* feat: multi-series SIE import, reusable FiscalYearSelector, library templates in picker - SIE import preserves each voucher's source series (B/C/I/V/...), essential for Fortnox migrations where series carry semantic meaning (kundfakturor, inbetalningar, etc.). Target numbering still goes through next_voucher_number per series; source (series, number) is stored in the migration mapping for BFNAR 2013:2 audit trail. - Execute route reads company_settings.default_voucher_series as the fallback for vouchers arriving without a series (SIE4I). - Extract shared FiscalYearSelector component; adopt in /reports and /bookkeeping. - Transaction TemplatePicker now surfaces user-created library templates (company + team scope) alongside the static registry, with a helper to convert simple library templates into the BookingTemplate shape. - Exclude 8999 "Årets resultat" from income statement financial section and monthly breakdown so year-end closing entries don't cancel the net result. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * test: skip Bokio SIE regression when fixtures are absent /dev_docs is gitignored (contains anonymised customer exports), so the integration test can't find its input files in CI. Gate the suite on fixture presence so it still runs locally. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix: address Greptile review feedback - convertLibraryToBookingTemplate: default entity_applicability to 'all' when the source template has no entity_type, so TemplatePicker doesn't silently hide it for companies with a set entity type. - FiscalYearSelector: fire onReady in the no-company early-return branch so consumers (e.g. ReportsPage) don't get stuck in a loading skeleton while the company context is still hydrating. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat: arcim inbox + smart-match extension + commit metadata Three threads, all gated off in extensions.config.json (invoice-inbox and inbox-smart-match are not in the enabled list for this PR). invoice-inbox: Gmail OAuth -> Resend Inbound (v2.0.0) - Remove gmail-scanner / gmail-helpers - Add resend-inbound.ts (webhook verify, attachment fetch) and inbox-provisioning.ts (per-company @arcim.io address with rotation) - Replace /gmail/* routes with /inbox/address and admin-only /inbox/rotate - Workspace UI: card layout + MatchBlock surfacing AI transaction matches - classify-document: tightened discount/total prompt; cap confidence at 50% when line items do not reconcile with amount_incl_vat - Manifest requires RESEND_API_KEY, RESEND_INBOUND_DOMAIN, RESEND_INBOUND_WEBHOOK_SECRET inbox-smart-match (new extension) - Event-driven AI matching of receipts to bank transactions - Listens on inbox_item.classified (match now) and transaction.synced (retro-match receipts waiting for a transaction) - Uses service-role client; processing_history append is scoped by company_id from the event payload commit metadata + audit plumbing - journal_entries gains commit_method and rubric_version columns - commit_journal_entry RPC accepts both (BFNAR 2013:2 behandlingshistorik) - processing-history PII detector strips UUID-shaped substrings before personnummer pattern matching (UUIDs were triggering false positives) - New generic inbox_item.classified event Migrations - arcim_inbox: company_inboxes table, resend_email_id, email_body_text, auto-provision trigger, drops obsolete email_connections - journal_entry_commit_metadata: new columns + updated RPC - inbox_attachment_composite: resend_attachment_id + composite unique index - inbox_smart_match: correlation_id, match_reasoning, expanded match_method CHECK, pending-match and correlation indexes Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
135 lines
4.1 KiB
TypeScript
135 lines
4.1 KiB
TypeScript
import { describe, it, expect, vi, beforeEach } from 'vitest'
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// Mock Bedrock SDK before importing the module under test
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const mockSend = vi.fn()
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vi.mock('@aws-sdk/client-bedrock-runtime', () => {
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class ConverseCommand {
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public input: unknown
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constructor(input: unknown) { this.input = input }
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}
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class BedrockRuntimeClient {
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send(command: unknown) { return mockSend(command) }
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}
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return { BedrockRuntimeClient, ConverseCommand }
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})
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import { matchReceiptToCandidate } from '@/extensions/general/inbox-smart-match/lib/match-receipt'
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import type { ReceiptExtractionResult } from '@/types'
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import type { CandidateTransaction } from '@/extensions/general/inbox-smart-match/lib/fetch-candidates'
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function makeExtracted(): ReceiptExtractionResult {
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return {
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merchant: { name: 'Willys Hemma', orgNumber: null, vatNumber: null, isForeign: false },
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receipt: { date: '2026-04-15', time: null, currency: 'SEK' },
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lineItems: [],
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totals: { subtotal: 239, vatAmount: 60, total: 299 },
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flags: { isRestaurant: false, isSystembolaget: false, isForeignMerchant: false },
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confidence: 0.9,
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} as ReceiptExtractionResult
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}
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function makeCandidates(): CandidateTransaction[] {
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return [
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{ id: 't1', date: '2026-04-15', description: 'WILLYS SÖDERM', amount: -299, amount_sek: null, currency: 'SEK', merchant_name: 'Willys' },
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{ id: 't2', date: '2026-04-14', description: 'ICA MAXI', amount: -312, amount_sek: null, currency: 'SEK', merchant_name: 'ICA' },
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]
