Files
accounted/components/receipts/ManualExtractDialog.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

178 lines
5.8 KiB
TypeScript

'use client'
import { useState } from 'react'
import {
Dialog,
DialogContent,
DialogHeader,
DialogTitle,
DialogDescription,
DialogFooter,
} from '@/components/ui/dialog'
import { Button } from '@/components/ui/button'
import { Input } from '@/components/ui/input'
import { Label } from '@/components/ui/label'
import { useToast } from '@/components/ui/use-toast'
import { Loader2 } from 'lucide-react'
import type { ReceiptRowWithPreview } from '@/app/(dashboard)/receipts/page'
// Fallback when AI can't read the image. The source document stays attached;
// we just let the user type the fields AI would have extracted so the row
// can move to 'ready' and be matched to a bank transaction.
export default function ManualExtractDialog({
row,
onClose,
onSaved,
}: {
row: ReceiptRowWithPreview
onClose: () => void
onSaved: () => void
}) {
const data = row.extracted_data as {
merchant?: { name?: string | null }
receipt?: { date?: string | null; currency?: string | null }
totals?: { total?: number | null; vatAmount?: number | null }
} | null
const [merchant, setMerchant] = useState(data?.merchant?.name ?? '')
const [date, setDate] = useState(data?.receipt?.date ?? new Date().toISOString().slice(0, 10))
const [total, setTotal] = useState<string>(data?.totals?.total != null ? String(data.totals.total) : '')
const [vatAmount, setVatAmount] = useState<string>(data?.totals?.vatAmount != null ? String(data.totals.vatAmount) : '')
const [currency, setCurrency] = useState(data?.receipt?.currency ?? 'SEK')
const [saving, setSaving] = useState(false)
const { toast } = useToast()
const handleSubmit = async (e: React.FormEvent) => {
e.preventDefault()
const totalNum = Number(total)
if (!merchant.trim() || !date || !Number.isFinite(totalNum) || totalNum <= 0) {
toast({
title: 'Kontrollera fälten',
description: 'Butiksnamn, datum och giltigt totalbelopp krävs.',
variant: 'destructive',
})
return
}
const vatNum = vatAmount.trim() === '' ? null : Number(vatAmount)
if (vatNum !== null && !Number.isFinite(vatNum)) {
toast({ title: 'Ogiltigt momsbelopp', variant: 'destructive' })
return
}
setSaving(true)
try {
const res = await fetch('/api/extensions/ext/invoice-inbox/manual-extract', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({
inbox_item_id: row.id,
merchant: merchant.trim(),
date,
total: totalNum,
currency,
vat_amount: vatNum,
}),
})
const body = await res.json()
if (!res.ok) {
toast({ title: 'Kunde inte spara', description: body.error, variant: 'destructive' })
return
}
toast({ title: 'Kvitto sparat' })
onSaved()
} finally {
setSaving(false)
}
}
return (
<Dialog open onOpenChange={(open) => { if (!open) onClose() }}>
<DialogContent className="sm:max-w-md">
<DialogHeader>
<DialogTitle>Skriv in kvittouppgifter</DialogTitle>
<DialogDescription>
Använd det här när AI inte kan läsa bilden. Bilden behålls som underlag —
du anger bara siffrorna så kan kvittot matchas mot en banktransaktion.
</DialogDescription>
</DialogHeader>
<form onSubmit={handleSubmit} className="space-y-4">
<div className="space-y-1.5">
<Label htmlFor="merchant">Butik / leverantör</Label>
<Input
id="merchant"
value={merchant}
onChange={(e) => setMerchant(e.target.value)}
placeholder="t.ex. ICA Maxi"
autoFocus
/>
</div>
<div className="grid grid-cols-2 gap-3">
<div className="space-y-1.5">
<Label htmlFor="date">Datum</Label>
<Input
id="date"
type="date"
value={date}
onChange={(e) => setDate(e.target.value)}
/>
</div>
<div className="space-y-1.5">
<Label htmlFor="currency">Valuta</Label>
<Input
id="currency"
value={currency}
onChange={(e) => setCurrency(e.target.value.toUpperCase().slice(0, 3))}
maxLength={3}
/>
</div>
</div>
<div className="grid grid-cols-2 gap-3">
<div className="space-y-1.5">
<Label htmlFor="total">Totalbelopp</Label>
<Input
id="total"
type="number"
step="0.01"
inputMode="decimal"
value={total}
onChange={(e) => setTotal(e.target.value)}
placeholder="0.00"
/>
</div>
<div className="space-y-1.5">
<Label htmlFor="vat">Varav moms (valfritt)</Label>
<Input
id="vat"
type="number"
step="0.01"
inputMode="decimal"
value={vatAmount}
onChange={(e) => setVatAmount(e.target.value)}
placeholder="0.00"
/>
</div>
</div>
<DialogFooter className="gap-2">
<Button type="button" variant="ghost" onClick={onClose} disabled={saving}>
Avbryt
</Button>
<Button type="submit" disabled={saving}>
{saving ? (
<>
<Loader2 className="mr-2 h-4 w-4 animate-spin" />
Sparar…
</>
) : (
'Spara'
)}
</Button>
</DialogFooter>
</form>
</DialogContent>
</Dialog>
)
}