Files
accounted/lib/parties/ledger-key.ts
T
5291806c37 feat(parties): observed parties from voucher text, ledger_key and its mirror (#2168)
Migrants arrive with vouchers, not bank transactions, so the bank-keyed
ledger context is empty for them. This adds the description-keyed twin.

- public.ledger_key(text): legibility key on top of the frozen
  normalize_counterparty_key mirror: strips AP-register prefixes (levfakt,
  leverantörsfaktura från N, levbet, faktura, kvitto, utgift), the supplier
  number that follows them, and trailing 1-3 digit runs, never "inköp".
  Mirrored by lib/parties/ledger-key.ts; the pair is pinned by a shared
  fixture list in the pg test.
- public.get_observed_parties(company, from_date, limit): posted vouchers
  grouped by ledger_key(description) with occurrences, variants, expense
  and revenue SEK from the lines, first/last seen, median cadence and the
  Laplace-smoothed dominant result account. Excludes storno, opening
  balance, year-end and VAT settlement, and vouchers that carry a bank
  merchant name (those stay with get_ledger_deep_context). SECURITY
  INVOKER, so RLS scopes it. Never stored.
- lib/parties/classify.ts: the deterministic pre-classifier moved out of
  the evaluation script so product and evaluation share one implementation
  (0.965 agreement with the founder labels, party recall 0.99).
- lib/parties/observed.ts: RPC wrapper that classifies each row and
  derives a display rhythm from the cadence.

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-09-02 17:33:30 +02:00

34 lines
1.4 KiB
TypeScript

import { normalizeCounterpartyName } from '@/lib/bookkeeping/counterparty-templates'
/**
* Legibility key for a voucher description: the identity string an observed
* party is grouped and displayed by.
*
* Built on top of normalizeCounterpartyName() (mirrored in SQL by
* normalize_counterparty_key) and adds the stages the AP registers of Fortnox,
* Visma and BL make necessary: "Levfakt BEIJER BYGGMATERIAL AB (2089)" and
* "Levfakt Beijer Byggmaterial AB, 097" must land on one key,
* "Leverantörsfaktura från 18 Loopia" on "loopia".
*
* Mirrored in SQL by public.ledger_key() (migration 20260902170000) and pinned
* by tests/pg/observed-parties-rpc.pg.test.ts. Change both or neither.
*
* "inköp" is deliberately not a stripped prefix: it turns the generic
* "inköp av varor" into a vendor-looking "varor" (measured 2026-07-27).
*/
const AP_PREFIX = /^(levfakt|levfkt|leverantörsfaktura från|leverantörsfaktura|levbet|faktura|kvitto|utgift)\s+/
const LEADING_SUPPLIER_NUMBER = /^\d{1,5}\s+/
const TRAILING_SHORT_DIGITS = /(\s+\d{1,3})+$/
export function ledgerKey(raw: string | null | undefined): string {
const k = normalizeCounterpartyName(raw ?? '')
if (!k) return ''
const stripped = k
.replace(AP_PREFIX, '')
.replace(LEADING_SUPPLIER_NUMBER, '')
.replace(TRAILING_SHORT_DIGITS, '')
.replace(/\s+/g, ' ')
.trim()
return stripped === '' ? k : stripped
}