Files
accounted/components/agent-inbox/ChangeTransactionDialog.tsx
T
MattssonandClaude Opus 4.7 1af977950b Ai/full autonomous flow (#359)
* Refactor bookkeeping error handling and introduce new error classes

- Introduced new error classes for better error categorization:
  - JournalEntryNotBalancedError
  - FiscalPeriodNotFoundError
  - EntryDateOutsideFiscalPeriodError
  - JournalEntryNotFoundError
  - CannotReverseNonPostedError
  - CannotCorrectNonPostedError
  - EntryAlreadyReversedError
  - CurrencyRevaluationAlreadyExistsError
  - InvalidMappingResultError
  - BookkeepingDatabaseError

- Updated existing functions in engine.ts and transaction-entries.ts to throw specific errors instead of generic ones.
- Enhanced error response handling in get-error-message.ts to provide localized messages for new error types.
- Added unit tests for new error classes and error handling functions to ensure correctness and coverage.

* feat(ai): implement AI proposal application and persistence

- Add apply.ts to handle the application of AI proposals, including match and booking steps.
- Introduce persist.ts for inserting and managing AI requests and proposals, ensuring unique constraints.
- Create re-validate.ts for validating proposals before acceptance, checking for stale conditions.
- Define database migrations for ai_requests and ai_proposals tables, including constraints and indexes.
- Enhance journal_entries with AI provenance tracking, linking entries to AI proposals.
- Update categorization_templates to distinguish AI-corrected templates.
- Add company settings for toggling AI flow and managing backfill processes.
- Extend processing_history to include AI-related events for better tracking.

* feat: add uncategorized transactions API and UI for transaction selection

- Implemented a new API endpoint for fetching uncategorized transactions with pagination and filtering options.
- Created ChangeTransactionDialog component for selecting alternative transactions based on AI proposals.
- Developed ReceiptDetailDialog to display detailed information about receipts, including upload functionality.
- Added TransactionDetailDialog for viewing transaction details with links to the transaction list.
- Introduced receipt quality assessment logic to evaluate extracted receipt data.
- Implemented feature flagging for the AI bookkeeping agent to control availability in different environments.

* feat: add manual receipt extraction dialog and integrate AWS Textract for expense analysis

- Added ManualExtractDialog component for user input when AI fails to extract receipt data.
- Implemented ReceiptsList component to manage and display uploaded receipts, including upload and rescan functionalities.
- Introduced Textract integration for analyzing expenses, extracting fields like total, vendor, and date.
- Updated package.json to include @aws-sdk/client-textract dependency.

* fix(ai): handle livsmedel VAT transition (12% → 6%) in booking prompt and re-validate guard

Add date-aware guidance to BOOKING_SYSTEM_PROMPT for the temporary livsmedel
VAT cut (Prop. 2025/26:55, 2026-04-01 to 2027-12-31), with restaurang/servering
carve-out at 12%. Add a re-validate safety net that rejects clearly-stale rate
labels for grocery-chain merchants relative to the entry date.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 10:32:15 +02:00

