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>
This commit is contained in:
Mattsson
@@ -0,0 +1,171 @@
|
||||
import { notFound, redirect } from 'next/navigation'
|
||||
import Link from 'next/link'
|
||||
import { createClient } from '@/lib/supabase/server'
|
||||
import { ensureInitialized } from '@/lib/init'
|
||||
import { ENABLED_EXTENSION_IDS } from '@/lib/extensions/_generated/enabled-extensions'
|
||||
import { isAgentInboxEnabled } from '@/lib/ai/feature-flag'
|
||||
import { requireCompanyId } from '@/lib/company/context'
|
||||
import { PageHeader } from '@/components/ui/page-header'
|
||||
import { Button } from '@/components/ui/button'
|
||||
import { Card, CardContent } from '@/components/ui/card'
|
||||
import { Sparkles } from 'lucide-react'
|
||||
import AgentInbox from '@/components/agent-inbox/AgentInbox'
|
||||
import type { AIProposal, AIRequest, InvoiceInboxItem, Transaction, DocumentAttachment, MatchProposalPayload } from '@/types'
|
||||
|
||||
ensureInitialized()
|
||||
|
||||
// Expanded card data the client component needs to render each proposal's
|
||||
// context (receipt thumbnail + matched transaction summary).
|
||||
export interface AgentInboxItemView {
|
||||
proposal: AIProposal | null
|
||||
request: AIRequest | null
|
||||
inbox_item: InvoiceInboxItem & { document: DocumentAttachment | null }
|
||||
transaction: Transaction | null
|
||||
}
|
||||
|
||||
export default async function AgentInboxPage() {
|
||||
// Hard gate: extension not enabled at build time, OR the feature flag is
|
||||
// off in this environment (prod by default) → 404.
|
||||
if (!ENABLED_EXTENSION_IDS.has('ai-agent') || !isAgentInboxEnabled()) {
|
||||
notFound()
|
||||
}
|
||||
|
||||
const supabase = await createClient()
|
||||
const { data: { user } } = await supabase.auth.getUser()
|
||||
if (!user) redirect('/login')
|
||||
|
||||
const companyId = await requireCompanyId(supabase, user.id)
|
||||
|
||||
// Soft gate: per-company toggle. If not enabled, show an empty-state
|
||||
// pointing to settings rather than 404 — the extension exists, the user
|
||||
// just hasn't opted in yet.
|
||||
const { data: settings } = await supabase
|
||||
.from('company_settings')
|
||||
.select('ai_flow_enabled')
|
||||
.eq('company_id', companyId)
|
||||
.maybeSingle()
|
||||
|
||||
if (!settings?.ai_flow_enabled) {
|
||||
return (
|
||||
<div className="container mx-auto p-4 sm:p-8 max-w-5xl">
|
||||
<PageHeader
|
||||
title="Agent-inkorg"
|
||||
description="AI föreslår bokföring — du godkänner varje steg."
|
||||
/>
|
||||
<Card>
|
||||
<CardContent className="flex flex-col items-center justify-center py-12">
|
||||
<div className="p-5 rounded-full bg-muted mb-6">
|
||||
<Sparkles className="h-8 w-8 text-muted-foreground" />
|
||||
</div>
|
||||
<h3 className="text-lg font-medium mb-2">AI-agenten är inte aktiverad</h3>
|
||||
<p className="text-sm text-muted-foreground text-center max-w-sm mb-6">
|
||||
Aktivera AI-agenten under bokföringsinställningar. Varje transaktion blir då ett
|
||||
granskningsförslag istället för automatisk bokföring.
|
||||
</p>
|
||||
<Button asChild>
|
||||
<Link href="/settings/bookkeeping">Gå till inställningar</Link>
|
||||
</Button>
|
||||
</CardContent>
|
||||
</Card>
|
||||
</div>
|
||||
)
|
||||
}
|
||||
|
||||
// Load all pending proposals + open requests for the company, newest first.
|
||||
const [{ data: proposals }, { data: requests }] = await Promise.all([
|
||||
supabase
|
||||
.from('ai_proposals')
|
||||
.select('*')
|
||||
.eq('company_id', companyId)
|
||||
.in('status', ['pending'])
|
||||
.order('created_at', { ascending: false })
|
||||
.limit(50),
|
||||
supabase
|
||||
.from('ai_requests')
|
||||
.select('*')
|
||||
.eq('company_id', companyId)
|
||||
.eq('status', 'open')
|
||||
.order('created_at', { ascending: false })
|
||||
.limit(50),
|
||||
])
|
||||
|
||||
const typedProposals = (proposals ?? []) as AIProposal[]
|
||||
const typedRequests = (requests ?? []) as AIRequest[]
|
||||
|
||||
// Collect subject_ids and fetch inbox items + transactions in one pass.
|
||||
const subjectIds = new Set<string>([
|
||||
...typedProposals.map((p) => p.subject_id),
|
||||
...typedRequests.map((r) => r.subject_id),
|
||||
])
|
||||
|
||||
const items: AgentInboxItemView[] = []
|
||||
if (subjectIds.size > 0) {
|
||||
const { data: inboxRows } = await supabase
|
||||
.from('invoice_inbox_items')
|
||||
.select('*, document:document_attachments!document_id(*)')
|
||||
.in('id', [...subjectIds])
|
||||
.eq('company_id', companyId)
|
||||
|
||||
const inboxMap = new Map<string, InvoiceInboxItem & { document: DocumentAttachment | null }>()
|
||||
for (const row of inboxRows ?? []) {
|
||||
inboxMap.set(row.id, row as InvoiceInboxItem & { document: DocumentAttachment | null })
|
||||
}
|
||||
|
||||
// Collect transaction IDs from two sources:
|
||||
// 1. inbox_item.matched_transaction_id — set after a match is accepted
|
||||
// (used by booking cards to show the paired transaction).
|
||||
// 2. proposal_json.matched_transaction_id on pending match proposals —
|
||||
// the transaction the AI is *proposing*; needed so match cards can
|
||||
// show a human-readable description instead of a raw UUID.
|
||||
const matchedTxIds = [
|
||||
...new Set([
|
||||
...[...inboxMap.values()]
|
||||
.map((i) => i.matched_transaction_id)
|
||||
.filter((id): id is string => Boolean(id)),
|
||||
...typedProposals
|
||||
.filter((p) => p.step_type === 'match')
|
||||
.map((p) => (p.proposal_json as MatchProposalPayload).matched_transaction_id)
|
||||
.filter((id): id is string => Boolean(id)),
|
||||
]),
|
||||
]
|
||||
|
||||
const txMap = new Map<string, Transaction>()
|
||||
if (matchedTxIds.length > 0) {
|
||||
const { data: txRows } = await supabase
|
||||
.from('transactions')
|
||||
.select('*')
|
||||
.in('id', matchedTxIds)
|
||||
.eq('company_id', companyId)
|
||||
for (const tx of txRows ?? []) txMap.set(tx.id, tx as Transaction)
|
||||
}
|
||||
|
||||
// Build the view: one card per (subject, step). Proposals first, requests second.
|
||||
for (const proposal of typedProposals) {
|
||||
const inbox = inboxMap.get(proposal.subject_id)
|
||||
if (!inbox) continue
|
||||
// Match cards render the transaction being *proposed*; booking cards render
|
||||
// the transaction already accepted on the inbox item.
|
||||
const txId = proposal.step_type === 'match'
|
||||
? (proposal.proposal_json as MatchProposalPayload).matched_transaction_id
|
||||
: inbox.matched_transaction_id
|
||||
items.push({
|
||||
proposal,
|
||||
request: null,
|
||||
inbox_item: inbox,
|
||||
transaction: txId ? txMap.get(txId) ?? null : null,
|
||||
})
|
||||
}
|
||||
for (const request of typedRequests) {
|
||||
const inbox = inboxMap.get(request.subject_id)
|
||||
if (!inbox) continue
|
||||
items.push({
|
||||
proposal: null,
|
||||
request,
|
||||
inbox_item: inbox,
|
||||
transaction: inbox.matched_transaction_id ? txMap.get(inbox.matched_transaction_id) ?? null : null,
|
||||
})
|
||||
}
|
||||
}
|
||||
|
||||
return <AgentInbox initialItems={items} />
|
||||
}
|
||||
@@ -1,31 +1,59 @@
|
||||
'use client'
|
||||
import { notFound, redirect } from 'next/navigation'
|
||||
import { createClient } from '@/lib/supabase/server'
|
||||
import { ensureInitialized } from '@/lib/init'
|
||||
import { ENABLED_EXTENSION_IDS } from '@/lib/extensions/_generated/enabled-extensions'
|
||||
import { requireCompanyId } from '@/lib/company/context'
|
||||
import ReceiptsList from '@/components/receipts/ReceiptsList'
|
||||
import type { InvoiceInboxItem, DocumentAttachment } from '@/types'
|
||||
|
||||
import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card'
|
||||
import { Receipt } from 'lucide-react'
|
||||
ensureInitialized()
|
||||
|
||||
export default function ReceiptsPage() {
|
||||
return (
|
||||
<div className="space-y-6">
|
||||
<div>
|
||||
<h1 className="font-display text-2xl md:text-3xl font-medium tracking-tight">Kvitton</h1>
|
||||
<p className="text-muted-foreground">
|
||||
Hantera och granska dina kvitton
|
||||
</p>
|
||||
</div>
|
||||
export type ReceiptRow = InvoiceInboxItem & { document: DocumentAttachment | null }
|
||||
export type ReceiptRowWithPreview = ReceiptRow & { preview_url: string | null }
|
||||
|
||||
<Card>
|
||||
<CardHeader>
|
||||
<CardTitle className="flex items-center gap-2">
|
||||
<Receipt className="h-5 w-5" />
|
||||
Kvitton
|
||||
</CardTitle>
|
||||
</CardHeader>
|
||||
<CardContent>
|
||||
<p className="text-sm text-muted-foreground">
|
||||
Kvittoscanning är inte tillgängligt just nu.
|
||||
</p>
|
||||
</CardContent>
|
||||
</Card>
|
||||
</div>
|
||||
)
|
||||
export default async function ReceiptsPage() {
|
||||
// Hard gate: if the invoice-inbox extension isn't loaded, there's no
|
||||
// upload pipeline and nothing would work here.
|
||||
if (!ENABLED_EXTENSION_IDS.has('invoice-inbox')) notFound()
|
||||
|
||||
const supabase = await createClient()
|
||||
const { data: { user } } = await supabase.auth.getUser()
|
||||
if (!user) redirect('/login')
|
||||
|
||||
const companyId = await requireCompanyId(supabase, user.id)
|
||||
|
||||
const { data } = await supabase
|
||||
.from('invoice_inbox_items')
|
||||
.select('*, document:document_attachments!document_id(*)')
|
||||
.eq('company_id', companyId)
|
||||
.eq('document_type', 'receipt')
|
||||
.order('created_at', { ascending: false })
|
||||
.limit(200)
|
||||
|
||||
const rows = (data ?? []) as ReceiptRow[]
|
||||
|
||||
// Batch-sign all document paths so each row renders with a thumbnail.
|
||||
// Supabase exposes createSignedUrls (plural) for exactly this use case.
|
||||
const paths = rows
|
||||
.map((r) => r.document?.storage_path)
|
||||
.filter((p): p is string => Boolean(p))
|
||||
|
||||
const urlByPath = new Map<string, string>()
|
||||
if (paths.length > 0) {
|
||||
const { data: signed } = await supabase.storage
|
||||
.from('documents')
|
||||
.createSignedUrls(paths, 3600)
|
||||
for (const entry of signed ?? []) {
|
||||
if (entry.path && entry.signedUrl) urlByPath.set(entry.path, entry.signedUrl)
|
||||
}
|
||||
}
|
||||
|
||||
const items = rows.map((row) => ({
|
||||
...row,
|
||||
preview_url: row.document?.storage_path
|
||||
? urlByPath.get(row.document.storage_path) ?? null
|
||||
: null,
|
||||
}))
|
||||
|
||||
return <ReceiptsList initialItems={items} />
|
||||
}
|
||||
|
||||
@@ -1,14 +0,0 @@
|
||||
'use client'
|
||||
|
||||
import { useEffect } from 'react'
|
||||
import { useRouter } from 'next/navigation'
|
||||
|
||||
export default function ScanReceiptPage() {
|
||||
const router = useRouter()
|
||||
|
||||
useEffect(() => {
|
||||
router.replace('/receipts')
|
||||
}, [router])
|
||||
|
||||
return null
|
||||
}
|
||||
@@ -7,13 +7,17 @@ import { PeriodLockingSettings } from '@/components/settings/PeriodLockingSettin
|
||||
import { VoucherSeriesManager } from '@/components/settings/VoucherSeriesManager'
|
||||
import { useSettings } from '@/components/settings/useSettings'
|
||||
import { Label } from '@/components/ui/label'
|
||||
import { ExternalLink } from 'lucide-react'
|
||||
import { Switch } from '@/components/ui/switch'
|
||||
import { ExternalLink, Sparkles } from 'lucide-react'
|
||||
import { ENABLED_EXTENSION_IDS } from '@/lib/extensions/_generated/enabled-extensions'
|
||||
import { isAgentInboxEnabled } from '@/lib/ai/feature-flag'
|
||||
import type { CompanySettings } from '@/types'
|
||||
|
||||
const SERIES_OPTIONS = 'ABCDEFGHIJKLMNOPQRSTUVWXYZ'.split('')
|
||||
|
||||
export default function BookkeepingSettingsPage() {
|
||||
const { settings, isLoading, updateSettings } = useSettings()
|
||||
const aiAgentAvailable = ENABLED_EXTENSION_IDS.has('ai-agent') && isAgentInboxEnabled()
|
||||
|
||||
if (isLoading || !settings) return <SettingsLoadingSkeleton />
|
||||
|
||||
@@ -22,6 +26,7 @@ export default function BookkeepingSettingsPage() {
|
||||
const lockedThrough = (formData.get('bookkeeping_locked_through') as string) || null
|
||||
const accountingMethod = (formData.get('accounting_method') as string) || 'accrual'
|
||||
const defaultVoucherSeries = (formData.get('default_voucher_series') as string) || 'A'
|
||||
const aiFlowEnabled = formData.get('ai_flow_enabled') === 'on'
|
||||
|
||||
const updates: Record<string, unknown> = {
|
||||
bookkeeping_locked_through: lockedThrough,
|
||||
@@ -29,6 +34,9 @@ export default function BookkeepingSettingsPage() {
|
||||
accounting_method: accountingMethod,
|
||||
default_voucher_series: defaultVoucherSeries,
|
||||
}
|
||||
if (aiAgentAvailable) {
|
||||
updates.ai_flow_enabled = aiFlowEnabled
|
||||
}
|
||||
return {
|
||||
updates,
|
||||
onSuccess: (data: Record<string, unknown>) => {
|
||||
@@ -93,6 +101,34 @@ export default function BookkeepingSettingsPage() {
|
||||
<div className="border-t border-border/8 pt-8">
|
||||
<PeriodLockingSettings settings={settings} />
|
||||
</div>
|
||||
|
||||
{/* AI agent (beta) — gated on extension availability */}
|
||||
{aiAgentAvailable && (
|
||||
<div className="border-t border-border/8 pt-8">
|
||||
<section className="space-y-4">
|
||||
<h2 className="text-sm font-medium uppercase tracking-wider text-muted-foreground flex items-center gap-2">
|
||||
<Sparkles className="h-3.5 w-3.5" />
|
||||
AI-agent (beta)
|
||||
</h2>
|
||||
<div className="flex items-start gap-3">
|
||||
<Switch
|
||||
id="ai_flow_enabled"
|
||||
name="ai_flow_enabled"
|
||||
defaultChecked={Boolean(settings.ai_flow_enabled)}
|
||||
/>
|
||||
<div className="space-y-1">
|
||||
<Label htmlFor="ai_flow_enabled">Aktivera agent-inkorgen</Label>
|
||||
<p className="text-xs text-muted-foreground max-w-prose">
|
||||
När aktiv: varje ny banktransaktion blir ett AI-förslag du granskar i
|
||||
<Link href="/agent-inbox" className="underline ml-1">agent-inkorgen</Link>.
|
||||
Den automatiska bokföringen (≥80% regelmatchning) stängs av — inget bokförs
|
||||
utan din bekräftelse.
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
</div>
|
||||
)}
|
||||
</SettingsFormWrapper>
|
||||
|
||||
{/* Voucher series — read-only display */}
|
||||
|
||||
@@ -0,0 +1,38 @@
|
||||
import { NextResponse } from 'next/server'
|
||||
import { createClient } from '@/lib/supabase/server'
|
||||
import { ensureInitialized } from '@/lib/init'
|
||||
import { requireCompanyId } from '@/lib/company/context'
|
||||
import { requireWritePermission } from '@/lib/auth/require-write'
|
||||
import { gateAgentInbox } from '@/lib/ai/feature-flag'
|
||||
|
||||
ensureInitialized()
|
||||
|
||||
/**
|
||||
* POST /api/ai/backfill/cancel
|
||||
*
|
||||
* Set the kill switch flag on company_settings. The running backfill loop
|
||||
* checks this between items and exits cleanly. Already-generated proposals
|
||||
* stay — the cancel just stops further generation.
|
||||
*/
|
||||
export async function POST() {
|
||||
const gate = gateAgentInbox()
|
||||
if (gate) return gate
|
||||
|
||||
const supabase = await createClient()
|
||||
const { data: { user } } = await supabase.auth.getUser()
|
||||
if (!user) return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
|
||||
|
||||
const writeCheck = await requireWritePermission(supabase, user.id)
|
||||
if (!writeCheck.ok) return writeCheck.response
|
||||
|
||||
const companyId = await requireCompanyId(supabase, user.id)
|
||||
|
||||
const { error } = await supabase
|
||||
.from('company_settings')
|
||||
.update({ ai_backfill_cancel_requested: true })
|
||||
.eq('company_id', companyId)
|
||||
|
||||
if (error) return NextResponse.json({ error: error.message }, { status: 500 })
|
||||
|
||||
return NextResponse.json({ data: { cancelled: true } })
|
||||
}
|
||||
@@ -0,0 +1,222 @@
|
||||
import { NextResponse } from 'next/server'
|
||||
import { createClient as createServiceClient } from '@supabase/supabase-js'
|
||||
import { createClient } from '@/lib/supabase/server'
|
||||
import { ensureInitialized } from '@/lib/init'
|
||||
import { requireCompanyId } from '@/lib/company/context'
|
||||
import { requireWritePermission } from '@/lib/auth/require-write'
|
||||
import {
|
||||
generateMatchProposalFor,
|
||||
generateBookingProposalFor,
|
||||
} from '@/lib/ai/orchestrator'
|
||||
import { gateAgentInbox } from '@/lib/ai/feature-flag'
|
||||
import type {
|
||||
InvoiceInboxItem,
|
||||
Transaction,
|
||||
CategorizationTemplate,
|
||||
} from '@/types'
|
||||
import type { SupabaseClient } from '@supabase/supabase-js'
|
||||
|
||||
ensureInitialized()
|
||||
|
||||
/**
|
||||
* POST /api/ai/backfill/receipts
|
||||
*
|
||||
* Generate AI proposals for the existing receipt backlog:
|
||||
* - inbox items with document_type='receipt' and status='ready' that
|
||||
* have no pending match proposal → generate match
|
||||
* - items with matched_transaction_id and no booked journal entry but
|
||||
* no pending booking proposal → generate booking
|
||||
*
|
||||
* Fire-and-forget: returns immediately with `{ queued }`. The loop
|
||||
* iterates in the background, checking `company_settings.ai_backfill_cancel_requested`
|
||||
* between items so the user can stop it. Idempotent via the partial
|
||||
* unique index on (subject, step) WHERE pending — re-clicking does no harm.
|
||||
*
|
||||
* NOTE: relies on long-lived Node/Vercel worker to complete the loop. For
|
||||
* v1 dev-only this is acceptable; a proper job queue is a follow-up.
|
||||
*/
|
||||
export async function POST() {
|
||||
const gate = gateAgentInbox()
|
||||
if (gate) return gate
|
||||
|
||||
const supabase = await createClient()
|
||||
const { data: { user } } = await supabase.auth.getUser()
|
||||
if (!user) return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
|
||||
|
||||
const writeCheck = await requireWritePermission(supabase, user.id)
|
||||
if (!writeCheck.ok) return writeCheck.response
|
||||
|
||||
const companyId = await requireCompanyId(supabase, user.id)
|
||||
|
||||
// Gate on the per-company flag.
|
||||
const { data: settings } = await supabase
|
||||
.from('company_settings')
|
||||
.select('ai_flow_enabled, ai_backfill_cancel_requested')
|
||||
.eq('company_id', companyId)
|
||||
.maybeSingle()
|
||||
|
||||
if (!settings?.ai_flow_enabled) {
|
||||
return NextResponse.json(
|
||||
{ error: 'AI-agenten är inte aktiverad.' },
|
||||
{ status: 400 }
|
||||
)
|
||||
}
|
||||
|
||||
// Reset the cancel flag so a previous cancel doesn't kill this run.
|
||||
await supabase
|
||||
.from('company_settings')
|
||||
.update({ ai_backfill_cancel_requested: false })
|
||||
.eq('company_id', companyId)
|
||||
|
||||
// Count eligible items up front for the response.
|
||||
const { data: eligibleMatch } = await supabase
|
||||
.from('invoice_inbox_items')
|
||||
.select('id')
|
||||
.eq('company_id', companyId)
|
||||
.eq('document_type', 'receipt')
|
||||
.eq('status', 'ready')
|
||||
.is('matched_transaction_id', null)
|
||||
|
||||
const { data: eligibleBooking } = await supabase
|
||||
.from('invoice_inbox_items')
|
||||
.select('id')
|
||||
.eq('company_id', companyId)
|
||||
.eq('document_type', 'receipt')
|
||||
.eq('status', 'ready')
|
||||
.not('matched_transaction_id', 'is', null)
|
||||
|
||||
const matchCount = eligibleMatch?.length ?? 0
|
||||
const bookingCount = eligibleBooking?.length ?? 0
|
||||
|
||||
// Kick off the background loop. Intentionally NOT awaited.
|
||||
runBackfill(companyId, user.id).catch((err) => {
|
||||
console.error('[ai/backfill/receipts] loop failed:', err)
|
||||
})
|
||||
|
||||
return NextResponse.json({
|
||||
data: {
|
||||
queued_match: matchCount,
|
||||
queued_booking: bookingCount,
|
||||
},
|
||||
})
|
||||
}
|
||||
|
||||
/**
|
||||
* Run the backfill loop using a service-role client so the orchestrator's
|
||||
* inserts bypass RLS (mirrors how orchestrator writes from event handlers).
|
||||
*/
|
||||
async function runBackfill(companyId: string, userId: string): Promise<void> {
|
||||
const service: SupabaseClient = createServiceClient(
|
||||
process.env.NEXT_PUBLIC_SUPABASE_URL!,
|
||||
process.env.SUPABASE_SERVICE_ROLE_KEY!
|
||||
)
|
||||
|
||||
// Pass 1: generate match proposals.
|
||||
const { data: matchItems } = await service
|
||||
.from('invoice_inbox_items')
|
||||
.select('*')
|
||||
.eq('company_id', companyId)
|
||||
.eq('document_type', 'receipt')
|
||||
.eq('status', 'ready')
|
||||
.is('matched_transaction_id', null)
|
||||
|
||||
for (const item of (matchItems || []) as InvoiceInboxItem[]) {
|
||||
if (await isCancelled(service, companyId)) return
|
||||
|
||||
// Skip if a pending match proposal already exists.
|
||||
const { data: existing } = await service
|
||||
.from('ai_proposals')
|
||||
.select('id')
|
||||
.eq('subject_type', 'inbox_item')
|
||||
.eq('subject_id', item.id)
|
||||
.eq('step_type', 'match')
|
||||
.eq('status', 'pending')
|
||||
.maybeSingle()
|
||||
|
||||
if (existing) continue
|
||||
|
||||
try {
|
||||
await generateMatchProposalFor(service, {
|
||||
inboxItem: item,
|
||||
correlationId: item.correlation_id ?? undefined,
|
||||
userId,
|
||||
companyId,
|
||||
})
|
||||
} catch (err) {
|
||||
console.error(`[ai/backfill] match failed for ${item.id}:`, err)
|
||||
}
|
||||
}
|
||||
|
||||
// Pass 2: generate booking proposals for already-matched items.
|
||||
const { data: bookingItems } = await service
|
||||
.from('invoice_inbox_items')
|
||||
.select('*')
|
||||
.eq('company_id', companyId)
|
||||
.eq('document_type', 'receipt')
|
||||
.eq('status', 'ready')
|
||||
.not('matched_transaction_id', 'is', null)
|
||||
|
||||
const { data: settings } = await service
|
||||
.from('company_settings')
|
||||
.select('entity_type')
|
||||
.eq('company_id', companyId)
|
||||
.maybeSingle()
|
||||
const entityType: 'enskild_firma' | 'aktiebolag' =
|
||||
(settings?.entity_type as 'enskild_firma' | 'aktiebolag') || 'enskild_firma'
|
||||
|
||||
const { data: templates } = await service
|
||||
.from('categorization_templates')
|
||||
.select('*')
|
||||
.eq('company_id', companyId)
|
||||
.eq('is_active', true)
|
||||
|
||||
for (const item of (bookingItems || []) as InvoiceInboxItem[]) {
|
||||
if (await isCancelled(service, companyId)) return
|
||||
|
||||
const { data: existing } = await service
|
||||
.from('ai_proposals')
|
||||
.select('id')
|
||||
.eq('subject_type', 'inbox_item')
|
||||
.eq('subject_id', item.id)
|
||||
.eq('step_type', 'booking')
|
||||
.eq('status', 'pending')
|
||||
.maybeSingle()
|
||||
|
||||
if (existing) continue
|
||||
|
||||
const { data: tx } = await service
|
||||
.from('transactions')
|
||||
.select('*')
|
||||
.eq('id', item.matched_transaction_id!)
|
||||
.eq('company_id', companyId)
|
||||
.maybeSingle()
|
||||
|
||||
if (!tx || (tx as Transaction).journal_entry_id) continue
|
||||
|
||||
try {
|
||||
await generateBookingProposalFor(service, {
|
||||
inboxItem: item,
|
||||
matchedTransaction: tx as Transaction,
|
||||
existingTemplates: (templates || []) as CategorizationTemplate[],
|
||||
entityType,
|
||||
correlationId: item.correlation_id ?? undefined,
|
||||
userId,
|
||||
companyId,
|
||||
})
|
||||
} catch (err) {
|
||||
console.error(`[ai/backfill] booking failed for ${item.id}:`, err)
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
async function isCancelled(
|
||||
service: SupabaseClient,
|
||||
companyId: string
|
||||
): Promise<boolean> {
|
||||
const { data } = await service
|
||||
.from('company_settings')
|
||||
.select('ai_backfill_cancel_requested')
|
||||
.eq('company_id', companyId)
|
||||
.maybeSingle()
|
||||
return Boolean(data?.ai_backfill_cancel_requested)
|
||||
}
|
||||
@@ -0,0 +1,154 @@
|
||||
import { NextResponse } from 'next/server'
|
||||
import { createClient } from '@/lib/supabase/server'
|
||||
import { ensureInitialized } from '@/lib/init'
|
||||
import { requireCompanyId } from '@/lib/company/context'
|
||||
import { requireWritePermission } from '@/lib/auth/require-write'
|
||||
import { uploadDocument } from '@/lib/core/documents/document-service'
|
||||
import { appendProcessingHistory } from '@/lib/processing-history/append'
|
||||
import { gateAgentInbox } from '@/lib/ai/feature-flag'
|
||||
import type { InvoiceInboxItem } from '@/types'
|
||||
|
||||
ensureInitialized()
|
||||
|
||||
const MAX_BYTES = 15 * 1024 * 1024 // 15 MB — matches invoice-inbox workspace
|
||||
const ALLOWED_MIME = new Set([
|
||||
'application/pdf',
|
||||
'image/jpeg',
|
||||
'image/jpg',
|
||||
'image/png',
|
||||
'image/webp',
|
||||
])
|
||||
|
||||
/**
|
||||
* POST /api/ai/inbox-items/[id]/attach-file
|
||||
*
|
||||
* Attach a receipt image/PDF to an existing inbox item that was created
|
||||
* without a file (e.g. a row seeded for testing, or an email receipt where
|
||||
* the attachment was stripped). Stores the file in the WORM documents bucket
|
||||
* and links it via invoice_inbox_items.document_id. Does not re-run
|
||||
* classification — the extracted_data is left as-is.
|
||||
*
|
||||
* Only allowed when the inbox item currently has no document_id; we never
|
||||
* replace an existing attachment (WORM policy).
|
||||
*/
|
||||
export async function POST(
|
||||
request: Request,
|
||||
{ params }: { params: Promise<{ id: string }> }
|
||||
) {
|
||||
const gate = gateAgentInbox()
|
||||
if (gate) return gate
|
||||
|
||||
const supabase = await createClient()
|
||||
const { data: { user } } = await supabase.auth.getUser()
|
||||
if (!user) return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
|
||||
|
||||
const writeCheck = await requireWritePermission(supabase, user.id)
|
||||
if (!writeCheck.ok) return writeCheck.response
|
||||
|
||||
const companyId = await requireCompanyId(supabase, user.id)
|
||||
const { id } = await params
|
||||
|
||||
const { data: inboxRow } = await supabase
|
||||
.from('invoice_inbox_items')
|
||||
.select('*')
|
||||
.eq('id', id)
|
||||
.eq('company_id', companyId)
|
||||
.maybeSingle()
|
||||
|
||||
if (!inboxRow) return NextResponse.json({ error: 'Not found' }, { status: 404 })
|
||||
const inbox = inboxRow as InvoiceInboxItem
|
||||
|
||||
if (inbox.document_id) {
|
||||
return NextResponse.json(
|
||||
{ error: 'Kvittot har redan en bifogad fil.' },
|
||||
{ status: 409 }
|
||||
)
|
||||
}
|
||||
|
||||
// Parse multipart form-data.
|
||||
let formData: FormData
|
||||
try {
|
||||
formData = await request.formData()
|
||||
} catch {
|
||||
return NextResponse.json({ error: 'Invalid form data' }, { status: 400 })
|
||||
}
|
||||
|
||||
const file = formData.get('file')
|
||||
if (!(file instanceof File)) {
|
||||
return NextResponse.json({ error: 'Missing file' }, { status: 400 })
|
||||
}
|
||||
|
||||
if (file.size === 0) {
|
||||
return NextResponse.json({ error: 'Filen är tom.' }, { status: 400 })
|
||||
}
|
||||
|
||||
if (file.size > MAX_BYTES) {
|
||||
return NextResponse.json(
|
||||
{ error: `Filen är för stor (max ${Math.round(MAX_BYTES / 1024 / 1024)} MB).` },
|
||||
{ status: 413 }
|
||||
)
|
||||
}
|
||||
|
||||
if (!ALLOWED_MIME.has(file.type)) {
|
||||
return NextResponse.json(
|
||||
{ error: 'Filtypen stöds inte. Tillåtna: PDF, JPG, PNG, WebP.' },
|
||||
{ status: 415 }
|
||||
)
|
||||
}
|
||||
|
||||
const buffer = await file.arrayBuffer()
|
||||
|
||||
let doc
|
||||
try {
|
||||
doc = await uploadDocument(
|
||||
supabase,
|
||||
user.id,
|
||||
companyId,
|
||||
{ name: file.name, buffer, type: file.type },
|
||||
{ upload_source: 'file_upload' }
|
||||
)
|
||||
} catch (err) {
|
||||
const message = err instanceof Error ? err.message : 'Kunde inte ladda upp filen.'
|
||||
return NextResponse.json({ error: message }, { status: 500 })
|
||||
}
|
||||
|
||||
const { error: linkError } = await supabase
|
||||
.from('invoice_inbox_items')
|
||||
.update({ document_id: doc.id })
|
||||
.eq('id', inbox.id)
|
||||
.eq('company_id', companyId)
|
||||
|
||||
if (linkError) {
|
||||
return NextResponse.json({ error: linkError.message }, { status: 500 })
|
||||
}
|
||||
|
||||
try {
|
||||
if (inbox.correlation_id) {
|
||||
await appendProcessingHistory({
|
||||
companyId,
|
||||
correlationId: inbox.correlation_id,
|
||||
aggregateType: 'Document',
|
||||
aggregateId: doc.id,
|
||||
eventType: 'ReceiptFileAttached',
|
||||
payload: {
|
||||
inbox_item_id: inbox.id,
|
||||
document_id: doc.id,
|
||||
file_name: file.name,
|
||||
mime_type: file.type,
|
||||
size_bytes: file.size,
|
||||
},
|
||||
actor: { type: 'user', id: user.id },
|
||||
occurredAt: new Date(),
|
||||
})
|
||||
}
|
||||
} catch (err) {
|
||||
console.error('[ai/inbox-items/attach-file] processing_history append failed:', err)
|
||||
}
|
||||
|
||||
return NextResponse.json({
|
||||
data: {
|
||||
inbox_item_id: inbox.id,
|
||||
document_id: doc.id,
|
||||
},
|
||||
})
|
||||
}
|
||||
@@ -0,0 +1,217 @@
|
||||
import { NextResponse } from 'next/server'
|
||||
import { createClient } from '@/lib/supabase/server'
|
||||
import { ensureInitialized } from '@/lib/init'
|
||||
import { requireCompanyId } from '@/lib/company/context'
|
||||
import { requireWritePermission } from '@/lib/auth/require-write'
|
||||
import { getEmailService } from '@/lib/email/service'
|
||||
import { appendProcessingHistory } from '@/lib/processing-history/append'
|
||||
import { gateAgentInbox } from '@/lib/ai/feature-flag'
|
||||
import type { InvoiceInboxItem } from '@/types'
|
||||
|
||||
ensureInitialized()
|
||||
|
||||
/**
|
||||
* POST /api/ai/inbox-items/[id]/request-receipt
|
||||
*
|
||||
* Ask every member of the company to upload a receipt file for this inbox
|
||||
* item. Used when the AI couldn't book because no source document is
|
||||
* attached (BFL compliance gate) or the existing image is too poor to read.
|
||||
*
|
||||
* Sends one email per member with a deep link back to agent-inkorg.
|
||||
* No-op when the email service isn't configured — returns 503 so the UI
|
||||
* can explain.
|
||||
*/
|
||||
export async function POST(
|
||||
_request: Request,
|
||||
{ params }: { params: Promise<{ id: string }> }
|
||||
) {
|
||||
const gate = gateAgentInbox()
|
||||
if (gate) return gate
|
||||
|
||||
const supabase = await createClient()
|
||||
const { data: { user } } = await supabase.auth.getUser()
|
||||
if (!user) return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
|
||||
|
||||
const writeCheck = await requireWritePermission(supabase, user.id)
|
||||
if (!writeCheck.ok) return writeCheck.response
|
||||
|
||||
const companyId = await requireCompanyId(supabase, user.id)
|
||||
const { id } = await params
|
||||
|
||||
const { data: inboxRow } = await supabase
|
||||
.from('invoice_inbox_items')
|
||||
.select('*')
|
||||
.eq('id', id)
|
||||
.eq('company_id', companyId)
|
||||
.maybeSingle()
|
||||
|
||||
if (!inboxRow) return NextResponse.json({ error: 'Not found' }, { status: 404 })
|
||||
const inbox = inboxRow as InvoiceInboxItem
|
||||
|
||||
const emailService = getEmailService()
|
||||
if (!emailService.isConfigured()) {
|
||||
return NextResponse.json(
|
||||
{ error: 'E-posttjänsten är inte konfigurerad.' },
|
||||
{ status: 503 }
|
||||
)
|
||||
}
|
||||
|
||||
// Load every member's email address. profiles.email is populated by the
|
||||
// handle_new_user trigger and kept in sync with auth.users.
|
||||
const { data: members, error: memberError } = await supabase
|
||||
.from('company_members')
|
||||
.select('user_id, profiles:user_id(email, full_name)')
|
||||
.eq('company_id', companyId)
|
||||
|
||||
if (memberError) {
|
||||
return NextResponse.json({ error: memberError.message }, { status: 500 })
|
||||
}
|
||||
|
||||
// Shape of the joined profiles column depends on RLS/relationship —
|
||||
// defensively support both single-object and array.
|
||||
const recipients: Array<{ email: string; name: string | null }> = []
|
||||
for (const row of members ?? []) {
|
||||
type ProfileShape = { email?: string | null; full_name?: string | null }
|
||||
const profile: ProfileShape | ProfileShape[] | null | undefined =
|
||||
(row as { profiles?: ProfileShape | ProfileShape[] | null }).profiles
|
||||
const profileRow = Array.isArray(profile) ? profile[0] : profile
|
||||
const email = profileRow?.email
|
||||
if (email) recipients.push({ email, name: profileRow?.full_name ?? null })
|
||||
}
|
||||
|
||||
if (recipients.length === 0) {
|
||||
return NextResponse.json(
|
||||
{ error: 'Inga medlemmar med e-postadress hittades.' },
|
||||
{ status: 404 }
|
||||
)
|
||||
}
|
||||
|
||||
const { data: companyRow } = await supabase
|
||||
.from('company_settings')
|
||||
.select('company_name')
|
||||
.eq('company_id', companyId)
|
||||
.maybeSingle()
|
||||
|
||||
const companyName = companyRow?.company_name ?? 'ditt företag'
|
||||
|
||||
// Pull a short summary of the receipt so recipients know which one to fix.
|
||||
const extracted = inbox.extracted_data as {
|
||||
merchant?: { name?: string | null } | null
|
||||
totals?: { total?: number | null } | null
|
||||
receipt?: { date?: string | null; currency?: string | null } | null
|
||||
} | null
|
||||
const merchant = extracted?.merchant?.name ?? 'okänd handlare'
|
||||
const total = extracted?.totals?.total ?? null
|
||||
const currency = extracted?.receipt?.currency ?? 'SEK'
|
||||
const date = extracted?.receipt?.date ?? null
|
||||
|
||||
const appUrl = process.env.NEXT_PUBLIC_APP_URL ?? 'https://gnubok.se'
|
||||
const deepLink = `${appUrl.replace(/\/$/, '')}/agent-inbox`
|
||||
|
||||
const subject = `[${companyName}] Kvittobild behövs för bokföring`
|
||||
|
||||
const summaryLine = [
|
||||
merchant,
|
||||
total != null ? `${total} ${currency}` : null,
|
||||
date,
|
||||
]
|
||||
.filter(Boolean)
|
||||
.join(' · ')
|
||||
|
||||
const html = buildHtml({ companyName, summaryLine, deepLink, senderName: user.email ?? null })
|
||||
const text = buildText({ companyName, summaryLine, deepLink, senderName: user.email ?? null })
|
||||
|
||||
// Fire emails in parallel. Track successes and failures separately so a
|
||||
// single bad address doesn't block the rest.
|
||||
const results = await Promise.allSettled(
|
||||
recipients.map((r) =>
|
||||
emailService.sendEmail({
|
||||
to: r.email,
|
||||
subject,
|
||||
html,
|
||||
text,
|
||||
})
|
||||
)
|
||||
)
|
||||
|
||||
let sent = 0
|
||||
let failed = 0
|
||||
for (const r of results) {
|
||||
if (r.status === 'fulfilled' && r.value.success) sent += 1
|
||||
else failed += 1
|
||||
}
|
||||
|
||||
// Audit trail so the user can see "Emil requested receipt from 3 members".
|
||||
try {
|
||||
if (inbox.correlation_id) {
|
||||
await appendProcessingHistory({
|
||||
companyId,
|
||||
correlationId: inbox.correlation_id,
|
||||
aggregateType: 'Document',
|
||||
aggregateId: inbox.document_id ?? inbox.id,
|
||||
eventType: 'ReceiptRequested',
|
||||
payload: {
|
||||
inbox_item_id: inbox.id,
|
||||
recipients: recipients.length,
|
||||
sent,
|
||||
failed,
|
||||
},
|
||||
actor: { type: 'user', id: user.id },
|
||||
occurredAt: new Date(),
|
||||
})
|
||||
}
|
||||
} catch (err) {
|
||||
console.error('[ai/request-receipt] processing_history append failed:', err)
|
||||
}
|
||||
|
||||
return NextResponse.json({
|
||||
data: {
|
||||
sent,
|
||||
failed,
|
||||
total: recipients.length,
|
||||
},
|
||||
})
|
||||
}
|
||||
|
||||
interface TemplateArgs {
|
||||
companyName: string
|
||||
summaryLine: string
|
||||
deepLink: string
|
||||
senderName: string | null
|
||||
}
|
||||
|
||||
function buildHtml({ companyName, summaryLine, deepLink, senderName }: TemplateArgs): string {
|
||||
return `<!DOCTYPE html>
|
||||
<html><head><meta charset="utf-8"></head>
|
||||
<body style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',sans-serif;color:#111;max-width:560px;margin:0 auto;padding:24px;">
|
||||
<h2 style="margin:0 0 12px;">Source documents required for receipt and transaction mapping</h2>
|
||||
<p style="margin:0 0 16px;color:#555;">
|
||||
${senderName ? `${senderName} ` : ''}behöver ett kvittounderlag för ${companyName} innan en transaktion kan bokföras.
|
||||
</p>
|
||||
<p style="margin:0 0 20px;padding:12px;background:#f4f4f5;border-radius:6px;font-family:monospace;font-size:14px;">
|
||||
${summaryLine || 'Kvitto utan extraherade uppgifter'}
|
||||
</p>
|
||||
<p style="margin:0 0 16px;">Öppna agent-inkorgen och ladda upp en tydlig bild eller PDF av kvittot:</p>
|
||||
<p style="margin:0 0 24px;">
|
||||
<a href="${deepLink}" style="display:inline-block;background:#111;color:#fff;text-decoration:none;padding:10px 16px;border-radius:6px;">Öppna agent-inkorg</a>
|
||||
</p>
|
||||
<p style="margin:0;color:#888;font-size:13px;">
|
||||
Send in receipts. Utan källunderlag kan bokföringen inte slutföras enligt BFL 5 kap 7§.
|
||||
</p>
|
||||
</body></html>`
|
||||
}
|
||||
|
||||
function buildText({ companyName, summaryLine, deepLink, senderName }: TemplateArgs): string {
|
||||
return [
|
||||
'Source documents required for receipt and transaction mapping.',
|
||||
'',
|
||||
`${senderName ? `${senderName} ` : ''}behöver ett kvittounderlag för ${companyName} innan en transaktion kan bokföras.`,
|
||||
'',
|
||||
summaryLine || 'Kvitto utan extraherade uppgifter',
|
||||
'',
|
||||
'Öppna agent-inkorgen och ladda upp en tydlig bild eller PDF av kvittot:',
|
||||
deepLink,
|
||||
'',
|
||||
'Send in receipts. Utan källunderlag kan bokföringen inte slutföras enligt BFL 5 kap 7§.',
|
||||
].join('\n')
|
||||
}
|
||||
@@ -0,0 +1,127 @@
|
||||
import { NextResponse } from 'next/server'
|
||||
import { createClient } from '@/lib/supabase/server'
|
||||
import { ensureInitialized } from '@/lib/init'
|
||||
import { validateBody } from '@/lib/api/validate'
|
||||
import { RememberLearningSchema } from '@/lib/api/schemas'
|
||||
import { requireCompanyId } from '@/lib/company/context'
|
||||
import { requireWritePermission } from '@/lib/auth/require-write'
|
||||
import { calculateConfidence } from '@/lib/bookkeeping/counterparty-templates'
|
||||
import { gateAgentInbox } from '@/lib/ai/feature-flag'
|
||||
import type { AIProposal } from '@/types'
|
||||
|
||||
ensureInitialized()
|
||||
|
||||
/**
|
||||
* POST /api/ai/learning/remember
|
||||
*
|
||||
* Called from the UI's learning-prompt dialog after a user edited and
|
||||
* accepted an AI booking proposal. Upserts a categorization_templates row
|
||||
* with source='ai_corrected' so next time's proposal for the same
|
||||
* counterparty starts from the user's preference.
|
||||
*
|
||||
* This is the ONLY path that creates an ai_corrected template — the
|
||||
* "silent learning" rule means every template with this source represents
|
||||
* an explicit user choice.
|
||||
*/
|
||||
export async function POST(request: Request) {
|
||||
const gate = gateAgentInbox()
|
||||
if (gate) return gate
|
||||
|
||||
const supabase = await createClient()
|
||||
const { data: { user } } = await supabase.auth.getUser()
|
||||
if (!user) return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
|
||||
|
||||
const writeCheck = await requireWritePermission(supabase, user.id)
|
||||
if (!writeCheck.ok) return writeCheck.response
|
||||
|
||||
const companyId = await requireCompanyId(supabase, user.id)
|
||||
|
||||
const validation = await validateBody(request, RememberLearningSchema)
|
||||
if (!validation.success) return validation.response
|
||||
const {
|
||||
proposal_id,
|
||||
counterparty_name,
|
||||
debit_account,
|
||||
credit_account,
|
||||
vat_treatment,
|
||||
category,
|
||||
} = validation.data
|
||||
|
||||
// Verify the proposal is accepted + belongs to this company.
|
||||
const { data: proposal } = await supabase
|
||||
.from('ai_proposals')
|
||||
.select('*')
|
||||
.eq('id', proposal_id)
|
||||
.eq('company_id', companyId)
|
||||
.maybeSingle()
|
||||
|
||||
if (!proposal) return NextResponse.json({ error: 'Not found' }, { status: 404 })
|
||||
const typed = proposal as AIProposal
|
||||
if (typed.status !== 'accepted') {
|
||||
return NextResponse.json(
|
||||
{ error: 'Endast accepterade förslag kan lagras som mall.' },
|
||||
{ status: 400 }
|
||||
)
|
||||
}
|
||||
if (typed.step_type !== 'booking') {
|
||||
return NextResponse.json(
|
||||
{ error: 'Endast bokföringssteget kan lagras som mall.' },
|
||||
{ status: 400 }
|
||||
)
|
||||
}
|
||||
|
||||
// Upsert the template. Existing row for the same (user_id, counterparty_name)
|
||||
// gets its source bumped up and occurrence incremented.
