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
@@ -67,6 +67,7 @@
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"dashboard": "Overview",
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"home": "Home",
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"assistant": "Assistant",
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"agent_knowledge": "What your agent knows",
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"bureau": "Bureau",
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"kpi": "KPIs",
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"invoice_inbox": "Documents",
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@@ -128,6 +129,116 @@
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"ext_tic": "Company profile",
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"ext_invoice_inbox": "Document inbox"
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},
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"agentKnowledge": {
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"title": "What your agent knows",
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"description": "How your company books, derived from your own accounting. This is the context your assistant reads before categorizing or creating vouchers.",
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"meta_window": "Period",
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"meta_posted_entries": "Posted vouchers",
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"meta_lag": "Typical booking lag",
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"meta_lag_value": "{days} days",
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"meta_computed": "Updated",
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"empty_title": "Your assistant hasn't learned anything yet",
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"empty_description": "As you book transactions, the assistant learns how your company codes each counterparty, supplier and account.",
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"empty_action": "Book transactions",
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"graph_title": "Booking map",
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"graph_description": "How the assistant sees your counterparties and suppliers flow into the chart of accounts. Colour shows rhythm, size the amount, and sharpness how sure the booking is. Hover a node for details.",
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"graph_hint": "Hover a node to see how it's booked.",
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"graph_account_caption": "{count} counterparties",
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"graph_payee_caption": "seen {seen}× · {share}% agree",
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"graph_aria": "Radial map: {payees} counterparties linked to {accounts} accounts.",
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"graph_truncated": "showing the most frequent",
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"legend_account": "Account",
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"legend_counterparty": "Counterparty",
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"legend_supplier": "Supplier",
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"legend_edge": "Line strength = confidence",
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"meta_entities": "Tracked payees",
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"meta_recurring": "Recurring",
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"meta_tracked_spend": "Tracked amount",
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"cap_bookings": "{n} bookings",
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"cap_variants": "{n} variants",
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"cadence_weekly": "~weekly",
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"cadence_monthly": "~monthly",
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"cadence_quarterly": "~quarterly",
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"cadence_irregular": "irregular",
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"graph_replay": "Replay",
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"graph_tally": "transactions · {payees} counterparties · {accounts} accounts, understood",
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"legend_size": "Size = amount",
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"legend_focus": "Sharpness = confidence",
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"card_variants": "Name variants",
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"card_confidence": "{share}% confidence",
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"card_evidence": "Booked here in {k} of {n} cases",
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"comp_title": "Competence",
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"comp_desc": "Knowledge areas of Swedish bookkeeping and tax the assistant builds on. Core competence applies to everyone; industry and company adaptation is chosen for your company.",
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"comp_empty": "No knowledge areas yet.",
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"comp_count": "{total} knowledge areas · {active} active",
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"comp_manage": "Read more",
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"tier_horizontal": "Core competence",
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"tier_vertical": "Tailored to your industry",
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"tier_modifier": "Your company situation",
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"badge_dormant": "Dormant",
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"facts_title": "Facts the assistant remembers",
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"facts_desc": "Notes the assistant uses to give you the right advice. Pinned facts are always included.",
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"facts_empty": "No memories yet.",
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"facts_more": "+{n} more",
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"facts_manage": "Manage memory",
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"facts_pinned": "Pinned",
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"kind_fact": "Fact",
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"kind_preference": "Preference",
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"kind_pattern": "Pattern",
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"kind_correction": "Correction",
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"source_composer": "Loaded at startup",
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"source_user_taught": "You taught me",
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"source_agent_learned": "I noted",
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"source_derived": "Derived",
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"tab_competence": "Competence",
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"tab_memory": "Memory",
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"tab_config": "Rules & profile",
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"footer_basis": "Based on {entries} posted vouchers · updated {date}",
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"cp_title": "Booking patterns by counterparty",
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"cp_description": "The most frequent counterparties from the bank feed and how they are usually booked. The evidence is historical frequency, not a guarantee: the assistant suggests, you approve.",
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"sup_title": "Patterns by supplier",
