Files
accounted/extensions/general/document-extraction/index.ts
T
Jakob Wennberg 4f0a7b1db0 feat(entitlements): per-company capability paywall — gate, trial seeding, UI upsells, Stripe checkout (#815)
* feat(entitlements): capability-grant gate substrate (paywall + modularity)

Two-axis capability primitive behind the SaaS paywall and the per-tenant
modularity/marketplace vision:
- migration: capability_grants (entitlement axis, polymorphic company/firm
  scope), company_capability_config (enablement axis), metered_events
  (append-only), company_has_capability() RPC reusing the 20260619130100
  tenant guard; SELECT-only RLS (writes service-role only, no self-grant).
- lib/entitlements: hasCapability/requireCapability gate (mirrors guardSandbox,
  fail-closed, NEXT_PUBLIC_SELF_HOSTED bypass), capability key namespace,
  metering helper.
- unit (11) + pg-real tests (RPC/RLS/tenant-guard incl. no-self-grant).

Gate not yet wired into call sites (follow-up commit). Paid keys:
ai, bank_sync, skatteverket, email_send.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(entitlements): enforce capability gate at paid external-service chokepoints

Wire the gate into the paid surfaces (keys: ai, email_send, bank_sync, skatteverket):
- AI routes (agent invoke/composer/onboarding stream): requireCapability(ai)
- Invoice send (web + v1): requireCapability(email_send)
- document-extraction event handler: skip Bedrock extract if ai not entitled
- enable-banking + skatteverket crons: per-company hasCapability skip in loop
- colocated send-route test mocks updated (requireCapability -> null)

Free per founder decision: TIC org lookup, VIES VAT validation, FX auto-fetch,
cloud backup, BankID login, all internal bookkeeping.

DEPLOY ORDER: fail-closed by design — do NOT deploy before trial/comp grant
seeding lands, or companies without grants lose these features. Seeding +
Stripe checkout/webhook are the next steps.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(entitlements): seed trial + comp capability grants

Makes the fail-closed gate safely deployable — nobody is locked out at cutover:
- AFTER INSERT trigger on companies grants every NEW company a 30-day trial on
  the PAID keys (ai, bank_sync, skatteverket, email_send), on ALL creation paths
  (RPC/MCP/direct) — so a new signup can use onboarding AI immediately.
- one-time backfill for EXISTING companies: created <=2026-06-07 -> trial ends
  2026-07-07; created later -> created_at + 30 days.
- permanent comp grants for Arcim/Mattsson (matched by name, no hardcoded UUIDs).
- pg tests: clearGrants() for controlled resolver tests + trigger coverage.

Trigger fn is SECURITY DEFINER so it writes grants regardless of caller RLS
(table has no INSERT policy for authenticated — no self-grant).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(entitlements): client capability visibility + billing page

Non-payers get a clean upsell instead of broken/empty features:
- CompanyContext gains capabilities[] + useCapability(key); resolved once
  server-side in the dashboard layout via getCompanyCapabilities (batched, 2
  queries), all three provider branches wired.
- /settings/billing upgrade page — the destination upsells point to (Stripe
  Payment Link via NEXT_PUBLIC_STRIPE_PAYMENT_LINK; degrades to 'coming soon'
  until automated checkout lands).
- ChatEmptyState: non-payer sees an Uppgradera CTA (mirrors the sandbox state).
- SendInvoiceDialog: email send disabled + upsell note when email_send missing
  (extends the existing sandbox-disable pattern).

Fast-follow: chat input/FAB + document-inbox empty state + bank/skatteverket/
AI-suggest buttons + a shared capability_blocked->toast backstop.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(entitlements): gate remaining paid UI surfaces with upsell (fast-follow)

disable-with-upsell across the rest of the paid surfaces (keys: bank_sync, skatteverket, ai):
- BankSyncNowButton: sync/reconnect disabled + note when !bank_sync (CSV/SIE stays free)
- AGIPanel: AGI submit-to-Skatteverket disabled + note when !skatteverket
- SkatteverketConnectPanel: BankID connect/reconnect disabled + upsell
- ApprovalCard: AI re-propose (correction) gated; manual approve/reject stay free
- InvoiceInboxWorkspace: upsell when extraction empty AND !ai (deterministic parse + manual entry unaffected)
- AgentTrigger FAB: routes to /settings/billing when !ai (no dead chat)
- settings nav: 'Abonnemang'/'Subscription' link to /settings/billing (sv/en)

TaxPaymentPanel + TransactionInboxCard intentionally untouched — only local/
deterministic actions there, nothing paid+external to gate.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(entitlements): automated Stripe subscription checkout + webhook

