feat: invoice-inbox polish + SIE source voucher traceability (#299)
* fix: consolidate commit_journal_entry to single 4-arg signature Replaces the phantom-overload drop migration with an idempotent consolidation that leaves only the 4-arg-with-defaults signature, callable with either 2 or 4 named args. Fixes the "Could not choose the best candidate function" ambiguity caused when the commit-metadata migration CREATE OR REPLACE'd a 4-arg version alongside the existing 2-arg one. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat: preserve SIE source voucher identity on journal entries Adds source_voucher_series / source_voucher_number columns to journal_entries so per-verifikat traceability survives the importer's skip-empty-voucher logic. The SIE importer populates the original series/number even when skipped vouchers cause gnubok's target numbering to drift from the source file's sequence. Required for BFNAR 2013:2 kap 8 behandlingshistorik. - Migration adds columns + partial index + extends immutability trigger - importVouchers() records rawSeries/rawNumber per voucher - JournalEntry type + test fixtures gain the new fields - Bookkeeping detail page surfaces "Ursprungligt verifikat" when present Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat: polish invoice-inbox workspace for production use - Bedrock image fit: shrink images > 5 MB via sharp before Bedrock upload so HEIC/high-res phone photos don't fail with the 5 MB cap - Swedish error mapping: toSwedishInboxError translates Bedrock / infrastructure errors to Swedish sentences stored in error_message - History timeline endpoint (GET /items/:id/history) returns the processing_history events correlated to the inbox item - Workspace UI: inline diagnostic timeline inside the convert dialog, same-email row grouping ("+N dokument" chip), inferred-VAT affordance with "needs review" signalling, Riksbanken exchange-rate prefill for foreign-currency invoices so the supplier-invoice create path populates *_sek audit columns Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat: extend inbox-smart-match to supplier invoices Both receipts and supplier invoices expose structurally identical match anchors (date, amount, currency, counterparty name) so the matcher can reuse the same narrowing + LLM prompt. Adds getMatchAnchors() as a shared extractor across ReceiptExtractionResult / InvoiceExtractionResult, and updates the event handlers to process supplier_invoice items alongside receipts. LLM prompt re-phrased as "dokument" rather than "kvitto" and loosened the date-window heuristic since invoice payments can lag behind the invoice date by weeks. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * refactor: drop unused category selector from TransactionForm The manual "Lägg till transaktion" dialog predates the current categorization flow (SwipeCategorizationView, BatchCategorySelector, AI suggestions). The category dropdown here never drove journal-entry creation — onSubmit fanned it out to CreateTransactionInput.category, which is optional. Removes the dropdown, the unused watch() hook, and the categories lookup table. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(migrations): restore drop-phantom file and rebump timestamps Supabase branch DB failed with PK violation on schema_migrations because my two migrations collided with timestamps already on main: 20260421120000 → journal_entries_with_related_rpc (PR #298) 20260421130000 → drop_legacy_supplier_invoice_user_id_uniqueness (PR #296) Rebumped to 20260421140000 and 20260421150000 so each migration has a unique version (Supabase uses only the 14-digit prefix as the PK). Also restored the 20260420130000_drop_phantom_commit_journal_entry_overload migration I had deleted — CLAUDE.md rule #5 forbids modifying existing migrations. My consolidate migration is still compatible: drop_phantom drops the 4-arg overload (no-op where absent), then consolidate recreates it with defaults. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(inbox-smart-match): anchor invoices on dueDate with wider window The original ±7d window around invoiceDate filtered out all real payments for invoices with standard 30–60 day terms — the matcher would see zero candidates before the LLM was called, making the supplier-invoice matcher effectively dead. New anchor selection: - Receipts: receipt date ±7 days (unchanged; paid on the spot) - Invoices with dueDate: dueDate ±14 days (covers early/late payments) - Invoices without dueDate: invoiceDate -7/+45 days (covers 30-day terms) MatchAnchors now carries windowDaysBefore/After so the window can vary per document shape. Added three getMatchAnchors tests asserting window sizes. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
Jakob Wennberg
co-authored by
Claude Opus 4.7
Claude Opus 4.7
parent
129664533c
commit
b5df2fb292
@@ -11,15 +11,13 @@ import { Label } from '@/components/ui/label'
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import { Textarea } from '@/components/ui/textarea'
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import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@/components/ui/select'
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import { Loader2 } from 'lucide-react'
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import type { CreateTransactionInput, TransactionCategory, Currency } from '@/types'
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import type { CreateTransactionInput, Currency } from '@/types'
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const schema = z.object({
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date: z.string().min(1, 'Datum krävs'),
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description: z.string().min(1, 'Beskrivning krävs'),
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amount: z.number().refine((n) => n !== 0, 'Belopp måste anges'),
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currency: z.enum(['SEK', 'EUR', 'USD', 'GBP', 'NOK', 'DKK']),
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category: z.string().optional(),
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is_business: z.boolean().optional(),
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notes: z.string().optional(),
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})
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@@ -30,21 +28,6 @@ interface TransactionFormProps {
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isLoading: boolean
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}
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const categories: { value: TransactionCategory; label: string; isIncome?: boolean }[] = [
