* 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>
541 lines
20 KiB
TypeScript
541 lines
20 KiB
TypeScript
'use client'
|
||
|
||
import { useRef, useState, useEffect, useMemo } from 'react'
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import { useRouter } from 'next/navigation'
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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 { useToast } from '@/components/ui/use-toast'
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import { PageHeader } from '@/components/ui/page-header'
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import { Upload, Receipt as ReceiptIcon, Loader2, FileText, AlertTriangle, RefreshCw, Pencil, ShieldCheck, ShieldAlert } from 'lucide-react'
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import { formatCurrency, formatDate } from '@/lib/utils'
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import ManualExtractDialog from './ManualExtractDialog'
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import type { ReceiptRowWithPreview } from '@/app/(dashboard)/receipts/page'
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const STATUS_LABELS: Record<string, string> = {
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pending: 'Väntar',
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processing: 'Bearbetar',
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ready: 'Klar',
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confirmed: 'Bokförd',
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rejected: 'Avvisad',
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error: 'Fel',
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}
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const STATUS_VARIANTS: Record<string, 'default' | 'secondary' | 'success' | 'warning' | 'destructive' | 'outline'> = {
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pending: 'outline',
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processing: 'warning',
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ready: 'secondary',
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confirmed: 'success',
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rejected: 'outline',
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error: 'destructive',
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}
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const ALLOWED_MIME = 'application/pdf,image/jpeg,image/png,image/heic,image/heif,image/webp'
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interface ExtractedReceiptShape {
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merchant?: { name?: string | null } | null
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receipt?: { date?: string | null; currency?: string | null } | null
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totals?: { total?: number | null } | null
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_verification?: {
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agrees?: boolean
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claude_total?: number | null
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||
ocr_total?: number | null
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delta?: number | null
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ocr_confidence?: number | null
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} | null
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_source?: 'ocr_only' | null
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}
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// Derive the verification state the UI should render.
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// - 'agreed' Claude and Textract read the same total → green badge
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// - 'disagreed' they disagree > 1 öre → yellow warning + numbers
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// - 'ocr-only' Claude failed but Textract succeeded → neutral
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// - 'unverified' Textract didn't run (HEIC, large file, no AWS perms)
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// or agreement data is absent → show nothing
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type VerificationState = 'agreed' | 'disagreed' | 'ocr-only' | 'unverified'
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function getVerificationState(row: ReceiptRowWithPreview): VerificationState {
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const data = row.extracted_data as ExtractedReceiptShape | null
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if (!data) return 'unverified'
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if (data._source === 'ocr_only') return 'ocr-only'
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const v = data._verification
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if (!v || v.agrees == null) return 'unverified'
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return v.agrees ? 'agreed' : 'disagreed'
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}
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function summarize(row: ReceiptRowWithPreview): { merchant: string; total: number | null; currency: string; date: string | null } {
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const data = (row.extracted_data as ExtractedReceiptShape | null) ?? {}
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return {
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merchant: data.merchant?.name ?? row.document?.file_name ?? 'Okänt kvitto',
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total: data.totals?.total ?? null,
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currency: data.receipt?.currency ?? 'SEK',
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date: data.receipt?.date ?? null,
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}
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}
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// Mirror of the server-side needsRescan heuristic — a row looks stuck when
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// extraction failed or the total we need to propose a match is missing.
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// Server is still authoritative; this just gates UI affordances.
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function rowNeedsRescan(row: ReceiptRowWithPreview): boolean {
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if (!row.document_id) return false // nothing to rescan without a file
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if (row.status === 'confirmed') return false
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if (row.status === 'error') return true
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const data = row.extracted_data as ExtractedReceiptShape | null
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if (!data) return true
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if (data.totals?.total == null) return true
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return false
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}
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// Thumbnail resolves to: image preview | PDF placeholder | missing-source warning.
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// The last case is legally important (BFL 5 kap 7§) — a receipt without a
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// source document cannot be booked, so we surface it visibly.