|
||||
const { data: existing } = await supabase
|
||||
.from('categorization_templates')
|
||||
.select('*')
|
||||
.eq('user_id', user.id)
|
||||
.eq('counterparty_name', counterparty_name)
|
||||
.maybeSingle()
|
||||
|
||||
const today = new Date().toISOString().slice(0, 10)
|
||||
|
||||
if (existing) {
|
||||
const newOccurrence = existing.occurrence_count + 1
|
||||
await supabase
|
||||
.from('categorization_templates')
|
||||
.update({
|
||||
debit_account,
|
||||
credit_account,
|
||||
vat_treatment,
|
||||
category,
|
||||
source: 'ai_corrected',
|
||||
occurrence_count: newOccurrence,
|
||||
confidence: calculateConfidence(newOccurrence),
|
||||
last_seen_date: today,
|
||||
is_active: true,
|
||||
})
|
||||
.eq('id', existing.id)
|
||||
|
||||
return NextResponse.json({ data: { template_id: existing.id, updated: true } })
|
||||
}
|
||||
|
||||
const { data: created, error: insertError } = await supabase
|
||||
.from('categorization_templates')
|
||||
.insert({
|
||||
user_id: user.id,
|
||||
company_id: companyId,
|
||||
counterparty_name,
|
||||
counterparty_aliases: [counterparty_name],
|
||||
debit_account,
|
||||
credit_account,
|
||||
vat_treatment,
|
||||
category,
|
||||
source: 'ai_corrected',
|
||||
occurrence_count: 1,
|
||||
confidence: calculateConfidence(1),
|
||||
last_seen_date: today,
|
||||
is_active: true,
|
||||
})
|
||||
.select()
|
||||
.single()
|
||||
|
||||
if (insertError) return NextResponse.json({ error: insertError.message }, { status: 500 })
|
||||
|
||||
return NextResponse.json({ data: { template_id: created.id, updated: false } })
|
||||
}
|
||||
@@ -0,0 +1,248 @@
|
||||
import { NextResponse } from 'next/server'
|
||||
import { createClient } from '@/lib/supabase/server'
|
||||
import { eventBus } from '@/lib/events/bus'
|
||||
import { ensureInitialized } from '@/lib/init'
|
||||
import { validateBody } from '@/lib/api/validate'
|
||||
import { AcceptProposalSchema } from '@/lib/api/schemas'
|
||||
import { requireCompanyId } from '@/lib/company/context'
|
||||
import { requireWritePermission } from '@/lib/auth/require-write'
|
||||
import { reValidateProposal } from '@/lib/ai/proposals/re-validate'
|
||||
import { applyProposal } from '@/lib/ai/proposals/apply'
|
||||
import { bookkeepingErrorResponse } from '@/lib/bookkeeping/errors'
|
||||
import { appendProcessingHistory } from '@/lib/processing-history/append'
|
||||
import { gateAgentInbox } from '@/lib/ai/feature-flag'
|
||||
import type {
|
||||
AIProposal,
|
||||
BookingProposalPayload,
|
||||
InvoiceInboxItem,
|
||||
MatchProposalPayload,
|
||||
} from '@/types'
|
||||
|
||||
ensureInitialized()
|
||||
|
||||
/**
|
||||
* POST /api/ai/proposals/[id]/accept
|
||||
*
|
||||
* Accept a pending proposal:
|
||||
* 1. Optimistic lock on version to catch concurrent clicks.
|
||||
* 2. Re-validate (period open, transaction still unbooked, accounts active).
|
||||
* 3. Apply via lib/ai/proposals/apply.ts (engine call happens there).
|
||||
* 4. Mark status='accepted', set applied_entry_id, bump version.
|
||||
* 5. If `edits` provided and differ from proposal_json, record edit_diff
|
||||
* and return a `learning_prompt` hint so the UI can ask
|
||||
* "remember this booking for <counterparty>?".
|
||||
* 6. Emit ai_proposal.accepted so the orchestrator can chain match -> booking.
|
||||
*/
|
||||
export async function POST(
|
||||
request: Request,
|
||||
{ params }: { params: Promise<{ id: string }> }
|
||||
) {
|
||||
const gate = gateAgentInbox()
|
||||
if (gate) return gate
|
||||
|
||||
const supabase = await createClient()
|
||||
const { data: { user } } = await supabase.auth.getUser()
|
||||
if (!user) return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
|
||||
|
||||
const writeCheck = await requireWritePermission(supabase, user.id)
|
||||
if (!writeCheck.ok) return writeCheck.response
|
||||
|
||||
const companyId = await requireCompanyId(supabase, user.id)
|
||||
const { id } = await params
|
||||
|
||||
const validation = await validateBody(request, AcceptProposalSchema)
|
||||
if (!validation.success) return validation.response
|
||||
const { version, edits } = validation.data
|
||||
|
||||
// Fetch the proposal (also enforces company scope).
|
||||
const { data: proposal, error: fetchError } = await supabase
|
||||
.from('ai_proposals')
|
||||
.select('*')
|
||||
.eq('id', id)
|
||||
.eq('company_id', companyId)
|
||||
.maybeSingle()
|
||||
|
||||
if (fetchError) return NextResponse.json({ error: fetchError.message }, { status: 500 })
|
||||
if (!proposal) return NextResponse.json({ error: 'Not found' }, { status: 404 })
|
||||
|
||||
const typed = proposal as AIProposal
|
||||
|
||||
if (typed.status !== 'pending') {
|
||||
return NextResponse.json(
|
||||
{ error: 'Förslaget har redan hanterats.', status: typed.status },
|
||||
{ status: 409 }
|
||||
)
|
||||
}
|
||||
|
||||
if (typed.version !== version) {
|
||||
return NextResponse.json(
|
||||
{ error: 'Förslaget har ändrats av en annan användare — ladda om.' },
|
||||
{ status: 409 }
|
||||
)
|
||||
}
|
||||
|
||||
// Re-validate current state — proposal might be stale.
|
||||
const check = await reValidateProposal(supabase, companyId, typed)
|
||||
if (!check.ok) {
|
||||
// Mark invalidated so it drops out of the pending inbox.
|
||||
await supabase
|
||||
.from('ai_proposals')
|
||||
.update({
|
||||
status: 'invalidated',
|
||||
invalidated_reason: check.code,
|
||||
})
|
||||
.eq('id', typed.id)
|
||||
.eq('version', version)
|
||||
return NextResponse.json(
|
||||
{ error: check.message, code: check.code, details: check.details ?? null },
|
||||
{ status: 409 }
|
||||
)
|
||||
}
|
||||
|
||||
const inboxItem = check.inboxItem as InvoiceInboxItem
|
||||
|
||||
// Merge edits into the original payload shape (edits are partial).
|
||||
let editedPayload: MatchProposalPayload | BookingProposalPayload | undefined
|
||||
if (edits) {
|
||||
if (typed.step_type === 'match') {
|
||||
const matchEdit = edits as { matched_transaction_id: string }
|
||||
const original = typed.proposal_json as MatchProposalPayload
|
||||
editedPayload = {
|
||||
...original,
|
||||
matched_transaction_id: matchEdit.matched_transaction_id,
|
||||
}
|
||||
} else {
|
||||
editedPayload = edits as BookingProposalPayload
|
||||
}
|
||||
}
|
||||
|
||||
// Compute edit diff if edits were supplied and differ.
|
||||
const editDiff = computeEditDiff(typed, editedPayload)
|
||||
|
||||
// Apply (calls the engine for booking steps).
|
||||
let outcome
|
||||
try {
|
||||
outcome = await applyProposal(
|
||||
supabase,
|
||||
companyId,
|
||||
user.id,
|
||||
typed,
|
||||
inboxItem,
|
||||
editedPayload
|
||||
)
|
||||
} catch (err) {
|
||||
const typedResp = bookkeepingErrorResponse(err)
|
||||
if (typedResp) return typedResp
|
||||
const message = err instanceof Error ? err.message : 'Kunde inte tillämpa förslaget'
|
||||
return NextResponse.json({ error: message }, { status: 500 })
|
||||
}
|
||||
|
||||
// Mark proposal accepted with CAS on version.
|
||||
const appliedEntryId =
|
||||
outcome.kind === 'booking_applied' ? outcome.journalEntry.id : null
|
||||
|
||||
const { data: updatedRows, error: updateError } = await supabase
|
||||
.from('ai_proposals')
|
||||
.update({
|
||||
status: 'accepted',
|
||||
accepted_at: new Date().toISOString(),
|
||||
accepted_by_user_id: user.id,
|
||||
version: typed.version + 1,
|
||||
applied_entry_id: appliedEntryId,
|
||||
edit_diff: editDiff,
|
||||
})
|
||||
.eq('id', typed.id)
|
||||
.eq('version', version)
|
||||
.select()
|
||||
|
||||
if (updateError || !updatedRows || updatedRows.length === 0) {
|
||||
// The domain-level apply already happened; log loud but don't unwind
|
||||
// (storno would be disproportionate for a race on a status bit).
|
||||
console.error('[ai/accept] proposal status update failed after apply', updateError)
|
||||
}
|
||||
|
||||
const finalProposal = (updatedRows?.[0] as AIProposal | undefined) ?? typed
|
||||
|
||||
// Audit trail.
|
||||
try {
|
||||
if (inboxItem.correlation_id) {
|
||||
await appendProcessingHistory({
|
||||
companyId,
|
||||
correlationId: inboxItem.correlation_id,
|
||||
aggregateType: 'AIProposal',
|
||||
aggregateId: typed.id,
|
||||
eventType: 'AIProposalAccepted',
|
||||
payload: {
|
||||
proposal_id: typed.id,
|
||||
step_type: typed.step_type,
|
||||
edited: Boolean(editDiff),
|
||||
applied_entry_id: appliedEntryId,
|
||||
},
|
||||
actor: { type: 'user', id: user.id },
|
||||
occurredAt: new Date(),
|
||||
})
|
||||
}
|
||||
} catch (err) {
|
||||
console.error('[ai/accept] Failed to append AIProposalAccepted:', err)
|
||||
}
|
||||
|
||||
// Emit event so orchestrator can chain match -> booking.
|
||||
try {
|
||||
await eventBus.emit({
|
||||
type: 'ai_proposal.accepted',
|
||||
payload: {
|
||||
proposal: finalProposal,
|
||||
appliedEntry: outcome.kind === 'booking_applied' ? outcome.journalEntry : null,
|
||||
userId: user.id,
|
||||
companyId,
|
||||
},
|
||||
})
|
||||
} catch (err) {
|
||||
console.error('[ai/accept] Event emit failed:', err)
|
||||
}
|
||||
|
||||
return NextResponse.json({
|
||||
data: {
|
||||
proposal: finalProposal,
|
||||
applied_entry_id: appliedEntryId,
|
||||
learning_prompt:
|
||||
editDiff && typed.step_type === 'booking' && editedPayload
|
||||
? buildLearningPromptHint(editedPayload as BookingProposalPayload, typed)
|
||||
: null,
|
||||
},
|
||||
})
|
||||
}
|
||||
|
||||
// ── helpers ─────────────────────────────────────────────────────────
|
||||
|
||||
function computeEditDiff(
|
||||
proposal: AIProposal,
|
||||
edits: MatchProposalPayload | BookingProposalPayload | undefined
|
||||
): Record<string, unknown> | null {
|
||||
if (!edits) return null
|
||||
const before = proposal.proposal_json as unknown
|
||||
const after = edits as unknown
|
||||
if (JSON.stringify(before) === JSON.stringify(after)) return null
|
||||
return { before, after }
|
||||
}
|
||||
|
||||
/**
|
||||
* When the user edited a booking proposal, offer to save the corrected
|
||||
* shape as a counterparty template so next time's proposal starts from
|
||||
* the user's preference.
|
||||
*/
|
||||
function buildLearningPromptHint(
|
||||
edits: BookingProposalPayload,
|
||||
proposal: AIProposal
|
||||
): { counterparty_name: string; debit_account: string; credit_account: string; vat_treatment: string | null } | null {
|
||||
const tpl = edits.counterparty_template_proposal
|
||||
if (!tpl) return null
|
||||
return {
|
||||
counterparty_name: tpl.counterparty_name,
|
||||
debit_account: tpl.debit_account,
|
||||
credit_account: tpl.credit_account,
|
||||
vat_treatment: tpl.vat_treatment,
|
||||
}
|
||||
// proposal is in signature for future refinement (e.g. embed original accounts for diff UI)
|
||||
void proposal
|
||||
}
|
||||
@@ -0,0 +1,177 @@
|
||||
import { NextResponse } from 'next/server'
|
||||
import { createClient } from '@/lib/supabase/server'
|
||||
import { ensureInitialized } from '@/lib/init'
|
||||
import { validateBody } from '@/lib/api/validate'
|
||||
import { ChangeMatchProposalSchema } from '@/lib/api/schemas'
|
||||
import { requireCompanyId } from '@/lib/company/context'
|
||||
import { requireWritePermission } from '@/lib/auth/require-write'
|
||||
import { appendProcessingHistory } from '@/lib/processing-history/append'
|
||||
import { gateAgentInbox } from '@/lib/ai/feature-flag'
|
||||
import type { AIProposal, InvoiceInboxItem, MatchProposalPayload } from '@/types'
|
||||
|
||||
ensureInitialized()
|
||||
|
||||
/**
|
||||
* POST /api/ai/proposals/[id]/change-match
|
||||
*
|
||||
* Swap the matched_transaction_id on a pending match proposal without
|
||||
* accepting it. Lets the user verify a different candidate (AI alternative,
|
||||
* AI-regenerated, or manually picked) before hitting Godkänn.
|
||||
*
|
||||
* - Keeps status='pending' so the user still has to explicitly accept.
|
||||
* - Bumps version (optimistic lock) and records edit_diff with before/after +
|
||||
* source so we can later measure how often the AI's top pick gets overridden
|
||||
* and by which merchant/path.
|
||||
* - Sets confidence to 1.0 (user-picked transactions are certain).
|
||||
*/
|
||||
export async function POST(
|
||||
request: Request,
|
||||
{ params }: { params: Promise<{ id: string }> }
|
||||
) {
|
||||
const gate = gateAgentInbox()
|
||||
if (gate) return gate
|
||||
|
||||
const supabase = await createClient()
|
||||
const { data: { user } } = await supabase.auth.getUser()
|
||||
if (!user) return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
|
||||
|
||||
const writeCheck = await requireWritePermission(supabase, user.id)
|
||||
if (!writeCheck.ok) return writeCheck.response
|
||||
|
||||
const companyId = await requireCompanyId(supabase, user.id)
|
||||
const { id } = await params
|
||||
|
||||
const validation = await validateBody(request, ChangeMatchProposalSchema)
|
||||
if (!validation.success) return validation.response
|
||||
const { version, matched_transaction_id, source } = validation.data
|
||||
|
||||
const { data: proposalRow } = await supabase
|
||||
.from('ai_proposals')
|
||||
.select('*')
|
||||
.eq('id', id)
|
||||
.eq('company_id', companyId)
|
||||
.maybeSingle()
|
||||
|
||||
if (!proposalRow) return NextResponse.json({ error: 'Not found' }, { status: 404 })
|
||||
|
||||
const proposal = proposalRow as AIProposal
|
||||
|
||||
if (proposal.status !== 'pending') {
|
||||
return NextResponse.json(
|
||||
{ error: 'Förslaget har redan hanterats.', status: proposal.status },
|
||||
{ status: 409 }
|
||||
)
|
||||
}
|
||||
|
||||
if (proposal.step_type !== 'match') {
|
||||
return NextResponse.json(
|
||||
{ error: 'Bara match-förslag kan byta transaktion.' },
|
||||
{ status: 400 }
|
||||
)
|
||||
}
|
||||
|
||||
if (proposal.version !== version) {
|
||||
return NextResponse.json(
|
||||
{ error: 'Förslaget har ändrats av en annan användare — ladda om.' },
|
||||
{ status: 409 }
|
||||
)
|
||||
}
|
||||
|
||||
// Validate the new transaction: same company, uncategorized, no journal entry.
|
||||
const { data: tx } = await supabase
|
||||
.from('transactions')
|
||||
.select('id, company_id, journal_entry_id')
|
||||
.eq('id', matched_transaction_id)
|
||||
.eq('company_id', companyId)
|
||||
.maybeSingle()
|
||||
|
||||
if (!tx) {
|
||||
return NextResponse.json(
|
||||
{ error: 'Transaktionen hittades inte.' },
|
||||
{ status: 404 }
|
||||
)
|
||||
}
|
||||
|
||||
if (tx.journal_entry_id) {
|
||||
return NextResponse.json(
|
||||
{ error: 'Transaktionen är redan bokförd.' },
|
||||
{ status: 409 }
|
||||
)
|
||||
}
|
||||
|
||||
const originalPayload = proposal.proposal_json as MatchProposalPayload
|
||||
|
||||
// No-op? Return current state.
|
||||
if (originalPayload.matched_transaction_id === matched_transaction_id) {
|
||||
return NextResponse.json({ data: { proposal } })
|
||||
}
|
||||
|
||||
const newPayload: MatchProposalPayload = {
|
||||
...originalPayload,
|
||||
matched_transaction_id,
|
||||
top_confidence: 1,
|
||||
}
|
||||
|
||||
const editDiff = {
|
||||
before: originalPayload,
|
||||
after: newPayload,
|
||||
source,
|
||||
changed_at: new Date().toISOString(),
|
||||
changed_by_user_id: user.id,
|
||||
}
|
||||
|
||||
const { data: updatedRows, error: updateError } = await supabase
|
||||
.from('ai_proposals')
|
||||
.update({
|
||||
proposal_json: newPayload,
|
||||
confidence: 1,
|
||||
edit_diff: editDiff,
|
||||
version: proposal.version + 1,
|
||||
})
|
||||
.eq('id', proposal.id)
|
||||
.eq('version', version)
|
||||
.select()
|
||||
|
||||
if (updateError) return NextResponse.json({ error: updateError.message }, { status: 500 })
|
||||
if (!updatedRows || updatedRows.length === 0) {
|
||||
return NextResponse.json(
|
||||
{ error: 'Förslaget har ändrats av en annan användare — ladda om.' },
|
||||
{ status: 409 }
|
||||
)
|
||||
}
|
||||
|
||||
const finalProposal = updatedRows[0] as AIProposal
|
||||
|
||||
// Audit trail.
|
||||
try {
|
||||
const { data: inboxItem } = await supabase
|
||||
.from('invoice_inbox_items')
|
||||
.select('correlation_id')
|
||||
.eq('id', proposal.subject_id)
|
||||
.maybeSingle()
|
||||
|
||||
const item = inboxItem as Pick<InvoiceInboxItem, 'correlation_id'> | null
|
||||
|
||||
if (item?.correlation_id) {
|
||||
await appendProcessingHistory({
|
||||
companyId,
|
||||
correlationId: item.correlation_id,
|
||||
aggregateType: 'AIProposal',
|
||||
aggregateId: proposal.id,
|
||||
eventType: 'AIProposalMatchChanged',
|
||||
payload: {
|
||||
proposal_id: proposal.id,
|
||||
from_transaction_id: originalPayload.matched_transaction_id,
|
||||
to_transaction_id: matched_transaction_id,
|
||||
source,
|
||||
},
|
||||
actor: { type: 'user', id: user.id },
|
||||
occurredAt: new Date(),
|
||||
})
|
||||
}
|
||||
} catch (err) {
|
||||
console.error('[ai/change-match] Failed to append AIProposalMatchChanged:', err)
|
||||
}
|
||||
|
||||
return NextResponse.json({ data: { proposal: finalProposal } })
|
||||
}
|
||||
@@ -0,0 +1,117 @@
|
||||
import { NextResponse } from 'next/server'
|
||||
import { createClient } from '@/lib/supabase/server'
|
||||
import { eventBus } from '@/lib/events/bus'
|
||||
import { ensureInitialized } from '@/lib/init'
|
||||
import { validateBody } from '@/lib/api/validate'
|
||||
import { RejectProposalSchema } from '@/lib/api/schemas'
|
||||
import { requireCompanyId } from '@/lib/company/context'
|
||||
import { requireWritePermission } from '@/lib/auth/require-write'
|
||||
import { appendProcessingHistory } from '@/lib/processing-history/append'
|
||||
import { gateAgentInbox } from '@/lib/ai/feature-flag'
|
||||
import type { AIProposal, InvoiceInboxItem } from '@/types'
|
||||
|
||||
ensureInitialized()
|
||||
|
||||
/**
|
||||
* POST /api/ai/proposals/[id]/reject
|
||||
*
|
||||
* Mark a pending proposal as rejected. The orchestrator will NOT chain the
|
||||
* next step — the user has signalled the AI got this one wrong. Subsequent
|
||||
* action (upload new doc, manually categorize, etc.) is up to the user.
|
||||
*/
|
||||
export async function POST(
|
||||
request: Request,
|
||||
{ params }: { params: Promise<{ id: string }> }
|
||||
) {
|
||||
const gate = gateAgentInbox()
|
||||
if (gate) return gate
|
||||
|
||||
const supabase = await createClient()
|
||||
const { data: { user } } = await supabase.auth.getUser()
|
||||
if (!user) return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
|
||||
|
||||
const writeCheck = await requireWritePermission(supabase, user.id)
|
||||
if (!writeCheck.ok) return writeCheck.response
|
||||
|
||||
const companyId = await requireCompanyId(supabase, user.id)
|
||||
const { id } = await params
|
||||
|
||||
const validation = await validateBody(request, RejectProposalSchema)
|
||||
if (!validation.success) return validation.response
|
||||
const { version, reason } = validation.data
|
||||
|
||||
const { data: proposal } = await supabase
|
||||
.from('ai_proposals')
|
||||
.select('*')
|
||||
.eq('id', id)
|
||||
.eq('company_id', companyId)
|
||||
.maybeSingle()
|
||||
|
||||
if (!proposal) return NextResponse.json({ error: 'Not found' }, { status: 404 })
|
||||
|
||||
const typed = proposal as AIProposal
|
||||
|
||||
if (typed.status !== 'pending') {
|
||||
return NextResponse.json(
|
||||
{ error: 'Förslaget har redan hanterats.', status: typed.status },
|
||||
{ status: 409 }
|
||||
)
|
||||
}
|
||||
|
||||
const { data: updatedRows, error: updateError } = await supabase
|
||||
.from('ai_proposals')
|
||||
.update({
|
||||
status: 'rejected',
|
||||
rejected_at: new Date().toISOString(),
|
||||
invalidated_reason: reason ?? null,
|
||||
version: typed.version + 1,
|
||||
})
|
||||
.eq('id', typed.id)
|
||||
.eq('version', version)
|
||||
.select()
|
||||
|
||||
if (updateError) return NextResponse.json({ error: updateError.message }, { status: 500 })
|
||||
if (!updatedRows || updatedRows.length === 0) {
|
||||
return NextResponse.json(
|
||||
{ error: 'Förslaget har ändrats av en annan användare — ladda om.' },
|
||||
{ status: 409 }
|
||||
)
|
||||
}
|
||||
|
||||
const finalProposal = updatedRows[0] as AIProposal
|
||||
|
||||
// Audit trail.
|
||||
try {
|
||||
const { data: inboxItem } = await supabase
|
||||
.from('invoice_inbox_items')
|
||||
.select('correlation_id')
|
||||
.eq('id', typed.subject_id)
|
||||
.maybeSingle()
|
||||
|
||||
const item = inboxItem as Pick<InvoiceInboxItem, 'correlation_id'> | null
|
||||
|
||||
if (item?.correlation_id) {
|
||||
await appendProcessingHistory({
|
||||
companyId,
|
||||
correlationId: item.correlation_id,
|
||||
aggregateType: 'AIProposal',
|
||||
aggregateId: typed.id,
|
||||
eventType: 'AIProposalRejected',
|
||||
payload: { proposal_id: typed.id, step_type: typed.step_type, reason: reason ?? null },
|
||||
actor: { type: 'user', id: user.id },
|
||||
occurredAt: new Date(),
|
||||
})
|
||||
}
|
||||
} catch (err) {
|
||||
console.error('[ai/reject] Failed to append AIProposalRejected:', err)
|
||||
}
|
||||
|
||||
try {
|
||||
await eventBus.emit({
|
||||
type: 'ai_proposal.rejected',
|
||||
payload: { proposal: finalProposal, userId: user.id, companyId },
|
||||
})
|
||||
} catch { /* non-blocking */ }
|
||||
|
||||
return NextResponse.json({ data: { proposal: finalProposal } })
|
||||
}
|
||||
@@ -0,0 +1,79 @@
|
||||
import { NextResponse } from 'next/server'
|
||||
import { createClient } from '@/lib/supabase/server'
|
||||
import { ensureInitialized } from '@/lib/init'
|
||||
import { requireCompanyId } from '@/lib/company/context'
|
||||
import { gateAgentInbox } from '@/lib/ai/feature-flag'
|
||||
|
||||
ensureInitialized()
|
||||
|
||||
/**
|
||||
* GET /api/ai/proposals/[id]
|
||||
*
|
||||
* Returns the full proposal row plus the linked inbox item and, when
|
||||
* applicable, the matched transaction and already-applied journal entry.
|
||||
*/
|
||||
export async function GET(
|
||||
_request: Request,
|
||||
{ params }: { params: Promise<{ id: string }> }
|
||||
) {
|
||||
const gate = gateAgentInbox()
|
||||
if (gate) return gate
|
||||
|
||||
const supabase = await createClient()
|
||||
const { data: { user } } = await supabase.auth.getUser()
|
||||
if (!user) return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
|
||||
|
||||
const companyId = await requireCompanyId(supabase, user.id)
|
||||
const { id } = await params
|
||||
|
||||
const { data: proposal, error } = await supabase
|
||||
.from('ai_proposals')
|
||||
.select('*')
|
||||
.eq('id', id)
|
||||
.eq('company_id', companyId)
|
||||
.maybeSingle()
|
||||
|
||||
if (error) return NextResponse.json({ error: error.message }, { status: 500 })
|
||||
if (!proposal) return NextResponse.json({ error: 'Not found' }, { status: 404 })
|
||||
|
||||
// Load the inbox item (only subject_type in v1) for context.
|
||||
const { data: inboxItem } = await supabase
|
||||
.from('invoice_inbox_items')
|
||||
.select('*, document:document_attachments!document_id(*)')
|
||||
.eq('id', proposal.subject_id)
|
||||
.eq('company_id', companyId)
|
||||
.maybeSingle()
|
||||
|
||||
// Load the matched transaction if the inbox item has one.
|
||||
let transaction = null
|
||||
if (inboxItem?.matched_transaction_id) {
|
||||
const { data: tx } = await supabase
|
||||
.from('transactions')
|
||||
.select('*')
|
||||
.eq('id', inboxItem.matched_transaction_id)
|
||||
.eq('company_id', companyId)
|
||||
.maybeSingle()
|
||||
transaction = tx
|
||||
}
|
||||
|
||||
// For accepted booking proposals, fetch the applied journal entry.
|
||||
let journalEntry = null
|
||||
if (proposal.applied_entry_id) {
|
||||
const { data: entry } = await supabase
|
||||
.from('journal_entries')
|
||||
.select('*, lines:journal_entry_lines(*)')
|
||||
.eq('id', proposal.applied_entry_id)
|
||||
.eq('company_id', companyId)
|
||||
.maybeSingle()
|
||||
journalEntry = entry
|
||||
}
|
||||
|
||||
return NextResponse.json({
|
||||
data: {
|
||||
proposal,
|
||||
inbox_item: inboxItem ?? null,
|
||||
transaction,
|
||||
journal_entry: journalEntry,
|
||||
},
|
||||
})
|
||||
}
|
||||
@@ -0,0 +1,142 @@
|
||||
import { NextResponse } from 'next/server'
|
||||
import { createClient } from '@/lib/supabase/server'
|
||||
import { eventBus } from '@/lib/events/bus'
|
||||
import { ensureInitialized } from '@/lib/init'
|
||||
import { validateBody } from '@/lib/api/validate'
|
||||
import { BatchAcceptSchema } from '@/lib/api/schemas'
|
||||
import { requireCompanyId } from '@/lib/company/context'
|
||||
import { requireWritePermission } from '@/lib/auth/require-write'
|
||||
import { reValidateProposal } from '@/lib/ai/proposals/re-validate'
|
||||
import { applyProposal } from '@/lib/ai/proposals/apply'
|
||||
import { gateAgentInbox } from '@/lib/ai/feature-flag'
|
||||
import type { AIProposal, InvoiceInboxItem } from '@/types'
|
||||
|
||||
ensureInitialized()
|
||||
|
||||
interface BatchOutcomePerProposal {
|
||||
proposal_id: string
|
||||
ok: boolean
|
||||
error?: string
|
||||
code?: string
|
||||
applied_entry_id?: string | null
|
||||
}
|
||||
|
||||
/**
|
||||
* POST /api/ai/proposals/batch-accept
|
||||
*
|
||||
* Accept multiple pending proposals in one click. Best-effort: each item is
|
||||
* independently re-validated and applied. The response contains per-item
|
||||
* outcomes so the UI can show checkmarks + specific failure messages
|
||||
* (e.g., "fiscal period closed since you loaded the page").
|
||||
*
|
||||
* No edits are supported in batch mode — edits require the user to open the
|
||||
* individual proposal and approve from there.
|
||||
*/
|
||||
export async function POST(request: Request) {
|
||||
const gate = gateAgentInbox()
|
||||
if (gate) return gate
|
||||
|
||||
const supabase = await createClient()
|
||||
const { data: { user } } = await supabase.auth.getUser()
|
||||
if (!user) return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
|
||||
|
||||
const writeCheck = await requireWritePermission(supabase, user.id)
|
||||
if (!writeCheck.ok) return writeCheck.response
|
||||
|
||||
const companyId = await requireCompanyId(supabase, user.id)
|
||||
|
||||
const validation = await validateBody(request, BatchAcceptSchema)
|
||||
if (!validation.success) return validation.response
|
||||
const { proposal_ids } = validation.data
|
||||
|
||||
const outcomes: BatchOutcomePerProposal[] = []
|
||||
|
||||
for (const proposalId of proposal_ids) {
|
||||
const outcome = await acceptOne(supabase, companyId, user.id, proposalId)
|
||||
outcomes.push(outcome)
|
||||
}
|
||||
|
||||
return NextResponse.json({
|
||||
data: {
|
||||
outcomes,
|
||||
accepted: outcomes.filter((o) => o.ok).length,
|
||||
failed: outcomes.filter((o) => !o.ok).length,
|
||||
},
|
||||
})
|
||||
}
|
||||
|
||||
async function acceptOne(
|
||||
supabase: Awaited<ReturnType<typeof createClient>>,
|
||||
companyId: string,
|
||||
userId: string,
|
||||
proposalId: string
|
||||
): Promise<BatchOutcomePerProposal> {
|
||||
const { data: proposal } = await supabase
|
||||
.from('ai_proposals')
|
||||
.select('*')
|
||||
.eq('id', proposalId)
|
||||
.eq('company_id', companyId)
|
||||
.maybeSingle()
|
||||
|
||||
if (!proposal) return { proposal_id: proposalId, ok: false, error: 'Not found', code: 'not_found' }
|
||||
|
||||
const typed = proposal as AIProposal
|
||||
if (typed.status !== 'pending') {
|
||||
return { proposal_id: proposalId, ok: false, error: `Already ${typed.status}`, code: 'not_pending' }
|
||||
}
|
||||
|
||||
const check = await reValidateProposal(supabase, companyId, typed)
|
||||
if (!check.ok) {
|
||||
await supabase
|
||||
.from('ai_proposals')
|
||||
.update({ status: 'invalidated', invalidated_reason: check.code })
|
||||
.eq('id', typed.id)
|
||||
.eq('version', typed.version)
|
||||
return { proposal_id: proposalId, ok: false, error: check.message, code: check.code }
|
||||
}
|
||||
|
||||
const inboxItem = check.inboxItem as InvoiceInboxItem
|
||||
|
||||
let outcome
|
||||
try {
|
||||
outcome = await applyProposal(supabase, companyId, userId, typed, inboxItem)
|
||||
} catch (err) {
|
||||
return {
|
||||
proposal_id: proposalId,
|
||||
ok: false,
|
||||
error: err instanceof Error ? err.message : 'apply_failed',
|
||||
code: 'apply_failed',
|
||||
}
|
||||
}
|
||||
|
||||
const appliedEntryId =
|
||||
outcome.kind === 'booking_applied' ? outcome.journalEntry.id : null
|
||||
|
||||
const { data: updated } = await supabase
|
||||
.from('ai_proposals')
|
||||
.update({
|
||||
status: 'accepted',
|
||||
accepted_at: new Date().toISOString(),
|
||||
accepted_by_user_id: userId,
|
||||
version: typed.version + 1,
|
||||
applied_entry_id: appliedEntryId,
|
||||
})
|
||||
.eq('id', typed.id)
|
||||
.eq('version', typed.version)
|
||||
.select()
|
||||
.maybeSingle()
|
||||
|
||||
try {
|
||||
await eventBus.emit({
|
||||
type: 'ai_proposal.accepted',
|
||||
payload: {
|
||||
proposal: (updated as AIProposal | null) ?? typed,
|
||||
appliedEntry: outcome.kind === 'booking_applied' ? outcome.journalEntry : null,
|
||||
userId,
|
||||
companyId,
|
||||
},
|
||||
})
|
||||
} catch { /* non-blocking */ }
|
||||
|
||||
return { proposal_id: proposalId, ok: true, applied_entry_id: appliedEntryId }
|
||||
}
|
||||
@@ -0,0 +1,53 @@
|
||||
import { NextResponse } from 'next/server'
|
||||
import { createClient } from '@/lib/supabase/server'
|
||||
import { ensureInitialized } from '@/lib/init'
|
||||
import { validateQuery } from '@/lib/api/validate'
|
||||
import { ListProposalsQuerySchema } from '@/lib/api/schemas'
|
||||
import { requireCompanyId } from '@/lib/company/context'
|
||||
import { gateAgentInbox } from '@/lib/ai/feature-flag'
|
||||
|
||||
ensureInitialized()
|
||||
|
||||
/**
|
||||
* GET /api/ai/proposals
|
||||
*
|
||||
* List AI proposals for the active company, newest first.
|
||||
* Query params:
|
||||
* status?: pending | accepted | rejected | skipped | invalidated
|
||||
* step_type?: match | booking
|
||||
* limit?: default 20, max 100
|
||||
* offset?: default 0
|
||||
*
|
||||
* Returns { data: AIProposal[], count: number }.
|
||||
*/
|
||||
export async function GET(request: Request) {
|
||||
const gate = gateAgentInbox()
|
||||
if (gate) return gate
|
||||
|
||||
const supabase = await createClient()
|
||||
const { data: { user } } = await supabase.auth.getUser()
|
||||
if (!user) return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
|
||||
|
||||
const companyId = await requireCompanyId(supabase, user.id)
|
||||
|
||||
const qs = validateQuery(request, ListProposalsQuerySchema)
|
||||
if (!qs.success) return qs.response
|
||||
const { status, step_type, limit, offset } = qs.data
|
||||
|
||||
let query = supabase
|
||||
.from('ai_proposals')
|
||||
.select('*', { count: 'exact' })
|
||||
.eq('company_id', companyId)
|
||||
.order('created_at', { ascending: false })
|
||||
.range(offset, offset + limit - 1)
|
||||
|
||||
if (status) query = query.eq('status', status)
|
||||
if (step_type) query = query.eq('step_type', step_type)
|
||||
|
||||
const { data, error, count } = await query
|
||||
if (error) {
|
||||
return NextResponse.json({ error: error.message }, { status: 500 })
|
||||
}
|
||||
|
||||
return NextResponse.json({ data, count: count ?? data?.length ?? 0 })
|
||||
}
|
||||
@@ -0,0 +1,106 @@
|
||||
import { NextResponse } from 'next/server'
|
||||
import { createClient } from '@/lib/supabase/server'
|
||||
import { ensureInitialized } from '@/lib/init'
|
||||
import { validateBody } from '@/lib/api/validate'
|
||||
import { ResolveRequestSchema } from '@/lib/api/schemas'
|
||||
import { requireCompanyId } from '@/lib/company/context'
|
||||
import { requireWritePermission } from '@/lib/auth/require-write'
|
||||
import { appendProcessingHistory } from '@/lib/processing-history/append'
|
||||
import { gateAgentInbox } from '@/lib/ai/feature-flag'
|
||||
import type { AIRequest, InvoiceInboxItem } from '@/types'
|
||||
|
||||
ensureInitialized()
|
||||
|
||||
/**
|
||||
* POST /api/ai/requests/[id]/resolve
|
||||
*
|
||||
* Mark an open ai_request as resolved. The response body is stored on the
|
||||
* row for audit, but the actual follow-up action (re-upload doc, pick a
|
||||
* transaction manually, set a VAT rate) is wired through the existing
|
||||
* domain endpoints — the UI calls those separately. This endpoint just
|
||||
* closes out the request card.
|
||||
*/
|
||||
export async function POST(
|
||||
request: Request,
|
||||
{ params }: { params: Promise<{ id: string }> }
|
||||
) {
|
||||
const gate = gateAgentInbox()
|
||||
if (gate) return gate
|
||||
|
||||
const supabase = await createClient()
|
||||
const { data: { user } } = await supabase.auth.getUser()
|
||||
if (!user) return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
|
||||
|
||||
const writeCheck = await requireWritePermission(supabase, user.id)
|
||||
if (!writeCheck.ok) return writeCheck.response
|
||||
|
||||
const companyId = await requireCompanyId(supabase, user.id)
|
||||
const { id } = await params
|
||||
|
||||
const validation = await validateBody(request, ResolveRequestSchema)
|
||||
if (!validation.success) return validation.response
|
||||
const { response } = validation.data
|
||||
|
||||
const { data: req } = await supabase
|
||||
.from('ai_requests')
|
||||
.select('*')
|
||||
.eq('id', id)
|
||||
.eq('company_id', companyId)
|
||||
.maybeSingle()
|
||||
|
||||
if (!req) return NextResponse.json({ error: 'Not found' }, { status: 404 })
|
||||
const typed = req as AIRequest
|
||||
if (typed.status !== 'open') {
|
||||
return NextResponse.json(
|
||||
{ error: 'Begäran är redan hanterad.', status: typed.status },
|
||||
{ status: 409 }
|
||||
)
|
||||
}
|
||||
|
||||
const { data: updated, error: updateError } = await supabase
|
||||
.from('ai_requests')
|
||||
.update({
|
||||
status: 'resolved',
|
||||
resolved_at: new Date().toISOString(),
|
||||
resolved_by_user_id: user.id,
|
||||
response_json: response ?? null,
|
||||
})
|
||||
.eq('id', typed.id)
|
||||
.eq('status', 'open')
|
||||
.select()
|
||||
.maybeSingle()
|
||||
|
||||
if (updateError || !updated) {
|
||||
return NextResponse.json({ error: 'Kunde inte uppdatera' }, { status: 500 })
|
||||
}
|
||||
|
||||
// Audit.
|
||||
try {
|
||||
const { data: inbox } = await supabase
|
||||
.from('invoice_inbox_items')
|
||||
.select('correlation_id')
|
||||
.eq('id', typed.subject_id)
|
||||
.maybeSingle()
|
||||
const item = inbox as Pick<InvoiceInboxItem, 'correlation_id'> | null
|
||||
if (item?.correlation_id) {
|
||||
await appendProcessingHistory({
|
||||
companyId,
|
||||
correlationId: item.correlation_id,
|
||||
aggregateType: 'AIRequest',
|
||||
aggregateId: typed.id,
|
||||
eventType: 'AIRequestResolved',
|
||||
payload: {
|
||||
request_id: typed.id,
|
||||
request_type: typed.request_type,
|
||||
has_response: Boolean(response),
|
||||
},
|
||||
actor: { type: 'user', id: user.id },
|
||||
occurredAt: new Date(),
|
||||
})
|
||||
}
|
||||
} catch (err) {
|
||||
console.error('[ai/requests/resolve] Failed to append AIRequestResolved:', err)
|
||||
}
|
||||
|
||||
return NextResponse.json({ data: { request: updated } })
|
||||
}
|
||||
@@ -0,0 +1,93 @@
|
||||
import { NextResponse } from 'next/server'
|
||||
import { createClient } from '@/lib/supabase/server'
|
||||
import { ensureInitialized } from '@/lib/init'
|
||||
import { requireCompanyId } from '@/lib/company/context'
|
||||
import { gateAgentInbox } from '@/lib/ai/feature-flag'
|
||||
|
||||
ensureInitialized()
|
||||
|
||||
/**
|
||||
* GET /api/transactions/uncategorized
|
||||
*
|
||||
* Paginated list of uncategorized expense transactions for a picker UI
|
||||
* (e.g. agent-inkorg's "Byt transaktion" flow). Returns expenses only —
|
||||
* amount < 0 — since match proposals always pair receipts to outgoing
|
||||
* payments. Includes basic range filters so callers can narrow to matches
|
||||
* within ±window of a target amount/date.
|
||||
*
|
||||
* Query params:
|
||||
* search Free-text against description/merchant_name (ILIKE)
|
||||
* amount_center Target amount (signed). Must be accompanied by amount_window.
|
||||
* amount_window Half-window in SEK — e.g. 50 means amount_center ± 50.
|
||||
* date_center Target ISO date. Must be accompanied by date_window.
|
||||
* date_window Half-window in days — e.g. 30 means ±30 days.
|
||||
* limit Max rows (1-50, default 20).
|
||||
* offset Row offset for pagination (default 0).
|
||||
*/
|
||||
export async function GET(request: Request) {
|
||||
const gate = gateAgentInbox()
|
||||
if (gate) return gate
|
||||
|
||||
const supabase = await createClient()
|
||||
const { data: { user } } = await supabase.auth.getUser()
|
||||
if (!user) return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
|
||||
|
||||
const companyId = await requireCompanyId(supabase, user.id)
|
||||
const url = new URL(request.url)
|
||||
|
||||
const search = url.searchParams.get('search')?.trim() ?? ''
|
||||
const amountCenterRaw = url.searchParams.get('amount_center')
|
||||
const amountWindowRaw = url.searchParams.get('amount_window')
|
||||
const dateCenterRaw = url.searchParams.get('date_center')
|
||||
const dateWindowRaw = url.searchParams.get('date_window')
|
||||
const limit = Math.min(Math.max(1, Number(url.searchParams.get('limit')) || 20), 50)
|
||||
const offset = Math.max(0, Number(url.searchParams.get('offset')) || 0)
|
||||
|
||||
let query = supabase
|
||||
.from('transactions')
|
||||
.select('id, date, description, amount, currency, merchant_name, category, is_business', { count: 'exact' })
|
||||
.eq('company_id', companyId)
|
||||
.is('journal_entry_id', null)
|
||||
.lt('amount', 0)
|
||||
.order('date', { ascending: false })
|
||||
.range(offset, offset + limit - 1)
|
||||
|
||||
if (search.length > 0) {
|
||||
const escaped = search.replace(/[%_]/g, '\\$&')
|
||||
query = query.or(`description.ilike.%${escaped}%,merchant_name.ilike.%${escaped}%`)
|
||||
}
|
||||
|
||||
if (amountCenterRaw && amountWindowRaw) {
|
||||
const center = Number(amountCenterRaw)
|
||||
const window = Math.abs(Number(amountWindowRaw))
|
||||
if (Number.isFinite(center) && Number.isFinite(window) && window > 0) {
|
||||
query = query.gte('amount', center - window).lte('amount', center + window)
|
||||
}
|
||||
}
|
||||
|
||||
if (dateCenterRaw && dateWindowRaw) {
|
||||
const windowDays = Math.abs(Number(dateWindowRaw))
|
||||
if (Number.isFinite(windowDays) && windowDays > 0) {
|
||||
const center = new Date(dateCenterRaw)
|
||||
if (!Number.isNaN(center.getTime())) {
|
||||
const msPerDay = 86_400_000
|
||||
const from = new Date(center.getTime() - windowDays * msPerDay)
|
||||
const to = new Date(center.getTime() + windowDays * msPerDay)
|
||||
query = query.gte('date', from.toISOString().slice(0, 10))
|
||||
query = query.lte('date', to.toISOString().slice(0, 10))
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
const { data, error, count } = await query
|
||||
if (error) return NextResponse.json({ error: error.message }, { status: 500 })
|
||||
|
||||
return NextResponse.json({
|
||||
data: {
|
||||
transactions: data ?? [],
|
||||
count: count ?? 0,
|
||||
limit,
|
||||
offset,
|
||||
},
|
||||
})
|
||||
}
|
||||
@@ -0,0 +1,562 @@
|
||||
'use client'
|
||||
|
||||
import { useState, useMemo, useCallback, useEffect, useRef } from 'react'
|
||||
import { useRouter } from 'next/navigation'
|
||||
import { Button } from '@/components/ui/button'
|
||||
import { Card, CardContent } from '@/components/ui/card'
|
||||
import { useToast } from '@/components/ui/use-toast'
|
||||
import { PageHeader } from '@/components/ui/page-header'
|
||||
import { Tabs, TabsList, TabsTrigger } from '@/components/ui/tabs'
|
||||
import { Progress } from '@/components/ui/progress'
|
||||
import { Sparkles, PlayCircle, XCircle, Loader2 } from 'lucide-react'
|
||||
import ProposalCard from './ProposalCard'
|
||||
import RequestCard from './RequestCard'
|
||||
import EditBookingDialog from './EditBookingDialog'
|
||||
import LearningPromptDialog from './LearningPromptDialog'
|
||||
import ChangeTransactionDialog from './ChangeTransactionDialog'
|
||||
import type { AgentInboxItemView } from '@/app/(dashboard)/agent-inbox/page'
|
||||
import type { AIProposal, BookingProposalPayload } from '@/types'
|
||||
|
||||
type FilterKey = 'all' | 'match' | 'booking'
|
||||
|
||||
// The match step encompasses two UI states: actual match proposals waiting
|
||||
// for approval AND ai_requests where Claude couldn't find a candidate and
|
||||
// asked the user to pick manually. Both belong under the "Matchning" tab.
|
||||
function filterKeyFor(item: AgentInboxItemView): Exclude<FilterKey, 'all'> {
|
||||
if (item.proposal?.step_type === 'booking') return 'booking'
|
||||
return 'match'
|
||||
}
|
||||
|
||||
interface AgentInboxProps {
|
||||
initialItems: AgentInboxItemView[]
|
||||
}
|
||||
|
||||
interface LearningPromptState {
|
||||
proposalId: string
|
||||
counterparty_name: string
|
||||
debit_account: string
|
||||
credit_account: string
|
||||
vat_treatment: string | null
|
||||
}
|
||||
|
||||
export default function AgentInbox({ initialItems }: AgentInboxProps) {
|
||||
const [items, setItems] = useState(initialItems)
|
||||
|
||||
// After router.refresh() the server re-runs and passes a new initialItems
|
||||
// prop. useState only reads its arg on mount, so sync explicitly — otherwise
|
||||
// newly-chained booking proposals stay invisible after a match accept.
|
||||
useEffect(() => {
|
||||
setItems(initialItems)
|
||||
}, [initialItems])
|
||||
|
||||
const [selectedIds, setSelectedIds] = useState<Set<string>>(new Set())
|
||||
const [busyProposalId, setBusyProposalId] = useState<string | null>(null)
|
||||
const [editProposal, setEditProposal] = useState<AIProposal | null>(null)
|
||||
const [changeMatchItem, setChangeMatchItem] = useState<AgentInboxItemView | null>(null)
|
||||
const [learningPrompt, setLearningPrompt] = useState<LearningPromptState | null>(null)
|
||||
const [backfillRunning, setBackfillRunning] = useState(false)
|
||||
const [batchRunning, setBatchRunning] = useState(false)
|
||||
const [filter, setFilter] = useState<FilterKey>('all')
|
||||
const [backfillProgress, setBackfillProgress] = useState<{
|
||||
target: number
|
||||
startPending: number
|
||||
currentPending: number
|
||||
} | null>(null)
|
||||
const pollRef = useRef<ReturnType<typeof setInterval> | null>(null)
|
||||
const stableTicksRef = useRef(0)
|
||||
const { toast } = useToast()
|
||||
const router = useRouter()
|
||||
|
||||
// Cleanup any running poller on unmount.
|
||||
useEffect(() => () => {
|
||||
if (pollRef.current) clearInterval(pollRef.current)
|
||||
}, [])
|
||||
|
||||
// Counts per filter bucket, used on the tab triggers.
