feat(ai): job-shaped AI service with OpenAI-compatible backend, extraction-first; stop extracting every inbox document twice (#1740)
* feat(ai): job-shaped AI service with OpenAI-compatible backend, extraction-first; stop extracting every inbox document twice Sovereign plan WS1 PR1 (#1406 Tier 2, extraction-first, aligned with the AI surface audit). lib/ai grows a job-shaped service (generateText / generateStructured / extractFromDocument; no streaming members yet, see plan rule R3): - services/anthropic-family delegates to the existing createAiClient() and sends the exact request literals the inbox extractor sent before (request-shape tests deep-equal them), so hosted Bedrock stays byte-identical. - services/openai-compatible talks to any chat-completions endpoint (BYO Swedish provider) via Vercel AI SDK 6.x, exact-pinned and guarded: images as parts, PDFs rasterized with poppler (AI_PDF_MODE) or sent natively, AI_VISION / AI_STRICT_JSON declared, honest skips (ai_no_vision, pdf_rasterizer_missing) instead of fake failures. - config.ts: AI_PROVIDER/AI_BASE_URL/AI_API_KEY/AI_MODEL and per-tier AI_*_MODEL with the legacy BEDROCK_* names kept as the same overrides; getAiStatus() is the single source of truth for "is AI wired up". - provider.ts: openai-compatible in the auto-detect chain (after Bedrock and the direct API); createAiClient() refuses it loudly. Document extraction moves onto the service and gets the audit's fixes: - Inbox documents were extracted TWICE (pipeline A ran inside uploadDocument() before the inbox row existed, so its dedupe branch never fired; 3 707 + 1 666 calls / 30 d). The inbox now declares extractionOwner on the upload, the extension yields, and the inbox mirrors its single outcome onto document_attachments from every writer (sync, deferred, attach, retry, MCP). - Every "no extraction will ever happen" outcome is stamped (skipped:no_ai_entitlement / ai_unconfigured / system_generated / ...); the status route maps the quiet ones to 'disabled' on the first poll instead of a 30 s client timeout. Prod showed 309 of the 327 never-extracted uploads were the paywall working silently. - Self-generated documents (our own invoice PDFs, payout files) are no longer OCR'd. - Agent invoke answers 503 ai_unconfigured when the deployment has no assistant backend, distinct from the paywall. Guard: new direct-ai-client antipattern check (shrink-only allowlist of the pre-abstraction SDK callers) plus exact pins for @anthropic-ai/sdk, ai and @ai-sdk/openai-compatible. Verified: 15 958 unit tests green, guards, lint ratchet, typecheck, and a live smoke against hosted Bedrock through the new service (ping, streamed tool turn, thinking+cache, PDF extraction). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(ai): make AI_API_KEY optional for OpenAI-compatible endpoints (keyless local model servers) A local model server (llama.cpp's server, Ollama /v1, LM Studio, vLLM) usually has no auth. Before, the OpenAI-compatible backend required both AI_BASE_URL and AI_API_KEY to count as configured, so running Accounted on a local model meant setting a meaningless placeholder key. - resolveAiProvider / hasAiCredentials: a base URL alone is now enough. - services/openai-compatible: only send Authorization: Bearer when AI_API_KEY is set, so a keyless server is never handed an empty bearer; a hosted provider that needs a key still sets it. - Docs (SELF-HOSTING Option 3: local-model example, key marked optional), DECISIONS. Verified: with no AI_API_KEY, just AI_BASE_URL + AI_MODEL, getAiStatus() reports configured=true / provider=openai-compatible (live). lib/ai suite 71 green; tsc, guards, lint clean. Bedrock/Anthropic logic unchanged. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- 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:
Jakob Wennberg
co-authored by
Claude Fable 5
Jakob Wennberg
Claude Fable 5
Jakob Wennberg
parent
fbf47649f2
commit
c7a75d069d
@@ -0,0 +1,158 @@
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import { describe, it, expect, vi, beforeEach } from 'vitest'
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import { createQueuedMockSupabase } from '@/tests/helpers'
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const { supabase, enqueue, reset, findCalls } = createQueuedMockSupabase()
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vi.mock('@/lib/supabase/server', () => ({
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createServiceClient: () => supabase,
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}))
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const extractMock = vi.fn()
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vi.mock('@/extensions/general/invoice-inbox/lib/extract-invoice-fields', () => ({
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extractInvoiceFields: (...args: unknown[]) => extractMock(...args),
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}))
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const hasCapabilityMock = vi.fn()
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vi.mock('@/lib/entitlements/has-capability', () => ({
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hasCapability: (...args: unknown[]) => hasCapabilityMock(...args),
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}))
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const aiStatusMock = vi.fn()
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vi.mock('@/lib/ai', () => ({
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getAiStatus: () => aiStatusMock(),
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}))
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import { documentExtractionExtension } from '../index'
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const handler = documentExtractionExtension.eventHandlers![0].handler
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function doc(overrides: Record<string, unknown> = {}) {
