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:
Jakob Wennberg
co-authored by
Claude Opus 4.6
Claude Opus 4.6
parent
6956a757f3
commit
39e407644d
@@ -0,0 +1,238 @@
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import { describe, it, expect, vi, beforeEach } from 'vitest'
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// Mock server-only
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vi.mock('server-only', () => ({}))
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// Mock Anthropic SDK - vi.hoisted ensures the variable is available before vi.mock hoisting
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const { mockCreate } = vi.hoisted(() => {
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const mockCreate = vi.fn()
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return { mockCreate }
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})
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vi.mock('@anthropic-ai/sdk', () => {
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return {
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default: class MockAnthropic {
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messages = { create: mockCreate }
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},
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}
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})
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import { classifyDocument } from '../classifier'
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function makeResponse(json: Record<string, unknown>) {
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return {
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content: [{ type: 'text', text: JSON.stringify(json) }],
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}
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}
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describe('classifyDocument', () => {
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beforeEach(() => {
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vi.clearAllMocks()
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})
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it('classifies a supplier invoice', async () => {
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mockCreate.mockResolvedValueOnce(
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makeResponse({
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type: 'supplier_invoice',
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confidence: 0.95,
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reasoning: 'Contains invoice number, bankgiro, and supplier details',
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isReverseCharge: false,
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})
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)
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const result = await classifyDocument('base64data', 'application/pdf')
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expect(result.type).toBe('supplier_invoice')
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expect(result.confidence).toBe(0.95)
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expect(result.isReverseCharge).toBe(false)
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})
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it('classifies a receipt', async () => {
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mockCreate.mockResolvedValueOnce(
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makeResponse({
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type: 'receipt',
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confidence: 0.92,
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reasoning: 'Store receipt with line items and total',
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})
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)
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const result = await classifyDocument('base64data', 'image/jpeg')
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expect(result.type).toBe('receipt')
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expect(result.confidence).toBe(0.92)
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expect(result.isReverseCharge).toBeUndefined()
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})
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it('classifies a government letter', async () => {
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mockCreate.mockResolvedValueOnce(
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makeResponse({
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type: 'government_letter',
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confidence: 0.88,
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reasoning: 'Letter from Skatteverket',
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})
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)
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const result = await classifyDocument('base64data', 'application/pdf')
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expect(result.type).toBe('government_letter')
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expect(result.confidence).toBe(0.88)
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expect(result.isReverseCharge).toBeUndefined()
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})
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it('classifies unknown documents', async () => {
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mockCreate.mockResolvedValueOnce(
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makeResponse({
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type: 'unknown',
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confidence: 0.5,
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reasoning: 'Cannot determine document type',
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})
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)
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const result = await classifyDocument('base64data', 'image/png')
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expect(result.type).toBe('unknown')
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expect(result.confidence).toBe(0.5)
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})
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it('detects reverse charge on EU invoices', async () => {
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mockCreate.mockResolvedValueOnce(
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makeResponse({
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type: 'supplier_invoice',
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confidence: 0.93,
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reasoning: 'EU invoice with reverse charge',
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isReverseCharge: true,
