Search for documents

MediaQuad · Sep 4, 2024 · b2d89ad · b2d89ad
1 parent 2ec8420
commit b2d89ad
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Showing 6 changed files with 161 additions and 78 deletions.
diff --git a/apps/dashboard/src/actions/ai/chat/index.tsx b/apps/dashboard/src/actions/ai/chat/index.tsx
@@ -22,6 +22,7 @@ import type { AIState, Chat, ClientMessage, UIState } from "../types";
 import { getBurnRateTool } from "./tools/burn-rate";
 import { getForecastTool } from "./tools/forecast";
 import { getDocumentsTool } from "./tools/get-documents";
+import { getInvoicesTool } from "./tools/get-invoces";
 import { getTransactionsTool } from "./tools/get-transactions";
 import { getProfitTool } from "./tools/profit";
 import { createReport } from "./tools/report";
@@ -102,9 +103,11 @@ export async function submitUserMessage(
     If the user just wants the runway, call \`getRunway\` function.
     If the user just wants the profit, call \`getProfit\` function.
     If the user just wants to find transactions, call \`getTransactions\` function.
-    If the user just wants to find documents, invoices or receipts, call \`getDocuments\` function.
+    If the user just wants to find invoices or receipts, call \`getInvoices\` function.
+    If the user just wants to find documents, call \`getDocuments\` function.
 
     Always try to call the functions with default values, otherwise ask the user to respond with parameters. Just show one example if you can't call the function.
+    Current date is: ${new Date().toISOString()}
     
     `,
     messages: [
@@ -178,6 +181,7 @@ export async function submitUserMessage(
         dateTo: defaultValues.to,
       }),
       getTransactions: getTransactionsTool({ aiState }),
+      getInvoices: getInvoicesTool({ aiState, teamId }),
       getDocuments: getDocumentsTool({ aiState, teamId }),
       createReport: createReport({
         aiState,

diff --git a/apps/dashboard/src/actions/ai/chat/tools/get-documents.tsx b/apps/dashboard/src/actions/ai/chat/tools/get-documents.tsx
@@ -1,5 +1,5 @@
 import type { MutableAIState } from "@/actions/ai/types";
-import { getInboxSearchQuery } from "@midday/supabase/queries";
+import { getVaultQuery } from "@midday/supabase/queries";
 import { createClient } from "@midday/supabase/server";
 import { nanoid } from "nanoid";
 import { z } from "zod";
@@ -12,23 +12,28 @@ type Args = {
 
 export function getDocumentsTool({ aiState, teamId }: Args) {
   return {
-    description: "Find reciept or invoice",
+    description: "Find documents",
     parameters: z.object({
-      name: z.string().describe("The name of the invoice or reciept"),
+      name: z.string().describe("The name of the document"),
     }),
     generate: async (args) => {
-      const { name, amount } = args;
+      const { name } = args;
       const supabase = createClient();
 
-      const searchQuery = name || amount;
-
-      const data = await getInboxSearchQuery(supabase, {
+      const { data } = await getVaultQuery(supabase, {
         teamId,
-        q: searchQuery,
+        searchQuery: name,
       });
 
+      const formattedData = data?.map((item) => ({
+        ...item,
+        content_type: item?.metadata?.mimetype,
+        display_name: item?.name,
+        file_path: item?.path_tokens,
+      }));
+
       const props = {
-        data,
+        data: formattedData,
       };
 
       const toolCallId = nanoid();

diff --git a/apps/dashboard/src/actions/ai/chat/tools/get-invoces.tsx b/apps/dashboard/src/actions/ai/chat/tools/get-invoces.tsx
@@ -0,0 +1,70 @@
+import type { MutableAIState } from "@/actions/ai/types";
+import { getInboxSearchQuery } from "@midday/supabase/queries";
+import { createClient } from "@midday/supabase/server";
+import { nanoid } from "nanoid";
+import { z } from "zod";
+import { DocumentsUI } from "./ui/documents-ui";
+
+type Args = {
+  aiState: MutableAIState;
+  teamId: string;
+};
+
+export function getInvoicesTool({ aiState, teamId }: Args) {
+  return {
+    description: "Find reciept or invoice",
+    parameters: z.object({
+      name: z.string().describe("The name of the invoice or reciept"),
+    }),
+    generate: async (args) => {
+      const { name, amount } = args;
+      const supabase = createClient();
+
+      const searchQuery = name || amount;
+
+      const data = await getInboxSearchQuery(supabase, {
+        teamId,
+        q: searchQuery,
+      });
+
+      const props = {
+        data,
+      };
+
+      const toolCallId = nanoid();
+
+      aiState.done({
+        ...aiState.get(),
+        messages: [
+          ...aiState.get().messages,
+          {
+            id: nanoid(),
+            role: "assistant",
+            content: [
+              {
+                type: "tool-call",
+                toolName: "getInvoices",
+                toolCallId,
+                args,
+              },
+            ],
+          },
+          {
+            id: nanoid(),
+            role: "tool",
+            content: [
+              {
+                type: "tool-result",
+                toolName: "getInvoices",
+                toolCallId,
+                result: props,
+              },
+            ],
+          },
+        ],
+      });
+
+      return <DocumentsUI {...props} />;
+    },
+  };
+}
diff --git a/apps/dashboard/src/components/chat/examples.ts b/apps/dashboard/src/components/chat/examples.ts
@@ -10,4 +10,5 @@ export const chatExamples = [
   "Create a report",
   "Forecast profit",
   "Forecast revenue",
+  "Find a document",
 ];
diff --git a/apps/dashboard/src/components/file-preview.tsx b/apps/dashboard/src/components/file-preview.tsx
@@ -122,71 +122,7 @@ export function FilePreview({
 