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return {
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id: 'doc-1',
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company_id: 'company-1',
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file_name: 'kvitto.pdf',
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mime_type: 'application/pdf',
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storage_path: 'company-1/user-1/kvitto.pdf',
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upload_source: 'file_upload',
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...overrides,
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}
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}
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function payload(overrides: Record<string, unknown> = {}, document = doc()) {
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return { document, userId: 'user-1', companyId: 'company-1', ...overrides }
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}
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/** extraction_model of the LAST document_attachments update, or undefined. */
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function lastStamp(): string | undefined {
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const updates = findCalls('document_attachments', 'update')
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const last = updates[updates.length - 1]?.[0] as { extraction_model?: string } | undefined
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return last?.extraction_model
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}
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beforeEach(() => {
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vi.clearAllMocks()
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reset()
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aiStatusMock.mockReturnValue({ configured: true, assistantAvailable: true })
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hasCapabilityMock.mockResolvedValue(true)
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extractMock.mockResolvedValue({
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data: { supplier: { name: 'Elgiganten' } },
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rawText: '{"supplier":{"name":"Elgiganten"}}',
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model: 'eu.anthropic.claude-sonnet-5',
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})
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})
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describe('document-extraction handler', () => {
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// THE dedupe: inbox-owned documents are extracted (and mirrored) by the
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// inbox itself. The handler used to race it and pay a second model call.
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it('yields entirely when the inbox owns extraction', async () => {
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await handler(payload({ extractionOwner: 'invoice-inbox' }))
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expect(supabase.from).not.toHaveBeenCalled()
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expect(extractMock).not.toHaveBeenCalled()
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})
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it('stamps unsupported types from the payload without reading the row', async () => {
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enqueue({ data: null }) // the stamp update
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await handler(payload({}, doc({ mime_type: 'application/json' })))
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expect(findCalls('document_attachments', 'select')).toHaveLength(0)
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expect(lastStamp()).toBe('skipped:unsupported_mime')
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expect(extractMock).not.toHaveBeenCalled()
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})
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// Our own invoice PDFs, payout files, filings: nothing to read, paid calls
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// to waste (on hosted and on a BYO-key self-host).
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it('stamps system-generated documents instead of extracting them', async () => {
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enqueue({ data: null })
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await handler(payload({}, doc({ upload_source: 'system' })))
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expect(lastStamp()).toBe('skipped:system_generated')
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expect(extractMock).not.toHaveBeenCalled()
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})
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it('does nothing for a row that was already attempted', async () => {
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enqueue({ data: { id: 'doc-1', mime_type: 'application/pdf', storage_path: 'p', extracted_at: '2026-08-20T00:00:00Z' } })
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await handler(payload())
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expect(findCalls('document_attachments', 'update')).toHaveLength(0)
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expect(extractMock).not.toHaveBeenCalled()
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})
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// Self-host without an AI key: stamp so the status route answers
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// 'disabled' on the first poll instead of after a 30 s timeout.
