The auto-booking cascade end to end (retrieval → selector), minus the write.
- lib/agent/categorize/candidates.ts (Tier 1): assembles the deterministic
candidate slate for a transaction — the learned counterparty template
(strongest, carries its own VAT) plus mapping rules / patterns / per-merchant
history via the same engine gnubok_suggest_categories uses. No model call.
Deduped by account (highest confidence wins), capped; suggestions get the
category's default VAT treatment derived.
- POST /api/agent/categorize: loads the transaction + company VAT context,
runs Tier 1 → Tier 2 selectAccount, returns the proposed account + VAT +
confidence + reasoning + the candidate slate. Never posts anything — the
caller renders an approval card. Gated on configured (any provider incl.
local), same gates as /api/agent/ask.
12 tests: candidate merge/dedupe/VAT-derivation, and the route (401/429/400/
403/404/503 + happy path threading entity type, VAT, underlag, samples).
Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
Jakob Wennberg
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