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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
Download Patch File Download Diff File Expand all files Collapse all files
components/transactions/TransactionInboxCard.tsx
+29 -3
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@@ -6,7 +6,7 @@ import { Button } from '@/components/ui/button'
import { Badge } from '@/components/ui/badge'
import { Checkbox } from '@/components/ui/checkbox'
import { formatCurrency, formatDate } from '@/lib/utils'
import { ArrowUpRight, ArrowDownRight, FileText, Loader2, MessageSquareText } from 'lucide-react'
import { ArrowUpRight, ArrowDownRight, FileText, Loader2, MessageSquareText, Paperclip } from 'lucide-react'
import { Tooltip, TooltipTrigger, TooltipContent, TooltipProvider } from '@/components/ui/info-tooltip'
import { formatAccountWithName } from '@/lib/bookkeeping/client-account-names'
import type { TransactionWithInvoice, CategorizeHandler } from './transaction-types'
@@ -51,11 +51,13 @@ export default function TransactionInboxCard({
const isDisabled = processingId !== null && processingId !== transaction.id
const isIncome = transaction.amount > 0
const hasInvoiceMatch = !!transaction.potential_invoice && !transaction.invoice_id
const hasSupplierInvoiceMatch = !!transaction.potential_supplier_invoice && !transaction.supplier_invoice_id
const topSuggestion = suggestions?.[0]
const isUncategorized = transaction.is_business === null && !transaction.journal_entry_id
const showCheckbox = isBatchMode && isUncategorized
const hasWeakSuggestions = !topSuggestion || topSuggestion.confidence < 0.55
const showTemplateFallback = hasWeakSuggestions && templateSuggestions && templateSuggestions.length > 0
const hasDocumentMatch = !!transaction.matched_inbox_item
function handleSuggestionClick(suggestion: SuggestedCategory) {
if (onOpenQuickReview) {
@@ -80,7 +82,7 @@ export default function TransactionInboxCard({
>
<Card
className={`transition-colors ${
hasInvoiceMatch ? 'border-blue-500/50' : 'border-warning/50'
hasInvoiceMatch || hasSupplierInvoiceMatch ? 'border-blue-500/50' : 'border-warning/50'
} ${isSelected ? 'border-primary bg-primary/[0.02]' : ''} ${
isDisabled ? 'opacity-50' : ''
}`}
@@ -113,7 +115,16 @@ export default function TransactionInboxCard({
</div>
<div className="min-w-0">
<p className="font-medium truncate">{transaction.description}</p>
<p className="text-sm text-muted-foreground">{formatDate(transaction.date)}</p>
<div className="flex items-center gap-2">
<p className="text-sm text-muted-foreground">{formatDate(transaction.date)}</p>
{hasDocumentMatch && (
<Badge variant="secondary" className="text-xs gap-1">
<Paperclip className="h-3 w-3" />
{transaction.matched_inbox_item!.document_type === 'receipt' ? 'Kvitto' :
transaction.matched_inbox_item!.document_type === 'supplier_invoice' ? 'Faktura' : 'Dokument'}
</Badge>
)}
</div>
</div>
</div>
@@ -150,6 +161,21 @@ export default function TransactionInboxCard({
)}
Matcha Faktura {transaction.potential_invoice!.invoice_number}
</Button>
) : hasSupplierInvoiceMatch ? (
<Button
size="sm"
variant="default"
className="h-8 text-xs"
onClick={() => onOpenMatchDialog(transaction)}
disabled={isProcessing || isDisabled}
>
{isProcessing ? (
<Loader2 className="mr-1.5 h-3 w-3 animate-spin" />
) : (
<FileText className="mr-1.5 h-3 w-3" />
)}
Matcha Leverantörsfaktura {transaction.potential_supplier_invoice!.supplier_invoice_number}
</Button>
) : topSuggestion ? (
<Button
size="sm"