257 lines
7.3 KiB
TypeScript
257 lines
7.3 KiB
TypeScript
import { createClient } from '@/lib/supabase/server'
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import type { Extension } from '@/lib/extensions/types'
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import type { EventPayload } from '@/lib/events/types'
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import type { Transaction, EntityType } from '@/types'
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import {
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AnthropicCategorizationProvider,
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type CategorizationProvider,
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type TransactionForCategorization,
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type CategorizationContext,
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type CategorizationSuggestion,
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} from './categorizer'
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// ============================================================
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// Settings
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// ============================================================
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export interface AiCategorizationSettings {
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autoSuggestEnabled: boolean
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confidenceThreshold: number
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providerModel: string
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}
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const DEFAULT_SETTINGS: AiCategorizationSettings = {
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autoSuggestEnabled: true,
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confidenceThreshold: 0.7,
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providerModel: 'claude-haiku-4-5-20251001',
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}
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export async function getSettings(userId: string): Promise<AiCategorizationSettings> {
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const supabase = await createClient()
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const { data } = await supabase
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.from('extension_data')
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.select('value')
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.eq('user_id', userId)
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.eq('extension_id', 'ai-categorization')
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.eq('key', 'settings')
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.single()
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if (!data?.value) return { ...DEFAULT_SETTINGS }
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return { ...DEFAULT_SETTINGS, ...(data.value as Partial<AiCategorizationSettings>) }
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}
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export async function saveSettings(
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userId: string,
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partial: Partial<AiCategorizationSettings>
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): Promise<AiCategorizationSettings> {
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const current = await getSettings(userId)
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const merged = { ...current, ...partial }
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const supabase = await createClient()
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await supabase
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.from('extension_data')
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.upsert(
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{
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user_id: userId,
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extension_id: 'ai-categorization',
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key: 'settings',
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value: merged,
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},
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{ onConflict: 'user_id,extension_id,key' }
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)
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return merged
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}
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// ============================================================
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// Provider
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// ============================================================
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let provider: CategorizationProvider | null = null
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function getProvider(model?: string): CategorizationProvider {
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if (!provider) {
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provider = new AnthropicCategorizationProvider(model)
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}
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return provider
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}
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// ============================================================
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// Public API — on-demand categorization
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// ============================================================
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export async function categorizeTransactions(
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userId: string,
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transactionIds: string[]
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): Promise<CategorizationSuggestion[]> {
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const supabase = await createClient()
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const settings = await getSettings(userId)
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// Fetch transactions
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const { data: transactions } = await supabase
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.from('transactions')
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.select('id, description, amount, date, merchant_name, mcc_code, currency')
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.eq('user_id', userId)
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.in('id', transactionIds)
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if (!transactions || transactions.length === 0) return []
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const batch: TransactionForCategorization[] = transactions.map((t) => ({
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id: t.id,
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description: t.description,
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amount: t.amount,
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date: t.date,
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merchant_name: t.merchant_name,
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mcc_code: t.mcc_code,
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currency: t.currency,
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}))
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const context = await buildContext(userId, supabase)
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const aiProvider = getProvider(settings.providerModel)
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const suggestions = await aiProvider.categorize(batch, context)
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// Store suggestions
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await storeSuggestions(userId, suggestions, supabase)
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return suggestions
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}
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// ============================================================
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// Event Handler
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// ============================================================
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async function handleTransactionSynced(
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payload: EventPayload<'transaction.synced'>
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): Promise<void> {
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const { transactions: syncedTransactions, userId } = payload
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// Gate: Is autoSuggestEnabled?
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const settings = await getSettings(userId)
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if (!settings.autoSuggestEnabled) {
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return
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}
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// Gate: Filter to uncategorized transactions only
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const uncategorized = syncedTransactions.filter(
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(t: Transaction) => t.is_business === null
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)
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if (uncategorized.length === 0) {
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return
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}
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console.log(
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`[ai-categorization] Auto-suggest triggered for ${uncategorized.length} uncategorized transactions`
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)
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try {
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const supabase = await createClient()
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const batch: TransactionForCategorization[] = uncategorized.map((t: Transaction) => ({
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id: t.id,
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description: t.description,
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amount: t.amount,
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date: t.date,
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merchant_name: t.merchant_name,
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mcc_code: t.mcc_code,
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currency: t.currency,
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}))
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const context = await buildContext(userId, supabase)
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const aiProvider = getProvider(settings.providerModel)
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const suggestions = await aiProvider.categorize(batch, context)
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// Store only suggestions above confidence threshold
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const qualifiedSuggestions = suggestions.filter(
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(s) => s.confidence >= settings.confidenceThreshold
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)
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if (qualifiedSuggestions.length > 0) {
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await storeSuggestions(userId, qualifiedSuggestions, supabase)
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}
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console.log(
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`[ai-categorization] Generated ${suggestions.length} suggestions, ${qualifiedSuggestions.length} above threshold (${settings.confidenceThreshold})`
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)
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} catch (error) {
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console.error('[ai-categorization] handleTransactionSynced failed:', error)
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}
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}
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// ============================================================
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// Helpers
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// ============================================================
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// eslint-disable-next-line @typescript-eslint/no-explicit-any
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async function buildContext(userId: string, supabase: any): Promise<CategorizationContext> {
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// Fetch entity type
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const { data: companySettings } = await supabase
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.from('company_settings')
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.select('entity_type')
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.eq('user_id', userId)
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.single()
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const entityType: EntityType = companySettings?.entity_type || 'enskild_firma'
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// Fetch recent categorization history
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const { data: historicalTxns } = await supabase
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.from('transactions')
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.select('description, category')
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.eq('user_id', userId)
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.not('is_business', 'is', null)
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.neq('category', 'uncategorized')
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.order('updated_at', { ascending: false })
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.limit(50)
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const recentHistory = (historicalTxns || []).map(
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(t: { description: string; category: string }) => ({
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description: t.description,
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category: t.category,
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})
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)
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return { entityType, recentHistory }
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}
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async function storeSuggestions(
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userId: string,
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suggestions: CategorizationSuggestion[],
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// eslint-disable-next-line @typescript-eslint/no-explicit-any
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supabase: any
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): Promise<void> {
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for (const suggestion of suggestions) {
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await supabase.from('extension_data').upsert(
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{
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user_id: userId,
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extension_id: 'ai-categorization',
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key: `suggestion:${suggestion.transactionId}`,
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value: suggestion,
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},
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{ onConflict: 'user_id,extension_id,key' }
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)
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}
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}
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// ============================================================
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// Extension Object
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// ============================================================
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export const aiCategorizationExtension: Extension = {
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id: 'ai-categorization',
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name: 'AI Kategorisering',
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version: '1.0.0',
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eventHandlers: [
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{ eventType: 'transaction.synced', handler: handleTransactionSynced },
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],
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settingsPanel: {
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label: 'AI Kategorisering',
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path: '/settings/extensions/ai-categorization',
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},
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async onInstall(ctx) {
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await saveSettings(ctx.userId, DEFAULT_SETTINGS)
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},
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}
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