Jakob WennbergandClaude Opus 4.7
0076aa85f8
* 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>
24 lines
923 B
JSON
24 lines
923 B
JSON
{
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"id": "inbox-smart-match",
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"sector": "general",
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"exportName": "inboxSmartMatchExtension",
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"entryPoint": "@/extensions/general/inbox-smart-match",
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"requiredEnvVars": [
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"AWS_ACCESS_KEY_ID",
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"AWS_SECRET_ACCESS_KEY",
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"AWS_REGION"
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],
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"optionalEnvVars": ["BEDROCK_MODEL_ID", "BEDROCK_MAX_TOKENS"],
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"npmDependencies": ["@aws-sdk/client-bedrock-runtime"],
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"definition": {
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"name": "Smart matchning",
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"category": "operations",
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"icon": "Sparkles",
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"dataPattern": "core",
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"hasOwnData": false,
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"readsCoreTables": ["invoice_inbox_items", "transactions", "processing_history"],
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"description": "AI-driven matchning av kvitton mot banktransaktioner",
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"longDescription": "När ett kvitto klassificeras i inkorgen föreslår AI den mest sannolika matchande banktransaktionen, med motivering. Körs även retroaktivt när nya transaktioner synkas in. Kräver AWS Bedrock."
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}
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}
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