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>
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co-authored by
Claude Opus 4.7
parent
ab63da8324
commit
1af977950b
@@ -7,4 +7,6 @@ export const ENABLED_EXTENSION_IDS: ReadonlySet<string> = new Set([
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'tic',
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'mcp-server',
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'cloud-backup',
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'invoice-inbox',
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'ai-agent',
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])
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@@ -6,6 +6,8 @@ import { arcimMigrationExtension } from '@/extensions/general/arcim-migration'
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import { ticExtension } from '@/extensions/general/tic'
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import { mcpServerExtension } from '@/extensions/general/mcp-server'
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import { cloudBackupExtension } from '@/extensions/general/cloud-backup'
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import { invoiceInboxExtension } from '@/extensions/general/invoice-inbox'
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import { aiAgentExtension } from '@/extensions/general/ai-agent'
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export const FIRST_PARTY_EXTENSIONS: Extension[] = [
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enableBankingExtension,
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@@ -14,4 +16,6 @@ export const FIRST_PARTY_EXTENSIONS: Extension[] = [
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ticExtension,
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mcpServerExtension,
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cloudBackupExtension,
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invoiceInboxExtension,
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aiAgentExtension,
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]
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@@ -80,5 +80,38 @@ export const EXTENSION_DEFINITIONS: Record<string, ExtensionDefinition[]> = {
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"hasOwnData": true,
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"subscriptionNotice": "Kräver ett Google-konto. Uppladdningar sker direkt till din Drive — ingen data lagras hos tredje part utöver Google."
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},
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{
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"slug": "invoice-inbox",
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"name": "Dokumentinkorg",
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"sector": "general",
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"category": "import",
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"icon": "Inbox",
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"dataPattern": "both",
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"description": "AI-klassificering och extraktion av leverantörsfakturor och kvitton",
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"longDescription": "Varje bolag får en unik fakturainkorg-adress. Fakturor som skickas dit fångas automatiskt, klassificeras med AI (leverantör, belopp, moms) och matchas mot transaktioner. Kräver AWS Bedrock och Resend.",
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"readsCoreTables": [
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"document_attachments",
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"suppliers",
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"transactions"
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],
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"hasOwnData": true
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},
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{
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"slug": "ai-agent",
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"name": "AI-agent (beta)",
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"sector": "general",
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"category": "operations",
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"icon": "Sparkles",
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"dataPattern": "core",
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"description": "Autonom bokföring — AI föreslår match + bokföring, du godkänner.",
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"longDescription": "När ett kvitto kommer in föreslår AI-agenten först vilken banktransaktion som matchar, sedan hur det ska bokföras. Du granskar och godkänner varje steg — inget bokförs automatiskt. Om AI:n inte kan producera ett förslag (oläslig bild, ingen matchande transaktion, osäker moms) frågar den dig specifikt vad som behövs.",
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"readsCoreTables": [
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"invoice_inbox_items",
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"transactions",
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"ai_proposals",
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"ai_requests",
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"processing_history"
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]
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},
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],
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}
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@@ -8,4 +8,5 @@ export const WORKSPACES: Record<string, ComponentType<WorkspaceComponentProps>>
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'general/arcim-migration': dynamic(() => import('@/components/extensions/general/ArcimMigrationWorkspace')),
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'general/tic': dynamic(() => import('@/components/extensions/general/TicWorkspace')),
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'general/cloud-backup': dynamic(() => import('@/components/extensions/general/CloudBackupWorkspace')),
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'general/invoice-inbox': dynamic(() => import('@/components/extensions/general/InvoiceInboxWorkspace')),
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}
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