Commit Graph

3 Commits

Author SHA1 Message Date
Jakob Wennberg bfd5b42eb1 feat(settings): open Assistenten on Kunskap with the konteringskarta first (#1044)
The Assistenten settings hub used to open on Minne, with the
konteringskarta buried two clicks away (Kunskap tab, below a second
nested tab row). Now /settings/assistant opens on Kunskap and the
LedgerGraph hero is the first thing on screen.

- Kunskap is the default view and first tab; Minne moves to ?view=memory
  (old ?view=knowledge links still resolve to the default)
- Drop the nested Kompetens/Minne/Regler & profil tab row inside the
  Kunskap view: Kompetens and Minne duplicated the top-level tabs one
  row above; Regler & profil now renders inline under the graph with a
  section header (KnowledgeTabs.tsx deleted)
- Restore vertical rhythm (space-y-8) between the hero, detail section
  and footer, lost when the view moved into the settings tabs
- Update redirects and memory deep links (/settings/agent-memory,
  AgentChat memory chips, FactsCard manage link) to ?view=memory
- Match the loading skeleton to the new layout

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-17 13:43:57 +02:00
Jakob Wennberg dcd33997b7 feat(agent): move 'Vad din agent vet' into settings (Assistenten -> Kunskap) (#1008)
Relocates the ledger-knowledge surface off the top nav and into the
assistant settings hub as a third tab (Minne / Kompetens / Kunskap), per
the code's own "minne + kunskap under Assistenten" intent and the #935
flag that this was an easy call to change.

Because both settings surfaces (the full-page rail and the intercepting
settings modal) mount each section as a propless component via
SETTINGS_SECTIONS, the knowledge data must be fetched client-side rather
than passed as a server prop:

- New GET /api/agent/knowledge aggregates buildLedgerContext +
  buildDeepEntities + buildAgentCompetence + company name (read-only,
  company-scoped via withRouteContext).
- AgentKnowledgeView + AgentCompetenceSections converted from async
  server components to client components (getTranslations ->
  useTranslations; no other server-only usage).
- New AgentKnowledgePanel client wrapper lazy-fetches the payload when
  the Kunskap tab opens (Radix unmounts inactive tabs), with Skeleton and
  error states matching the memory/skills panels.
- Removed the Brain/agent-knowledge entry (and its now-unused import)
  from the Analys nav group.
- /agent-knowledge kept as a redirect to /settings/assistant?view=knowledge
  so old links/bookmarks resolve.

Tests: new route test (auth 401, no-company 400, happy-path aggregation).
i18n: load_error_* keys added to both locales (parity kept).

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-12 22:21:08 +02:00
Jakob Wennberg 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>
2026-07-12 21:25:34 +02:00