New Base func

2026-02-19 09:48:02 +01:00
parent afc9f69def
commit cdf1dcc4c8
73 changed files with 11036 additions and 51 deletions
@@ -0,0 +1,269 @@
+/**
+ * AI Categorization Engine
+ *
+ * SERVER-ONLY: Uses the Anthropic SDK and must only be imported
+ * in server components or API routes.
+ *
+ * Provider-abstracted AI categorization for Swedish BAS account mapping.
+ * Default implementation uses Claude Haiku for cost efficiency.
+ */
+
+import 'server-only'
+import Anthropic from '@anthropic-ai/sdk'
+import type { TransactionCategory, EntityType } from '@/types'
+
+// ============================================================
+// Types
+// ============================================================
+
+export interface TransactionForCategorization {
+  id: string
+  description: string
+  amount: number
+  date: string
+  merchant_name: string | null
+  mcc_code: number | null
+  currency: string
+}
+
+export interface CategorizationContext {
+  entityType: EntityType
+  recentHistory: { description: string; category: string }[]
+}
+
+export interface CategorizationSuggestion {
+  transactionId: string
+  category: TransactionCategory
+  basAccount: string
+  taxCode: string | null
+  confidence: number
+  reasoning: string
+  isPrivate: boolean
+}
+
+export interface CategorizationProvider {
+  categorize(
+    transactions: TransactionForCategorization[],
+    context: CategorizationContext
+  ): Promise<CategorizationSuggestion[]>
+}
+
+// ============================================================
+// BAS Account + Category Mapping (used in prompt)
+// ============================================================
+
+const CATEGORY_ACCOUNT_MAP: Record<string, { account: string; label: string }> = {
+  income_services: { account: '3001', label: 'Tjänsteförsäljning' },
+  income_products: { account: '3001', label: 'Varuförsäljning' },
+  income_other: { account: '3900', label: 'Övriga intäkter' },
+  expense_equipment: { account: '5410', label: 'Förbrukningsinventarier' },
+  expense_software: { account: '5420', label: 'Programvara' },
+  expense_travel: { account: '5800', label: 'Resekostnader' },
+  expense_office: { account: '5010', label: 'Lokalhyra/kontorskostnad' },
+  expense_marketing: { account: '5910', label: 'Annonsering/marknadsföring' },
+  expense_professional_services: { account: '6530', label: 'Redovisning/konsulttjänster' },
+  expense_education: { account: '6991', label: 'Utbildning' },
+  expense_bank_fees: { account: '6570', label: 'Bankavgifter' },
+  expense_card_fees: { account: '6570', label: 'Kortavgifter' },
+  expense_currency_exchange: { account: '7960', label: 'Valutakursförluster' },
+  expense_other: { account: '6991', label: 'Övriga kostnader' },
+  private: { account: '2013', label: 'Privat uttag (EF) / Skuld till ägare (AB)' },
+}
+
+const NON_DEDUCTIBLE_RULES = `
+ICKE-AVDRAGSGILLA KOSTNADER (svensk skatterätt):
+- Kläder: Normalt inte avdragsgilla (RÅ 1988 ref. 35)
+- Gym/träning: Inte avdragsgilla som personlig kostnad (IL 9 kap 2§)
+- Kosmetika/hudvård: Normalt inte avdragsgillt
+- Frisör: Normalt privat kostnad
+- Representation/måltider: Max 300 kr/person exkl. moms (IL 16 kap 2§)
+- Gåvor: Reklamgåvor max 300 kr/mottagare, representationsgåvor max 180 kr
+- Telefon/dator vid blandad användning: Bara yrkesmässig del avdragsgill
+`
+
+// ============================================================
+// Anthropic Provider
+// ============================================================
+
+const MAX_RETRIES = 3
+const RETRY_DELAY_MS = 1000
+const MAX_BATCH_SIZE = 20
+
+export class AnthropicCategorizationProvider implements CategorizationProvider {
+  private client: Anthropic
+  private model: string
+
+  constructor(model = 'claude-haiku-4-5-20251001') {
+    this.client = new Anthropic()
+    this.model = model
+  }
+
+  async categorize(
+    transactions: TransactionForCategorization[],
+    context: CategorizationContext
+  ): Promise<CategorizationSuggestion[]> {
+    // Cap batch size
+    const batch = transactions.slice(0, MAX_BATCH_SIZE)
+    if (batch.length === 0) return []
+
+    const privateAccount = context.entityType === 'aktiebolag' ? '2893' : '2013'
+
+    const systemPrompt = `Du är expert på svensk bokföring och kategorisering av banktransaktioner enligt BAS-kontoplanen.