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})
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)
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const result = await classifyDocument('base64data', 'application/pdf')
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expect(result.type).toBe('supplier_invoice')
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expect(result.isReverseCharge).toBe(true)
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})
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it('retries on API error', async () => {
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mockCreate
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.mockRejectedValueOnce(new Error('API timeout'))
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.mockResolvedValueOnce(
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makeResponse({
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type: 'receipt',
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confidence: 0.9,
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reasoning: 'Receipt',
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})
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)
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const result = await classifyDocument('base64data', 'image/jpeg')
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expect(result.type).toBe('receipt')
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expect(mockCreate).toHaveBeenCalledTimes(2)
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})
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it('throws on JSON parse error without retry', async () => {
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mockCreate.mockResolvedValueOnce({
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content: [{ type: 'text', text: 'not valid json' }],
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})
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await expect(classifyDocument('base64data', 'image/jpeg')).rejects.toThrow(
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'Failed to parse AI response'
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)
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expect(mockCreate).toHaveBeenCalledTimes(1)
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})
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it('throws on unsupported MIME type', async () => {
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await expect(classifyDocument('base64data', 'text/plain')).rejects.toThrow(
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'Unsupported file type: text/plain'
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)
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expect(mockCreate).not.toHaveBeenCalled()
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})
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it('falls back to unknown for invalid type values', async () => {
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mockCreate.mockResolvedValueOnce(
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makeResponse({
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type: 'invalid_type',
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confidence: 0.8,
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reasoning: 'Test',
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})
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)
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const result = await classifyDocument('base64data', 'image/jpeg')
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expect(result.type).toBe('unknown')
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})
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it('handles PDF content blocks correctly', async () => {
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mockCreate.mockResolvedValueOnce(
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makeResponse({
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type: 'supplier_invoice',
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confidence: 0.95,
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reasoning: 'PDF invoice',
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isReverseCharge: false,
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})
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)
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await classifyDocument('base64data', 'application/pdf')
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expect(mockCreate).toHaveBeenCalledWith(
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expect.objectContaining({
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messages: [
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{
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role: 'user',
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content: expect.arrayContaining([
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expect.objectContaining({ type: 'document' }),
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]),
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},
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],
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})
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)
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})
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it('handles image content blocks correctly', async () => {
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mockCreate.mockResolvedValueOnce(
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makeResponse({
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type: 'receipt',
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confidence: 0.9,
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reasoning: 'Image receipt',
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})
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)
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await classifyDocument('base64data', 'image/png')
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expect(mockCreate).toHaveBeenCalledWith(
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expect.objectContaining({
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messages: [
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{
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role: 'user',
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content: expect.arrayContaining([
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expect.objectContaining({ type: 'image' }),
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]),
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},
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],
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})
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)
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})