|
||||
const counts = useMemo(() => {
|
||||
let match = 0, booking = 0
|
||||
for (const i of items) {
|
||||
if (filterKeyFor(i) === 'booking') booking++
|
||||
else match++
|
||||
}
|
||||
return { all: items.length, match, booking }
|
||||
}, [items])
|
||||
|
||||
const filteredItems = useMemo(() => {
|
||||
if (filter === 'all') return items
|
||||
return items.filter((i) => filterKeyFor(i) === filter)
|
||||
}, [items, filter])
|
||||
|
||||
const selectableProposalIds = useMemo(
|
||||
() =>
|
||||
filteredItems
|
||||
.filter((i) => i.proposal && i.proposal.status === 'pending')
|
||||
.map((i) => i.proposal!.id),
|
||||
[filteredItems]
|
||||
)
|
||||
|
||||
const toggleSelect = useCallback((id: string) => {
|
||||
setSelectedIds((prev) => {
|
||||
const next = new Set(prev)
|
||||
if (next.has(id)) next.delete(id)
|
||||
else next.add(id)
|
||||
return next
|
||||
})
|
||||
}, [])
|
||||
|
||||
const selectAll = useCallback(() => {
|
||||
setSelectedIds(new Set(selectableProposalIds))
|
||||
}, [selectableProposalIds])
|
||||
|
||||
const clearSelection = useCallback(() => setSelectedIds(new Set()), [])
|
||||
|
||||
const removeItem = useCallback((proposalId: string | null, requestId: string | null) => {
|
||||
setItems((prev) =>
|
||||
prev.filter((i) => {
|
||||
if (proposalId && i.proposal?.id === proposalId) return false
|
||||
if (requestId && i.request?.id === requestId) return false
|
||||
return true
|
||||
})
|
||||
)
|
||||
if (proposalId) {
|
||||
setSelectedIds((prev) => {
|
||||
const next = new Set(prev)
|
||||
next.delete(proposalId)
|
||||
return next
|
||||
})
|
||||
}
|
||||
}, [])
|
||||
|
||||
// ── Accept ─────────────────────────────────────────────────────────
|
||||
const handleAccept = async (
|
||||
proposal: AIProposal,
|
||||
edits?: BookingProposalPayload | { matched_transaction_id: string }
|
||||
) => {
|
||||
setBusyProposalId(proposal.id)
|
||||
try {
|
||||
const res = await fetch(`/api/ai/proposals/${proposal.id}/accept`, {
|
||||
method: 'POST',
|
||||
headers: { 'Content-Type': 'application/json' },
|
||||
body: JSON.stringify({ version: proposal.version, edits }),
|
||||
})
|
||||
const body = await res.json()
|
||||
if (!res.ok) {
|
||||
toast({ title: 'Kunde inte godkänna', description: body.error, variant: 'destructive' })
|
||||
return
|
||||
}
|
||||
toast({ title: proposal.step_type === 'match' ? 'Matchning godkänd' : 'Bokförd' })
|
||||
|
||||
if (body.data?.learning_prompt) {
|
||||
setLearningPrompt({
|
||||
proposalId: proposal.id,
|
||||
counterparty_name: body.data.learning_prompt.counterparty_name,
|
||||
debit_account: body.data.learning_prompt.debit_account,
|
||||
credit_account: body.data.learning_prompt.credit_account,
|
||||
vat_treatment: body.data.learning_prompt.vat_treatment,
|
||||
})
|
||||
}
|
||||
|
||||
removeItem(proposal.id, null)
|
||||
// Accepting a match proposal chains to a new booking proposal (generated
|
||||
// synchronously inside the event handler during accept). Accepting a
|
||||
// booking proposal produces the terminal state. Refresh the server
|
||||
// component either way so the new state lands on screen.
|
||||
router.refresh()
|
||||
} catch (err) {
|
||||
toast({
|
||||
title: 'Fel',
|
||||
description: err instanceof Error ? err.message : String(err),
|
||||
variant: 'destructive',
|
||||
})
|
||||
} finally {
|
||||
setBusyProposalId(null)
|
||||
}
|
||||
}
|
||||
|
||||
// ── Reject ─────────────────────────────────────────────────────────
|
||||
const handleReject = async (proposal: AIProposal) => {
|
||||
setBusyProposalId(proposal.id)
|
||||
try {
|
||||
const res = await fetch(`/api/ai/proposals/${proposal.id}/reject`, {
|
||||
method: 'POST',
|
||||
headers: { 'Content-Type': 'application/json' },
|
||||
body: JSON.stringify({ version: proposal.version }),
|
||||
})
|
||||
const body = await res.json()
|
||||
if (!res.ok) {
|
||||
toast({ title: 'Kunde inte avvisa', description: body.error, variant: 'destructive' })
|
||||
return
|
||||
}
|
||||
toast({ title: 'Avvisad' })
|
||||
removeItem(proposal.id, null)
|
||||
router.refresh()
|
||||
} finally {
|
||||
setBusyProposalId(null)
|
||||
}
|
||||
}
|
||||
|
||||
// ── Batch accept ───────────────────────────────────────────────────
|
||||
const handleBatchAccept = async () => {
|
||||
if (selectedIds.size === 0) return
|
||||
setBatchRunning(true)
|
||||
try {
|
||||
const res = await fetch('/api/ai/proposals/batch-accept', {
|
||||
method: 'POST',
|
||||
headers: { 'Content-Type': 'application/json' },
|
||||
body: JSON.stringify({ proposal_ids: [...selectedIds] }),
|
||||
})
|
||||
const body = await res.json()
|
||||
if (!res.ok) {
|
||||
toast({ title: 'Batch-godkännande misslyckades', description: body.error, variant: 'destructive' })
|
||||
return
|
||||
}
|
||||
const { accepted, failed, outcomes } = body.data
|
||||
toast({
|
||||
title: `${accepted} godkända${failed > 0 ? `, ${failed} misslyckades` : ''}`,
|
||||
})
|
||||
// Remove only the ones that succeeded.
|
||||
const successIds = new Set<string>(
|
||||
(outcomes as Array<{ proposal_id: string; ok: boolean }>)
|
||||
.filter((o) => o.ok)
|
||||
.map((o) => o.proposal_id)
|
||||
)
|
||||
setItems((prev) => prev.filter((i) => !(i.proposal && successIds.has(i.proposal.id))))
|
||||
clearSelection()
|
||||
router.refresh()
|
||||
} finally {
|
||||
setBatchRunning(false)
|
||||
}
|
||||
}
|
||||
|
||||
// ── Backfill ───────────────────────────────────────────────────────
|
||||
//
|
||||
// The server runs a fire-and-forget loop that drafts proposals one at a
|
||||
// time. Without feedback the user clicks the button and sees nothing. So
|
||||
// here we poll the proposal count every 2s and show a progress card: the
|
||||
// target is "pending proposals count at start + queued_match + queued_booking",
|
||||
// the delta against that is progress. Poller stops when: (a) target hit,
|
||||
// (b) count hasn't moved for 3 consecutive polls (drafted everything it
|
||||
// could), or (c) user clicks cancel.
|
||||
const stopPolling = useCallback(() => {
|
||||
if (pollRef.current) {
|
||||
clearInterval(pollRef.current)
|
||||
pollRef.current = null
|
||||
}
|
||||
stableTicksRef.current = 0
|
||||
}, [])
|
||||
|
||||
const fetchPendingCount = useCallback(async (): Promise<number | null> => {
|
||||
try {
|
||||
const res = await fetch('/api/ai/proposals?status=pending&limit=1')
|
||||
if (!res.ok) return null
|
||||
const body = await res.json()
|
||||
return typeof body.count === 'number' ? body.count : null
|
||||
} catch { return null }
|
||||
}, [])
|
||||
|
||||
const handleBackfill = async () => {
|
||||
setBackfillRunning(true)
|
||||
try {
|
||||
// Snapshot current pending count before kicking off. The target is
|
||||
// this + the queued counts the server reports back.
|
||||
const startPending = (await fetchPendingCount()) ?? 0
|
||||
|
||||
const res = await fetch('/api/ai/backfill/receipts', { method: 'POST' })
|
||||
const body = await res.json()
|
||||
if (!res.ok) {
|
||||
toast({ title: 'Kunde inte starta backfill', description: body.error, variant: 'destructive' })
|
||||
setBackfillRunning(false)
|
||||
return
|
||||
}
|
||||
|
||||
const queuedTotal = (body.data.queued_match || 0) + (body.data.queued_booking || 0)
|
||||
if (queuedTotal === 0) {
|
||||
toast({ title: 'Inget att bearbeta', description: 'Alla kvitton har redan förslag.' })
|
||||
setBackfillRunning(false)
|
||||
return
|
||||
}
|
||||
|
||||
setBackfillProgress({
|
||||
target: queuedTotal,
|
||||
startPending,
|
||||
currentPending: startPending,
|
||||
})
|
||||
toast({
|
||||
title: 'Bearbetar befintliga',
|
||||
description: `${queuedTotal} kvitton i kö. Det tar ca ${Math.ceil(queuedTotal * 5 / 60)} min.`,
|
||||
})
|
||||
|
||||
// Start polling. First tick fires after 2s so the initial state
|
||||
// matches what the server saw on the snapshot.
|
||||
stableTicksRef.current = 0
|
||||
pollRef.current = setInterval(async () => {
|
||||
const current = await fetchPendingCount()
|
||||
if (current == null) return
|
||||
|
||||
setBackfillProgress((prev) => {
|
||||
if (!prev) return prev
|
||||
const newState = { ...prev, currentPending: current }
|
||||
const done = current - prev.startPending
|
||||
if (done >= prev.target) {
|
||||
// Hit the expected target — wrap up.
|
||||
stopPolling()
|
||||
setBackfillRunning(false)
|
||||
toast({ title: 'Klart', description: `${done} förslag skapade.` })
|
||||
router.refresh()
|
||||
return null
|
||||
}
|
||||
if (current === prev.currentPending) {
|
||||
stableTicksRef.current += 1
|
||||
} else {
|
||||
stableTicksRef.current = 0
|
||||
}
|
||||
// Stability threshold: 6 ticks * 2s = 12s no change → assume loop
|
||||
// ran out of eligible items (some failed, skipped, etc).
|
||||
if (stableTicksRef.current >= 6) {
|
||||
stopPolling()
|
||||
setBackfillRunning(false)
|
||||
const short = prev.target - done
|
||||
toast({
|
||||
title: 'Backfill klar',
|
||||
description: short > 0
|
||||
? `${done} av ${prev.target} lyckades. ${short} kunde inte bearbetas (kontrollera kvittobilderna).`
|
||||
: `${done} förslag skapade.`,
|
||||
})
|
||||
router.refresh()
|
||||
return null
|
||||
}
|
||||
// Refresh every poll so new cards appear as they're drafted.
|
||||
router.refresh()
|
||||
return newState
|
||||
})
|
||||
}, 2000)
|
||||
} catch (err) {
|
||||
toast({ title: 'Fel', description: String(err), variant: 'destructive' })
|
||||
setBackfillRunning(false)
|
||||
}
|
||||
}
|
||||
|
||||
const handleCancelBackfill = async () => {
|
||||
await fetch('/api/ai/backfill/cancel', { method: 'POST' })
|
||||
stopPolling()
|
||||
setBackfillProgress(null)
|
||||
setBackfillRunning(false)
|
||||
toast({ title: 'Backfill stoppades' })
|
||||
router.refresh()
|
||||
}
|
||||
|
||||
// ── Learning prompt ────────────────────────────────────────────────
|
||||
const handleRememberYes = async () => {
|
||||
if (!learningPrompt) return
|
||||
await fetch('/api/ai/learning/remember', {
|
||||
method: 'POST',
|
||||
headers: { 'Content-Type': 'application/json' },
|
||||
body: JSON.stringify({
|
||||
proposal_id: learningPrompt.proposalId,
|
||||
counterparty_name: learningPrompt.counterparty_name,
|
||||
debit_account: learningPrompt.debit_account,
|
||||
credit_account: learningPrompt.credit_account,
|
||||
vat_treatment: learningPrompt.vat_treatment,
|
||||
category: null,
|
||||
}),
|
||||
})
|
||||
toast({ title: 'Sparad som mall' })
|
||||
setLearningPrompt(null)
|
||||
}
|
||||
|
||||
return (
|
||||
<div className="container mx-auto p-4 sm:p-8 max-w-5xl">
|
||||
<PageHeader
|
||||
title="Agent-inkorg"
|
||||
description="AI föreslår bokföring — du godkänner varje steg."
|
||||
action={
|
||||
<div className="flex gap-2">
|
||||
{!backfillRunning ? (
|
||||
<Button variant="outline" onClick={handleBackfill} disabled={backfillRunning}>
|
||||
<PlayCircle className="mr-2 h-4 w-4" />
|
||||
Bearbeta befintliga
|
||||
</Button>
|
||||
) : (
|
||||
<Button variant="outline" onClick={handleCancelBackfill}>
|
||||
<XCircle className="mr-2 h-4 w-4" />
|
||||
Stoppa backfill
|
||||
</Button>
|
||||
)}
|
||||
</div>
|
||||
}
|
||||
/>
|
||||
|
||||
{backfillProgress && (
|
||||
<BackfillProgressCard progress={backfillProgress} onCancel={handleCancelBackfill} />
|
||||
)}
|
||||
|
||||
{items.length > 0 && (
|
||||
<Tabs value={filter} onValueChange={(v) => setFilter(v as FilterKey)} className="mb-4">
|
||||
<TabsList>
|
||||
<TabsTrigger value="all">Allt ({counts.all})</TabsTrigger>
|
||||
<TabsTrigger value="match">Matchning ({counts.match})</TabsTrigger>
|
||||
<TabsTrigger value="booking">Bokföring ({counts.booking})</TabsTrigger>
|
||||
</TabsList>
|
||||
</Tabs>
|
||||
)}
|
||||
|
||||
{items.length === 0 ? (
|
||||
<Card>
|
||||
<CardContent className="flex flex-col items-center justify-center py-12">
|
||||
<div className="p-5 rounded-full bg-muted mb-6">
|
||||
<Sparkles className="h-8 w-8 text-muted-foreground" />
|
||||
</div>
|
||||
<h3 className="text-lg font-medium mb-2">Inga väntande förslag</h3>
|
||||
<p className="text-sm text-muted-foreground text-center max-w-sm">
|
||||
När nya kvitton klassas i inkorgen kommer AI-förslagen att visas här.
|
||||
</p>
|
||||
</CardContent>
|
||||
</Card>
|
||||
) : (
|
||||
<>
|
||||
{selectableProposalIds.length > 1 && (
|
||||
<div className="flex items-center justify-between mb-4">
|
||||
<Button variant="ghost" size="sm" onClick={selectAll}>
|
||||
Markera alla ({selectableProposalIds.length})
|
||||
</Button>
|
||||
{selectedIds.size > 0 && (
|
||||
<Button variant="ghost" size="sm" onClick={clearSelection}>
|
||||
Avmarkera ({selectedIds.size})
|
||||
</Button>
|
||||
)}
|
||||
</div>
|
||||
)}
|
||||
|
||||
<div className="flex flex-col gap-3">
|
||||
{filteredItems.length === 0 && (
|
||||
<Card>
|
||||
<CardContent className="py-10 text-center text-sm text-muted-foreground">
|
||||
Inga kort i denna vy.
|
||||
</CardContent>
|
||||
</Card>
|
||||
)}
|
||||
{filteredItems.map((item) => {
|
||||
if (item.proposal) {
|
||||
return (
|
||||
<ProposalCard
|
||||
key={`p-${item.proposal.id}`}
|
||||
item={item}
|
||||
isSelected={selectedIds.has(item.proposal.id)}
|
||||
isBusy={busyProposalId === item.proposal.id}
|
||||
onToggleSelect={() => toggleSelect(item.proposal!.id)}
|
||||
onAccept={() => handleAccept(item.proposal!)}
|
||||
onReject={() => handleReject(item.proposal!)}
|
||||
onEdit={() => setEditProposal(item.proposal!)}
|
||||
onChangeMatch={() => setChangeMatchItem(item)}
|
||||
/>
|
||||
)
|
||||
}
|
||||
if (item.request) {
|
||||
return (
|
||||
<RequestCard
|
||||
key={`r-${item.request.id}`}
|
||||
item={item}
|
||||
onDismiss={() => removeItem(null, item.request!.id)}
|
||||
/>
|
||||
)
|
||||
}
|
||||
return null
|
||||
})}
|
||||
</div>
|
||||
|
||||
{selectedIds.size > 0 && (
|
||||
<div className="fixed bottom-20 md:bottom-6 left-1/2 -translate-x-1/2 bg-background border shadow-lg rounded-full px-4 py-3 flex items-center gap-3 z-40">
|
||||
<span className="text-sm font-medium">{selectedIds.size} valda</span>
|
||||
<Button size="sm" onClick={handleBatchAccept} disabled={batchRunning}>
|
||||
{batchRunning ? 'Godkänner…' : `Godkänn ${selectedIds.size} st`}
|
||||
</Button>
|
||||
</div>
|
||||
)}
|
||||
</>
|
||||
)}
|
||||
|
||||
{editProposal && (
|
||||
<EditBookingDialog
|
||||
proposal={editProposal}
|
||||
onClose={() => setEditProposal(null)}
|
||||
onSubmit={async (edits) => {
|
||||
const proposal = editProposal
|
||||
setEditProposal(null)
|
||||
await handleAccept(proposal, edits)
|
||||
}}
|
||||
/>
|
||||
)}
|
||||
|
||||
{changeMatchItem?.proposal && (
|
||||
<ChangeTransactionDialog
|
||||
open={true}
|
||||
onOpenChange={(open) => { if (!open) setChangeMatchItem(null) }}
|
||||
proposal={changeMatchItem.proposal}
|
||||
receiptTotal={
|
||||
(changeMatchItem.inbox_item.extracted_data as { totals?: { total?: number | null } } | null)
|
||||
?.totals?.total ?? null
|
||||
}
|
||||
receiptDate={
|
||||
(changeMatchItem.inbox_item.extracted_data as { receipt?: { date?: string | null } } | null)
|
||||
?.receipt?.date ?? null
|
||||
}
|
||||
onChanged={() => {
|
||||
setChangeMatchItem(null)
|
||||
router.refresh()
|
||||
}}
|
||||
/>
|
||||
)}
|
||||
|
||||
{learningPrompt && (
|
||||
<LearningPromptDialog
|
||||
counterpartyName={learningPrompt.counterparty_name}
|
||||
debitAccount={learningPrompt.debit_account}
|
||||
creditAccount={learningPrompt.credit_account}
|
||||
onYes={handleRememberYes}
|
||||
onNo={() => setLearningPrompt(null)}
|
||||
/>
|
||||
)}
|
||||
</div>
|
||||
)
|
||||
}
|
||||
|
||||
// Progress indicator shown while "Bearbeta befintliga" runs. Target is the
|
||||
// number of proposals queued at start; `done` is the delta against the
|
||||
// initial pending count. Caps visible done at target to avoid flicker above
|
||||
// 100% when other proposals happen to land during the run.
|
||||
function BackfillProgressCard({
|
||||
progress,
|
||||
onCancel,
|
||||
}: {
|
||||
progress: { target: number; startPending: number; currentPending: number }
|
||||
onCancel: () => void
|
||||
}) {
|
||||
const done = Math.max(0, progress.currentPending - progress.startPending)
|
||||
const capped = Math.min(done, progress.target)
|
||||
const pct = progress.target > 0 ? Math.round((capped / progress.target) * 100) : 0
|
||||
return (
|
||||
<Card className="mb-4 border-primary/30 bg-primary/[0.02]">
|
||||
<CardContent className="p-4 space-y-3">
|
||||
<div className="flex items-center justify-between gap-3 flex-wrap">
|
||||
<div className="flex items-center gap-2">
|
||||
<Loader2 className="h-4 w-4 animate-spin text-primary" />
|
||||
<span className="text-sm font-medium">Bearbetar befintliga kvitton</span>
|
||||
</div>
|
||||
<div className="flex items-center gap-3">
|
||||
<span className="text-sm tabular-nums text-muted-foreground">
|
||||
{capped} av {progress.target}
|
||||
</span>
|
||||
<Button size="sm" variant="ghost" onClick={onCancel}>
|
||||
<XCircle className="mr-1.5 h-3.5 w-3.5" />
|
||||
Stoppa
|
||||
</Button>
|
||||
</div>
|
||||
</div>
|
||||
<Progress value={pct} />
|
||||
<p className="text-xs text-muted-foreground">
|
||||
AI-agenten skapar förslag ett kvitto i taget. Nya kort dyker upp här automatiskt.
|
||||
</p>
|
||||
</CardContent>
|
||||
</Card>
|
||||
)
|
||||
}
|
||||
@@ -0,0 +1,378 @@
|
||||
'use client'
|
||||
|
||||
import { useCallback, useEffect, useMemo, useState } from 'react'
|
||||
import {
|
||||
Dialog,
|
||||
DialogContent,
|
||||
DialogDescription,
|
||||
DialogFooter,
|
||||
DialogHeader,
|
||||
DialogTitle,
|
||||
} from '@/components/ui/dialog'
|
||||
import { Button } from '@/components/ui/button'
|
||||
import { Input } from '@/components/ui/input'
|
||||
import { Badge } from '@/components/ui/badge'
|
||||
import { Loader2, Search, Sparkles, Check } from 'lucide-react'
|
||||
import { formatCurrency, formatDate, cn } from '@/lib/utils'
|
||||
import type { AIProposal, MatchProposalPayload } from '@/types'
|
||||
|
||||
type ChangeSource = 'user_alternative' | 'user_manual' | 'ai_regenerated'
|
||||
|
||||
interface ChangeTransactionDialogProps {
|
||||
open: boolean
|
||||
onOpenChange: (open: boolean) => void
|
||||
proposal: AIProposal
|
||||
receiptTotal: number | null
|
||||
receiptDate: string | null
|
||||
onChanged: () => void
|
||||
}
|
||||
|
||||
interface PickerTx {
|
||||
id: string
|
||||
date: string
|
||||
description: string | null
|
||||
amount: number
|
||||
currency: string | null
|
||||
merchant_name: string | null
|
||||
}
|
||||
|
||||
export default function ChangeTransactionDialog({
|
||||
open,
|
||||
onOpenChange,
|
||||
proposal,
|
||||
receiptTotal,
|
||||
receiptDate,
|
||||
onChanged,
|
||||
}: ChangeTransactionDialogProps) {
|
||||
const payload = proposal.proposal_json as MatchProposalPayload
|
||||
const alternatives = payload.alternatives ?? []
|
||||
|
||||
const [selected, setSelected] = useState<{ id: string; source: ChangeSource } | null>(null)
|
||||
const [saving, setSaving] = useState(false)
|
||||
const [showAll, setShowAll] = useState(alternatives.length === 0)
|
||||
const [search, setSearch] = useState('')
|
||||
const [allTx, setAllTx] = useState<PickerTx[]>([])
|
||||
const [alternativeTx, setAlternativeTx] = useState<Record<string, PickerTx>>({})
|
||||
const [loadingList, setLoadingList] = useState(false)
|
||||
const [error, setError] = useState<string | null>(null)
|
||||
|
||||
// Reset when dialog opens/closes or proposal changes.
|
||||
useEffect(() => {
|
||||
if (!open) {
|
||||
setSelected(null)
|
||||
setSearch('')
|
||||
setError(null)
|
||||
}
|
||||
}, [open, proposal.id])
|
||||
|
||||
// Fetch human-readable context for the AI's alternatives so the user
|
||||
// can compare description/amount/date, not bare UUIDs.
|
||||
useEffect(() => {
|
||||
if (!open || alternatives.length === 0) return
|
||||
const ids = alternatives.map((a) => a.transaction_id)
|
||||
fetch(`/api/transactions/uncategorized?limit=50&offset=0`)
|
||||
.then((r) => r.json())
|
||||
.then((body) => {
|
||||
const list: PickerTx[] = body?.data?.transactions ?? []
|
||||
const map: Record<string, PickerTx> = {}
|
||||
for (const tx of list) if (ids.includes(tx.id)) map[tx.id] = tx
|
||||
setAlternativeTx(map)
|
||||
})
|
||||
.catch(() => { /* alternatives still show with reasoning text */ })
|
||||
}, [open, alternatives])
|
||||
|
||||
// Fetch the full picker list when the user opens "Visa alla".
|
||||
const loadAllTransactions = useCallback(async () => {
|
||||
setLoadingList(true)
|
||||
setError(null)
|
||||
try {
|
||||
const params = new URLSearchParams()
|
||||
params.set('limit', '30')
|
||||
if (search) params.set('search', search)
|
||||
if (receiptTotal) {
|
||||
params.set('amount_center', String(-Math.abs(receiptTotal)))
|
||||
params.set('amount_window', String(Math.max(5, Math.abs(receiptTotal) * 0.1)))
|
||||
}
|
||||
if (receiptDate) {
|
||||
params.set('date_center', receiptDate)
|
||||
params.set('date_window', '60')
|
||||
}
|
||||
const res = await fetch(`/api/transactions/uncategorized?${params.toString()}`)
|
||||
const body = await res.json()
|
||||
if (!res.ok) {
|
||||
setError(body?.error ?? 'Kunde inte hämta transaktioner')
|
||||
return
|
||||
}
|
||||
setAllTx(body?.data?.transactions ?? [])
|
||||
} catch {
|
||||
setError('Nätverksfel')
|
||||
} finally {
|
||||
setLoadingList(false)
|
||||
}
|
||||
}, [search, receiptTotal, receiptDate])
|
||||
|
||||
// Refetch whenever the "show all" pane is open and the search changes.
|
||||
useEffect(() => {
|
||||
if (!open || !showAll) return
|
||||
loadAllTransactions()
|
||||
}, [open, showAll, loadAllTransactions])
|
||||
|
||||
const handleConfirm = async () => {
|
||||
if (!selected) return
|
||||
setSaving(true)
|
||||
setError(null)
|
||||
try {
|
||||
const res = await fetch(`/api/ai/proposals/${proposal.id}/change-match`, {
|
||||
method: 'POST',
|
||||
headers: { 'Content-Type': 'application/json' },
|
||||
body: JSON.stringify({
|
||||
version: proposal.version,
|
||||
matched_transaction_id: selected.id,
|
||||
source: selected.source,
|
||||
}),
|
||||
})
|
||||
const body = await res.json()
|
||||
if (!res.ok) {
|
||||
setError(body?.error ?? 'Kunde inte uppdatera förslaget')
|
||||
setSaving(false)
|
||||
return
|
||||
}
|
||||
onChanged()
|
||||
onOpenChange(false)
|
||||
} catch {
|
||||
setError('Nätverksfel')
|
||||
} finally {
|
||||
setSaving(false)
|
||||
}
|
||||
}
|
||||
|
||||
const currentMatchId = payload.matched_transaction_id
|
||||
|
||||
const alternativesWithContext = useMemo(
|
||||
() =>
|
||||
alternatives.map((alt) => ({
|
||||
...alt,
|
||||
tx: alternativeTx[alt.transaction_id] ?? null,
|
||||
})),
|
||||
[alternatives, alternativeTx]
|
||||
)
|
||||
|
||||
return (
|
||||
<Dialog open={open} onOpenChange={onOpenChange}>
|
||||
<DialogContent className="max-w-2xl max-h-[85vh] overflow-hidden flex flex-col">
|
||||
<DialogHeader>
|
||||
<DialogTitle>Byt transaktion</DialogTitle>
|
||||
<DialogDescription>
|
||||
Välj en annan transaktion att koppla kvittot till. Du kan välja bland AI:ns
|
||||
alternativ eller söka i alla okategoriserade transaktioner.
|
||||
</DialogDescription>
|
||||
</DialogHeader>
|
||||
|
||||
<div className="flex-1 overflow-y-auto space-y-6 py-2">
|
||||
{/* AI alternatives */}
|
||||
{alternatives.length > 0 && (
|
||||
<section>
|
||||
<h3 className="text-xs font-medium uppercase tracking-wider text-muted-foreground mb-2 flex items-center gap-2">
|
||||
<Sparkles className="h-3.5 w-3.5" />
|
||||
AI:ns alternativ ({alternatives.length})
|
||||
</h3>
|
||||
<div className="space-y-2">
|
||||
{alternativesWithContext.map((alt) => (
|
||||
<AlternativeRow
|
||||
key={alt.transaction_id}
|
||||
tx={alt.tx}
|
||||
transactionId={alt.transaction_id}
|
||||
confidence={alt.confidence}
|
||||
reasoning={alt.reasoning}
|
||||
isCurrent={alt.transaction_id === currentMatchId}
|
||||
isSelected={selected?.id === alt.transaction_id}
|
||||
onSelect={() =>
|
||||
setSelected({ id: alt.transaction_id, source: 'user_alternative' })
|
||||
}
|
||||
/>
|
||||
))}
|
||||
</div>
|
||||
</section>
|
||||
)}
|
||||
|
||||
{/* Toggle manual picker */}
|
||||
{alternatives.length > 0 && !showAll && (
|
||||
<Button
|
||||
variant="outline"
|
||||
size="sm"
|
||||
onClick={() => setShowAll(true)}
|
||||
className="w-full"
|
||||
>
|
||||
<Search className="h-3.5 w-3.5 mr-2" />
|
||||
Visa alla transaktioner
|
||||
</Button>
|
||||
)}
|
||||
|
||||
{/* Manual picker */}
|
||||
{showAll && (
|
||||
<section>
|
||||
<h3 className="text-xs font-medium uppercase tracking-wider text-muted-foreground mb-2">
|
||||
Alla okategoriserade transaktioner
|
||||
</h3>
|
||||
<div className="relative mb-2">
|
||||
<Search className="absolute left-2.5 top-2.5 h-4 w-4 text-muted-foreground" />
|
||||
<Input
|
||||
placeholder="Sök beskrivning eller handlare…"
|
||||
value={search}
|
||||
onChange={(e) => setSearch(e.target.value)}
|
||||
className="pl-8"
|
||||
/>
|
||||
</div>
|
||||
{receiptTotal && (
|
||||
<p className="text-xs text-muted-foreground mb-2">
|
||||
Filtrerat på belopp runt {formatCurrency(-Math.abs(receiptTotal), 'SEK')} och datum runt{' '}
|
||||
{receiptDate ? formatDate(receiptDate) : '—'}. Rensa sökrutan för att se fler.
|
||||
</p>
|
||||
)}
|
||||
{loadingList ? (
|
||||
<div className="flex items-center justify-center py-8 text-muted-foreground">
|
||||
<Loader2 className="h-4 w-4 animate-spin" />
|
||||
</div>
|
||||
) : allTx.length === 0 ? (
|
||||
<p className="text-sm text-muted-foreground text-center py-6">
|
||||
Inga matchande transaktioner
|
||||
</p>
|
||||
) : (
|
||||
<div className="space-y-1">
|
||||
{allTx.map((tx) => (
|
||||
<PickerRow
|
||||
key={tx.id}
|
||||
tx={tx}
|
||||
isCurrent={tx.id === currentMatchId}
|
||||
isSelected={selected?.id === tx.id}
|
||||
onSelect={() => setSelected({ id: tx.id, source: 'user_manual' })}
|
||||
/>
|
||||
))}
|
||||
</div>
|
||||
)}
|
||||
</section>
|
||||
)}
|
||||
</div>
|
||||
|
||||
{error && (
|
||||
<p className="text-sm text-destructive">{error}</p>
|
||||
)}
|
||||
|
||||
<DialogFooter>
|
||||
<Button variant="outline" onClick={() => onOpenChange(false)} disabled={saving}>
|
||||
Avbryt
|
||||
</Button>
|
||||
<Button onClick={handleConfirm} disabled={!selected || saving}>
|
||||
{saving ? (
|
||||
<>
|
||||
<Loader2 className="h-4 w-4 animate-spin mr-2" />
|
||||
Sparar…
|
||||
</>
|
||||
) : (
|
||||
'Använd denna transaktion'
|
||||
)}
|
||||
</Button>
|
||||
</DialogFooter>
|
||||
</DialogContent>
|
||||
</Dialog>
|
||||
)
|
||||
}
|
||||
|
||||
function AlternativeRow({
|
||||
tx,
|
||||
transactionId,
|
||||
confidence,
|
||||
reasoning,
|
||||
isCurrent,
|
||||
isSelected,
|
||||
onSelect,
|
||||
}: {
|
||||
tx: PickerTx | null
|
||||
transactionId: string
|
||||
confidence: number
|
||||
reasoning: string
|
||||
isCurrent: boolean
|
||||
isSelected: boolean
|
||||
onSelect: () => void
|
||||
}) {
|
||||
return (
|
||||
<button
|
||||
type="button"
|
||||
onClick={onSelect}
|
||||
disabled={isCurrent}
|
||||
className={cn(
|
||||
'w-full text-left rounded border p-3 transition-colors',
|
||||
isSelected && 'border-primary bg-primary/5',
|
||||
!isSelected && 'hover:bg-muted/40',
|
||||
isCurrent && 'opacity-50 cursor-not-allowed'
|
||||
)}
|
||||
>
|
||||
<div className="flex items-start justify-between gap-3 mb-1">
|
||||
<div className="flex-1 min-w-0">
|
||||
{tx ? (
|
||||
<>
|
||||
<div className="flex items-baseline justify-between gap-2">
|
||||
<span className="text-sm truncate">{tx.description ?? 'Okänd'}</span>
|
||||
<span className="text-sm tabular-nums font-medium">
|
||||
{formatCurrency(tx.amount, tx.currency ?? 'SEK')}
|
||||
</span>
|
||||
</div>
|
||||
<div className="text-xs text-muted-foreground">{formatDate(tx.date)}</div>
|
||||
</>
|
||||
) : (
|
||||
<div className="text-xs text-muted-foreground font-mono">
|
||||
{transactionId.slice(0, 8)}…
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
<div className="flex items-center gap-1 flex-shrink-0">
|
||||
{isCurrent && <Badge variant="outline" className="text-xs">Nuvarande</Badge>}
|
||||
<Badge className="text-xs">{Math.round(confidence * 100)}%</Badge>
|
||||
{isSelected && <Check className="h-4 w-4 text-primary" />}
|
||||
</div>
|
||||
</div>
|
||||
<p className="text-xs text-muted-foreground italic">“{reasoning}”</p>
|
||||
</button>
|
||||
)
|
||||
}
|
||||
|
||||
function PickerRow({
|
||||
tx,
|
||||
isCurrent,
|
||||
isSelected,
|
||||
onSelect,
|
||||
}: {
|
||||
tx: PickerTx
|
||||
isCurrent: boolean
|
||||
isSelected: boolean
|
||||
onSelect: () => void
|
||||
}) {
|
||||
return (
|
||||
<button
|
||||
type="button"
|
||||
onClick={onSelect}
|
||||
disabled={isCurrent}
|
||||
className={cn(
|
||||
'w-full text-left rounded border p-2.5 transition-colors',
|
||||
isSelected && 'border-primary bg-primary/5',
|
||||
!isSelected && 'hover:bg-muted/40',
|
||||
isCurrent && 'opacity-50 cursor-not-allowed'
|
||||
)}
|
||||
>
|
||||
<div className="flex items-baseline justify-between gap-2">
|
||||
<span className="text-sm truncate">{tx.description ?? 'Okänd'}</span>
|
||||
<span className="text-sm tabular-nums font-medium">
|
||||
{formatCurrency(tx.amount, tx.currency ?? 'SEK')}
|
||||
</span>
|
||||
</div>
|
||||
<div className="flex items-center justify-between text-xs text-muted-foreground mt-0.5">
|
||||
<span>{formatDate(tx.date)}</span>
|
||||
<div className="flex items-center gap-1">
|
||||
{isCurrent && <Badge variant="outline" className="text-xs">Nuvarande</Badge>}
|
||||
{isSelected && <Check className="h-4 w-4 text-primary" />}
|
||||
</div>
|
||||
</div>
|
||||
</button>
|
||||
)
|
||||
}
|
||||
|
||||
@@ -0,0 +1,155 @@
|
||||
'use client'
|
||||
|
||||
import { useState } from 'react'
|
||||
import { Dialog, DialogContent, DialogHeader, DialogTitle } from '@/components/ui/dialog'
|
||||
import { Button } from '@/components/ui/button'
|
||||
import { Input } from '@/components/ui/input'
|
||||
import { Label } from '@/components/ui/label'
|
||||
import type { AIProposal, BookingProposalLine, BookingProposalPayload } from '@/types'
|
||||
|
||||
interface EditBookingDialogProps {
|
||||
proposal: AIProposal
|
||||
onClose: () => void
|
||||
onSubmit: (edits: BookingProposalPayload) => Promise<void>
|
||||
}
|
||||
|
||||
/**
|
||||
* Minimal in-place editor for a booking proposal.
|
||||
*
|
||||
* v1 lets the user change account numbers + amounts per line; the full
|
||||
* AccountCombobox + VatTreatmentSelect UX comes in a polish pass. The
|
||||
* point of this dialog is proving the edit-accept-learning-prompt path
|
||||
* works end-to-end before we invest in the richer form.
|
||||
*/
|
||||
export default function EditBookingDialog({ proposal, onClose, onSubmit }: EditBookingDialogProps) {
|
||||
const original = proposal.proposal_json as BookingProposalPayload
|
||||
const [lines, setLines] = useState<BookingProposalLine[]>(original.lines)
|
||||
const [description, setDescription] = useState(original.description)
|
||||
const [submitting, setSubmitting] = useState(false)
|
||||
|
||||
const totalDebit = lines.reduce((s, l) => s + (Number(l.debit_amount) || 0), 0)
|
||||
const totalCredit = lines.reduce((s, l) => s + (Number(l.credit_amount) || 0), 0)
|
||||
const balanced = Math.abs(totalDebit - totalCredit) < 0.005 && totalDebit > 0
|
||||
|
||||
const updateLine = (index: number, patch: Partial<BookingProposalLine>) => {
|
||||
setLines((prev) => prev.map((l, i) => (i === index ? { ...l, ...patch } : l)))
|
||||
}
|
||||
|
||||
const handleSubmit = async () => {
|
||||
if (!balanced) return
|
||||
setSubmitting(true)
|
||||
try {
|
||||
await onSubmit({
|
||||
...original,
|
||||
lines,
|
||||
description,
|
||||
})
|
||||
} finally {
|
||||
setSubmitting(false)
|
||||
}
|
||||
}
|
||||
|
||||
return (
|
||||
<Dialog open onOpenChange={(open) => !open && onClose()}>
|
||||
<DialogContent className="max-w-2xl">
|
||||
<DialogHeader>
|
||||
<DialogTitle>Redigera bokföringsförslag</DialogTitle>
|
||||
</DialogHeader>
|
||||
|
||||
<div className="space-y-4">
|
||||
<div>
|
||||
<Label htmlFor="description">Beskrivning</Label>
|
||||
<Input
|
||||
id="description"
|
||||
value={description}
|
||||
onChange={(e) => setDescription(e.target.value)}
|
||||
className="mt-1"
|
||||
/>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<Label>Rader</Label>
|
||||
<div className="mt-1 border rounded">
|
||||
<table className="w-full text-sm">
|
||||
<thead className="text-xs text-muted-foreground bg-muted/40">
|
||||
<tr>
|
||||
<th className="text-left p-2 font-normal">Konto</th>
|
||||
<th className="text-left p-2 font-normal">Beskrivning</th>
|
||||
<th className="text-right p-2 font-normal">Debet</th>
|
||||
<th className="text-right p-2 font-normal">Kredit</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
{lines.map((line, i) => (
|
||||
<tr key={i} className="border-t">
|
||||
<td className="p-2">
|
||||
<Input
|
||||
value={line.account_number}
|
||||
onChange={(e) => updateLine(i, { account_number: e.target.value })}
|
||||
className="h-8 font-mono w-20"
|
||||
maxLength={4}
|
||||
/>
|
||||
</td>
|
||||
<td className="p-2">
|
||||
<Input
|
||||
value={line.description}
|
||||
onChange={(e) => updateLine(i, { description: e.target.value })}
|
||||
className="h-8"
|
||||
/>
|
||||
</td>
|
||||
<td className="p-2">
|
||||
<Input
|
||||
type="number"
|
||||
step="0.01"
|
||||
value={line.debit_amount || ''}
|
||||
onChange={(e) =>
|
||||
updateLine(i, { debit_amount: parseFloat(e.target.value) || 0 })
|
||||
}
|
||||
className="h-8 text-right tabular-nums w-24 ml-auto"
|
||||
/>
|
||||
</td>
|
||||
<td className="p-2">
|
||||
<Input
|
||||
type="number"
|
||||
step="0.01"
|
||||
value={line.credit_amount || ''}
|
||||
onChange={(e) =>
|
||||
updateLine(i, { credit_amount: parseFloat(e.target.value) || 0 })
|
||||
}
|
||||
className="h-8 text-right tabular-nums w-24 ml-auto"
|
||||
/>
|
||||
</td>
|
||||
</tr>
|
||||
))}
|
||||
</tbody>
|
||||
<tfoot>
|
||||
<tr className="border-t text-xs">
|
||||
<td colSpan={2} className="p-2 text-muted-foreground">
|
||||
Summa
|
||||
</td>
|
||||
<td className="p-2 text-right tabular-nums">{totalDebit.toFixed(2)}</td>
|
||||
<td className="p-2 text-right tabular-nums">{totalCredit.toFixed(2)}</td>
|
||||
</tr>
|
||||
</tfoot>
|
||||
</table>
|
||||
</div>
|
||||
{!balanced && (
|
||||
<p className="text-xs text-destructive mt-1">
|
||||
Debet och kredit måste summera till samma belopp.
|
||||
</p>
|
||||
)}
|
||||
</div>
|
||||
|
||||
<div className="flex justify-end gap-2">
|
||||
<Button variant="ghost" onClick={onClose} disabled={submitting}>
|
||||
Avbryt
|
||||
</Button>
|
||||
<Button onClick={handleSubmit} disabled={!balanced || submitting}>
|
||||
{submitting ? 'Bokför…' : 'Godkänn med ändringar'}
|
||||
</Button>
|
||||
</div>
|
||||
</div>
|
||||
</DialogContent>
|
||||
</Dialog>
|
||||
)
|
||||
}
|
||||
@@ -0,0 +1,43 @@
|
||||
'use client'
|
||||
|
||||
import { Dialog, DialogContent, DialogHeader, DialogTitle } from '@/components/ui/dialog'
|
||||
import { Button } from '@/components/ui/button'
|
||||
|
||||
interface LearningPromptDialogProps {
|
||||
counterpartyName: string
|
||||
debitAccount: string
|
||||
creditAccount: string
|
||||
onYes: () => void
|
||||
onNo: () => void
|
||||
}
|
||||
|
||||
export default function LearningPromptDialog({
|
||||
counterpartyName,
|
||||
debitAccount,
|
||||
creditAccount,
|
||||
onYes,
|
||||
onNo,
|
||||
}: LearningPromptDialogProps) {
|
||||
return (
|
||||
<Dialog open onOpenChange={(open) => !open && onNo()}>
|
||||
<DialogContent className="max-w-md">
|
||||
<DialogHeader>
|
||||
<DialogTitle>Kom ihåg denna bokföring?</DialogTitle>
|
||||
</DialogHeader>
|
||||
<p className="text-sm">
|
||||
Vill du att AI:n använder samma kontering nästa gång ett kvitto från{' '}
|
||||
<strong>{counterpartyName}</strong> dyker upp?
|
||||
</p>
|
||||
<p className="text-xs text-muted-foreground font-mono">
|
||||
Debet {debitAccount} · Kredit {creditAccount}
|
||||
</p>
|
||||
<div className="flex justify-end gap-2">
|
||||
<Button variant="ghost" onClick={onNo}>
|
||||
Bara den här gången
|
||||
</Button>
|
||||
<Button onClick={onYes}>Ja, kom ihåg</Button>
|
||||
</div>
|
||||
</DialogContent>
|
||||
</Dialog>
|
||||
)
|
||||
}
|
||||
@@ -0,0 +1,346 @@
|
||||
'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 { Checkbox } from '@/components/ui/checkbox'
|
||||
import { Receipt as ReceiptIcon, Landmark } from 'lucide-react'
|
||||
import { formatCurrency, formatDate, cn } from '@/lib/utils'
|
||||
import type { AgentInboxItemView } from '@/app/(dashboard)/agent-inbox/page'
|
||||
import type { BookingProposalPayload, MatchProposalPayload } from '@/types'
|
||||
import ReceiptDetailDialog from './ReceiptDetailDialog'
|
||||
import TransactionDetailDialog from './TransactionDetailDialog'
|
||||
import { assessReceiptQuality } from './receipt-quality'
|
||||
|
||||
interface ProposalCardProps {
|
||||
item: AgentInboxItemView
|
||||
isSelected: boolean
|
||||
isBusy: boolean
|
||||
onToggleSelect: () => void
|
||||
onAccept: () => void
|
||||
onReject: () => void
|
||||
onEdit: () => void
|
||||
onChangeMatch?: () => void
|
||||
}
|
||||
|
||||
function confidenceLabel(c: number | null): string {
|
||||
if (c === null) return 'Ingen säkerhet'
|
||||
const pct = Math.round(c * 100)
|
||||
return `${pct}% säkerhet`
|
||||
}
|
||||
|
||||
function confidenceColor(c: number | null): string {
|
||||
if (c === null) return 'bg-muted'
|
||||
if (c >= 0.9) return 'bg-success/15 text-success-foreground'
|
||||
if (c >= 0.6) return 'bg-warning/15 text-warning-foreground'
|
||||
return 'bg-destructive/15 text-destructive-foreground'
|
||||
}
|
||||
|
||||
export default function ProposalCard({
|
||||
item,
|
||||
isSelected,
|
||||
isBusy,
|
||||
onToggleSelect,
|
||||
onAccept,
|
||||
onReject,
|
||||
onEdit,
|
||||
onChangeMatch,
|
||||
}: ProposalCardProps) {
|
||||
const proposal = item.proposal!
|
||||
const inbox = item.inbox_item
|
||||
const tx = item.transaction
|
||||
const isMatch = proposal.step_type === 'match'
|
||||
const isUserEdited = Boolean(proposal.edit_diff)
|
||||
// BFL compliance: can't book without a source document. Block match-accept
|
||||
// when no receipt file is attached — the server-side validator enforces this
|
||||
// too, but disabling the button client-side avoids a round-trip error.
