Consolidate the standalone user-description-match extension into ai-categorization, adding an AI description analyzer that provides account/VAT suggestions alongside template matching. The describe transaction dialog now shows AI suggestions with confidence scores and supports both template-based and AI-based booking. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
151 lines
5.1 KiB
TypeScript
151 lines
5.1 KiB
TypeScript
import { createClient } from '@/lib/supabase/server'
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import { NextResponse } from 'next/server'
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import { ensureInitialized } from '@/lib/init'
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import { validateBody } from '@/lib/api/validate'
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import { DescribeTransactionSchema } from '@/lib/api/schemas'
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import { extensionRegistry } from '@/lib/extensions/registry'
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import { findMatchingTemplates, type TemplateMatch } from '@/lib/bookkeeping/booking-templates'
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import type { Transaction, EntityType } from '@/types'
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import type { Extension } from '@/lib/extensions/types'
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import type { DescriptionAnalysisInput, DescriptionAnalysisResult } from '@/extensions/general/ai-categorization/lib/description-analyzer'
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ensureInitialized()
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async function getTemplateMatches(
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aiExt: Extension | undefined,
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transaction: Transaction,
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entityType: EntityType,
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description: string
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): Promise<TemplateMatch[]> {
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if (aiExt?.services?.findSimilarTemplates) {
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return aiExt.services.findSimilarTemplates(transaction, entityType, 10, description)
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}
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return findMatchingTemplates(transaction, entityType)
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}
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async function getAiAnalysis(
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aiExt: Extension | undefined,
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transaction: Transaction,
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entityType: EntityType,
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description: string
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): Promise<DescriptionAnalysisResult | null> {
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if (!aiExt?.services?.analyzeDescription) return null
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try {
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const input: DescriptionAnalysisInput = {
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description,
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transactionAmount: transaction.amount,
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transactionDate: transaction.date,
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transactionDescription: transaction.description,
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merchantName: transaction.merchant_name,
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currency: transaction.currency,
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entityType,
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}
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return await aiExt.services.analyzeDescription(input)
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} catch (error) {
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console.error('[describe] AI analysis failed, continuing with templates only:', error)
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return null
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}
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}
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export async function POST(
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request: Request,
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{ params }: { params: Promise<{ id: string }> }
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) {
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const supabase = await createClient()
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const { id } = await params
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const { data: { user } } = await supabase.auth.getUser()
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if (!user) {
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return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
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}
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const validation = await validateBody(request, DescribeTransactionSchema)
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if (!validation.success) return validation.response
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const { description } = validation.data
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// Fetch the transaction (validates ownership)
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const { data: transaction, error: fetchError } = await supabase
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.from('transactions')
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.select('*')
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.eq('id', id)
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.eq('user_id', user.id)
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.single()
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if (fetchError || !transaction) {
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return NextResponse.json({ error: 'Transaction not found' }, { status: 404 })
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}
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// Fetch entity type
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const { data: settings } = await supabase
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.from('company_settings')
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.select('entity_type')
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.eq('user_id', user.id)
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.single()
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const entityType: EntityType = (settings?.entity_type as EntityType) || 'enskild_firma'
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const aiExt = extensionRegistry.get('ai-categorization')
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// Run template matching and AI analysis in parallel
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const [templates, aiSuggestion] = await Promise.all([
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getTemplateMatches(aiExt, transaction as Transaction, entityType, description),
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getAiAnalysis(aiExt, transaction as Transaction, entityType, description),
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])
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// AI rescues weak templates: needs_more_detail is false when AI provided a suggestion
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const needsMoreDetail = aiSuggestion
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? false
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: templates.length === 0 || templates[0].confidence < 0.55
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// Count uncategorized sibling transactions from same merchant
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let batchCandidateCount = 0
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if (transaction.merchant_name) {
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const { count } = await supabase
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.from('transactions')
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.select('id', { count: 'exact', head: true })
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.eq('user_id', user.id)
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.eq('merchant_name', transaction.merchant_name)
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.is('journal_entry_id', null)
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.neq('id', id)
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batchCandidateCount = count || 0
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}
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return NextResponse.json({
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data: {
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templates: templates.map((m) => ({
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template_id: m.template.id,
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name_sv: m.template.name_sv,
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name_en: m.template.name_en,
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group: m.template.group,
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debit_account: m.template.debit_account,
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credit_account: m.template.credit_account,
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confidence: m.confidence,
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description_sv: m.template.description_sv,
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vat_rate: m.template.vat_rate,
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vat_treatment: m.template.vat_treatment,
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deductibility: m.template.deductibility,
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deductibility_note_sv: m.template.deductibility_note_sv || null,
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special_rules_sv: m.template.special_rules_sv || null,
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risk_level: m.template.risk_level,
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})),
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ai_suggestion: aiSuggestion ? {
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debit_account: aiSuggestion.debitAccount,
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credit_account: aiSuggestion.creditAccount,
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vat_treatment: aiSuggestion.vatTreatment,
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category: aiSuggestion.category,
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confidence: aiSuggestion.confidence,
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reasoning: aiSuggestion.reasoning,
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warnings: aiSuggestion.warnings,
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template_id: aiSuggestion.templateId,
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} : null,
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needs_more_detail: needsMoreDetail,
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user_description: description,
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batch_candidate_count: batchCandidateCount,
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merchant_name: transaction.merchant_name,
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},
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})
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}
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