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{ value: 'income_services', label: 'Intäkt: Tjänster', isIncome: true },
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{ value: 'income_products', label: 'Intäkt: Produkter', isIncome: true },
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{ value: 'income_other', label: 'Intäkt: Övrigt', isIncome: true },
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{ value: 'expense_equipment', label: 'Kostnad: Utrustning' },
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{ value: 'expense_software', label: 'Kostnad: Programvara' },
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{ value: 'expense_travel', label: 'Kostnad: Resor' },
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{ value: 'expense_office', label: 'Kostnad: Kontor' },
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{ value: 'expense_marketing', label: 'Kostnad: Marknadsföring' },
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{ value: 'expense_professional_services', label: 'Kostnad: Konsulter' },
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{ value: 'expense_education', label: 'Kostnad: Utbildning' },
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{ value: 'expense_other', label: 'Kostnad: Övrigt' },
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{ value: 'private', label: 'Privat (ej avdragsgillt)' },
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]
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const currencies: Currency[] = ['SEK', 'EUR', 'USD', 'GBP', 'NOK', 'DKK']
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export default function TransactionForm({ onSubmit, isLoading }: TransactionFormProps) {
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@@ -52,7 +35,6 @@ export default function TransactionForm({ onSubmit, isLoading }: TransactionForm
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register,
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handleSubmit,
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control,
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watch,
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setValue,
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formState: { errors },
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} = useForm<FormData>({
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@@ -62,8 +44,6 @@ export default function TransactionForm({ onSubmit, isLoading }: TransactionForm
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description: '',
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amount: 0,
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currency: 'SEK',
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category: undefined,
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is_business: undefined,
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notes: '',
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},
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})
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@@ -73,18 +53,12 @@ export default function TransactionForm({ onSubmit, isLoading }: TransactionForm
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setValue('date', format(new Date(), 'yyyy-MM-dd'))
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}, [])
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const watchCategory = watch('category')
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const isPrivate = watchCategory === 'private'
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const isIncome = categories.find((c) => c.value === watchCategory)?.isIncome
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const onFormSubmit = (data: FormData) => {
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onSubmit({
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date: data.date,
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description: data.description,
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amount: data.amount,
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currency: data.currency,
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category: data.category as TransactionCategory,
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is_business: undefined,
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notes: data.notes,
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})
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}
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@@ -151,28 +125,6 @@ export default function TransactionForm({ onSubmit, isLoading }: TransactionForm
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</p>
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</div>
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<div className="space-y-2">
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<Label>Kategori (valfritt)</Label>
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<Controller
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name="category"
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control={control}
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render={({ field }) => (
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<Select value={field.value} onValueChange={field.onChange}>
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<SelectTrigger>
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<SelectValue placeholder="Välj kategori" />
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</SelectTrigger>
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<SelectContent>
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{categories.map((category) => (
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<SelectItem key={category.value} value={category.value}>
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{category.label}
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</SelectItem>
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))}
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</SelectContent>
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</Select>
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)}
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/>
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</div>
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<div className="space-y-2">
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<Label htmlFor="notes">Anteckningar</Label>
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<Textarea
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