* feat(mcp): make the agent surface self-describing (staging _meta, company identity, clean summaries)
A pass over the MCP server's agent-facing surface so an agent can act
correctly without parsing description prose:
- Machine-readable staging contract: deriveToolMeta() attaches _meta to
tools/list (and search detail=full) — { requires_approval, approve_tool,
preflight? } — keyed off the STAGED_OPERATION_SCHEMA output schema. Literal
_meta (e.g. UI widget hints) wins on collision. TOOL_PREFLIGHT_MAP names the
read-only pre-flight for the few writes that have one (year-end readiness,
VAT validate, depreciation proposal). Guarded by staging-meta.test.ts.
- Company identity in gnubok_get_agent_briefing: returns a `company` block
(id, name, org_number, entity_type, accounting_method) so the agent can
confirm WHICH entity it operates on and pick the right settlement account
(accrual = credit 1510; cash = debit 19xx) before any write. Best-effort —
a missing row never blocks the briefing. Covered by agent-briefing.test.ts.
- toSummary(): trims the long, keyword-stuffed SKILL.md frontmatter into clean
one-liners for gnubok_list_skills / gnubok_get_agent_briefing so the client
never truncates one mid-sentence; full bodies stay in gnubok_load_skill.
Covered by to-summary.test.ts.
- bank-reconciliation skill: a match/link decision tree (what you have x
whether a verifikat exists) and kontant- vs faktureringsmetoden settlement
accounts.
- Prose/description clarifications: "Stages"/"Stages for approval" on the
link tools; propose_dispositioner/accruals note there is no dedicated MCP
poster; server-info documents _meta and the legacy gnubok_ tool prefix.
All 34 touched MCP tests pass. Merged cleanly on top of #759/#760 (server.ts).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* fix(mcp): make accounting_method description state the full settlement posting
Review (swedish-accounting-compliance): the agent-briefing schema described
accrual as "credit 1510 on payment", which reads as a one-sided entry. Spell
out both sides (payment debits 19xx AND credits 1510) so an agent can't infer a
single-leg posting that violates BFL 5 kap double-entry. Mirrors the precision
already in the bank-reconciliation skill body. Payload-size guard still passes.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
348 lines
12 KiB
TypeScript
348 lines
12 KiB
TypeScript
/**
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* Tests for gnubok_get_agent_briefing — session-bootstrap context for the
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* specialized accountant agent over MCP.
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*/
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import { describe, it, expect, vi, beforeEach } from 'vitest'
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import { tools } from '../server'
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vi.mock('@/lib/supabase/server', () => ({
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createClient: vi.fn(),
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createServiceClient: vi.fn(),
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}))
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vi.mock('@/lib/auth/api-keys', async (importOriginal) => {
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const actual = await importOriginal<typeof import('@/lib/auth/api-keys')>()
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return {
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...actual,
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extractBearerToken: vi.fn().mockReturnValue('test-token'),
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validateApiKey: vi.fn().mockResolvedValue({
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userId: 'user-1',
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companyId: 'company-1',
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scopes: ['agent:read'],
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}),
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createServiceClientNoCookies: vi.fn(),
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}
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})
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/** Builds a supabase mock whose three relevant tables resolve to canned data. */
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function mockSupabase(opts: {
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profile?: {
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profile_summary: string | null
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horizontal_atoms: string[] | null
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vertical_atoms: string[] | null
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modifier_atoms: string[] | null
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} | null
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memoryRows?: Array<{
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id: string
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kind: string
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content: string
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relevance_score: number | null
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}>
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atomRows?: Array<{
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id: string
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tier: string
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title: string | null
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description: string
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}>
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// profiles.full_name for the signed-in user. undefined → no profile row.
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userFullName?: string | null
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// companies row for the active company. undefined → no row (null data).
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company?: { name: string | null; org_number: string | null; entity_type: string | null } | null
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// company_settings.accounting_method. undefined → no settings row (null data).
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accountingMethod?: string | null
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errors?: { profile?: string; memory?: string; atoms?: string }
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}) {
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const profile = opts.profile === undefined ? null : opts.profile
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const memoryRows = opts.memoryRows ?? []
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const atomRows = opts.atomRows ?? []
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const errors = opts.errors ?? {}
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return {
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from: vi.fn((table: string) => {
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if (table === 'profiles') {
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return {
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select: vi.fn(() => ({
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eq: vi.fn(() => ({
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maybeSingle: vi.fn().mockResolvedValue({
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data:
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opts.userFullName === undefined ? null : { full_name: opts.userFullName },
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error: null,
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}),
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})),
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})),
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}
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}
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if (table === 'agent_profiles') {
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return {
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select: vi.fn(() => ({
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eq: vi.fn(() => ({
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maybeSingle: vi.fn().mockResolvedValue({
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data: profile,
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error: errors.profile ? new Error(errors.profile) : null,
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}),
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})),
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})),
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}
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}
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if (table === 'agent_memory') {
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return {
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select: vi.fn(() => ({
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eq: vi.fn(() => ({
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eq: vi.fn(() => ({
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order: vi.fn(() => ({
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order: vi.fn(() => ({
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limit: vi.fn().mockResolvedValue({
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data: memoryRows,
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error: errors.memory ? new Error(errors.memory) : null,
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}),
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})),
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})),
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})),
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})),
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})),
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}
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}
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if (table === 'agent_atom_registry') {
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return {
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select: vi.fn(() => ({
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in: vi.fn(() => ({
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eq: vi.fn().mockResolvedValue({
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data: atomRows,
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error: errors.atoms ? new Error(errors.atoms) : null,
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}),
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})),
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})),
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}
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}
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if (table === 'companies') {
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return {
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select: vi.fn(() => ({
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eq: vi.fn(() => ({
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maybeSingle: vi.fn().mockResolvedValue({
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data: opts.company === undefined ? null : opts.company,
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error: null,
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}),
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})),
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})),
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}
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}
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if (table === 'company_settings') {
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return {
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select: vi.fn(() => ({
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eq: vi.fn(() => ({
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maybeSingle: vi.fn().mockResolvedValue({
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data:
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opts.accountingMethod === undefined
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? null
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: { accounting_method: opts.accountingMethod },
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error: null,
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}),
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})),
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})),
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}
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}
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throw new Error(`Unexpected table in test mock: ${table}`)
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}),
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}
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}
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describe('gnubok_get_agent_briefing tool', () => {
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beforeEach(() => {
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vi.clearAllMocks()
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})
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it('is registered with readOnly + idempotent annotations', () => {
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const tool = tools.find((t) => t.name === 'gnubok_get_agent_briefing')
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expect(tool).toBeDefined()
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expect(tool?.annotations.readOnlyHint).toBe(true)
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expect(tool?.annotations.idempotentHint).toBe(true)
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expect(tool?.annotations.destructiveHint).toBe(false)
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})
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it('inputSchema declares no required args (no inputs)', () => {
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const tool = tools.find((t) => t.name === 'gnubok_get_agent_briefing')!
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const input = tool.inputSchema as { properties?: Record<string, unknown>; required?: string[]; additionalProperties: boolean }
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expect(input.additionalProperties).toBe(false)
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expect(input.required).toBeUndefined()
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})
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it('returns null summary, empty atoms, empty memory, null user_name when nothing exists', async () => {
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const tool = tools.find((t) => t.name === 'gnubok_get_agent_briefing')!
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const supabase = mockSupabase({ profile: null })
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const result = (await tool.execute(
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{},
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'company-1',
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'user-1',
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supabase as never,
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{ type: 'api_key' }
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)) as {
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user_name: string | null
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profile_summary: string | null
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atoms: unknown[]
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memory: unknown[]
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}
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expect(result.profile_summary).toBeNull()
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expect(result.atoms).toEqual([])
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expect(result.memory).toEqual([])
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expect(result.user_name).toBeNull()
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})
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it('returns the active company block so the agent can confirm the entity before writing', async () => {
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const tool = tools.find((t) => t.name === 'gnubok_get_agent_briefing')!
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const supabase = mockSupabase({
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profile: null,
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company: { name: 'Acme AB', org_number: '556677-8899', entity_type: 'aktiebolag' },
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accountingMethod: 'cash',
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})
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const result = (await tool.execute(
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{},
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'company-1',
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'user-1',
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supabase as never,
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{ type: 'api_key' }
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)) as {
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company: {
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id: string
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name: string | null
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org_number: string | null
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entity_type: string | null
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accounting_method: string | null
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}
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}
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expect(result.company).toEqual({
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id: 'company-1',
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name: 'Acme AB',
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org_number: '556677-8899',
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entity_type: 'aktiebolag',
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accounting_method: 'cash',
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})
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})
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it('always returns the company id even when the company/settings rows are missing', async () => {
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const tool = tools.find((t) => t.name === 'gnubok_get_agent_briefing')!
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const supabase = mockSupabase({ profile: null })
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const result = (await tool.execute(
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{},
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'company-1',
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'user-1',
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supabase as never,
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{ type: 'api_key' }
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)) as {
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company: { id: string; name: string | null; accounting_method: string | null }
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}
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expect(result.company.id).toBe('company-1')
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expect(result.company.name).toBeNull()
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expect(result.company.accounting_method).toBeNull()
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})
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it('returns only the first name (tilltalsnamn) — data minimisation, not the full legal name', async () => {
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const tool = tools.find((t) => t.name === 'gnubok_get_agent_briefing')!
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const supabase = mockSupabase({ profile: null, userFullName: 'Peter Bennet' })
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const result = (await tool.execute(
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{},
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'company-1',
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'user-1',
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supabase as never,
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{ type: 'api_key' }
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)) as { user_name: string | null }
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// GDPR Art.5(1)(c): the surname never enters the LLM prompt.
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expect(result.user_name).toBe('Peter')
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})
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it('treats a blank full_name as no name (null)', async () => {
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const tool = tools.find((t) => t.name === 'gnubok_get_agent_briefing')!
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const supabase = mockSupabase({ profile: null, userFullName: ' ' })
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const result = (await tool.execute(
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{},
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'company-1',
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'user-1',
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supabase as never,
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{ type: 'api_key' }
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)) as { user_name: string | null }
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expect(result.user_name).toBeNull()
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})
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it('returns profile + atom metadata + memory when populated', async () => {
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const tool = tools.find((t) => t.name === 'gnubok_get_agent_briefing')!
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const supabase = mockSupabase({
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profile: {
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profile_summary: 'Du driver Acme AB som IT-konsult …',
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horizontal_atoms: ['horizontal/swedish-vat'],
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vertical_atoms: ['vertical/konsult-it'],
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modifier_atoms: ['modifier/single-shareholder-ab-fmb'],
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},
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atomRows: [
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{ id: 'horizontal/swedish-vat', tier: 'horizontal', title: 'Swedish VAT', description: 'Moms compliance' },
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{ id: 'vertical/konsult-it', tier: 'vertical', title: 'IT-konsult', description: 'SNI 62' },
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{ id: 'modifier/single-shareholder-ab-fmb', tier: 'modifier', title: 'Fåmansbolag', description: 'AB single shareholder' },
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],
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memoryRows: [
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{ id: 'mem-1', kind: 'fact', content: 'Hyresavtal löper t.o.m. 2027', relevance_score: 0.9 },
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{ id: 'mem-2', kind: 'preference', content: 'Föredrar månadsslut den 25:e', relevance_score: 0.7 },
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],
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})
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const result = (await tool.execute(
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{},
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'company-1',
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'user-1',
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supabase as never,
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{ type: 'api_key' }
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)) as {
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profile_summary: string | null
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atoms: Array<{ id: string; tier: string; title: string; description: string }>
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memory: Array<{ id: string; kind: string; content: string; relevance_score: number | null }>
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}
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expect(result.profile_summary).toContain('Acme AB')
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expect(result.atoms).toHaveLength(3)
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expect(result.atoms.map((a) => a.id).sort()).toEqual([
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'horizontal/swedish-vat',
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'modifier/single-shareholder-ab-fmb',
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'vertical/konsult-it',
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])
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expect(result.memory).toHaveLength(2)
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expect(result.memory[0].id).toBe('mem-1') // top-ranked
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expect(result.memory[0].relevance_score).toBe(0.9)
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})
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it('handles profile present but no atoms loaded yet', async () => {
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const tool = tools.find((t) => t.name === 'gnubok_get_agent_briefing')!
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const supabase = mockSupabase({
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profile: {
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profile_summary: 'Composer ran but selected nothing.',
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horizontal_atoms: null,
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vertical_atoms: null,
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modifier_atoms: null,
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},
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})
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const result = (await tool.execute(
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{},
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'company-1',
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'user-1',
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supabase as never,
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{ type: 'api_key' }
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)) as {
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profile_summary: string | null
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atoms: unknown[]
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memory: unknown[]
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}
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expect(result.profile_summary).toBe('Composer ran but selected nothing.')
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expect(result.atoms).toEqual([])
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})
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it('surfaces a structured error if the profile query fails', async () => {
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const tool = tools.find((t) => t.name === 'gnubok_get_agent_briefing')!
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const supabase = mockSupabase({ profile: null, errors: { profile: 'pg-down' } })
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await expect(
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tool.execute({}, 'company-1', 'user-1', supabase as never, { type: 'api_key' })
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).rejects.toThrow(/Failed to load agent profile.*pg-down/)
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})
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it('surfaces a structured error if the memory query fails', async () => {
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const tool = tools.find((t) => t.name === 'gnubok_get_agent_briefing')!
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const supabase = mockSupabase({ profile: null, errors: { memory: 'rls-denied' } })
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await expect(
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tool.execute({}, 'company-1', 'user-1', supabase as never, { type: 'api_key' })
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).rejects.toThrow(/Failed to load agent memory.*rls-denied/)
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})
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})
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