|
||||
const receiptMissing = isMatch && !inbox.document_id
|
||||
|
||||
const matchPayload = isMatch ? (proposal.proposal_json as MatchProposalPayload) : null
|
||||
const bookingPayload = !isMatch ? (proposal.proposal_json as BookingProposalPayload) : null
|
||||
|
||||
return (
|
||||
<Card className="transition-colors">
|
||||
<CardContent className="p-4">
|
||||
<div className="flex items-start gap-3">
|
||||
<div className="pt-1">
|
||||
<Checkbox checked={isSelected} onCheckedChange={onToggleSelect} aria-label="Markera" />
|
||||
</div>
|
||||
|
||||
<div className="flex-1 min-w-0">
|
||||
<div className="flex items-center gap-2 mb-2 flex-wrap">
|
||||
<Badge variant="outline">{isMatch ? 'Match' : 'Bokföring'}</Badge>
|
||||
<Badge className={confidenceColor(proposal.confidence)}>
|
||||
{confidenceLabel(proposal.confidence)}
|
||||
</Badge>
|
||||
{isUserEdited && (
|
||||
<Badge variant="outline" className="text-xs border-success/40 text-success-foreground">
|
||||
Ändrad av användare
|
||||
</Badge>
|
||||
)}
|
||||
{inbox.document && (
|
||||
<span className="text-xs text-muted-foreground truncate">
|
||||
{inbox.document.file_name}
|
||||
</span>
|
||||
)}
|
||||
</div>
|
||||
|
||||
{isMatch && matchPayload && (
|
||||
<MatchProposalBody
|
||||
payload={matchPayload}
|
||||
reasoning={proposal.reasoning}
|
||||
transaction={tx}
|
||||
inbox={inbox}
|
||||
/>
|
||||
)}
|
||||
|
||||
{!isMatch && bookingPayload && (
|
||||
<BookingProposalBody payload={bookingPayload} reasoning={proposal.reasoning} />
|
||||
)}
|
||||
|
||||
{receiptMissing && (
|
||||
<p className="text-xs text-muted-foreground mt-3 flex items-center gap-1.5">
|
||||
<span className="inline-block w-1 h-1 rounded-full bg-warning" />
|
||||
Kvittobild saknas — ladda upp i kvittodialogen innan du kan godkänna.
|
||||
</p>
|
||||
)}
|
||||
|
||||
<div className="flex gap-2 mt-4 flex-wrap">
|
||||
<Button
|
||||
size="sm"
|
||||
onClick={onAccept}
|
||||
disabled={isBusy || receiptMissing}
|
||||
title={receiptMissing ? 'Kvittobild krävs för att bokföra' : undefined}
|
||||
>
|
||||
{isBusy ? '…' : 'Godkänn'}
|
||||
</Button>
|
||||
{isMatch && onChangeMatch && (
|
||||
<Button size="sm" variant="outline" onClick={onChangeMatch} disabled={isBusy}>
|
||||
Byt transaktion
|
||||
</Button>
|
||||
)}
|
||||
{!isMatch && (
|
||||
<Button size="sm" variant="outline" onClick={onEdit} disabled={isBusy}>
|
||||
Redigera
|
||||
</Button>
|
||||
)}
|
||||
<Button size="sm" variant="ghost" onClick={onReject} disabled={isBusy}>
|
||||
Avvisa
|
||||
</Button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</CardContent>
|
||||
</Card>
|
||||
)
|
||||
}
|
||||
|
||||
function MatchProposalBody({
|
||||
payload,
|
||||
reasoning,
|
||||
transaction,
|
||||
inbox,
|
||||
}: {
|
||||
payload: MatchProposalPayload
|
||||
reasoning: string | null
|
||||
transaction: AgentInboxItemView['transaction']
|
||||
inbox: AgentInboxItemView['inbox_item']
|
||||
}) {
|
||||
const proposedTx = transaction && transaction.id === payload.matched_transaction_id ? transaction : null
|
||||
return (
|
||||
<div>
|
||||
<div className="grid grid-cols-1 md:grid-cols-2 gap-2">
|
||||
<ReceiptBox inbox={inbox} />
|
||||
{proposedTx ? (
|
||||
<TransactionBox tx={proposedTx} />
|
||||
) : (
|
||||
<div className="rounded border bg-muted/40 p-3 text-sm text-muted-foreground">
|
||||
Föreslagen transaktion: {payload.matched_transaction_id}
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
<ReasoningDisclosure reasoning={reasoning} alternatives={payload.alternatives} />
|
||||
</div>
|
||||
)
|
||||
}
|
||||
|
||||
function ReasoningDisclosure({
|
||||
reasoning,
|
||||
alternatives,
|
||||
}: {
|
||||
reasoning: string | null
|
||||
alternatives?: MatchProposalPayload['alternatives']
|
||||
}) {
|
||||
const [open, setOpen] = useState(false)
|
||||
const hasReasoning = Boolean(reasoning)
|
||||
const hasAlternatives = alternatives && alternatives.length > 0
|
||||
if (!hasReasoning && !hasAlternatives) return null
|
||||
|
||||
return (
|
||||
<div className="mt-3">
|
||||
<button
|
||||
type="button"
|
||||
onClick={() => setOpen((v) => !v)}
|
||||
className="text-xs text-muted-foreground hover:text-foreground underline underline-offset-2"
|
||||
>
|
||||
{open ? 'Dölj AI:ns resonemang' : 'Visa AI:ns resonemang'}
|
||||
{hasAlternatives && ` (${alternatives!.length} alternativ)`}
|
||||
</button>
|
||||
{open && (
|
||||
<div className="mt-2 space-y-2">
|
||||
{reasoning && (
|
||||
<p className="text-xs text-muted-foreground italic">“{reasoning}”</p>
|
||||
)}
|
||||
{hasAlternatives && (
|
||||
<ul className="space-y-1 text-xs">
|
||||
{alternatives!.map((alt) => (
|
||||
<li key={alt.transaction_id} className="text-muted-foreground">
|
||||
<span className="tabular-nums">{Math.round(alt.confidence * 100)}%</span> — {alt.reasoning}
|
||||
</li>
|
||||
))}
|
||||
</ul>
|
||||
)}
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
)
|
||||
}
|
||||
|
||||
function ReceiptBox({
|
||||
inbox,
|
||||
}: {
|
||||
inbox: AgentInboxItemView['inbox_item']
|
||||
}) {
|
||||
const [open, setOpen] = useState(false)
|
||||
const data = (inbox.extracted_data as {
|
||||
merchant?: { name?: string | null }
|
||||
receipt?: { date?: string | null; currency?: string | null }
|
||||
totals?: { total?: number | null }
|
||||
} | null) ?? {}
|
||||
const merchant = data.merchant?.name ?? inbox.document?.file_name ?? 'Okänt kvitto'
|
||||
const total = data.totals?.total ?? null
|
||||
const currency = data.receipt?.currency ?? 'SEK'
|
||||
const date = data.receipt?.date ?? null
|
||||
const quality = assessReceiptQuality(inbox)
|
||||
const hasFile = Boolean(inbox.document_id)
|
||||
const needsAttention = !hasFile || !quality.ok
|
||||
|
||||
return (
|
||||
<>
|
||||
<button
|
||||
type="button"
|
||||
onClick={() => setOpen(true)}
|
||||
className={cn(
|
||||
'w-full text-left rounded border bg-muted/40 p-3 text-sm transition-colors hover:bg-muted/60 hover:border-primary/40',
|
||||
needsAttention && 'border-warning/50 bg-warning/5 hover:bg-warning/10'
|
||||
)}
|
||||
>
|
||||
<div className="flex items-baseline justify-between gap-3">
|
||||
<span className="truncate">{merchant}</span>
|
||||
{total != null && (
|
||||
<span className="tabular-nums font-medium">
|
||||
{formatCurrency(total, currency)}
|
||||
</span>
|
||||
)}
|
||||
</div>
|
||||
<div className="flex items-center gap-1.5 mt-1 text-xs text-muted-foreground">
|
||||
<ReceiptIcon className="h-3 w-3" />
|
||||
<span>Kvitto · {date ? formatDate(date) : 'Okänt datum'}</span>
|
||||
</div>
|
||||
{!hasFile && (
|
||||
<p className="mt-2 text-xs text-warning-foreground">
|
||||
Ingen kvittobild — klicka för att ladda upp
|
||||
</p>
|
||||
)}
|
||||
{hasFile && !quality.ok && (
|
||||
<p className="mt-2 text-xs text-warning-foreground">
|
||||
{quality.message}
|
||||
</p>
|
||||
)}
|
||||
</button>
|
||||
<ReceiptDetailDialog open={open} onOpenChange={setOpen} inbox={inbox} />
|
||||
</>
|
||||
)
|
||||
}
|
||||
|
||||
function TransactionBox({
|
||||
tx,
|
||||
}: {
|
||||
tx: NonNullable<AgentInboxItemView['transaction']>
|
||||
}) {
|
||||
const [open, setOpen] = useState(false)
|
||||
return (
|
||||
<>
|
||||
<button
|
||||
type="button"
|
||||
onClick={() => setOpen(true)}
|
||||
className="w-full text-left rounded border bg-muted/40 p-3 text-sm transition-colors hover:bg-muted/60 hover:border-primary/40"
|
||||
>
|
||||
<div className="flex items-baseline justify-between gap-3">
|
||||
<span className="truncate">{tx.description || 'Okänd'}</span>
|
||||
<span className="tabular-nums font-medium">
|
||||
{formatCurrency(tx.amount, tx.currency)}
|
||||
</span>
|
||||
</div>
|
||||
<div className="flex items-center gap-1.5 mt-1 text-xs text-muted-foreground">
|
||||
<Landmark className="h-3 w-3" />
|
||||
<span>Banktransaktion · {formatDate(tx.date)}</span>
|
||||
</div>
|
||||
</button>
|
||||
<TransactionDetailDialog open={open} onOpenChange={setOpen} tx={tx} />
|
||||
</>
|
||||
)
|
||||
}
|
||||
|
||||
function BookingProposalBody({
|
||||
payload,
|
||||
reasoning,
|
||||
}: {
|
||||
payload: BookingProposalPayload
|
||||
reasoning: string | null
|
||||
}) {
|
||||
const totalDebit = payload.lines.reduce((s, l) => s + l.debit_amount, 0)
|
||||
return (
|
||||
<div>
|
||||
<div className="rounded border bg-muted/40 p-3 text-sm">
|
||||
<table className="w-full text-xs">
|
||||
<thead>
|
||||
<tr className="text-muted-foreground">
|
||||
<th className="text-left font-normal pb-1">Konto</th>
|
||||
<th className="text-right font-normal pb-1">Debet</th>
|
||||
<th className="text-right font-normal pb-1">Kredit</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
{payload.lines.map((line, i) => (
|
||||
<tr key={i} className="border-t border-border/40">
|
||||
<td className="py-1">
|
||||
<span className="font-mono">{line.account_number}</span>{' '}
|
||||
<span className="text-muted-foreground">{line.description}</span>
|
||||
</td>
|
||||
<td className="py-1 text-right tabular-nums">
|
||||
{line.debit_amount > 0 ? line.debit_amount.toFixed(2) : ''}
|
||||
</td>
|
||||
<td className="py-1 text-right tabular-nums">
|
||||
{line.credit_amount > 0 ? line.credit_amount.toFixed(2) : ''}
|
||||
</td>
|
||||
</tr>
|
||||
))}
|
||||
</tbody>
|
||||
<tfoot className="text-xs text-muted-foreground">
|
||||
<tr className="border-t">
|
||||
<td className="pt-1">
|
||||
{payload.vat_treatment && <span>Moms: {payload.vat_treatment}</span>}
|
||||
{payload.default_private && <span className="ml-2">Privat uttag</span>}
|
||||
</td>
|
||||
<td className="pt-1 text-right tabular-nums">{totalDebit.toFixed(2)}</td>
|
||||
<td className="pt-1 text-right tabular-nums">{totalDebit.toFixed(2)}</td>
|
||||
</tr>
|
||||
</tfoot>
|
||||
</table>
|
||||
</div>
|
||||
<ReasoningDisclosure reasoning={reasoning} />
|
||||
</div>
|
||||
)
|
||||
}
|
||||
@@ -0,0 +1,408 @@
|
||||
'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 ? ` (${inbox.email_from})` : ''}</div>
|
||||
{inbox.confidence != null && (
|
||||
<div>Extraktionskonfidens: {Math.round(Number(inbox.confidence) * 100)}%</div>
|
||||
)}
|
||||
{inbox.document?.file_name && (
|
||||
<div>Fil: {inbox.document.file_name}</div>
|
||||
)}
|
||||
</div>
|
||||
</section>
|
||||
</div>
|
||||
</DialogContent>
|
||||
</Dialog>
|
||||
)
|
||||
}
|
||||
@@ -0,0 +1,93 @@
|
||||
'use client'
|
||||
|
||||
import { useState } from 'react'
|
||||
import { Button } from '@/components/ui/button'
|
||||
import { Card, CardContent } from '@/components/ui/card'
|
||||
import { Badge } from '@/components/ui/badge'
|
||||
import { useToast } from '@/components/ui/use-toast'
|
||||
import { AlertCircle } from 'lucide-react'
|
||||
import Link from 'next/link'
|
||||
import type { AgentInboxItemView } from '@/app/(dashboard)/agent-inbox/page'
|
||||
import type { AIRequestType } from '@/types'
|
||||
|
||||
interface RequestCardProps {
|
||||
item: AgentInboxItemView
|
||||
onDismiss: () => void
|
||||
}
|
||||
|
||||
const REQUEST_LABEL: Record<AIRequestType, string> = {
|
||||
reupload_document: 'Oläslig bild',
|
||||
pick_transaction: 'Saknar matchning',
|
||||
specify_vat: 'Momssats',
|
||||
clarify_business_private: 'Privat eller business?',
|
||||
needs_manual: 'Hantera manuellt',
|
||||
}
|
||||
|
||||
export default function RequestCard({ item, onDismiss }: RequestCardProps) {
|
||||
const req = item.request!
|
||||
const { toast } = useToast()
|
||||
const [busy, setBusy] = useState(false)
|
||||
|
||||
const handleResolve = async () => {
|
||||
setBusy(true)
|
||||
try {
|
||||
const res = await fetch(`/api/ai/requests/${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>
|
||||
)
|
||||
}
|
||||
@@ -0,0 +1,122 @@
|
||||
'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>
|
||||
)
|
||||
}
|
||||
@@ -0,0 +1,55 @@
|
||||
import type { AgentInboxItemView } from '@/app/(dashboard)/agent-inbox/page'
|
||||
|
||||
export type ReceiptQualityIssue =
|
||||
| 'missing_merchant'
|
||||
| 'missing_total'
|
||||
| 'missing_date'
|
||||
| 'low_confidence'
|
||||
|
||||
export interface ReceiptQualityAssessment {
|
||||
ok: boolean
|
||||
issues: ReceiptQualityIssue[]
|
||||
message: string | null
|
||||
}
|
||||
|
||||
const ISSUE_LABELS: Record<ReceiptQualityIssue, string> = {
|
||||
missing_merchant: 'handlare saknas',
|
||||
missing_total: 'belopp saknas',
|
||||
missing_date: 'datum saknas',
|
||||
low_confidence: 'låg extraktionssäkerhet',
|
||||
}
|
||||
|
||||
// Heuristic quality check on a classified receipt. Until the classification
|
||||
// prompt returns an explicit quality_score, we infer it from which critical
|
||||
// fields came back and the LLM's self-reported confidence (stored on
|
||||
// invoice_inbox_items.confidence after classification). 0.6 is the cutoff
|
||||
// where accepted vs. edited rates diverge noticeably in practice.
|
||||
export function assessReceiptQuality(
|
||||
inbox: AgentInboxItemView['inbox_item']
|
||||
): ReceiptQualityAssessment {
|
||||
const data = inbox.extracted_data as {
|
||||
merchant?: { name?: string | null } | null
|
||||
receipt?: { date?: string | null } | null
|
||||
totals?: { total?: number | null } | null
|
||||
} | null
|
||||
|
||||
const issues: ReceiptQualityIssue[] = []
|
||||
|
||||
if (!data?.merchant?.name) issues.push('missing_merchant')
|
||||
if (data?.totals?.total == null) issues.push('missing_total')
|
||||
if (!data?.receipt?.date) issues.push('missing_date')
|
||||
|
||||
const confidence = inbox.confidence == null ? null : Number(inbox.confidence)
|
||||
if (confidence != null && confidence < 0.6) issues.push('low_confidence')
|
||||
|
||||
if (issues.length === 0) {
|
||||
return { ok: true, issues, message: null }
|
||||
}
|
||||
|
||||
const labels = issues.map((i) => ISSUE_LABELS[i])
|
||||
return {
|
||||
ok: false,
|
||||
issues,
|
||||
message: `Kvittot verkar otydligt — ${labels.join(', ')}.`,
|
||||
}
|
||||
}
|
||||
@@ -27,7 +27,10 @@ import {
|
||||
TrendingUp,
|
||||
ClipboardCheck,
|
||||
HandCoins,
|
||||
Sparkles,
|
||||
} from 'lucide-react'
|
||||
import { ENABLED_EXTENSION_IDS } from '@/lib/extensions/_generated/enabled-extensions'
|
||||
import { isAgentInboxEnabled } from '@/lib/ai/feature-flag'
|
||||
import { resolveIcon } from '@/lib/extensions/icon-resolver'
|
||||
import { SupportLink } from '@/components/ui/support-link'
|
||||
import CompanySwitcher from '@/components/dashboard/CompanySwitcher'
|
||||
@@ -57,6 +60,7 @@ interface NavItem {
|
||||
modes?: EntityType[] // If set, only visible for these entity types. If not set, visible to all.
|
||||
hidden?: boolean // Temporarily hide from sidebar
|
||||
comingSoon?: boolean // Visible but disabled; shows "Kommer snart" badge
|
||||
devBadge?: boolean // Shows a "Dev" badge to indicate dev-only feature
|
||||
}
|
||||
|
||||
// All nav items for sidebar and mobile drawer
|
||||
@@ -74,6 +78,8 @@ const navItems: NavItem[] = [
|
||||
{ href: '/supplier-invoices', label: 'Leverantörsfakturor', icon: FileInput, group: 'inköp', hidden: true },
|
||||
// General accounting
|
||||
{ href: '/pending', label: 'Granskning', icon: ClipboardCheck, group: 'redovisning' },
|
||||
{ href: '/receipts', label: 'Kvitton', icon: Receipt, group: 'redovisning', hidden: !ENABLED_EXTENSION_IDS.has('invoice-inbox'), devBadge: true },
|
||||
{ href: '/agent-inbox', label: 'Agent-inkorg', icon: Sparkles, group: 'redovisning', hidden: !ENABLED_EXTENSION_IDS.has('ai-agent') || !isAgentInboxEnabled(), devBadge: true },
|
||||
{ href: '/transactions', label: 'Transaktioner', icon: ArrowLeftRight, group: 'redovisning' },
|
||||
{ href: '/bookkeeping', label: 'Bokföring', icon: BookOpen, group: 'redovisning' },
|
||||
{ href: '/reports', label: 'Rapporter', icon: BarChart3, group: 'redovisning' },
|
||||
@@ -265,6 +271,10 @@ export default function DashboardNav({ companyName: _companyName, entityType, un
|
||||
<span className="ml-auto rounded-full bg-muted/60 text-muted-foreground/70 text-[9px] font-medium uppercase tracking-wider px-1.5 py-0.5">
|
||||
Kommer snart
|
||||
</span>
|
||||
) : item.devBadge ? (
|
||||
<span className="ml-auto rounded-full bg-muted/60 text-muted-foreground/70 text-[9px] font-medium uppercase tracking-wider px-1.5 py-0.5">
|
||||
Dev
|
||||
</span>
|
||||
) : badge !== null && (
|
||||
<span className="ml-auto min-w-[18px] h-[18px] flex items-center justify-center rounded-full bg-primary/15 text-primary text-[10px] font-semibold px-1">
|
||||
{badge > 99 ? '99+' : badge}
|
||||
@@ -592,6 +602,10 @@ export default function DashboardNav({ companyName: _companyName, entityType, un
|
||||
<span className="rounded-full bg-muted/60 text-muted-foreground/70 text-[9px] font-medium uppercase tracking-wider px-1.5 py-0.5">
|
||||
Kommer snart
|
||||
</span>
|
||||
) : item.devBadge ? (
|
||||
<span className="rounded-full bg-muted/60 text-muted-foreground/70 text-[9px] font-medium uppercase tracking-wider px-1.5 py-0.5">
|
||||
Dev
|
||||
</span>
|
||||
) : badge !== null && (
|
||||
<span className="min-w-[20px] h-[20px] flex items-center justify-center rounded-full bg-primary/15 text-primary text-[10px] font-semibold px-1.5">
|
||||
{badge > 99 ? '99+' : badge}
|
||||
|
||||
@@ -0,0 +1,177 @@
|
||||
'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>
|
||||
)
|
||||
}
|
||||
@@ -0,0 +1,540 @@
|
||||
'use client'
|
||||
|
||||
import { useRef, useState, useEffect, useMemo } from 'react'
|
||||
import { useRouter } from 'next/navigation'
|
||||
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 { PageHeader } from '@/components/ui/page-header'
|
||||
import { Upload, Receipt as ReceiptIcon, Loader2, FileText, AlertTriangle, RefreshCw, Pencil, ShieldCheck, ShieldAlert } from 'lucide-react'
|
||||
import { formatCurrency, formatDate } from '@/lib/utils'
|
||||
import ManualExtractDialog from './ManualExtractDialog'
|
||||
import type { ReceiptRowWithPreview } from '@/app/(dashboard)/receipts/page'
|
||||
|
||||
const STATUS_LABELS: Record<string, string> = {
|
||||
pending: 'Väntar',
|
||||
processing: 'Bearbetar',
|
||||
ready: 'Klar',
|
||||
confirmed: 'Bokförd',
|
||||
rejected: 'Avvisad',
|
||||
error: 'Fel',
|
||||
}
|
||||
|
||||
const STATUS_VARIANTS: Record<string, 'default' | 'secondary' | 'success' | 'warning' | 'destructive' | 'outline'> = {
|
||||
pending: 'outline',
|
||||
processing: 'warning',
|
||||
ready: 'secondary',
|
||||
confirmed: 'success',
|
||||
rejected: 'outline',
|
||||
error: 'destructive',
|
||||
}
|
||||
|
||||
const ALLOWED_MIME = 'application/pdf,image/jpeg,image/png,image/heic,image/heif,image/webp'
|
||||
|
||||
interface ExtractedReceiptShape {
|
||||
merchant?: { name?: string | null } | null
|
||||
receipt?: { date?: string | null; currency?: string | null } | null
|
||||
totals?: { total?: number | null } | null
|
||||
_verification?: {
|
||||
agrees?: boolean
|
||||
claude_total?: number | null
|
||||
ocr_total?: number | null
|
||||
delta?: number | null
|
||||
ocr_confidence?: number | null
|
||||
} | null
|
||||
_source?: 'ocr_only' | null
|
||||
}
|
||||
|
||||
// Derive the verification state the UI should render.
|
||||
// - 'agreed' Claude and Textract read the same total → green badge
|
||||
// - 'disagreed' they disagree > 1 öre → yellow warning + numbers
|
||||
// - 'ocr-only' Claude failed but Textract succeeded → neutral
|
||||
// - 'unverified' Textract didn't run (HEIC, large file, no AWS perms)
|
||||
// or agreement data is absent → show nothing
|
||||
type VerificationState = 'agreed' | 'disagreed' | 'ocr-only' | 'unverified'
|
||||
|
||||
function getVerificationState(row: ReceiptRowWithPreview): VerificationState {
|
||||
const data = row.extracted_data as ExtractedReceiptShape | null
|
||||
if (!data) return 'unverified'
|
||||
if (data._source === 'ocr_only') return 'ocr-only'
|
||||
const v = data._verification
|
||||
if (!v || v.agrees == null) return 'unverified'
|
||||
return v.agrees ? 'agreed' : 'disagreed'
|
||||
}
|
||||
|
||||
function summarize(row: ReceiptRowWithPreview): { merchant: string; total: number | null; currency: string; date: string | null } {
|
||||
const data = (row.extracted_data as ExtractedReceiptShape | null) ?? {}
|
||||
return {
|
||||
merchant: data.merchant?.name ?? row.document?.file_name ?? 'Okänt kvitto',
|
||||
total: data.totals?.total ?? null,
|
||||
currency: data.receipt?.currency ?? 'SEK',
|
||||
date: data.receipt?.date ?? null,
|
||||
}
|
||||
}
|
||||
|
||||
// Mirror of the server-side needsRescan heuristic — a row looks stuck when
|
||||
// extraction failed or the total we need to propose a match is missing.
|
||||
// Server is still authoritative; this just gates UI affordances.
|
||||
function rowNeedsRescan(row: ReceiptRowWithPreview): boolean {
|
||||
if (!row.document_id) return false // nothing to rescan without a file
|
||||
if (row.status === 'confirmed') return false
|
||||
if (row.status === 'error') return true
|
||||
const data = row.extracted_data as ExtractedReceiptShape | null
|
||||
if (!data) return true
|
||||
if (data.totals?.total == null) return true
|
||||
return false
|
||||
}
|
||||
|
||||
// Thumbnail resolves to: image preview | PDF placeholder | missing-source warning.
|
||||
// The last case is legally important (BFL 5 kap 7§) — a receipt without a
|
||||
// source document cannot be booked, so we surface it visibly.
|
||||
function Thumbnail({ row }: { row: ReceiptRowWithPreview }) {
|
||||
const mime = row.document?.mime_type ?? ''
|
||||
const isImage = mime.startsWith('image/') && !mime.includes('heic') && !mime.includes('heif')
|
||||
const isPdf = mime === 'application/pdf'
|
||||
|
||||
if (!row.document) {
|
||||
return (
|
||||
<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">
|
||||
<AlertTriangle className="h-5 w-5" />
|
||||
<span className="text-[10px] mt-1 text-center leading-tight">Saknar bild</span>
|
||||
</div>
|
||||
)
|
||||
}
|
||||
if (isImage && row.preview_url) {
|
||||
// eslint-disable-next-line @next/next/no-img-element
|
||||
return (
|
||||
<img
|
||||
src={row.preview_url}
|
||||
alt={row.document.file_name ?? 'Kvitto'}
|
||||
className="w-20 h-20 rounded object-cover border bg-muted shrink-0"
|
||||
loading="lazy"
|
||||
/>
|
||||
)
|
||||
}
|
||||
return (
|
||||
<div className="w-20 h-20 rounded border bg-muted flex items-center justify-center shrink-0">
|
||||
<FileText className="h-6 w-6 text-muted-foreground" />
|
||||
<span className="sr-only">{isPdf ? 'PDF' : 'Fil'}</span>
|
||||
</div>
|
||||
)
|
||||
}
|
||||
|
||||
// Optimistic card shown while the upload request is in flight. Replaced by
|
||||
// the persisted row on router.refresh(). Keeps the page from looking empty
|
||||
// during the 5-10 s classify call.
|
||||
function PendingUploadCard({ upload }: { upload: PendingUpload }) {
|
||||
return (
|
||||
<Card className="border-primary/20 bg-primary/[0.02]">
|
||||
<CardContent className="p-4">
|
||||
<div className="flex items-start gap-4">
|
||||
<div className="w-20 h-20 rounded border bg-muted flex items-center justify-center shrink-0">
|
||||
<Loader2 className="h-6 w-6 text-muted-foreground animate-spin" />
|
||||
</div>
|
||||
<div className="flex-1 min-w-0">
|
||||
<div className="flex items-baseline justify-between gap-3 flex-wrap">
|
||||
<span className="font-medium truncate">{upload.file_name}</span>
|
||||
</div>
|
||||
<div className="flex items-center gap-2 mt-1">
|
||||
<Badge variant="warning" className="gap-1.5">
|
||||
<Loader2 className="h-3 w-3 animate-spin" />
|
||||
AI läser kvittot…
|
||||
</Badge>
|
||||
<span className="text-xs text-muted-foreground">
|
||||
Det här brukar ta 5–10 sekunder.
|
||||
</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</CardContent>
|
||||
</Card>
|
||||
)
|
||||
}
|
||||
|
||||
function VerificationBadge({ row }: { row: ReceiptRowWithPreview }) {
|
||||
const state = getVerificationState(row)
|
||||
if (state === 'agreed') {
|
||||
return (
|
||||
<Badge variant="outline" className="border-success/40 text-success-foreground gap-1">
|
||||
<ShieldCheck className="h-3 w-3" />
|
||||
OCR verifierad
|
||||
</Badge>
|
||||
)
|
||||
}
|
||||
if (state === 'disagreed') {
|
||||
return (
|
||||
<Badge variant="outline" className="border-warning/40 text-warning-foreground gap-1">
|
||||
<ShieldAlert className="h-3 w-3" />
|
||||
Behöver granskning
|
||||
</Badge>
|
||||
)
|
||||
}
|
||||
if (state === 'ocr-only') {
|
||||
return (
|
||||
<Badge variant="outline" className="text-muted-foreground">
|
||||
Endast OCR
|
||||
</Badge>
|
||||
)
|
||||
}
|
||||
return null
|
||||
}
|
||||
|
||||
// When Claude and Textract disagree on the total, show the raw numbers so
|
||||
// the user can see which read to trust before accepting downstream.
|
||||
function DisagreementDetail({ row }: { row: ReceiptRowWithPreview }) {
|
||||
const data = row.extracted_data as ExtractedReceiptShape | null
|
||||
const v = data?._verification
|
||||
if (!v || v.agrees !== false) return null
|
||||
const currency = data?.receipt?.currency ?? 'SEK'
|
||||
return (
|
||||
<p className="text-xs text-warning-foreground mt-2">
|
||||
AI läste {v.claude_total != null ? formatCurrency(v.claude_total, currency) : '—'}, OCR läste{' '}
|
||||
{v.ocr_total != null ? formatCurrency(v.ocr_total, currency) : '—'}. Granska bilden innan du godkänner.
|
||||
</p>
|
||||
)
|
||||
}
|
||||
|
||||
// Optimistic placeholder shown in the list while a manual upload is in
|
||||
// flight. The upload handler is synchronous (classify + store + insert
|
||||
// happen before the response returns), so a 5-10 s gap otherwise leaves the
|
||||
// user staring at nothing. We insert a fake row here so the UI shows a real
|
||||
// card immediately and router.refresh() replaces it with the persisted row.
|
||||
interface PendingUpload {
|
||||
key: string
|
||||
file_name: string
|
||||
size_bytes: number
|
||||
mime_type: string
|
||||
}
|
||||
|
||||
export default function ReceiptsList({ initialItems }: { initialItems: ReceiptRowWithPreview[] }) {
|
||||
const [items, setItems] = useState(initialItems)
|
||||
const [uploading, setUploading] = useState(false)
|
||||
const [pendingUploads, setPendingUploads] = useState<PendingUpload[]>([])
|
||||
const [batchScanning, setBatchScanning] = useState(false)
|
||||
const [rescanId, setRescanId] = useState<string | null>(null)
|
||||
const [attachingId, setAttachingId] = useState<string | null>(null)
|
||||
const [manualRow, setManualRow] = useState<ReceiptRowWithPreview | null>(null)
|
||||
const fileInputRef = useRef<HTMLInputElement>(null)
|
||||
const attachInputRef = useRef<HTMLInputElement>(null)
|
||||
const attachTargetRef = useRef<string | null>(null)
|
||||
const { toast } = useToast()
|
||||
const router = useRouter()
|
||||
|
||||
useEffect(() => { setItems(initialItems) }, [initialItems])
|
||||
|
||||
// Count of rows eligible for rescan — drives the "Skanna oskannade (N)" CTA.
|
||||
const rescanCount = useMemo(() => items.filter(rowNeedsRescan).length, [items])
|
||||
|
||||
const handlePickFile = () => fileInputRef.current?.click()
|
||||
|
||||
const handleUpload = async (e: React.ChangeEvent<HTMLInputElement>) => {
|
||||
const file = e.target.files?.[0]
|
||||
if (!file) return
|
||||
e.target.value = ''
|
||||
|
||||
const pending: PendingUpload = {
|
||||
key: `pending-${Date.now()}-${file.name}`,
|
||||
file_name: file.name,
|
||||
size_bytes: file.size,
|
||||
mime_type: file.type,
|
||||
}
|
||||
setPendingUploads((p) => [pending, ...p])
|
||||
setUploading(true)
|
||||
try {
|
||||
const form = new FormData()
|
||||
form.append('file', file)
|
||||
const res = await fetch('/api/extensions/ext/invoice-inbox/upload', {
|
||||
method: 'POST',
|
||||
body: form,
|
||||
})
|
||||
const body = await res.json()
|
||||
if (!res.ok) {
|
||||
toast({ title: 'Uppladdning misslyckades', description: body.error, variant: 'destructive' })
|
||||
return
|
||||
}
|
||||
toast({ title: 'Kvitto sparat' })
|
||||
router.refresh()
|
||||
} catch (err) {
|
||||
toast({
|
||||
title: 'Fel',
|
||||
description: err instanceof Error ? err.message : String(err),
|
||||
variant: 'destructive',
|
||||
})
|
||||
} finally {
|
||||
// Drop the placeholder on both success and failure. On success the
|
||||
// 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>
|
||||
)
|
||||
}
|
||||
@@ -1 +1 @@
|
||||
{"$schema":"./extensions.schema.json","extensions":["enable-banking","email","arcim-migration","tic","mcp-server","cloud-backup"]}
|
||||
{"$schema":"./extensions.schema.json","extensions":["enable-banking","email","arcim-migration","tic","mcp-server","cloud-backup","invoice-inbox","ai-agent"]}
|
||||
|
||||
@@ -0,0 +1,15 @@
|
||||
import type { Extension } from '@/lib/extensions/types'
|
||||
import { registerAIProposalService } from '@/lib/ai/proposal-service'
|
||||
import { BedrockAIProposalService } from './lib/bedrock-service'
|
||||
|
||||
// Register the Bedrock-backed implementation at extension load time.
|
||||
// The orchestrator (lib/ai/orchestrator.ts) calls getAIProposalService() at
|
||||
// event-handle time and will get this instance whenever the extension is
|
||||
// enabled in extensions.config.json.
|
||||
registerAIProposalService(new BedrockAIProposalService())
|
||||
|
||||
export const aiAgentExtension: Extension = {
|
||||
id: 'ai-agent',
|
||||
name: 'AI-agent (beta)',
|
||||
version: '0.1.0',
|
||||
}
|
||||
@@ -0,0 +1,30 @@
|
||||
/**
|
||||
* Shared Bedrock Converse client for the ai-agent extension.
|
||||
* Mirrors inbox-smart-match's setup so the model + env var conventions stay
|
||||
* consistent across all LLM-backed extensions.
|
||||
*/
|
||||
|
||||
import { BedrockRuntimeClient } from '@aws-sdk/client-bedrock-runtime'
|
||||
|
||||
let _client: BedrockRuntimeClient | null = null
|
||||
|
||||
export function getBedrockClient(): BedrockRuntimeClient {
|
||||
if (!_client) {
|
||||
_client = new BedrockRuntimeClient({
|
||||
region: process.env.AWS_REGION || 'eu-north-1',
|
||||
credentials: {
|
||||
accessKeyId: process.env.AWS_ACCESS_KEY_ID!,
|
||||
secretAccessKey: process.env.AWS_SECRET_ACCESS_KEY!,
|
||||
},
|
||||
})
|
||||
}
|
||||
return _client
|
||||
}
|
||||
|
||||
export function getModelId(): string {
|
||||
return process.env.BEDROCK_MODEL_ID || 'eu.anthropic.claude-sonnet-4-6'
|
||||
}
|
||||
|
||||
export function getMaxTokens(): number {
|
||||
return parseInt(process.env.BEDROCK_MAX_TOKENS || '2048', 10)
|
||||
}
|
||||
@@ -0,0 +1,44 @@
|
||||
/**
|
||||
* BedrockAIProposalService — the AIProposalService implementation registered
|
||||
* by the ai-agent extension. Each method dispatches to the relevant generator
|
||||
* and returns whatever the generator produced (proposal / request / null).
|
||||
*/
|
||||
|
||||
import type {
|
||||
AIProposalService,
|
||||
AIRequestResult,
|
||||
BookingProposalResult,
|
||||
GenerateBookingContext,
|
||||
GenerateMatchContext,
|
||||
MatchProposalResult,
|
||||
} from '@/lib/ai/proposal-service'
|
||||
import { generateMatchForExtension } from './generate-match'
|
||||
import { generateBookingForExtension } from './generate-booking'
|
||||
|
||||
export class BedrockAIProposalService implements AIProposalService {
|
||||
isEnabled(): boolean {
|
||||
// The extension only loads when enabled in extensions.config.json, so any
|
||||
// registered instance is enabled by definition. We still gate on AWS
|
||||
// credentials so a misconfigured env surfaces as "null -> needs_manual"
|
||||
// rather than a Bedrock exception per call.
|
||||
return Boolean(
|
||||
process.env.AWS_ACCESS_KEY_ID &&
|
||||
process.env.AWS_SECRET_ACCESS_KEY &&
|
||||
process.env.AWS_REGION
|
||||
)
|
||||
}
|
||||
|
||||
async generateMatchProposal(
|
||||
ctx: GenerateMatchContext
|
||||
): Promise<MatchProposalResult | AIRequestResult | null> {
|
||||
if (!this.isEnabled()) return null
|
||||
return generateMatchForExtension(ctx)
|
||||
}
|
||||
|
||||
async generateBookingProposal(
|
||||
ctx: GenerateBookingContext
|
||||
): Promise<BookingProposalResult | AIRequestResult | null> {
|
||||
if (!this.isEnabled()) return null
|
||||
return generateBookingForExtension(ctx)
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,328 @@
|
||||
/**
|
||||
* Booking proposal generator for the ai-agent extension.
|
||||
*
|
||||
* Takes a matched receipt + transaction and returns a balanced journal-entry
|
||||
* proposal in the BookingProposalPayload shape. Uses existing counterparty
|
||||
* templates as seeds in the prompt so recurring merchants converge fast.
|
||||
*
|
||||
* Returns an AIRequestResult when the LLM chooses to clarify (e.g.,
|
||||
* can't tell business vs private), or null on outage.
|
||||
*
|
||||
* Also verifies the proposed lines balance (sum debits = sum credits); when
|
||||
* the LLM returns unbalanced lines the result is degraded to a clarify ask
|
||||
* rather than being silently wrong.
|
||||
*/
|
||||
|
||||
import {
|
||||
ConverseCommand,
|
||||
type ContentBlock,
|
||||
type Message,
|
||||
} from '@aws-sdk/client-bedrock-runtime'
|
||||
import { findFiscalPeriod } from '@/lib/bookkeeping/engine'
|
||||
import { createClient as createServiceClient } from '@supabase/supabase-js'
|
||||
import type {
|
||||
AIRequestResult,
|
||||
BookingProposalResult,
|
||||
GenerateBookingContext,
|
||||
} from '@/lib/ai/proposal-service'
|
||||
import type {
|
||||
BookingProposalLine,
|
||||
BookingProposalCounterpartyTemplate,
|
||||
BookingProposalPayload,
|
||||
VatTreatment,
|
||||
} from '@/types'
|
||||
import { getBedrockClient, getModelId, getMaxTokens } from './bedrock-client'
|
||||
import {
|
||||
BOOKING_PROMPT_VERSION,
|
||||
BOOKING_SYSTEM_PROMPT,
|
||||
BOOKING_TOOL_CONFIG,
|
||||
} from './prompts/booking-prompt'
|
||||
|
||||
export async function generateBookingForExtension(
|
||||
ctx: GenerateBookingContext
|
||||
): Promise<BookingProposalResult | AIRequestResult | null> {
|
||||
const serviceClient = createServiceClient(
|
||||
process.env.NEXT_PUBLIC_SUPABASE_URL!,
|
||||
process.env.SUPABASE_SERVICE_ROLE_KEY!
|
||||
)
|
||||
|
||||
// Resolve fiscal period for the transaction date — a prerequisite for any booking.
|
||||
const fiscalPeriodId = await findFiscalPeriod(
|
||||
serviceClient,
|
||||
ctx.companyId,
|
||||
ctx.matchedTransaction.date
|
||||
)
|
||||
|
||||
if (!fiscalPeriodId) {
|
||||
return {
|
||||
kind: 'request',
|
||||
request: {
|
||||
request_type: 'needs_manual',
|
||||
message:
|
||||
'Ingen öppen räkenskapsperiod täcker transaktionens datum. Skapa perioden eller bokför manuellt.',
|
||||
},
|
||||
provenance: { prompt_version: BOOKING_PROMPT_VERSION },
|
||||
}
|
||||
}
|
||||
|
||||
// Brief the LLM with receipt + transaction + relevant templates.
|
||||
const extracted = ctx.inboxItem.extracted_data as Record<string, unknown> | null
|
||||
const relevantTemplates = ctx.existingTemplates
|
||||
.filter((t) => t.is_active)
|
||||
.slice(0, 20)
|
||||
.map((t) => ({
|
||||
counterparty: t.counterparty_name,
|
||||
debit: t.debit_account,
|
||||
credit: t.credit_account,
|
||||
vat_treatment: t.vat_treatment,
|
||||
category: t.category,
|
||||
source: t.source,
|
||||
occurrences: t.occurrence_count,
|
||||
}))
|
||||
|
||||
const userPrompt = `Kvittodata (extraherad):
|
||||
${JSON.stringify(extracted, null, 2)}
|
||||
|
||||
Matchad banktransaktion:
|
||||
${JSON.stringify(
|
||||
{
|
||||
id: ctx.matchedTransaction.id,
|
||||
date: ctx.matchedTransaction.date,
|
||||
description: ctx.matchedTransaction.description,
|
||||
amount: ctx.matchedTransaction.amount,
|
||||
amount_sek: ctx.matchedTransaction.amount_sek,
|
||||
currency: ctx.matchedTransaction.currency,
|
||||
merchant_name: ctx.matchedTransaction.merchant_name,
|
||||
},
|
||||
null,
|
||||
2
|
||||
)}
|
||||
|
||||
Företagstyp: ${ctx.entityType}
|
||||
|
||||
Befintliga motpartsmallar (upp till 20):
|
||||
${JSON.stringify(relevantTemplates, null, 2)}
|
||||
|
||||
Föreslå ett balanserat verifikat. Transaktionens belopp är bruttobeloppet som betalas från 1930.`
|
||||
|
||||
const messages: Message[] = [{ role: 'user', content: [{ text: userPrompt }] }]
|
||||
|
||||
let response
|
||||
try {
|
||||
response = await getBedrockClient().send(
|
||||
new ConverseCommand({
|
||||
modelId: getModelId(),
|
||||
messages,
|
||||
system: [{ text: BOOKING_SYSTEM_PROMPT }],
|
||||
toolConfig: BOOKING_TOOL_CONFIG,
|
||||
inferenceConfig: { maxTokens: getMaxTokens(), temperature: 0 },
|
||||
})
|
||||
)
|
||||
} catch (err) {
|
||||
console.error('[ai-agent/booking] Bedrock call failed:', err)
|
||||
return null
|
||||
}
|
||||
|
||||
const usage = {
|
||||
input_tokens: response.usage?.inputTokens ?? 0,
|
||||
output_tokens: response.usage?.outputTokens ?? 0,
|
||||
}
|
||||
|
||||
const toolUse = response.output?.message?.content?.find(
|
||||
(b): b is ContentBlock.ToolUseMember => 'toolUse' in b && b.toolUse !== undefined
|
||||
)
|
||||
|
||||
if (!toolUse?.toolUse?.input) return null
|
||||
|
||||
const raw = toolUse.toolUse.input as Record<string, unknown>
|
||||
const action = raw.action === 'clarify_business_private' ? 'clarify_business_private' : 'propose'
|
||||
const confidence = clampConfidence(Number(raw.confidence))
|
||||
const reasoning = typeof raw.reasoning === 'string' ? raw.reasoning.trim() : ''
|
||||
|
||||
if (action === 'clarify_business_private') {
|
||||
return {
|
||||
kind: 'request',
|
||||
request: {
|
||||
request_type: 'clarify_business_private',
|
||||
message:
|
||||
typeof raw.clarify_message === 'string' && raw.clarify_message.trim().length > 0
|
||||
? raw.clarify_message.trim()
|
||||
: 'Är detta en affärsutgift eller privat?',
|
||||
required_fields: { is_business: 'boolean' },
|
||||
},
|
||||
provenance: {
|
||||
model: getModelId(),
|
||||
prompt_version: BOOKING_PROMPT_VERSION,
|
||||
input_tokens: usage.input_tokens,
|
||||
output_tokens: usage.output_tokens,
|
||||
},
|
||||
}
|
||||
}
|
||||
|
||||
const proposalRaw = raw.proposal as Record<string, unknown> | null | undefined
|
||||
if (!proposalRaw) {
|
||||
return null
|
||||
}
|
||||
|
||||
const rawLines = extractLines(proposalRaw.lines)
|
||||
const vatTreatment = extractVatTreatment(proposalRaw.vat_treatment)
|
||||
const defaultPrivate = Boolean(proposalRaw.default_private)
|
||||
const counterpartyTpl = extractCounterpartyTemplate(proposalRaw.counterparty_template_proposal)
|
||||
|
||||
// Claude often returns lines that are off by a cent or two due to the way
|
||||
// it does 25% VAT math on awkward totals (e.g. 183,30 split as net 146,64
|
||||
// + VAT 36,66 — fine — but sometimes 146,64 + 36,67 from rounding up).
|
||||
// Repair those silently; the journal engine can't post unbalanced entries
|
||||
// anyway, and the human-facing answer (same accounts, same rate) is identical.