+Din uppgift är att kategorisera varje transaktion till rätt kategori och BAS-konto.
+
+KATEGORIER OCH BAS-KONTON:
+${Object.entries(CATEGORY_ACCOUNT_MAP)
+  .map(([cat, info]) => `- ${cat}: ${info.account} (${info.label})`)
+  .join('\n')}
+
+Företagsform: ${context.entityType === 'aktiebolag' ? 'Aktiebolag (AB)' : 'Enskild firma (EF)'}
+Privatkonto: ${privateAccount}
+
+MOMSHANTERING:
+- Bankavgifter, kortavgifter, valutaväxling: MOMSFRIA
+- Övriga affärskostnader: Normalt 25% moms (ingående moms, MPI)
+- Intäkter: Normalt 25% moms (utgående moms, MP1)
+
+${NON_DEDUCTIBLE_RULES}
+
+REGLER:
+1. Negativa belopp = utgifter, positiva = intäkter
+2. Markera transaktioner som troligen är privata med isPrivate: true
+3. Ange confidence 0.0-1.0 baserat på hur säker du är
+4. Ange kort reasoning på svenska
+5. Om en transaktion liknar privat konsumtion (kläder, gym, etc.), sätt category: "private"
+6. taxCode: "MPI" för avdragsgilla affärskostnader med moms, "MP1" för intäkter med moms, null för momsfria/privata`
+
+    const historyContext =
+      context.recentHistory.length > 0
+        ? `\nAnvändarens senaste kategoriseringar (lär dig mönster):\n${context.recentHistory
+            .slice(0, 30)
+            .map((h) => `- "${h.description}" → ${h.category}`)
+            .join('\n')}`
+        : ''
+
+    const transactionList = batch
+      .map(
+        (t, i) =>
+          `${i + 1}. ID: ${t.id}
+   Beskrivning: ${t.description}
+   Belopp: ${t.amount} ${t.currency}
+   Datum: ${t.date}${t.merchant_name ? `\n   Handlare: ${t.merchant_name}` : ''}${t.mcc_code ? `\n   MCC: ${t.mcc_code}` : ''}`
+      )
+      .join('\n\n')
+
+    const userPrompt = `Kategorisera följande transaktioner:
+${historyContext}
+
+TRANSAKTIONER:
+${transactionList}
+
+Returnera ett JSON-objekt med följande struktur:
+{
+  "suggestions": [
+    {
+      "transactionId": "id",
+      "category": "expense_software",
+      "basAccount": "5420",
+      "taxCode": "MPI",
+      "confidence": 0.9,
+      "reasoning": "Spotify-prenumeration, typisk programvarukostnad",
+      "isPrivate": false
+    }
+  ]
+}
+
+Returnera ENDAST JSON-objektet, ingen annan text.`
+
+    let lastError: Error | null = null
+
+    for (let attempt = 0; attempt < MAX_RETRIES; attempt++) {
+      try {
+        const message = await this.client.messages.create({
+          model: this.model,
+          max_tokens: 4096,
+          system: systemPrompt,
+          messages: [
+            {
+              role: 'user',
+              content: userPrompt,
+            },
+          ],
+        })
+
+        const content = message.content[0]
+        if (content.type !== 'text') {
+          throw new Error('Unexpected response type from AI')
+        }
+
+        // Strip markdown code blocks if present
+        let jsonText = content.text.trim()
+        if (jsonText.startsWith('```json')) {
+          jsonText = jsonText.slice(7)
+        } else if (jsonText.startsWith('```')) {
+          jsonText = jsonText.slice(3)
+        }
+        if (jsonText.endsWith('```')) {
+          jsonText = jsonText.slice(0, -3)
+        }
+        jsonText = jsonText.trim()
+
+        const parsed = JSON.parse(jsonText)
+        return this.validateSuggestions(parsed.suggestions || [], batch)
+      } catch (error) {
+        lastError = error instanceof Error ? error : new Error('Unknown error')
+
+        // Don't retry on parse errors
+        if (error instanceof SyntaxError) {
+          throw new Error(`Failed to parse AI response: ${lastError.message}`)
+        }
+
+        if (attempt < MAX_RETRIES - 1) {
+          await sleep(RETRY_DELAY_MS * (attempt + 1))
+        }
+      }
+    }
+
+    throw new Error(
+      `AI categorization failed after ${MAX_RETRIES} attempts: ${lastError?.message}`
+    )
+  }
+
+  private validateSuggestions(
+    raw: unknown[],
+    transactions: TransactionForCategorization[]
+  ): CategorizationSuggestion[] {
+    if (!Array.isArray(raw)) return []
+
+    const validTransactionIds = new Set(transactions.map((t) => t.id))
+    const validCategories = new Set(Object.keys(CATEGORY_ACCOUNT_MAP).concat(['uncategorized']))
+
+    return raw
+      .filter(
+        (s): s is Record<string, unknown> =>
+          s !== null && typeof s === 'object' && 'transactionId' in s
+      )
+      .filter((s) => validTransactionIds.has(s.transactionId as string))
+      .map((s) => {
+        const category = validCategories.has(s.category as string)
+          ? (s.category as TransactionCategory)
+          : 'expense_other'
