hazo_collab_forms 3.1.7 → 5.0.0

package/dist/lib/resolution_handler.js

@@ -0,0 +1,597 @@
+/**
+ * Aggregate-level resolver for clarification responses.
+ *
+ *   Step 1 (deterministic, mandatory): sum_match math + date-range check
+ *   Step 2 (LLM commentary, best-effort): per-file plain-English notes
+ *
+ * Step 1 is the source of truth. Step 2 enriches with qualitative commentary
+ * but never overrides the verdict — if the LLM step fails, file_notes is empty
+ * and the deterministic summary still flows through.
+ */
+import 'server-only';
+// ============================================================================
+// Helpers
+// ============================================================================
+const DEFAULT_TOLERANCE = 0.05;
+/**
+ * Document types accepted as evidence for a sum_match (receipt-style proof
+ * of payment). Files outside this list are flagged as off-topic and excluded
+ * from the sum. 'unknown' is included so the resolver doesn't punish files
+ * the classifier wasn't confident about.
+ */
+const SUM_MATCH_ACCEPTED_TYPES = new Set([
+    'invoice',
+    'receipt',
+    'tax_invoice',
+    'bill',
+    'unknown',
+]);
+function is_acceptable_for_sum_match(document_type) {
+    if (!document_type)
+        return true; // missing classification — give benefit of doubt
+    return SUM_MATCH_ACCEPTED_TYPES.has(document_type);
+}
+/**
+ * Phrases that, when present in `document_nature`, guarantee the file is NOT
+ * a receipt for repairs/maintenance even if `document_type` came back as a
+ * generic 'invoice'. This is a deterministic safety net — the LLM relevance
+ * check should also catch these, but we don't depend on its compliance.
+ *
+ * Match is case-insensitive substring against document_nature.
+ */
+const SUM_MATCH_NATURE_DENYLIST = [
+    { phrase: 'settlement adjustment', label: 'settlement adjustment statement' },
+    { phrase: 'purchaser settlement', label: 'purchaser settlement sheet' },
+    { phrase: 'settlement statement', label: 'settlement statement' },
+    { phrase: 'council rates', label: 'council rates notice' },
+    { phrase: 'strata levy', label: 'strata levy invoice' },
+    { phrase: 'body corporate', label: 'body corporate fee notice' },
+    { phrase: 'insurance schedule', label: 'insurance policy schedule' },
+    { phrase: 'certificate of currency', label: 'insurance certificate of currency' },
+    { phrase: 'depreciation schedule', label: 'depreciation schedule' },
+    { phrase: 'property valuation', label: 'property valuation' },
+    { phrase: 'conveyancing', label: 'conveyancing service invoice' },
+    { phrase: 'property purchase', label: 'property purchase document' },
+    { phrase: 'property management fee', label: 'property management fee invoice' },
+];
+/**
+ * Deterministic content check — returns the matched denylist label when the
+ * file's document_nature contains any denied phrase, otherwise null. Lets us
+ * flag a file as off-topic without waiting on (or trusting) the LLM verdict.
+ */
+function nature_denylist_match(document_nature) {
+    if (!document_nature)
+        return null;
+    const haystack = document_nature.toLowerCase();
+    for (const entry of SUM_MATCH_NATURE_DENYLIST) {
+        if (haystack.includes(entry.phrase))
+            return entry.label;
+    }
+    return null;
+}
+function format_doc_type(t) {
+    if (!t)
+        return 'document';
+    return t.replace(/_/g, ' ');
+}
+function format_currency(amount, currency) {
+    const sign = amount < 0 ? '-' : '';
+    const abs = Math.abs(amount);
+    const symbol = currency_symbol(currency);
+    return `${sign}${symbol}${abs.toFixed(2)}`;
+}
+function currency_symbol(currency) {
+    switch (currency.toUpperCase()) {
+        case 'USD': return '$';
+        case 'AUD': return 'A$';
+        case 'NZD': return 'NZ$';
+        case 'CAD': return 'C$';
+        case 'GBP': return '£';
+        case 'EUR': return '€';
+        case 'JPY': return '¥';
+        default: return `${currency} `;
+    }
+}
+function date_in_range(date_str, range) {
+    if (!date_str)
+        return false;
+    return date_str >= range.from && date_str <= range.to;
+}
+async function run_with_timeout(promise, ms) {
+    return new Promise((resolve, reject) => {
+        const timer = setTimeout(() => reject(new Error('commentary_timeout')), ms);
+        promise.then((v) => { clearTimeout(timer); resolve(v); }, (e) => { clearTimeout(timer); reject(e); });
+    });
+}
+function run_deterministic(input, tolerance, relevance) {
+    if (input.expectation.kind !== 'sum_match') {
+        // Future kinds not yet implemented — pass through with informational summary.