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function Thumbnail({ row }: { row: ReceiptRowWithPreview }) {
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const mime = row.document?.mime_type ?? ''
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const isImage = mime.startsWith('image/') && !mime.includes('heic') && !mime.includes('heif')
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const isPdf = mime === 'application/pdf'
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if (!row.document) {
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return (
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<div className="w-20 h-20 rounded border border-warning/40 bg-warning/5 flex flex-col items-center justify-center shrink-0 text-warning-foreground">
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<AlertTriangle className="h-5 w-5" />
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<span className="text-[10px] mt-1 text-center leading-tight">Saknar bild</span>
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</div>
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)
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}
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if (isImage && row.preview_url) {
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// eslint-disable-next-line @next/next/no-img-element
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return (
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<img
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src={row.preview_url}
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alt={row.document.file_name ?? 'Kvitto'}
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className="w-20 h-20 rounded object-cover border bg-muted shrink-0"
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loading="lazy"
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/>
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)
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}
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return (
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<div className="w-20 h-20 rounded border bg-muted flex items-center justify-center shrink-0">
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<FileText className="h-6 w-6 text-muted-foreground" />
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<span className="sr-only">{isPdf ? 'PDF' : 'Fil'}</span>
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</div>
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)
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}
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// Optimistic card shown while the upload request is in flight. Replaced by
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// the persisted row on router.refresh(). Keeps the page from looking empty
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// during the 5-10 s classify call.
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function PendingUploadCard({ upload }: { upload: PendingUpload }) {
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return (
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<Card className="border-primary/20 bg-primary/[0.02]">
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<CardContent className="p-4">
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<div className="flex items-start gap-4">
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<div className="w-20 h-20 rounded border bg-muted flex items-center justify-center shrink-0">
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<Loader2 className="h-6 w-6 text-muted-foreground animate-spin" />
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</div>
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<div className="flex-1 min-w-0">
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<div className="flex items-baseline justify-between gap-3 flex-wrap">
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<span className="font-medium truncate">{upload.file_name}</span>
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</div>
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<div className="flex items-center gap-2 mt-1">
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<Badge variant="warning" className="gap-1.5">
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<Loader2 className="h-3 w-3 animate-spin" />
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AI läser kvittot…
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</Badge>
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<span className="text-xs text-muted-foreground">
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Det här brukar ta 5–10 sekunder.
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</span>
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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 VerificationBadge({ row }: { row: ReceiptRowWithPreview }) {
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const state = getVerificationState(row)
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if (state === 'agreed') {
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return (
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<Badge variant="outline" className="border-success/40 text-success-foreground gap-1">
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<ShieldCheck className="h-3 w-3" />
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OCR verifierad
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</Badge>
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)
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}
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if (state === 'disagreed') {
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return (
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<Badge variant="outline" className="border-warning/40 text-warning-foreground gap-1">
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<ShieldAlert className="h-3 w-3" />
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Behöver granskning
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</Badge>
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)
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}
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if (state === 'ocr-only') {
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return (
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<Badge variant="outline" className="text-muted-foreground">
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Endast OCR
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</Badge>
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)
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}
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return null
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}
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// When Claude and Textract disagree on the total, show the raw numbers so
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// the user can see which read to trust before accepting downstream.
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function DisagreementDetail({ row }: { row: ReceiptRowWithPreview }) {
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const data = row.extracted_data as ExtractedReceiptShape | null
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const v = data?._verification
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if (!v || v.agrees !== false) return null
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const currency = data?.receipt?.currency ?? 'SEK'
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return (
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<p className="text-xs text-warning-foreground mt-2">
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AI läste {v.claude_total != null ? formatCurrency(v.claude_total, currency) : '—'}, OCR läste{' '}
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{v.ocr_total != null ? formatCurrency(v.ocr_total, currency) : '—'}. Granska bilden innan du godkänner.
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</p>
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)
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}
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// Optimistic placeholder shown in the list while a manual upload is in
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// flight. The upload handler is synchronous (classify + store + insert
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// happen before the response returns), so a 5-10 s gap otherwise leaves the
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// user staring at nothing. We insert a fake row here so the UI shows a real
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// card immediately and router.refresh() replaces it with the persisted row.
