Files
accounted/components/agent/AgentTrigger.tsx
T
Mattsson d840257c0c Add/stripe connect transactions (#1139)
* fix(mcp-oauth): allow ChatGPT connector callbacks and resume OAuth after login

Add chatgpt.com/connector/oauth/* (per-instance) and the legacy
chatgpt.com/connector_platform_oauth_redirect to the built-in OAuth
redirect allowlist so ChatGPT MCP connectors can register and authorize.

Fix the login page dropping the ?next= destination: an OAuth-initiated
visit that required login previously ended on the dashboard and the
connection flow silently died. Login now resumes to the sanitized next
path (hard navigation, since the consent page is route-handler HTML),
carries it through the MFA step-up as returnTo, and /mfa/verify
hard-navigates for /api/ destinations.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(transactions): dedup incoming feed rows against booked hand-entered twins

Users who bookkeep via MCP/chat first and connect their bank afterwards got
the same movement twice: the synced row's external_id lives in a different
namespace, the free-form manual title never text-bridges the bank's raw
string, and the cross-channel mirror deliberately excluded manual/mcp rows.

Extend the mirror with a booked-hand-entered track: an incoming feed row is
skipped when a BOOKED manual/mcp row shares its (date, ore) bucket count-
symmetrically. Gates beyond the feed-vs-feed mirror: stored row must be
booked (staged rows never consume an import), currencies must not contradict
(bucket key is date+ore only), the cash-account guard applies to the count
exactly as to consumption, and symmetry uses the Layer-1-unmatched incoming
count so an already-stored row cannot inflate it. Consumption stamps the
batch cash_account_id onto an account-unbound hand row, so one hand row can
never consume feed rows on other accounts in later syncs.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(bookkeeping): inline verifikat rattelse (strike lines + text/date edit)

Second sanctioned correction track under BFL 5 kap 5/9 pp, Fortnox-style:
strike lines inside a posted verifikat with replacements in the same
voucher, and correct description/entry_date without an andringsverifikat.
Envelope: posted entries, open unlocked periods, company lock date,
same-period date moves, structural/FX/doc-linked lines excluded, and a
reconciliation guard preserving per-account net on bank/reskontra sides of
externally linked entries. Every rattelse writes an immutable who/when row
(journal_entry_rattelse_log, WORM, archived as rakenskapsinformation) and
struck originals render struck-through in the verifikat; list rows and the
detail header carry a Rattad marker. CLAUDE.md hard rule 1 and the
swedish-accounting-compliance skill are amended to state the two-track
rule. Staging carries the DDL; prod gets it on merge.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat: live saldo in booking form, prior-year window comparison, hideable assistant FAB

- Manual journal entry: saldo column now shows before -> after computed
  from the typed debit/credit amounts (direction feedback while booking)
- Resultatrapport: a narrowed date range now compares against the same
  window shifted one year back (#862), merged across fiscal periods for
  brutet rakenskapsar; P&L rows report window activity instead of
  rolled-forward YTD closing
- Assistant FAB: per-user hide toggle (user_preferences.hide_assistant_fab,
  settings > assistant), sidebar entry unaffected; collapsed sessions keep
  their reopen handle

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(stripe): sync balance transactions as a bank feed on 1686

Import the connected Stripe balance into the transactions inbox, opt-in
per connection (transaction_sync_enabled on stripe_connections):

- Balance transactions map to feed rows with the two-row gross+fee split
  and frozen external_id formats (stripe_{acct}_{txn} / _fee), dated on
  created, bound to a provisioned "Stripe-saldo" cash account on 1686 so
  booking settles against the clearing account by construction.
- Double-booking protection: settled payment-link charges import
  pre-linked to their settlement entry; payout rows import pre-linked to
  the payout entry; processPayoutPaidEvent claims the payout's fee rows
  at booking time (linkPayoutFeedRows, idempotent from both directions).
- Cursor last_balance_txn_synced_at with 24h overlap; first run
  backfills 90 days floored at the day after the company lock date.
- Nightly cron /api/extensions/stripe/transactions/cron (03:30),
  transaction-sync toggle route, "Synka nu" covers both feeds, settings
  panel toggle with last-synced/backfill note, sv+en strings.
- Migration 20260723200000 (applied to staging).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(transactions): offer match-to-voucher on unbooked history rows

Unbooked transactions with is_business already set (e.g. left behind when
a voucher was removed without a full uncategorize) land in the history
list instead of the inbox, where the match-against-existing-voucher
action did not exist, leaving them with no path back to voucher
matching. Add the same menu item to the history list for unbooked rows.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(transactions): enhance ownership checks and error handling in journal entry routes

