b996da60ee
* feat(parties): Kontakter register, suggestion queue, dossier and merge Phase 1's two surfaces on top of the parties substrate: - /parties page: one list with the five-way switch (Alla, Kunder, Leverantörer, Förslag, Bara i bokföringen), search, a 12-month/all period picker, and at most one attention line. Confirmed rows show roles as muted text, rhythm, underlag, dominant account and money. Observed rows are computed and never stored; a generic band keeps unattributed spend visible. - Suggestion queue: a reason per row, hard-key rows pre-ticked, bulk confirm behind one dialog, dismiss on hover, undo on the toast. - Dossier slide-over: Pengar, Bokföring, Vad Accounted vet (facts and identities with source and count), Underlag och verifikat, Historik. - Merge dialog with a visible, swappable survivor and undo. - API: GET /api/parties, GET /api/parties/[id], POST suggest, decide, decide/undo, merge, merge/undo (withRouteContext, Zod, 15 tests). - Migration 20260903090000: decide_parties snapshots the reason it clears; undo_party_decisions reverses confirm/dismiss within 30 days; decision kind 'undo'. - The pipeline runs after SIE import and provider migration (non-blocking) so a migrant's register is full on arrival. - Nav entry under Register; sv/en strings. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(parties): pass explicit interpolation values to next-intl next build's type check rejects a typed interface where the translator wants an index-signature record. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(parties): retry label on the load-failed state Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(parties): hard keys for companies without org number, readable names, look-alikes at read time - get_ledger_key_evidence dropped every document for a company whose own org number is NULL (the self check compared against NULL). Replaced in 20260903100000 with a coalesced comparison; pg test covers it. - Display names come from the printed name on documents, otherwise from the voucher text with the AP/AR prefix and supplier number removed. - Look-alike parties (same core, or one core extending the other by whole words: Fortnox / Fortnox Finans) are detected when the register is read, never stored, and feed the Dubblett? chip and the merge dialog. - Queue shows Intäkt beside Kostnad; dossier hides zero money rows and formats bankgiro/plusgiro; merge dialog cancels with Avbryt; no synchronous setState inside effects. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * feat(parties): link every new supplier and customer to a party on write The backfill covered the rows that existed on 2026-09-02; 108 rows created since had no party and never reached the register. A BEFORE INSERT/UPDATE trigger on customers and suppliers now calls ensure_party on every write path at once: find-or-create by org number inside the company, never by name; a private customer gets a kind=person party without any number; a nameless row stays unlinked; a foreign party id is refused with the same error as the composite foreign key; a link to a merged party follows the chain to the survivor; the clear that ON DELETE SET NULL performs is kept. ensure_party lets the trigger act for the row's owner (pg_trigger_depth() > 0); the RPC path is unchanged. The migration also links the rows created since the backfill. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(parties): dossier hides dismissed parties and follows merges to the survivor The register hid archived parties while the dossier still served them by id, and a merged party's dossier pointed at a dead row. Superagent P2 on #2206; three unit tests. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * chore(parties): move the role-link migration past main's 20260903110000 Two files with one version would collide in schema_migrations. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * feat(parties): confirm suggestions into Leverantörer and Kunder, no third noun Founder decision after the walkthrough: users know two words. The page becomes the queue 'Förslag från bokföringen' with 'Bara i bokföringen' beside it; the Kontakter nav entry and the Alla/Kunder/Leverantörer views go. Each suggestion shows what it becomes (Blir), read from the ledger side and changeable per row; confirming calls promote_parties, which creates the supplier and/or customer row from the party's facts, never a duplicate, and is undoable for 30 days through undo_party_promotions (the created rows are archived, the party returns to the queue). Leverantörer and Kunder carry the one attention line that leads here. The dossier offers Lägg upp som leverantör / som kund. Migration 20260903130000, 5 pg tests, route and unit tests updated. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(parties): write bankgiro and plusgiro the way the supplier form does Identities are stored as digits; suppliers carry 5317-0900. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * chore(parties): move the four queue migrations past main's 20260903170000 Main merged 20260903120000_skattekonto_transactions_realtime_publication with the same version as the role-link trigger; the preview database refused the duplicate key. All four now sit after main's newest so the set applies in one ordered run on prod. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
73 lines
3.2 KiB
TypeScript
73 lines
3.2 KiB
TypeScript
import { normalizeCounterpartyName } from '@/lib/bookkeeping/counterparty-templates'
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/**
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* Legibility key for a voucher description: the identity string an observed
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* party is grouped and displayed by.
