Files
accounted/components/agent-inbox/ReceiptDetailDialog.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

409 lines
16 KiB
TypeScript

'use client'
import { useEffect, useRef, useState } from 'react'
import { useRouter } from 'next/navigation'
import {
Dialog,
DialogContent,
DialogDescription,
DialogHeader,
DialogTitle,
} from '@/components/ui/dialog'
import { Badge } from '@/components/ui/badge'
import { Button } from '@/components/ui/button'
import { useToast } from '@/components/ui/use-toast'
import { Loader2, ExternalLink, FileText, Upload, ImagePlus, MailPlus } from 'lucide-react'
import { formatCurrency, formatDate } from '@/lib/utils'
import type { AgentInboxItemView } from '@/app/(dashboard)/agent-inbox/page'
import { assessReceiptQuality } from './receipt-quality'
// Mirrors ReceiptExtractionResult, kept local + forgiving since legacy rows
// may be sparse.
interface ExtractedReceipt {
merchant?: {
name?: string | null
orgNumber?: string | null
vatNumber?: string | null
isForeign?: boolean
} | null
receipt?: {
date?: string | null
time?: string | null
currency?: string | null
} | null
totals?: {
subtotal?: number | null
vatAmount?: number | null
total?: number | null
} | null
lineItems?: Array<{
description?: string
quantity?: number
unitPrice?: number | null
lineTotal?: number
vatRate?: number | null
}> | null
flags?: {
isRestaurant?: boolean
isSystembolaget?: boolean
isForeignMerchant?: boolean
} | null
}
interface Props {
open: boolean
onOpenChange: (open: boolean) => void
inbox: AgentInboxItemView['inbox_item']
}
export default function ReceiptDetailDialog({ open, onOpenChange, inbox }: Props) {
const data = (inbox.extracted_data as ExtractedReceipt | null) ?? {}
const merchant = data.merchant?.name ?? inbox.document?.file_name ?? 'Okänt kvitto'
const currency = data.receipt?.currency ?? 'SEK'
const lineItems = data.lineItems ?? []
const flags = data.flags ?? {}
// Lazily fetch a signed download URL so we can preview the file.
const [downloadUrl, setDownloadUrl] = useState<string | null>(null)
const [loadingUrl, setLoadingUrl] = useState(false)
const [uploading, setUploading] = useState(false)
const [uploadError, setUploadError] = useState<string | null>(null)
const [requesting, setRequesting] = useState(false)
const fileInputRef = useRef<HTMLInputElement | null>(null)
const router = useRouter()
const { toast } = useToast()
const quality = assessReceiptQuality(inbox)
useEffect(() => {
if (!open || !inbox.document?.id || downloadUrl) return
setLoadingUrl(true)
fetch(`/api/documents/${inbox.document.id}`)
.then((r) => r.json())
.then((body) => {
if (body?.data?.download_url) setDownloadUrl(body.data.download_url)
})
.catch(() => { /* fall back to no preview */ })
.finally(() => setLoadingUrl(false))
}, [open, inbox.document?.id, downloadUrl])
const mime = inbox.document?.mime_type ?? null
const isImage = mime?.startsWith('image/') ?? false
const isPdf = mime === 'application/pdf'
const handleFilePicked = async (file: File) => {
setUploading(true)
setUploadError(null)
try {
const body = new FormData()
body.append('file', file)
const res = await fetch(`/api/ai/inbox-items/${inbox.id}/attach-file`, {
method: 'POST',
body,
})
const json = await res.json()
if (!res.ok) {
setUploadError(json?.error ?? 'Kunde inte ladda upp filen.')
setUploading(false)
return
}
toast({ title: 'Kvittobild uppladdad' })
// Force the server component to re-run so the new inbox.document
// propagates into the card + modal.
router.refresh()
onOpenChange(false)
} catch {
setUploadError('Nätverksfel.')
