Files
accounted/components/agent/AgentSheet.tsx
T
MattssonandClaude Opus 4.8 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

299 lines
12 KiB
TypeScript

'use client'
import { useEffect, useState } from 'react'
import { X, Expand, Shrink, PanelRightClose, Eraser, History, ChevronLeft, Loader2 } from 'lucide-react'
import AgentChat, { normalizeStoredMessages, type ChatMessage } from './AgentChat'
import AgentAvatar from './AgentAvatar'
import AgentSessionList from './AgentSessionList'
import SandboxAgentPreview from './SandboxAgentPreview'
import { useAgentSheet } from './AgentSheetProvider'
import { useCompanyOptional } from '@/contexts/CompanyContext'
import { cn } from '@/lib/utils'
// Undimmed non-modal side sheet — sits above the page on a hairline border +
// shadow, but the page underneath stays fully interactive. Plan §3b.
//
// The sheet is a thin wrapper around AgentChat: it owns the title bar, close
// button, and "expand to /chat/[id]" affordance. All message rendering and
// streaming live in AgentChat so the full-page chat view can reuse them.
interface Props {
intentId: string
intentArgs?: Record<string, unknown>
contextRef?: string
seedUserMessage?: string
// Hidden (display:none) but still mounted so the conversation survives. The
// provider keeps rendering this component; we just visually remove it.
collapsed: boolean
onCollapse: () => void
onRestart: () => void
onClose: () => void
}
interface LoadedConversation {
id: string
intentId: string
contextRef: string | null
title: string | null
messages: ChatMessage[]
}
export default function AgentSheet({
intentId,
intentArgs,
contextRef,
seedUserMessage,
collapsed,
onCollapse,
onRestart,
onClose,
}: Props) {
// Live conversation id from the active AgentChat (fresh sessions report it via
// onConversationIdChange; resumed ones we set directly on select).
const [conversationId, setConversationId] = useState<string | null>(null)
// 'chat' shows the conversation; 'list' shows the session picker.
const [view, setView] = useState<'chat' | 'list'>('chat')
// A past conversation the user picked from the list, hydrated for resume. When
// set, it replaces the intent-driven fresh chat.
const [loaded, setLoaded] = useState<LoadedConversation | null>(null)
const [loadingConversation, setLoadingConversation] = useState(false)
const [loadError, setLoadError] = useState<string | null>(null)
// Enlarge the panel IN PLACE (no navigation) — the user stays on the current
// page (e.g. /bookkeeping) with a wider reading/verifying surface.
const [expanded, setExpanded] = useState(false)
const { identity } = useAgentSheet()
const companyCtx = useCompanyOptional()
const isSandbox = companyCtx?.isSandbox ?? false
const agentName = identity.displayName?.trim() || null
const sheetTitle = intentToTitle(intentId, agentName)
const displayTitle = loaded ? (loaded.title ?? intentToTitle(loaded.intentId, agentName)) : sheetTitle
const activeConversationId = loaded?.id ?? conversationId
// Esc: back out of the session list first, otherwise close. Never while
// collapsed (the sheet is hidden off-screen, so Esc belongs elsewhere).
useEffect(() => {
const onKey = (e: KeyboardEvent) => {
if (collapsed || e.key !== 'Escape') return
if (view === 'list') setView('chat')
else onClose()
}
window.addEventListener('keydown', onKey)
return () => window.removeEventListener('keydown', onKey)
}, [onClose, collapsed, view])
// Move focus off the sheet before hiding it, so it never sits on a
// display:none node (accessibility).
const handleCollapse = () => {
if (typeof document !== 'undefined') {
;(document.activeElement as HTMLElement | null)?.blur()
}
onCollapse()
}
// Resume a past conversation inline: fetch its messages, hydrate, and swap the
// sheet back to the chat view. Picking the one already open just closes the
// list (keeps its live in-memory state instead of re-hydrating it).
async function handleSelectConversation(id: string) {
if (id === activeConversationId) {
setView('chat')
return
}
setView('chat')
setLoaded(null)
setLoadingConversation(true)
setLoadError(null)
try {
const res = await fetch(`/api/agent/conversations/${id}`)
if (!res.ok) throw new Error(`HTTP ${res.status}`)
const json = (await res.json()) as {
data?: {
conversation: {
id: string
intent_id: string
context_ref: string | null
title: string | null
}
messages: { role: string; content: unknown; hidden?: boolean | null }[]
}
}
const data = json.data
if (!data) throw new Error('missing data')
setLoaded({
id: data.conversation.id,
intentId: data.conversation.intent_id,
contextRef: data.conversation.context_ref,
title: data.conversation.title,
messages: normalizeStoredMessages(data.messages),
})
setConversationId(data.conversation.id)
} catch {
setLoadError('Kunde inte öppna konversationen.')
} finally {
setLoadingConversation(false)
}
}
return (
<div
role="dialog"
aria-label={displayTitle}
// z-[60] sits above the mobile bottom nav (z-50) so on phones the sheet
// covers the full screen including where the nav would otherwise show.
