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
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-- Migration 42: Full BAS 2026 support
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-- Adds k2_excluded column and backfills K2-excluded account numbers.
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-- =============================================================================
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-- 1. Add k2_excluded column
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-- =============================================================================
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ALTER TABLE public.chart_of_accounts
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ADD COLUMN IF NOT EXISTS k2_excluded boolean DEFAULT false;
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-- =============================================================================
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-- 2. Backfill k2_excluded = true for BAS 2026 K2-excluded accounts
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-- These accounts are marked with # in BAS Kontoplan 2026 v1.0 and should
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-- not be used when K2 accounting framework is applied.
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-- =============================================================================
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UPDATE public.chart_of_accounts
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SET k2_excluded = true, updated_at = now()
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WHERE account_number IN (
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'1010', '1011', '1012', '1018', '1019',
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'1370',
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'1518',
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'2092', '2096',
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'2240',
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'2448',
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'3940',
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'7940',
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'8290', '8291', '8295',
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'8320', '8321', '8325',
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'8450', '8451', '8455',
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'8480',
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'8940'
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)
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AND k2_excluded = false;
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-- =============================================================================
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-- 3. Re-run SRU code backfill for any accounts with sru_code IS NULL
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-- Uses the same range logic as migration 021.
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-- =============================================================================
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-- NE: R1 - Försäljning med moms (3000-3499 excl 3100)
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UPDATE public.chart_of_accounts
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SET sru_code = '7310', updated_at = now()
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WHERE sru_code IS NULL
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AND account_number >= '3000' AND account_number <= '3499'
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AND account_number != '3100';
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-- NE: R2 - Momsfria intäkter (3100, 3900, 3970-3980)
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UPDATE public.chart_of_accounts
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SET sru_code = '7311', updated_at = now()
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WHERE sru_code IS NULL
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AND (
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account_number = '3100'
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OR account_number = '3900'
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OR (account_number >= '3970' AND account_number <= '3980')
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);
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-- NE: R4 - Ränteintäkter (8310-8330)
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UPDATE public.chart_of_accounts
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SET sru_code = '7313', updated_at = now()
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WHERE sru_code IS NULL
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AND account_number >= '8310' AND account_number <= '8330';
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-- NE: R5 - Varuinköp (4000-4990)
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UPDATE public.chart_of_accounts
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SET sru_code = '7320', updated_at = now()
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WHERE sru_code IS NULL
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AND account_number >= '4000' AND account_number <= '4990';
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-- NE: R6 - Övriga kostnader (5000-6990, 7970)
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UPDATE public.chart_of_accounts
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SET sru_code = '7321', updated_at = now()
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WHERE sru_code IS NULL
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AND (
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(account_number >= '5000' AND account_number <= '6990')
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OR account_number = '7970'
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);
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-- NE: R7 - Lönekostnader (7000-7699)
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UPDATE public.chart_of_accounts
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SET sru_code = '7322', updated_at = now()
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WHERE sru_code IS NULL
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AND account_number >= '7000' AND account_number <= '7699';
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-- NE: R8 - Räntekostnader (8400-8499)
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UPDATE public.chart_of_accounts
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SET sru_code = '7323', updated_at = now()
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WHERE sru_code IS NULL
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AND account_number >= '8400' AND account_number <= '8499';
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-- NE: R9 - Avskrivningar fastighet (7820)
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UPDATE public.chart_of_accounts
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SET sru_code = '7324', updated_at = now()
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WHERE sru_code IS NULL
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AND account_number = '7820';
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-- NE: R10 - Avskrivningar övrigt (7700-7899 excl 7820)
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UPDATE public.chart_of_accounts
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SET sru_code = '7325', updated_at = now()
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WHERE sru_code IS NULL
