refactor: consolidate AI analyzers into shared lib/ai module and add journal entry reversal columns

Extract shared vision/document analysis logic into lib/ai (vision-client, document-analyzer,
image preprocessing, validation helpers), simplifying invoice-analyzer, receipt-analyzer, and
document classifier. Add migration 046 for journal entry reversal/correction link columns
(reversed_by_id, reverses_id, correction_of_id) required by storno service. Update extension
components and shared UI.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
Jakob Wennberg
2026-02-26 17:14:44 +01:00
co-authored by Claude Opus 4.6
parent 6d647b956c
commit 3f255ea201
42 changed files with 2090 additions and 1127 deletions
+53 -172
View File
@@ -3,42 +3,29 @@ import { describe, it, expect, vi, beforeEach } from 'vitest'
// Mock server-only
vi.mock('server-only', () => ({}))
// Mock Anthropic SDK - vi.hoisted ensures the variable is available before vi.mock hoisting
const { mockCreate } = vi.hoisted(() => {
const mockCreate = vi.fn()
return { mockCreate }
})
// Mock the core document-analyzer module
const { mockClassify } = vi.hoisted(() => ({
mockClassify: vi.fn(),
}))
vi.mock('@anthropic-ai/sdk', () => {
return {
default: class MockAnthropic {
messages = { create: mockCreate }
},
}
})
vi.mock('@/lib/ai/document-analyzer', () => ({
classifyDocument: mockClassify,
}))
import { classifyDocument } from '../classifier'
function makeResponse(json: Record<string, unknown>) {
return {
content: [{ type: 'text', text: JSON.stringify(json) }],
}
}
describe('classifyDocument', () => {
beforeEach(() => {
vi.clearAllMocks()
})
it('classifies a supplier invoice', async () => {
mockCreate.mockResolvedValueOnce(
makeResponse({
type: 'supplier_invoice',
confidence: 0.95,
reasoning: 'Contains invoice number, bankgiro, and supplier details',
isReverseCharge: false,
})
)
mockClassify.mockResolvedValueOnce({
type: 'supplier_invoice',
confidence: 0.95,
reasoning: 'Contains invoice number, bankgiro, and supplier details',
isReverseCharge: false,
})
const result = await classifyDocument('base64data', 'application/pdf')
@@ -48,13 +35,11 @@ describe('classifyDocument', () => {
})
it('classifies a receipt', async () => {
mockCreate.mockResolvedValueOnce(
makeResponse({
type: 'receipt',
confidence: 0.92,
reasoning: 'Store receipt with line items and total',
})
)
mockClassify.mockResolvedValueOnce({
type: 'receipt',
confidence: 0.92,
reasoning: 'Store receipt with line items and total',
})
const result = await classifyDocument('base64data', 'image/jpeg')
@@ -64,13 +49,11 @@ describe('classifyDocument', () => {
})
it('classifies a government letter', async () => {
mockCreate.mockResolvedValueOnce(
makeResponse({
type: 'government_letter',
confidence: 0.88,
reasoning: 'Letter from Skatteverket',
})
)
mockClassify.mockResolvedValueOnce({
type: 'government_letter',
confidence: 0.88,
reasoning: 'Letter from Skatteverket',
})
const result = await classifyDocument('base64data', 'application/pdf')
@@ -80,13 +63,11 @@ describe('classifyDocument', () => {
})
it('classifies unknown documents', async () => {
mockCreate.mockResolvedValueOnce(
makeResponse({
type: 'unknown',
confidence: 0.5,
reasoning: 'Cannot determine document type',
})
)
mockClassify.mockResolvedValueOnce({
type: 'unknown',
confidence: 0.5,
reasoning: 'Cannot determine document type',
})
const result = await classifyDocument('base64data', 'image/png')
@@ -95,14 +76,12 @@ describe('classifyDocument', () => {
})
it('detects reverse charge on EU invoices', async () => {
mockCreate.mockResolvedValueOnce(
makeResponse({
type: 'supplier_invoice',
confidence: 0.93,
reasoning: 'EU invoice with reverse charge',
isReverseCharge: true,
})
)
mockClassify.mockResolvedValueOnce({
type: 'supplier_invoice',
confidence: 0.93,
reasoning: 'EU invoice with reverse charge',
isReverseCharge: true,
})
const result = await classifyDocument('base64data', 'application/pdf')
@@ -110,129 +89,31 @@ describe('classifyDocument', () => {
expect(result.isReverseCharge).toBe(true)
})
it('retries on API error', async () => {
mockCreate
.mockRejectedValueOnce(new Error('API timeout'))
.mockResolvedValueOnce(
makeResponse({
type: 'receipt',
confidence: 0.9,
reasoning: 'Receipt',
})
)
const result = await classifyDocument('base64data', 'image/jpeg')
expect(result.type).toBe('receipt')
