* Refactor bookkeeping error handling and introduce new error classes - Introduced new error classes for better error categorization: - JournalEntryNotBalancedError - FiscalPeriodNotFoundError - EntryDateOutsideFiscalPeriodError - JournalEntryNotFoundError - CannotReverseNonPostedError - CannotCorrectNonPostedError - EntryAlreadyReversedError - CurrencyRevaluationAlreadyExistsError - InvalidMappingResultError - BookkeepingDatabaseError - Updated existing functions in engine.ts and transaction-entries.ts to throw specific errors instead of generic ones. - Enhanced error response handling in get-error-message.ts to provide localized messages for new error types. - Added unit tests for new error classes and error handling functions to ensure correctness and coverage. * feat(ai): implement AI proposal application and persistence - Add apply.ts to handle the application of AI proposals, including match and booking steps. - Introduce persist.ts for inserting and managing AI requests and proposals, ensuring unique constraints. - Create re-validate.ts for validating proposals before acceptance, checking for stale conditions. - Define database migrations for ai_requests and ai_proposals tables, including constraints and indexes. - Enhance journal_entries with AI provenance tracking, linking entries to AI proposals. - Update categorization_templates to distinguish AI-corrected templates. - Add company settings for toggling AI flow and managing backfill processes. - Extend processing_history to include AI-related events for better tracking. * feat: add uncategorized transactions API and UI for transaction selection - Implemented a new API endpoint for fetching uncategorized transactions with pagination and filtering options. - Created ChangeTransactionDialog component for selecting alternative transactions based on AI proposals. - Developed ReceiptDetailDialog to display detailed information about receipts, including upload functionality. - Added TransactionDetailDialog for viewing transaction details with links to the transaction list. - Introduced receipt quality assessment logic to evaluate extracted receipt data. - Implemented feature flagging for the AI bookkeeping agent to control availability in different environments. * feat: add manual receipt extraction dialog and integrate AWS Textract for expense analysis - Added ManualExtractDialog component for user input when AI fails to extract receipt data. - Implemented ReceiptsList component to manage and display uploaded receipts, including upload and rescan functionalities. - Introduced Textract integration for analyzing expenses, extracting fields like total, vendor, and date. - Updated package.json to include @aws-sdk/client-textract dependency. * fix(ai): handle livsmedel VAT transition (12% → 6%) in booking prompt and re-validate guard Add date-aware guidance to BOOKING_SYSTEM_PROMPT for the temporary livsmedel VAT cut (Prop. 2025/26:55, 2026-04-01 to 2027-12-31), with restaurang/servering carve-out at 12%. Add a re-validate safety net that rejects clearly-stale rate labels for grocery-chain merchants relative to the entry date. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
124 lines
3.2 KiB
TypeScript
124 lines
3.2 KiB
TypeScript
/**
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* AI Proposal Service Interface
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*
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* Core defines the contract. The `ai-agent` extension registers a real
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* implementation backed by Bedrock. Without the extension, the noop service
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* is used — every call returns `null` and the orchestrator degrades by
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* issuing a `needs_manual` ai_request so the user sees the item and knows
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* they need to process it manually.
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*
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* Mirrors the pattern in lib/email/service.ts.
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*/
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import type {
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InvoiceInboxItem,
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Transaction,
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MatchProposalPayload,
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BookingProposalPayload,
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AIRequestType,
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CategorizationTemplate,
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PickTransactionOption,
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} from '@/types'
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// Shared fields any LLM call returns for audit.
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export interface ProposalProvenance {
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model: string
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prompt_version: string
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input_tokens: number
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output_tokens: number
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}
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// When the AI produces a concrete suggestion.
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export interface MatchProposalResult {
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kind: 'proposal'
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proposal: MatchProposalPayload
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confidence: number
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reasoning: string
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provenance: ProposalProvenance
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}
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export interface BookingProposalResult {
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kind: 'proposal'
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proposal: BookingProposalPayload
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confidence: number
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reasoning: string
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provenance: ProposalProvenance
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}
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// When the AI would rather ask the user than guess.
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export interface AIRequestResult {
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kind: 'request'
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request: {
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request_type: AIRequestType
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message: string
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required_fields?: Record<string, unknown>
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options?: Record<string, unknown> | { candidates: PickTransactionOption[] }
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}
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provenance: Partial<ProposalProvenance>
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}
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// Context passed to each generator. Keeping the contract tight so extensions
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// can't accidentally see more than they need.
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export interface GenerateMatchContext {
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inboxItem: InvoiceInboxItem
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userId: string
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companyId: string
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}
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export interface GenerateBookingContext {
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inboxItem: InvoiceInboxItem
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matchedTransaction: Transaction
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existingTemplates: CategorizationTemplate[]
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entityType: 'enskild_firma' | 'aktiebolag'
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userId: string
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companyId: string
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}
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export interface AIProposalService {
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/** True when a real (non-noop) implementation is registered and ready. */
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isEnabled(): boolean
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/**
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* Propose which bank transaction matches an incoming receipt.
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* Returns null on service outage (orchestrator will issue needs_manual).
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*/
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generateMatchProposal(
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ctx: GenerateMatchContext
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): Promise<MatchProposalResult | AIRequestResult | null>
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/**
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* Propose how to book the matched transaction (accounts, VAT, lines).
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* Returns null on service outage (orchestrator will issue needs_manual).
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*/
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generateBookingProposal(
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ctx: GenerateBookingContext
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): Promise<BookingProposalResult | AIRequestResult | null>
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}
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class NoopAIProposalService implements AIProposalService {
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isEnabled(): boolean {
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return false
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}
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async generateMatchProposal(): Promise<null> {
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return null
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}
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async generateBookingProposal(): Promise<null> {
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return null
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}
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}
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let service: AIProposalService = new NoopAIProposalService()
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export function getAIProposalService(): AIProposalService {
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return service
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}
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export function registerAIProposalService(svc: AIProposalService): void {
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service = svc
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}
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/** Reset to noop — for tests only. */
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export function _resetAIProposalService(): void {
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service = new NoopAIProposalService()
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}
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