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Supp/invoice bfl errors (#390)

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* feat(accounting): update accounting method validation and messaging for aktiebolag and enskild firma

* Remove AI subsystem and related code

- Deleted AI proposals and requests persistence logic from `lib/ai/proposals/persist.ts`.
- Removed re-validation logic for proposals in `lib/ai/proposals/re-validate.ts`.
- Cleaned up schemas related to AI flows in `lib/api/schemas.ts`.
- Removed AI-related fields from bookkeeping engine in `lib/bookkeeping/engine.ts`.
- Eliminated AI event types from `lib/events/types.ts`.
- Updated tests to reflect the removal of AI-related functionality in `lib/extensions/__tests__/sectors.test.ts`.
- Adjusted initialization logic in `lib/init.ts` to exclude AI proposal handler registration.
- Cleaned up transaction ingestion logic in `lib/transactions/ingest.ts` to remove AI flow checks.
- Updated helper functions in `tests/helpers.ts` to remove AI-related settings.
- Removed AI-related types and interfaces from `types/index.ts`.
- Added migration script to drop AI-related tables and settings from the database.

* fix(migrations): ensure foreign key constraint is dropped before removing AI tables

* feat(invoice-inbox): implement deterministic invoice field extraction and inbox provisioning

- Added `extract-invoice-fields.ts` for extracting fields from PDF invoices using regex and pdfjs-dist, replacing the previous AI classifier.
- Introduced `inbox-provisioning.ts` to manage company inbox addresses and rotation of inboxes using Supabase RPCs.
- Created `resend-inbound.ts` for handling inbound email events and attachments via the Resend API.
- Defined the extension manifest for the invoice inbox, specifying required environment variables and descriptions.
- Migrated database schema to remove AI-related columns and tighten the status enum in `invoice_inbox_items`.

* feat(invoice-inbox): remove AI-specific columns and tighten status enum

* fix(skattekonto): remove manual entry creation reference from transaction input

* fix(schemas): remove accounting method validation for aktiebolag in UpdateSettingsSchema
This commit is contained in:
Mattsson
2026-05-05 09:53:37 +02:00
committed by GitHub
parent f3fd4c0822
commit fa7d4075cf
108 changed files with 1491 additions and 13234 deletions
Download Patch File Download Diff File Expand all files Collapse all files
app/(dashboard)/agent-inbox/page.tsx
-171
View File
@@ -1,171 +0,0 @@
import { notFound, redirect } from 'next/navigation'
import Link from 'next/link'
import { createClient } from '@/lib/supabase/server'
import { ensureInitialized } from '@/lib/init'
import { ENABLED_EXTENSION_IDS } from '@/lib/extensions/_generated/enabled-extensions'
import { isAgentInboxEnabled } from '@/lib/ai/feature-flag'
import { requireCompanyId } from '@/lib/company/context'
import { PageHeader } from '@/components/ui/page-header'
import { Button } from '@/components/ui/button'
import { Card, CardContent } from '@/components/ui/card'
import { Sparkles } from 'lucide-react'
import AgentInbox from '@/components/agent-inbox/AgentInbox'
import type { AIProposal, AIRequest, InvoiceInboxItem, Transaction, DocumentAttachment, MatchProposalPayload } from '@/types'
ensureInitialized()
// Expanded card data the client component needs to render each proposal's
// context (receipt thumbnail + matched transaction summary).
export interface AgentInboxItemView {
proposal: AIProposal | null
request: AIRequest | null
inbox_item: InvoiceInboxItem & { document: DocumentAttachment | null }
transaction: Transaction | null
}
export default async function AgentInboxPage() {
// Hard gate: extension not enabled at build time, OR the feature flag is
// off in this environment (prod by default) → 404.
if (!ENABLED_EXTENSION_IDS.has('ai-agent') || !isAgentInboxEnabled()) {
notFound()
}
const supabase = await createClient()
const { data: { user } } = await supabase.auth.getUser()
if (!user) redirect('/login')
const companyId = await requireCompanyId(supabase, user.id)
// Soft gate: per-company toggle. If not enabled, show an empty-state
// pointing to settings rather than 404 — the extension exists, the user
// just hasn't opted in yet.
const { data: settings } = await supabase
.from('company_settings')
.select('ai_flow_enabled')
.eq('company_id', companyId)
.maybeSingle()
if (!settings?.ai_flow_enabled) {
return (
<div className="container mx-auto p-4 sm:p-8 max-w-5xl">
<PageHeader
title="Agent-inkorg"
description="AI föreslår bokföring — du godkänner varje steg."
/>
<Card>
<CardContent className="flex flex-col items-center justify-center py-12">
<div className="p-5 rounded-full bg-muted mb-6">
<Sparkles className="h-8 w-8 text-muted-foreground" />
</div>
<h3 className="text-lg font-medium mb-2">AI-agenten är inte aktiverad</h3>
<p className="text-sm text-muted-foreground text-center max-w-sm mb-6">
Aktivera AI-agenten under bokföringsinställningar. Varje transaktion blir då ett
granskningsförslag istället för automatisk bokföring.
</p>
<Button asChild>
<Link href="/settings/bookkeeping">Gå till inställningar</Link>
</Button>
</CardContent>
</Card>
</div>
)
}
// Load all pending proposals + open requests for the company, newest first.
const [{ data: proposals }, { data: requests }] = await Promise.all([
supabase
.from('ai_proposals')
.select('*')
.eq('company_id', companyId)
.in('status', ['pending'])
.order('created_at', { ascending: false })
.limit(50),
supabase
.from('ai_requests')
.select('*')
.eq('company_id', companyId)
.eq('status', 'open')
.order('created_at', { ascending: false })
.limit(50),
])
const typedProposals = (proposals ?? []) as AIProposal[]
const typedRequests = (requests ?? []) as AIRequest[]
// Collect subject_ids and fetch inbox items + transactions in one pass.
const subjectIds = new Set<string>([
...typedProposals.map((p) => p.subject_id),
...typedRequests.map((r) => r.subject_id),
])
const items: AgentInboxItemView[] = []
if (subjectIds.size > 0) {
const { data: inboxRows } = await supabase
.from('invoice_inbox_items')
.select('*, document:document_attachments!document_id(*)')
.in('id', [...subjectIds])
.eq('company_id', companyId)
const inboxMap = new Map<string, InvoiceInboxItem & { document: DocumentAttachment | null }>()
for (const row of inboxRows ?? []) {
inboxMap.set(row.id, row as InvoiceInboxItem & { document: DocumentAttachment | null })
}
// Collect transaction IDs from two sources:
// 1. inbox_item.matched_transaction_id — set after a match is accepted
// (used by booking cards to show the paired transaction).
// 2. proposal_json.matched_transaction_id on pending match proposals —
// the transaction the AI is *proposing*; needed so match cards can
// show a human-readable description instead of a raw UUID.
const matchedTxIds = [
...new Set([
...[...inboxMap.values()]
.map((i) => i.matched_transaction_id)
.filter((id): id is string => Boolean(id)),
...typedProposals
.filter((p) => p.step_type === 'match')
.map((p) => (p.proposal_json as MatchProposalPayload).matched_transaction_id)
.filter((id): id is string => Boolean(id)),
]),
]
const txMap = new Map<string, Transaction>()
if (matchedTxIds.length > 0) {
const { data: txRows } = await supabase
.from('transactions')
.select('*')
.in('id', matchedTxIds)
.eq('company_id', companyId)
for (const tx of txRows ?? []) txMap.set(tx.id, tx as Transaction)
}
// Build the view: one card per (subject, step). Proposals first, requests second.
for (const proposal of typedProposals) {
const inbox = inboxMap.get(proposal.subject_id)
if (!inbox) continue
// Match cards render the transaction being *proposed*; booking cards render
// the transaction already accepted on the inbox item.
const txId = proposal.step_type === 'match'
? (proposal.proposal_json as MatchProposalPayload).matched_transaction_id
: inbox.matched_transaction_id
items.push({
proposal,
request: null,
inbox_item: inbox,
transaction: txId ? txMap.get(txId) ?? null : null,
})
}
for (const request of typedRequests) {
const inbox = inboxMap.get(request.subject_id)
if (!inbox) continue
items.push({
proposal: null,
request,
inbox_item: inbox,
transaction: inbox.matched_transaction_id ? txMap.get(inbox.matched_transaction_id) ?? null : null,
})
}
}
return <AgentInbox initialItems={items} />
}
app/(dashboard)/expenses/[id]/page.tsx
+16 -2
View File
@@ -38,6 +38,7 @@ export default function ExpenseDetailPage() {
const [isLoading, setIsLoading] = useState(true) const [isLoading, setIsLoading] = useState(true)
const [isPayDialogOpen, setIsPayDialogOpen] = useState(false) const [isPayDialogOpen, setIsPayDialogOpen] = useState(false)
const [payAmount, setPayAmount] = useState('') const [payAmount, setPayAmount] = useState('')
const [paymentDate, setPaymentDate] = useState(() => new Date().toISOString().split('T')[0])
const [isProcessing, setIsProcessing] = useState(false) const [isProcessing, setIsProcessing] = useState(false)
const { dialogProps: confirmDialogProps, confirm: confirmAction } = useDestructiveConfirm() const { dialogProps: confirmDialogProps, confirm: confirmAction } = useDestructiveConfirm()
@@ -50,6 +51,7 @@ export default function ExpenseDetailPage() {
} else { } else {
setInvoice(data) setInvoice(data)
setPayAmount(String(data.remaining_amount)) setPayAmount(String(data.remaining_amount))
setPaymentDate(new Date().toISOString().split('T')[0])
} }
setIsLoading(false) setIsLoading(false)
} }
@@ -89,7 +91,7 @@ export default function ExpenseDetailPage() {
const res = await fetch(`/api/supplier-invoices/${params.id}/mark-paid`, { const res = await fetch(`/api/supplier-invoices/${params.id}/mark-paid`, {
method: 'POST', method: 'POST',
headers: { 'Content-Type': 'application/json' }, headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ amount: parseFloat(payAmount) }), body: JSON.stringify({ amount: parseFloat(payAmount), payment_date: paymentDate }),
}) })
const result = await res.json() const result = await res.json()
if (!res.ok) { if (!res.ok) {
@@ -473,8 +475,20 @@ export default function ExpenseDetailPage() {
</DialogHeader> </DialogHeader>
<div className="space-y-4"> <div className="space-y-4">
<div className="space-y-2"> <div className="space-y-2">
<Label>Belopp att betala</Label> <Label htmlFor="payment-date">Betalningsdatum</Label>
<Input <Input
id="payment-date"
type="date"
value={paymentDate}
max={new Date().toISOString().split('T')[0]}
onChange={(e) => setPaymentDate(e.target.value)}
className="w-full sm:w-48"
/>
</div>
<div className="space-y-2">
<Label htmlFor="payment-amount">Belopp att betala</Label>
<Input
id="payment-amount"
type="number" type="number"
step="0.01" step="0.01"
value={payAmount} value={payAmount}
app/(dashboard)/layout.tsx
+10 -3
View File
@@ -219,9 +219,16 @@ export default async function DashboardLayout({
extensionNavItems={getExtensionNavItems()} extensionNavItems={getExtensionNavItems()}
/> />
<main id="main-content" className="safe-area-main-padding md:!pb-0 md:pl-[232px]" role="main"> <main id="main-content" className="safe-area-main-padding md:!pb-0 md:pl-[232px]" role="main">
<div key={companyId} className="max-w-5xl mx-auto px-5 py-8 md:px-8 md:py-10"> {pathname.startsWith('/e/') ? (
{children} // Extension workspaces opt out of the centered max-w-5xl chrome
</div> // because their content (file viewers, dashboards) wants the full
// viewport width.
<div key={companyId} className="h-full">{children}</div>
) : (
<div key={companyId} className="max-w-5xl mx-auto px-5 py-8 md:px-8 md:py-10">
{children}
</div>
)}
</main> </main>
{!isSandbox && ( {!isSandbox && (
<RecaptIdentify <RecaptIdentify
app/(dashboard)/pending/page.tsx
+3 -3
View File
@@ -298,7 +298,7 @@ export default function PendingOperationsPage() {
<div className="space-y-6"> <div className="space-y-6">
<PageHeader <PageHeader
title="Granskning" title="Granskning"
description="Operationer från din AI-agent som väntar på godkännande" description="Operationer som väntar på godkännande"
/> />
{newAutoCommits.length > 0 && ( {newAutoCommits.length > 0 && (
@@ -382,8 +382,8 @@ export default function PendingOperationsPage() {
</p> </p>
<p className="text-sm text-muted-foreground mt-1"> <p className="text-sm text-muted-foreground mt-1">
{activeTab === 'pending' {activeTab === 'pending'
? 'När din AI-agent skapar bokföring visas den här för granskning.' ? 'När en operation kräver godkännande visas den här för granskning.'
: 'Historik för AI-agentens operationer visas här.'} : 'Operationer du har godkänt eller avvisat visas här.'}
</p> </p>
</CardContent> </CardContent>
</Card> </Card>
app/(dashboard)/receipts/page.tsx
-59
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@@ -1,59 +0,0 @@
import { notFound, redirect } from 'next/navigation'
import { createClient } from '@/lib/supabase/server'
import { ensureInitialized } from '@/lib/init'
import { ENABLED_EXTENSION_IDS } from '@/lib/extensions/_generated/enabled-extensions'
import { requireCompanyId } from '@/lib/company/context'
import ReceiptsList from '@/components/receipts/ReceiptsList'
import type { InvoiceInboxItem, DocumentAttachment } from '@/types'
ensureInitialized()
export type ReceiptRow = InvoiceInboxItem & { document: DocumentAttachment | null }
export type ReceiptRowWithPreview = ReceiptRow & { preview_url: string | null }
export default async function ReceiptsPage() {
// Hard gate: if the invoice-inbox extension isn't loaded, there's no
// upload pipeline and nothing would work here.
if (!ENABLED_EXTENSION_IDS.has('invoice-inbox')) notFound()
const supabase = await createClient()
const { data: { user } } = await supabase.auth.getUser()
if (!user) redirect('/login')
const companyId = await requireCompanyId(supabase, user.id)
const { data } = await supabase
.from('invoice_inbox_items')
.select('*, document:document_attachments!document_id(*)')
.eq('company_id', companyId)
.eq('document_type', 'receipt')
.order('created_at', { ascending: false })
.limit(200)
const rows = (data ?? []) as ReceiptRow[]
// Batch-sign all document paths so each row renders with a thumbnail.
// Supabase exposes createSignedUrls (plural) for exactly this use case.
const paths = rows
.map((r) => r.document?.storage_path)
.filter((p): p is string => Boolean(p))
const urlByPath = new Map<string, string>()
if (paths.length > 0) {
const { data: signed } = await supabase.storage
.from('documents')
.createSignedUrls(paths, 3600)
for (const entry of signed ?? []) {
if (entry.path && entry.signedUrl) urlByPath.set(entry.path, entry.signedUrl)
}
}
const items = rows.map((row) => ({
...row,
preview_url: row.document?.storage_path
? urlByPath.get(row.document.storage_path) ?? null
: null,
}))
return <ReceiptsList initialItems={items} />
}
app/(dashboard)/settings/bookkeeping/page.tsx
+4 -40
View File
@@ -7,17 +7,13 @@ import { PeriodLockingSettings } from '@/components/settings/PeriodLockingSettin
import { VoucherSeriesManager } from '@/components/settings/VoucherSeriesManager' import { VoucherSeriesManager } from '@/components/settings/VoucherSeriesManager'
import { useSettings } from '@/components/settings/useSettings' import { useSettings } from '@/components/settings/useSettings'
import { Label } from '@/components/ui/label' import { Label } from '@/components/ui/label'
import { Switch } from '@/components/ui/switch' import { ExternalLink } from 'lucide-react'
import { ExternalLink, Sparkles } from 'lucide-react'
import { ENABLED_EXTENSION_IDS } from '@/lib/extensions/_generated/enabled-extensions'
import { isAgentInboxEnabled } from '@/lib/ai/feature-flag'
import type { CompanySettings } from '@/types' import type { CompanySettings } from '@/types'
const SERIES_OPTIONS = 'ABCDEFGHIJKLMNOPQRSTUVWXYZ'.split('') const SERIES_OPTIONS = 'ABCDEFGHIJKLMNOPQRSTUVWXYZ'.split('')
export default function BookkeepingSettingsPage() { export default function BookkeepingSettingsPage() {
const { settings, isLoading, updateSettings } = useSettings() const { settings, isLoading, updateSettings } = useSettings()
const aiAgentAvailable = ENABLED_EXTENSION_IDS.has('ai-agent') && isAgentInboxEnabled()
if (isLoading || !settings) return <SettingsLoadingSkeleton /> if (isLoading || !settings) return <SettingsLoadingSkeleton />
@@ -26,7 +22,6 @@ export default function BookkeepingSettingsPage() {
const lockedThrough = (formData.get('bookkeeping_locked_through') as string) || null const lockedThrough = (formData.get('bookkeeping_locked_through') as string) || null
const accountingMethod = (formData.get('accounting_method') as string) || 'accrual' const accountingMethod = (formData.get('accounting_method') as string) || 'accrual'
const defaultVoucherSeries = (formData.get('default_voucher_series') as string) || 'A' const defaultVoucherSeries = (formData.get('default_voucher_series') as string) || 'A'
const aiFlowEnabled = formData.get('ai_flow_enabled') === 'on'
const updates: Record<string, unknown> = { const updates: Record<string, unknown> = {
bookkeeping_locked_through: lockedThrough, bookkeeping_locked_through: lockedThrough,
@@ -34,9 +29,6 @@ export default function BookkeepingSettingsPage() {
accounting_method: accountingMethod, accounting_method: accountingMethod,
default_voucher_series: defaultVoucherSeries, default_voucher_series: defaultVoucherSeries,
} }
if (aiAgentAvailable) {
updates.ai_flow_enabled = aiFlowEnabled
}
return { return {
updates, updates,
onSuccess: (data: Record<string, unknown>) => { onSuccess: (data: Record<string, unknown>) => {
@@ -65,9 +57,9 @@ export default function BookkeepingSettingsPage() {
<option value="cash">Kontantmetoden</option> <option value="cash">Kontantmetoden</option>
</select> </select>
<p className="text-xs text-muted-foreground"> <p className="text-xs text-muted-foreground">
{settings.entity_type === 'aktiebolag' Kontantmetoden får användas om årlig nettoomsättning normalt är högst
? 'Aktiebolag med omsättning över 3 MSEK måste använda faktureringsmetoden.' 3 MSEK (BFL 5 kap. 2 §). Obetalda fordringar och skulder ska bokföras
: 'Kontantmetoden är tillgänglig för enskild firma med omsättning under 3 MSEK.'} vid räkenskapsårets utgång.
</p> </p>
</div> </div>
</section> </section>
@@ -101,34 +93,6 @@ export default function BookkeepingSettingsPage() {
<div className="border-t border-border/8 pt-8"> <div className="border-t border-border/8 pt-8">
<PeriodLockingSettings settings={settings} /> <PeriodLockingSettings settings={settings} />
</div> </div>
{/* AI agent (beta) — gated on extension availability */}
{aiAgentAvailable && (
<div className="border-t border-border/8 pt-8">
<section className="space-y-4">
<h2 className="text-sm font-medium uppercase tracking-wider text-muted-foreground flex items-center gap-2">
<Sparkles className="h-3.5 w-3.5" />
AI-agent (beta)
</h2>
<div className="flex items-start gap-3">
<Switch
id="ai_flow_enabled"
name="ai_flow_enabled"
defaultChecked={Boolean(settings.ai_flow_enabled)}
/>
<div className="space-y-1">
<Label htmlFor="ai_flow_enabled">Aktivera agent-inkorgen</Label>
<p className="text-xs text-muted-foreground max-w-prose">
När aktiv: varje ny banktransaktion blir ett AI-förslag du granskar i
<Link href="/agent-inbox" className="underline ml-1">agent-inkorgen</Link>.
Den automatiska bokföringen (≥80% regelmatchning) stängs av — inget bokförs
utan din bekräftelse.
</p>
</div>
</div>
</section>
</div>
)}
</SettingsFormWrapper> </SettingsFormWrapper>
{/* Voucher series — read-only display */} {/* Voucher series — read-only display */}
app/(dashboard)/supplier-invoices/[id]/page.tsx
+16 -2
View File
@@ -51,6 +51,7 @@ export default function SupplierInvoiceDetailPage() {
const [isLoading, setIsLoading] = useState(true) const [isLoading, setIsLoading] = useState(true)
const [isPayDialogOpen, setIsPayDialogOpen] = useState(false) const [isPayDialogOpen, setIsPayDialogOpen] = useState(false)
const [payAmount, setPayAmount] = useState('') const [payAmount, setPayAmount] = useState('')
const [paymentDate, setPaymentDate] = useState(() => new Date().toISOString().split('T')[0])
const [isProcessing, setIsProcessing] = useState(false) const [isProcessing, setIsProcessing] = useState(false)
const { dialogProps: confirmDialogProps, confirm: confirmAction } = useDestructiveConfirm() const { dialogProps: confirmDialogProps, confirm: confirmAction } = useDestructiveConfirm()
@@ -63,6 +64,7 @@ export default function SupplierInvoiceDetailPage() {
} else { } else {
setInvoice(data) setInvoice(data)
setPayAmount(String(data.remaining_amount)) setPayAmount(String(data.remaining_amount))
setPaymentDate(new Date().toISOString().split('T')[0])
} }
setIsLoading(false) setIsLoading(false)
} }
@@ -89,7 +91,7 @@ export default function SupplierInvoiceDetailPage() {
const res = await fetch(`/api/supplier-invoices/${params.id}/mark-paid`, { const res = await fetch(`/api/supplier-invoices/${params.id}/mark-paid`, {
method: 'POST', method: 'POST',
headers: { 'Content-Type': 'application/json' }, headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ amount: parseFloat(payAmount) }), body: JSON.stringify({ amount: parseFloat(payAmount), payment_date: paymentDate }),
}) })
const result = await res.json() const result = await res.json()
if (!res.ok) { if (!res.ok) {
@@ -561,8 +563,20 @@ export default function SupplierInvoiceDetailPage() {
</DialogHeader> </DialogHeader>
<div className="space-y-4"> <div className="space-y-4">
<div className="space-y-2"> <div className="space-y-2">
<Label>Belopp att betala</Label> <Label htmlFor="payment-date">Betalningsdatum</Label>
<Input <Input
id="payment-date"
type="date"
value={paymentDate}
max={new Date().toISOString().split('T')[0]}
onChange={(e) => setPaymentDate(e.target.value)}
className="w-full sm:w-48"
/>
</div>
<div className="space-y-2">
<Label htmlFor="payment-amount">Belopp att betala</Label>
<Input
id="payment-amount"
type="number" type="number"
step="0.01" step="0.01"
value={payAmount} value={payAmount}
app/(dashboard)/transactions/page.tsx
+7 -58
View File
@@ -32,7 +32,7 @@ import type { TransactionWithInvoice, ViewMode, CategorizeHandler } from '@/comp
import { useCompany } from '@/contexts/CompanyContext' import { useCompany } from '@/contexts/CompanyContext'
import { getErrorMessage } from '@/lib/errors/get-error-message' import { getErrorMessage } from '@/lib/errors/get-error-message'
import { formatCurrency, formatDate } from '@/lib/utils' import { formatCurrency, formatDate } from '@/lib/utils'
import type { TransactionCategory, CreateTransactionInput, Invoice, Customer, VatTreatment, InvoiceInboxItem, EntityType, LinePatternEntry } from '@/types' import type { TransactionCategory, CreateTransactionInput, Invoice, Customer, VatTreatment, EntityType, LinePatternEntry } from '@/types'
import type { SuggestedCategory, SuggestedTemplate } from '@/lib/transactions/category-suggestions' import type { SuggestedCategory, SuggestedTemplate } from '@/lib/transactions/category-suggestions'
interface QuickReviewState { interface QuickReviewState {
@@ -137,19 +137,9 @@ export default function TransactionsPage() {
.filter((t) => t.potential_invoice_id) .filter((t) => t.potential_invoice_id)
.map((t) => t.potential_invoice_id) .map((t) => t.potential_invoice_id)
const unbookedTxIds = (txData || []) const invoiceResult = potentialInvoiceIds.length > 0
.filter((t) => !t.journal_entry_id && t.is_business === null) ? await supabase.from('invoices').select('*, customer:customers(*)').in('id', potentialInvoiceIds)
.map((t) => t.id) : { data: null }
// Fetch invoices and inbox items in parallel
const [invoiceResult, inboxResult] = await Promise.all([
potentialInvoiceIds.length > 0
? supabase.from('invoices').select('*, customer:customers(*)').in('id', potentialInvoiceIds)
: Promise.resolve({ data: null }),
unbookedTxIds.length > 0
? supabase.from('invoice_inbox_items').select('*').in('matched_transaction_id', unbookedTxIds).in('status', ['ready', 'processing'])
: Promise.resolve({ data: null }),
])
let invoiceMap: Record<string, Invoice & { customer?: Customer }> = {} let invoiceMap: Record<string, Invoice & { customer?: Customer }> = {}
if (invoiceResult.data) { if (invoiceResult.data) {
@@ -159,20 +149,9 @@ export default function TransactionsPage() {
}, {} as Record<string, Invoice & { customer?: Customer }>) }, {} as Record<string, Invoice & { customer?: Customer }>)
} }
let inboxItemMap: Record<string, InvoiceInboxItem> = {}
if (inboxResult.data) {
inboxItemMap = inboxResult.data.reduce((acc, item) => {
if (item.matched_transaction_id) {
acc[item.matched_transaction_id] = item as InvoiceInboxItem
}
return acc
}, {} as Record<string, InvoiceInboxItem>)
}
const transactionsWithInvoices: TransactionWithInvoice[] = (txData || []).map((t) => ({ const transactionsWithInvoices: TransactionWithInvoice[] = (txData || []).map((t) => ({
...t, ...t,
potential_invoice: t.potential_invoice_id ? invoiceMap[t.potential_invoice_id] : undefined, potential_invoice: t.potential_invoice_id ? invoiceMap[t.potential_invoice_id] : undefined,
matched_inbox_item: inboxItemMap[t.id] || undefined,
})) }))
setTransactions(transactionsWithInvoices) setTransactions(transactionsWithInvoices)
@@ -203,18 +182,9 @@ export default function TransactionsPage() {
.filter((t) => t.potential_invoice_id) .filter((t) => t.potential_invoice_id)
.map((t) => t.potential_invoice_id) .map((t) => t.potential_invoice_id)
const unbookedTxIds = txData const invoiceResult = potentialInvoiceIds.length > 0
.filter((t) => !t.journal_entry_id && t.is_business === null) ? await supabase.from('invoices').select('*, customer:customers(*)').in('id', potentialInvoiceIds)
.map((t) => t.id) : { data: null }
const [invoiceResult, inboxResult] = await Promise.all([
potentialInvoiceIds.length > 0
? supabase.from('invoices').select('*, customer:customers(*)').in('id', potentialInvoiceIds)
: Promise.resolve({ data: null }),
unbookedTxIds.length > 0
? supabase.from('invoice_inbox_items').select('*').in('matched_transaction_id', unbookedTxIds).in('status', ['ready', 'processing'])
: Promise.resolve({ data: null }),
])
let invoiceMap: Record<string, Invoice & { customer?: Customer }> = {} let invoiceMap: Record<string, Invoice & { customer?: Customer }> = {}
if (invoiceResult.data) { if (invoiceResult.data) {
@@ -224,20 +194,9 @@ export default function TransactionsPage() {
}, {} as Record<string, Invoice & { customer?: Customer }>) }, {} as Record<string, Invoice & { customer?: Customer }>)
} }
let inboxItemMap: Record<string, InvoiceInboxItem> = {}
if (inboxResult.data) {
inboxItemMap = inboxResult.data.reduce((acc, item) => {
if (item.matched_transaction_id) {
acc[item.matched_transaction_id] = item as InvoiceInboxItem
}
return acc
}, {} as Record<string, InvoiceInboxItem>)
}
const newTransactions: TransactionWithInvoice[] = txData.map((t) => ({ const newTransactions: TransactionWithInvoice[] = txData.map((t) => ({
...t, ...t,
potential_invoice: t.potential_invoice_id ? invoiceMap[t.potential_invoice_id] : undefined, potential_invoice: t.potential_invoice_id ? invoiceMap[t.potential_invoice_id] : undefined,
matched_inbox_item: inboxItemMap[t.id] || undefined,
})) }))
setTransactions((prev) => [...prev, ...newTransactions]) setTransactions((prev) => [...prev, ...newTransactions])
@@ -655,16 +614,6 @@ export default function TransactionsPage() {
} catch { } catch {
// Non-critical // Non-critical
} }
try {
// Run document matching sweep for latest inbox matches
await fetch('/api/documents/match-sweep', { method: 'POST' })
.then((r) => r.json())
.then((data) => {
if (data.data?.matched > 0) fetchTransactions()
})
} catch {
// Non-critical
}
const uncatIds = uncategorizedTransactions.map((t) => t.id) const uncatIds = uncategorizedTransactions.map((t) => t.id)
await fetchCategorySuggestions(uncatIds) await fetchCategorySuggestions(uncatIds)
setShowSwipeView(true) setShowSwipeView(true)
app/api/ai/backfill/cancel/route.ts
-38
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@@ -1,38 +0,0 @@
import { NextResponse } from 'next/server'
import { createClient } from '@/lib/supabase/server'
import { ensureInitialized } from '@/lib/init'
import { requireCompanyId } from '@/lib/company/context'
import { requireWritePermission } from '@/lib/auth/require-write'
import { gateAgentInbox } from '@/lib/ai/feature-flag'
ensureInitialized()
/**
* POST /api/ai/backfill/cancel
*
* Set the kill switch flag on company_settings. The running backfill loop
* checks this between items and exits cleanly. Already-generated proposals
* stay — the cancel just stops further generation.
*/
export async function POST() {
const gate = gateAgentInbox()
if (gate) return gate
const supabase = await createClient()
const { data: { user } } = await supabase.auth.getUser()
if (!user) return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
const writeCheck = await requireWritePermission(supabase, user.id)
if (!writeCheck.ok) return writeCheck.response
const companyId = await requireCompanyId(supabase, user.id)
const { error } = await supabase
.from('company_settings')
.update({ ai_backfill_cancel_requested: true })
.eq('company_id', companyId)
if (error) return NextResponse.json({ error: error.message }, { status: 500 })
return NextResponse.json({ data: { cancelled: true } })
}
app/api/ai/backfill/receipts/route.ts
-222
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@@ -1,222 +0,0 @@
import { NextResponse } from 'next/server'
import { createClient as createServiceClient } from '@supabase/supabase-js'
import { createClient } from '@/lib/supabase/server'
import { ensureInitialized } from '@/lib/init'
import { requireCompanyId } from '@/lib/company/context'
import { requireWritePermission } from '@/lib/auth/require-write'
import {
generateMatchProposalFor,
generateBookingProposalFor,
} from '@/lib/ai/orchestrator'
import { gateAgentInbox } from '@/lib/ai/feature-flag'
import type {
InvoiceInboxItem,
Transaction,
CategorizationTemplate,
} from '@/types'
import type { SupabaseClient } from '@supabase/supabase-js'
ensureInitialized()
/**
* POST /api/ai/backfill/receipts
*
* Generate AI proposals for the existing receipt backlog:
* - inbox items with document_type='receipt' and status='ready' that
* have no pending match proposal → generate match
* - items with matched_transaction_id and no booked journal entry but
* no pending booking proposal → generate booking
*
* Fire-and-forget: returns immediately with `{ queued }`. The loop
* iterates in the background, checking `company_settings.ai_backfill_cancel_requested`
* between items so the user can stop it. Idempotent via the partial
* unique index on (subject, step) WHERE pending — re-clicking does no harm.
*
* NOTE: relies on long-lived Node/Vercel worker to complete the loop. For
* v1 dev-only this is acceptable; a proper job queue is a follow-up.
*/
export async function POST() {
const gate = gateAgentInbox()
if (gate) return gate
const supabase = await createClient()
const { data: { user } } = await supabase.auth.getUser()
if (!user) return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
const writeCheck = await requireWritePermission(supabase, user.id)
if (!writeCheck.ok) return writeCheck.response
const companyId = await requireCompanyId(supabase, user.id)
// Gate on the per-company flag.
const { data: settings } = await supabase
.from('company_settings')
.select('ai_flow_enabled, ai_backfill_cancel_requested')
.eq('company_id', companyId)
.maybeSingle()
if (!settings?.ai_flow_enabled) {
return NextResponse.json(
{ error: 'AI-agenten är inte aktiverad.' },
{ status: 400 }
)
}
// Reset the cancel flag so a previous cancel doesn't kill this run.
await supabase
.from('company_settings')
.update({ ai_backfill_cancel_requested: false })
.eq('company_id', companyId)
// Count eligible items up front for the response.
const { data: eligibleMatch } = await supabase
.from('invoice_inbox_items')
.select('id')
.eq('company_id', companyId)
.eq('document_type', 'receipt')
.eq('status', 'ready')
.is('matched_transaction_id', null)
const { data: eligibleBooking } = await supabase
.from('invoice_inbox_items')
.select('id')
.eq('company_id', companyId)
.eq('document_type', 'receipt')
.eq('status', 'ready')
.not('matched_transaction_id', 'is', null)
const matchCount = eligibleMatch?.length ?? 0
const bookingCount = eligibleBooking?.length ?? 0
// Kick off the background loop. Intentionally NOT awaited.
runBackfill(companyId, user.id).catch((err) => {
console.error('[ai/backfill/receipts] loop failed:', err)
})
return NextResponse.json({
data: {
queued_match: matchCount,
queued_booking: bookingCount,
},
})
}
/**
* Run the backfill loop using a service-role client so the orchestrator's
* inserts bypass RLS (mirrors how orchestrator writes from event handlers).
*/
async function runBackfill(companyId: string, userId: string): Promise<void> {
const service: SupabaseClient = createServiceClient(
process.env.NEXT_PUBLIC_SUPABASE_URL!,
process.env.SUPABASE_SERVICE_ROLE_KEY!
)
// Pass 1: generate match proposals.
const { data: matchItems } = await service
.from('invoice_inbox_items')
.select('*')
.eq('company_id', companyId)
.eq('document_type', 'receipt')
.eq('status', 'ready')
.is('matched_transaction_id', null)
for (const item of (matchItems || []) as InvoiceInboxItem[]) {
if (await isCancelled(service, companyId)) return
// Skip if a pending match proposal already exists.
const { data: existing } = await service
.from('ai_proposals')
.select('id')
.eq('subject_type', 'inbox_item')
.eq('subject_id', item.id)
.eq('step_type', 'match')
.eq('status', 'pending')
.maybeSingle()
if (existing) continue
try {
await generateMatchProposalFor(service, {
inboxItem: item,
correlationId: item.correlation_id ?? undefined,
userId,
companyId,
})
} catch (err) {
console.error(`[ai/backfill] match failed for ${item.id}:`, err)
}
}
// Pass 2: generate booking proposals for already-matched items.
const { data: bookingItems } = await service
.from('invoice_inbox_items')
.select('*')
.eq('company_id', companyId)
.eq('document_type', 'receipt')
.eq('status', 'ready')
.not('matched_transaction_id', 'is', null)
const { data: settings } = await service
.from('company_settings')
.select('entity_type')
.eq('company_id', companyId)
.maybeSingle()
const entityType: 'enskild_firma' | 'aktiebolag' =
(settings?.entity_type as 'enskild_firma' | 'aktiebolag') || 'enskild_firma'
const { data: templates } = await service
.from('categorization_templates')
.select('*')
.eq('company_id', companyId)
.eq('is_active', true)
for (const item of (bookingItems || []) as InvoiceInboxItem[]) {
if (await isCancelled(service, companyId)) return
const { data: existing } = await service
.from('ai_proposals')
.select('id')
.eq('subject_type', 'inbox_item')
.eq('subject_id', item.id)
.eq('step_type', 'booking')
.eq('status', 'pending')
.maybeSingle()
if (existing) continue
const { data: tx } = await service
.from('transactions')
.select('*')
.eq('id', item.matched_transaction_id!)
.eq('company_id', companyId)
.maybeSingle()
if (!tx || (tx as Transaction).journal_entry_id) continue
try {
await generateBookingProposalFor(service, {
inboxItem: item,
matchedTransaction: tx as Transaction,
existingTemplates: (templates || []) as CategorizationTemplate[],
entityType,
correlationId: item.correlation_id ?? undefined,
userId,
companyId,
})
} catch (err) {
console.error(`[ai/backfill] booking failed for ${item.id}:`, err)
}
}
}
async function isCancelled(
service: SupabaseClient,
companyId: string
): Promise<boolean> {
const { data } = await service
.from('company_settings')
.select('ai_backfill_cancel_requested')
.eq('company_id', companyId)
.maybeSingle()
return Boolean(data?.ai_backfill_cancel_requested)
}
app/api/ai/inbox-items/[id]/attach-file/route.ts
-154
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@@ -1,154 +0,0 @@
import { NextResponse } from 'next/server'
import { createClient } from '@/lib/supabase/server'
import { ensureInitialized } from '@/lib/init'
import { requireCompanyId } from '@/lib/company/context'
import { requireWritePermission } from '@/lib/auth/require-write'
import { uploadDocument } from '@/lib/core/documents/document-service'
import { appendProcessingHistory } from '@/lib/processing-history/append'
import { gateAgentInbox } from '@/lib/ai/feature-flag'
import type { InvoiceInboxItem } from '@/types'
ensureInitialized()
const MAX_BYTES = 15 * 1024 * 1024 // 15 MB — matches invoice-inbox workspace
const ALLOWED_MIME = new Set([
'application/pdf',
'image/jpeg',
'image/jpg',
'image/png',
'image/webp',
])
/**
* POST /api/ai/inbox-items/[id]/attach-file
*
* Attach a receipt image/PDF to an existing inbox item that was created
* without a file (e.g. a row seeded for testing, or an email receipt where
* the attachment was stripped). Stores the file in the WORM documents bucket
* and links it via invoice_inbox_items.document_id. Does not re-run
* classification — the extracted_data is left as-is.
*
* Only allowed when the inbox item currently has no document_id; we never
* replace an existing attachment (WORM policy).
*/
export async function POST(
request: Request,
{ params }: { params: Promise<{ id: string }> }
) {
const gate = gateAgentInbox()
if (gate) return gate
const supabase = await createClient()
const { data: { user } } = await supabase.auth.getUser()
if (!user) return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
const writeCheck = await requireWritePermission(supabase, user.id)
if (!writeCheck.ok) return writeCheck.response
const companyId = await requireCompanyId(supabase, user.id)
const { id } = await params
const { data: inboxRow } = await supabase
.from('invoice_inbox_items')
.select('*')
.eq('id', id)
.eq('company_id', companyId)
.maybeSingle()
if (!inboxRow) return NextResponse.json({ error: 'Not found' }, { status: 404 })
const inbox = inboxRow as InvoiceInboxItem
if (inbox.document_id) {
return NextResponse.json(
{ error: 'Kvittot har redan en bifogad fil.' },
{ status: 409 }
)
}
// Parse multipart form-data.
let formData: FormData
try {
formData = await request.formData()
} catch {
return NextResponse.json({ error: 'Invalid form data' }, { status: 400 })
}
const file = formData.get('file')
if (!(file instanceof File)) {
return NextResponse.json({ error: 'Missing file' }, { status: 400 })
}
if (file.size === 0) {
return NextResponse.json({ error: 'Filen är tom.' }, { status: 400 })
}
if (file.size > MAX_BYTES) {
return NextResponse.json(
{ error: `Filen är för stor (max ${Math.round(MAX_BYTES / 1024 / 1024)} MB).` },
{ status: 413 }
)
}
if (!ALLOWED_MIME.has(file.type)) {
return NextResponse.json(
{ error: 'Filtypen stöds inte. Tillåtna: PDF, JPG, PNG, WebP.' },
{ status: 415 }
)
}
const buffer = await file.arrayBuffer()
let doc
try {
doc = await uploadDocument(
supabase,
user.id,
companyId,
{ name: file.name, buffer, type: file.type },
{ upload_source: 'file_upload' }
)
} catch (err) {
const message = err instanceof Error ? err.message : 'Kunde inte ladda upp filen.'
return NextResponse.json({ error: message }, { status: 500 })
}
const { error: linkError } = await supabase
.from('invoice_inbox_items')
.update({ document_id: doc.id })
.eq('id', inbox.id)
.eq('company_id', companyId)
if (linkError) {
return NextResponse.json({ error: linkError.message }, { status: 500 })
}
try {
if (inbox.correlation_id) {
await appendProcessingHistory({
companyId,
correlationId: inbox.correlation_id,
aggregateType: 'Document',
aggregateId: doc.id,
eventType: 'ReceiptFileAttached',
payload: {
inbox_item_id: inbox.id,
document_id: doc.id,
file_name: file.name,
mime_type: file.type,
size_bytes: file.size,
},
actor: { type: 'user', id: user.id },
occurredAt: new Date(),
})
}
} catch (err) {
console.error('[ai/inbox-items/attach-file] processing_history append failed:', err)
}
return NextResponse.json({
data: {
inbox_item_id: inbox.id,
document_id: doc.id,
},
})
}
app/api/ai/inbox-items/[id]/request-receipt/route.ts
-218
View File
@@ -1,218 +0,0 @@
import { NextResponse } from 'next/server'
import { createClient } from '@/lib/supabase/server'
import { ensureInitialized } from '@/lib/init'
import { requireCompanyId } from '@/lib/company/context'
import { requireWritePermission } from '@/lib/auth/require-write'
import { getEmailService } from '@/lib/email/service'
import { appendProcessingHistory } from '@/lib/processing-history/append'
import { gateAgentInbox } from '@/lib/ai/feature-flag'
import { getBranding } from '@/lib/branding/service'
import type { InvoiceInboxItem } from '@/types'
ensureInitialized()
/**
* POST /api/ai/inbox-items/[id]/request-receipt
*
* Ask every member of the company to upload a receipt file for this inbox
* item. Used when the AI couldn't book because no source document is
* attached (BFL compliance gate) or the existing image is too poor to read.
*
* Sends one email per member with a deep link back to agent-inkorg.
* No-op when the email service isn't configured — returns 503 so the UI
* can explain.
*/
export async function POST(
_request: Request,
{ params }: { params: Promise<{ id: string }> }
) {
const gate = gateAgentInbox()
if (gate) return gate
const supabase = await createClient()
const { data: { user } } = await supabase.auth.getUser()
if (!user) return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
const writeCheck = await requireWritePermission(supabase, user.id)
if (!writeCheck.ok) return writeCheck.response
const companyId = await requireCompanyId(supabase, user.id)
const { id } = await params
const { data: inboxRow } = await supabase
.from('invoice_inbox_items')
.select('*')
.eq('id', id)
.eq('company_id', companyId)
.maybeSingle()
if (!inboxRow) return NextResponse.json({ error: 'Not found' }, { status: 404 })
const inbox = inboxRow as InvoiceInboxItem
const emailService = getEmailService()
if (!emailService.isConfigured()) {
return NextResponse.json(
{ error: 'E-posttjänsten är inte konfigurerad.' },
{ status: 503 }
)
}
// Load every member's email address. profiles.email is populated by the
// handle_new_user trigger and kept in sync with auth.users.
const { data: members, error: memberError } = await supabase
.from('company_members')
.select('user_id, profiles:user_id(email, full_name)')
.eq('company_id', companyId)
if (memberError) {
return NextResponse.json({ error: memberError.message }, { status: 500 })
}
// Shape of the joined profiles column depends on RLS/relationship —
// defensively support both single-object and array.
const recipients: Array<{ email: string; name: string | null }> = []
for (const row of members ?? []) {
type ProfileShape = { email?: string | null; full_name?: string | null }
const profile: ProfileShape | ProfileShape[] | null | undefined =
(row as { profiles?: ProfileShape | ProfileShape[] | null }).profiles
const profileRow = Array.isArray(profile) ? profile[0] : profile
const email = profileRow?.email
if (email) recipients.push({ email, name: profileRow?.full_name ?? null })
}
if (recipients.length === 0) {
return NextResponse.json(
{ error: 'Inga medlemmar med e-postadress hittades.' },
{ status: 404 }
)
}
const { data: companyRow } = await supabase
.from('company_settings')
.select('company_name')
.eq('company_id', companyId)
.maybeSingle()
const companyName = companyRow?.company_name ?? 'ditt företag'
// Pull a short summary of the receipt so recipients know which one to fix.
const extracted = inbox.extracted_data as {
merchant?: { name?: string | null } | null
totals?: { total?: number | null } | null
receipt?: { date?: string | null; currency?: string | null } | null
} | null
const merchant = extracted?.merchant?.name ?? 'okänd handlare'
const total = extracted?.totals?.total ?? null
const currency = extracted?.receipt?.currency ?? 'SEK'
const date = extracted?.receipt?.date ?? null
const appUrl = getBranding().appUrl
const deepLink = `${appUrl.replace(/\/$/, '')}/agent-inbox`
const subject = `[${companyName}] Kvittobild behövs för bokföring`
const summaryLine = [
merchant,
total != null ? `${total} ${currency}` : null,
date,
]
.filter(Boolean)
.join(' · ')
const html = buildHtml({ companyName, summaryLine, deepLink, senderName: user.email ?? null })
const text = buildText({ companyName, summaryLine, deepLink, senderName: user.email ?? null })
// Fire emails in parallel. Track successes and failures separately so a
// single bad address doesn't block the rest.
const results = await Promise.allSettled(
recipients.map((r) =>
emailService.sendEmail({
to: r.email,
subject,
html,
text,
})
)
)
let sent = 0
let failed = 0
for (const r of results) {
if (r.status === 'fulfilled' && r.value.success) sent += 1
else failed += 1
}
// Audit trail so the user can see "Emil requested receipt from 3 members".
try {
if (inbox.correlation_id) {
await appendProcessingHistory({
companyId,
correlationId: inbox.correlation_id,
aggregateType: 'Document',
aggregateId: inbox.document_id ?? inbox.id,
eventType: 'ReceiptRequested',
payload: {
inbox_item_id: inbox.id,
recipients: recipients.length,
sent,
failed,
},
actor: { type: 'user', id: user.id },
occurredAt: new Date(),
})
}
} catch (err) {
console.error('[ai/request-receipt] processing_history append failed:', err)
}
return NextResponse.json({
data: {
sent,
failed,
total: recipients.length,
},
})
}
interface TemplateArgs {
companyName: string
summaryLine: string
deepLink: string
senderName: string | null
}
function buildHtml({ companyName, summaryLine, deepLink, senderName }: TemplateArgs): string {
return `<!DOCTYPE html>
<html><head><meta charset="utf-8"></head>
<body style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',sans-serif;color:#111;max-width:560px;margin:0 auto;padding:24px;">
<h2 style="margin:0 0 12px;">Source documents required for receipt and transaction mapping</h2>
<p style="margin:0 0 16px;color:#555;">
${senderName ? `${senderName} ` : ''}behöver ett kvittounderlag för ${companyName} innan en transaktion kan bokföras.
</p>
<p style="margin:0 0 20px;padding:12px;background:#f4f4f5;border-radius:6px;font-family:monospace;font-size:14px;">
${summaryLine || 'Kvitto utan extraherade uppgifter'}
</p>
<p style="margin:0 0 16px;">Öppna agent-inkorgen och ladda upp en tydlig bild eller PDF av kvittot:</p>
<p style="margin:0 0 24px;">
<a href="${deepLink}" style="display:inline-block;background:#111;color:#fff;text-decoration:none;padding:10px 16px;border-radius:6px;">Öppna agent-inkorg</a>
</p>
<p style="margin:0;color:#888;font-size:13px;">
Send in receipts. Utan källunderlag kan bokföringen inte slutföras enligt BFL 5 kap 7§.
</p>
</body></html>`
}
function buildText({ companyName, summaryLine, deepLink, senderName }: TemplateArgs): string {
return [
'Source documents required for receipt and transaction mapping.',
'',
`${senderName ? `${senderName} ` : ''}behöver ett kvittounderlag för ${companyName} innan en transaktion kan bokföras.`,
'',
summaryLine || 'Kvitto utan extraherade uppgifter',
'',
'Öppna agent-inkorgen och ladda upp en tydlig bild eller PDF av kvittot:',
deepLink,
'',
'Send in receipts. Utan källunderlag kan bokföringen inte slutföras enligt BFL 5 kap 7§.',
].join('\n')
}
app/api/ai/learning/remember/route.ts
-127
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@@ -1,127 +0,0 @@
import { NextResponse } from 'next/server'
import { createClient } from '@/lib/supabase/server'
import { ensureInitialized } from '@/lib/init'
import { validateBody } from '@/lib/api/validate'
import { RememberLearningSchema } from '@/lib/api/schemas'
import { requireCompanyId } from '@/lib/company/context'
import { requireWritePermission } from '@/lib/auth/require-write'
import { calculateConfidence } from '@/lib/bookkeeping/counterparty-templates'
import { gateAgentInbox } from '@/lib/ai/feature-flag'
import type { AIProposal } from '@/types'
ensureInitialized()
/**
* POST /api/ai/learning/remember
*
* Called from the UI's learning-prompt dialog after a user edited and
* accepted an AI booking proposal. Upserts a categorization_templates row
* with source='ai_corrected' so next time's proposal for the same
* counterparty starts from the user's preference.
*
* This is the ONLY path that creates an ai_corrected template — the
* "silent learning" rule means every template with this source represents
* an explicit user choice.
*/
export async function POST(request: Request) {
const gate = gateAgentInbox()
if (gate) return gate
const supabase = await createClient()
const { data: { user } } = await supabase.auth.getUser()
if (!user) return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
const writeCheck = await requireWritePermission(supabase, user.id)
if (!writeCheck.ok) return writeCheck.response
const companyId = await requireCompanyId(supabase, user.id)
const validation = await validateBody(request, RememberLearningSchema)
if (!validation.success) return validation.response
const {
proposal_id,
counterparty_name,
debit_account,
credit_account,
vat_treatment,
category,
} = validation.data
// Verify the proposal is accepted + belongs to this company.
const { data: proposal } = await supabase
.from('ai_proposals')
.select('*')
.eq('id', proposal_id)
.eq('company_id', companyId)
.maybeSingle()
if (!proposal) return NextResponse.json({ error: 'Not found' }, { status: 404 })
const typed = proposal as AIProposal
if (typed.status !== 'accepted') {
return NextResponse.json(
{ error: 'Endast accepterade förslag kan lagras som mall.' },
{ status: 400 }
)
}
if (typed.step_type !== 'booking') {
return NextResponse.json(
{ error: 'Endast bokföringssteget kan lagras som mall.' },
{ status: 400 }
)
}
// Upsert the template. Existing row for the same (user_id, counterparty_name)
// gets its source bumped up and occurrence incremented.
const { data: existing } = await supabase
.from('categorization_templates')
.select('*')
.eq('user_id', user.id)
.eq('counterparty_name', counterparty_name)
.maybeSingle()
const today = new Date().toISOString().slice(0, 10)
if (existing) {
const newOccurrence = existing.occurrence_count + 1
await supabase
.from('categorization_templates')
.update({
debit_account,
credit_account,
vat_treatment,
category,
source: 'ai_corrected',
occurrence_count: newOccurrence,
confidence: calculateConfidence(newOccurrence),
last_seen_date: today,
is_active: true,
})
.eq('id', existing.id)
return NextResponse.json({ data: { template_id: existing.id, updated: true } })
}
const { data: created, error: insertError } = await supabase
.from('categorization_templates')
.insert({
user_id: user.id,
company_id: companyId,
counterparty_name,
counterparty_aliases: [counterparty_name],
debit_account,
credit_account,
vat_treatment,
category,
source: 'ai_corrected',
occurrence_count: 1,
confidence: calculateConfidence(1),
last_seen_date: today,
is_active: true,
})
.select()
.single()
if (insertError) return NextResponse.json({ error: insertError.message }, { status: 500 })
return NextResponse.json({ data: { template_id: created.id, updated: false } })
}
app/api/ai/proposals/[id]/accept/route.ts
-248
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@@ -1,248 +0,0 @@
import { NextResponse } from 'next/server'
import { createClient } from '@/lib/supabase/server'
import { eventBus } from '@/lib/events/bus'
import { ensureInitialized } from '@/lib/init'
import { validateBody } from '@/lib/api/validate'
import { AcceptProposalSchema } from '@/lib/api/schemas'
import { requireCompanyId } from '@/lib/company/context'
import { requireWritePermission } from '@/lib/auth/require-write'
import { reValidateProposal } from '@/lib/ai/proposals/re-validate'
import { applyProposal } from '@/lib/ai/proposals/apply'
import { bookkeepingErrorResponse } from '@/lib/bookkeeping/errors'
import { appendProcessingHistory } from '@/lib/processing-history/append'
import { gateAgentInbox } from '@/lib/ai/feature-flag'
import type {
AIProposal,
BookingProposalPayload,
InvoiceInboxItem,
MatchProposalPayload,
} from '@/types'
ensureInitialized()
/**
* POST /api/ai/proposals/[id]/accept
*
* Accept a pending proposal:
* 1. Optimistic lock on version to catch concurrent clicks.
* 2. Re-validate (period open, transaction still unbooked, accounts active).
* 3. Apply via lib/ai/proposals/apply.ts (engine call happens there).
* 4. Mark status='accepted', set applied_entry_id, bump version.
* 5. If `edits` provided and differ from proposal_json, record edit_diff
* and return a `learning_prompt` hint so the UI can ask
* "remember this booking for <counterparty>?".
* 6. Emit ai_proposal.accepted so the orchestrator can chain match -> booking.
