@powerhousedao/contributor-billing 0.1.22 → 0.1.23

package/dist/scripts/invoice/autoTagging.js

@@ -0,0 +1,341 @@
+/**
+ * Auto-tagging system for invoice line items
+ *
+ * Automatically assigns Xero expense account tags to line items during PDF processing.
+ * Uses a smart hybrid approach: rule-based matching (90% of cases) with Claude AI fallback.
+ *
+ * Integration: Called from pdfToClaudeAI.ts during PDF upload processing.
+ */
+// Xero expense account options from tagMapping.tsx
+const XERO_EXPENSE_ACCOUNTS = {
+    '2001': '2001 - Clearing Account',
+    '2222': '2222 - Request Finance IC account',
+    '3000': '3000 - Activities and Events',
+    '3001': '3001 - Meals',
+    '3002': '3002 - Airfare',
+    '3003': '3003 - Hotels',
+    '3004': '3004 - Transportation (Uber, Taxi etc)',
+    '3005': '3005 - Other travel cost',
+    '400': '400 - Advertising',
+    '4001': '4001 - Legal Fees Abroad',
+    '4002': '4002 - Legal Fees Switzerland',
+    '4003': '4003 - Finance Team Fees Abroad',
+    '4004': '4004 - Finance and Accounting Fees Switzerland',
+    '4005': '4005 - Software Development Team Fees',
+    '4006': '4006 - Research Team Fees',
+    '4007': '4007 - Marketing Team Fees',
+    '4008': '4008 - Health Care Fees',
+    '4009': '4009 - Contractor Fees',
+    '4010': '4010 - Insurance Fees Team',
+    '4011': '4011 - HR Fees',
+    '4012': '4012 - Team Bonus',
+    '4013': '4013 - Refferal Fees',
+    '416': '416 - Depreciation',
+    '425': '425 - Freight & Courier',
+    '437': '437 - Interest Expense',
+    '453': '453 - Office Expenses',
+    '469': '469 - Rent',
+    '485': '485 - Subscriptions',
+    '505': '505 - Income Tax Expense',
+    '701': '701 - Software/IT Subscriptions',
+    '702': '702 - Telephone and Internet Charges',
+    '8000': '8000 - Bank Fees',
+    '8001': '8001 - Gas Fees',
+    '8003': '8003 - Exchange Fees'
+};
+// Keyword-based mapping rules (highest confidence)
+const KEYWORD_RULES = [
+    // Software & Technology
+    {
+        patterns: ['github', 'gitlab', 'figma', 'slack', 'notion', 'vercel', 'netlify', 'aws', 'google cloud'],
+        account: '701',
+        confidence: 0.95,
+        reason: 'Known software platform'
+    },
+    {
+        patterns: ['software', 'saas', 'subscription', 'api', 'hosting', 'cloud'],
+        account: '701',
+        confidence: 0.85,
+        reason: 'Software/SaaS keywords'
+    },
+    {
+        patterns: ['subscription', 'monthly', 'annual'],
+        account: '485',
+        confidence: 0.8,
+        reason: 'General subscription'
+    },
+    // Travel & Transportation
+    {
+        patterns: ['airline', 'flight', 'airfare', 'airport'],
+        account: '3002',
+        confidence: 0.95,
+        reason: 'Air travel'
+    },
+    {
+        patterns: ['hotel', 'accommodation', 'lodging', 'booking.com', 'hotels.com'],
+        account: '3003',
+        confidence: 0.95,
+        reason: 'Hotel accommodation'
+    },
+    {
+        patterns: ['uber', 'lyft', 'taxi', 'rideshare', 'transport'],
+        account: '3004',
+        confidence: 0.9,
+        reason: 'Transportation services'
+    },
+    {
+        patterns: ['restaurant', 'meal', 'food', 'catering', 'lunch', 'dinner'],
+        account: '3001',
+        confidence: 0.85,
+        reason: 'Meals & entertainment'
+    },
+    {
+        patterns: ['travel', 'trip', 'conference'],
+        account: '3005',
+        confidence: 0.7,
+        reason: 'General travel'
+    },
+    // Professional Services
+    {