} finally {
setUploading(false)
}
}
const handleRequestReceipt = async () => {
setRequesting(true)
try {
const res = await fetch(`/api/ai/inbox-items/${inbox.id}/request-receipt`, {
method: 'POST',
})
const body = await res.json()
if (!res.ok) {
toast({
title: 'Kunde inte skicka begäran',
description: body?.error ?? 'Försök igen.',
variant: 'destructive',
})
setRequesting(false)
return
}
toast({
title: 'Begäran skickad',
description: `Mejl skickat till ${body.data.sent} av ${body.data.total} medlemmar.`,
})
} catch {
toast({
title: 'Nätverksfel',
variant: 'destructive',
})
} finally {
setRequesting(false)
}
}
return (
<Dialog open={open} onOpenChange={onOpenChange}>
<DialogContent className="max-w-3xl max-h-[90vh] overflow-hidden flex flex-col">
<DialogHeader>
<DialogTitle className="flex items-center gap-2">
{merchant}
</DialogTitle>
<DialogDescription>
{data.receipt?.date ? formatDate(data.receipt.date) : 'Okänt datum'}
{data.receipt?.time && ` · ${data.receipt.time}`}
{data.totals?.total != null && (
<span> · {formatCurrency(data.totals.total, currency)}</span>
)}
</DialogDescription>
</DialogHeader>
<div className="flex-1 overflow-y-auto grid grid-cols-1 md:grid-cols-2 gap-6">
{/* File preview */}
<section className="min-h-[280px] bg-muted/40 rounded border flex items-center justify-center overflow-hidden">
{!inbox.document ? (
<div className="flex flex-col items-center gap-3 p-6 text-center">
<div className="p-3 rounded-full bg-muted">
<ImagePlus className="h-6 w-6 text-muted-foreground" />
</div>
<div>
<h3 className="text-sm font-medium">Ingen kvittobild</h3>
<p className="text-xs text-muted-foreground mt-1 max-w-[240px]">
Utan bildbevis kan bokföringen inte verifieras. Ladda upp kvittot (PDF, JPG, PNG, WebP — max 15 MB).
</p>
</div>
<input
ref={fileInputRef}
type="file"
accept=".pdf,.jpg,.jpeg,.png,.webp"
className="hidden"
onChange={(e) => {
const f = e.target.files?.[0]
if (f) handleFilePicked(f)
e.target.value = ''
}}
/>
<div className="flex flex-col gap-2 w-full max-w-[240px]">
<Button
size="sm"
onClick={() => fileInputRef.current?.click()}
disabled={uploading || requesting}
>
{uploading ? (
<>
<Loader2 className="h-3.5 w-3.5 mr-2 animate-spin" />
Laddar upp…
</>
) : (
<>
<Upload className="h-3.5 w-3.5 mr-2" />
Ladda upp kvittobild
</>
)}
</Button>
<Button
size="sm"
variant="outline"
onClick={handleRequestReceipt}
disabled={uploading || requesting}
>
{requesting ? (
<>
<Loader2 className="h-3.5 w-3.5 mr-2 animate-spin" />
Skickar…
</>
) : (
<>
<MailPlus className="h-3.5 w-3.5 mr-2" />
Begär kvitto från teamet
</>
)}
</Button>
</div>
{uploadError && (
<p className="text-xs text-destructive">{uploadError}</p>
)}
</div>
) : loadingUrl ? (
<Loader2 className="h-5 w-5 animate-spin text-muted-foreground" />
) : !downloadUrl ? (
<div className="text-sm text-muted-foreground text-center p-6">
Kunde inte ladda filen
</div>
) : isImage ? (
// eslint-disable-next-line @next/next/no-img-element
<img
src={downloadUrl}
alt={inbox.document.file_name}
className="max-w-full max-h-[60vh] object-contain"
/>
) : isPdf ? (
<iframe
src={downloadUrl}
title={inbox.document.file_name}
className="w-full h-[60vh]"
/>
) : (
<div className="flex flex-col items-center gap-2 p-6">
<FileText className="h-10 w-10 text-muted-foreground" />
<span className="text-sm">{inbox.document.file_name}</span>
<Button size="sm" variant="outline" asChild>
<a href={downloadUrl} target="_blank" rel="noreferrer">
<ExternalLink className="h-3.5 w-3.5 mr-2" />
Öppna fil
</a>
</Button>
</div>
)}
</section>
{/* Extracted data */}
<section className="space-y-4 text-sm">
{/* Quality warning — shown when a file exists but the data is weak */}
{inbox.document && !quality.ok && (
<div className="rounded border border-warning/50 bg-warning/5 p-3">
<p className="text-sm font-medium mb-1">Kvittot verkar otydligt</p>
<p className="text-xs text-muted-foreground mb-2">
{quality.message} Be teamet skicka en tydligare bild för att kunna bokföra säkert.