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it('strips markdown code blocks from response', async () => {
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mockCreate.mockResolvedValueOnce({
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content: [
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{
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type: 'text',
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text: '```json\n{"type":"receipt","confidence":0.9,"reasoning":"Test"}\n```',
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},
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],
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})
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const result = await classifyDocument('base64data', 'image/jpeg')
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expect(result.type).toBe('receipt')
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})
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it('throws after max retries', async () => {
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mockCreate
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.mockRejectedValueOnce(new Error('API error 1'))
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.mockRejectedValueOnce(new Error('API error 2'))
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.mockRejectedValueOnce(new Error('API error 3'))
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await expect(classifyDocument('base64data', 'image/jpeg')).rejects.toThrow(
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'Document classification failed after 3 attempts'
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)
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expect(mockCreate).toHaveBeenCalledTimes(3)
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})
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})
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@@ -0,0 +1,107 @@
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import { describe, it, expect } from 'vitest'
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import {
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levenshteinDistance,
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normalizeMerchantName,
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calculateMerchantSimilarity,
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calculateMatchConfidence,
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} from '../core-receipt-matcher'
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describe('levenshteinDistance', () => {
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it('returns 0 for identical strings', () => {
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expect(levenshteinDistance('abc', 'abc')).toBe(0)
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})
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it('returns length of other string for empty string', () => {
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expect(levenshteinDistance('', 'abc')).toBe(3)
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expect(levenshteinDistance('abc', '')).toBe(3)
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})
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it('calculates correct edit distance', () => {
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expect(levenshteinDistance('kitten', 'sitting')).toBe(3)
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expect(levenshteinDistance('saturday', 'sunday')).toBe(3)
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})
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})
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describe('normalizeMerchantName', () => {
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it('lowercases and trims', () => {
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expect(normalizeMerchantName(' ICA MAXI ')).toBe('ica maxi')
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})
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it('removes Swedish company suffixes', () => {
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expect(normalizeMerchantName('Telia AB')).toBe('telia')
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})
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it('removes special characters but keeps Swedish letters', () => {
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expect(normalizeMerchantName('Café Överkås!')).toBe('café överkås')
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})
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it('collapses whitespace', () => {
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expect(normalizeMerchantName('ica maxi stockholm')).toBe('ica maxi stockholm')
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})
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})
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describe('calculateMerchantSimilarity', () => {
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it('returns 1 for exact match', () => {
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expect(calculateMerchantSimilarity('ICA Maxi', 'ICA Maxi')).toBe(1)
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})
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it('returns 1 for match after normalization', () => {
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expect(calculateMerchantSimilarity('Telia AB', 'telia')).toBe(1)
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})
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it('returns 0.9 when one contains the other', () => {
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expect(calculateMerchantSimilarity('ICA', 'ICA MAXI STOCKHOLM')).toBe(0.9)
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})
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it('returns 0 for empty strings', () => {
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expect(calculateMerchantSimilarity('', 'abc')).toBe(0)
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expect(calculateMerchantSimilarity('abc', '')).toBe(0)
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})
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it('returns score between 0 and 1 for partial matches', () => {
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const score = calculateMerchantSimilarity('ICA Maxi', 'Coop Forum')
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expect(score).toBeGreaterThanOrEqual(0)
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expect(score).toBeLessThanOrEqual(1)
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})
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it('gives high score for word overlap', () => {
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const score = calculateMerchantSimilarity('ICA Maxi Stockholm', 'ICA Maxi Solna')
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expect(score).toBeGreaterThan(0.7)