+        return {
+            passed: true,
+            delta: 0,
+            sum_actual: 0,
+            sum_expected: 0,
+            summary: `No deterministic resolver registered for kind '${input.expectation.kind}'.`,
+            details: [],
+            file_relevance: {},
+        };
+    }
+    const sum_expected = input.expectation.amount;
+    const currency = input.expectation.currency;
+    const date_range = input.expectation.date_range;
+    // Per-file relevance map — combines type filter + LLM relevance into one
+    // record consumed by the caller (so each file's pill reflects the verdict).
+    const file_relevance = {};
+    // Filtering happens in two passes:
+    //   1. Type filter (cheap, deterministic) — bank_statement etc. always
+    //      excluded regardless of relevance.
+    //   2. Relevance filter (LLM) — wrong-property invoices flagged as mismatch
+    //      land here. Defaults to 'matches' when the LLM didn't speak.
+    const relevant = [];
+    const off_topic_type = [];
+    const mismatched = [];
+    const unclear = [];
+    for (const file of input.response_files) {
+        if (!is_acceptable_for_sum_match(file.document_type)) {
+            off_topic_type.push({
+                file_id: file.file_id,
+                name: file.file_name ?? file.file_id,
+                document_type: file.document_type,
+            });
+            file_relevance[file.file_id] = {
+                verdict: 'off_topic',
+                reason: `looks like a ${format_doc_type(file.document_type)}, not a receipt`,
+            };
+            continue;
+        }
+        // Content denylist — when document_type is a generic 'invoice' but the
+        // document_nature reveals it's actually a settlement adjustment, council
+        // rates notice, etc., reject deterministically. Catches the case where
+        // the LLM relevance check is too lenient.
+        const nature_match = nature_denylist_match(file.document_nature);
+        if (nature_match) {
+            off_topic_type.push({
+                file_id: file.file_id,
+                name: file.file_name ?? file.file_id,
+                document_type: nature_match,
+            });
+            file_relevance[file.file_id] = {
+                verdict: 'off_topic',
+                reason: `looks like a ${nature_match}, not a receipt for the requested expense`,
+            };
+            continue;
+        }
+        const r = relevance[file.file_id];
+        if (r?.verdict === 'mismatch') {
+            mismatched.push({ file_id: file.file_id, name: file.file_name ?? file.file_id, reason: r.reason });
+            file_relevance[file.file_id] = { verdict: 'mismatch', reason: r.reason };
+            continue;
+        }
+        if (r?.verdict === 'unclear') {
+            unclear.push({ file_id: file.file_id, name: file.file_name ?? file.file_id, reason: r.reason });
+            file_relevance[file.file_id] = { verdict: 'unclear', reason: r.reason };
+        }
+        else {
+            file_relevance[file.file_id] = {
+                verdict: 'matches',
+                reason: r?.reason ?? 'matches the expected expense',
+            };
+        }
+        relevant.push(file);
+    }
+    let sum_actual = 0;
+    const date_violations = [];
+    const missing_totals = [];
+    for (const file of relevant) {
+        const fields = file.extracted_fields;
+        if (!fields || typeof fields.total !== 'number') {
+            missing_totals.push({ file_id: file.file_id, name: file.file_name ?? file.file_id });
+            continue;
+        }
+        sum_actual += fields.total;
+        if (date_range && fields.date && !date_in_range(fields.date, date_range)) {
+            date_violations.push({ file_id: file.file_id, name: file.file_name ?? file.file_id, date: fields.date });
+        }
+    }
+    const delta = +(sum_actual - sum_expected).toFixed(2);
+    const within_tolerance = Math.abs(delta) <= tolerance;
+    const passed = within_tolerance &&
+        date_violations.length === 0 &&
+        missing_totals.length === 0 &&
+        off_topic_type.length === 0 &&
+        mismatched.length === 0 &&
+        unclear.length === 0;
+    const expected_str = format_currency(sum_expected, currency);
+    const actual_str = format_currency(sum_actual, currency);
+    // Build structured bullet list. Sum status comes first, then each excluded
+    // file gets its own bullet so the client can see exactly which file is the
+    // problem.
