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accounted/components/agent-knowledge/AgentKnowledgeView.tsx
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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

248 lines
8.8 KiB
TypeScript

import { getTranslations } from 'next-intl/server'
import { Brain } from 'lucide-react'
import {
Card,
CardHeader,
CardTitle,
CardDescription,
CardContent,
} from '@/components/ui/card'
import { Badge } from '@/components/ui/badge'
import {
Table,
TableHeader,
TableBody,
TableHead,
TableRow,
TableCell,
} from '@/components/ui/table'
import { AccountNumber } from '@/components/ui/account-number'
import { EmptyState } from '@/components/ui/empty-state'
import { formatDateLong } from '@/lib/utils'
import type { LedgerContext } from '@/lib/agent-context/ledger-context'
import type { DeepLedgerContext } from '@/lib/agent-context/ledger-deep'
import type { AgentCompetence } from '@/lib/agent-context/agent-competence'
import { LedgerGraph } from './LedgerGraph'
import { CompetenceCard, FactsCard } from './AgentCompetenceSections'
import { KnowledgeTabs } from './KnowledgeTabs'
// Swedish VAT (moms) treatment codes stay Swedish in both locales, like BAS
// account names and momsdeklaration labels (.claude/rules/i18n.md).
const VAT_LABELS: Record<string, string> = {
standard_25: 'Moms 25%',
standard_12: 'Moms 12%',
standard_6: 'Moms 6%',
reduced_12: 'Moms 12%',
reduced_6: 'Moms 6%',
reverse_charge: 'Omvänd moms',
reverse_charge_eu: 'Omvänd moms (EU)',
reverse_charge_services: 'Omvänd moms (tjänster)',
eu_reverse_charge_services: 'Omvänd moms (EU-tjänster)',
eu_goods: 'EU-varor',
export: 'Export',
exempt: 'Momsfri',
no_vat: 'Ingen moms',
}
function vatLabel(code: string | null): string | null {
if (!code) return null
return VAT_LABELS[code] ?? code
}
export async function AgentKnowledgeView({
context,
deep,
competence,
companyName,
}: {
context: LedgerContext
deep: DeepLedgerContext
competence: AgentCompetence
companyName: string
}) {
const t = await getTranslations('agentKnowledge')
const { meta, explicit_rules, vat_profile, conventions } = context
const entities = [...deep.counterparty_entities, ...deep.supplier_entities]
const isEmpty = meta.coverage.posted_entries_window === 0 && entities.length === 0 && explicit_rules.length === 0
if (isEmpty) {
// No bookings yet, but the agent still ships with competence and may
// already remember facts: show those rather than a dead end.
return (
<>
<Card>
<CardContent className="p-0">
<EmptyState
icon={Brain}
title={t('empty_title')}
description={t('empty_description')}
actionLabel={t('empty_action')}
actionHref="/transactions"
/>
</CardContent>
</Card>
<div className="grid gap-4 lg:grid-cols-2">
<CompetenceCard competence={competence} />
<FactsCard competence={competence} />
</div>
</>
)
}
const methodLabel =
conventions.accounting_method === 'accrual'
? t('method_accrual')
: conventions.accounting_method === 'cash'
? t('method_cash')
: t('method_unknown')
const periodLabel =
vat_profile.moms_period === 'monthly'
? t('period_monthly')
: vat_profile.moms_period === 'quarterly'
? t('period_quarterly')
: vat_profile.moms_period === 'yearly'
? t('period_yearly')
: (vat_profile.moms_period ?? t('unknown'))
// "Regler & profil" tab: user-authored rules + observed VAT + conventions.
