feat(reconciliation): promote bulk matching and bridge it from the inbox (#1571)
* feat(reconciliation): accept confidence_threshold on the bank run route Mirror the v1 route: RunReconciliationSchema gains an optional confidence_threshold (0..1) that passes through to runReconciliation as the server-side floor on the apply path. The UI sends 0.85 with a strong-only apply so a pair the fresh re-run scores lower is skipped instead of committed; omitting it keeps the legacy behavior where every selected pair applies. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(reconciliation): promote the bulk match flow and bridge it from the inbox The dry-run preview with pre-ticked strong matches existed but was never found: users matched whole migrations row by row. Three discoverability changes, no engine changes: - Bankavstamning: an attention line above the toolbar while unmatched transactions exist and no preview has run, with Forhandsgranska promoted to the filled variant. When every ticked preview pair is a strong match (>= 0.85) the apply button relabels to 'Matcha X starka traffar' and the apply sends confidence_threshold 0.85; mixed selections keep the plain label and omit the floor so manually ticked weaker pairs still apply. - Autorun bridge: ?autorun=1 on /reports/bank-reconciliation runs the preview once, only after appliedDates is set and not while datesDirty, so it can never cover a different window than the on-screen lists. - Transactions inbox: with >= 5 unbooked bank rows visible, an attention line links to the reconciliation with autorun (static text + count, no probe; the preview is the honest source of how many actually match). The review step stays: autorun lands on the preview table, one click from apply, and the server intersection guard is untouched. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
This commit is contained in:
co-authored by
Claude Fable 5
Jakob Wennberg
parent
1eebb75269
commit
1b829883ae
@@ -77,6 +77,83 @@ describe('POST /api/reconciliation/bank/run', () => {
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expect(response.status).toBe(403)
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})
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it('rejects an out-of-range confidence_threshold with 400', async () => {
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const request = createMockRequest('/api/reconciliation/bank/run', {
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method: 'POST',
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body: { dry_run: false, confidence_threshold: 1.5 },
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})
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const response = await POST(request, emptyParams)
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expect(response.status).toBe(400)
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expect(runReconciliationMock).not.toHaveBeenCalled()
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})
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it('rejects a negative confidence_threshold with 400', async () => {
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const request = createMockRequest('/api/reconciliation/bank/run', {
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method: 'POST',
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body: { dry_run: false, confidence_threshold: -0.1 },
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})
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const response = await POST(request, emptyParams)
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expect(response.status).toBe(400)
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expect(runReconciliationMock).not.toHaveBeenCalled()
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})
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it('passes confidence_threshold and selected_matches through to runReconciliation', async () => {
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// cash_accounts lookup: no row, '1930' default is exempt.
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enqueue({ data: null })
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const request = createMockRequest('/api/reconciliation/bank/run', {
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method: 'POST',
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body: {
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dry_run: false,
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confidence_threshold: 0.85,
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selected_matches: [
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{
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transaction_id: '11111111-1111-4111-8111-111111111111',
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journal_entry_id: '22222222-2222-4222-8222-222222222222',
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},
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],
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},
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})
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const response = await POST(request, emptyParams)
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expect(response.status).toBe(200)
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expect(runReconciliationMock).toHaveBeenCalledWith(
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supabase,
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'company-1',
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'user-1',
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expect.objectContaining({
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confidenceThreshold: 0.85,
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applyOnly: [
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{
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transactionId: '11111111-1111-4111-8111-111111111111',
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journalEntryId: '22222222-2222-4222-8222-222222222222',
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},
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],
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}),
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)
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})
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it('omits the confidence threshold when the client does not send one', async () => {
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// cash_accounts lookup: no row, '1930' default is exempt.
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enqueue({ data: null })
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const request = createMockRequest('/api/reconciliation/bank/run', {
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method: 'POST',
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body: { dry_run: false },
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})
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const response = await POST(request, emptyParams)
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expect(response.status).toBe(200)
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expect(runReconciliationMock).toHaveBeenCalledWith(
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supabase,
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'company-1',
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'user-1',
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expect.objectContaining({ confidenceThreshold: undefined }),
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)
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})
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it('rejects a non-default account with no cash_accounts row', async () => {
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// cash_accounts lookup finds nothing for 1932.
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enqueue({ data: null })
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@@ -12,7 +12,8 @@ export const POST = withRouteContext(
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async (request, { supabase, user, companyId }) => {
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const validation = await validateBody(request, RunReconciliationSchema)
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if (!validation.success) return validation.response
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const { date_from, date_to, account_number, dry_run, selected_matches } = validation.data
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const { date_from, date_to, account_number, dry_run, selected_matches, confidence_threshold } =
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validation.data
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const accountNumber = account_number ?? '1930'
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@@ -51,6 +52,9 @@ export const POST = withRouteContext(
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transactionId: m.transaction_id,
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journalEntryId: m.journal_entry_id,
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})),
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// Server-side floor on the apply path (mirrors the v1 route): pairs the
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// fresh re-run scores below it are skipped, not applied.
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confidenceThreshold: confidence_threshold,
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})
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return NextResponse.json({
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