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})
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})
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describe('calculateMatchConfidence', () => {
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it('gives high confidence for exact date + amount + merchant', () => {
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const { confidence, matchReasons } = calculateMatchConfidence(0, 0, 1.0)
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expect(confidence).toBeGreaterThan(0.9)
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expect(matchReasons).toContain('Exakt datum')
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expect(matchReasons).toContain('Exakt belopp')
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expect(matchReasons).toContain('Handlare matchar')
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})
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it('gives lower confidence when date is off', () => {
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const exact = calculateMatchConfidence(0, 0, 1.0)
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const dateOff = calculateMatchConfidence(2, 0, 1.0)
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expect(dateOff.confidence).toBeLessThan(exact.confidence)
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})
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it('gives lower confidence when amount is off', () => {
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const exact = calculateMatchConfidence(0, 0, 1.0)
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const amountOff = calculateMatchConfidence(0, 0.03, 1.0)
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expect(amountOff.confidence).toBeLessThan(exact.confidence)
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})
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it('gives lower confidence with no merchant similarity when other signals are imperfect', () => {
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// With imperfect date/amount, missing merchant signal lowers overall confidence
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const withMerchant = calculateMatchConfidence(1, 0.02, 0.8)
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const noMerchant = calculateMatchConfidence(1, 0.02, 0)
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expect(noMerchant.confidence).toBeLessThan(withMerchant.confidence)
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})
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it('respects custom tolerances', () => {
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// With wider tolerance, same variance should give higher score
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const narrow = calculateMatchConfidence(2, 0.03, 0.5, 3, 0.05)
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const wide = calculateMatchConfidence(2, 0.03, 0.5, 7, 0.10)
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expect(wide.confidence).toBeGreaterThan(narrow.confidence)
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})
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})
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@@ -0,0 +1,352 @@
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import { describe, it, expect, vi, beforeEach } from 'vitest'
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import { matchDocumentToTransactions } from '../document-matcher'
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import { makeInvoiceInboxItem, makeTransaction } from '@/tests/helpers'
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import type { InvoiceExtractionResult, ReceiptExtractionResult, Transaction } from '@/types'
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describe('matchDocumentToTransactions', () => {
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const mockSupabase = {} as never // Not used when candidateTransactions is provided
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beforeEach(() => {
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vi.clearAllMocks()
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})
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describe('supplier_invoice matching', () => {
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const baseExtraction: InvoiceExtractionResult = {
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supplier: {
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name: 'Telia AB',
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orgNumber: '556103-4249',
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vatNumber: 'SE556103424901',
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address: 'Stockholm',
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bankgiro: '5820-5093',
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plusgiro: null,
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},
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invoice: {
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invoiceNumber: 'INV-2024-001',
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invoiceDate: '2024-06-10',
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dueDate: '2024-06-20',
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paymentReference: '73401284756',
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currency: 'SEK',
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},
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lineItems: [],
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totals: { subtotal: 800, vatAmount: 200, total: 1000 },
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vatBreakdown: [],
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confidence: 0.95,
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}
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it('returns null for government_letter type', async () => {
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const item = makeInvoiceInboxItem({
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document_type: 'government_letter',
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extracted_data: baseExtraction as unknown as Record<string, unknown>,
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})
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const result = await matchDocumentToTransactions(mockSupabase, 'user-1', item, [])
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expect(result).toBeNull()
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})
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it('returns null when no extracted_data', async () => {
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const item = makeInvoiceInboxItem({ extracted_data: null })
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const result = await matchDocumentToTransactions(mockSupabase, 'user-1', item, [])