*/
export async function POST(
request: Request,
{ params }: { params: Promise<{ id: string }> }
) {
const gate = gateAgentInbox()
if (gate) return gate
const supabase = await createClient()
const { data: { user } } = await supabase.auth.getUser()
if (!user) return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
const writeCheck = await requireWritePermission(supabase, user.id)
if (!writeCheck.ok) return writeCheck.response
const companyId = await requireCompanyId(supabase, user.id)
const { id } = await params
const validation = await validateBody(request, AcceptProposalSchema)
if (!validation.success) return validation.response
const { version, edits } = validation.data
// Fetch the proposal (also enforces company scope).
const { data: proposal, error: fetchError } = await supabase
.from('ai_proposals')
.select('*')
.eq('id', id)
.eq('company_id', companyId)
.maybeSingle()
if (fetchError) return NextResponse.json({ error: fetchError.message }, { status: 500 })
if (!proposal) return NextResponse.json({ error: 'Not found' }, { status: 404 })
const typed = proposal as AIProposal
if (typed.status !== 'pending') {
return NextResponse.json(
{ error: 'Förslaget har redan hanterats.', status: typed.status },
{ status: 409 }
)
}
if (typed.version !== version) {
return NextResponse.json(
{ error: 'Förslaget har ändrats av en annan användare — ladda om.' },
{ status: 409 }
)
}
// Re-validate current state — proposal might be stale.
const check = await reValidateProposal(supabase, companyId, typed)
if (!check.ok) {
// Mark invalidated so it drops out of the pending inbox.
await supabase
.from('ai_proposals')
.update({
status: 'invalidated',
invalidated_reason: check.code,
})
.eq('id', typed.id)
.eq('version', version)
return NextResponse.json(
{ error: check.message, code: check.code, details: check.details ?? null },
{ status: 409 }
)
}
const inboxItem = check.inboxItem as InvoiceInboxItem
// Merge edits into the original payload shape (edits are partial).
let editedPayload: MatchProposalPayload | BookingProposalPayload | undefined
if (edits) {
if (typed.step_type === 'match') {
const matchEdit = edits as { matched_transaction_id: string }
const original = typed.proposal_json as MatchProposalPayload
editedPayload = {
...original,
matched_transaction_id: matchEdit.matched_transaction_id,
}
} else {
editedPayload = edits as BookingProposalPayload
}
}
// Compute edit diff if edits were supplied and differ.
const editDiff = computeEditDiff(typed, editedPayload)
// Apply (calls the engine for booking steps).
let outcome
try {
outcome = await applyProposal(
supabase,
companyId,
user.id,
typed,
inboxItem,
editedPayload
)
} catch (err) {
const typedResp = bookkeepingErrorResponse(err)
if (typedResp) return typedResp
const message = err instanceof Error ? err.message : 'Kunde inte tillämpa förslaget'
return NextResponse.json({ error: message }, { status: 500 })
}
// Mark proposal accepted with CAS on version.
const appliedEntryId =
outcome.kind === 'booking_applied' ? outcome.journalEntry.id : null
const { data: updatedRows, error: updateError } = await supabase
.from('ai_proposals')
.update({
status: 'accepted',
accepted_at: new Date().toISOString(),
accepted_by_user_id: user.id,
version: typed.version + 1,
applied_entry_id: appliedEntryId,
edit_diff: editDiff,
})
.eq('id', typed.id)
.eq('version', version)
.select()
if (updateError || !updatedRows || updatedRows.length === 0) {
// The domain-level apply already happened; log loud but don't unwind
// (storno would be disproportionate for a race on a status bit).
console.error('[ai/accept] proposal status update failed after apply', updateError)
}
const finalProposal = (updatedRows?.[0] as AIProposal | undefined) ?? typed
// Audit trail.
try {
if (inboxItem.correlation_id) {
await appendProcessingHistory({
companyId,
correlationId: inboxItem.correlation_id,
aggregateType: 'AIProposal',
aggregateId: typed.id,
eventType: 'AIProposalAccepted',
payload: {
proposal_id: typed.id,
step_type: typed.step_type,
edited: Boolean(editDiff),
applied_entry_id: appliedEntryId,
},
actor: { type: 'user', id: user.id },
occurredAt: new Date(),
})
}
} catch (err) {
console.error('[ai/accept] Failed to append AIProposalAccepted:', err)
}
// Emit event so orchestrator can chain match -> booking.
try {
await eventBus.emit({
type: 'ai_proposal.accepted',
payload: {
proposal: finalProposal,
appliedEntry: outcome.kind === 'booking_applied' ? outcome.journalEntry : null,
userId: user.id,
companyId,
},
})
} catch (err) {
console.error('[ai/accept] Event emit failed:', err)
}
return NextResponse.json({
data: {
proposal: finalProposal,
applied_entry_id: appliedEntryId,
learning_prompt:
editDiff && typed.step_type === 'booking' && editedPayload
? buildLearningPromptHint(editedPayload as BookingProposalPayload, typed)
: null,
},
})
}
// ── helpers ─────────────────────────────────────────────────────────
function computeEditDiff(
proposal: AIProposal,
edits: MatchProposalPayload | BookingProposalPayload | undefined
): Record<string, unknown> | null {
if (!edits) return null
const before = proposal.proposal_json as unknown
const after = edits as unknown
if (JSON.stringify(before) === JSON.stringify(after)) return null
return { before, after }
}
/**
* When the user edited a booking proposal, offer to save the corrected
* shape as a counterparty template so next time's proposal starts from
* the user's preference.
*/
function buildLearningPromptHint(
edits: BookingProposalPayload,
proposal: AIProposal
): { counterparty_name: string; debit_account: string; credit_account: string; vat_treatment: string | null } | null {
const tpl = edits.counterparty_template_proposal
if (!tpl) return null
return {
counterparty_name: tpl.counterparty_name,
debit_account: tpl.debit_account,
credit_account: tpl.credit_account,
vat_treatment: tpl.vat_treatment,
}
// proposal is in signature for future refinement (e.g. embed original accounts for diff UI)
void proposal
}
app/api/ai/proposals/[id]/change-match/route.ts
-177
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@@ -1,177 +0,0 @@
import { NextResponse } from 'next/server'
import { createClient } from '@/lib/supabase/server'
import { ensureInitialized } from '@/lib/init'
import { validateBody } from '@/lib/api/validate'
import { ChangeMatchProposalSchema } from '@/lib/api/schemas'
import { requireCompanyId } from '@/lib/company/context'
import { requireWritePermission } from '@/lib/auth/require-write'
import { appendProcessingHistory } from '@/lib/processing-history/append'
import { gateAgentInbox } from '@/lib/ai/feature-flag'
import type { AIProposal, InvoiceInboxItem, MatchProposalPayload } from '@/types'
ensureInitialized()
/**
* POST /api/ai/proposals/[id]/change-match
*
* Swap the matched_transaction_id on a pending match proposal without
* accepting it. Lets the user verify a different candidate (AI alternative,
* AI-regenerated, or manually picked) before hitting Godkänn.
*
* - Keeps status='pending' so the user still has to explicitly accept.
* - Bumps version (optimistic lock) and records edit_diff with before/after +
* source so we can later measure how often the AI's top pick gets overridden
* and by which merchant/path.
* - Sets confidence to 1.0 (user-picked transactions are certain).
*/
export async function POST(
request: Request,
{ params }: { params: Promise<{ id: string }> }
) {
const gate = gateAgentInbox()
if (gate) return gate
const supabase = await createClient()
const { data: { user } } = await supabase.auth.getUser()
if (!user) return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
const writeCheck = await requireWritePermission(supabase, user.id)
if (!writeCheck.ok) return writeCheck.response
const companyId = await requireCompanyId(supabase, user.id)
const { id } = await params
const validation = await validateBody(request, ChangeMatchProposalSchema)
if (!validation.success) return validation.response
const { version, matched_transaction_id, source } = validation.data
const { data: proposalRow } = await supabase
.from('ai_proposals')
.select('*')
.eq('id', id)
.eq('company_id', companyId)
.maybeSingle()
if (!proposalRow) return NextResponse.json({ error: 'Not found' }, { status: 404 })
const proposal = proposalRow as AIProposal
if (proposal.status !== 'pending') {
return NextResponse.json(
{ error: 'Förslaget har redan hanterats.', status: proposal.status },
{ status: 409 }
)
}
if (proposal.step_type !== 'match') {
return NextResponse.json(
{ error: 'Bara match-förslag kan byta transaktion.' },
{ status: 400 }
)
}
if (proposal.version !== version) {
return NextResponse.json(
{ error: 'Förslaget har ändrats av en annan användare — ladda om.' },
{ status: 409 }
)
}
// Validate the new transaction: same company, uncategorized, no journal entry.
const { data: tx } = await supabase
.from('transactions')
.select('id, company_id, journal_entry_id')
.eq('id', matched_transaction_id)
.eq('company_id', companyId)
.maybeSingle()
if (!tx) {
return NextResponse.json(
{ error: 'Transaktionen hittades inte.' },
{ status: 404 }
)
}
if (tx.journal_entry_id) {
return NextResponse.json(
{ error: 'Transaktionen är redan bokförd.' },
{ status: 409 }
)
}
const originalPayload = proposal.proposal_json as MatchProposalPayload
// No-op? Return current state.
if (originalPayload.matched_transaction_id === matched_transaction_id) {
return NextResponse.json({ data: { proposal } })
}
const newPayload: MatchProposalPayload = {
...originalPayload,
matched_transaction_id,
top_confidence: 1,
}
const editDiff = {
before: originalPayload,
after: newPayload,
source,
changed_at: new Date().toISOString(),
changed_by_user_id: user.id,
}
const { data: updatedRows, error: updateError } = await supabase
.from('ai_proposals')
.update({
proposal_json: newPayload,
confidence: 1,
edit_diff: editDiff,
version: proposal.version + 1,
})
.eq('id', proposal.id)
.eq('version', version)
.select()
if (updateError) return NextResponse.json({ error: updateError.message }, { status: 500 })
if (!updatedRows || updatedRows.length === 0) {
return NextResponse.json(
{ error: 'Förslaget har ändrats av en annan användare — ladda om.' },
{ status: 409 }
)
}
const finalProposal = updatedRows[0] as AIProposal
// Audit trail.
try {
const { data: inboxItem } = await supabase
.from('invoice_inbox_items')
.select('correlation_id')
.eq('id', proposal.subject_id)
.maybeSingle()
const item = inboxItem as Pick<InvoiceInboxItem, 'correlation_id'> | null
if (item?.correlation_id) {
await appendProcessingHistory({
companyId,
correlationId: item.correlation_id,
aggregateType: 'AIProposal',
aggregateId: proposal.id,
eventType: 'AIProposalMatchChanged',
payload: {
proposal_id: proposal.id,
from_transaction_id: originalPayload.matched_transaction_id,
to_transaction_id: matched_transaction_id,
source,
},
actor: { type: 'user', id: user.id },
occurredAt: new Date(),
})
}
} catch (err) {
console.error('[ai/change-match] Failed to append AIProposalMatchChanged:', err)
}
return NextResponse.json({ data: { proposal: finalProposal } })
}
app/api/ai/proposals/[id]/reject/route.ts
-117
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@@ -1,117 +0,0 @@
import { NextResponse } from 'next/server'
import { createClient } from '@/lib/supabase/server'
import { eventBus } from '@/lib/events/bus'
import { ensureInitialized } from '@/lib/init'
import { validateBody } from '@/lib/api/validate'
import { RejectProposalSchema } from '@/lib/api/schemas'
import { requireCompanyId } from '@/lib/company/context'
import { requireWritePermission } from '@/lib/auth/require-write'
import { appendProcessingHistory } from '@/lib/processing-history/append'
import { gateAgentInbox } from '@/lib/ai/feature-flag'
import type { AIProposal, InvoiceInboxItem } from '@/types'
ensureInitialized()
/**
* POST /api/ai/proposals/[id]/reject
*
* Mark a pending proposal as rejected. The orchestrator will NOT chain the
* next step — the user has signalled the AI got this one wrong. Subsequent
* action (upload new doc, manually categorize, etc.) is up to the user.
*/
export async function POST(
request: Request,
{ params }: { params: Promise<{ id: string }> }
) {
const gate = gateAgentInbox()
if (gate) return gate
const supabase = await createClient()
const { data: { user } } = await supabase.auth.getUser()
if (!user) return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
const writeCheck = await requireWritePermission(supabase, user.id)
if (!writeCheck.ok) return writeCheck.response
const companyId = await requireCompanyId(supabase, user.id)
const { id } = await params
const validation = await validateBody(request, RejectProposalSchema)
if (!validation.success) return validation.response
const { version, reason } = validation.data
const { data: proposal } = await supabase
.from('ai_proposals')
.select('*')
.eq('id', id)
.eq('company_id', companyId)
.maybeSingle()
if (!proposal) return NextResponse.json({ error: 'Not found' }, { status: 404 })
const typed = proposal as AIProposal
if (typed.status !== 'pending') {
return NextResponse.json(
{ error: 'Förslaget har redan hanterats.', status: typed.status },
{ status: 409 }
)
}
const { data: updatedRows, error: updateError } = await supabase
.from('ai_proposals')
.update({
status: 'rejected',
rejected_at: new Date().toISOString(),
invalidated_reason: reason ?? null,
version: typed.version + 1,
})
.eq('id', typed.id)
.eq('version', version)
.select()
if (updateError) return NextResponse.json({ error: updateError.message }, { status: 500 })
if (!updatedRows || updatedRows.length === 0) {
return NextResponse.json(
{ error: 'Förslaget har ändrats av en annan användare — ladda om.' },
{ status: 409 }
)
}
const finalProposal = updatedRows[0] as AIProposal
// Audit trail.
try {
const { data: inboxItem } = await supabase
.from('invoice_inbox_items')
.select('correlation_id')
.eq('id', typed.subject_id)
.maybeSingle()
const item = inboxItem as Pick<InvoiceInboxItem, 'correlation_id'> | null
if (item?.correlation_id) {
await appendProcessingHistory({
companyId,
correlationId: item.correlation_id,
aggregateType: 'AIProposal',
aggregateId: typed.id,
eventType: 'AIProposalRejected',
payload: { proposal_id: typed.id, step_type: typed.step_type, reason: reason ?? null },
actor: { type: 'user', id: user.id },
occurredAt: new Date(),
})
}
} catch (err) {
console.error('[ai/reject] Failed to append AIProposalRejected:', err)
}
try {
await eventBus.emit({
type: 'ai_proposal.rejected',
payload: { proposal: finalProposal, userId: user.id, companyId },
})
} catch { /* non-blocking */ }
return NextResponse.json({ data: { proposal: finalProposal } })
}
app/api/ai/proposals/[id]/route.ts
-79
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@@ -1,79 +0,0 @@
import { NextResponse } from 'next/server'
import { createClient } from '@/lib/supabase/server'
import { ensureInitialized } from '@/lib/init'
import { requireCompanyId } from '@/lib/company/context'
import { gateAgentInbox } from '@/lib/ai/feature-flag'
ensureInitialized()
/**
* GET /api/ai/proposals/[id]
*
* Returns the full proposal row plus the linked inbox item and, when
* applicable, the matched transaction and already-applied journal entry.
*/
export async function GET(
_request: Request,
{ params }: { params: Promise<{ id: string }> }
) {
const gate = gateAgentInbox()
if (gate) return gate
const supabase = await createClient()
const { data: { user } } = await supabase.auth.getUser()
if (!user) return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
const companyId = await requireCompanyId(supabase, user.id)
const { id } = await params
const { data: proposal, error } = await supabase
.from('ai_proposals')
.select('*')
.eq('id', id)
.eq('company_id', companyId)
.maybeSingle()
if (error) return NextResponse.json({ error: error.message }, { status: 500 })
if (!proposal) return NextResponse.json({ error: 'Not found' }, { status: 404 })
// Load the inbox item (only subject_type in v1) for context.
const { data: inboxItem } = await supabase
.from('invoice_inbox_items')
.select('*, document:document_attachments!document_id(*)')
.eq('id', proposal.subject_id)
.eq('company_id', companyId)
.maybeSingle()
// Load the matched transaction if the inbox item has one.
let transaction = null
if (inboxItem?.matched_transaction_id) {
const { data: tx } = await supabase
.from('transactions')
.select('*')
.eq('id', inboxItem.matched_transaction_id)
.eq('company_id', companyId)
.maybeSingle()
transaction = tx
}
// For accepted booking proposals, fetch the applied journal entry.
let journalEntry = null
if (proposal.applied_entry_id) {
const { data: entry } = await supabase
.from('journal_entries')
.select('*, lines:journal_entry_lines(*)')
.eq('id', proposal.applied_entry_id)
.eq('company_id', companyId)
.maybeSingle()
journalEntry = entry
}
return NextResponse.json({
data: {
proposal,
inbox_item: inboxItem ?? null,
transaction,
journal_entry: journalEntry,
},
})
}
app/api/ai/proposals/batch-accept/route.ts
-142
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@@ -1,142 +0,0 @@
import { NextResponse } from 'next/server'
import { createClient } from '@/lib/supabase/server'
import { eventBus } from '@/lib/events/bus'
import { ensureInitialized } from '@/lib/init'
import { validateBody } from '@/lib/api/validate'
import { BatchAcceptSchema } from '@/lib/api/schemas'
import { requireCompanyId } from '@/lib/company/context'
import { requireWritePermission } from '@/lib/auth/require-write'
import { reValidateProposal } from '@/lib/ai/proposals/re-validate'
import { applyProposal } from '@/lib/ai/proposals/apply'
import { gateAgentInbox } from '@/lib/ai/feature-flag'
import type { AIProposal, InvoiceInboxItem } from '@/types'
ensureInitialized()
interface BatchOutcomePerProposal {
proposal_id: string
ok: boolean
error?: string
code?: string
applied_entry_id?: string | null
}
/**
* POST /api/ai/proposals/batch-accept
*
* Accept multiple pending proposals in one click. Best-effort: each item is
* independently re-validated and applied. The response contains per-item
* outcomes so the UI can show checkmarks + specific failure messages
* (e.g., "fiscal period closed since you loaded the page").
*
* No edits are supported in batch mode — edits require the user to open the
* individual proposal and approve from there.
*/
export async function POST(request: Request) {
const gate = gateAgentInbox()
if (gate) return gate
const supabase = await createClient()
const { data: { user } } = await supabase.auth.getUser()
if (!user) return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
const writeCheck = await requireWritePermission(supabase, user.id)
if (!writeCheck.ok) return writeCheck.response
const companyId = await requireCompanyId(supabase, user.id)
const validation = await validateBody(request, BatchAcceptSchema)
if (!validation.success) return validation.response
const { proposal_ids } = validation.data
const outcomes: BatchOutcomePerProposal[] = []
for (const proposalId of proposal_ids) {
const outcome = await acceptOne(supabase, companyId, user.id, proposalId)
outcomes.push(outcome)
}
return NextResponse.json({
data: {
outcomes,
accepted: outcomes.filter((o) => o.ok).length,
failed: outcomes.filter((o) => !o.ok).length,
},
})
}
async function acceptOne(
supabase: Awaited<ReturnType<typeof createClient>>,
companyId: string,
userId: string,
proposalId: string
): Promise<BatchOutcomePerProposal> {
const { data: proposal } = await supabase
.from('ai_proposals')
.select('*')
.eq('id', proposalId)
.eq('company_id', companyId)
.maybeSingle()
if (!proposal) return { proposal_id: proposalId, ok: false, error: 'Not found', code: 'not_found' }
const typed = proposal as AIProposal
if (typed.status !== 'pending') {
return { proposal_id: proposalId, ok: false, error: `Already ${typed.status}`, code: 'not_pending' }
}
const check = await reValidateProposal(supabase, companyId, typed)
if (!check.ok) {
await supabase
.from('ai_proposals')
.update({ status: 'invalidated', invalidated_reason: check.code })
.eq('id', typed.id)
.eq('version', typed.version)
return { proposal_id: proposalId, ok: false, error: check.message, code: check.code }
}
const inboxItem = check.inboxItem as InvoiceInboxItem
let outcome
try {
outcome = await applyProposal(supabase, companyId, userId, typed, inboxItem)
} catch (err) {
return {
proposal_id: proposalId,
ok: false,
error: err instanceof Error ? err.message : 'apply_failed',
code: 'apply_failed',
}
}
const appliedEntryId =
outcome.kind === 'booking_applied' ? outcome.journalEntry.id : null
const { data: updated } = await supabase
.from('ai_proposals')
.update({
status: 'accepted',
accepted_at: new Date().toISOString(),
accepted_by_user_id: userId,
version: typed.version + 1,
applied_entry_id: appliedEntryId,
})
.eq('id', typed.id)
.eq('version', typed.version)
.select()
.maybeSingle()
try {
await eventBus.emit({
type: 'ai_proposal.accepted',
payload: {
proposal: (updated as AIProposal | null) ?? typed,
appliedEntry: outcome.kind === 'booking_applied' ? outcome.journalEntry : null,
userId,
companyId,
},
})
} catch { /* non-blocking */ }
return { proposal_id: proposalId, ok: true, applied_entry_id: appliedEntryId }
}
app/api/ai/proposals/route.ts
-53
View File
@@ -1,53 +0,0 @@
import { NextResponse } from 'next/server'
import { createClient } from '@/lib/supabase/server'
import { ensureInitialized } from '@/lib/init'
import { validateQuery } from '@/lib/api/validate'
import { ListProposalsQuerySchema } from '@/lib/api/schemas'
import { requireCompanyId } from '@/lib/company/context'
import { gateAgentInbox } from '@/lib/ai/feature-flag'
ensureInitialized()
/**
* GET /api/ai/proposals
*
* List AI proposals for the active company, newest first.
* Query params:
* status?: pending | accepted | rejected | skipped | invalidated
* step_type?: match | booking
* limit?: default 20, max 100
* offset?: default 0
*
* Returns { data: AIProposal[], count: number }.
*/
export async function GET(request: Request) {
const gate = gateAgentInbox()
if (gate) return gate
const supabase = await createClient()
const { data: { user } } = await supabase.auth.getUser()
if (!user) return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
const companyId = await requireCompanyId(supabase, user.id)
const qs = validateQuery(request, ListProposalsQuerySchema)
if (!qs.success) return qs.response
const { status, step_type, limit, offset } = qs.data
let query = supabase
.from('ai_proposals')
.select('*', { count: 'exact' })
.eq('company_id', companyId)
.order('created_at', { ascending: false })
.range(offset, offset + limit - 1)
if (status) query = query.eq('status', status)
if (step_type) query = query.eq('step_type', step_type)
const { data, error, count } = await query
if (error) {
return NextResponse.json({ error: error.message }, { status: 500 })
}
return NextResponse.json({ data, count: count ?? data?.length ?? 0 })
}
app/api/ai/requests/[id]/resolve/route.ts
-106
View File
@@ -1,106 +0,0 @@
import { NextResponse } from 'next/server'
import { createClient } from '@/lib/supabase/server'
import { ensureInitialized } from '@/lib/init'
import { validateBody } from '@/lib/api/validate'
import { ResolveRequestSchema } from '@/lib/api/schemas'
import { requireCompanyId } from '@/lib/company/context'
import { requireWritePermission } from '@/lib/auth/require-write'
import { appendProcessingHistory } from '@/lib/processing-history/append'
import { gateAgentInbox } from '@/lib/ai/feature-flag'
import type { AIRequest, InvoiceInboxItem } from '@/types'
ensureInitialized()
/**
* POST /api/ai/requests/[id]/resolve
*
* Mark an open ai_request as resolved. The response body is stored on the
* row for audit, but the actual follow-up action (re-upload doc, pick a
* transaction manually, set a VAT rate) is wired through the existing
* domain endpoints — the UI calls those separately. This endpoint just
* closes out the request card.
*/
export async function POST(
request: Request,
{ params }: { params: Promise<{ id: string }> }
) {
const gate = gateAgentInbox()
if (gate) return gate
const supabase = await createClient()
const { data: { user } } = await supabase.auth.getUser()
if (!user) return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
const writeCheck = await requireWritePermission(supabase, user.id)
if (!writeCheck.ok) return writeCheck.response
const companyId = await requireCompanyId(supabase, user.id)
const { id } = await params
const validation = await validateBody(request, ResolveRequestSchema)
if (!validation.success) return validation.response
const { response } = validation.data
const { data: req } = await supabase
.from('ai_requests')
.select('*')
.eq('id', id)
.eq('company_id', companyId)
.maybeSingle()
if (!req) return NextResponse.json({ error: 'Not found' }, { status: 404 })
const typed = req as AIRequest
if (typed.status !== 'open') {
return NextResponse.json(
{ error: 'Begäran är redan hanterad.', status: typed.status },
{ status: 409 }
)
}
const { data: updated, error: updateError } = await supabase
.from('ai_requests')
.update({
status: 'resolved',
resolved_at: new Date().toISOString(),
resolved_by_user_id: user.id,
response_json: response ?? null,
})
.eq('id', typed.id)
.eq('status', 'open')
.select()
.maybeSingle()
if (updateError || !updated) {
return NextResponse.json({ error: 'Kunde inte uppdatera' }, { status: 500 })
}
// Audit.
try {
const { data: inbox } = await supabase
.from('invoice_inbox_items')
.select('correlation_id')
.eq('id', typed.subject_id)
.maybeSingle()
const item = inbox as Pick<InvoiceInboxItem, 'correlation_id'> | null
if (item?.correlation_id) {
await appendProcessingHistory({
companyId,
correlationId: item.correlation_id,
aggregateType: 'AIRequest',
aggregateId: typed.id,
eventType: 'AIRequestResolved',
payload: {
request_id: typed.id,
request_type: typed.request_type,
has_response: Boolean(response),
},
actor: { type: 'user', id: user.id },
occurredAt: new Date(),
})
}
} catch (err) {
console.error('[ai/requests/resolve] Failed to append AIRequestResolved:', err)
}
return NextResponse.json({ data: { request: updated } })
}
app/api/documents/match-sweep/route.ts
-38
View File
@@ -1,38 +0,0 @@
import { createClient } from '@/lib/supabase/server'
import { NextResponse } from 'next/server'
import { runDocumentMatchingSweep } from '@/lib/documents/batch-match'
import { requireCompanyId } from '@/lib/company/context'
import { requireWritePermission } from '@/lib/auth/require-write'
export async function POST(request: Request) {
const supabase = await createClient()
const { data: { user } } = await supabase.auth.getUser()
if (!user) {
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
}
const writeCheck = await requireWritePermission(supabase, user.id)
if (!writeCheck.ok) return writeCheck.response
const companyId = await requireCompanyId(supabase, user.id)
// Optional: pass specific inbox item IDs to match
let inboxItemIds: string[] | undefined
try {
const body = await request.json()
if (Array.isArray(body?.inboxItemIds)) {
inboxItemIds = body.inboxItemIds
}
} catch {
// No body or invalid JSON — sweep all unmatched items
}
try {
const result = await runDocumentMatchingSweep(supabase, companyId, inboxItemIds)
return NextResponse.json({ data: result })
} catch (error) {
console.error('[match-sweep] Failed:', error)
return NextResponse.json({ error: 'Match sweep failed' }, { status: 500 })
}
}
app/api/settings/route.ts
-8
View File
@@ -84,14 +84,6 @@ export async function PUT(request: Request) {
) )
} }
// Validate: aktiebolag must use accrual accounting (BFNAR 2006:1)
if (effectiveEntityType === 'aktiebolag' && body.accounting_method === 'cash') {
return NextResponse.json(
{ error: 'Aktiebolag måste använda faktureringsmetoden (BFNAR 2006:1)' },
{ status: 400 }
)
}
// Validate: VAT-registered must have VAT number (ML 11 kap. 8§) and moms period (SFL 26 kap.) // Validate: VAT-registered must have VAT number (ML 11 kap. 8§) and moms period (SFL 26 kap.)
const effectiveVatRegistered = body.vat_registered ?? oldSettings?.vat_registered const effectiveVatRegistered = body.vat_registered ?? oldSettings?.vat_registered
if (effectiveVatRegistered === true) { if (effectiveVatRegistered === true) {
app/api/transactions/[id]/categorize/route.ts
+2 -8
View File
@@ -360,21 +360,15 @@ export async function POST(
} }
} }
// Confirm matched inbox item and link its document to the journal entry // Link the matched inbox item's document to the journal entry
if (body.inbox_item_id) { if (body.inbox_item_id) {
try { try {
await supabase
.from('invoice_inbox_items')
.update({ status: 'confirmed' })
.eq('id', body.inbox_item_id)
.eq('company_id', companyId)
// Link inbox item's document to the journal entry
if (journalEntryId) { if (journalEntryId) {
const { data: inboxItem } = await supabase const { data: inboxItem } = await supabase
.from('invoice_inbox_items') .from('invoice_inbox_items')
.select('document_id') .select('document_id')
.eq('id', body.inbox_item_id) .eq('id', body.inbox_item_id)
.eq('company_id', companyId)
.single() .single()
if (inboxItem?.document_id) { if (inboxItem?.document_id) {
app/api/transactions/suggest-categories/route.ts
-44
View File
@@ -113,50 +113,6 @@ export async function POST(request: Request) {
template_suggestions[tx.id] = [cpSuggestion, ...existing] template_suggestions[tx.id] = [cpSuggestion, ...existing]
} }
// Inject document template suggestions from matched inbox items
try {
const { data: matchedInboxItems } = await supabase
.from('invoice_inbox_items')
.select('matched_transaction_id, suggested_template_id, suggested_template_confidence')
.eq('company_id', companyId)
.in('matched_transaction_id', ids)
.not('suggested_template_id', 'is', null)
if (matchedInboxItems && matchedInboxItems.length > 0) {
console.log(`[suggest-categories] Found ${matchedInboxItems.length} matched inbox items with template suggestions`)
const { getTemplateById } = await import('@/lib/bookkeeping/booking-templates')
for (const item of matchedInboxItems) {
const txId = item.matched_transaction_id as string
const templateId = item.suggested_template_id as string
const template = getTemplateById(templateId)
if (!template) {
console.log(`[suggest-categories] Template "${templateId}" not found, skipping`)
continue
}
console.log(`[suggest-categories] Injecting document template: tx=${txId} → ${templateId} (${template.name_sv}, debit=${template.debit_account}, confidence=${item.suggested_template_confidence})`)
// Add to template_suggestions at the top with boosted confidence
const existing = template_suggestions[txId] || []
const docTemplate: SuggestedTemplate = {
template_id: templateId,
name_sv: template.name_sv,
name_en: template.name_en,
group: template.group,
debit_account: template.debit_account,
credit_account: template.credit_account,
confidence: Math.min((item.suggested_template_confidence as number) || 0.8, 1),
description_sv: template.description_sv,
risk_level: template.risk_level,
requires_review: template.requires_review,
}
template_suggestions[txId] = [docTemplate, ...existing.filter((t) => t.template_id !== templateId)]
}
}
} catch {
// Non-blocking
}
return NextResponse.json({ suggestions, template_suggestions }) return NextResponse.json({ suggestions, template_suggestions })
} }
app/api/transactions/uncategorized/route.ts
-93
View File
@@ -1,93 +0,0 @@
import { NextResponse } from 'next/server'
import { createClient } from '@/lib/supabase/server'
import { ensureInitialized } from '@/lib/init'
import { requireCompanyId } from '@/lib/company/context'
import { gateAgentInbox } from '@/lib/ai/feature-flag'
ensureInitialized()
/**
* GET /api/transactions/uncategorized
*
* Paginated list of uncategorized expense transactions for a picker UI
* (e.g. agent-inkorg's "Byt transaktion" flow). Returns expenses only —
* amount < 0 — since match proposals always pair receipts to outgoing
* payments. Includes basic range filters so callers can narrow to matches
* within ±window of a target amount/date.
*
* Query params:
* search Free-text against description/merchant_name (ILIKE)
* amount_center Target amount (signed). Must be accompanied by amount_window.
* amount_window Half-window in SEK — e.g. 50 means amount_center ± 50.
* date_center Target ISO date. Must be accompanied by date_window.
* date_window Half-window in days — e.g. 30 means ±30 days.
* limit Max rows (1-50, default 20).
* offset Row offset for pagination (default 0).
*/
export async function GET(request: Request) {
const gate = gateAgentInbox()
if (gate) return gate
const supabase = await createClient()
const { data: { user } } = await supabase.auth.getUser()
if (!user) return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
const companyId = await requireCompanyId(supabase, user.id)
const url = new URL(request.url)
const search = url.searchParams.get('search')?.trim() ?? ''
const amountCenterRaw = url.searchParams.get('amount_center')
const amountWindowRaw = url.searchParams.get('amount_window')
const dateCenterRaw = url.searchParams.get('date_center')
const dateWindowRaw = url.searchParams.get('date_window')
const limit = Math.min(Math.max(1, Number(url.searchParams.get('limit')) || 20), 50)
const offset = Math.max(0, Number(url.searchParams.get('offset')) || 0)
let query = supabase
.from('transactions')
.select('id, date, description, amount, currency, merchant_name, category, is_business', { count: 'exact' })
.eq('company_id', companyId)
.is('journal_entry_id', null)
.lt('amount', 0)
.order('date', { ascending: false })
.range(offset, offset + limit - 1)
if (search.length > 0) {
const escaped = search.replace(/[%_]/g, '\\$&')
query = query.or(`description.ilike.%${escaped}%,merchant_name.ilike.%${escaped}%`)
}
if (amountCenterRaw && amountWindowRaw) {
const center = Number(amountCenterRaw)
const window = Math.abs(Number(amountWindowRaw))
if (Number.isFinite(center) && Number.isFinite(window) && window > 0) {
query = query.gte('amount', center - window).lte('amount', center + window)
}
}
if (dateCenterRaw && dateWindowRaw) {
const windowDays = Math.abs(Number(dateWindowRaw))
if (Number.isFinite(windowDays) && windowDays > 0) {
const center = new Date(dateCenterRaw)
if (!Number.isNaN(center.getTime())) {
const msPerDay = 86_400_000
const from = new Date(center.getTime() - windowDays * msPerDay)
const to = new Date(center.getTime() + windowDays * msPerDay)
query = query.gte('date', from.toISOString().slice(0, 10))
query = query.lte('date', to.toISOString().slice(0, 10))
}
}
}
const { data, error, count } = await query
if (error) return NextResponse.json({ error: error.message }, { status: 500 })
return NextResponse.json({
data: {
transactions: data ?? [],
count: count ?? 0,
limit,
offset,
},
})
}
components/RecaptIdentify.tsx
+1 -1
View File
@@ -28,7 +28,7 @@ export function RecaptIdentify({
}) { }) {
useEffect(() => { useEffect(() => {
const interval = setInterval(() => { const interval = setInterval(() => {
if (window.Recapt) { if (typeof window.Recapt?.session?.setIdentity === 'function') {
window.Recapt.session.setIdentity({ window.Recapt.session.setIdentity({
uid: userId, uid: userId,
email: email, email: email,
components/agent-inbox/AgentInbox.tsx
-562
View File
@@ -1,562 +0,0 @@
'use client'
import { useState, useMemo, useCallback, useEffect, useRef } from 'react'
import { useRouter } from 'next/navigation'
import { Button } from '@/components/ui/button'
import { Card, CardContent } from '@/components/ui/card'
import { useToast } from '@/components/ui/use-toast'
import { PageHeader } from '@/components/ui/page-header'
import { Tabs, TabsList, TabsTrigger } from '@/components/ui/tabs'
import { Progress } from '@/components/ui/progress'
import { Sparkles, PlayCircle, XCircle, Loader2 } from 'lucide-react'
import ProposalCard from './ProposalCard'
import RequestCard from './RequestCard'
import EditBookingDialog from './EditBookingDialog'
import LearningPromptDialog from './LearningPromptDialog'
import ChangeTransactionDialog from './ChangeTransactionDialog'
import type { AgentInboxItemView } from '@/app/(dashboard)/agent-inbox/page'
import type { AIProposal, BookingProposalPayload } from '@/types'
type FilterKey = 'all' | 'match' | 'booking'
// The match step encompasses two UI states: actual match proposals waiting
// for approval AND ai_requests where Claude couldn't find a candidate and
// asked the user to pick manually. Both belong under the "Matchning" tab.
function filterKeyFor(item: AgentInboxItemView): Exclude<FilterKey, 'all'> {
if (item.proposal?.step_type === 'booking') return 'booking'
return 'match'
}
interface AgentInboxProps {
initialItems: AgentInboxItemView[]
}
interface LearningPromptState {
proposalId: string
counterparty_name: string
debit_account: string
credit_account: string
vat_treatment: string | null
}
export default function AgentInbox({ initialItems }: AgentInboxProps) {
const [items, setItems] = useState(initialItems)
// After router.refresh() the server re-runs and passes a new initialItems
// prop. useState only reads its arg on mount, so sync explicitly — otherwise
// newly-chained booking proposals stay invisible after a match accept.
useEffect(() => {
setItems(initialItems)
}, [initialItems])
const [selectedIds, setSelectedIds] = useState<Set<string>>(new Set())
const [busyProposalId, setBusyProposalId] = useState<string | null>(null)
const [editProposal, setEditProposal] = useState<AIProposal | null>(null)
const [changeMatchItem, setChangeMatchItem] = useState<AgentInboxItemView | null>(null)
const [learningPrompt, setLearningPrompt] = useState<LearningPromptState | null>(null)
const [backfillRunning, setBackfillRunning] = useState(false)
const [batchRunning, setBatchRunning] = useState(false)
const [filter, setFilter] = useState<FilterKey>('all')
const [backfillProgress, setBackfillProgress] = useState<{
target: number
startPending: number
currentPending: number
} | null>(null)
const pollRef = useRef<ReturnType<typeof setInterval> | null>(null)
const stableTicksRef = useRef(0)
const { toast } = useToast()
const router = useRouter()
// Cleanup any running poller on unmount.
useEffect(() => () => {
if (pollRef.current) clearInterval(pollRef.current)
}, [])
// Counts per filter bucket, used on the tab triggers.
const counts = useMemo(() => {
let match = 0, booking = 0
for (const i of items) {
if (filterKeyFor(i) === 'booking') booking++
else match++
}
return { all: items.length, match, booking }
}, [items])
const filteredItems = useMemo(() => {
if (filter === 'all') return items
return items.filter((i) => filterKeyFor(i) === filter)
}, [items, filter])
const selectableProposalIds = useMemo(
() =>
filteredItems
.filter((i) => i.proposal && i.proposal.status === 'pending')
.map((i) => i.proposal!.id),
[filteredItems]
)
const toggleSelect = useCallback((id: string) => {
setSelectedIds((prev) => {
const next = new Set(prev)
if (next.has(id)) next.delete(id)
else next.add(id)
return next
})
}, [])
const selectAll = useCallback(() => {
setSelectedIds(new Set(selectableProposalIds))
}, [selectableProposalIds])
const clearSelection = useCallback(() => setSelectedIds(new Set()), [])
const removeItem = useCallback((proposalId: string | null, requestId: string | null) => {
setItems((prev) =>
prev.filter((i) => {
if (proposalId && i.proposal?.id === proposalId) return false
if (requestId && i.request?.id === requestId) return false
return true
})
)
if (proposalId) {
setSelectedIds((prev) => {
const next = new Set(prev)
next.delete(proposalId)
return next
})
}
}, [])
// ── Accept ─────────────────────────────────────────────────────────
const handleAccept = async (
proposal: AIProposal,
edits?: BookingProposalPayload | { matched_transaction_id: string }
) => {
setBusyProposalId(proposal.id)
try {
const res = await fetch(`/api/ai/proposals/${proposal.id}/accept`, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ version: proposal.version, edits }),
})
const body = await res.json()
if (!res.ok) {
toast({ title: 'Kunde inte godkänna', description: body.error, variant: 'destructive' })
return
}
toast({ title: proposal.step_type === 'match' ? 'Matchning godkänd' : 'Bokförd' })
if (body.data?.learning_prompt) {
setLearningPrompt({
proposalId: proposal.id,
counterparty_name: body.data.learning_prompt.counterparty_name,
debit_account: body.data.learning_prompt.debit_account,
credit_account: body.data.learning_prompt.credit_account,
vat_treatment: body.data.learning_prompt.vat_treatment,
})
}
removeItem(proposal.id, null)
// Accepting a match proposal chains to a new booking proposal (generated
// synchronously inside the event handler during accept). Accepting a
// booking proposal produces the terminal state. Refresh the server
// component either way so the new state lands on screen.
router.refresh()
} catch (err) {
toast({
title: 'Fel',
description: err instanceof Error ? err.message : String(err),
variant: 'destructive',
})
} finally {
setBusyProposalId(null)
}
}
// ── Reject ─────────────────────────────────────────────────────────
const handleReject = async (proposal: AIProposal) => {
setBusyProposalId(proposal.id)
try {
const res = await fetch(`/api/ai/proposals/${proposal.id}/reject`, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ version: proposal.version }),
})
const body = await res.json()
if (!res.ok) {
toast({ title: 'Kunde inte avvisa', description: body.error, variant: 'destructive' })
return
}
toast({ title: 'Avvisad' })
removeItem(proposal.id, null)
router.refresh()
} finally {
setBusyProposalId(null)
}
}
// ── Batch accept ───────────────────────────────────────────────────
const handleBatchAccept = async () => {
if (selectedIds.size === 0) return
setBatchRunning(true)
try {
const res = await fetch('/api/ai/proposals/batch-accept', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ proposal_ids: [...selectedIds] }),
})
const body = await res.json()
if (!res.ok) {
toast({ title: 'Batch-godkännande misslyckades', description: body.error, variant: 'destructive' })
return
}
const { accepted, failed, outcomes } = body.data
toast({
title: `${accepted} godkända${failed > 0 ? `, ${failed} misslyckades` : ''}`,
})
// Remove only the ones that succeeded.
const successIds = new Set<string>(
(outcomes as Array<{ proposal_id: string; ok: boolean }>)
.filter((o) => o.ok)
.map((o) => o.proposal_id)
)
setItems((prev) => prev.filter((i) => !(i.proposal && successIds.has(i.proposal.id))))
clearSelection()
router.refresh()
} finally {
setBatchRunning(false)
}
}
// ── Backfill ───────────────────────────────────────────────────────
//
// The server runs a fire-and-forget loop that drafts proposals one at a
// time. Without feedback the user clicks the button and sees nothing. So
// here we poll the proposal count every 2s and show a progress card: the
// target is "pending proposals count at start + queued_match + queued_booking",
// the delta against that is progress. Poller stops when: (a) target hit,
// (b) count hasn't moved for 3 consecutive polls (drafted everything it
// could), or (c) user clicks cancel.
const stopPolling = useCallback(() => {
if (pollRef.current) {
clearInterval(pollRef.current)
pollRef.current = null
}
stableTicksRef.current = 0
}, [])
const fetchPendingCount = useCallback(async (): Promise<number | null> => {
try {
const res = await fetch('/api/ai/proposals?status=pending&limit=1')
if (!res.ok) return null
const body = await res.json()
return typeof body.count === 'number' ? body.count : null
} catch { return null }
}, [])
const handleBackfill = async () => {
setBackfillRunning(true)
try {
// Snapshot current pending count before kicking off. The target is
// this + the queued counts the server reports back.
const startPending = (await fetchPendingCount()) ?? 0
const res = await fetch('/api/ai/backfill/receipts', { method: 'POST' })
const body = await res.json()
if (!res.ok) {
toast({ title: 'Kunde inte starta backfill', description: body.error, variant: 'destructive' })
setBackfillRunning(false)
return
}
const queuedTotal = (body.data.queued_match || 0) + (body.data.queued_booking || 0)
if (queuedTotal === 0) {
toast({ title: 'Inget att bearbeta', description: 'Alla kvitton har redan förslag.' })
setBackfillRunning(false)
return
}
setBackfillProgress({
target: queuedTotal,
startPending,
currentPending: startPending,
})
toast({
title: 'Bearbetar befintliga',
description: `${queuedTotal} kvitton i kö. Det tar ca ${Math.ceil(queuedTotal * 5 / 60)} min.`,
})
// Start polling. First tick fires after 2s so the initial state
// matches what the server saw on the snapshot.
stableTicksRef.current = 0
pollRef.current = setInterval(async () => {
const current = await fetchPendingCount()
if (current == null) return
setBackfillProgress((prev) => {
if (!prev) return prev
const newState = { ...prev, currentPending: current }
const done = current - prev.startPending
if (done >= prev.target) {
// Hit the expected target — wrap up.
stopPolling()
setBackfillRunning(false)
toast({ title: 'Klart', description: `${done} förslag skapade.` })
router.refresh()
return null
}
if (current === prev.currentPending) {
stableTicksRef.current += 1
} else {
stableTicksRef.current = 0
}
// Stability threshold: 6 ticks * 2s = 12s no change → assume loop
// ran out of eligible items (some failed, skipped, etc).
if (stableTicksRef.current >= 6) {
stopPolling()
setBackfillRunning(false)
const short = prev.target - done
toast({
title: 'Backfill klar',
description: short > 0
? `${done} av ${prev.target} lyckades. ${short} kunde inte bearbetas (kontrollera kvittobilderna).`
: `${done} förslag skapade.`,
})
router.refresh()
return null
}
// Refresh every poll so new cards appear as they're drafted.
router.refresh()
return newState
})
}, 2000)
} catch (err) {
toast({ title: 'Fel', description: String(err), variant: 'destructive' })
setBackfillRunning(false)
}
}
const handleCancelBackfill = async () => {
await fetch('/api/ai/backfill/cancel', { method: 'POST' })
stopPolling()
setBackfillProgress(null)
setBackfillRunning(false)
toast({ title: 'Backfill stoppades' })
router.refresh()
}
// ── Learning prompt ────────────────────────────────────────────────
const handleRememberYes = async () => {
if (!learningPrompt) return
await fetch('/api/ai/learning/remember', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({
proposal_id: learningPrompt.proposalId,
counterparty_name: learningPrompt.counterparty_name,
debit_account: learningPrompt.debit_account,
credit_account: learningPrompt.credit_account,
vat_treatment: learningPrompt.vat_treatment,
category: null,
}),
})
toast({ title: 'Sparad som mall' })
setLearningPrompt(null)
}
return (
<div className="container mx-auto p-4 sm:p-8 max-w-5xl">
<PageHeader
title="Agent-inkorg"
description="AI föreslår bokföring — du godkänner varje steg."
action={
<div className="flex gap-2">
{!backfillRunning ? (
<Button variant="outline" onClick={handleBackfill} disabled={backfillRunning}>
<PlayCircle className="mr-2 h-4 w-4" />
Bearbeta befintliga
</Button>
) : (
<Button variant="outline" onClick={handleCancelBackfill}>
<XCircle className="mr-2 h-4 w-4" />
Stoppa backfill
</Button>
)}
</div>
}
/>
{backfillProgress && (
<BackfillProgressCard progress={backfillProgress} onCancel={handleCancelBackfill} />
)}
{items.length > 0 && (
<Tabs value={filter} onValueChange={(v) => setFilter(v as FilterKey)} className="mb-4">
<TabsList>
<TabsTrigger value="all">Allt ({counts.all})</TabsTrigger>
<TabsTrigger value="match">Matchning ({counts.match})</TabsTrigger>
<TabsTrigger value="booking">Bokföring ({counts.booking})</TabsTrigger>
</TabsList>
</Tabs>
)}
{items.length === 0 ? (
<Card>
<CardContent className="flex flex-col items-center justify-center py-12">
<div className="p-5 rounded-full bg-muted mb-6">
<Sparkles className="h-8 w-8 text-muted-foreground" />
</div>
<h3 className="text-lg font-medium mb-2">Inga väntande förslag</h3>
<p className="text-sm text-muted-foreground text-center max-w-sm">
När nya kvitton klassas i inkorgen kommer AI-förslagen att visas här.
</p>
</CardContent>
</Card>
) : (
<>
{selectableProposalIds.length > 1 && (
<div className="flex items-center justify-between mb-4">
<Button variant="ghost" size="sm" onClick={selectAll}>
Markera alla ({selectableProposalIds.length})
</Button>
{selectedIds.size > 0 && (
<Button variant="ghost" size="sm" onClick={clearSelection}>
Avmarkera ({selectedIds.size})
</Button>
)}
</div>
)}
<div className="flex flex-col gap-3">
{filteredItems.length === 0 && (
<Card>
<CardContent className="py-10 text-center text-sm text-muted-foreground">
Inga kort i denna vy.
</CardContent>
</Card>
)}
{filteredItems.map((item) => {
if (item.proposal) {
return (
<ProposalCard
key={`p-${item.proposal.id}`}
item={item}
isSelected={selectedIds.has(item.proposal.id)}
isBusy={busyProposalId === item.proposal.id}
onToggleSelect={() => toggleSelect(item.proposal!.id)}
onAccept={() => handleAccept(item.proposal!)}
onReject={() => handleReject(item.proposal!)}
onEdit={() => setEditProposal(item.proposal!)}
onChangeMatch={() => setChangeMatchItem(item)}
/>
)
}
if (item.request) {
return (
<RequestCard
key={`r-${item.request.id}`}
item={item}
onDismiss={() => removeItem(null, item.request!.id)}
/>
)
}
return null
})}
</div>
{selectedIds.size > 0 && (
<div className="fixed bottom-20 md:bottom-6 left-1/2 -translate-x-1/2 bg-background border shadow-lg rounded-full px-4 py-3 flex items-center gap-3 z-40">
<span className="text-sm font-medium">{selectedIds.size} valda</span>
<Button size="sm" onClick={handleBatchAccept} disabled={batchRunning}>
{batchRunning ? 'Godkänner…' : `Godkänn ${selectedIds.size} st`}
</Button>
</div>
)}
</>
)}
{editProposal && (
<EditBookingDialog
proposal={editProposal}
onClose={() => setEditProposal(null)}
onSubmit={async (edits) => {
const proposal = editProposal
setEditProposal(null)
await handleAccept(proposal, edits)
}}
/>
)}
{changeMatchItem?.proposal && (
<ChangeTransactionDialog
open={true}
onOpenChange={(open) => { if (!open) setChangeMatchItem(null) }}
proposal={changeMatchItem.proposal}
receiptTotal={
(changeMatchItem.inbox_item.extracted_data as { totals?: { total?: number | null } } | null)
?.totals?.total ?? null
}
receiptDate={
(changeMatchItem.inbox_item.extracted_data as { receipt?: { date?: string | null } } | null)
?.receipt?.date ?? null
}
onChanged={() => {
setChangeMatchItem(null)
router.refresh()
}}
/>
)}
{learningPrompt && (
<LearningPromptDialog
counterpartyName={learningPrompt.counterparty_name}
debitAccount={learningPrompt.debit_account}
creditAccount={learningPrompt.credit_account}
onYes={handleRememberYes}
onNo={() => setLearningPrompt(null)}
/>
)}
</div>
)
}
// Progress indicator shown while "Bearbeta befintliga" runs. Target is the
// number of proposals queued at start; `done` is the delta against the
// initial pending count. Caps visible done at target to avoid flicker above
// 100% when other proposals happen to land during the run.
function BackfillProgressCard({
progress,
onCancel,
}: {
progress: { target: number; startPending: number; currentPending: number }
onCancel: () => void
}) {
const done = Math.max(0, progress.currentPending - progress.startPending)
const capped = Math.min(done, progress.target)
const pct = progress.target > 0 ? Math.round((capped / progress.target) * 100) : 0
return (
<Card className="mb-4 border-primary/30 bg-primary/[0.02]">
<CardContent className="p-4 space-y-3">
<div className="flex items-center justify-between gap-3 flex-wrap">
<div className="flex items-center gap-2">
<Loader2 className="h-4 w-4 animate-spin text-primary" />
<span className="text-sm font-medium">Bearbetar befintliga kvitton</span>
</div>
<div className="flex items-center gap-3">
<span className="text-sm tabular-nums text-muted-foreground">
{capped} av {progress.target}
</span>
<Button size="sm" variant="ghost" onClick={onCancel}>
<XCircle className="mr-1.5 h-3.5 w-3.5" />
Stoppa
</Button>
</div>
</div>
<Progress value={pct} />
<p className="text-xs text-muted-foreground">
AI-agenten skapar förslag ett kvitto i taget. Nya kort dyker upp här automatiskt.
</p>
</CardContent>
</Card>
)
}
components/agent-inbox/ChangeTransactionDialog.tsx
-378
View File
@@ -1,378 +0,0 @@
'use client'
import { useCallback, useEffect, useMemo, useState } from 'react'
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
} from '@/components/ui/dialog'
import { Button } from '@/components/ui/button'
import { Input } from '@/components/ui/input'
import { Badge } from '@/components/ui/badge'
import { Loader2, Search, Sparkles, Check } from 'lucide-react'
import { formatCurrency, formatDate, cn } from '@/lib/utils'
import type { AIProposal, MatchProposalPayload } from '@/types'
type ChangeSource = 'user_alternative' | 'user_manual' | 'ai_regenerated'
interface ChangeTransactionDialogProps {
open: boolean
onOpenChange: (open: boolean) => void
proposal: AIProposal
receiptTotal: number | null
receiptDate: string | null
onChanged: () => void
}
interface PickerTx {
id: string
date: string
description: string | null
amount: number
currency: string | null
merchant_name: string | null
}
export default function ChangeTransactionDialog({
open,
onOpenChange,
proposal,
receiptTotal,
receiptDate,
onChanged,
}: ChangeTransactionDialogProps) {
const payload = proposal.proposal_json as MatchProposalPayload
const alternatives = payload.alternatives ?? []
const [selected, setSelected] = useState<{ id: string; source: ChangeSource } | null>(null)
const [saving, setSaving] = useState(false)
const [showAll, setShowAll] = useState(alternatives.length === 0)
const [search, setSearch] = useState('')
const [allTx, setAllTx] = useState<PickerTx[]>([])
const [alternativeTx, setAlternativeTx] = useState<Record<string, PickerTx>>({})
const [loadingList, setLoadingList] = useState(false)
const [error, setError] = useState<string | null>(null)
// Reset when dialog opens/closes or proposal changes.
useEffect(() => {
if (!open) {
setSelected(null)
setSearch('')
setError(null)
}
}, [open, proposal.id])
// Fetch human-readable context for the AI's alternatives so the user
// can compare description/amount/date, not bare UUIDs.
useEffect(() => {
if (!open || alternatives.length === 0) return
const ids = alternatives.map((a) => a.transaction_id)
fetch(`/api/transactions/uncategorized?limit=50&offset=0`)
.then((r) => r.json())
.then((body) => {
const list: PickerTx[] = body?.data?.transactions ?? []
const map: Record<string, PickerTx> = {}
for (const tx of list) if (ids.includes(tx.id)) map[tx.id] = tx
setAlternativeTx(map)
})
.catch(() => { /* alternatives still show with reasoning text */ })
}, [open, alternatives])
// Fetch the full picker list when the user opens "Visa alla".
const loadAllTransactions = useCallback(async () => {
setLoadingList(true)
setError(null)
try {
const params = new URLSearchParams()
params.set('limit', '30')
if (search) params.set('search', search)
if (receiptTotal) {
params.set('amount_center', String(-Math.abs(receiptTotal)))
params.set('amount_window', String(Math.max(5, Math.abs(receiptTotal) * 0.1)))
}
if (receiptDate) {
params.set('date_center', receiptDate)
params.set('date_window', '60')
}
const res = await fetch(`/api/transactions/uncategorized?${params.toString()}`)
const body = await res.json()
if (!res.ok) {
setError(body?.error ?? 'Kunde inte hämta transaktioner')
return
}
setAllTx(body?.data?.transactions ?? [])
} catch {
setError('Nätverksfel')
} finally {
setLoadingList(false)
}
}, [search, receiptTotal, receiptDate])
// Refetch whenever the "show all" pane is open and the search changes.
useEffect(() => {
if (!open || !showAll) return
loadAllTransactions()
}, [open, showAll, loadAllTransactions])
const handleConfirm = async () => {
if (!selected) return
setSaving(true)
setError(null)
try {
const res = await fetch(`/api/ai/proposals/${proposal.id}/change-match`, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({
version: proposal.version,
matched_transaction_id: selected.id,
source: selected.source,
}),
})
const body = await res.json()
if (!res.ok) {
setError(body?.error ?? 'Kunde inte uppdatera förslaget')
setSaving(false)
return
}
onChanged()
onOpenChange(false)
} catch {
setError('Nätverksfel')
} finally {
setSaving(false)
}
}
const currentMatchId = payload.matched_transaction_id
const alternativesWithContext = useMemo(
() =>
alternatives.map((alt) => ({
...alt,
tx: alternativeTx[alt.transaction_id] ?? null,
})),
[alternatives, alternativeTx]
)
return (
<Dialog open={open} onOpenChange={onOpenChange}>
<DialogContent className="max-w-2xl max-h-[85vh] overflow-hidden flex flex-col">
<DialogHeader>
<DialogTitle>Byt transaktion</DialogTitle>
<DialogDescription>
Välj en annan transaktion att koppla kvittot till. Du kan välja bland AI:ns
alternativ eller söka i alla okategoriserade transaktioner.