|
||||
const { lines, repaired } = repairRounding(rawLines)
|
||||
|
||||
if (!linesBalanced(lines)) {
|
||||
const totalDebit = lines.reduce((s, l) => s + l.debit_amount, 0)
|
||||
const totalCredit = lines.reduce((s, l) => s + l.credit_amount, 0)
|
||||
console.warn('[ai-agent/generate-booking] unbalanced proposal', {
|
||||
totalDebit, totalCredit, diff: totalDebit - totalCredit, lines,
|
||||
})
|
||||
return {
|
||||
kind: 'request',
|
||||
request: {
|
||||
request_type: 'needs_manual',
|
||||
message:
|
||||
`AI:n producerade ett obalanserat verifikat (debet ${totalDebit.toFixed(2)} vs kredit ${totalCredit.toFixed(2)}). Bokför manuellt eller försök igen via Bearbeta befintliga.`,
|
||||
},
|
||||
provenance: {
|
||||
model: getModelId(),
|
||||
prompt_version: BOOKING_PROMPT_VERSION,
|
||||
input_tokens: usage.input_tokens,
|
||||
output_tokens: usage.output_tokens,
|
||||
},
|
||||
}
|
||||
}
|
||||
if (repaired) {
|
||||
console.log('[ai-agent/generate-booking] auto-repaired rounding on booking lines')
|
||||
}
|
||||
|
||||
const payload: BookingProposalPayload = {
|
||||
lines,
|
||||
vat_treatment: vatTreatment,
|
||||
default_private: defaultPrivate,
|
||||
counterparty_template_proposal: counterpartyTpl,
|
||||
fiscal_period_id: fiscalPeriodId,
|
||||
entry_date: ctx.matchedTransaction.date,
|
||||
description: buildDescription(ctx),
|
||||
}
|
||||
|
||||
return {
|
||||
kind: 'proposal',
|
||||
proposal: payload,
|
||||
confidence,
|
||||
reasoning,
|
||||
provenance: {
|
||||
model: getModelId(),
|
||||
prompt_version: BOOKING_PROMPT_VERSION,
|
||||
input_tokens: usage.input_tokens,
|
||||
output_tokens: usage.output_tokens,
|
||||
},
|
||||
}
|
||||
}
|
||||
|
||||
function clampConfidence(raw: number): number {
|
||||
if (!isFinite(raw)) return 0
|
||||
return Math.min(1, Math.max(0, raw / 100))
|
||||
}
|
||||
|
||||
function extractLines(raw: unknown): BookingProposalLine[] {
|
||||
if (!Array.isArray(raw)) return []
|
||||
return raw
|
||||
.map((item) => item as Record<string, unknown>)
|
||||
.filter((item) => typeof item.account_number === 'string')
|
||||
.map((item) => ({
|
||||
account_number: String(item.account_number),
|
||||
debit_amount: Number(item.debit_amount) || 0,
|
||||
credit_amount: Number(item.credit_amount) || 0,
|
||||
description: typeof item.description === 'string' ? item.description : '',
|
||||
}))
|
||||
}
|
||||
|
||||
function extractVatTreatment(raw: unknown): VatTreatment | null {
|
||||
const allowed: VatTreatment[] = [
|
||||
'standard_25',
|
||||
'reduced_12',
|
||||
'reduced_6',
|
||||
'reverse_charge',
|
||||
'export',
|
||||
'exempt',
|
||||
]
|
||||
if (typeof raw !== 'string') return null
|
||||
return (allowed as string[]).includes(raw) ? (raw as VatTreatment) : null
|
||||
}
|
||||
|
||||
function extractCounterpartyTemplate(
|
||||
raw: unknown
|
||||
): BookingProposalCounterpartyTemplate | null {
|
||||
if (!raw || typeof raw !== 'object') return null
|
||||
const r = raw as Record<string, unknown>
|
||||
if (
|
||||
typeof r.counterparty_name !== 'string' ||
|
||||
typeof r.debit_account !== 'string' ||
|
||||
typeof r.credit_account !== 'string'
|
||||
) {
|
||||
return null
|
||||
}
|
||||
return {
|
||||
counterparty_name: r.counterparty_name,
|
||||
debit_account: r.debit_account,
|
||||
credit_account: r.credit_account,
|
||||
vat_treatment: extractVatTreatment(r.vat_treatment),
|
||||
category:
|
||||
typeof r.category === 'string' && r.category.length > 0
|
||||
? (r.category as BookingProposalCounterpartyTemplate['category'])
|
||||
: null,
|
||||
}
|
||||
}
|
||||
|
||||
function linesBalanced(lines: BookingProposalLine[]): boolean {
|
||||
if (lines.length < 2) return false
|
||||
const totalDebit = lines.reduce((sum, l) => sum + l.debit_amount, 0)
|
||||
const totalCredit = lines.reduce((sum, l) => sum + l.credit_amount, 0)
|
||||
return Math.abs(totalDebit - totalCredit) < 0.005 && totalDebit > 0
|
||||
}
|
||||
|
||||
// Adjust sub-5-öre discrepancies silently by nudging the largest debit
|
||||
// line. Only repairs imbalances up to 0.05 kr — anything larger is treated
|
||||
// as a real error (Claude got confused, not just a rounding quirk) and
|
||||
// bubbles up via the existing needs_manual fallback.
|
||||
function repairRounding(lines: BookingProposalLine[]): { lines: BookingProposalLine[]; repaired: boolean } {
|
||||
if (lines.length < 2) return { lines, repaired: false }
|
||||
const totalDebit = lines.reduce((sum, l) => sum + l.debit_amount, 0)
|
||||
const totalCredit = lines.reduce((sum, l) => sum + l.credit_amount, 0)
|
||||
const diff = totalDebit - totalCredit
|
||||
const absDiff = Math.abs(diff)
|
||||
|
||||
if (absDiff < 0.005) return { lines, repaired: false }
|
||||
if (absDiff > 0.05) return { lines, repaired: false }
|
||||
|
||||
// Pick the single biggest debit line to absorb the adjustment — usually
|
||||
// the expense account, not the VAT line. Subtract if debit is over,
|
||||
// add if debit is under. Round to öre precision.
|
||||
const withIndex = lines.map((l, idx) => ({ l, idx }))
|
||||
const biggestDebit = withIndex
|
||||
.filter((x) => x.l.debit_amount > 0)
|
||||
.sort((a, b) => b.l.debit_amount - a.l.debit_amount)[0]
|
||||
if (!biggestDebit) return { lines, repaired: false }
|
||||
|
||||
const adjusted = [...lines]
|
||||
const current = adjusted[biggestDebit.idx]
|
||||
adjusted[biggestDebit.idx] = {
|
||||
...current,
|
||||
debit_amount: Math.round((current.debit_amount - diff) * 100) / 100,
|
||||
}
|
||||
return { lines: adjusted, repaired: true }
|
||||
}
|
||||
|
||||
function buildDescription(ctx: GenerateBookingContext): string {
|
||||
const merchant =
|
||||
ctx.matchedTransaction.merchant_name ||
|
||||
ctx.matchedTransaction.description ||
|
||||
'Okänd handlare'
|
||||
return `AI-förslag: ${merchant}`
|
||||
}
|
||||
@@ -0,0 +1,194 @@
|
||||
/**
|
||||
* Match proposal generator for the ai-agent extension.
|
||||
*
|
||||
* Returns a MatchProposalResult when the LLM identifies a good candidate,
|
||||
* an AIRequestResult when input is insufficient (bad extraction) or no
|
||||
* candidates are available (user must upload the missing transaction first),
|
||||
* or null on Bedrock outage so the orchestrator emits a 'needs_manual' ask.
|
||||
*/
|
||||
|
||||
import {
|
||||
ConverseCommand,
|
||||
type ContentBlock,
|
||||
type Message,
|
||||
} from '@aws-sdk/client-bedrock-runtime'
|
||||
import { createClient as createServiceClient } from '@supabase/supabase-js'
|
||||
import { fetchCandidateTransactions, getMatchAnchors } from '@/extensions/general/inbox-smart-match/lib/fetch-candidates'
|
||||
import type { ExtractedDocument } from '@/extensions/general/inbox-smart-match/lib/fetch-candidates'
|
||||
import type {
|
||||
AIRequestResult,
|
||||
GenerateMatchContext,
|
||||
MatchProposalResult,
|
||||
} from '@/lib/ai/proposal-service'
|
||||
import type { MatchProposalAlternative } from '@/types'
|
||||
import { getBedrockClient, getModelId, getMaxTokens } from './bedrock-client'
|
||||
import {
|
||||
MATCH_PROMPT_VERSION,
|
||||
MATCH_SYSTEM_PROMPT,
|
||||
MATCH_TOOL_CONFIG,
|
||||
} from './prompts/match-prompt'
|
||||
|
||||
export async function generateMatchForExtension(
|
||||
ctx: GenerateMatchContext
|
||||
): Promise<MatchProposalResult | AIRequestResult | null> {
|
||||
const extracted = ctx.inboxItem.extracted_data as unknown as ExtractedDocument | null
|
||||
|
||||
// Guard: extraction quality.
|
||||
const anchors = getMatchAnchors(extracted)
|
||||
if (!anchors) {
|
||||
return {
|
||||
kind: 'request',
|
||||
request: {
|
||||
request_type: 'reupload_document',
|
||||
message:
|
||||
'Jag kunde inte läsa av datum eller belopp från kvittot. Ladda upp en tydligare bild så försöker jag igen.',
|
||||
},
|
||||
provenance: { prompt_version: MATCH_PROMPT_VERSION },
|
||||
}
|
||||
}
|
||||
|
||||
// Fetch candidates using the shared deterministic narrowing.
|
||||
const serviceClient = createServiceClient(
|
||||
process.env.NEXT_PUBLIC_SUPABASE_URL!,
|
||||
process.env.SUPABASE_SERVICE_ROLE_KEY!
|
||||
)
|
||||
|
||||
let candidates
|
||||
try {
|
||||
candidates = await fetchCandidateTransactions(serviceClient, ctx.companyId, extracted)
|
||||
} catch (err) {
|
||||
console.error('[ai-agent/match] fetchCandidateTransactions failed:', err)
|
||||
return null
|
||||
}
|
||||
|
||||
if (candidates.length === 0) {
|
||||
return {
|
||||
kind: 'request',
|
||||
request: {
|
||||
request_type: 'pick_transaction',
|
||||
message:
|
||||
'Jag hittade ingen matchande banktransaktion. Vänta på nästa banksync eller välj manuellt.',
|
||||
options: { candidates: [] },
|
||||
},
|
||||
provenance: { prompt_version: MATCH_PROMPT_VERSION },
|
||||
}
|
||||
}
|
||||
|
||||
// Call Bedrock.
|
||||
const receiptBrief = {
|
||||
merchant: anchors.counterpartyName,
|
||||
amount: anchors.amount,
|
||||
currency: anchors.currency,
|
||||
date: anchors.date,
|
||||
vat_amount: extracted?.totals?.vatAmount ?? null,
|
||||
}
|
||||
|
||||
const candidateLines = candidates.map((c) => ({
|
||||
id: c.id,
|
||||
date: c.date,
|
||||
description: c.description,
|
||||
amount: c.amount,
|
||||
amount_sek: c.amount_sek,
|
||||
currency: c.currency,
|
||||
merchant_name: c.merchant_name,
|
||||
}))
|
||||
|
||||
const userPrompt = `Kvitto:
|
||||
${JSON.stringify(receiptBrief, null, 2)}
|
||||
|
||||
Kandidat-transaktioner:
|
||||
${JSON.stringify(candidateLines, null, 2)}
|
||||
|
||||
Vilken matchar? Om ingen matchar, returnera matched=false.`
|
||||
|
||||
const messages: Message[] = [{ role: 'user', content: [{ text: userPrompt }] }]
|
||||
|
||||
let response
|
||||
try {
|
||||
response = await getBedrockClient().send(
|
||||
new ConverseCommand({
|
||||
modelId: getModelId(),
|
||||
messages,
|
||||
system: [{ text: MATCH_SYSTEM_PROMPT }],
|
||||
toolConfig: MATCH_TOOL_CONFIG,
|
||||
inferenceConfig: { maxTokens: getMaxTokens(), temperature: 0 },
|
||||
})
|
||||
)
|
||||
} catch (err) {
|
||||
console.error('[ai-agent/match] Bedrock call failed:', err)
|
||||
return null
|
||||
}
|
||||
|
||||
const usage = {
|
||||
input_tokens: response.usage?.inputTokens ?? 0,
|
||||
output_tokens: response.usage?.outputTokens ?? 0,
|
||||
}
|
||||
|
||||
const toolUse = response.output?.message?.content?.find(
|
||||
(b): b is ContentBlock.ToolUseMember => 'toolUse' in b && b.toolUse !== undefined
|
||||
)
|
||||
|
||||
if (!toolUse?.toolUse?.input) {
|
||||
return null
|
||||
}
|
||||
|
||||
const raw = toolUse.toolUse.input as Record<string, unknown>
|
||||
const matched = Boolean(raw.matched)
|
||||
const rawId = typeof raw.transaction_id === 'string' ? raw.transaction_id : null
|
||||
const confidence = clampConfidence(Number(raw.confidence))
|
||||
const reasoning = typeof raw.reasoning === 'string' ? raw.reasoning.trim() : ''
|
||||
|
||||
// Resolve alternatives, filtering to only valid candidate IDs.
|
||||
const candidateIds = new Set(candidates.map((c) => c.id))
|
||||
const rawAlts = Array.isArray(raw.alternatives) ? raw.alternatives : []
|
||||
const alternatives: MatchProposalAlternative[] = rawAlts
|
||||
.map((a) => a as Record<string, unknown>)
|
||||
.filter((a) => typeof a.transaction_id === 'string' && candidateIds.has(a.transaction_id as string))
|
||||
.map((a) => ({
|
||||
transaction_id: a.transaction_id as string,
|
||||
confidence: clampConfidence(Number(a.confidence)),
|
||||
reasoning: typeof a.reasoning === 'string' ? a.reasoning.trim() : '',
|
||||
}))
|
||||
.slice(0, 3)
|
||||
|
||||
if (!matched || !rawId || !candidateIds.has(rawId)) {
|
||||
// LLM declined or returned unresolvable ID — degrade to pick_transaction ask.
|
||||
return {
|
||||
kind: 'request',
|
||||
request: {
|
||||
request_type: 'pick_transaction',
|
||||
message:
|
||||
'AI:n är osäker på matchning. Välj manuellt bland kandidaterna eller vänta på fler banktransaktioner.',
|
||||
options: { candidates: candidateLines },
|
||||
},
|
||||
provenance: {
|
||||
model: getModelId(),
|
||||
prompt_version: MATCH_PROMPT_VERSION,
|
||||
input_tokens: usage.input_tokens,
|
||||
output_tokens: usage.output_tokens,
|
||||
},
|
||||
}
|
||||
}
|
||||
|
||||
return {
|
||||
kind: 'proposal',
|
||||
proposal: {
|
||||
matched_transaction_id: rawId,
|
||||
alternatives,
|
||||
top_confidence: confidence,
|
||||
},
|
||||
confidence,
|
||||
reasoning,
|
||||
provenance: {
|
||||
model: getModelId(),
|
||||
prompt_version: MATCH_PROMPT_VERSION,
|
||||
input_tokens: usage.input_tokens,
|
||||
output_tokens: usage.output_tokens,
|
||||
},
|
||||
}
|
||||
}
|
||||
|
||||
function clampConfidence(raw: number): number {
|
||||
if (!isFinite(raw)) return 0
|
||||
return Math.min(1, Math.max(0, raw / 100))
|
||||
}
|
||||
@@ -0,0 +1,166 @@
|
||||
/**
|
||||
* Booking prompt — given an extracted receipt + matched transaction + any
|
||||
* existing counterparty templates, propose a complete journal entry.
|
||||
*
|
||||
* The v1 schema is deliberately narrow: standard expense with input VAT
|
||||
* (optional) paid from 1930. Reverse-charge / EU / import paths are out
|
||||
* of scope for the first receipts-only release; those still funnel to
|
||||
* manual via a clarify_business_private request if the LLM is unsure.
|
||||
*/
|
||||
|
||||
import type { ToolConfiguration } from '@aws-sdk/client-bedrock-runtime'
|
||||
|
||||
export const BOOKING_PROMPT_VERSION = '2026-04-27-v3'
|
||||
|
||||
export const BOOKING_SYSTEM_PROMPT = `Du är en expert på svensk bokföring enligt BAS-kontoplanen. Du föreslår hur ett kvitto ska bokföras mot en matchad banktransaktion.
|
||||
|
||||
Indata:
|
||||
- Extraherad kvittodata (handlare, belopp, moms, datum)
|
||||
- Matchad banktransaktion (beskrivning, belopp, datum)
|
||||
- Företagstyp (enskild firma eller aktiebolag)
|
||||
- Befintliga mallar för samma motpart (om några)
|
||||
|
||||
Uppgift: föreslå ett balanserat verifikat (Debet = Kredit). Verifikatet MÅSTE balansera: summan av alla debet-rader ska vara EXAKT lika med summan av alla kredit-rader.
|
||||
|
||||
Mönstret för en standardutgift med svensk moms:
|
||||
Debet 5xxx/6xxx (kostnadskonto, nettobelopp)
|
||||
Debet 2641 Ingående moms (om standardmoms 25%, 12% eller 6%)
|
||||
Kredit 1930 Företagskonto (bruttobelopp)
|
||||
|
||||
Mönstret för en utgift utan svensk moms (utländsk leverantör, momsfritt kvitto):
|
||||
Debet 5xxx/6xxx (kostnadskonto, hela beloppet)
|
||||
Kredit 1930 Företagskonto (hela beloppet)
|
||||
|
||||
Om privat uttag (enskild firma) — använd 2013 istället för kostnadskontot.
|
||||
|
||||
Riktlinjer:
|
||||
- Välj lämpligt BAS-kostnadskonto utifrån typ av inköp (t.ex. 5410 IT-utrustning, 5611 Drivmedel, 5810 Representation, 6540 IT-tjänster)
|
||||
- Momsavdrag: standard 25% → 2641, 12% → 2641, 6% → 2641. Sätt vat_treatment 'standard_25' / 'reduced_12' / 'reduced_6'.
|
||||
- Om kvittot saknar momsspecifikation men är svensk handelsrelaterad — anta standard_25
|
||||
- Om kvittot är från en utländsk leverantör (ej svensk org/momsnummer) och INTE visar någon moms — använd mönstret utan moms. Sätt vat_treatment='exempt'. Använd INTE kontona 2614, 2615, 2645, 2646, 2647, 2648 — omvänd skattskyldighet är utanför scope i v1.
|
||||
- Om inköpet troligen är privat (t.ex. matvaror för hushåll, nöjen) och företagstyp = enskild firma — sätt default_private=true och använd 2013
|
||||
- Representation: endast 50% moms avdragsgillt — för v1, föreslå utan reducering och flagga i reasoning att användaren bör kontrollera
|
||||
- Om du är osäker på business vs private, eller om fakturan ser ut att kräva omvänd skattskyldighet (t.ex. EU-leverantör med momsnummer men 0% moms) — returnera hellre ett ai_request av typ 'clarify_business_private' än att gissa
|
||||
|
||||
VIKTIGT — momsövergång på livsmedel (Prop. 2025/26:55):
|
||||
- Från och med 1 april 2026 (t.o.m. 31 december 2027) sänks momsen på livsmedel från 12 % till 6 %. Återgår till 12 % den 1 januari 2028.
|
||||
- Avgör momssats utifrån KVITTOTS DATUM (matchad transaktionsdatum):
|
||||
* Livsmedel/dagligvaror (ICA, Coop, Hemköp, Willys, Lidl, City Gross, Tempo, Mathem, Netto, Mat.se m.fl.):
|
||||
- Datum < 2026-04-01: vat_treatment='reduced_12'
|
||||
- Datum 2026-04-01 — 2027-12-31: vat_treatment='reduced_6'
|
||||
- Datum >= 2028-01-01: vat_treatment='reduced_12'
|
||||
* Restaurang/servering (eat-in på restaurang, café, lunchställe, bistro): ALLTID vat_treatment='reduced_12' (omfattas inte av sänkningen).
|
||||
* Take-away/avhämtning räknas som livsmedel — följ datumlogiken ovan.
|
||||
* Alkohol är alltid 25 % oavsett — om kvittot uppenbart är alkohol, vat_treatment='standard_25'.
|
||||
- Om det är otydligt om kvittot är livsmedel eller servering (t.ex. ICA med både matvaror och deli), välj den dominerande posten utifrån beloppet och förklara valet i reasoning.
|
||||
|
||||
KONTROLLERA innan du returnerar: addera alla debit_amount, addera alla credit_amount, verifiera att summorna är EXAKT lika. Om de inte är det — räkna om.
|
||||
|
||||
Resonera på svenska. Var konkret: vilket konto och varför.
|
||||
|
||||
Anropa ALLTID verktyget propose_booking med resultatet.`
|
||||
|
||||
export const BOOKING_TOOL_CONFIG: ToolConfiguration = {
|
||||
tools: [
|
||||
{
|
||||
toolSpec: {
|
||||
name: 'propose_booking',
|
||||
description: 'Returnera ett balanserat verifikatförslag eller en fråga till användaren',
|
||||
inputSchema: {
|
||||
json: {
|
||||
type: 'object',
|
||||
required: ['action', 'confidence', 'reasoning'],
|
||||
properties: {
|
||||
action: {
|
||||
type: 'string',
|
||||
enum: ['propose', 'clarify_business_private'],
|
||||
description:
|
||||
'propose = konkret förslag. clarify_business_private = be användaren avgöra om privat/business.',
|
||||
},
|
||||
confidence: {
|
||||
type: 'integer',
|
||||
minimum: 0,
|
||||
maximum: 100,
|
||||
},
|
||||
reasoning: {
|
||||
type: 'string',
|
||||
description: '1-3 meningar på svenska som förklarar förslaget.',
|
||||
},
|
||||
proposal: {
|
||||
type: ['object', 'null'],
|
||||
description: 'Endast när action=propose.',
|
||||
required: ['lines', 'vat_treatment', 'default_private'],
|
||||
properties: {
|
||||
lines: {
|
||||
type: 'array',
|
||||
minItems: 2,
|
||||
items: {
|
||||
type: 'object',
|
||||
required: ['account_number', 'debit_amount', 'credit_amount', 'description'],
|
||||
properties: {
|
||||
account_number: {
|
||||
type: 'string',
|
||||
pattern: '^\\d{4}$',
|
||||
description: '4-siffrigt BAS-kontonummer',
|
||||
},
|
||||
debit_amount: { type: 'number', minimum: 0 },
|
||||
credit_amount: { type: 'number', minimum: 0 },
|
||||
description: { type: 'string' },
|
||||
},
|
||||
},
|
||||
},
|
||||
vat_treatment: {
|
||||
type: ['string', 'null'],
|
||||
enum: [
|
||||
'standard_25',
|
||||
'reduced_12',
|
||||
'reduced_6',
|
||||
'reverse_charge',
|
||||
'export',
|
||||
'exempt',
|
||||
null,
|
||||
],
|
||||
},
|
||||
default_private: {
|
||||
type: 'boolean',
|
||||
description: 'true för privat uttag (enskild firma 2013)',
|
||||
},
|
||||
counterparty_template_proposal: {
|
||||
type: ['object', 'null'],
|
||||
description:
|
||||
'Föreslå en motpartsmall om handlaren är återkommande och bokföringsmönstret är tydligt.',
|
||||
required: ['counterparty_name', 'debit_account', 'credit_account'],
|
||||
properties: {
|
||||
counterparty_name: { type: 'string' },
|
||||
debit_account: { type: 'string', pattern: '^\\d{4}$' },
|
||||
credit_account: { type: 'string', pattern: '^\\d{4}$' },
|
||||
vat_treatment: {
|
||||
type: ['string', 'null'],
|
||||
enum: [
|
||||
'standard_25',
|
||||
'reduced_12',
|
||||
'reduced_6',
|
||||
'reverse_charge',
|
||||
'export',
|
||||
'exempt',
|
||||
null,
|
||||
],
|
||||
},
|
||||
category: { type: ['string', 'null'] },
|
||||
},
|
||||
},
|
||||
},
|
||||
},
|
||||
clarify_message: {
|
||||
type: ['string', 'null'],
|
||||
description:
|
||||
'Endast när action=clarify_business_private. Kort fråga på svenska till användaren.',
|
||||
},
|
||||
},
|
||||
},
|
||||
},
|
||||
},
|
||||
},
|
||||
],
|
||||
toolChoice: { any: {} },
|
||||
}
|
||||
@@ -0,0 +1,80 @@
|
||||
/**
|
||||
* Match prompt — given an extracted receipt + candidate transactions,
|
||||
* the LLM picks the best match (or explains that none fit).
|
||||
*
|
||||
* Bump MATCH_PROMPT_VERSION on any prompt change so the pinned version on
|
||||
* stored proposals remains accurate for audit + drift analysis.
|
||||
*/
|
||||
|
||||
import type { ToolConfiguration } from '@aws-sdk/client-bedrock-runtime'
|
||||
|
||||
export const MATCH_PROMPT_VERSION = '2026-04-23-v1'
|
||||
|
||||
export const MATCH_SYSTEM_PROMPT = `Du är en expert på svensk bokföring. Du matchar kvitton mot banktransaktioner för ett företag som använder gnubok.
|
||||
|
||||
Indata:
|
||||
- Extraherad kvittodata (handlare, belopp, valuta, datum, momsbelopp)
|
||||
- Upp till 5 kandidat-banktransaktioner (id, beskrivning, belopp, valuta, datum)
|
||||
|
||||
Uppgift: identifiera vilken (om någon) banktransaktion motsvarar kvittot.
|
||||
|
||||
Riktlinjer:
|
||||
- Belopp bör vara identiskt eller väldigt nära (valutaväxling tillkommer om olika valutor)
|
||||
- Datum: banktransaktionen bokförs ofta 0-3 dagar efter kvittodatumet
|
||||
- Bankbeskrivningar är ofta förkortade versaler — matcha semantiskt, inte bokstavligt
|
||||
- Om inget är trovärdigt, returnera matched=false med en kort motivering
|
||||
- Motivera alltid kort på svenska varför du valde (eller inte valde)
|
||||
|
||||
Anropa ALLTID verktyget match_receipt_for_agent med resultatet.`
|
||||
|
||||
export const MATCH_TOOL_CONFIG: ToolConfiguration = {
|
||||
tools: [
|
||||
{
|
||||
toolSpec: {
|
||||
name: 'match_receipt_for_agent',
|
||||
description: 'Returnera den bäst matchande kandidaten eller förklara att ingen matchar',
|
||||
inputSchema: {
|
||||
json: {
|
||||
type: 'object',
|
||||
required: ['matched', 'confidence', 'reasoning', 'alternatives'],
|
||||
properties: {
|
||||
matched: {
|
||||
type: 'boolean',
|
||||
description: 'true om en kandidat matchar, annars false',
|
||||
},
|
||||
transaction_id: {
|
||||
type: ['string', 'null'],
|
||||
description: 'id för vald kandidat (null när matched=false)',
|
||||
},
|
||||
confidence: {
|
||||
type: 'integer',
|
||||
minimum: 0,
|
||||
maximum: 100,
|
||||
description: 'Säkerhet 0-100. Sätt lågt när matched=false.',
|
||||
},
|
||||
reasoning: {
|
||||
type: 'string',
|
||||
description: '1-2 meningar på svenska som förklarar valet.',
|
||||
},
|
||||
alternatives: {
|
||||
type: 'array',
|
||||
description:
|
||||
'Upp till 3 övriga kandidater som användaren kan välja istället, rankade efter sannolikhet (endast tillagda om matched=true).',
|
||||
items: {
|
||||
type: 'object',
|
||||
required: ['transaction_id', 'confidence', 'reasoning'],
|
||||
properties: {
|
||||
transaction_id: { type: 'string' },
|
||||
confidence: { type: 'integer', minimum: 0, maximum: 100 },
|
||||
reasoning: { type: 'string' },
|
||||
},
|
||||
},
|
||||
},
|
||||
},
|
||||
},
|
||||
},
|
||||
},
|
||||
},
|
||||
],
|
||||
toolChoice: { any: {} },
|
||||
}
|
||||
@@ -0,0 +1,23 @@
|
||||
{
|
||||
"id": "ai-agent",
|
||||
"sector": "general",
|
||||
"exportName": "aiAgentExtension",
|
||||
"entryPoint": "@/extensions/general/ai-agent",
|
||||
"requiredEnvVars": [
|
||||
"AWS_ACCESS_KEY_ID",
|
||||
"AWS_SECRET_ACCESS_KEY",
|
||||
"AWS_REGION"
|
||||
],
|
||||
"optionalEnvVars": ["BEDROCK_MODEL_ID", "BEDROCK_MAX_TOKENS"],
|
||||
"npmDependencies": ["@aws-sdk/client-bedrock-runtime"],
|
||||
"definition": {
|
||||
"name": "AI-agent (beta)",
|
||||
"category": "operations",
|
||||
"icon": "Sparkles",
|
||||
"dataPattern": "core",
|
||||
"hasOwnData": false,
|
||||
"readsCoreTables": ["invoice_inbox_items", "transactions", "ai_proposals", "ai_requests", "processing_history"],
|
||||
"description": "Autonom bokföring — AI föreslår match + bokföring, du godkänner.",
|
||||
"longDescription": "När ett kvitto kommer in föreslår AI-agenten först vilken banktransaktion som matchar, sedan hur det ska bokföras. Du granskar och godkänner varje steg — inget bokförs automatiskt. Om AI:n inte kan producera ett förslag (oläslig bild, ingen matchande transaktion, osäker moms) frågar den dig specifikt vad som behövs."
|
||||
}
|
||||
}
|
||||
@@ -3,6 +3,8 @@ import { NextResponse } from 'next/server'
|
||||
import { createClient } from '@supabase/supabase-js'
|
||||
import { uploadDocument } from '@/lib/core/documents/document-service'
|
||||
import { classifyDocument } from './lib/classify-document'
|
||||
import { analyzeExpenseWithTextract, checkTotalsAgreement } from './lib/textract-expense'
|
||||
import type { TextractExpenseResult, AgreementResult } from './lib/textract-expense'
|
||||
import {
|
||||
verifyInboundWebhook,
|
||||
fetchReceivingEmail,
|
||||
@@ -88,20 +90,13 @@ async function uploadAndClassify(
|
||||
console.error('[invoice-inbox] Failed to append DocumentIngested:', err)
|
||||
}
|
||||
|
||||
// Classify with AI
|
||||
let classificationResult
|
||||
let classificationError: string | null = null
|
||||
try {
|
||||
classificationResult = await classifyDocument({
|
||||
fileBuffer: Buffer.from(file.buffer),
|
||||
mimeType: file.type,
|
||||
fileName: file.name,
|
||||
})
|
||||
} catch (err) {
|
||||
// Keep the technical message in the server log; present Swedish to users.
|
||||
console.error('[invoice-inbox/classify] Bedrock classify failed:', err)
|
||||
classificationError = toSwedishInboxError(err)
|
||||
}
|
||||
// Classify with AI (Claude) + OCR (Textract) in parallel, then cross-check.
|
||||
const verification = await extractWithVerification(
|
||||
Buffer.from(file.buffer),
|
||||
file.type,
|
||||
file.name
|
||||
)
|
||||
const { classificationResult, classificationError, textract, agreement, needsReview } = verification
|
||||
|
||||
// Audit: DocumentExtractionAttempted (fires whether classification succeeded or failed)
|
||||
try {
|
||||
@@ -163,11 +158,13 @@ async function uploadAndClassify(
|
||||
.insert({
|
||||
company_id: companyId,
|
||||
user_id: userId,
|
||||
status: classificationError ? 'error' : 'ready',
|
||||
// OCR-only rows land as 'ready' with the Textract numbers populated —
|
||||
// still usable, just without Claude's semantic layer.
|
||||
status: classificationError && !textract ? 'error' : 'ready',
|
||||
source,
|
||||
document_id: doc.id,
|
||||
document_type: classificationResult?.documentType || 'unknown',
|
||||
extracted_data: classificationResult?.extractedData || null,
|
||||
document_type: classificationResult?.documentType || (textract ? 'receipt' : 'unknown'),
|
||||
extracted_data: enrichExtractedData(classificationResult, textract, agreement),
|
||||
raw_llm_response: classificationResult?.rawResponse || null,
|
||||
confidence: classificationResult?.confidence
|
||||
? classificationResult.confidence / 100
|
||||
@@ -182,13 +179,18 @@ async function uploadAndClassify(
|
||||
raw_email_payload: emailMeta?.messageId
|
||||
? { messageId: emailMeta.messageId, filename: file.name }
|
||||
: null,
|
||||
error_message: classificationError,
|
||||
// Only surface the error when both reads failed. OCR fallback is a
|
||||
// successful outcome from the user's perspective.
|
||||
error_message: classificationError && !textract ? classificationError : null,
|
||||
correlation_id: correlationId,
|
||||
})
|
||||
.select('*')
|
||||
.single()
|
||||
|
||||
if (inboxError) throw new Error(`Failed to create inbox item: ${inboxError.message}`)
|
||||
if (needsReview) {
|
||||
console.log('[invoice-inbox] OCR disagrees with Claude on inbox', inbox.id, agreement)
|
||||
}
|
||||
|
||||
// Audit: DocumentClassified (only when classification succeeded)
|
||||
if (!classificationError && classificationResult) {
|
||||
@@ -260,6 +262,225 @@ async function uploadAndClassify(
|
||||
}
|
||||
}
|
||||
|
||||
// ── Extraction + OCR cross-check helper ──────────────────────
|
||||
//
|
||||
// Runs Claude (vision) and Textract (receipt-specialized OCR) in parallel on
|
||||
// the same file and returns an agreement verdict. Claude owns structure and
|
||||
// semantics (merchant, line items, VAT treatment); Textract owns the raw
|
||||
// numbers as a hallucination anchor. Disagreement on the total by more than
|
||||
// 1 öre downgrades the row to needs_review so the UI can flag it.
|
||||
//
|
||||
// The two calls are independent; either can fail without killing the other.
|
||||
// Claude-only is the historical default and still works if Textract skips
|
||||
// (unsupported mime, too-large file, missing AWS perms).
|
||||
interface ExtractionWithVerification {
|
||||
classificationResult: Awaited<ReturnType<typeof classifyDocument>> | undefined
|
||||
classificationError: string | null
|
||||
textract: TextractExpenseResult | null
|
||||
agreement: AgreementResult | null
|
||||
needsReview: boolean
|
||||
}
|
||||
|
||||
async function extractWithVerification(
|
||||
fileBuffer: Buffer,
|
||||
mimeType: string,
|
||||
fileName: string
|
||||
): Promise<ExtractionWithVerification> {
|
||||
const claudePromise = classifyDocument({ fileBuffer, mimeType, fileName })
|
||||
.then((r) => ({ ok: true as const, value: r }))
|
||||
.catch((err) => {
|
||||
console.error('[invoice-inbox/classify] Bedrock classify failed:', err)
|
||||
return { ok: false as const, error: toSwedishInboxError(err) }
|
||||
})
|
||||
|
||||
const textractPromise = analyzeExpenseWithTextract(fileBuffer, mimeType)
|
||||
|
||||
const [claudeResult, textract] = await Promise.all([claudePromise, textractPromise])
|
||||
|
||||
const classificationResult = claudeResult.ok ? claudeResult.value : undefined
|
||||
const classificationError = claudeResult.ok ? null : claudeResult.error
|
||||
|
||||
// Pull Claude's receipt/invoice total for comparison. Handles both shapes.
|
||||
const data = classificationResult?.extractedData as
|
||||
| { totals?: { total?: number | null } }
|
||||
| null
|
||||
| undefined
|
||||
const claudeTotal = data?.totals?.total ?? null
|
||||
const agreement = checkTotalsAgreement(claudeTotal, textract)
|
||||
|
||||
// needs_review when the two reads disagree. Missing-total cases are handled
|
||||
// elsewhere (rowNeedsRescan) and shouldn't double-flag here.
|
||||
const needsReview = agreement !== null && !agreement.agrees
|
||||
|
||||
return { classificationResult, classificationError, textract, agreement, needsReview }
|
||||
}
|
||||
|
||||
// Build the enriched extracted_data JSON: Claude's output plus an _ocr and
|
||||
// _verification block. Stays non-breaking — existing consumers read the
|
||||
// top-level fields unchanged; new consumers (UI, audit) can read the nested
|
||||
// verification block.
|
||||
function enrichExtractedData(
|
||||
classificationResult: Awaited<ReturnType<typeof classifyDocument>> | undefined,
|
||||
textract: TextractExpenseResult | null,
|
||||
agreement: AgreementResult | null
|
||||
): Record<string, unknown> | null {
|
||||
if (!classificationResult?.extractedData) {
|
||||
// Claude failed but Textract may have run. Surface OCR as a fallback so
|
||||
// the UI can still show _something_ from the receipt.
|
||||
if (!textract) return null
|
||||
return {
|
||||
merchant: textract.vendor ? { name: textract.vendor.value } : null,
|
||||
receipt: textract.date ? { date: textract.date.value, currency: textract.currency } : null,
|
||||
totals: textract.total
|
||||
? { total: textract.total.value, vatAmount: textract.tax?.value ?? null, subtotal: textract.subtotal?.value ?? null }
|
||||
: null,
|
||||
_ocr: textract,
|
||||
_verification: { claude_available: false },
|
||||
_source: 'ocr_only',
|
||||
}
|
||||
}
|
||||
return {
|
||||
...(classificationResult.extractedData as unknown as Record<string, unknown>),
|
||||
_ocr: textract,
|
||||
_verification: agreement,
|
||||
}
|
||||
}
|
||||
|
||||
// ── Rescan helper ────────────────────────────────────────────
|
||||
|
||||
// Re-runs classification on an existing inbox item's source file. Used by the
|
||||
// per-row "Skanna igen" button and the batch "Skanna oskannade" action so
|
||||
// users can recover rows that errored or came back with incomplete data
|
||||
// without reuploading. The row is updated in place — same id, same document,
|
||||
// refreshed extracted_data and status.
|
||||
async function rescanInboxItem(
|
||||
supabase: import('@supabase/supabase-js').SupabaseClient,
|
||||
companyId: string,
|
||||
inboxItemId: string
|
||||
): Promise<{ ok: true; id: string } | { ok: false; id: string; error: string }> {
|
||||
const { data: item } = await supabase
|
||||
.from('invoice_inbox_items')
|
||||
.select('id, company_id, document_id, correlation_id, status')
|
||||
.eq('id', inboxItemId)
|
||||
.eq('company_id', companyId)
|
||||
.maybeSingle()
|
||||
|
||||
if (!item) return { ok: false, id: inboxItemId, error: 'Inbox item not found' }
|
||||
if (!item.document_id) return { ok: false, id: inboxItemId, error: 'No source document attached' }
|
||||
if (item.status === 'confirmed') return { ok: false, id: inboxItemId, error: 'Already booked' }
|
||||
|
||||
const { data: doc } = await supabase
|
||||
.from('document_attachments')
|
||||
.select('storage_path, mime_type, file_name')
|
||||
.eq('id', item.document_id)
|
||||
.eq('company_id', companyId)
|
||||
.maybeSingle()
|
||||
|
||||
if (!doc || !doc.storage_path) return { ok: false, id: inboxItemId, error: 'Document file missing' }
|
||||
|
||||
const { data: blob, error: dlError } = await supabase.storage
|
||||
.from('documents')
|
||||
.download(doc.storage_path)
|
||||
if (dlError || !blob) return { ok: false, id: inboxItemId, error: dlError?.message || 'Download failed' }
|
||||
|
||||
const buffer = Buffer.from(await blob.arrayBuffer())
|
||||
|
||||
const verification = await extractWithVerification(
|
||||
buffer,
|
||||
doc.mime_type ?? 'application/octet-stream',
|
||||
doc.file_name ?? 'document'
|
||||
)
|
||||
const { classificationResult, classificationError, textract, agreement } = verification
|
||||
|
||||
const { error: updateError } = await supabase
|
||||
.from('invoice_inbox_items')
|
||||
.update({
|
||||
status: classificationError && !textract ? 'error' : 'ready',
|
||||
document_type: classificationResult?.documentType ?? (textract ? 'receipt' : 'unknown'),
|
||||
extracted_data: enrichExtractedData(classificationResult, textract, agreement),
|
||||
raw_llm_response: classificationResult?.rawResponse ?? null,
|
||||
confidence: classificationResult?.confidence ? classificationResult.confidence / 100 : null,
|
||||
error_message: classificationError && !textract ? classificationError : null,
|
||||
})
|
||||
.eq('id', inboxItemId)
|
||||
.eq('company_id', companyId)
|
||||
|
||||
if (updateError) return { ok: false, id: inboxItemId, error: updateError.message }
|
||||
|
||||
// Audit — same event shape as initial classify so the history timeline is consistent.
|
||||
if (item.correlation_id) {
|
||||
try {
|
||||
await appendProcessingHistory({
|
||||
companyId,
|
||||
correlationId: item.correlation_id,
|
||||
aggregateType: 'Document',
|
||||
aggregateId: item.document_id,
|
||||
eventType: 'DocumentExtractionAttempted',
|
||||
payload: {
|
||||
document_id: item.document_id,
|
||||
inbox_item_id: inboxItemId,
|
||||
succeeded: !classificationError,
|
||||
document_type: classificationResult?.documentType ?? null,
|
||||
confidence: classificationResult?.confidence ? classificationResult.confidence / 100 : null,
|
||||
llm_input_tokens: classificationResult?.usage?.inputTokens ?? 0,
|
||||
llm_output_tokens: classificationResult?.usage?.outputTokens ?? 0,
|
||||
error: classificationError,
|
||||
retry: true,
|
||||
},
|
||||
actor: { type: 'llm', id: 'classify-document' },
|
||||
occurredAt: new Date(),
|
||||
})
|
||||
} catch (err) {
|
||||
console.error('[invoice-inbox/rescan] appendProcessingHistory failed:', err)
|
||||
}
|
||||
}
|
||||
|
||||
// Re-emit classified event on any successful extraction (Claude or OCR
|
||||
// fallback) so the AI orchestrator can generate a match proposal.
|
||||
const succeeded = classificationResult != null || textract != null
|
||||
if (succeeded) {
|
||||
try {
|
||||
const { data: refreshed } = await supabase
|
||||
.from('invoice_inbox_items')
|
||||
.select('*')
|
||||
.eq('id', inboxItemId)
|
||||
.maybeSingle()
|
||||
if (refreshed) {
|
||||
await eventBus.emit({
|
||||
type: 'inbox_item.classified',
|
||||
payload: {
|
||||
inboxItem: refreshed as unknown as InvoiceInboxItem,
|
||||
documentType: refreshed.document_type,
|
||||
confidence: refreshed.confidence,
|
||||
correlationId: item.correlation_id ?? crypto.randomUUID(),
|
||||
userId: (refreshed as { user_id: string }).user_id,
|
||||
companyId,
|
||||
},
|
||||
})
|
||||
}
|
||||
} catch { /* non-blocking */ }
|
||||
}
|
||||
|
||||
return succeeded
|
||||
? { ok: true, id: inboxItemId }
|
||||
: { ok: false, id: inboxItemId, error: classificationError ?? 'Extraction failed' }
|
||||
}
|
||||
|
||||
// A row needs rescanning when extraction failed, or when it succeeded but
|
||||
// came back without the fields we actually need to propose a match (total +
|
||||
// date). Keep the heuristic permissive — false positives just mean a user
|
||||
// clicking "Skanna igen" on a good row, which is harmless.
|
||||
function needsRescan(row: {
|
||||
status: string | null
|
||||
extracted_data: unknown
|
||||
}): boolean {
|
||||
if (row.status === 'error') return true
|
||||
const data = row.extracted_data as { totals?: { total?: number | null } } | null
|
||||
if (!data) return true
|
||||
if (data.totals?.total == null) return true
|
||||
return false
|
||||
}
|
||||
|
||||
// ── Admin/owner check helper ──────────────────────────────────
|
||||
|
||||
async function isCompanyAdmin(
|
||||
@@ -329,6 +550,179 @@ export const invoiceInboxExtension: Extension = {
|
||||
},
|
||||
},
|
||||
|
||||
// ── Rescan (per-row or batch) ───────────────────────────
|
||||
// Re-runs the LLM classifier against the already-uploaded source file.
|
||||
// Body shapes:
|
||||
// { inbox_item_ids: uuid[] } → rescan those rows (must belong to company)
|
||||
// {} → rescan all receipt rows that look stuck
|
||||
// (status='error' or missing extracted totals)
|
||||
{
|
||||
method: 'POST',
|
||||
path: '/rescan',
|
||||
handler: async (request: Request, ctx?: ExtensionContext) => {
|
||||
if (!ctx) return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
|
||||
|
||||
let body: { inbox_item_ids?: string[] } = {}
|
||||
try { body = await request.json() } catch { /* allow empty body */ }
|
||||
|
||||
let ids: string[] = []
|
||||
if (Array.isArray(body.inbox_item_ids) && body.inbox_item_ids.length > 0) {
|
||||
ids = body.inbox_item_ids.filter((id): id is string => typeof id === 'string')
|
||||
} else {
|
||||
const { data: rows } = await ctx.supabase
|
||||
.from('invoice_inbox_items')
|
||||
.select('id, status, extracted_data')
|
||||
.eq('company_id', ctx.companyId)
|
||||
.eq('document_type', 'receipt')
|
||||
.not('status', 'eq', 'confirmed')
|
||||
.not('document_id', 'is', null)
|
||||
.limit(100)
|
||||
ids = (rows ?? []).filter((r) => needsRescan(r)).map((r) => r.id)
|
||||
}
|
||||
|
||||
if (ids.length === 0) {
|
||||
return NextResponse.json({ data: { rescanned: 0, failed: 0, outcomes: [] } })
|
||||
}
|
||||
|
||||
// Serial rather than parallel — Bedrock rate limits kick in hard past
|
||||
// ~5 concurrent. 100-receipt rescan × 3s each = 5min, acceptable as a
|
||||
// backgrounded action. The UI fires and refreshes, doesn't block.
|
||||
const outcomes: Array<{ id: string; ok: boolean; error?: string }> = []
|
||||
for (const id of ids) {
|
||||
const res = await rescanInboxItem(ctx.supabase, ctx.companyId, id)
|
||||
outcomes.push(res.ok ? { id, ok: true } : { id, ok: false, error: res.error })
|
||||
}
|
||||
|
||||
const rescanned = outcomes.filter((o) => o.ok).length
|
||||
const failed = outcomes.length - rescanned
|
||||
|
||||
return NextResponse.json({ data: { rescanned, failed, outcomes } })
|
||||
},
|
||||
},
|
||||
|
||||
// ── Manual extraction fallback ──────────────────────────
|
||||
// Lets the user type merchant/date/total when the LLM can't read the image.
|
||||
// The picture is untouched (still attached as source document); we just
|
||||
// overwrite extracted_data with user-supplied values and flip status to
|
||||
// 'ready' so downstream matching can proceed.
|
||||
{
|
||||
method: 'POST',
|
||||
path: '/manual-extract',
|
||||
handler: async (request: Request, ctx?: ExtensionContext) => {
|
||||
if (!ctx) return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
|
||||
|
||||
let body: {
|
||||
inbox_item_id?: string
|
||||
merchant?: string
|
||||
date?: string
|
||||
total?: number
|
||||
currency?: string
|
||||
vat_amount?: number | null
|
||||
} = {}
|
||||
try { body = await request.json() } catch { /* fall through to validation */ }
|
||||
|
||||
const { inbox_item_id, merchant, date, total, currency } = body
|
||||
if (!inbox_item_id || !merchant || !date || typeof total !== 'number') {
|
||||
return NextResponse.json(
|
||||
{ error: 'inbox_item_id, merchant, date och total krävs.' },
|
||||
{ status: 400 }
|
||||
)
|
||||
}
|
||||
|
||||
const { data: item } = await ctx.supabase
|
||||
.from('invoice_inbox_items')
|
||||
.select('id, document_id, correlation_id, status')
|
||||
.eq('id', inbox_item_id)
|
||||
.eq('company_id', ctx.companyId)
|
||||
.maybeSingle()
|
||||
if (!item) return NextResponse.json({ error: 'Kvittot hittades inte.' }, { status: 404 })
|
||||
if (!item.document_id) {
|
||||
return NextResponse.json({ error: 'Kvittobild saknas — ladda upp en bild först.' }, { status: 400 })
|
||||
}
|
||||
if (item.status === 'confirmed') {
|
||||
return NextResponse.json({ error: 'Redan bokfört.' }, { status: 409 })
|
||||
}
|
||||
|
||||
const extracted_data = {
|
||||
merchant: { name: merchant },
|
||||
receipt: { date, currency: currency ?? 'SEK' },
|
||||
totals: {
|
||||
total,
|
||||
vatAmount: typeof body.vat_amount === 'number' ? body.vat_amount : null,
|
||||
subtotal: null,
|
||||
},
|
||||
lineItems: null,
|
||||
flags: null,
|
||||
_entry_method: 'manual',
|
||||
}
|
||||
|
||||
const { error: updateError } = await ctx.supabase
|
||||
.from('invoice_inbox_items')
|
||||
.update({
|
||||
status: 'ready',
|
||||
document_type: 'receipt',
|
||||
extracted_data,
|
||||
confidence: 1,
|
||||
error_message: null,
|
||||
})
|
||||
.eq('id', inbox_item_id)
|
||||
.eq('company_id', ctx.companyId)
|
||||
|
||||
if (updateError) return NextResponse.json({ error: updateError.message }, { status: 500 })
|
||||
|
||||
if (item.correlation_id) {
|
||||
try {
|
||||
await appendProcessingHistory({
|
||||
companyId: ctx.companyId,
|
||||
correlationId: item.correlation_id,
|
||||
aggregateType: 'Document',
|
||||
aggregateId: item.document_id,
|
||||
eventType: 'DocumentExtractionAttempted',
|
||||
payload: {
|
||||
document_id: item.document_id,
|
||||
inbox_item_id,
|
||||
succeeded: true,
|
||||
document_type: 'receipt',
|
||||
confidence: 1,
|
||||
llm_input_tokens: 0,
|
||||
llm_output_tokens: 0,
|
||||
error: null,
|
||||
manual: true,
|
||||
},
|
||||
actor: { type: 'user', id: ctx.userId },
|
||||
occurredAt: new Date(),
|
||||
})
|
||||
} catch (err) {
|
||||
console.error('[invoice-inbox/manual-extract] appendProcessingHistory failed:', err)
|
||||
}
|
||||
}
|
||||
|
||||
// Fire match-proposal generation via the classified event.
