feat(agent): 'Vad din agent vet' page rendering the ledger context (P2) (#935)
* feat(agent): 'Vad din agent vet' page rendering the ledger context (P2) The human-facing surface for the openwiki ledger-context: a read-only page that renders the exact payload the AI agent reads (Accounted://ledger/context + the briefing digest) as a legible profile of how this company books. - Route app/(dashboard)/agent-knowledge (server component) calls the shared buildLedgerContext(supabase, companyId) directly: one payload, two renderers, no new API or data path. - Sections mirror the payload 1:1: coverage/freshness strip, counterparty patterns (monochrome confidence bars + seen/agree evidence), supplier patterns, explicit rules shown as authoritative instructions distinct from observed patterns, account usage, VAT profile, conventions. - Nav entry in the Analys group (icon Brain), ungated so it doubles as an upsell; flip requiredCapability to paywall. - Design per .claude/rules/design.md (PageHeader, Card, Table, Badge, AccountNumber BAS tooltips); sv + en strings (agentKnowledge namespace). VAT/BAS labels stay Swedish in both locales per i18n rules. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(agent): deep entity-resolved analysis + radial graph for the knowledge page Reworks the 'Vad din agent vet' page from tables into a radial-hub graph driven by a new full-history deep analysis, per founder feedback. - fix(rpc): median_booking_lag_days now measures real posting promptness via committed_at, not entry_date (which the bank flow sets to the transaction date, giving a ~0 tautology: 151/152 on prod). migration 20260708120000. - feat(rpc): get_ledger_deep_context (migration 20260708130000): full-history, deterministic, read-side. Merges counterparties by normalize_counterparty_key (e.g. Claude = 14 bookings across 12 name variants, weekly, 9 710 kr, always 5420), mines booked verifikat for SEK spend (coalesce amount_sek), detects recurrence cadence, dominant account + share, plus supplier entities. Storno excluded, corrections kept; 19xx/26xx excluded from the dominant contra. - LedgerGraph: radial SVG (company center, accounts inner ring, payees outer ring), hover/focus reveals variants + spend + cadence + account. Keyboard focusable nodes with per-node accessible names + a screen-reader data table. - Page fetches the deep context alongside the light context; coverage strip gains tracked-payee / recurring / tracked-spend stats. sv + en strings. - 14 pg tests (light + deep) green; both RPCs applied to prod + version-matched. Reviewed by an adversarial multi-lens pass (accounting/SQL, frontend/a11y, prod-fact verification); all four verified findings fixed (SEK currency, storno-lag guard, keyboard a11y, spacing tokens). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(agent): gentle mount fade-in for the radial map (reduced-motion safe) Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(agent): render the page for a rules-only company (empty-state edge case) isEmpty ignored explicit_rules, so a company with configured mapping rules but no posted transactions hit the 'hasn't learned anything' empty state and lost its rules section. Rules are independent of bookings. (CodeRabbit) Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(agent): show Kompetens (skills) + Fakta (memory) on the knowledge page The 'Vad din agent vet' page now shows the full picture of what the agent knows: alongside the booking map, a compact read-only view of its Kompetens (the Swedish accounting/tax knowledge atoms it ships with, grouped by tier as chips with active/dormant state) and the Fakta it remembers (top learned facts with kind + source), each linking to /settings/assistant for full management. Server-rendered via a new buildAgentCompetence() that mirrors GET /api/agent/skills + /api/agent/memory. Also renders in the no-bookings case so a new company still sees its agent's competence. sv + en strings. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * refactor(agent): restructure knowledge page - hero graph + tabbed detail Declutters the page per feedback: the booking map is the always-visible hero, and the supporting detail (Kompetens · Minne · Regler & profil) moves into tabs so only one view shows at a time instead of a long card stack. Split AgentCompetenceSections into standalone CompetenceCard + FactsCard for the tabs; removed the top stat row on request. sv + en. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(agent): Reconciliation Aurora rewrite of the ledger knowledge graph Full rewrite of LedgerGraph: node area = sqrt(spend), colour = cadence, shape = supplier/counterparty, confidence = depth-of-field; on-mount descriptor-collapse animation with xN badge; cadence pulse veins; deterministic seeded layout; framer-motion only (no new deps); keyboard navigation, reduced-motion and sr-only support. Build-verified; 3-lens adversarial review findings fixed. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(agent): sample-size-honest confidence in the ledger knowledge graph dominant_account_share was raw cnt/total, so a counterparty with a single booking rendered as '100% säkerhet': fake certainty by construction (the data_quality_master Item-C / P3 finding). New migration replaces get_ledger_deep_context with a Laplace-smoothed share (cnt+1)/(total+2) (1/1 -> 0.67, 3/3 -> 0.80) and exposes the raw evidence as dominant_account_count / dominant_account_total. The detail card now shows 'Bokförd hit i k av n fall' under the confidence bar; the existing focus buckets, stroke widths and percent labels inherit the honest value unchanged. pg-real test updated to guard the n=1 case. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
This commit is contained in:
Jakob Wennberg
co-authored by
Claude Fable 5
Claude Fable 5
parent
64ea0fef02
commit
4b51af3d80
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import type { SupabaseClient } from '@supabase/supabase-js'
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// Server-side read of the agent's competence (the domain-knowledge "atoms" it
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// ships with) and its top learned facts (memory), for the read-only overview
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// on the "Vad din agent vet" page. Mirrors GET /api/agent/skills and
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// GET /api/agent/memory so the two surfaces stay consistent; the full editable
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// management lives in /settings/assistant.
