* 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>
347 lines
12 KiB
TypeScript
347 lines
12 KiB
TypeScript
'use client'
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import { useState } from 'react'
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import { Button } from '@/components/ui/button'
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import { Card, CardContent } from '@/components/ui/card'
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import { Badge } from '@/components/ui/badge'
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import { Checkbox } from '@/components/ui/checkbox'
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import { Receipt as ReceiptIcon, Landmark } from 'lucide-react'
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import { formatCurrency, formatDate, cn } from '@/lib/utils'
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import type { AgentInboxItemView } from '@/app/(dashboard)/agent-inbox/page'
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import type { BookingProposalPayload, MatchProposalPayload } from '@/types'
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import ReceiptDetailDialog from './ReceiptDetailDialog'
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import TransactionDetailDialog from './TransactionDetailDialog'
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import { assessReceiptQuality } from './receipt-quality'
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interface ProposalCardProps {
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item: AgentInboxItemView
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isSelected: boolean
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isBusy: boolean
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onToggleSelect: () => void
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onAccept: () => void
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onReject: () => void
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onEdit: () => void
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onChangeMatch?: () => void
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}
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function confidenceLabel(c: number | null): string {
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if (c === null) return 'Ingen säkerhet'
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const pct = Math.round(c * 100)
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return `${pct}% säkerhet`
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}
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function confidenceColor(c: number | null): string {
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if (c === null) return 'bg-muted'
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if (c >= 0.9) return 'bg-success/15 text-success-foreground'
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if (c >= 0.6) return 'bg-warning/15 text-warning-foreground'
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return 'bg-destructive/15 text-destructive-foreground'
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}
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export default function ProposalCard({
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item,
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isSelected,
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isBusy,
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onToggleSelect,
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onAccept,
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onReject,
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onEdit,
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onChangeMatch,
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}: ProposalCardProps) {
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const proposal = item.proposal!
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const inbox = item.inbox_item
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const tx = item.transaction
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const isMatch = proposal.step_type === 'match'
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const isUserEdited = Boolean(proposal.edit_diff)
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// BFL compliance: can't book without a source document. Block match-accept
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// when no receipt file is attached — the server-side validator enforces this
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// too, but disabling the button client-side avoids a round-trip error.
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const receiptMissing = isMatch && !inbox.document_id
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const matchPayload = isMatch ? (proposal.proposal_json as MatchProposalPayload) : null
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const bookingPayload = !isMatch ? (proposal.proposal_json as BookingProposalPayload) : null
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return (
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<Card className="transition-colors">
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<CardContent className="p-4">
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<div className="flex items-start gap-3">
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<div className="pt-1">
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<Checkbox checked={isSelected} onCheckedChange={onToggleSelect} aria-label="Markera" />
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</div>
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<div className="flex-1 min-w-0">
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<div className="flex items-center gap-2 mb-2 flex-wrap">
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<Badge variant="outline">{isMatch ? 'Match' : 'Bokföring'}</Badge>
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<Badge className={confidenceColor(proposal.confidence)}>
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{confidenceLabel(proposal.confidence)}
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</Badge>
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{isUserEdited && (
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<Badge variant="outline" className="text-xs border-success/40 text-success-foreground">
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Ändrad av användare
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</Badge>
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)}
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{inbox.document && (
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<span className="text-xs text-muted-foreground truncate">
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{inbox.document.file_name}
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</span>
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)}
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</div>
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{isMatch && matchPayload && (
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<MatchProposalBody
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payload={matchPayload}
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reasoning={proposal.reasoning}
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transaction={tx}
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inbox={inbox}
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/>
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)}
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{!isMatch && bookingPayload && (
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<BookingProposalBody payload={bookingPayload} reasoning={proposal.reasoning} />
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)}
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{receiptMissing && (
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<p className="text-xs text-muted-foreground mt-3 flex items-center gap-1.5">
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<span className="inline-block w-1 h-1 rounded-full bg-warning" />
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Kvittobild saknas — ladda upp i kvittodialogen innan du kan godkänna.
