Files
accounted/components/agent/AgentSessionList.tsx
T
Mattsson f63d3e3100 Bug/open banking flow (#854)
* fix(enable-banking): pin Mobile BankID (decoupled) auth_method so Handelsbanken corporate connects

We never sent auth_method to Enable Banking, so it fell back to the ASPSP's
visible default — REDIRECT for Handelsbanken. For Handelsbanken *corporate*
PSUs the redirect flow does not support Mobile BankID, so authorization failed
right after the user approved in the BankID app. Mobile BankID at Handelsbanken
is a DECOUPLED method flagged hidden_method=true, which Enable Banking only uses
when requested explicitly.

Resolve the bank's preferred auth method before /auth: query the ASPSP's
auth_methods and pick the DECOUPLED (Mobile BankID) method when present,
otherwise leave auth_method unset so banks that already work are untouched.
The method name is read dynamically per psu_type, so it is robust across
sandbox/production naming.

- api-client: add approach/hidden_method to AuthMethod, fix ASPSP.auth_methods
  field name (was available_auth_methods, never populated), add
  getPreferredAuthMethod(), thread optional authMethod through startAuthorization
- index: resolve authMethod in /connect and pass it on both fresh + reconnect
- tests: cover method selection and request-body shaping

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

* refactor(invoice-inbox): clean up bulk-selection toolbar UI

Redesign the selection toolbar shown when inbox items are checked:
one solid primary "Bokför valda" button with outlined secondary
actions ("Fråga assistenten", "Ta bort") and a plain selection
count. Removes the redundant "Avmarkera" button (users uncheck the
still-visible box), fixes label clipping, and gives the toolbar more
breathing room.

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

* chore(entitlements): bypass paywall in local development

Add isPaywallBypassed() so all gated capabilities are testable locally
without a subscription. Fires only on NODE_ENV=development (npm run dev)
or an explicit DISABLE_PAYWALL=true escape hatch — production builds run
under NODE_ENV=production and the entitlement suite runs under 'test',
so both keep exercising the real gate.

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

* fix(tic): resolve enskild firma bolagsuppgifter via 12-digit personnummer

TIC's Lens search is fuzzy and only resolves an enskild firma from the 12-digit (century-prefixed) personnummer; a 10-digit form fuzzy-matched an unrelated entity. Expand personnummer to 12 digits before querying and reject hits whose registration number is unrelated to the request. Add a "Hämta" action to the settings Bolagsuppgifter panel to (re)fetch on demand.

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

* feat(transactions): implement categorize core for bank transaction categorization

- Added `categorize-core.ts` to handle categorization of bank transactions, supporting single and bulk operations.
- Introduced `categorizeMatchedTransaction` and `bulkBookMatchedInboxItems` functions for transaction processing.
- Implemented fiscal period validation and duplicate booking detection.
- Enhanced logging and error handling for transaction categorization.

feat(scripts): add diagnostic script for Handelsbanken ASPSP metadata

- Created `check-handelsbanken-aspsp.mjs` to fetch and display available authentication methods for Handelsbanken.
- Outputs metadata for business and personal PSU types, including default authentication methods.

fix(migrations): increase statement timeout for SIE bulk delete operations

- Updated `20260629160000_sie_bulk_delete_statement_timeout.sql` to set a longer statement timeout for bulk delete RPCs to prevent cancellations during large imports.

feat(migrations): add bulk book inbox items to pending operations

- Expanded `pending_operations` table to include `bulk_book_inbox_items` operation type in `20260630120000_pending_operations_add_bulk_book_inbox_items.sql`.
- Supports bulk booking of matched inbox items against bank transactions.

test(pg): add tests for replace_period_opening_balance_link RPC

- Implemented tests in `replace-period-opening-balance-link.pg.test.ts` to validate the functionality of the opening-balance correction flow.
- Ensured immutability of opening balance links and proper handling of posted vs. non-posted entries.

* fix(sie-export): update journal entries and lines handling in SIE export tests

* fix(migrations): resolve version collision on 20260629160000

The SIE bulk-delete statement_timeout migration shared version
20260629160000 with journal_entries_list_series_filter (merged from
main via #798/#823), causing a schema_migrations_pkey duplicate key
error on apply. Rename the branch's migration to 20260629160100.

