feat: add completion step

pipes/auto-pay/src/agents/payment-detector-agent.ts

@@ -5,18 +5,19 @@ import { useAgentStepsStore } from '@/stores/agent-steps-store';
 import { toast } from '@/components/ui/use-toast';
 import { useCallback, useState, useRef, useEffect } from 'react';
 import { z } from 'zod';
+import type { PaymentInfo } from '@/types/wise';
 
 // Zod schemas
 const bankDetailsSchema = z.object({
-  accountNumber: z.string().optional().nullable(),
-  routingNumber: z.string().optional().nullable(),
-  iban: z.string().optional().nullable(),
+  accountNumber: z.string().optional(),
+  routingNumber: z.string().optional(),
+  iban: z.string().optional(),
 }).describe('Bank account details for the payment');
 
 const paymentDetailsSchema = z.object({
-  amount: z.string().optional(),
-  currency: z.string().optional(),
-  recipient: z.string().optional().nullable(),
+  amount: z.string(),
+  currency: z.string(),
+  recipient: z.string(),
   dueDate: z.string().optional(),
   bankDetails: bankDetailsSchema.optional(),
   reference: z.string().optional(),
@@ -51,6 +52,7 @@ export interface DetectedPayment {
     window: string;
   };
   details: PaymentDetails;
+  paymentInfo: PaymentInfo;
 }
 
 export interface PaymentDetectionResult {
@@ -87,6 +89,17 @@ const paymentAnswer = {
   parameters: paymentAnswerSchema,
 };
 
+function paymentDetailsToPaymentInfo(details: PaymentDetails): PaymentInfo {
+    return {
+        amount: details.amount || '0',
+        currency: details.currency || 'USD',
+        recipientName: details.recipient || 'Unknown Recipient',
+        accountNumber: details.bankDetails?.accountNumber || '',
+        routingNumber: details.bankDetails?.routingNumber || '',
+        reference: details.reference,
+    };
+}
+
 export async function runPaymentDetector(
   recognizedItemId: string,
   onProgress?: (message: string) => void,
@@ -124,23 +137,33 @@ export async function runPaymentDetector(
         - Payment amounts and currencies
         - Payment deadlines or due dates
     
-        Stop as soon as you found 1 
-
+        Stop as soon as you found 1 payment.
 
         Follow these steps:
         1. Start with broad searches for payment-related terms:
-        make sure queries are single elements that are will be matched as if they were between double quotes
            - Use terms like "invoice", "payment", "transfer", "IBAN", "due", "amount"
+           - Make sure queries are single elements that will be matched exactly
         
         2. When you find something, do focused searches to gather context:
-        - General informatino that can be used to identify the payment
-
-       4. Once you have gathered all information:
+           - Look for specific amounts and currencies
+           - Search for recipient information
+           - Find any payment references or notes
+           - Check for due dates or deadlines
+        
+        3. For each potential payment:
+           - Extract a clear summary
+           - Note the source context
+           - Calculate confidence based on completeness
+           - Explain your confidence reasoning
+        
+        4. Once you have gathered all information:
            - Call paymentAnswer with the structured payment data
            - Include all found details (amount, recipient, due date, etc.)
            - Provide clear summaries and confidence scores
            - Explain your confidence reasoning
 
+        BE THOROUGH BUT EFFICIENT
+        FOCUS ON ACCURACY OVER SPEED
       `,
       prompt: `
         Search through recent screen activity to find any payments that need to be made.
@@ -162,28 +185,29 @@ export async function runPaymentDetector(
           const stepId = crypto.randomUUID();
           const humanAction = getHumanActionFromToolCall(toolCall);
 
-          // Add the step with the action
+          // Add the step with all information
           addStep(recognizedItemId, {
             text,
             toolCalls: [toolCall],
             toolResults: toolResults ? [toolResults[index]] : undefined,
             finishReason,
             usage,
             humanAction,
+            tokenCount: usage?.totalTokens || 0,
           });
 