+    const details = [];
+    if (passed) {
+        details.push({
+            kind: 'sum',
+            severity: 'success',
+            message: `Receipts add up to ${expected_str} — matches the expected total.`,
+        });
+    }
+    else if (within_tolerance) {
+        details.push({
+            kind: 'sum',
+            severity: 'success',
+            message: `Sum matches ${expected_str}.`,
+        });
+    }
+    else {
+        const short = delta < 0;
+        const gap = format_currency(Math.abs(delta), currency);
+        const message = short
+            ? `So far we've received receipts totalling ${actual_str}, but the expected total is ${expected_str}. Please provide additional receipt(s) covering the remaining ${gap}.`
+            : `Receipts uploaded so far total ${actual_str}, which exceeds the expected ${expected_str} by ${gap}. Please confirm whether all of these belong to the requested expense.`;
+        details.push({
+            kind: 'sum',
+            severity: 'warning',
+            message,
+        });
+    }
+    for (const o of off_topic_type) {
+        details.push({
+            kind: 'off_topic',
+            severity: 'warning',
+            message: `looks like a ${format_doc_type(o.document_type)}, not a receipt — not counted toward the total`,
+            file_id: o.file_id,
+            file_name: o.name,
+        });
+    }
+    for (const m of mismatched) {
+        details.push({
+            kind: 'mismatch',
+            severity: 'warning',
+            message: m.reason,
+            file_id: m.file_id,
+            file_name: m.name,
+        });
+    }
+    for (const u of unclear) {
+        details.push({
+            kind: 'unclear',
+            severity: 'info',
+            message: u.reason,
+            file_id: u.file_id,
+            file_name: u.name,
+        });
+    }
+    for (const d of date_violations) {
+        details.push({
+            kind: 'date_violation',
+            severity: 'warning',
+            message: `dated ${d.date}, outside the expected range`,
+            file_id: d.file_id,
+            file_name: d.name,
+        });
+    }
+    for (const m of missing_totals) {
+        details.push({
+            kind: 'missing_total',
+            severity: 'info',
+            message: `couldn't read a total from this file — please confirm it's the right one`,
+            file_id: m.file_id,
+            file_name: m.name,
+        });
+    }
+    // Plain-string summary kept for fallback rendering / logs.
+    const all_excluded = relevant.length === 0 && (off_topic_type.length > 0 || mismatched.length > 0);
+    let summary;
+    if (passed) {
+        summary = `Receipts add up to ${expected_str} — matches the expected total.`;
+    }
+    else if (all_excluded) {
+        summary = `None of the uploaded files look like receipts for the expected expense.`;
+    }
+    else if (!within_tolerance) {
+        const short = delta < 0;
+        const gap = format_currency(Math.abs(delta), currency);
+        summary = short
+            ? `Receipts so far total ${actual_str} of the expected ${expected_str} — short by ${gap}.`
+            : `Receipts so far total ${actual_str}, which exceeds the expected ${expected_str} by ${gap}.`;
+    }
+    else if (date_violations.length > 0) {
+        summary = `Sum matches ${expected_str} but some receipts are outside the expected date range.`;
+    }
+    else if (missing_totals.length > 0) {
+        summary = `Could not read totals from one or more files.`;
+    }
+    else {
+        summary = `Receipts add up to ${actual_str}, expected ${expected_str}.`;
+    }
+    return {
+        passed,
+        delta,
+        sum_actual: +sum_actual.toFixed(2),
+        sum_expected,
+        summary,
+        details,
+        file_relevance,
+    };
+}
+// ============================================================================
+// Public entrypoint
+// ============================================================================
+/**
+ * Run the two-step resolver.
+ *
+ *   Step 1 — LLM commentary + relevance (best-effort, optional)
+ *   Step 2 — deterministic math, gated by relevance verdicts
+ *
+ * Commentary runs first so its per-file relevance can influence which files
+ * count toward the sum. When the LLM is unavailable or fails, relevance is
+ * empty and the deterministic step runs with type-filter only — preserving
+ * the prior behaviour as a graceful fallback.
