The highest-leverage quality lever for real users. A prod read showed the majority are cold-start (365 companies, 32.7k unbooked transactions, median 0 counterparty templates), so the LLM selector carries them — and it was only seeing the bank line (merchant + amount), never the receipt. - lib/agent/categorize/underlag.ts: gathers the matched receipt/invoice text for a transaction (receipts.matched_transaction_id + invoice_inbox_items .matched_transaction_id + the transaction's own attached document) and renders it as bounded Swedish text — supplier, date, total, moms, line items. Same sources the categorization intent reads, as a string not a tool loop. Core queries the tables directly (no @/extensions import). Best-effort: '' on any failure. - POST /api/agent/categorize gathers it server-side when the caller didn't supply `underlag`, so the model reasons over the actual supplier + line items. Server-side only, no client change. 31 categorize tests green; lint + guards + scoped typecheck clean. Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
128 lines
5.2 KiB
TypeScript
128 lines
5.2 KiB
TypeScript
import { NextResponse } from 'next/server'
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import { z } from 'zod'
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import { requireAuth } from '@/lib/auth/require-auth'
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import { getActiveCompanyId } from '@/lib/company/context'
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import { checkAgentRateLimit, agentRateLimitResponseBody } from '@/lib/rate-limits/agent'
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import { guardSandbox } from '@/lib/sandbox/guard'
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import { requireCapability } from '@/lib/entitlements/has-capability'
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import { CAPABILITY } from '@/lib/entitlements/keys'
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import { getAiStatus } from '@/lib/ai'
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import { gatherCandidates } from '@/lib/agent/categorize/candidates'
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import { gatherUnderlag } from '@/lib/agent/categorize/underlag'
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import { selectAccount } from '@/lib/agent/categorize/select-account'
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import { getErrorMessage as getUserErrorMessage } from '@/lib/errors/get-error-message'
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import type { EntityType, Transaction } from '@/types'
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/**
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* POST /api/agent/categorize: a provider-agnostic booking proposal for one
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* transaction — the auto-booking cascade end to end (Tier 1 retrieval → Tier 2
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* selector), minus the write.
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*
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* It gathers the deterministic candidate accounts (counterparty templates,
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* rules, history) with NO model call, then has the model SELECT among them
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* (self-consistency sampled), and returns the proposed account + VAT +
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* confidence + reasoning + the candidate slate. It never posts anything: the
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* caller (the transaction row) renders the proposal as an approval card.
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*
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* Runs on any configured backend (Bedrock or a local model), so it is gated on
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* `configured`, not `assistantAvailable` — same as /api/agent/ask.
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*/
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const Schema = z.object({
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transaction_id: z.string().uuid(),
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company_id: z.string().uuid().optional(),
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/** Extracted receipt/invoice text, if the caller already has it. */
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underlag: z.string().max(24_000).optional(),
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/** Self-consistency samples (default 3). */
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samples: z.number().int().min(1).max(5).optional(),
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})
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export async function POST(request: Request): Promise<Response> {
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const { user, supabase, error } = await requireAuth()
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if (error) return error
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const rate = await checkAgentRateLimit(supabase, user.id)
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if (!rate.ok) return NextResponse.json(agentRateLimitResponseBody(rate), { status: 429 })
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let body: unknown
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try {
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body = await request.json()
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} catch {
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return NextResponse.json({ error: 'Invalid JSON' }, { status: 400 })
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}
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const parsed = Schema.safeParse(body)
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if (!parsed.success) {
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return NextResponse.json({ error: 'Ogiltig förfrågan.', type: 'validation_error' }, { status: 400 })
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}
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const companyId = parsed.data.company_id ?? (await getActiveCompanyId(supabase, user.id))
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if (!companyId) return NextResponse.json({ error: 'No active company' }, { status: 400 })
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const { data: membership } = await supabase
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.from('company_members')
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.select('user_id')
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.eq('company_id', companyId)
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.eq('user_id', user.id)
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.maybeSingle()
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if (!membership) return NextResponse.json({ error: 'Forbidden' }, { status: 403 })
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const blocked = await guardSandbox(supabase, companyId)
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if (blocked) return blocked
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const capBlocked = await requireCapability(supabase, companyId, CAPABILITY.ai)
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if (capBlocked) return capBlocked
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if (!getAiStatus().configured) {
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return NextResponse.json(
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{ error: 'Assistenten är inte konfigurerad på den här installationen.', code: 'ai_unconfigured' },
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{ status: 503 },
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)
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}
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const { data: tx } = await supabase
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.from('transactions')
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.select('id, merchant_name, description, original_description, amount, date, currency, category, is_business, document_id')
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.eq('id', parsed.data.transaction_id)
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.eq('company_id', companyId)
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.maybeSingle()
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if (!tx) return NextResponse.json({ error: 'Transaktionen hittades inte.' }, { status: 404 })
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const [{ data: company }, { data: settings }] = await Promise.all([
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supabase.from('companies').select('entity_type').eq('id', companyId).maybeSingle(),
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supabase.from('company_settings').select('vat_registered').eq('company_id', companyId).maybeSingle(),
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])
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try {
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// Gather the matched receipt/invoice text when the caller didn't supply it:
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// this is what lifts the cold-start case — the model reads the actual
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// supplier + line items, not just the bank line. Best-effort; '' if none.
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const underlag =
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parsed.data.underlag ??
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(await gatherUnderlag(
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supabase,
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companyId,
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(tx as Transaction).id,
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(tx as { document_id?: string | null }).document_id,
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))
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const candidates = await gatherCandidates(supabase, companyId, tx as Transaction)
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const selection = await selectAccount({
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transaction: {
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merchantName: (tx as Transaction).merchant_name,
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description: (tx as Transaction).description,
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amount: (tx as Transaction).amount,
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date: (tx as Transaction).date,
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currency: (tx as Transaction).currency,
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},
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underlag,
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candidates,
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entityType: ((company?.entity_type as EntityType | undefined) ?? 'enskild_firma'),
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vatRegistered: settings?.vat_registered ?? false,
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samples: parsed.data.samples,
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})
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return NextResponse.json({ data: { ...selection, candidates } })
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} catch (err) {
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return NextResponse.json({ error: getUserErrorMessage(err) }, { status: 500 })
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}
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}
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