The highest-leverage quality lever for real users. A prod read showed the
majority are cold-start (365 companies, 32.7k unbooked transactions, median 0
counterparty templates), so the LLM selector carries them — and it was only
seeing the bank line (merchant + amount), never the receipt.
- lib/agent/categorize/underlag.ts: gathers the matched receipt/invoice text
for a transaction (receipts.matched_transaction_id + invoice_inbox_items
.matched_transaction_id + the transaction's own attached document) and renders
it as bounded Swedish text — supplier, date, total, moms, line items. Same
sources the categorization intent reads, as a string not a tool loop. Core
queries the tables directly (no @/extensions import). Best-effort: '' on any
failure.
- POST /api/agent/categorize gathers it server-side when the caller didn't
supply `underlag`, so the model reasons over the actual supplier + line items.
Server-side only, no client change. 31 categorize tests green; lint + guards +
scoped typecheck clean.
Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
The auto-booking cascade end to end (retrieval → selector), minus the write.
- lib/agent/categorize/candidates.ts (Tier 1): assembles the deterministic
candidate slate for a transaction — the learned counterparty template
(strongest, carries its own VAT) plus mapping rules / patterns / per-merchant
history via the same engine gnubok_suggest_categories uses. No model call.
Deduped by account (highest confidence wins), capped; suggestions get the
category's default VAT treatment derived.
- POST /api/agent/categorize: loads the transaction + company VAT context,
runs Tier 1 → Tier 2 selectAccount, returns the proposed account + VAT +
confidence + reasoning + the candidate slate. Never posts anything — the
caller renders an approval card. Gated on configured (any provider incl.
local), same gates as /api/agent/ask.
12 tests: candidate merge/dedupe/VAT-derivation, and the route (401/429/400/
403/404/503 + happy path threading entity type, VAT, underlag, samples).
Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