expect(mockCreate).toHaveBeenCalledTimes(2)
})
it('throws on JSON parse error without retry', async () => {
mockCreate.mockResolvedValueOnce({
content: [{ type: 'text', text: 'not valid json' }],
it('delegates to core classify', async () => {
mockClassify.mockResolvedValueOnce({
type: 'receipt',
confidence: 0.9,
reasoning: 'Receipt',
})
await expect(classifyDocument('base64data', 'image/jpeg')).rejects.toThrow(
'Failed to parse AI response'
)
expect(mockCreate).toHaveBeenCalledTimes(1)
await classifyDocument('base64data', 'image/jpeg')
expect(mockClassify).toHaveBeenCalledWith('base64data', 'image/jpeg')
})
it('throws on unsupported MIME type', async () => {
it('propagates errors from core', async () => {
mockClassify.mockRejectedValueOnce(new Error('Vision API call failed after 3 attempts'))
await expect(classifyDocument('base64data', 'image/jpeg')).rejects.toThrow(
'Vision API call failed after 3 attempts'
)
})
it('propagates unsupported MIME type errors', async () => {
mockClassify.mockRejectedValueOnce(new Error('Unsupported file type: text/plain'))
await expect(classifyDocument('base64data', 'text/plain')).rejects.toThrow(
'Unsupported file type: text/plain'
)
expect(mockCreate).not.toHaveBeenCalled()
})
it('falls back to unknown for invalid type values', async () => {
mockCreate.mockResolvedValueOnce(
makeResponse({
type: 'invalid_type',
confidence: 0.8,
reasoning: 'Test',
})
)
const result = await classifyDocument('base64data', 'image/jpeg')
expect(result.type).toBe('unknown')
})
it('handles PDF content blocks correctly', async () => {
mockCreate.mockResolvedValueOnce(
makeResponse({
type: 'supplier_invoice',
confidence: 0.95,
reasoning: 'PDF invoice',
isReverseCharge: false,
})
)
await classifyDocument('base64data', 'application/pdf')
expect(mockCreate).toHaveBeenCalledWith(
expect.objectContaining({
messages: [
{
role: 'user',
content: expect.arrayContaining([
expect.objectContaining({ type: 'document' }),
]),
},
],
})
)
})
it('handles image content blocks correctly', async () => {
mockCreate.mockResolvedValueOnce(
makeResponse({
type: 'receipt',
confidence: 0.9,
reasoning: 'Image receipt',
})
)
await classifyDocument('base64data', 'image/png')
expect(mockCreate).toHaveBeenCalledWith(
expect.objectContaining({
messages: [
{
role: 'user',
content: expect.arrayContaining([
expect.objectContaining({ type: 'image' }),
]),
},
],
})
)
})
it('strips markdown code blocks from response', async () => {
mockCreate.mockResolvedValueOnce({
content: [
{
type: 'text',
text: '```json\n{"type":"receipt","confidence":0.9,"reasoning":"Test"}\n```',
},
],
})
const result = await classifyDocument('base64data', 'image/jpeg')
expect(result.type).toBe('receipt')
})
it('throws after max retries', async () => {
mockCreate
.mockRejectedValueOnce(new Error('API error 1'))
.mockRejectedValueOnce(new Error('API error 2'))
.mockRejectedValueOnce(new Error('API error 3'))
await expect(classifyDocument('base64data', 'image/jpeg')).rejects.toThrow(
'Document classification failed after 3 attempts'
)
expect(mockCreate).toHaveBeenCalledTimes(3)
})
})
+9 -146
View File
@@ -1,30 +1,19 @@
/**
* Document Classifier using Claude Haiku Vision API
* Document Classifier — thin wrapper around lib/ai/document-analyzer.
*
* SERVER-ONLY: This module uses the Anthropic SDK and must only be imported
* in server components or API routes.
* SERVER-ONLY: delegates to the shared vision client.
*
* Classifies documents as supplier invoices, receipts, government letters,
* or unknown. Also detects EU reverse charge for supplier invoices.
*
* This module preserves the original public API — existing callers see no change.
*/
import 'server-only'
import Anthropic from '@anthropic-ai/sdk'
import type { DocumentClassificationType } from '@/types'
import { classifyDocument as classifyCore } from '@/lib/ai/document-analyzer'
const anthropic = new Anthropic()
const MAX_RETRIES = 3
const RETRY_DELAY_MS = 1000
type ImageMediaType = 'image/jpeg' | 'image/png' | 'image/webp' | 'image/gif'
export interface DocumentClassification {
type: DocumentClassificationType
confidence: number
reasoning: string
isReverseCharge?: boolean
}
// Re-export the type so existing imports work
export type { DocumentClassification } from '@/lib/ai/document-analyzer'
/**
* Classify a document using Claude Haiku Vision.
