Files
accounted/supabase/migrations/20260423140000_ai_requests.sql
T
Mattsson c8461397c8 Bug/accounting ps eu (#474)
* feat(api): implement commit functionality for journal entries

* fix(extensions): make ExtensionSettings.clear() a real delete so disconnect flows work

The 2026-03-30 multi-tenant refactor dropped all RLS policies on extension_data
and recreated only SELECT/INSERT/UPDATE. Combined with `value jsonb NOT NULL`,
every extension that called `settings.set(key, null)` to clear stored state
(cloud-backup disconnect, skatteverket OAuth/AGI cleanup, arcim-migration
consent reset) silently failed — the upsert hit the NOT NULL constraint and
the error was swallowed, leaving users stuck with stale connection rows.

Adds an `extension_data_delete` RLS policy, a `clear(key)` method backed by a
real DELETE, switches the four affected handlers, and makes `set()` throw on
Supabase error so this class of silent failure can't recur.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(journal-entries): add draft saving functionality to journal entry form

* feat: add periodisk sammanställning report generation and CSV export

- Implemented period date helpers in `period-dates.ts` for calculating start and end dates based on period type (monthly, quarterly, yearly).
- Created `periodisk-sammanstallning.ts` to generate the periodisk sammanställning report, including data fetching, validation, and warning handling.
- Developed CSV serializer in `periodisk-sammanstallning-csv.ts` for exporting the report in SKV574008 format.
- Added new columns to `company_settings` for storing periodisk sammanställning settings and tax contact information via migration.
- Introduced a new migration to add a `paid_with_private_funds` flag to `supplier_invoices` for tracking out-of-pocket expenses.
- Updated journal entries to include the new source type for privately paid supplier invoices.

* feat(migrations): add paid_with_private_funds flag to supplier_invoices and expand journal_entries.source_type CHECK

* fix(ai_requests): drop existing policies and trigger before creating new ones

* fix(migrations): ensure extension_data has a proper DELETE policy for ExtensionSettings.clear()

* fix(supplier-invoices): update error handling for invalid input in POST request

* fix: correct capitalization in project title

* fix(migrations): resolve duplicate version 20260513120000

Two migrations shared the same timestamp prefix, causing
schema_migrations_pkey collision on Supabase preview branches.
Bump extension_data_delete_policy to 20260513120001.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-14 01:10:44 +02:00

82 lines
3.3 KiB
SQL

-- 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;
DROP POLICY IF EXISTS "ai_requests_select" ON public.ai_requests;
CREATE POLICY "ai_requests_select" ON public.ai_requests
FOR SELECT USING (company_id IN (SELECT public.user_company_ids()));
DROP POLICY IF EXISTS "ai_requests_insert" ON public.ai_requests;
CREATE POLICY "ai_requests_insert" ON public.ai_requests
FOR INSERT WITH CHECK (company_id IN (SELECT public.user_company_ids()));
DROP POLICY IF EXISTS "ai_requests_update" ON public.ai_requests;
CREATE POLICY "ai_requests_update" ON public.ai_requests
FOR UPDATE USING (company_id IN (SELECT public.user_company_ids()));
-- updated_at trigger
DROP TRIGGER IF EXISTS ai_requests_updated_at ON public.ai_requests;
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';