Files
accounted/lib/documents/core-receipt-matcher.ts
T
Jakob Wennberg 39e407644d 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>
2026-02-25 16:59:02 +01:00

140 lines
4.2 KiB
TypeScript

/**
* Core Receipt Matcher — pure matching utility functions extracted from the
* receipt-ocr extension so they can be reused by the document matching engine.
*
* These are pure functions with no Supabase or extension dependencies.
*/
// Matching configuration (re-exported for consumers)
export const DATE_TOLERANCE_DAYS = 3
export const AMOUNT_TOLERANCE_PERCENT = 0.05
export const MIN_MATCH_CONFIDENCE = 0.4
/**
* Normalize a merchant name for comparison.
* Removes special characters, Swedish company suffixes, and extra whitespace.
*/
export function normalizeMerchantName(name: string): string {
return name
.toLowerCase()
.replace(/[^\w\såäöé]/g, '') // Remove special chars except Swedish letters
.replace(/\b(ab|hb|kb|ek|för|stiftelse)\b/g, '') // Remove company suffixes
.replace(/\s+/g, ' ')
.trim()
}
/**
* Calculate Levenshtein (edit) distance between two strings.
*/
export function levenshteinDistance(str1: string, str2: string): number {
const m = str1.length
const n = str2.length
const dp: number[][] = Array(m + 1)
.fill(null)
.map(() => Array(n + 1).fill(0))
for (let i = 0; i <= m; i++) dp[i][0] = i
for (let j = 0; j <= n; j++) dp[0][j] = j
for (let i = 1; i <= m; i++) {
for (let j = 1; j <= n; j++) {
const cost = str1[i - 1] === str2[j - 1] ? 0 : 1
dp[i][j] = Math.min(
dp[i - 1][j] + 1, // deletion
dp[i][j - 1] + 1, // insertion
dp[i - 1][j - 1] + cost // substitution
)
}
}
return dp[m][n]
}
/**
* Calculate merchant name similarity using Levenshtein distance and word overlap.
* Returns a value between 0 (no match) and 1 (exact match).
*/
export function calculateMerchantSimilarity(name1: string, name2: string): number {
if (!name1 || !name2) return 0
const n1 = normalizeMerchantName(name1)
const n2 = normalizeMerchantName(name2)
// Exact match
if (n1 === n2) return 1
// One contains the other
if (n1.includes(n2) || n2.includes(n1)) return 0.9
// Word overlap
const words1 = n1.split(/\s+/)
const words2 = n2.split(/\s+/)
const commonWords = words1.filter((w) => words2.includes(w))
if (commonWords.length > 0) {
const overlapScore = commonWords.length / Math.max(words1.length, words2.length)
if (overlapScore >= 0.5) return 0.7 + overlapScore * 0.2
}
// Levenshtein similarity
const distance = levenshteinDistance(n1, n2)
const maxLength = Math.max(n1.length, n2.length)
return 1 - distance / maxLength
}
/**
* Calculate a weighted match confidence score from date, amount, and merchant signals.
* Weights: amount 40%, merchant 35%, date 25%.
*
* When merchant similarity is 0, the merchant weight is excluded from the
* total weight so the confidence is normalized across the active signals only.
*/
export function calculateMatchConfidence(
dateVariance: number,
amountVariance: number,
merchantSimilarity: number,
dateTolerance: number = DATE_TOLERANCE_DAYS,
amountTolerance: number = AMOUNT_TOLERANCE_PERCENT
): { confidence: number; matchReasons: string[] } {
const matchReasons: string[] = []
let totalWeight = 0
let weightedScore = 0
// Date score (weight: 25%)
const dateScore = Math.max(0, 1 - dateVariance / dateTolerance)
if (dateScore >= 0.8) {
matchReasons.push(dateVariance === 0 ? 'Exakt datum' : `Datum ±${Math.round(dateVariance)} dagar`)
}
weightedScore += dateScore * 0.25
totalWeight += 0.25
// Amount score (weight: 40%)
const amountScore = Math.max(0, 1 - amountVariance / amountTolerance)
if (amountVariance < 0.01) {
matchReasons.push('Exakt belopp')
} else if (amountVariance < amountTolerance) {
matchReasons.push(`Belopp ±${Math.round(amountVariance * 100)}%`)
}
weightedScore += amountScore * 0.4
totalWeight += 0.4
// Merchant score (weight: 35%) — only counted when there's data
if (merchantSimilarity > 0) {
if (merchantSimilarity >= 0.9) {
matchReasons.push('Handlare matchar')
} else if (merchantSimilarity >= 0.6) {
matchReasons.push('Trolig handlarmatch')
}
weightedScore += merchantSimilarity * 0.35
totalWeight += 0.35
}
const confidence = totalWeight > 0 ? weightedScore / totalWeight : 0
return {
confidence: Math.round(confidence * 100) / 100,
matchReasons,
}
}