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interface PendingUpload {
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key: string
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file_name: string
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size_bytes: number
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mime_type: string
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}
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export default function ReceiptsList({ initialItems }: { initialItems: ReceiptRowWithPreview[] }) {
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const [items, setItems] = useState(initialItems)
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const [uploading, setUploading] = useState(false)
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const [pendingUploads, setPendingUploads] = useState<PendingUpload[]>([])
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const [batchScanning, setBatchScanning] = useState(false)
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const [rescanId, setRescanId] = useState<string | null>(null)
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const [attachingId, setAttachingId] = useState<string | null>(null)
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const [manualRow, setManualRow] = useState<ReceiptRowWithPreview | null>(null)
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const fileInputRef = useRef<HTMLInputElement>(null)
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const attachInputRef = useRef<HTMLInputElement>(null)
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const attachTargetRef = useRef<string | null>(null)
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const { toast } = useToast()
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const router = useRouter()
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useEffect(() => { setItems(initialItems) }, [initialItems])
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// Count of rows eligible for rescan — drives the "Skanna oskannade (N)" CTA.
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const rescanCount = useMemo(() => items.filter(rowNeedsRescan).length, [items])
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const handlePickFile = () => fileInputRef.current?.click()
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const handleUpload = async (e: React.ChangeEvent<HTMLInputElement>) => {
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const file = e.target.files?.[0]
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if (!file) return
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e.target.value = ''
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|
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const pending: PendingUpload = {
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key: `pending-${Date.now()}-${file.name}`,
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file_name: file.name,
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size_bytes: file.size,
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mime_type: file.type,
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}
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setPendingUploads((p) => [pending, ...p])
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setUploading(true)
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try {
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const form = new FormData()
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form.append('file', file)
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const res = await fetch('/api/extensions/ext/invoice-inbox/upload', {
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method: 'POST',
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body: form,
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})
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const body = await res.json()
|
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if (!res.ok) {
|
||
toast({ title: 'Uppladdning misslyckades', description: body.error, variant: 'destructive' })
|
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return
|
||
}
|
||
toast({ title: 'Kvitto sparat' })
|
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router.refresh()
|
||
} catch (err) {
|
||
toast({
|
||
title: 'Fel',
|
||
description: err instanceof Error ? err.message : String(err),
|
||
variant: 'destructive',
|
||
})
|
||
} finally {
|