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expect(result).toBeNull()
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})
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it('returns null when no candidate transactions', async () => {
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const item = makeInvoiceInboxItem({
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status: 'ready',
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extracted_data: baseExtraction as unknown as Record<string, unknown>,
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})
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const result = await matchDocumentToTransactions(mockSupabase, 'user-1', item, [])
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expect(result).toBeNull()
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})
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it('pass 1: matches by payment reference with 0.98 confidence', async () => {
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const item = makeInvoiceInboxItem({
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status: 'ready',
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extracted_data: baseExtraction as unknown as Record<string, unknown>,
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})
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const tx = makeTransaction({
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amount: -1000,
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reference: '73401284756',
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date: '2024-06-20',
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})
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const result = await matchDocumentToTransactions(mockSupabase, 'user-1', item, [tx])
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expect(result).not.toBeNull()
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expect(result!.confidence).toBe(0.98)
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expect(result!.method).toBe('payment_reference')
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expect(result!.transactionId).toBe(tx.id)
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})
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it('pass 1: matches with whitespace/dash-normalized references', async () => {
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const item = makeInvoiceInboxItem({
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status: 'ready',
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extracted_data: baseExtraction as unknown as Record<string, unknown>,
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})
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const tx = makeTransaction({
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amount: -1000,
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reference: '734 012 847 56',
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date: '2024-06-20',
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})
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const result = await matchDocumentToTransactions(mockSupabase, 'user-1', item, [tx])
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expect(result).not.toBeNull()
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expect(result!.confidence).toBe(0.98)
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expect(result!.method).toBe('payment_reference')
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})
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it('pass 2: matches by exact amount + bankgiro with 0.92 confidence', async () => {
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const extractionNoRef = {
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...baseExtraction,
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invoice: { ...baseExtraction.invoice, paymentReference: null },
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}
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const item = makeInvoiceInboxItem({
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status: 'ready',
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extracted_data: extractionNoRef as unknown as Record<string, unknown>,
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})
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const tx = makeTransaction({
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amount: -1000,
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reference: null,
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description: 'BETALNING 58205093',
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date: '2024-06-20',
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})
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const result = await matchDocumentToTransactions(mockSupabase, 'user-1', item, [tx])
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expect(result).not.toBeNull()
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expect(result!.confidence).toBe(0.92)
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expect(result!.method).toBe('payment_reference')
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})
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it('pass 3: matches by exact amount + date proximity with 0.85 confidence', async () => {
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const extractionNoBg = {
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...baseExtraction,
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invoice: { ...baseExtraction.invoice, paymentReference: null },
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supplier: { ...baseExtraction.supplier, bankgiro: null, plusgiro: null },
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}
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const item = makeInvoiceInboxItem({
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status: 'ready',
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extracted_data: extractionNoBg as unknown as Record<string, unknown>,
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})
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const tx = makeTransaction({
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amount: -1000,
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reference: null,
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description: 'PAYMENT',
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date: '2024-06-22',
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merchant_name: null,
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})
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|
||||
const result = await matchDocumentToTransactions(mockSupabase, 'user-1', item, [tx])
|
||||
expect(result).not.toBeNull()
|
||||
expect(result!.confidence).toBe(0.85)
|
||||
expect(result!.method).toBe('amount_date')
|
||||
})
|
||||
|
||||
it('pass 3: matches with lower confidence at 6–14 days', async () => {
|