</p>
<Button
size="sm"
variant="outline"
onClick={handleRequestReceipt}
disabled={requesting}
>
{requesting ? (
<>
<Loader2 className="h-3.5 w-3.5 mr-2 animate-spin" />
Skickar…
</>
) : (
<>
<MailPlus className="h-3.5 w-3.5 mr-2" />
Begär nytt kvitto
</>
)}
</Button>
</div>
)}
{/* Merchant */}
<div>
<h3 className="text-xs font-medium uppercase tracking-wider text-muted-foreground mb-1.5">
Handlare
</h3>
<dl className="grid grid-cols-[max-content_1fr] gap-x-3 gap-y-1 text-sm">
<dt className="text-muted-foreground">Namn</dt>
<dd>{data.merchant?.name ?? '—'}</dd>
{data.merchant?.orgNumber && (
<>
<dt className="text-muted-foreground">Org.nr</dt>
<dd className="font-mono">{data.merchant.orgNumber}</dd>
</>
)}
{data.merchant?.vatNumber && (
<>
<dt className="text-muted-foreground">VAT-nr</dt>
<dd className="font-mono">{data.merchant.vatNumber}</dd>
</>
)}
{(flags.isRestaurant || flags.isSystembolaget || flags.isForeignMerchant) && (
<>
<dt className="text-muted-foreground">Flagga</dt>
<dd className="flex flex-wrap gap-1">
{flags.isRestaurant && <Badge variant="outline" className="text-xs">Restaurang</Badge>}
{flags.isSystembolaget && <Badge variant="outline" className="text-xs">Systembolaget</Badge>}
{flags.isForeignMerchant && <Badge variant="outline" className="text-xs">Utländsk handlare</Badge>}
</dd>
</>
)}
</dl>
</div>
{/* Totals */}
{(data.totals?.subtotal != null || data.totals?.total != null) && (
<div>
<h3 className="text-xs font-medium uppercase tracking-wider text-muted-foreground mb-1.5">
Belopp
</h3>
<dl className="grid grid-cols-[max-content_1fr] gap-x-3 gap-y-1 text-sm">
{data.totals?.subtotal != null && (
<>
<dt className="text-muted-foreground">Netto</dt>
<dd className="tabular-nums">{formatCurrency(data.totals.subtotal, currency)}</dd>
</>
)}
{data.totals?.vatAmount != null && data.totals.vatAmount > 0 && (
<>
<dt className="text-muted-foreground">Moms</dt>
<dd className="tabular-nums">{formatCurrency(data.totals.vatAmount, currency)}</dd>
</>
)}
{data.totals?.total != null && (
<>
<dt className="text-muted-foreground">Totalt</dt>
<dd className="tabular-nums font-medium">{formatCurrency(data.totals.total, currency)}</dd>
</>
)}
</dl>
</div>
)}
{/* Line items */}
{lineItems.length > 0 && (
<div>
<h3 className="text-xs font-medium uppercase tracking-wider text-muted-foreground mb-1.5">
Rader ({lineItems.length})
</h3>
<table className="w-full text-xs">
<thead>
<tr className="text-muted-foreground">
<th className="text-left font-normal pb-1">Beskrivning</th>
<th className="text-right font-normal pb-1">Antal</th>
<th className="text-right font-normal pb-1">Moms</th>
<th className="text-right font-normal pb-1">Summa</th>
</tr>
</thead>
<tbody>
{lineItems.map((li, i) => (
<tr key={i} className="border-t border-border/40">
<td className="py-1">{li.description ?? 'Rad'}</td>
<td className="py-1 text-right tabular-nums">
{li.quantity ?? '—'}
</td>
<td className="py-1 text-right tabular-nums text-muted-foreground">
{li.vatRate != null ? `${li.vatRate}%` : '—'}
</td>
<td className="py-1 text-right tabular-nums">
{li.lineTotal != null ? formatCurrency(li.lineTotal, currency) : '—'}
</td>
</tr>
))}
</tbody>
</table>
</div>
)}
{/* Meta */}
<div className="pt-2 border-t text-xs text-muted-foreground space-y-0.5">
<div>Källa: {inbox.source}{inbox.email_from ? ` (${inbox.email_from})` : ''}</div>
{inbox.confidence != null && (
<div>Extraktionskonfidens: {Math.round(Number(inbox.confidence) * 100)}%</div>
)}
{inbox.document?.file_name && (
<div>Fil: {inbox.document.file_name}</div>
)}
</div>
</section>
</div>
</DialogContent>
</Dialog>
)
}