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
2026-04-27 10:32:15 +02:00
committed by GitHub
co-authored by Claude Opus 4.7
parent ab63da8324
commit 1af977950b
70 changed files with 9735 additions and 451 deletions
@@ -7,4 +7,6 @@ export const ENABLED_EXTENSION_IDS: ReadonlySet<string> = new Set([
'tic',
'mcp-server',
'cloud-backup',
'invoice-inbox',
'ai-agent',
])
@@ -6,6 +6,8 @@ import { arcimMigrationExtension } from '@/extensions/general/arcim-migration'
import { ticExtension } from '@/extensions/general/tic'
import { mcpServerExtension } from '@/extensions/general/mcp-server'
import { cloudBackupExtension } from '@/extensions/general/cloud-backup'
import { invoiceInboxExtension } from '@/extensions/general/invoice-inbox'
import { aiAgentExtension } from '@/extensions/general/ai-agent'
export const FIRST_PARTY_EXTENSIONS: Extension[] = [
enableBankingExtension,
@@ -14,4 +16,6 @@ export const FIRST_PARTY_EXTENSIONS: Extension[] = [
ticExtension,
mcpServerExtension,
cloudBackupExtension,
invoiceInboxExtension,
aiAgentExtension,
]
@@ -80,5 +80,38 @@ export const EXTENSION_DEFINITIONS: Record<string, ExtensionDefinition[]> = {
"hasOwnData": true,
"subscriptionNotice": "Kräver ett Google-konto. Uppladdningar sker direkt till din Drive — ingen data lagras hos tredje part utöver Google."
},
{
"slug": "invoice-inbox",
"name": "Dokumentinkorg",
"sector": "general",
"category": "import",
"icon": "Inbox",
"dataPattern": "both",
"description": "AI-klassificering och extraktion av leverantörsfakturor och kvitton",
"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.",
"readsCoreTables": [
"document_attachments",
"suppliers",
"transactions"
],
"hasOwnData": true
},
{
"slug": "ai-agent",
"name": "AI-agent (beta)",
"sector": "general",
"category": "operations",
"icon": "Sparkles",
"dataPattern": "core",
"description": "Autonom bokföring — AI föreslår match + bokföring, du godkänner.",
"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.",
"readsCoreTables": [
"invoice_inbox_items",
"transactions",
"ai_proposals",
"ai_requests",
"processing_history"
]
},
],
}
@@ -8,4 +8,5 @@ export const WORKSPACES: Record<string, ComponentType<WorkspaceComponentProps>>
'general/arcim-migration': dynamic(() => import('@/components/extensions/general/ArcimMigrationWorkspace')),
'general/tic': dynamic(() => import('@/components/extensions/general/TicWorkspace')),
'general/cloud-backup': dynamic(() => import('@/components/extensions/general/CloudBackupWorkspace')),
'general/invoice-inbox': dynamic(() => import('@/components/extensions/general/InvoiceInboxWorkspace')),
}