Files
accounted/components/agent-inbox/TransactionDetailDialog.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

123 lines
4.3 KiB
TypeScript

'use client'
import Link from 'next/link'
import {
Dialog,
DialogContent,
DialogDescription,
DialogHeader,
DialogTitle,
} from '@/components/ui/dialog'
import { Button } from '@/components/ui/button'
import { ExternalLink } from 'lucide-react'
import { formatCurrency, formatDate } from '@/lib/utils'
import type { AgentInboxItemView } from '@/app/(dashboard)/agent-inbox/page'
interface Props {
open: boolean
onOpenChange: (open: boolean) => void
tx: NonNullable<AgentInboxItemView['transaction']>
}
export default function TransactionDetailDialog({ open, onOpenChange, tx }: Props) {
return (
<Dialog open={open} onOpenChange={onOpenChange}>
<DialogContent className="max-w-lg">
<DialogHeader>
<DialogTitle className="flex items-baseline justify-between gap-3">
<span className="truncate">{tx.description || 'Okänd transaktion'}</span>
<span className="tabular-nums text-base font-medium flex-shrink-0">
{formatCurrency(tx.amount, tx.currency)}
</span>
</DialogTitle>
<DialogDescription>
{formatDate(tx.date)} · Banktransaktion
</DialogDescription>
</DialogHeader>
<div className="space-y-4 text-sm">
<dl className="grid grid-cols-[max-content_1fr] gap-x-4 gap-y-1.5">
{tx.merchant_name && tx.merchant_name !== tx.description && (
<>
<dt className="text-muted-foreground">Handlare</dt>
<dd>{tx.merchant_name}</dd>
</>
)}
<dt className="text-muted-foreground">Kategori</dt>
<dd>{tx.category ?? '—'}</dd>
<dt className="text-muted-foreground">Affärs/privat</dt>
<dd>
{tx.is_business === true
? 'Affärs'
: tx.is_business === false
? 'Privat'
: 'Okänt'}
</dd>
{tx.currency && tx.currency !== 'SEK' && (
<>
<dt className="text-muted-foreground">Valuta</dt>
<dd>
{tx.currency}
{tx.amount_sek != null && (
<span className="text-muted-foreground">
{' '}
({formatCurrency(tx.amount_sek, 'SEK')})
</span>
)}
</dd>
{tx.exchange_rate != null && (
<>
<dt className="text-muted-foreground">Växelkurs</dt>
<dd className="tabular-nums">{tx.exchange_rate}</dd>
</>
)}
{tx.exchange_rate_date && (
<>
<dt className="text-muted-foreground">Kursdatum</dt>
<dd>{formatDate(tx.exchange_rate_date)}</dd>
</>
)}
</>
)}
{tx.mcc_code != null && (
<>
<dt className="text-muted-foreground">MCC-kod</dt>
<dd className="font-mono">{tx.mcc_code}</dd>
</>
)}
{tx.external_id && (
<>
<dt className="text-muted-foreground">Externt ID</dt>
<dd className="font-mono text-xs text-muted-foreground break-all">
{tx.external_id}
</dd>
</>
)}
{tx.bank_connection_id && (
<>
<dt className="text-muted-foreground">Bankanslutning</dt>
<dd className="font-mono text-xs text-muted-foreground">
{tx.bank_connection_id.slice(0, 8)}…
</dd>
</>
)}
<dt className="text-muted-foreground">Transaktions-ID</dt>
<dd className="font-mono text-xs text-muted-foreground break-all">
{tx.id}
</dd>
</dl>
<div className="pt-3 border-t">
<Button variant="outline" size="sm" asChild>
<Link href={`/transactions?highlight=${tx.id}`}>
<ExternalLink className="h-3.5 w-3.5 mr-2" />
Öppna i transaktionslistan
</Link>
</Button>
</div>
</div>
</DialogContent>
</Dialog>
)
}