Files
accounted/components/agent/AgentSheetProvider.tsx
T
MattssonandClaude Opus 4.8 f63d3e3100 Bug/open banking flow (#854)
* fix(enable-banking): pin Mobile BankID (decoupled) auth_method so Handelsbanken corporate connects

We never sent auth_method to Enable Banking, so it fell back to the ASPSP's
visible default — REDIRECT for Handelsbanken. For Handelsbanken *corporate*
PSUs the redirect flow does not support Mobile BankID, so authorization failed
right after the user approved in the BankID app. Mobile BankID at Handelsbanken
is a DECOUPLED method flagged hidden_method=true, which Enable Banking only uses
when requested explicitly.

Resolve the bank's preferred auth method before /auth: query the ASPSP's
auth_methods and pick the DECOUPLED (Mobile BankID) method when present,
otherwise leave auth_method unset so banks that already work are untouched.
The method name is read dynamically per psu_type, so it is robust across
sandbox/production naming.

- api-client: add approach/hidden_method to AuthMethod, fix ASPSP.auth_methods
  field name (was available_auth_methods, never populated), add
  getPreferredAuthMethod(), thread optional authMethod through startAuthorization
- index: resolve authMethod in /connect and pass it on both fresh + reconnect
- tests: cover method selection and request-body shaping

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* refactor(invoice-inbox): clean up bulk-selection toolbar UI

Redesign the selection toolbar shown when inbox items are checked:
one solid primary "Bokför valda" button with outlined secondary
actions ("Fråga assistenten", "Ta bort") and a plain selection
count. Removes the redundant "Avmarkera" button (users uncheck the
still-visible box), fixes label clipping, and gives the toolbar more
breathing room.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* chore(entitlements): bypass paywall in local development

Add isPaywallBypassed() so all gated capabilities are testable locally
without a subscription. Fires only on NODE_ENV=development (npm run dev)
or an explicit DISABLE_PAYWALL=true escape hatch — production builds run
under NODE_ENV=production and the entitlement suite runs under 'test',
so both keep exercising the real gate.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(tic): resolve enskild firma bolagsuppgifter via 12-digit personnummer

TIC's Lens search is fuzzy and only resolves an enskild firma from the 12-digit (century-prefixed) personnummer; a 10-digit form fuzzy-matched an unrelated entity. Expand personnummer to 12 digits before querying and reject hits whose registration number is unrelated to the request. Add a "Hämta" action to the settings Bolagsuppgifter panel to (re)fetch on demand.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(transactions): implement categorize core for bank transaction categorization

- Added `categorize-core.ts` to handle categorization of bank transactions, supporting single and bulk operations.
- Introduced `categorizeMatchedTransaction` and `bulkBookMatchedInboxItems` functions for transaction processing.
- Implemented fiscal period validation and duplicate booking detection.
- Enhanced logging and error handling for transaction categorization.

feat(scripts): add diagnostic script for Handelsbanken ASPSP metadata

- Created `check-handelsbanken-aspsp.mjs` to fetch and display available authentication methods for Handelsbanken.
- Outputs metadata for business and personal PSU types, including default authentication methods.

fix(migrations): increase statement timeout for SIE bulk delete operations

- Updated `20260629160000_sie_bulk_delete_statement_timeout.sql` to set a longer statement timeout for bulk delete RPCs to prevent cancellations during large imports.

feat(migrations): add bulk book inbox items to pending operations

- Expanded `pending_operations` table to include `bulk_book_inbox_items` operation type in `20260630120000_pending_operations_add_bulk_book_inbox_items.sql`.
- Supports bulk booking of matched inbox items against bank transactions.

test(pg): add tests for replace_period_opening_balance_link RPC

- Implemented tests in `replace-period-opening-balance-link.pg.test.ts` to validate the functionality of the opening-balance correction flow.
- Ensured immutability of opening balance links and proper handling of posted vs. non-posted entries.

* fix(sie-export): update journal entries and lines handling in SIE export tests

* fix(migrations): resolve version collision on 20260629160000

The SIE bulk-delete statement_timeout migration shared version
20260629160000 with journal_entries_list_series_filter (merged from
main via #798/#823), causing a schema_migrations_pkey duplicate key
error on apply. Rename the branch's migration to 20260629160100.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(compliance): resolve compliance-swarm + review findings

- opening-balance/correct: compensating rollback for the non-atomic
  storno+rebook so a mid-sequence failure never leaves two posted OB
  entries (ASVS V2.3); durable audit event on every failure path
  (V16); reference the original verifikationsnummer in the corrected
  entry per BFL 5 kap 5§; document that requireWrite already enforces
  write-role + membership (V8.2.1 was a false positive)
- reports sources routes: validate the cursor date component as ISO
  (/^\d{4}-\d{2}-\d{2}$/) before use, 400 on malformed (ASVS V1.2),
  applied to both the VAT-declaration and trial-balance routes
- AgentSessionList: await the rename PATCH, revert the optimistic
  title and toast on failure (ASVS V4.5)
- bank booking: exclude same-batch siblings from the booking-time
  duplicate guard so bulk-booking distinct same-(date,amount)
  transactions no longer false-positives; pre-existing duplicate
  detection is preserved
- BulkBookInboxDialog: drop the unsafe currency-based reverse_charge
  default, add an omvänd skattskyldighet advisory, and type VAT
  options to the backend VatTreatment union
- OpeningBalanceRowEditor: hold onChange in a ref (synced in effect,
  not during render) so an unstable callback can't cause a render loop