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"sup_description": "Derived from supplier invoices: the dominant expense account and VAT treatment per supplier.",
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"rules_title": "Your rules",
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"rules_description": "Rules you set yourself. They are instructions and take precedence over observed patterns.",
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"acc_title": "Account usage",
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"acc_description": "Accounts actually in use, the 20 most frequent over the last 12 months.",
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"vat_title": "VAT profile",
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"vat_description": "Observed VAT handling.",
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"conv_title": "Conventions",
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"conv_description": "How your company is set up.",
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"col_counterparty": "Counterparty",
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"col_supplier": "Supplier",
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"col_account": "Account",
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"col_vat": "VAT",
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"col_evidence": "Confidence",
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"col_last": "Last",
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"col_rule": "Rule",
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"col_match": "Match",
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"col_postings": "Postings",
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"col_last_used": "Last used",
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"ev_counts": "{agree} of {seen} times",
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"src_observed": "Observed",
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"src_template": "Learned",
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"src_rule": "Rule",
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"none_cp": "No counterparty patterns yet.",
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"vat_registered_label": "VAT registered",
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"vat_period_label": "Reporting period",
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"vat_treatments_label": "VAT types used",
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"vat_no_treatments": "None yet",
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"conv_method_label": "Accounting method",
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"conv_series_label": "Voucher series",
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"conv_salary_label": "Payroll run active",
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"conv_lag_label": "Typical booking lag",
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"method_accrual": "Accrual (invoice) method",
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"method_cash": "Cash method",
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"method_unknown": "Not set",
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"period_monthly": "Monthly",
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"period_quarterly": "Quarterly",
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"period_yearly": "Yearly",
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"unknown": "Not set",
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"yes": "Yes",
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"no": "No"
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},
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"auth": {
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"login_title": "Sign in",
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"login_subtitle": "Sign in to manage your finances",
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@@ -67,6 +67,7 @@
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"dashboard": "Översikt",
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"home": "Hem",
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"assistant": "Assistent",
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"agent_knowledge": "Vad din agent vet",
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"bureau": "Byrå",
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"kpi": "Nyckeltal",
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"invoice_inbox": "Underlag",
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@@ -128,6 +129,116 @@
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"ext_tic": "Företagsprofil",
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"ext_invoice_inbox": "Dokumentinkorg"
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},
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"agentKnowledge": {
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"title": "Vad din agent vet",
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"description": "Så här bokför ditt företag, härlett ur din egen bokföring. Det här är sammanhanget din assistent läser innan den kategoriserar eller skapar verifikationer.",
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"meta_window": "Period",
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"meta_posted_entries": "Bokförda verifikationer",
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"meta_lag": "Typisk bokföringstid",
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"meta_lag_value": "{days} dagar",
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"meta_computed": "Uppdaterad",
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"empty_title": "Din assistent har inte lärt sig något än",
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"empty_description": "När du bokför transaktioner lär sig assistenten hur ditt företag konterar varje motpart, leverantör och konto.",
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"empty_action": "Bokför transaktioner",
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"graph_title": "Konteringskarta",
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"graph_description": "Så här ser assistenten dina motparter och leverantörer flöda in i kontoplanen. Färgen visar rytmen, storleken beloppet och skärpan hur säker konteringen är. Peka på en nod för detaljer.",
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"graph_hint": "Peka på en nod för att se hur den bokförs.",
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"graph_account_caption": "{count} motparter",
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"graph_payee_caption": "sedd {seen} ggr · {share}% lika",
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"graph_aria": "Radiell karta: {payees} motparter kopplade till {accounts} konton.",
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"graph_truncated": "visar de vanligaste",
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"legend_account": "Konto",
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"legend_counterparty": "Motpart",
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"legend_supplier": "Leverantör",
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"legend_edge": "Linjestyrka = träffsäkerhet",
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"meta_entities": "Spårade motparter",
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"meta_recurring": "Återkommande",
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"meta_tracked_spend": "Spårat belopp",
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"cap_bookings": "{n} bokningar",
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"cap_variants": "{n} varianter",
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"cadence_weekly": "~veckovis",
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"cadence_monthly": "~månadsvis",