</DialogDescription>
</DialogHeader>
<div className="flex-1 overflow-y-auto space-y-6 py-2">
{/* AI alternatives */}
{alternatives.length > 0 && (
<section>
<h3 className="text-xs font-medium uppercase tracking-wider text-muted-foreground mb-2 flex items-center gap-2">
<Sparkles className="h-3.5 w-3.5" />
AI:ns alternativ ({alternatives.length})
</h3>
<div className="space-y-2">
{alternativesWithContext.map((alt) => (
<AlternativeRow
key={alt.transaction_id}
tx={alt.tx}
transactionId={alt.transaction_id}
confidence={alt.confidence}
reasoning={alt.reasoning}
isCurrent={alt.transaction_id === currentMatchId}
isSelected={selected?.id === alt.transaction_id}
onSelect={() =>
setSelected({ id: alt.transaction_id, source: 'user_alternative' })
}
/>
))}
</div>
</section>
)}
{/* Toggle manual picker */}
{alternatives.length > 0 && !showAll && (
<Button
variant="outline"
size="sm"
onClick={() => setShowAll(true)}
className="w-full"
>
<Search className="h-3.5 w-3.5 mr-2" />
Visa alla transaktioner
</Button>
)}
{/* Manual picker */}
{showAll && (
<section>
<h3 className="text-xs font-medium uppercase tracking-wider text-muted-foreground mb-2">
Alla okategoriserade transaktioner
</h3>
<div className="relative mb-2">
<Search className="absolute left-2.5 top-2.5 h-4 w-4 text-muted-foreground" />
<Input
placeholder="Sök beskrivning eller handlare…"
value={search}
onChange={(e) => setSearch(e.target.value)}
className="pl-8"
/>
</div>
{receiptTotal && (
<p className="text-xs text-muted-foreground mb-2">
Filtrerat på belopp runt {formatCurrency(-Math.abs(receiptTotal), 'SEK')} och datum runt{' '}
{receiptDate ? formatDate(receiptDate) : '—'}. Rensa sökrutan för att se fler.
</p>
)}
{loadingList ? (
<div className="flex items-center justify-center py-8 text-muted-foreground">
<Loader2 className="h-4 w-4 animate-spin" />
</div>
) : allTx.length === 0 ? (
<p className="text-sm text-muted-foreground text-center py-6">
Inga matchande transaktioner
</p>
) : (
<div className="space-y-1">
{allTx.map((tx) => (
<PickerRow
key={tx.id}
tx={tx}
isCurrent={tx.id === currentMatchId}
isSelected={selected?.id === tx.id}
onSelect={() => setSelected({ id: tx.id, source: 'user_manual' })}
/>
))}
</div>
)}
</section>
)}
</div>
{error && (
<p className="text-sm text-destructive">{error}</p>
)}
<DialogFooter>
<Button variant="outline" onClick={() => onOpenChange(false)} disabled={saving}>
Avbryt
</Button>
<Button onClick={handleConfirm} disabled={!selected || saving}>
{saving ? (
<>
<Loader2 className="h-4 w-4 animate-spin mr-2" />
Sparar…
</>
) : (
'Använd denna transaktion'
)}
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
)
}
function AlternativeRow({
tx,
transactionId,
confidence,
reasoning,
isCurrent,
isSelected,
onSelect,
}: {
tx: PickerTx | null
transactionId: string
confidence: number
reasoning: string
isCurrent: boolean
isSelected: boolean
onSelect: () => void
}) {
return (
<button
type="button"
onClick={onSelect}
disabled={isCurrent}
className={cn(
'w-full text-left rounded border p-3 transition-colors',
isSelected && 'border-primary bg-primary/5',
!isSelected && 'hover:bg-muted/40',
isCurrent && 'opacity-50 cursor-not-allowed'
)}
>
<div className="flex items-start justify-between gap-3 mb-1">
<div className="flex-1 min-w-0">
{tx ? (
<>
<div className="flex items-baseline justify-between gap-2">
<span className="text-sm truncate">{tx.description ?? 'Okänd'}</span>
<span className="text-sm tabular-nums font-medium">
{formatCurrency(tx.amount, tx.currency ?? 'SEK')}
</span>
</div>
<div className="text-xs text-muted-foreground">{formatDate(tx.date)}</div>
</>
) : (
<div className="text-xs text-muted-foreground font-mono">
{transactionId.slice(0, 8)}…
</div>
)}
</div>
<div className="flex items-center gap-1 flex-shrink-0">
{isCurrent && <Badge variant="outline" className="text-xs">Nuvarande</Badge>}
<Badge className="text-xs">{Math.round(confidence * 100)}%</Badge>
{isSelected && <Check className="h-4 w-4 text-primary" />}
</div>
</div>
<p className="text-xs text-muted-foreground italic">&ldquo;{reasoning}&rdquo;</p>
</button>
)
}
function PickerRow({
tx,
isCurrent,
isSelected,
onSelect,
}: {
tx: PickerTx
isCurrent: boolean
isSelected: boolean
onSelect: () => void
}) {
return (
<button
type="button"
onClick={onSelect}
disabled={isCurrent}
className={cn(
'w-full text-left rounded border p-2.5 transition-colors',
isSelected && 'border-primary bg-primary/5',
!isSelected && 'hover:bg-muted/40',
isCurrent && 'opacity-50 cursor-not-allowed'
)}
>
<div className="flex items-baseline justify-between gap-2">
<span className="text-sm truncate">{tx.description ?? 'Okänd'}</span>
<span className="text-sm tabular-nums font-medium">
{formatCurrency(tx.amount, tx.currency ?? 'SEK')}
</span>
</div>
<div className="flex items-center justify-between text-xs text-muted-foreground mt-0.5">
<span>{formatDate(tx.date)}</span>
<div className="flex items-center gap-1">
{isCurrent && <Badge variant="outline" className="text-xs">Nuvarande</Badge>}
{isSelected && <Check className="h-4 w-4 text-primary" />}
</div>
</div>
</button>
)
}
components/agent-inbox/EditBookingDialog.tsx
-155
View File
@@ -1,155 +0,0 @@
'use client'
import { useState } from 'react'
import { Dialog, DialogContent, DialogHeader, DialogTitle } from '@/components/ui/dialog'
import { Button } from '@/components/ui/button'
import { Input } from '@/components/ui/input'
import { Label } from '@/components/ui/label'
import type { AIProposal, BookingProposalLine, BookingProposalPayload } from '@/types'
interface EditBookingDialogProps {
proposal: AIProposal
onClose: () => void
onSubmit: (edits: BookingProposalPayload) => Promise<void>
}
/**
* Minimal in-place editor for a booking proposal.
*
* v1 lets the user change account numbers + amounts per line; the full
* AccountCombobox + VatTreatmentSelect UX comes in a polish pass. The
* point of this dialog is proving the edit-accept-learning-prompt path
* works end-to-end before we invest in the richer form.
*/
export default function EditBookingDialog({ proposal, onClose, onSubmit }: EditBookingDialogProps) {
const original = proposal.proposal_json as BookingProposalPayload
const [lines, setLines] = useState<BookingProposalLine[]>(original.lines)
const [description, setDescription] = useState(original.description)
const [submitting, setSubmitting] = useState(false)
const totalDebit = lines.reduce((s, l) => s + (Number(l.debit_amount) || 0), 0)
const totalCredit = lines.reduce((s, l) => s + (Number(l.credit_amount) || 0), 0)
const balanced = Math.abs(totalDebit - totalCredit) < 0.005 && totalDebit > 0
const updateLine = (index: number, patch: Partial<BookingProposalLine>) => {
setLines((prev) => prev.map((l, i) => (i === index ? { ...l, ...patch } : l)))
}
const handleSubmit = async () => {
if (!balanced) return
setSubmitting(true)
try {
await onSubmit({
...original,
lines,
description,
})
} finally {
setSubmitting(false)
}
}
return (
<Dialog open onOpenChange={(open) => !open && onClose()}>
<DialogContent className="max-w-2xl">
<DialogHeader>
<DialogTitle>Redigera bokföringsförslag</DialogTitle>
</DialogHeader>
<div className="space-y-4">
<div>
<Label htmlFor="description">Beskrivning</Label>
<Input
id="description"
value={description}
onChange={(e) => setDescription(e.target.value)}
className="mt-1"
/>
</div>
<div>
<Label>Rader</Label>
<div className="mt-1 border rounded">
<table className="w-full text-sm">
<thead className="text-xs text-muted-foreground bg-muted/40">
<tr>
<th className="text-left p-2 font-normal">Konto</th>
<th className="text-left p-2 font-normal">Beskrivning</th>
<th className="text-right p-2 font-normal">Debet</th>
<th className="text-right p-2 font-normal">Kredit</th>
</tr>
</thead>
<tbody>
{lines.map((line, i) => (
<tr key={i} className="border-t">
<td className="p-2">
<Input
value={line.account_number}
onChange={(e) => updateLine(i, { account_number: e.target.value })}
className="h-8 font-mono w-20"
maxLength={4}
/>
</td>
<td className="p-2">
<Input
value={line.description}
onChange={(e) => updateLine(i, { description: e.target.value })}
className="h-8"
/>
</td>
<td className="p-2">
<Input
type="number"
step="0.01"
value={line.debit_amount || ''}
onChange={(e) =>
updateLine(i, { debit_amount: parseFloat(e.target.value) || 0 })
}
className="h-8 text-right tabular-nums w-24 ml-auto"
/>
</td>
<td className="p-2">
<Input
type="number"
step="0.01"
value={line.credit_amount || ''}
onChange={(e) =>
updateLine(i, { credit_amount: parseFloat(e.target.value) || 0 })
}
className="h-8 text-right tabular-nums w-24 ml-auto"
/>
</td>
</tr>
))}
</tbody>
<tfoot>
<tr className="border-t text-xs">
<td colSpan={2} className="p-2 text-muted-foreground">
Summa
</td>
<td className="p-2 text-right tabular-nums">{totalDebit.toFixed(2)}</td>
<td className="p-2 text-right tabular-nums">{totalCredit.toFixed(2)}</td>
</tr>
</tfoot>
</table>
</div>
{!balanced && (
<p className="text-xs text-destructive mt-1">
Debet och kredit måste summera till samma belopp.
</p>
)}
</div>
<div className="flex justify-end gap-2">
<Button variant="ghost" onClick={onClose} disabled={submitting}>
Avbryt
</Button>
<Button onClick={handleSubmit} disabled={!balanced || submitting}>
{submitting ? 'Bokför…' : 'Godkänn med ändringar'}
</Button>
</div>
</div>
</DialogContent>
</Dialog>
)
}
components/agent-inbox/LearningPromptDialog.tsx
-43
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@@ -1,43 +0,0 @@
'use client'
import { Dialog, DialogContent, DialogHeader, DialogTitle } from '@/components/ui/dialog'
import { Button } from '@/components/ui/button'
interface LearningPromptDialogProps {
counterpartyName: string
debitAccount: string
creditAccount: string
onYes: () => void
onNo: () => void
}
export default function LearningPromptDialog({
counterpartyName,
debitAccount,
creditAccount,
onYes,
onNo,
}: LearningPromptDialogProps) {
return (
<Dialog open onOpenChange={(open) => !open && onNo()}>
<DialogContent className="max-w-md">
<DialogHeader>
<DialogTitle>Kom ihåg denna bokföring?</DialogTitle>
</DialogHeader>
<p className="text-sm">
Vill du att AI:n använder samma kontering nästa gång ett kvitto från{' '}
<strong>{counterpartyName}</strong> dyker upp?
</p>
<p className="text-xs text-muted-foreground font-mono">
Debet {debitAccount} · Kredit {creditAccount}
</p>
<div className="flex justify-end gap-2">
<Button variant="ghost" onClick={onNo}>
Bara den här gången
</Button>
<Button onClick={onYes}>Ja, kom ihåg</Button>
</div>
</DialogContent>
</Dialog>
)
}
components/agent-inbox/ProposalCard.tsx
-346
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@@ -1,346 +0,0 @@
'use client'
import { useState } from 'react'
import { Button } from '@/components/ui/button'
import { Card, CardContent } from '@/components/ui/card'
import { Badge } from '@/components/ui/badge'
import { Checkbox } from '@/components/ui/checkbox'
import { Receipt as ReceiptIcon, Landmark } from 'lucide-react'
import { formatCurrency, formatDate, cn } from '@/lib/utils'
import type { AgentInboxItemView } from '@/app/(dashboard)/agent-inbox/page'
import type { BookingProposalPayload, MatchProposalPayload } from '@/types'
import ReceiptDetailDialog from './ReceiptDetailDialog'
import TransactionDetailDialog from './TransactionDetailDialog'
import { assessReceiptQuality } from './receipt-quality'
interface ProposalCardProps {
item: AgentInboxItemView
isSelected: boolean
isBusy: boolean
onToggleSelect: () => void
onAccept: () => void
onReject: () => void
onEdit: () => void
onChangeMatch?: () => void
}
function confidenceLabel(c: number | null): string {
if (c === null) return 'Ingen säkerhet'
const pct = Math.round(c * 100)
return `${pct}% säkerhet`
}
function confidenceColor(c: number | null): string {
if (c === null) return 'bg-muted'
if (c >= 0.9) return 'bg-success/15 text-success-foreground'
if (c >= 0.6) return 'bg-warning/15 text-warning-foreground'
return 'bg-destructive/15 text-destructive-foreground'
}
export default function ProposalCard({
item,
isSelected,
isBusy,
onToggleSelect,
onAccept,
onReject,
onEdit,
onChangeMatch,
}: ProposalCardProps) {
const proposal = item.proposal!
const inbox = item.inbox_item
const tx = item.transaction
const isMatch = proposal.step_type === 'match'
const isUserEdited = Boolean(proposal.edit_diff)
// BFL compliance: can't book without a source document. Block match-accept
// when no receipt file is attached — the server-side validator enforces this
// too, but disabling the button client-side avoids a round-trip error.
const receiptMissing = isMatch && !inbox.document_id
const matchPayload = isMatch ? (proposal.proposal_json as MatchProposalPayload) : null
const bookingPayload = !isMatch ? (proposal.proposal_json as BookingProposalPayload) : null
return (
<Card className="transition-colors">
<CardContent className="p-4">
<div className="flex items-start gap-3">
<div className="pt-1">
<Checkbox checked={isSelected} onCheckedChange={onToggleSelect} aria-label="Markera" />
</div>
<div className="flex-1 min-w-0">
<div className="flex items-center gap-2 mb-2 flex-wrap">
<Badge variant="outline">{isMatch ? 'Match' : 'Bokföring'}</Badge>
<Badge className={confidenceColor(proposal.confidence)}>
{confidenceLabel(proposal.confidence)}
</Badge>
{isUserEdited && (
<Badge variant="outline" className="text-xs border-success/40 text-success-foreground">
Ändrad av användare
</Badge>
)}
{inbox.document && (
<span className="text-xs text-muted-foreground truncate">
{inbox.document.file_name}
</span>
)}
</div>
{isMatch && matchPayload && (
<MatchProposalBody
payload={matchPayload}
reasoning={proposal.reasoning}
transaction={tx}
inbox={inbox}
/>
)}
{!isMatch && bookingPayload && (
<BookingProposalBody payload={bookingPayload} reasoning={proposal.reasoning} />
)}
{receiptMissing && (
<p className="text-xs text-muted-foreground mt-3 flex items-center gap-1.5">
<span className="inline-block w-1 h-1 rounded-full bg-warning" />
Kvittobild saknas — ladda upp i kvittodialogen innan du kan godkänna.
</p>
)}
<div className="flex gap-2 mt-4 flex-wrap">
<Button
size="sm"
onClick={onAccept}
disabled={isBusy || receiptMissing}
title={receiptMissing ? 'Kvittobild krävs för att bokföra' : undefined}
>
{isBusy ? '…' : 'Godkänn'}
</Button>
{isMatch && onChangeMatch && (
<Button size="sm" variant="outline" onClick={onChangeMatch} disabled={isBusy}>
Byt transaktion
</Button>
)}
{!isMatch && (
<Button size="sm" variant="outline" onClick={onEdit} disabled={isBusy}>
Redigera
</Button>
)}
<Button size="sm" variant="ghost" onClick={onReject} disabled={isBusy}>
Avvisa
</Button>
</div>
</div>
</div>
</CardContent>
</Card>
)
}
function MatchProposalBody({
payload,
reasoning,
transaction,
inbox,
}: {
payload: MatchProposalPayload
reasoning: string | null
transaction: AgentInboxItemView['transaction']
inbox: AgentInboxItemView['inbox_item']
}) {
const proposedTx = transaction && transaction.id === payload.matched_transaction_id ? transaction : null
return (
<div>
<div className="grid grid-cols-1 md:grid-cols-2 gap-2">
<ReceiptBox inbox={inbox} />
{proposedTx ? (
<TransactionBox tx={proposedTx} />
) : (
<div className="rounded border bg-muted/40 p-3 text-sm text-muted-foreground">
Föreslagen transaktion: {payload.matched_transaction_id}
</div>
)}
</div>
<ReasoningDisclosure reasoning={reasoning} alternatives={payload.alternatives} />
</div>
)
}
function ReasoningDisclosure({
reasoning,
alternatives,
}: {
reasoning: string | null
alternatives?: MatchProposalPayload['alternatives']
}) {
const [open, setOpen] = useState(false)
const hasReasoning = Boolean(reasoning)
const hasAlternatives = alternatives && alternatives.length > 0
if (!hasReasoning && !hasAlternatives) return null
return (
<div className="mt-3">
<button
type="button"
onClick={() => setOpen((v) => !v)}
className="text-xs text-muted-foreground hover:text-foreground underline underline-offset-2"
>
{open ? 'Dölj AI:ns resonemang' : 'Visa AI:ns resonemang'}
{hasAlternatives && ` (${alternatives!.length} alternativ)`}
</button>
{open && (
<div className="mt-2 space-y-2">
{reasoning && (
<p className="text-xs text-muted-foreground italic">&ldquo;{reasoning}&rdquo;</p>
)}
{hasAlternatives && (
<ul className="space-y-1 text-xs">
{alternatives!.map((alt) => (
<li key={alt.transaction_id} className="text-muted-foreground">
<span className="tabular-nums">{Math.round(alt.confidence * 100)}%</span> — {alt.reasoning}
</li>
))}
</ul>
)}
</div>
)}
</div>
)
}
function ReceiptBox({
inbox,
}: {
inbox: AgentInboxItemView['inbox_item']
}) {
const [open, setOpen] = useState(false)
const data = (inbox.extracted_data as {
merchant?: { name?: string | null }
receipt?: { date?: string | null; currency?: string | null }
totals?: { total?: number | null }
} | null) ?? {}
const merchant = data.merchant?.name ?? inbox.document?.file_name ?? 'Okänt kvitto'
const total = data.totals?.total ?? null
const currency = data.receipt?.currency ?? 'SEK'
const date = data.receipt?.date ?? null
const quality = assessReceiptQuality(inbox)
const hasFile = Boolean(inbox.document_id)
const needsAttention = !hasFile || !quality.ok
return (
<>
<button
type="button"
onClick={() => setOpen(true)}
className={cn(
'w-full text-left rounded border bg-muted/40 p-3 text-sm transition-colors hover:bg-muted/60 hover:border-primary/40',
needsAttention && 'border-warning/50 bg-warning/5 hover:bg-warning/10'
)}
>
<div className="flex items-baseline justify-between gap-3">
<span className="truncate">{merchant}</span>
{total != null && (
<span className="tabular-nums font-medium">
{formatCurrency(total, currency)}
</span>
)}
</div>
<div className="flex items-center gap-1.5 mt-1 text-xs text-muted-foreground">
<ReceiptIcon className="h-3 w-3" />
<span>Kvitto · {date ? formatDate(date) : 'Okänt datum'}</span>
</div>
{!hasFile && (
<p className="mt-2 text-xs text-warning-foreground">
Ingen kvittobild — klicka för att ladda upp
</p>
)}
{hasFile && !quality.ok && (
<p className="mt-2 text-xs text-warning-foreground">
{quality.message}
</p>
)}
</button>
<ReceiptDetailDialog open={open} onOpenChange={setOpen} inbox={inbox} />
</>
)
}
function TransactionBox({
tx,
}: {
tx: NonNullable<AgentInboxItemView['transaction']>
}) {
const [open, setOpen] = useState(false)
return (
<>
<button
type="button"
onClick={() => setOpen(true)}
className="w-full text-left rounded border bg-muted/40 p-3 text-sm transition-colors hover:bg-muted/60 hover:border-primary/40"
>
<div className="flex items-baseline justify-between gap-3">
<span className="truncate">{tx.description || 'Okänd'}</span>
<span className="tabular-nums font-medium">
{formatCurrency(tx.amount, tx.currency)}
</span>
</div>
<div className="flex items-center gap-1.5 mt-1 text-xs text-muted-foreground">
<Landmark className="h-3 w-3" />
<span>Banktransaktion · {formatDate(tx.date)}</span>
</div>
</button>
<TransactionDetailDialog open={open} onOpenChange={setOpen} tx={tx} />
</>
)
}
function BookingProposalBody({
payload,
reasoning,
}: {
payload: BookingProposalPayload
reasoning: string | null
}) {
const totalDebit = payload.lines.reduce((s, l) => s + l.debit_amount, 0)
return (
<div>
<div className="rounded border bg-muted/40 p-3 text-sm">
<table className="w-full text-xs">
<thead>
<tr className="text-muted-foreground">
<th className="text-left font-normal pb-1">Konto</th>
<th className="text-right font-normal pb-1">Debet</th>
<th className="text-right font-normal pb-1">Kredit</th>
</tr>
</thead>
<tbody>
{payload.lines.map((line, i) => (
<tr key={i} className="border-t border-border/40">
<td className="py-1">
<span className="font-mono">{line.account_number}</span>{' '}
<span className="text-muted-foreground">{line.description}</span>
</td>
<td className="py-1 text-right tabular-nums">
{line.debit_amount > 0 ? line.debit_amount.toFixed(2) : ''}
</td>
<td className="py-1 text-right tabular-nums">
{line.credit_amount > 0 ? line.credit_amount.toFixed(2) : ''}
</td>
</tr>
))}
</tbody>
<tfoot className="text-xs text-muted-foreground">
<tr className="border-t">
<td className="pt-1">
{payload.vat_treatment && <span>Moms: {payload.vat_treatment}</span>}
{payload.default_private && <span className="ml-2">Privat uttag</span>}
</td>
<td className="pt-1 text-right tabular-nums">{totalDebit.toFixed(2)}</td>
<td className="pt-1 text-right tabular-nums">{totalDebit.toFixed(2)}</td>
</tr>
</tfoot>
</table>
</div>
<ReasoningDisclosure reasoning={reasoning} />
</div>
)
}
components/agent-inbox/ReceiptDetailDialog.tsx
-408
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@@ -1,408 +0,0 @@
'use client'
import { useEffect, useRef, useState } from 'react'
import { useRouter } from 'next/navigation'
import {
Dialog,
DialogContent,
DialogDescription,
DialogHeader,
DialogTitle,
} from '@/components/ui/dialog'
import { Badge } from '@/components/ui/badge'
import { Button } from '@/components/ui/button'
import { useToast } from '@/components/ui/use-toast'
import { Loader2, ExternalLink, FileText, Upload, ImagePlus, MailPlus } from 'lucide-react'
import { formatCurrency, formatDate } from '@/lib/utils'
import type { AgentInboxItemView } from '@/app/(dashboard)/agent-inbox/page'
import { assessReceiptQuality } from './receipt-quality'
// Mirrors ReceiptExtractionResult, kept local + forgiving since legacy rows
// may be sparse.
interface ExtractedReceipt {
merchant?: {
name?: string | null
orgNumber?: string | null
vatNumber?: string | null
isForeign?: boolean
} | null
receipt?: {
date?: string | null
time?: string | null
currency?: string | null
} | null
totals?: {
subtotal?: number | null
vatAmount?: number | null
total?: number | null
} | null
lineItems?: Array<{
description?: string
quantity?: number
unitPrice?: number | null
lineTotal?: number
vatRate?: number | null
}> | null
flags?: {
isRestaurant?: boolean
isSystembolaget?: boolean
isForeignMerchant?: boolean
} | null
}
interface Props {
open: boolean
onOpenChange: (open: boolean) => void
inbox: AgentInboxItemView['inbox_item']
}
export default function ReceiptDetailDialog({ open, onOpenChange, inbox }: Props) {
const data = (inbox.extracted_data as ExtractedReceipt | null) ?? {}
const merchant = data.merchant?.name ?? inbox.document?.file_name ?? 'Okänt kvitto'
const currency = data.receipt?.currency ?? 'SEK'
const lineItems = data.lineItems ?? []
const flags = data.flags ?? {}
// Lazily fetch a signed download URL so we can preview the file.
const [downloadUrl, setDownloadUrl] = useState<string | null>(null)
const [loadingUrl, setLoadingUrl] = useState(false)
const [uploading, setUploading] = useState(false)
const [uploadError, setUploadError] = useState<string | null>(null)
const [requesting, setRequesting] = useState(false)
const fileInputRef = useRef<HTMLInputElement | null>(null)
const router = useRouter()
const { toast } = useToast()
const quality = assessReceiptQuality(inbox)
useEffect(() => {
if (!open || !inbox.document?.id || downloadUrl) return
setLoadingUrl(true)
fetch(`/api/documents/${inbox.document.id}`)
.then((r) => r.json())
.then((body) => {
if (body?.data?.download_url) setDownloadUrl(body.data.download_url)
})
.catch(() => { /* fall back to no preview */ })
.finally(() => setLoadingUrl(false))
}, [open, inbox.document?.id, downloadUrl])
const mime = inbox.document?.mime_type ?? null
const isImage = mime?.startsWith('image/') ?? false
const isPdf = mime === 'application/pdf'
const handleFilePicked = async (file: File) => {
setUploading(true)
setUploadError(null)
try {
const body = new FormData()
body.append('file', file)
const res = await fetch(`/api/ai/inbox-items/${inbox.id}/attach-file`, {
method: 'POST',
body,
})
const json = await res.json()
if (!res.ok) {
setUploadError(json?.error ?? 'Kunde inte ladda upp filen.')
setUploading(false)
return
}
toast({ title: 'Kvittobild uppladdad' })
// Force the server component to re-run so the new inbox.document
// propagates into the card + modal.
router.refresh()
onOpenChange(false)
} catch {
setUploadError('Nätverksfel.')
} finally {
setUploading(false)
}
}
const handleRequestReceipt = async () => {
setRequesting(true)
try {
const res = await fetch(`/api/ai/inbox-items/${inbox.id}/request-receipt`, {
method: 'POST',
})
const body = await res.json()
if (!res.ok) {
toast({
title: 'Kunde inte skicka begäran',
description: body?.error ?? 'Försök igen.',
variant: 'destructive',
})
setRequesting(false)
return
}
toast({
title: 'Begäran skickad',
description: `Mejl skickat till ${body.data.sent} av ${body.data.total} medlemmar.`,
})
} catch {
toast({
title: 'Nätverksfel',
variant: 'destructive',
})
} finally {
setRequesting(false)
}
}
return (
<Dialog open={open} onOpenChange={onOpenChange}>
<DialogContent className="max-w-3xl max-h-[90vh] overflow-hidden flex flex-col">
<DialogHeader>
<DialogTitle className="flex items-center gap-2">
{merchant}
</DialogTitle>
<DialogDescription>
{data.receipt?.date ? formatDate(data.receipt.date) : 'Okänt datum'}
{data.receipt?.time && ` · ${data.receipt.time}`}
{data.totals?.total != null && (
<span> · {formatCurrency(data.totals.total, currency)}</span>
)}
</DialogDescription>
</DialogHeader>
<div className="flex-1 overflow-y-auto grid grid-cols-1 md:grid-cols-2 gap-6">
{/* File preview */}
<section className="min-h-[280px] bg-muted/40 rounded border flex items-center justify-center overflow-hidden">
{!inbox.document ? (
<div className="flex flex-col items-center gap-3 p-6 text-center">
<div className="p-3 rounded-full bg-muted">
<ImagePlus className="h-6 w-6 text-muted-foreground" />
</div>
<div>
<h3 className="text-sm font-medium">Ingen kvittobild</h3>
<p className="text-xs text-muted-foreground mt-1 max-w-[240px]">
Utan bildbevis kan bokföringen inte verifieras. Ladda upp kvittot (PDF, JPG, PNG, WebP — max 15 MB).
</p>
</div>
<input
ref={fileInputRef}
type="file"
accept=".pdf,.jpg,.jpeg,.png,.webp"
className="hidden"
onChange={(e) => {
const f = e.target.files?.[0]
if (f) handleFilePicked(f)
e.target.value = ''
}}
/>
<div className="flex flex-col gap-2 w-full max-w-[240px]">
<Button
size="sm"
onClick={() => fileInputRef.current?.click()}
disabled={uploading || requesting}
>
{uploading ? (
<>
<Loader2 className="h-3.5 w-3.5 mr-2 animate-spin" />
Laddar upp…
</>
) : (
<>
<Upload className="h-3.5 w-3.5 mr-2" />
Ladda upp kvittobild
</>
)}
</Button>
<Button
size="sm"
variant="outline"
onClick={handleRequestReceipt}
disabled={uploading || requesting}
>
{requesting ? (
<>
<Loader2 className="h-3.5 w-3.5 mr-2 animate-spin" />
Skickar…
</>
) : (
<>
<MailPlus className="h-3.5 w-3.5 mr-2" />
Begär kvitto från teamet
</>
)}
</Button>
</div>
{uploadError && (
<p className="text-xs text-destructive">{uploadError}</p>
)}
</div>
) : loadingUrl ? (
<Loader2 className="h-5 w-5 animate-spin text-muted-foreground" />
) : !downloadUrl ? (
<div className="text-sm text-muted-foreground text-center p-6">
Kunde inte ladda filen
</div>
) : isImage ? (
// eslint-disable-next-line @next/next/no-img-element
<img
src={downloadUrl}
alt={inbox.document.file_name}
className="max-w-full max-h-[60vh] object-contain"
/>
) : isPdf ? (
<iframe
src={downloadUrl}
title={inbox.document.file_name}
className="w-full h-[60vh]"
/>
) : (
<div className="flex flex-col items-center gap-2 p-6">
<FileText className="h-10 w-10 text-muted-foreground" />
<span className="text-sm">{inbox.document.file_name}</span>
<Button size="sm" variant="outline" asChild>
<a href={downloadUrl} target="_blank" rel="noreferrer">
<ExternalLink className="h-3.5 w-3.5 mr-2" />
Öppna fil
</a>
</Button>
</div>
)}
</section>
{/* Extracted data */}
<section className="space-y-4 text-sm">
{/* Quality warning — shown when a file exists but the data is weak */}
{inbox.document && !quality.ok && (
<div className="rounded border border-warning/50 bg-warning/5 p-3">
<p className="text-sm font-medium mb-1">Kvittot verkar otydligt</p>
<p className="text-xs text-muted-foreground mb-2">
{quality.message} Be teamet skicka en tydligare bild för att kunna bokföra säkert.
</p>
<Button
size="sm"
variant="outline"
onClick={handleRequestReceipt}
disabled={requesting}
>
{requesting ? (
<>
<Loader2 className="h-3.5 w-3.5 mr-2 animate-spin" />
Skickar…
</>
) : (
<>
<MailPlus className="h-3.5 w-3.5 mr-2" />
Begär nytt kvitto
</>
)}
</Button>
</div>
)}
{/* Merchant */}
<div>
<h3 className="text-xs font-medium uppercase tracking-wider text-muted-foreground mb-1.5">
Handlare
</h3>
<dl className="grid grid-cols-[max-content_1fr] gap-x-3 gap-y-1 text-sm">
<dt className="text-muted-foreground">Namn</dt>
<dd>{data.merchant?.name ?? '—'}</dd>
{data.merchant?.orgNumber && (
<>
<dt className="text-muted-foreground">Org.nr</dt>
<dd className="font-mono">{data.merchant.orgNumber}</dd>
</>
)}
{data.merchant?.vatNumber && (
<>
<dt className="text-muted-foreground">VAT-nr</dt>
<dd className="font-mono">{data.merchant.vatNumber}</dd>
</>
)}
{(flags.isRestaurant || flags.isSystembolaget || flags.isForeignMerchant) && (
<>
<dt className="text-muted-foreground">Flagga</dt>
<dd className="flex flex-wrap gap-1">
{flags.isRestaurant && <Badge variant="outline" className="text-xs">Restaurang</Badge>}
{flags.isSystembolaget && <Badge variant="outline" className="text-xs">Systembolaget</Badge>}
{flags.isForeignMerchant && <Badge variant="outline" className="text-xs">Utländsk handlare</Badge>}
</dd>
</>
)}
</dl>
</div>
{/* Totals */}
{(data.totals?.subtotal != null || data.totals?.total != null) && (
<div>
<h3 className="text-xs font-medium uppercase tracking-wider text-muted-foreground mb-1.5">
Belopp
</h3>
<dl className="grid grid-cols-[max-content_1fr] gap-x-3 gap-y-1 text-sm">
{data.totals?.subtotal != null && (
<>
<dt className="text-muted-foreground">Netto</dt>
<dd className="tabular-nums">{formatCurrency(data.totals.subtotal, currency)}</dd>
</>
)}
{data.totals?.vatAmount != null && data.totals.vatAmount > 0 && (
<>
<dt className="text-muted-foreground">Moms</dt>
<dd className="tabular-nums">{formatCurrency(data.totals.vatAmount, currency)}</dd>
</>
)}
{data.totals?.total != null && (
<>
<dt className="text-muted-foreground">Totalt</dt>
<dd className="tabular-nums font-medium">{formatCurrency(data.totals.total, currency)}</dd>
</>
)}
</dl>
</div>
)}
{/* Line items */}
{lineItems.length > 0 && (
<div>
<h3 className="text-xs font-medium uppercase tracking-wider text-muted-foreground mb-1.5">
Rader ({lineItems.length})
</h3>
<table className="w-full text-xs">
<thead>
<tr className="text-muted-foreground">
<th className="text-left font-normal pb-1">Beskrivning</th>
<th className="text-right font-normal pb-1">Antal</th>
<th className="text-right font-normal pb-1">Moms</th>
<th className="text-right font-normal pb-1">Summa</th>
</tr>
</thead>
<tbody>
{lineItems.map((li, i) => (
<tr key={i} className="border-t border-border/40">
<td className="py-1">{li.description ?? 'Rad'}</td>
<td className="py-1 text-right tabular-nums">
{li.quantity ?? '—'}
</td>
<td className="py-1 text-right tabular-nums text-muted-foreground">
{li.vatRate != null ? `${li.vatRate}%` : '—'}
</td>
<td className="py-1 text-right tabular-nums">
{li.lineTotal != null ? formatCurrency(li.lineTotal, currency) : '—'}
</td>
</tr>
))}
</tbody>
</table>
</div>
)}
{/* Meta */}
<div className="pt-2 border-t text-xs text-muted-foreground space-y-0.5">
<div>Källa: {inbox.source}{inbox.email_from ? ` (${inbox.email_from})` : ''}</div>
{inbox.confidence != null && (
<div>Extraktionskonfidens: {Math.round(Number(inbox.confidence) * 100)}%</div>
)}
{inbox.document?.file_name && (
<div>Fil: {inbox.document.file_name}</div>
)}
</div>
</section>
</div>
</DialogContent>
</Dialog>
)
}
components/agent-inbox/RequestCard.tsx
-93
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@@ -1,93 +0,0 @@
'use client'
import { useState } from 'react'
import { Button } from '@/components/ui/button'
import { Card, CardContent } from '@/components/ui/card'
import { Badge } from '@/components/ui/badge'
import { useToast } from '@/components/ui/use-toast'
import { AlertCircle } from 'lucide-react'
import Link from 'next/link'
import type { AgentInboxItemView } from '@/app/(dashboard)/agent-inbox/page'
import type { AIRequestType } from '@/types'
interface RequestCardProps {
item: AgentInboxItemView
onDismiss: () => void
}
const REQUEST_LABEL: Record<AIRequestType, string> = {
reupload_document: 'Oläslig bild',
pick_transaction: 'Saknar matchning',
specify_vat: 'Momssats',
clarify_business_private: 'Privat eller business?',
needs_manual: 'Hantera manuellt',
}
export default function RequestCard({ item, onDismiss }: RequestCardProps) {
const req = item.request!
const { toast } = useToast()
const [busy, setBusy] = useState(false)
const handleResolve = async () => {
setBusy(true)
try {
const res = await fetch(`/api/ai/requests/${req.id}/resolve`, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({}),
})
if (!res.ok) {
const body = await res.json()
toast({ title: 'Fel', description: body.error, variant: 'destructive' })
return
}
toast({ title: 'Markerad som hanterad' })
onDismiss()
} finally {
setBusy(false)
}
}
// Guidance varies by request type.
let action: React.ReactNode = null
if (req.request_type === 'reupload_document') {
action = (
<Button size="sm" variant="outline" asChild>
<Link href="/e/general/invoice-inbox">Ladda upp ny bild</Link>
</Button>
)
} else if (req.request_type === 'pick_transaction' || req.request_type === 'needs_manual') {
action = (
<Button size="sm" variant="outline" asChild>
<Link href="/transactions">Gå till transaktioner</Link>
</Button>
)
}
return (
<Card className="border-warning/50">
<CardContent className="p-4">
<div className="flex items-start gap-3">
<AlertCircle className="h-5 w-5 text-warning mt-0.5 shrink-0" />
<div className="flex-1 min-w-0">
<div className="flex items-center gap-2 mb-1">
<Badge variant="outline">{REQUEST_LABEL[req.request_type]}</Badge>
{item.inbox_item.document && (
<span className="text-xs text-muted-foreground truncate">
{item.inbox_item.document.file_name}
</span>
)}
</div>
<p className="text-sm">{req.message}</p>
<div className="flex gap-2 mt-3 flex-wrap">
{action}
<Button size="sm" variant="ghost" onClick={handleResolve} disabled={busy}>
Markera som hanterad
</Button>
</div>
</div>
</div>
</CardContent>
</Card>
)
}
components/agent-inbox/TransactionDetailDialog.tsx
-122
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@@ -1,122 +0,0 @@
'use client'
import Link from 'next/link'
import {
Dialog,
DialogContent,
DialogDescription,
DialogHeader,
DialogTitle,
} from '@/components/ui/dialog'
import { Button } from '@/components/ui/button'
import { ExternalLink } from 'lucide-react'
import { formatCurrency, formatDate } from '@/lib/utils'
import type { AgentInboxItemView } from '@/app/(dashboard)/agent-inbox/page'
interface Props {
open: boolean
onOpenChange: (open: boolean) => void
tx: NonNullable<AgentInboxItemView['transaction']>
}
export default function TransactionDetailDialog({ open, onOpenChange, tx }: Props) {
return (
<Dialog open={open} onOpenChange={onOpenChange}>
<DialogContent className="max-w-lg">
<DialogHeader>
<DialogTitle className="flex items-baseline justify-between gap-3">
<span className="truncate">{tx.description || 'Okänd transaktion'}</span>
<span className="tabular-nums text-base font-medium flex-shrink-0">
{formatCurrency(tx.amount, tx.currency)}
</span>
</DialogTitle>
<DialogDescription>
{formatDate(tx.date)} · Banktransaktion
</DialogDescription>
</DialogHeader>
<div className="space-y-4 text-sm">
<dl className="grid grid-cols-[max-content_1fr] gap-x-4 gap-y-1.5">
{tx.merchant_name && tx.merchant_name !== tx.description && (
<>
<dt className="text-muted-foreground">Handlare</dt>
<dd>{tx.merchant_name}</dd>
</>
)}
<dt className="text-muted-foreground">Kategori</dt>
<dd>{tx.category ?? '—'}</dd>
<dt className="text-muted-foreground">Affärs/privat</dt>
<dd>
{tx.is_business === true
? 'Affärs'
: tx.is_business === false
? 'Privat'
: 'Okänt'}
</dd>
{tx.currency && tx.currency !== 'SEK' && (
<>
<dt className="text-muted-foreground">Valuta</dt>
<dd>
{tx.currency}
{tx.amount_sek != null && (
<span className="text-muted-foreground">
{' '}
({formatCurrency(tx.amount_sek, 'SEK')})
</span>
)}
</dd>
{tx.exchange_rate != null && (
<>
<dt className="text-muted-foreground">Växelkurs</dt>
<dd className="tabular-nums">{tx.exchange_rate}</dd>
</>
)}
{tx.exchange_rate_date && (
<>
<dt className="text-muted-foreground">Kursdatum</dt>
<dd>{formatDate(tx.exchange_rate_date)}</dd>
</>
)}
</>
)}
{tx.mcc_code != null && (
<>
<dt className="text-muted-foreground">MCC-kod</dt>
<dd className="font-mono">{tx.mcc_code}</dd>
</>
)}
{tx.external_id && (
<>
<dt className="text-muted-foreground">Externt ID</dt>
<dd className="font-mono text-xs text-muted-foreground break-all">
{tx.external_id}
</dd>
</>
)}
{tx.bank_connection_id && (
<>
<dt className="text-muted-foreground">Bankanslutning</dt>
<dd className="font-mono text-xs text-muted-foreground">
{tx.bank_connection_id.slice(0, 8)}…
</dd>
</>
)}
<dt className="text-muted-foreground">Transaktions-ID</dt>
<dd className="font-mono text-xs text-muted-foreground break-all">
{tx.id}
</dd>
</dl>
<div className="pt-3 border-t">
<Button variant="outline" size="sm" asChild>
<Link href={`/transactions?highlight=${tx.id}`}>
<ExternalLink className="h-3.5 w-3.5 mr-2" />
Öppna i transaktionslistan
</Link>
</Button>
</div>
</div>
</DialogContent>
</Dialog>
)
}
components/agent-inbox/receipt-quality.ts
-55
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@@ -1,55 +0,0 @@
import type { AgentInboxItemView } from '@/app/(dashboard)/agent-inbox/page'
export type ReceiptQualityIssue =
| 'missing_merchant'
| 'missing_total'
| 'missing_date'
| 'low_confidence'
export interface ReceiptQualityAssessment {
ok: boolean
issues: ReceiptQualityIssue[]
message: string | null
}
const ISSUE_LABELS: Record<ReceiptQualityIssue, string> = {
missing_merchant: 'handlare saknas',
missing_total: 'belopp saknas',
missing_date: 'datum saknas',
low_confidence: 'låg extraktionssäkerhet',
}
// Heuristic quality check on a classified receipt. Until the classification
// prompt returns an explicit quality_score, we infer it from which critical
// fields came back and the LLM's self-reported confidence (stored on
// invoice_inbox_items.confidence after classification). 0.6 is the cutoff
// where accepted vs. edited rates diverge noticeably in practice.
export function assessReceiptQuality(
inbox: AgentInboxItemView['inbox_item']
): ReceiptQualityAssessment {
const data = inbox.extracted_data as {
merchant?: { name?: string | null } | null
receipt?: { date?: string | null } | null
totals?: { total?: number | null } | null
} | null
const issues: ReceiptQualityIssue[] = []
if (!data?.merchant?.name) issues.push('missing_merchant')
if (data?.totals?.total == null) issues.push('missing_total')
if (!data?.receipt?.date) issues.push('missing_date')
const confidence = inbox.confidence == null ? null : Number(inbox.confidence)
if (confidence != null && confidence < 0.6) issues.push('low_confidence')
if (issues.length === 0) {
return { ok: true, issues, message: null }
}
const labels = issues.map((i) => ISSUE_LABELS[i])
return {
ok: false,
issues,
message: `Kvittot verkar otydligt — ${labels.join(', ')}.`,
}
}
components/dashboard/DashboardContent.tsx
-23
View File
@@ -12,7 +12,6 @@ import {
ArrowLeftRight, ArrowLeftRight,
ChevronDown, ChevronDown,
ChevronRight, ChevronRight,
Camera,
Users, Users,
Landmark, Landmark,
CheckCircle2, CheckCircle2,
@@ -163,28 +162,6 @@ export default function DashboardContent({ firstName, companyId, settings, summa
) )
} }
if (process.env.NODE_ENV === 'development' && summary.receiptQueue && (summary.receiptQueue.pending_review_count > 0 || summary.receiptQueue.unmatched_receipts_count > 0)) {
alertItems.push(
<Link key="receipts" href="/receipts" className="group">
<Card className="h-full border-primary/30 hover:bg-primary/[0.03] transition-colors">
<CardContent className="p-4">
<div className="flex items-center gap-3">
<Camera className="h-4 w-4 text-primary flex-shrink-0" />
<div>
<p className="font-medium text-sm">Kvitton</p>
<p className="text-xs text-muted-foreground mt-0.5">
{summary.receiptQueue.pending_review_count > 0
? `${summary.receiptQueue.pending_review_count} att granska`
: `${summary.receiptQueue.unmatched_receipts_count} omatchade`}
</p>
</div>
</div>
</CardContent>
</Card>
</Link>
)
}
if (summary.missingUnderlagCount > 0) { if (summary.missingUnderlagCount > 0) {
alertItems.push( alertItems.push(
<Link key="missing-underlag" href="/bookkeeping?missingUnderlag=true" className="group"> <Link key="missing-underlag" href="/bookkeeping?missingUnderlag=true" className="group">
components/dashboard/DashboardNav.tsx
-4
View File
@@ -27,11 +27,9 @@ import {
TrendingUp, TrendingUp,
ClipboardCheck, ClipboardCheck,
HandCoins, HandCoins,
Sparkles,
} from 'lucide-react' } from 'lucide-react'
import { getBranding } from '@/lib/branding/service' import { getBranding } from '@/lib/branding/service'
import { ENABLED_EXTENSION_IDS } from '@/lib/extensions/_generated/enabled-extensions' import { ENABLED_EXTENSION_IDS } from '@/lib/extensions/_generated/enabled-extensions'
import { isAgentInboxEnabled } from '@/lib/ai/feature-flag'
import { resolveIcon } from '@/lib/extensions/icon-resolver' import { resolveIcon } from '@/lib/extensions/icon-resolver'
import { SupportLink } from '@/components/ui/support-link' import { SupportLink } from '@/components/ui/support-link'
import CompanySwitcher from '@/components/dashboard/CompanySwitcher' import CompanySwitcher from '@/components/dashboard/CompanySwitcher'
@@ -79,8 +77,6 @@ const navItems: NavItem[] = [
{ href: '/supplier-invoices', label: 'Leverantörsfakturor', icon: FileInput, group: 'inköp', hidden: true }, { href: '/supplier-invoices', label: 'Leverantörsfakturor', icon: FileInput, group: 'inköp', hidden: true },
// General accounting // General accounting
{ href: '/pending', label: 'Granskning', icon: ClipboardCheck, group: 'redovisning' }, { href: '/pending', label: 'Granskning', icon: ClipboardCheck, group: 'redovisning' },
{ href: '/receipts', label: 'Kvitton', icon: Receipt, group: 'redovisning', hidden: !ENABLED_EXTENSION_IDS.has('invoice-inbox') || process.env.NODE_ENV !== 'development', devBadge: true },
{ href: '/agent-inbox', label: 'Agent-inkorg', icon: Sparkles, group: 'redovisning', hidden: !ENABLED_EXTENSION_IDS.has('ai-agent') || !isAgentInboxEnabled(), devBadge: true },
{ href: '/transactions', label: 'Transaktioner', icon: ArrowLeftRight, group: 'redovisning' }, { href: '/transactions', label: 'Transaktioner', icon: ArrowLeftRight, group: 'redovisning' },
{ href: '/bookkeeping', label: 'Bokföring', icon: BookOpen, group: 'redovisning' }, { href: '/bookkeeping', label: 'Bokföring', icon: BookOpen, group: 'redovisning' },
{ href: '/reports', label: 'Rapporter', icon: BarChart3, group: 'redovisning' }, { href: '/reports', label: 'Rapporter', icon: BarChart3, group: 'redovisning' },
components/extensions/ExtensionWorkspaceLoader.tsx
+9 -1
View File
@@ -5,6 +5,10 @@ import { getWorkspaceComponent } from '@/lib/extensions/workspace-registry'
import ExtensionWorkspaceShell from './ExtensionWorkspaceShell' import ExtensionWorkspaceShell from './ExtensionWorkspaceShell'
import EmptyExtensionState from './shared/EmptyExtensionState' import EmptyExtensionState from './shared/EmptyExtensionState'
// Full-screen workspaces render their own chrome (top bar, title) and opt
// out of the shared ExtensionWorkspaceShell header.
const FULLSCREEN_WORKSPACES = new Set(['general/invoice-inbox'])
export default function ExtensionWorkspaceLoader({ export default function ExtensionWorkspaceLoader({
sector, sector,
slug, slug,
@@ -16,8 +20,12 @@ export default function ExtensionWorkspaceLoader({
definition: ExtensionDefinition definition: ExtensionDefinition
userId: string userId: string
}) { }) {
const WorkspaceComponent = getWorkspaceComponent(sector, slug) const WorkspaceComponent = getWorkspaceComponent(sector, slug)
const isFullScreen = FULLSCREEN_WORKSPACES.has(`${sector}/${slug}`)
if (isFullScreen && WorkspaceComponent) {
return <WorkspaceComponent userId={userId} />
}
return ( return (
<ExtensionWorkspaceShell definition={definition}> <ExtensionWorkspaceShell definition={definition}>
components/extensions/general/AiCategorizationWorkspace.tsx
+2 -2
View File
@@ -7,8 +7,8 @@ import { Wand } from 'lucide-react'
export default function AiCategorizationWorkspace({ userId }: WorkspaceComponentProps) { export default function AiCategorizationWorkspace({ userId }: WorkspaceComponentProps) {
return ( return (
<EmptyExtensionState <EmptyExtensionState
title="AI-kategorisering" title="Transaktionskategorisering"
description="AI-kategorisering körs automatiskt när nya transaktioner synkas. Gå till Transaktioner för att se förslag." description="Transaktioner kategoriseras automatiskt baserat på dina regler när nya synkas. Gå till Transaktioner för att se matchningar."
icon={<Wand className="h-12 w-12 text-muted-foreground/40 mb-4" />} icon={<Wand className="h-12 w-12 text-muted-foreground/40 mb-4" />}
/> />
) )
components/extensions/general/InvoiceInboxWorkspace.tsx
+603 -1349
View File
File diff suppressed because it is too large Load Diff
components/onboarding/Step4VatAccounting.tsx
+4 -5
View File
@@ -263,11 +263,10 @@ export default function Step4VatAccounting({
? 'Intäkter och kostnader bokförs när fakturan skickas eller tas emot, oavsett när betalningen sker. Detta ger en mer rättvisande bild av verksamhetens ekonomi.' ? 'Intäkter och kostnader bokförs när fakturan skickas eller tas emot, oavsett när betalningen sker. Detta ger en mer rättvisande bild av verksamhetens ekonomi.'
: 'Intäkter och kostnader bokförs först när betalningen faktiskt sker. Enklare att hantera men ger en mindre exakt bild av verksamhetens ekonomi vid varje given tidpunkt.'} : 'Intäkter och kostnader bokförs först när betalningen faktiskt sker. Enklare att hantera men ger en mindre exakt bild av verksamhetens ekonomi vid varje given tidpunkt.'}
</p> </p>
{entityType === 'aktiebolag' && ( <p className="text-xs text-amber-800 dark:text-amber-200 bg-warning/10 rounded px-2 py-1">
<p className="text-xs text-amber-800 dark:text-amber-200 bg-warning/10 rounded px-2 py-1"> Kontantmetoden får användas om årlig nettoomsättning normalt är högst
Aktiebolag med omsättning över 3 MSEK per år måste använda faktureringsmetoden. 3 MSEK (BFL 5 kap. 2 §).
</p> </p>
)}
</div> </div>
</div> </div>
</div> </div>
components/receipts/ManualExtractDialog.tsx
-177
View File
@@ -1,177 +0,0 @@
'use client'
import { useState } from 'react'
import {
Dialog,
DialogContent,
DialogHeader,
DialogTitle,
DialogDescription,
DialogFooter,
} from '@/components/ui/dialog'
import { Button } from '@/components/ui/button'
import { Input } from '@/components/ui/input'
import { Label } from '@/components/ui/label'
import { useToast } from '@/components/ui/use-toast'
import { Loader2 } from 'lucide-react'
import type { ReceiptRowWithPreview } from '@/app/(dashboard)/receipts/page'
// Fallback when AI can't read the image. The source document stays attached;
// we just let the user type the fields AI would have extracted so the row
// can move to 'ready' and be matched to a bank transaction.
export default function ManualExtractDialog({
row,
onClose,
onSaved,
}: {
row: ReceiptRowWithPreview
onClose: () => void
onSaved: () => void
}) {
const data = row.extracted_data as {
merchant?: { name?: string | null }
receipt?: { date?: string | null; currency?: string | null }
totals?: { total?: number | null; vatAmount?: number | null }
} | null
const [merchant, setMerchant] = useState(data?.merchant?.name ?? '')
const [date, setDate] = useState(data?.receipt?.date ?? new Date().toISOString().slice(0, 10))
const [total, setTotal] = useState<string>(data?.totals?.total != null ? String(data.totals.total) : '')
const [vatAmount, setVatAmount] = useState<string>(data?.totals?.vatAmount != null ? String(data.totals.vatAmount) : '')
const [currency, setCurrency] = useState(data?.receipt?.currency ?? 'SEK')
const [saving, setSaving] = useState(false)
const { toast } = useToast()
const handleSubmit = async (e: React.FormEvent) => {
e.preventDefault()
const totalNum = Number(total)
if (!merchant.trim() || !date || !Number.isFinite(totalNum) || totalNum <= 0) {
toast({
title: 'Kontrollera fälten',
description: 'Butiksnamn, datum och giltigt totalbelopp krävs.',
variant: 'destructive',
})
return
}
const vatNum = vatAmount.trim() === '' ? null : Number(vatAmount)
if (vatNum !== null && !Number.isFinite(vatNum)) {
toast({ title: 'Ogiltigt momsbelopp', variant: 'destructive' })
return
}
setSaving(true)
try {
const res = await fetch('/api/extensions/ext/invoice-inbox/manual-extract', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({
inbox_item_id: row.id,
merchant: merchant.trim(),
date,
total: totalNum,
currency,
vat_amount: vatNum,
}),
})
const body = await res.json()
if (!res.ok) {
toast({ title: 'Kunde inte spara', description: body.error, variant: 'destructive' })
return
}
toast({ title: 'Kvitto sparat' })
onSaved()
} finally {
setSaving(false)
}
}
return (
<Dialog open onOpenChange={(open) => { if (!open) onClose() }}>
<DialogContent className="sm:max-w-md">
<DialogHeader>
<DialogTitle>Skriv in kvittouppgifter</DialogTitle>
<DialogDescription>
Använd det här när AI inte kan läsa bilden. Bilden behålls som underlag —
du anger bara siffrorna så kan kvittot matchas mot en banktransaktion.