           // If we have results, update with human result
           if (toolResults?.[index]) {
             const humanResult = getHumanResultFromToolCall(toolCall, toolResults[index]);
             updateStepResult(recognizedItemId, stepId, humanResult);
           }
-        });
 
-        // Notify progress
-        if (toolCalls?.length && onProgress) {
-          const toolNames = toolCalls.map(t => 'toolName' in t ? t.toolName : 'unknown').join(', ');
-          onProgress(`Using tools: ${toolNames}`);
-        }
+          // Notify progress
+          if (onProgress) {
+            const toolName = 'toolName' in toolCall ? toolCall.toolName : 'unknown';
+            onProgress(`Using tool: ${toolName}`);
+          }
+        });
       },
     });
 
@@ -208,7 +232,8 @@ export async function runPaymentDetector(
         app: '',
         window: '',
       },
-      details: payment.details
+      details: payment.details,
+      paymentInfo: paymentDetailsToPaymentInfo(payment.details)
     }));
 
     // Sort by confidence (most confident first)

pipes/auto-pay/src/agents/payment-preparer-agent.ts

@@ -5,6 +5,7 @@ import { useAgentStepsStore } from '@/stores/agent-steps-store';
 import { toast } from '@/components/ui/use-toast';
 import { useCallback, useState, useRef, useEffect } from 'react';
 import { z } from 'zod';
+import type { PaymentInfo } from '@/types/wise';
 
 // Zod schemas for Wise transfer data
 const transferDetailsSchema = z.object({
@@ -125,6 +126,18 @@ export async function runPaymentPreparer(
            - Validate bank details where possible
            - Include clear references
         
+        4. Calculate confidence based on:
+           - Completeness of required fields
+           - Clarity of the information
+           - Validation of bank details
+           - Consistency across sources
+        
+        5. Provide detailed explanation of:
+           - Why certain details were chosen
+           - What might be missing
+           - Any assumptions made
+           - Validation results
+        
         BE THOROUGH BUT EFFICIENT
         FOCUS ON ACCURACY OVER SPEED
       `,
@@ -148,28 +161,29 @@ export async function runPaymentPreparer(
           const stepId = crypto.randomUUID();
           const humanAction = getHumanActionFromToolCall(toolCall);
 
-          // Add the step with the action
+          // Add the step with all information
           addStep(recognizedItemId, {
             text,
             toolCalls: [toolCall],
             toolResults: toolResults ? [toolResults[index]] : undefined,
             finishReason,
             usage,
             humanAction,
+            tokenCount: usage?.totalTokens || 0,
           });
 
           // If we have results, update with human result
           if (toolResults?.[index]) {
             const humanResult = getHumanResultFromToolCall(toolCall, toolResults[index]);
             updateStepResult(recognizedItemId, stepId, humanResult);
           }
-        });
 
-        // Notify progress
-        if (toolCalls?.length && onProgress) {
-          const toolNames = toolCalls.map(t => 'toolName' in t ? t.toolName : 'unknown').join(', ');
-          onProgress(`Using tools: ${toolNames}`);
-        }
+          // Notify progress
+          if (onProgress) {
+            const toolName = 'toolName' in toolCall ? toolCall.toolName : 'unknown';
+            onProgress(`Using tool: ${toolName}`);
+          }
+        });
       },
     });
 
@@ -317,4 +331,21 @@ export function usePaymentPreparer(recognizedItemId: string) {
     isProcessing,
     abort,
   };
+}
+
+function transferDetailsToPaymentInfo(details: TransferDetails): PaymentInfo {
+    // Ensure we have non-null values for required fields
+    if (!details.amount || !details.currency || !details.targetAccount.accountHolderName) {
+        throw new Error('Missing required transfer details');
+    }
+
+    return {
+        amount: details.amount,
+        currency: details.currency,
+        recipientName: details.targetAccount.accountHolderName,
+        accountNumber: details.targetAccount.accountNumber || '',
+        routingNumber: details.targetAccount.routingNumber || '',
+        reference: details.reference || undefined,
+        recipientEmail: undefined, // We don't have this in transfer details
+    };
 }