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it('stamps ai_unconfigured when the deployment has no AI', async () => {
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aiStatusMock.mockReturnValue({ configured: false, assistantAvailable: false })
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enqueue({ data: { id: 'doc-1', mime_type: 'application/pdf', storage_path: 'p', extracted_at: null } })
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enqueue({ data: null })
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await handler(payload())
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expect(lastStamp()).toBe('skipped:ai_unconfigured')
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expect(hasCapabilityMock).not.toHaveBeenCalled()
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expect(extractMock).not.toHaveBeenCalled()
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})
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// The paywall, made visible: 309 of the 327 never-extracted uploads in a
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// 30-day prod window belonged to companies without the ai capability.
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it('stamps no_ai_entitlement for companies without the ai capability', async () => {
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hasCapabilityMock.mockResolvedValue(false)
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enqueue({ data: { id: 'doc-1', mime_type: 'application/pdf', storage_path: 'p', extracted_at: null } })
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enqueue({ data: null })
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await handler(payload())
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expect(lastStamp()).toBe('skipped:no_ai_entitlement')
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expect(extractMock).not.toHaveBeenCalled()
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})
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it('stamps a storage download failure', async () => {
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enqueue({ data: { id: 'doc-1', mime_type: 'application/pdf', storage_path: 'p', extracted_at: null } })
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enqueue({ data: null })
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supabase.storage.from.mockReturnValueOnce({
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download: vi.fn().mockResolvedValue({ data: null, error: { message: 'boom' } }),
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})
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await handler(payload())
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expect(lastStamp()).toBe('failed:storage_download')
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expect(extractMock).not.toHaveBeenCalled()
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})
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it('persists the result with the model that answered', async () => {
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enqueue({ data: { id: 'doc-1', mime_type: 'application/pdf', storage_path: 'p', extracted_at: null } })
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enqueue({ data: null })
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await handler(payload())
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expect(extractMock).toHaveBeenCalledWith(expect.objectContaining({ mimeType: 'application/pdf', fileName: 'kvitto.pdf' }))
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const updates = findCalls('document_attachments', 'update')
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expect(updates[updates.length - 1][0]).toMatchObject({
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extracted_data: { supplier: { name: 'Elgiganten' } },
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extraction_model: 'eu.anthropic.claude-sonnet-5',
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})
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})
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it('stamps the skip reason the extractor reports (no vision, rasterizer missing, ...)', async () => {
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extractMock.mockResolvedValue({ data: {}, rawText: null, skipped: 'pdf_rasterizer_missing' })
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enqueue({ data: { id: 'doc-1', mime_type: 'application/pdf', storage_path: 'p', extracted_at: null } })
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enqueue({ data: null })
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await handler(payload())
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expect(lastStamp()).toBe('skipped:pdf_rasterizer_missing')
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})
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it('stamps failed:no_raw_text when the model call produced nothing parseable', async () => {
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extractMock.mockResolvedValue({ data: {}, rawText: null })
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enqueue({ data: { id: 'doc-1', mime_type: 'application/pdf', storage_path: 'p', extracted_at: null } })
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enqueue({ data: null })
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await handler(payload())
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expect(lastStamp()).toBe('failed:no_raw_text')
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})
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})
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@@ -1,7 +1,7 @@
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import type { Extension } from '@/lib/extensions/types'
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import type { SupabaseClient } from '@supabase/supabase-js'
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import { extractInvoiceFields } from '@/extensions/general/invoice-inbox/lib/extract-invoice-fields'
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import { toProviderModelId } from '@/lib/ai/provider'
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import { getAiStatus } from '@/lib/ai'
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import { hasCapability } from '@/lib/entitlements/has-capability'
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import { CAPABILITY } from '@/lib/entitlements/keys'
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import { createLogger } from '@/lib/logger'
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@@ -10,8 +10,9 @@ import type { DocumentAttachment } from '@/types'
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const log = createLogger('document-extraction')
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// Mime types we know Claude can read directly via Bedrock. Anything else
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// (HEIC, ZIP, TXT, …) is skipped: extracted_at still gets stamped so the
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// Mime types the extraction can read (a vision model reads PDFs natively on
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// Claude; OpenAI-compatible backends rasterize them). Anything else (HEIC,
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// ZIP, TXT, bank JSON, …) is skipped: extracted_at still gets stamped so the
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// row is marked as "attempted, not eligible".
