Files
accounted/components/agent-inbox/EditBookingDialog.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

156 lines
5.9 KiB
TypeScript

'use client'
import { useState } from 'react'
import { Dialog, DialogContent, DialogHeader, DialogTitle } from '@/components/ui/dialog'
import { Button } from '@/components/ui/button'
import { Input } from '@/components/ui/input'
import { Label } from '@/components/ui/label'
import type { AIProposal, BookingProposalLine, BookingProposalPayload } from '@/types'
interface EditBookingDialogProps {
proposal: AIProposal
onClose: () => void
onSubmit: (edits: BookingProposalPayload) => Promise<void>
}
/**
* Minimal in-place editor for a booking proposal.
*
* v1 lets the user change account numbers + amounts per line; the full
* AccountCombobox + VatTreatmentSelect UX comes in a polish pass. The
* point of this dialog is proving the edit-accept-learning-prompt path
* works end-to-end before we invest in the richer form.
*/
export default function EditBookingDialog({ proposal, onClose, onSubmit }: EditBookingDialogProps) {
const original = proposal.proposal_json as BookingProposalPayload
const [lines, setLines] = useState<BookingProposalLine[]>(original.lines)
const [description, setDescription] = useState(original.description)
const [submitting, setSubmitting] = useState(false)
const totalDebit = lines.reduce((s, l) => s + (Number(l.debit_amount) || 0), 0)
const totalCredit = lines.reduce((s, l) => s + (Number(l.credit_amount) || 0), 0)
const balanced = Math.abs(totalDebit - totalCredit) < 0.005 && totalDebit > 0
const updateLine = (index: number, patch: Partial<BookingProposalLine>) => {
setLines((prev) => prev.map((l, i) => (i === index ? { ...l, ...patch } : l)))
}
const handleSubmit = async () => {
if (!balanced) return
setSubmitting(true)
try {
await onSubmit({
...original,
lines,
description,
})
} finally {
setSubmitting(false)
}
}
return (
<Dialog open onOpenChange={(open) => !open && onClose()}>
<DialogContent className="max-w-2xl">
<DialogHeader>
<DialogTitle>Redigera bokföringsförslag</DialogTitle>
</DialogHeader>
<div className="space-y-4">
<div>
<Label htmlFor="description">Beskrivning</Label>
<Input
id="description"
value={description}
onChange={(e) => setDescription(e.target.value)}
className="mt-1"
/>
</div>
<div>
<Label>Rader</Label>
<div className="mt-1 border rounded">
<table className="w-full text-sm">
<thead className="text-xs text-muted-foreground bg-muted/40">
<tr>
<th className="text-left p-2 font-normal">Konto</th>
<th className="text-left p-2 font-normal">Beskrivning</th>
<th className="text-right p-2 font-normal">Debet</th>
<th className="text-right p-2 font-normal">Kredit</th>
</tr>
</thead>
<tbody>
{lines.map((line, i) => (
<tr key={i} className="border-t">
<td className="p-2">
<Input
value={line.account_number}
onChange={(e) => updateLine(i, { account_number: e.target.value })}
className="h-8 font-mono w-20"
maxLength={4}
/>
</td>
<td className="p-2">
<Input
value={line.description}
onChange={(e) => updateLine(i, { description: e.target.value })}
className="h-8"
/>
</td>
<td className="p-2">
<Input
type="number"
step="0.01"
value={line.debit_amount || ''}
onChange={(e) =>
updateLine(i, { debit_amount: parseFloat(e.target.value) || 0 })
}
className="h-8 text-right tabular-nums w-24 ml-auto"
/>
</td>
<td className="p-2">
<Input
type="number"
step="0.01"
value={line.credit_amount || ''}
onChange={(e) =>
updateLine(i, { credit_amount: parseFloat(e.target.value) || 0 })
}
className="h-8 text-right tabular-nums w-24 ml-auto"
/>
</td>
</tr>
))}
</tbody>
<tfoot>
<tr className="border-t text-xs">
<td colSpan={2} className="p-2 text-muted-foreground">
Summa
</td>
<td className="p-2 text-right tabular-nums">{totalDebit.toFixed(2)}</td>
<td className="p-2 text-right tabular-nums">{totalCredit.toFixed(2)}</td>
</tr>
</tfoot>
</table>
</div>
{!balanced && (
<p className="text-xs text-destructive mt-1">
Debet och kredit måste summera till samma belopp.
</p>
)}
</div>
<div className="flex justify-end gap-2">
<Button variant="ghost" onClick={onClose} disabled={submitting}>
Avbryt
</Button>
<Button onClick={handleSubmit} disabled={!balanced || submitting}>
{submitting ? 'Bokför…' : 'Godkänn med ändringar'}
</Button>
</div>
</div>
</DialogContent>
</Dialog>
)
}