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// Drop the placeholder on both success and failure. On success the
|
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// real row arrives via router.refresh(); on failure the user gets a
|
||
// toast and an empty list state instead of a stuck "AI läser..." card.
|
||
setPendingUploads((p) => p.filter((x) => x.key !== pending.key))
|
||
setUploading(false)
|
||
}
|
||
}
|
||
|
||
const handleRescanOne = async (row: ReceiptRowWithPreview) => {
|
||
setRescanId(row.id)
|
||
try {
|
||
const res = await fetch('/api/extensions/ext/invoice-inbox/rescan', {
|
||
method: 'POST',
|
||
headers: { 'Content-Type': 'application/json' },
|
||
body: JSON.stringify({ inbox_item_ids: [row.id] }),
|
||
})
|
||
const body = await res.json()
|
||
if (!res.ok) {
|
||
toast({ title: 'Skanning misslyckades', description: body.error, variant: 'destructive' })
|
||
return
|
||
}
|
||
const outcome = body.data.outcomes?.[0]
|
||
if (outcome?.ok) {
|
||
toast({ title: 'Skanning klar' })
|
||
} else {
|
||
toast({ title: 'Skanning misslyckades', description: outcome?.error, variant: 'destructive' })
|
||
}
|
||
router.refresh()
|
||
} finally {
|
||
setRescanId(null)
|
||
}
|
||
}
|
||
|
||
const handlePickAttachFile = (rowId: string) => {
|
||
attachTargetRef.current = rowId
|
||
attachInputRef.current?.click()
|
||
}
|
||
|
||
const handleAttachFile = async (e: React.ChangeEvent<HTMLInputElement>) => {
|
||
const file = e.target.files?.[0]
|
||
const rowId = attachTargetRef.current
|
||
e.target.value = ''
|
||
attachTargetRef.current = null
|
||
if (!file || !rowId) return
|
||
|
||
setAttachingId(rowId)
|
||
try {
|
||
const form = new FormData()
|
||
form.append('file', file)
|
||
const res = await fetch(`/api/extensions/ext/invoice-inbox/items/${rowId}/attach-document`, {
|
||
method: 'POST',
|
||
body: form,
|
||
})
|
||
const body = await res.json()
|
||
if (!res.ok) {
|
||
toast({ title: 'Kunde inte koppla bild', description: body.error, variant: 'destructive' })
|
||
return
|
||
}
|
||
toast({
|
||
title: 'Bild kopplad',
|
||
description: body.data.classified ? 'Bearbetar siffrorna…' : 'Kunde inte läsa siffror — skanna igen eller skriv in själv.',
|
||
})
|
||
router.refresh()
|
||
} finally {
|
||
setAttachingId(null)
|
||
}
|
||
}
|
||
|
||
const handleBatchRescan = async () => {
|
||
if (rescanCount === 0) return
|
||
setBatchScanning(true)
|
||
try {
|
||
const res = await fetch('/api/extensions/ext/invoice-inbox/rescan', {
|
||
method: 'POST',
|
||
headers: { 'Content-Type': 'application/json' },
|
||
body: JSON.stringify({}),
|
||
})
|
||
const body = await res.json()
|
||
if (!res.ok) {
|
||
toast({ title: 'Batch-skanning misslyckades', description: body.error, variant: 'destructive' })
|
||
return
|
||
}
|
||
const { rescanned, failed } = body.data
|
||
toast({
|
||
title: `${rescanned} skannade${failed > 0 ? `, ${failed} misslyckades` : ''}`,
|
||
})
|
||
router.refresh()
|
||
} finally {
|
||
setBatchScanning(false)
|
||
}
|
||
}
|
||
|
||
return (
|
||
<div className="container mx-auto p-4 sm:p-8 max-w-5xl">
|
||
<PageHeader
|
||
title="Kvitton"
|
||
description="Ladda upp kvitton. AI klassificerar och matchar mot banktransaktioner."
|
||
action={
|
||
<div className="flex gap-2 flex-wrap">
|
||
{rescanCount > 0 && (
|
||
<Button variant="outline" onClick={handleBatchRescan} disabled={batchScanning}>
|
||
{batchScanning ? (
|
||
<>
|
||
<Loader2 className="mr-2 h-4 w-4 animate-spin" />
|
||
Skannar…
|
||
</>
|
||
) : (
|
||
<>
|
||
<RefreshCw className="mr-2 h-4 w-4" />
|
||
Skanna oskannade ({rescanCount})
|
||
</>
|
||
)}
|
||
</Button>
|
||
)}
|
||
<input
|
||
ref={fileInputRef}
|
||
type="file"
|
||
className="hidden"
|
||
accept={ALLOWED_MIME}
|
||
onChange={handleUpload}
|
||
/>
|
||
<Button onClick={handlePickFile} disabled={uploading}>
|
||
{uploading ? (
|
||
<>
|
||
<Loader2 className="mr-2 h-4 w-4 animate-spin" />
|
||
Laddar upp…
|
||
</>
|
||
) : (
|
||
<>
|
||
<Upload className="mr-2 h-4 w-4" />
|
||
Ladda upp kvitto
|
||
</>
|
||
)}
|
||
</Button>
|
||
</div>
|
||
}
|
||
/>
|
||
|
||
{items.length === 0 && pendingUploads.length === 0 ? (
|
||
<Card>
|
||
<CardContent className="flex flex-col items-center justify-center py-12">
|
||
<div className="p-5 rounded-full bg-muted mb-6">
|
||
<ReceiptIcon className="h-8 w-8 text-muted-foreground" />
|
||
</div>
|
||
<h3 className="text-lg font-medium mb-2">Inga kvitton än</h3>
|
||
<p className="text-sm text-muted-foreground text-center max-w-sm">
|
||
Ladda upp ett kvitto (PDF, JPG, PNG, HEIC eller WebP) så tar AI hand om resten.