   return (
     <Dialog>
-      <div className={cn(className, "relative h-full")}>
-        <AnimatePresence>
-          {!preview && isLoaded && (
-            <div className="absolute bottom-4 left-2 flex space-x-2 z-10">
-              {!disableFullscreen && (
-                <motion.div
-                  initial={{ y: 50, opacity: 0 }}
-                  animate={{ y: 0, opacity: 1 }}
-                  exit={{ y: -50, opacity: 0 }}
-                >
-                  <DialogTrigger asChild>
-                    <Button
-                      variant="secondary"
-                      className="w-[32px] h-[32px] bg-white/80 hover:bg-white dark:bg-black/80 dark:hover:bg-black border"
-                      size="icon"
-                    >
-                      <Icons.OpenInFull />
-                    </Button>
-                  </DialogTrigger>
-                </motion.div>
-              )}
-
-              {downloadUrl && (
-                <motion.div
-                  initial={{ y: 50, opacity: 0 }}
-                  animate={{ y: 0, opacity: 1 }}
-                  exit={{ y: -50, opacity: 0 }}
-                  transition={{ delay: 0.04 }}
-                >
-                  <a href={downloadUrl} download>
-                    <Button
-                      variant="secondary"
-                      className="w-[32px] h-[32px] bg-white/80 hover:bg-white dark:bg-black/80 dark:hover:bg-black border"
-                      size="icon"
-                    >
-                      <Icons.FileDownload />
-                    </Button>
-                  </a>
-                </motion.div>
-              )}
-            </div>
-          )}
-
-          {disableFullscreen && download && downloadUrl && (
-            <div className="absolute bottom-4 left-2 z-10">
-              <motion.div
-                initial={{ y: 50, opacity: 0 }}
-                animate={{ y: 0, opacity: 1 }}
-                exit={{ y: -50, opacity: 0 }}
-                transition={{ delay: 0.04 }}
-              >
-                <a href={downloadUrl} download>
-                  <Button
-                    variant="secondary"
-                    className="w-[32px] h-[32px] bg-white/80 hover:bg-white dark:bg-black/80 dark:hover:bg-black border"
-                    size="icon"
-                  >
-                    <Icons.FileDownload />
-                  </Button>
-                </a>
-              </motion.div>
-            </div>
-          )}
-        </AnimatePresence>
-
+      <div className={cn(className, "relative h-full overflow-hidden")}>
         <div
           className={cn(
             "w-full h-full flex items-center justify-center pointer-events-none",
@@ -208,10 +144,74 @@ export function FilePreview({
         <div
           className={cn(
             "w-full h-full items-center flex justify-center bg-[#F2F1EF] dark:bg-secondary",
-            !isLoaded && "opacity-0",
-            error && "opacity-1 bg-transparent",
+            !isLoaded && "hidden",
+            error && "visible bg-transparent",
           )}
         >
+          <AnimatePresence>
+            {!preview && isLoaded && (
+              <div className="absolute bottom-4 left-2 flex space-x-2 z-10">
+                {!disableFullscreen && (
+                  <motion.div
+                    initial={{ y: 50, opacity: 0 }}
+                    animate={{ y: 0, opacity: 1 }}
+                    exit={{ y: -50, opacity: 0 }}
+                  >
+                    <DialogTrigger asChild>
+                      <Button
+                        variant="secondary"
+                        className="w-[32px] h-[32px] bg-white/80 hover:bg-white dark:bg-black/80 dark:hover:bg-black border"
+                        size="icon"
+                      >
+                        <Icons.OpenInFull />
+                      </Button>
+                    </DialogTrigger>
+                  </motion.div>
+                )}
+
+                {downloadUrl && (
+                  <motion.div
+                    initial={{ y: 50, opacity: 0 }}
+                    animate={{ y: 0, opacity: 1 }}
+                    exit={{ y: -50, opacity: 0 }}
+                    transition={{ delay: 0.04 }}
+                  >
+                    <a href={downloadUrl} download>
+                      <Button
+                        variant="secondary"
+                        className="w-[32px] h-[32px] bg-white/80 hover:bg-white dark:bg-black/80 dark:hover:bg-black border"
+                        size="icon"
+                      >
+                        <Icons.FileDownload />
+                      </Button>
+                    </a>
+                  </motion.div>
+                )}
+              </div>
+            )}
+
+            {disableFullscreen && download && downloadUrl && (
+              <div className="absolute bottom-4 left-2 z-10">
+                <motion.div
+                  initial={{ y: 50, opacity: 0 }}
+                  animate={{ y: 0, opacity: 1 }}
+                  exit={{ y: -50, opacity: 0 }}
+                  transition={{ delay: 0.04 }}
+                >
+                  <a href={downloadUrl} download>
+                    <Button
+                      variant="secondary"
+                      className="w-[32px] h-[32px] bg-white/80 hover:bg-white dark:bg-black/80 dark:hover:bg-black border"
+                      size="icon"
+                    >
+                      <Icons.FileDownload />
+                    </Button>
+                  </a>
+                </motion.div>
+              </div>
+            )}
+          </AnimatePresence>
+
           {error ? (
             <Icons.Image size={16} />
           ) : (

diff --git a/packages/supabase/src/queries/index.ts b/packages/supabase/src/queries/index.ts
@@ -535,7 +535,10 @@ export async function getVaultQuery(supabase: Client, params: GetVaultParams) {
   const { start, end, owners, tags } = filter || {};
 
   const isSearch =
-    Object.values(filter).some((value) => value !== null) ||
+    (filter !== undefined &&
+      Object.values(filter).some(
+        (value) => value !== undefined && value !== null,
+      )) ||
     Boolean(searchQuery);
 
   const query = supabase