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export type AtomTier = 'horizontal' | 'vertical' | 'modifier'
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export interface AgentAtom {
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id: string
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tier: AtomTier
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title: string
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description: string
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/** horizontal atoms apply to every company; vertical/modifier only when the
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* composer selected them into this company's profile. */
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active: boolean
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}
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export type FactKind = 'fact' | 'preference' | 'pattern' | 'correction'
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export type FactSource = 'composer' | 'user_taught' | 'agent_learned' | 'derived'
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export interface AgentFact {
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id: string
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kind: FactKind
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content: string
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source: FactSource
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is_pinned: boolean
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}
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export interface AgentCompetence {
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atoms: AgentAtom[]
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facts: AgentFact[]
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/** Total active facts (before the overview cap), so the count is honest. */
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factsActiveTotal: number
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}
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const FACTS_LIMIT = 12
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export async function buildAgentCompetence(
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supabase: SupabaseClient,
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companyId: string,
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): Promise<AgentCompetence> {
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const [atomsRes, profileRes, factsRes, factsCountRes] = await Promise.all([
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// The atom registry is global product content, not tenant data.
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supabase
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.from('agent_atom_registry')
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.select('id, tier, title, description')
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.eq('is_active', true)
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.eq('mcp_exposed', true)
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.is('parent_atom_id', null)
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.order('tier', { ascending: true })
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.order('title', { ascending: true }),
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supabase
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.from('agent_profiles')
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.select('vertical_atoms, modifier_atoms')
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.eq('company_id', companyId)
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.maybeSingle(),
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supabase
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.from('agent_memory')
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.select('id, kind, content, source, is_pinned')
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.eq('company_id', companyId)
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.eq('is_active', true)
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.order('is_pinned', { ascending: false })
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.order('relevance_score', { ascending: false })
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.order('last_accessed_at', { ascending: false, nullsFirst: false })
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.order('created_at', { ascending: false })
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.limit(FACTS_LIMIT),
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supabase
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.from('agent_memory')
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.select('id', { count: 'exact', head: true })
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.eq('company_id', companyId)
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.eq('is_active', true),
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])
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if (atomsRes.error) throw new Error(`agent skills failed: ${atomsRes.error.message}`)
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if (factsRes.error) throw new Error(`agent memory failed: ${factsRes.error.message}`)
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const verticalActive = new Set((profileRes.data?.vertical_atoms as string[] | null) ?? [])
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const modifierActive = new Set((profileRes.data?.modifier_atoms as string[] | null) ?? [])
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const atoms: AgentAtom[] = (atomsRes.data ?? []).map((a) => {
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const tier = a.tier as AtomTier
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const active =
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tier === 'horizontal' ? true : tier === 'vertical' ? verticalActive.has(a.id) : modifierActive.has(a.id)
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return { id: a.id, tier, title: a.title, description: a.description, active }
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})
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const facts: AgentFact[] = (factsRes.data ?? []).map((f) => ({
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id: f.id,
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kind: f.kind as FactKind,
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content: f.content,
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source: f.source as FactSource,
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is_pinned: f.is_pinned,
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}))
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return { atoms, facts, factsActiveTotal: factsCountRes.count ?? facts.length }
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}
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@@ -0,0 +1,70 @@
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import type { SupabaseClient } from '@supabase/supabase-js'
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// Deep, entity-resolved analysis behind the "Vad din agent vet" page. Merges
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// counterparties across name variants, mines the booked verifikat for real
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// spend, and detects recurrence. Backed by the get_ledger_deep_context RPC
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// (full history, deterministic). See migration 20260708130000.
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export interface DeepEntity {
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/** Display label (the modal raw variant). */
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name: string
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/** Identity key: normalized counterparty key, or supplier id. */
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key: string
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/** Up to 8 distinct raw labels that merged into this entity. */
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variants: string[]
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/** True count of distinct raw labels merged. */
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variant_count: number
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/** Number of bookings. */
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occurrences: number
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/** Total paid, gross SEK (abs bank amount / invoice total). */
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total_amount: number
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first_seen: string
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last_seen: string
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/** Median gap between distinct booking dates, days. null if < 2 dates. */
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cadence_days: number | null
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dominant_account_number: string | null
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/**
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* Laplace-smoothed consistency (cnt+1)/(total+2), 0..1: sample-size-honest,
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* so a single booking reads 0.67, never 1.0 (migration 20260710090000).
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*/
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dominant_account_share: number | null
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/** Raw evidence: bookings on the dominant account. */
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dominant_account_count: number | null
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/** Raw evidence: all counted contra lines for the entity. */
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dominant_account_total: number | null
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dominant_vat?: string | null
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kind: 'counterparty' | 'supplier'
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}
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export interface DeepLedgerContext {
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counterparty_entities: DeepEntity[]
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supplier_entities: DeepEntity[]
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}
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interface DeepRow {
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counterparty_entities: Omit<DeepEntity, 'kind'>[]
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supplier_entities: Omit<DeepEntity, 'kind'>[]
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}
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/**
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* Full-history deep analysis. `fromDate = null` means all history; pass a date
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* to bound the lookback on large tenants (the cache layer is deferred).
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*/
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export async function buildDeepEntities(
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supabase: SupabaseClient,
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companyId: string,
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fromDate: string | null = null,
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): Promise<DeepLedgerContext> {
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const { data, error } = await supabase.rpc('get_ledger_deep_context', {
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p_company_id: companyId,
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p_from_date: fromDate,
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})
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if (error) {
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throw new Error(`ledger deep context failed: ${error.message}`)
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}
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const row = (data ?? { counterparty_entities: [], supplier_entities: [] }) as DeepRow
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return {
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counterparty_entities: (row.counterparty_entities ?? []).map((e) => ({ ...e, kind: 'counterparty' as const })),
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supplier_entities: (row.supplier_entities ?? []).map((e) => ({ ...e, kind: 'supplier' as const })),
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}
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}
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