Files
accounted/extensions/general/inbox-smart-match/index.ts
T
Jakob WennbergandClaude Opus 4.7 b5df2fb292 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>
2026-04-21 14:33:38 +02:00

118 lines
4.1 KiB
TypeScript

import type { Extension } from '@/lib/extensions/types'
import type { EventPayload } from '@/lib/events/types'
import type { InvoiceInboxItem } from '@/types'
import type { SupabaseClient } from '@supabase/supabase-js'
import { createClient } from '@supabase/supabase-js'
import { processInboxItemMatch } from './lib/process-match'
const EXTENSION_ID = 'inbox-smart-match'
// The handler always uses a service-role client:
// - processing_history has no INSERT RLS policy (audit integrity) — only service-role can append
// - every query is scoped by company_id from the event payload
// - we write pseudonymous IDs only (PII validator enforces this at the append layer)
// Using ctx.supabase is unsafe because the registry wrapper may build an anon-key
// client when no user session exists (e.g. webhook path).
function getServiceSupabase(): SupabaseClient {
return createClient(
process.env.NEXT_PUBLIC_SUPABASE_URL!,
process.env.SUPABASE_SERVICE_ROLE_KEY!
)
}
export const inboxSmartMatchExtension: Extension = {
id: EXTENSION_ID,
name: 'Smart matchning',
version: '0.1.0',
eventHandlers: [
// When an inbox item is freshly classified, try to match it to a transaction
{
eventType: 'inbox_item.classified',
handler: async (payload: EventPayload<'inbox_item.classified'>) => {
// Match both receipts and supplier invoices — other document types
// (government letters, unknown) have nothing to match against.
if (payload.documentType !== 'receipt' && payload.documentType !== 'supplier_invoice') {
return
}
const supabase = getServiceSupabase()
try {
await processInboxItemMatch(
{
supabase,
companyId: payload.companyId,
userId: payload.userId,
extensionId: EXTENSION_ID,
triggerReason: 'classified',
},
payload.inboxItem
)
} catch (err) {
console.error(
`[${EXTENSION_ID}] Failed to process classified inbox item ${payload.inboxItem.id}:`,
err
)
}
},
},
// When new transactions land, retry matching on any receipts still waiting
{
eventType: 'transaction.synced',
handler: async (payload: EventPayload<'transaction.synced'>) => {
const newTransactionIds = payload.transactions.map((t) => t.id).filter(Boolean)
if (newTransactionIds.length === 0) return
const supabase = getServiceSupabase()
// Find pending receipts/invoices for this company. Cap at 10 per sync
// so one big bank import doesn't time out the handler; leftover pending
// items pick up on the next sync.
const { data: pendingItems, error } = await supabase
.from('invoice_inbox_items')
.select('*')
.eq('company_id', payload.companyId)
.in('document_type', ['receipt', 'supplier_invoice'])
.eq('status', 'ready')
.eq('match_method', 'pending_transaction')
.order('created_at', { ascending: false })
.limit(10)
if (error) {
console.error(`[${EXTENSION_ID}] Failed to fetch pending receipts:`, error)
return
}
if (!pendingItems || pendingItems.length === 0) return
// Run LLM calls in parallel; one failing receipt shouldn't stop the others.
const results = await Promise.allSettled(
(pendingItems as InvoiceInboxItem[]).map((item) =>
processInboxItemMatch(
{
supabase,
companyId: payload.companyId,
userId: payload.userId,
extensionId: EXTENSION_ID,
triggerReason: 'transaction_synced',
},
item
)
)
)
results.forEach((r, i) => {
if (r.status === 'rejected') {
const itemId = (pendingItems[i] as InvoiceInboxItem).id
console.error(
`[${EXTENSION_ID}] Retroactive match failed for item ${itemId}:`,
r.reason
)
}
})
},
},
],
}