Files
accounted/extensions/general/ai-categorization/index.ts
T
Jakob WennbergandClaude Opus 4.6 ef5a84a5d5 feat: make extension system packageable via enriched ExtensionContext
Enrich ExtensionContext with supabase, emit(), settings, storage, log,
and services so extensions can receive everything through dependency
injection instead of importing core modules directly.

- Add context factory and inject context into event handlers via registry
- Move supplier invoice journal entry creation to core event handler
- Add services.ingestTransactions to ExtensionContext for enable-banking
- Create catch-all API route for extension-declared apiRoutes
- Migrate 5 extensions to accept context with dynamic import fallbacks

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-23 09:24:21 +01:00

265 lines
7.9 KiB
TypeScript

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