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const SUPPORTED_MIME_TYPES = new Set([
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'application/pdf',
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@@ -23,43 +24,65 @@ const SUPPORTED_MIME_TYPES = new Set([
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// AI-extraction extension: paid AI tier only.
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//
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// Subscribes to the existing document.uploaded event bus topic and runs
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// Sonnet 4.6 (via Bedrock, reusing invoice-inbox's extractInvoiceFields) on
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// every uploaded receipt or invoice. Writes the result to
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// Subscribes to the existing document.uploaded event bus topic and runs the
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// configured extraction model (reusing invoice-inbox's extractInvoiceFields)
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// on every uploaded receipt or invoice. Writes the result to
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// document_attachments.extracted_data so the agent intent capture can use
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// it without re-asking the user.
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//
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// Idempotency: skips when extracted_at is already set on the row. Also
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// dedupes against invoice_inbox_items.extracted_data: when the inbox
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// extension already extracted the same file, we copy its result instead
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// of paying for a second Sonnet call.
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// Idempotency: skips when extracted_at is already set on the row.
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//
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// Ownership: documents that enter through the invoice inbox (web upload,
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// email, WhatsApp, MCP upload) are extracted by the inbox itself, which
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// mirrors its result onto document_attachments when done. The inbox marks
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// the upload with `extractionOwner: 'invoice-inbox'` on the event payload
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// and this handler yields. It used to race instead: the inbox row did not
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// exist yet when this handler ran inside uploadDocument(), so every inbox
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// document was extracted twice (two paid model calls per receipt).
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//
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// Every outcome that means "no extraction will ever happen here" is stamped
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// as `skipped:<reason>` so the polling UI stops immediately instead of
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// timing out: paywall (`no_ai_entitlement`), no AI configured on this
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// deployment (`ai_unconfigured`), self-generated documents (our own invoice
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// PDFs, payout files: `system_generated`), unsupported types.
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//
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// Free tier: disable this extension in extensions.config.json. Uploads
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// still work; the agent intent will see null extracted_data and either
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// ask the user or call gnubok_get_document_content at chat-time.
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//
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// See dev_docs/specialized-agent-plan.md (§ paid/free tier note): to be
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// authored.
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export const documentExtractionExtension: Extension = {
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id: 'document-extraction',
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name: 'AI document extraction',
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version: '1.0.0',
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version: '1.1.0',
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eventHandlers: [
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{
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eventType: 'document.uploaded',
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handler: async (payload) => {
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const { document, companyId } = payload as {
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const { document, companyId, extractionOwner } = payload as {
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document: DocumentAttachment
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userId: string
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companyId: string
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extractionOwner?: 'invoice-inbox'
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}
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if (extractionOwner === 'invoice-inbox') return
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await extractAndPersist(document, companyId)
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},
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},
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],
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}
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async function stamp(
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supabase: SupabaseClient,
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documentId: string,
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extractionModel: string
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): Promise<void> {
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const { error } = await supabase
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.from('document_attachments')
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.update({ extracted_at: new Date().toISOString(), extraction_model: extractionModel })
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.eq('id', documentId)
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if (error) log.warn('stamp failed', { doc: documentId, extractionModel, err: error.message })
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}
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async function extractAndPersist(
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document: DocumentAttachment,
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companyId: string,
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@@ -69,9 +92,22 @@ async function extractAndPersist(
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// events have no user context.
