feat: unified document inbox, full BAS 2026, and document-transaction matching

- Expand BAS reference from ~180 to ~1,276 accounts (full BAS Kontoplan 2026)
  with K2 exclusion flags, per-class data files, and computed SRU codes
- Evolve invoice inbox into unified document inbox handling invoices, receipts,
  and government letters with AI-powered classification (Claude Haiku Vision)
- Add multi-pass document-to-transaction matching engine with greedy assignment
  for both supplier invoices (reference/amount/date/name) and receipts
  (weighted amount/merchant/date scoring)
- Add supplier invoice matching in transaction ingest pipeline
- Inject booking template suggestions into AI extraction prompts
- Surface matched documents in swipe categorization UI with one-tap booking
- Auto-activate missing BAS accounts during SIE import against full reference
- Add K2 filter toggle in Chart of Accounts manager
- Add receipt confirmation route with BFNAR representation fields
- Add database migrations for K2 support and document matching columns
- Remove obsolete extension migration scripts

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

scripts/clear-user-data.sql

@@ -15,7 +15,7 @@
 DO $$
 DECLARE
   -- >>> SET THE TARGET USER EMAIL HERE <<<
-  target_email TEXT := 'user@example.com';
+  target_email TEXT := 'jakob.wennberg@arcim.io';
   target_user_id UUID;
 BEGIN
   -- Resolve email to user ID
@@ -45,6 +45,17 @@ BEGIN
   ALTER TABLE public.audit_log DISABLE TRIGGER USER;
   ALTER TABLE public.company_settings DISABLE TRIGGER USER;
   ALTER TABLE public.profiles DISABLE TRIGGER USER;
+  ALTER TABLE public.chat_sessions DISABLE TRIGGER USER;
+  ALTER TABLE public.invoice_inbox_items DISABLE TRIGGER USER;
+
+  -- Temporarily drop fiscal period constraints (migrations 042-043).
+  -- The NOT VALID CHECK constraints are still enforced on UPDATE, so
+  -- the circular-FK-breaking UPDATEs below will fail on rows with
+  -- non-conforming dates. The EXCLUDE constraint can also interfere.
+  -- We re-add them all after deletion.
+  ALTER TABLE public.fiscal_periods DROP CONSTRAINT IF EXISTS no_overlapping_fiscal_periods;
+  ALTER TABLE public.fiscal_periods DROP CONSTRAINT IF EXISTS fiscal_period_start_first_of_month;
+  ALTER TABLE public.fiscal_periods DROP CONSTRAINT IF EXISTS fiscal_period_end_last_of_month;
 
   -- Break circular / self-referencing FK constraints
   UPDATE public.fiscal_periods SET closing_entry_id = NULL, opening_balance_entry_id = NULL, previous_period_id = NULL WHERE user_id = target_user_id;
@@ -61,6 +72,7 @@ BEGIN
   DELETE FROM public.invoice_reminders WHERE user_id = target_user_id;
   DELETE FROM public.supplier_invoice_items WHERE supplier_invoice_id IN (SELECT id FROM public.supplier_invoices WHERE user_id = target_user_id);
   DELETE FROM public.supplier_invoice_payments WHERE supplier_invoice_id IN (SELECT id FROM public.supplier_invoices WHERE user_id = target_user_id);
+  DELETE FROM public.invoice_inbox_items WHERE user_id = target_user_id;
   DELETE FROM public.document_attachments WHERE user_id = target_user_id;
   DELETE FROM public.journal_entry_lines WHERE journal_entry_id IN (SELECT id FROM public.journal_entries WHERE user_id = target_user_id);
   DELETE FROM public.journal_entries WHERE user_id = target_user_id;
@@ -85,6 +97,9 @@ BEGIN
   DELETE FROM public.cost_centers WHERE user_id = target_user_id;
   DELETE FROM public.projects WHERE user_id = target_user_id;
   DELETE FROM public.bank_file_imports WHERE user_id = target_user_id;
+  DELETE FROM public.chat_messages WHERE user_id = target_user_id;
+  DELETE FROM public.chat_sessions WHERE user_id = target_user_id;
+  DELETE FROM public.extension_data WHERE user_id = target_user_id;
   DELETE FROM public.audit_log WHERE user_id = target_user_id;
   DELETE FROM public.extension_toggles WHERE user_id = target_user_id;
   DELETE FROM public.company_settings WHERE user_id = target_user_id;
@@ -107,6 +122,26 @@ BEGIN
   ALTER TABLE public.audit_log ENABLE TRIGGER USER;
   ALTER TABLE public.company_settings ENABLE TRIGGER USER;
   ALTER TABLE public.profiles ENABLE TRIGGER USER;
+  ALTER TABLE public.chat_sessions ENABLE TRIGGER USER;
+  ALTER TABLE public.invoice_inbox_items ENABLE TRIGGER USER;
+
+  -- Re-add fiscal period constraints
+  ALTER TABLE public.fiscal_periods
+    ADD CONSTRAINT no_overlapping_fiscal_periods
+    EXCLUDE USING gist (
+      user_id WITH =,
+      daterange(period_start, period_end, '[]') WITH &&
+    );
+
+  ALTER TABLE public.fiscal_periods
+    ADD CONSTRAINT fiscal_period_start_first_of_month
+    CHECK (EXTRACT(DAY FROM period_start) = 1)
+    NOT VALID;
+
+  ALTER TABLE public.fiscal_periods
+    ADD CONSTRAINT fiscal_period_end_last_of_month
+    CHECK (period_end = (date_trunc('month', period_end) + interval '1 month - 1 day')::date)
+    NOT VALID;
 