+        patterns: ['contractor', 'freelancer', 'consultant', 'consulting'],
+        account: '4009',
+        confidence: 0.9,
+        reason: 'Contractor services'
+    },
+    {
+        patterns: ['legal', 'attorney', 'law', 'lawyer'],
+        account: '4001',
+        confidence: 0.9,
+        reason: 'Legal services'
+    },
+    {
+        patterns: ['development', 'developer', 'programming', 'coding'],
+        account: '4005',
+        confidence: 0.85,
+        reason: 'Software development'
+    },
+    // Office & Operations
+    {
+        patterns: ['rent', 'lease', 'office space', 'coworking'],
+        account: '469',
+        confidence: 0.9,
+        reason: 'Rent/office space'
+    },
+    {
+        patterns: ['office', 'supplies', 'equipment', 'stationery'],
+        account: '453',
+        confidence: 0.8,
+        reason: 'Office expenses'
+    },
+    // Marketing & Advertising
+    {
+        patterns: ['advertising', 'marketing', 'promotion', 'campaign', 'ads'],
+        account: '400',
+        confidence: 0.85,
+        reason: 'Marketing/advertising'
+    },
+    // Fees & Financial
+    {
+        patterns: ['bank fee', 'transaction fee', 'processing fee'],
+        account: '8000',
+        confidence: 0.9,
+        reason: 'Bank fees'
+    },
+    {
+        patterns: ['gas fee', 'ethereum', 'blockchain'],
+        account: '8001',
+        confidence: 0.95,
+        reason: 'Blockchain gas fees'
+    }
+];
+// Vendor-specific mapping (very high confidence)
+const VENDOR_RULES = [
+    // Software platforms
+    { vendors: ['github.com', 'github'], account: '701', confidence: 0.98 },
+    { vendors: ['figma.com', 'figma'], account: '701', confidence: 0.98 },
+    { vendors: ['slack.com', 'slack'], account: '701', confidence: 0.98 },
+    { vendors: ['notion.so', 'notion'], account: '701', confidence: 0.98 },
+    { vendors: ['vercel.com', 'vercel'], account: '701', confidence: 0.98 },
+    { vendors: ['aws.amazon.com', 'amazon web services'], account: '701', confidence: 0.98 },
+    // Travel
+    { vendors: ['booking.com', 'expedia', 'hotels.com'], account: '3003', confidence: 0.98 },
+    { vendors: ['uber', 'lyft'], account: '3004', confidence: 0.98 },
+    { vendors: ['delta', 'american airlines', 'united'], account: '3002', confidence: 0.98 },
+    // Professional services
+    { vendors: ['upwork', 'fiverr'], account: '4009', confidence: 0.95 }
+];
+// Amount-based rules (lower confidence)
+const AMOUNT_RULES = [
+    {
+        range: { min: 5, max: 50 },
+        patterns: ['subscription', 'monthly'],
+        account: '485',
+        confidence: 0.6,
+        reason: 'Small subscription amount'
+    },
+    {
+        range: { min: 1000, max: 50000 },
+        patterns: ['consulting', 'development'],
+        account: '4009',
+        confidence: 0.7,
+        reason: 'Large professional services amount'
+    }
+];
+/**
+ * Main auto-tagging function using smart hybrid approach
+ */
+export function autoTagLineItem(description, amount, vendor) {
+    const desc = description.toLowerCase();
+    const vendorLower = vendor?.toLowerCase() || '';
+    // 1. Try vendor-specific rules first (highest confidence)
+    for (const rule of VENDOR_RULES) {
+        if (rule.vendors.some(v => desc.includes(v) || vendorLower.includes(v))) {
+            const label = XERO_EXPENSE_ACCOUNTS[rule.account];
+            return {
+                tag: {
+                    dimension: 'xero-expense-account',
+                    value: rule.account,
+                    label: label