379 lines
12 KiB
TypeScript

'use client'
import { useCallback, useEffect, useMemo, useState } from 'react'
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
} from '@/components/ui/dialog'
import { Button } from '@/components/ui/button'
import { Input } from '@/components/ui/input'
import { Badge } from '@/components/ui/badge'
import { Loader2, Search, Sparkles, Check } from 'lucide-react'
import { formatCurrency, formatDate, cn } from '@/lib/utils'
import type { AIProposal, MatchProposalPayload } from '@/types'
type ChangeSource = 'user_alternative' | 'user_manual' | 'ai_regenerated'
interface ChangeTransactionDialogProps {
open: boolean
onOpenChange: (open: boolean) => void
proposal: AIProposal
receiptTotal: number | null
receiptDate: string | null
onChanged: () => void
}
interface PickerTx {
id: string
date: string
description: string | null
amount: number
currency: string | null
merchant_name: string | null
}
export default function ChangeTransactionDialog({
open,
onOpenChange,
proposal,
receiptTotal,
receiptDate,
onChanged,
}: ChangeTransactionDialogProps) {
const payload = proposal.proposal_json as MatchProposalPayload
const alternatives = payload.alternatives ?? []
const [selected, setSelected] = useState<{ id: string; source: ChangeSource } | null>(null)
const [saving, setSaving] = useState(false)
const [showAll, setShowAll] = useState(alternatives.length === 0)
const [search, setSearch] = useState('')
const [allTx, setAllTx] = useState<PickerTx[]>([])
const [alternativeTx, setAlternativeTx] = useState<Record<string, PickerTx>>({})
const [loadingList, setLoadingList] = useState(false)
const [error, setError] = useState<string | null>(null)
// Reset when dialog opens/closes or proposal changes.
useEffect(() => {
if (!open) {
setSelected(null)
setSearch('')
setError(null)
}
}, [open, proposal.id])
// Fetch human-readable context for the AI's alternatives so the user
// can compare description/amount/date, not bare UUIDs.
useEffect(() => {
if (!open || alternatives.length === 0) return
const ids = alternatives.map((a) => a.transaction_id)
fetch(`/api/transactions/uncategorized?limit=50&offset=0`)
.then((r) => r.json())
.then((body) => {
const list: PickerTx[] = body?.data?.transactions ?? []
const map: Record<string, PickerTx> = {}
for (const tx of list) if (ids.includes(tx.id)) map[tx.id] = tx
setAlternativeTx(map)
})
.catch(() => { /* alternatives still show with reasoning text */ })
}, [open, alternatives])
// Fetch the full picker list when the user opens "Visa alla".
const loadAllTransactions = useCallback(async () => {
setLoadingList(true)
setError(null)
try {
const params = new URLSearchParams()
params.set('limit', '30')
if (search) params.set('search', search)
if (receiptTotal) {
params.set('amount_center', String(-Math.abs(receiptTotal)))
params.set('amount_window', String(Math.max(5, Math.abs(receiptTotal) * 0.1)))
}
if (receiptDate) {
params.set('date_center', receiptDate)
params.set('date_window', '60')
}
const res = await fetch(`/api/transactions/uncategorized?${params.toString()}`)
const body = await res.json()
if (!res.ok) {
setError(body?.error ?? 'Kunde inte hämta transaktioner')
return
}
setAllTx(body?.data?.transactions ?? [])
} catch {
setError('Nätverksfel')
} finally {
setLoadingList(false)
}
}, [search, receiptTotal, receiptDate])
// Refetch whenever the "show all" pane is open and the search changes.
useEffect(() => {
if (!open || !showAll) return
loadAllTransactions()
}, [open, showAll, loadAllTransactions])
const handleConfirm = async () => {
if (!selected) return
setSaving(true)
setError(null)
try {
const res = await fetch(`/api/ai/proposals/${proposal.id}/change-match`, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({
version: proposal.version,
matched_transaction_id: selected.id,
source: selected.source,
}),
})
const body = await res.json()
if (!res.ok) {
setError(body?.error ?? 'Kunde inte uppdatera förslaget')
setSaving(false)
return
}
onChanged()
onOpenChange(false)
} catch {
setError('Nätverksfel')
} finally {
setSaving(false)
}
}
const currentMatchId = payload.matched_transaction_id
const alternativesWithContext = useMemo(
() =>
alternatives.map((alt) => ({
...alt,
tx: alternativeTx[alt.transaction_id] ?? null,
})),
[alternatives, alternativeTx]
)
return (
<Dialog open={open} onOpenChange={onOpenChange}>
<DialogContent className="max-w-2xl max-h-[85vh] overflow-hidden flex flex-col">
<DialogHeader>
<DialogTitle>Byt transaktion</DialogTitle>
<DialogDescription>
Välj en annan transaktion att koppla kvittot till. Du kan välja bland AI:ns
alternativ eller söka i alla okategoriserade transaktioner.
</DialogDescription>
</DialogHeader>
<div className="flex-1 overflow-y-auto space-y-6 py-2">
{/* AI alternatives */}
{alternatives.length > 0 && (
<section>
<h3 className="text-xs font-medium uppercase tracking-wider text-muted-foreground mb-2 flex items-center gap-2">
