Files
accounted/extensions/general/mcp-server/__tests__/dimension-pnl-tool.test.ts
T
500806f001 fix(agent): the assistant reaches earlier räkenskapsår: period resolved from dates, years listed in the grounding (#2436)
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>
2026-09-08 21:32:38 +02:00

163 lines
6.2 KiB
TypeScript

/**
* Dimensions PR4: gnubok_get_dimension_pnl MCP surface tests.
*
* Covers registration (schema conventions + scope map) and the execute path:
* default-period lookup, explicit period + date-window passthrough, and the
* sie_dim_no guard. The matrix math itself is covered by the generator's own
* tests in lib/reports/__tests__/: here generateDimensionPnl is mocked.
*/
import { describe, it, expect, vi, beforeEach } from 'vitest'
import { createQueuedMockSupabase } from '@/tests/helpers'
import { TOOL_SCOPE_MAP } from '@/lib/auth/api-keys'
import { generateDimensionPnl } from '@/lib/reports/dimension-pnl'
import { tools } from '../server'
vi.mock('@/lib/reports/dimension-pnl', () => ({
generateDimensionPnl: vi.fn(),
}))
const tool = tools.find((t) => t.name === 'gnubok_get_dimension_pnl')!
const mockGenerate = vi.mocked(generateDimensionPnl)
function makeReport() {
return {
dimension: { sie_dim_no: '6', name: 'Projekt' },
columns: [
{ code: 'P001', name: 'Villa Almgren takrenovering' },
{ code: null, name: null },
],
groups: [
{
class: 3,
class_label: '3 Rörelsens inkomster/intäkter',
rows: [
{ account_number: '3010', account_name: 'Försäljning', values: [1000, 250], total: 1250 },
],
subtotals: [1000, 250],
subtotal_total: 1250,
},
],
net_per_column: [1000, 250],
net_total: 1250,
period: { start: '2026-01-01', end: '2026-12-31' },
}
}
beforeEach(() => {
vi.clearAllMocks()
})
// ── Registration ─────────────────────────────────────────────────────────────
describe('gnubok_get_dimension_pnl: registration', () => {
it('is registered, read-only, and mapped to reports:read (unmapped = any key)', () => {
expect(tool).toBeDefined()
expect(tool.annotations).toEqual({
readOnlyHint: true,
destructiveHint: false,
idempotentHint: true,
openWorldHint: false,
})
expect(TOOL_SCOPE_MAP.gnubok_get_dimension_pnl).toBe('reports:read')
})
it('declares a strict inputSchema and a tight description', () => {
const input = tool.inputSchema as { additionalProperties?: boolean; required?: string[] }
expect(input.additionalProperties).toBe(false)
expect(input.required).toEqual(['sie_dim_no'])
expect(tool.description.length).toBeLessThanOrEqual(280)
})
it('mirrors the DimensionPnlReport contract in its outputSchema', () => {
const output = tool.outputSchema as { required?: string[]; properties?: Record<string, unknown> }
expect(output.required).toEqual(['dimension', 'columns', 'groups', 'net_per_column', 'net_total'])
expect(output.properties?.period).toBeDefined()
})
})
// ── Execute ──────────────────────────────────────────────────────────────────
describe('gnubok_get_dimension_pnl: execute', () => {
it('passes an explicit period + date window straight to the generator (no period lookup)', async () => {
const { supabase } = createQueuedMockSupabase()
const report = makeReport()
mockGenerate.mockResolvedValueOnce(report as never)
const result = await tool.execute(
{ sie_dim_no: '6', period_id: 'fp-1', to_date: '2026-03-31' },
'company-1',
'user-1',
supabase as never,
)
expect(mockGenerate).toHaveBeenCalledWith(supabase, 'company-1', 'fp-1', '6', {
toDate: '2026-03-31',
})
expect(result).toEqual(report)
// Explicit period_id → no fiscal_periods default lookup.
expect(supabase.from).not.toHaveBeenCalled()
})
it('defaults to the most recent fiscal period when period_id is omitted', async () => {
const { supabase, enqueue } = createQueuedMockSupabase()
enqueue({ data: { id: 'fp-latest', name: '2026' }, error: null }) // fiscal_periods lookup
mockGenerate.mockResolvedValueOnce(makeReport() as never)
await tool.execute({ sie_dim_no: '1' }, 'company-1', 'user-1', supabase as never)
expect(supabase.from).toHaveBeenCalledWith('fiscal_periods')
expect(mockGenerate).toHaveBeenCalledWith(supabase, 'company-1', 'fp-latest', '1', {
toDate: undefined,
})
})
it('resolves the period that contains to_date when period_id is omitted (#2185)', async () => {
const { supabase, enqueue, findCalls } = createQueuedMockSupabase()
enqueue({
data: { id: 'fp-2023', name: '2023', period_start: '2023-01-01', period_end: '2023-12-31' },
error: null,
})
mockGenerate.mockResolvedValueOnce(makeReport() as never)
await tool.execute({ sie_dim_no: '6', to_date: '2023-06-30' }, 'company-1', 'user-1', supabase as never)
expect(findCalls('fiscal_periods', 'lte')).toContainEqual(['period_start', '2023-06-30'])
expect(mockGenerate).toHaveBeenCalledWith(supabase, 'company-1', 'fp-2023', '6', {
toDate: '2023-06-30',
})
})
it('errors when no fiscal period exists', async () => {
const { supabase, enqueue } = createQueuedMockSupabase()
enqueue({ data: null, error: null })
await expect(
tool.execute({ sie_dim_no: '6' }, 'company-1', 'user-1', supabase as never),
).rejects.toThrow(/No fiscal periods found/)
expect(mockGenerate).not.toHaveBeenCalled()
})
it('rejects a non-numeric sie_dim_no before touching the database', async () => {
const { supabase } = createQueuedMockSupabase()
for (const bad of ['projekt', '', '0', '6; drop']) {
await expect(
tool.execute({ sie_dim_no: bad }, 'company-1', 'user-1', supabase as never),
).rejects.toThrow(/positive SIE dimension number/)
}
expect(supabase.from).not.toHaveBeenCalled()
expect(mockGenerate).not.toHaveBeenCalled()
})
it('accepts a numeric sie_dim_no by coercing it to string (lenient hosts)', async () => {
const { supabase } = createQueuedMockSupabase()
mockGenerate.mockResolvedValueOnce(makeReport() as never)
await tool.execute({ sie_dim_no: 6, period_id: 'fp-1' }, 'company-1', 'user-1', supabase as never)
expect(mockGenerate).toHaveBeenCalledWith(supabase, 'company-1', 'fp-1', '6', {
toDate: undefined,
})
})
})