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AND account_number >= '7700' AND account_number <= '7899'
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AND account_number != '7820';
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-- INK2: Balance sheet fallbacks
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UPDATE public.chart_of_accounts SET sru_code = '7201', updated_at = now()
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WHERE sru_code IS NULL AND account_number >= '1000' AND account_number <= '1099';
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UPDATE public.chart_of_accounts SET sru_code = '7202', updated_at = now()
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WHERE sru_code IS NULL AND account_number >= '1100' AND account_number <= '1299';
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UPDATE public.chart_of_accounts SET sru_code = '7203', updated_at = now()
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WHERE sru_code IS NULL AND account_number >= '1300' AND account_number <= '1399';
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UPDATE public.chart_of_accounts SET sru_code = '7210', updated_at = now()
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WHERE sru_code IS NULL AND account_number >= '1400' AND account_number <= '1499';
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UPDATE public.chart_of_accounts SET sru_code = '7211', updated_at = now()
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WHERE sru_code IS NULL AND account_number >= '1500' AND account_number <= '1599';
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UPDATE public.chart_of_accounts SET sru_code = '7212', updated_at = now()
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WHERE sru_code IS NULL AND account_number >= '1600' AND account_number <= '1999';
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UPDATE public.chart_of_accounts SET sru_code = '7220', updated_at = now()
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WHERE sru_code IS NULL AND account_number = '2081';
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UPDATE public.chart_of_accounts SET sru_code = '7221', updated_at = now()
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WHERE sru_code IS NULL AND account_number >= '2085' AND account_number <= '2098';
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UPDATE public.chart_of_accounts SET sru_code = '7222', updated_at = now()
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WHERE sru_code IS NULL AND account_number = '2099';
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UPDATE public.chart_of_accounts SET sru_code = '7230', updated_at = now()
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WHERE sru_code IS NULL AND account_number >= '2100' AND account_number <= '2499';
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UPDATE public.chart_of_accounts SET sru_code = '7231', updated_at = now()
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WHERE sru_code IS NULL AND account_number >= '2500' AND account_number <= '2999';
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-- INK2: Remaining income statement fallbacks
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UPDATE public.chart_of_accounts SET sru_code = '7310', updated_at = now()
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WHERE sru_code IS NULL AND account_number >= '3000' AND account_number <= '3999';
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UPDATE public.chart_of_accounts SET sru_code = '7320', updated_at = now()
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WHERE sru_code IS NULL AND account_number >= '4000' AND account_number <= '4999';
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UPDATE public.chart_of_accounts SET sru_code = '7330', updated_at = now()
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WHERE sru_code IS NULL AND account_number >= '5000' AND account_number <= '6999';
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UPDATE public.chart_of_accounts SET sru_code = '7340', updated_at = now()
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WHERE sru_code IS NULL AND account_number >= '7000' AND account_number <= '7699';
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UPDATE public.chart_of_accounts SET sru_code = '7350', updated_at = now()
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WHERE sru_code IS NULL AND account_number >= '7700' AND account_number <= '7899';
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UPDATE public.chart_of_accounts SET sru_code = '7360', updated_at = now()
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WHERE sru_code IS NULL AND account_number >= '7900' AND account_number <= '7999';
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UPDATE public.chart_of_accounts SET sru_code = '7370', updated_at = now()
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WHERE sru_code IS NULL AND account_number >= '8000' AND account_number <= '8499';
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UPDATE public.chart_of_accounts SET sru_code = '7380', updated_at = now()
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WHERE sru_code IS NULL AND account_number >= '8500' AND account_number <= '8999';
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-- Equity accounts not covered above (2000-2084)
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UPDATE public.chart_of_accounts SET sru_code = '7221', updated_at = now()
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WHERE sru_code IS NULL AND account_number >= '2000' AND account_number <= '2084';
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@@ -0,0 +1,23 @@
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-- Document matching: add columns to invoice_inbox_items for transaction matching
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-- and AI template suggestions.
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-- Suggested booking template from AI extraction
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ALTER TABLE public.invoice_inbox_items
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ADD COLUMN suggested_template_id TEXT,
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ADD COLUMN suggested_template_confidence NUMERIC;
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-- Matched bank transaction
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ALTER TABLE public.invoice_inbox_items
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ADD COLUMN matched_transaction_id UUID REFERENCES public.transactions(id) ON DELETE SET NULL,
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ADD COLUMN match_confidence NUMERIC,
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ADD COLUMN match_method TEXT CHECK (match_method IN ('payment_reference', 'amount_date', 'amount_merchant', 'receipt_match'));
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-- Index for looking up which inbox item is matched to a transaction
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CREATE INDEX idx_inbox_items_matched_transaction
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ON public.invoice_inbox_items (user_id, matched_transaction_id)
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WHERE matched_transaction_id IS NOT NULL;
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-- Index for finding unmatched ready items for sweep
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CREATE INDEX idx_inbox_items_unmatched_ready
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ON public.invoice_inbox_items (user_id, status)
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WHERE matched_transaction_id IS NULL AND status IN ('ready', 'processing');
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