Files
accounted/supabase/migrations/20260421140000_consolidate_commit_journal_entry.sql
Jakob Wennberg 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

68 lines
2.3 KiB
PL/PgSQL

-- Consolidate commit_journal_entry to a single 4-argument signature with defaults.
--
-- History:
-- - 20260402100200 created the canonical 2-arg (p_company_id, p_entry_id) version.
-- - journal_entry_commit_metadata added commit_method + rubric_version columns and
-- created a 4-arg overload via CREATE OR REPLACE; because the signature differs
-- from the 2-arg, both versions coexisted in prod, producing the
-- "Could not choose the best candidate function" ambiguity error on 2-arg calls.
--
-- Final state after this migration: only the 4-arg-with-defaults signature remains.
-- Callable with either 2 or 4 named args (defaults fill in the rest), so both the
-- currently-deployed 2-arg caller and the post-commit-metadata 4-arg caller work.
--
-- Idempotent: safe on any of the possible prior states (both, 2-arg only,
-- or 4-arg only). Columns commit_method / rubric_version are assumed to exist
-- (created earlier in the journal_entry_commit_metadata migration).
DROP FUNCTION IF EXISTS public.commit_journal_entry(uuid, uuid);
CREATE OR REPLACE FUNCTION public.commit_journal_entry(
p_company_id uuid,
p_entry_id uuid,
p_commit_method text DEFAULT NULL,
p_rubric_version text DEFAULT NULL
)
RETURNS TABLE (voucher_number integer)
LANGUAGE plpgsql
SECURITY DEFINER
AS $$
DECLARE
v_next integer;
v_fiscal_period_id uuid;
v_series text;
BEGIN
SELECT je.fiscal_period_id, COALESCE(je.voucher_series, 'A')
INTO v_fiscal_period_id, v_series
FROM public.journal_entries je
WHERE je.id = p_entry_id
AND je.company_id = p_company_id
AND je.status = 'draft'
FOR UPDATE;
IF NOT FOUND THEN
RAISE EXCEPTION 'Draft journal entry not found: %', p_entry_id;
END IF;
INSERT INTO public.voucher_sequences (company_id, user_id, fiscal_period_id, voucher_series, last_number)
VALUES (p_company_id, auth.uid(), v_fiscal_period_id, v_series, 1)
ON CONFLICT (company_id, fiscal_period_id, voucher_series)
DO UPDATE SET
last_number = public.voucher_sequences.last_number + 1,
updated_at = now()
RETURNING last_number INTO v_next;
UPDATE public.journal_entries
SET voucher_number = v_next,
status = 'posted',
commit_method = p_commit_method,
rubric_version = p_rubric_version
WHERE id = p_entry_id
AND company_id = p_company_id;
RETURN QUERY SELECT v_next;
END;
$$;
NOTIFY pgrst, 'reload schema';