<Sparkles className="h-3.5 w-3.5" />
AI:ns alternativ ({alternatives.length})
</h3>
<div className="space-y-2">
{alternativesWithContext.map((alt) => (
<AlternativeRow
key={alt.transaction_id}
tx={alt.tx}
transactionId={alt.transaction_id}
confidence={alt.confidence}
reasoning={alt.reasoning}
isCurrent={alt.transaction_id === currentMatchId}
isSelected={selected?.id === alt.transaction_id}
onSelect={() =>
setSelected({ id: alt.transaction_id, source: 'user_alternative' })
}
/>
))}
</div>
</section>
)}
{/* Toggle manual picker */}
{alternatives.length > 0 && !showAll && (
<Button
variant="outline"
size="sm"
onClick={() => setShowAll(true)}
className="w-full"
>
<Search className="h-3.5 w-3.5 mr-2" />
Visa alla transaktioner
</Button>
)}
{/* Manual picker */}
{showAll && (
<section>
<h3 className="text-xs font-medium uppercase tracking-wider text-muted-foreground mb-2">
Alla okategoriserade transaktioner
</h3>
<div className="relative mb-2">
<Search className="absolute left-2.5 top-2.5 h-4 w-4 text-muted-foreground" />
<Input
placeholder="Sök beskrivning eller handlare…"
value={search}
onChange={(e) => setSearch(e.target.value)}
className="pl-8"
/>
</div>
{receiptTotal && (
<p className="text-xs text-muted-foreground mb-2">
Filtrerat på belopp runt {formatCurrency(-Math.abs(receiptTotal), 'SEK')} och datum runt{' '}
{receiptDate ? formatDate(receiptDate) : '—'}. Rensa sökrutan för att se fler.
</p>
)}
{loadingList ? (
<div className="flex items-center justify-center py-8 text-muted-foreground">
<Loader2 className="h-4 w-4 animate-spin" />
</div>
) : allTx.length === 0 ? (
<p className="text-sm text-muted-foreground text-center py-6">
Inga matchande transaktioner
</p>
) : (
<div className="space-y-1">
{allTx.map((tx) => (
<PickerRow
key={tx.id}
tx={tx}
isCurrent={tx.id === currentMatchId}
isSelected={selected?.id === tx.id}
onSelect={() => setSelected({ id: tx.id, source: 'user_manual' })}
/>
))}
</div>
)}
</section>
)}
</div>
{error && (
<p className="text-sm text-destructive">{error}</p>
)}
<DialogFooter>
<Button variant="outline" onClick={() => onOpenChange(false)} disabled={saving}>
Avbryt
</Button>
<Button onClick={handleConfirm} disabled={!selected || saving}>
{saving ? (
<>
<Loader2 className="h-4 w-4 animate-spin mr-2" />
Sparar…
</>
) : (
'Använd denna transaktion'
)}
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
)
}
function AlternativeRow({
tx,
transactionId,
confidence,
reasoning,
isCurrent,
isSelected,
onSelect,
}: {
tx: PickerTx | null
transactionId: string
confidence: number
reasoning: string
isCurrent: boolean
isSelected: boolean
onSelect: () => void
}) {
return (
<button
type="button"
onClick={onSelect}
disabled={isCurrent}
className={cn(
'w-full text-left rounded border p-3 transition-colors',
isSelected && 'border-primary bg-primary/5',
!isSelected && 'hover:bg-muted/40',
isCurrent && 'opacity-50 cursor-not-allowed'
)}
>
<div className="flex items-start justify-between gap-3 mb-1">
<div className="flex-1 min-w-0">
{tx ? (
<>
<div className="flex items-baseline justify-between gap-2">
<span className="text-sm truncate">{tx.description ?? 'Okänd'}</span>
<span className="text-sm tabular-nums font-medium">
{formatCurrency(tx.amount, tx.currency ?? 'SEK')}
</span>
</div>
<div className="text-xs text-muted-foreground">{formatDate(tx.date)}</div>
</>
) : (
<div className="text-xs text-muted-foreground font-mono">
{transactionId.slice(0, 8)}…
</div>
)}
</div>
<div className="flex items-center gap-1 flex-shrink-0">
{isCurrent && <Badge variant="outline" className="text-xs">Nuvarande</Badge>}
<Badge className="text-xs">{Math.round(confidence * 100)}%</Badge>
{isSelected && <Check className="h-4 w-4 text-primary" />}
</div>
</div>
<p className="text-xs text-muted-foreground italic">&ldquo;{reasoning}&rdquo;</p>
</button>
)
}
function PickerRow({
tx,
isCurrent,
isSelected,
onSelect,
}: {
tx: PickerTx
isCurrent: boolean
isSelected: boolean
onSelect: () => void
}) {
return (
<button
type="button"
onClick={onSelect}
disabled={isCurrent}
className={cn(
'w-full text-left rounded border p-2.5 transition-colors',
isSelected && 'border-primary bg-primary/5',
!isSelected && 'hover:bg-muted/40',
isCurrent && 'opacity-50 cursor-not-allowed'
)}
>
<div className="flex items-baseline justify-between gap-2">
<span className="text-sm truncate">{tx.description ?? 'Okänd'}</span>
<span className="text-sm tabular-nums font-medium">
{formatCurrency(tx.amount, tx.currency ?? 'SEK')}
</span>
</div>
<div className="flex items-center justify-between text-xs text-muted-foreground mt-0.5">
<span>{formatDate(tx.date)}</span>
<div className="flex items-center gap-1">
{isCurrent && <Badge variant="outline" className="text-xs">Nuvarande</Badge>}
{isSelected && <Check className="h-4 w-4 text-primary" />}
</div>
</div>
</button>
)
}