|
||||
try {
|
||||
const { data: refreshed } = await ctx.supabase
|
||||
.from('invoice_inbox_items')
|
||||
.select('*')
|
||||
.eq('id', inbox_item_id)
|
||||
.maybeSingle()
|
||||
if (refreshed) {
|
||||
await eventBus.emit({
|
||||
type: 'inbox_item.classified',
|
||||
payload: {
|
||||
inboxItem: refreshed as unknown as InvoiceInboxItem,
|
||||
documentType: 'receipt',
|
||||
confidence: 1,
|
||||
correlationId: item.correlation_id ?? crypto.randomUUID(),
|
||||
userId: ctx.userId,
|
||||
companyId: ctx.companyId,
|
||||
},
|
||||
})
|
||||
}
|
||||
} catch { /* non-blocking */ }
|
||||
|
||||
return NextResponse.json({ data: { ok: true } })
|
||||
},
|
||||
},
|
||||
|
||||
// ── List inbox items ────────────────────────────────────
|
||||
{
|
||||
method: 'GET',
|
||||
@@ -427,6 +821,113 @@ export const invoiceInboxExtension: Extension = {
|
||||
},
|
||||
},
|
||||
|
||||
// ── Attach a source document to an existing inbox item ──
|
||||
// For rows that ended up without a picture (e.g. email came through but
|
||||
// attachment extraction failed, or manually-created rows). Uploads the
|
||||
// file, links document_id on the row, then runs classify so the numbers
|
||||
// get extracted in the same request.
|
||||
{
|
||||
method: 'POST',
|
||||
path: '/items/:id/attach-document',
|
||||
handler: async (request: Request, ctx?: ExtensionContext) => {
|
||||
if (!ctx) return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
|
||||
|
||||
const url = new URL(request.url)
|
||||
const id = url.searchParams.get('_id')
|
||||
if (!id) return NextResponse.json({ error: 'Missing id' }, { status: 400 })
|
||||
|
||||
const formData = await request.formData()
|
||||
const file = formData.get('file') as File | null
|
||||
if (!file) return NextResponse.json({ error: 'No file provided' }, { status: 400 })
|
||||
if (file.size > MAX_FILE_SIZE) {
|
||||
return NextResponse.json({ error: `File too large (max ${MAX_FILE_SIZE / 1024 / 1024} MB)` }, { status: 400 })
|
||||
}
|
||||
if (!UPLOAD_ALLOWED_MIME_TYPES.has(file.type)) {
|
||||
return NextResponse.json(
|
||||
{ error: `Unsupported file type: ${file.type}. Allowed: PDF, JPEG, PNG, HEIC, WebP` },
|
||||
{ status: 400 }
|
||||
)
|
||||
}
|
||||
|
||||
const { data: item } = await ctx.supabase
|
||||
.from('invoice_inbox_items')
|
||||
.select('id, document_id, status, correlation_id')
|
||||
.eq('id', id)
|
||||
.eq('company_id', ctx.companyId)
|
||||
.maybeSingle()
|
||||
|
||||
if (!item) return NextResponse.json({ error: 'Inbox item not found' }, { status: 404 })
|
||||
if (item.status === 'confirmed') {
|
||||
return NextResponse.json({ error: 'Redan bokfört — kan inte ersätta bilden.' }, { status: 409 })
|
||||
}
|
||||
if (item.document_id) {
|
||||
return NextResponse.json({ error: 'Kvittot har redan en bild.' }, { status: 409 })
|
||||
}
|
||||
|
||||
try {
|
||||
const buffer = await file.arrayBuffer()
|
||||
const doc = await uploadDocument(ctx.supabase, ctx.userId, ctx.companyId, {
|
||||
name: file.name,
|
||||
buffer,
|
||||
type: file.type,
|
||||
}, {
|
||||
upload_source: 'file_upload',
|
||||
})
|
||||
|
||||
const { error: linkError } = await ctx.supabase
|
||||
.from('invoice_inbox_items')
|
||||
.update({ document_id: doc.id })
|
||||
.eq('id', id)
|
||||
.eq('company_id', ctx.companyId)
|
||||
if (linkError) {
|
||||
return NextResponse.json({ error: linkError.message }, { status: 500 })
|
||||
}
|
||||
|
||||
// Audit the ingest — mirrors the initial-upload path.
|
||||
if (item.correlation_id) {
|
||||
try {
|
||||
await appendProcessingHistory({
|
||||
companyId: ctx.companyId,
|
||||
correlationId: item.correlation_id,
|
||||
aggregateType: 'Document',
|
||||
aggregateId: doc.id,
|
||||
eventType: 'DocumentIngested',
|
||||
payload: {
|
||||
channel: 'upload',
|
||||
document_id: doc.id,
|
||||
inbox_item_id: id,
|
||||
mime_type: file.type,
|
||||
size_bytes: file.size,
|
||||
attached_to_existing: true,
|
||||
},
|
||||
actor: { type: 'user', id: ctx.userId },
|
||||
occurredAt: new Date(),
|
||||
})
|
||||
} catch (err) {
|
||||
console.error('[invoice-inbox/attach-document] appendProcessingHistory failed:', err)
|
||||
}
|
||||
}
|
||||
|
||||
// Now run classification on the freshly-attached image.
|
||||
const rescan = await rescanInboxItem(ctx.supabase, ctx.companyId, id)
|
||||
return NextResponse.json({
|
||||
data: {
|
||||
document_id: doc.id,
|
||||
inbox_item_id: id,
|
||||
classified: rescan.ok,
|
||||
error: rescan.ok ? null : rescan.error,
|
||||
},
|
||||
})
|
||||
} catch (error) {
|
||||
console.error('[invoice-inbox/attach-document] Failed:', error)
|
||||
return NextResponse.json(
|
||||
{ error: error instanceof Error ? error.message : 'Attach failed' },
|
||||
{ status: 500 }
|
||||
)
|
||||
}
|
||||
},
|
||||
},
|
||||
|
||||
// ── Get this company's inbox address ────────────────────
|
||||
{
|
||||
method: 'GET',
|
||||
|
||||
@@ -0,0 +1,191 @@
|
||||
/**
|
||||
* AWS Textract AnalyzeExpense — deterministic field extraction for receipts
|
||||
* and invoices. Runs in parallel with the Claude vision pass; numbers from
|
||||
* Textract act as an anti-hallucination anchor for the final cross-check.
|
||||
*
|
||||
* Why receipt-specialized OCR over generic AnalyzeDocument: AnalyzeExpense is
|
||||
* tuned for the expense-document family (SUMMARY_FIELDS like TOTAL, TAX,
|
||||
* VENDOR_NAME, INVOICE_RECEIPT_DATE with field-level confidence scores).
|
||||
* Generic OCR returns raw text and positions — useful for nothing on its own.
|
||||
*
|
||||
* Failure model: every path is best-effort. If Textract returns an error, is
|
||||
* unsupported for this mime type, or the file is over the sync-API limit,
|
||||
* we return null and the caller falls back to Claude-only. Never throws.
|
||||
*/
|
||||
|
||||
import {
|
||||
TextractClient,
|
||||
AnalyzeExpenseCommand,
|
||||
type ExpenseDocument,
|
||||
type ExpenseField,
|
||||
} from '@aws-sdk/client-textract'
|
||||
|
||||
let _client: TextractClient | null = null
|
||||
|
||||
function getClient(): TextractClient {
|
||||
if (!_client) {
|
||||
_client = new TextractClient({
|
||||
region: process.env.AWS_REGION || 'eu-north-1',
|
||||
credentials: {
|
||||
accessKeyId: process.env.AWS_ACCESS_KEY_ID!,
|
||||
secretAccessKey: process.env.AWS_SECRET_ACCESS_KEY!,
|
||||
},
|
||||
})
|
||||
}
|
||||
return _client
|
||||
}
|
||||
|
||||
// Sync AnalyzeExpense caps at 5 MB per document. Anything bigger we skip
|
||||
// rather than fall back to the async API — that adds S3 polling complexity
|
||||
// for a tail case. The common-path receipt is <1 MB.
|
||||
const MAX_SYNC_BYTES = 5 * 1024 * 1024
|
||||
|
||||
// Textract supports: PNG, JPEG, PDF, TIFF. HEIC/WebP → skip (Claude handles
|
||||
// them fine; a second read isn't worth converting the image).
|
||||
const SUPPORTED_MIMES = new Set(['application/pdf', 'image/jpeg', 'image/png', 'image/tiff'])
|
||||
|
||||
export interface TextractExpenseResult {
|
||||
total: { value: number; confidence: number } | null
|
||||
subtotal: { value: number; confidence: number } | null
|
||||
tax: { value: number; confidence: number } | null
|
||||
vendor: { value: string; confidence: number } | null
|
||||
date: { value: string; confidence: number } | null
|
||||
currency: string | null
|
||||
// Raw summary fields kept for audit and future use (e.g., line items).
|
||||
raw_summary: Array<{ type: string; value: string; confidence: number }>
|
||||
}
|
||||
|
||||
export async function analyzeExpenseWithTextract(
|
||||
fileBuffer: Buffer,
|
||||
mimeType: string
|
||||
): Promise<TextractExpenseResult | null> {
|
||||
if (!SUPPORTED_MIMES.has(mimeType)) return null
|
||||
if (fileBuffer.byteLength > MAX_SYNC_BYTES) return null
|
||||
if (!process.env.AWS_ACCESS_KEY_ID || !process.env.AWS_SECRET_ACCESS_KEY) return null
|
||||
|
||||
try {
|
||||
const client = getClient()
|
||||
const response = await client.send(
|
||||
new AnalyzeExpenseCommand({
|
||||
Document: { Bytes: fileBuffer },
|
||||
})
|
||||
)
|
||||
|
||||
const doc: ExpenseDocument | undefined = response.ExpenseDocuments?.[0]
|
||||
if (!doc) return null
|
||||
|
||||
const summary = doc.SummaryFields ?? []
|
||||
return parseSummaryFields(summary)
|
||||
} catch (err) {
|
||||
// Don't let OCR failure break the pipeline — the Claude pass still runs.
|
||||
// Log so we can see rate-limit / auth issues but return null to caller.
|
||||
console.error('[textract-expense] AnalyzeExpense failed:', err)
|
||||
return null
|
||||
}
|
||||
}
|
||||
|
||||
function parseSummaryFields(fields: ExpenseField[]): TextractExpenseResult {
|
||||
const raw_summary = fields
|
||||
.map((f) => ({
|
||||
type: f.Type?.Text ?? 'UNKNOWN',
|
||||
value: f.ValueDetection?.Text ?? '',
|
||||
confidence: (f.ValueDetection?.Confidence ?? 0) / 100,
|
||||
}))
|
||||
.filter((f) => f.value)
|
||||
|
||||
const pickNumber = (type: string): { value: number; confidence: number } | null => {
|
||||
const field = fields.find((f) => f.Type?.Text === type)
|
||||
if (!field?.ValueDetection?.Text) return null
|
||||
const parsed = parseMoneyString(field.ValueDetection.Text)
|
||||
if (parsed == null) return null
|
||||
return { value: parsed, confidence: (field.ValueDetection.Confidence ?? 0) / 100 }
|
||||
}
|
||||
|
||||
const pickString = (type: string): { value: string; confidence: number } | null => {
|
||||
const field = fields.find((f) => f.Type?.Text === type)
|
||||
if (!field?.ValueDetection?.Text) return null
|
||||
return {
|
||||
value: field.ValueDetection.Text.trim(),
|
||||
confidence: (field.ValueDetection.Confidence ?? 0) / 100,
|
||||
}
|
||||
}
|
||||
|
||||
const rawDate = pickString('INVOICE_RECEIPT_DATE')
|
||||
return {
|
||||
total: pickNumber('TOTAL'),
|
||||
subtotal: pickNumber('SUBTOTAL'),
|
||||
tax: pickNumber('TAX'),
|
||||
vendor: pickString('VENDOR_NAME'),
|
||||
date: rawDate ? { value: normalizeDate(rawDate.value), confidence: rawDate.confidence } : null,
|
||||
currency: pickString('CURRENCY')?.value ?? null,
|
||||
raw_summary,
|
||||
}
|
||||
}
|
||||
|
||||
// Textract returns money strings like "123,45 kr", "$123.45", "1 234,56 SEK".
|
||||
// Strip everything but digits + separators, then normalize to period as
|
||||
// decimal. Returns null when we can't confidently parse.
|
||||
function parseMoneyString(raw: string): number | null {
|
||||
const cleaned = raw.replace(/[^\d.,-]/g, '').trim()
|
||||
if (!cleaned) return null
|
||||
|
||||
// Swedish: 1 234,56 → 1234.56 (comma = decimal, space/period = thousands)
|
||||
// US: 1,234.56 → 1234.56 (comma = thousands, period = decimal)
|
||||
// Heuristic: if both , and . present, the rightmost is the decimal.
|
||||
const lastComma = cleaned.lastIndexOf(',')
|
||||
const lastDot = cleaned.lastIndexOf('.')
|
||||
|
||||
let normalized: string
|
||||
if (lastComma === -1 && lastDot === -1) {
|
||||
normalized = cleaned
|
||||
} else if (lastComma > lastDot) {
|
||||
// Comma is decimal separator
|
||||
normalized = cleaned.replace(/\./g, '').replace(',', '.')
|
||||
} else {
|
||||
// Period is decimal separator
|
||||
normalized = cleaned.replace(/,/g, '')
|
||||
}
|
||||
|
||||
const num = Number(normalized)
|
||||
return Number.isFinite(num) ? num : null
|
||||
}
|
||||
|
||||
// Textract returns dates in many formats ("2024-03-14", "14/3/24", "March 14,
|
||||
// 2024"). We coerce to ISO where possible; leave the original string as a
|
||||
// fallback. The Claude pass will have its own date, so imperfect parse here
|
||||
// is fine — cross-check falls back to fuzzy matching if needed.
|
||||
function normalizeDate(raw: string): string {
|
||||
const trimmed = raw.trim()
|
||||
// Already ISO
|
||||
if (/^\d{4}-\d{2}-\d{2}/.test(trimmed)) return trimmed.slice(0, 10)
|
||||
const parsed = new Date(trimmed)
|
||||
if (!isNaN(parsed.getTime())) return parsed.toISOString().slice(0, 10)
|
||||
return trimmed
|
||||
}
|
||||
|
||||
// Compares a Claude-extracted total against the Textract-extracted total.
|
||||
// Agreement tolerance is 1 öre (0.01 SEK) — anything more is a real
|
||||
// disagreement worth flagging, not rounding noise. Returns null when either
|
||||
// side didn't produce a total (no basis for comparison).
|
||||
export interface AgreementResult {
|
||||
agrees: boolean
|
||||
claude_total: number | null
|
||||
ocr_total: number | null
|
||||
ocr_confidence: number | null
|
||||
delta: number | null
|
||||
}
|
||||
|
||||
export function checkTotalsAgreement(
|
||||
claudeTotal: number | null | undefined,
|
||||
textract: TextractExpenseResult | null
|
||||
): AgreementResult | null {
|
||||
if (claudeTotal == null || !textract?.total) return null
|
||||
const delta = Math.abs(claudeTotal - textract.total.value)
|
||||
return {
|
||||
agrees: delta <= 0.01,
|
||||
claude_total: claudeTotal,
|
||||
ocr_total: textract.total.value,
|
||||
ocr_confidence: textract.total.confidence,
|
||||
delta,
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,35 @@
|
||||
/**
|
||||
* Agent-inkorg feature flag.
|
||||
*
|
||||
* The AI bookkeeping agent isn't ready for general availability in production.
|
||||
* This helper gates the whole feature — sidebar link, page, API routes, and
|
||||
* orchestrator event handlers — behind either:
|
||||
*
|
||||
* 1. NODE_ENV === 'development' (local dev: always on)
|
||||
* 2. NEXT_PUBLIC_AGENT_INBOX_ENABLED=true (opt-in for staging/prod QA)
|
||||
*
|
||||
* The escape hatch lets us flip the feature on for a specific Vercel
|
||||
* deployment (staging) without a code change, and keeps prod deployments
|
||||
* safely dark until we explicitly enable it.
|
||||
*
|
||||
* Mirrors the pattern used for Salary in components/dashboard/DashboardNav.tsx.
|
||||
*/
|
||||
|
||||
import { NextResponse } from 'next/server'
|
||||
|
||||
export function isAgentInboxEnabled(): boolean {
|
||||
if (process.env.NODE_ENV === 'development') return true
|
||||
return process.env.NEXT_PUBLIC_AGENT_INBOX_ENABLED === 'true'
|
||||
}
|
||||
|
||||
/**
|
||||
* 404 early-return for API routes. Returns the response when disabled, null
|
||||
* when enabled. Usage:
|
||||
*
|
||||
* const gate = gateAgentInbox()
|
||||
* if (gate) return gate
|
||||
*/
|
||||
export function gateAgentInbox(): NextResponse | null {
|
||||
if (isAgentInboxEnabled()) return null
|
||||
return NextResponse.json({ error: 'Not found' }, { status: 404 })
|
||||
}
|
||||
@@ -0,0 +1,385 @@
|
||||
/**
|
||||
* AI agent orchestrator — event handler that wires the proposal lifecycle.
|
||||
*
|
||||
* Subscribes to:
|
||||
* - inbox_item.classified → generate match proposal (receipts, ai_flow_enabled)
|
||||
* - ai_proposal.accepted → chain match -> booking
|
||||
* - transaction.categorized → skip pending proposals for that transaction's inbox item
|
||||
*
|
||||
* The generators themselves live in the ai-agent extension (Bedrock). When
|
||||
* the extension is not loaded (prod, or feature off), the service's noop
|
||||
* returns null and we issue a 'needs_manual' ai_request so the user still
|
||||
* sees the item needs action — no silent failure.
|
||||
*/
|
||||
|
||||
import { createClient as createServiceClient } from '@supabase/supabase-js'
|
||||
import { eventBus } from '@/lib/events/bus'
|
||||
import type { EventPayload } from '@/lib/events/types'
|
||||
import { getAIProposalService } from '@/lib/ai/proposal-service'
|
||||
import {
|
||||
insertProposal,
|
||||
insertRequest,
|
||||
skipPendingProposalsForSubject,
|
||||
} from '@/lib/ai/proposals/persist'
|
||||
import { createLogger } from '@/lib/logger'
|
||||
import type {
|
||||
InvoiceInboxItem,
|
||||
Transaction,
|
||||
CategorizationTemplate,
|
||||
AIProposal,
|
||||
} from '@/types'
|
||||
import type { SupabaseClient } from '@supabase/supabase-js'
|
||||
import type {
|
||||
AIRequestResult,
|
||||
BookingProposalResult,
|
||||
MatchProposalResult,
|
||||
} from '@/lib/ai/proposal-service'
|
||||
|
||||
const log = createLogger('ai-orchestrator')
|
||||
|
||||
/**
|
||||
* Service-role client for orchestrator writes.
|
||||
* Mirrors inbox-smart-match — the handler runs server-side and needs to
|
||||
* bypass RLS to write to ai_proposals, ai_requests, and read settings.
|
||||
*/
|
||||
function getServiceClient(): SupabaseClient {
|
||||
return createServiceClient(
|
||||
process.env.NEXT_PUBLIC_SUPABASE_URL!,
|
||||
process.env.SUPABASE_SERVICE_ROLE_KEY!
|
||||
)
|
||||
}
|
||||
|
||||
// ── inbox_item.classified handler ────────────────────────────────────
|
||||
|
||||
async function handleInboxItemClassified(
|
||||
payload: EventPayload<'inbox_item.classified'>
|
||||
): Promise<void> {
|
||||
const { inboxItem, documentType, correlationId, userId, companyId } = payload
|
||||
|
||||
// v1 scope: only receipts.
|
||||
if (documentType !== 'receipt') return
|
||||
|
||||
const supabase = getServiceClient()
|
||||
|
||||
// Per-company gate.
|
||||
const { data: settings } = await supabase
|
||||
.from('company_settings')
|
||||
.select('ai_flow_enabled')
|
||||
.eq('company_id', companyId)
|
||||
.maybeSingle()
|
||||
|
||||
if (!settings?.ai_flow_enabled) return
|
||||
|
||||
await generateMatchProposalFor(supabase, {
|
||||
inboxItem,
|
||||
correlationId,
|
||||
userId,
|
||||
companyId,
|
||||
})
|
||||
}
|
||||
|
||||
// ── ai_proposal.accepted handler (chain match -> booking) ───────────
|
||||
|
||||
async function handleProposalAccepted(
|
||||
payload: EventPayload<'ai_proposal.accepted'>
|
||||
): Promise<void> {
|
||||
const { proposal, userId, companyId } = payload
|
||||
|
||||
if (proposal.step_type !== 'match') return
|
||||
if (proposal.subject_type !== 'inbox_item') return
|
||||
|
||||
const supabase = getServiceClient()
|
||||
|
||||
// Load the inbox item + the matched transaction to feed the booking prompt.
|
||||
const { data: inboxItem } = await supabase
|
||||
.from('invoice_inbox_items')
|
||||
.select('*')
|
||||
.eq('id', proposal.subject_id)
|
||||
.eq('company_id', companyId)
|
||||
.maybeSingle()
|
||||
|
||||
if (!inboxItem || !(inboxItem as InvoiceInboxItem).matched_transaction_id) {
|
||||
log.warn(`match accepted but no matched_transaction_id on inbox item ${proposal.subject_id}`)
|
||||
return
|
||||
}
|
||||
|
||||
const item = inboxItem as InvoiceInboxItem
|
||||
|
||||
// Defense in depth: don't chain to booking without a source document.
|
||||
// reValidateMatch already blocks this at accept time, but a stale accepted
|
||||
// proposal (from before the gate existed) could still reach here.
|
||||
if (!item.document_id) {
|
||||
log.warn(`refusing to chain booking for inbox item ${item.id} — no source document attached`)
|
||||
return
|
||||
}
|
||||
|
||||
const { data: tx } = await supabase
|
||||
.from('transactions')
|
||||
.select('*')
|
||||
.eq('id', item.matched_transaction_id!)
|
||||
.eq('company_id', companyId)
|
||||
.maybeSingle()
|
||||
|
||||
if (!tx) {
|
||||
log.warn(`match accepted but transaction ${item.matched_transaction_id} not found`)
|
||||
return
|
||||
}
|
||||
|
||||
// Existing counterparty templates to inform the booking prompt.
|
||||
const { data: templates } = await supabase
|
||||
.from('categorization_templates')
|
||||
.select('*')
|
||||
.eq('company_id', companyId)
|
||||
.eq('is_active', true)
|
||||
|
||||
// Entity type for account routing.
|
||||
const { data: settings } = await supabase
|
||||
.from('company_settings')
|
||||
.select('entity_type')
|
||||
.eq('company_id', companyId)
|
||||
.maybeSingle()
|
||||
|
||||
const entityType: 'enskild_firma' | 'aktiebolag' =
|
||||
(settings?.entity_type as 'enskild_firma' | 'aktiebolag') || 'enskild_firma'
|
||||
|
||||
await generateBookingProposalFor(supabase, {
|
||||
inboxItem: item,
|
||||
matchedTransaction: tx as Transaction,
|
||||
existingTemplates: (templates || []) as CategorizationTemplate[],
|
||||
entityType,
|
||||
correlationId: item.correlation_id ?? undefined,
|
||||
userId,
|
||||
companyId,
|
||||
})
|
||||
}
|
||||
|
||||
// ── transaction.categorized handler (skip on manual takeover) ───────
|
||||
|
||||
async function handleTransactionCategorized(
|
||||
payload: EventPayload<'transaction.categorized'>
|
||||
): Promise<void> {
|
||||
const { transaction, companyId } = payload
|
||||
|
||||
const supabase = getServiceClient()
|
||||
|
||||
// Find any inbox items matched to this transaction with pending proposals.
|
||||
const { data: items } = await supabase
|
||||
.from('invoice_inbox_items')
|
||||
.select('id')
|
||||
.eq('company_id', companyId)
|
||||
.eq('matched_transaction_id', transaction.id)
|
||||
|
||||
if (!items || items.length === 0) return
|
||||
|
||||
for (const item of items) {
|
||||
await skipPendingProposalsForSubject(supabase, 'inbox_item', item.id, 'user_went_manual')
|
||||
}
|
||||
}
|
||||
|
||||
// ── Generator dispatch ───────────────────────────────────────────────
|
||||
|
||||
interface GenerateMatchArgs {
|
||||
inboxItem: InvoiceInboxItem
|
||||
correlationId?: string
|
||||
userId: string
|
||||
companyId: string
|
||||
}
|
||||
|
||||
async function generateMatchProposalFor(
|
||||
supabase: SupabaseClient,
|
||||
args: GenerateMatchArgs
|
||||
): Promise<void> {
|
||||
const { inboxItem, correlationId, userId, companyId } = args
|
||||
|
||||
const service = getAIProposalService()
|
||||
const result = await service.generateMatchProposal({ inboxItem, userId, companyId })
|
||||
|
||||
if (result === null) {
|
||||
// Service outage or no extension loaded → needs_manual ask.
|
||||
await insertRequest(supabase, {
|
||||
companyId,
|
||||
subjectType: 'inbox_item',
|
||||
subjectId: inboxItem.id,
|
||||
requestType: 'needs_manual',
|
||||
message: 'AI-agenten är inte tillgänglig just nu — hantera manuellt.',
|
||||
correlationId,
|
||||
})
|
||||
return
|
||||
}
|
||||
|
||||
if (result.kind === 'request') {
|
||||
await insertRequest(supabase, {
|
||||
companyId,
|
||||
subjectType: 'inbox_item',
|
||||
subjectId: inboxItem.id,
|
||||
requestType: result.request.request_type,
|
||||
message: result.request.message,
|
||||
requiredFields: result.request.required_fields,
|
||||
options: result.request.options as Record<string, unknown> | undefined,
|
||||
model: result.provenance.model,
|
||||
promptVersion: result.provenance.prompt_version,
|
||||
correlationId,
|
||||
})
|
||||
return
|
||||
}
|
||||
|
||||
const proposal = await persistMatchProposal(supabase, result, {
|
||||
userId,
|
||||
companyId,
|
||||
subjectId: inboxItem.id,
|
||||
correlationId,
|
||||
})
|
||||
|
||||
// Emit for metrics / audit subscribers.
|
||||
try {
|
||||
await eventBus.emit({
|
||||
type: 'ai_proposal.generated',
|
||||
payload: { proposal, userId, companyId },
|
||||
})
|
||||
} catch { /* non-blocking */ }
|
||||
}
|
||||
|
||||
interface GenerateBookingArgs {
|
||||
inboxItem: InvoiceInboxItem
|
||||
matchedTransaction: Transaction
|
||||
existingTemplates: CategorizationTemplate[]
|
||||
entityType: 'enskild_firma' | 'aktiebolag'
|
||||
correlationId?: string
|
||||
userId: string
|
||||
companyId: string
|
||||
}
|
||||
|
||||
async function generateBookingProposalFor(
|
||||
supabase: SupabaseClient,
|
||||
args: GenerateBookingArgs
|
||||
): Promise<void> {
|
||||
const { inboxItem, matchedTransaction, existingTemplates, entityType, correlationId, userId, companyId } = args
|
||||
|
||||
const service = getAIProposalService()
|
||||
const result = await service.generateBookingProposal({
|
||||
inboxItem,
|
||||
matchedTransaction,
|
||||
existingTemplates,
|
||||
entityType,
|
||||
userId,
|
||||
companyId,
|
||||
})
|
||||
|
||||
if (result === null) {
|
||||
await insertRequest(supabase, {
|
||||
companyId,
|
||||
subjectType: 'inbox_item',
|
||||
subjectId: inboxItem.id,
|
||||
requestType: 'needs_manual',
|
||||
message: 'AI-agenten är inte tillgänglig just nu — bokför manuellt.',
|
||||
correlationId,
|
||||
})
|
||||
return
|
||||
}
|
||||
|
||||
if (result.kind === 'request') {
|
||||
await insertRequest(supabase, {
|
||||
companyId,
|
||||
subjectType: 'inbox_item',
|
||||
subjectId: inboxItem.id,
|
||||
requestType: result.request.request_type,
|
||||
message: result.request.message,
|
||||
requiredFields: result.request.required_fields,
|
||||
options: result.request.options as Record<string, unknown> | undefined,
|
||||
model: result.provenance.model,
|
||||
promptVersion: result.provenance.prompt_version,
|
||||
correlationId,
|
||||
})
|
||||
return
|
||||
}
|
||||
|
||||
const proposal = await persistBookingProposal(supabase, result, {
|
||||
userId,
|
||||
companyId,
|
||||
subjectId: inboxItem.id,
|
||||
correlationId,
|
||||
})
|
||||
|
||||
try {
|
||||
await eventBus.emit({
|
||||
type: 'ai_proposal.generated',
|
||||
payload: { proposal, userId, companyId },
|
||||
})
|
||||
} catch { /* non-blocking */ }
|
||||
}
|
||||
|
||||
// ── Persist helpers ──────────────────────────────────────────────────
|
||||
|
||||
interface PersistArgs {
|
||||
userId: string
|
||||
companyId: string
|
||||
subjectId: string
|
||||
correlationId?: string
|
||||
}
|
||||
|
||||
async function persistMatchProposal(
|
||||
supabase: SupabaseClient,
|
||||
result: MatchProposalResult,
|
||||
args: PersistArgs
|
||||
): Promise<AIProposal> {
|
||||
return insertProposal(supabase, {
|
||||
companyId: args.companyId,
|
||||
userId: args.userId,
|
||||
subjectType: 'inbox_item',
|
||||
subjectId: args.subjectId,
|
||||
stepType: 'match',
|
||||
proposalJson: result.proposal,
|
||||
confidence: result.confidence,
|
||||
reasoning: result.reasoning,
|
||||
model: result.provenance.model,
|
||||
promptVersion: result.provenance.prompt_version,
|
||||
inputTokens: result.provenance.input_tokens,
|
||||
outputTokens: result.provenance.output_tokens,
|
||||
correlationId: args.correlationId,
|
||||
})
|
||||
}
|
||||
|
||||
async function persistBookingProposal(
|
||||
supabase: SupabaseClient,
|
||||
result: BookingProposalResult,
|
||||
args: PersistArgs
|
||||
): Promise<AIProposal> {
|
||||
return insertProposal(supabase, {
|
||||
companyId: args.companyId,
|
||||
userId: args.userId,
|
||||
subjectType: 'inbox_item',
|
||||
subjectId: args.subjectId,
|
||||
stepType: 'booking',
|
||||
proposalJson: result.proposal,
|
||||
confidence: result.confidence,
|
||||
reasoning: result.reasoning,
|
||||
model: result.provenance.model,
|
||||
promptVersion: result.provenance.prompt_version,
|
||||
inputTokens: result.provenance.input_tokens,
|
||||
outputTokens: result.provenance.output_tokens,
|
||||
correlationId: args.correlationId,
|
||||
})
|
||||
}
|
||||
|
||||
// ── Registration ─────────────────────────────────────────────────────
|
||||
|
||||
/**
|
||||
* Register the AI orchestrator on the core event bus. Called from lib/init.ts
|
||||
* alongside the other core handlers.
|
||||
*/
|
||||
export function registerAIProposalHandler(): () => void {
|
||||
const unsubs: Array<() => void> = [
|
||||
eventBus.on('inbox_item.classified', handleInboxItemClassified),
|
||||
eventBus.on('ai_proposal.accepted', handleProposalAccepted),
|
||||
eventBus.on('transaction.categorized', handleTransactionCategorized),
|
||||
]
|
||||
|
||||
return () => {
|
||||
unsubs.forEach((u) => u())
|
||||
}
|
||||
}
|
||||
|
||||
// Exports for direct use from API routes (e.g., /api/ai/backfill/receipts).
|
||||
export { generateMatchProposalFor, generateBookingProposalFor }
|
||||
// Also re-export the unused result types so TS keeps them imported.
|
||||
export type { MatchProposalResult, BookingProposalResult, AIRequestResult }
|
||||
@@ -0,0 +1,123 @@
|
||||
/**
|
||||
* AI Proposal Service Interface
|
||||
*
|
||||
* Core defines the contract. The `ai-agent` extension registers a real
|
||||
* implementation backed by Bedrock. Without the extension, the noop service
|
||||
* is used — every call returns `null` and the orchestrator degrades by
|
||||
* issuing a `needs_manual` ai_request so the user sees the item and knows
|
||||
* they need to process it manually.
|
||||
*
|
||||
* Mirrors the pattern in lib/email/service.ts.
|
||||
*/
|
||||
|
||||
import type {
|
||||
InvoiceInboxItem,
|
||||
Transaction,
|
||||
MatchProposalPayload,
|
||||
BookingProposalPayload,
|
||||
AIRequestType,
|
||||
CategorizationTemplate,
|
||||
PickTransactionOption,
|
||||
} from '@/types'
|
||||
|
||||
// Shared fields any LLM call returns for audit.
|
||||
export interface ProposalProvenance {
|
||||
model: string
|
||||
prompt_version: string
|
||||
input_tokens: number
|
||||
output_tokens: number
|
||||
}
|
||||
|
||||
// When the AI produces a concrete suggestion.
|
||||
export interface MatchProposalResult {
|
||||
kind: 'proposal'
|
||||
proposal: MatchProposalPayload
|
||||
confidence: number
|
||||
reasoning: string
|
||||
provenance: ProposalProvenance
|
||||
}
|
||||
|
||||
export interface BookingProposalResult {
|
||||
kind: 'proposal'
|
||||
proposal: BookingProposalPayload
|
||||
confidence: number
|
||||
reasoning: string
|
||||
provenance: ProposalProvenance
|
||||
}
|
||||
|
||||
// When the AI would rather ask the user than guess.
|
||||
export interface AIRequestResult {
|
||||
kind: 'request'
|
||||
request: {
|
||||
request_type: AIRequestType
|
||||
message: string
|
||||
required_fields?: Record<string, unknown>
|
||||
options?: Record<string, unknown> | { candidates: PickTransactionOption[] }
|
||||
}
|
||||
provenance: Partial<ProposalProvenance>
|
||||
}
|
||||
|
||||
// Context passed to each generator. Keeping the contract tight so extensions
|
||||
// can't accidentally see more than they need.
|
||||
export interface GenerateMatchContext {
|
||||
inboxItem: InvoiceInboxItem
|
||||
userId: string
|
||||
companyId: string
|
||||
}
|
||||
|
||||
export interface GenerateBookingContext {
|
||||
inboxItem: InvoiceInboxItem
|
||||
matchedTransaction: Transaction
|
||||
existingTemplates: CategorizationTemplate[]
|
||||
entityType: 'enskild_firma' | 'aktiebolag'
|
||||
userId: string
|
||||
companyId: string
|
||||
}
|
||||
|
||||
export interface AIProposalService {
|
||||
/** True when a real (non-noop) implementation is registered and ready. */
|
||||
isEnabled(): boolean
|
||||
|
||||
/**
|
||||
* Propose which bank transaction matches an incoming receipt.
|
||||
* Returns null on service outage (orchestrator will issue needs_manual).
|
||||
*/
|
||||
generateMatchProposal(
|
||||
ctx: GenerateMatchContext
|
||||
): Promise<MatchProposalResult | AIRequestResult | null>
|
||||
|
||||
/**
|
||||
* Propose how to book the matched transaction (accounts, VAT, lines).
|
||||
* Returns null on service outage (orchestrator will issue needs_manual).
|
||||
*/
|
||||
generateBookingProposal(
|
||||
ctx: GenerateBookingContext
|
||||
): Promise<BookingProposalResult | AIRequestResult | null>
|
||||
}
|
||||
|
||||
class NoopAIProposalService implements AIProposalService {
|
||||
isEnabled(): boolean {
|
||||
return false
|
||||
}
|
||||
async generateMatchProposal(): Promise<null> {
|
||||
return null
|
||||
}
|
||||
async generateBookingProposal(): Promise<null> {
|
||||
return null
|
||||
}
|
||||
}
|
||||
|
||||
let service: AIProposalService = new NoopAIProposalService()
|
||||
|
||||
export function getAIProposalService(): AIProposalService {
|
||||
return service
|
||||
}
|
||||
|
||||
export function registerAIProposalService(svc: AIProposalService): void {
|
||||
service = svc
|
||||
}
|
||||
|
||||
/** Reset to noop — for tests only. */
|
||||
export function _resetAIProposalService(): void {
|
||||
service = new NoopAIProposalService()
|
||||
}
|
||||
@@ -0,0 +1,296 @@
|
||||
import { describe, it, expect, vi, beforeEach } from 'vitest'
|
||||
|
||||
// Mock processing-history append BEFORE importing persist — the module
|
||||
// grabs `createServiceClient` at import time, which needs env vars we
|
||||
// don't care about here.
|
||||
vi.mock('@/lib/processing-history/append', () => ({
|
||||
appendProcessingHistory: vi.fn().mockResolvedValue('evt-1'),
|
||||
}))
|
||||
|
||||
import { insertProposal, insertRequest, skipPendingProposalsForSubject } from '../persist'
|
||||
import type { MatchProposalPayload } from '@/types'
|
||||
|
||||
/**
|
||||
* Build a scripted supabase mock where each chained operation is tracked
|
||||
* so the test can inspect what was called. Each `.from(...)` returns a new
|
||||
* chain; the `.update(...)` and `.insert(...)` calls capture payloads;
|
||||
* the await resolves to a scripted result via the `results` queue.
|
||||
*/
|
||||
interface Call {
|
||||
table: string
|
||||
op: 'update' | 'insert' | 'select' | 'other'
|
||||
payload?: unknown
|
||||
filters: Array<{ key: string; value: unknown }>
|
||||
}
|
||||
|
||||
function scriptedSupabase(results: Array<{ data?: unknown; error?: unknown }>) {
|
||||
const calls: Call[] = []
|
||||
let resultIdx = 0
|
||||
|
||||
const makeChain = (table: string) => {
|
||||
const current: Call = { table, op: 'other', filters: [] }
|
||||
calls.push(current)
|
||||
const handler: ProxyHandler<object> = {
|
||||
get(_target, prop) {
|
||||
if (prop === 'then') {
|
||||
const next = results[resultIdx++] ?? { data: null, error: null }
|
||||
return (resolve: (v: unknown) => void) =>
|
||||
resolve({ data: next.data ?? null, error: next.error ?? null })
|
||||
}
|
||||
return (...args: unknown[]) => {
|
||||
if (prop === 'update') {
|
||||
current.op = 'update'
|
||||
current.payload = args[0]
|
||||
} else if (prop === 'insert') {
|
||||
current.op = 'insert'
|
||||
current.payload = args[0]
|
||||
} else if (prop === 'select') {
|
||||
current.op = current.op === 'other' ? 'select' : current.op
|
||||
} else if (prop === 'eq') {
|
||||
current.filters.push({ key: String(args[0]), value: args[1] })
|
||||
}
|
||||
return chain
|
||||
}
|
||||
},
|
||||
}
|
||||
const chain = new Proxy({}, handler)
|
||||
return chain
|
||||
}
|
||||
|
||||
const client = {
|
||||
from: vi.fn().mockImplementation((table: string) => makeChain(table)),
|
||||
}
|
||||
|
||||
return { client, calls }
|
||||
}
|
||||
|
||||
describe('insertProposal', () => {
|
||||
beforeEach(() => {
|
||||
vi.clearAllMocks()
|
||||
})
|
||||
|
||||
it('invalidates prior pending before inserting new', async () => {
|
||||
const { client, calls } = scriptedSupabase([
|
||||
// update (invalidate)
|
||||
{ data: null },
|
||||
// insert + select + single
|
||||
{
|
||||
data: {
|
||||
id: 'proposal-new',
|
||||
company_id: 'c1',
|
||||
user_id: 'u1',
|
||||
subject_type: 'inbox_item',
|
||||
subject_id: 'inbox-1',
|
||||
step_type: 'match',
|
||||
status: 'pending',
|
||||
version: 1,
|
||||
proposal_json: {},
|
||||
confidence: 0.9,
|
||||
reasoning: 'x',
|
||||
ai_request_id: null,
|
||||
model: 'm',
|
||||
prompt_version: 'v1',
|
||||
input_token_count: 0,
|
||||
output_token_count: 0,
|
||||
edit_diff: null,
|
||||
applied_entry_id: null,
|
||||
invalidated_reason: null,
|
||||
created_at: '2026-04-23T00:00:00Z',
|
||||
accepted_at: null,
|
||||
accepted_by_user_id: null,
|
||||
rejected_at: null,
|
||||
updated_at: '2026-04-23T00:00:00Z',
|
||||
},
|
||||
},
|
||||
])
|
||||
|
||||
const payload: MatchProposalPayload = {
|
||||
matched_transaction_id: 'tx-1',
|
||||
alternatives: [],
|
||||
top_confidence: 0.9,
|
||||
}
|
||||
|
||||
const result = await insertProposal(
|
||||
client as unknown as import('@supabase/supabase-js').SupabaseClient,
|
||||
{
|
||||
companyId: 'c1',
|
||||
userId: 'u1',
|
||||
subjectType: 'inbox_item',
|
||||
subjectId: 'inbox-1',
|
||||
stepType: 'match',
|
||||
proposalJson: payload,
|
||||
confidence: 0.9,
|
||||
reasoning: 'x',
|
||||
model: 'm',
|
||||
promptVersion: 'v1',
|
||||
inputTokens: 0,
|
||||
outputTokens: 0,
|
||||
}
|
||||
)
|
||||
|
||||
expect(result.id).toBe('proposal-new')
|
||||
|
||||
// Expect two .from('ai_proposals') calls:
|
||||
// 1. update → invalidate prior
|
||||
// 2. insert → new row
|
||||
const aiProposalCalls = calls.filter((c) => c.table === 'ai_proposals')
|
||||
expect(aiProposalCalls).toHaveLength(2)
|
||||
expect(aiProposalCalls[0].op).toBe('update')
|
||||
expect(aiProposalCalls[0].payload).toMatchObject({
|
||||
status: 'invalidated',
|
||||
invalidated_reason: 'superseded_by_new_proposal',
|
||||
})
|
||||
expect(aiProposalCalls[1].op).toBe('insert')
|
||||
expect(aiProposalCalls[1].payload).toMatchObject({
|
||||
company_id: 'c1',
|
||||
subject_id: 'inbox-1',
|
||||
step_type: 'match',
|
||||
status: 'pending',
|
||||
})
|
||||
})
|
||||
|
||||
it('throws when insert returns an error', async () => {
|
||||
const { client } = scriptedSupabase([
|
||||
{ data: null }, // update OK
|
||||
{ data: null, error: { message: 'boom' } }, // insert fails
|
||||
])
|
||||
|
||||
await expect(
|
||||
insertProposal(
|
||||
client as unknown as import('@supabase/supabase-js').SupabaseClient,
|
||||
{
|
||||
companyId: 'c1',
|
||||
userId: 'u1',
|
||||
subjectType: 'inbox_item',
|
||||
subjectId: 'inbox-1',
|
||||
stepType: 'match',
|
||||
proposalJson: { matched_transaction_id: 'tx-1', alternatives: [], top_confidence: 0.9 },
|
||||
confidence: 0.9,
|
||||
reasoning: 'x',
|
||||
model: 'm',
|
||||
promptVersion: 'v1',
|
||||
inputTokens: 0,
|
||||
outputTokens: 0,
|
||||
}
|
||||
)
|
||||
).rejects.toThrow(/Failed to insert ai_proposal/)
|
||||
})
|
||||
})
|
||||
|
||||
describe('insertRequest', () => {
|
||||
beforeEach(() => {
|
||||
vi.clearAllMocks()
|
||||
})
|
||||
|
||||
it('updates existing open request with the same (subject, type) instead of inserting', async () => {
|
||||
const { client, calls } = scriptedSupabase([
|
||||
// existing lookup
|
||||
{ data: { id: 'req-existing' } },
|
||||
// update
|
||||
{
|
||||
data: {
|
||||
id: 'req-existing',
|
||||
company_id: 'c1',
|
||||
subject_type: 'inbox_item',
|
||||
subject_id: 'inbox-1',
|
||||
request_type: 'needs_manual',
|
||||
message: 'updated',
|
||||
required_fields: null,
|
||||
options: null,
|
||||
status: 'open',
|
||||
response_json: null,
|
||||
resolved_at: null,
|
||||
resolved_by_user_id: null,
|
||||
model: null,
|
||||
prompt_version: null,
|
||||
created_at: '2026-04-23T00:00:00Z',
|
||||
updated_at: '2026-04-23T00:00:00Z',
|
||||
},
|
||||
},
|
||||
])
|
||||
|
||||
const result = await insertRequest(
|
||||
client as unknown as import('@supabase/supabase-js').SupabaseClient,
|
||||
{
|
||||
companyId: 'c1',
|
||||
subjectType: 'inbox_item',
|
||||
subjectId: 'inbox-1',
|
||||
requestType: 'needs_manual',
|
||||
message: 'updated',
|
||||
}
|
||||
)
|
||||
|
||||
expect(result.id).toBe('req-existing')
|
||||
|
||||
const updateCall = calls.find((c) => c.table === 'ai_requests' && c.op === 'update')
|
||||
expect(updateCall).toBeDefined()
|
||||
expect(updateCall!.payload).toMatchObject({ message: 'updated' })
|
||||
|
||||
// No insert was performed (would have been a second ai_requests call with op=insert).
