Jakob WennbergandClaude Opus 4.6
885f362a29
Replace PSD2 bank integration as the default with file-based bank import (CSV/XML), which better suits Swedish sole traders and small companies. Enable Banking is now an opt-in extension. - Phase 1: Extract generic transaction ingestion service (ingest.ts) with dedup, auto-categorization, and OCR-based invoice matching - Phase 2: Bank file parser library supporting Nordea, SEB, Swedbank, Handelsbanken CSV formats and ISO 20022 camt.053 XML - Phase 3: Database migration adding import_source, reference columns and bank_file_imports tracking table - Phase 4: Import wizard UI (5-step flow) and API routes for parse/execute - Phase 5: Move Enable Banking to extensions/enable-banking/ with commented-out loader entry for opt-in activation - Phase 6: 104 new tests (ingestion + all parser formats), fixing Nordea detection overlap and camt.053 XML tag collision bugs Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
45 lines
1.8 KiB
SQL
45 lines
1.8 KiB
SQL
-- Bank file import support
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-- Adds import_source and reference to transactions,
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-- and a bank_file_imports tracking table
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-- Track import origin on transactions
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ALTER TABLE public.transactions ADD COLUMN IF NOT EXISTS import_source text;
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CREATE INDEX IF NOT EXISTS idx_transactions_import_source ON public.transactions(import_source);
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-- Store OCR/Bankgiro reference for Swedish payment matching
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ALTER TABLE public.transactions ADD COLUMN IF NOT EXISTS reference text;
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CREATE INDEX IF NOT EXISTS idx_transactions_reference ON public.transactions(reference);
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-- Bank file import tracking (prevents duplicate file uploads, provides history)
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CREATE TABLE public.bank_file_imports (
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id uuid PRIMARY KEY DEFAULT uuid_generate_v4(),
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user_id uuid REFERENCES auth.users ON DELETE CASCADE NOT NULL,
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filename text NOT NULL,
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file_hash text NOT NULL,
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file_format text NOT NULL,
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transaction_count integer NOT NULL DEFAULT 0,
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imported_count integer NOT NULL DEFAULT 0,
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duplicate_count integer NOT NULL DEFAULT 0,
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matched_count integer NOT NULL DEFAULT 0,
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date_from date,
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date_to date,
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status text NOT NULL DEFAULT 'pending',
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error_message text,
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created_at timestamptz NOT NULL DEFAULT now(),
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updated_at timestamptz NOT NULL DEFAULT now(),
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UNIQUE (user_id, file_hash)
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);
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ALTER TABLE public.bank_file_imports ENABLE ROW LEVEL SECURITY;
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CREATE POLICY "bank_file_imports_select" ON public.bank_file_imports
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FOR SELECT USING (auth.uid() = user_id);
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CREATE POLICY "bank_file_imports_insert" ON public.bank_file_imports
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FOR INSERT WITH CHECK (auth.uid() = user_id);
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CREATE POLICY "bank_file_imports_update" ON public.bank_file_imports
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FOR UPDATE USING (auth.uid() = user_id);
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CREATE TRIGGER bank_file_imports_updated_at
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BEFORE UPDATE ON public.bank_file_imports
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FOR EACH ROW EXECUTE FUNCTION public.update_updated_at_column();
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