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>
2026-02-25 16:59:02 +01:00
parent 6956a757f3
commit 39e407644d
68 changed files with 19234 additions and 2412 deletions
@@ -0,0 +1,238 @@
+import { describe, it, expect, vi, beforeEach } from 'vitest'
+
+// Mock server-only
+vi.mock('server-only', () => ({}))
+
+// Mock Anthropic SDK - vi.hoisted ensures the variable is available before vi.mock hoisting
+const { mockCreate } = vi.hoisted(() => {
+  const mockCreate = vi.fn()
+  return { mockCreate }
+})
+
+vi.mock('@anthropic-ai/sdk', () => {
+  return {
+    default: class MockAnthropic {
+      messages = { create: mockCreate }
+    },
+  }
+})
+
+import { classifyDocument } from '../classifier'
+
+function makeResponse(json: Record<string, unknown>) {
+  return {
+    content: [{ type: 'text', text: JSON.stringify(json) }],
+  }
+}
+
+describe('classifyDocument', () => {
+  beforeEach(() => {
+    vi.clearAllMocks()
+  })
+
+  it('classifies a supplier invoice', async () => {
+    mockCreate.mockResolvedValueOnce(
+      makeResponse({
+        type: 'supplier_invoice',
+        confidence: 0.95,
+        reasoning: 'Contains invoice number, bankgiro, and supplier details',
+        isReverseCharge: false,
+      })
+    )
+
+    const result = await classifyDocument('base64data', 'application/pdf')
+
+    expect(result.type).toBe('supplier_invoice')
+    expect(result.confidence).toBe(0.95)
+    expect(result.isReverseCharge).toBe(false)
+  })
+
+  it('classifies a receipt', async () => {
+    mockCreate.mockResolvedValueOnce(
+      makeResponse({
+        type: 'receipt',
+        confidence: 0.92,
+        reasoning: 'Store receipt with line items and total',
+      })
+    )
+
+    const result = await classifyDocument('base64data', 'image/jpeg')
+
+    expect(result.type).toBe('receipt')
+    expect(result.confidence).toBe(0.92)
+    expect(result.isReverseCharge).toBeUndefined()
+  })
+
+  it('classifies a government letter', async () => {
+    mockCreate.mockResolvedValueOnce(
+      makeResponse({
+        type: 'government_letter',
+        confidence: 0.88,
+        reasoning: 'Letter from Skatteverket',
+      })
+    )
+
+    const result = await classifyDocument('base64data', 'application/pdf')
+
+    expect(result.type).toBe('government_letter')
+    expect(result.confidence).toBe(0.88)
+    expect(result.isReverseCharge).toBeUndefined()
+  })
+
+  it('classifies unknown documents', async () => {
+    mockCreate.mockResolvedValueOnce(
+      makeResponse({
+        type: 'unknown',
+        confidence: 0.5,
+        reasoning: 'Cannot determine document type',
+      })
+    )
+
+    const result = await classifyDocument('base64data', 'image/png')
+
+    expect(result.type).toBe('unknown')
+    expect(result.confidence).toBe(0.5)
+  })
+
+  it('detects reverse charge on EU invoices', async () => {
+    mockCreate.mockResolvedValueOnce(
+      makeResponse({
+        type: 'supplier_invoice',
+        confidence: 0.93,
+        reasoning: 'EU invoice with reverse charge',
+        isReverseCharge: true,
+      })
+    )
+
+    const result = await classifyDocument('base64data', 'application/pdf')
+
+    expect(result.type).toBe('supplier_invoice')
+    expect(result.isReverseCharge).toBe(true)
+  })
+
+  it('retries on API error', async () => {
+    mockCreate
+      .mockRejectedValueOnce(new Error('API timeout'))
+      .mockResolvedValueOnce(
+        makeResponse({
+          type: 'receipt',
+          confidence: 0.9,
+          reasoning: 'Receipt',
+        })
+      )
+
+    const result = await classifyDocument('base64data', 'image/jpeg')
+
+    expect(result.type).toBe('receipt')
+    expect(mockCreate).toHaveBeenCalledTimes(2)
+  })
+
+  it('throws on JSON parse error without retry', async () => {
+    mockCreate.mockResolvedValueOnce({
+      content: [{ type: 'text', text: 'not valid json' }],
+    })
+
+    await expect(classifyDocument('base64data', 'image/jpeg')).rejects.toThrow(
+      'Failed to parse AI response'
+    )
+    expect(mockCreate).toHaveBeenCalledTimes(1)
+  })
+
+  it('throws on unsupported MIME type', async () => {
+    await expect(classifyDocument('base64data', 'text/plain')).rejects.toThrow(
+      'Unsupported file type: text/plain'
+    )
+    expect(mockCreate).not.toHaveBeenCalled()
+  })
+
+  it('falls back to unknown for invalid type values', async () => {
+    mockCreate.mockResolvedValueOnce(
+      makeResponse({
+        type: 'invalid_type',
+        confidence: 0.8,
+        reasoning: 'Test',
+      })
+    )
+
+    const result = await classifyDocument('base64data', 'image/jpeg')
+
+    expect(result.type).toBe('unknown')
+  })
+
+  it('handles PDF content blocks correctly', async () => {
+    mockCreate.mockResolvedValueOnce(
+      makeResponse({
+        type: 'supplier_invoice',
+        confidence: 0.95,
+        reasoning: 'PDF invoice',
+        isReverseCharge: false,
+      })
+    )
+
+    await classifyDocument('base64data', 'application/pdf')
+
+    expect(mockCreate).toHaveBeenCalledWith(
+      expect.objectContaining({
+        messages: [
+          {
+            role: 'user',
+            content: expect.arrayContaining([
+              expect.objectContaining({ type: 'document' }),
+            ]),
+          },
+        ],
+      })
+    )
+  })
+
+  it('handles image content blocks correctly', async () => {
+    mockCreate.mockResolvedValueOnce(
+      makeResponse({
+        type: 'receipt',
+        confidence: 0.9,
+        reasoning: 'Image receipt',
+      })
+    )
+
+    await classifyDocument('base64data', 'image/png')
+
+    expect(mockCreate).toHaveBeenCalledWith(
+      expect.objectContaining({
+        messages: [
+          {
+            role: 'user',
+            content: expect.arrayContaining([
+              expect.objectContaining({ type: 'image' }),
+            ]),
+          },
+        ],
+      })
+    )
+  })
+
+  it('strips markdown code blocks from response', async () => {
+    mockCreate.mockResolvedValueOnce({
+      content: [
+        {
+          type: 'text',
+          text: '```json\n{"type":"receipt","confidence":0.9,"reasoning":"Test"}\n```',
+        },
+      ],
+    })
+
+    const result = await classifyDocument('base64data', 'image/jpeg')
+    expect(result.type).toBe('receipt')
+  })
+
+  it('throws after max retries', async () => {
+    mockCreate
+      .mockRejectedValueOnce(new Error('API error 1'))
+      .mockRejectedValueOnce(new Error('API error 2'))
+      .mockRejectedValueOnce(new Error('API error 3'))
+
+    await expect(classifyDocument('base64data', 'image/jpeg')).rejects.toThrow(
+      'Document classification failed after 3 attempts'
+    )
+    expect(mockCreate).toHaveBeenCalledTimes(3)
+  })
+})