feat: unified document inbox, full BAS 2026, and document-transaction matching
- 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:
co-authored by
Claude Opus 4.6
parent
6956a757f3
commit
39e407644d
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'use client'
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import type { InvoiceInboxItem, DocumentClassificationType } from '@/types'
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import type { InvoiceExtractionResult } from '@/extensions/general/invoice-inbox/types'
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import { Card, CardContent } from '@/components/ui/card'
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import { Badge } from '@/components/ui/badge'
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import {
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getStatusLabel,
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getStatusVariant,
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getConfidenceLabel,
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formatExtractionSummary,
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getDocumentTypeLabel,
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getDocumentTypeVariant,
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} from '@/lib/extensions/invoice-inbox-utils'
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import { Mail, Upload, FileText, Receipt, Landmark } from 'lucide-react'
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interface DocumentInboxCardProps {
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item: InvoiceInboxItem
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onClick: () => void
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}
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function formatRelativeTime(dateStr: string): string {
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const now = new Date()
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const date = new Date(dateStr)
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const diffMs = now.getTime() - date.getTime()
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const diffMin = Math.floor(diffMs / 60000)
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if (diffMin < 1) return 'Just nu'
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if (diffMin < 60) return `${diffMin} min sedan`
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const diffH = Math.floor(diffMin / 60)
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if (diffH < 24) return `${diffH} tim sedan`
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const diffD = Math.floor(diffH / 24)
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if (diffD === 1) return 'Igår'
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return `${diffD} dagar sedan`
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}
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function formatSEK(amount: number): string {
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return new Intl.NumberFormat('sv-SE', {
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style: 'currency',
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currency: 'SEK',
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minimumFractionDigits: 0,
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maximumFractionDigits: 0,
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}).format(amount)
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}
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function getDocumentIcon(type: DocumentClassificationType) {
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switch (type) {
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case 'receipt':
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return <Receipt className="h-5 w-5 text-muted-foreground" />
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case 'government_letter':
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return <Landmark className="h-5 w-5 text-muted-foreground" />
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default:
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return <FileText className="h-5 w-5 text-muted-foreground" />
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}
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}
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function getSummaryText(item: InvoiceInboxItem): { label: string; total: number } {
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const type = item.document_type ?? 'supplier_invoice'
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switch (type) {
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case 'supplier_invoice': {
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const extraction = item.extracted_data as unknown as InvoiceExtractionResult | null
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const summary = formatExtractionSummary(extraction)
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return {
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label: (item.supplier as { name?: string } | undefined)?.name ?? (summary.supplierName || 'Okänd leverantör'),
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total: summary.total,
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}
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}
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case 'receipt': {
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const receipt = item.receipt as { merchant_name?: string; total_amount?: number } | undefined
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return {
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label: receipt?.merchant_name ?? 'Okänd handlare',
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total: receipt?.total_amount ?? 0,
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}
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}
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case 'government_letter': {
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return {
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label: item.email_from ?? 'Okänd avsändare',
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total: 0,
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}
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}
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default: {
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return { label: 'Granska manuellt', total: 0 }
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}
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}
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}
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export default function DocumentInboxCard({ item, onClick }: DocumentInboxCardProps) {
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const confidence = getConfidenceLabel(item.confidence)
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const statusVariant = getStatusVariant(item.status) as 'default' | 'secondary' | 'destructive' | 'outline' | 'success' | 'warning'
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const confidenceVariant = confidence.variant as 'default' | 'secondary' | 'destructive' | 'outline' | 'success' | 'warning'
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const docType = (item.document_type ?? 'supplier_invoice') as DocumentClassificationType
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const docTypeVariant = getDocumentTypeVariant(docType) as 'default' | 'secondary' | 'destructive' | 'outline' | 'success' | 'warning'
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const fileName = (item.document as { file_name?: string } | undefined)?.file_name ?? 'Okänd fil'
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const { label: summaryLabel, total } = getSummaryText(item)
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return (
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<Card
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className="cursor-pointer transition-colors hover:bg-accent/50"
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onClick={onClick}
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>
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<CardContent className="flex items-center gap-4 p-4">
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<div className="flex h-10 w-10 shrink-0 items-center justify-center rounded-lg bg-muted">
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{item.source === 'email' ? (
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<Mail className="h-5 w-5 text-muted-foreground" />
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) : (
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<Upload className="h-5 w-5 text-muted-foreground" />
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)}
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</div>
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<div className="flex-1 min-w-0">
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<div className="flex items-center gap-2">
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{getDocumentIcon(docType)}
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<span className="text-sm font-medium truncate">{fileName}</span>
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</div>
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<div className="flex items-center gap-2 mt-0.5">
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<span className={`text-sm truncate ${summaryLabel === 'Granska manuellt' ? 'text-muted-foreground/60 italic' : 'text-muted-foreground'}`}>
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{summaryLabel}
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</span>
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</div>
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</div>
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<div className="flex flex-col items-end gap-1 shrink-0">
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{total > 0 && (
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<span className="text-sm font-medium">{formatSEK(total)}</span>
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)}
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<div className="flex items-center gap-1.5">
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<Badge variant={docTypeVariant} className="text-[10px] px-1.5 py-0">
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{getDocumentTypeLabel(docType)}
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</Badge>
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{item.confidence != null && (
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<Badge variant={confidenceVariant} className="text-[10px] px-1.5 py-0">
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{confidence.label}
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</Badge>
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)}
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<Badge variant={statusVariant}>
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{getStatusLabel(item.status)}
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</Badge>
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</div>
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<span className="text-[11px] text-muted-foreground">
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{formatRelativeTime(item.created_at)}
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</span>
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</div>
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</CardContent>
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</Card>
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)
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}
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