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

* fix(compliance): resolve compliance-swarm + review findings

- opening-balance/correct: compensating rollback for the non-atomic
  storno+rebook so a mid-sequence failure never leaves two posted OB
  entries (ASVS V2.3); durable audit event on every failure path
  (V16); reference the original verifikationsnummer in the corrected
  entry per BFL 5 kap 5§; document that requireWrite already enforces
  write-role + membership (V8.2.1 was a false positive)
- reports sources routes: validate the cursor date component as ISO
  (/^\d{4}-\d{2}-\d{2}$/) before use, 400 on malformed (ASVS V1.2),
  applied to both the VAT-declaration and trial-balance routes
- AgentSessionList: await the rename PATCH, revert the optimistic
  title and toast on failure (ASVS V4.5)
- bank booking: exclude same-batch siblings from the booking-time
  duplicate guard so bulk-booking distinct same-(date,amount)
  transactions no longer false-positives; pre-existing duplicate
  detection is preserved
- BulkBookInboxDialog: drop the unsafe currency-based reverse_charge
  default, add an omvänd skattskyldighet advisory, and type VAT
  options to the backend VatTreatment union
- OpeningBalanceRowEditor: hold onChange in a ref (synced in effect,
  not during render) so an unstable callback can't cause a render loop

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

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-01 18:13:00 +02:00

231 lines
9.3 KiB
TypeScript

'use client'
import { useEffect, useMemo, useRef, useState } from 'react'
import { Search, X, Loader2, MessageSquare, Pencil } from 'lucide-react'
import { cn } from '@/lib/utils'
import { useToast } from '@/components/ui/use-toast'
import {
type ConversationRow,
BUCKET_LABELS,
relativeTime,
intentLabel,
groupConversations,
} from './conversation-display'
interface Props {
// Highlight the row for the conversation currently open in the sheet.
activeConversationId?: string | null
// Fired when the user picks a conversation to resume. The sheet fetches its
// messages and swaps back to the chat view — the list itself stays dumb.
onSelect: (id: string) => void
}
// In-sheet conversation picker. Renders the same grouped/searchable list as the
// /chat sidebar (shared helpers in conversation-display.ts), but instead of
// navigating to /chat/[id] it hands the id back so the conversation opens
// inline in the sheet and the user keeps chatting without leaving the page.
// Rows are renameable inline (PATCH /api/agent/conversations/[id]).
export default function AgentSessionList({ activeConversationId, onSelect }: Props) {
const [conversations, setConversations] = useState<ConversationRow[]>([])
const [loading, setLoading] = useState(true)
const [error, setError] = useState<string | null>(null)
const [query, setQuery] = useState('')
const [editingId, setEditingId] = useState<string | null>(null)
const [editValue, setEditValue] = useState('')
// Set by Esc so the blur that fires when the input unmounts doesn't save.
const cancelRef = useRef(false)
const { toast } = useToast()
useEffect(() => {
let cancelled = false
void (async () => {
setLoading(true)
setError(null)
try {
const res = await fetch('/api/agent/conversations?limit=100')
if (!res.ok) throw new Error(`HTTP ${res.status}`)
const json = (await res.json()) as { data?: ConversationRow[] }
if (!cancelled) setConversations(json.data ?? [])
} catch {
if (!cancelled) setError('Kunde inte hämta konversationer.')
} finally {
if (!cancelled) setLoading(false)
}
})()
return () => {
cancelled = true
}
}, [])
const filtered = useMemo(() => {
const q = query.trim().toLowerCase()
if (!q) return conversations
return conversations.filter(
(c) =>
(c.title ?? '').toLowerCase().includes(q) ||
(c.last_message_preview ?? '').toLowerCase().includes(q) ||
(c.context_ref ?? '').toLowerCase().includes(q) ||
c.intent_id.toLowerCase().includes(q),
)
}, [conversations, query])
const grouped = useMemo(() => groupConversations(filtered), [filtered])
function startEdit(c: ConversationRow) {
setEditingId(c.id)
setEditValue(c.title ?? '')
cancelRef.current = false
}
function cancelEdit() {
cancelRef.current = true
setEditingId(null)
}