@@ -33,132 +22,6 @@ export interface DocumentClassification {
export async function classifyDocument(
base64: string,
mimeType: string
): Promise<DocumentClassification> {
const systemPrompt = `Du är expert på att klassificera svenska affärsdokument.
Din uppgift är att avgöra vilken typ av dokument som visas.
DOKUMENTTYPER:
- supplier_invoice: Leverantörsfaktura (har fakturanummer, bankgiro/plusgiro, förfallodatum, leverantörsuppgifter)
- receipt: Kvitto (butiks-/restaurangkvitto, kort betalningsbevis med artikelrader)
- government_letter: Myndighetspost (från Skatteverket, Bolagsverket, Försäkringskassan, kommun, etc.)
- unknown: Annat dokument som inte passar ovan
FÖR LEVERANTÖRSFAKTUROR - kontrollera även:
- Är fakturan från en utländsk/EU-leverantör utan svensk moms?
- Nämner dokumentet "reverse charge", "omvänd skattskyldighet", eller "artikel 196"?
- Har leverantören ett VAT-nummer som INTE börjar med SE?
Om ja: flagga isReverseCharge = true`
const userPrompt = `Klassificera detta dokument. Returnera ENDAST ett JSON-objekt:
{
"type": "supplier_invoice" | "receipt" | "government_letter" | "unknown",
"confidence": 0.95,
"reasoning": "Kort förklaring",
"isReverseCharge": false
}
Returnera ENDAST JSON-objektet, ingen annan text.`
const isPdf = mimeType === 'application/pdf'
const isImage = mimeType.startsWith('image/')
if (!isPdf && !isImage) {
throw new Error(`Unsupported file type: ${mimeType}`)
}
let lastError: Error | null = null
for (let attempt = 0; attempt < MAX_RETRIES; attempt++) {
try {
const contentBlocks: Anthropic.MessageCreateParams['messages'][0]['content'] = isPdf
? [
{
type: 'document' as const,
source: {
type: 'base64' as const,
media_type: 'application/pdf' as const,
data: base64,
},
},
{ type: 'text' as const, text: userPrompt },
]
: [
{
type: 'image' as const,
source: {
type: 'base64' as const,
media_type: mimeType as ImageMediaType,
data: base64,
},
},
{ type: 'text' as const, text: userPrompt },
]
const message = await anthropic.messages.create({
model: 'claude-haiku-4-5-20251001',
max_tokens: 1024,
messages: [{ role: 'user', content: contentBlocks }],
system: systemPrompt,
})
const content = message.content[0]
if (content.type !== 'text') {
throw new Error('Unexpected response type from AI')
}
let jsonText = content.text.trim()
if (jsonText.startsWith('```json')) {
jsonText = jsonText.slice(7)
} else if (jsonText.startsWith('```')) {
jsonText = jsonText.slice(3)
}
if (jsonText.endsWith('```')) {
jsonText = jsonText.slice(0, -3)
}
jsonText = jsonText.trim()
const parsed = JSON.parse(jsonText)
return validateClassification(parsed)
} catch (error) {
lastError = error instanceof Error ? error : new Error('Unknown error')
if (error instanceof SyntaxError) {
throw new Error(`Failed to parse AI response: ${lastError.message}`)
}
if (attempt < MAX_RETRIES - 1) {
await sleep(RETRY_DELAY_MS * (attempt + 1))
}
}
}
throw new Error(`Document classification failed after ${MAX_RETRIES} attempts: ${lastError?.message}`)
}
const VALID_TYPES: DocumentClassificationType[] = [
'supplier_invoice',
'receipt',
'government_letter',
'unknown',
]
function validateClassification(raw: unknown): DocumentClassification {
if (!raw || typeof raw !== 'object') {
throw new Error('Invalid classification result: not an object')
}
// eslint-disable-next-line @typescript-eslint/no-explicit-any
const data = raw as any
const type = VALID_TYPES.includes(data.type) ? data.type : 'unknown'
const confidence = typeof data.confidence === 'number' ? data.confidence : 0.5
const reasoning = typeof data.reasoning === 'string' ? data.reasoning : ''
const isReverseCharge = type === 'supplier_invoice' ? Boolean(data.isReverseCharge) : undefined
return { type, confidence, reasoning, isReverseCharge }
}
function sleep(ms: number): Promise<void> {
return new Promise((resolve) => setTimeout(resolve, ms))
) {
return classifyCore(base64, mimeType)
}