Self-serve revenue wired to the same capability-grant primitive:
- migration: company_subscriptions (company<->Stripe link/status) + stripe_webhook_events (idempotency)
- lib/stripe: getStripe singleton, plan->price mapping, subscription-sync (statusGrantsAccess / subscriptionToState / applySubscriptionState / handleStripeEvent). Active sub -> upsert source='stripe' grants for PAID keys (expiry = period_end + 3d grace); canceled/unpaid -> remove ONLY stripe grants (freeze-and-retain).
- routes: POST /api/billing/checkout (hosted subscription Checkout, company_id metadata), POST /api/billing/portal (Customer Portal), POST /api/stripe/webhook (raw-body signature verify, event-id dedup; handles checkout.session.completed + customer.subscription.*)
- billing page: real plan-toggle Checkout CTA / manage-subscription portal, gated on isStripeConfigured()
- adds stripe@22; unit tests for sync logic

Provisioning is webhook-driven (never trusts the success redirect). Needs env: STRIPE_SECRET_KEY, STRIPE_WEBHOOK_SECRET, STRIPE_PRICE_MONTHLY, STRIPE_PRICE_YEARLY.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(entitlements): validate UUIDs in capability filter + log webhook errors

Addresses PR review (Superagent Security / PR Agent):
- has-capability.ts: validate companyId/teamId as UUIDs before interpolating into the PostgREST .or() filter (fail-closed) — removes the latent injection vector flagged in the entitlement gate. Unit tests updated to use UUIDs.
- stripe/webhook: log processing failures with event id + type before the generic 500, so a failing webhook is visible to operators.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(salary): always-free AGI XML download for manual filing; only direct API submit is paid

Per founder decision on the swedish-compliance-review finding: AGI is a mandatory statutory filing, so producing/downloading the AGI XML must never be paywalled. Adds a free 'Ladda ner AGI-fil' button (generates + downloads the XML for manual upload to Skatteverket's e-service) on all tiers; the gated 'Skicka in underlag' stays the paid convenience (direct API submission — which also requires the paid BankID connection). Upsell reworded to point to the manual path.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(entitlements): harden comp-grant match after prod verification

Verified Arcim/Mattsson in prod (pwxtzglxptnnvjrpixpg): the name match was case-sensitive (missed the active 'Arcim technology AB' lowercase variant) and would have granted 3 archived dupes. Now match by org_number (5595386219 / 5595719864) OR case-insensitive name, active companies only — hits exactly the 3 active comp companies, excludes archived dupes and the unrelated 'Amnäs Mattsson, Emil' enskild firma.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-29 15:56:19 +02:00