async function commitEdit(id: string) {
if (cancelRef.current) {
cancelRef.current = false
return
}
setEditingId(null)
const title = editValue.trim()
const current = conversations.find((c) => c.id === id)
if (!title || title === current?.title) return
// Capture the pre-rename title so we can roll back if the PATCH fails.
const previousTitle = current?.title ?? null
setConversations((prev) => prev.map((c) => (c.id === id ? { ...c, title } : c)))
try {
const res = await fetch(`/api/agent/conversations/${id}`, {
method: 'PATCH',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ title }),
})
if (!res.ok) throw new Error(`HTTP ${res.status}`)
} catch {
// Revert the optimistic rename so the list stays in sync with the server.
setConversations((prev) =>
prev.map((c) => (c.id === id ? { ...c, title: previousTitle } : c)),
)
toast({
variant: 'destructive',
title: 'Kunde inte byta namn på konversationen.',
})
}
}
return (
<div className="flex flex-1 flex-col min-h-0">
<div className="border-b border-border px-5 py-3">
<div className="relative">
<Search className="absolute left-2.5 top-1/2 -translate-y-1/2 h-3.5 w-3.5 text-muted-foreground" />
<input
type="text"
value={query}
onChange={(e) => setQuery(e.target.value)}
placeholder="Sök konversationer…"
className="w-full rounded-md border border-border bg-background pl-8 pr-7 py-1.5 text-sm focus:outline-none focus:ring-2 focus:ring-ring"
/>
{query.length > 0 && (
<button
type="button"
onClick={() => setQuery('')}
aria-label="Rensa sökning"
className="absolute right-1 top-1/2 -translate-y-1/2 inline-flex h-8 w-8 items-center justify-center rounded text-muted-foreground hover:bg-secondary hover:text-foreground"
>
<X className="h-3 w-3" />
</button>
)}
</div>
</div>
<div className="flex-1 overflow-y-auto">
{loading ? (
<div className="flex items-center justify-center gap-2 p-6 text-sm text-muted-foreground">
<Loader2 className="h-4 w-4 animate-spin" /> Hämtar
</div>
) : error ? (
<div className="p-6 text-sm text-destructive">{error}</div>
) : grouped.length === 0 ? (
<div className="flex flex-col items-center gap-2 p-10 text-center text-sm text-muted-foreground">
<MessageSquare className="h-6 w-6 opacity-40" />
{conversations.length === 0 ? 'Inga konversationer ännu.' : 'Inga träffar.'}
</div>
) : (
grouped.map(({ bucket, rows }) => (
<section key={bucket} className="py-2">
<p className="px-4 pb-1 text-[10px] uppercase tracking-wider text-muted-foreground">
{BUCKET_LABELS[bucket]}
</p>
<ul className="space-y-1">
{rows.map((c) => (
<li key={c.id}>
{editingId === c.id ? (
<div className="px-4 py-2">
<input
autoFocus
value={editValue}
onChange={(e) => setEditValue(e.target.value)}
onBlur={() => void commitEdit(c.id)}
onKeyDown={(e) => {
if (e.key === 'Enter') {
e.preventDefault()
;(e.target as HTMLInputElement).blur()
} else if (e.key === 'Escape') {
e.preventDefault()
cancelEdit()
}
}}
placeholder="Namnge konversationen…"
maxLength={200}
aria-label="Nytt namn på konversationen"
className="w-full rounded-md border border-border bg-background px-2 py-1 text-sm focus:outline-none focus:ring-2 focus:ring-ring"
/>
</div>
) : (
<div
className={cn(
'group flex items-stretch border-l-2 transition-colors',
activeConversationId === c.id
? 'bg-secondary/50 border-foreground'
: 'border-transparent hover:bg-secondary/60',
)}
>
<button
type="button"
onClick={() => onSelect(c.id)}
className="flex flex-1 min-w-0 items-start gap-2 px-4 py-2 text-left"
>
<div className="flex-1 min-w-0">
<div className="flex items-center gap-1.5">
<p className="text-sm font-medium truncate flex-1 min-w-0">
{c.title ?? intentLabel(c.intent_id)}
</p>
<p className="text-[11px] text-muted-foreground tabular-nums shrink-0">
{relativeTime(c.last_message_at ?? c.created_at)}
</p>
</div>
<p className="text-xs text-muted-foreground line-clamp-1 mt-0.5">
{c.last_message_preview ?? intentLabel(c.intent_id)}
</p>
</div>
</button>
<button
type="button"
onClick={() => startEdit(c)}
title="Byt namn"
aria-label="Byt namn på konversation"
className="shrink-0 flex w-10 items-center justify-center text-muted-foreground/50 hover:text-foreground transition-colors"
>
<Pencil className="h-3.5 w-3.5" />
</button>
</div>
)}
</li>
))}
</ul>
</section>
))
)}
</div>
</div>
)
}