(`[document-inbox] No user found for email: ${payload.to}`)
return NextResponse.json({ error: 'User not found' }, { status: 404 })
}
// Build raw email payload for BFL 7:2 archiving (no binary attachment content)
const rawEmailPayload = buildRawEmailPayload(body, payload)
// Extract file attachments
const attachments = extractAttachments(payload)
if (attachments.length === 0) {
// Create inbox item with error status (no attachments)
await supabase
.from('invoice_inbox_items')
.insert({
@@ -80,6 +104,7 @@ export async function POST(request: Request) {
email_subject: payload.subject,
email_received_at: payload.created_at,
error_message: 'No supported attachments found',
raw_email_payload: rawEmailPayload,
})
return NextResponse.json({ data: { processed: 0, message: 'No attachments' } })
@@ -99,7 +124,7 @@ export async function POST(request: Request) {
.upload(storagePath, buffer, { contentType: attachment.content_type })
if (uploadError) {
console.error('[invoice-inbox] Upload failed:', uploadError)
console.error('[document-inbox] Upload failed:', uploadError)
continue
}
@@ -120,7 +145,19 @@ export async function POST(request: Request) {
if (docError || !document) continue
// Create inbox item
// Classify document type
let documentType: 'supplier_invoice' | 'receipt' | 'government_letter' | 'unknown' = 'supplier_invoice'
let isReverseCharge = false
try {
const classification = await classifyDocument(attachment.content, attachment.content_type)
documentType = classification.type
isReverseCharge = classification.isReverseCharge ?? false
console.log(`[document-inbox] Classified as ${documentType} (confidence: ${classification.confidence})`)
} catch (classifyErr) {
console.error('[document-inbox] Classification failed, defaulting to supplier_invoice:', classifyErr)
}
// Create inbox item with document type and raw email payload
const { data: inboxItem, error: itemError } = await supabase
.from('invoice_inbox_items')
.insert({
@@ -131,41 +168,103 @@ export async function POST(request: Request) {
email_subject: payload.subject,
email_received_at: payload.created_at,
document_id: document.id,
document_type: documentType,
raw_email_payload: rawEmailPayload,
})
.select()
.single()
if (itemError || !inboxItem) continue
// Process: analyze invoice
// Route based on document type
try {
const extraction = await analyzeInvoice(attachment.content, attachment.content_type)
switch (documentType) {
case 'supplier_invoice': {
// Existing flow: analyze invoice + supplier match
const extraction = await analyzeInvoice(attachment.content, attachment.content_type)
// Supplier matching
let matchedSupplierId: string | null = null
const { data: suppliers } = await supabase
.from('suppliers')
.select('*')
.eq('user_id', userId)
// Store reverse charge flag from classifier in extracted data
const extractedData = {
...(extraction as unknown as Record<string, unknown>),
isReverseCharge,
}
if (suppliers && suppliers.length > 0) {
const match = matchSupplier(extraction, suppliers)
if (match && match.confidence >= 0.7) {
matchedSupplierId = match.supplierId
// Supplier matching
let matchedSupplierId: string | null = null
const { data: suppliers } = await supabase
.from('suppliers')
.select('*')
.eq('user_id', userId)
if (suppliers && suppliers.length > 0) {
const match = matchSupplier(extraction, suppliers)
if (match && match.confidence >= 0.7) {
matchedSupplierId = match.supplierId
}
}
await supabase
.from('invoice_inbox_items')
.update({
status: 'ready',
extracted_data: extractedData,
confidence: extraction.confidence,
matched_supplier_id: matchedSupplierId,
})
.eq('id', inboxItem.id)
break
}
case 'receipt': {
// Receipt pipeline: extract + categorize + match transactions
const { data: urlData } = supabase.storage.from('documents').getPublicUrl(storagePath)
const result = await processReceiptFromDocument(supabase, userId, attachment.content, attachment.content_type, {
documentId: document.id,
source: 'email',
emailFrom: payload.from,
storageUrl: urlData.publicUrl,
})
await supabase
.from('invoice_inbox_items')
.update({
status: 'ready',
linked_receipt_id: result.receipt.id,
confidence: result.receipt.extraction_confidence,
})
.eq('id', inboxItem.id)
break
}
case 'government_letter': {
// Store with status ready for manual review
await supabase
.from('invoice_inbox_items')
.update({
status: 'ready',
extracted_data: {
sender: payload.from,
subject: payload.subject,
body: typeof body.text === 'string' ? body.text : null,
},
})
.eq('id', inboxItem.id)
break
}
case 'unknown':
default: {
// Store with status ready for manual handling
await supabase
.from('invoice_inbox_items')
.update({ status: 'ready' })
.eq('id', inboxItem.id)
break
}
}
await supabase
.from('invoice_inbox_items')
.update({
status: 'ready',
extracted_data: extraction as unknown as Record<string, unknown>,
confidence: extraction.confidence,
matched_supplier_id: matchedSupplierId,
})
.eq('id', inboxItem.id)
} catch (err) {
const message = err instanceof Error ? err.message : 'Analysis failed'
const message = err instanceof Error ? err.message : 'Processing failed'
await supabase
.from('invoice_inbox_items')
.update({ status: 'error', error_message: message })
@@ -174,7 +273,7 @@ export async function POST(request: Request) {
processed.push(inboxItem.id)
} catch (err) {
console.error('[invoice-inbox] Processing attachment failed:', err)
console.error('[document-inbox] Processing attachment failed:', err)
}
}