||||
const extractionNoBg = {
|
||||
...baseExtraction,
|
||||
invoice: { ...baseExtraction.invoice, paymentReference: null },
|
||||
supplier: { ...baseExtraction.supplier, bankgiro: null, plusgiro: null },
|
||||
}
|
||||
const item = makeInvoiceInboxItem({
|
||||
status: 'ready',
|
||||
extracted_data: extractionNoBg as unknown as Record<string, unknown>,
|
||||
})
|
||||
const tx = makeTransaction({
|
||||
amount: -1000,
|
||||
reference: null,
|
||||
description: 'PAYMENT',
|
||||
date: '2024-06-28', // 8 days after due date
|
||||
merchant_name: null,
|
||||
})
|
||||
|
||||
const result = await matchDocumentToTransactions(mockSupabase, 'user-1', item, [tx])
|
||||
expect(result).not.toBeNull()
|
||||
expect(result!.confidence).toBe(0.75)
|
||||
expect(result!.method).toBe('amount_date')
|
||||
})
|
||||
|
||||
it('pass 3: does not match if date is >14 days away', async () => {
|
||||
const extractionNoBg = {
|
||||
...baseExtraction,
|
||||
invoice: { ...baseExtraction.invoice, paymentReference: null },
|
||||
supplier: { ...baseExtraction.supplier, bankgiro: null, plusgiro: null },
|
||||
}
|
||||
const item = makeInvoiceInboxItem({
|
||||
status: 'ready',
|
||||
extracted_data: extractionNoBg as unknown as Record<string, unknown>,
|
||||
})
|
||||
const tx = makeTransaction({
|
||||
amount: -1000,
|
||||
reference: null,
|
||||
description: 'PAYMENT',
|
||||
date: '2024-07-06', // 16 days after due date
|
||||
merchant_name: null,
|
||||
})
|
||||
|
||||
const result = await matchDocumentToTransactions(mockSupabase, 'user-1', item, [tx])
|
||||
expect(result).toBeNull()
|
||||
})
|
||||
|
||||
it('pass 4: matches by fuzzy amount + supplier name with 0.70 confidence', async () => {
|
||||
const extractionMinimal = {
|
||||
...baseExtraction,
|
||||
invoice: {
|
||||
...baseExtraction.invoice,
|
||||
paymentReference: null,
|
||||
dueDate: null,
|
||||
invoiceDate: null,
|
||||
},
|
||||
supplier: {
|
||||
...baseExtraction.supplier,
|
||||
bankgiro: null,
|
||||
plusgiro: null,
|
||||
name: 'Telia Sverige',
|
||||
},
|
||||
}
|
||||
const item = makeInvoiceInboxItem({
|
||||
status: 'ready',
|
||||
extracted_data: extractionMinimal as unknown as Record<string, unknown>,
|
||||
})
|
||||
const tx = makeTransaction({
|
||||
amount: -1000,
|
||||
reference: null,
|
||||
description: 'telia faktura april',
|
||||
date: '2024-06-15',
|
||||
merchant_name: null,
|
||||
})
|
||||
|
||||
const result = await matchDocumentToTransactions(mockSupabase, 'user-1', item, [tx])
|
||||
expect(result).not.toBeNull()
|
||||
expect(result!.confidence).toBe(0.70)
|
||||
expect(result!.method).toBe('amount_merchant')
|
||||
})
|
||||
|
||||
it('prefers higher confidence matches', async () => {
|
||||
const item = makeInvoiceInboxItem({
|
||||
status: 'ready',
|
||||
extracted_data: baseExtraction as unknown as Record<string, unknown>,
|
||||
})
|
||||
|
||||
const txWithRef = makeTransaction({
|
||||
amount: -1000,
|
||||
reference: '73401284756',
|
||||
date: '2024-06-20',
|
||||
})
|
||||
const txWithAmount = makeTransaction({
|
||||
amount: -1000,
|
||||
reference: null,
|
||||
description: 'BETALNING',
|
||||
date: '2024-06-20',
|
||||
})
|
||||
|
||||
const result = await matchDocumentToTransactions(mockSupabase, 'user-1', item, [txWithAmount, txWithRef])
|
||||
expect(result!.confidence).toBe(0.98)
|
||||
expect(result!.transactionId).toBe(txWithRef.id)
|
||||
})
|
||||
})
|
||||
|
||||
describe('receipt matching', () => {
|
||||
const receiptExtraction: ReceiptExtractionResult = {
|
||||
merchant: {
|
||||
name: 'ICA Maxi',
|
||||
orgNumber: null,
|
||||
vatNumber: null,
|
||||
isForeign: false,
|
||||
},
|
||||
receipt: {
|
||||
date: '2024-06-15',
|
||||
time: '14:30',
|
||||
currency: 'SEK',
|
||||
},
|
||||
lineItems: [],
|
||||
totals: { subtotal: 239.2, vatAmount: 59.8, total: 299 },
|
||||
flags: {
|
||||
isRestaurant: false,
|
||||
isSystembolaget: false,
|
||||
isForeignMerchant: false,
|
||||
},
|
||||
confidence: 0.92,
|
||||
}
|
||||
|
||||
it('matches receipt to transaction with high confidence', async () => {
|
||||
const item = makeInvoiceInboxItem({
|
||||
document_type: 'receipt',
|
||||
status: 'ready',
|
||||
extracted_data: receiptExtraction as unknown as Record<string, unknown>,
|
||||
})
|
||||
const tx = makeTransaction({
|
||||
amount: -299,
|
||||
date: '2024-06-15',
|
||||
merchant_name: 'ICA Maxi',
|
||||
description: 'ICA MAXI STOCKHOLM',
|
||||
})
|
||||
|
||||
const result = await matchDocumentToTransactions(mockSupabase, 'user-1', item, [tx])
|
||||
expect(result).not.toBeNull()
|
||||
expect(result!.method).toBe('receipt_match')
|
||||
expect(result!.confidence).toBeGreaterThanOrEqual(0.60)
|
||||
})
|
||||
|
||||
it('returns null when amount is too different', async () => {
|
||||
const item = makeInvoiceInboxItem({
|
||||
document_type: 'receipt',
|
||||
status: 'ready',
|
||||
extracted_data: receiptExtraction as unknown as Record<string, unknown>,
|
||||
})
|
||||
const tx = makeTransaction({
|
||||
amount: -500,
|
||||
date: '2024-06-15',
|
||||
merchant_name: 'ICA Maxi',
|
||||
})
|
||||
|
||||
const result = await matchDocumentToTransactions(mockSupabase, 'user-1', item, [tx])
|
||||
expect(result).toBeNull()
|
||||
})
|
||||
|
||||
it('returns null when date is too far away', async () => {
|
||||
const item = makeInvoiceInboxItem({
|
||||
document_type: 'receipt',
|
||||
status: 'ready',
|
||||
extracted_data: receiptExtraction as unknown as Record<string, unknown>,
|
||||
})
|
||||
const tx = makeTransaction({
|
||||
amount: -299,
|
||||
date: '2024-06-25', // 10 days after
|
||||
merchant_name: 'ICA Maxi',
|
||||
})
|
||||
|
||||
const result = await matchDocumentToTransactions(mockSupabase, 'user-1', item, [tx])
|
||||
expect(result).toBeNull()
|
||||
})
|
||||
|
||||
it('skips transactions with existing receipt_id', async () => {
|
||||
const item = makeInvoiceInboxItem({
|
||||
document_type: 'receipt',
|
||||
status: 'ready',
|
||||
extracted_data: receiptExtraction as unknown as Record<string, unknown>,
|
||||
})
|
||||
const tx = makeTransaction({
|
||||
amount: -299,
|
||||
date: '2024-06-15',
|
||||
merchant_name: 'ICA Maxi',
|
||||
receipt_id: 'existing-receipt',
|
||||
})
|
||||
|
||||
const result = await matchDocumentToTransactions(mockSupabase, 'user-1', item, [tx])
|
||||
expect(result).toBeNull()
|
||||
})
|
||||
|
||||
it('returns null when total is 0 or null', async () => {
|
||||
const zeroExtraction = {
|
||||
...receiptExtraction,
|
||||
totals: { ...receiptExtraction.totals, total: 0 },
|
||||
}
|
||||
const item = makeInvoiceInboxItem({
|
||||
document_type: 'receipt',
|
||||
status: 'ready',
|
||||
extracted_data: zeroExtraction as unknown as Record<string, unknown>,
|
||||
})
|
||||
const tx = makeTransaction({ amount: -299, date: '2024-06-15' })
|
||||
|
||||
const result = await matchDocumentToTransactions(mockSupabase, 'user-1', item, [tx])
|
||||
expect(result).toBeNull()
|
||||
})
|
||||
})
|
||||
})
|
||||
Reference in New Issue
Block a user