Files
accounted/components/agent-inbox/RequestCard.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

94 lines
3.0 KiB
TypeScript

'use client'
import { useState } from 'react'
import { Button } from '@/components/ui/button'
import { Card, CardContent } from '@/components/ui/card'
import { Badge } from '@/components/ui/badge'
import { useToast } from '@/components/ui/use-toast'
import { AlertCircle } from 'lucide-react'
import Link from 'next/link'
import type { AgentInboxItemView } from '@/app/(dashboard)/agent-inbox/page'
import type { AIRequestType } from '@/types'
interface RequestCardProps {
item: AgentInboxItemView
onDismiss: () => void
}
const REQUEST_LABEL: Record<AIRequestType, string> = {
reupload_document: 'Oläslig bild',
pick_transaction: 'Saknar matchning',
specify_vat: 'Momssats',
clarify_business_private: 'Privat eller business?',
needs_manual: 'Hantera manuellt',
}
export default function RequestCard({ item, onDismiss }: RequestCardProps) {
const req = item.request!
const { toast } = useToast()
const [busy, setBusy] = useState(false)
const handleResolve = async () => {
setBusy(true)
try {
const res = await fetch(`/api/ai/requests/${req.id}/resolve`, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({}),
})
if (!res.ok) {
const body = await res.json()
toast({ title: 'Fel', description: body.error, variant: 'destructive' })
return
}
toast({ title: 'Markerad som hanterad' })
onDismiss()
} finally {
setBusy(false)
}
}
// Guidance varies by request type.
let action: React.ReactNode = null
if (req.request_type === 'reupload_document') {
action = (
<Button size="sm" variant="outline" asChild>
<Link href="/e/general/invoice-inbox">Ladda upp ny bild</Link>
</Button>
)
} else if (req.request_type === 'pick_transaction' || req.request_type === 'needs_manual') {
action = (
<Button size="sm" variant="outline" asChild>
<Link href="/transactions">Gå till transaktioner</Link>
</Button>
)
}
return (
<Card className="border-warning/50">
<CardContent className="p-4">
<div className="flex items-start gap-3">
<AlertCircle className="h-5 w-5 text-warning mt-0.5 shrink-0" />
<div className="flex-1 min-w-0">
<div className="flex items-center gap-2 mb-1">
<Badge variant="outline">{REQUEST_LABEL[req.request_type]}</Badge>
{item.inbox_item.document && (
<span className="text-xs text-muted-foreground truncate">
{item.inbox_item.document.file_name}
</span>
)}
</div>
<p className="text-sm">{req.message}</p>
<div className="flex gap-2 mt-3 flex-wrap">
{action}
<Button size="sm" variant="ghost" onClick={handleResolve} disabled={busy}>
Markera som hanterad
</Button>
</div>
</div>
</div>
</CardContent>
</Card>
)
}