+
+        const accountInfo = CATEGORY_ACCOUNT_MAP[category]
+
+        return {
+          transactionId: s.transactionId as string,
+          category,
+          basAccount: accountInfo?.account || (s.basAccount as string) || '6991',
+          taxCode: (s.taxCode as string) || null,
+          confidence: Math.max(0, Math.min(1, Number(s.confidence) || 0.5)),
+          reasoning: (s.reasoning as string) || '',
+          isPrivate: category === 'private' || Boolean(s.isPrivate),
+        }
+      })
+  }
+}
+
+function sleep(ms: number): Promise<void> {
+  return new Promise((resolve) => setTimeout(resolve, ms))
+}
@@ -0,0 +1,256 @@
+import { createClient } from '@/lib/supabase/server'
+import type { Extension } from '@/lib/extensions/types'
+import type { EventPayload } from '@/lib/events/types'
+import type { Transaction, EntityType } from '@/types'
+import {
+  AnthropicCategorizationProvider,
+  type CategorizationProvider,
+  type TransactionForCategorization,
+  type CategorizationContext,
+  type CategorizationSuggestion,
+} from './categorizer'
+
+// ============================================================
+// Settings
+// ============================================================
+
+export interface AiCategorizationSettings {
+  autoSuggestEnabled: boolean
+  confidenceThreshold: number
+  providerModel: string
+}
+
+const DEFAULT_SETTINGS: AiCategorizationSettings = {
+  autoSuggestEnabled: true,
+  confidenceThreshold: 0.7,
+  providerModel: 'claude-haiku-4-5-20251001',
+}
+
+export async function getSettings(userId: string): Promise<AiCategorizationSettings> {
+  const supabase = await createClient()
+
+  const { data } = await supabase
+    .from('extension_data')
+    .select('value')
+    .eq('user_id', userId)
+    .eq('extension_id', 'ai-categorization')
+    .eq('key', 'settings')
+    .single()
+
+  if (!data?.value) return { ...DEFAULT_SETTINGS }
+
+  return { ...DEFAULT_SETTINGS, ...(data.value as Partial<AiCategorizationSettings>) }
+}
+
+export async function saveSettings(
+  userId: string,
+  partial: Partial<AiCategorizationSettings>
+): Promise<AiCategorizationSettings> {
+  const current = await getSettings(userId)
+  const merged = { ...current, ...partial }
+
+  const supabase = await createClient()
+
+  await supabase
+    .from('extension_data')
+    .upsert(
+      {
+        user_id: userId,
+        extension_id: 'ai-categorization',
+        key: 'settings',
+        value: merged,
+      },
+      { onConflict: 'user_id,extension_id,key' }
+    )
+
+  return merged
+}
+
+// ============================================================
+// Provider
+// ============================================================
+
+let provider: CategorizationProvider | null = null
+
+function getProvider(model?: string): CategorizationProvider {
+  if (!provider) {
+    provider = new AnthropicCategorizationProvider(model)
+  }
+  return provider
+}
+
+// ============================================================
+// Public API — on-demand categorization
+// ============================================================
+
+export async function categorizeTransactions(
+  userId: string,
+  transactionIds: string[]
+): Promise<CategorizationSuggestion[]> {
+  const supabase = await createClient()
+  const settings = await getSettings(userId)
+
+  // Fetch transactions
+  const { data: transactions } = await supabase
+    .from('transactions')
+    .select('id, description, amount, date, merchant_name, mcc_code, currency')
+    .eq('user_id', userId)
+    .in('id', transactionIds)
+
+  if (!transactions || transactions.length === 0) return []
+
+  const batch: TransactionForCategorization[] = transactions.map((t) => ({
+    id: t.id,
+    description: t.description,
+    amount: t.amount,
+    date: t.date,
+    merchant_name: t.merchant_name,
+    mcc_code: t.mcc_code,
+    currency: t.currency,
+  }))
+
+  const context = await buildContext(userId, supabase)
+
+  const aiProvider = getProvider(settings.providerModel)
+  const suggestions = await aiProvider.categorize(batch, context)
+
+  // Store suggestions
+  await storeSuggestions(userId, suggestions, supabase)
+
+  return suggestions
+}
+
+// ============================================================
+// Event Handler
+// ============================================================
+
+async function handleTransactionSynced(
+  payload: EventPayload<'transaction.synced'>
+): Promise<void> {
+  const { transactions: syncedTransactions, userId } = payload
+
+  // Gate: Is autoSuggestEnabled?