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"cadence_quarterly": "~kvartalsvis",
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"cadence_irregular": "oregelbundet",
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"graph_replay": "Spela upp igen",
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"graph_tally": "transaktioner · {payees} motparter · {accounts} konton, förstådda",
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"legend_size": "Storlek = belopp",
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"legend_focus": "Skärpa = säkerhet",
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"card_variants": "Namnvarianter",
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"card_confidence": "{share}% säkerhet",
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"card_evidence": "Bokförd hit i {k} av {n} fall",
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"comp_title": "Kompetens",
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"comp_desc": "Kunskapsområden om svensk bokföring och skatt som assistenten bygger på. Kärnkompetensen gäller alla; bransch- och bolagsanpassningen väljs utifrån ditt företag.",
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"comp_empty": "Inga kunskapsområden ännu.",
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"comp_count": "{total} kunskapsområden · {active} aktiva",
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"comp_manage": "Läs mer",
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"tier_horizontal": "Kärnkompetens",
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"tier_vertical": "Anpassat för din bransch",
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"tier_modifier": "Din bolagssituation",
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"badge_dormant": "Vilande",
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"facts_title": "Fakta assistenten minns",
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"facts_desc": "Anteckningar assistenten använder för att ge dig rätt råd. Fästa fakta skickas alltid med.",
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"facts_empty": "Inga minnen ännu.",
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"facts_more": "+{n} till",
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"facts_manage": "Hantera minne",
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"facts_pinned": "Fäst",
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"kind_fact": "Fakta",
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"kind_preference": "Preferens",
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"kind_pattern": "Mönster",
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"kind_correction": "Korrigering",
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"source_composer": "Inläst vid uppstart",
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"source_user_taught": "Du lärde mig",
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"source_agent_learned": "Jag noterade",
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"source_derived": "Härlett",
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"tab_competence": "Kompetens",
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"tab_memory": "Minne",
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"tab_config": "Regler & profil",
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"footer_basis": "Baserat på {entries} bokförda verifikat · uppdaterad {date}",
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"cp_title": "Konteringsmönster per motpart",
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"cp_description": "De vanligaste motparterna från bankflödet och hur de brukar bokföras. Underlaget är historisk frekvens, inte en garanti: assistenten föreslår, du godkänner.",
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"sup_title": "Mönster per leverantör",
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"sup_description": "Härlett ur leverantörsfakturor: dominerande kostnadskonto och momstyp per leverantör.",
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"rules_title": "Dina regler",
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"rules_description": "Regler du själv satt. De är instruktioner och går före observerade mönster.",
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"acc_title": "Kontoanvändning",
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"acc_description": "Konton som faktiskt används, de 20 vanligaste de senaste 12 månaderna.",
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"vat_title": "Momsprofil",
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"vat_description": "Observerad momshantering.",
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"conv_title": "Konventioner",
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"conv_description": "Hur ditt företag är inställt.",
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"col_counterparty": "Motpart",
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"col_supplier": "Leverantör",
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"col_account": "Konto",
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"col_vat": "Moms",
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"col_evidence": "Träffsäkerhet",
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"col_last": "Senast",
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"col_rule": "Regel",
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"col_match": "Matchning",
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"col_postings": "Bokningar",
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"col_last_used": "Senast använt",
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"ev_counts": "{agree} av {seen} ggr",
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"src_observed": "Observerat",
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"src_template": "Inlärt",
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"src_rule": "Regel",
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"none_cp": "Inga motpartsmönster än.",
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"vat_registered_label": "Momsregistrerad",
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"vat_period_label": "Redovisningsperiod",
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"vat_treatments_label": "Momstyper som använts",
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"vat_no_treatments": "Inga än",
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"conv_method_label": "Bokföringsmetod",
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"conv_series_label": "Verifikationsserier",
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"conv_salary_label": "Lönekörning aktiv",
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"conv_lag_label": "Typisk bokföringstid",
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"method_accrual": "Fakturametod",
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"method_cash": "Kontantmetod",
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"method_unknown": "Ej angiven",
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"period_monthly": "Månadsvis",
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"period_quarterly": "Kvartalsvis",
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"period_yearly": "Årsvis",
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"unknown": "Ej angiven",
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"yes": "Ja",
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"no": "Nej"
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},
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"auth": {
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"login_title": "Logga in",
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"login_subtitle": "Logga in för att hantera din ekonomi",
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