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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
lib/transactions/__tests__/ingest.test.ts
+38
View File
@@ -134,6 +134,8 @@ describe('ingestTransactions', () => {
// Booked transaction map query (no booked transactions)
enqueue({ data: [], error: null })
// Supplier invoices fetch (no unpaid invoices)
enqueue({ data: [], error: null })
// Dedup check returns null (no existing row)
enqueue({ data: null, error: null })
// Insert returns the new transaction
@@ -158,6 +160,8 @@ describe('ingestTransactions', () => {
// Booked transaction map query
enqueue({ data: [], error: null })
// Supplier invoices fetch
enqueue({ data: [], error: null })
// Dedup check returns an existing record
enqueue({ data: { id: 'existing-tx-1' }, error: null })
@@ -177,6 +181,8 @@ describe('ingestTransactions', () => {
// Booked transaction map query
enqueue({ data: [], error: null })
// Supplier invoices fetch
enqueue({ data: [], error: null })
// Dedup check: no duplicate
enqueue({ data: null, error: null })
// Insert fails
@@ -203,6 +209,8 @@ describe('ingestTransactions', () => {
// Booked transaction map query
enqueue({ data: [], error: null })
// Supplier invoices fetch
enqueue({ data: [], error: null })
// Dedup: no duplicate
enqueue({ data: null, error: null })
// Insert returns the new transaction
@@ -243,6 +251,8 @@ describe('ingestTransactions', () => {
// Booked transaction map query
enqueue({ data: [], error: null })
// Supplier invoices fetch
enqueue({ data: [], error: null })
// Dedup: no duplicate
enqueue({ data: null, error: null })
// Insert
@@ -272,6 +282,8 @@ describe('ingestTransactions', () => {
// Booked transaction map query
enqueue({ data: [], error: null })
// Supplier invoices fetch
enqueue({ data: [], error: null })
// Dedup: no duplicate
enqueue({ data: null, error: null })
// Insert
@@ -308,6 +320,8 @@ describe('ingestTransactions', () => {
// Booked transaction map query
enqueue({ data: [], error: null })
// Supplier invoices fetch
enqueue({ data: [], error: null })
// Dedup: no duplicate
enqueue({ data: null, error: null })
// Insert
@@ -337,6 +351,8 @@ describe('ingestTransactions', () => {
// Booked transaction map query
enqueue({ data: [], error: null })
// Supplier invoices fetch
enqueue({ data: [], error: null })
// Dedup: no duplicate
enqueue({ data: null, error: null })
// Insert
@@ -365,6 +381,8 @@ describe('ingestTransactions', () => {
// Booked transaction map query
enqueue({ data: [], error: null })
// Supplier invoices fetch
enqueue({ data: [], error: null })
// Transaction 1: dedup (no match), insert OK
enqueue({ data: null, error: null })
enqueue({ data: inserted1, error: null })
@@ -402,6 +420,8 @@ describe('ingestTransactions', () => {
// Booked transaction map query
enqueue({ data: [], error: null })
// Supplier invoices fetch
enqueue({ data: [], error: null })
// Transaction rawNew: dedup (no match), insert OK
enqueue({ data: null, error: null })
enqueue({ data: insertedNew, error: null })
@@ -474,6 +494,8 @@ describe('ingestTransactions', () => {
// Booked transaction map query
enqueue({ data: [], error: null })
// Supplier invoices fetch
enqueue({ data: [], error: null })
enqueue({ data: null, error: null })
enqueue({ data: inserted, error: null })
@@ -498,6 +520,8 @@ describe('ingestTransactions', () => {
// Booked transaction map query
enqueue({ data: [], error: null })
// Supplier invoices fetch
enqueue({ data: [], error: null })
enqueue({ data: null, error: null })
enqueue({ data: inserted, error: null })
@@ -548,6 +572,8 @@ describe('ingestTransactions', () => {
// Booked transaction map query
enqueue({ data: [], error: null })
// Supplier invoices fetch
enqueue({ data: [], error: null })
// Dedup: no duplicate
enqueue({ data: null, error: null })
// Insert
@@ -590,6 +616,8 @@ describe('ingestTransactions', () => {
// Booked transaction map query
enqueue({ data: [], error: null })
// Supplier invoices fetch