</DialogDescription>
</DialogHeader>
<form onSubmit={handleSubmit} className="space-y-4">
<div className="space-y-1.5">
<Label htmlFor="merchant">Butik / leverantör</Label>
<Input
id="merchant"
value={merchant}
onChange={(e) => setMerchant(e.target.value)}
placeholder="t.ex. ICA Maxi"
autoFocus
/>
</div>
<div className="grid grid-cols-2 gap-3">
<div className="space-y-1.5">
<Label htmlFor="date">Datum</Label>
<Input
id="date"
type="date"
value={date}
onChange={(e) => setDate(e.target.value)}
/>
</div>
<div className="space-y-1.5">
<Label htmlFor="currency">Valuta</Label>
<Input
id="currency"
value={currency}
onChange={(e) => setCurrency(e.target.value.toUpperCase().slice(0, 3))}
maxLength={3}
/>
</div>
</div>
<div className="grid grid-cols-2 gap-3">
<div className="space-y-1.5">
<Label htmlFor="total">Totalbelopp</Label>
<Input
id="total"
type="number"
step="0.01"
inputMode="decimal"
value={total}
onChange={(e) => setTotal(e.target.value)}
placeholder="0.00"
/>
</div>
<div className="space-y-1.5">
<Label htmlFor="vat">Varav moms (valfritt)</Label>
<Input
id="vat"
type="number"
step="0.01"
inputMode="decimal"
value={vatAmount}
onChange={(e) => setVatAmount(e.target.value)}
placeholder="0.00"
/>
</div>
</div>
<DialogFooter className="gap-2">
<Button type="button" variant="ghost" onClick={onClose} disabled={saving}>
Avbryt
</Button>
<Button type="submit" disabled={saving}>
{saving ? (
<>
<Loader2 className="mr-2 h-4 w-4 animate-spin" />
Sparar…
</>
) : (
'Spara'
)}
</Button>
</DialogFooter>
</form>
</DialogContent>
</Dialog>
)
}
components/receipts/ReceiptsList.tsx
-540
View File
@@ -1,540 +0,0 @@
'use client'
import { useRef, useState, useEffect, useMemo } from 'react'
import { useRouter } from 'next/navigation'
import { Button } from '@/components/ui/button'
import { Card, CardContent } from '@/components/ui/card'
import { Badge } from '@/components/ui/badge'
import { useToast } from '@/components/ui/use-toast'
import { PageHeader } from '@/components/ui/page-header'
import { Upload, Receipt as ReceiptIcon, Loader2, FileText, AlertTriangle, RefreshCw, Pencil, ShieldCheck, ShieldAlert } from 'lucide-react'
import { formatCurrency, formatDate } from '@/lib/utils'
import ManualExtractDialog from './ManualExtractDialog'
import type { ReceiptRowWithPreview } from '@/app/(dashboard)/receipts/page'
const STATUS_LABELS: Record<string, string> = {
pending: 'Väntar',
processing: 'Bearbetar',
ready: 'Klar',
confirmed: 'Bokförd',
rejected: 'Avvisad',
error: 'Fel',
}
const STATUS_VARIANTS: Record<string, 'default' | 'secondary' | 'success' | 'warning' | 'destructive' | 'outline'> = {
pending: 'outline',
processing: 'warning',
ready: 'secondary',
confirmed: 'success',
rejected: 'outline',
error: 'destructive',
}
const ALLOWED_MIME = 'application/pdf,image/jpeg,image/png,image/heic,image/heif,image/webp'
interface ExtractedReceiptShape {
merchant?: { name?: string | null } | null
receipt?: { date?: string | null; currency?: string | null } | null
totals?: { total?: number | null } | null
_verification?: {
agrees?: boolean
claude_total?: number | null
ocr_total?: number | null
delta?: number | null
ocr_confidence?: number | null
} | null
_source?: 'ocr_only' | null
}
// Derive the verification state the UI should render.
// - 'agreed' Claude and Textract read the same total → green badge
// - 'disagreed' they disagree > 1 öre → yellow warning + numbers
// - 'ocr-only' Claude failed but Textract succeeded → neutral
// - 'unverified' Textract didn't run (HEIC, large file, no AWS perms)
// or agreement data is absent → show nothing
type VerificationState = 'agreed' | 'disagreed' | 'ocr-only' | 'unverified'
function getVerificationState(row: ReceiptRowWithPreview): VerificationState {
const data = row.extracted_data as ExtractedReceiptShape | null
if (!data) return 'unverified'
if (data._source === 'ocr_only') return 'ocr-only'
const v = data._verification
if (!v || v.agrees == null) return 'unverified'
return v.agrees ? 'agreed' : 'disagreed'
}
function summarize(row: ReceiptRowWithPreview): { merchant: string; total: number | null; currency: string; date: string | null } {
const data = (row.extracted_data as ExtractedReceiptShape | null) ?? {}
return {
merchant: data.merchant?.name ?? row.document?.file_name ?? 'Okänt kvitto',
total: data.totals?.total ?? null,
currency: data.receipt?.currency ?? 'SEK',
date: data.receipt?.date ?? null,
}
}
// Mirror of the server-side needsRescan heuristic — a row looks stuck when
// extraction failed or the total we need to propose a match is missing.
// Server is still authoritative; this just gates UI affordances.
function rowNeedsRescan(row: ReceiptRowWithPreview): boolean {
if (!row.document_id) return false // nothing to rescan without a file
if (row.status === 'confirmed') return false
if (row.status === 'error') return true
const data = row.extracted_data as ExtractedReceiptShape | null
if (!data) return true
if (data.totals?.total == null) return true
return false
}
// Thumbnail resolves to: image preview | PDF placeholder | missing-source warning.
// The last case is legally important (BFL 5 kap 7§) — a receipt without a
// source document cannot be booked, so we surface it visibly.
function Thumbnail({ row }: { row: ReceiptRowWithPreview }) {
const mime = row.document?.mime_type ?? ''
const isImage = mime.startsWith('image/') && !mime.includes('heic') && !mime.includes('heif')
const isPdf = mime === 'application/pdf'
if (!row.document) {
return (
<div className="w-20 h-20 rounded border border-warning/40 bg-warning/5 flex flex-col items-center justify-center shrink-0 text-warning-foreground">
<AlertTriangle className="h-5 w-5" />
<span className="text-[10px] mt-1 text-center leading-tight">Saknar bild</span>
</div>
)
}
if (isImage && row.preview_url) {
// eslint-disable-next-line @next/next/no-img-element
return (
<img
src={row.preview_url}
alt={row.document.file_name ?? 'Kvitto'}
className="w-20 h-20 rounded object-cover border bg-muted shrink-0"
loading="lazy"
/>
)
}
return (
<div className="w-20 h-20 rounded border bg-muted flex items-center justify-center shrink-0">
<FileText className="h-6 w-6 text-muted-foreground" />
<span className="sr-only">{isPdf ? 'PDF' : 'Fil'}</span>
</div>
)
}
// Optimistic card shown while the upload request is in flight. Replaced by
// the persisted row on router.refresh(). Keeps the page from looking empty
// during the 5-10 s classify call.
function PendingUploadCard({ upload }: { upload: PendingUpload }) {
return (
<Card className="border-primary/20 bg-primary/[0.02]">
<CardContent className="p-4">
<div className="flex items-start gap-4">
<div className="w-20 h-20 rounded border bg-muted flex items-center justify-center shrink-0">
<Loader2 className="h-6 w-6 text-muted-foreground animate-spin" />
</div>
<div className="flex-1 min-w-0">
<div className="flex items-baseline justify-between gap-3 flex-wrap">
<span className="font-medium truncate">{upload.file_name}</span>
</div>
<div className="flex items-center gap-2 mt-1">
<Badge variant="warning" className="gap-1.5">
<Loader2 className="h-3 w-3 animate-spin" />
AI läser kvittot…
</Badge>
<span className="text-xs text-muted-foreground">
Det här brukar ta 5–10 sekunder.
</span>
</div>
</div>
</div>
</CardContent>
</Card>
)
}
function VerificationBadge({ row }: { row: ReceiptRowWithPreview }) {
const state = getVerificationState(row)
if (state === 'agreed') {
return (
<Badge variant="outline" className="border-success/40 text-success-foreground gap-1">
<ShieldCheck className="h-3 w-3" />
OCR verifierad
</Badge>
)
}
if (state === 'disagreed') {
return (
<Badge variant="outline" className="border-warning/40 text-warning-foreground gap-1">
<ShieldAlert className="h-3 w-3" />
Behöver granskning
</Badge>
)
}
if (state === 'ocr-only') {
return (
<Badge variant="outline" className="text-muted-foreground">
Endast OCR
</Badge>
)
}
return null
}
// When Claude and Textract disagree on the total, show the raw numbers so
// the user can see which read to trust before accepting downstream.
function DisagreementDetail({ row }: { row: ReceiptRowWithPreview }) {
const data = row.extracted_data as ExtractedReceiptShape | null
const v = data?._verification
if (!v || v.agrees !== false) return null
const currency = data?.receipt?.currency ?? 'SEK'
return (
<p className="text-xs text-warning-foreground mt-2">
AI läste {v.claude_total != null ? formatCurrency(v.claude_total, currency) : '—'}, OCR läste{' '}
{v.ocr_total != null ? formatCurrency(v.ocr_total, currency) : '—'}. Granska bilden innan du godkänner.
</p>
)
}
// Optimistic placeholder shown in the list while a manual upload is in
// flight. The upload handler is synchronous (classify + store + insert
// happen before the response returns), so a 5-10 s gap otherwise leaves the
// user staring at nothing. We insert a fake row here so the UI shows a real
// card immediately and router.refresh() replaces it with the persisted row.
interface PendingUpload {
key: string
file_name: string
size_bytes: number
mime_type: string
}
export default function ReceiptsList({ initialItems }: { initialItems: ReceiptRowWithPreview[] }) {
const [items, setItems] = useState(initialItems)
const [uploading, setUploading] = useState(false)
const [pendingUploads, setPendingUploads] = useState<PendingUpload[]>([])
const [batchScanning, setBatchScanning] = useState(false)
const [rescanId, setRescanId] = useState<string | null>(null)
const [attachingId, setAttachingId] = useState<string | null>(null)
const [manualRow, setManualRow] = useState<ReceiptRowWithPreview | null>(null)
const fileInputRef = useRef<HTMLInputElement>(null)
const attachInputRef = useRef<HTMLInputElement>(null)
const attachTargetRef = useRef<string | null>(null)
const { toast } = useToast()
const router = useRouter()
useEffect(() => { setItems(initialItems) }, [initialItems])
// Count of rows eligible for rescan — drives the "Skanna oskannade (N)" CTA.
const rescanCount = useMemo(() => items.filter(rowNeedsRescan).length, [items])
const handlePickFile = () => fileInputRef.current?.click()
const handleUpload = async (e: React.ChangeEvent<HTMLInputElement>) => {
const file = e.target.files?.[0]
if (!file) return
e.target.value = ''
const pending: PendingUpload = {
key: `pending-${Date.now()}-${file.name}`,
file_name: file.name,
size_bytes: file.size,
mime_type: file.type,
}
setPendingUploads((p) => [pending, ...p])
setUploading(true)
try {
const form = new FormData()
form.append('file', file)
const res = await fetch('/api/extensions/ext/invoice-inbox/upload', {
method: 'POST',
body: form,
})
const body = await res.json()
if (!res.ok) {
toast({ title: 'Uppladdning misslyckades', description: body.error, variant: 'destructive' })
return
}
toast({ title: 'Kvitto sparat' })
router.refresh()
} catch (err) {
toast({
title: 'Fel',
description: err instanceof Error ? err.message : String(err),
variant: 'destructive',
})
} finally {
// Drop the placeholder on both success and failure. On success the
// real row arrives via router.refresh(); on failure the user gets a
// toast and an empty list state instead of a stuck "AI läser..." card.
setPendingUploads((p) => p.filter((x) => x.key !== pending.key))
setUploading(false)
}
}
const handleRescanOne = async (row: ReceiptRowWithPreview) => {
setRescanId(row.id)
try {
const res = await fetch('/api/extensions/ext/invoice-inbox/rescan', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ inbox_item_ids: [row.id] }),
})
const body = await res.json()
if (!res.ok) {
toast({ title: 'Skanning misslyckades', description: body.error, variant: 'destructive' })
return
}
const outcome = body.data.outcomes?.[0]
if (outcome?.ok) {
toast({ title: 'Skanning klar' })
} else {
toast({ title: 'Skanning misslyckades', description: outcome?.error, variant: 'destructive' })
}
router.refresh()
} finally {
setRescanId(null)
}
}
const handlePickAttachFile = (rowId: string) => {
attachTargetRef.current = rowId
attachInputRef.current?.click()
}
const handleAttachFile = async (e: React.ChangeEvent<HTMLInputElement>) => {
const file = e.target.files?.[0]
const rowId = attachTargetRef.current
e.target.value = ''
attachTargetRef.current = null
if (!file || !rowId) return
setAttachingId(rowId)
try {
const form = new FormData()
form.append('file', file)
const res = await fetch(`/api/extensions/ext/invoice-inbox/items/${rowId}/attach-document`, {
method: 'POST',
body: form,
})
const body = await res.json()
if (!res.ok) {
toast({ title: 'Kunde inte koppla bild', description: body.error, variant: 'destructive' })
return
}
toast({
title: 'Bild kopplad',
description: body.data.classified ? 'Bearbetar siffrorna…' : 'Kunde inte läsa siffror — skanna igen eller skriv in själv.',
})
router.refresh()
} finally {
setAttachingId(null)
}
}
const handleBatchRescan = async () => {
if (rescanCount === 0) return
setBatchScanning(true)
try {
const res = await fetch('/api/extensions/ext/invoice-inbox/rescan', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({}),
})
const body = await res.json()
if (!res.ok) {
toast({ title: 'Batch-skanning misslyckades', description: body.error, variant: 'destructive' })
return
}
const { rescanned, failed } = body.data
toast({
title: `${rescanned} skannade${failed > 0 ? `, ${failed} misslyckades` : ''}`,
})
router.refresh()
} finally {
setBatchScanning(false)
}
}
return (
<div className="container mx-auto p-4 sm:p-8 max-w-5xl">
<PageHeader
title="Kvitton"
description="Ladda upp kvitton. AI klassificerar och matchar mot banktransaktioner."
action={
<div className="flex gap-2 flex-wrap">
{rescanCount > 0 && (
<Button variant="outline" onClick={handleBatchRescan} disabled={batchScanning}>
{batchScanning ? (
<>
<Loader2 className="mr-2 h-4 w-4 animate-spin" />
Skannar…
</>
) : (
<>
<RefreshCw className="mr-2 h-4 w-4" />
Skanna oskannade ({rescanCount})
</>
)}
</Button>
)}
<input
ref={fileInputRef}
type="file"
className="hidden"
accept={ALLOWED_MIME}
onChange={handleUpload}
/>
<Button onClick={handlePickFile} disabled={uploading}>
{uploading ? (
<>
<Loader2 className="mr-2 h-4 w-4 animate-spin" />
Laddar upp…
</>
) : (
<>
<Upload className="mr-2 h-4 w-4" />
Ladda upp kvitto
</>
)}
</Button>
</div>
}
/>
{items.length === 0 && pendingUploads.length === 0 ? (
<Card>
<CardContent className="flex flex-col items-center justify-center py-12">
<div className="p-5 rounded-full bg-muted mb-6">
<ReceiptIcon className="h-8 w-8 text-muted-foreground" />
</div>
<h3 className="text-lg font-medium mb-2">Inga kvitton än</h3>
<p className="text-sm text-muted-foreground text-center max-w-sm">
Ladda upp ett kvitto (PDF, JPG, PNG, HEIC eller WebP) så tar AI hand om resten.
</p>
</CardContent>
</Card>
) : (
<div className="flex flex-col gap-3">
{pendingUploads.map((upload) => (
<PendingUploadCard key={upload.key} upload={upload} />
))}
{items.map((row) => {
const s = summarize(row)
const statusKey = row.status ?? 'pending'
const canRescan = rowNeedsRescan(row)
const isRescanning = rescanId === row.id
const needsImage = !row.document_id && row.status !== 'confirmed'
const isAttaching = attachingId === row.id
return (
<Card key={row.id}>
<CardContent className="p-4">
<div className="flex items-start gap-4">
<Thumbnail row={row} />
<div className="flex-1 min-w-0">
<div className="flex items-baseline justify-between gap-3 flex-wrap">
<span className="font-medium truncate">{s.merchant}</span>
{s.total != null && (
<span className="tabular-nums font-medium">
{formatCurrency(s.total, s.currency)}
</span>
)}
</div>
<div className="flex items-center gap-2 mt-1 flex-wrap">
<Badge variant={STATUS_VARIANTS[statusKey] ?? 'outline'} className="gap-1.5">
{(statusKey === 'processing' || statusKey === 'pending') && (
<Loader2 className="h-3 w-3 animate-spin" />
)}
{STATUS_LABELS[statusKey] ?? statusKey}
</Badge>
<VerificationBadge row={row} />
{s.date && (
<span className="text-xs text-muted-foreground">
{formatDate(s.date)}
</span>
)}
{row.document?.file_name && (
<span className="text-xs text-muted-foreground truncate">
· {row.document.file_name}
</span>
)}
{row.source === 'email' && (
<span className="text-xs text-muted-foreground">· via e-post</span>
)}
</div>
{row.error_message && (
<p className="text-xs text-destructive mt-1">{row.error_message}</p>
)}
<DisagreementDetail row={row} />
{needsImage && (
<div className="flex gap-2 mt-3">
<Button
size="sm"
variant="outline"
onClick={() => handlePickAttachFile(row.id)}
disabled={isAttaching}
>
{isAttaching ? (
<>
<Loader2 className="mr-2 h-3 w-3 animate-spin" />
Laddar upp…
</>
) : (
<>
<Upload className="mr-2 h-3 w-3" />
Ladda upp bild
</>
)}
</Button>
</div>
)}
{!needsImage && canRescan && (
<div className="flex gap-2 mt-3">
<Button size="sm" variant="outline" onClick={() => handleRescanOne(row)} disabled={isRescanning}>
{isRescanning ? (
<>
<Loader2 className="mr-2 h-3 w-3 animate-spin" />
Skannar…
</>
) : (
<>
<RefreshCw className="mr-2 h-3 w-3" />
Skanna igen
</>
)}
</Button>
<Button size="sm" variant="ghost" onClick={() => setManualRow(row)}>
<Pencil className="mr-2 h-3 w-3" />
Skriv in själv
</Button>
</div>
)}
</div>
</div>
</CardContent>
</Card>
)
})}
</div>
)}
<input
ref={attachInputRef}
type="file"
className="hidden"
accept={ALLOWED_MIME}
onChange={handleAttachFile}
/>
{manualRow && (
<ManualExtractDialog
row={manualRow}
onClose={() => setManualRow(null)}
onSaved={() => {
setManualRow(null)
router.refresh()
}}
/>
)}
</div>
)
}
components/settings/ApiKeysPanel.tsx
+1 -1
View File
@@ -28,7 +28,7 @@ const SCOPE_GROUPS = [
domain: 'transactions', domain: 'transactions',
label: 'Transaktioner', label: 'Transaktioner',
read: 'transactions:read' as const, read: 'transactions:read' as const,
readLabel: 'Läs — lista transaktioner, mallförslag, kategoriförslag', readLabel: 'Läs — lista transaktioner, mallar, kategorier',
readTools: 3, readTools: 3,
write: 'transactions:write' as const, write: 'transactions:write' as const,
writeLabel: 'Skriv — kategorisera, kvittomatchning, koppling mot faktura', writeLabel: 'Skriv — kategorisera, kvittomatchning, koppling mot faktura',
components/transactions/SwipeCategorizationView.tsx
+2 -81
View File
@@ -519,19 +519,8 @@ export default function SwipeCategorizationView({
</div> </div>
</div> </div>
{/* Document upload / pre-attached document */} {/* Document upload */}
{pendingInboxItemId && currentTransaction.matched_inbox_item?.document_id ? ( {(
<div className="rounded-lg border bg-success/5 border-success/30 px-3 py-2.5">
<div className="flex items-center gap-2">
<Paperclip className="h-4 w-4 text-success" />
<span className="text-sm font-medium">Underlag bifogat</span>
<Check className="h-4 w-4 text-success" />
</div>
<p className="text-xs text-muted-foreground mt-1">
Dokumentet från inkorgen länkas automatiskt till verifikationen.
</p>
</div>
) : (
<div className="rounded-lg border"> <div className="rounded-lg border">
<button <button
type="button" type="button"
@@ -711,55 +700,6 @@ export default function SwipeCategorizationView({
</div> </div>
)} )}
{/* Document Match from Inbox */}
{currentTransaction.matched_inbox_item && (
<div className="p-4 rounded-lg border-2 border-primary/40 bg-primary/5 space-y-2">
<div className="flex items-center justify-between">
<div className="flex items-center gap-2 text-primary">
<Paperclip className="h-5 w-5" />
<span className="font-semibold text-sm">
{currentTransaction.matched_inbox_item.document_type === 'receipt'
? 'Matchat kvitto'
: currentTransaction.matched_inbox_item.document_type === 'supplier_invoice'
? 'Matchad leverantörsfaktura'
: 'Matchat dokument'}
</span>
</div>
{currentTransaction.matched_inbox_item.match_confidence != null && (
<Badge variant="outline" className="text-primary border-primary">
{Math.round(currentTransaction.matched_inbox_item.match_confidence * 100)}%
</Badge>
)}
</div>
<div className="text-sm">
{(() => {
const ext = currentTransaction.matched_inbox_item.extracted_data as Record<string, unknown> | null
if (!ext) return null
const supplierName = (ext as { supplier?: { name?: string } })?.supplier?.name
const merchantName = (ext as { merchant?: { name?: string } })?.merchant?.name
const totals = ext as { totals?: { total?: number } }
return (
<>
{(supplierName || merchantName) && (
<p className="font-medium">{supplierName || merchantName}</p>
)}
{totals?.totals?.total != null && (
<p className="text-muted-foreground">
{formatCurrency(totals.totals.total)}
</p>
)}
</>
)
})()}
{currentTransaction.matched_inbox_item.suggested_template_id && (
<p className="text-xs text-primary mt-1">
Mall: {currentTransaction.matched_inbox_item.suggested_template_id}
</p>
)}
</div>
</div>
)}
{/* Warnings */} {/* Warnings */}
{warnings.length > 0 && ( {warnings.length > 0 && (
<div className="space-y-2 pt-4 border-t"> <div className="space-y-2 pt-4 border-t">
@@ -799,25 +739,6 @@ export default function SwipeCategorizationView({
</div> </div>
)} )}
{/* Document template match — primary action when inbox item has a suggested template */}
{currentTransaction.matched_inbox_item?.suggested_template_id && (() => {
const inboxItem = currentTransaction.matched_inbox_item
if (!inboxItem?.suggested_template_id) return null
const tmplId = inboxItem.suggested_template_id
const template = getTemplateById(tmplId)
if (!template) return null
return (
<Button
className="w-full"
onClick={() => handleTemplateSelect(tmplId, inboxItem.id)}
disabled={isProcessing}
>
<Paperclip className="mr-2 h-4 w-4" />
Bokför som {template.name_sv}
</Button>
)
})()}
{/* Invoice match button - primary action when there's a match */} {/* Invoice match button - primary action when there's a match */}
{currentTransaction.potential_invoice && onMatchInvoice && ( {currentTransaction.potential_invoice && onMatchInvoice && (
<Button <Button
components/transactions/TransactionInboxCard.tsx
+2 -12
View File
@@ -6,7 +6,7 @@ import { Button } from '@/components/ui/button'
import { Badge } from '@/components/ui/badge' import { Badge } from '@/components/ui/badge'
import { Checkbox } from '@/components/ui/checkbox' import { Checkbox } from '@/components/ui/checkbox'
import { cn, formatCurrency, formatDate } from '@/lib/utils' import { cn, formatCurrency, formatDate } from '@/lib/utils'
import { ArrowUpRight, ArrowDownRight, FileText, Loader2, Paperclip, Trash2 } from 'lucide-react' import { ArrowUpRight, ArrowDownRight, FileText, Loader2, Trash2 } from 'lucide-react'
import { Tooltip, TooltipTrigger, TooltipContent, TooltipProvider } from '@/components/ui/info-tooltip' import { Tooltip, TooltipTrigger, TooltipContent, TooltipProvider } from '@/components/ui/info-tooltip'
import { getAccountName, formatAccountWithName } from '@/lib/bookkeeping/client-account-names' import { getAccountName, formatAccountWithName } from '@/lib/bookkeeping/client-account-names'
import { getTemplateById } from '@/lib/bookkeeping/booking-templates' import { getTemplateById } from '@/lib/bookkeeping/booking-templates'
@@ -59,7 +59,6 @@ export default function TransactionInboxCard({
const topSuggestion = suggestions?.[0] const topSuggestion = suggestions?.[0]
const isUncategorized = transaction.is_business === null && !transaction.journal_entry_id const isUncategorized = transaction.is_business === null && !transaction.journal_entry_id
const showCheckbox = isBatchMode && isUncategorized const showCheckbox = isBatchMode && isUncategorized
const hasDocumentMatch = !!transaction.matched_inbox_item
const isDeletable = !transaction.journal_entry_id const isDeletable = !transaction.journal_entry_id
function handleSuggestionClick(suggestion: SuggestedCategory) { function handleSuggestionClick(suggestion: SuggestedCategory) {
@@ -116,16 +115,7 @@ export default function TransactionInboxCard({
</div> </div>
<div className="min-w-0"> <div className="min-w-0">
<p className="font-medium truncate">{transaction.description}</p> <p className="font-medium truncate">{transaction.description}</p>
<div className="flex items-center gap-2"> <p className="text-sm text-muted-foreground">{formatDate(transaction.date)}</p>
<p className="text-sm text-muted-foreground">{formatDate(transaction.date)}</p>
{hasDocumentMatch && (
<Badge variant="secondary" className="text-xs gap-1">
<Paperclip className="h-3 w-3" />
{transaction.matched_inbox_item!.document_type === 'receipt' ? 'Kvitto' :
transaction.matched_inbox_item!.document_type === 'supplier_invoice' ? 'Faktura' : 'Dokument'}
</Badge>
)}
</div>
</div> </div>
</div> </div>
components/transactions/transaction-types.ts
+1 -2
View File
@@ -1,10 +1,9 @@
import type { Transaction, TransactionCategory, Invoice, Customer, SupplierInvoice, VatTreatment, InvoiceInboxItem } from '@/types' import type { Transaction, TransactionCategory, Invoice, Customer, SupplierInvoice, VatTreatment } from '@/types'
// Shared transaction type with potential invoice data // Shared transaction type with potential invoice data
export interface TransactionWithInvoice extends Transaction { export interface TransactionWithInvoice extends Transaction {
potential_invoice?: Invoice & { customer?: Customer } potential_invoice?: Invoice & { customer?: Customer }
potential_supplier_invoice?: SupplierInvoice potential_supplier_invoice?: SupplierInvoice
matched_inbox_item?: InvoiceInboxItem
} }
// Page view modes // Page view modes
extensions.config.json
+1 -1
View File
@@ -1 +1 @@
{"$schema":"./extensions.schema.json","extensions":["enable-banking","email","arcim-migration","tic","mcp-server","cloud-backup","skatteverket"]} {"$schema":"./extensions.schema.json","extensions":["enable-banking","email","arcim-migration","tic","mcp-server","cloud-backup","skatteverket","invoice-inbox"]}
extensions/general/ai-agent/index.ts
-15
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@@ -1,15 +0,0 @@
import type { Extension } from '@/lib/extensions/types'
import { registerAIProposalService } from '@/lib/ai/proposal-service'
import { BedrockAIProposalService } from './lib/bedrock-service'
// Register the Bedrock-backed implementation at extension load time.
// The orchestrator (lib/ai/orchestrator.ts) calls getAIProposalService() at
// event-handle time and will get this instance whenever the extension is
// enabled in extensions.config.json.
registerAIProposalService(new BedrockAIProposalService())
export const aiAgentExtension: Extension = {
id: 'ai-agent',
name: 'AI-agent (beta)',
version: '0.1.0',
}
extensions/general/ai-agent/lib/bedrock-client.ts
-30
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@@ -1,30 +0,0 @@
/**
* Shared Bedrock Converse client for the ai-agent extension.
* Mirrors inbox-smart-match's setup so the model + env var conventions stay
* consistent across all LLM-backed extensions.
*/
import { BedrockRuntimeClient } from '@aws-sdk/client-bedrock-runtime'
let _client: BedrockRuntimeClient | null = null
export function getBedrockClient(): BedrockRuntimeClient {
if (!_client) {
_client = new BedrockRuntimeClient({
region: process.env.AWS_REGION || 'eu-north-1',
credentials: {
accessKeyId: process.env.AWS_ACCESS_KEY_ID!,
secretAccessKey: process.env.AWS_SECRET_ACCESS_KEY!,
},
})
}
return _client
}
export function getModelId(): string {
return process.env.BEDROCK_MODEL_ID || 'eu.anthropic.claude-sonnet-4-6'
}
export function getMaxTokens(): number {
return parseInt(process.env.BEDROCK_MAX_TOKENS || '2048', 10)
}
extensions/general/ai-agent/lib/bedrock-service.ts
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@@ -1,44 +0,0 @@
/**
* BedrockAIProposalService — the AIProposalService implementation registered
* by the ai-agent extension. Each method dispatches to the relevant generator
* and returns whatever the generator produced (proposal / request / null).
*/
import type {
AIProposalService,
AIRequestResult,
BookingProposalResult,
GenerateBookingContext,
GenerateMatchContext,
MatchProposalResult,
} from '@/lib/ai/proposal-service'
import { generateMatchForExtension } from './generate-match'
import { generateBookingForExtension } from './generate-booking'
export class BedrockAIProposalService implements AIProposalService {
isEnabled(): boolean {
// The extension only loads when enabled in extensions.config.json, so any
// registered instance is enabled by definition. We still gate on AWS
// credentials so a misconfigured env surfaces as "null -> needs_manual"
// rather than a Bedrock exception per call.
return Boolean(
process.env.AWS_ACCESS_KEY_ID &&
process.env.AWS_SECRET_ACCESS_KEY &&
process.env.AWS_REGION
)
}
async generateMatchProposal(
ctx: GenerateMatchContext
): Promise<MatchProposalResult | AIRequestResult | null> {
if (!this.isEnabled()) return null
return generateMatchForExtension(ctx)
}
async generateBookingProposal(
ctx: GenerateBookingContext
): Promise<BookingProposalResult | AIRequestResult | null> {
if (!this.isEnabled()) return null
return generateBookingForExtension(ctx)
}
}
extensions/general/ai-agent/lib/generate-booking.ts
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/**
* Booking proposal generator for the ai-agent extension.
*
* Takes a matched receipt + transaction and returns a balanced journal-entry
* proposal in the BookingProposalPayload shape. Uses existing counterparty
* templates as seeds in the prompt so recurring merchants converge fast.
*
* Returns an AIRequestResult when the LLM chooses to clarify (e.g.,
* can't tell business vs private), or null on outage.
*
* Also verifies the proposed lines balance (sum debits = sum credits); when
* the LLM returns unbalanced lines the result is degraded to a clarify ask
* rather than being silently wrong.
*/
import {
ConverseCommand,
type ContentBlock,
type Message,
} from '@aws-sdk/client-bedrock-runtime'
import { findFiscalPeriod } from '@/lib/bookkeeping/engine'
import { createClient as createServiceClient } from '@supabase/supabase-js'
import type {
AIRequestResult,
BookingProposalResult,
GenerateBookingContext,
} from '@/lib/ai/proposal-service'
import type {
BookingProposalLine,
BookingProposalCounterpartyTemplate,
BookingProposalPayload,
VatTreatment,
} from '@/types'
import { getBedrockClient, getModelId, getMaxTokens } from './bedrock-client'
import {
BOOKING_PROMPT_VERSION,
BOOKING_SYSTEM_PROMPT,
BOOKING_TOOL_CONFIG,
} from './prompts/booking-prompt'
export async function generateBookingForExtension(
ctx: GenerateBookingContext
): Promise<BookingProposalResult | AIRequestResult | null> {
const serviceClient = createServiceClient(
process.env.NEXT_PUBLIC_SUPABASE_URL!,
process.env.SUPABASE_SERVICE_ROLE_KEY!
)
// Resolve fiscal period for the transaction date — a prerequisite for any booking.
const fiscalPeriodId = await findFiscalPeriod(
serviceClient,
ctx.companyId,
ctx.matchedTransaction.date
)
if (!fiscalPeriodId) {
return {
kind: 'request',
request: {
request_type: 'needs_manual',
message:
'Ingen öppen räkenskapsperiod täcker transaktionens datum. Skapa perioden eller bokför manuellt.',
},
provenance: { prompt_version: BOOKING_PROMPT_VERSION },
}
}
// Brief the LLM with receipt + transaction + relevant templates.
const extracted = ctx.inboxItem.extracted_data as Record<string, unknown> | null
const relevantTemplates = ctx.existingTemplates
.filter((t) => t.is_active)
.slice(0, 20)
.map((t) => ({
counterparty: t.counterparty_name,
debit: t.debit_account,
credit: t.credit_account,
vat_treatment: t.vat_treatment,
category: t.category,
source: t.source,
occurrences: t.occurrence_count,
}))
const userPrompt = `Kvittodata (extraherad):
${JSON.stringify(extracted, null, 2)}
Matchad banktransaktion:
${JSON.stringify(
{
id: ctx.matchedTransaction.id,
date: ctx.matchedTransaction.date,
description: ctx.matchedTransaction.description,
amount: ctx.matchedTransaction.amount,
amount_sek: ctx.matchedTransaction.amount_sek,
currency: ctx.matchedTransaction.currency,
merchant_name: ctx.matchedTransaction.merchant_name,
},
null,
2
)}
Företagstyp: ${ctx.entityType}
Befintliga motpartsmallar (upp till 20):
${JSON.stringify(relevantTemplates, null, 2)}
Föreslå ett balanserat verifikat. Transaktionens belopp är bruttobeloppet som betalas från 1930.`
const messages: Message[] = [{ role: 'user', content: [{ text: userPrompt }] }]
let response
try {
response = await getBedrockClient().send(
new ConverseCommand({
modelId: getModelId(),
messages,
system: [{ text: BOOKING_SYSTEM_PROMPT }],
toolConfig: BOOKING_TOOL_CONFIG,
inferenceConfig: { maxTokens: getMaxTokens(), temperature: 0 },
})
)
} catch (err) {
console.error('[ai-agent/booking] Bedrock call failed:', err)
return null
}
const usage = {
input_tokens: response.usage?.inputTokens ?? 0,
output_tokens: response.usage?.outputTokens ?? 0,
}
const toolUse = response.output?.message?.content?.find(
(b): b is ContentBlock.ToolUseMember => 'toolUse' in b && b.toolUse !== undefined
)
if (!toolUse?.toolUse?.input) return null
const raw = toolUse.toolUse.input as Record<string, unknown>
const action = raw.action === 'clarify_business_private' ? 'clarify_business_private' : 'propose'
const confidence = clampConfidence(Number(raw.confidence))
const reasoning = typeof raw.reasoning === 'string' ? raw.reasoning.trim() : ''
if (action === 'clarify_business_private') {
return {
kind: 'request',
request: {
request_type: 'clarify_business_private',
message:
typeof raw.clarify_message === 'string' && raw.clarify_message.trim().length > 0
? raw.clarify_message.trim()
: 'Är detta en affärsutgift eller privat?',
required_fields: { is_business: 'boolean' },
},
provenance: {
model: getModelId(),
prompt_version: BOOKING_PROMPT_VERSION,
input_tokens: usage.input_tokens,
output_tokens: usage.output_tokens,
},
}
}
const proposalRaw = raw.proposal as Record<string, unknown> | null | undefined
if (!proposalRaw) {
return null
}
const rawLines = extractLines(proposalRaw.lines)
const vatTreatment = extractVatTreatment(proposalRaw.vat_treatment)
const defaultPrivate = Boolean(proposalRaw.default_private)
const counterpartyTpl = extractCounterpartyTemplate(proposalRaw.counterparty_template_proposal)
// Claude often returns lines that are off by a cent or two due to the way
// it does 25% VAT math on awkward totals (e.g. 183,30 split as net 146,64
// + VAT 36,66 — fine — but sometimes 146,64 + 36,67 from rounding up).
// Repair those silently; the journal engine can't post unbalanced entries
// anyway, and the human-facing answer (same accounts, same rate) is identical.
const { lines, repaired } = repairRounding(rawLines)
if (!linesBalanced(lines)) {
const totalDebit = lines.reduce((s, l) => s + l.debit_amount, 0)
const totalCredit = lines.reduce((s, l) => s + l.credit_amount, 0)
console.warn('[ai-agent/generate-booking] unbalanced proposal', {
totalDebit, totalCredit, diff: totalDebit - totalCredit, lines,
})
return {
kind: 'request',
request: {
request_type: 'needs_manual',
message:
`AI:n producerade ett obalanserat verifikat (debet ${totalDebit.toFixed(2)} vs kredit ${totalCredit.toFixed(2)}). Bokför manuellt eller försök igen via Bearbeta befintliga.`,
},
provenance: {
model: getModelId(),
prompt_version: BOOKING_PROMPT_VERSION,
input_tokens: usage.input_tokens,
output_tokens: usage.output_tokens,
},
}
}
if (repaired) {
console.log('[ai-agent/generate-booking] auto-repaired rounding on booking lines')
}
const payload: BookingProposalPayload = {
lines,
vat_treatment: vatTreatment,
default_private: defaultPrivate,
counterparty_template_proposal: counterpartyTpl,
fiscal_period_id: fiscalPeriodId,
entry_date: ctx.matchedTransaction.date,
description: buildDescription(ctx),
}
return {
kind: 'proposal',
proposal: payload,
confidence,
reasoning,
provenance: {
model: getModelId(),
prompt_version: BOOKING_PROMPT_VERSION,
input_tokens: usage.input_tokens,
output_tokens: usage.output_tokens,
},
}
}
function clampConfidence(raw: number): number {
if (!isFinite(raw)) return 0
return Math.min(1, Math.max(0, raw / 100))
}
function extractLines(raw: unknown): BookingProposalLine[] {
if (!Array.isArray(raw)) return []
return raw
.map((item) => item as Record<string, unknown>)
.filter((item) => typeof item.account_number === 'string')
.map((item) => ({
account_number: String(item.account_number),
debit_amount: Number(item.debit_amount) || 0,
credit_amount: Number(item.credit_amount) || 0,
description: typeof item.description === 'string' ? item.description : '',
}))
}
function extractVatTreatment(raw: unknown): VatTreatment | null {
const allowed: VatTreatment[] = [
'standard_25',
'reduced_12',
'reduced_6',
'reverse_charge',
'export',
'exempt',
]
if (typeof raw !== 'string') return null
return (allowed as string[]).includes(raw) ? (raw as VatTreatment) : null
}
function extractCounterpartyTemplate(
raw: unknown
): BookingProposalCounterpartyTemplate | null {
if (!raw || typeof raw !== 'object') return null
const r = raw as Record<string, unknown>
if (
typeof r.counterparty_name !== 'string' ||
typeof r.debit_account !== 'string' ||
typeof r.credit_account !== 'string'
) {
return null
}
return {
counterparty_name: r.counterparty_name,
debit_account: r.debit_account,
credit_account: r.credit_account,
vat_treatment: extractVatTreatment(r.vat_treatment),
category:
typeof r.category === 'string' && r.category.length > 0
? (r.category as BookingProposalCounterpartyTemplate['category'])
: null,
}
}
function linesBalanced(lines: BookingProposalLine[]): boolean {
if (lines.length < 2) return false
const totalDebit = lines.reduce((sum, l) => sum + l.debit_amount, 0)
const totalCredit = lines.reduce((sum, l) => sum + l.credit_amount, 0)
return Math.abs(totalDebit - totalCredit) < 0.005 && totalDebit > 0
}
// Adjust sub-5-öre discrepancies silently by nudging the largest debit
// line. Only repairs imbalances up to 0.05 kr — anything larger is treated
// as a real error (Claude got confused, not just a rounding quirk) and
// bubbles up via the existing needs_manual fallback.
function repairRounding(lines: BookingProposalLine[]): { lines: BookingProposalLine[]; repaired: boolean } {
if (lines.length < 2) return { lines, repaired: false }
const totalDebit = lines.reduce((sum, l) => sum + l.debit_amount, 0)
const totalCredit = lines.reduce((sum, l) => sum + l.credit_amount, 0)
const diff = totalDebit - totalCredit
const absDiff = Math.abs(diff)
if (absDiff < 0.005) return { lines, repaired: false }
if (absDiff > 0.05) return { lines, repaired: false }
// Pick the single biggest debit line to absorb the adjustment — usually
// the expense account, not the VAT line. Subtract if debit is over,
// add if debit is under. Round to öre precision.
const withIndex = lines.map((l, idx) => ({ l, idx }))
const biggestDebit = withIndex
.filter((x) => x.l.debit_amount > 0)
.sort((a, b) => b.l.debit_amount - a.l.debit_amount)[0]
if (!biggestDebit) return { lines, repaired: false }
const adjusted = [...lines]
const current = adjusted[biggestDebit.idx]
adjusted[biggestDebit.idx] = {
...current,
debit_amount: Math.round((current.debit_amount - diff) * 100) / 100,
}
return { lines: adjusted, repaired: true }
}
function buildDescription(ctx: GenerateBookingContext): string {
const merchant =
ctx.matchedTransaction.merchant_name ||
ctx.matchedTransaction.description ||
'Okänd handlare'
return `AI-förslag: ${merchant}`
}
extensions/general/ai-agent/lib/generate-match.ts
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/**
* Match proposal generator for the ai-agent extension.
*
* Returns a MatchProposalResult when the LLM identifies a good candidate,
* an AIRequestResult when input is insufficient (bad extraction) or no
* candidates are available (user must upload the missing transaction first),
* or null on Bedrock outage so the orchestrator emits a 'needs_manual' ask.
*/
import {
ConverseCommand,
type ContentBlock,
type Message,
} from '@aws-sdk/client-bedrock-runtime'
import { createClient as createServiceClient } from '@supabase/supabase-js'
import { fetchCandidateTransactions, getMatchAnchors } from '@/extensions/general/inbox-smart-match/lib/fetch-candidates'
import type { ExtractedDocument } from '@/extensions/general/inbox-smart-match/lib/fetch-candidates'
import type {
AIRequestResult,
GenerateMatchContext,
MatchProposalResult,
} from '@/lib/ai/proposal-service'
import type { MatchProposalAlternative } from '@/types'
import { getBedrockClient, getModelId, getMaxTokens } from './bedrock-client'
import {
MATCH_PROMPT_VERSION,
MATCH_SYSTEM_PROMPT,
MATCH_TOOL_CONFIG,
} from './prompts/match-prompt'
export async function generateMatchForExtension(
ctx: GenerateMatchContext
): Promise<MatchProposalResult | AIRequestResult | null> {
const extracted = ctx.inboxItem.extracted_data as unknown as ExtractedDocument | null
// Guard: extraction quality.
const anchors = getMatchAnchors(extracted)
if (!anchors) {
return {
kind: 'request',
request: {
request_type: 'reupload_document',
message:
'Jag kunde inte läsa av datum eller belopp från kvittot. Ladda upp en tydligare bild så försöker jag igen.',
},
provenance: { prompt_version: MATCH_PROMPT_VERSION },
}
}
// Fetch candidates using the shared deterministic narrowing.
const serviceClient = createServiceClient(
process.env.NEXT_PUBLIC_SUPABASE_URL!,
process.env.SUPABASE_SERVICE_ROLE_KEY!
)
let candidates
try {
candidates = await fetchCandidateTransactions(serviceClient, ctx.companyId, extracted)
} catch (err) {
console.error('[ai-agent/match] fetchCandidateTransactions failed:', err)
return null
}
if (candidates.length === 0) {
return {
kind: 'request',
request: {
request_type: 'pick_transaction',
message:
'Jag hittade ingen matchande banktransaktion. Vänta på nästa banksync eller välj manuellt.',
options: { candidates: [] },
},
provenance: { prompt_version: MATCH_PROMPT_VERSION },
}
}
// Call Bedrock.
const receiptBrief = {
merchant: anchors.counterpartyName,
amount: anchors.amount,
currency: anchors.currency,
date: anchors.date,
vat_amount: extracted?.totals?.vatAmount ?? null,
}
const candidateLines = candidates.map((c) => ({
id: c.id,
date: c.date,
description: c.description,
amount: c.amount,
amount_sek: c.amount_sek,
currency: c.currency,
merchant_name: c.merchant_name,
}))
const userPrompt = `Kvitto:
${JSON.stringify(receiptBrief, null, 2)}
Kandidat-transaktioner:
${JSON.stringify(candidateLines, null, 2)}
Vilken matchar? Om ingen matchar, returnera matched=false.`
const messages: Message[] = [{ role: 'user', content: [{ text: userPrompt }] }]
let response
try {
response = await getBedrockClient().send(
new ConverseCommand({
modelId: getModelId(),
messages,
system: [{ text: MATCH_SYSTEM_PROMPT }],
toolConfig: MATCH_TOOL_CONFIG,
inferenceConfig: { maxTokens: getMaxTokens(), temperature: 0 },
})
)
} catch (err) {
console.error('[ai-agent/match] Bedrock call failed:', err)
return null
}
const usage = {
input_tokens: response.usage?.inputTokens ?? 0,
output_tokens: response.usage?.outputTokens ?? 0,
}
const toolUse = response.output?.message?.content?.find(
(b): b is ContentBlock.ToolUseMember => 'toolUse' in b && b.toolUse !== undefined
)
if (!toolUse?.toolUse?.input) {
return null
}
const raw = toolUse.toolUse.input as Record<string, unknown>
const matched = Boolean(raw.matched)
const rawId = typeof raw.transaction_id === 'string' ? raw.transaction_id : null
const confidence = clampConfidence(Number(raw.confidence))
const reasoning = typeof raw.reasoning === 'string' ? raw.reasoning.trim() : ''
// Resolve alternatives, filtering to only valid candidate IDs.
const candidateIds = new Set(candidates.map((c) => c.id))
const rawAlts = Array.isArray(raw.alternatives) ? raw.alternatives : []
const alternatives: MatchProposalAlternative[] = rawAlts
.map((a) => a as Record<string, unknown>)
.filter((a) => typeof a.transaction_id === 'string' && candidateIds.has(a.transaction_id as string))
.map((a) => ({
transaction_id: a.transaction_id as string,
confidence: clampConfidence(Number(a.confidence)),
reasoning: typeof a.reasoning === 'string' ? a.reasoning.trim() : '',
}))
.slice(0, 3)
if (!matched || !rawId || !candidateIds.has(rawId)) {
// LLM declined or returned unresolvable ID — degrade to pick_transaction ask.
return {
kind: 'request',
request: {
request_type: 'pick_transaction',
message:
'AI:n är osäker på matchning. Välj manuellt bland kandidaterna eller vänta på fler banktransaktioner.',
options: { candidates: candidateLines },
},
provenance: {
model: getModelId(),
prompt_version: MATCH_PROMPT_VERSION,
input_tokens: usage.input_tokens,
output_tokens: usage.output_tokens,
},
}
}
return {
kind: 'proposal',
proposal: {
matched_transaction_id: rawId,
alternatives,
top_confidence: confidence,
},
confidence,
reasoning,
provenance: {
model: getModelId(),
prompt_version: MATCH_PROMPT_VERSION,
input_tokens: usage.input_tokens,
output_tokens: usage.output_tokens,
},
}
}
function clampConfidence(raw: number): number {
if (!isFinite(raw)) return 0
return Math.min(1, Math.max(0, raw / 100))
}
extensions/general/ai-agent/lib/prompts/booking-prompt.ts
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@@ -1,166 +0,0 @@
/**
* Booking prompt — given an extracted receipt + matched transaction + any
* existing counterparty templates, propose a complete journal entry.
*
* The v1 schema is deliberately narrow: standard expense with input VAT
* (optional) paid from 1930. Reverse-charge / EU / import paths are out
* of scope for the first receipts-only release; those still funnel to
* manual via a clarify_business_private request if the LLM is unsure.
*/
import type { ToolConfiguration } from '@aws-sdk/client-bedrock-runtime'
export const BOOKING_PROMPT_VERSION = '2026-04-27-v3'
export const BOOKING_SYSTEM_PROMPT = `Du är en expert på svensk bokföring enligt BAS-kontoplanen. Du föreslår hur ett kvitto ska bokföras mot en matchad banktransaktion.
Indata:
- Extraherad kvittodata (handlare, belopp, moms, datum)
- Matchad banktransaktion (beskrivning, belopp, datum)
- Företagstyp (enskild firma eller aktiebolag)
- Befintliga mallar för samma motpart (om några)
Uppgift: föreslå ett balanserat verifikat (Debet = Kredit). Verifikatet MÅSTE balansera: summan av alla debet-rader ska vara EXAKT lika med summan av alla kredit-rader.
Mönstret för en standardutgift med svensk moms:
Debet 5xxx/6xxx (kostnadskonto, nettobelopp)
Debet 2641 Ingående moms (om standardmoms 25%, 12% eller 6%)
Kredit 1930 Företagskonto (bruttobelopp)
Mönstret för en utgift utan svensk moms (utländsk leverantör, momsfritt kvitto):
Debet 5xxx/6xxx (kostnadskonto, hela beloppet)
Kredit 1930 Företagskonto (hela beloppet)
Om privat uttag (enskild firma) — använd 2013 istället för kostnadskontot.
Riktlinjer:
- Välj lämpligt BAS-kostnadskonto utifrån typ av inköp (t.ex. 5410 IT-utrustning, 5611 Drivmedel, 5810 Representation, 6540 IT-tjänster)
- Momsavdrag: standard 25% → 2641, 12% → 2641, 6% → 2641. Sätt vat_treatment 'standard_25' / 'reduced_12' / 'reduced_6'.
- Om kvittot saknar momsspecifikation men är svensk handelsrelaterad — anta standard_25
- Om kvittot är från en utländsk leverantör (ej svensk org/momsnummer) och INTE visar någon moms — använd mönstret utan moms. Sätt vat_treatment='exempt'. Använd INTE kontona 2614, 2615, 2645, 2646, 2647, 2648 — omvänd skattskyldighet är utanför scope i v1.
- Om inköpet troligen är privat (t.ex. matvaror för hushåll, nöjen) och företagstyp = enskild firma — sätt default_private=true och använd 2013
- Representation: endast 50% moms avdragsgillt — för v1, föreslå utan reducering och flagga i reasoning att användaren bör kontrollera
- Om du är osäker på business vs private, eller om fakturan ser ut att kräva omvänd skattskyldighet (t.ex. EU-leverantör med momsnummer men 0% moms) — returnera hellre ett ai_request av typ 'clarify_business_private' än att gissa
VIKTIGT — momsövergång på livsmedel (Prop. 2025/26:55):
- Från och med 1 april 2026 (t.o.m. 31 december 2027) sänks momsen på livsmedel från 12 % till 6 %. Återgår till 12 % den 1 januari 2028.
- Avgör momssats utifrån KVITTOTS DATUM (matchad transaktionsdatum):
* Livsmedel/dagligvaror (ICA, Coop, Hemköp, Willys, Lidl, City Gross, Tempo, Mathem, Netto, Mat.se m.fl.):
- Datum < 2026-04-01: vat_treatment='reduced_12'
- Datum 2026-04-01 — 2027-12-31: vat_treatment='reduced_6'
- Datum >= 2028-01-01: vat_treatment='reduced_12'
* Restaurang/servering (eat-in på restaurang, café, lunchställe, bistro): ALLTID vat_treatment='reduced_12' (omfattas inte av sänkningen).
* Take-away/avhämtning räknas som livsmedel — följ datumlogiken ovan.
* Alkohol är alltid 25 % oavsett — om kvittot uppenbart är alkohol, vat_treatment='standard_25'.
- Om det är otydligt om kvittot är livsmedel eller servering (t.ex. ICA med både matvaror och deli), välj den dominerande posten utifrån beloppet och förklara valet i reasoning.
KONTROLLERA innan du returnerar: addera alla debit_amount, addera alla credit_amount, verifiera att summorna är EXAKT lika. Om de inte är det — räkna om.
Resonera på svenska. Var konkret: vilket konto och varför.
Anropa ALLTID verktyget propose_booking med resultatet.`
export const BOOKING_TOOL_CONFIG: ToolConfiguration = {
tools: [
{
toolSpec: {
name: 'propose_booking',
description: 'Returnera ett balanserat verifikatförslag eller en fråga till användaren',
inputSchema: {
json: {
type: 'object',
required: ['action', 'confidence', 'reasoning'],
properties: {
action: {
type: 'string',
enum: ['propose', 'clarify_business_private'],
description:
'propose = konkret förslag. clarify_business_private = be användaren avgöra om privat/business.',
},
confidence: {
type: 'integer',
minimum: 0,
maximum: 100,
},
reasoning: {
type: 'string',
description: '1-3 meningar på svenska som förklarar förslaget.',
},
proposal: {
type: ['object', 'null'],
description: 'Endast när action=propose.',
required: ['lines', 'vat_treatment', 'default_private'],
properties: {
lines: {
type: 'array',
minItems: 2,
items: {
type: 'object',
required: ['account_number', 'debit_amount', 'credit_amount', 'description'],
properties: {
account_number: {
type: 'string',
pattern: '^\\d{4}$',
description: '4-siffrigt BAS-kontonummer',
},
debit_amount: { type: 'number', minimum: 0 },
credit_amount: { type: 'number', minimum: 0 },
description: { type: 'string' },
},
},
},
vat_treatment: {
type: ['string', 'null'],
enum: [
'standard_25',
'reduced_12',
'reduced_6',
'reverse_charge',
'export',
'exempt',
null,
],
},
default_private: {
type: 'boolean',
description: 'true för privat uttag (enskild firma 2013)',
},
counterparty_template_proposal: {
type: ['object', 'null'],
description:
'Föreslå en motpartsmall om handlaren är återkommande och bokföringsmönstret är tydligt.',
required: ['counterparty_name', 'debit_account', 'credit_account'],
properties: {
counterparty_name: { type: 'string' },
debit_account: { type: 'string', pattern: '^\\d{4}$' },
credit_account: { type: 'string', pattern: '^\\d{4}$' },
vat_treatment: {
type: ['string', 'null'],
enum: [
'standard_25',
'reduced_12',
'reduced_6',
'reverse_charge',
'export',
'exempt',
null,
],
},
category: { type: ['string', 'null'] },
},
},
},
},
clarify_message: {
type: ['string', 'null'],
description:
'Endast när action=clarify_business_private. Kort fråga på svenska till användaren.',
},
},
},
},
},
},
],
toolChoice: { any: {} },
}
extensions/general/ai-agent/lib/prompts/match-prompt.ts
-80
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@@ -1,80 +0,0 @@
/**
* Match prompt — given an extracted receipt + candidate transactions,
* the LLM picks the best match (or explains that none fit).