const configContent = (
<>
{explicit_rules.length > 0 && (
<Card>
<CardHeader>
<CardTitle className="text-base">{t('rules_title')}</CardTitle>
<CardDescription>{t('rules_description')}</CardDescription>
</CardHeader>
<CardContent className="p-0">
<Table>
<TableHeader>
<TableRow>
<TableHead>{t('col_rule')}</TableHead>
<TableHead>{t('col_match')}</TableHead>
<TableHead>{t('col_account')}</TableHead>
<TableHead>{t('col_vat')}</TableHead>
</TableRow>
</TableHeader>
<TableBody>
{explicit_rules.map((r, i) => (
<TableRow key={r.rule_name + r.match + i}>
<TableCell>
<div className="flex flex-wrap items-center gap-2">
<span className="font-medium">{r.rule_name}</span>
<Badge variant="default">{t('src_rule')}</Badge>
</div>
</TableCell>
<TableCell className="font-mono text-xs text-muted-foreground">{r.match}</TableCell>
<TableCell>
{r.account_number
? <AccountNumber number={r.account_number} showName size="sm" />
: <span className="text-muted-foreground">-</span>}
</TableCell>
<TableCell className="text-muted-foreground">{vatLabel(r.vat_treatment) ?? '-'}</TableCell>
</TableRow>
))}
</TableBody>
</Table>
</CardContent>
</Card>
)}
<div className="grid gap-4 md:grid-cols-2">
<Card>
<CardHeader>
<CardTitle className="text-base">{t('vat_title')}</CardTitle>
<CardDescription>{t('vat_description')}</CardDescription>
</CardHeader>
<CardContent className="space-y-4 pt-0">
<Row label={t('vat_registered_label')}>
<Badge variant={vat_profile.registered ? 'success' : 'outline'}>
{vat_profile.registered ? t('yes') : t('no')}
</Badge>
</Row>
<Row label={t('vat_period_label')}>
<span className="text-sm">{periodLabel}</span>
</Row>
<Row label={t('vat_treatments_label')}>
{vat_profile.treatments_used_12m.length === 0 ? (
<span className="text-sm text-muted-foreground">{t('vat_no_treatments')}</span>
) : (
<div className="flex flex-wrap justify-end gap-2">
{vat_profile.treatments_used_12m.map((code) => (
<Badge key={code} variant="outline">{vatLabel(code)}</Badge>
))}
</div>
)}
</Row>
</CardContent>
</Card>
<Card>
<CardHeader>
<CardTitle className="text-base">{t('conv_title')}</CardTitle>
<CardDescription>{t('conv_description')}</CardDescription>
</CardHeader>
<CardContent className="space-y-4 pt-0">
<Row label={t('conv_method_label')}>
<span className="text-sm">{methodLabel}</span>
</Row>
<Row label={t('conv_series_label')}>
{conventions.voucher_series_in_use.length === 0 ? (
<span className="text-sm text-muted-foreground">-</span>
) : (
<div className="flex flex-wrap justify-end gap-2">
{conventions.voucher_series_in_use.map((s) => (
<Badge key={s} variant="secondary" className="font-mono">{s}</Badge>
))}
</div>
)}
</Row>
<Row label={t('conv_salary_label')}>
<Badge variant={conventions.salary_run_active ? 'success' : 'outline'}>
{conventions.salary_run_active ? t('yes') : t('no')}
</Badge>
</Row>
{conventions.typical_booking_lag_days !== null && (
<Row label={t('conv_lag_label')}>
<span className="text-sm tabular-nums">{t('meta_lag_value', { days: conventions.typical_booking_lag_days })}</span>
</Row>
)}
</CardContent>
</Card>
</div>
</>
)
const tabs = [
{ value: 'competence', label: t('tab_competence'), content: <CompetenceCard competence={competence} /> },
{ value: 'memory', label: t('tab_memory'), content: <FactsCard competence={competence} /> },
{ value: 'config', label: t('tab_config'), content: configContent },
]
return (
<>
{/* The cinematic hero: a self-contained dark panel with its own header */}
<LedgerGraph deep={deep} companyName={companyName} />
{/* Supporting detail, tabbed so it doesn't stack into a long scroll */}
<KnowledgeTabs tabs={tabs} />
<p className="text-right text-xs text-muted-foreground">
{t('footer_basis', { entries: meta.coverage.posted_entries_window, date: formatDateLong(meta.computed_at) })}
</p>
</>
)
}
function Row({ label, children }: { label: string; children: React.ReactNode }) {
return (
<div className="flex items-center justify-between gap-4">
<span className="text-sm text-muted-foreground">{label}</span>
<div>{children}</div>
</div>
)
}