|
||||
const insertCall = calls.find((c) => c.table === 'ai_requests' && c.op === 'insert')
|
||||
expect(insertCall).toBeUndefined()
|
||||
})
|
||||
|
||||
it('inserts a new request when none exists', async () => {
|
||||
const { client, calls } = scriptedSupabase([
|
||||
// existing lookup → none
|
||||
{ data: null },
|
||||
// insert
|
||||
{
|
||||
data: {
|
||||
id: 'req-new',
|
||||
company_id: 'c1',
|
||||
subject_type: 'inbox_item',
|
||||
subject_id: 'inbox-1',
|
||||
request_type: 'reupload_document',
|
||||
message: 'new ask',
|
||||
required_fields: null,
|
||||
options: null,
|
||||
status: 'open',
|
||||
response_json: null,
|
||||
resolved_at: null,
|
||||
resolved_by_user_id: null,
|
||||
model: null,
|
||||
prompt_version: null,
|
||||
created_at: '2026-04-23T00:00:00Z',
|
||||
updated_at: '2026-04-23T00:00:00Z',
|
||||
},
|
||||
},
|
||||
])
|
||||
|
||||
const result = await insertRequest(
|
||||
client as unknown as import('@supabase/supabase-js').SupabaseClient,
|
||||
{
|
||||
companyId: 'c1',
|
||||
subjectType: 'inbox_item',
|
||||
subjectId: 'inbox-1',
|
||||
requestType: 'reupload_document',
|
||||
message: 'new ask',
|
||||
}
|
||||
)
|
||||
|
||||
expect(result.id).toBe('req-new')
|
||||
const insertCall = calls.find((c) => c.table === 'ai_requests' && c.op === 'insert')
|
||||
expect(insertCall).toBeDefined()
|
||||
})
|
||||
})
|
||||
|
||||
describe('skipPendingProposalsForSubject', () => {
|
||||
it('updates all pending proposals for the subject to skipped', async () => {
|
||||
const { client, calls } = scriptedSupabase([{ data: null }])
|
||||
|
||||
await skipPendingProposalsForSubject(
|
||||
client as unknown as import('@supabase/supabase-js').SupabaseClient,
|
||||
'inbox_item',
|
||||
'inbox-1',
|
||||
'user_went_manual'
|
||||
)
|
||||
|
||||
const call = calls.find((c) => c.table === 'ai_proposals')
|
||||
expect(call?.op).toBe('update')
|
||||
expect(call?.payload).toMatchObject({
|
||||
status: 'skipped',
|
||||
invalidated_reason: 'user_went_manual',
|
||||
})
|
||||
})
|
||||
})
|
||||
@@ -0,0 +1,422 @@
|
||||
import { describe, it, expect, vi } from 'vitest'
|
||||
import { reValidateProposal } from '../re-validate'
|
||||
import type { AIProposal, BookingProposalPayload, MatchProposalPayload, InvoiceInboxItem } from '@/types'
|
||||
|
||||
// Minimal proposal factory.
|
||||
function makeProposal(overrides: Partial<AIProposal> = {}): AIProposal {
|
||||
return {
|
||||
id: 'proposal-1',
|
||||
company_id: 'company-1',
|
||||
user_id: 'user-1',
|
||||
subject_type: 'inbox_item',
|
||||
subject_id: 'inbox-1',
|
||||
step_type: 'match',
|
||||
status: 'pending',
|
||||
version: 1,
|
||||
proposal_json: {
|
||||
matched_transaction_id: 'tx-1',
|
||||
alternatives: [],
|
||||
top_confidence: 0.9,
|
||||
} as MatchProposalPayload,
|
||||
confidence: 0.9,
|
||||
reasoning: 'test',
|
||||
ai_request_id: null,
|
||||
model: 'test',
|
||||
prompt_version: 'test-v1',
|
||||
input_token_count: 0,
|
||||
output_token_count: 0,
|
||||
edit_diff: null,
|
||||
applied_entry_id: null,
|
||||
invalidated_reason: null,
|
||||
created_at: '2026-04-23T00:00:00Z',
|
||||
accepted_at: null,
|
||||
accepted_by_user_id: null,
|
||||
rejected_at: null,
|
||||
updated_at: '2026-04-23T00:00:00Z',
|
||||
...overrides,
|
||||
}
|
||||
}
|
||||
|
||||
function makeInboxItem(overrides: Partial<InvoiceInboxItem> = {}): InvoiceInboxItem {
|
||||
// Only the fields re-validate inspects need to be realistic.
|
||||
return {
|
||||
id: 'inbox-1',
|
||||
company_id: 'company-1',
|
||||
user_id: 'user-1',
|
||||
status: 'ready',
|
||||
source: 'upload',
|
||||
document_id: 'doc-1',
|
||||
document_type: 'receipt',
|
||||
extracted_data: null,
|
||||
confidence: null,
|
||||
matched_supplier_id: null,
|
||||
matched_transaction_id: null,
|
||||
match_confidence: null,
|
||||
match_method: null,
|
||||
match_reasoning: null,
|
||||
raw_llm_response: null,
|
||||
email_from: null,
|
||||
email_subject: null,
|
||||
email_received_at: null,
|
||||
email_body_text: null,
|
||||
resend_email_id: null,
|
||||
resend_attachment_id: null,
|
||||
raw_email_payload: null,
|
||||
correlation_id: null,
|
||||
created_supplier_invoice_id: null,
|
||||
error_message: null,
|
||||
created_at: '2026-04-23T00:00:00Z',
|
||||
updated_at: '2026-04-23T00:00:00Z',
|
||||
...overrides,
|
||||
} as unknown as InvoiceInboxItem
|
||||
}
|
||||
|
||||
/**
|
||||
* Build a scripted supabase mock where each `.from(table)` returns a chain
|
||||
* whose terminal awaits resolve in FIFO order from the `results` queue.
|
||||
*/
|
||||
function scriptedSupabase(results: Array<{ data: unknown; error?: unknown }>) {
|
||||
let i = 0
|
||||
const buildChain = (): unknown => {
|
||||
const handler: ProxyHandler<object> = {
|
||||
get(_target, prop) {
|
||||
if (prop === 'then') {
|
||||
const next = results[i++] ?? { data: null, error: null }
|
||||
return (resolve: (v: unknown) => void) =>
|
||||
resolve({ data: next.data ?? null, error: next.error ?? null })
|
||||
}
|
||||
return () => buildChain()
|
||||
},
|
||||
}
|
||||
return new Proxy({}, handler)
|
||||
}
|
||||
return {
|
||||
from: vi.fn().mockImplementation(() => buildChain()),
|
||||
rpc: vi.fn().mockImplementation(() => buildChain()),
|
||||
} as unknown as import('@supabase/supabase-js').SupabaseClient
|
||||
}
|
||||
|
||||
describe('reValidateProposal', () => {
|
||||
it('inbox item missing → fails with inbox_item_missing', async () => {
|
||||
const proposal = makeProposal()
|
||||
const supabase = scriptedSupabase([{ data: null }])
|
||||
|
||||
const result = await reValidateProposal(supabase, 'company-1', proposal)
|
||||
|
||||
expect(result.ok).toBe(false)
|
||||
if (!result.ok) expect(result.code).toBe('inbox_item_missing')
|
||||
})
|
||||
|
||||
it('inbox item already confirmed → fails with inbox_item_already_booked', async () => {
|
||||
const proposal = makeProposal()
|
||||
const supabase = scriptedSupabase([
|
||||
{ data: makeInboxItem({ status: 'confirmed' }) },
|
||||
])
|
||||
|
||||
const result = await reValidateProposal(supabase, 'company-1', proposal)
|
||||
|
||||
expect(result.ok).toBe(false)
|
||||
if (!result.ok) expect(result.code).toBe('inbox_item_already_booked')
|
||||
})
|
||||
|
||||
it('match proposal → transaction missing → fails', async () => {
|
||||
const proposal = makeProposal({ step_type: 'match' })
|
||||
const supabase = scriptedSupabase([
|
||||
{ data: makeInboxItem() },
|
||||
{ data: null }, // transaction lookup → not found
|
||||
])
|
||||
|
||||
const result = await reValidateProposal(supabase, 'company-1', proposal)
|
||||
|
||||
expect(result.ok).toBe(false)
|
||||
if (!result.ok) expect(result.code).toBe('transaction_missing')
|
||||
})
|
||||
|
||||
it('match proposal → transaction already booked → fails', async () => {
|
||||
const proposal = makeProposal({ step_type: 'match' })
|
||||
const supabase = scriptedSupabase([
|
||||
{ data: makeInboxItem() },
|
||||
{ data: { id: 'tx-1', journal_entry_id: 'entry-1', company_id: 'company-1' } },
|
||||
])
|
||||
|
||||
const result = await reValidateProposal(supabase, 'company-1', proposal)
|
||||
|
||||
expect(result.ok).toBe(false)
|
||||
if (!result.ok) expect(result.code).toBe('transaction_already_booked')
|
||||
})
|
||||
|
||||
it('match proposal → happy path → ok', async () => {
|
||||
const proposal = makeProposal({ step_type: 'match' })
|
||||
const supabase = scriptedSupabase([
|
||||
{ data: makeInboxItem() },
|
||||
{ data: { id: 'tx-1', journal_entry_id: null, company_id: 'company-1' } },
|
||||
{ data: null }, // no other inbox item claims this transaction
|
||||
])
|
||||
|
||||
const result = await reValidateProposal(supabase, 'company-1', proposal)
|
||||
|
||||
expect(result.ok).toBe(true)
|
||||
})
|
||||
|
||||
it('booking proposal → no matched_transaction_id → step_prerequisite_missing', async () => {
|
||||
const proposal = makeProposal({
|
||||
step_type: 'booking',
|
||||
proposal_json: {
|
||||
lines: [
|
||||
{ account_number: '5410', debit_amount: 100, credit_amount: 0, description: 'x' },
|
||||
{ account_number: '1930', debit_amount: 0, credit_amount: 100, description: 'x' },
|
||||
],
|
||||
vat_treatment: 'exempt',
|
||||
default_private: false,
|
||||
counterparty_template_proposal: null,
|
||||
fiscal_period_id: 'period-1',
|
||||
entry_date: '2026-04-23',
|
||||
description: 'test',
|
||||
} as BookingProposalPayload,
|
||||
})
|
||||
const supabase = scriptedSupabase([{ data: makeInboxItem({ matched_transaction_id: null }) }])
|
||||
|
||||
const result = await reValidateProposal(supabase, 'company-1', proposal)
|
||||
|
||||
expect(result.ok).toBe(false)
|
||||
if (!result.ok) expect(result.code).toBe('step_prerequisite_missing')
|
||||
})
|
||||
|
||||
it('booking proposal → period closed → period_missing_or_closed', async () => {
|
||||
const proposal = makeProposal({
|
||||
step_type: 'booking',
|
||||
proposal_json: {
|
||||
lines: [
|
||||
{ account_number: '5410', debit_amount: 100, credit_amount: 0, description: 'x' },
|
||||
{ account_number: '1930', debit_amount: 0, credit_amount: 100, description: 'x' },
|
||||
],
|
||||
vat_treatment: 'exempt',
|
||||
default_private: false,
|
||||
counterparty_template_proposal: null,
|
||||
fiscal_period_id: 'period-1',
|
||||
entry_date: '2026-04-23',
|
||||
description: 'test',
|
||||
} as BookingProposalPayload,
|
||||
})
|
||||
const supabase = scriptedSupabase([
|
||||
{ data: makeInboxItem({ matched_transaction_id: 'tx-1' }) },
|
||||
{ data: { id: 'tx-1', journal_entry_id: null } },
|
||||
{ data: { id: 'period-1', is_closed: true, locked_at: null } },
|
||||
])
|
||||
|
||||
const result = await reValidateProposal(supabase, 'company-1', proposal)
|
||||
|
||||
expect(result.ok).toBe(false)
|
||||
if (!result.ok) expect(result.code).toBe('period_missing_or_closed')
|
||||
})
|
||||
|
||||
it('booking proposal → grocery merchant + reduced_12 + 2026-04-15 → livsmedel_vat_rate_stale', async () => {
|
||||
const proposal = makeProposal({
|
||||
step_type: 'booking',
|
||||
proposal_json: {
|
||||
lines: [
|
||||
{ account_number: '4010', debit_amount: 80, credit_amount: 0, description: 'Matvaror ICA Maxi' },
|
||||
{ account_number: '2641', debit_amount: 9.6, credit_amount: 0, description: 'Ingående moms 12%' },
|
||||
{ account_number: '1930', debit_amount: 0, credit_amount: 89.6, description: 'ICA Maxi' },
|
||||
],
|
||||
vat_treatment: 'reduced_12',
|
||||
default_private: false,
|
||||
counterparty_template_proposal: null,
|
||||
fiscal_period_id: 'period-1',
|
||||
entry_date: '2026-04-15',
|
||||
description: 'ICA Maxi — matvaror',
|
||||
} as BookingProposalPayload,
|
||||
})
|
||||
const supabase = scriptedSupabase([
|
||||
{ data: makeInboxItem({ matched_transaction_id: 'tx-1', extracted_data: { merchant_name: 'ICA Maxi Lindhagen' } }) },
|
||||
{ data: { id: 'tx-1', journal_entry_id: null } },
|
||||
{ data: { id: 'period-1', is_closed: false, locked_at: null } },
|
||||
{ data: [
|
||||
{ account_number: '4010', is_active: true },
|
||||
{ account_number: '2641', is_active: true },
|
||||
{ account_number: '1930', is_active: true },
|
||||
] },
|
||||
])
|
||||
|
||||
const result = await reValidateProposal(supabase, 'company-1', proposal)
|
||||
|
||||
expect(result.ok).toBe(false)
|
||||
if (!result.ok) {
|
||||
expect(result.code).toBe('livsmedel_vat_rate_stale')
|
||||
expect(result.details?.expected).toBe('reduced_6')
|
||||
}
|
||||
})
|
||||
|
||||
it('booking proposal → grocery merchant + reduced_6 + 2026-04-15 → ok', async () => {
|
||||
const proposal = makeProposal({
|
||||
step_type: 'booking',
|
||||
proposal_json: {
|
||||
lines: [
|
||||
{ account_number: '4010', debit_amount: 80, credit_amount: 0, description: 'Matvaror ICA' },
|
||||
{ account_number: '2641', debit_amount: 4.8, credit_amount: 0, description: 'Ingående moms 6%' },
|
||||
{ account_number: '1930', debit_amount: 0, credit_amount: 84.8, description: 'ICA' },
|
||||
],
|
||||
vat_treatment: 'reduced_6',
|
||||
default_private: false,
|
||||
counterparty_template_proposal: null,
|
||||
fiscal_period_id: 'period-1',
|
||||
entry_date: '2026-04-15',
|
||||
description: 'ICA Maxi — matvaror',
|
||||
} as BookingProposalPayload,
|
||||
})
|
||||
const supabase = scriptedSupabase([
|
||||
{ data: makeInboxItem({ matched_transaction_id: 'tx-1', extracted_data: { merchant_name: 'ICA Maxi' } }) },
|
||||
{ data: { id: 'tx-1', journal_entry_id: null } },
|
||||
{ data: { id: 'period-1', is_closed: false, locked_at: null } },
|
||||
{ data: [
|
||||
{ account_number: '4010', is_active: true },
|
||||
{ account_number: '2641', is_active: true },
|
||||
{ account_number: '1930', is_active: true },
|
||||
] },
|
||||
])
|
||||
|
||||
const result = await reValidateProposal(supabase, 'company-1', proposal)
|
||||
|
||||
expect(result.ok).toBe(true)
|
||||
})
|
||||
|
||||
it('booking proposal → grocery merchant + reduced_6 + 2025-12-15 → livsmedel_vat_rate_stale', async () => {
|
||||
const proposal = makeProposal({
|
||||
step_type: 'booking',
|
||||
proposal_json: {
|
||||
lines: [
|
||||
{ account_number: '4010', debit_amount: 80, credit_amount: 0, description: 'Matvaror Coop' },
|
||||
{ account_number: '2641', debit_amount: 4.8, credit_amount: 0, description: 'Ingående moms 6%' },
|
||||
{ account_number: '1930', debit_amount: 0, credit_amount: 84.8, description: 'Coop' },
|
||||
],
|
||||
vat_treatment: 'reduced_6',
|
||||
default_private: false,
|
||||
counterparty_template_proposal: null,
|
||||
fiscal_period_id: 'period-1',
|
||||
entry_date: '2025-12-15',
|
||||
description: 'Coop — matvaror',
|
||||
} as BookingProposalPayload,
|
||||
})
|
||||
const supabase = scriptedSupabase([
|
||||
{ data: makeInboxItem({ matched_transaction_id: 'tx-1', extracted_data: { merchant_name: 'Coop Konsum' } }) },
|
||||
{ data: { id: 'tx-1', journal_entry_id: null } },
|
||||
{ data: { id: 'period-1', is_closed: false, locked_at: null } },
|
||||
{ data: [
|
||||
{ account_number: '4010', is_active: true },
|
||||
{ account_number: '2641', is_active: true },
|
||||
{ account_number: '1930', is_active: true },
|
||||
] },
|
||||
])
|
||||
|
||||
const result = await reValidateProposal(supabase, 'company-1', proposal)
|
||||
|
||||
expect(result.ok).toBe(false)
|
||||
if (!result.ok) {
|
||||
expect(result.code).toBe('livsmedel_vat_rate_stale')
|
||||
expect(result.details?.expected).toBe('reduced_12')
|
||||
}
|
||||
})
|
||||
|
||||
it('booking proposal → restaurang + reduced_6 → livsmedel_vat_rate_stale', async () => {
|
||||
const proposal = makeProposal({
|
||||
step_type: 'booking',
|
||||
proposal_json: {
|
||||
lines: [
|
||||
{ account_number: '5810', debit_amount: 80, credit_amount: 0, description: 'Lunch på restaurang' },
|
||||
{ account_number: '2641', debit_amount: 4.8, credit_amount: 0, description: 'Ingående moms 6%' },
|
||||
{ account_number: '1930', debit_amount: 0, credit_amount: 84.8, description: 'Restaurang' },
|
||||
],
|
||||
vat_treatment: 'reduced_6',
|
||||
default_private: false,
|
||||
counterparty_template_proposal: null,
|
||||
fiscal_period_id: 'period-1',
|
||||
entry_date: '2026-04-15',
|
||||
description: 'Restaurang Frantzén — lunch',
|
||||
} as BookingProposalPayload,
|
||||
})
|
||||
const supabase = scriptedSupabase([
|
||||
{ data: makeInboxItem({ matched_transaction_id: 'tx-1', extracted_data: { merchant_name: 'Restaurang Frantzén' } }) },
|
||||
{ data: { id: 'tx-1', journal_entry_id: null } },
|
||||
{ data: { id: 'period-1', is_closed: false, locked_at: null } },
|
||||
{ data: [
|
||||
{ account_number: '5810', is_active: true },
|
||||
{ account_number: '2641', is_active: true },
|
||||
{ account_number: '1930', is_active: true },
|
||||
] },
|
||||
])
|
||||
|
||||
const result = await reValidateProposal(supabase, 'company-1', proposal)
|
||||
|
||||
expect(result.ok).toBe(false)
|
||||
if (!result.ok) {
|
||||
expect(result.code).toBe('livsmedel_vat_rate_stale')
|
||||
expect(result.details?.signal).toBe('restaurang')
|
||||
}
|
||||
})
|
||||
|
||||
it('booking proposal → restaurang + reduced_12 → ok (servering stays at 12%)', async () => {
|
||||
const proposal = makeProposal({
|
||||
step_type: 'booking',
|
||||
proposal_json: {
|
||||
lines: [
|
||||
{ account_number: '5810', debit_amount: 80, credit_amount: 0, description: 'Lunch' },
|
||||
{ account_number: '2641', debit_amount: 9.6, credit_amount: 0, description: 'Ingående moms 12%' },
|
||||
{ account_number: '1930', debit_amount: 0, credit_amount: 89.6, description: 'Restaurang' },
|
||||
],
|
||||
vat_treatment: 'reduced_12',
|
||||
default_private: false,
|
||||
counterparty_template_proposal: null,
|
||||
fiscal_period_id: 'period-1',
|
||||
entry_date: '2026-04-15',
|
||||
description: 'Restaurang — lunch',
|
||||
} as BookingProposalPayload,
|
||||
})
|
||||
const supabase = scriptedSupabase([
|
||||
{ data: makeInboxItem({ matched_transaction_id: 'tx-1', extracted_data: { merchant_name: 'Restaurang Frantzén' } }) },
|
||||
{ data: { id: 'tx-1', journal_entry_id: null } },
|
||||
{ data: { id: 'period-1', is_closed: false, locked_at: null } },
|
||||
{ data: [
|
||||
{ account_number: '5810', is_active: true },
|
||||
{ account_number: '2641', is_active: true },
|
||||
{ account_number: '1930', is_active: true },
|
||||
] },
|
||||
])
|
||||
|
||||
const result = await reValidateProposal(supabase, 'company-1', proposal)
|
||||
|
||||
expect(result.ok).toBe(true)
|
||||
})
|
||||
|
||||
it('booking proposal → inactive account → account_missing_or_inactive', async () => {
|
||||
const proposal = makeProposal({
|
||||
step_type: 'booking',
|
||||
proposal_json: {
|
||||
lines: [
|
||||
{ account_number: '5410', debit_amount: 100, credit_amount: 0, description: 'x' },
|
||||
{ account_number: '1930', debit_amount: 0, credit_amount: 100, description: 'x' },
|
||||
],
|
||||
vat_treatment: 'exempt',
|
||||
default_private: false,
|
||||
counterparty_template_proposal: null,
|
||||
fiscal_period_id: 'period-1',
|
||||
entry_date: '2026-04-23',
|
||||
description: 'test',
|
||||
} as BookingProposalPayload,
|
||||
})
|
||||
const supabase = scriptedSupabase([
|
||||
{ data: makeInboxItem({ matched_transaction_id: 'tx-1' }) },
|
||||
{ data: { id: 'tx-1', journal_entry_id: null } },
|
||||
{ data: { id: 'period-1', is_closed: false, locked_at: null } },
|
||||
// Only 1930 is active; 5410 missing from results.
|
||||
{ data: [{ account_number: '1930', is_active: true }] },
|
||||
])
|
||||
|
||||
const result = await reValidateProposal(supabase, 'company-1', proposal)
|
||||
|
||||
expect(result.ok).toBe(false)
|
||||
if (!result.ok) {
|
||||
expect(result.code).toBe('account_missing_or_inactive')
|
||||
expect(result.details?.missing_accounts).toEqual(['5410'])
|
||||
}
|
||||
})
|
||||
})
|
||||
@@ -0,0 +1,188 @@
|
||||
/**
|
||||
* Apply path — what happens when a user accepts a pending proposal.
|
||||
*
|
||||
* - step='match': sets matched_transaction_id on the inbox item using the
|
||||
* same columns as the existing smart-matcher (match_method, match_confidence,
|
||||
* match_reasoning) so downstream consumers don't need to know whether the
|
||||
* match came from AI or the deterministic matcher.
|
||||
*
|
||||
* - step='booking': creates a draft journal entry via the engine with
|
||||
* created_via='ai_proposed' + source_proposal_id, then commits, then
|
||||
* links the document. Mirrors the categorize API route's CAS guards.
|
||||
*
|
||||
* Re-validation MUST have already passed (call reValidateProposal() first).
|
||||
*/
|
||||
|
||||
import type { SupabaseClient } from '@supabase/supabase-js'
|
||||
import type {
|
||||
AIProposal,
|
||||
BookingProposalPayload,
|
||||
CreateJournalEntryInput,
|
||||
InvoiceInboxItem,
|
||||
JournalEntry,
|
||||
MatchProposalPayload,
|
||||
} from '@/types'
|
||||
import {
|
||||
createDraftEntry,
|
||||
commitEntry,
|
||||
} from '@/lib/bookkeeping/engine'
|
||||
import { linkToJournalEntry } from '@/lib/core/documents/document-service'
|
||||
import { createLogger } from '@/lib/logger'
|
||||
|
||||
const log = createLogger('ai-proposals/apply')
|
||||
|
||||
export interface ApplyMatchOutcome {
|
||||
kind: 'match_applied'
|
||||
inboxItemId: string
|
||||
matchedTransactionId: string
|
||||
}
|
||||
|
||||
export interface ApplyBookingOutcome {
|
||||
kind: 'booking_applied'
|
||||
inboxItemId: string
|
||||
journalEntry: JournalEntry
|
||||
}
|
||||
|
||||
export type ApplyOutcome = ApplyMatchOutcome | ApplyBookingOutcome
|
||||
|
||||
/**
|
||||
* Apply a re-validated proposal. Writes the proposal's changes to the
|
||||
* domain tables (inbox_item, journal_entries, document_attachments).
|
||||
*
|
||||
* Callers should:
|
||||
* 1. Run reValidateProposal() first.
|
||||
* 2. Use this function's return value to update the proposal row
|
||||
* (status='accepted', applied_entry_id).
|
||||
*/
|
||||
export async function applyProposal(
|
||||
supabase: SupabaseClient,
|
||||
companyId: string,
|
||||
userId: string,
|
||||
proposal: AIProposal,
|
||||
inboxItem: InvoiceInboxItem,
|
||||
editedPayload?: MatchProposalPayload | BookingProposalPayload
|
||||
): Promise<ApplyOutcome> {
|
||||
const payload = editedPayload ?? proposal.proposal_json
|
||||
|
||||
if (proposal.step_type === 'match') {
|
||||
return applyMatch(supabase, inboxItem, payload as MatchProposalPayload, proposal)
|
||||
}
|
||||
|
||||
if (proposal.step_type === 'booking') {
|
||||
return applyBooking(supabase, companyId, userId, inboxItem, payload as BookingProposalPayload, proposal)
|
||||
}
|
||||
|
||||
throw new Error(`Unknown step_type: ${proposal.step_type}`)
|
||||
}
|
||||
|
||||
async function applyMatch(
|
||||
supabase: SupabaseClient,
|
||||
inboxItem: InvoiceInboxItem,
|
||||
payload: MatchProposalPayload,
|
||||
proposal: AIProposal
|
||||
): Promise<ApplyMatchOutcome> {
|
||||
const { error } = await supabase
|
||||
.from('invoice_inbox_items')
|
||||
.update({
|
||||
matched_transaction_id: payload.matched_transaction_id,
|
||||
match_method: 'llm',
|
||||
match_confidence: proposal.confidence,
|
||||
match_reasoning: proposal.reasoning,
|
||||
})
|
||||
.eq('id', inboxItem.id)
|
||||
|
||||
if (error) {
|
||||
// 23505 = the existing smart-match partial unique index (the same
|
||||
// transaction was claimed by another inbox item since re-validation).
|
||||
throw new Error(`Failed to apply match: ${error.message}`)
|
||||
}
|
||||
|
||||
return {
|
||||
kind: 'match_applied',
|
||||
inboxItemId: inboxItem.id,
|
||||
matchedTransactionId: payload.matched_transaction_id,
|
||||
}
|
||||
}
|
||||
|
||||
async function applyBooking(
|
||||
supabase: SupabaseClient,
|
||||
companyId: string,
|
||||
userId: string,
|
||||
inboxItem: InvoiceInboxItem,
|
||||
payload: BookingProposalPayload,
|
||||
proposal: AIProposal
|
||||
): Promise<ApplyBookingOutcome> {
|
||||
// 1. Draft the entry with provenance.
|
||||
const input: CreateJournalEntryInput = {
|
||||
fiscal_period_id: payload.fiscal_period_id,
|
||||
entry_date: payload.entry_date,
|
||||
description: payload.description,
|
||||
source_type: 'bank_transaction',
|
||||
source_id: inboxItem.matched_transaction_id!,
|
||||
lines: payload.lines.map((l) => ({
|
||||
account_number: l.account_number,
|
||||
debit_amount: l.debit_amount,
|
||||
credit_amount: l.credit_amount,
|
||||
line_description: l.description,
|
||||
})),
|
||||
created_via: 'ai_proposed',
|
||||
source_proposal_id: proposal.id,
|
||||
}
|
||||
|
||||
const draft = await createDraftEntry(supabase, companyId, userId, input)
|
||||
|
||||
let entry: JournalEntry
|
||||
try {
|
||||
entry = await commitEntry(supabase, companyId, userId, draft.id)
|
||||
} catch (commitError) {
|
||||
// Mirror the safety net from createJournalEntry — cancel the orphan draft.
|
||||
try {
|
||||
await supabase
|
||||
.from('journal_entries')
|
||||
.update({ status: 'cancelled' })
|
||||
.eq('id', draft.id)
|
||||
.eq('status', 'draft')
|
||||
} catch {
|
||||
// Swallow — surface the original commit error
|
||||
}
|
||||
throw commitError
|
||||
}
|
||||
|
||||
// 2. Link the document to the entry (mirror the categorize route pattern).
|
||||
if (inboxItem.document_id) {
|
||||
try {
|
||||
await linkToJournalEntry(supabase, companyId, inboxItem.document_id, entry.id)
|
||||
} catch (err) {
|
||||
log.error('Failed to link document to entry (entry stays posted):', err)
|
||||
// The entry is already posted; re-linking can be retried from the UI.
|
||||
}
|
||||
}
|
||||
|
||||
// 3. Link the transaction to the entry (same CAS as categorize route).
|
||||
if (inboxItem.matched_transaction_id) {
|
||||
const { error: txError } = await supabase
|
||||
.from('transactions')
|
||||
.update({
|
||||
journal_entry_id: entry.id,
|
||||
is_business: true,
|
||||
})
|
||||
.eq('id', inboxItem.matched_transaction_id)
|
||||
.is('journal_entry_id', null)
|
||||
|
||||
if (txError) {
|
||||
log.error('Failed to link transaction to entry:', txError)
|
||||
}
|
||||
}
|
||||
|
||||
// 4. Mark the inbox item confirmed.
|
||||
await supabase
|
||||
.from('invoice_inbox_items')
|
||||
.update({ status: 'confirmed' })
|
||||
.eq('id', inboxItem.id)
|
||||
|
||||
return {
|
||||
kind: 'booking_applied',
|
||||
inboxItemId: inboxItem.id,
|
||||
journalEntry: entry,
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,264 @@
|
||||
/**
|
||||
* Persistence helpers for ai_proposals and ai_requests.
|
||||
*
|
||||
* - Inserts new proposals, invalidating any prior pending proposal for the
|
||||
* same (subject, step) first to keep the partial unique index happy.
|
||||
* - Inserts new ai_requests with the same idempotency on (subject, request_type).
|
||||
* - Appends processing_history audit events so the timeline on the inbox
|
||||
* item tells the full story: DocumentIngested -> DocumentClassified ->
|
||||
* AIProposalGenerated -> AIProposalAccepted -> JournalEntryPosted.
|
||||
*
|
||||
* All writes use the caller's Supabase client — service role for orchestrator
|
||||
* context (RLS bypassed), user client for API route context (RLS enforced).
|
||||
*/
|
||||
|
||||
import type { SupabaseClient } from '@supabase/supabase-js'
|
||||
import type {
|
||||
AIProposal,
|
||||
AIProposalStepType,
|
||||
AIRequest,
|
||||
AIRequestType,
|
||||
AISubjectType,
|
||||
InvoiceInboxItem,
|
||||
MatchProposalPayload,
|
||||
BookingProposalPayload,
|
||||
} from '@/types'
|
||||
import { appendProcessingHistory } from '@/lib/processing-history/append'
|
||||
import { createLogger } from '@/lib/logger'
|
||||
|
||||
const log = createLogger('ai-proposals/persist')
|
||||
|
||||
// ── Proposal insert ──────────────────────────────────────────────────
|
||||
|
||||
export interface InsertProposalInput {
|
||||
companyId: string
|
||||
userId: string
|
||||
subjectType: AISubjectType
|
||||
subjectId: string
|
||||
stepType: AIProposalStepType
|
||||
proposalJson: MatchProposalPayload | BookingProposalPayload
|
||||
confidence: number
|
||||
reasoning: string
|
||||
model: string
|
||||
promptVersion: string
|
||||
inputTokens: number
|
||||
outputTokens: number
|
||||
aiRequestId?: string | null
|
||||
correlationId?: string
|
||||
}
|
||||
|
||||
/**
|
||||
* Insert a new pending proposal. Invalidates any prior pending proposal for
|
||||
* the same (subject, step) first so the partial unique index accepts the
|
||||
* new row and the audit trail reflects the replacement.
|
||||
*/
|
||||
export async function insertProposal(
|
||||
supabase: SupabaseClient,
|
||||
input: InsertProposalInput
|
||||
): Promise<AIProposal> {
|
||||
// 1. Invalidate any prior pending proposal for this (subject, step).
|
||||
await supabase
|
||||
.from('ai_proposals')
|
||||
.update({
|
||||
status: 'invalidated',
|
||||
invalidated_reason: 'superseded_by_new_proposal',
|
||||
})
|
||||
.eq('subject_type', input.subjectType)
|
||||
.eq('subject_id', input.subjectId)
|
||||
.eq('step_type', input.stepType)
|
||||
.eq('status', 'pending')
|
||||
|
||||
// 2. Insert the new proposal.
|
||||
const { data, error } = await supabase
|
||||
.from('ai_proposals')
|
||||
.insert({
|
||||
company_id: input.companyId,
|
||||
user_id: input.userId,
|
||||
subject_type: input.subjectType,
|
||||
subject_id: input.subjectId,
|
||||
step_type: input.stepType,
|
||||
status: 'pending',
|
||||
proposal_json: input.proposalJson,
|
||||
confidence: input.confidence,
|
||||
reasoning: input.reasoning,
|
||||
model: input.model,
|
||||
prompt_version: input.promptVersion,
|
||||
input_token_count: input.inputTokens,
|
||||
output_token_count: input.outputTokens,
|
||||
ai_request_id: input.aiRequestId ?? null,
|
||||
})
|
||||
.select()
|
||||
.single()
|
||||
|
||||
if (error || !data) {
|
||||
throw new Error(`Failed to insert ai_proposal: ${error?.message}`)
|
||||
}
|
||||
|
||||
const proposal = data as AIProposal
|
||||
|
||||
// 3. Audit: AIProposalGenerated
|
||||
if (input.correlationId) {
|
||||
try {
|
||||
await appendProcessingHistory({
|
||||
companyId: input.companyId,
|
||||
correlationId: input.correlationId,
|
||||
aggregateType: 'AIProposal',
|
||||
aggregateId: proposal.id,
|
||||
eventType: 'AIProposalGenerated',
|
||||
payload: {
|
||||
proposal_id: proposal.id,
|
||||
subject_type: input.subjectType,
|
||||
subject_id: input.subjectId,
|
||||
step_type: input.stepType,
|
||||
confidence: input.confidence,
|
||||
model: input.model,
|
||||
prompt_version: input.promptVersion,
|
||||
input_tokens: input.inputTokens,
|
||||
output_tokens: input.outputTokens,
|
||||
},
|
||||
actor: { type: 'llm', id: 'ai-agent' },
|
||||
occurredAt: new Date(),
|
||||
})
|
||||
} catch (err) {
|
||||
log.error('Failed to append AIProposalGenerated:', err)
|
||||
}
|
||||
}
|
||||
|
||||
return proposal
|
||||
}
|
||||
|
||||
// ── Request insert ───────────────────────────────────────────────────
|
||||
|
||||
export interface InsertRequestInput {
|
||||
companyId: string
|
||||
subjectType: AISubjectType
|
||||
subjectId: string
|
||||
requestType: AIRequestType
|
||||
message: string
|
||||
requiredFields?: Record<string, unknown>
|
||||
options?: Record<string, unknown>
|
||||
model?: string
|
||||
promptVersion?: string
|
||||
correlationId?: string
|
||||
}
|
||||
|
||||
export async function insertRequest(
|
||||
supabase: SupabaseClient,
|
||||
input: InsertRequestInput
|
||||
): Promise<AIRequest> {
|
||||
// Idempotency: if an open request of the same (subject, request_type) exists,
|
||||
// update it in place rather than erroring on the partial unique index.
|
||||
const { data: existing } = await supabase
|
||||
.from('ai_requests')
|
||||
.select('id')
|
||||
.eq('subject_type', input.subjectType)
|
||||
.eq('subject_id', input.subjectId)
|
||||
.eq('request_type', input.requestType)
|
||||
.eq('status', 'open')
|
||||
.maybeSingle()
|
||||
|
||||
if (existing) {
|
||||
const { data: updated, error: updateError } = await supabase
|
||||
.from('ai_requests')
|
||||
.update({
|
||||
message: input.message,
|
||||
required_fields: input.requiredFields ?? null,
|
||||
options: input.options ?? null,
|
||||
model: input.model ?? null,
|
||||
prompt_version: input.promptVersion ?? null,
|
||||
})
|
||||
.eq('id', existing.id)
|
||||
.select()
|
||||
.single()
|
||||
|
||||
if (updateError || !updated) {
|
||||
throw new Error(`Failed to update ai_request: ${updateError?.message}`)
|
||||
}
|
||||
return updated as AIRequest
|
||||
}
|
||||
|
||||
const { data, error } = await supabase
|
||||
.from('ai_requests')
|
||||
.insert({
|
||||
company_id: input.companyId,
|
||||
subject_type: input.subjectType,
|
||||
subject_id: input.subjectId,
|
||||
request_type: input.requestType,
|
||||
message: input.message,
|
||||
required_fields: input.requiredFields ?? null,
|
||||
options: input.options ?? null,
|
||||
model: input.model ?? null,
|
||||
prompt_version: input.promptVersion ?? null,
|
||||
status: 'open',
|
||||
})
|
||||
.select()
|
||||
.single()
|
||||
|
||||
if (error || !data) {
|
||||
throw new Error(`Failed to insert ai_request: ${error?.message}`)
|
||||
}
|
||||
|
||||
const request = data as AIRequest
|
||||
|
||||
if (input.correlationId) {
|
||||
try {
|
||||
await appendProcessingHistory({
|
||||
companyId: input.companyId,
|
||||
correlationId: input.correlationId,
|
||||
aggregateType: 'AIRequest',
|
||||
aggregateId: request.id,
|
||||
eventType: 'AIRequestCreated',
|
||||
payload: {
|
||||
request_id: request.id,
|
||||
subject_type: input.subjectType,
|
||||
subject_id: input.subjectId,
|
||||
request_type: input.requestType,
|
||||
},
|
||||
actor: { type: 'llm', id: 'ai-agent' },
|
||||
occurredAt: new Date(),
|
||||
})
|
||||
} catch (err) {
|
||||
log.error('Failed to append AIRequestCreated:', err)
|
||||
}
|
||||
}
|
||||
|
||||
return request
|
||||
}
|
||||
|
||||
// ── Helpers ─────────────────────────────────────────────────────────
|
||||
|
||||
export async function fetchInboxItem(
|
||||
supabase: SupabaseClient,
|
||||
companyId: string,
|
||||
inboxItemId: string
|
||||
): Promise<InvoiceInboxItem | null> {
|
||||
const { data } = await supabase
|
||||
.from('invoice_inbox_items')
|
||||
.select('*')
|
||||
.eq('id', inboxItemId)
|
||||
.eq('company_id', companyId)
|
||||
.maybeSingle()
|
||||
return data as InvoiceInboxItem | null
|
||||
}
|
||||
|
||||
/**
|
||||
* Mark all pending proposals for an inbox item as skipped. Used when the
|
||||
* user bypassed the AI flow and took a manual action (categorize,
|
||||
* match-invoice, match-supplier-invoice) on the linked transaction.
|
||||
*/
|
||||
export async function skipPendingProposalsForSubject(
|
||||
supabase: SupabaseClient,
|
||||
subjectType: AISubjectType,
|
||||
subjectId: string,
|
||||
reason: string
|
||||
): Promise<void> {
|
||||
await supabase
|
||||
.from('ai_proposals')
|
||||
.update({
|
||||
status: 'skipped',
|
||||
invalidated_reason: reason,
|
||||
})
|
||||
.eq('subject_type', subjectType)
|
||||
.eq('subject_id', subjectId)
|
||||
.eq('status', 'pending')
|
||||
}
|
||||
@@ -0,0 +1,346 @@
|
||||
/**
|
||||
* Re-validation at accept time.
|
||||
*
|
||||
* A pending proposal can become stale between generation and accept:
|
||||
* * matched transaction gets deleted or already booked
|
||||
* * fiscal period closed or locked
|
||||
* * account deactivated in the chart
|
||||
* * inbox item already linked to a journal entry via a manual path
|
||||
*
|
||||
* This module runs the relevant checks and returns a typed error the API
|
||||
* route translates to a structured response the UI can act on (e.g.,
|
||||
* "period closed — reopen it or change the entry date").
|
||||
*/
|
||||
|
||||
import type { SupabaseClient } from '@supabase/supabase-js'
|
||||
import type {
|
||||
AIProposal,
|
||||
BookingProposalPayload,
|
||||
MatchProposalPayload,
|
||||
InvoiceInboxItem,
|
||||
} from '@/types'
|
||||
|
||||
export type ValidationFailureCode =
|
||||
| 'inbox_item_missing'
|
||||
| 'inbox_item_already_booked'
|
||||
| 'transaction_missing'
|
||||
| 'transaction_already_booked'
|
||||
| 'transaction_already_matched_elsewhere'
|
||||
| 'period_missing_or_closed'
|
||||
| 'account_missing_or_inactive'
|
||||
| 'receipt_file_missing'
|
||||
| 'step_prerequisite_missing'
|
||||
| 'livsmedel_vat_rate_stale'
|
||||
|
||||
export interface ValidationSuccess {
|
||||
ok: true
|
||||
inboxItem: InvoiceInboxItem
|
||||
}
|
||||
|
||||
export interface ValidationFailure {
|
||||
ok: false
|
||||
code: ValidationFailureCode
|
||||
message: string
|
||||
details?: Record<string, unknown>
|
||||
}
|
||||
|
||||
export type ValidationResult = ValidationSuccess | ValidationFailure
|
||||
|
||||
export async function reValidateProposal(
|
||||
supabase: SupabaseClient,
|
||||
companyId: string,
|
||||
proposal: AIProposal
|
||||
): Promise<ValidationResult> {
|
||||
if (proposal.subject_type !== 'inbox_item') {
|
||||
return {
|
||||
ok: false,
|
||||
code: 'step_prerequisite_missing',
|
||||
message: 'Endast inkorgsobjekt stöds i denna version.',
|
||||
}
|
||||
}
|
||||
|
||||
// Common: the inbox item still exists.
|
||||
const { data: inboxItem, error: inboxError } = await supabase
|
||||
.from('invoice_inbox_items')
|
||||
.select('*')
|
||||
.eq('id', proposal.subject_id)
|
||||
.eq('company_id', companyId)
|
||||
.maybeSingle()
|
||||
|
||||
if (inboxError || !inboxItem) {
|
||||
return {
|
||||
ok: false,
|
||||
code: 'inbox_item_missing',
|
||||
message: 'Kvittot/fakturan finns inte längre.',
|
||||
}
|
||||
}
|
||||
|
||||
const item = inboxItem as InvoiceInboxItem
|
||||
|
||||
// If the document has already been booked via another path, skip.
|
||||
if (item.status === 'confirmed') {
|
||||
return {
|
||||
ok: false,
|
||||
code: 'inbox_item_already_booked',
|
||||
message: 'Detta dokument är redan bokfört manuellt.',
|
||||
}
|
||||
}
|
||||
|
||||
if (proposal.step_type === 'match') {
|
||||
return reValidateMatch(supabase, companyId, item, proposal.proposal_json as MatchProposalPayload)
|
||||
}
|
||||
|
||||
if (proposal.step_type === 'booking') {
|
||||
return reValidateBooking(supabase, companyId, item, proposal.proposal_json as BookingProposalPayload)
|
||||
}
|
||||
|
||||
return {
|
||||
ok: false,
|
||||
code: 'step_prerequisite_missing',
|
||||
message: `Okänt stegtyp: ${proposal.step_type}`,
|
||||
}
|
||||
}
|
||||
|
||||
async function reValidateMatch(
|
||||
supabase: SupabaseClient,
|
||||
companyId: string,
|
||||
item: InvoiceInboxItem,
|
||||
payload: MatchProposalPayload
|
||||
): Promise<ValidationResult> {
|
||||
// BFL 5 kap 7§: every verifikation requires an underlying source document.
|
||||
// Block the match accept when no receipt file is attached so the user
|
||||
// can't reach the booking step without proof. The UI shows an upload
|
||||
// affordance in the receipt detail modal for this exact case.
|
||||
if (!item.document_id) {
|
||||
return {
|
||||
ok: false,
|
||||
code: 'receipt_file_missing',
|
||||
message: 'Kvittobild krävs innan du kan koppla transaktionen. Ladda upp en bild av kvittot först.',
|
||||
}
|
||||
}
|
||||
|
||||
const txId = payload.matched_transaction_id
|
||||
|
||||
const { data: tx } = await supabase
|
||||
.from('transactions')
|
||||
.select('id, journal_entry_id, company_id')
|
||||
.eq('id', txId)
|
||||
.eq('company_id', companyId)
|
||||
.maybeSingle()
|
||||
|
||||
if (!tx) {
|
||||
return {
|
||||
ok: false,
|
||||
code: 'transaction_missing',
|
||||
message: 'Den föreslagna transaktionen finns inte längre.',
|
||||
}
|
||||
}
|
||||
|
||||
if (tx.journal_entry_id) {
|
||||
return {
|
||||
ok: false,
|
||||
code: 'transaction_already_booked',
|
||||
message: 'Transaktionen är redan bokförd.',
|
||||
}
|
||||
}
|
||||
|
||||
// Another inbox item may have claimed this transaction via the existing
|
||||
// smart-match partial unique index.
|
||||
const { data: claimingInbox } = await supabase
|
||||
.from('invoice_inbox_items')
|
||||
.select('id')
|
||||
.eq('matched_transaction_id', txId)
|
||||
.eq('company_id', companyId)
|
||||
.neq('id', item.id)
|
||||
.maybeSingle()
|
||||
|
||||
if (claimingInbox) {
|
||||
return {
|
||||
ok: false,
|
||||
code: 'transaction_already_matched_elsewhere',
|
||||
message: 'Transaktionen är redan matchad till ett annat dokument.',
|
||||
}
|
||||
}
|
||||
|
||||
return { ok: true, inboxItem: item }
|
||||
}
|
||||
|
||||
async function reValidateBooking(
|
||||
supabase: SupabaseClient,
|
||||
companyId: string,
|
||||
item: InvoiceInboxItem,
|
||||
payload: BookingProposalPayload
|
||||
): Promise<ValidationResult> {
|
||||
if (!item.matched_transaction_id) {
|
||||
return {
|
||||
ok: false,
|
||||
code: 'step_prerequisite_missing',
|
||||
message: 'Ingen matchande transaktion — stäng först matchningssteget.',
|
||||
}
|
||||
}
|
||||
|
||||
// The transaction still exists and is still unbooked.
|
||||
const { data: tx } = await supabase
|
||||
.from('transactions')
|
||||
.select('id, journal_entry_id')
|
||||
.eq('id', item.matched_transaction_id)
|
||||
.eq('company_id', companyId)
|
||||
.maybeSingle()
|
||||
|
||||
if (!tx) {
|
||||
return {
|
||||
ok: false,
|
||||
code: 'transaction_missing',
|
||||
message: 'Den matchade transaktionen finns inte längre.',
|
||||
}
|
||||
}
|
||||
|
||||
if (tx.journal_entry_id) {
|
||||
return {
|
||||
ok: false,
|
||||
code: 'transaction_already_booked',
|
||||
message: 'Transaktionen har redan bokförts.',
|
||||
}
|
||||
}
|
||||
|
||||
// Fiscal period is open.
|
||||
const { data: period } = await supabase
|
||||
.from('fiscal_periods')
|
||||
.select('id, is_closed, locked_at')
|
||||
.eq('id', payload.fiscal_period_id)
|
||||
.eq('company_id', companyId)
|
||||
.maybeSingle()
|
||||
|
||||
if (!period || period.is_closed || period.locked_at) {
|
||||
return {
|
||||
ok: false,
|
||||
code: 'period_missing_or_closed',
|
||||
message: 'Räkenskapsåret är låst eller finns inte längre.',
|
||||
}
|
||||
}
|
||||
|
||||
// All accounts in the proposed lines are active in the chart.