*
* Bump MATCH_PROMPT_VERSION on any prompt change so the pinned version on
* stored proposals remains accurate for audit + drift analysis.
*/
import type { ToolConfiguration } from '@aws-sdk/client-bedrock-runtime'
export const MATCH_PROMPT_VERSION = '2026-04-23-v1'
export const MATCH_SYSTEM_PROMPT = `Du är en expert på svensk bokföring. Du matchar kvitton mot banktransaktioner för ett företag som använder gnubok.
Indata:
- Extraherad kvittodata (handlare, belopp, valuta, datum, momsbelopp)
- Upp till 5 kandidat-banktransaktioner (id, beskrivning, belopp, valuta, datum)
Uppgift: identifiera vilken (om någon) banktransaktion motsvarar kvittot.
Riktlinjer:
- Belopp bör vara identiskt eller väldigt nära (valutaväxling tillkommer om olika valutor)
- Datum: banktransaktionen bokförs ofta 0-3 dagar efter kvittodatumet
- Bankbeskrivningar är ofta förkortade versaler — matcha semantiskt, inte bokstavligt
- Om inget är trovärdigt, returnera matched=false med en kort motivering
- Motivera alltid kort på svenska varför du valde (eller inte valde)
Anropa ALLTID verktyget match_receipt_for_agent med resultatet.`
export const MATCH_TOOL_CONFIG: ToolConfiguration = {
tools: [
{
toolSpec: {
name: 'match_receipt_for_agent',
description: 'Returnera den bäst matchande kandidaten eller förklara att ingen matchar',
inputSchema: {
json: {
type: 'object',
required: ['matched', 'confidence', 'reasoning', 'alternatives'],
properties: {
matched: {
type: 'boolean',
description: 'true om en kandidat matchar, annars false',
},
transaction_id: {
type: ['string', 'null'],
description: 'id för vald kandidat (null när matched=false)',
},
confidence: {
type: 'integer',
minimum: 0,
maximum: 100,
description: 'Säkerhet 0-100. Sätt lågt när matched=false.',
},
reasoning: {
type: 'string',
description: '1-2 meningar på svenska som förklarar valet.',
},
alternatives: {
type: 'array',
description:
'Upp till 3 övriga kandidater som användaren kan välja istället, rankade efter sannolikhet (endast tillagda om matched=true).',
items: {
type: 'object',
required: ['transaction_id', 'confidence', 'reasoning'],
properties: {
transaction_id: { type: 'string' },
confidence: { type: 'integer', minimum: 0, maximum: 100 },
reasoning: { type: 'string' },
},
},
},
},
},
},
},
},
],
toolChoice: { any: {} },
}
extensions/general/ai-agent/manifest.json
-23
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@@ -1,23 +0,0 @@
{
"id": "ai-agent",
"sector": "general",
"exportName": "aiAgentExtension",
"entryPoint": "@/extensions/general/ai-agent",
"requiredEnvVars": [
"AWS_ACCESS_KEY_ID",
"AWS_SECRET_ACCESS_KEY",
"AWS_REGION"
],
"optionalEnvVars": ["BEDROCK_MODEL_ID", "BEDROCK_MAX_TOKENS"],
"npmDependencies": ["@aws-sdk/client-bedrock-runtime"],
"definition": {
"name": "AI-agent (beta)",
"category": "operations",
"icon": "Sparkles",
"dataPattern": "core",
"hasOwnData": false,
"readsCoreTables": ["invoice_inbox_items", "transactions", "ai_proposals", "ai_requests", "processing_history"],
"description": "Autonom bokföring — AI föreslår match + bokföring, du godkänner.",
"longDescription": "När ett kvitto kommer in föreslår AI-agenten först vilken banktransaktion som matchar, sedan hur det ska bokföras. Du granskar och godkänner varje steg — inget bokförs automatiskt. Om AI:n inte kan producera ett förslag (oläslig bild, ingen matchande transaktion, osäker moms) frågar den dig specifikt vad som behövs."
}
}
extensions/general/enable-banking/components/BankingSettingsPanel.tsx
+29
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@@ -30,14 +30,27 @@ export default function BankingSettingsPanel() {
const [isConnecting, setIsConnecting] = useState(false) const [isConnecting, setIsConnecting] = useState(false)
const [connectingBankName, setConnectingBankName] = useState<string | null>(null) const [connectingBankName, setConnectingBankName] = useState<string | null>(null)
const connectingRef = useRef(false) const connectingRef = useRef(false)
const releaseTimerRef = useRef<ReturnType<typeof setTimeout> | null>(null)
const [isLoading, setIsLoading] = useState(true) const [isLoading, setIsLoading] = useState(true)
const [showCsvFallback, setShowCsvFallback] = useState(false) const [showCsvFallback, setShowCsvFallback] = useState(false)
const [psuType, setPsuType] = useState<'personal' | 'business'>('business') const [psuType, setPsuType] = useState<'personal' | 'business'>('business')
// Must match STALE_THRESHOLD_MS in extensions/general/enable-banking/index.ts
const PENDING_LOCK_MS = 30 * 1000
useEffect(() => { useEffect(() => {
fetchConnections() fetchConnections()
return () => {
if (releaseTimerRef.current) clearTimeout(releaseTimerRef.current)
}
}, []) }, [])
function releaseConnectingLock() {
connectingRef.current = false
setIsConnecting(false)
setConnectingBankName(null)
}
async function fetchConnections() { async function fetchConnections() {
setIsLoading(true) setIsLoading(true)
const { data: { user } } = await supabase.auth.getUser() const { data: { user } } = await supabase.auth.getUser()
@@ -51,6 +64,22 @@ export default function BankingSettingsPanel() {
.order('created_at', { ascending: false }) .order('created_at', { ascending: false })
setBankConnections(connections || []) setBankConnections(connections || [])
// If a pending connection exists from a recent attempt (e.g. user bounced back from
// the bank's auth page), keep the connect button disabled until the server-side lock expires.
const freshPending = (connections || []).find((c) => c.status === 'pending')
if (freshPending) {
const age = Date.now() - new Date(freshPending.created_at).getTime()
const remaining = PENDING_LOCK_MS - age
if (remaining > 0) {
connectingRef.current = true
setIsConnecting(true)
setConnectingBankName(freshPending.bank_name)
if (releaseTimerRef.current) clearTimeout(releaseTimerRef.current)
releaseTimerRef.current = setTimeout(releaseConnectingLock, remaining)
}
}
setIsLoading(false) setIsLoading(false)
} }
extensions/general/enable-banking/index.ts
+1 -1
View File
@@ -134,7 +134,7 @@ export const enableBankingExtension: Extension = {
if (recentPending) { if (recentPending) {
const pendingAge = Date.now() - new Date(recentPending.created_at).getTime() const pendingAge = Date.now() - new Date(recentPending.created_at).getTime()
const STALE_THRESHOLD_MS = 5 * 60 * 1000 // 5 minutes const STALE_THRESHOLD_MS = 30 * 1000 // 30 seconds — long enough to cover the redirect handoff, short enough that an abandoned attempt doesn't block the user
if (pendingAge < STALE_THRESHOLD_MS) { if (pendingAge < STALE_THRESHOLD_MS) {
log.info('[enable-banking] Rejecting duplicate connect — recent pending exists', { log.info('[enable-banking] Rejecting duplicate connect — recent pending exists', {
extensions/general/inbox-smart-match/__tests__/fetch-candidates.test.ts
-139
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@@ -1,139 +0,0 @@
import { describe, it, expect } from 'vitest'
import {
fetchCandidateTransactions,
getMatchAnchors,
} from '@/extensions/general/inbox-smart-match/lib/fetch-candidates'
import { createQueuedMockSupabase } from '@/tests/helpers'
import type { InvoiceExtractionResult, ReceiptExtractionResult } from '@/types'
function makeReceipt(overrides?: Partial<ReceiptExtractionResult>): ReceiptExtractionResult {
return {
merchant: { name: 'Willys Hemma', orgNumber: null, vatNumber: null, isForeign: false },
receipt: { date: '2026-04-15', time: null, currency: 'SEK' },
lineItems: [],
totals: { subtotal: 239, vatAmount: 60, total: 299 },
flags: { isRestaurant: false, isSystembolaget: false, isForeignMerchant: false },
confidence: 0.9,
...overrides,
} as ReceiptExtractionResult
}
describe('fetchCandidateTransactions', () => {
it('returns empty list when extracted data is missing', async () => {
const { supabase } = createQueuedMockSupabase()
const result = await fetchCandidateTransactions(supabase as never, 'company-1', null)
expect(result).toEqual([])
})
it('returns empty list when no anchors could be derived', async () => {
const { supabase } = createQueuedMockSupabase()
const result = await fetchCandidateTransactions(
supabase as never,
'company-1',
makeReceipt({ totals: { subtotal: 0, vatAmount: 0, total: 0 } } as never)
)
expect(result).toEqual([])
})
it('ranks candidates by amount proximity and returns top 5', async () => {
const { supabase, enqueue } = createQueuedMockSupabase()
// 1. already-matched lookup (none)
enqueue({ data: [] })
// 2. candidate transactions
enqueue({
data: [
{ id: 't1', date: '2026-04-15', description: 'A', amount: -400, amount_sek: null, currency: 'SEK', merchant_name: null },
{ id: 't2', date: '2026-04-14', description: 'B', amount: -299, amount_sek: null, currency: 'SEK', merchant_name: null }, // perfect match
{ id: 't3', date: '2026-04-16', description: 'C', amount: -305, amount_sek: null, currency: 'SEK', merchant_name: null }, // close
{ id: 't4', date: '2026-04-15', description: 'D', amount: -150, amount_sek: null, currency: 'SEK', merchant_name: null },
{ id: 't5', date: '2026-04-13', description: 'E', amount: -298, amount_sek: null, currency: 'SEK', merchant_name: null },
{ id: 't6', date: '2026-04-15', description: 'F', amount: -600, amount_sek: null, currency: 'SEK', merchant_name: null },
],
})
const result = await fetchCandidateTransactions(supabase as never, 'company-1', makeReceipt())
expect(result).toHaveLength(5)
expect(result[0].id).toBe('t2') // exact match sorted first
expect(result[1].id).toBe('t5') // ±1 next
})
it('excludes transactions already claimed by other inbox items', async () => {
const { supabase, enqueue } = createQueuedMockSupabase()
// 1. already-matched lookup — t2 is already taken
enqueue({ data: [{ matched_transaction_id: 't2' }] })
// 2. candidate transactions
enqueue({
data: [
{ id: 't1', date: '2026-04-15', description: 'A', amount: -400, amount_sek: null, currency: 'SEK', merchant_name: null },
{ id: 't2', date: '2026-04-14', description: 'B', amount: -299, amount_sek: null, currency: 'SEK', merchant_name: null },
{ id: 't3', date: '2026-04-16', description: 'C', amount: -305, amount_sek: null, currency: 'SEK', merchant_name: null },
],
})
const result = await fetchCandidateTransactions(supabase as never, 'company-1', makeReceipt())
const ids = result.map((c) => c.id)
expect(ids).not.toContain('t2')
expect(ids).toContain('t3')
})
it('anchors invoices on dueDate with a ±14d window', () => {
const invoice: InvoiceExtractionResult = {
supplier: { name: 'Acme AB', orgNumber: null, vatNumber: null, address: null, bankgiro: null, plusgiro: null },
invoice: { invoiceNumber: 'INV-1', invoiceDate: '2026-03-01', dueDate: '2026-03-31', paymentReference: null, currency: 'SEK' },
lineItems: [],
totals: { subtotal: 800, vatAmount: 200, total: 1000 },
vatBreakdown: [],
confidence: 0.9,
}
const anchors = getMatchAnchors(invoice)
expect(anchors).not.toBeNull()
expect(anchors!.date).toBe('2026-03-31')
expect(anchors!.windowDaysBefore).toBe(14)
expect(anchors!.windowDaysAfter).toBe(14)
})
it('anchors invoices without dueDate on invoiceDate with a -7/+45 day window', () => {
const invoice: InvoiceExtractionResult = {
supplier: { name: 'Acme AB', orgNumber: null, vatNumber: null, address: null, bankgiro: null, plusgiro: null },
invoice: { invoiceNumber: 'INV-1', invoiceDate: '2026-03-01', dueDate: null, paymentReference: null, currency: 'SEK' },
lineItems: [],
totals: { subtotal: 800, vatAmount: 200, total: 1000 },
vatBreakdown: [],
confidence: 0.9,
}
const anchors = getMatchAnchors(invoice)
expect(anchors).not.toBeNull()
expect(anchors!.date).toBe('2026-03-01')
expect(anchors!.windowDaysBefore).toBe(7)
expect(anchors!.windowDaysAfter).toBe(45)
})
it('anchors receipts on receipt date with a ±7d window', () => {
const anchors = getMatchAnchors(makeReceipt())
expect(anchors).not.toBeNull()
expect(anchors!.date).toBe('2026-04-15')
expect(anchors!.windowDaysBefore).toBe(7)
expect(anchors!.windowDaysAfter).toBe(7)
})
it('uses amount_sek when receipt is foreign currency', async () => {
const { supabase, enqueue } = createQueuedMockSupabase()
enqueue({ data: [] }) // no already-matched
enqueue({
data: [
{ id: 't1', date: '2026-04-15', description: 'USD-denom', amount: -895, amount_sek: -895, currency: 'SEK', merchant_name: null },
],
})
const usdReceipt = makeReceipt({
receipt: { date: '2026-04-15', time: null, currency: 'USD' },
totals: { subtotal: 80, vatAmount: 0, total: 85 },
} as never)
const result = await fetchCandidateTransactions(supabase as never, 'company-1', usdReceipt)
// Amount doesn't perfectly match but the function should return it anyway
expect(result).toHaveLength(1)
expect(result[0].id).toBe('t1')
})
})
extensions/general/inbox-smart-match/__tests__/match-receipt.test.ts
-134
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@@ -1,134 +0,0 @@
import { describe, it, expect, vi, beforeEach } from 'vitest'
// Mock Bedrock SDK before importing the module under test
const mockSend = vi.fn()
vi.mock('@aws-sdk/client-bedrock-runtime', () => {
class ConverseCommand {
public input: unknown
constructor(input: unknown) { this.input = input }
}
class BedrockRuntimeClient {
send(command: unknown) { return mockSend(command) }
}
return { BedrockRuntimeClient, ConverseCommand }
})
import { matchReceiptToCandidate } from '@/extensions/general/inbox-smart-match/lib/match-receipt'
import type { ReceiptExtractionResult } from '@/types'
import type { CandidateTransaction } from '@/extensions/general/inbox-smart-match/lib/fetch-candidates'
function makeExtracted(): ReceiptExtractionResult {
return {
merchant: { name: 'Willys Hemma', orgNumber: null, vatNumber: null, isForeign: false },
receipt: { date: '2026-04-15', time: null, currency: 'SEK' },
lineItems: [],
totals: { subtotal: 239, vatAmount: 60, total: 299 },
flags: { isRestaurant: false, isSystembolaget: false, isForeignMerchant: false },
confidence: 0.9,
} as ReceiptExtractionResult
}
function makeCandidates(): CandidateTransaction[] {
return [
{ id: 't1', date: '2026-04-15', description: 'WILLYS SÖDERM', amount: -299, amount_sek: null, currency: 'SEK', merchant_name: 'Willys' },
{ id: 't2', date: '2026-04-14', description: 'ICA MAXI', amount: -312, amount_sek: null, currency: 'SEK', merchant_name: 'ICA' },
]
}
function mockBedrockResponse(toolInput: Record<string, unknown>) {
mockSend.mockResolvedValue({
output: {
message: {
content: [
{
toolUse: {
toolUseId: 'id',
name: 'match_receipt',
input: toolInput,
},
},
],
},
},
usage: { inputTokens: 100, outputTokens: 20 },
})
}
describe('matchReceiptToCandidate', () => {
beforeEach(() => {
mockSend.mockReset()
process.env.AWS_ACCESS_KEY_ID = 'test'
process.env.AWS_SECRET_ACCESS_KEY = 'test'
process.env.AWS_REGION = 'eu-north-1'
})
it('returns a matched result when LLM picks a valid candidate', async () => {
mockBedrockResponse({
matched: true,
transaction_id: 't1',
confidence: 96,
reasoning: 'Exakt belopp och datum. Willys matchar WILLYS SÖDERM.',
})
const result = await matchReceiptToCandidate({
extracted: makeExtracted(),
candidates: makeCandidates(),
})
expect(result.matched).toBe(true)
expect(result.transactionId).toBe('t1')
expect(result.confidence).toBeCloseTo(0.96, 2)
expect(result.reasoning).toContain('Willys')
})
it('returns no match when LLM says matched=false', async () => {
mockBedrockResponse({
matched: false,
transaction_id: null,
confidence: 10,
reasoning: 'Ingen kandidat har rätt belopp eller handlare.',
})
const result = await matchReceiptToCandidate({
extracted: makeExtracted(),
candidates: makeCandidates(),
})
expect(result.matched).toBe(false)
expect(result.transactionId).toBeNull()
expect(result.confidence).toBeCloseTo(0.1, 2)
})
it('degrades to no-match when LLM returns unknown transaction_id', async () => {
mockBedrockResponse({
matched: true,
transaction_id: 'hallucinated-id-not-in-candidates',
confidence: 80,
reasoning: 'Detta är fel id',
})
const result = await matchReceiptToCandidate({
extracted: makeExtracted(),
candidates: makeCandidates(),
})
expect(result.matched).toBe(false)
expect(result.transactionId).toBeNull()
expect(result.confidence).toBe(0)
})
it('returns safe default when no tool use in response', async () => {
mockSend.mockResolvedValue({
output: { message: { content: [] } },
usage: { inputTokens: 0, outputTokens: 0 },
})
const result = await matchReceiptToCandidate({
extracted: makeExtracted(),
candidates: makeCandidates(),
})
expect(result.matched).toBe(false)
expect(result.transactionId).toBeNull()
})
})
extensions/general/inbox-smart-match/index.ts
-117
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@@ -1,117 +0,0 @@
import type { Extension } from '@/lib/extensions/types'
import type { EventPayload } from '@/lib/events/types'
import type { InvoiceInboxItem } from '@/types'
import type { SupabaseClient } from '@supabase/supabase-js'
import { createClient } from '@supabase/supabase-js'
import { processInboxItemMatch } from './lib/process-match'
const EXTENSION_ID = 'inbox-smart-match'
// The handler always uses a service-role client:
// - processing_history has no INSERT RLS policy (audit integrity) — only service-role can append
// - every query is scoped by company_id from the event payload
// - we write pseudonymous IDs only (PII validator enforces this at the append layer)
// Using ctx.supabase is unsafe because the registry wrapper may build an anon-key
// client when no user session exists (e.g. webhook path).
function getServiceSupabase(): SupabaseClient {
return createClient(
process.env.NEXT_PUBLIC_SUPABASE_URL!,
process.env.SUPABASE_SERVICE_ROLE_KEY!
)
}
export const inboxSmartMatchExtension: Extension = {
id: EXTENSION_ID,
name: 'Smart matchning',
version: '0.1.0',
eventHandlers: [
// When an inbox item is freshly classified, try to match it to a transaction
{
eventType: 'inbox_item.classified',
handler: async (payload: EventPayload<'inbox_item.classified'>) => {
// Match both receipts and supplier invoices — other document types
// (government letters, unknown) have nothing to match against.
if (payload.documentType !== 'receipt' && payload.documentType !== 'supplier_invoice') {
return
}
const supabase = getServiceSupabase()
try {
await processInboxItemMatch(
{
supabase,
companyId: payload.companyId,
userId: payload.userId,
extensionId: EXTENSION_ID,
triggerReason: 'classified',
},
payload.inboxItem
)
} catch (err) {
console.error(
`[${EXTENSION_ID}] Failed to process classified inbox item ${payload.inboxItem.id}:`,
err
)
}
},
},
// When new transactions land, retry matching on any receipts still waiting
{
eventType: 'transaction.synced',
handler: async (payload: EventPayload<'transaction.synced'>) => {
const newTransactionIds = payload.transactions.map((t) => t.id).filter(Boolean)
if (newTransactionIds.length === 0) return
const supabase = getServiceSupabase()
// Find pending receipts/invoices for this company. Cap at 10 per sync
// so one big bank import doesn't time out the handler; leftover pending
// items pick up on the next sync.
const { data: pendingItems, error } = await supabase
.from('invoice_inbox_items')
.select('*')
.eq('company_id', payload.companyId)
.in('document_type', ['receipt', 'supplier_invoice'])
.eq('status', 'ready')
.eq('match_method', 'pending_transaction')
.order('created_at', { ascending: false })
.limit(10)
if (error) {
console.error(`[${EXTENSION_ID}] Failed to fetch pending receipts:`, error)
return
}
if (!pendingItems || pendingItems.length === 0) return
// Run LLM calls in parallel; one failing receipt shouldn't stop the others.
const results = await Promise.allSettled(
(pendingItems as InvoiceInboxItem[]).map((item) =>
processInboxItemMatch(
{
supabase,
companyId: payload.companyId,
userId: payload.userId,
extensionId: EXTENSION_ID,
triggerReason: 'transaction_synced',
},
item
)
)
)
results.forEach((r, i) => {
if (r.status === 'rejected') {
const itemId = (pendingItems[i] as InvoiceInboxItem).id
console.error(
`[${EXTENSION_ID}] Retroactive match failed for item ${itemId}:`,
r.reason
)
}
})
},
},
],
}
extensions/general/inbox-smart-match/lib/fetch-candidates.ts
-170
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@@ -1,170 +0,0 @@
/**
* Candidate transaction fetcher — deterministic narrowing before the LLM call.
*
* Pulls unbooked expense transactions near the document's payment date,
* ordered by how close their amount is to the document total. Limits to top 5
* so the LLM has a focused candidate set and the token cost stays bounded.
*
* Anchor date selection:
* - Receipts: receipt date ±7 days (paid on the spot)
* - Invoices with dueDate: dueDate ±14 days (covers early and late payments)
* - Invoices without dueDate: invoiceDate, window shifted forward to cover
* standard 30-day terms (invoiceDate-7 .. invoiceDate+45)
*/
import type { SupabaseClient } from '@supabase/supabase-js'
import type { InvoiceExtractionResult, ReceiptExtractionResult } from '@/types'
const MAX_CANDIDATES = 5
export interface CandidateTransaction {
id: string
date: string
description: string
amount: number
amount_sek: number | null
currency: string
merchant_name: string | null
}
export type ExtractedDocument = ReceiptExtractionResult | InvoiceExtractionResult
export interface MatchAnchors {
date: string
amount: number
currency: string
counterpartyName: string | null
windowDaysBefore: number
windowDaysAfter: number
}
function isInvoiceExtraction(e: ExtractedDocument): e is InvoiceExtractionResult {
return 'invoice' in e && typeof (e as InvoiceExtractionResult).invoice === 'object'
}
/**
* Extract the reference date and absolute amount from a classified document's
* extracted data. Returns null if required fields are missing.
*/
export function getMatchAnchors(extracted: ExtractedDocument | null): MatchAnchors | null {
if (!extracted) return null
let date: string | null
let currency: string
let counterpartyName: string | null
let windowDaysBefore: number
let windowDaysAfter: number
if (isInvoiceExtraction(extracted)) {
const dueDate = extracted.invoice?.dueDate ?? null
const invoiceDate = extracted.invoice?.invoiceDate ?? null
if (dueDate) {
date = dueDate
windowDaysBefore = 14
windowDaysAfter = 14
} else {
date = invoiceDate
windowDaysBefore = 7
windowDaysAfter = 45
}
currency = extracted.invoice?.currency ?? 'SEK'
counterpartyName = extracted.supplier?.name ?? null
} else {
date = extracted.receipt?.date ?? null
currency = extracted.receipt?.currency ?? 'SEK'
counterpartyName = extracted.merchant?.name ?? null
windowDaysBefore = 7
windowDaysAfter = 7
}
const amount = extracted.totals?.total ?? null
if (!date || amount == null || amount <= 0) return null
return { date, amount, currency, counterpartyName, windowDaysBefore, windowDaysAfter }
}
/**
* Fetch up to MAX_CANDIDATES unbooked expense transactions near the document's
* date + amount. Ordering prefers exact amount matches first.
*/
export async function fetchCandidateTransactions(
supabase: SupabaseClient,
companyId: string,
extracted: ExtractedDocument | null
): Promise<CandidateTransaction[]> {
const anchors = getMatchAnchors(extracted)
if (!anchors) return []
const anchorDate = new Date(anchors.date)
if (isNaN(anchorDate.getTime())) return []
const windowStart = new Date(anchorDate)
windowStart.setUTCDate(windowStart.getUTCDate() - anchors.windowDaysBefore)
const windowEnd = new Date(anchorDate)
windowEnd.setUTCDate(windowEnd.getUTCDate() + anchors.windowDaysAfter)
// Exclude transactions already claimed by any other inbox item in this
// company. The partial unique index on (company_id, matched_transaction_id)
// is the final guard against concurrent double-matches, but filtering up
// front saves an LLM roundtrip on the obvious cases.
const { data: claimed, error: claimedError } = await supabase
.from('invoice_inbox_items')
.select('matched_transaction_id')
.eq('company_id', companyId)
.not('matched_transaction_id', 'is', null)
if (claimedError) {
throw new Error(`Failed to load matched transactions: ${claimedError.message}`)
}
const excludedIds = new Set(
(claimed ?? [])
.map((row) => (row as { matched_transaction_id: string | null }).matched_transaction_id)
.filter((id): id is string => typeof id === 'string' && id.length > 0)
)
// Pull negative-amount (expense) transactions without a journal entry in the window
const { data, error } = await supabase
.from('transactions')
.select('id, date, description, amount, amount_sek, currency, merchant_name')
.eq('company_id', companyId)
.is('journal_entry_id', null)
.lt('amount', 0)
.gte('date', windowStart.toISOString().slice(0, 10))
.lte('date', windowEnd.toISOString().slice(0, 10))
.order('date', { ascending: false })
.limit(50)
if (error) {
throw new Error(`Failed to fetch candidate transactions: ${error.message}`)
}
if (!data || data.length === 0) return []
const filtered = excludedIds.size > 0
? data.filter((tx) => !excludedIds.has(tx.id as string))
: data
if (filtered.length === 0) return []
// Rank candidates by amount proximity. For SEK documents we compare directly,
// for other currencies we prefer amount_sek if the document amount has been converted.
const anchorAbs = Math.abs(anchors.amount)
const scored = filtered.map((tx) => {
const txAmount = Math.abs(Number(tx.amount) || 0)
const txSek = tx.amount_sek == null ? null : Math.abs(Number(tx.amount_sek))
const primaryDiff = Math.abs(txAmount - anchorAbs)
const sekDiff = txSek == null ? Infinity : Math.abs(txSek - anchorAbs)
const bestDiff = Math.min(primaryDiff, sekDiff)
return { tx, diff: bestDiff }
})
scored.sort((a, b) => a.diff - b.diff)
return scored.slice(0, MAX_CANDIDATES).map(({ tx }) => ({
id: tx.id,
date: tx.date,
description: tx.description ?? '',
amount: Number(tx.amount),
amount_sek: tx.amount_sek == null ? null : Number(tx.amount_sek),
currency: tx.currency ?? 'SEK',
merchant_name: tx.merchant_name ?? null,
}))
}
extensions/general/inbox-smart-match/lib/match-receipt.ts
-200
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@@ -1,200 +0,0 @@
/**
* Text-only LLM matcher — decides which candidate bank transaction (if any)
* corresponds to a classified receipt. Uses Bedrock Converse with structured
* tool output. No image input: the receipt is already represented by the
* extracted data, and candidates are pure text.
*/
import {
BedrockRuntimeClient,
ConverseCommand,
type ContentBlock,
type Message,
type ToolConfiguration,
} from '@aws-sdk/client-bedrock-runtime'
import type { CandidateTransaction, ExtractedDocument } from './fetch-candidates'
import { getMatchAnchors } from './fetch-candidates'
export interface ReceiptMatchResult {
matched: boolean
transactionId: string | null
confidence: number // 0..1
reasoning: string
usage: { inputTokens: number; outputTokens: number }
}
let _client: BedrockRuntimeClient | null = null
function getClient(): BedrockRuntimeClient {
if (!_client) {
_client = new BedrockRuntimeClient({
region: process.env.AWS_REGION || 'eu-north-1',
credentials: {
accessKeyId: process.env.AWS_ACCESS_KEY_ID!,
secretAccessKey: process.env.AWS_SECRET_ACCESS_KEY!,
},
})
}
return _client
}
const SYSTEM_PROMPT = `Du är en expert på att matcha svenska bokföringsdokument (kvitton, fakturor) mot banktransaktioner.
Du får:
- Dokumentdata (handlare/leverantör, belopp, valuta, datum) från AI-extraktion
- En lista med kandidat-banktransaktioner (id, beskrivning, belopp, valuta, datum)
Uppgift: identifiera vilken (om någon) banktransaktion som motsvarar dokumentet.
Resonera utifrån:
- Belopp: bör vara identiskt eller mycket nära (ta hänsyn till valutaväxling om olika valutor)
- Datum: för kvitton bokförs banktransaktionen ofta 0-3 dagar efter köpet; för leverantörsfakturor kan betalningen ske flera dagar till veckor efter fakturadatum
- Handlare/leverantör: bankens beskrivning är ofta förkortad/versaler ("WILLYS SÖDERM" = "Willys Hemma Södermalm"). Matcha semantiskt, inte bokstavligt
Om inget förslag är trovärdigt — returnera matched=false.
Anropa ALLTID verktyget match_receipt med resultatet.
Motivering ska vara kort, på svenska och förklara varför transaktionen valdes.`
const MATCH_TOOL: ToolConfiguration = {
tools: [
{
toolSpec: {
name: 'match_receipt',
description: 'Returnera vilken kandidat-transaktion som matchar kvittot',
inputSchema: {
json: {
type: 'object',
required: ['matched', 'confidence', 'reasoning'],
properties: {
matched: {
type: 'boolean',
description: 'true om en kandidat matchar, false annars',
},
transaction_id: {
type: ['string', 'null'],
description: 'id för den matchande kandidaten (null om matched=false)',
},
confidence: {
type: 'integer',
minimum: 0,
maximum: 100,
description: 'Säkerhet 0-100. Sätt lågt när matched=false.',
},
reasoning: {
type: 'string',
description: '1-2 meningar på svenska som förklarar beslutet.',
},
},
},
},
},
},
],
toolChoice: { any: {} },
}
export interface MatchReceiptInput {
extracted: ExtractedDocument
candidates: CandidateTransaction[]
}
/**
* Call Bedrock to choose the best matching transaction.
* Returns a neutral result (matched=false) if the model doesn't find a fit or
* the tool schema is missing from the response.
*/
export async function matchReceiptToCandidate(
input: MatchReceiptInput
): Promise<ReceiptMatchResult> {
const anchors = getMatchAnchors(input.extracted)
const receiptBrief = {
merchant: anchors?.counterpartyName ?? null,
amount: anchors?.amount ?? null,
currency: anchors?.currency ?? 'SEK',
date: anchors?.date ?? null,
vat_amount: input.extracted.totals?.vatAmount ?? null,
}
const candidateLines = input.candidates.map((c) => ({
id: c.id,
date: c.date,
description: c.description,
amount: c.amount,
amount_sek: c.amount_sek,
currency: c.currency,
merchant_name: c.merchant_name,
}))
const userPrompt = `Dokument:
${JSON.stringify(receiptBrief, null, 2)}
Kandidat-transaktioner:
${JSON.stringify(candidateLines, null, 2)}
Vilken transaktion matchar dokumentet? Om ingen matchar, returnera matched=false.`
const messages: Message[] = [
{
role: 'user',
content: [{ text: userPrompt }],
},
]
const modelId = process.env.BEDROCK_MODEL_ID || 'eu.anthropic.claude-sonnet-4-6'
const maxTokens = parseInt(process.env.BEDROCK_MAX_TOKENS || '1024', 10)
const command = new ConverseCommand({
modelId,
messages,
system: [{ text: SYSTEM_PROMPT }],
toolConfig: MATCH_TOOL,
inferenceConfig: { maxTokens, temperature: 0 },
})
const response = await getClient().send(command)
const usage = {
inputTokens: response.usage?.inputTokens ?? 0,
outputTokens: response.usage?.outputTokens ?? 0,
}
const outputMessage = response.output?.message
if (!outputMessage?.content) {
return { matched: false, transactionId: null, confidence: 0, reasoning: 'Inget LLM-svar', usage }
}
const toolUseBlock = outputMessage.content.find(
(block): block is ContentBlock.ToolUseMember => 'toolUse' in block && block.toolUse !== undefined
)
if (!toolUseBlock?.toolUse?.input) {
return { matched: false, transactionId: null, confidence: 0, reasoning: 'Inget verktygsanrop', usage }
}
const raw = toolUseBlock.toolUse.input as Record<string, unknown>
const matched = Boolean(raw.matched)
const rawId = typeof raw.transaction_id === 'string' ? raw.transaction_id : null
const transactionId = matched
? (input.candidates.find((c) => c.id === rawId)?.id ?? null)
: null
const confidenceRaw = Number(raw.confidence)
const confidence =
isFinite(confidenceRaw)
? Math.min(1, Math.max(0, confidenceRaw / 100))
: 0
const reasoning = typeof raw.reasoning === 'string' ? raw.reasoning.trim() : ''
// If LLM said matched but we can't resolve the transaction_id to a candidate,
// degrade gracefully to unmatched so downstream isn't left dangling.
if (matched && !transactionId) {
return {
matched: false,
transactionId: null,
confidence: 0,
reasoning: reasoning || 'LLM angav ogiltigt transaction_id',
usage,
}
}
return { matched, transactionId, confidence, reasoning, usage }
}
extensions/general/inbox-smart-match/lib/process-match.ts
-214
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@@ -1,214 +0,0 @@
/**
* Core matching flow — deterministic narrowing + LLM call + persistence +
* processing_history audit events. Called from both the classify handler and
* the transaction-sync retroactive handler.
*/
import type { SupabaseClient } from '@supabase/supabase-js'
import type { InvoiceInboxItem } from '@/types'
import { appendProcessingHistory } from '@/lib/processing-history/append'
import { fetchCandidateTransactions, type ExtractedDocument } from './fetch-candidates'
import { matchReceiptToCandidate } from './match-receipt'
export interface MatchContext {
supabase: SupabaseClient
companyId: string
userId: string
extensionId: string
triggerReason: 'classified' | 'transaction_synced'
}
export interface MatchOutcome {
status: 'matched' | 'no_match' | 'pending_transaction' | 'skipped'
transactionId: string | null
confidence: number
reasoning: string
}
/**
* Process a single classified-receipt inbox item through the matcher pipeline.
* Writes match fields + appends processing_history. Swallows internal errors
* so one failing receipt doesn't break the whole event handler.
*/
export async function processInboxItemMatch(
ctx: MatchContext,
item: InvoiceInboxItem
): Promise<MatchOutcome> {
const tag = `[inbox-smart-match] item=${item.id} trigger=${ctx.triggerReason}`
// Match both receipts and supplier invoices — both have comparable anchors
// (date, amount, counterparty, currency) and the downstream LLM prompt is
// shape-agnostic.
if (item.document_type !== 'receipt' && item.document_type !== 'supplier_invoice') {
return { status: 'skipped', transactionId: null, confidence: 0, reasoning: '' }
}
if (item.status !== 'ready') {
return { status: 'skipped', transactionId: null, confidence: 0, reasoning: '' }
}
if (!item.extracted_data) {
return { status: 'skipped', transactionId: null, confidence: 0, reasoning: '' }
}
const correlationId = item.correlation_id ?? crypto.randomUUID()
// If we just minted a fresh correlation_id (legacy row predating the column),
// persist it so retries reuse the same thread through processing_history.
if (!item.correlation_id) {
const { error: corrError } = await ctx.supabase
.from('invoice_inbox_items')
.update({ correlation_id: correlationId })
.eq('id', item.id)
if (corrError) {
console.error(`${tag} — failed to persist correlation_id:`, corrError)
// non-fatal — we still proceed with matching under the in-memory ID
}
}
const extracted = item.extracted_data as unknown as ExtractedDocument
const candidates = await fetchCandidateTransactions(ctx.supabase, ctx.companyId, extracted)
// Append DeterministicMatch event — records that the narrowing ran
let deterministicEventId: string
try {
deterministicEventId = await appendProcessingHistory({
companyId: ctx.companyId,
correlationId,
aggregateType: 'MatchProposal',
aggregateId: item.id,
eventType: 'MatchAttemptedDeterministic',
payload: {
inbox_item_id: item.id,
candidate_count: candidates.length,
candidate_ids: candidates.map((c) => c.id),
window_days: 7,
trigger: ctx.triggerReason,
},
actor: { type: 'system', id: ctx.extensionId },
occurredAt: new Date(),
})
} catch (err) {
console.error(`${tag} — failed to append MatchAttemptedDeterministic:`, err)
return { status: 'no_match', transactionId: null, confidence: 0, reasoning: '' }
}
// No candidates → mark pending, wait for bank sync
if (candidates.length === 0) {
await ctx.supabase
.from('invoice_inbox_items')
.update({
match_method: 'pending_transaction',
match_confidence: null,
matched_transaction_id: null,
match_reasoning: 'Inväntar matchande banktransaktion',
})
.eq('id', item.id)
return {
status: 'pending_transaction',
transactionId: null,
confidence: 0,
reasoning: 'Inväntar matchande banktransaktion',
}
}
// LLM chooses among candidates
let llm
try {
llm = await matchReceiptToCandidate({ extracted, candidates })
} catch (err) {
console.error(`${tag} — LLM matcher failed:`, err)
// Don't overwrite existing state on LLM failure; just log and exit
return { status: 'no_match', transactionId: null, confidence: 0, reasoning: '' }
}
// Record the LLM attempt in processing_history
try {
await appendProcessingHistory({
companyId: ctx.companyId,
correlationId,
causationId: deterministicEventId,
aggregateType: 'MatchProposal',
aggregateId: item.id,
eventType: 'MatchAttemptedLlm',
payload: {
inbox_item_id: item.id,
matched: llm.matched,
chosen_transaction_id: llm.transactionId,
confidence: llm.confidence,
llm_input_tokens: llm.usage.inputTokens,
llm_output_tokens: llm.usage.outputTokens,
candidate_count: candidates.length,
},
actor: { type: 'llm', id: 'match_receipt' },
occurredAt: new Date(),
})
} catch (err) {
console.error(`${tag} — failed to append MatchAttemptedLlm:`, err)
}
// Persist match. The (company_id, matched_transaction_id) partial unique
// index means a concurrent second inbox item trying to claim the same
// transaction will get a 23505 — we catch that and downgrade this one
// to pending_transaction instead of overwriting the winner.
if (llm.matched && llm.transactionId) {
const { error: updateError } = await ctx.supabase
.from('invoice_inbox_items')
.update({
matched_transaction_id: llm.transactionId,
match_confidence: llm.confidence,
match_method: 'llm',
match_reasoning: llm.reasoning,
})
.eq('id', item.id)
if (updateError) {
const code = (updateError as { code?: string }).code
if (code === '23505') {
// Another receipt won the race for this transaction.
await ctx.supabase
.from('invoice_inbox_items')
.update({
matched_transaction_id: null,
match_method: 'pending_transaction',
match_confidence: null,
match_reasoning: 'Transaktionen matchades först till ett annat kvitto',
})
.eq('id', item.id)
return {
status: 'pending_transaction',
transactionId: null,
confidence: 0,
reasoning: 'Transaktionen matchades först till ett annat kvitto',
}
}
console.error(`${tag} — failed to persist match:`, updateError)
return { status: 'no_match', transactionId: null, confidence: 0, reasoning: '' }
}
return {
status: 'matched',
transactionId: llm.transactionId,
confidence: llm.confidence,
reasoning: llm.reasoning,
}
}
// LLM said no match among the candidates — record explanatory reasoning
await ctx.supabase
.from('invoice_inbox_items')
.update({
matched_transaction_id: null,
match_confidence: llm.confidence,
match_method: 'pending_transaction',
match_reasoning: llm.reasoning || 'AI kunde inte hitta matchande transaktion bland kandidaterna',
})
.eq('id', item.id)
return {
status: 'no_match',
transactionId: null,
confidence: llm.confidence,
reasoning: llm.reasoning,
}
}
extensions/general/inbox-smart-match/manifest.json
-23
View File
@@ -1,23 +0,0 @@
{
"id": "inbox-smart-match",
"sector": "general",
"exportName": "inboxSmartMatchExtension",
"entryPoint": "@/extensions/general/inbox-smart-match",
"requiredEnvVars": [
"AWS_ACCESS_KEY_ID",
"AWS_SECRET_ACCESS_KEY",
"AWS_REGION"
],
"optionalEnvVars": ["BEDROCK_MODEL_ID", "BEDROCK_MAX_TOKENS"],
"npmDependencies": ["@aws-sdk/client-bedrock-runtime"],
"definition": {
"name": "Smart matchning",
"category": "operations",
"icon": "Sparkles",
"dataPattern": "core",
"hasOwnData": false,
"readsCoreTables": ["invoice_inbox_items", "transactions", "processing_history"],
"description": "AI-driven matchning av kvitton mot banktransaktioner",
"longDescription": "När ett kvitto klassificeras i inkorgen föreslår AI den mest sannolika matchande banktransaktionen, med motivering. Körs även retroaktivt när nya transaktioner synkas in. Kräver AWS Bedrock."
}
}
extensions/general/invoice-inbox/__tests__/convert-route.test.ts
+51 -56
View File
@@ -1,4 +1,4 @@
import { describe, it, expect, vi, beforeEach } from 'vitest' import { describe, it, expect, vi } from 'vitest'
import { invoiceInboxExtension } from '@/extensions/general/invoice-inbox' import { invoiceInboxExtension } from '@/extensions/general/invoice-inbox'
import { import {
createQueuedMockSupabase, createQueuedMockSupabase,
@@ -38,7 +38,6 @@ function buildCtx(supabase: unknown, overrides: Partial<ExtensionContext> = {}):
} }
const SUPPLIER_UUID = '00000000-0000-4000-8000-000000000001' const SUPPLIER_UUID = '00000000-0000-4000-8000-000000000001'
const ITEM_UUID = '00000000-0000-4000-8000-000000000002'
const VALID_CONVERT_BODY = { const VALID_CONVERT_BODY = {
supplier_id: SUPPLIER_UUID, supplier_id: SUPPLIER_UUID,
@@ -68,7 +67,7 @@ describe('POST /items/:id/convert', () => {
it('returns 404 when item not found', async () => { it('returns 404 when item not found', async () => {
const { supabase, enqueue } = createQueuedMockSupabase() const { supabase, enqueue } = createQueuedMockSupabase()
enqueue({ data: null, error: { message: 'Not found' } }) // fetch inbox item enqueue({ data: null, error: { message: 'Not found' } })
const ctx = buildCtx(supabase) const ctx = buildCtx(supabase)
const request = createMockRequest('/items/item-1/convert', { const request = createMockRequest('/items/item-1/convert', {
@@ -81,9 +80,14 @@ describe('POST /items/:id/convert', () => {
expect(status).toBe(404) expect(status).toBe(404)
}) })
it('returns 409 when item status is not ready', async () => { it('returns 409 when item already linked to a supplier invoice', async () => {
const { supabase, enqueue } = createQueuedMockSupabase() const { supabase, enqueue } = createQueuedMockSupabase()
enqueue({ data: makeInvoiceInboxItem({ status: 'confirmed' }) }) // fetch inbox item enqueue({
data: makeInvoiceInboxItem({
status: 'received',
created_supplier_invoice_id: 'existing-1',
}),
})
const ctx = buildCtx(supabase) const ctx = buildCtx(supabase)
const request = createMockRequest('/items/item-1/convert', { const request = createMockRequest('/items/item-1/convert', {
@@ -98,12 +102,12 @@ describe('POST /items/:id/convert', () => {
it('returns 400 when required fields missing', async () => { it('returns 400 when required fields missing', async () => {
const { supabase, enqueue } = createQueuedMockSupabase() const { supabase, enqueue } = createQueuedMockSupabase()
enqueue({ data: makeInvoiceInboxItem({ status: 'ready' }) }) // fetch inbox item enqueue({ data: makeInvoiceInboxItem({ status: 'received' }) })
const ctx = buildCtx(supabase) const ctx = buildCtx(supabase)
const request = createMockRequest('/items/item-1/convert', { const request = createMockRequest('/items/item-1/convert', {
method: 'POST', method: 'POST',
body: { items: [] }, // missing required fields body: { items: [] },
searchParams: { _id: 'item-1' }, searchParams: { _id: 'item-1' },
}) })
const res = await route.handler(request, ctx) const res = await route.handler(request, ctx)
@@ -113,8 +117,8 @@ describe('POST /items/:id/convert', () => {
it('returns 404 when supplier not found in company', async () => { it('returns 404 when supplier not found in company', async () => {
const { supabase, enqueue } = createQueuedMockSupabase() const { supabase, enqueue } = createQueuedMockSupabase()
enqueue({ data: makeInvoiceInboxItem({ status: 'ready' }) }) // fetch inbox item enqueue({ data: makeInvoiceInboxItem({ status: 'received' }) })
enqueue({ data: null, error: { message: 'Not found' } }) // fetch supplier enqueue({ data: null, error: { message: 'Not found' } })
const ctx = buildCtx(supabase) const ctx = buildCtx(supabase)
const request = createMockRequest('/items/item-1/convert', { const request = createMockRequest('/items/item-1/convert', {
@@ -129,7 +133,7 @@ describe('POST /items/:id/convert', () => {
it('successfully converts inbox item to supplier invoice', async () => { it('successfully converts inbox item to supplier invoice', async () => {
const { supabase, enqueue } = createQueuedMockSupabase() const { supabase, enqueue } = createQueuedMockSupabase()
const inboxItem = makeInvoiceInboxItem({ status: 'ready', document_id: 'doc-1' }) const inboxItem = makeInvoiceInboxItem({ status: 'received', document_id: 'doc-1' })
const supplier = makeSupplier({ id: 'supplier-1' }) const supplier = makeSupplier({ id: 'supplier-1' })
const createdInvoice = { const createdInvoice = {
id: 'invoice-1', id: 'invoice-1',
@@ -142,13 +146,13 @@ describe('POST /items/:id/convert', () => {
status: 'registered', status: 'registered',
} }
enqueue({ data: inboxItem }) // fetch inbox item enqueue({ data: inboxItem })
enqueue({ data: supplier }) // fetch supplier enqueue({ data: supplier })
enqueue({ data: 42 }) // get_next_arrival_number RPC enqueue({ data: 42 })
enqueue({ data: createdInvoice }) // insert supplier_invoices enqueue({ data: createdInvoice })
enqueue({ data: null, error: null }) // insert supplier_invoice_items enqueue({ data: null, error: null })
enqueue({ data: makeCompanySettings({ accounting_method: 'cash' }) }) // company_settings enqueue({ data: makeCompanySettings({ accounting_method: 'cash' }) })
enqueue({ data: null, error: null }) // update inbox item enqueue({ data: null, error: null })
const ctx = buildCtx(supabase) const ctx = buildCtx(supabase)
const request = createMockRequest('/items/item-1/convert', { const request = createMockRequest('/items/item-1/convert', {
@@ -166,13 +170,13 @@ describe('POST /items/:id/convert', () => {
it('emits supplier_invoice.registered and supplier_invoice.confirmed events', async () => { it('emits supplier_invoice.registered and supplier_invoice.confirmed events', async () => {
const { supabase, enqueue } = createQueuedMockSupabase() const { supabase, enqueue } = createQueuedMockSupabase()
enqueue({ data: makeInvoiceInboxItem({ status: 'ready' }) }) enqueue({ data: makeInvoiceInboxItem({ status: 'received' }) })
enqueue({ data: makeSupplier({ id: SUPPLIER_UUID }) }) enqueue({ data: makeSupplier({ id: SUPPLIER_UUID }) })
enqueue({ data: 42 }) // arrival number enqueue({ data: 42 })
enqueue({ data: { id: 'invoice-1', status: 'registered' } }) // insert enqueue({ data: { id: 'invoice-1', status: 'registered' } })
enqueue({ data: null, error: null }) // insert items enqueue({ data: null, error: null })
enqueue({ data: makeCompanySettings({ accounting_method: 'cash' }) }) enqueue({ data: makeCompanySettings({ accounting_method: 'cash' }) })
enqueue({ data: null, error: null }) // update inbox item enqueue({ data: null, error: null })
const ctx = buildCtx(supabase) const ctx = buildCtx(supabase)
const request = createMockRequest('/items/item-1/convert', { const request = createMockRequest('/items/item-1/convert', {
@@ -192,14 +196,14 @@ describe('POST /items/:id/convert', () => {
const { createSupplierInvoiceRegistrationEntry } = await import('@/lib/bookkeeping/supplier-invoice-entries') const { createSupplierInvoiceRegistrationEntry } = await import('@/lib/bookkeeping/supplier-invoice-entries')
const { supabase, enqueue } = createQueuedMockSupabase() const { supabase, enqueue } = createQueuedMockSupabase()
enqueue({ data: makeInvoiceInboxItem({ status: 'ready' }) }) enqueue({ data: makeInvoiceInboxItem({ status: 'received' }) })
enqueue({ data: makeSupplier({ id: SUPPLIER_UUID }) }) enqueue({ data: makeSupplier({ id: SUPPLIER_UUID }) })
enqueue({ data: 42 }) // arrival number enqueue({ data: 42 })
enqueue({ data: { id: 'invoice-1', status: 'registered' } }) // insert invoice enqueue({ data: { id: 'invoice-1', status: 'registered' } })
enqueue({ data: null, error: null }) // insert items enqueue({ data: null, error: null })
enqueue({ data: makeCompanySettings({ accounting_method: 'accrual' }) }) enqueue({ data: makeCompanySettings({ accounting_method: 'accrual' }) })
enqueue({ data: null, error: null }) // update registration_journal_entry_id enqueue({ data: null, error: null })
enqueue({ data: null, error: null }) // update inbox item enqueue({ data: null, error: null })
const ctx = buildCtx(supabase) const ctx = buildCtx(supabase)
const request = createMockRequest('/items/item-1/convert', { const request = createMockRequest('/items/item-1/convert', {
@@ -213,25 +217,17 @@ describe('POST /items/:id/convert', () => {
expect(status).toBe(200) expect(status).toBe(200)
expect(body.data.registration_journal_entry_id).toBe('je-1') expect(body.data.registration_journal_entry_id).toBe('je-1')
expect(createSupplierInvoiceRegistrationEntry).toHaveBeenCalled() expect(createSupplierInvoiceRegistrationEntry).toHaveBeenCalled()
// The emitted supplier_invoice.confirmed payload must reflect the just-written
// registration_journal_entry_id so the core handler's payload-level guard
// short-circuits instead of double-posting.
const emitCalls = (ctx.emit as ReturnType<typeof vi.fn>).mock.calls
const confirmed = emitCalls.find((c) => c[0].type === 'supplier_invoice.confirmed')
expect(confirmed).toBeDefined()
expect(confirmed![0].payload.supplierInvoice.registration_journal_entry_id).toBe('je-1')
}) })
}) })
// ── PATCH /items/:id/reject ────────────────────────────────── // ── DELETE /items/:id ────────────────────────────────────────
describe('PATCH /items/:id/reject', () => { describe('DELETE /items/:id', () => {
const route = findRoute('PATCH', '/items/:id/reject') const route = findRoute('DELETE', '/items/:id')
it('returns 401 when no context', async () => { it('returns 401 when no context', async () => {
const request = createMockRequest('/items/item-1/reject', { const request = createMockRequest('/items/item-1', {
method: 'PATCH', method: 'DELETE',
searchParams: { _id: 'item-1' }, searchParams: { _id: 'item-1' },
}) })
const res = await route.handler(request, undefined) const res = await route.handler(request, undefined)
@@ -241,11 +237,11 @@ describe('PATCH /items/:id/reject', () => {
it('returns 404 when item not found', async () => { it('returns 404 when item not found', async () => {
const { supabase, enqueue } = createQueuedMockSupabase() const { supabase, enqueue } = createQueuedMockSupabase()
enqueue({ data: null, error: { message: 'Not found' } }) enqueue({ data: null })
const ctx = buildCtx(supabase) const ctx = buildCtx(supabase)
const request = createMockRequest('/items/item-1/reject', { const request = createMockRequest('/items/item-1', {
method: 'PATCH', method: 'DELETE',
searchParams: { _id: 'item-1' }, searchParams: { _id: 'item-1' },
}) })
const res = await route.handler(request, ctx) const res = await route.handler(request, ctx)
@@ -253,13 +249,13 @@ describe('PATCH /items/:id/reject', () => {
expect(status).toBe(404) expect(status).toBe(404)
}) })
it('returns 409 when item already confirmed', async () => { it('returns 409 when item is linked to a supplier invoice', async () => {
const { supabase, enqueue } = createQueuedMockSupabase() const { supabase, enqueue } = createQueuedMockSupabase()
enqueue({ data: { id: 'item-1', status: 'confirmed' } }) enqueue({ data: { id: 'item-1', created_supplier_invoice_id: 'inv-1' } })
const ctx = buildCtx(supabase) const ctx = buildCtx(supabase)
const request = createMockRequest('/items/item-1/reject', { const request = createMockRequest('/items/item-1', {
method: 'PATCH', method: 'DELETE',
searchParams: { _id: 'item-1' }, searchParams: { _id: 'item-1' },
}) })
const res = await route.handler(request, ctx) const res = await route.handler(request, ctx)
@@ -267,20 +263,19 @@ describe('PATCH /items/:id/reject', () => {
expect(status).toBe(409) expect(status).toBe(409)
}) })
it('updates item status to rejected', async () => { it('deletes a free-standing inbox item', async () => {
const { supabase, enqueue } = createQueuedMockSupabase() const { supabase, enqueue } = createQueuedMockSupabase()
enqueue({ data: { id: 'item-1', status: 'ready' } }) // fetch enqueue({ data: { id: 'item-1', created_supplier_invoice_id: null } })
enqueue({ data: null, error: null }) // update enqueue({ data: null, error: null })
const ctx = buildCtx(supabase) const ctx = buildCtx(supabase)
const request = createMockRequest('/items/item-1/reject', { const request = createMockRequest('/items/item-1', {
method: 'PATCH', method: 'DELETE',
searchParams: { _id: 'item-1' }, searchParams: { _id: 'item-1' },
}) })
const res = await route.handler(request, ctx) const res = await route.handler(request, ctx)
const { status, body } = await parseJsonResponse<{ data: { id: string; status: string } }>(res) const { status, body } = await parseJsonResponse<{ data: { deleted: boolean } }>(res)
expect(status).toBe(200) expect(status).toBe(200)
expect(body.data.status).toBe('rejected') expect(body.data.deleted).toBe(true)
}) })
}) })
extensions/general/invoice-inbox/__tests__/extract-invoice-fields.test.ts
+150
View File
@@ -0,0 +1,150 @@
import { describe, it, expect, vi, beforeEach } from 'vitest'
import { extractInvoiceFields } from '@/extensions/general/invoice-inbox/lib/extract-invoice-fields'
// Mock pdfjs-dist so we can drive the regex extractors with canned text
// without building actual PDF binaries.
const mockGetDocument = vi.fn()
vi.mock('pdfjs-dist/legacy/build/pdf.mjs', () => ({
getDocument: (...args: unknown[]) => mockGetDocument(...args),
}))
function fakePdf(text: string) {
return {
promise: Promise.resolve({
numPages: 1,
getPage: () =>
Promise.resolve({
getTextContent: () =>
Promise.resolve({
items: text.split(/\s+/).map((str) => ({ str })),
}),
}),
}),
}
}
describe('extractInvoiceFields', () => {
beforeEach(() => {
vi.clearAllMocks()
})
it('returns empty result for non-PDF mime type', async () => {
const { data, rawText } = await extractInvoiceFields({
buffer: Buffer.from(''),
mimeType: 'image/png',
fileName: 'foo.png',
})
expect(rawText).toBeNull()
expect(data.totals.total).toBeNull()
expect(data.supplier.orgNumber).toBeNull()
})
it('returns empty result when pdfjs extracts no text (image-only PDF)', async () => {
mockGetDocument.mockReturnValueOnce(fakePdf(''))
const { data, rawText } = await extractInvoiceFields({
buffer: Buffer.from('%PDF'),
mimeType: 'application/pdf',
fileName: 'scan.pdf',
})
expect(rawText).toBe('')
expect(data.totals.total).toBeNull()
})
it('extracts a Luhn-valid org number', async () => {
// 5560125790 is a valid Swedish AB org-nr (Luhn-checked)
mockGetDocument.mockReturnValueOnce(fakePdf('Lev: Acme AB Org.nr 556012-5790 Faktura'))
const { data } = await extractInvoiceFields({
buffer: Buffer.from('%PDF'),
mimeType: 'application/pdf',
fileName: 'f.pdf',
})
expect(data.supplier.orgNumber).toBe('5560125790')
})
it('rejects org-nrs with bad Luhn digit', async () => {
mockGetDocument.mockReturnValueOnce(fakePdf('Org.nr 556012-5791'))
const { data } = await extractInvoiceFields({
buffer: Buffer.from('%PDF'),
mimeType: 'application/pdf',
fileName: 'f.pdf',
})
expect(data.supplier.orgNumber).toBeNull()
})
it('extracts a Luhn-valid OCR reference', async () => {
mockGetDocument.mockReturnValueOnce(fakePdf('OCR-nummer: 12345674'))
const { data } = await extractInvoiceFields({
buffer: Buffer.from('%PDF'),
mimeType: 'application/pdf',
fileName: 'f.pdf',
})
expect(data.invoice.paymentReference).toBe('12345674')
})
it('extracts a Luhn-valid bankgiro', async () => {
// 991-2346 is the canonical test bankgiro (Luhn-valid) used in lib/bankgiro/__tests__
mockGetDocument.mockReturnValueOnce(fakePdf('Bankgiro 991-2346 Plusgiro'))
const { data } = await extractInvoiceFields({
buffer: Buffer.from('%PDF'),
mimeType: 'application/pdf',
fileName: 'f.pdf',
})
expect(data.supplier.bankgiro).toBe('991-2346')
})
it('parses Swedish-formatted totals', async () => {
mockGetDocument.mockReturnValueOnce(
fakePdf('Att betala 12 345,67 kr')
)
const { data } = await extractInvoiceFields({
buffer: Buffer.from('%PDF'),
mimeType: 'application/pdf',
fileName: 'f.pdf',
})
expect(data.totals.total).toBe(12345.67)
})
it('parses Förfallodatum and normalizes to ISO', async () => {
mockGetDocument.mockReturnValueOnce(fakePdf('Förfallodatum 2026-06-15'))
const { data } = await extractInvoiceFields({
buffer: Buffer.from('%PDF'),
mimeType: 'application/pdf',
fileName: 'f.pdf',
})
expect(data.invoice.dueDate).toBe('2026-06-15')
})
it('extracts an invoice number after Fakturanr', async () => {
mockGetDocument.mockReturnValueOnce(fakePdf('Fakturanr F-2024-001 Datum'))
const { data } = await extractInvoiceFields({
buffer: Buffer.from('%PDF'),
mimeType: 'application/pdf',
fileName: 'f.pdf',
})
expect(data.invoice.invoiceNumber).toBe('F-2024-001')
})
it('keeps SEK as default currency when no foreign code is present', async () => {
mockGetDocument.mockReturnValueOnce(fakePdf('Total 100 kr'))
const { data } = await extractInvoiceFields({
buffer: Buffer.from('%PDF'),
mimeType: 'application/pdf',
fileName: 'f.pdf',
})
expect(data.invoice.currency).toBe('SEK')
})
it('returns empty result when pdfjs throws', async () => {
mockGetDocument.mockImplementationOnce(() => {
throw new Error('boom')
})
const { data, rawText } = await extractInvoiceFields({
buffer: Buffer.from('%PDF'),
mimeType: 'application/pdf',
fileName: 'f.pdf',
})
expect(rawText).toBeNull()
expect(data.totals.total).toBeNull()
})
})
extensions/general/invoice-inbox/index.ts
+100 -671
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File diff suppressed because it is too large Load Diff
extensions/general/invoice-inbox/lib/classify-document.ts
-637
View File
@@ -1,637 +0,0 @@
/**
* Document Classification Pipeline
*
* Pure function: file buffer + mime type → structured classification result.