   -- Delete the auth user
   DELETE FROM auth.users WHERE id = target_user_id;

scripts/copy-extensions.mjs

@@ -1,36 +0,0 @@
-import { cpSync, rmSync, existsSync } from 'fs'
-import { join } from 'path'
-
-const root = process.cwd()
-const extensions = ['receipt-ocr', 'ai-categorization', 'ai-chat', 'push-notifications', 'enable-banking', 'example-logger']
-
-for (const ext of extensions) {
-  const src = join(root, 'extensions', ext)
-  const dest = join(root, 'extensions', 'general', ext)
-
-  if (!existsSync(src)) {
-    console.log(`SKIP: ${src} does not exist`)
-    continue
-  }
-
-  if (existsSync(dest)) {
-    console.log(`CLEAN: ${dest} already exists, removing`)
-    rmSync(dest, { recursive: true, force: true })
-  }
-
-  console.log(`COPY: ${src} -> ${dest}`)
-  cpSync(src, dest, { recursive: true })
-}
-
-console.log('Done copying extensions to general/')
-
-// Now remove the old directories
-for (const ext of extensions) {
-  const src = join(root, 'extensions', ext)
-  if (existsSync(src)) {
-    console.log(`REMOVE: ${src}`)
-    rmSync(src, { recursive: true, force: true })
-  }
-}
-
-console.log('Done removing old extension directories')

scripts/move-extensions.js

@@ -1,33 +0,0 @@
-const fs = require('fs');
-const path = require('path');
-
-const root = path.resolve(__dirname, '..');
-const extsDir = path.join(root, 'extensions');
-const generalDir = path.join(extsDir, 'general');
-
-const dirs = [
-  'receipt-ocr',
-  'ai-categorization',
-  'ai-chat',
-  'push-notifications',
-  'enable-banking',
-  'example-logger',
-];
-
-if (!fs.existsSync(generalDir)) {
-  fs.mkdirSync(generalDir, { recursive: true });
-}
-
-for (const ext of dirs) {
-  const src = path.join(extsDir, ext);
-  const dest = path.join(generalDir, ext);
-  if (fs.existsSync(src)) {
-    fs.cpSync(src, dest, { recursive: true });
-    fs.rmSync(src, { recursive: true, force: true });
-    console.log('Done: ' + ext);
-  } else {
-    console.log('Skip: ' + ext);
-  }
-}
-
-console.log('All done.');

scripts/setup-phase8.js

@@ -1 +0,0 @@
-const fs=require('fs'),p=require('path'),r=p.resolve(__dirname,'..'),b=p.join(r,'extensions'),t=p.join(b,'general'),d=['receipt-ocr','ai-categorization','ai-chat','push-notifications','enable-banking','example-logger'];fs.mkdirSync(t,{recursive:!0});d.forEach(n=>{const s=p.join(b,n),e=p.join(t,n);fs.existsSync(s)?(fs.cpSync(s,e,{recursive:!0}),fs.rmSync(s,{recursive:!0,force:!0}),console.log(n)):console.log('!'+n)});