+ */
+export async function run_resolution(input, options = {}) {
+    const tolerance = options.tolerance ?? DEFAULT_TOLERANCE;
+    const commentary_timeout_ms = options.commentary_timeout_ms ?? 5000;
+    const on_error = options.on_error ?? ((err, ctx) => console.error(`[resolution] ${ctx}:`, err));
+    let file_notes = {};
+    let relevance = {};
+    if (options.commentary_fn) {
+        // Pre-deterministic estimate so commentary can reason about the gap.
+        // Excludes mismatch logic (relevance isn't known yet) — close enough.
+        const preview = preview_sum(input);
+        try {
+            const commentary = await run_with_timeout(options.commentary_fn({
+                expectation: input.expectation,
+                files: input.response_files,
+                verdict: {
+                    sum_actual: preview.sum_actual,
+                    sum_expected: preview.sum_expected,
+                    delta: preview.delta,
+                },
+            }), commentary_timeout_ms);
+            if (commentary) {
+                file_notes = commentary.file_notes ?? {};
+                relevance = commentary.relevance ?? {};
+            }
+        }
+        catch (err) {
+            on_error(err, 'commentary step failed (continuing with deterministic verdict)');
+        }
+    }
+    const verdict = run_deterministic(input, tolerance, relevance);
+    return {
+        passed: verdict.passed,
+        delta: verdict.delta,
+        sum_actual: verdict.sum_actual,
+        sum_expected: verdict.sum_expected,
+        file_notes,
+        file_relevance: verdict.file_relevance,
+        summary: verdict.summary,
+        details: verdict.details,
+        ran_at: new Date().toISOString(),
+    };
+}
+/**
+ * Best-effort sum used by the commentary step. Excludes type-incompatible
+ * files (bank statements etc.) but includes all others — relevance is decided
+ * downstream of this number.
+ */
+function preview_sum(input) {
+    const sum_expected = input.expectation.kind === 'sum_match' ? input.expectation.amount : 0;
+    let sum_actual = 0;
+    for (const file of input.response_files) {
+        if (!is_acceptable_for_sum_match(file.document_type))
+            continue;
+        if (nature_denylist_match(file.document_nature))
+            continue;
+        const t = file.extracted_fields?.total;
+        if (typeof t === 'number')
+            sum_actual += t;
+    }
+    return {
+        sum_actual: +sum_actual.toFixed(2),
+        sum_expected,
+        delta: +(sum_actual - sum_expected).toFixed(2),
+    };
+}
+/**
+ * Creates a POST route handler that wraps run_resolution. Mirrors the factory
+ * pattern used by validation_handler / classification_handler / autofill_handler.
+ */
+export function create_resolution_route(options = {}) {
+    const on_error = options.on_error ?? ((err, ctx) => console.error(`[resolution] ${ctx}:`, err));
+    return async function POST(request) {
+        try {
+            const body = await request.json();
+            if (!body || !body.expectation) {
+                return Response.json({ success: false, error: 'expectation is required' }, { status: 400 });
+            }
+            if (!Array.isArray(body.response_files)) {
+                return Response.json({ success: false, error: 'response_files must be an array' }, { status: 400 });
+            }
+            const check = await run_resolution({ expectation: body.expectation, response_files: body.response_files }, options);
+            return Response.json({ success: true, check });
+        }
+        catch (err) {
+            on_error(err, 'unhandled error');
+            return Response.json({ success: false, error: err instanceof Error ? err.message : 'Unknown error' }, { status: 500 });
+        }
+    };
+}
+/**
+ * Build a commentary_fn that calls hazo_llm_api with the resolve_clarification_relevance
+ * prompt, attaching every inspectable response file inline. Wire this into
+ * `create_resolution_route({ commentary_fn: create_llm_commentary_fn(...) })`.
+ *
+ * The returned function is best-effort: any failure (LLM error, JSON parse
+ * fail, missing prompt) returns `null` so the resolver falls back to the
+ * deterministic-only verdict.
+ */
+export function create_llm_commentary_fn(options) {
+    const on_error = options.on_error ?? ((err, ctx) => console.error(`[resolution-commentary] ${ctx}:`, err));
+    // Lazy-loaded module reference + init guard, copied from classification_handler.
+    let llm_api_module = null;
+    let init_promise = null;
+    async function get_llm_api() {
+        if (!llm_api_module) {
+            const module_id = 'hazo_llm_api/server';
+            llm_api_module = await import(/* webpackIgnore: true */ module_id);
+        }
+        return llm_api_module;
+    }
+    async function ensure_initialized() {
+        const api = await get_llm_api();
+        if (!api.is_initialized()) {
+            if (!init_promise) {
+                const init_config = options.hazo_connect_adapter
+                    ? { hazo_connect_adapter: options.hazo_connect_adapter }
+                    : { sqlite_path: options.sqlite_path };
+                init_promise = api.initialize_llm_api(init_config).then(() => { });
+            }
+            await init_promise;
+        }
+    }
+    return async function commentary_fn(input) {
+        try {
+            await ensure_initialized();
+            const api = await get_llm_api();
+            // Fetch the prompt text from hazo_prompts.
+            const connect = api.get_hazo_connect?.() ?? null;
+            if (!connect) {
+                on_error(new Error('hazo_connect not available'), 'prompt lookup');
+                return null;
+            }
+            const lookup = await connect.get_by_area_key(options.prompt_area, options.prompt_key);
+            const db_prompt = lookup.success ? lookup.data?.prompt_text_full : undefined;
+            if (!db_prompt) {
+                on_error(new Error(`prompt ${options.prompt_area}/${options.prompt_key} missing`), 'prompt lookup');
+                return null;
+            }
+            // Render variables.
+            const exp = input.expectation;
+            const ctx = exp.kind === 'sum_match' ? exp.context : undefined;
+            const description = exp.kind === 'sum_match' ? exp.description : undefined;
+            const expected_amount = exp.kind === 'sum_match'
+                ? format_currency(exp.amount, exp.currency)
+                : 'n/a';
+            const expected_date_range = exp.kind === 'sum_match' && exp.date_range
+                ? `${exp.date_range.from} to ${exp.date_range.to}`
+                : 'n/a';
+            const files_summary = input.files
+                .map(f => {
+                const lines = [`file_id: ${f.file_id}`, `filename: ${f.file_name ?? '(unnamed)'}`];
+                if (f.document_type)
+                    lines.push(`classified as: ${f.document_type}`);
+                if (f.document_nature)
+                    lines.push(`document_nature: ${f.document_nature}`);
+                const ef = f.extracted_fields;
+                if (ef) {
+                    const parts = [];
+                    if (typeof ef.total === 'number')
+                        parts.push(`total=${ef.total}`);
+                    if (ef.date)
+                        parts.push(`date=${ef.date}`);
+                    if (ef.vendor)
+                        parts.push(`vendor=${ef.vendor}`);
+                    if (ef.property_address)
+                        parts.push(`property_address=${ef.property_address}`);
+                    if (parts.length > 0)
+                        lines.push(`extracted: ${parts.join(', ')}`);
+                }
+                return lines.join('\n');
+            })
+                .join('\n\n');
+            const prompt_text = substitute(db_prompt, {
+                expectation_description: description ?? '(no description provided)',
+                expected_amount,
+                expected_date_range,
+                property_address: ctx?.property_address ?? 'n/a',
+                vendor_hint: ctx?.vendor_hint ?? 'n/a',
+                expense_label: ctx?.expense_label ?? 'n/a',
+                files_summary: files_summary || '(no files)',
+            });
+            // Attach file contents. The first inspectable file becomes the primary
+            // document; the rest go in additional_documents. Files without b64 are
+            // skipped — the prompt's files_summary still references them by id.
+            const inspectable = input.files.filter(f => !!f.file_b64 && !!f.mime_type);
+            if (inspectable.length === 0) {
+                on_error(new Error('no inspectable files (b64 missing)'), 'attachment build');
+                return null;
+            }
+            const [primary, ...rest] = inspectable;
+            const response = await api.hazo_llm_document_text({
+                prompt: prompt_text,
+                document_b64: primary.file_b64,
+                document_mime_type: primary.mime_type,
+                ...(rest.length > 0
+                    ? {
+                        additional_documents: rest.map(f => ({
+                            mime_type: f.mime_type,
+                            data: f.file_b64,
+                        })),
+                    }
+                    : {}),
+            });
+            if (!response.success || !response.text) {
+                on_error(response.error ?? new Error('LLM call failed'), 'llm call');
+                return null;
+            }
+            // Parse JSON, tolerating fenced code blocks the LLM sometimes adds.