* No database, no side effects. Uses AWS Bedrock (Claude Sonnet) for vision-based
* extraction of Swedish financial documents.
*/
import {
BedrockRuntimeClient,
ConverseCommand,
type ContentBlock,
type ToolConfiguration,
type Message,
} from '@aws-sdk/client-bedrock-runtime'
import sharp from 'sharp'
import type {
InvoiceExtractionResult,
ReceiptExtractionResult,
ExtractedLineItem,
ExtractedInvoiceLineItem,
VatBreakdownItem,
} from '@/types'
// ── Types ────────────────────────────────────────────────────
export type DocumentClassificationType = 'supplier_invoice' | 'receipt' | 'government_letter' | 'unknown'
export interface ClassificationInput {
fileBuffer: Buffer
mimeType: string
fileName: string
}
export interface ClassificationResult {
documentType: DocumentClassificationType
extractedData: InvoiceExtractionResult | ReceiptExtractionResult | null
confidence: number
rawResponse: Record<string, unknown>
usage: { inputTokens: number; outputTokens: number }
}
// ── Bedrock client (lazy singleton) ──────────────────────────
let _client: BedrockRuntimeClient | null = null
function getClient(): BedrockRuntimeClient {
if (!_client) {
_client = new BedrockRuntimeClient({
region: process.env.AWS_REGION || 'eu-north-1',
credentials: {
accessKeyId: process.env.AWS_ACCESS_KEY_ID!,
secretAccessKey: process.env.AWS_SECRET_ACCESS_KEY!,
},
})
}
return _client
}
// ── Constants ────────────────────────────────────────────────
const VALID_VAT_RATES = [0, 6, 12, 25]
const MIME_TO_IMAGE_FORMAT: Record<string, string> = {
'image/jpeg': 'jpeg',
'image/png': 'png',
'image/webp': 'webp',
'image/gif': 'gif',
}
// Bedrock rejects image bytes > 5 MB. Keep headroom under that ceiling.
const BEDROCK_IMAGE_BYTE_LIMIT = 4_500_000
// Shrink an image until it fits Bedrock's 5 MB cap. Steps down the longest edge
// and JPEG quality in sequence — preserves legibility of receipt text while
// guaranteeing we stay under the limit (or throwing if a photo is so dense it
// can't be compressed enough, which in practice never happens below 500px).
async function fitImageForBedrock(
buffer: Buffer,
mimeType: string
): Promise<{ buffer: Buffer; format: 'jpeg' | 'png' | 'webp' | 'gif' }> {
const originalFormat = MIME_TO_IMAGE_FORMAT[mimeType] as 'jpeg' | 'png' | 'webp' | 'gif'
if (buffer.byteLength <= BEDROCK_IMAGE_BYTE_LIMIT) {
return { buffer, format: originalFormat }
}
// Re-encode to JPEG while shrinking. PNG at receipt-scale is usually 3-5×
// larger than an equivalent JPEG, so JPEG is the right target format even
// for PNG input.
const dimensionSteps = [2400, 1800, 1400, 1000, 800]
const qualitySteps = [85, 75, 60]
for (const maxDim of dimensionSteps) {
for (const quality of qualitySteps) {
const candidate = await sharp(buffer)
.rotate() // respect EXIF orientation
.resize({ width: maxDim, height: maxDim, fit: 'inside', withoutEnlargement: true })
.jpeg({ quality, mozjpeg: true })
.toBuffer()
if (candidate.byteLength <= BEDROCK_IMAGE_BYTE_LIMIT) {
return { buffer: candidate, format: 'jpeg' }
}
}
}
throw new Error('Bilden kunde inte komprimeras tillräckligt för AI-tolkning.')
}
// ── System prompt ────────────────────────────────────────────
const SYSTEM_PROMPT = `Du är en svensk bokföringsdokumentklassificerare och dataextraktor.
Du analyserar bilder och PDF:er av finansiella dokument (leverantörsfakturor, kvitton, skattedokument) och extraherar strukturerad data.
Kontext:
- Svensk bokföring enligt Bokföringslagen (BFL) och BFNAR
- Giltiga momssatser: 0%, 6%, 12%, 25%
- Organisationsnummer: 10 siffror, format XXXXXX-XXXX
- Vanliga betalningsmetoder: bankgiro, plusgiro, Swish, banköverföring, kort
- Valutor: SEK är standard, men EUR, USD, GBP etc förekommer
Instruktioner:
- Klassificera dokumenttypen
- Extrahera alla synliga fält — returnera null för fält som inte kan utläsas
- Belopp med max 2 decimaler. Totaler (amount_excl_vat, amount_incl_vat, vat_amount) är alltid positiva. line_items.amount är normalt positiva men KAN vara negativa för rabattrader.
- Datum i ISO-format (YYYY-MM-DD)
- Momssats som heltal (0, 6, 12, eller 25)
- Ge en confidence-poäng 0-100 för hur säker du är på klassificeringen och extraktionen
KRITISKT — Totaler och rabatter:
- amount_incl_vat MÅSTE motsvara fakturans slutbelopp ("Amount due", "Att betala", "Totalt", "Subtotal" när moms saknas). Summera ALDRIG delrader om fakturan anger ett explicit totalbelopp — använd det.
- Om en rad har en rabatt/discount under sig (t.ex. "Discount (-$10.00)", "Rabatt -100 kr"), extrahera radens NETTO-belopp (brutto − rabatt), INTE bruttobeloppet. Exempel: en rad "Compute Hours $50.68" följd av "Discount -$10.00" → line_items.amount = 40.68, inte 50.68.
- Summan av line_items.amount + moms MÅSTE bli lika med amount_incl_vat. Om det inte stämmer har du antingen missat en rabatt eller dubbelräknat en rad — kontrollera och justera.
- Om du är osäker på hur rabatter ska fördelas, lägg en enskild negativ "Rabatt"-rad i line_items så summan blir rätt.
Anropa ALLTID verktyget classify_document med resultatet.`
// ── Tool schema for structured output ────────────────────────
const CLASSIFICATION_TOOL: ToolConfiguration = {
tools: [
{
toolSpec: {
name: 'classify_document',
description: 'Klassificera och extrahera data från ett svenskt finansiellt dokument',
inputSchema: {
json: {
type: 'object',
required: ['document_type', 'confidence'],
properties: {
document_type: {
type: 'string',
enum: ['supplier_invoice', 'receipt', 'government_letter', 'unknown'],
description: 'Typ av dokument',
},
confidence: {
type: 'integer',
minimum: 0,
maximum: 100,
description: 'Säkerhet i klassificeringen (0-100)',
},
// Supplier invoice fields
supplier_name: { type: ['string', 'null'] },
supplier_org_number: { type: ['string', 'null'] },
supplier_vat_number: { type: ['string', 'null'] },
supplier_address: { type: ['string', 'null'] },
supplier_bankgiro: { type: ['string', 'null'] },
supplier_plusgiro: { type: ['string', 'null'] },
invoice_number: { type: ['string', 'null'] },
invoice_date: { type: ['string', 'null'], description: 'YYYY-MM-DD' },
due_date: { type: ['string', 'null'], description: 'YYYY-MM-DD' },
payment_reference: { type: ['string', 'null'], description: 'OCR-nummer eller betalningsreferens' },
currency: { type: ['string', 'null'], description: 'ISO 4217 (t.ex. SEK, EUR)' },
// Receipt fields
merchant_name: { type: ['string', 'null'] },
merchant_org_number: { type: ['string', 'null'] },
merchant_vat_number: { type: ['string', 'null'] },
merchant_is_foreign: { type: ['boolean', 'null'] },
receipt_date: { type: ['string', 'null'], description: 'YYYY-MM-DD' },
receipt_time: { type: ['string', 'null'], description: 'HH:MM' },
is_restaurant: { type: ['boolean', 'null'] },
is_systembolaget: { type: ['boolean', 'null'] },
// Shared amount fields
amount_excl_vat: { type: ['number', 'null'] },
amount_incl_vat: { type: ['number', 'null'] },
vat_amount: { type: ['number', 'null'] },
// Line items
line_items: {
type: 'array',
items: {
type: 'object',
properties: {
description: { type: 'string' },
quantity: { type: ['number', 'null'] },
unit_price: { type: ['number', 'null'] },
amount: { type: ['number', 'null'] },
vat_rate: { type: ['integer', 'null'], description: '0, 6, 12, or 25' },
},
required: ['description'],
},
},
// VAT breakdown (for invoices)
vat_breakdown: {
type: 'array',
items: {
type: 'object',
properties: {
rate: { type: 'integer' },
base: { type: 'number' },
amount: { type: 'number' },
},
required: ['rate', 'base', 'amount'],
},
},
},
},
},
},
},
],
toolChoice: { any: {} },
}
// ── Core classification function ─────────────────────────────
export async function classifyDocument(input: ClassificationInput): Promise<ClassificationResult> {
const contentBlock = await buildContentBlock(input)
const messages: Message[] = [
{
role: 'user',
content: [
contentBlock,
{ text: 'Analysera detta dokument. Klassificera typ och extrahera all strukturerad data.' },
],
},
]
const modelId = process.env.BEDROCK_MODEL_ID || 'eu.anthropic.claude-sonnet-4-6'
const maxTokens = parseInt(process.env.BEDROCK_MAX_TOKENS || '8192', 10)
const command = new ConverseCommand({
modelId,
messages,
system: [{ text: SYSTEM_PROMPT }],
toolConfig: CLASSIFICATION_TOOL,
inferenceConfig: { maxTokens },
})
const response = await getClient().send(command)
// Extract tool use result from response
const outputMessage = response.output?.message
if (!outputMessage?.content) {
throw new Error('No content in Bedrock response')
}
const toolUseBlock = outputMessage.content.find(
(block): block is ContentBlock.ToolUseMember => 'toolUse' in block && block.toolUse !== undefined
)
if (!toolUseBlock?.toolUse?.input) {
throw new Error('No tool use result in Bedrock response')
}
const rawData = toolUseBlock.toolUse.input as Record<string, unknown>
const usage = {
inputTokens: response.usage?.inputTokens ?? 0,
outputTokens: response.usage?.outputTokens ?? 0,
}
// Validate and map to typed result
const result = mapToClassificationResult(rawData, usage)
// If validation found issues, retry once with correction
if (!result) {
return retryWithCorrection(input, rawData, usage)
}
return result
}
// ── Content block builder ────────────────────────────────────
async function buildContentBlock(input: ClassificationInput): Promise<ContentBlock> {
const { fileBuffer, mimeType } = input
// PDF → document block
if (mimeType === 'application/pdf') {
return {
document: {
format: 'pdf',
name: sanitizeDocName(input.fileName),
source: {
bytes: new Uint8Array(fileBuffer),
},
},
}
}
// HEIC → convert to JPEG via sharp, then fit to Bedrock's byte limit
if (mimeType === 'image/heic' || mimeType === 'image/heif') {
const jpegBuffer = await sharp(fileBuffer).rotate().jpeg({ quality: 90, mozjpeg: true }).toBuffer()
const fitted = await fitImageForBedrock(jpegBuffer, 'image/jpeg')
return {
image: {
format: fitted.format,
source: { bytes: new Uint8Array(fitted.buffer) },
},
}
}
// Standard image formats — downscale if the buffer exceeds Bedrock's 5 MB cap
const imageFormat = MIME_TO_IMAGE_FORMAT[mimeType]
if (imageFormat) {
const fitted = await fitImageForBedrock(fileBuffer, mimeType)
return {
image: {
format: fitted.format,
source: { bytes: new Uint8Array(fitted.buffer) },
},
}
}
throw new Error(`Unsupported MIME type: ${mimeType}`)
}
/** Sanitize filename for Bedrock document name (alphanumeric, spaces, hyphens, brackets only) */
function sanitizeDocName(fileName: string): string {
const name = fileName.replace(/\.[^.]+$/, '') // strip extension
return name.replace(/[^a-zA-Z0-9\s\-\[\]\(\)åäöÅÄÖ]/g, '').trim() || 'document'
}
// ── Response mapping + validation ────────────────────────────
function mapToClassificationResult(
raw: Record<string, unknown>,
usage: { inputTokens: number; outputTokens: number }
): ClassificationResult | null {
const documentType = raw.document_type as DocumentClassificationType
const confidence = Math.min(100, Math.max(0, Number(raw.confidence) || 0))
if (!['supplier_invoice', 'receipt', 'government_letter', 'unknown'].includes(documentType)) {
return null
}
if (documentType === 'government_letter' || documentType === 'unknown') {
return {
documentType,
extractedData: null,
confidence,
rawResponse: raw,
usage,
}
}
if (documentType === 'supplier_invoice') {
const extractedData = mapToInvoiceExtraction(raw)
if (!extractedData) return null
// mapToInvoiceExtraction caps its own confidence to 50% when line items
// don't reconcile with amount_incl_vat. Propagate that cap to the outer
// confidence so invoice_inbox_items.confidence (used by the UI badge)
// also reflects the reconciliation failure.
const effectiveConfidence = Math.min(confidence, Math.round(extractedData.confidence * 100))
return { documentType, extractedData, confidence: effectiveConfidence, rawResponse: raw, usage }
}
if (documentType === 'receipt') {
const extractedData = mapToReceiptExtraction(raw)
if (!extractedData) return null
return { documentType, extractedData, confidence, rawResponse: raw, usage }
}
return null
}
// Sum of line items must approximately match the extracted subtotal.
// Allows 0.02 * max(|subtotal|, 1) tolerance for rounding. Returns true if the extraction
// is internally consistent; false signals the model skipped a discount or double-counted.
function invoiceTotalsAreConsistent(raw: Record<string, unknown>): boolean {
const subtotal = Number(raw.amount_excl_vat)
const total = Number(raw.amount_incl_vat)
const vat = Number(raw.vat_amount) || 0
const items = Array.isArray(raw.line_items) ? raw.line_items : []
if (!items.length) return true // nothing to compare against
if (!isFinite(subtotal) && !isFinite(total)) return true
const sumOfLines = items.reduce((acc, item) => {
if (typeof item !== 'object' || item === null) return acc
const amount = Number((item as Record<string, unknown>).amount)
return acc + (isFinite(amount) ? amount : 0)
}, 0)
const anchor = isFinite(subtotal) ? subtotal : total - vat
const tolerance = Math.max(0.02, Math.abs(anchor) * 0.02)
return Math.abs(sumOfLines - anchor) <= tolerance
}
function mapToInvoiceExtraction(raw: Record<string, unknown>): InvoiceExtractionResult | null {
const lineItems = mapInvoiceLineItems(raw.line_items)
const vatBreakdown = mapVatBreakdown(raw.vat_breakdown)
const totalsConsistent = invoiceTotalsAreConsistent(raw)
const result: InvoiceExtractionResult = {
supplier: {
name: strOrNull(raw.supplier_name),
orgNumber: strOrNull(raw.supplier_org_number),
vatNumber: strOrNull(raw.supplier_vat_number),
address: strOrNull(raw.supplier_address),
bankgiro: strOrNull(raw.supplier_bankgiro),
plusgiro: strOrNull(raw.supplier_plusgiro),
},
invoice: {
invoiceNumber: strOrNull(raw.invoice_number),
invoiceDate: dateOrNull(raw.invoice_date),
dueDate: dateOrNull(raw.due_date),
paymentReference: strOrNull(raw.payment_reference),
currency: strOrNull(raw.currency) || 'SEK',
},
lineItems,
totals: {
subtotal: roundAmount(raw.amount_excl_vat),
vatAmount: roundAmount(raw.vat_amount),
total: roundAmount(raw.amount_incl_vat),
},
vatBreakdown,
// If totals don't reconcile with line items, cap confidence at 50% so the UI flags it
confidence: (() => {
const raw_conf = Math.min(1, Math.max(0, Number(raw.confidence) / 100 || 0))
return totalsConsistent ? raw_conf : Math.min(raw_conf, 0.5)
})(),
}
return result
}
function mapToReceiptExtraction(raw: Record<string, unknown>): ReceiptExtractionResult | null {
const lineItems = mapReceiptLineItems(raw.line_items)
const result: ReceiptExtractionResult = {
merchant: {
name: strOrNull(raw.merchant_name),
orgNumber: strOrNull(raw.merchant_org_number),
vatNumber: strOrNull(raw.merchant_vat_number),
isForeign: Boolean(raw.merchant_is_foreign),
},
receipt: {
date: dateOrNull(raw.receipt_date),
time: strOrNull(raw.receipt_time),
currency: strOrNull(raw.currency) || 'SEK',
},
lineItems,
totals: {
subtotal: roundAmount(raw.amount_excl_vat),
vatAmount: roundAmount(raw.vat_amount),
total: roundAmount(raw.amount_incl_vat),
},
flags: {
isRestaurant: Boolean(raw.is_restaurant),
isSystembolaget: Boolean(raw.is_systembolaget),
isForeignMerchant: Boolean(raw.merchant_is_foreign),
},
confidence: Math.min(1, Math.max(0, Number(raw.confidence) / 100 || 0)),
}
return result
}
// ── Line item mappers ────────────────────────────────────────
function mapInvoiceLineItems(items: unknown): ExtractedInvoiceLineItem[] {
if (!Array.isArray(items)) return []
return items
.filter((item): item is Record<string, unknown> => typeof item === 'object' && item !== null)
.map((item) => ({
description: String(item.description || ''),
quantity: typeof item.quantity === 'number' ? item.quantity : 1,
unitPrice: roundAmount(item.unit_price),
lineTotal: roundAmount(item.amount) ?? 0,
vatRate: validateVatRate(item.vat_rate),
accountSuggestion: null,
}))
}
function mapReceiptLineItems(items: unknown): ExtractedLineItem[] {
if (!Array.isArray(items)) return []
return items
.filter((item): item is Record<string, unknown> => typeof item === 'object' && item !== null)
.map((item) => ({
description: String(item.description || ''),
quantity: typeof item.quantity === 'number' ? item.quantity : 1,
unitPrice: roundAmount(item.unit_price),
lineTotal: roundAmount(item.amount) ?? 0,
vatRate: validateVatRate(item.vat_rate),
suggestedCategory: null,
}))
}
function mapVatBreakdown(items: unknown): VatBreakdownItem[] {
if (!Array.isArray(items)) return []
return items
.filter((item): item is Record<string, unknown> => typeof item === 'object' && item !== null)
.filter((item) => VALID_VAT_RATES.includes(Number(item.rate)))
.map((item) => ({
rate: Number(item.rate),
base: Math.round(Number(item.base || 0) * 100) / 100,
amount: Math.round(Number(item.amount || 0) * 100) / 100,
}))
}
// ── Retry with correction ────────────────────────────────────
async function retryWithCorrection(
input: ClassificationInput,
previousResult: Record<string, unknown>,
previousUsage: { inputTokens: number; outputTokens: number }
): Promise<ClassificationResult> {
const contentBlock = await buildContentBlock(input)
const messages: Message[] = [
{
role: 'user',
content: [
contentBlock,
{ text: 'Analysera detta dokument. Klassificera typ och extrahera all strukturerad data.' },
],
},
{
role: 'assistant',
content: [
{
toolUse: {
toolUseId: 'retry_1',
name: 'classify_document',
input: previousResult as Record<string, unknown>,
} as ContentBlock.ToolUseMember['toolUse'],
},
],
},
{
role: 'user',
content: [
{
toolResult: {
toolUseId: 'retry_1',
status: 'error',
content: [
{
text: `Valideringen misslyckades. Kontrollera:
- document_type måste vara ett av: supplier_invoice, receipt, government_letter, unknown
- Datum i format YYYY-MM-DD
- Momssatser måste vara 0, 6, 12, eller 25
- Totaler: amount_incl_vat ska vara fakturans slutbelopp. Summa av line_items.amount + vat_amount MÅSTE bli lika med amount_incl_vat. Om rader har rabatt under sig, använd NETTO-beloppet per rad, eller lägg till en separat negativ rabattrad så summan stämmer.
Försök igen med korrigerad data.`,
},
],
},
},
],
},
]
const modelId = process.env.BEDROCK_MODEL_ID || 'eu.anthropic.claude-sonnet-4-6'
const maxTokens = parseInt(process.env.BEDROCK_MAX_TOKENS || '8192', 10)
try {
const command = new ConverseCommand({
modelId,
messages,
system: [{ text: SYSTEM_PROMPT }],
toolConfig: CLASSIFICATION_TOOL,
inferenceConfig: { maxTokens },
})
const response = await getClient().send(command)
const outputMessage = response.output?.message
const toolUseBlock = outputMessage?.content?.find(
(block): block is ContentBlock.ToolUseMember => 'toolUse' in block && block.toolUse !== undefined
)
if (!toolUseBlock?.toolUse?.input) {
throw new Error('No tool use in retry response')
}
const rawData = toolUseBlock.toolUse.input as Record<string, unknown>
const retryUsage = {
inputTokens: previousUsage.inputTokens + (response.usage?.inputTokens ?? 0),
outputTokens: previousUsage.outputTokens + (response.usage?.outputTokens ?? 0),
}
const result = mapToClassificationResult(rawData, retryUsage)
if (result) return result
} catch {
// Retry failed — fall through to error return
}
// Both attempts failed — return error result with raw data
return {
documentType: 'unknown',
extractedData: null,
confidence: 0,
rawResponse: previousResult,
usage: previousUsage,
}
}
// ── Utility helpers ──────────────────────────────────────────
function strOrNull(val: unknown): string | null {
if (typeof val === 'string' && val.trim().length > 0) return val.trim()
return null
}
function dateOrNull(val: unknown): string | null {
if (typeof val !== 'string') return null
// Validate ISO date format YYYY-MM-DD
const match = val.match(/^\d{4}-\d{2}-\d{2}$/)
if (!match) return null
const d = new Date(val)
if (isNaN(d.getTime())) return null
return val
}
function roundAmount(val: unknown): number | null {
if (val === null || val === undefined) return null
const n = Number(val)
if (isNaN(n)) return null
return Math.round(n * 100) / 100
}
function validateVatRate(val: unknown): number | null {
if (val === null || val === undefined) return null
const n = Number(val)
if (VALID_VAT_RATES.includes(n)) return n
return null
}
extensions/general/invoice-inbox/lib/error-messages.ts
-45
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@@ -1,45 +0,0 @@
/**
* Maps raw AWS Bedrock / infrastructure errors to Swedish user-facing sentences
* for the invoice-inbox error_message column. We keep this local to the
* extension rather than in lib/errors so the patterns can evolve with the
* Bedrock SDK without churning the shared helper.
*/
const PATTERNS: Array<[RegExp, (match: RegExpMatchArray) => string]> = [
[
/image exceeds 5 MB maximum: (\d+) bytes/i,
(m) => {
const mb = (Number(m[1]) / 1024 / 1024).toFixed(1)
return `Bilden är för stor för AI-tolkning (${mb} MB, max 5 MB). Skicka ett mindre foto eller en PDF.`
},
],
[
/image exceeds .+ maximum/i,
() => 'Bilden är för stor för AI-tolkning. Skicka ett mindre foto eller en PDF.',
],
[/ThrottlingException|TooManyRequestsException|Rate exceeded/i, () => 'AI-tjänsten är överbelastad just nu. Försök igen om en stund.'],
[/AccessDeniedException/i, () => 'Åtkomst till AI-tjänsten nekades. Kontakta support.'],
[/ValidationException.+modelId/i, () => 'AI-modellen är felkonfigurerad. Kontakta support.'],
[/InternalServerException|ServiceUnavailable/i, () => 'AI-tjänsten är tillfälligt otillgänglig. Försök igen om en stund.'],
[/Unsupported MIME type: (.+)/i, (m) => `Filformatet stöds inte (${m[1]}). Använd PDF, JPEG, PNG, HEIC eller WebP.`],
[/No content in Bedrock response|No tool use result in Bedrock response/i, () => 'AI-tjänsten svarade inte med strukturerad data. Försök igen.'],
[/Failed to fetch received email/i, () => 'Kunde inte hämta e-postmeddelandet från inkorgstjänsten. Försök igen.'],
[/Failed to fetch attachment|Download URL returned/i, () => 'Kunde inte ladda ner bilagan från inkorgstjänsten.'],
]
export function toSwedishInboxError(raw: unknown): string {
const message = raw instanceof Error ? raw.message : typeof raw === 'string' ? raw : 'Okänt fel'
for (const [pattern, build] of PATTERNS) {
const match = message.match(pattern)
if (match) return build(match)
}
// Preserve any message that's already Swedish (heuristic: contains å/ä/ö
// or a known Swedish word). Otherwise surface a generic fallback and log
// the technical detail through stderr rather than the user's screen.
if (/[åäö]|bild|faktura|inkorg|leverant/i.test(message)) {
return message
}
return 'Kunde inte bearbeta dokumentet. Försök igen eller kontakta support.'
}
extensions/general/invoice-inbox/lib/extract-invoice-fields.ts
+307
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@@ -0,0 +1,307 @@
// Deterministic Swedish invoice field extraction.
//
// Replaces the deleted AI classifier. We pull text out of the PDF with
// pdfjs-dist and run regex extractors against it. Each extractor is
// independent — a missing field stays null rather than dragging down a
// neighbour. Validators (Luhn for org-nr/OCR/bankgiro) keep false
// positives near zero.
//
// Image-only PDFs and non-PDF mime types come back with all fields null.
// The inbox item is still created so the user can register manually.
import type { InvoiceExtractionResult } from '@/types'
import { normalizeOrgNumber } from '@/lib/company-lookup/normalize-org-number'
import { validateOcrReference, validateBankgiroNumber } from '@/lib/bankgiro/luhn'
// Below this we treat the document as image-only / unreadable and skip
// regex extraction. pdfjs-dist returns near-zero text for scanned PDFs.
const MIN_TEXT_CHARS_FOR_EXTRACTION = 10
export interface ExtractionInput {
buffer: Buffer
mimeType: string
fileName: string
}
export interface ExtractionOutput {
data: InvoiceExtractionResult
/** Pulled from the PDF; null when the file isn't a text-based PDF. */
rawText: string | null
}
/**
* Extract invoice fields from a PDF buffer. Returns an InvoiceExtractionResult
* whether or not anything matched — empty fields are null, lineItems is [],
* and totals are null. Never throws on parse failure (returns empty result).
*/
export async function extractInvoiceFields(input: ExtractionInput): Promise<ExtractionOutput> {
const text = await tryExtractPdfText(input)
if (!text || text.length < MIN_TEXT_CHARS_FOR_EXTRACTION) {
return { data: emptyResult(), rawText: text }
}
const data: InvoiceExtractionResult = {
supplier: {
name: extractSupplierName(text),
orgNumber: extractOrgNumber(text),
vatNumber: extractVatNumber(text),
address: null,
bankgiro: extractBankgiro(text),
plusgiro: extractPlusgiro(text),
},
invoice: {
invoiceNumber: extractInvoiceNumber(text),
invoiceDate: extractDate(text, /faktura(?:datum|date)|utfärdat/i),
dueDate: extractDate(text, /förfallo(?:datum|dag)|due\s*date|betala\s*senast/i),
paymentReference: extractOcrReference(text),
currency: extractCurrency(text),
},
lineItems: [],
totals: extractTotals(text),
vatBreakdown: extractVatBreakdown(text),
confidence: 0,
}
return { data, rawText: text }
}
function emptyResult(): InvoiceExtractionResult {
return {
supplier: {
name: null,
orgNumber: null,
vatNumber: null,
address: null,
bankgiro: null,
plusgiro: null,
},
invoice: {
invoiceNumber: null,
invoiceDate: null,
dueDate: null,
paymentReference: null,
currency: 'SEK',
},
lineItems: [],
totals: { subtotal: null, vatAmount: null, total: null },
vatBreakdown: [],
confidence: 0,
}
}
// ── PDF text extraction ─────────────────────────────────────────────
async function tryExtractPdfText(input: ExtractionInput): Promise<string | null> {
if (input.mimeType !== 'application/pdf') return null
try {
const pdfjs = await import('pdfjs-dist/legacy/build/pdf.mjs')
const loadingTask = pdfjs.getDocument({
data: new Uint8Array(input.buffer),
isEvalSupported: false,
disableFontFace: true,
})
const pdf = await loadingTask.promise
const pages: string[] = []
for (let i = 1; i <= pdf.numPages; i++) {
const page = await pdf.getPage(i)
const content = await page.getTextContent()
const pageText = content.items
.map((item) => ('str' in item ? item.str : ''))
.join(' ')
pages.push(pageText)
}
return pages.join('\n').replace(/[ \t]+/g, ' ').trim()
} catch (err) {
console.warn('[invoice-inbox/extract] pdfjs failed:', err instanceof Error ? err.message : err)
return null
}
}
// ── Field extractors ────────────────────────────────────────────────
function extractOrgNumber(text: string): string | null {
const candidates = text.match(/\b\d{6}-?\d{4}\b/g) ?? []
for (const c of candidates) {
const normalized = normalizeOrgNumber(c)
if (normalized) return normalized
}
return null
}
function extractVatNumber(text: string): string | null {
const m = text.match(/\bSE\d{10}\d{2}\b/i)
return m ? m[0].toUpperCase() : null
}
function extractOcrReference(text: string): string | null {
// Anchor on "OCR" / "Referens" / "Bet.ref" labels; widen to any digit
// run on the same logical line if no labelled hit found.
const labelled = text.match(
/(?:OCR(?:-?nummer)?|Referens(?:nummer)?|Bet\.?\s*ref\.?|Betalningsreferens)[^\d\n]{0,40}(\d[\d\s]{3,30}\d)/i
)
if (labelled) {
const digits = labelled[1].replace(/\s/g, '')
if (validateOcrReference(digits)) return digits
}
// Fallback: look for any standalone digit run that passes Luhn (4-25 digits)
const candidates = text.match(/\b\d{4,25}\b/g) ?? []
for (const c of candidates) {
if (validateOcrReference(c)) return c
}
return null
}
function extractBankgiro(text: string): string | null {
const labelled = text.match(/Bankgiro(?:nr)?[^\d\n]{0,20}(\d{3,4}-?\d{4})/i)
if (labelled && validateBankgiroNumber(labelled[1])) {
return labelled[1].includes('-') ? labelled[1] : insertBankgiroHyphen(labelled[1])
}
// Fallback: any 7-8 digit number with hyphen that passes Luhn
const candidates = text.match(/\b\d{3,4}-\d{4}\b/g) ?? []
for (const c of candidates) {
if (validateBankgiroNumber(c)) return c
}
return null
}
function insertBankgiroHyphen(digits: string): string {
if (digits.length === 7) return `${digits.slice(0, 3)}-${digits.slice(3)}`
if (digits.length === 8) return `${digits.slice(0, 4)}-${digits.slice(4)}`
return digits
}
function extractPlusgiro(text: string): string | null {
const m = text.match(/Plusgiro(?:nr)?[^\d\n]{0,20}(\d{1,8}-\d)/i)
return m ? m[1] : null
}
function extractInvoiceNumber(text: string): string | null {
const m = text.match(
/(?:Faktura(?:nr|nummer)?|Invoice\s*(?:no|number|#))[^\w\n]{0,8}([A-Z0-9][A-Z0-9\-/]{2,20})/i
)
return m ? m[1].trim() : null
}
function extractDate(text: string, anchor: RegExp): string | null {
// Look for a date within ~40 chars of the anchor
const re = new RegExp(
`(?:${anchor.source})[^\\d\\n]{0,40}(\\d{4}[-/.]\\d{1,2}[-/.]\\d{1,2}|\\d{1,2}[-/.]\\d{1,2}[-/.]\\d{4})`,
'i'
)
const m = text.match(re)
if (!m) return null
return normalizeDate(m[1])
}
function normalizeDate(raw: string): string | null {
const sep = raw.match(/[-/.]/)
if (!sep) return null
const parts = raw.split(/[-/.]/).map((p) => p.trim())
if (parts.length !== 3) return null
let yyyy: string, mm: string, dd: string
if (parts[0].length === 4) {
[yyyy, mm, dd] = parts
} else if (parts[2].length === 4) {
[dd, mm, yyyy] = parts
} else {
return null
}
const m = mm.padStart(2, '0')
const d = dd.padStart(2, '0')
if (!/^\d{4}$/.test(yyyy) || !/^\d{2}$/.test(m) || !/^\d{2}$/.test(d)) return null
// Sanity check
const month = parseInt(m, 10)
const day = parseInt(d, 10)
if (month < 1 || month > 12 || day < 1 || day > 31) return null
return `${yyyy}-${m}-${d}`
}
function extractCurrency(text: string): string {
// Default SEK; only switch if a 3-letter currency code appears with an amount nearby
const m = text.match(/\b(EUR|USD|GBP|NOK|DKK|CHF)\b/i)
return m ? m[1].toUpperCase() : 'SEK'
}
function extractTotals(text: string): { subtotal: number | null; vatAmount: number | null; total: number | null } {
const total = findAmountNear(text, /(?:Att\s*betala|Totalt\s*att\s*betala|Summa\s*att\s*betala|Total(?:summa)?|Belopp\s*att\s*betala)/i)
const vatAmount = findAmountNear(text, /(?:Total\s*moms|Moms(?:\s*totalt)?|VAT(?:\s*total)?)/i)
const subtotal = findAmountNear(text, /(?:Netto(?:summa)?|Subtotal|Summa\s*excl(?:\.|usive)?\s*moms|Belopp\s*excl(?:\.|usive)?\s*moms)/i)
return { subtotal, vatAmount, total }
}
function findAmountNear(text: string, anchor: RegExp): number | null {
const re = new RegExp(`(?:${anchor.source})[^\\d\\n-]{0,60}([0-9][\\d\\s.,]*[0-9])`, 'i')
const m = text.match(re)
if (!m) return null
return parseSwedishAmount(m[1])
}
function parseSwedishAmount(raw: string): number | null {
// Swedish uses space as thousands sep and comma as decimal: "1 234,56".
// Also tolerate "1,234.56" (international) and "1234.56".
const cleaned = raw.replace(/\s/g, '')
let normalized: string
if (/,/.test(cleaned) && /\./.test(cleaned)) {
// Both present — assume thousands+decimal. Decide by last separator.
const lastComma = cleaned.lastIndexOf(',')
const lastDot = cleaned.lastIndexOf('.')
if (lastComma > lastDot) {
normalized = cleaned.replace(/\./g, '').replace(',', '.')
} else {
normalized = cleaned.replace(/,/g, '')
}
} else if (/,/.test(cleaned)) {
// Only comma — Swedish decimal
normalized = cleaned.replace(',', '.')
} else {
normalized = cleaned
}
const n = parseFloat(normalized)
return Number.isFinite(n) ? Math.round(n * 100) / 100 : null
}
function extractVatBreakdown(text: string): Array<{ rate: number; base: number; amount: number }> {
const out: Array<{ rate: number; base: number; amount: number }> = []
// Match patterns like "Moms 25% 800,00 200,00" or "25% moms 200,00"
const lineRe = /(?:Moms\s*)?(\d{1,2})\s*%[^\n\d-]{0,30}([0-9][\d\s.,]*[0-9])(?:[^\n\d-]{0,30}([0-9][\d\s.,]*[0-9]))?/gi
let m: RegExpExecArray | null
while ((m = lineRe.exec(text)) !== null) {
const rate = parseInt(m[1], 10)
if (![25, 12, 6, 0].includes(rate)) continue
const a = parseSwedishAmount(m[2])
const b = m[3] ? parseSwedishAmount(m[3]) : null
if (a == null) continue
// Two amounts: base then VAT amount. One amount: just VAT, derive base.
if (b != null) {
out.push({ rate, base: a, amount: b })
} else if (rate > 0) {
const base = Math.round((a / (rate / 100)) * 100) / 100
out.push({ rate, base, amount: a })
}
}
// Dedup by rate (keep first hit)
const seen = new Set<number>()
return out.filter((row) => {
if (seen.has(row.rate)) return false
seen.add(row.rate)
return true
})
}
function extractSupplierName(text: string): string | null {
// Heuristic: first non-blank, non-numeric line in the first 500 chars,
// skipping obvious header words.
const head = text.slice(0, 500)
const lines = head.split(/\n|(?:\s{4,})/).map((l) => l.trim()).filter(Boolean)
const skip = /^(faktura|invoice|kvitto|receipt|sida|page|datum|date)$/i
for (const line of lines) {
if (skip.test(line)) continue
if (/^\d/.test(line)) continue
if (line.length < 3 || line.length > 80) continue
return line
}
return null
}
extensions/general/invoice-inbox/lib/textract-expense.ts
-191
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@@ -1,191 +0,0 @@
/**
* AWS Textract AnalyzeExpense — deterministic field extraction for receipts
* and invoices. Runs in parallel with the Claude vision pass; numbers from
* Textract act as an anti-hallucination anchor for the final cross-check.
*
* Why receipt-specialized OCR over generic AnalyzeDocument: AnalyzeExpense is
* tuned for the expense-document family (SUMMARY_FIELDS like TOTAL, TAX,
* VENDOR_NAME, INVOICE_RECEIPT_DATE with field-level confidence scores).
* Generic OCR returns raw text and positions — useful for nothing on its own.
*
* Failure model: every path is best-effort. If Textract returns an error, is
* unsupported for this mime type, or the file is over the sync-API limit,
* we return null and the caller falls back to Claude-only. Never throws.
*/
import {
TextractClient,
AnalyzeExpenseCommand,
type ExpenseDocument,
type ExpenseField,
} from '@aws-sdk/client-textract'
let _client: TextractClient | null = null
function getClient(): TextractClient {
if (!_client) {
_client = new TextractClient({
region: process.env.AWS_REGION || 'eu-north-1',
credentials: {
accessKeyId: process.env.AWS_ACCESS_KEY_ID!,
secretAccessKey: process.env.AWS_SECRET_ACCESS_KEY!,
},
})
}
return _client
}
// Sync AnalyzeExpense caps at 5 MB per document. Anything bigger we skip
// rather than fall back to the async API — that adds S3 polling complexity
// for a tail case. The common-path receipt is <1 MB.
const MAX_SYNC_BYTES = 5 * 1024 * 1024
// Textract supports: PNG, JPEG, PDF, TIFF. HEIC/WebP → skip (Claude handles
// them fine; a second read isn't worth converting the image).
const SUPPORTED_MIMES = new Set(['application/pdf', 'image/jpeg', 'image/png', 'image/tiff'])
export interface TextractExpenseResult {
total: { value: number; confidence: number } | null
subtotal: { value: number; confidence: number } | null
tax: { value: number; confidence: number } | null
vendor: { value: string; confidence: number } | null
date: { value: string; confidence: number } | null
currency: string | null
// Raw summary fields kept for audit and future use (e.g., line items).
raw_summary: Array<{ type: string; value: string; confidence: number }>
}
export async function analyzeExpenseWithTextract(
fileBuffer: Buffer,
mimeType: string
): Promise<TextractExpenseResult | null> {
if (!SUPPORTED_MIMES.has(mimeType)) return null
if (fileBuffer.byteLength > MAX_SYNC_BYTES) return null
if (!process.env.AWS_ACCESS_KEY_ID || !process.env.AWS_SECRET_ACCESS_KEY) return null
try {
const client = getClient()
const response = await client.send(
new AnalyzeExpenseCommand({
Document: { Bytes: fileBuffer },
})
)
const doc: ExpenseDocument | undefined = response.ExpenseDocuments?.[0]
if (!doc) return null
const summary = doc.SummaryFields ?? []
return parseSummaryFields(summary)
} catch (err) {
// Don't let OCR failure break the pipeline — the Claude pass still runs.
// Log so we can see rate-limit / auth issues but return null to caller.
console.error('[textract-expense] AnalyzeExpense failed:', err)
return null
}
}
function parseSummaryFields(fields: ExpenseField[]): TextractExpenseResult {
const raw_summary = fields
.map((f) => ({
type: f.Type?.Text ?? 'UNKNOWN',
value: f.ValueDetection?.Text ?? '',
confidence: (f.ValueDetection?.Confidence ?? 0) / 100,
}))
.filter((f) => f.value)
const pickNumber = (type: string): { value: number; confidence: number } | null => {
const field = fields.find((f) => f.Type?.Text === type)
if (!field?.ValueDetection?.Text) return null
const parsed = parseMoneyString(field.ValueDetection.Text)
if (parsed == null) return null
return { value: parsed, confidence: (field.ValueDetection.Confidence ?? 0) / 100 }
}
const pickString = (type: string): { value: string; confidence: number } | null => {
const field = fields.find((f) => f.Type?.Text === type)
if (!field?.ValueDetection?.Text) return null
return {
value: field.ValueDetection.Text.trim(),
confidence: (field.ValueDetection.Confidence ?? 0) / 100,
}
}
const rawDate = pickString('INVOICE_RECEIPT_DATE')
return {
total: pickNumber('TOTAL'),
subtotal: pickNumber('SUBTOTAL'),
tax: pickNumber('TAX'),
vendor: pickString('VENDOR_NAME'),
date: rawDate ? { value: normalizeDate(rawDate.value), confidence: rawDate.confidence } : null,
currency: pickString('CURRENCY')?.value ?? null,
raw_summary,
}
}
// Textract returns money strings like "123,45 kr", "$123.45", "1 234,56 SEK".
// Strip everything but digits + separators, then normalize to period as
// decimal. Returns null when we can't confidently parse.
function parseMoneyString(raw: string): number | null {
const cleaned = raw.replace(/[^\d.,-]/g, '').trim()
if (!cleaned) return null
// Swedish: 1 234,56 → 1234.56 (comma = decimal, space/period = thousands)
// US: 1,234.56 → 1234.56 (comma = thousands, period = decimal)
// Heuristic: if both , and . present, the rightmost is the decimal.
const lastComma = cleaned.lastIndexOf(',')
const lastDot = cleaned.lastIndexOf('.')
let normalized: string
if (lastComma === -1 && lastDot === -1) {
normalized = cleaned
} else if (lastComma > lastDot) {
// Comma is decimal separator
normalized = cleaned.replace(/\./g, '').replace(',', '.')
} else {
// Period is decimal separator
normalized = cleaned.replace(/,/g, '')
}
const num = Number(normalized)
return Number.isFinite(num) ? num : null
}
// Textract returns dates in many formats ("2024-03-14", "14/3/24", "March 14,
// 2024"). We coerce to ISO where possible; leave the original string as a
// fallback. The Claude pass will have its own date, so imperfect parse here
// is fine — cross-check falls back to fuzzy matching if needed.
function normalizeDate(raw: string): string {
const trimmed = raw.trim()
// Already ISO
if (/^\d{4}-\d{2}-\d{2}/.test(trimmed)) return trimmed.slice(0, 10)
const parsed = new Date(trimmed)
if (!isNaN(parsed.getTime())) return parsed.toISOString().slice(0, 10)
return trimmed
}
// Compares a Claude-extracted total against the Textract-extracted total.
// Agreement tolerance is 1 öre (0.01 SEK) — anything more is a real
// disagreement worth flagging, not rounding noise. Returns null when either
// side didn't produce a total (no basis for comparison).
export interface AgreementResult {
agrees: boolean
claude_total: number | null
ocr_total: number | null
ocr_confidence: number | null
delta: number | null
}
export function checkTotalsAgreement(
claudeTotal: number | null | undefined,
textract: TextractExpenseResult | null
): AgreementResult | null {
if (claudeTotal == null || !textract?.total) return null
const delta = Math.abs(claudeTotal - textract.total.value)
return {
agrees: delta <= 0.01,
claude_total: claudeTotal,
ocr_total: textract.total.value,
ocr_confidence: textract.total.confidence,
delta,
}
}
extensions/general/invoice-inbox/manifest.json
+3 -8
View File
@@ -5,23 +5,18 @@
"entryPoint": "@/extensions/general/invoice-inbox", "entryPoint": "@/extensions/general/invoice-inbox",
"workspace": "@/components/extensions/general/InvoiceInboxWorkspace", "workspace": "@/components/extensions/general/InvoiceInboxWorkspace",
"requiredEnvVars": [ "requiredEnvVars": [
"AWS_ACCESS_KEY_ID",
"AWS_SECRET_ACCESS_KEY",
"AWS_REGION",
"RESEND_API_KEY", "RESEND_API_KEY",
"RESEND_INBOUND_DOMAIN", "RESEND_INBOUND_DOMAIN",
"RESEND_INBOUND_WEBHOOK_SECRET" "RESEND_INBOUND_WEBHOOK_SECRET"
], ],
"optionalEnvVars": ["BEDROCK_MODEL_ID", "BEDROCK_MAX_TOKENS"],
"npmDependencies": ["@aws-sdk/client-bedrock-runtime"],
"definition": { "definition": {
"name": "Dokumentinkorg", "name": "Dokumentinkorg",
"category": "import", "category": "import",
"icon": "Inbox", "icon": "Inbox",
"dataPattern": "both", "dataPattern": "both",
"hasOwnData": true, "hasOwnData": true,
"readsCoreTables": ["document_attachments", "suppliers", "transactions"], "readsCoreTables": ["document_attachments", "suppliers"],
"description": "AI-klassificering och extraktion av leverantörsfakturor och kvitton", "description": "Vidarebefordra leverantörsfakturor till en unik adress – dokumenten landar här med extraherade fält",
"longDescription": "Varje bolag får en unik fakturainkorg-adress. Fakturor som skickas dit fångas automatiskt, klassificeras med AI (leverantör, belopp, moms) och matchas mot transaktioner. Kräver AWS Bedrock och Resend." "longDescription": "Varje bolag får en unik fakturainkorg-adress. Fakturor som skickas dit fångas automatiskt och fält som org.nr, OCR, bankgiro, belopp och förfallodatum extraheras deterministiskt från PDF-texten. Inga AI-anrop, inga molntjänster utöver Resend för e-postmottagning."
} }
} }
extensions/general/mcp-server/resources/capabilities.ts
+1 -1
View File
@@ -27,7 +27,7 @@ export const capabilitiesResource: McpResource = {
const { data: settings } = await supabase const { data: settings } = await supabase
.from('company_settings') .from('company_settings')
.select('bookkeeping_locked_through, vat_registered, pays_salaries, ai_flow_enabled') .select('bookkeeping_locked_through, vat_registered, pays_salaries')
.eq('company_id', companyId) .eq('company_id', companyId)
.maybeSingle() .maybeSingle()
extensions/general/mcp-server/resources/company-current.ts
+1 -1
View File
@@ -26,7 +26,7 @@ export const companyCurrentResource: McpResource = {
accounting_method, default_voucher_series, accounting_method, default_voucher_series,
bookkeeping_locked_through, auto_lock_period_days, bookkeeping_locked_through, auto_lock_period_days,
invoice_prefix, next_invoice_number, invoice_default_days, invoice_prefix, next_invoice_number, invoice_default_days,
is_sandbox, ai_flow_enabled is_sandbox
`) `)
.eq('company_id', companyId) .eq('company_id', companyId)
.maybeSingle() .maybeSingle()
extensions/general/mcp-server/server.ts
+33 -62
View File
@@ -56,7 +56,7 @@ import {
generateInvoiceEmailSubject, generateInvoiceEmailSubject,
} from '@/lib/email/invoice-templates' } from '@/lib/email/invoice-templates'
import { uploadDocument, MAX_DOCUMENT_SIZE } from '@/lib/core/documents/document-service' import { uploadDocument, MAX_DOCUMENT_SIZE } from '@/lib/core/documents/document-service'
// classifyDocument is dynamically imported from invoice-inbox (may not be enabled) import { extractInvoiceFields } from '@/extensions/general/invoice-inbox/lib/extract-invoice-fields'
// ensureInitialized() is called by the extension router (ext/[...path]/route.ts) // ensureInitialized() is called by the extension router (ext/[...path]/route.ts)
// which dispatches to this handler — no duplicate call needed here. // which dispatches to this handler — no duplicate call needed here.
import type { Transaction, TransactionCategory, EntityType, VatTreatment, Invoice, Currency, CompanySettings, Customer, InvoiceItem } from '@/types' import type { Transaction, TransactionCategory, EntityType, VatTreatment, Invoice, Currency, CompanySettings, Customer, InvoiceItem } from '@/types'
@@ -2298,15 +2298,14 @@ const tools: McpTool[] = [
{ {
name: 'gnubok_upload_document', name: 'gnubok_upload_document',
description: description:
'Upload a document (invoice, receipt) to the inbox for AI classification.\n\n' + 'Upload a document (invoice, receipt) to the inbox. Runs deterministic field extraction (pdfjs + regex) on text-based PDFs.\n\n' +
'Args:\n' + 'Args:\n' +
' - file_name (string, required): File name with extension (e.g. "faktura.pdf")\n' + ' - file_name (string, required): File name with extension (e.g. "faktura.pdf")\n' +
' - file_content_base64 (string, required): Base64-encoded file content\n' + ' - file_content_base64 (string, required): Base64-encoded file content\n' +
' - mime_type (string, optional): MIME type. Inferred from extension if omitted.\n\n' + ' - mime_type (string, optional): MIME type. Inferred from extension if omitted.\n\n' +
'Returns JSON:\n' + 'Returns JSON:\n' +
' { document_id, inbox_item_id, status, document_type, extracted_data, confidence }\n\n' + ' { document_id, inbox_item_id, status, extracted_data }\n\n' +
'Supported types: PDF, JPEG, PNG, HEIC, WebP. Max 20 MB.\n' + 'Supported types: PDF, JPEG, PNG, HEIC, WebP. Max 20 MB.',
'Classification runs synchronously (~2-5 seconds).',
inputSchema: { inputSchema: {
type: 'object', type: 'object',
properties: { properties: {
@@ -2353,53 +2352,42 @@ const tools: McpTool[] = [
throw new Error(`File too large (max ${MAX_DOCUMENT_SIZE / 1024 / 1024} MB)`) throw new Error(`File too large (max ${MAX_DOCUMENT_SIZE / 1024 / 1024} MB)`)
} }
// Store in WORM archive
const doc = await uploadDocument(supabase, userId, companyId, { const doc = await uploadDocument(supabase, userId, companyId, {
name: fileName, name: fileName,
buffer: buffer.buffer.slice(buffer.byteOffset, buffer.byteOffset + buffer.byteLength), buffer: buffer.buffer.slice(buffer.byteOffset, buffer.byteOffset + buffer.byteLength),
type: mimeType, type: mimeType,
}, { upload_source: 'api' }) }, { upload_source: 'api' })
// Classify — skipped when invoice-inbox extension is not enabled const { data: extracted } = await extractInvoiceFields({
// (dynamic import of classify-document pulls @aws-sdk/client-bedrock-runtime which breaks the build) buffer,
let classificationResult: { documentType?: string; extractedData?: unknown; rawResponse?: unknown; confidence?: number } | undefined mimeType,
let classificationError: string | null = null fileName,
classificationError = 'invoice-inbox extension not enabled' })
// Supplier matching
let matchedSupplierId: string | null = null let matchedSupplierId: string | null = null
if (classificationResult?.documentType === 'supplier_invoice' && classificationResult.extractedData) { if (extracted.supplier.orgNumber) {
const extractedData = classificationResult.extractedData as { supplier?: { orgNumber?: string | null } } const { data: s } = await supabase
const orgNumber = extractedData.supplier?.orgNumber .from('suppliers')
if (orgNumber) { .select('id')
const { data: s } = await supabase .eq('company_id', companyId)
.from('suppliers') .eq('org_number', extracted.supplier.orgNumber)
.select('id') .limit(1)
.eq('company_id', companyId) .maybeSingle()
.eq('org_number', orgNumber.replace(/\D/g, '')) if (s) matchedSupplierId = s.id
.limit(1)
.maybeSingle()
if (s) matchedSupplierId = s.id
}
} }
// Create inbox item
const { data: inbox, error: inboxError } = await supabase const { data: inbox, error: inboxError } = await supabase
.from('invoice_inbox_items') .from('invoice_inbox_items')
.insert({ .insert({
company_id: companyId, company_id: companyId,
user_id: userId, user_id: userId,
status: classificationError ? 'error' : 'ready', status: 'received',
source: 'upload', source: 'upload',
document_id: doc.id, document_id: doc.id,
document_type: classificationResult?.documentType || 'unknown', extracted_data: extracted as unknown as Record<string, unknown>,
extracted_data: classificationResult?.extractedData || null,
raw_llm_response: classificationResult?.rawResponse || null,
confidence: classificationResult?.confidence ? classificationResult.confidence / 100 : null,
matched_supplier_id: matchedSupplierId, matched_supplier_id: matchedSupplierId,
error_message: classificationError,
}) })
.select('id, status, document_type, confidence') .select('id, status')
.single() .single()
if (inboxError) throw new Error(`Failed to create inbox item: ${inboxError.message}`) if (inboxError) throw new Error(`Failed to create inbox item: ${inboxError.message}`)
@@ -2408,10 +2396,8 @@ const tools: McpTool[] = [
document_id: doc.id, document_id: doc.id,
inbox_item_id: inbox.id, inbox_item_id: inbox.id,
status: inbox.status, status: inbox.status,
document_type: inbox.document_type, extracted_data: extracted,
extracted_data: classificationResult?.extractedData || null, matched_supplier_id: matchedSupplierId,
confidence: inbox.confidence,
error_message: classificationError,
} }
}, },
}, },
@@ -2419,28 +2405,22 @@ const tools: McpTool[] = [
{ {
name: 'gnubok_list_inbox_items', name: 'gnubok_list_inbox_items',
description: description:
'List document inbox items (classified invoices, receipts, etc.).\n\n' + 'List document inbox items (received supplier-invoice documents).\n\n' +
'Args:\n' + 'Args:\n' +
' - status (string, optional): Filter by status (pending, processing, ready, confirmed, rejected, error)\n' + ' - status (string, optional): Filter by status (received, error)\n' +
' - document_type (string, optional): Filter by type (supplier_invoice, receipt, government_letter, unknown)\n' +
' - limit (number, optional): Max results, 1–50 (default 20)\n\n' + ' - limit (number, optional): Max results, 1–50 (default 20)\n\n' +
'Returns JSON:\n' + 'Returns JSON:\n' +
' { items: [{ id, status, document_type, confidence, source, created_at,\n' + ' { items: [{ id, status, source, created_at, vendor_name, amount,\n' +
' vendor_name, amount, invoice_date, matched_supplier_id }],\n' + ' invoice_date, matched_supplier_id, created_supplier_invoice_id }],\n' +
' count: number }', ' count: number }',
inputSchema: { inputSchema: {
type: 'object', type: 'object',
properties: { properties: {
status: { status: {
type: 'string', type: 'string',
enum: ['pending', 'processing', 'ready', 'confirmed', 'rejected', 'error'], enum: ['received', 'error'],
description: 'Filter by status', description: 'Filter by status',
}, },
document_type: {
type: 'string',
enum: ['supplier_invoice', 'receipt', 'government_letter', 'unknown'],
description: 'Filter by document type',
},
limit: { limit: {
type: 'number', type: 'number',
description: 'Max results (default 20, max 50)', description: 'Max results (default 20, max 50)',
@@ -2456,53 +2436,44 @@ const tools: McpTool[] = [
async execute(args, companyId, userId, supabase) { async execute(args, companyId, userId, supabase) {
const limit = Math.min(Math.max(1, Number(args.limit) || 20), 50) const limit = Math.min(Math.max(1, Number(args.limit) || 20), 50)
const status = args.status as string | undefined const status = args.status as string | undefined
const documentType = args.document_type as string | undefined
let query = supabase let query = supabase
.from('invoice_inbox_items') .from('invoice_inbox_items')
.select('id, status, document_type, confidence, source, created_at, extracted_data, matched_supplier_id, email_from, email_subject, error_message') .select('id, status, source, created_at, extracted_data, matched_supplier_id, created_supplier_invoice_id, email_from, email_subject, error_message')
.eq('company_id', companyId) .eq('company_id', companyId)
.order('created_at', { ascending: false }) .order('created_at', { ascending: false })
.limit(limit) .limit(limit)
if (status) query = query.eq('status', status) if (status) query = query.eq('status', status)
if (documentType) query = query.eq('document_type', documentType)
const { data, error } = await query const { data, error } = await query
if (error) throw new Error(`Database error: ${error.message}`) if (error) throw new Error(`Database error: ${error.message}`)
// Extract key fields from extracted_data for summary
const items = (data || []).map((item) => { const items = (data || []).map((item) => {
const extracted = item.extracted_data as Record<string, unknown> | null const extracted = item.extracted_data as Record<string, unknown> | null
let vendorName: string | null = null let vendorName: string | null = null
let amount: number | null = null let amount: number | null = null
let invoiceDate: string | null = null let invoiceDate: string | null = null
if (extracted && item.document_type === 'supplier_invoice') { if (extracted) {
const supplier = extracted.supplier as Record<string, unknown> | undefined const supplier = extracted.supplier as Record<string, unknown> | undefined
const invoice = extracted.invoice as Record<string, unknown> | undefined const invoice = extracted.invoice as Record<string, unknown> | undefined
const totals = extracted.totals as Record<string, unknown> | undefined const totals = extracted.totals as Record<string, unknown> | undefined
vendorName = (supplier?.name as string) || null vendorName = (supplier?.name as string) || null
amount = (totals?.total as number) || null amount = (totals?.total as number) || null
invoiceDate = (invoice?.invoiceDate as string) || null invoiceDate = (invoice?.invoiceDate as string) || null
} else if (extracted && item.document_type === 'receipt') {
const merchant = extracted.merchant as Record<string, unknown> | undefined
const totals = extracted.totals as Record<string, unknown> | undefined
vendorName = (merchant?.name as string) || null
amount = (totals?.total as number) || null
} }
return { return {
id: item.id, id: item.id,
status: item.status, status: item.status,
document_type: item.document_type,
confidence: item.confidence,
source: item.source, source: item.source,
created_at: item.created_at, created_at: item.created_at,
vendor_name: vendorName, vendor_name: vendorName,
amount, amount,
invoice_date: invoiceDate, invoice_date: invoiceDate,
matched_supplier_id: item.matched_supplier_id, matched_supplier_id: item.matched_supplier_id,
created_supplier_invoice_id: item.created_supplier_invoice_id,
email_from: item.email_from, email_from: item.email_from,
email_subject: item.email_subject, email_subject: item.email_subject,
error_message: item.error_message, error_message: item.error_message,
@@ -2520,8 +2491,8 @@ const tools: McpTool[] = [
'Args:\n' + 'Args:\n' +
' - inbox_item_id (string, required): UUID of the inbox item\n\n' + ' - inbox_item_id (string, required): UUID of the inbox item\n\n' +
'Returns JSON:\n' + 'Returns JSON:\n' +
' Full inbox item with id, status, document_type, confidence, source,\n' + ' Full inbox item with id, status, source, extracted_data (complete),\n' +
' extracted_data (complete), matched_supplier_id, email metadata, timestamps.', ' matched_supplier_id, created_supplier_invoice_id, email metadata, timestamps.',
inputSchema: { inputSchema: {
type: 'object', type: 'object',
properties: { properties: {
extensions/general/push-notifications/payload-builders.ts
+2 -2
View File
@@ -89,7 +89,7 @@ export function createReceiptExtractedPayload(
badge: '/icons/badge-72.png', badge: '/icons/badge-72.png',
tag: `receipt-extracted-${receiptId}`, tag: `receipt-extracted-${receiptId}`,
data: { data: {
url: '/receipts', url: '/transactions',
type: 'receipt_extracted', type: 'receipt_extracted',
id: receiptId, id: receiptId,
}, },
@@ -107,7 +107,7 @@ export function createReceiptMatchedPayload(
badge: '/icons/badge-72.png', badge: '/icons/badge-72.png',
tag: `receipt-matched-${receiptId}`, tag: `receipt-matched-${receiptId}`,
data: { data: {
url: '/receipts', url: '/transactions',
type: 'receipt_matched', type: 'receipt_matched',
id: receiptId, id: receiptId,
}, },
extensions/general/skatteverket/lib/skattekonto-booking.ts
-1
View File
@@ -243,7 +243,6 @@ export async function bokforSkattekontoTransaction(
source_id: tx.id, source_id: tx.id,
notes: `Genererad från skattekonto-synk. Skatteverket-id: ${tx.transaktionsidentitet ?? '–'}`, notes: `Genererad från skattekonto-synk. Skatteverket-id: ${tx.transaktionsidentitet ?? '–'}`,
lines, lines,
created_via: 'manual',
} }
const entry = await createDraftEntry(supabase, companyId, userId, input) const entry = await createDraftEntry(supabase, companyId, userId, input)
lib/ai/feature-flag.ts
-38
View File
@@ -1,38 +0,0 @@
/**
* Agent-inkorg feature flag.
*
* The AI bookkeeping agent isn't ready for general availability. It is
* strictly local-dev only — sidebar link, page, API routes, and orchestrator
* event handlers all return 404 / are hidden on any deployed (Vercel) build.
*/
import { NextResponse } from 'next/server'
export function isAgentInboxEnabled(): boolean {
return process.env.NODE_ENV === 'development'
}
/**
* Auto-booking of bank transactions during ingest.
*
* Mapping-rule-driven creation of journal entries on import is a future
* feature. It must NEVER run on the deployed Vercel production build —
* users have to explicitly book each transaction. Allowed only in local
* dev (and in the test environment so the auto-book pipeline stays under
* test coverage). No env-var escape hatch.
*/
export function isAutoBookEnabled(): boolean {
return process.env.NODE_ENV === 'development' || process.env.NODE_ENV === 'test'
}
/**
* 404 early-return for API routes. Returns the response when disabled, null
* when enabled. Usage:
*
* const gate = gateAgentInbox()
* if (gate) return gate
*/
export function gateAgentInbox(): NextResponse | null {
if (isAgentInboxEnabled()) return null
return NextResponse.json({ error: 'Not found' }, { status: 404 })
}
lib/ai/orchestrator.ts
-385
View File
@@ -1,385 +0,0 @@
/**
* AI agent orchestrator — event handler that wires the proposal lifecycle.
*
* Subscribes to:
* - inbox_item.classified → generate match proposal (receipts, ai_flow_enabled)
* - ai_proposal.accepted → chain match -> booking
* - transaction.categorized → skip pending proposals for that transaction's inbox item
*
* The generators themselves live in the ai-agent extension (Bedrock). When
* the extension is not loaded (prod, or feature off), the service's noop
* returns null and we issue a 'needs_manual' ai_request so the user still
* sees the item needs action — no silent failure.
*/
import { createClient as createServiceClient } from '@supabase/supabase-js'
import { eventBus } from '@/lib/events/bus'
import type { EventPayload } from '@/lib/events/types'
import { getAIProposalService } from '@/lib/ai/proposal-service'
import {
insertProposal,
insertRequest,
skipPendingProposalsForSubject,
} from '@/lib/ai/proposals/persist'
import { createLogger } from '@/lib/logger'
import type {
InvoiceInboxItem,
Transaction,
CategorizationTemplate,
AIProposal,
} from '@/types'
import type { SupabaseClient } from '@supabase/supabase-js'
import type {
AIRequestResult,
BookingProposalResult,
MatchProposalResult,
} from '@/lib/ai/proposal-service'
const log = createLogger('ai-orchestrator')
/**
* Service-role client for orchestrator writes.
* Mirrors inbox-smart-match — the handler runs server-side and needs to
* bypass RLS to write to ai_proposals, ai_requests, and read settings.
*/
function getServiceClient(): SupabaseClient {
return createServiceClient(
process.env.NEXT_PUBLIC_SUPABASE_URL!,
process.env.SUPABASE_SERVICE_ROLE_KEY!
)
}
// ── inbox_item.classified handler ────────────────────────────────────
async function handleInboxItemClassified(
payload: EventPayload<'inbox_item.classified'>
): Promise<void> {
const { inboxItem, documentType, correlationId, userId, companyId } = payload
// v1 scope: only receipts.
if (documentType !== 'receipt') return
const supabase = getServiceClient()
// Per-company gate.
const { data: settings } = await supabase
.from('company_settings')
.select('ai_flow_enabled')
.eq('company_id', companyId)
.maybeSingle()
if (!settings?.ai_flow_enabled) return
await generateMatchProposalFor(supabase, {
inboxItem,
correlationId,
userId,
companyId,
})
}
// ── ai_proposal.accepted handler (chain match -> booking) ───────────
async function handleProposalAccepted(
payload: EventPayload<'ai_proposal.accepted'>
): Promise<void> {
const { proposal, userId, companyId } = payload
if (proposal.step_type !== 'match') return
if (proposal.subject_type !== 'inbox_item') return
const supabase = getServiceClient()
// Load the inbox item + the matched transaction to feed the booking prompt.
const { data: inboxItem } = await supabase
.from('invoice_inbox_items')
.select('*')
.eq('id', proposal.subject_id)
.eq('company_id', companyId)
.maybeSingle()
if (!inboxItem || !(inboxItem as InvoiceInboxItem).matched_transaction_id) {
log.warn(`match accepted but no matched_transaction_id on inbox item ${proposal.subject_id}`)
return
}
const item = inboxItem as InvoiceInboxItem
// Defense in depth: don't chain to booking without a source document.
// reValidateMatch already blocks this at accept time, but a stale accepted
// proposal (from before the gate existed) could still reach here.
if (!item.document_id) {
log.warn(`refusing to chain booking for inbox item ${item.id} — no source document attached`)
return
}
const { data: tx } = await supabase
.from('transactions')
.select('*')
.eq('id', item.matched_transaction_id!)
.eq('company_id', companyId)
.maybeSingle()
if (!tx) {
log.warn(`match accepted but transaction ${item.matched_transaction_id} not found`)
return
}
// Existing counterparty templates to inform the booking prompt.
const { data: templates } = await supabase
.from('categorization_templates')
.select('*')
.eq('company_id', companyId)
.eq('is_active', true)
// Entity type for account routing.
const { data: settings } = await supabase
.from('company_settings')
.select('entity_type')
.eq('company_id', companyId)
.maybeSingle()
const entityType: 'enskild_firma' | 'aktiebolag' =
(settings?.entity_type as 'enskild_firma' | 'aktiebolag') || 'enskild_firma'
await generateBookingProposalFor(supabase, {
inboxItem: item,
matchedTransaction: tx as Transaction,
existingTemplates: (templates || []) as CategorizationTemplate[],
entityType,
correlationId: item.correlation_id ?? undefined,
userId,
companyId,
})
}
// ── transaction.categorized handler (skip on manual takeover) ───────
async function handleTransactionCategorized(
payload: EventPayload<'transaction.categorized'>
): Promise<void> {
const { transaction, companyId } = payload
const supabase = getServiceClient()
// Find any inbox items matched to this transaction with pending proposals.
const { data: items } = await supabase
.from('invoice_inbox_items')
.select('id')
.eq('company_id', companyId)
.eq('matched_transaction_id', transaction.id)
if (!items || items.length === 0) return
for (const item of items) {
await skipPendingProposalsForSubject(supabase, 'inbox_item', item.id, 'user_went_manual')
}
}
// ── Generator dispatch ───────────────────────────────────────────────
interface GenerateMatchArgs {
inboxItem: InvoiceInboxItem
correlationId?: string
userId: string
companyId: string
}
async function generateMatchProposalFor(
supabase: SupabaseClient,
args: GenerateMatchArgs
): Promise<void> {
const { inboxItem, correlationId, userId, companyId } = args
const service = getAIProposalService()
const result = await service.generateMatchProposal({ inboxItem, userId, companyId })
if (result === null) {
// Service outage or no extension loaded → needs_manual ask.
await insertRequest(supabase, {
companyId,
subjectType: 'inbox_item',
subjectId: inboxItem.id,
requestType: 'needs_manual',
message: 'AI-agenten är inte tillgänglig just nu — hantera manuellt.',
correlationId,
})
return
}
if (result.kind === 'request') {
await insertRequest(supabase, {
companyId,
subjectType: 'inbox_item',
subjectId: inboxItem.id,
requestType: result.request.request_type,
message: result.request.message,
requiredFields: result.request.required_fields,
options: result.request.options as Record<string, unknown> | undefined,
model: result.provenance.model,
promptVersion: result.provenance.prompt_version,
correlationId,
})
return
}
const proposal = await persistMatchProposal(supabase, result, {
userId,
companyId,
subjectId: inboxItem.id,
correlationId,
})
// Emit for metrics / audit subscribers.
try {
await eventBus.emit({
type: 'ai_proposal.generated',
payload: { proposal, userId, companyId },
})
} catch { /* non-blocking */ }
}
interface GenerateBookingArgs {
inboxItem: InvoiceInboxItem
matchedTransaction: Transaction
existingTemplates: CategorizationTemplate[]
entityType: 'enskild_firma' | 'aktiebolag'
correlationId?: string
userId: string
companyId: string
}
async function generateBookingProposalFor(
supabase: SupabaseClient,
args: GenerateBookingArgs
): Promise<void> {
const { inboxItem, matchedTransaction, existingTemplates, entityType, correlationId, userId, companyId } = args
const service = getAIProposalService()
const result = await service.generateBookingProposal({
inboxItem,
matchedTransaction,
existingTemplates,
entityType,
userId,
companyId,
})
if (result === null) {
await insertRequest(supabase, {
companyId,
subjectType: 'inbox_item',
subjectId: inboxItem.id,
requestType: 'needs_manual',
message: 'AI-agenten är inte tillgänglig just nu — bokför manuellt.',
correlationId,
})
return
}
if (result.kind === 'request') {
await insertRequest(supabase, {
companyId,
subjectType: 'inbox_item',
subjectId: inboxItem.id,
requestType: result.request.request_type,
message: result.request.message,
requiredFields: result.request.required_fields,
options: result.request.options as Record<string, unknown> | undefined,
model: result.provenance.model,
promptVersion: result.provenance.prompt_version,
correlationId,
})
return
}
const proposal = await persistBookingProposal(supabase, result, {
userId,
companyId,
subjectId: inboxItem.id,
correlationId,
})
try {
await eventBus.emit({
type: 'ai_proposal.generated',
payload: { proposal, userId, companyId },
})
} catch { /* non-blocking */ }
}
// ── Persist helpers ──────────────────────────────────────────────────
interface PersistArgs {
userId: string
companyId: string
subjectId: string
correlationId?: string
}
async function persistMatchProposal(
supabase: SupabaseClient,
result: MatchProposalResult,
args: PersistArgs
): Promise<AIProposal> {
return insertProposal(supabase, {
companyId: args.companyId,
userId: args.userId,
subjectType: 'inbox_item',
subjectId: args.subjectId,
stepType: 'match',
proposalJson: result.proposal,
confidence: result.confidence,
reasoning: result.reasoning,
model: result.provenance.model,
promptVersion: result.provenance.prompt_version,
inputTokens: result.provenance.input_tokens,
outputTokens: result.provenance.output_tokens,
correlationId: args.correlationId,
})
}
async function persistBookingProposal(
supabase: SupabaseClient,
result: BookingProposalResult,
args: PersistArgs
): Promise<AIProposal> {
return insertProposal(supabase, {
companyId: args.companyId,
userId: args.userId,
subjectType: 'inbox_item',
subjectId: args.subjectId,
stepType: 'booking',
proposalJson: result.proposal,
confidence: result.confidence,
reasoning: result.reasoning,
model: result.provenance.model,
promptVersion: result.provenance.prompt_version,
inputTokens: result.provenance.input_tokens,
outputTokens: result.provenance.output_tokens,
correlationId: args.correlationId,
})
}
// ── Registration ─────────────────────────────────────────────────────
/**
* Register the AI orchestrator on the core event bus. Called from lib/init.ts
* alongside the other core handlers.
*/
export function registerAIProposalHandler(): () => void {
const unsubs: Array<() => void> = [
eventBus.on('inbox_item.classified', handleInboxItemClassified),
eventBus.on('ai_proposal.accepted', handleProposalAccepted),
eventBus.on('transaction.categorized', handleTransactionCategorized),
]
return () => {
unsubs.forEach((u) => u())
}
}
// Exports for direct use from API routes (e.g., /api/ai/backfill/receipts).
export { generateMatchProposalFor, generateBookingProposalFor }
// Also re-export the unused result types so TS keeps them imported.
export type { MatchProposalResult, BookingProposalResult, AIRequestResult }
lib/ai/proposal-service.ts
-123
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@@ -1,123 +0,0 @@
/**
* AI Proposal Service Interface
*
* Core defines the contract. The `ai-agent` extension registers a real
* implementation backed by Bedrock. Without the extension, the noop service
* is used — every call returns `null` and the orchestrator degrades by
* issuing a `needs_manual` ai_request so the user sees the item and knows
* they need to process it manually.
*
* Mirrors the pattern in lib/email/service.ts.
*/
import type {
InvoiceInboxItem,
Transaction,
MatchProposalPayload,
BookingProposalPayload,
AIRequestType,
CategorizationTemplate,
PickTransactionOption,
} from '@/types'
// Shared fields any LLM call returns for audit.
export interface ProposalProvenance {
model: string
prompt_version: string
input_tokens: number
output_tokens: number
}
// When the AI produces a concrete suggestion.
export interface MatchProposalResult {
kind: 'proposal'
proposal: MatchProposalPayload
confidence: number
reasoning: string
provenance: ProposalProvenance
}
export interface BookingProposalResult {
kind: 'proposal'
proposal: BookingProposalPayload
confidence: number
reasoning: string
provenance: ProposalProvenance
}
// When the AI would rather ask the user than guess.
export interface AIRequestResult {
kind: 'request'
request: {
request_type: AIRequestType
message: string
required_fields?: Record<string, unknown>
options?: Record<string, unknown> | { candidates: PickTransactionOption[] }
}
provenance: Partial<ProposalProvenance>
}
// Context passed to each generator. Keeping the contract tight so extensions
// can't accidentally see more than they need.
export interface GenerateMatchContext {
inboxItem: InvoiceInboxItem
userId: string
companyId: string
}
export interface GenerateBookingContext {
inboxItem: InvoiceInboxItem
matchedTransaction: Transaction
existingTemplates: CategorizationTemplate[]
entityType: 'enskild_firma' | 'aktiebolag'
userId: string
companyId: string
}
export interface AIProposalService {
/** True when a real (non-noop) implementation is registered and ready. */
isEnabled(): boolean
/**
* Propose which bank transaction matches an incoming receipt.
* Returns null on service outage (orchestrator will issue needs_manual).
*/
generateMatchProposal(
ctx: GenerateMatchContext
): Promise<MatchProposalResult | AIRequestResult | null>
/**
* Propose how to book the matched transaction (accounts, VAT, lines).
* Returns null on service outage (orchestrator will issue needs_manual).
*/
generateBookingProposal(
ctx: GenerateBookingContext
): Promise<BookingProposalResult | AIRequestResult | null>
}
class NoopAIProposalService implements AIProposalService {
isEnabled(): boolean {
return false
}
async generateMatchProposal(): Promise<null> {
return null
}
async generateBookingProposal(): Promise<null> {
return null
}
}
let service: AIProposalService = new NoopAIProposalService()
export function getAIProposalService(): AIProposalService {
return service
}
export function registerAIProposalService(svc: AIProposalService): void {
service = svc
}
/** Reset to noop — for tests only. */
export function _resetAIProposalService(): void {
service = new NoopAIProposalService()
}
lib/ai/proposals/__tests__/persist.test.ts
-296
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@@ -1,296 +0,0 @@
import { describe, it, expect, vi, beforeEach } from 'vitest'
// Mock processing-history append BEFORE importing persist — the module
// grabs `createServiceClient` at import time, which needs env vars we
// don't care about here.
vi.mock('@/lib/processing-history/append', () => ({
appendProcessingHistory: vi.fn().mockResolvedValue('evt-1'),
}))
import { insertProposal, insertRequest, skipPendingProposalsForSubject } from '../persist'
import type { MatchProposalPayload } from '@/types'
/**
* Build a scripted supabase mock where each chained operation is tracked
* so the test can inspect what was called. Each `.from(...)` returns a new
* chain; the `.update(...)` and `.insert(...)` calls capture payloads;
* the await resolves to a scripted result via the `results` queue.
*/
interface Call {
table: string
op: 'update' | 'insert' | 'select' | 'other'
payload?: unknown
filters: Array<{ key: string; value: unknown }>
}
function scriptedSupabase(results: Array<{ data?: unknown; error?: unknown }>) {
const calls: Call[] = []
let resultIdx = 0
const makeChain = (table: string) => {
const current: Call = { table, op: 'other', filters: [] }
calls.push(current)
const handler: ProxyHandler<object> = {
get(_target, prop) {
if (prop === 'then') {
const next = results[resultIdx++] ?? { data: null, error: null }
return (resolve: (v: unknown) => void) =>
resolve({ data: next.data ?? null, error: next.error ?? null })
}
return (...args: unknown[]) => {
if (prop === 'update') {
current.op = 'update'
current.payload = args[0]
} else if (prop === 'insert') {
current.op = 'insert'
current.payload = args[0]
} else if (prop === 'select') {
current.op = current.op === 'other' ? 'select' : current.op
} else if (prop === 'eq') {
current.filters.push({ key: String(args[0]), value: args[1] })
}
return chain
}
},
}
const chain = new Proxy({}, handler)
return chain
}
const client = {
from: vi.fn().mockImplementation((table: string) => makeChain(table)),
}
return { client, calls }
}
describe('insertProposal', () => {
beforeEach(() => {
vi.clearAllMocks()
})
it('invalidates prior pending before inserting new', async () => {
const { client, calls } = scriptedSupabase([
// update (invalidate)
{ data: null },
// insert + select + single
{
data: {
id: 'proposal-new',
company_id: 'c1',
user_id: 'u1',
subject_type: 'inbox_item',
subject_id: 'inbox-1',
step_type: 'match',
status: 'pending',
version: 1,
proposal_json: {},
confidence: 0.9,
reasoning: 'x',
ai_request_id: null,
model: 'm',
prompt_version: 'v1',
input_token_count: 0,
output_token_count: 0,
edit_diff: null,
applied_entry_id: null,
invalidated_reason: null,
created_at: '2026-04-23T00:00:00Z',
accepted_at: null,
accepted_by_user_id: null,
rejected_at: null,
updated_at: '2026-04-23T00:00:00Z',
},
},
])
const payload: MatchProposalPayload = {
matched_transaction_id: 'tx-1',
alternatives: [],
top_confidence: 0.9,
}
const result = await insertProposal(
client as unknown as import('@supabase/supabase-js').SupabaseClient,
{
companyId: 'c1',
userId: 'u1',
subjectType: 'inbox_item',
subjectId: 'inbox-1',
stepType: 'match',
proposalJson: payload,
confidence: 0.9,
reasoning: 'x',
model: 'm',
promptVersion: 'v1',
inputTokens: 0,
outputTokens: 0,
}
)
expect(result.id).toBe('proposal-new')
// Expect two .from('ai_proposals') calls:
// 1. update → invalidate prior
// 2. insert → new row
const aiProposalCalls = calls.filter((c) => c.table === 'ai_proposals')
expect(aiProposalCalls).toHaveLength(2)
expect(aiProposalCalls[0].op).toBe('update')
expect(aiProposalCalls[0].payload).toMatchObject({
status: 'invalidated',
invalidated_reason: 'superseded_by_new_proposal',
})
expect(aiProposalCalls[1].op).toBe('insert')
expect(aiProposalCalls[1].payload).toMatchObject({
company_id: 'c1',
subject_id: 'inbox-1',
step_type: 'match',
status: 'pending',
})
})
it('throws when insert returns an error', async () => {
const { client } = scriptedSupabase([
{ data: null }, // update OK
{ data: null, error: { message: 'boom' } }, // insert fails
])
await expect(
insertProposal(
client as unknown as import('@supabase/supabase-js').SupabaseClient,
{
companyId: 'c1',
userId: 'u1',
subjectType: 'inbox_item',
subjectId: 'inbox-1',
stepType: 'match',
proposalJson: { matched_transaction_id: 'tx-1', alternatives: [], top_confidence: 0.9 },
confidence: 0.9,
reasoning: 'x',
model: 'm',
promptVersion: 'v1',
inputTokens: 0,
outputTokens: 0,
}
)
).rejects.toThrow(/Failed to insert ai_proposal/)
})
})
describe('insertRequest', () => {
beforeEach(() => {
vi.clearAllMocks()
})
it('updates existing open request with the same (subject, type) instead of inserting', async () => {
const { client, calls } = scriptedSupabase([
// existing lookup
{ data: { id: 'req-existing' } },
// update
{
data: {
id: 'req-existing',
company_id: 'c1',
subject_type: 'inbox_item',
subject_id: 'inbox-1',
request_type: 'needs_manual',
message: 'updated',
required_fields: null,
options: null,
status: 'open',
response_json: null,
resolved_at: null,
resolved_by_user_id: null,
model: null,
prompt_version: null,
created_at: '2026-04-23T00:00:00Z',
updated_at: '2026-04-23T00:00:00Z',
},
},
])
const result = await insertRequest(
client as unknown as import('@supabase/supabase-js').SupabaseClient,
{
companyId: 'c1',
subjectType: 'inbox_item',
subjectId: 'inbox-1',
requestType: 'needs_manual',
message: 'updated',
}
)
expect(result.id).toBe('req-existing')
const updateCall = calls.find((c) => c.table === 'ai_requests' && c.op === 'update')
expect(updateCall).toBeDefined()
expect(updateCall!.payload).toMatchObject({ message: 'updated' })
// No insert was performed (would have been a second ai_requests call with op=insert).
const insertCall = calls.find((c) => c.table === 'ai_requests' && c.op === 'insert')
expect(insertCall).toBeUndefined()
})
it('inserts a new request when none exists', async () => {
const { client, calls } = scriptedSupabase([
// existing lookup → none
{ data: null },
// insert
{
data: {
id: 'req-new',
company_id: 'c1',
subject_type: 'inbox_item',
subject_id: 'inbox-1',
request_type: 'reupload_document',
message: 'new ask',
required_fields: null,
options: null,
status: 'open',
response_json: null,
resolved_at: null,
resolved_by_user_id: null,
model: null,
prompt_version: null,
created_at: '2026-04-23T00:00:00Z',
updated_at: '2026-04-23T00:00:00Z',
},
},
])
const result = await insertRequest(
client as unknown as import('@supabase/supabase-js').SupabaseClient,
{
companyId: 'c1',
subjectType: 'inbox_item',
subjectId: 'inbox-1',
requestType: 'reupload_document',
message: 'new ask',
}
)
expect(result.id).toBe('req-new')
const insertCall = calls.find((c) => c.table === 'ai_requests' && c.op === 'insert')
expect(insertCall).toBeDefined()
})
})
describe('skipPendingProposalsForSubject', () => {
it('updates all pending proposals for the subject to skipped', async () => {
const { client, calls } = scriptedSupabase([{ data: null }])
await skipPendingProposalsForSubject(
client as unknown as import('@supabase/supabase-js').SupabaseClient,
'inbox_item',
'inbox-1',
'user_went_manual'
)
const call = calls.find((c) => c.table === 'ai_proposals')
expect(call?.op).toBe('update')
expect(call?.payload).toMatchObject({
status: 'skipped',
invalidated_reason: 'user_went_manual',
})
})
})
lib/ai/proposals/__tests__/re-validate.test.ts
-422
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@@ -1,422 +0,0 @@
import { describe, it, expect, vi } from 'vitest'
import { reValidateProposal } from '../re-validate'
import type { AIProposal, BookingProposalPayload, MatchProposalPayload, InvoiceInboxItem } from '@/types'
// Minimal proposal factory.
function makeProposal(overrides: Partial<AIProposal> = {}): AIProposal {
return {
id: 'proposal-1',
company_id: 'company-1',
user_id: 'user-1',
subject_type: 'inbox_item',
subject_id: 'inbox-1',
step_type: 'match',
status: 'pending',
version: 1,
proposal_json: {
matched_transaction_id: 'tx-1',
alternatives: [],
top_confidence: 0.9,
} as MatchProposalPayload,
confidence: 0.9,
reasoning: 'test',
ai_request_id: null,
model: 'test',
prompt_version: 'test-v1',
input_token_count: 0,
output_token_count: 0,
edit_diff: null,
applied_entry_id: null,
invalidated_reason: null,
created_at: '2026-04-23T00:00:00Z',
accepted_at: null,
accepted_by_user_id: null,
rejected_at: null,
updated_at: '2026-04-23T00:00:00Z',
...overrides,
}
}
function makeInboxItem(overrides: Partial<InvoiceInboxItem> = {}): InvoiceInboxItem {
// Only the fields re-validate inspects need to be realistic.
return {
id: 'inbox-1',
company_id: 'company-1',
user_id: 'user-1',
status: 'ready',
source: 'upload',
document_id: 'doc-1',
document_type: 'receipt',
extracted_data: null,
confidence: null,
matched_supplier_id: null,
matched_transaction_id: null,
match_confidence: null,
match_method: null,
match_reasoning: null,
raw_llm_response: null,
email_from: null,
email_subject: null,
email_received_at: null,
email_body_text: null,
resend_email_id: null,
resend_attachment_id: null,
raw_email_payload: null,
correlation_id: null,
created_supplier_invoice_id: null,
error_message: null,
created_at: '2026-04-23T00:00:00Z',
updated_at: '2026-04-23T00:00:00Z',
...overrides,
} as unknown as InvoiceInboxItem
}
/**
* Build a scripted supabase mock where each `.from(table)` returns a chain
* whose terminal awaits resolve in FIFO order from the `results` queue.
*/
function scriptedSupabase(results: Array<{ data: unknown; error?: unknown }>) {
let i = 0
const buildChain = (): unknown => {
const handler: ProxyHandler<object> = {
get(_target, prop) {
if (prop === 'then') {
const next = results[i++] ?? { data: null, error: null }
return (resolve: (v: unknown) => void) =>
resolve({ data: next.data ?? null, error: next.error ?? null })
}
return () => buildChain()
},
}
return new Proxy({}, handler)
}
return {
from: vi.fn().mockImplementation(() => buildChain()),
rpc: vi.fn().mockImplementation(() => buildChain()),
} as unknown as import('@supabase/supabase-js').SupabaseClient
}
describe('reValidateProposal', () => {
it('inbox item missing → fails with inbox_item_missing', async () => {
const proposal = makeProposal()
const supabase = scriptedSupabase([{ data: null }])
const result = await reValidateProposal(supabase, 'company-1', proposal)
expect(result.ok).toBe(false)
if (!result.ok) expect(result.code).toBe('inbox_item_missing')
})
it('inbox item already confirmed → fails with inbox_item_already_booked', async () => {
const proposal = makeProposal()
const supabase = scriptedSupabase([
{ data: makeInboxItem({ status: 'confirmed' }) },
])
const result = await reValidateProposal(supabase, 'company-1', proposal)
expect(result.ok).toBe(false)
if (!result.ok) expect(result.code).toBe('inbox_item_already_booked')
})
it('match proposal → transaction missing → fails', async () => {
const proposal = makeProposal({ step_type: 'match' })
const supabase = scriptedSupabase([
{ data: makeInboxItem() },
{ data: null }, // transaction lookup → not found
])
const result = await reValidateProposal(supabase, 'company-1', proposal)
expect(result.ok).toBe(false)
if (!result.ok) expect(result.code).toBe('transaction_missing')
})
it('match proposal → transaction already booked → fails', async () => {
const proposal = makeProposal({ step_type: 'match' })
const supabase = scriptedSupabase([
{ data: makeInboxItem() },
{ data: { id: 'tx-1', journal_entry_id: 'entry-1', company_id: 'company-1' } },
])
const result = await reValidateProposal(supabase, 'company-1', proposal)
expect(result.ok).toBe(false)
if (!result.ok) expect(result.code).toBe('transaction_already_booked')
})
it('match proposal → happy path → ok', async () => {
const proposal = makeProposal({ step_type: 'match' })
const supabase = scriptedSupabase([
{ data: makeInboxItem() },
{ data: { id: 'tx-1', journal_entry_id: null, company_id: 'company-1' } },
{ data: null }, // no other inbox item claims this transaction
])
const result = await reValidateProposal(supabase, 'company-1', proposal)
expect(result.ok).toBe(true)
})
it('booking proposal → no matched_transaction_id → step_prerequisite_missing', async () => {
const proposal = makeProposal({
step_type: 'booking',
proposal_json: {
lines: [
{ account_number: '5410', debit_amount: 100, credit_amount: 0, description: 'x' },
{ account_number: '1930', debit_amount: 0, credit_amount: 100, description: 'x' },
],
vat_treatment: 'exempt',
default_private: false,
counterparty_template_proposal: null,
fiscal_period_id: 'period-1',
entry_date: '2026-04-23',
description: 'test',
} as BookingProposalPayload,
})
const supabase = scriptedSupabase([{ data: makeInboxItem({ matched_transaction_id: null }) }])
const result = await reValidateProposal(supabase, 'company-1', proposal)
expect(result.ok).toBe(false)
if (!result.ok) expect(result.code).toBe('step_prerequisite_missing')
})
it('booking proposal → period closed → period_missing_or_closed', async () => {
const proposal = makeProposal({
step_type: 'booking',
proposal_json: {
lines: [
{ account_number: '5410', debit_amount: 100, credit_amount: 0, description: 'x' },
{ account_number: '1930', debit_amount: 0, credit_amount: 100, description: 'x' },
],
vat_treatment: 'exempt',
default_private: false,
counterparty_template_proposal: null,
fiscal_period_id: 'period-1',
entry_date: '2026-04-23',
description: 'test',
} as BookingProposalPayload,
})
const supabase = scriptedSupabase([
{ data: makeInboxItem({ matched_transaction_id: 'tx-1' }) },
{ data: { id: 'tx-1', journal_entry_id: null } },
{ data: { id: 'period-1', is_closed: true, locked_at: null } },
])
const result = await reValidateProposal(supabase, 'company-1', proposal)
expect(result.ok).toBe(false)
if (!result.ok) expect(result.code).toBe('period_missing_or_closed')
})
it('booking proposal → grocery merchant + reduced_12 + 2026-04-15 → livsmedel_vat_rate_stale', async () => {
const proposal = makeProposal({
step_type: 'booking',
proposal_json: {
lines: [
{ account_number: '4010', debit_amount: 80, credit_amount: 0, description: 'Matvaror ICA Maxi' },
{ account_number: '2641', debit_amount: 9.6, credit_amount: 0, description: 'Ingående moms 12%' },
{ account_number: '1930', debit_amount: 0, credit_amount: 89.6, description: 'ICA Maxi' },
],
vat_treatment: 'reduced_12',
default_private: false,
counterparty_template_proposal: null,
fiscal_period_id: 'period-1',
entry_date: '2026-04-15',
description: 'ICA Maxi — matvaror',
} as BookingProposalPayload,
})
const supabase = scriptedSupabase([
{ data: makeInboxItem({ matched_transaction_id: 'tx-1', extracted_data: { merchant_name: 'ICA Maxi Lindhagen' } }) },
{ data: { id: 'tx-1', journal_entry_id: null } },
{ data: { id: 'period-1', is_closed: false, locked_at: null } },
{ data: [
{ account_number: '4010', is_active: true },
{ account_number: '2641', is_active: true },
{ account_number: '1930', is_active: true },
] },
])
const result = await reValidateProposal(supabase, 'company-1', proposal)
expect(result.ok).toBe(false)
if (!result.ok) {
expect(result.code).toBe('livsmedel_vat_rate_stale')
expect(result.details?.expected).toBe('reduced_6')
}
})
it('booking proposal → grocery merchant + reduced_6 + 2026-04-15 → ok', async () => {
const proposal = makeProposal({
step_type: 'booking',
proposal_json: {
lines: [
{ account_number: '4010', debit_amount: 80, credit_amount: 0, description: 'Matvaror ICA' },
{ account_number: '2641', debit_amount: 4.8, credit_amount: 0, description: 'Ingående moms 6%' },
{ account_number: '1930', debit_amount: 0, credit_amount: 84.8, description: 'ICA' },
],
vat_treatment: 'reduced_6',
default_private: false,
counterparty_template_proposal: null,
fiscal_period_id: 'period-1',
entry_date: '2026-04-15',
description: 'ICA Maxi — matvaror',
} as BookingProposalPayload,
})
const supabase = scriptedSupabase([
{ data: makeInboxItem({ matched_transaction_id: 'tx-1', extracted_data: { merchant_name: 'ICA Maxi' } }) },
{ data: { id: 'tx-1', journal_entry_id: null } },
{ data: { id: 'period-1', is_closed: false, locked_at: null } },
{ data: [
{ account_number: '4010', is_active: true },
{ account_number: '2641', is_active: true },
{ account_number: '1930', is_active: true },
] },
])
const result = await reValidateProposal(supabase, 'company-1', proposal)
expect(result.ok).toBe(true)
})
it('booking proposal → grocery merchant + reduced_6 + 2025-12-15 → livsmedel_vat_rate_stale', async () => {
const proposal = makeProposal({
step_type: 'booking',
proposal_json: {
lines: [
{ account_number: '4010', debit_amount: 80, credit_amount: 0, description: 'Matvaror Coop' },
{ account_number: '2641', debit_amount: 4.8, credit_amount: 0, description: 'Ingående moms 6%' },
{ account_number: '1930', debit_amount: 0, credit_amount: 84.8, description: 'Coop' },
],
vat_treatment: 'reduced_6',
default_private: false,
counterparty_template_proposal: null,
fiscal_period_id: 'period-1',
entry_date: '2025-12-15',
description: 'Coop — matvaror',
} as BookingProposalPayload,
})
const supabase = scriptedSupabase([
{ data: makeInboxItem({ matched_transaction_id: 'tx-1', extracted_data: { merchant_name: 'Coop Konsum' } }) },
{ data: { id: 'tx-1', journal_entry_id: null } },
{ data: { id: 'period-1', is_closed: false, locked_at: null } },
{ data: [
{ account_number: '4010', is_active: true },
{ account_number: '2641', is_active: true },
{ account_number: '1930', is_active: true },
] },
])
const result = await reValidateProposal(supabase, 'company-1', proposal)
expect(result.ok).toBe(false)
if (!result.ok) {
expect(result.code).toBe('livsmedel_vat_rate_stale')
expect(result.details?.expected).toBe('reduced_12')
}
})
it('booking proposal → restaurang + reduced_6 → livsmedel_vat_rate_stale', async () => {
const proposal = makeProposal({
step_type: 'booking',
proposal_json: {
lines: [
{ account_number: '5810', debit_amount: 80, credit_amount: 0, description: 'Lunch på restaurang' },
{ account_number: '2641', debit_amount: 4.8, credit_amount: 0, description: 'Ingående moms 6%' },
{ account_number: '1930', debit_amount: 0, credit_amount: 84.8, description: 'Restaurang' },
],
vat_treatment: 'reduced_6',
default_private: false,
counterparty_template_proposal: null,
fiscal_period_id: 'period-1',
entry_date: '2026-04-15',
description: 'Restaurang Frantzén — lunch',
} as BookingProposalPayload,
})
const supabase = scriptedSupabase([
{ data: makeInboxItem({ matched_transaction_id: 'tx-1', extracted_data: { merchant_name: 'Restaurang Frantzén' } }) },
{ data: { id: 'tx-1', journal_entry_id: null } },
{ data: { id: 'period-1', is_closed: false, locked_at: null } },
{ data: [
{ account_number: '5810', is_active: true },
{ account_number: '2641', is_active: true },
{ account_number: '1930', is_active: true },
] },
])
const result = await reValidateProposal(supabase, 'company-1', proposal)
expect(result.ok).toBe(false)
if (!result.ok) {
expect(result.code).toBe('livsmedel_vat_rate_stale')
expect(result.details?.signal).toBe('restaurang')
}
})
it('booking proposal → restaurang + reduced_12 → ok (servering stays at 12%)', async () => {
const proposal = makeProposal({
step_type: 'booking',
proposal_json: {
lines: [
{ account_number: '5810', debit_amount: 80, credit_amount: 0, description: 'Lunch' },
{ account_number: '2641', debit_amount: 9.6, credit_amount: 0, description: 'Ingående moms 12%' },
{ account_number: '1930', debit_amount: 0, credit_amount: 89.6, description: 'Restaurang' },
],
vat_treatment: 'reduced_12',
default_private: false,
counterparty_template_proposal: null,
fiscal_period_id: 'period-1',
entry_date: '2026-04-15',
description: 'Restaurang — lunch',
} as BookingProposalPayload,
})
const supabase = scriptedSupabase([
{ data: makeInboxItem({ matched_transaction_id: 'tx-1', extracted_data: { merchant_name: 'Restaurang Frantzén' } }) },
{ data: { id: 'tx-1', journal_entry_id: null } },
{ data: { id: 'period-1', is_closed: false, locked_at: null } },
{ data: [
{ account_number: '5810', is_active: true },
{ account_number: '2641', is_active: true },
{ account_number: '1930', is_active: true },
] },
])
const result = await reValidateProposal(supabase, 'company-1', proposal)
expect(result.ok).toBe(true)
})
it('booking proposal → inactive account → account_missing_or_inactive', async () => {
const proposal = makeProposal({
step_type: 'booking',
proposal_json: {
lines: [
{ account_number: '5410', debit_amount: 100, credit_amount: 0, description: 'x' },
{ account_number: '1930', debit_amount: 0, credit_amount: 100, description: 'x' },
],
vat_treatment: 'exempt',
default_private: false,
counterparty_template_proposal: null,
fiscal_period_id: 'period-1',
entry_date: '2026-04-23',
description: 'test',
} as BookingProposalPayload,
})
const supabase = scriptedSupabase([
{ data: makeInboxItem({ matched_transaction_id: 'tx-1' }) },
{ data: { id: 'tx-1', journal_entry_id: null } },
{ data: { id: 'period-1', is_closed: false, locked_at: null } },
// Only 1930 is active; 5410 missing from results.
{ data: [{ account_number: '1930', is_active: true }] },
])
const result = await reValidateProposal(supabase, 'company-1', proposal)
expect(result.ok).toBe(false)
if (!result.ok) {
expect(result.code).toBe('account_missing_or_inactive')
expect(result.details?.missing_accounts).toEqual(['5410'])
}
})
})
lib/ai/proposals/apply.ts
-188
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@@ -1,188 +0,0 @@
/**
* Apply path — what happens when a user accepts a pending proposal.
*
* - step='match': sets matched_transaction_id on the inbox item using the
* same columns as the existing smart-matcher (match_method, match_confidence,
* match_reasoning) so downstream consumers don't need to know whether the
* match came from AI or the deterministic matcher.
*
* - step='booking': creates a draft journal entry via the engine with
* created_via='ai_proposed' + source_proposal_id, then commits, then
* links the document. Mirrors the categorize API route's CAS guards.
*
* Re-validation MUST have already passed (call reValidateProposal() first).
*/
import type { SupabaseClient } from '@supabase/supabase-js'
import type {
AIProposal,
BookingProposalPayload,
CreateJournalEntryInput,
InvoiceInboxItem,
JournalEntry,
MatchProposalPayload,
} from '@/types'
import {
createDraftEntry,
commitEntry,
} from '@/lib/bookkeeping/engine'
import { linkToJournalEntry } from '@/lib/core/documents/document-service'
import { createLogger } from '@/lib/logger'
const log = createLogger('ai-proposals/apply')
export interface ApplyMatchOutcome {
kind: 'match_applied'
inboxItemId: string
matchedTransactionId: string
}
export interface ApplyBookingOutcome {
kind: 'booking_applied'
inboxItemId: string
journalEntry: JournalEntry
}
export type ApplyOutcome = ApplyMatchOutcome | ApplyBookingOutcome
/**
* Apply a re-validated proposal. Writes the proposal's changes to the
* domain tables (inbox_item, journal_entries, document_attachments).
*
* Callers should:
* 1. Run reValidateProposal() first.
* 2. Use this function's return value to update the proposal row
* (status='accepted', applied_entry_id).
*/
export async function applyProposal(
supabase: SupabaseClient,
companyId: string,
userId: string,
proposal: AIProposal,
inboxItem: InvoiceInboxItem,
editedPayload?: MatchProposalPayload | BookingProposalPayload
): Promise<ApplyOutcome> {
const payload = editedPayload ?? proposal.proposal_json
if (proposal.step_type === 'match') {
return applyMatch(supabase, inboxItem, payload as MatchProposalPayload, proposal)
}
if (proposal.step_type === 'booking') {
return applyBooking(supabase, companyId, userId, inboxItem, payload as BookingProposalPayload, proposal)
}
throw new Error(`Unknown step_type: ${proposal.step_type}`)
}
async function applyMatch(
supabase: SupabaseClient,
inboxItem: InvoiceInboxItem,
payload: MatchProposalPayload,
proposal: AIProposal
): Promise<ApplyMatchOutcome> {
const { error } = await supabase
.from('invoice_inbox_items')
.update({
matched_transaction_id: payload.matched_transaction_id,
match_method: 'llm',
match_confidence: proposal.confidence,
match_reasoning: proposal.reasoning,
})
.eq('id', inboxItem.id)
if (error) {
// 23505 = the existing smart-match partial unique index (the same
// transaction was claimed by another inbox item since re-validation).
throw new Error(`Failed to apply match: ${error.message}`)
}
return {
kind: 'match_applied',
inboxItemId: inboxItem.id,
matchedTransactionId: payload.matched_transaction_id,
}
}
async function applyBooking(
supabase: SupabaseClient,
companyId: string,
userId: string,
inboxItem: InvoiceInboxItem,
payload: BookingProposalPayload,
proposal: AIProposal
): Promise<ApplyBookingOutcome> {
// 1. Draft the entry with provenance.
const input: CreateJournalEntryInput = {
fiscal_period_id: payload.fiscal_period_id,
entry_date: payload.entry_date,
description: payload.description,
source_type: 'bank_transaction',
source_id: inboxItem.matched_transaction_id!,
lines: payload.lines.map((l) => ({
account_number: l.account_number,
debit_amount: l.debit_amount,
credit_amount: l.credit_amount,
line_description: l.description,
})),
created_via: 'ai_proposed',
source_proposal_id: proposal.id,
}
const draft = await createDraftEntry(supabase, companyId, userId, input)
let entry: JournalEntry
try {
entry = await commitEntry(supabase, companyId, userId, draft.id)
} catch (commitError) {
// Mirror the safety net from createJournalEntry — cancel the orphan draft.
try {
await supabase
.from('journal_entries')
.update({ status: 'cancelled' })
.eq('id', draft.id)
.eq('status', 'draft')
} catch {
// Swallow — surface the original commit error
}
throw commitError
}
// 2. Link the document to the entry (mirror the categorize route pattern).
if (inboxItem.document_id) {
try {
await linkToJournalEntry(supabase, companyId, inboxItem.document_id, entry.id)
} catch (err) {
log.error('Failed to link document to entry (entry stays posted):', err)
// The entry is already posted; re-linking can be retried from the UI.