+  const settings = await getSettings(userId)
+  if (!settings.autoSuggestEnabled) {
+    return
+  }
+
+  // Gate: Filter to uncategorized transactions only
+  const uncategorized = syncedTransactions.filter(
+    (t: Transaction) => t.is_business === null
+  )
+  if (uncategorized.length === 0) {
+    return
+  }
+
+  console.log(
+    `[ai-categorization] Auto-suggest triggered for ${uncategorized.length} uncategorized transactions`
+  )
+
+  try {
+    const supabase = await createClient()
+
+    const batch: TransactionForCategorization[] = uncategorized.map((t: Transaction) => ({
+      id: t.id,
+      description: t.description,
+      amount: t.amount,
+      date: t.date,
+      merchant_name: t.merchant_name,
+      mcc_code: t.mcc_code,
+      currency: t.currency,
+    }))
+
+    const context = await buildContext(userId, supabase)
+    const aiProvider = getProvider(settings.providerModel)
+    const suggestions = await aiProvider.categorize(batch, context)
+
+    // Store only suggestions above confidence threshold
+    const qualifiedSuggestions = suggestions.filter(
+      (s) => s.confidence >= settings.confidenceThreshold
+    )
+
+    if (qualifiedSuggestions.length > 0) {
+      await storeSuggestions(userId, qualifiedSuggestions, supabase)
+    }
+
+    console.log(
+      `[ai-categorization] Generated ${suggestions.length} suggestions, ${qualifiedSuggestions.length} above threshold (${settings.confidenceThreshold})`
+    )
+  } catch (error) {
+    console.error('[ai-categorization] handleTransactionSynced failed:', error)
+  }
+}
+
+// ============================================================
+// Helpers
+// ============================================================
+
+// eslint-disable-next-line @typescript-eslint/no-explicit-any
+async function buildContext(userId: string, supabase: any): Promise<CategorizationContext> {
+  // Fetch entity type
+  const { data: companySettings } = await supabase
+    .from('company_settings')
+    .select('entity_type')
+    .eq('user_id', userId)
+    .single()
+
+  const entityType: EntityType = companySettings?.entity_type || 'enskild_firma'
+
+  // Fetch recent categorization history
+  const { data: historicalTxns } = await supabase
+    .from('transactions')
+    .select('description, category')
+    .eq('user_id', userId)
+    .not('is_business', 'is', null)
+    .neq('category', 'uncategorized')
+    .order('updated_at', { ascending: false })
+    .limit(50)
+
+  const recentHistory = (historicalTxns || []).map(
+    (t: { description: string; category: string }) => ({
+      description: t.description,
+      category: t.category,
+    })
+  )
+
+  return { entityType, recentHistory }
+}
+
+async function storeSuggestions(
+  userId: string,
+  suggestions: CategorizationSuggestion[],
+  // eslint-disable-next-line @typescript-eslint/no-explicit-any
+  supabase: any
+): Promise<void> {
+  for (const suggestion of suggestions) {
+    await supabase.from('extension_data').upsert(
+      {
+        user_id: userId,
+        extension_id: 'ai-categorization',
+        key: `suggestion:${suggestion.transactionId}`,
+        value: suggestion,
+      },
+      { onConflict: 'user_id,extension_id,key' }
+    )
+  }
+}
+
+// ============================================================
+// Extension Object
+// ============================================================
+
+export const aiCategorizationExtension: Extension = {
+  id: 'ai-categorization',
+  name: 'AI Kategorisering',
+  version: '1.0.0',
+  eventHandlers: [
+    { eventType: 'transaction.synced', handler: handleTransactionSynced },
+  ],
+  settingsPanel: {
+    label: 'AI Kategorisering',
+    path: '/settings/extensions/ai-categorization',
+  },
+  async onInstall(ctx) {
+    await saveSettings(ctx.userId, DEFAULT_SETTINGS)
+  },
+}