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*
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* Built on top of normalizeCounterpartyName() (mirrored in SQL by
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* normalize_counterparty_key) and adds the stages the AP registers of Fortnox,
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* Visma and BL make necessary: "Levfakt BEIJER BYGGMATERIAL AB (2089)" and
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* "Levfakt Beijer Byggmaterial AB, 097" must land on one key,
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* "Leverantörsfaktura från 18 Loopia" on "loopia".
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*
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* Mirrored in SQL by public.ledger_key() (migration 20260902170000) and pinned
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* by tests/pg/observed-parties-rpc.pg.test.ts. Change both or neither.
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*
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* "inköp" is deliberately not a stripped prefix: it turns the generic
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* "inköp av varor" into a vendor-looking "varor" (measured 2026-07-27).
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*/
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const AP_PREFIX = /^(levfakt|levfkt|leverantörsfaktura från|leverantörsfaktura|levbet|faktura|kvitto|utgift)\s+/
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const LEADING_SUPPLIER_NUMBER = /^\d{1,5}\s+/
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const TRAILING_SHORT_DIGITS = /(\s+\d{1,3})+$/
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export function ledgerKey(raw: string | null | undefined): string {
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const k = normalizeCounterpartyName(raw ?? '')
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if (!k) return ''
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const stripped = k
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.replace(AP_PREFIX, '')
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.replace(LEADING_SUPPLIER_NUMBER, '')
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.replace(TRAILING_SHORT_DIGITS, '')
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.replace(/\s+/g, ' ')
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.trim()
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return stripped === '' ? k : stripped
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}
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const CORE_AP_PREFIX = /^(levfakt|levfkt|lev\.?fakt\.?|leverantörsfaktura från|leverantörsfaktura|levbet\.?|kvitto|faktura|utgift|inköp)\s+/
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const CORE_LEGAL_FORM = /\b(ab|aktiebolag|hb|kb|sverige|sweden|ltd|limited|oy|gmbh|inc|sarl|publ|filial)\b/g
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/**
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* The "core" of a key: what is left when AP prefixes, digit runs and legal
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* form suffixes are gone. Two keys with one core are the same trade name,
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* which is NOT the same party (Fortnox AB and Fortnox Finans AB share one),
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* so the core only ever ranks or annotates candidates; it never merges.
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* Measured on the document-anchored gold set 2026-09-02: pair precision
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* 0.909, recall 0.776 (scripts/parties/README.md).
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*/
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export function coreKey(key: string): string {
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return key
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.toLowerCase()
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.replace(CORE_AP_PREFIX, '')
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.replace(/\b\d+\b/g, '')
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.replace(CORE_LEGAL_FORM, '')
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.replace(/[^a-zåäöé ]+/g, ' ')
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.split(/\s+/)
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.filter(Boolean)
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.join(' ')
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}
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const DISPLAY_PREFIX =
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/^(levfakt|levfkt|lev\.?fakt\.?|leverantörsfaktura från\s+\d*|leverantörsfaktura|levbet\.?|kundbet\.?|kundfaktura|kundfakt|inbetalning från|inbetalning|utbetalning till|utbetalning|betalning till|betalning|faktura från|faktura|kvitto|utgift)\s+/i
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const DISPLAY_SUFFIX = /(\s*[,(]\s*\d{1,6}\s*\)?|\s+\d{1,4})+$/
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/**
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* A display name from raw voucher text: the AP/AR prefix and the supplier
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* number go, the casing and the legal form stay. "Levfakt BEIJER
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* BYGGMATERIAL AB (2089)" reads "BEIJER BYGGMATERIAL AB"; "Kundbet Acme
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* Konsult AB" reads "Acme Konsult AB". Used only when no document carries
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* a printed name; nothing here is generated, only removed.
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*/
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export function displayNameFromVoucherText(raw: string): string {
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const cleaned = raw.trim().replace(DISPLAY_PREFIX, '').replace(DISPLAY_SUFFIX, '').trim()
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return cleaned.length >= 2 ? cleaned : raw.trim()
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}
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