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const supabase: SupabaseClient = createServiceClient()
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// Cheap gates first, straight from the event payload: no DB round trip for
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// the thousands of bank-statement JSON documents a sync produces.
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const mimeType = (document.mime_type as string | null) ?? null
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if (!mimeType || !SUPPORTED_MIME_TYPES.has(mimeType)) {
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await stamp(supabase, document.id, 'skipped:unsupported_mime')
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return
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}
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// Documents the system produced itself (our own invoice PDFs, payment
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// files, filings) carry nothing to extract; reading them back with a paid
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// model is waste, on hosted and doubly so on a BYO-key self-host.
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if (document.upload_source === 'system') {
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await stamp(supabase, document.id, 'skipped:system_generated')
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return
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}
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// Idempotency guard: never re-extract a row that already has extracted_at.
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// Note: the column may be null OR the row may not yet have the new
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// schema (legacy supabase types). Fail closed on missing schema.
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const { data: existing, error: existingErr } = await supabase
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.from('document_attachments')
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.select('id, mime_type, storage_path, extracted_at')
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@@ -88,104 +124,70 @@ async function extractAndPersist(
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return
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}
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// Dedup against inbox: if invoice-inbox already extracted this exact file
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// (same document_id), copy its result to avoid a second AI call. If the
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// inbox row marked the upload as skip_extraction=true, the inbox row's
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// extracted_data is an empty skeleton: we must stamp the doc with a
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// 'skipped:*' model so the client-side useDocumentExtraction hook reports
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// 'unsupported' rather than 'succeeded' (otherwise the UI would claim AI
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// finished reading a doc it never opened).
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const { data: inboxRow } = await supabase
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.from('invoice_inbox_items')
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.select('extracted_data, extraction_skipped')
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.eq('document_id', document.id)
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.maybeSingle()
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if (inboxRow?.extraction_skipped) {
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await supabase
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.from('document_attachments')
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.update({
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extracted_at: new Date().toISOString(),
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extraction_model: 'skipped:invoice_inbox_gate',
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})
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.eq('id', document.id)
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// No AI configured on this deployment: stamp and stop. This is the
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// self-host "key not set yet" state; the status route reports it as
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// disabled on the first poll instead of after a 30 s timeout.
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if (!getAiStatus().configured) {
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await stamp(supabase, document.id, 'skipped:ai_unconfigured')
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return
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}
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// Paywall: the free/manual tier never triggers paid extraction. Stamp it so
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// the row reads "attempted, not entitled" rather than NULL forever (which
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// the polling UI could only interpret by timing out).
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if (!(await hasCapability(supabase, companyId, CAPABILITY.ai))) {
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log.info('extraction skipped, ai capability not entitled', { doc: document.id, companyId })
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await stamp(supabase, document.id, 'skipped:no_ai_entitlement')
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return
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}
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// Download the file from Supabase Storage. The bucket is private: the
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// service-role client can read any path.
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const storagePath = existing.storage_path as string | null
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if (!storagePath) {
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log.warn('document has no storage_path, skipping', { doc: document.id })
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await stamp(supabase, document.id, 'failed:no_storage_path')
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return
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}
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const { data: blob, error: dlErr } = await supabase.storage
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.from('documents')
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.download(storagePath)
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if (dlErr || !blob) {
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log.warn('storage download failed', { doc: document.id, err: dlErr?.message })
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await stamp(supabase, document.id, 'failed:storage_download')
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return
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}
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const buffer = Buffer.from(await blob.arrayBuffer())
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let extractedData: Record<string, unknown> | null = null
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let model: string = 'copied-from-invoice-inbox'
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if (inboxRow?.extracted_data) {
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extractedData = inboxRow.extracted_data as Record<string, unknown>
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} else {
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const mimeType = existing.mime_type as string | null
|
||||
if (!mimeType || !SUPPORTED_MIME_TYPES.has(mimeType)) {
|
||||
// Stamp the attempt so we don't keep retrying unsupported types.