|
||
</p>
|
||
</CardContent>
|
||
</Card>
|
||
) : (
|
||
<div className="flex flex-col gap-3">
|
||
{pendingUploads.map((upload) => (
|
||
<PendingUploadCard key={upload.key} upload={upload} />
|
||
))}
|
||
{items.map((row) => {
|
||
const s = summarize(row)
|
||
const statusKey = row.status ?? 'pending'
|
||
const canRescan = rowNeedsRescan(row)
|
||
const isRescanning = rescanId === row.id
|
||
const needsImage = !row.document_id && row.status !== 'confirmed'
|
||
const isAttaching = attachingId === row.id
|
||
return (
|
||
<Card key={row.id}>
|
||
<CardContent className="p-4">
|
||
<div className="flex items-start gap-4">
|
||
<Thumbnail row={row} />
|
||
<div className="flex-1 min-w-0">
|
||
<div className="flex items-baseline justify-between gap-3 flex-wrap">
|
||
<span className="font-medium truncate">{s.merchant}</span>
|
||
{s.total != null && (
|
||
<span className="tabular-nums font-medium">
|
||
{formatCurrency(s.total, s.currency)}
|
||
</span>
|
||
)}
|
||
</div>
|
||
<div className="flex items-center gap-2 mt-1 flex-wrap">
|
||
<Badge variant={STATUS_VARIANTS[statusKey] ?? 'outline'} className="gap-1.5">
|
||
{(statusKey === 'processing' || statusKey === 'pending') && (
|
||
<Loader2 className="h-3 w-3 animate-spin" />
|
||
)}
|
||
{STATUS_LABELS[statusKey] ?? statusKey}
|
||
</Badge>
|
||
<VerificationBadge row={row} />
|
||
{s.date && (
|
||
<span className="text-xs text-muted-foreground">
|
||
{formatDate(s.date)}
|
||
</span>
|
||
)}
|
||
{row.document?.file_name && (
|
||
<span className="text-xs text-muted-foreground truncate">
|
||
· {row.document.file_name}
|
||
</span>
|
||
)}
|
||
{row.source === 'email' && (
|
||
<span className="text-xs text-muted-foreground">· via e-post</span>
|
||
)}
|
||
</div>
|
||
{row.error_message && (
|
||
<p className="text-xs text-destructive mt-1">{row.error_message}</p>
|
||
)}
|
||
<DisagreementDetail row={row} />
|
||
|
||
{needsImage && (
|
||
<div className="flex gap-2 mt-3">
|
||
<Button
|
||
size="sm"
|
||
variant="outline"
|
||
onClick={() => handlePickAttachFile(row.id)}
|
||
disabled={isAttaching}
|
||
>
|
||
{isAttaching ? (
|
||
<>
|
||
<Loader2 className="mr-2 h-3 w-3 animate-spin" />
|
||
Laddar upp…
|
||
</>
|
||
) : (
|
||
<>
|
||
<Upload className="mr-2 h-3 w-3" />
|
||
Ladda upp bild
|
||
</>
|
||
)}
|
||
</Button>
|
||
</div>
|
||
)}
|
||
{!needsImage && canRescan && (
|
||
<div className="flex gap-2 mt-3">
|
||
<Button size="sm" variant="outline" onClick={() => handleRescanOne(row)} disabled={isRescanning}>
|
||
{isRescanning ? (
|
||
<>
|
||
<Loader2 className="mr-2 h-3 w-3 animate-spin" />
|
||
Skannar…
|
||
</>
|
||
) : (
|
||
<>
|
||
<RefreshCw className="mr-2 h-3 w-3" />
|
||
Skanna igen
|
||
</>
|
||
)}
|
||
</Button>
|
||
<Button size="sm" variant="ghost" onClick={() => setManualRow(row)}>
|
||
<Pencil className="mr-2 h-3 w-3" />
|
||
Skriv in själv
|
||
</Button>
|
||
</div>
|
||
)}
|
||
</div>
|
||
</div>
|
||
</CardContent>
|
||
</Card>
|
||
)
|
||
})}
|
||
</div>
|
||
)}
|
||
|
||
<input
|
||
ref={attachInputRef}
|
||
type="file"
|
||
className="hidden"
|
||
accept={ALLOWED_MIME}
|
||
onChange={handleAttachFile}
|
||
/>
|
||
|
||
{manualRow && (
|
||
<ManualExtractDialog
|
||
row={manualRow}
|
||
onClose={() => setManualRow(null)}
|
||
onSaved={() => {
|
||
setManualRow(null)
|
||
router.refresh()
|
||
}}
|
||
/>
|
||
)}
|
||
</div>
|
||
)
|
||
}
|