fix(reconciliation): Bankavstämning phase 0 — correctness + feedback batch (+ nav IA regrouping) (#879)

* feat(nav): interaction-mode sidebar grouping — Arbeta/Analys/Data/Skatt & bokslut

Nav IA redesign phase 0 (dev_docs/nav_ia_redesign.md): same routes,
regrouped by what the user is doing. CLAUDE.md restructured around Hard
Rules (doc references updated); pending-page explainer removed.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(reconciliation): correctness + feedback batch for Bankavstämning (phase 0)

Engine: fetchAllRows pagination on status/run/RPC fetches (silent 1000-row
cap corrupted totals), optimistic-lock guards on manualLink + apply,
unlink audit rows attributed to the acting user (was: company UUID),
selected_matches partial apply intersected with a fresh match run.

View: silent in-place refresh instead of a full-page skeleton per action,
checkbox-gated apply with confidence badges (fuzzy unticked) in chunks of
500, honest result toasts, dry-run errors surfaced, ranked per-row picker
candidates pinned to the applied date window, currency-correct amounts
(bank side in account currency, GL side SEK), voucher links, translated
source types, colored differens, dirty-date-filter guard.

Discovery: year-end preflight 404 href fixed (/reconciliation/bank never
existed), ⌘K palette entry, real links from the transactions page.

v1: status registry schema now matches the actual ReconciliationStatus
payload, errors documented as a count, false ~0.85-threshold pitfall
replaced, route test mocks the real shape.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
This commit is contained in:
Jakob Wennberg
2026-07-03 11:21:38 +02:00
committed by GitHub
co-authored by Claude Fable 5
parent 59ecaee650
commit ea236cbcdf
20 changed files with 1124 additions and 563 deletions
+5 -1
View File
@@ -24,7 +24,7 @@ export async function POST(request: Request) {
const validation = await validateBody(request, RunReconciliationSchema)
if (!validation.success) return validation.response
const { date_from, date_to, account_number, dry_run } = validation.data
const { date_from, date_to, account_number, dry_run, selected_matches } = validation.data
const accountNumber = account_number ?? '1930'
@@ -59,6 +59,10 @@ export async function POST(request: Request) {
// a secondary same-currency account must scope strictly to its own id.
includeUnassigned: Boolean(cashAccount?.is_primary),
dryRun: dry_run ?? false,
applyOnly: selected_matches?.map((m) => ({
transactionId: m.transaction_id,
journalEntryId: m.journal_entry_id,
})),
})
return NextResponse.json({
+1 -1
View File
@@ -23,7 +23,7 @@ export async function POST(request: Request) {
if (!validation.success) return validation.response
const { transaction_id } = validation.data
const result = await unlinkReconciliation(supabase, companyId, transaction_id)
const result = await unlinkReconciliation(supabase, companyId, transaction_id, user.id)
if (!result.success) {
return NextResponse.json({ error: result.error }, { status: 400 })