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
+147
-1
@@ -132,6 +132,8 @@ export type ProcessingHistoryAggregateType =
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| 'Period'
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| 'Migration'
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| 'System'
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| 'AIProposal'
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| 'AIRequest'
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export interface ProcessingHistoryEvent {
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event_id: string
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@@ -254,6 +256,12 @@ export interface CompanySettings {
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// Sandbox
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is_sandbox: boolean
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// AI agent (receipts v1). When ai_flow_enabled is true, the auto-book
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// path in lib/transactions/ingest.ts is disabled and every uncategorized
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// transaction becomes an AI proposal the user must accept.
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ai_flow_enabled: boolean
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ai_backfill_cancel_requested: boolean
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// Timestamps
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created_at: string
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updated_at: string
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@@ -982,6 +990,8 @@ export interface JournalEntry {
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rubric_version: string | null
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source_voucher_series: string | null
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source_voucher_number: number | null
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created_via: CreatedVia
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source_proposal_id: string | null
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created_at: string
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updated_at: string
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// Relations
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@@ -1073,7 +1083,7 @@ export interface VatJournalLine {
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}
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// Categorization template source
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export type CategorizationTemplateSource = 'sie_import' | 'user_approved' | 'sni_default' | 'auto_learned'
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export type CategorizationTemplateSource = 'sie_import' | 'user_approved' | 'sni_default' | 'auto_learned' | 'ai_corrected'
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// Multi-line booking pattern entry
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export interface LinePatternEntry {
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@@ -1225,6 +1235,10 @@ export interface CreateJournalEntryInput {
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voucher_series?: string
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notes?: string
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lines: CreateJournalEntryLineInput[]
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// AI agent provenance — set on the draft INSERT, then frozen at commit.
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// Manual/imported/system callers omit these; the engine defaults created_via to 'manual'.
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created_via?: CreatedVia
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source_proposal_id?: string
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}
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export interface CreateJournalEntryLineInput {
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@@ -2572,3 +2586,135 @@ export interface AGIDeclaration {
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created_at: string
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updated_at: string
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}
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// ============================================================================
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// AI agent flow (receipts v1)
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// ============================================================================
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// How was a journal entry created? `source_type` describes the business event;
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// `created_via` describes the method.
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export type CreatedVia = 'manual' | 'ai_proposed' | 'imported' | 'system'
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// The only subject type in v1 is inbox_item; invoices and bare transactions come later.
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export type AISubjectType = 'inbox_item'
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// Proposal step in the agent pipeline. A receipt goes match -> booking.
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export type AIProposalStepType = 'match' | 'booking'
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// Proposal lifecycle. Next step chains on accepted/skipped; rejected terminates the chain.
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export type AIProposalStatus =
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| 'pending'
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| 'accepted'
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| 'rejected'
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| 'skipped' // user went manual on this step
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| 'invalidated' // re-validation failed or superseded
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// Structured requests the AI makes when it can't produce a proposal.
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export type AIRequestType =
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| 'reupload_document'
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| 'pick_transaction'
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| 'specify_vat'
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| 'clarify_business_private'
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| 'needs_manual'
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export type AIRequestStatus = 'open' | 'resolved' | 'dismissed'
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// Proposal payload shapes (what lives in ai_proposals.proposal_json).
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export interface MatchProposalAlternative {
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transaction_id: string
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confidence: number
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reasoning: string
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}
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export interface MatchProposalPayload {
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matched_transaction_id: string
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alternatives: MatchProposalAlternative[]
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top_confidence: number
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}
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export interface BookingProposalLine {
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account_number: string
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debit_amount: number
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credit_amount: number
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description: string
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}
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export interface BookingProposalCounterpartyTemplate {
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counterparty_name: string
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debit_account: string
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credit_account: string
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vat_treatment: VatTreatment | null
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category: TransactionCategory | null
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}
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export interface BookingProposalPayload {
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lines: BookingProposalLine[]
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vat_treatment: VatTreatment | null
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default_private: boolean
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counterparty_template_proposal: BookingProposalCounterpartyTemplate | null
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fiscal_period_id: string
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entry_date: string
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description: string
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}
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export type AIProposalPayload = MatchProposalPayload | BookingProposalPayload
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// AI proposal row (ai_proposals table)
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export interface AIProposal {
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id: string
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company_id: string
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user_id: string
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subject_type: AISubjectType
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subject_id: string
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step_type: AIProposalStepType
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status: AIProposalStatus
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version: number
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proposal_json: AIProposalPayload
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confidence: number | null
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reasoning: string | null
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ai_request_id: string | null
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model: string
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prompt_version: string
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input_token_count: number
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output_token_count: number
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edit_diff: Record<string, unknown> | null
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applied_entry_id: string | null
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invalidated_reason: string | null
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created_at: string
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accepted_at: string | null
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accepted_by_user_id: string | null
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rejected_at: string | null
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updated_at: string
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}
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// AI request row (ai_requests table)
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export interface AIRequest {
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id: string
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company_id: string
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subject_type: AISubjectType
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subject_id: string
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request_type: AIRequestType
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message: string
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required_fields: Record<string, unknown> | null
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options: Record<string, unknown> | null
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status: AIRequestStatus
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response_json: Record<string, unknown> | null
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resolved_at: string | null
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resolved_by_user_id: string | null
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model: string | null
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prompt_version: string | null
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created_at: string
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updated_at: string
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}
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// Candidate transaction summary used in pick_transaction requests' options array.
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export interface PickTransactionOption {
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transaction_id: string
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date: string
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description: string
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amount: number
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currency: string
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merchant_name: string | null
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}
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