Ai/full autonomous flow (#359)
* Refactor bookkeeping error handling and introduce new error classes - Introduced new error classes for better error categorization: - JournalEntryNotBalancedError - FiscalPeriodNotFoundError - EntryDateOutsideFiscalPeriodError - JournalEntryNotFoundError - CannotReverseNonPostedError - CannotCorrectNonPostedError - EntryAlreadyReversedError - CurrencyRevaluationAlreadyExistsError - InvalidMappingResultError - BookkeepingDatabaseError - Updated existing functions in engine.ts and transaction-entries.ts to throw specific errors instead of generic ones. - Enhanced error response handling in get-error-message.ts to provide localized messages for new error types. - Added unit tests for new error classes and error handling functions to ensure correctness and coverage. * feat(ai): implement AI proposal application and persistence - Add apply.ts to handle the application of AI proposals, including match and booking steps. - Introduce persist.ts for inserting and managing AI requests and proposals, ensuring unique constraints. - Create re-validate.ts for validating proposals before acceptance, checking for stale conditions. - Define database migrations for ai_requests and ai_proposals tables, including constraints and indexes. - Enhance journal_entries with AI provenance tracking, linking entries to AI proposals. - Update categorization_templates to distinguish AI-corrected templates. - Add company settings for toggling AI flow and managing backfill processes. - Extend processing_history to include AI-related events for better tracking. * feat: add uncategorized transactions API and UI for transaction selection - Implemented a new API endpoint for fetching uncategorized transactions with pagination and filtering options. - Created ChangeTransactionDialog component for selecting alternative transactions based on AI proposals. - Developed ReceiptDetailDialog to display detailed information about receipts, including upload functionality. - Added TransactionDetailDialog for viewing transaction details with links to the transaction list. - Introduced receipt quality assessment logic to evaluate extracted receipt data. - Implemented feature flagging for the AI bookkeeping agent to control availability in different environments. * feat: add manual receipt extraction dialog and integrate AWS Textract for expense analysis - Added ManualExtractDialog component for user input when AI fails to extract receipt data. - Implemented ReceiptsList component to manage and display uploaded receipts, including upload and rescan functionalities. - Introduced Textract integration for analyzing expenses, extracting fields like total, vendor, and date. - Updated package.json to include @aws-sdk/client-textract dependency. * fix(ai): handle livsmedel VAT transition (12% → 6%) in booking prompt and re-validate guard Add date-aware guidance to BOOKING_SYSTEM_PROMPT for the temporary livsmedel VAT cut (Prop. 2025/26:55, 2026-04-01 to 2027-12-31), with restaurang/servering carve-out at 12%. Add a re-validate safety net that rejects clearly-stale rate labels for grocery-chain merchants relative to the entry date. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
Mattsson
co-authored by
Claude Opus 4.7
Claude Opus 4.7
parent
ab63da8324
commit
1af977950b
@@ -27,7 +27,10 @@ import {
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TrendingUp,
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ClipboardCheck,
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HandCoins,
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Sparkles,
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} from 'lucide-react'
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import { ENABLED_EXTENSION_IDS } from '@/lib/extensions/_generated/enabled-extensions'
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import { isAgentInboxEnabled } from '@/lib/ai/feature-flag'
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import { resolveIcon } from '@/lib/extensions/icon-resolver'
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import { SupportLink } from '@/components/ui/support-link'
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import CompanySwitcher from '@/components/dashboard/CompanySwitcher'
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@@ -57,6 +60,7 @@ interface NavItem {
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modes?: EntityType[] // If set, only visible for these entity types. If not set, visible to all.
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hidden?: boolean // Temporarily hide from sidebar
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comingSoon?: boolean // Visible but disabled; shows "Kommer snart" badge
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devBadge?: boolean // Shows a "Dev" badge to indicate dev-only feature
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}
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// All nav items for sidebar and mobile drawer
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@@ -74,6 +78,8 @@ const navItems: NavItem[] = [
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{ href: '/supplier-invoices', label: 'Leverantörsfakturor', icon: FileInput, group: 'inköp', hidden: true },
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// General accounting
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{ href: '/pending', label: 'Granskning', icon: ClipboardCheck, group: 'redovisning' },
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{ href: '/receipts', label: 'Kvitton', icon: Receipt, group: 'redovisning', hidden: !ENABLED_EXTENSION_IDS.has('invoice-inbox'), devBadge: true },
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{ href: '/agent-inbox', label: 'Agent-inkorg', icon: Sparkles, group: 'redovisning', hidden: !ENABLED_EXTENSION_IDS.has('ai-agent') || !isAgentInboxEnabled(), devBadge: true },
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{ href: '/transactions', label: 'Transaktioner', icon: ArrowLeftRight, group: 'redovisning' },
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{ href: '/bookkeeping', label: 'Bokföring', icon: BookOpen, group: 'redovisning' },
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{ href: '/reports', label: 'Rapporter', icon: BarChart3, group: 'redovisning' },
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@@ -265,6 +271,10 @@ export default function DashboardNav({ companyName: _companyName, entityType, un
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<span className="ml-auto rounded-full bg-muted/60 text-muted-foreground/70 text-[9px] font-medium uppercase tracking-wider px-1.5 py-0.5">
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Kommer snart
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</span>
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) : item.devBadge ? (
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<span className="ml-auto rounded-full bg-muted/60 text-muted-foreground/70 text-[9px] font-medium uppercase tracking-wider px-1.5 py-0.5">
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Dev
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</span>
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) : badge !== null && (
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<span className="ml-auto min-w-[18px] h-[18px] flex items-center justify-center rounded-full bg-primary/15 text-primary text-[10px] font-semibold px-1">
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{badge > 99 ? '99+' : badge}
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@@ -592,6 +602,10 @@ export default function DashboardNav({ companyName: _companyName, entityType, un
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<span className="rounded-full bg-muted/60 text-muted-foreground/70 text-[9px] font-medium uppercase tracking-wider px-1.5 py-0.5">
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Kommer snart
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</span>
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) : item.devBadge ? (
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<span className="rounded-full bg-muted/60 text-muted-foreground/70 text-[9px] font-medium uppercase tracking-wider px-1.5 py-0.5">
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Dev
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</span>
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) : badge !== null && (
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<span className="min-w-[20px] h-[20px] flex items-center justify-center rounded-full bg-primary/15 text-primary text-[10px] font-semibold px-1.5">
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{badge > 99 ? '99+' : badge}
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