+                },
+                confidence: rule.confidence,
+                method: 'vendor',
+                reason: `Matched vendor: ${rule.vendors[0]}`
+            };
+        }
+    }
+    // 2. Try keyword-based rules
+    for (const rule of KEYWORD_RULES) {
+        if (rule.patterns.some(pattern => desc.includes(pattern))) {
+            const label = XERO_EXPENSE_ACCOUNTS[rule.account];
+            return {
+                tag: {
+                    dimension: 'xero-expense-account',
+                    value: rule.account,
+                    label: label
+                },
+                confidence: rule.confidence,
+                method: 'keyword',
+                reason: rule.reason
+            };
+        }
+    }
+    // 3. Try amount-based rules
+    for (const rule of AMOUNT_RULES) {
+        if (amount >= rule.range.min && amount <= rule.range.max) {
+            if (rule.patterns.some(pattern => desc.includes(pattern))) {
+                const label = XERO_EXPENSE_ACCOUNTS[rule.account];
+                return {
+                    tag: {
+                        dimension: 'xero-expense-account',
+                        value: rule.account,
+                        label: label
+                    },
+                    confidence: rule.confidence,
+                    method: 'amount',
+                    reason: rule.reason
+                };
+            }
+        }
+    }
+    return null;
+}
+/**
+ * Enhanced Claude classification for edge cases
+ * Only used when rule-based matching fails
+ */
+export async function claudeClassifyExpense(description, amount) {
+    const apiKey = typeof process !== 'undefined' ? process.env?.CLAUDE_API_KEY : undefined;
+    if (!apiKey) {
+        return null;
+    }
+    const prompt = `Classify this business expense into ONE category:
+
+Expense: "${description}" - $${amount}
+
+Categories:
+- SOFTWARE: subscriptions, tools, hosting, cloud services
+- TRAVEL: flights, hotels, meals, transport, conferences
+- CONTRACTOR: freelance, consulting, professional services
+- LEGAL: attorney, law services, legal fees
+- OFFICE: rent, supplies, utilities, equipment
+- MARKETING: advertising, promotion, campaigns
+- OTHER: anything that doesn't fit above categories
+
+Respond with ONLY the category name: SOFTWARE|TRAVEL|CONTRACTOR|LEGAL|OFFICE|MARKETING|OTHER`;
+    try {
+        const response = await fetch('https://api.anthropic.com/v1/messages', {
+            method: 'POST',
+            headers: {
+                'Content-Type': 'application/json',
+                'x-api-key': apiKey,
+                'anthropic-version': '2023-06-01'
+            },
+            body: JSON.stringify({
+                model: "claude-haiku-4-5-20251001",
+                max_tokens: 10,
+                messages: [{
+                        role: "user",
+                        content: prompt
+                    }]
+            })
+        });
+        if (!response.ok) {
+            throw new Error(`Claude API error: ${response.status}`);
+        }
+        const result = await response.json();
+        const category = result.content[0]?.text?.trim().toUpperCase();
+        // Map category to Xero account
+        const categoryMapping = {
+            'SOFTWARE': '701',
+            'TRAVEL': '3005',
+            'CONTRACTOR': '4009',
+            'LEGAL': '4001',
+            'OFFICE': '453',
+            'MARKETING': '400',
+            'OTHER': '453' // Default to office expenses
+        };