}
}
// 3. Link the transaction to the entry (same CAS as categorize route).
if (inboxItem.matched_transaction_id) {
const { error: txError } = await supabase
.from('transactions')
.update({
journal_entry_id: entry.id,
is_business: true,
})
.eq('id', inboxItem.matched_transaction_id)
.is('journal_entry_id', null)
if (txError) {
log.error('Failed to link transaction to entry:', txError)
}
}
// 4. Mark the inbox item confirmed.
await supabase
.from('invoice_inbox_items')
.update({ status: 'confirmed' })
.eq('id', inboxItem.id)
return {
kind: 'booking_applied',
inboxItemId: inboxItem.id,
journalEntry: entry,
}
}
lib/ai/proposals/persist.ts
-264
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@@ -1,264 +0,0 @@
/**
* Persistence helpers for ai_proposals and ai_requests.
*
* - Inserts new proposals, invalidating any prior pending proposal for the
* same (subject, step) first to keep the partial unique index happy.
* - Inserts new ai_requests with the same idempotency on (subject, request_type).
* - Appends processing_history audit events so the timeline on the inbox
* item tells the full story: DocumentIngested -> DocumentClassified ->
* AIProposalGenerated -> AIProposalAccepted -> JournalEntryPosted.
*
* All writes use the caller's Supabase client — service role for orchestrator
* context (RLS bypassed), user client for API route context (RLS enforced).
*/
import type { SupabaseClient } from '@supabase/supabase-js'
import type {
AIProposal,
AIProposalStepType,
AIRequest,
AIRequestType,
AISubjectType,
InvoiceInboxItem,
MatchProposalPayload,
BookingProposalPayload,
} from '@/types'
import { appendProcessingHistory } from '@/lib/processing-history/append'
import { createLogger } from '@/lib/logger'
const log = createLogger('ai-proposals/persist')
// ── Proposal insert ──────────────────────────────────────────────────
export interface InsertProposalInput {
companyId: string
userId: string
subjectType: AISubjectType
subjectId: string
stepType: AIProposalStepType
proposalJson: MatchProposalPayload | BookingProposalPayload
confidence: number
reasoning: string
model: string
promptVersion: string
inputTokens: number
outputTokens: number
aiRequestId?: string | null
correlationId?: string
}
/**
* Insert a new pending proposal. Invalidates any prior pending proposal for
* the same (subject, step) first so the partial unique index accepts the
* new row and the audit trail reflects the replacement.
*/
export async function insertProposal(
supabase: SupabaseClient,
input: InsertProposalInput
): Promise<AIProposal> {
// 1. Invalidate any prior pending proposal for this (subject, step).
await supabase
.from('ai_proposals')
.update({
status: 'invalidated',
invalidated_reason: 'superseded_by_new_proposal',
})
.eq('subject_type', input.subjectType)
.eq('subject_id', input.subjectId)
.eq('step_type', input.stepType)
.eq('status', 'pending')
// 2. Insert the new proposal.
const { data, error } = await supabase
.from('ai_proposals')
.insert({
company_id: input.companyId,
user_id: input.userId,
subject_type: input.subjectType,
subject_id: input.subjectId,
step_type: input.stepType,
status: 'pending',
proposal_json: input.proposalJson,
confidence: input.confidence,
reasoning: input.reasoning,
model: input.model,
prompt_version: input.promptVersion,
input_token_count: input.inputTokens,
output_token_count: input.outputTokens,
ai_request_id: input.aiRequestId ?? null,
})
.select()
.single()
if (error || !data) {
throw new Error(`Failed to insert ai_proposal: ${error?.message}`)
}
const proposal = data as AIProposal
// 3. Audit: AIProposalGenerated
if (input.correlationId) {
try {
await appendProcessingHistory({
companyId: input.companyId,
correlationId: input.correlationId,
aggregateType: 'AIProposal',
aggregateId: proposal.id,
eventType: 'AIProposalGenerated',
payload: {
proposal_id: proposal.id,
subject_type: input.subjectType,
subject_id: input.subjectId,
step_type: input.stepType,
confidence: input.confidence,
model: input.model,
prompt_version: input.promptVersion,
input_tokens: input.inputTokens,
output_tokens: input.outputTokens,
},
actor: { type: 'llm', id: 'ai-agent' },
occurredAt: new Date(),
})
} catch (err) {
log.error('Failed to append AIProposalGenerated:', err)
}
}
return proposal
}
// ── Request insert ───────────────────────────────────────────────────
export interface InsertRequestInput {
companyId: string
subjectType: AISubjectType
subjectId: string
requestType: AIRequestType
message: string
requiredFields?: Record<string, unknown>
options?: Record<string, unknown>
model?: string
promptVersion?: string
correlationId?: string
}
export async function insertRequest(
supabase: SupabaseClient,
input: InsertRequestInput
): Promise<AIRequest> {
// Idempotency: if an open request of the same (subject, request_type) exists,
// update it in place rather than erroring on the partial unique index.
const { data: existing } = await supabase
.from('ai_requests')
.select('id')
.eq('subject_type', input.subjectType)
.eq('subject_id', input.subjectId)
.eq('request_type', input.requestType)
.eq('status', 'open')
.maybeSingle()
if (existing) {
const { data: updated, error: updateError } = await supabase
.from('ai_requests')
.update({
message: input.message,
required_fields: input.requiredFields ?? null,
options: input.options ?? null,
model: input.model ?? null,
prompt_version: input.promptVersion ?? null,
})
.eq('id', existing.id)
.select()
.single()
if (updateError || !updated) {
throw new Error(`Failed to update ai_request: ${updateError?.message}`)
}
return updated as AIRequest
}
const { data, error } = await supabase
.from('ai_requests')
.insert({
company_id: input.companyId,
subject_type: input.subjectType,
subject_id: input.subjectId,
request_type: input.requestType,
message: input.message,
required_fields: input.requiredFields ?? null,
options: input.options ?? null,
model: input.model ?? null,
prompt_version: input.promptVersion ?? null,
status: 'open',
})
.select()
.single()
if (error || !data) {
throw new Error(`Failed to insert ai_request: ${error?.message}`)
}
const request = data as AIRequest
if (input.correlationId) {
try {
await appendProcessingHistory({
companyId: input.companyId,
correlationId: input.correlationId,
aggregateType: 'AIRequest',
aggregateId: request.id,
eventType: 'AIRequestCreated',
payload: {
request_id: request.id,
subject_type: input.subjectType,
subject_id: input.subjectId,
request_type: input.requestType,
},
actor: { type: 'llm', id: 'ai-agent' },
occurredAt: new Date(),
})
} catch (err) {
log.error('Failed to append AIRequestCreated:', err)
}
}
return request
}
// ── Helpers ─────────────────────────────────────────────────────────
export async function fetchInboxItem(
supabase: SupabaseClient,
companyId: string,
inboxItemId: string
): Promise<InvoiceInboxItem | null> {
const { data } = await supabase
.from('invoice_inbox_items')
.select('*')
.eq('id', inboxItemId)
.eq('company_id', companyId)
.maybeSingle()
return data as InvoiceInboxItem | null
}
/**
* Mark all pending proposals for an inbox item as skipped. Used when the
* user bypassed the AI flow and took a manual action (categorize,
* match-invoice, match-supplier-invoice) on the linked transaction.
*/
export async function skipPendingProposalsForSubject(
supabase: SupabaseClient,
subjectType: AISubjectType,
subjectId: string,
reason: string
): Promise<void> {
await supabase
.from('ai_proposals')
.update({
status: 'skipped',
invalidated_reason: reason,
})
.eq('subject_type', subjectType)
.eq('subject_id', subjectId)
.eq('status', 'pending')
}
lib/ai/proposals/re-validate.ts
-346
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@@ -1,346 +0,0 @@
/**
* Re-validation at accept time.
*
* A pending proposal can become stale between generation and accept:
* * matched transaction gets deleted or already booked
* * fiscal period closed or locked
* * account deactivated in the chart
* * inbox item already linked to a journal entry via a manual path
*
* This module runs the relevant checks and returns a typed error the API
* route translates to a structured response the UI can act on (e.g.,
* "period closed — reopen it or change the entry date").
*/
import type { SupabaseClient } from '@supabase/supabase-js'
import type {
AIProposal,
BookingProposalPayload,
MatchProposalPayload,
InvoiceInboxItem,
} from '@/types'
export type ValidationFailureCode =
| 'inbox_item_missing'
| 'inbox_item_already_booked'
| 'transaction_missing'
| 'transaction_already_booked'
| 'transaction_already_matched_elsewhere'
| 'period_missing_or_closed'
| 'account_missing_or_inactive'
| 'receipt_file_missing'
| 'step_prerequisite_missing'
| 'livsmedel_vat_rate_stale'
export interface ValidationSuccess {
ok: true
inboxItem: InvoiceInboxItem
}
export interface ValidationFailure {
ok: false
code: ValidationFailureCode
message: string
details?: Record<string, unknown>
}
export type ValidationResult = ValidationSuccess | ValidationFailure
export async function reValidateProposal(
supabase: SupabaseClient,
companyId: string,
proposal: AIProposal
): Promise<ValidationResult> {
if (proposal.subject_type !== 'inbox_item') {
return {
ok: false,
code: 'step_prerequisite_missing',
message: 'Endast inkorgsobjekt stöds i denna version.',
}
}
// Common: the inbox item still exists.
const { data: inboxItem, error: inboxError } = await supabase
.from('invoice_inbox_items')
.select('*')
.eq('id', proposal.subject_id)
.eq('company_id', companyId)
.maybeSingle()
if (inboxError || !inboxItem) {
return {
ok: false,
code: 'inbox_item_missing',
message: 'Kvittot/fakturan finns inte längre.',
}
}
const item = inboxItem as InvoiceInboxItem
// If the document has already been booked via another path, skip.
if (item.status === 'confirmed') {
return {
ok: false,
code: 'inbox_item_already_booked',
message: 'Detta dokument är redan bokfört manuellt.',
}
}
if (proposal.step_type === 'match') {
return reValidateMatch(supabase, companyId, item, proposal.proposal_json as MatchProposalPayload)
}
if (proposal.step_type === 'booking') {
return reValidateBooking(supabase, companyId, item, proposal.proposal_json as BookingProposalPayload)
}
return {
ok: false,
code: 'step_prerequisite_missing',
message: `Okänt stegtyp: ${proposal.step_type}`,
}
}
async function reValidateMatch(
supabase: SupabaseClient,
companyId: string,
item: InvoiceInboxItem,
payload: MatchProposalPayload
): Promise<ValidationResult> {
// BFL 5 kap 7§: every verifikation requires an underlying source document.
// Block the match accept when no receipt file is attached so the user
// can't reach the booking step without proof. The UI shows an upload
// affordance in the receipt detail modal for this exact case.
if (!item.document_id) {
return {
ok: false,
code: 'receipt_file_missing',
message: 'Kvittobild krävs innan du kan koppla transaktionen. Ladda upp en bild av kvittot först.',
}
}
const txId = payload.matched_transaction_id
const { data: tx } = await supabase
.from('transactions')
.select('id, journal_entry_id, company_id')
.eq('id', txId)
.eq('company_id', companyId)
.maybeSingle()
if (!tx) {
return {
ok: false,
code: 'transaction_missing',
message: 'Den föreslagna transaktionen finns inte längre.',
}
}
if (tx.journal_entry_id) {
return {
ok: false,
code: 'transaction_already_booked',
message: 'Transaktionen är redan bokförd.',
}
}
// Another inbox item may have claimed this transaction via the existing
// smart-match partial unique index.
const { data: claimingInbox } = await supabase
.from('invoice_inbox_items')
.select('id')
.eq('matched_transaction_id', txId)
.eq('company_id', companyId)
.neq('id', item.id)
.maybeSingle()
if (claimingInbox) {
return {
ok: false,
code: 'transaction_already_matched_elsewhere',
message: 'Transaktionen är redan matchad till ett annat dokument.',
}
}
return { ok: true, inboxItem: item }
}
async function reValidateBooking(
supabase: SupabaseClient,
companyId: string,
item: InvoiceInboxItem,
payload: BookingProposalPayload
): Promise<ValidationResult> {
if (!item.matched_transaction_id) {
return {
ok: false,
code: 'step_prerequisite_missing',
message: 'Ingen matchande transaktion — stäng först matchningssteget.',
}
}
// The transaction still exists and is still unbooked.
const { data: tx } = await supabase
.from('transactions')
.select('id, journal_entry_id')
.eq('id', item.matched_transaction_id)
.eq('company_id', companyId)
.maybeSingle()
if (!tx) {
return {
ok: false,
code: 'transaction_missing',
message: 'Den matchade transaktionen finns inte längre.',
}
}
if (tx.journal_entry_id) {
return {
ok: false,
code: 'transaction_already_booked',
message: 'Transaktionen har redan bokförts.',
}
}
// Fiscal period is open.
const { data: period } = await supabase
.from('fiscal_periods')
.select('id, is_closed, locked_at')
.eq('id', payload.fiscal_period_id)
.eq('company_id', companyId)
.maybeSingle()
if (!period || period.is_closed || period.locked_at) {
return {
ok: false,
code: 'period_missing_or_closed',
message: 'Räkenskapsåret är låst eller finns inte längre.',
}
}
// All accounts in the proposed lines are active in the chart.
const accountNumbers = [...new Set(payload.lines.map((l) => l.account_number))]
const { data: accounts } = await supabase
.from('chart_of_accounts')
.select('account_number, is_active')
.eq('company_id', companyId)
.in('account_number', accountNumbers)
const foundActive = new Set(
(accounts || []).filter((a) => a.is_active).map((a) => a.account_number)
)
const missing = accountNumbers.filter((n) => !foundActive.has(n))
if (missing.length > 0) {
return {
ok: false,
code: 'account_missing_or_inactive',
message: `Kontona saknas eller är inaktiva: ${missing.join(', ')}`,
details: { missing_accounts: missing },
}
}
const livsmedelMismatch = detectLivsmedelRateMismatch(item, payload)
if (livsmedelMismatch) {
return {
ok: false,
code: 'livsmedel_vat_rate_stale',
message: livsmedelMismatch.message,
details: livsmedelMismatch.details,
}
}
return { ok: true, inboxItem: item }
}
// Sweden's livsmedel VAT temporarily drops from 12% to 6% between
// 2026-04-01 and 2027-12-31 (Prop. 2025/26:55). Restaurang/servering stays
// at 12% throughout. This guard catches AI proposals where the rate label
// is stale relative to the entry date for clearly-grocery merchants. The
// prompt is the primary defence; this is the safety net for prompt drift.
const LIVSMEDEL_REDUCED_START = '2026-04-01'
const LIVSMEDEL_REDUCED_END = '2027-12-31'
const GROCERY_CHAIN_KEYWORDS = [
'ica maxi',
'ica kvantum',
'ica supermarket',
'ica nära',
'ica',
'coop',
'hemköp',
'willys',
'lidl',
'city gross',
'tempo',
'mathem',
'mat.se',
'matse',
'netto',
'matöppet',
]
const RESTAURANG_KEYWORDS = [
'restaurang',
'servering',
'pizzeria',
'bistro',
'lunchrestaurang',
'sushi',
'café',
'kafé',
'cafe',
]
function detectLivsmedelRateMismatch(
item: InvoiceInboxItem,
payload: BookingProposalPayload
): { message: string; details: Record<string, unknown> } | null {
const treatment = payload.vat_treatment
if (treatment !== 'reduced_12' && treatment !== 'reduced_6') return null
const haystack = [
payload.description ?? '',
...payload.lines.map((l) => l.description ?? ''),
JSON.stringify(item.extracted_data ?? {}),
]
.join(' ')
.toLowerCase()
const isGrocery = GROCERY_CHAIN_KEYWORDS.some((k) => haystack.includes(k))
const isRestaurang = RESTAURANG_KEYWORDS.some((k) => haystack.includes(k))
// If both signals fire, treat as ambiguous and let it through — the
// user will review on the inbox card anyway.
if (isGrocery === isRestaurang) return null
const date = payload.entry_date
const inReducedWindow = date >= LIVSMEDEL_REDUCED_START && date <= LIVSMEDEL_REDUCED_END
if (isGrocery && treatment === 'reduced_12' && inReducedWindow) {
return {
message:
'Momssatsen 12 % stämmer inte — livsmedel ska bokföras med 6 % moms från 1 april 2026 t.o.m. 31 december 2027. Justera förslaget eller bokför manuellt.',
details: { signal: 'grocery', treatment, entry_date: date, expected: 'reduced_6' },
}
}
if (isGrocery && treatment === 'reduced_6' && !inReducedWindow) {
return {
message:
'Momssatsen 6 % gäller endast för livsmedel mellan 1 april 2026 och 31 december 2027. Övriga datum ska bokföras med 12 %.',
details: { signal: 'grocery', treatment, entry_date: date, expected: 'reduced_12' },
}
}
if (isRestaurang && treatment === 'reduced_6') {
return {
message:
'Restaurang- och serveringstjänster har 12 % moms (omfattas inte av livsmedelssänkningen). Justera förslaget eller bokför manuellt.',
details: { signal: 'restaurang', treatment, entry_date: date, expected: 'reduced_12' },
}
}
return null
}
lib/api/__tests__/schemas.test.ts
+10 -2
View File
@@ -1033,12 +1033,20 @@ describe('UpdateSettingsSchema', () => {
expect(result.success).toBe(true) expect(result.success).toBe(true)
}) })
it('rejects aktiebolag with kontantmetoden (BFNAR 2006:1)', () => { it('allows aktiebolag with kontantmetoden (BFL 5 kap. 2 §)', () => {
const result = UpdateSettingsSchema.safeParse({ const result = UpdateSettingsSchema.safeParse({
entity_type: 'aktiebolag', entity_type: 'aktiebolag',
accounting_method: 'cash', accounting_method: 'cash',
}) })
expect(result.success).toBe(false) expect(result.success).toBe(true)
})
it('allows aktiebolag with faktureringsmetoden', () => {
const result = UpdateSettingsSchema.safeParse({
entity_type: 'aktiebolag',
accounting_method: 'accrual',
})
expect(result.success).toBe(true)
}) })
it('allows enskild firma with kontantmetoden', () => { it('allows enskild firma with kontantmetoden', () => {
lib/api/schemas.ts
-12
View File
@@ -411,18 +411,6 @@ export const UpdateSettingsSchema = z.object({
message: 'Enskild firma must have fiscal year starting in January (BFL 3 kap.)', message: 'Enskild firma must have fiscal year starting in January (BFL 3 kap.)',
path: ['fiscal_year_start_month'], path: ['fiscal_year_start_month'],
} }
).refine(
(data) => {
// BFNAR 2006:1: Aktiebolag must use accrual accounting (faktureringsmetoden)
if (data.entity_type === 'aktiebolag' && data.accounting_method !== undefined) {
return data.accounting_method === 'accrual'
}
return true
},
{
message: 'Aktiebolag måste använda faktureringsmetoden (BFNAR 2006:1)',
path: ['accounting_method'],
}
) )
// ============================================================ // ============================================================
lib/bookkeeping/engine.ts
-2
View File
@@ -223,8 +223,6 @@ export async function createDraftEntry(
source_id: input.source_id || null, source_id: input.source_id || null,
notes: input.notes || null, notes: input.notes || null,
status: 'draft', status: 'draft',
created_via: input.created_via || 'manual',
source_proposal_id: input.source_proposal_id || null,
}) })
.select() .select()
.single() .single()
lib/company/__tests__/actions.test.ts
+1 -1
View File
@@ -260,7 +260,7 @@ describe('createCompanyFromTicRole', () => {
expect(settings.entity_type).toBe('enskild_firma') expect(settings.entity_type).toBe('enskild_firma')
expect(settings.vat_registered).toBe(false) expect(settings.vat_registered).toBe(false)
expect(settings.moms_period).toBeNull() expect(settings.moms_period).toBeNull()
// EF entities default to cash per K1/BFNAR 2013:2; AB must use accrual (K2/K3). // Default for EF is kontantmetoden (BFL 5 kap. 2 §); AB defaults to accrual but may switch.
expect(settings.accounting_method).toBe('cash') expect(settings.accounting_method).toBe('cash')
}) })
}) })
lib/company/actions.ts
+3 -5
View File
@@ -303,11 +303,9 @@ export async function createCompanyFromTicRole(params: {
// under SFL. // under SFL.
const momsPeriod = vatRegistered ? 'quarterly' : null const momsPeriod = vatRegistered ? 'quarterly' : null
// EF ≤3 MSEK may use kontantmetoden under K1/BFNAR 2013:2; above that // Default by entity_type: EF → kontantmetoden, AB → faktureringsmetoden.
// threshold, BFNAR 2017:3 requires bokföringsmässiga grunder. We default // Both forms may use either method under BFL 5 kap. 2 § when annual net
// to cash because the vast majority of EF users are small; users above // turnover is normally ≤ 3 MSEK; users can change in /settings/bookkeeping.
// the threshold can switch in /settings/bookkeeping. Aktiebolag must use
// accrual under K2/K3.
const accountingMethod = entityType === 'enskild_firma' ? 'cash' : 'accrual' const accountingMethod = entityType === 'enskild_firma' ? 'cash' : 'accrual'
const settings: Record<string, unknown> = { const settings: Record<string, unknown> = {
lib/documents/__tests__/document-matcher.test.ts
-352
View File
@@ -1,352 +0,0 @@
import { describe, it, expect, vi, beforeEach } from 'vitest'
import { matchDocumentToTransactions } from '../document-matcher'
import { makeInvoiceInboxItem, makeTransaction } from '@/tests/helpers'
import type { InvoiceExtractionResult, ReceiptExtractionResult } from '@/types'
describe('matchDocumentToTransactions', () => {
const mockSupabase = {} as never // Not used when candidateTransactions is provided
beforeEach(() => {
vi.clearAllMocks()
})
describe('supplier_invoice matching', () => {
const baseExtraction: InvoiceExtractionResult = {
supplier: {
name: 'Telia AB',
orgNumber: '556103-4249',
vatNumber: 'SE556103424901',
address: 'Stockholm',
bankgiro: '5820-5093',
plusgiro: null,
},
invoice: {
invoiceNumber: 'INV-2024-001',
invoiceDate: '2024-06-10',
dueDate: '2024-06-20',
paymentReference: '73401284756',
currency: 'SEK',
},
lineItems: [],
totals: { subtotal: 800, vatAmount: 200, total: 1000 },
vatBreakdown: [],
confidence: 0.95,
}
it('returns null for government_letter type', async () => {
const item = makeInvoiceInboxItem({
document_type: 'government_letter',
extracted_data: baseExtraction as unknown as Record<string, unknown>,
})
const result = await matchDocumentToTransactions(mockSupabase, 'user-1', item, [])
expect(result).toBeNull()
})
it('returns null when no extracted_data', async () => {
const item = makeInvoiceInboxItem({ extracted_data: null })
const result = await matchDocumentToTransactions(mockSupabase, 'user-1', item, [])
expect(result).toBeNull()
})
it('returns null when no candidate transactions', async () => {
const item = makeInvoiceInboxItem({
status: 'ready',
extracted_data: baseExtraction as unknown as Record<string, unknown>,
})
const result = await matchDocumentToTransactions(mockSupabase, 'user-1', item, [])
expect(result).toBeNull()
})
it('pass 1: matches by payment reference with 0.98 confidence', async () => {
const item = makeInvoiceInboxItem({
status: 'ready',
extracted_data: baseExtraction as unknown as Record<string, unknown>,
})
const tx = makeTransaction({
amount: -1000,
reference: '73401284756',
date: '2024-06-20',
})
const result = await matchDocumentToTransactions(mockSupabase, 'user-1', item, [tx])
expect(result).not.toBeNull()
expect(result!.confidence).toBe(0.98)
expect(result!.method).toBe('payment_reference')
expect(result!.transactionId).toBe(tx.id)
})
it('pass 1: matches with whitespace/dash-normalized references', async () => {
const item = makeInvoiceInboxItem({
status: 'ready',
extracted_data: baseExtraction as unknown as Record<string, unknown>,
})
const tx = makeTransaction({
amount: -1000,
reference: '734 012 847 56',
date: '2024-06-20',
})
const result = await matchDocumentToTransactions(mockSupabase, 'user-1', item, [tx])
expect(result).not.toBeNull()
expect(result!.confidence).toBe(0.98)
expect(result!.method).toBe('payment_reference')
})
it('pass 2: matches by exact amount + bankgiro with 0.92 confidence', async () => {
const extractionNoRef = {
...baseExtraction,
invoice: { ...baseExtraction.invoice, paymentReference: null },
}
const item = makeInvoiceInboxItem({
status: 'ready',
extracted_data: extractionNoRef as unknown as Record<string, unknown>,
})
const tx = makeTransaction({
amount: -1000,
reference: null,
description: 'BETALNING 58205093',
date: '2024-06-20',
})
const result = await matchDocumentToTransactions(mockSupabase, 'user-1', item, [tx])
expect(result).not.toBeNull()
expect(result!.confidence).toBe(0.92)
expect(result!.method).toBe('payment_reference')
})
it('pass 3: matches by exact amount + date proximity with 0.85 confidence', async () => {
const extractionNoBg = {
...baseExtraction,
invoice: { ...baseExtraction.invoice, paymentReference: null },
supplier: { ...baseExtraction.supplier, bankgiro: null, plusgiro: null },
}
const item = makeInvoiceInboxItem({
status: 'ready',
extracted_data: extractionNoBg as unknown as Record<string, unknown>,
})
const tx = makeTransaction({
amount: -1000,
reference: null,
description: 'PAYMENT',
date: '2024-06-22',
merchant_name: null,
})
const result = await matchDocumentToTransactions(mockSupabase, 'user-1', item, [tx])
expect(result).not.toBeNull()
expect(result!.confidence).toBe(0.85)
expect(result!.method).toBe('amount_date')
})
it('pass 3: matches with lower confidence at 6–14 days', async () => {
const extractionNoBg = {
...baseExtraction,
invoice: { ...baseExtraction.invoice, paymentReference: null },
supplier: { ...baseExtraction.supplier, bankgiro: null, plusgiro: null },
}
const item = makeInvoiceInboxItem({
status: 'ready',
extracted_data: extractionNoBg as unknown as Record<string, unknown>,
})
const tx = makeTransaction({
amount: -1000,
reference: null,
description: 'PAYMENT',
date: '2024-06-28', // 8 days after due date
merchant_name: null,
})
const result = await matchDocumentToTransactions(mockSupabase, 'user-1', item, [tx])
expect(result).not.toBeNull()
expect(result!.confidence).toBe(0.75)
expect(result!.method).toBe('amount_date')
})
it('pass 3: does not match if date is >14 days away', async () => {
const extractionNoBg = {
...baseExtraction,
invoice: { ...baseExtraction.invoice, paymentReference: null },
supplier: { ...baseExtraction.supplier, bankgiro: null, plusgiro: null },
}
const item = makeInvoiceInboxItem({
status: 'ready',
extracted_data: extractionNoBg as unknown as Record<string, unknown>,
})
const tx = makeTransaction({
amount: -1000,
reference: null,
description: 'PAYMENT',
date: '2024-07-06', // 16 days after due date
merchant_name: null,
})
const result = await matchDocumentToTransactions(mockSupabase, 'user-1', item, [tx])
expect(result).toBeNull()
})
it('pass 4: matches by fuzzy amount + supplier name with 0.70 confidence', async () => {
const extractionMinimal = {
...baseExtraction,
invoice: {
...baseExtraction.invoice,
paymentReference: null,
dueDate: null,
invoiceDate: null,
},
supplier: {
...baseExtraction.supplier,
bankgiro: null,
plusgiro: null,
name: 'Telia Sverige',
},
}
const item = makeInvoiceInboxItem({
status: 'ready',
extracted_data: extractionMinimal as unknown as Record<string, unknown>,
})
const tx = makeTransaction({
amount: -1000,
reference: null,
description: 'telia faktura april',
date: '2024-06-15',
merchant_name: null,
})
const result = await matchDocumentToTransactions(mockSupabase, 'user-1', item, [tx])
expect(result).not.toBeNull()
expect(result!.confidence).toBe(0.70)
expect(result!.method).toBe('amount_merchant')
})
it('prefers higher confidence matches', async () => {
const item = makeInvoiceInboxItem({
status: 'ready',
extracted_data: baseExtraction as unknown as Record<string, unknown>,
})
const txWithRef = makeTransaction({
amount: -1000,
reference: '73401284756',
date: '2024-06-20',
})
const txWithAmount = makeTransaction({
amount: -1000,
reference: null,
description: 'BETALNING',
date: '2024-06-20',
})
const result = await matchDocumentToTransactions(mockSupabase, 'user-1', item, [txWithAmount, txWithRef])
expect(result!.confidence).toBe(0.98)
expect(result!.transactionId).toBe(txWithRef.id)
})
})
describe('receipt matching', () => {
const receiptExtraction: ReceiptExtractionResult = {
merchant: {
name: 'ICA Maxi',
orgNumber: null,
vatNumber: null,
isForeign: false,
},
receipt: {
date: '2024-06-15',
time: '14:30',
currency: 'SEK',
},
lineItems: [],
totals: { subtotal: 239.2, vatAmount: 59.8, total: 299 },
flags: {
isRestaurant: false,
isSystembolaget: false,
isForeignMerchant: false,
},
confidence: 0.92,
}
it('matches receipt to transaction with high confidence', async () => {
const item = makeInvoiceInboxItem({
document_type: 'receipt',
status: 'ready',
extracted_data: receiptExtraction as unknown as Record<string, unknown>,
})
const tx = makeTransaction({
amount: -299,
date: '2024-06-15',
merchant_name: 'ICA Maxi',
description: 'ICA MAXI STOCKHOLM',
})
const result = await matchDocumentToTransactions(mockSupabase, 'user-1', item, [tx])
expect(result).not.toBeNull()
expect(result!.method).toBe('receipt_match')
expect(result!.confidence).toBeGreaterThanOrEqual(0.60)
})
it('returns null when amount is too different', async () => {
const item = makeInvoiceInboxItem({
document_type: 'receipt',
status: 'ready',
extracted_data: receiptExtraction as unknown as Record<string, unknown>,
})
const tx = makeTransaction({
amount: -500,
date: '2024-06-15',
merchant_name: 'ICA Maxi',
})
const result = await matchDocumentToTransactions(mockSupabase, 'user-1', item, [tx])
expect(result).toBeNull()
})
it('returns null when date is too far away', async () => {
const item = makeInvoiceInboxItem({
document_type: 'receipt',
status: 'ready',
extracted_data: receiptExtraction as unknown as Record<string, unknown>,
})
const tx = makeTransaction({
amount: -299,
date: '2024-06-25', // 10 days after
merchant_name: 'ICA Maxi',
})
const result = await matchDocumentToTransactions(mockSupabase, 'user-1', item, [tx])
expect(result).toBeNull()
})
it('skips transactions with existing receipt_id', async () => {
const item = makeInvoiceInboxItem({
document_type: 'receipt',
status: 'ready',
extracted_data: receiptExtraction as unknown as Record<string, unknown>,
})
const tx = makeTransaction({
amount: -299,
date: '2024-06-15',
merchant_name: 'ICA Maxi',
receipt_id: 'existing-receipt',
})
const result = await matchDocumentToTransactions(mockSupabase, 'user-1', item, [tx])
expect(result).toBeNull()
})
it('returns null when total is 0 or null', async () => {
const zeroExtraction = {
...receiptExtraction,
totals: { ...receiptExtraction.totals, total: 0 },
}
const item = makeInvoiceInboxItem({
document_type: 'receipt',
status: 'ready',
extracted_data: zeroExtraction as unknown as Record<string, unknown>,
})
const tx = makeTransaction({ amount: -299, date: '2024-06-15' })
const result = await matchDocumentToTransactions(mockSupabase, 'user-1', item, [tx])
expect(result).toBeNull()
})
})
})
lib/documents/batch-match.ts
-127
View File
@@ -1,127 +0,0 @@
/**
* Batch Document Matching
*
* Orchestrates matching multiple inbox items to transactions in a single sweep.
* Fetches all unbooked transactions once, then runs per-item matching with
* greedy assignment to prevent double-matching.
*/
import type { SupabaseClient } from '@supabase/supabase-js'
import type { InvoiceInboxItem, Transaction } from '@/types'
import { matchDocumentToTransactions, type DocumentMatchResult } from './document-matcher'
export interface BatchMatchResult {
matched: number
total: number
matches: Array<{ inboxItemId: string; result: DocumentMatchResult }>
}
/**
* Run a matching sweep for all ready unmatched inbox items.
*
* 1. Fetches all ready/processing inbox items without a matched_transaction_id
* 2. Fetches all unbooked expense transactions
* 3. Runs matching per item, greedily assigning (highest confidence first)
* 4. Persists matches back to inbox items
*/
export async function runDocumentMatchingSweep(
supabase: SupabaseClient,
companyId: string,
inboxItemIds?: string[]
): Promise<BatchMatchResult> {
// 1. Fetch unmatched inbox items
let query = supabase
.from('invoice_inbox_items')
.select('*')
.eq('company_id', companyId)
.is('matched_transaction_id', null)
.in('status', ['ready', 'processing'])
if (inboxItemIds && inboxItemIds.length > 0) {
query = query.in('id', inboxItemIds)
}
const { data: inboxItems, error: itemsError } = await query
if (itemsError || !inboxItems || inboxItems.length === 0) {
console.log(`[batch-match] No unmatched inbox items found`)
return { matched: 0, total: 0, matches: [] }
}
console.log(`[batch-match] Starting sweep: ${inboxItems.length} unmatched inbox items`)
// 2. Fetch all unbooked expense transactions (broad window: last 90 days)
const ninetyDaysAgo = new Date()
ninetyDaysAgo.setDate(ninetyDaysAgo.getDate() - 90)
const { data: transactions, error: txError } = await supabase
.from('transactions')
.select('*')
.eq('company_id', companyId)
.is('journal_entry_id', null)
.is('is_business', null)
.lt('amount', 0)
.gte('date', ninetyDaysAgo.toISOString().split('T')[0])
.order('date', { ascending: false })
if (txError || !transactions || transactions.length === 0) {
console.log(`[batch-match] No candidate transactions found (last 90 days)`)
return { matched: 0, total: inboxItems.length, matches: [] }
}
console.log(`[batch-match] ${transactions.length} candidate transactions (last 90 days)`)
// 3. Run matching for each item and collect results
const pendingMatches: Array<{
inboxItemId: string
result: DocumentMatchResult
}> = []
for (const item of inboxItems as InvoiceInboxItem[]) {
const result = await matchDocumentToTransactions(
supabase,
companyId,
item,
transactions as Transaction[]
)
if (result) {
pendingMatches.push({ inboxItemId: item.id, result })
}
}
// 4. Greedy assignment: sort by confidence desc, assign each transaction at most once
pendingMatches.sort((a, b) => b.result.confidence - a.result.confidence)
const assignedTransactionIds = new Set<string>()
const finalMatches: typeof pendingMatches = []
for (const match of pendingMatches) {
if (assignedTransactionIds.has(match.result.transactionId)) {
console.log(`[batch-match] Skipped item=${match.inboxItemId} → tx=${match.result.transactionId} (already assigned to higher-confidence match)`)
continue // Transaction already assigned to a higher-confidence match
}
assignedTransactionIds.add(match.result.transactionId)
finalMatches.push(match)
}
console.log(`[batch-match] Sweep complete: ${finalMatches.length}/${inboxItems.length} items matched, ${pendingMatches.length - finalMatches.length} skipped (greedy dedup)`)
// 5. Persist matches
for (const { inboxItemId, result } of finalMatches) {
await supabase
.from('invoice_inbox_items')
.update({
matched_transaction_id: result.transactionId,
match_confidence: result.confidence,
match_method: result.method,
})
.eq('id', inboxItemId)
.eq('company_id', companyId)
}
return {
matched: finalMatches.length,
total: inboxItems.length,
matches: finalMatches,
}
}
lib/documents/document-matcher.ts
-322
View File
@@ -1,322 +0,0 @@
/**
* Document-to-Transaction Matcher
*
* Pure matching logic that works from extracted data already stored on inbox items.
* Zero AI or extension dependencies — works entirely from structured data.
*
* Matching passes by document type:
*
* Supplier invoices:
* 1. Payment reference exact match → 0.98
* 2. Exact amount + bankgiro → 0.92
* 3. Exact amount + date ±5 days → 0.85
* 4. Fuzzy amount + supplier name → 0.70
*
* Receipts:
* Weighted scoring (amount 40%, date 25%, merchant 35%), min confidence 0.60
*/
import type { SupabaseClient } from '@supabase/supabase-js'
import type { InvoiceInboxItem, Transaction, InvoiceExtractionResult, ReceiptExtractionResult } from '@/types'
import {
calculateMerchantSimilarity,
calculateMatchConfidence,
} from './core-receipt-matcher'
export type DocumentMatchMethod =
| 'payment_reference'
| 'amount_date'
| 'amount_merchant'
| 'receipt_match'
export interface DocumentMatchResult {
transactionId: string
confidence: number
method: DocumentMatchMethod
matchReasons: string[]
}
/**
* Match a single inbox item to the best candidate transaction.
*
* If `candidateTransactions` is not provided, fetches unbooked expense
* transactions within ±7 days of the document date.
*/
export async function matchDocumentToTransactions(
supabase: SupabaseClient,
companyId: string,
inboxItem: InvoiceInboxItem,
candidateTransactions?: Transaction[]
): Promise<DocumentMatchResult | null> {
const tag = `[document-matcher] item=${inboxItem.id} type=${inboxItem.document_type}`
// Only match supplier invoices and receipts
if (inboxItem.document_type === 'government_letter' || inboxItem.document_type === 'unknown') {
console.log(`${tag} — skipped (unsupported document type)`)
return null
}
if (!inboxItem.extracted_data) {
console.log(`${tag} — skipped (no extracted_data)`)
return null
}
const transactions = candidateTransactions ?? (await fetchCandidateTransactions(supabase, companyId, inboxItem))
console.log(`${tag} — ${transactions.length} candidate transactions`)
if (transactions.length === 0) {
console.log(`${tag} — no candidates, aborting`)
return null
}
let result: DocumentMatchResult | null = null
if (inboxItem.document_type === 'supplier_invoice') {
result = matchSupplierInvoiceDocument(inboxItem, transactions)
} else if (inboxItem.document_type === 'receipt') {
result = matchReceiptDocument(inboxItem, transactions)
}
if (result) {
console.log(`${tag} — MATCHED tx=${result.transactionId} confidence=${result.confidence} method=${result.method} reasons=[${result.matchReasons.join(', ')}]`)
} else {
console.log(`${tag} — no match found`)
}
return result
}
/**
* Fetch unbooked expense transactions within ±7 days of the document date.
*/
async function fetchCandidateTransactions(
supabase: SupabaseClient,
companyId: string,
inboxItem: InvoiceInboxItem
): Promise<Transaction[]> {
const docDate = getDocumentDate(inboxItem)
if (!docDate) return []
const startDate = new Date(docDate)
startDate.setDate(startDate.getDate() - 7)
const endDate = new Date(docDate)
endDate.setDate(endDate.getDate() + 7)
const { data, error } = await supabase
.from('transactions')
.select('*')
.eq('company_id', companyId)
.is('journal_entry_id', null)
.is('is_business', null)
.lt('amount', 0)
.gte('date', startDate.toISOString().split('T')[0])
.lte('date', endDate.toISOString().split('T')[0])
.order('date', { ascending: false })
if (error || !data) return []
return data as Transaction[]
}
/**
* Extract the most relevant date from an inbox item's extracted data.
*/
function getDocumentDate(inboxItem: InvoiceInboxItem): string | null {
const data = inboxItem.extracted_data as Record<string, unknown> | null
if (!data) return null
if (inboxItem.document_type === 'supplier_invoice') {
const extraction = data as unknown as InvoiceExtractionResult
return extraction.invoice?.dueDate ?? extraction.invoice?.invoiceDate ?? null
}
if (inboxItem.document_type === 'receipt') {
const extraction = data as unknown as ReceiptExtractionResult
return extraction.receipt?.date ?? null
}
return null
}
/**
* Match a supplier invoice inbox item to transactions using a 4-pass algorithm.
*/
function matchSupplierInvoiceDocument(
inboxItem: InvoiceInboxItem,
transactions: Transaction[]
): DocumentMatchResult | null {
const tag = `[document-matcher:supplier] item=${inboxItem.id}`
const extraction = inboxItem.extracted_data as unknown as InvoiceExtractionResult
if (!extraction) return null
const invoiceTotal = extraction.totals?.total
if (invoiceTotal == null || invoiceTotal === 0) {
console.log(`${tag} — no invoice total in extracted data`)
return null
}
const paymentRef = extraction.invoice?.paymentReference
const bankgiro = extraction.supplier?.bankgiro
const plusgiro = extraction.supplier?.plusgiro
const supplierName = extraction.supplier?.name
const dueDate = extraction.invoice?.dueDate ?? extraction.invoice?.invoiceDate
console.log(`${tag} — extracted: total=${invoiceTotal}, supplier=${supplierName || '?'}, dueDate=${dueDate || '?'}, paymentRef=${paymentRef || '?'}, bankgiro=${bankgiro || '?'}, templateId=${extraction.suggestedTemplateId || '?'}`)
let bestMatch: DocumentMatchResult | null = null
for (const tx of transactions) {
const txAmount = Math.abs(tx.amount)
const txDesc = (tx.description || '').toLowerCase()
const txRef = tx.reference || ''
// Pass 1: Payment reference exact match → 0.98
if (paymentRef && txRef) {
const normTxRef = txRef.replace(/\D/g, '')
const normPayRef = paymentRef.replace(/\D/g, '')
if (normTxRef && normPayRef && normTxRef === normPayRef) {
console.log(`${tag} — Pass 1 HIT: tx=${tx.id} ref=${normPayRef}`)
return {
transactionId: tx.id,
confidence: 0.98,
method: 'payment_reference',
matchReasons: ['Betalningsreferens matchar'],
}
}
}
// Pass 2: Exact amount + bankgiro/plusgiro → 0.92
const amountMatch = Math.abs(txAmount - invoiceTotal) < 0.005
if (amountMatch) {
const bgNorm = bankgiro?.replace(/\D/g, '')
const pgNorm = plusgiro?.replace(/\D/g, '')
const hasBgMatch = bgNorm && txDesc.includes(bgNorm)
const hasPgMatch = pgNorm && txDesc.includes(pgNorm)
if (hasBgMatch || hasPgMatch) {
console.log(`${tag} — Pass 2 HIT: tx=${tx.id} amount=${txAmount} bg/pg match`)
return {
transactionId: tx.id,
confidence: 0.92,
method: 'payment_reference',
matchReasons: ['Exakt belopp', hasBgMatch ? 'Bankgiro matchar' : 'Plusgiro matchar'],
}
}
}
// Pass 3: Exact amount + date ±14 days → 0.85 (close) / 0.75 (wider)
// Invoices are often paid early or a few days late, so we use a 14-day window.
if (amountMatch && dueDate) {
const txDate = new Date(tx.date)
const docDate = new Date(dueDate)
const diffDays = Math.abs((txDate.getTime() - docDate.getTime()) / (1000 * 60 * 60 * 24))
if (diffDays <= 14) {
// Higher confidence for close dates, lower for wider window
const confidence = diffDays <= 5 ? 0.85 : 0.75
console.log(`${tag} — Pass 3 HIT: tx=${tx.id} amount=${txAmount} date_diff=${diffDays.toFixed(1)}d → confidence=${confidence}`)
const candidate: DocumentMatchResult = {
transactionId: tx.id,
confidence,
method: 'amount_date',
matchReasons: ['Exakt belopp', diffDays === 0 ? 'Exakt datum' : `Datum ±${Math.round(diffDays)} dagar`],
}
if (!bestMatch || candidate.confidence > bestMatch.confidence) {
bestMatch = candidate
}
}
}
// Pass 4: Fuzzy amount (±1%) + supplier name in description → 0.70
const fuzzyAmountMatch = Math.abs(txAmount - invoiceTotal) / invoiceTotal <= 0.01
if (fuzzyAmountMatch && supplierName) {
const normalizedName = supplierName.toLowerCase().replace(/[^\w\såäöé]/g, '')
const nameWords = normalizedName.split(/\s+/).filter((w) => w.length >= 3)
const nameInDesc = nameWords.some((word) => txDesc.includes(word))
if (nameInDesc) {
console.log(`${tag} — Pass 4 HIT: tx=${tx.id} amount=${txAmount} (~${((Math.abs(txAmount - invoiceTotal) / invoiceTotal) * 100).toFixed(1)}%) name words=[${nameWords.join(',')}]`)
const candidate: DocumentMatchResult = {
transactionId: tx.id,
confidence: 0.70,
method: 'amount_merchant',
matchReasons: ['Belopp matchar (±1%)', 'Leverantörsnamn i beskrivning'],
}
if (!bestMatch || candidate.confidence > bestMatch.confidence) {
bestMatch = candidate
}
}
}
}
return bestMatch
}
/**
* Match a receipt inbox item to transactions using weighted scoring.
* Weights: amount 40%, date 25%, merchant 35%. Min confidence: 0.60.
*/
function matchReceiptDocument(
inboxItem: InvoiceInboxItem,
transactions: Transaction[]
): DocumentMatchResult | null {
const tag = `[document-matcher:receipt] item=${inboxItem.id}`
const extraction = inboxItem.extracted_data as unknown as ReceiptExtractionResult
if (!extraction) return null
const receiptTotal = extraction.totals?.total
const receiptDate = extraction.receipt?.date
const merchantName = extraction.merchant?.name
if (receiptTotal == null || receiptTotal === 0) {
console.log(`${tag} — no receipt total in extracted data`)
return null
}
console.log(`${tag} — extracted: total=${receiptTotal}, date=${receiptDate || '?'}, merchant=${merchantName || '?'}, templateId=${extraction.suggestedTemplateId || '?'}`)
let bestMatch: DocumentMatchResult | null = null
for (const tx of transactions) {
if (tx.receipt_id) continue // Skip already matched
const txAmount = Math.abs(tx.amount)
const txDate = new Date(tx.date)
// Calculate date variance
const dateVariance = receiptDate
? Math.abs((new Date(receiptDate).getTime() - txDate.getTime()) / (1000 * 60 * 60 * 24))
: 3 // Default to tolerance boundary if no date
if (dateVariance > 3) continue
// Calculate amount variance
const amountVariance = Math.abs(receiptTotal - txAmount) / receiptTotal
if (amountVariance > 0.05) continue // Skip if >5% off
// Calculate merchant similarity
const txMerchant = tx.merchant_name || tx.description || ''
const merchantSimilarity = merchantName
? calculateMerchantSimilarity(merchantName, txMerchant)
: 0
const { confidence, matchReasons } = calculateMatchConfidence(
dateVariance,
amountVariance,
merchantSimilarity
)
console.log(`${tag} — scoring tx=${tx.id} "${tx.description}": date_var=${dateVariance.toFixed(1)}d amount_var=${(amountVariance * 100).toFixed(1)}% merchant_sim=${merchantSimilarity.toFixed(2)} → confidence=${confidence}`)
if (confidence >= 0.60 && (!bestMatch || confidence > bestMatch.confidence)) {
bestMatch = {
transactionId: tx.id,
confidence,
method: 'receipt_match',
matchReasons,
}
}
}
return bestMatch
}
lib/events/types.ts
-9
View File
@@ -10,8 +10,6 @@ import type {
ReconciliationMethod, ReconciliationMethod,
InvoiceInboxItem, InvoiceInboxItem,
SupplierInvoice, SupplierInvoice,
AIProposal,
AIRequest,
} from '@/types' } from '@/types'
// ============================================================ // ============================================================
@@ -78,8 +76,6 @@ export type CoreEvent =
| { type: 'supplier_invoice.received'; payload: { inboxItem: InvoiceInboxItem; userId: string; companyId: string } } | { type: 'supplier_invoice.received'; payload: { inboxItem: InvoiceInboxItem; userId: string; companyId: string } }
| { type: 'supplier_invoice.extracted'; payload: { inboxItem: InvoiceInboxItem; confidence: number; userId: string; companyId: string } } | { type: 'supplier_invoice.extracted'; payload: { inboxItem: InvoiceInboxItem; confidence: number; userId: string; companyId: string } }
| { type: 'supplier_invoice.confirmed'; payload: { inboxItem: InvoiceInboxItem; supplierInvoice: SupplierInvoice; userId: string; companyId: string } } | { type: 'supplier_invoice.confirmed'; payload: { inboxItem: InvoiceInboxItem; supplierInvoice: SupplierInvoice; userId: string; companyId: string } }
// Generic inbox classification (fires for all document_types after classify)
| { type: 'inbox_item.classified'; payload: { inboxItem: InvoiceInboxItem; documentType: 'supplier_invoice' | 'receipt' | 'government_letter' | 'unknown'; confidence: number | null; correlationId: string; userId: string; companyId: string } }
// Salary // Salary
| { type: 'salary_run.created'; payload: { salaryRunId: string; periodYear: number; periodMonth: number; userId: string; companyId: string } } | { type: 'salary_run.created'; payload: { salaryRunId: string; periodYear: number; periodMonth: number; userId: string; companyId: string } }
| { type: 'salary_run.approved'; payload: { salaryRunId: string; approvedBy: string; userId: string; companyId: string } } | { type: 'salary_run.approved'; payload: { salaryRunId: string; approvedBy: string; userId: string; companyId: string } }
@@ -94,11 +90,6 @@ export type CoreEvent =
// Company & account lifecycle // Company & account lifecycle
| { type: 'company.deleted'; payload: { companyId: string; userId: string; archivedAt: string } } | { type: 'company.deleted'; payload: { companyId: string; userId: string; archivedAt: string } }
| { type: 'account.deleted'; payload: { userId: string; deletedAt: string } } | { type: 'account.deleted'; payload: { userId: string; deletedAt: string } }
// AI agent flow (receipts v1)
| { type: 'ai_proposal.generated'; payload: { proposal: AIProposal; userId: string; companyId: string } }
| { type: 'ai_proposal.accepted'; payload: { proposal: AIProposal; appliedEntry: JournalEntry | null; userId: string; companyId: string } }
| { type: 'ai_proposal.rejected'; payload: { proposal: AIProposal; userId: string; companyId: string } }
| { type: 'ai_request.created'; payload: { request: AIRequest; userId: string; companyId: string } }
// ============================================================ // ============================================================
// Helper Types // Helper Types
lib/extensions/__tests__/sectors.test.ts
+3 -3
View File
@@ -48,8 +48,8 @@ describe('sectors registry', () => {
expect(SECTORS.length).toBe(1) expect(SECTORS.length).toBe(1)
}) })
it('should have 13 total extensions', () => { it('should have 11 total extensions', () => {
expect(getAllExtensions().length).toBe(13) expect(getAllExtensions().length).toBe(11)
}) })
it('should have unique slugs within each sector', () => { it('should have unique slugs within each sector', () => {
@@ -94,7 +94,7 @@ describe('sectors registry', () => {
it('getExtensionsBySector returns extensions for a sector', () => { it('getExtensionsBySector returns extensions for a sector', () => {
const extensions = getExtensionsBySector('general') const extensions = getExtensionsBySector('general')
expect(extensions.length).toBe(13) expect(extensions.length).toBe(11)
}) })
it('all extensions have required fields', () => { it('all extensions have required fields', () => {
lib/extensions/_generated/enabled-extensions.ts
+1
View File
@@ -8,4 +8,5 @@ export const ENABLED_EXTENSION_IDS: ReadonlySet<string> = new Set([
'mcp-server', 'mcp-server',
'cloud-backup', 'cloud-backup',
'skatteverket', 'skatteverket',
'invoice-inbox',
]) ])
lib/extensions/_generated/extension-list.ts
+2
View File
@@ -7,6 +7,7 @@ import { ticExtension } from '@/extensions/general/tic'
import { mcpServerExtension } from '@/extensions/general/mcp-server' import { mcpServerExtension } from '@/extensions/general/mcp-server'
import { cloudBackupExtension } from '@/extensions/general/cloud-backup' import { cloudBackupExtension } from '@/extensions/general/cloud-backup'
import { skatteverketExtension } from '@/extensions/general/skatteverket' import { skatteverketExtension } from '@/extensions/general/skatteverket'
import { invoiceInboxExtension } from '@/extensions/general/invoice-inbox'
export const FIRST_PARTY_EXTENSIONS: Extension[] = [ export const FIRST_PARTY_EXTENSIONS: Extension[] = [
enableBankingExtension, enableBankingExtension,
@@ -16,4 +17,5 @@ export const FIRST_PARTY_EXTENSIONS: Extension[] = [
mcpServerExtension, mcpServerExtension,
cloudBackupExtension, cloudBackupExtension,
skatteverketExtension, skatteverketExtension,
invoiceInboxExtension,
] ]
lib/extensions/_generated/sector-definitions.ts
+15
View File
@@ -90,5 +90,20 @@ export const EXTENSION_DEFINITIONS: Record<string, ExtensionDefinition[]> = {
"description": "Skicka momsdeklaration direkt till Skatteverket via BankID.", "description": "Skicka momsdeklaration direkt till Skatteverket via BankID.",
"longDescription": "Anslut till Skatteverket med BankID och skicka din momsdeklaration direkt från gnubok. Spara utkast, validera, lås och signera — utan att lämna appen." "longDescription": "Anslut till Skatteverket med BankID och skicka din momsdeklaration direkt från gnubok. Spara utkast, validera, lås och signera — utan att lämna appen."
}, },
{
"slug": "invoice-inbox",
"name": "Dokumentinkorg",
"sector": "general",
"category": "import",
"icon": "Inbox",
"dataPattern": "both",
"description": "Vidarebefordra leverantörsfakturor till en unik adress – dokumenten landar här med extraherade fält",
"longDescription": "Varje bolag får en unik fakturainkorg-adress. Fakturor som skickas dit fångas automatiskt och fält som org.nr, OCR, bankgiro, belopp och förfallodatum extraheras deterministiskt från PDF-texten. Inga AI-anrop, inga molntjänster utöver Resend för e-postmottagning.",
"readsCoreTables": [
"document_attachments",
"suppliers"
],
"hasOwnData": true
},
], ],
} }
lib/extensions/_generated/workspace-map.tsx
+1
View File
@@ -8,4 +8,5 @@ export const WORKSPACES: Record<string, ComponentType<WorkspaceComponentProps>>
'general/arcim-migration': dynamic(() => import('@/components/extensions/general/ArcimMigrationWorkspace')), 'general/arcim-migration': dynamic(() => import('@/components/extensions/general/ArcimMigrationWorkspace')),
'general/tic': dynamic(() => import('@/components/extensions/general/TicWorkspace')), 'general/tic': dynamic(() => import('@/components/extensions/general/TicWorkspace')),
'general/cloud-backup': dynamic(() => import('@/components/extensions/general/CloudBackupWorkspace')), 'general/cloud-backup': dynamic(() => import('@/components/extensions/general/CloudBackupWorkspace')),
'general/invoice-inbox': dynamic(() => import('@/components/extensions/general/InvoiceInboxWorkspace')),
} }

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