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-24 01:16:20 +02:00

118 lines
5.5 KiB
TypeScript

'use client'
import { useAgentSheet } from './AgentSheetProvider'
import { usePathname, useRouter } from 'next/navigation'
import AgentAvatar from './AgentAvatar'
import { routeToIntent } from '@/lib/agent/intents/route-mapping'
import { useCapability } from '@/contexts/CompanyContext'
import { CAPABILITY } from '@/lib/entitlements/keys'
// Floating trigger sits above the page bottom-right, opens the AgentSheet when
// clicked. Hidden when the sheet is already open so the icon doesn't double up.
//
// Route-aware: routeToIntent(pathname) picks the right intent + intentArgs so
// clicking the FAB on /invoices/abc-123 opens invoice.draft with that invoice
// id (rather than the page-agnostic general.help with just the URL). The
// label suffix renders "Fråga Anna om denna faktura" so the user can tell at
// a glance that the agent is going to know which entity they're on.
//
// Reads the agent's display_name + avatar_id from the AgentSheet context so
// the button reads "Fråga Anna" (with Anna's face) rather than the generic
// "Fråga min assistent".
//
// Page-specific triggers (e.g. "Granska med assistent" on a supplier invoice)
// still call useAgentSheet() directly from their own buttons because they
// know exactly which entity to pass. (Per-transaction help has its own
// row-level "Fråga [namn]" button in TransactionInboxCard, and the matching
// "Fråga assistenten" in Dokumentinkorgen: both passing a transaction_id the
// pathname-only FAB can't know.)
export default function AgentTrigger({ hidden = false }: { hidden?: boolean }) {
const { openAgentSheet, expandAgentSheet, isOpen, collapsed, identity } = useAgentSheet()
const pathname = usePathname()
const router = useRouter()
const hasAi = useCapability(CAPABILITY.ai)
// User opt-out (Inställningar → Assistenten): the sidebar entry stays, the
// floating button goes. A collapsed session keeps its reopen handle even
// when hidden: it's the only way back to a minimized conversation, and its
// existence implies the user is actively using the assistant right now.
if (hidden && !collapsed) return null
// Sheet open AND visible → hide the FAB so the icon doesn't double up. When
// the session is merely collapsed we KEEP the FAB: it's the handle that
// brings the minimized conversation back.
if (isOpen && !collapsed) return null
// The page-suppression rules below apply only to a FRESH open. A collapsed
// session always gets its reopen handle, regardless of page: otherwise a
// conversation minimized on /chat or /bookkeeping/[id] could never be
// brought back.
if (!collapsed) {
// The /chat surface IS the chat: a floating "Fråga …" pill on top of it
// is redundant and overlaps the input. Suppress while the user is here.
if (pathname?.startsWith('/chat')) return null
// The verifikation editor is a dense regulatory surface (debits/credits,
// BAS codes, period locks): a floating "Fråga … om denna verifikation"
// pill on top of it adds noise without earning its place. Suppress on
// /bookkeeping/[id] specifically; /bookkeeping (list), /bookkeeping/new,
// and /bookkeeping/year-end still get the FAB.
const segs = pathname?.split('/').filter(Boolean) ?? []
if (segs[0] === 'bookkeeping' && segs[1] && segs[1] !== 'year-end' && segs[1] !== 'new') {
return null
}
}
// Pre-onboarding: no agent_profile.verified_at yet. The FAB would lead
// into a generic chat with no specialization. Better to hide it until
// the user has finished /onboarding/agent. (A collapsed session implies the
// agent is already in use, so this only gates fresh opens in practice.)
if (!identity.isVerified) return null
const name = identity.displayName?.trim() || 'min assistent'
const dispatch = routeToIntent(pathname)
// AI assistant runs on a paid cloud service. Without the capability, opening
// the sheet would land the user in a chat whose send is dead. Keep the FAB
// visible (it's the conversion surface) but route it to billing instead.
const labelText = collapsed
? `Fortsätt med ${name}`
: !hasAi
? `Uppgradera för att använda ${name}`
: dispatch.labelSuffix
? `Fråga ${name} ${dispatch.labelSuffix}`
: `Fråga ${name}`
const handleClick = () => {
// Collapsed → bring the existing session back, don't start a new one.
if (collapsed) {
expandAgentSheet()
return
}
if (!hasAi) {
router.push('/settings/billing')
return
}
openAgentSheet({
intentId: dispatch.intentId,
intentArgs: dispatch.intentArgs,
contextRef: dispatch.contextRef,
})
}
return (
<button
onClick={handleClick}
// Mobile: sit above the bottom nav (h-16 = 64px) AND the iOS home
// indicator (env(safe-area-inset-bottom)). Desktop: standard 20px lift,
// no mobile nav to worry about.
className="fixed right-4 z-30 flex h-12 max-w-[calc(100vw-2rem)] items-center gap-2 rounded-full bg-foreground pl-2 pr-4 text-background shadow-lg hover:bg-foreground/90 transition-colors duration-150 focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring focus-visible:ring-offset-2 bottom-[calc(env(safe-area-inset-bottom,0px)+5rem)] md:bottom-4"
aria-label={labelText}
>
<AgentAvatar
avatarId={identity.avatarId}
size="sm"
className="ring-2 ring-background/20 shrink-0"
alt={name}
/>
<span className="text-sm font-medium truncate">{labelText}</span>
</button>
)
}