Files
accounted/app/api/transactions/[id]/describe/route.ts
T
Jakob WennbergandClaude Opus 4.6 3e7fa45ed6 feat: transaction categorization UX improvements and description matching
Add journal entry preview, human-readable account names, auto-apply VAT,
fallback template suggestions, example prompts, invoice match comparison,
and batch result feedback. Also includes user-description-match extension,
describe/batch-describe API routes, improved AI categorization with multi-
suggestion support, and template embedding search.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-24 16:02:06 +01:00

99 lines
3.1 KiB
TypeScript

import { createClient } from '@/lib/supabase/server'
import { NextResponse } from 'next/server'
import { ensureInitialized } from '@/lib/init'
import { validateBody } from '@/lib/api/validate'
import { DescribeTransactionSchema } from '@/lib/api/schemas'
import { findSimilarTemplates } from '@/lib/bookkeeping/template-embeddings'
import type { Transaction, EntityType } from '@/types'
ensureInitialized()
export async function POST(
request: Request,
{ params }: { params: Promise<{ id: string }> }
) {
const supabase = await createClient()
const { id } = await params
const { data: { user } } = await supabase.auth.getUser()
if (!user) {
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
}
const validation = await validateBody(request, DescribeTransactionSchema)
if (!validation.success) return validation.response
const { description } = validation.data
// Fetch the transaction (validates ownership)
const { data: transaction, error: fetchError } = await supabase
.from('transactions')
.select('*')
.eq('id', id)
.eq('user_id', user.id)
.single()
if (fetchError || !transaction) {
return NextResponse.json({ error: 'Transaction not found' }, { status: 404 })
}
// Fetch entity type
const { data: settings } = await supabase
.from('company_settings')
.select('entity_type')
.eq('user_id', user.id)
.single()
const entityType: EntityType = (settings?.entity_type as EntityType) || 'enskild_firma'
// Run embedding search with user description dominating the query
const templates = await findSimilarTemplates(
transaction as Transaction,
entityType,
10,
description
)
// Flag if top confidence is too low
const needsMoreDetail = templates.length === 0 || templates[0].confidence < 0.55
// Count uncategorized sibling transactions from same merchant
let batchCandidateCount = 0
if (transaction.merchant_name) {
const { count } = await supabase
.from('transactions')
.select('id', { count: 'exact', head: true })
.eq('user_id', user.id)
.eq('merchant_name', transaction.merchant_name)
.is('journal_entry_id', null)
.neq('id', id)
batchCandidateCount = count || 0
}
return NextResponse.json({
data: {
templates: templates.map((m) => ({
template_id: m.template.id,
name_sv: m.template.name_sv,
name_en: m.template.name_en,
group: m.template.group,
debit_account: m.template.debit_account,
credit_account: m.template.credit_account,
confidence: m.confidence,
description_sv: m.template.description_sv,
vat_rate: m.template.vat_rate,
vat_treatment: m.template.vat_treatment,
deductibility: m.template.deductibility,
deductibility_note_sv: m.template.deductibility_note_sv || null,
special_rules_sv: m.template.special_rules_sv || null,
risk_level: m.template.risk_level,
})),
needs_more_detail: needsMoreDetail,
user_description: description,
batch_candidate_count: batchCandidateCount,
merchant_name: transaction.merchant_name,
},
})
}