* feat(settings): per-company opt-in for data analysis of bookkeeping outcomes (#1346) Adds company_settings.data_analysis_opt_in (default false, no grandfathering) and gates every path that reads bookkeeping outcomes across companies on it: POST /api/agent/categorize/outcome stops writing calibration samples for companies that have not opted in, and the backtest / calibration-fit scripts filter to opted-in company ids. One helper (lib/company/data-analysis.ts) is the single gate for future analysis paths. A toggle on Inställningar > Företag states plainly what is analysed (proposed vs booked account, amount, confidence; no free text, no personal data) in sv and en. The flag is UI-only by design: consent is a human action, so it is absent from the v1 REST / MCP settings pick lists. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_015nAd8XJ2RPCmG2eKoLBdna * fix(settings): make data-analysis consent copy true for the backtest path (#1346) Addresses adversarial review findings on PR #2007: - Findings 1-3 (consent narrower than the gated processing): the flag also gates scripts/backtest-categorize.ts, which re-runs transaction descriptions, merchant names and matched underlag through the model. The sv/en toggle help and disclosure now state that explicitly as "evaluation runs" and no longer claim that free text or underlag are excluded. The migration header and COMMENT, the lib/company/data-analysis.ts docstring, the backtest script header and the DECISIONS line say the same. Kept the gate (un-gating would put the script back to reading every company with no consent at all). A test pins that both locales name those inputs and contain no "no free text / no underlag" denial. - Finding 4 (member sees an active switch that RLS rejects): the toggle is now enabled only for owner/admin, matching the company_settings update policy; the disclosure says only administrators can change the choice. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_015nAd8XJ2RPCmG2eKoLBdna * fix(scripts): address round-2 review findings (#1346) 1. [minor] Opted-in company filter was an unbounded PostgREST `in` list in the URL (scripts/fit-categorize-calibration.ts, scripts/backtest-categorize.ts). Both scripts now read the opted-in ids through a shared, paginated helper (listDataAnalysisOptedInCompanyIds, fetchAllRows so the pre-fetch no longer caps at 1000) and query per chunk of 100 ids (chunkCompanyIds). The fit script pages each chunk on the id PK; the backtest merges per-chunk results and re-cuts to the N most recent overall. Early exit on zero opt-ins is kept. Pinned with tests in lib/company/__tests__/data-analysis.test.ts. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_015nAd8XJ2RPCmG2eKoLBdna * fix(scripts): coerce a null transaction description in the backtest (#1346) The typed row from the chunked consent query made description nullable, which TransactionForSelect does not accept; fall back to the original description or an empty string, as the untyped row did implicitly before. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_015nAd8XJ2RPCmG2eKoLBdna --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
This commit is contained in:
co-authored by
Claude Fable 5
Jakob Wennberg
parent
33a58bec51
commit
ad8566f1ae
@@ -7,12 +7,13 @@ import { CompanyDangerZone } from '@/components/settings/CompanyDangerZone'
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import { CompanyInfoForm } from '@/components/settings/CompanyInfoForm'
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import { CompanyMembersSection } from '@/components/settings/CompanyMembersSection'
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import { CompanyProfileSection } from '@/components/settings/CompanyProfileSection'
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import { DataAnalysisToggle } from '@/components/settings/DataAnalysisToggle'
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import { FiscalPeriodEditor } from '@/components/settings/FiscalPeriodEditor'
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import { LogoUpload } from '@/components/settings/LogoUpload'
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import { SettingsFormWrapper } from '@/components/settings/SettingsFormWrapper'
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import { SettingsLoadError } from '@/components/settings/SettingsLoadError'
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import { SettingsLoadingSkeleton } from '@/components/settings/SettingsLoadingSkeleton'
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import { SettingsSectionHeader } from '@/components/settings/SettingsRows'
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import { SettingsGroup, SettingsSectionHeader } from '@/components/settings/SettingsRows'
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import { ShareCapitalForm } from '@/components/settings/ShareCapitalForm'
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import { useSettings } from '@/components/settings/useSettings'
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import type { CompanySettings } from '@/types'
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@@ -21,6 +22,7 @@ export function CompanySettingsContent() {
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const router = useRouter()
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const tNav = useTranslations('settings_nav')
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const tIntro = useTranslations('settings_intro')
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const tData = useTranslations('data_analysis')
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const { settings, isLoading, updateSettings, refetch } = useSettings()
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// Deep-link target for "Medlemmar och roller" (/settings/company#members):
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@@ -97,6 +99,10 @@ export function CompanySettingsContent() {
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<CompanyProfileSection />
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<SettingsGroup label={tData('group_label')}>
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<DataAnalysisToggle />
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</SettingsGroup>
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<CompanyDangerZone />
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</div>
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)
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