// `hidden` (display:none) when collapsed keeps the component mounted — the
// conversation state in AgentChat survives — while removing it from view
// and layout entirely (no stray horizontal scroll from an off-screen box).
className={cn(
'fixed inset-y-0 right-0 z-[60] flex w-full flex-col border-l border-border bg-background shadow-lg transition-[max-width] duration-200 ease-out',
collapsed && 'hidden',
// Expanded grows the panel leftward over the page (still non-modal — the
// page stays interactive); normal is the compact side sheet.
expanded ? 'max-w-[min(100vw,1100px)]' : 'max-w-[480px]',
)}
style={{
// iOS notch / Android cutout — the sheet top edge needs to clear the
// status bar. Bottom is handled inside the form below.
paddingTop: 'env(safe-area-inset-top, 0px)',
}}
>
{view === 'list' ? (
<header className="flex items-center gap-3 border-b border-border px-5 py-4">
<button
onClick={() => setView('chat')}
className="h-9 w-9 -ml-1 inline-flex items-center justify-center rounded-md text-muted-foreground hover:bg-secondary hover:text-foreground transition-colors"
aria-label="Tillbaka"
title="Tillbaka"
>
<ChevronLeft className="h-4 w-4" />
</button>
<h2 className="font-display text-lg tracking-tight truncate">Konversationer</h2>
<button
onClick={onClose}
className="ml-auto h-9 w-9 inline-flex items-center justify-center rounded-md text-muted-foreground hover:bg-secondary hover:text-foreground transition-colors"
aria-label="Stäng"
title="Avsluta sessionen"
>
<X className="h-4 w-4" />
</button>
</header>
) : (
<header className="flex items-center gap-2 border-b border-border px-4 py-4">
{!isSandbox && (
<button
onClick={() => setView('list')}
className="h-9 w-9 inline-flex items-center justify-center rounded-md text-muted-foreground hover:bg-secondary hover:text-foreground transition-colors"
aria-label="Tidigare konversationer"
title="Tidigare konversationer"
>
<History className="h-4 w-4" />
</button>
)}
<AgentAvatar avatarId={identity.avatarId} size="sm" alt={agentName ?? 'Assistent'} />
<h2 className="font-display text-lg tracking-tight truncate">{displayTitle}</h2>
<div className="ml-auto flex items-center gap-1">
{/* Grow/shrink the panel in place — NEVER navigates away, so the
user stays on the current page. Hidden on mobile where the sheet
is already full-width (the toggle would be a no-op). */}
{!isSandbox && (
<button
onClick={() => setExpanded((v) => !v)}
className="hidden md:inline-flex h-9 w-9 items-center justify-center rounded-md text-muted-foreground hover:bg-secondary hover:text-foreground transition-colors"
aria-label={expanded ? 'Förminska' : 'Förstora'}
title={expanded ? 'Förminska' : 'Förstora'}
>
{expanded ? <Shrink className="h-4 w-4" /> : <Expand className="h-4 w-4" />}
</button>
)}
{/* Labeled (not icon-only) so it isn't mistaken for close/minimize —
and gated on an existing conversation so there's nothing to
mis-click on a fresh, empty chat. */}
{activeConversationId && !isSandbox && (
<button
onClick={onRestart}
className="h-9 inline-flex items-center gap-2 rounded-md px-2 text-xs font-medium text-muted-foreground hover:bg-secondary hover:text-foreground transition-colors"
aria-label="Rensa — börja en ny konversation"
title="Rensa — börja en ny konversation"
>
<Eraser className="h-4 w-4" />
Rensa
</button>
)}
<button
onClick={handleCollapse}
className="h-9 w-9 inline-flex items-center justify-center rounded-md text-muted-foreground hover:bg-secondary hover:text-foreground transition-colors"
aria-label="Minimera"
title="Minimera — behåll sessionen"
>
<PanelRightClose className="h-4 w-4" />
</button>
<button
onClick={onClose}
className="h-9 w-9 inline-flex items-center justify-center rounded-md text-muted-foreground hover:bg-secondary hover:text-foreground transition-colors"
aria-label="Stäng"
title="Avsluta sessionen"
>
<X className="h-4 w-4" />
</button>
</div>
</header>
)}
{isSandbox ? (
<SandboxAgentPreview agentName={agentName} />
) : view === 'list' ? (
<AgentSessionList
activeConversationId={activeConversationId}
onSelect={handleSelectConversation}
/>
) : loadingConversation ? (
<div className="flex flex-1 items-center justify-center gap-2 text-sm text-muted-foreground">
<Loader2 className="h-4 w-4 animate-spin" /> Öppnar konversation
</div>
) : loadError ? (
<div className="flex flex-1 flex-col items-center justify-center gap-3 p-6 text-center text-sm">
<p className="text-destructive">{loadError}</p>
<button
onClick={() => setView('list')}
className="text-xs font-medium text-foreground hover:underline"
>
Tillbaka till konversationer
</button>
</div>
) : loaded ? (
<AgentChat
key={loaded.id}
intentId={loaded.intentId}
contextRef={loaded.contextRef ?? undefined}
initialConversationId={loaded.id}
initialMessages={loaded.messages}
onConversationIdChange={(id) => setConversationId(id)}
/>
) : (
<AgentChat
intentId={intentId}
intentArgs={intentArgs}
contextRef={contextRef}
seedUserMessage={seedUserMessage}
onConversationIdChange={(id) => setConversationId(id)}
/>
)}
</div>
)
}
function intentToTitle(intentId: string, agentName: string | null): string {
switch (intentId) {
case 'general.help':
return agentName ? `Fråga ${agentName}` : 'Fråga din assistent'
case 'transaction.categorization':
return 'Hjälp med transaktion'
case 'verifikation.draft':
return 'Hjälp med verifikation'
case 'invoice.draft':
return 'Hjälp med faktura'
case 'supplier_invoice.review':
return 'Granska leverantörsfaktura'
default:
return agentName ? `Fråga ${agentName}` : 'Fråga din assistent'
}
}