204 lines
7.2 KiB
TypeScript

import type { Extension } from '@/lib/extensions/types'
import type { SupabaseClient } from '@supabase/supabase-js'
import { extractInvoiceFields } from '@/extensions/general/invoice-inbox/lib/extract-invoice-fields'
import { hasCapability } from '@/lib/entitlements/has-capability'
import { CAPABILITY } from '@/lib/entitlements/keys'
import { createLogger } from '@/lib/logger'
import { createServiceClient } from '@/lib/supabase/server'
import type { DocumentAttachment } from '@/types'
const log = createLogger('document-extraction')
// Mime types we know Claude can read directly via Bedrock. Anything else
// (HEIC, ZIP, TXT, …) is skipped — extracted_at still gets stamped so the
// row is marked as "attempted, not eligible".
const SUPPORTED_MIME_TYPES = new Set([
'application/pdf',
'image/jpeg',
'image/png',
'image/webp',
'image/gif',
])
// AI-extraction extension — paid AI tier only.
//
// Subscribes to the existing document.uploaded event bus topic and runs
// Sonnet 4.6 (via Bedrock, reusing invoice-inbox's extractInvoiceFields) on
// every uploaded receipt or invoice. Writes the result to
// document_attachments.extracted_data so the agent intent capture can use
// it without re-asking the user.
//
// Idempotency: skips when extracted_at is already set on the row. Also
// dedupes against invoice_inbox_items.extracted_data — when the inbox
// extension already extracted the same file, we copy its result instead
// of paying for a second Sonnet call.
//
// Free tier: disable this extension in extensions.config.json. Uploads
// still work; the agent intent will see null extracted_data and either
// ask the user or call gnubok_get_document_content at chat-time.
//
// See dev_docs/specialized-agent-plan.md (§ paid/free tier note) — to be
// authored.
export const documentExtractionExtension: Extension = {
id: 'document-extraction',
name: 'AI document extraction',
version: '1.0.0',
eventHandlers: [
{
eventType: 'document.uploaded',
handler: async (payload) => {
const { document, companyId } = payload as {
document: DocumentAttachment
userId: string
companyId: string
}
await extractAndPersist(document, companyId)
},
},
],
}
async function extractAndPersist(
document: DocumentAttachment,
companyId: string,
): Promise<void> {
// Service-role client: the handler runs out-of-band of the request that
// emitted the event, so we don't have user cookies. RLS doesn't fit —
// events have no user context.
const supabase: SupabaseClient = createServiceClient()
// Idempotency guard: never re-extract a row that already has extracted_at.
// Note: the column may be null OR the row may not yet have the new
// schema (legacy supabase types). Fail closed on missing schema.
const { data: existing, error: existingErr } = await supabase
.from('document_attachments')
.select('id, mime_type, storage_path, extracted_at')
.eq('id', document.id)
.single()
if (existingErr || !existing) {
log.warn('document not found, skipping extraction', {
doc: document.id,
err: existingErr?.message,
})
return
}
if (existing.extracted_at) {
return
}
// Dedup against inbox: if invoice-inbox already extracted this exact file
// (same document_id), copy its result to avoid a second AI call. If the
// inbox row marked the upload as skip_extraction=true, the inbox row's
// extracted_data is an empty skeleton — we must stamp the doc with a
// 'skipped:*' model so the client-side useDocumentExtraction hook reports
// 'unsupported' rather than 'succeeded' (otherwise the UI would claim AI
// finished reading a doc it never opened).
const { data: inboxRow } = await supabase
.from('invoice_inbox_items')
.select('extracted_data, extraction_skipped')
.eq('document_id', document.id)
.maybeSingle()
if (inboxRow?.extraction_skipped) {
await supabase
.from('document_attachments')
.update({
extracted_at: new Date().toISOString(),
extraction_model: 'skipped:invoice_inbox_gate',
})
.eq('id', document.id)
return
}
let extractedData: Record<string, unknown> | null = null
let model: string = 'copied-from-invoice-inbox'
if (inboxRow?.extracted_data) {
extractedData = inboxRow.extracted_data as Record<string, unknown>
} else {
const mimeType = existing.mime_type as string | null
if (!mimeType || !SUPPORTED_MIME_TYPES.has(mimeType)) {
// Stamp the attempt so we don't keep retrying unsupported types.
await supabase
.from('document_attachments')
.update({ extracted_at: new Date().toISOString(), extraction_model: 'skipped:unsupported_mime' })
.eq('id', document.id)
return
}
// Download the file from Supabase Storage. The bucket is private — the
// service-role client can read any path.
const storagePath = existing.storage_path as string | null
if (!storagePath) {
log.warn('document has no storage_path, skipping', { doc: document.id })
return
}
const { data: blob, error: dlErr } = await supabase.storage
.from('documents')
.download(storagePath)
if (dlErr || !blob) {
log.warn('storage download failed', { doc: document.id, err: dlErr?.message })
return
}
const buffer = Buffer.from(await blob.arrayBuffer())
if (!(await hasCapability(supabase, companyId, CAPABILITY.ai))) {
log.info('extraction skipped — ai capability not entitled', { doc: document.id, companyId })
return
}
try {
const { data, rawText } = await extractInvoiceFields({
buffer,
mimeType,
fileName: (document.file_name as string) || 'document',
})
// extractInvoiceFields returns an "empty" result on failure rather
// than throwing — distinguish by checking rawText. When rawText is
// null, the call was skipped (creds missing, unsupported type) or
// the JSON parse failed.
if (!rawText) {
await supabase
.from('document_attachments')
.update({
extracted_at: new Date().toISOString(),
extraction_model: 'failed:no_raw_text',
})
.eq('id', document.id)
return
}
extractedData = data as unknown as Record<string, unknown>
model = process.env.BEDROCK_MODEL_ID || 'eu.anthropic.claude-sonnet-4-6'
} catch (err) {
log.warn('extraction threw', {
doc: document.id,
err: err instanceof Error ? err.message : String(err),
})
await supabase
.from('document_attachments')
.update({
extracted_at: new Date().toISOString(),
extraction_model: 'failed:exception',
})
.eq('id', document.id)
return
}
}
const { error: updateErr } = await supabase
.from('document_attachments')
.update({
extracted_data: extractedData,
extracted_at: new Date().toISOString(),
extraction_model: model,
})
.eq('id', document.id)
if (updateErr) {
log.warn('persist failed', { doc: document.id, err: updateErr.message, companyId })
return
}
log.info('extraction persisted', { doc: document.id, model, companyId })
}