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-01 18:13:00 +02:00

150 lines
5.3 KiB
TypeScript

'use client'
import { createContext, useCallback, useContext, useMemo, useState } from 'react'
import AgentSheet from './AgentSheet'
export interface AgentIdentity {
displayName: string | null
avatarId: string | null
// True only after the user has completed Phase B verification in
// /onboarding/agent. Consumers (AgentTrigger, page-level Sparkle
// buttons) should hide themselves when this is false so the FAB
// doesn't pop up before the agent build flow has run.
isVerified: boolean
}
// Provider exposes a single imperative function: openAgentSheet({...}). Any
// client component (top-nav button, transaction row "Fråga om" button, etc.)
// calls it to bring the sheet up with a specific intent + capture args.
//
// The sheet itself manages its own message list, streaming state, and
// dismissal. The provider just owns "what is open" and re-opens or replaces
// the panel when called again.
export interface OpenAgentSheetArgs {
intentId: string
// Intent-specific args passed to the server's intent.capture() — e.g.
// { transaction_id: '...' } for transaction.categorization.
intentArgs?: Record<string, unknown>
// Optional ref persisted on agent_conversations.context_ref so the UI can
// surface a back-pointer ("om transaktion 12 mar / 1 240 kr") later.
contextRef?: string
// Pre-populated first user message. When set, the chat skips the intent's
// promptTemplate and sends this verbatim instead. Used by /chat empty-state
// suggestion chips to give the user a one-click starting prompt.
seedUserMessage?: string
}
interface AgentSheetContextValue {
openAgentSheet: (args: OpenAgentSheetArgs) => void
closeAgentSheet: () => void
// Collapse hides the sheet WITHOUT unmounting it, so the in-memory
// conversation (messages, streaming, pending approval cards) survives — the
// floating trigger re-expands the same session. Distinct from close, which
// ends the session entirely.
collapseAgentSheet: () => void
expandAgentSheet: () => void
// Discard the current thread and start a fresh conversation on the same
// intent (the header "Ny konversation" control). Implemented by remounting
// the sheet via a nonce in its key.
restartAgentSheet: () => void
// True while a session exists (open or collapsed).
isOpen: boolean
// True while a session exists but is minimized off-screen.
collapsed: boolean
// Agent name + avatar — set once from the server-loaded agent_profile
// and exposed through context so the trigger / chat headers can render
// them without their own fetches. Null when the user hasn't verified a
// profile yet (free tier or pre-onboarding).
identity: AgentIdentity
}
const AgentSheetContext = createContext<AgentSheetContextValue | null>(null)
interface AgentSheetProviderProps {
children: React.ReactNode
identity?: AgentIdentity
}
export function AgentSheetProvider({ children, identity }: AgentSheetProviderProps) {
const [activeArgs, setActiveArgs] = useState<OpenAgentSheetArgs | null>(null)
// Collapsed = session alive but hidden. Kept separate from activeArgs so
// collapsing never unmounts AgentChat (which would wipe the conversation).
const [collapsed, setCollapsed] = useState(false)
// Bumped by restartAgentSheet to force a fresh AgentChat mount (a new thread)
// on the same intent, without closing the sheet.
const [restartNonce, setRestartNonce] = useState(0)
const openAgentSheet = useCallback((args: OpenAgentSheetArgs) => {
setActiveArgs(args)
setCollapsed(false)
}, [])
const closeAgentSheet = useCallback(() => {
setActiveArgs(null)
setCollapsed(false)
}, [])
const collapseAgentSheet = useCallback(() => setCollapsed(true), [])
const expandAgentSheet = useCallback(() => setCollapsed(false), [])
const restartAgentSheet = useCallback(() => {
setRestartNonce((n) => n + 1)
setCollapsed(false)
}, [])
const resolvedIdentity = useMemo<AgentIdentity>(
() => identity ?? { displayName: null, avatarId: null, isVerified: false },
[identity],
)
const value = useMemo<AgentSheetContextValue>(
() => ({
openAgentSheet,
closeAgentSheet,
collapseAgentSheet,
expandAgentSheet,
restartAgentSheet,
isOpen: activeArgs !== null,
collapsed,
identity: resolvedIdentity,
}),
[
openAgentSheet,
closeAgentSheet,
collapseAgentSheet,
expandAgentSheet,
restartAgentSheet,
activeArgs,
collapsed,
resolvedIdentity,
],
)
return (
<AgentSheetContext.Provider value={value}>
{children}
{activeArgs && (
<AgentSheet
key={`${activeArgs.intentId}:${activeArgs.contextRef ?? ''}:${activeArgs.seedUserMessage ?? ''}:${restartNonce}`}
intentId={activeArgs.intentId}
intentArgs={activeArgs.intentArgs}
contextRef={activeArgs.contextRef}
seedUserMessage={activeArgs.seedUserMessage}
collapsed={collapsed}
onCollapse={collapseAgentSheet}
onRestart={restartAgentSheet}
onClose={closeAgentSheet}
/>
)}
</AgentSheetContext.Provider>
)
}
export function useAgentSheet(): AgentSheetContextValue {
const ctx = useContext(AgentSheetContext)
if (!ctx) {
throw new Error('useAgentSheet must be used inside <AgentSheetProvider>')
}
return ctx
}