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</p>
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)}
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<div className="flex gap-2 mt-4 flex-wrap">
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<Button
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size="sm"
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onClick={onAccept}
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disabled={isBusy || receiptMissing}
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title={receiptMissing ? 'Kvittobild krävs för att bokföra' : undefined}
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>
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{isBusy ? '…' : 'Godkänn'}
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</Button>
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{isMatch && onChangeMatch && (
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<Button size="sm" variant="outline" onClick={onChangeMatch} disabled={isBusy}>
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Byt transaktion
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</Button>
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)}
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{!isMatch && (
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<Button size="sm" variant="outline" onClick={onEdit} disabled={isBusy}>
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Redigera
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</Button>
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)}
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<Button size="sm" variant="ghost" onClick={onReject} disabled={isBusy}>
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Avvisa
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</Button>
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</div>
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</div>
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</div>
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</CardContent>
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</Card>
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)
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}
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function MatchProposalBody({
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payload,
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reasoning,
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transaction,
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inbox,
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}: {
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payload: MatchProposalPayload
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reasoning: string | null
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transaction: AgentInboxItemView['transaction']
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inbox: AgentInboxItemView['inbox_item']
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}) {
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const proposedTx = transaction && transaction.id === payload.matched_transaction_id ? transaction : null
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return (
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<div>
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<div className="grid grid-cols-1 md:grid-cols-2 gap-2">
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<ReceiptBox inbox={inbox} />
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{proposedTx ? (
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<TransactionBox tx={proposedTx} />
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) : (
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<div className="rounded border bg-muted/40 p-3 text-sm text-muted-foreground">
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Föreslagen transaktion: {payload.matched_transaction_id}
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</div>
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)}
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</div>
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<ReasoningDisclosure reasoning={reasoning} alternatives={payload.alternatives} />
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</div>
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)
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}
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function ReasoningDisclosure({
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reasoning,
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alternatives,
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}: {
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reasoning: string | null
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alternatives?: MatchProposalPayload['alternatives']
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}) {
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const [open, setOpen] = useState(false)
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const hasReasoning = Boolean(reasoning)
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const hasAlternatives = alternatives && alternatives.length > 0
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if (!hasReasoning && !hasAlternatives) return null
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return (
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<div className="mt-3">
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<button
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type="button"
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onClick={() => setOpen((v) => !v)}
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className="text-xs text-muted-foreground hover:text-foreground underline underline-offset-2"
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>
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{open ? 'Dölj AI:ns resonemang' : 'Visa AI:ns resonemang'}
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{hasAlternatives && ` (${alternatives!.length} alternativ)`}
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</button>
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{open && (
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<div className="mt-2 space-y-2">
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{reasoning && (
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<p className="text-xs text-muted-foreground italic">“{reasoning}”</p>
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)}
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{hasAlternatives && (
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<ul className="space-y-1 text-xs">
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{alternatives!.map((alt) => (
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<li key={alt.transaction_id} className="text-muted-foreground">
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<span className="tabular-nums">{Math.round(alt.confidence * 100)}%</span> — {alt.reasoning}
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</li>
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))}
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</ul>
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)}
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</div>
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)}
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</div>
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)
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}
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function ReceiptBox({
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inbox,
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}: {
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inbox: AgentInboxItemView['inbox_item']
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}) {
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const [open, setOpen] = useState(false)
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const data = (inbox.extracted_data as {
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merchant?: { name?: string | null }
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receipt?: { date?: string | null; currency?: string | null }
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totals?: { total?: number | null }
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} | null) ?? {}
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const merchant = data.merchant?.name ?? inbox.document?.file_name ?? 'Okänt kvitto'
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const total = data.totals?.total ?? null
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const currency = data.receipt?.currency ?? 'SEK'
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const date = data.receipt?.date ?? null
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const quality = assessReceiptQuality(inbox)
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const hasFile = Boolean(inbox.document_id)
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const needsAttention = !hasFile || !quality.ok
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return (
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<>
