2175eccdddd2bd0f420ed64d287c0ce31f258069
2 Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
 Jakob Wennberg
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4b51af3d80 |
feat(agent): 'Vad din agent vet' page rendering the ledger context (P2) (#935)
* feat(agent): 'Vad din agent vet' page rendering the ledger context (P2) The human-facing surface for the openwiki ledger-context: a read-only page that renders the exact payload the AI agent reads (Accounted://ledger/context + the briefing digest) as a legible profile of how this company books. - Route app/(dashboard)/agent-knowledge (server component) calls the shared buildLedgerContext(supabase, companyId) directly: one payload, two renderers, no new API or data path. - Sections mirror the payload 1:1: coverage/freshness strip, counterparty patterns (monochrome confidence bars + seen/agree evidence), supplier patterns, explicit rules shown as authoritative instructions distinct from observed patterns, account usage, VAT profile, conventions. - Nav entry in the Analys group (icon Brain), ungated so it doubles as an upsell; flip requiredCapability to paywall. - Design per .claude/rules/design.md (PageHeader, Card, Table, Badge, AccountNumber BAS tooltips); sv + en strings (agentKnowledge namespace). VAT/BAS labels stay Swedish in both locales per i18n rules. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(agent): deep entity-resolved analysis + radial graph for the knowledge page Reworks the 'Vad din agent vet' page from tables into a radial-hub graph driven by a new full-history deep analysis, per founder feedback. - fix(rpc): median_booking_lag_days now measures real posting promptness via committed_at, not entry_date (which the bank flow sets to the transaction date, giving a ~0 tautology: 151/152 on prod). migration 20260708120000. - feat(rpc): get_ledger_deep_context (migration 20260708130000): full-history, deterministic, read-side. Merges counterparties by normalize_counterparty_key (e.g. Claude = 14 bookings across 12 name variants, weekly, 9 710 kr, always 5420), mines booked verifikat for SEK spend (coalesce amount_sek), detects recurrence cadence, dominant account + share, plus supplier entities. Storno excluded, corrections kept; 19xx/26xx excluded from the dominant contra. - LedgerGraph: radial SVG (company center, accounts inner ring, payees outer ring), hover/focus reveals variants + spend + cadence + account. Keyboard focusable nodes with per-node accessible names + a screen-reader data table. - Page fetches the deep context alongside the light context; coverage strip gains tracked-payee / recurring / tracked-spend stats. sv + en strings. - 14 pg tests (light + deep) green; both RPCs applied to prod + version-matched. Reviewed by an adversarial multi-lens pass (accounting/SQL, frontend/a11y, prod-fact verification); all four verified findings fixed (SEK currency, storno-lag guard, keyboard a11y, spacing tokens). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(agent): gentle mount fade-in for the radial map (reduced-motion safe) Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(agent): render the page for a rules-only company (empty-state edge case) isEmpty ignored explicit_rules, so a company with configured mapping rules but no posted transactions hit the 'hasn't learned anything' empty state and lost its rules section. Rules are independent of bookings. (CodeRabbit) Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(agent): show Kompetens (skills) + Fakta (memory) on the knowledge page The 'Vad din agent vet' page now shows the full picture of what the agent knows: alongside the booking map, a compact read-only view of its Kompetens (the Swedish accounting/tax knowledge atoms it ships with, grouped by tier as chips with active/dormant state) and the Fakta it remembers (top learned facts with kind + source), each linking to /settings/assistant for full management. Server-rendered via a new buildAgentCompetence() that mirrors GET /api/agent/skills + /api/agent/memory. Also renders in the no-bookings case so a new company still sees its agent's competence. sv + en strings. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * refactor(agent): restructure knowledge page - hero graph + tabbed detail Declutters the page per feedback: the booking map is the always-visible hero, and the supporting detail (Kompetens · Minne · Regler & profil) moves into tabs so only one view shows at a time instead of a long card stack. Split AgentCompetenceSections into standalone CompetenceCard + FactsCard for the tabs; removed the top stat row on request. sv + en. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(agent): Reconciliation Aurora rewrite of the ledger knowledge graph Full rewrite of LedgerGraph: node area = sqrt(spend), colour = cadence, shape = supplier/counterparty, confidence = depth-of-field; on-mount descriptor-collapse animation with xN badge; cadence pulse veins; deterministic seeded layout; framer-motion only (no new deps); keyboard navigation, reduced-motion and sr-only support. Build-verified; 3-lens adversarial review findings fixed. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(agent): sample-size-honest confidence in the ledger knowledge graph dominant_account_share was raw cnt/total, so a counterparty with a single booking rendered as '100% säkerhet': fake certainty by construction (the data_quality_master Item-C / P3 finding). New migration replaces get_ledger_deep_context with a Laplace-smoothed share (cnt+1)/(total+2) (1/1 -> 0.67, 3/3 -> 0.80) and exposes the raw evidence as dominant_account_count / dominant_account_total. The detail card now shows 'Bokförd hit i k av n fall' under the confidence bar; the existing focus buckets, stroke widths and percent labels inherit the honest value unchanged. pg-real test updated to guard the n=1 case. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Jakob Wennberg
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a3c6566caf |
feat(mcp): ledger-context resource with per-company booking patterns (#928)
* feat(mcp): ledger-context resource with per-company booking patterns Adds Accounted://ledger/context: derived account usage, counterparty booking patterns with explicit confidence share (0.7 floor), explicit mapping rules kept separate as authoritative, observed VAT profile, and conventions. Backed by a SECURITY INVOKER get_ledger_usage_stats RPC so group-bys run SQL-side, and surfaced as a top-5 digest stanza on gnubok_get_agent_briefing so one call still bootstraps a session. Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com> * feat(mcp): fold source-quality prereqs into the ledger-context RPC Merchant-name normalization at the aggregation path (the splinter fix): new normalize_counterparty_key() SQL function mirroring normalizeCounterpartyName() so KORTKÖP/SWISH/date-suffixed labels merge into one counterparty key, which also makes the categorization_templates join exact. New supplier_patterns section (per-supplier dominant expense account + VAT treatment from supplier invoices; credit notes and reversed invoices excluded). account_usage excludes storno lines (they re-inflate the account a correction moved away from); the counterparty CTE keeps corrections because the transaction relink self-heals. Pattern confidence is now count-grounded evidence {seen_12m, agree, share, last_booked} instead of a bare ratio, and the digest frames it as historical frequency, never auto-book permission. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(agent-context): use roundOre for the share ratio (antipattern ratchet) Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(agent-context): defensive storno filter on counterparty CTE, fail-loud secondary reads Review follow-ups: the counterparty CTE now excludes source_type='storno' defensively (no live code path links a transaction to a storno, but legacy rows may predate reverseEntry's unlink; a linked storno would count the reversed category as precedent). Corrections stay included: they are the live booking after relink. Secondary reads (rules, templates, settings) now throw instead of silently reading as empty data: an agent must never be told 'no rules' when the truth is 'read failed'. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 <noreply@anthropic.com> |