+            const parsed = parse_commentary_json(response.text);
+            if (!parsed) {
+                on_error(new Error('JSON parse failed'), 'response parsing');
+                return null;
+            }
+            return parsed;
+        }
+        catch (err) {
+            on_error(err, 'commentary_fn');
+            return null;
+        }
+    };
+}
+function substitute(prompt, vars) {
+    return prompt.replace(/\{\{(\w+)\}\}/g, (_, key) => vars[key] ?? `{{${key}}}`);
+}
+function parse_commentary_json(text) {
+    const cleaned = text.trim();
+    const candidates = [cleaned];
+    const fence = cleaned.match(/```(?:json)?\s*\n?([\s\S]*?)\n?```/);
+    if (fence)
+        candidates.push(fence[1].trim());
+    const obj = cleaned.match(/\{[\s\S]*\}/);
+    if (obj)
+        candidates.push(obj[0]);
+    for (const candidate of candidates) {
+        try {
+            const parsed = JSON.parse(candidate);
+            if (parsed && typeof parsed === 'object') {
+                const file_notes = (parsed.file_notes && typeof parsed.file_notes === 'object')
+                    ? parsed.file_notes
+                    : {};
+                const relevance = (parsed.relevance && typeof parsed.relevance === 'object')
+                    ? sanitize_relevance(parsed.relevance)
+                    : {};
+                const overall_note = typeof parsed.overall_note === 'string' ? parsed.overall_note : undefined;
+                return { file_notes, relevance, overall_note };
+            }
+        }
+        catch {
+            // Try the next candidate.
+        }
+    }
+    return null;
+}
+function sanitize_relevance(raw) {
+    const out = {};
+    for (const [file_id, value] of Object.entries(raw)) {
+        if (!value || typeof value !== 'object')
+            continue;
+        const v = value;
+        const verdict = v.verdict;
+        const reason = typeof v.reason === 'string' ? v.reason : '';
+        if (verdict === 'matches' || verdict === 'mismatch' || verdict === 'unclear') {
+            out[file_id] = { verdict, reason };
+        }
+    }
+    return out;
+}
+//# sourceMappingURL=resolution_handler.js.map

package/dist/lib/resolution_handler.js.map

@@ -0,0 +1 @@
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package/dist/lib/resolve_variable.d.ts

@@ -0,0 +1,25 @@
+/**
+ * Resolve variable references (e.g. `@tenant_start_date`, `@Beginning_Of_Tax_Year`)
+ * against the active form data and session-level constants.
+ *
+ * Variable syntax: `@<name>`. Resolution order:
+ *   1. Session vars (by key name) — tax-year boundaries, client name, etc.
+ *   2. Form-field values — looked up by `question_field_id` in `FbFormData.data[]`.
+ *
+ * Empty-string and whitespace-only values are treated as null so a chain like
+ *   ['@tenant_start_date', '@Beginning_Of_Tax_Year']
+ * falls through to the fallback when the user has not yet entered a tenant date.
+ */
+import type { VariableChain } from '../types/validation.js';
+import type { FbFormData } from '../types/fb_form_data.js';
+/** Session-level constants (tax year boundaries, client name, etc.). */
+export type SessionVars = Record<string, string | null | undefined>;
+export interface ResolveContext {
+    form_data: FbFormData | null;
+    session: SessionVars;
+}
+/** Resolve a single variable reference. Returns the value or null if unresolved/empty. */
+export declare function resolve_variable(ref: string, ctx: ResolveContext): string | null;
+/** Walk the chain. Return the first non-empty resolved value, or null if none resolve. */
+export declare function resolve_variable_chain(chain: VariableChain, ctx: ResolveContext): string | null;
+//# sourceMappingURL=resolve_variable.d.ts.map

package/dist/lib/resolve_variable.d.ts.map

@@ -0,0 +1 @@
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