|
||||
await supabase
|
||||
.from('document_attachments')
|
||||
.update({ extracted_at: new Date().toISOString(), extraction_model: 'skipped:unsupported_mime' })
|
||||
.eq('id', document.id)
|
||||
let model: string
|
||||
try {
|
||||
const { data, rawText, model: usedModel, skipped } = await extractInvoiceFields({
|
||||
buffer,
|
||||
mimeType,
|
||||
fileName: (document.file_name as string) || 'document',
|
||||
})
|
||||
// extractInvoiceFields returns an "empty" result on failure rather than
|
||||
// throwing. `skipped` means no model call was made (and why); a null
|
||||
// rawText with no skip means the call failed or the JSON parse did.
|
||||
if (skipped) {
|
||||
await stamp(supabase, document.id, `skipped:${skipped}`)
|
||||
return
|
||||
}
|
||||
|
||||
// Download the file from Supabase Storage. The bucket is private: the
|
||||
// service-role client can read any path.
|
||||
const storagePath = existing.storage_path as string | null
|
||||
if (!storagePath) {
|
||||
log.warn('document has no storage_path, skipping', { doc: document.id })
|
||||
return
|
||||
}
|
||||
|
||||
const { data: blob, error: dlErr } = await supabase.storage
|
||||
.from('documents')
|
||||
.download(storagePath)
|
||||
if (dlErr || !blob) {
|
||||
log.warn('storage download failed', { doc: document.id, err: dlErr?.message })
|
||||
return
|
||||
}
|
||||
const buffer = Buffer.from(await blob.arrayBuffer())
|
||||
|
||||
if (!(await hasCapability(supabase, companyId, CAPABILITY.ai))) {
|
||||
log.info('extraction skipped, ai capability not entitled', { doc: document.id, companyId })
|
||||
return
|
||||
}
|
||||
|
||||
try {
|
||||
const { data, rawText } = await extractInvoiceFields({
|
||||
buffer,
|
||||
mimeType,
|
||||
fileName: (document.file_name as string) || 'document',
|
||||
})
|
||||
// extractInvoiceFields returns an "empty" result on failure rather
|
||||
// than throwing: distinguish by checking rawText. When rawText is
|
||||
// null, the call was skipped (creds missing, unsupported type) or
|
||||
// the JSON parse failed.
|
||||
if (!rawText) {
|
||||
await supabase
|
||||
.from('document_attachments')
|
||||
.update({
|
||||
extracted_at: new Date().toISOString(),
|
||||
extraction_model: 'failed:no_raw_text',
|
||||
})
|
||||
.eq('id', document.id)
|
||||
return
|
||||
}
|
||||
extractedData = data as unknown as Record<string, unknown>
|
||||
model = toProviderModelId(process.env.BEDROCK_MODEL_ID || 'claude-sonnet-5')
|
||||
} catch (err) {
|
||||
log.warn('extraction threw', {
|
||||
doc: document.id,
|
||||
err: err instanceof Error ? err.message : String(err),
|
||||
})
|
||||
await supabase
|
||||
.from('document_attachments')
|
||||
.update({
|
||||
extracted_at: new Date().toISOString(),
|
||||
extraction_model: 'failed:exception',
|
||||
})
|
||||
.eq('id', document.id)
|
||||
if (!rawText) {
|
||||
await stamp(supabase, document.id, 'failed:no_raw_text')
|
||||
return
|
||||
}
|
||||
extractedData = data as unknown as Record<string, unknown>
|
||||
model = usedModel ?? 'unknown'
|
||||
} catch (err) {
|
||||
log.warn('extraction threw', {
|
||||
doc: document.id,
|
||||
err: err instanceof Error ? err.message : String(err),
|
||||
})
|
||||
await stamp(supabase, document.id, 'failed:exception')
|
||||
return
|
||||
}
|
||||
|
||||
const { error: updateErr } = await supabase
|
||||
|
||||
Reference in New Issue
Block a user