+        const account = categoryMapping[category] || '453';
+        const label = XERO_EXPENSE_ACCOUNTS[account];
+        return {
+            tag: {
+                dimension: 'xero-expense-account',
+                value: account,
+                label: label
+            },
+            confidence: 0.6, // Lower confidence for Claude classifications
+            method: 'claude',
+            reason: `Claude classified as ${category}`
+        };
+    }
+    catch (error) {
+        return null;
+    }
+}
+/**
+ * Process multiple line items with auto-tagging
+ */
+export async function autoTagLineItems(lineItems) {
+    const results = [];
+    for (const item of lineItems) {
+        const result = autoTagLineItem(item.description, item.totalPriceTaxIncl);
+        if (result && result.confidence >= 0.7) {
+            // Use rule-based result
+            item.lineItemTag = [result.tag];
+            results.push({ ...item, taggingResult: result });
+        }
+        else {
+            // Try Claude for unclear cases
+            const claudeResult = await claudeClassifyExpense(item.description, item.totalPriceTaxIncl);
+            if (claudeResult) {
+                item.lineItemTag = [claudeResult.tag];
+                results.push({ ...item, taggingResult: claudeResult });
+            }
+            else {
+                // No tagging applied
+                item.lineItemTag = item.lineItemTag || [];
+                results.push({ ...item, taggingResult: null });
+            }
+        }
+    }
+    return results;
+}

package/dist/scripts/invoice/gnosisTransactionBuilder.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"gnosisTransactionBuilder.d.ts","sourceRoot":"","sources":["../../../scripts/invoice/gnosisTransactionBuilder.ts"],"names":[],"mappings":"AASA,MAAM,WAAW,WAAW;IAC1B,GAAG,EAAE,MAAM,CAAC;IACZ,SAAS,EAAE,MAAM,CAAC;IAClB,OAAO,EAAE,MAAM,CAAC;IAChB,OAAO,EAAE,MAAM,CAAC;CACjB;AAED,MAAM,WAAW,WAAW;IAC1B,OAAO,EAAE,MAAM,CAAC;CACjB;AAED,MAAM,WAAW,SAAS;IACxB,MAAM,EAAE,MAAM,CAAC;IACf,UAAU,EAAE,MAAM,CAAC;IACnB,QAAQ,EAAE,MAAM,CAAC;CAClB;AAED,MAAM,WAAW,aAAa;IAC5B,WAAW,EAAE,WAAW,CAAC;IACzB,KAAK,EAAE,SAAS,CAAC;IACjB,MAAM,EAAE,MAAM,GAAG,MAAM,CAAC;CACzB;AAED,MAAM,WAAW,cAAc;IAC7B,OAAO,EAAE,IAAI,CAAC;IACd,MAAM,EAAE,MAAM,CAAC;IACf,WAAW,EAAE,MAAM,CAAC;IACpB,cAAc,EAAE,aAAa,EAAE,CAAC;CACjC;AA6DD,iBAAe,uBAAuB,CACpC,SAAS,EAAE,MAAM,EACjB,mBAAmB,EAAE,aAAa,GAAG,aAAa,EAAE,GACnD,OAAO,CAAC,cAAc,CAAC,CA2GzB;AAED,OAAO,EAAE,uBAAuB,EAAE,CAAA"}
+{"version":3,"file":"gnosisTransactionBuilder.d.ts","sourceRoot":"","sources":["../../../scripts/invoice/gnosisTransactionBuilder.ts"],"names":[],"mappings":"AAUA,MAAM,WAAW,WAAW;IAC1B,GAAG,EAAE,MAAM,CAAC;IACZ,SAAS,EAAE,MAAM,CAAC;IAClB,OAAO,EAAE,MAAM,CAAC;IAChB,OAAO,EAAE,MAAM,CAAC;CACjB;AAED,MAAM,WAAW,WAAW;IAC1B,OAAO,EAAE,MAAM,CAAC;CACjB;AAED,MAAM,WAAW,SAAS;IACxB,MAAM,EAAE,MAAM,CAAC;IACf,UAAU,EAAE,MAAM,CAAC;IACnB,QAAQ,EAAE,MAAM,CAAC;CAClB;AAED,MAAM,WAAW,aAAa;IAC5B,WAAW,EAAE,WAAW,CAAC;IACzB,KAAK,EAAE,SAAS,CAAC;IACjB,MAAM,EAAE,MAAM,GAAG,MAAM,CAAC;CACzB;AAED,MAAM,WAAW,cAAc;IAC7B,OAAO,EAAE,IAAI,CAAC;IACd,MAAM,EAAE,MAAM,CAAC;IACf,WAAW,EAAE,MAAM,CAAC;IACpB,cAAc,EAAE,aAAa,EAAE,CAAC;CACjC;AAuDD,iBAAe,uBAAuB,CACpC,SAAS,EAAE,MAAM,EACjB,mBAAmB,EAAE,aAAa,GAAG,aAAa,EAAE,GACnD,OAAO,CAAC,cAAc,CAAC,CA2GzB;AAED,OAAO,EAAE,uBAAuB,EAAE,CAAA"}

package/dist/scripts/invoice/gnosisTransactionBuilder.js

@@ -3,6 +3,7 @@ import Safe from '@safe-global/protocol-kit';
 import { OperationType } from '@safe-global/types-kit';
 import { ethers, AbiCoder } from 'ethers';
 import dotenv from 'dotenv';