enqueue({ data: [], error: null })
// Dedup: no duplicate
enqueue({ data: null, error: null })
// Insert
@@ -617,6 +645,8 @@ describe('ingestTransactions', () => {
// Booked transaction map query
enqueue({ data: [], error: null })
// Supplier invoices fetch
enqueue({ data: [], error: null })
// Dedup: no duplicate
enqueue({ data: null, error: null })
// Insert
@@ -647,6 +677,8 @@ describe('ingestTransactions', () => {
data: [{ date: '2024-06-15', amount: -250 }],
error: null,
})
// Supplier invoices fetch
enqueue({ data: [], error: null })
// external_id dedup: no match (different source)
enqueue({ data: null, error: null })
@@ -670,6 +702,8 @@ describe('ingestTransactions', () => {
data: [{ date: '2024-06-15', amount: -250 }],
error: null,
})
// Supplier invoices fetch
enqueue({ data: [], error: null })
// external_id dedup: no match
enqueue({ data: null, error: null })
// Insert
@@ -702,6 +736,8 @@ describe('ingestTransactions', () => {
],
error: null,
})
// Supplier invoices fetch
enqueue({ data: [], error: null })
// raw1: external_id dedup (no match) -> content dedup matches (bookedCount=2 -> 1)
enqueue({ data: null, error: null })
@@ -726,6 +762,8 @@ describe('ingestTransactions', () => {
// Booked map query throws (caught by try/catch in buildBookedTransactionMap)
enqueue({ error: { message: 'Query failed' } })
// Supplier invoices fetch
enqueue({ data: [], error: null })
// external_id dedup: no match
enqueue({ data: null, error: null })
// Insert
lib/transactions/ingest.ts
+47 -1
View File
@@ -2,9 +2,10 @@ import type { SupabaseClient } from '@supabase/supabase-js'
import { evaluateMappingRules } from '@/lib/bookkeeping/mapping-engine'
import { createTransactionJournalEntry } from '@/lib/bookkeeping/transaction-entries'
import { getBestInvoiceMatch } from '@/lib/invoices/invoice-matching'
import { findSupplierInvoiceMatch } from '@/lib/invoices/supplier-invoice-matching'
import { tryReconcileTransaction, fetchUnlinkedGLLines } from '@/lib/reconciliation/bank-reconciliation'
import type { UnlinkedGLLine } from '@/lib/reconciliation/bank-reconciliation'
import type { Transaction, RawTransaction, IngestResult } from '@/types'
import type { Transaction, RawTransaction, IngestResult, SupplierInvoice } from '@/types'
// Re-export types for backward compatibility
export type { RawTransaction, IngestResult } from '@/types'
@@ -92,6 +93,21 @@ export async function ingestTransactions(
// Non-critical — reconciliation will be skipped
}
// Pre-fetch unpaid supplier invoices for expense matching (non-critical)
let unpaidSupplierInvoices: SupplierInvoice[] = []
try {
const { data } = await supabase
.from('supplier_invoices')
.select('*, supplier:suppliers(*)')
.eq('user_id', userId)
.in('status', ['registered', 'approved'])
.gt('remaining_amount', 0)
if (data) unpaidSupplierInvoices = data as SupplierInvoice[]
} catch {
// Non-critical — supplier invoice matching will be skipped
}
for (const raw of rawTransactions) {
// 1. Check for duplicates via external_id
const { data: existing } = await supabase
@@ -193,6 +209,36 @@ export async function ingestTransactions(
}
}
// 3b. For expense transactions, try supplier invoice matching
if (newTransaction.amount < 0 && unpaidSupplierInvoices.length > 0) {
try {
const match = findSupplierInvoiceMatch(
newTransaction as Transaction,
unpaidSupplierInvoices
)
if (match) {
if (match.confidence >= 0.85) {
// Auto-link at high confidence
await supabase
.from('transactions')
.update({ supplier_invoice_id: match.supplierInvoice.id })
.eq('id', newTransaction.id)
result.auto_matched_invoices++
} else {
// Store as suggestion at lower confidence (0.70–0.85)
await supabase
.from('transactions')
.update({ potential_supplier_invoice_id: match.supplierInvoice.id })
.eq('id', newTransaction.id)
}
}
} catch {
// Non-critical — continue processing
}
}
// 4. Evaluate mapping rules for auto-categorization
try {
const mappingResult = await evaluateMappingRules(