Files
accounted/components/settings/AgentAutoCommitSettings.tsx
T
Mattsson bb855d2ddc Add/ai native supp (#385)
* feat(branding): implement dynamic branding in service worker and reports

* feat(auth): enhance API key scopes and add bookkeeping write scope

- Updated transaction write scope description to include additional tools.
- Enhanced reports read scope description to reflect new functionality.
- Introduced bookkeeping write scope with relevant description.
- Updated SCOPE_GROUPS to include bookkeeping domain.
- Modified TOOL_SCOPE_MAP to include new bookkeeping operations.
- Updated validateApiKey function to return api_key_id and api_key_name for better actor attribution.

feat(tests): add unit tests for MCP resource registry

- Created tests for data resources to ensure all required fields are present.
- Added tests for resource query parsing and retrieval.

feat(resources): implement MCP resources for company and accounting data

- Added capabilities resource to expose API key capabilities based on granted scopes.
- Implemented chart of accounts resource to retrieve active BAS chart.
- Created company current resource to fetch active company details.
- Developed active fiscal period resource to check posting eligibility.
- Implemented recent activity resource to fetch latest journal entries, invoices, and transactions.
- Added VAT treatments resource to provide available VAT rates per customer type.

feat(pending-operations): introduce risk tiers for operations

- Added risk level classification for pending operations to determine auto-commit eligibility.
- Implemented functions to classify operation risk levels and identify high-risk operations.

feat(migrations): add actor model and risk tier to pending operations

- Updated pending_operations table to include actor type and risk level columns.
- Enhanced audit_log to mirror actor information for compliance.
- Modified validate_and_increment_api_key function to return actor details.
- Expanded operation types in pending_operations to include new high-risk operations.

* feat: add auto-commit functionality for low-risk pending operations

- Implemented shouldAutoCommit function to determine eligibility for auto-commit based on operation type, actor type, and company settings.
- Created commitPendingOperation function to handle execution of pending operations with consistent status updates.
- Added tests for shouldAutoCommit to cover various scenarios including high-risk operations, user actors, company opt-in status, and monetary thresholds.
- Introduced new columns in company_settings for agent_auto_commit_enabled and agent_auto_commit_max_amount to allow companies to opt-in for auto-commit functionality.
- Added SQL migration to update the database schema for new auto-commit settings.

* feat(idempotency): implement idempotency key handling for safe retries and cleanup

* feat: expand API key scopes and pending operations for bookkeeping

- Added 'suppliers:write' scope to API key scopes for supplier invoice management.
- Updated SCOPE_GROUPS to include the new 'suppliers:write' scope.
- Introduced new pending operation types for bookkeeping: close_period, lock_period, run_year_end, set_opening_balances, run_currency_revaluation, explain_voucher_gap, uncategorize_transaction, approve_supplier_invoice, credit_supplier_invoice, and convert_invoice.
- Implemented corresponding commit functions for the new operations in the pending operations module.
- Enhanced PendingOperation type to include actor model and risk level attributes.
- Added tests for new functionality, ensuring proper behavior and constraints in the database.

* feat: implement unlockPeriod functionality and related tests

* feat: add agent auto-commit settings and related functionality

* feat: add attention resource with comprehensive summary of outstanding tasks

* feat: enhance pending operations with 'committing' status and immutability checks, improve idempotency handling, and add original voucher reference for credit notes
2026-05-04 11:12:29 +02:00

143 lines
4.8 KiB
TypeScript

'use client'
import { useState, useEffect } from 'react'
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card'
import { Switch } from '@/components/ui/switch'
import { Input } from '@/components/ui/input'
import { Label } from '@/components/ui/label'
import { Button } from '@/components/ui/button'
import { useToast } from '@/components/ui/use-toast'
import { Loader2, Sparkles } from 'lucide-react'
export function AgentAutoCommitSettings() {
const { toast } = useToast()
const [enabled, setEnabled] = useState(false)
const [maxAmount, setMaxAmount] = useState<string>('')
const [loading, setLoading] = useState(true)
const [saving, setSaving] = useState(false)
useEffect(() => {
let cancelled = false
fetch('/api/settings')
.then((r) => r.json())
.then((body) => {
if (cancelled) return
const data = body?.data ?? {}
setEnabled(Boolean(data.agent_auto_commit_enabled))
setMaxAmount(
data.agent_auto_commit_max_amount != null
? String(data.agent_auto_commit_max_amount)
: ''
)
setLoading(false)
})
.catch(() => {
if (!cancelled) setLoading(false)
})
return () => {
cancelled = true
}
}, [])
async function save() {
setSaving(true)
const parsedMax = maxAmount.trim() === '' ? null : Number(maxAmount)
if (parsedMax !== null && (Number.isNaN(parsedMax) || parsedMax < 0)) {
toast({ title: 'Ogiltigt belopp', description: 'Ange ett positivt tal eller lämna fältet tomt.', variant: 'destructive' })
setSaving(false)
return
}
const res = await fetch('/api/settings', {
method: 'PUT',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({
agent_auto_commit_enabled: enabled,
agent_auto_commit_max_amount: parsedMax,
}),
})
setSaving(false)
if (!res.ok) {
const body = await res.json().catch(() => ({}))
toast({
title: 'Kunde inte spara',
description: body?.error ?? 'Försök igen.',
variant: 'destructive',
})
return
}
toast({ title: 'Sparat', description: 'Inställningar för auto-godkännande uppdaterade.' })
}
return (
<Card>
<CardHeader>
<CardTitle className="flex items-center gap-2">
<Sparkles className="h-4 w-4" />
Auto-godkännande för agenter
</CardTitle>
<CardDescription>
När detta är aktivt får betrodda agenter (API-nycklar och Claude Desktop via OAuth)
köra åtgärder med låg risk utan din godkännande. Hög-risk-åtgärder (periodlåsning,
bokslut, fakturautskick m.m.) kräver alltid manuell granskning oavsett inställning.
</CardDescription>
</CardHeader>
<CardContent className="space-y-6">
{loading ? (
<div className="flex items-center gap-2 text-sm text-muted-foreground">
<Loader2 className="h-4 w-4 animate-spin" /> Laddar
</div>
) : (
<>
<div className="flex items-start gap-3">
<Switch
id="agent_auto_commit_enabled"
checked={enabled}
onCheckedChange={setEnabled}
/>
<div className="space-y-1">
<Label htmlFor="agent_auto_commit_enabled">Aktivera auto-godkännande</Label>
<p className="text-xs text-muted-foreground max-w-prose">
Endast åtgärder klassificerade som <em>låg risk</em> (t.ex. skapa kund) körs
automatiskt. Hög-risk är alltid stoppad och hamnar i kön för granskning.
</p>
</div>
</div>
<div className="space-y-2 max-w-xs">
<Label htmlFor="agent_auto_commit_max_amount">
Maxbelopp per åtgärd (SEK)
</Label>
<Input
id="agent_auto_commit_max_amount"
type="number"
inputMode="decimal"
min={0}
step={1}
placeholder="Ingen gräns"
value={maxAmount}
onChange={(e) => setMaxAmount(e.target.value)}
disabled={!enabled}
/>
<p className="text-xs text-muted-foreground">
Lämna tomt för ingen gräns. Åtgärder över beloppet faller tillbaka till manuell
granskning.
</p>
</div>
<div className="pt-2">
<Button onClick={save} disabled={saving}>
{saving ? <Loader2 className="h-4 w-4 animate-spin mr-2" /> : null}
Spara
</Button>
</div>
</>
)}
</CardContent>
</Card>
)
}