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<button
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type="button"
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onClick={() => setOpen(true)}
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className={cn(
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'w-full text-left rounded border bg-muted/40 p-3 text-sm transition-colors hover:bg-muted/60 hover:border-primary/40',
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needsAttention && 'border-warning/50 bg-warning/5 hover:bg-warning/10'
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)}
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>
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<div className="flex items-baseline justify-between gap-3">
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<span className="truncate">{merchant}</span>
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{total != null && (
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<span className="tabular-nums font-medium">
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{formatCurrency(total, currency)}
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</span>
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)}
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</div>
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<div className="flex items-center gap-1.5 mt-1 text-xs text-muted-foreground">
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<ReceiptIcon className="h-3 w-3" />
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<span>Kvitto · {date ? formatDate(date) : 'Okänt datum'}</span>
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</div>
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{!hasFile && (
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<p className="mt-2 text-xs text-warning-foreground">
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Ingen kvittobild — klicka för att ladda upp
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</p>
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)}
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{hasFile && !quality.ok && (
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<p className="mt-2 text-xs text-warning-foreground">
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{quality.message}
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</p>
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)}
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</button>
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<ReceiptDetailDialog open={open} onOpenChange={setOpen} inbox={inbox} />
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</>
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)
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}
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function TransactionBox({
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tx,
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}: {
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tx: NonNullable<AgentInboxItemView['transaction']>
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}) {
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const [open, setOpen] = useState(false)
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return (
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<>
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<button
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type="button"
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onClick={() => setOpen(true)}
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className="w-full text-left rounded border bg-muted/40 p-3 text-sm transition-colors hover:bg-muted/60 hover:border-primary/40"
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>
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<div className="flex items-baseline justify-between gap-3">
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<span className="truncate">{tx.description || 'Okänd'}</span>
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<span className="tabular-nums font-medium">
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{formatCurrency(tx.amount, tx.currency)}
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</span>
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</div>
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<div className="flex items-center gap-1.5 mt-1 text-xs text-muted-foreground">
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<Landmark className="h-3 w-3" />
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<span>Banktransaktion · {formatDate(tx.date)}</span>
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</div>
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</button>
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<TransactionDetailDialog open={open} onOpenChange={setOpen} tx={tx} />
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</>
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)
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}
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function BookingProposalBody({
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payload,
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reasoning,
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}: {
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payload: BookingProposalPayload
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reasoning: string | null
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}) {
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const totalDebit = payload.lines.reduce((s, l) => s + l.debit_amount, 0)
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return (
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<div>
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<div className="rounded border bg-muted/40 p-3 text-sm">
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<table className="w-full text-xs">
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<thead>
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<tr className="text-muted-foreground">
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<th className="text-left font-normal pb-1">Konto</th>
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<th className="text-right font-normal pb-1">Debet</th>
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<th className="text-right font-normal pb-1">Kredit</th>
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</tr>
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</thead>
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<tbody>
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{payload.lines.map((line, i) => (
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<tr key={i} className="border-t border-border/40">
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<td className="py-1">
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<span className="font-mono">{line.account_number}</span>{' '}
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<span className="text-muted-foreground">{line.description}</span>
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</td>
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<td className="py-1 text-right tabular-nums">
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{line.debit_amount > 0 ? line.debit_amount.toFixed(2) : ''}
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</td>
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<td className="py-1 text-right tabular-nums">
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{line.credit_amount > 0 ? line.credit_amount.toFixed(2) : ''}
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</td>
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</tr>
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))}
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</tbody>
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<tfoot className="text-xs text-muted-foreground">
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<tr className="border-t">
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<td className="pt-1">
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{payload.vat_treatment && <span>Moms: {payload.vat_treatment}</span>}
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{payload.default_private && <span className="ml-2">Privat uttag</span>}
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</td>
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<td className="pt-1 text-right tabular-nums">{totalDebit.toFixed(2)}</td>
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<td className="pt-1 text-right tabular-nums">{totalDebit.toFixed(2)}</td>
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</tr>
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</tfoot>
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</table>
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</div>
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<ReasoningDisclosure reasoning={reasoning} />
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</div>
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)
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}
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