MattssonandClaude Opus 4.7
1af977950b
* 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>
42 lines
1.5 KiB
SQL
42 lines
1.5 KiB
SQL
-- Per-company toggle for the AI agent flow.
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--
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-- `ai_flow_enabled` is the master switch. When true:
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-- * newly-classified receipts generate AI proposals (via orchestrator);
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-- * the auto-book path in lib/transactions/ingest.ts is disabled — every
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-- uncategorized transaction becomes a review item instead of being
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-- silently posted at >=0.8 mapping-rule confidence;
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-- * the /agent-inbox page becomes available.
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--
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-- `ai_backfill_cancel_requested` is the kill switch for in-flight backfill
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-- loops. The backfill endpoint kicks off a fire-and-forget iteration over
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-- pending receipts; each iteration checks this flag between items so the
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-- loop can be stopped without a separate job queue.
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ALTER TABLE public.company_settings
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ADD COLUMN IF NOT EXISTS ai_flow_enabled boolean NOT NULL DEFAULT false;
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ALTER TABLE public.company_settings
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ALTER COLUMN ai_flow_enabled SET DEFAULT false;
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UPDATE public.company_settings
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SET ai_flow_enabled = false
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WHERE ai_flow_enabled IS NULL;
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ALTER TABLE public.company_settings
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ALTER COLUMN ai_flow_enabled SET NOT NULL;
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ALTER TABLE public.company_settings
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ADD COLUMN IF NOT EXISTS ai_backfill_cancel_requested boolean NOT NULL DEFAULT false;
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ALTER TABLE public.company_settings
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ALTER COLUMN ai_backfill_cancel_requested SET DEFAULT false;
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UPDATE public.company_settings
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SET ai_backfill_cancel_requested = false
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WHERE ai_backfill_cancel_requested IS NULL;
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ALTER TABLE public.company_settings
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ALTER COLUMN ai_backfill_cancel_requested SET NOT NULL;
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NOTIFY pgrst, 'reload schema';
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