* feat(parties): phase 1 substrate, one party per counterpart
Adds the identity layer above customers and suppliers, which keep their
tables and every foreign key and gain a nullable party_id.
- parties: company-scoped identity with status (suggested | confirmed),
kind, alias keys, origin and merged_into. One live party per org number
and company, enforced by a partial unique index; merged losers leave the
index so a merge can be undone. This is the unique key the
duplicate-invoice guard has lacked, since suppliers never had one.
- party_facts: statements with a source, a rank (preferred | normal |
deprecated) and two time axes, never overwritten.
- party_identities: bankgiro, plusgiro, IBAN and friends per party, with
seen and paid counts and a known | unverified status.
- party_decisions: every human action on a party as a labelled example.
- normalize_org_number(text): SQL mirror of lib/invariants/org-number.ts
(strip separators, drop the century on 12 digits, Luhn check, 10 digits).
- ensure_party(): find by org number inside the company, else create.
Name-only rows never merge at insert time; a name merge is a recorded
human decision.
- Backfill: one party per existing supplier and customer, merged on org
number, suppliers first so both roles land on one party.
- Archive contract: the four tables are master data in the full archive.
Observed parties (keys derived from voucher and bank text) are not stored;
they stay computed by the ledger-context RPC. No posted entry is touched.
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
* feat(parties): observed parties from voucher text, ledger_key and its mirror
Migrants arrive with vouchers, not bank transactions, so the bank-keyed
ledger context is empty for them. This adds the description-keyed twin.
- public.ledger_key(text): legibility key on top of the frozen
normalize_counterparty_key mirror: strips AP-register prefixes (levfakt,
leverantörsfaktura från N, levbet, faktura, kvitto, utgift), the supplier
number that follows them, and trailing 1-3 digit runs, never "inköp".
Mirrored by lib/parties/ledger-key.ts; the pair is pinned by a shared
fixture list in the pg test.
- public.get_observed_parties(company, from_date, limit): posted vouchers
grouped by ledger_key(description) with occurrences, variants, expense
and revenue SEK from the lines, first/last seen, median cadence and the
Laplace-smoothed dominant result account. Excludes storno, opening
balance, year-end and VAT settlement, and vouchers that carry a bank
merchant name (those stay with get_ledger_deep_context). SECURITY
INVOKER, so RLS scopes it. Never stored.
- lib/parties/classify.ts: the deterministic pre-classifier moved out of
the evaluation script so product and evaluation share one implementation
(0.965 agreement with the founder labels, party recall 0.99).
- lib/parties/observed.ts: RPC wrapper that classifies each row and
derives a display rhythm from the cadence.
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
* fix(parties): tenant-safe composite foreign keys on every party link
Facts, identities, decisions, customers.party_id, suppliers.party_id and
parties.merged_into now reference parties(id, company_id), so a row can
only point at a party in its own company. ON DELETE SET NULL names
party_id so role rows keep their company_id. Adds a pg-real test that
rejects every cross-company link and checks company_id survives a party
delete.
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
* feat(parties): suggestion pipeline from ledger keys and linked documents
Phase 1c of the parties plan. Fills a migrant's register with suggested
parties from what the ledger already knows, never as facts:
- get_ledger_key_evidence(company): hard keys per ledger_key from the
documents linked to posted vouchers (org number via normalize_org_number,
VAT, bankgiro, plusgiro, printed name). Documents whose supplier org is
the company's own are the company's sales invoices and only count in
self_docs.
- apply_party_suggestions(company, user, items): upserts suggestions.
Attaches by explicit party_id, org number or an exact alias key; never
by name. Identities become known at two sightings. Idempotent.
- decide_parties(company, user, ids, kind, note): bulk confirm or dismiss
with one party_decisions row each.
- parties.suggested_reason: the evidence summary the queue shows per row.
- lib/parties/suggest.ts: buildSuggestions (pure) and
suggestPartiesForCompany. Keys that mix two org numbers keep neither the
hard key nor identities; same-core live parties are reported as
similar_to for a person to decide. coreKey() moves into ledger-key.ts.
55 unit tests and 14 pg-real tests pass locally.
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
* fix(parties): decide_parties dismisses suggested parties only
Dismiss is the queue's answer to a suggestion; a confirmed party is never
archived through it. Superagent P2 on #2172.
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
* test(parties): type the rpc mock with its args so the ratchet stays clean
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
---------
Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
Jakob Wennberg
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