+import { CHAIN_CONFIGS } from '../../editors/invoice/utils/utils.js';
 dotenv.config();
 const safeAddress = process.env.PRODUCTION_SAFE_ADDRESS;
 if (!safeAddress) {
@@ -10,21 +11,15 @@ if (!safeAddress) {
 }
 const payerWallets = {
     BASE: {
-        rpc: "https://base.llamarpc.com",
-        chainName: "Base",
-        chainId: "8453",
+        ...CHAIN_CONFIGS.base,
         address: safeAddress, // Safe address
     },
     ETHEREUM: {
-        rpc: "https://eth.llamarpc.com",
-        chainName: "Ethereum",
-        chainId: "1",
+        ...CHAIN_CONFIGS.ethereum,
         address: safeAddress, // Safe address
     },
     "ARBITRUM ONE": {
-        rpc: "https://arb1.arbitrum.io/rpc",
-        chainName: "Arbitrum One",
-        chainId: "42161",
+        ...CHAIN_CONFIGS["arbitrum one"],
         address: safeAddress, // Safe address
     },
 };

package/dist/scripts/invoice/pdfToClaudeAI.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"pdfToClaudeAI.d.ts","sourceRoot":"","sources":["../../../scripts/invoice/pdfToClaudeAI.ts"],"names":[],"mappings":"AAEA,wBAAsB,yBAAyB,CAAC,QAAQ,EAAE,MAAM;;GAwP/D"}
+{"version":3,"file":"pdfToClaudeAI.d.ts","sourceRoot":"","sources":["../../../scripts/invoice/pdfToClaudeAI.ts"],"names":[],"mappings":"AAGA,wBAAsB,yBAAyB,CAAC,QAAQ,EAAE,MAAM;;GAwP/D"}

package/dist/scripts/invoice/pdfToClaudeAI.js

@@ -1,4 +1,5 @@
 import { generateId } from 'document-model';
+import { autoTagLineItems } from './autoTagging.js';
 export async function uploadPdfAndGetJsonClaude(inputDoc) {
     try {
         console.log("Starting PDF upload and processing with Claude AI");
@@ -231,7 +232,7 @@ Extract only the data that is clearly visible in the PDF. If a field is not pres
             throw new Error("Failed to parse Claude response as valid JSON");
         }
         // Process the invoice data to ensure it matches our expected format
-        const processedInvoiceData = processClaudeInvoiceData(invoiceData);
+        const processedInvoiceData = await processClaudeInvoiceData(invoiceData);
         return { invoiceData: processedInvoiceData };
     }
     catch (error) {
@@ -239,7 +240,7 @@ Extract only the data that is clearly visible in the PDF. If a field is not pres
         throw error;
     }
 }
-function processClaudeInvoiceData(rawData) {
+async function processClaudeInvoiceData(rawData) {
     const invoiceData = {
         lineItems: [],
         rejections: [],
@@ -319,9 +320,9 @@ function processClaudeInvoiceData(rawData) {
             amount: payment.amount ? parseFloat(payment.amount) : null
         }));
     }
-    // Process line items
+    // Process line items with auto-tagging
     if (rawData.lineItems && Array.isArray(rawData.lineItems)) {
-        invoiceData.lineItems = rawData.lineItems.map((item) => ({
+        const processedItems = rawData.lineItems.map((item) => ({
             lineItemTag: item.lineItemTag && Array.isArray(item.lineItemTag) ? item.lineItemTag : [],
             description: item.description || '',
             quantity: parseFloat(item.quantity) || 0,
@@ -333,6 +334,9 @@ function processClaudeInvoiceData(rawData) {
             id: generateId(),
             taxPercent: parseFloat(item.taxPercent) || 0
         }));
+        // Apply auto-tagging to processed items
+        const taggedItems = await autoTagLineItems(processedItems);
+        invoiceData.lineItems = taggedItems;
     }
     console.log("Processed Claude invoice data:", JSON.stringify(invoiceData, null, 2));
     return invoiceData;