Jakob Wennberg
ff4425d10e
The /chat assistant (audit Option A / rip) shipped in #1759 reading only the company name + entity type, so it answered "jag har ingen bokföringsdata" to every figures question ("vad är min största utgiftspost?"). It now behaves like an MCP client: it answers over a bounded, READ-only tool loop across the same MCP read tools the old streaming assistant had, plus an always-on company snapshot as the backstop. Provider-agnostic by construction, so it still runs on a local model: - lib/ai generateText gains optional `tools` + `maxSteps`. The OpenAI-compatible service forwards them to the Vercel AI SDK (stopWhen: stepCountIs), which runs the loop; the Anthropic-family service hand-rolls a small loop against messages.create. Kept on the raw Anthropic SDK: no new deps, and the no-tools path is byte-identical, so hosted extraction/composer/etc. are unchanged. - lib/agent/ask/ledger-tools.ts: the read slice of general.help's whitelist (income statement, VAT, ledgers, query_journal, reskontror, lists…) from agentToolRegistry, dispatched with the agent_chat actor run-turn uses. Write/ staging + memory-write tools are excluded; readOnlyHint/destructiveHint are re-checked. Empty in a core-only build → snapshot-only, graceful. - lib/agent/ask/snapshot.ts: a compact company_settings + deadlines block so a model that can't/won't call tools still answers status questions. Never carries figures (those come from the live tools). - ask-service attaches tools + snapshot when a userId is present and uses a tool-aware system prompt; the route calls ensureInitialized() so the registry is populated and threads userId/conversationId through. Works on Bedrock and on any local model with function-calling (Qwen). Tests: the anthropic hand-rolled loop (tool call → result → answer, is_error handling, step-budget forced answer), openai tool forwarding, the read-only adapter filter, the snapshot format, and the ask-service wiring. 457 agent+ai tests green, lint/guards clean. Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
77 lines
2.7 KiB
TypeScript
77 lines
2.7 KiB
TypeScript
import type { SupabaseClient } from '@supabase/supabase-js'
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import { getDeadlinesNeedingAttention } from '@/lib/deadlines/status-engine'
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/**
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* A compact, always-on grounding block for the single-call assistant.
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*
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* This is the reliability backstop for the "MCP tools + snapshot" design: it
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* lets a model that does NOT call tools (a weaker local model, or one whose
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* function-calling is off) still answer the standing-status questions from
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* this block alone. It carries the company's standing profile and the
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* deadlines that need attention: it deliberately does NOT carry figures
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* (result, expenses, VAT amounts, transactions), which come from the read
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* tools so they are always live and never stale in a prompt.
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*
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* Company-scoped: reads only this company's own rows. Every part is
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* best-effort: a slow or failing query drops that line, never the answer.
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*/
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function accountingMethodLabel(method: string | null | undefined): string | null {
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if (!method) return null
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const m = method.toLowerCase()
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if (m.includes('cash') || m.includes('kontant')) return 'kontantmetod'
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if (m.includes('accrual') || m.includes('faktura')) return 'fakturametod'
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return method
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}
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export async function buildAssistantSnapshot(
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supabase: SupabaseClient,
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companyId: string,
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): Promise<string> {
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const lines: string[] = []
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try {
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const { data } = await supabase
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.from('company_settings')
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.select('vat_registered, moms_period, accounting_method, pays_salaries')
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.eq('company_id', companyId)
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.maybeSingle()
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const row = data as {
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vat_registered?: boolean | null
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moms_period?: string | null
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accounting_method?: string | null
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pays_salaries?: boolean | null
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} | null
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if (row) {
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const parts: string[] = []
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parts.push(
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row.vat_registered
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? `momsregistrerad${row.moms_period ? ` (momsperiod: ${row.moms_period})` : ''}`
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: 'ej momsregistrerad',
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)
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const method = accountingMethodLabel(row.accounting_method)
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if (method) parts.push(`bokföringsmetod: ${method}`)
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parts.push(row.pays_salaries ? 'betalar löner' : 'betalar inte löner')
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lines.push(`Status: ${parts.join(', ')}.`)
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}
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} catch {
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// best-effort: skip the status line
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}
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try {
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const { overdue, actionNeeded } = await getDeadlinesNeedingAttention(supabase, companyId)
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const soon = [...overdue, ...actionNeeded].slice(0, 6)
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if (soon.length > 0) {
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lines.push(
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`Deadlines som behöver åtgärd: ${soon
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.map((d) => `${d.title} (${d.due_date})`)
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.join('; ')}.`,
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)
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}
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} catch {
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// best-effort: skip the deadlines line
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}
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return lines.join('\n')
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}
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