a2c9a12cfc80cef613a0db2e9911ec486bbdae7c
5
Commits
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ff4425d10e |
feat(agent): let the single-call assistant read the ledger via read-only MCP tools (#1767)
The /chat assistant (audit Option A / rip) shipped in #1759 reading only the company name + entity type, so it answered "jag har ingen bokföringsdata" to every figures question ("vad är min största utgiftspost?"). It now behaves like an MCP client: it answers over a bounded, READ-only tool loop across the same MCP read tools the old streaming assistant had, plus an always-on company snapshot as the backstop. Provider-agnostic by construction, so it still runs on a local model: - lib/ai generateText gains optional `tools` + `maxSteps`. The OpenAI-compatible service forwards them to the Vercel AI SDK (stopWhen: stepCountIs), which runs the loop; the Anthropic-family service hand-rolls a small loop against messages.create. Kept on the raw Anthropic SDK: no new deps, and the no-tools path is byte-identical, so hosted extraction/composer/etc. are unchanged. - lib/agent/ask/ledger-tools.ts: the read slice of general.help's whitelist (income statement, VAT, ledgers, query_journal, reskontror, lists…) from agentToolRegistry, dispatched with the agent_chat actor run-turn uses. Write/ staging + memory-write tools are excluded; readOnlyHint/destructiveHint are re-checked. Empty in a core-only build → snapshot-only, graceful. - lib/agent/ask/snapshot.ts: a compact company_settings + deadlines block so a model that can't/won't call tools still answers status questions. Never carries figures (those come from the live tools). - ask-service attaches tools + snapshot when a userId is present and uses a tool-aware system prompt; the route calls ensureInitialized() so the registry is populated and threads userId/conversationId through. Works on Bedrock and on any local model with function-calling (Qwen). Tests: the anthropic hand-rolled loop (tool call → result → answer, is_error handling, step-budget forced answer), openai tool forwarding, the read-only adapter filter, the snapshot format, and the ask-service wiring. 457 agent+ai tests green, lint/guards clean. Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> |
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c7a75d069d |
feat(ai): job-shaped AI service with OpenAI-compatible backend, extraction-first; stop extracting every inbox document twice (#1740)
* feat(ai): job-shaped AI service with OpenAI-compatible backend, extraction-first; stop extracting every inbox document twice Sovereign plan WS1 PR1 (#1406 Tier 2, extraction-first, aligned with the AI surface audit). lib/ai grows a job-shaped service (generateText / generateStructured / extractFromDocument; no streaming members yet, see plan rule R3): - services/anthropic-family delegates to the existing createAiClient() and sends the exact request literals the inbox extractor sent before (request-shape tests deep-equal them), so hosted Bedrock stays byte-identical. - services/openai-compatible talks to any chat-completions endpoint (BYO Swedish provider) via Vercel AI SDK 6.x, exact-pinned and guarded: images as parts, PDFs rasterized with poppler (AI_PDF_MODE) or sent natively, AI_VISION / AI_STRICT_JSON declared, honest skips (ai_no_vision, pdf_rasterizer_missing) instead of fake failures. - config.ts: AI_PROVIDER/AI_BASE_URL/AI_API_KEY/AI_MODEL and per-tier AI_*_MODEL with the legacy BEDROCK_* names kept as the same overrides; getAiStatus() is the single source of truth for "is AI wired up". - provider.ts: openai-compatible in the auto-detect chain (after Bedrock and the direct API); createAiClient() refuses it loudly. Document extraction moves onto the service and gets the audit's fixes: - Inbox documents were extracted TWICE (pipeline A ran inside uploadDocument() before the inbox row existed, so its dedupe branch never fired; 3 707 + 1 666 calls / 30 d). The inbox now declares extractionOwner on the upload, the extension yields, and the inbox mirrors its single outcome onto document_attachments from every writer (sync, deferred, attach, retry, MCP). - Every "no extraction will ever happen" outcome is stamped (skipped:no_ai_entitlement / ai_unconfigured / system_generated / ...); the status route maps the quiet ones to 'disabled' on the first poll instead of a 30 s client timeout. Prod showed 309 of the 327 never-extracted uploads were the paywall working silently. - Self-generated documents (our own invoice PDFs, payout files) are no longer OCR'd. - Agent invoke answers 503 ai_unconfigured when the deployment has no assistant backend, distinct from the paywall. Guard: new direct-ai-client antipattern check (shrink-only allowlist of the pre-abstraction SDK callers) plus exact pins for @anthropic-ai/sdk, ai and @ai-sdk/openai-compatible. Verified: 15 958 unit tests green, guards, lint ratchet, typecheck, and a live smoke against hosted Bedrock through the new service (ping, streamed tool turn, thinking+cache, PDF extraction). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(ai): make AI_API_KEY optional for OpenAI-compatible endpoints (keyless local model servers) A local model server (llama.cpp's server, Ollama /v1, LM Studio, vLLM) usually has no auth. Before, the OpenAI-compatible backend required both AI_BASE_URL and AI_API_KEY to count as configured, so running Accounted on a local model meant setting a meaningless placeholder key. - resolveAiProvider / hasAiCredentials: a base URL alone is now enough. - services/openai-compatible: only send Authorization: Bearer when AI_API_KEY is set, so a keyless server is never handed an empty bearer; a hosted provider that needs a key still sets it. - Docs (SELF-HOSTING Option 3: local-model example, key marked optional), DECISIONS. Verified: with no AI_API_KEY, just AI_BASE_URL + AI_MODEL, getAiStatus() reports configured=true / provider=openai-compatible (live). lib/ai suite 71 green; tsc, guards, lint clean. Bedrock/Anthropic logic unchanged. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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3829b6add3 |
fix(ai): complete plain-key self-hosting path (#1584)
* feat(ai): resolve the Claude backend from the environment Tier 1 of #1406: a self-hosted deployment can now run every AI feature on a plain ANTHROPIC_API_KEY, with no AWS account. Hosted behaviour is unchanged. lib/ai/provider.ts resolves the backend once, from the environment: AI_PROVIDER explicit override, bedrock|anthropic AWS static key pair Bedrock ANTHROPIC_API_KEY the direct Anthropic API nothing set Bedrock, so the AWS credential provider chain (instance profile, IRSA) still resolves Bedrock deliberately wins when both credential sets are present. EU residency in eu-north-1 is a BFL/GDPR posture rather than a default, so adding an Anthropic key for an experiment must not silently move production inference out of the region. AI_PROVIDER is the way to say you meant it. Model ids are written bare in code and prefixed to eu.anthropic.* only for Bedrock, which needs the cross-region inference profile for on-demand throughput. An operator override that already carries a prefix passes through untouched, so BEDROCK_MODEL_ID and friends keep working as written. Converted call sites: the agent composer, invoice-inbox extraction, the document-extraction model label, and both receipt-hunt clients. The last two are not named in the issue, which predates receipt-hunt landing in main. @anthropic-ai/sdk is declared at 0.95.0, the version @anthropic-ai/bedrock-sdk 0.29.1 already pulled in transitively, so the lockfile dedupes to one copy with no new download. scripts/smoke-bedrock.ts becomes scripts/smoke-ai.ts and grows two steps. Unit tests can only prove which provider and model id get resolved; they cannot prove the resulting request is one the backend accepts. The script now sends real traffic over all three shapes the app uses: a plain create, a streamed turn carrying adaptive thinking, an effort level, an hour-long cache breakpoint and a tool, and document extraction end to end when given a file. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Signed-off-by: Bjorn Bergenheim <29535152+bjornbergenheim@users.noreply.github.com> * docs(self-hosting): document the AI smoke test The script added alongside the provider split is what closes the #1406 acceptance criterion ("document extraction and the assistant both work"), so a self-hoster needs to know it exists. Covers both invocations and states that it exits non-zero, which is what makes it usable as a post-deploy check. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Signed-off-by: Bjorn Bergenheim <29535152+bjornbergenheim@users.noreply.github.com> * test(ai): split the smoke test's thinking probe from its tool probe The combined probe could not falsify what it claimed to. It asked a question that needs a tool call, so the tool was used and adaptive thinking correctly declined to reason about it: the zero thinking-block count that came back was uninformative rather than a signal. 2a keeps the tool and drops thinking. 2b asks a question with several dependent steps (reverse charge, then a partial deduction, then the affected boxes) so that a model honouring the parameter must reason, and reports the thinking text length as well as the block count, since display:"summarized" can yield blocks with empty text. The cached system prompt is also padded past the 1024-token minimum cacheable prefix. Below that the API caches nothing and reports no error, so the old probe's cache counters read zero whether or not caching worked. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Signed-off-by: Bjorn Bergenheim <29535152+bjornbergenheim@users.noreply.github.com> * fix(document-extraction): stop requiring AWS_REGION in the manifest The extension now needs one of two credential sets, AWS static keys or ANTHROPIC_API_KEY, and the manifest schema cannot express "one of". Since requiredEnvVars only drives a build-time warning and never gates anything, listing AWS_REGION told every self-hoster running the direct API to set a variable that has no effect for them. The description was also still promising Sonnet 4.6 via Bedrock specifically, which is no longer what the extension does. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Signed-off-by: Bjorn Bergenheim <29535152+bjornbergenheim@users.noreply.github.com> * fix(ai): read documentKind defensively in the smoke test The field arrived with the receipt-aware extraction work, so referencing it directly stops the script compiling against any checkout from before that landed. tsconfig includes **/*.ts and next.config does not disable type checking, so on such a checkout this failed the production build rather than just the script: caught while preparing a test branch for a self-hosted instance that had not synced yet. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Signed-off-by: Bjorn Bergenheim <29535152+bjornbergenheim@users.noreply.github.com> * fix(deps): restore the nested @swc/helpers entry in the lockfile Declaring @anthropic-ai/sdk with `npm install --package-lock-only` also pruned node_modules/next-intl/node_modules/@swc/helpers@0.5.23, an optional peer entry the local npm 11 considers redundant and the image's npm 10.9.8 does not. The result passed every local check and failed `npm ci` inside the Docker build, which is the only place the lockfile is actually enforced. The lockfile is now the previous one plus the single root dependency line, verified with `npm ci --dry-run`. @anthropic-ai/sdk needed nothing else: it was already in the tree as a transitive dependency of @anthropic-ai/bedrock-sdk. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Signed-off-by: Bjorn Bergenheim <29535152+bjornbergenheim@users.noreply.github.com> * Update DECISIONS.md Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com> * Update Docker documentation for AI provider credentials Clarify the role of credentials in AI provider selection and document extraction requirements. * Update SELF-HOSTING.md with smoke-ai script details Clarify usage of smoke-ai script for credential checks and document extraction. * Improve error handling and logging in smoke-ai script * fix(ai): complete plain-key self-hosting path Signed-off-by: Emil <emilmattsson14@gmail.com> --------- Signed-off-by: Bjorn Bergenheim <29535152+bjornbergenheim@users.noreply.github.com> Signed-off-by: Emil <emilmattsson14@gmail.com> Co-authored-by: Bjorn Bergenheim <29535152+bjornbergenheim@users.noreply.github.com> Co-authored-by: Claude Opus 5 <noreply@anthropic.com> Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com> |
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Jakob WennbergandClaude Opus 4.6
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d0b3f21bde |
feat: remove AI extensions, restructure settings, and add atomic voucher commits (#157)
Remove AI-dependent extensions (ai-chat, ai-categorization, receipt-ocr, invoice-inbox) and their infrastructure (lib/ai/*, ai-consent, LangChain/ Anthropic/OpenAI deps) to simplify core and reduce bundle size. Restructure monolithic settings page into dedicated sub-pages (company, bookkeeping, invoicing, tax, banking, api, account, team, templates) with shared layout and sidebar navigation. Add atomic commit_journal_entry RPC so voucher number increment and status update happen in a single transaction — prevents burned numbers on constraint failures. Add continuity check report and voucher gap explanation tracking. Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.6
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3f255ea201 |
refactor: consolidate AI analyzers into shared lib/ai module and add journal entry reversal columns
Extract shared vision/document analysis logic into lib/ai (vision-client, document-analyzer, image preprocessing, validation helpers), simplifying invoice-analyzer, receipt-analyzer, and document classifier. Add migration 046 for journal entry reversal/correction link columns (reversed_by_id, reverses_id, correction_of_id) required by storno service. Update extension components and shared UI. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |