Part 3 of #2185. A user with several imported years concluded the assistant "only reads the period I am standing in". Nothing restricted it: the report tools defaulted to the most recent fiscal period when no period_id was given and then rejected any from_date/to_date/as_of_date outside it, and neither the snapshot nor the chat identity block told the model which years existed or how to address them. - extensions/general/mcp-server/server.ts: resolveReportPeriod takes a date hint; without period_id, a date in the call resolves the fiscal period that contains it (findFiscalPeriodContaining, company-scoped), and a date no period covers fails with the company's span instead of the latest year's bounds. Income statement (from_date or to_date), balance sheet (as_of_date) and dimension P&L (to_date) use it. The range guard is unchanged. No schema change: tools/list sits at its token ceiling. - lib/agent/fiscal-years.ts: one query and one line, "Räkenskapsår (senaste först): ... period_id=<uuid> (senaste|avslutat)", plus the rule on addressing an earlier year, shared by the single-call snapshot and the streaming chat's always-on identity block. - lib/agent/intents/shared-rules.ts and TOOL_RULES: pass that year's period_id, one call per year, and say which räkenskapsår the answer covers. Claude-Session: https://claude.ai/code/session_0179bdetHyofL6ATfQxB5wP5 Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
163 lines
6.2 KiB
TypeScript
163 lines
6.2 KiB
TypeScript
/**
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* Dimensions PR4: gnubok_get_dimension_pnl MCP surface tests.
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*
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* Covers registration (schema conventions + scope map) and the execute path:
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* default-period lookup, explicit period + date-window passthrough, and the
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* sie_dim_no guard. The matrix math itself is covered by the generator's own
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* tests in lib/reports/__tests__/: here generateDimensionPnl is mocked.
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*/
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import { describe, it, expect, vi, beforeEach } from 'vitest'
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import { createQueuedMockSupabase } from '@/tests/helpers'
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import { TOOL_SCOPE_MAP } from '@/lib/auth/api-keys'
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import { generateDimensionPnl } from '@/lib/reports/dimension-pnl'
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import { tools } from '../server'
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vi.mock('@/lib/reports/dimension-pnl', () => ({
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generateDimensionPnl: vi.fn(),
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}))
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const tool = tools.find((t) => t.name === 'gnubok_get_dimension_pnl')!
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const mockGenerate = vi.mocked(generateDimensionPnl)
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function makeReport() {
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return {
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dimension: { sie_dim_no: '6', name: 'Projekt' },
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columns: [
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{ code: 'P001', name: 'Villa Almgren takrenovering' },
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{ code: null, name: null },
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],
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groups: [
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{
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class: 3,
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class_label: '3 Rörelsens inkomster/intäkter',
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rows: [
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{ account_number: '3010', account_name: 'Försäljning', values: [1000, 250], total: 1250 },
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],
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subtotals: [1000, 250],
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subtotal_total: 1250,
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},
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],
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net_per_column: [1000, 250],
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net_total: 1250,
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period: { start: '2026-01-01', end: '2026-12-31' },
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}
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}
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beforeEach(() => {
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vi.clearAllMocks()
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})
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// ── Registration ─────────────────────────────────────────────────────────────
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describe('gnubok_get_dimension_pnl: registration', () => {
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it('is registered, read-only, and mapped to reports:read (unmapped = any key)', () => {
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expect(tool).toBeDefined()
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expect(tool.annotations).toEqual({
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readOnlyHint: true,
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destructiveHint: false,
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idempotentHint: true,
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openWorldHint: false,
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})
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expect(TOOL_SCOPE_MAP.gnubok_get_dimension_pnl).toBe('reports:read')
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})
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it('declares a strict inputSchema and a tight description', () => {
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const input = tool.inputSchema as { additionalProperties?: boolean; required?: string[] }
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expect(input.additionalProperties).toBe(false)
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expect(input.required).toEqual(['sie_dim_no'])
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expect(tool.description.length).toBeLessThanOrEqual(280)
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})
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it('mirrors the DimensionPnlReport contract in its outputSchema', () => {
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const output = tool.outputSchema as { required?: string[]; properties?: Record<string, unknown> }
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expect(output.required).toEqual(['dimension', 'columns', 'groups', 'net_per_column', 'net_total'])
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expect(output.properties?.period).toBeDefined()
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})
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})
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// ── Execute ──────────────────────────────────────────────────────────────────
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describe('gnubok_get_dimension_pnl: execute', () => {
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it('passes an explicit period + date window straight to the generator (no period lookup)', async () => {
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const { supabase } = createQueuedMockSupabase()
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const report = makeReport()
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mockGenerate.mockResolvedValueOnce(report as never)
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const result = await tool.execute(
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{ sie_dim_no: '6', period_id: 'fp-1', to_date: '2026-03-31' },
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'company-1',
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'user-1',
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supabase as never,
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)
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expect(mockGenerate).toHaveBeenCalledWith(supabase, 'company-1', 'fp-1', '6', {
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toDate: '2026-03-31',
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})
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expect(result).toEqual(report)
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// Explicit period_id → no fiscal_periods default lookup.
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expect(supabase.from).not.toHaveBeenCalled()
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})
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it('defaults to the most recent fiscal period when period_id is omitted', async () => {
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const { supabase, enqueue } = createQueuedMockSupabase()
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enqueue({ data: { id: 'fp-latest', name: '2026' }, error: null }) // fiscal_periods lookup
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mockGenerate.mockResolvedValueOnce(makeReport() as never)
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await tool.execute({ sie_dim_no: '1' }, 'company-1', 'user-1', supabase as never)
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expect(supabase.from).toHaveBeenCalledWith('fiscal_periods')
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expect(mockGenerate).toHaveBeenCalledWith(supabase, 'company-1', 'fp-latest', '1', {
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toDate: undefined,
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})
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})
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it('resolves the period that contains to_date when period_id is omitted (#2185)', async () => {
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const { supabase, enqueue, findCalls } = createQueuedMockSupabase()
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enqueue({
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data: { id: 'fp-2023', name: '2023', period_start: '2023-01-01', period_end: '2023-12-31' },
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error: null,
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})
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mockGenerate.mockResolvedValueOnce(makeReport() as never)
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await tool.execute({ sie_dim_no: '6', to_date: '2023-06-30' }, 'company-1', 'user-1', supabase as never)
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expect(findCalls('fiscal_periods', 'lte')).toContainEqual(['period_start', '2023-06-30'])
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expect(mockGenerate).toHaveBeenCalledWith(supabase, 'company-1', 'fp-2023', '6', {
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toDate: '2023-06-30',
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})
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})
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it('errors when no fiscal period exists', async () => {
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const { supabase, enqueue } = createQueuedMockSupabase()
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enqueue({ data: null, error: null })
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await expect(
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tool.execute({ sie_dim_no: '6' }, 'company-1', 'user-1', supabase as never),
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).rejects.toThrow(/No fiscal periods found/)
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expect(mockGenerate).not.toHaveBeenCalled()
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})
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it('rejects a non-numeric sie_dim_no before touching the database', async () => {
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const { supabase } = createQueuedMockSupabase()
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for (const bad of ['projekt', '', '0', '6; drop']) {
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await expect(
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tool.execute({ sie_dim_no: bad }, 'company-1', 'user-1', supabase as never),
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).rejects.toThrow(/positive SIE dimension number/)
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}
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expect(supabase.from).not.toHaveBeenCalled()
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expect(mockGenerate).not.toHaveBeenCalled()
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})
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it('accepts a numeric sie_dim_no by coercing it to string (lenient hosts)', async () => {
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const { supabase } = createQueuedMockSupabase()
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mockGenerate.mockResolvedValueOnce(makeReport() as never)
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await tool.execute({ sie_dim_no: 6, period_id: 'fp-1' }, 'company-1', 'user-1', supabase as never)
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expect(mockGenerate).toHaveBeenCalledWith(supabase, 'company-1', 'fp-1', '6', {
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toDate: undefined,
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})
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})
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})
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