Files
accounted/lib/agent/ask/snapshot.ts
T
0bd3c27fba fix(assistant): the salary fact follows the ledger, never the column default (#2290)
* fix(assistant): the salary fact follows the ledger, never the column default

The in-app assistant told a payroll-running aktiebolag in every answer that
it "betalar inte löner" (support case 2026-09-04). company_settings.
pays_salaries is NOT NULL DEFAULT false and only the Skatt settings form
writes it, so for every company that never opened that form the flag reads
false whatever the ledger says, and lib/agent/ask/snapshot.ts asserted that
default as a fact.

- Trigger salary_runs_booked_marks_employer (20260904191000): a booked
  salary run sets pays_salaries = true and fills a never-attested
  employer_registered, at the one place every writer (dashboard, MCP, v1,
  seeders) passes through. Backfill for the 12 companies on prod already
  booking payroll with the flag at its default (8 of them also lacked the
  employer flag, and with it their AGI deadline reminders). An explicit
  employer_registered = false stays the user's answer.
- The assistant snapshot applies the composer's employee-facts doctrine:
  positive evidence (active employees, the flag, an attested employer
  registration) yields the fact, only an attested negative yields the
  negative, the default yields nothing. It also names Inställningar >
  Skatt / > Bokföring so the model can point at the page.
- The composer's KÄNDA FAKTA no longer prints "Betalar ut lön: nej" from
  the same default.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01S62AGZwsMoBc8x8obBDVqE

* fix(migration): NOT EXISTS instead of NOT IN for the reset-source exclusion

A NULL source_company_id in the subquery would make NOT IN never true and
silently skip the whole backfill.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01S62AGZwsMoBc8x8obBDVqE

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-09-05 09:49:21 +02:00

123 lines
4.5 KiB
TypeScript

import type { SupabaseClient } from '@supabase/supabase-js'
import { getDeadlinesNeedingAttention } from '@/lib/deadlines/status-engine'
import {
loadActiveEmployeeCount,
resolveEmployeeFacts,
type EmployeeVerdict,
} from '@/lib/agent/composer/employee-facts'
/**
* A compact, always-on grounding block for the single-call assistant.
*
* This is the reliability backstop for the "MCP tools + snapshot" design: it
* lets a model that does NOT call tools (a weaker local model, or one whose
* function-calling is off) still answer the standing-status questions from
* this block alone. It carries the company's standing profile and the
* deadlines that need attention: it deliberately does NOT carry figures
* (result, expenses, VAT amounts, transactions), which come from the read
* tools so they are always live and never stale in a prompt.
*
* Company-scoped: reads only this company's own rows. Every part is
* best-effort: a slow or failing query drops that line, never the answer.
*/
function accountingMethodLabel(method: string | null | undefined): string | null {
if (!method) return null
const m = method.toLowerCase()
if (m.includes('cash') || m.includes('kontant')) return 'kontantmetod'
if (m.includes('accrual') || m.includes('faktura')) return 'fakturametod'
return method
}
/**
* The salary part of the status line, or null when nothing is known.
*
* company_settings.pays_salaries is NOT NULL DEFAULT false and its only
* writer is the Skatt settings form, so `false` is what every company that
* never opened that form reads, whatever its ledger says. Stating "betalar
* inte löner" from that default told a payroll-running aktiebolag in every
* answer that it had no salaries (support case 2026-09-04). The same doctrine
* as the composer (lib/agent/composer/employee-facts.ts): positive evidence
* (active employees, the flag, an attested employer registration) yields the
* fact, only an attested negative yields the negative, and the default
* yields nothing.
*/
function salaryPart(verdict: EmployeeVerdict): string | null {
switch (verdict.kind) {
case 'count':
return `betalar löner (${verdict.count} ${verdict.count === 1 ? 'anställd' : 'anställda'})`
case 'employer':
return verdict.isEmployer ? 'betalar löner' : 'betalar inte löner'
default:
return null
}
}
export async function buildAssistantSnapshot(
supabase: SupabaseClient,
companyId: string,
): Promise<string> {
const lines: string[] = []
try {
const [{ data }, activeEmployees] = await Promise.all([
supabase
.from('company_settings')
.select('vat_registered, moms_period, accounting_method, pays_salaries, employer_registered')
.eq('company_id', companyId)
.maybeSingle(),
loadActiveEmployeeCount(supabase, companyId),
])
const row = data as {
vat_registered?: boolean | null
moms_period?: string | null
accounting_method?: string | null
pays_salaries?: boolean | null
employer_registered?: boolean | null
} | null
if (row) {
const parts: string[] = []
parts.push(
row.vat_registered
? `momsregistrerad${row.moms_period ? ` (momsperiod: ${row.moms_period})` : ''}`
: 'ej momsregistrerad',
)
const method = accountingMethodLabel(row.accounting_method)
if (method) parts.push(`bokföringsmetod: ${method}`)
const salary = salaryPart(
resolveEmployeeFacts({
activeEmployees,
ticEmployeeRange: null,
employerRegistered: row.employer_registered ?? null,
paysSalaries: row.pays_salaries ?? null,
}),
)
if (salary) parts.push(salary)
lines.push(`Status: ${parts.join(', ')}.`)
// So the model can point the user at the right page instead of
// "inställningarna" in general when a value here is wrong.
lines.push(
'Grunduppgifterna ovan ändras under Inställningar > Skatt (moms, löner) och Inställningar > Bokföring (bokföringsmetod).',
)
}
} catch {
// best-effort: skip the status line
}
try {
const { overdue, actionNeeded } = await getDeadlinesNeedingAttention(supabase, companyId)
const soon = [...overdue, ...actionNeeded].slice(0, 6)
if (soon.length > 0) {
lines.push(
`Deadlines som behöver åtgärd: ${soon
.map((d) => `${d.title} (${d.due_date})`)
.join('; ')}.`,
)
}
} catch {
// best-effort: skip the deadlines line
}
return lines.join('\n')
}