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}
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function mockBedrockResponse(toolInput: Record<string, unknown>) {
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mockSend.mockResolvedValue({
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output: {
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message: {
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content: [
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{
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toolUse: {
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toolUseId: 'id',
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name: 'match_receipt',
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input: toolInput,
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},
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},
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],
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},
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},
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usage: { inputTokens: 100, outputTokens: 20 },
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})
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}
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describe('matchReceiptToCandidate', () => {
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beforeEach(() => {
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mockSend.mockReset()
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process.env.AWS_ACCESS_KEY_ID = 'test'
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process.env.AWS_SECRET_ACCESS_KEY = 'test'
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process.env.AWS_REGION = 'eu-north-1'
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})
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it('returns a matched result when LLM picks a valid candidate', async () => {
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mockBedrockResponse({
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matched: true,
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transaction_id: 't1',
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confidence: 96,
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reasoning: 'Exakt belopp och datum. Willys matchar WILLYS SÖDERM.',
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})
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const result = await matchReceiptToCandidate({
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extracted: makeExtracted(),
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candidates: makeCandidates(),
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})
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expect(result.matched).toBe(true)
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expect(result.transactionId).toBe('t1')
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expect(result.confidence).toBeCloseTo(0.96, 2)
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expect(result.reasoning).toContain('Willys')
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})
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it('returns no match when LLM says matched=false', async () => {
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mockBedrockResponse({
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matched: false,
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transaction_id: null,
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confidence: 10,
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reasoning: 'Ingen kandidat har rätt belopp eller handlare.',
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})
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const result = await matchReceiptToCandidate({
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extracted: makeExtracted(),
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candidates: makeCandidates(),
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})
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expect(result.matched).toBe(false)
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expect(result.transactionId).toBeNull()
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expect(result.confidence).toBeCloseTo(0.1, 2)
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})
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it('degrades to no-match when LLM returns unknown transaction_id', async () => {
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mockBedrockResponse({
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matched: true,
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transaction_id: 'hallucinated-id-not-in-candidates',
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confidence: 80,
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reasoning: 'Detta är fel id',
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})
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const result = await matchReceiptToCandidate({
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extracted: makeExtracted(),
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candidates: makeCandidates(),
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})
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expect(result.matched).toBe(false)
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expect(result.transactionId).toBeNull()
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expect(result.confidence).toBe(0)
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})
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it('returns safe default when no tool use in response', async () => {
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mockSend.mockResolvedValue({
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output: { message: { content: [] } },
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usage: { inputTokens: 0, outputTokens: 0 },
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})
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const result = await matchReceiptToCandidate({
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extracted: makeExtracted(),
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candidates: makeCandidates(),
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})
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expect(result.matched).toBe(false)
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expect(result.transactionId).toBeNull()
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})
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})
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