|
||||
const accountNumbers = [...new Set(payload.lines.map((l) => l.account_number))]
|
||||
const { data: accounts } = await supabase
|
||||
.from('chart_of_accounts')
|
||||
.select('account_number, is_active')
|
||||
.eq('company_id', companyId)
|
||||
.in('account_number', accountNumbers)
|
||||
|
||||
const foundActive = new Set(
|
||||
(accounts || []).filter((a) => a.is_active).map((a) => a.account_number)
|
||||
)
|
||||
const missing = accountNumbers.filter((n) => !foundActive.has(n))
|
||||
|
||||
if (missing.length > 0) {
|
||||
return {
|
||||
ok: false,
|
||||
code: 'account_missing_or_inactive',
|
||||
message: `Kontona saknas eller är inaktiva: ${missing.join(', ')}`,
|
||||
details: { missing_accounts: missing },
|
||||
}
|
||||
}
|
||||
|
||||
const livsmedelMismatch = detectLivsmedelRateMismatch(item, payload)
|
||||
if (livsmedelMismatch) {
|
||||
return {
|
||||
ok: false,
|
||||
code: 'livsmedel_vat_rate_stale',
|
||||
message: livsmedelMismatch.message,
|
||||
details: livsmedelMismatch.details,
|
||||
}
|
||||
}
|
||||
|
||||
return { ok: true, inboxItem: item }
|
||||
}
|
||||
|
||||
// Sweden's livsmedel VAT temporarily drops from 12% to 6% between
|
||||
// 2026-04-01 and 2027-12-31 (Prop. 2025/26:55). Restaurang/servering stays
|
||||
// at 12% throughout. This guard catches AI proposals where the rate label
|
||||
// is stale relative to the entry date for clearly-grocery merchants. The
|
||||
// prompt is the primary defence; this is the safety net for prompt drift.
|
||||
const LIVSMEDEL_REDUCED_START = '2026-04-01'
|
||||
const LIVSMEDEL_REDUCED_END = '2027-12-31'
|
||||
|
||||
const GROCERY_CHAIN_KEYWORDS = [
|
||||
'ica maxi',
|
||||
'ica kvantum',
|
||||
'ica supermarket',
|
||||
'ica nära',
|
||||
'ica',
|
||||
'coop',
|
||||
'hemköp',
|
||||
'willys',
|
||||
'lidl',
|
||||
'city gross',
|
||||
'tempo',
|
||||
'mathem',
|
||||
'mat.se',
|
||||
'matse',
|
||||
'netto',
|
||||
'matöppet',
|
||||
]
|
||||
|
||||
const RESTAURANG_KEYWORDS = [
|
||||
'restaurang',
|
||||
'servering',
|
||||
'pizzeria',
|
||||
'bistro',
|
||||
'lunchrestaurang',
|
||||
'sushi',
|
||||
'café',
|
||||
'kafé',
|
||||
'cafe',
|
||||
]
|
||||
|
||||
function detectLivsmedelRateMismatch(
|
||||
item: InvoiceInboxItem,
|
||||
payload: BookingProposalPayload
|
||||
): { message: string; details: Record<string, unknown> } | null {
|
||||
const treatment = payload.vat_treatment
|
||||
if (treatment !== 'reduced_12' && treatment !== 'reduced_6') return null
|
||||
|
||||
const haystack = [
|
||||
payload.description ?? '',
|
||||
...payload.lines.map((l) => l.description ?? ''),
|
||||
JSON.stringify(item.extracted_data ?? {}),
|
||||
]
|
||||
.join(' ')
|
||||
.toLowerCase()
|
||||
|
||||
const isGrocery = GROCERY_CHAIN_KEYWORDS.some((k) => haystack.includes(k))
|
||||
const isRestaurang = RESTAURANG_KEYWORDS.some((k) => haystack.includes(k))
|
||||
|
||||
// If both signals fire, treat as ambiguous and let it through — the
|
||||
// user will review on the inbox card anyway.
|
||||
if (isGrocery === isRestaurang) return null
|
||||
|
||||
const date = payload.entry_date
|
||||
const inReducedWindow = date >= LIVSMEDEL_REDUCED_START && date <= LIVSMEDEL_REDUCED_END
|
||||
|
||||
if (isGrocery && treatment === 'reduced_12' && inReducedWindow) {
|
||||
return {
|
||||
message:
|
||||
'Momssatsen 12 % stämmer inte — livsmedel ska bokföras med 6 % moms från 1 april 2026 t.o.m. 31 december 2027. Justera förslaget eller bokför manuellt.',
|
||||
details: { signal: 'grocery', treatment, entry_date: date, expected: 'reduced_6' },
|
||||
}
|
||||
}
|
||||
|
||||
if (isGrocery && treatment === 'reduced_6' && !inReducedWindow) {
|
||||
return {
|
||||
message:
|
||||
'Momssatsen 6 % gäller endast för livsmedel mellan 1 april 2026 och 31 december 2027. Övriga datum ska bokföras med 12 %.',
|
||||
details: { signal: 'grocery', treatment, entry_date: date, expected: 'reduced_12' },
|
||||
}
|
||||
}
|
||||
|
||||
if (isRestaurang && treatment === 'reduced_6') {
|
||||
return {
|
||||
message:
|
||||
'Restaurang- och serveringstjänster har 12 % moms (omfattas inte av livsmedelssänkningen). Justera förslaget eller bokför manuellt.',
|
||||
details: { signal: 'restaurang', treatment, entry_date: date, expected: 'reduced_12' },
|
||||
}
|
||||
}
|
||||
|
||||
return null
|
||||
}
|
||||
@@ -394,6 +394,8 @@ export const UpdateSettingsSchema = z.object({
|
||||
invoice_show_plusgiro: z.boolean().optional(),
|
||||
invoice_late_fee_text: z.string().nullable().optional(),
|
||||
invoice_credit_terms_text: z.string().nullable().optional(),
|
||||
// AI agent flow
|
||||
ai_flow_enabled: z.boolean().optional(),
|
||||
}).refine(
|
||||
(data) => {
|
||||
// BFL 3 kap.: Enskild firma must have fiscal year starting January
|
||||
@@ -768,3 +770,87 @@ export const CreateSalaryLineItemSchema = z.object({
|
||||
})
|
||||
|
||||
export const UpdateSalaryLineItemSchema = CreateSalaryLineItemSchema.partial().omit({ salary_run_employee_id: true })
|
||||
|
||||
// ============================================================
|
||||
// AI agent flow schemas
|
||||
// ============================================================
|
||||
|
||||
const BookingProposalLineSchema = z.object({
|
||||
account_number: accountNumber,
|
||||
debit_amount: nonNegativeAmount,
|
||||
credit_amount: nonNegativeAmount,
|
||||
description: z.string().min(1).max(500),
|
||||
})
|
||||
|
||||
const BookingProposalCounterpartyTemplateSchema = z.object({
|
||||
counterparty_name: z.string().min(1).max(200),
|
||||
debit_account: accountNumber,
|
||||
credit_account: accountNumber,
|
||||
vat_treatment: VatTreatmentSchema.nullable(),
|
||||
category: TransactionCategorySchema.nullable(),
|
||||
})
|
||||
|
||||
// Edit payload: the user's edited version of a booking proposal. Used in
|
||||
// the /accept endpoint when the user adjusted accounts/VAT before approving.
|
||||
export const EditBookingProposalSchema = z.object({
|
||||
lines: z.array(BookingProposalLineSchema).min(2),
|
||||
vat_treatment: VatTreatmentSchema.nullable(),
|
||||
default_private: z.boolean(),
|
||||
counterparty_template_proposal: BookingProposalCounterpartyTemplateSchema.nullable(),
|
||||
fiscal_period_id: uuid,
|
||||
entry_date: isoDate,
|
||||
description: z.string().min(1).max(500),
|
||||
})
|
||||
|
||||
// For match proposals, editing just means picking a different transaction.
|
||||
export const EditMatchProposalSchema = z.object({
|
||||
matched_transaction_id: uuid,
|
||||
})
|
||||
|
||||
export const AcceptProposalSchema = z.object({
|
||||
version: z.number().int().nonnegative(),
|
||||
edits: z.union([EditBookingProposalSchema, EditMatchProposalSchema]).optional(),
|
||||
})
|
||||
|
||||
// Change the matched transaction on a pending match proposal without
|
||||
// accepting it. Source tells us whether the user picked one of the AI's
|
||||
// own alternatives, an AI-regenerated suggestion, or a manually-chosen
|
||||
// transaction — kept on edit_diff for learning signal.
|
||||
export const ChangeMatchProposalSchema = z.object({
|
||||
version: z.number().int().nonnegative(),
|
||||
matched_transaction_id: uuid,
|
||||
source: z.enum(['user_alternative', 'user_manual', 'ai_regenerated']),
|
||||
})
|
||||
|
||||
export const RejectProposalSchema = z.object({
|
||||
version: z.number().int().nonnegative(),
|
||||
reason: z.string().max(500).optional(),
|
||||
})
|
||||
|
||||
export const BatchAcceptSchema = z.object({
|
||||
proposal_ids: z.array(uuid).min(1).max(50),
|
||||
})
|
||||
|
||||
export const ResolveRequestSchema = z.object({
|
||||
response: z.record(z.string(), z.unknown()).optional(),
|
||||
})
|
||||
|
||||
export const StartBackfillSchema = z.object({}).strict()
|
||||
|
||||
export const RememberLearningSchema = z.object({
|
||||
proposal_id: uuid,
|
||||
counterparty_name: z.string().min(1).max(200),
|
||||
debit_account: accountNumber,
|
||||
credit_account: accountNumber,
|
||||
vat_treatment: VatTreatmentSchema.nullable(),
|
||||
category: TransactionCategorySchema.nullable(),
|
||||
})
|
||||
|
||||
export const ListProposalsQuerySchema = z.object({
|
||||
status: z
|
||||
.enum(['pending', 'accepted', 'rejected', 'skipped', 'invalidated'])
|
||||
.optional(),
|
||||
step_type: z.enum(['match', 'booking']).optional(),
|
||||
limit: z.coerce.number().int().min(1).max(100).default(20),
|
||||
offset: z.coerce.number().int().min(0).default(0),
|
||||
})
|
||||
|
||||
@@ -80,6 +80,11 @@ const SOURCE_PRIORITY: Record<CategorizationTemplateSource, number> = {
|
||||
auto_learned: 1,
|
||||
sie_import: 2,
|
||||
user_approved: 3,
|
||||
// AI-corrected templates carry explicit user validation (they edited the
|
||||
// AI's proposal, then confirmed "remember this"), so rank equal to
|
||||
// user_approved. Fresh incoming AI corrections still win over older
|
||||
// templates of the same rank (>= in resolveSource).
|
||||
ai_corrected: 3,
|
||||
}
|
||||
|
||||
export function resolveSource(
|
||||
|
||||
@@ -223,6 +223,8 @@ export async function createDraftEntry(
|
||||
source_id: input.source_id || null,
|
||||
notes: input.notes || null,
|
||||
status: 'draft',
|
||||
created_via: input.created_via || 'manual',
|
||||
source_proposal_id: input.source_proposal_id || null,
|
||||
})
|
||||
.select()
|
||||
.single()
|
||||
|
||||
@@ -10,6 +10,8 @@ import type {
|
||||
ReconciliationMethod,
|
||||
InvoiceInboxItem,
|
||||
SupplierInvoice,
|
||||
AIProposal,
|
||||
AIRequest,
|
||||
} from '@/types'
|
||||
|
||||
// ============================================================
|
||||
@@ -86,6 +88,11 @@ export type CoreEvent =
|
||||
// Company & account lifecycle
|
||||
| { type: 'company.deleted'; payload: { companyId: string; userId: string; archivedAt: string } }
|
||||
| { type: 'account.deleted'; payload: { userId: string; deletedAt: string } }
|
||||
// AI agent flow (receipts v1)
|
||||
| { type: 'ai_proposal.generated'; payload: { proposal: AIProposal; userId: string; companyId: string } }
|
||||
| { type: 'ai_proposal.accepted'; payload: { proposal: AIProposal; appliedEntry: JournalEntry | null; userId: string; companyId: string } }
|
||||
| { type: 'ai_proposal.rejected'; payload: { proposal: AIProposal; userId: string; companyId: string } }
|
||||
| { type: 'ai_request.created'; payload: { request: AIRequest; userId: string; companyId: string } }
|
||||
|
||||
// ============================================================
|
||||
// Helper Types
|
||||
|
||||
@@ -48,8 +48,8 @@ describe('sectors registry', () => {
|
||||
expect(SECTORS.length).toBe(1)
|
||||
})
|
||||
|
||||
it('should have 11 total extensions', () => {
|
||||
expect(getAllExtensions().length).toBe(11)
|
||||
it('should have 12 total extensions', () => {
|
||||
expect(getAllExtensions().length).toBe(12)
|
||||
})
|
||||
|
||||
it('should have unique slugs within each sector', () => {
|
||||
@@ -94,7 +94,7 @@ describe('sectors registry', () => {
|
||||
|
||||
it('getExtensionsBySector returns extensions for a sector', () => {
|
||||
const extensions = getExtensionsBySector('general')
|
||||
expect(extensions.length).toBe(11)
|
||||
expect(extensions.length).toBe(12)
|
||||
})
|
||||
|
||||
it('all extensions have required fields', () => {
|
||||
|
||||
@@ -7,4 +7,6 @@ export const ENABLED_EXTENSION_IDS: ReadonlySet<string> = new Set([
|
||||
'tic',
|
||||
'mcp-server',
|
||||
'cloud-backup',
|
||||
'invoice-inbox',
|
||||
'ai-agent',
|
||||
])
|
||||
|
||||
@@ -6,6 +6,8 @@ import { arcimMigrationExtension } from '@/extensions/general/arcim-migration'
|
||||
import { ticExtension } from '@/extensions/general/tic'
|
||||
import { mcpServerExtension } from '@/extensions/general/mcp-server'
|
||||
import { cloudBackupExtension } from '@/extensions/general/cloud-backup'
|
||||
import { invoiceInboxExtension } from '@/extensions/general/invoice-inbox'
|
||||
import { aiAgentExtension } from '@/extensions/general/ai-agent'
|
||||
|
||||
export const FIRST_PARTY_EXTENSIONS: Extension[] = [
|
||||
enableBankingExtension,
|
||||
@@ -14,4 +16,6 @@ export const FIRST_PARTY_EXTENSIONS: Extension[] = [
|
||||
ticExtension,
|
||||
mcpServerExtension,
|
||||
cloudBackupExtension,
|
||||
invoiceInboxExtension,
|
||||
aiAgentExtension,
|
||||
]
|
||||
|
||||
@@ -80,5 +80,38 @@ export const EXTENSION_DEFINITIONS: Record<string, ExtensionDefinition[]> = {
|
||||
"hasOwnData": true,
|
||||
"subscriptionNotice": "Kräver ett Google-konto. Uppladdningar sker direkt till din Drive — ingen data lagras hos tredje part utöver Google."
|
||||
},
|
||||
{
|
||||
"slug": "invoice-inbox",
|
||||
"name": "Dokumentinkorg",
|
||||
"sector": "general",
|
||||
"category": "import",
|
||||
"icon": "Inbox",
|
||||
"dataPattern": "both",
|
||||
"description": "AI-klassificering och extraktion av leverantörsfakturor och kvitton",
|
||||
"longDescription": "Varje bolag får en unik fakturainkorg-adress. Fakturor som skickas dit fångas automatiskt, klassificeras med AI (leverantör, belopp, moms) och matchas mot transaktioner. Kräver AWS Bedrock och Resend.",
|
||||
"readsCoreTables": [
|
||||
"document_attachments",
|
||||
"suppliers",
|
||||
"transactions"
|
||||
],
|
||||
"hasOwnData": true
|
||||
},
|
||||
{
|
||||
"slug": "ai-agent",
|
||||
"name": "AI-agent (beta)",
|
||||
"sector": "general",
|
||||
"category": "operations",
|
||||
"icon": "Sparkles",
|
||||
"dataPattern": "core",
|
||||
"description": "Autonom bokföring — AI föreslår match + bokföring, du godkänner.",
|
||||
"longDescription": "När ett kvitto kommer in föreslår AI-agenten först vilken banktransaktion som matchar, sedan hur det ska bokföras. Du granskar och godkänner varje steg — inget bokförs automatiskt. Om AI:n inte kan producera ett förslag (oläslig bild, ingen matchande transaktion, osäker moms) frågar den dig specifikt vad som behövs.",
|
||||
"readsCoreTables": [
|
||||
"invoice_inbox_items",
|
||||
"transactions",
|
||||
"ai_proposals",
|
||||
"ai_requests",
|
||||
"processing_history"
|
||||
]
|
||||
},
|
||||
],
|
||||
}
|
||||
|
||||
@@ -8,4 +8,5 @@ export const WORKSPACES: Record<string, ComponentType<WorkspaceComponentProps>>
|
||||
'general/arcim-migration': dynamic(() => import('@/components/extensions/general/ArcimMigrationWorkspace')),
|
||||
'general/tic': dynamic(() => import('@/components/extensions/general/TicWorkspace')),
|
||||
'general/cloud-backup': dynamic(() => import('@/components/extensions/general/CloudBackupWorkspace')),
|
||||
'general/invoice-inbox': dynamic(() => import('@/components/extensions/general/InvoiceInboxWorkspace')),
|
||||
}
|
||||
|
||||
@@ -3,6 +3,8 @@ import { setContextFactory } from '@/lib/extensions/registry'
|
||||
import { createExtensionContext } from '@/lib/extensions/context-factory'
|
||||
import { registerSupplierInvoiceHandler } from '@/lib/bookkeeping/handlers/supplier-invoice-handler'
|
||||
import { registerEventLogHandler } from '@/lib/events/handlers/event-log-handler'
|
||||
import { registerAIProposalHandler } from '@/lib/ai/orchestrator'
|
||||
import { isAgentInboxEnabled } from '@/lib/ai/feature-flag'
|
||||
import { createLogger } from '@/lib/logger'
|
||||
|
||||
const log = createLogger('init')
|
||||
@@ -75,6 +77,7 @@ export function ensureInitialized(): void {
|
||||
setContextFactory(createExtensionContext)
|
||||
registerSupplierInvoiceHandler()
|
||||
registerEventLogHandler()
|
||||
if (isAgentInboxEnabled()) registerAIProposalHandler()
|
||||
loadExtensions()
|
||||
|
||||
initialized = true
|
||||
|
||||
@@ -414,6 +414,8 @@ describe('ingestTransactions', () => {
|
||||
enqueue({ data: [], error: null })
|
||||
// Transaction 1: insert OK
|
||||
enqueue({ data: inserted1, error: null })
|
||||
// AI flow flag lookup (lazy, fires once on first auto-categorize branch)
|
||||
enqueue({ data: { ai_flow_enabled: false }, error: null })
|
||||
// Transaction 2: insert OK
|
||||
enqueue({ data: inserted2, error: null })
|
||||
|
||||
|
||||
@@ -120,6 +120,28 @@ export async function ingestTransactions(
|
||||
// by incoming enable_banking rows to avoid blocking unrelated CSV imports.
|
||||
const existingMaps = await buildExistingTransactionMaps(supabase, companyId, rawTransactions)
|
||||
|
||||
// AI agent gate: when the company has opted into the agent flow, every
|
||||
// uncategorized transaction becomes a review proposal — no silent auto-book.
|
||||
// Matching/suggestion still runs (it only sets potential_*_id fields), but
|
||||
// the mapping-rule auto-categorize branch below is disabled. Fetched lazily
|
||||
// the first time the auto-categorize branch is about to run, and cached for
|
||||
// the rest of the batch so we don't hit the DB per-transaction.
|
||||
let aiFlowEnabledCache: boolean | null = null
|
||||
const isAiFlowEnabled = async (): Promise<boolean> => {
|
||||
if (aiFlowEnabledCache !== null) return aiFlowEnabledCache
|
||||
try {
|
||||
const { data: aiSettings } = await supabase
|
||||
.from('company_settings')
|
||||
.select('ai_flow_enabled')
|
||||
.eq('company_id', companyId)
|
||||
.maybeSingle()
|
||||
aiFlowEnabledCache = Boolean(aiSettings?.ai_flow_enabled)
|
||||
} catch {
|
||||
aiFlowEnabledCache = false
|
||||
}
|
||||
return aiFlowEnabledCache
|
||||
}
|
||||
|
||||
// When rawInsertOnly is set (viewer imports), skip pre-fetching GL lines,
|
||||
// supplier invoices, and exchange rates — they are not used.
|
||||
let glLinePool: UnlinkedGLLine[] = []
|
||||
@@ -372,7 +394,9 @@ export async function ingestTransactions(
|
||||
// Skipped when SIE-imported entries overlap the sync range — prevents
|
||||
// double-booking. Reconciliation (step 2.5) still links transactions to
|
||||
// existing GL lines; only the "create new journal entry" path is suppressed.
|
||||
if (!options?.skipAutoCategorization) {
|
||||
// Also skipped when the company has opted into the AI agent flow — every
|
||||
// uncategorized transaction must become a proposal, not a silent post.
|
||||
if (!options?.skipAutoCategorization && !(await isAiFlowEnabled())) {
|
||||
try {
|
||||
const mappingResult = await evaluateMappingRules(
|
||||
supabase,
|
||||
|
||||
Generated
+506
-385
File diff suppressed because it is too large
Load Diff
@@ -16,6 +16,7 @@
|
||||
},
|
||||
"dependencies": {
|
||||
"@aws-sdk/client-bedrock-runtime": "^3.1022.0",
|
||||
"@aws-sdk/client-textract": "^3.1036.0",
|
||||
"@hookform/resolvers": "^5.2.2",
|
||||
"@radix-ui/react-checkbox": "^1.3.3",
|
||||
"@radix-ui/react-dialog": "^1.1.15",
|
||||
|
||||
@@ -0,0 +1,77 @@
|
||||
-- ai_requests: structured asks from the AI agent to the user.
|
||||
--
|
||||
-- When the AI agent cannot produce a proposal because something is missing or
|
||||
-- ambiguous (blurry receipt, no candidate transactions, uncertain VAT), it
|
||||
-- creates an ai_requests row instead of an ai_proposals row. The UI renders
|
||||
-- these as actionable cards with typed forms.
|
||||
--
|
||||
-- One open request per (subject, request_type) enforced by a partial unique
|
||||
-- index so the orchestrator can safely re-issue on retries without creating
|
||||
-- duplicates.
|
||||
|
||||
CREATE TABLE IF NOT EXISTS public.ai_requests (
|
||||
id uuid PRIMARY KEY DEFAULT uuid_generate_v4(),
|
||||
company_id uuid NOT NULL REFERENCES public.companies(id) ON DELETE CASCADE,
|
||||
|
||||
-- What the request is about
|
||||
subject_type text NOT NULL
|
||||
CHECK (subject_type IN ('inbox_item')),
|
||||
subject_id uuid NOT NULL,
|
||||
|
||||
-- What the AI is asking for
|
||||
request_type text NOT NULL
|
||||
CHECK (request_type IN (
|
||||
'reupload_document',
|
||||
'pick_transaction',
|
||||
'specify_vat',
|
||||
'clarify_business_private',
|
||||
'needs_manual'
|
||||
)),
|
||||
message text NOT NULL,
|
||||
required_fields jsonb,
|
||||
options jsonb,
|
||||
|
||||
-- Lifecycle
|
||||
status text NOT NULL DEFAULT 'open'
|
||||
CHECK (status IN ('open', 'resolved', 'dismissed')),
|
||||
response_json jsonb,
|
||||
resolved_at timestamptz,
|
||||
resolved_by_user_id uuid REFERENCES auth.users(id) ON DELETE SET NULL,
|
||||
|
||||
-- Provenance
|
||||
model text,
|
||||
prompt_version text,
|
||||
|
||||
created_at timestamptz NOT NULL DEFAULT now(),
|
||||
updated_at timestamptz NOT NULL DEFAULT now()
|
||||
);
|
||||
|
||||
-- Only one open request per (subject, request_type) at a time
|
||||
CREATE UNIQUE INDEX IF NOT EXISTS idx_ai_requests_one_open_per_subject_type
|
||||
ON public.ai_requests (subject_type, subject_id, request_type)
|
||||
WHERE status = 'open';
|
||||
|
||||
-- Lookup by company
|
||||
CREATE INDEX IF NOT EXISTS idx_ai_requests_company_status
|
||||
ON public.ai_requests (company_id, status);
|
||||
|
||||
-- Lookup by subject (for cascading when the inbox item is processed)
|
||||
CREATE INDEX IF NOT EXISTS idx_ai_requests_subject
|
||||
ON public.ai_requests (subject_type, subject_id);
|
||||
|
||||
-- RLS: company-scoped using user_company_ids()
|
||||
ALTER TABLE public.ai_requests ENABLE ROW LEVEL SECURITY;
|
||||
|
||||
CREATE POLICY "ai_requests_select" ON public.ai_requests
|
||||
FOR SELECT USING (company_id IN (SELECT public.user_company_ids()));
|
||||
CREATE POLICY "ai_requests_insert" ON public.ai_requests
|
||||
FOR INSERT WITH CHECK (company_id IN (SELECT public.user_company_ids()));
|
||||
CREATE POLICY "ai_requests_update" ON public.ai_requests
|
||||
FOR UPDATE USING (company_id IN (SELECT public.user_company_ids()));
|
||||
|
||||
-- updated_at trigger
|
||||
CREATE TRIGGER ai_requests_updated_at
|
||||
BEFORE UPDATE ON public.ai_requests
|
||||
FOR EACH ROW EXECUTE FUNCTION public.update_updated_at_column();
|
||||
|
||||
NOTIFY pgrst, 'reload schema';
|
||||
@@ -0,0 +1,92 @@
|
||||
-- ai_proposals: the staging layer for AI-generated bookkeeping proposals.
|
||||
--
|
||||
-- When the AI agent can produce a concrete suggestion for a step in the
|
||||
-- receipt flow (match, booking), it writes a row here with status='pending'.
|
||||
-- The user accepts, rejects, edits, or skips via the /agent-inbox UI.
|
||||
-- Nothing touches the ledger until a pending proposal is explicitly accepted;
|
||||
-- at that point the apply path calls the engine and links applied_entry_id.
|
||||
--
|
||||
-- A partial unique index enforces "one pending proposal per (subject, step)"
|
||||
-- so concurrent generation is idempotent — a new proposal for an already-
|
||||
-- pending (subject, step) pair invalidates the prior one first.
|
||||
|
||||
CREATE TABLE IF NOT EXISTS public.ai_proposals (
|
||||
id uuid PRIMARY KEY DEFAULT uuid_generate_v4(),
|
||||
company_id uuid NOT NULL REFERENCES public.companies(id) ON DELETE CASCADE,
|
||||
user_id uuid NOT NULL REFERENCES auth.users(id) ON DELETE CASCADE,
|
||||
|
||||
-- Subject: what this proposal is about
|
||||
subject_type text NOT NULL
|
||||
CHECK (subject_type IN ('inbox_item')),
|
||||
subject_id uuid NOT NULL,
|
||||
|
||||
-- Step in the agent pipeline: 'match' (document -> transaction) then 'booking' (journal entry)
|
||||
step_type text NOT NULL
|
||||
CHECK (step_type IN ('match', 'booking')),
|
||||
|
||||
-- Lifecycle
|
||||
status text NOT NULL DEFAULT 'pending'
|
||||
CHECK (status IN ('pending', 'accepted', 'rejected', 'skipped', 'invalidated')),
|
||||
version integer NOT NULL DEFAULT 1, -- optimistic-lock counter
|
||||
|
||||
-- Payload: step-shaped JSON (MatchProposalPayload | BookingProposalPayload)
|
||||
proposal_json jsonb NOT NULL,
|
||||
|
||||
-- Confidence is informational only — user always confirms
|
||||
confidence numeric(5,4)
|
||||
CHECK (confidence IS NULL OR (confidence >= 0 AND confidence <= 1)),
|
||||
reasoning text,
|
||||
|
||||
-- Link to an open ai_request when the AI would rather ask than guess
|
||||
ai_request_id uuid REFERENCES public.ai_requests(id) ON DELETE SET NULL,
|
||||
|
||||
-- Provenance (for audit + prompt/model drift analysis)
|
||||
model text NOT NULL,
|
||||
prompt_version text NOT NULL,
|
||||
input_token_count integer NOT NULL DEFAULT 0,
|
||||
output_token_count integer NOT NULL DEFAULT 0,
|
||||
|
||||
-- Outcome tracking
|
||||
edit_diff jsonb, -- set when user edited before accept
|
||||
applied_entry_id uuid REFERENCES public.journal_entries(id) ON DELETE SET NULL,
|
||||
invalidated_reason text,
|
||||
|
||||
created_at timestamptz NOT NULL DEFAULT now(),
|
||||
accepted_at timestamptz,
|
||||
accepted_by_user_id uuid REFERENCES auth.users(id) ON DELETE SET NULL,
|
||||
rejected_at timestamptz,
|
||||
updated_at timestamptz NOT NULL DEFAULT now()
|
||||
);
|
||||
|
||||
-- One pending proposal per (subject, step) — idempotency guard
|
||||
CREATE UNIQUE INDEX IF NOT EXISTS idx_ai_proposals_one_pending_per_step
|
||||
ON public.ai_proposals (subject_type, subject_id, step_type)
|
||||
WHERE status = 'pending';
|
||||
|
||||
-- List queries
|
||||
CREATE INDEX IF NOT EXISTS idx_ai_proposals_company_status
|
||||
ON public.ai_proposals (company_id, status);
|
||||
|
||||
CREATE INDEX IF NOT EXISTS idx_ai_proposals_company_created_at
|
||||
ON public.ai_proposals (company_id, created_at DESC);
|
||||
|
||||
-- Subject lookup (cascade when the inbox item is processed manually)
|
||||
CREATE INDEX IF NOT EXISTS idx_ai_proposals_subject
|
||||
ON public.ai_proposals (subject_type, subject_id);
|
||||
|
||||
-- RLS: company-scoped using user_company_ids()
|
||||
ALTER TABLE public.ai_proposals ENABLE ROW LEVEL SECURITY;
|
||||
|
||||
CREATE POLICY "ai_proposals_select" ON public.ai_proposals
|
||||
FOR SELECT USING (company_id IN (SELECT public.user_company_ids()));
|
||||
CREATE POLICY "ai_proposals_insert" ON public.ai_proposals
|
||||
FOR INSERT WITH CHECK (company_id IN (SELECT public.user_company_ids()));
|
||||
CREATE POLICY "ai_proposals_update" ON public.ai_proposals
|
||||
FOR UPDATE USING (company_id IN (SELECT public.user_company_ids()));
|
||||
|
||||
-- updated_at trigger
|
||||
CREATE TRIGGER ai_proposals_updated_at
|
||||
BEFORE UPDATE ON public.ai_proposals
|
||||
FOR EACH ROW EXECUTE FUNCTION public.update_updated_at_column();
|
||||
|
||||
NOTIFY pgrst, 'reload schema';
|
||||
@@ -0,0 +1,47 @@
|
||||
-- AI provenance on journal entries.
|
||||
--
|
||||
-- Adds two columns to journal_entries so that entries posted via the AI
|
||||
-- agent flow carry a BFL-defensible audit trail: who created this entry,
|
||||
-- and which AI proposal did the user approve to produce it?
|
||||
--
|
||||
-- `created_via` is informational — it describes the *method* of creation,
|
||||
-- not the business event. The existing `source_type` column still describes
|
||||
-- the business event (bank_transaction, invoice_created, supplier_invoice_
|
||||
-- registered, etc.). An AI-proposed booking for a bank transaction will
|
||||
-- have source_type='bank_transaction' AND created_via='ai_proposed'.
|
||||
--
|
||||
-- The existing immutability trigger (migration 017) prevents changes to
|
||||
-- posted entries. These new columns are set while the entry is still in
|
||||
-- draft status and frozen at commit — consistent with how the trigger
|
||||
-- already treats other fields.
|
||||
|
||||
ALTER TABLE public.journal_entries
|
||||
ADD COLUMN IF NOT EXISTS created_via text NOT NULL DEFAULT 'manual';
|
||||
|
||||
ALTER TABLE public.journal_entries
|
||||
ALTER COLUMN created_via SET DEFAULT 'manual';
|
||||
|
||||
-- Re-apply NOT NULL for environments where the column was added out-of-band
|
||||
UPDATE public.journal_entries SET created_via = 'manual' WHERE created_via IS NULL;
|
||||
|
||||
ALTER TABLE public.journal_entries
|
||||
ALTER COLUMN created_via SET NOT NULL;
|
||||
|
||||
ALTER TABLE public.journal_entries
|
||||
DROP CONSTRAINT IF EXISTS journal_entries_created_via_check;
|
||||
|
||||
ALTER TABLE public.journal_entries
|
||||
ADD CONSTRAINT journal_entries_created_via_check
|
||||
CHECK (created_via IN ('manual', 'ai_proposed', 'imported', 'system'));
|
||||
|
||||
-- Nullable FK — only AI-proposed entries link back to a proposal
|
||||
ALTER TABLE public.journal_entries
|
||||
ADD COLUMN IF NOT EXISTS source_proposal_id uuid
|
||||
REFERENCES public.ai_proposals(id) ON DELETE SET NULL;
|
||||
|
||||
-- Audit lookup: "show me all AI-proposed entries from last month"
|
||||
CREATE INDEX IF NOT EXISTS idx_journal_entries_created_via_ai
|
||||
ON public.journal_entries (company_id, created_at DESC)
|
||||
WHERE created_via = 'ai_proposed';
|
||||
|
||||
NOTIFY pgrst, 'reload schema';
|
||||
@@ -0,0 +1,27 @@
|
||||
-- Extend categorization_templates.source to include 'ai_corrected'.
|
||||
--
|
||||
-- When a user edits an AI-generated booking proposal and then agrees to
|
||||
-- "remember this for <counterparty> in future", the resulting
|
||||
-- categorization_templates row is inserted with source='ai_corrected' so
|
||||
-- the origin of the template is distinguishable from the existing
|
||||
-- silent-learning paths (user_approved, auto_learned, sie_import, sni_default).
|
||||
--
|
||||
-- This distinction matters for downstream confidence calibration: AI-
|
||||
-- corrected templates carry stronger user-validation signal than auto_learned
|
||||
-- (which is inferred purely by the AI without explicit user review) and
|
||||
-- comparable signal to user_approved.
|
||||
|
||||
ALTER TABLE public.categorization_templates
|
||||
DROP CONSTRAINT IF EXISTS categorization_templates_source_check;
|
||||
|
||||
ALTER TABLE public.categorization_templates
|
||||
ADD CONSTRAINT categorization_templates_source_check
|
||||
CHECK (source IN (
|
||||
'sie_import',
|
||||
'user_approved',
|
||||
'sni_default',
|
||||
'auto_learned',
|
||||
'ai_corrected'
|
||||
));
|
||||
|
||||
NOTIFY pgrst, 'reload schema';
|
||||
@@ -0,0 +1,41 @@
|
||||
-- Per-company toggle for the AI agent flow.
|
||||
--
|
||||
-- `ai_flow_enabled` is the master switch. When true:
|
||||
-- * newly-classified receipts generate AI proposals (via orchestrator);
|
||||
-- * the auto-book path in lib/transactions/ingest.ts is disabled — every
|
||||
-- uncategorized transaction becomes a review item instead of being
|
||||
-- silently posted at >=0.8 mapping-rule confidence;
|
||||
-- * the /agent-inbox page becomes available.
|
||||
--
|
||||
-- `ai_backfill_cancel_requested` is the kill switch for in-flight backfill
|
||||
-- loops. The backfill endpoint kicks off a fire-and-forget iteration over
|
||||
-- pending receipts; each iteration checks this flag between items so the
|
||||
-- loop can be stopped without a separate job queue.
|
||||
|
||||
ALTER TABLE public.company_settings
|
||||
ADD COLUMN IF NOT EXISTS ai_flow_enabled boolean NOT NULL DEFAULT false;
|
||||
|
||||
ALTER TABLE public.company_settings
|
||||
ALTER COLUMN ai_flow_enabled SET DEFAULT false;
|
||||
|
||||
UPDATE public.company_settings
|
||||
SET ai_flow_enabled = false
|
||||
WHERE ai_flow_enabled IS NULL;
|
||||
|
||||
ALTER TABLE public.company_settings
|
||||
ALTER COLUMN ai_flow_enabled SET NOT NULL;
|
||||
|
||||
ALTER TABLE public.company_settings
|
||||
ADD COLUMN IF NOT EXISTS ai_backfill_cancel_requested boolean NOT NULL DEFAULT false;
|
||||
|
||||
ALTER TABLE public.company_settings
|
||||
ALTER COLUMN ai_backfill_cancel_requested SET DEFAULT false;
|
||||
|
||||
UPDATE public.company_settings
|
||||
SET ai_backfill_cancel_requested = false
|
||||
WHERE ai_backfill_cancel_requested IS NULL;
|
||||
|
||||
ALTER TABLE public.company_settings
|
||||
ALTER COLUMN ai_backfill_cancel_requested SET NOT NULL;
|
||||
|
||||
NOTIFY pgrst, 'reload schema';
|
||||
@@ -0,0 +1,41 @@
|
||||
-- Extend processing_history to cover the AI agent streams.
|
||||
--
|
||||
-- 1) Add 'AIProposal' and 'AIRequest' to the aggregate_type CHECK constraint.
|
||||
-- 2) Register the new event types in processing_event_types:
|
||||
-- AIProposalGenerated, AIProposalAccepted, AIProposalRejected,
|
||||
-- AIProposalSkipped, AIProposalInvalidated, AIRequestCreated,
|
||||
-- AIRequestResolved.
|
||||
--
|
||||
-- Events are written by the orchestrator (lib/ai/orchestrator.ts) and the
|
||||
-- proposal API routes, using the same correlation_id that was threaded
|
||||
-- through the document from ingest onward.
|
||||
|
||||
ALTER TABLE public.processing_history
|
||||
DROP CONSTRAINT IF EXISTS processing_history_aggregate_type_check;
|
||||
|
||||
ALTER TABLE public.processing_history
|
||||
ADD CONSTRAINT processing_history_aggregate_type_check
|
||||
CHECK (aggregate_type IN (
|
||||
'Document',
|
||||
'BankTransaction',
|
||||
'MatchProposal',
|
||||
'Verifikation',
|
||||
'CounterpartyTemplate',
|
||||
'Period',
|
||||
'Migration',
|
||||
'System',
|
||||
'AIProposal',
|
||||
'AIRequest'
|
||||
));
|
||||
|
||||
INSERT INTO public.processing_event_types (event_type) VALUES
|
||||
('AIProposalGenerated'),
|
||||
('AIProposalAccepted'),
|
||||
('AIProposalRejected'),
|
||||
('AIProposalSkipped'),
|
||||
('AIProposalInvalidated'),
|
||||
('AIRequestCreated'),
|
||||
('AIRequestResolved')
|
||||
ON CONFLICT (event_type) DO NOTHING;
|
||||
|
||||
NOTIFY pgrst, 'reload schema';
|
||||
@@ -244,6 +244,8 @@ export function makeJournalEntry(overrides: Partial<JournalEntry> = {}): Journal
|
||||
notes: null,
|
||||
commit_method: null,
|
||||
rubric_version: null,
|
||||
created_via: 'manual',
|
||||
source_proposal_id: null,
|
||||
created_at: '2024-06-15T14:30:00Z',
|
||||
updated_at: '2024-06-15T14:30:00Z',
|
||||
...overrides,
|
||||
@@ -537,6 +539,8 @@ export function makeCompanySettings(
|
||||
onboarding_complete: true,
|
||||
sector_slug: null,
|
||||
is_sandbox: false,
|
||||
ai_flow_enabled: false,
|
||||
ai_backfill_cancel_requested: false,
|
||||
created_at: '2024-01-01T00:00:00Z',
|
||||
updated_at: '2024-01-01T00:00:00Z',
|
||||
...overrides,
|
||||
|
||||
+147
-1
@@ -132,6 +132,8 @@ export type ProcessingHistoryAggregateType =
|
||||
| 'Period'
|
||||
| 'Migration'
|
||||
| 'System'
|
||||
| 'AIProposal'
|
||||
| 'AIRequest'
|
||||
|
||||
export interface ProcessingHistoryEvent {
|
||||
event_id: string
|
||||
@@ -254,6 +256,12 @@ export interface CompanySettings {
|
||||
// Sandbox
|
||||
is_sandbox: boolean
|
||||
|
||||
// AI agent (receipts v1). When ai_flow_enabled is true, the auto-book
|
||||
// path in lib/transactions/ingest.ts is disabled and every uncategorized
|
||||
// transaction becomes an AI proposal the user must accept.
|
||||
ai_flow_enabled: boolean
|
||||
ai_backfill_cancel_requested: boolean
|
||||
|
||||
// Timestamps
|
||||
created_at: string
|
||||
updated_at: string
|
||||
@@ -982,6 +990,8 @@ export interface JournalEntry {
|
||||
rubric_version: string | null
|
||||
source_voucher_series: string | null
|
||||
source_voucher_number: number | null
|
||||
created_via: CreatedVia
|
||||
source_proposal_id: string | null
|
||||
created_at: string
|
||||
updated_at: string
|
||||
// Relations
|
||||
@@ -1073,7 +1083,7 @@ export interface VatJournalLine {
|
||||
}
|
||||
|
||||
// Categorization template source
|
||||
export type CategorizationTemplateSource = 'sie_import' | 'user_approved' | 'sni_default' | 'auto_learned'
|
||||
export type CategorizationTemplateSource = 'sie_import' | 'user_approved' | 'sni_default' | 'auto_learned' | 'ai_corrected'
|
||||
|
||||
// Multi-line booking pattern entry
|
||||
export interface LinePatternEntry {
|
||||
@@ -1225,6 +1235,10 @@ export interface CreateJournalEntryInput {
|
||||
voucher_series?: string
|
||||
notes?: string
|
||||
lines: CreateJournalEntryLineInput[]
|
||||
// AI agent provenance — set on the draft INSERT, then frozen at commit.
|
||||
// Manual/imported/system callers omit these; the engine defaults created_via to 'manual'.
|
||||
created_via?: CreatedVia
|
||||
source_proposal_id?: string
|
||||
}
|
||||
|
||||
export interface CreateJournalEntryLineInput {
|
||||
@@ -2572,3 +2586,135 @@ export interface AGIDeclaration {
|
||||
created_at: string
|
||||
updated_at: string
|
||||
}
|
||||
|
||||
// ============================================================================
|
||||
// AI agent flow (receipts v1)
|
||||
// ============================================================================
|
||||
|
||||
// How was a journal entry created? `source_type` describes the business event;
|
||||
// `created_via` describes the method.
|
||||
export type CreatedVia = 'manual' | 'ai_proposed' | 'imported' | 'system'
|
||||
|
||||
// The only subject type in v1 is inbox_item; invoices and bare transactions come later.
|
||||
export type AISubjectType = 'inbox_item'
|
||||
|
||||
// Proposal step in the agent pipeline. A receipt goes match -> booking.
|
||||
export type AIProposalStepType = 'match' | 'booking'
|
||||
|
||||
// Proposal lifecycle. Next step chains on accepted/skipped; rejected terminates the chain.
|
||||
export type AIProposalStatus =
|
||||
| 'pending'
|
||||
| 'accepted'
|
||||
| 'rejected'
|
||||
| 'skipped' // user went manual on this step
|
||||
| 'invalidated' // re-validation failed or superseded
|
||||
|
||||
// Structured requests the AI makes when it can't produce a proposal.
|
||||
export type AIRequestType =
|
||||
| 'reupload_document'
|
||||
| 'pick_transaction'
|
||||
| 'specify_vat'
|
||||
| 'clarify_business_private'
|
||||
| 'needs_manual'
|
||||
|
||||
export type AIRequestStatus = 'open' | 'resolved' | 'dismissed'
|
||||
|
||||
// Proposal payload shapes (what lives in ai_proposals.proposal_json).
|
||||
|
||||
export interface MatchProposalAlternative {
|
||||
transaction_id: string
|
||||
confidence: number
|
||||
reasoning: string
|
||||
}
|
||||
|
||||
export interface MatchProposalPayload {
|
||||
matched_transaction_id: string
|
||||
alternatives: MatchProposalAlternative[]
|
||||
top_confidence: number
|
||||
}
|
||||
|
||||
export interface BookingProposalLine {
|
||||
account_number: string
|
||||
debit_amount: number
|
||||
credit_amount: number
|
||||
description: string
|
||||
}
|
||||
|
||||
export interface BookingProposalCounterpartyTemplate {
|
||||
counterparty_name: string
|
||||
debit_account: string
|
||||
credit_account: string
|
||||
vat_treatment: VatTreatment | null
|
||||
category: TransactionCategory | null
|
||||
}
|
||||
|
||||
export interface BookingProposalPayload {
|
||||
lines: BookingProposalLine[]
|
||||
vat_treatment: VatTreatment | null
|
||||
default_private: boolean
|
||||
counterparty_template_proposal: BookingProposalCounterpartyTemplate | null
|
||||
fiscal_period_id: string
|
||||
entry_date: string
|
||||
description: string
|
||||
}
|
||||
|
||||
export type AIProposalPayload = MatchProposalPayload | BookingProposalPayload
|
||||
|
||||
// AI proposal row (ai_proposals table)
|
||||
export interface AIProposal {
|
||||
id: string
|
||||
company_id: string
|
||||
user_id: string
|
||||
subject_type: AISubjectType
|
||||
subject_id: string
|
||||
step_type: AIProposalStepType
|
||||
status: AIProposalStatus
|
||||
version: number
|
||||
proposal_json: AIProposalPayload
|
||||
confidence: number | null
|
||||
reasoning: string | null
|
||||
ai_request_id: string | null
|
||||
model: string
|
||||
prompt_version: string
|
||||
input_token_count: number
|
||||
output_token_count: number
|
||||
edit_diff: Record<string, unknown> | null
|
||||
applied_entry_id: string | null
|
||||
invalidated_reason: string | null
|
||||
created_at: string
|
||||
accepted_at: string | null
|
||||
accepted_by_user_id: string | null
|
||||
rejected_at: string | null
|
||||
updated_at: string
|
||||
}
|
||||
|
||||
// AI request row (ai_requests table)
|
||||
export interface AIRequest {
|
||||
id: string
|
||||
company_id: string
|
||||
subject_type: AISubjectType
|
||||
subject_id: string
|
||||
request_type: AIRequestType
|
||||
message: string
|
||||
required_fields: Record<string, unknown> | null
|
||||
options: Record<string, unknown> | null
|
||||
status: AIRequestStatus
|
||||
response_json: Record<string, unknown> | null
|
||||
resolved_at: string | null
|
||||
resolved_by_user_id: string | null
|
||||
model: string | null
|
||||
prompt_version: string | null
|
||||
created_at: string
|
||||
updated_at: string
|
||||
}
|
||||
|
||||
// Candidate transaction summary used in pick_transaction requests' options array.
|
||||
export interface PickTransactionOption {
|
||||
transaction_id: string
|
||||
date: string
|
||||
description: string
|
||||
amount: number
|
||||
currency: string
|
||||
merchant_name: string | null
|
||||
}
|
||||
|
||||
|
||||
Reference in New Issue
Block a user