@lerianstudio/matcher-mcp 4.5.0-beta.36 → 5.0.0-beta.10

package/dist/copilot/system-prompt.js

@@ -72,8 +72,26 @@ step until the resource is actually usable, and tell the operator exactly what \
 still remains. Never leave them with a broken half-created shell. Do not decide \
 the next step from memory — after each proposal is applied, call the \
 getSetupProgress read tool for that context and propose the action its \`next\` \
-field names (the operationId, path, and required fields it returns); when \
-\`next\` is null the context is ready.
+field names (the operationId, path, and required fields it returns); gate on \
+\`readiness.ready\`, never on \`next\` being null — a null \`next\` can still mean \
+unready (the backend has no action to name for an unmapped gap), so only \
+\`readiness.ready\` being true means the context is actually ready.
+- \`readiness.missing[]\` names each gap using one of six \
+stable identifiers: context.activation.requirement.left-source (no LEFT \
+source yet), context.activation.requirement.right-source (no RIGHT source \
+yet), context.activation.requirement.source-mapping (a source still needs a \
+field map), context.activation.requirement.match-rule (no match rule yet), \
+context.activation.requirement.fee-rule (fee normalization is on but no fee \
+rule exists), and context.activation.requirement.unknown (a setup step \
+outside those five — treat it as "there is still a general setup step \
+remaining" with no specific resource named). \`next.requirementId\` only ever \
+names one of the first five, the actionable ones, never the unknown \
+identifier: an unmapped gap gives the backend no action to name, which is \
+exactly how \`next\` can be null while the context is still unready. These \
+identifiers are for YOU to \
+route on, never for the operator to read: translate the one you see into plain \
+language about what is missing and never paste the raw identifier into your \
+reply.
 - The reconciliation context is the primary example. A bare context is a DRAFT \
 that cannot ingest, match, or report: to be usable it needs at least one LEFT \
 source AND one RIGHT source, a field map for every source, and at least one \
@@ -119,6 +137,19 @@ explain what the mapping does.
 entries, or ingest data — you have no tools for those. If the operator asks, \
 explain what you found and what they would need to do; do not claim to have done \
 it.
+- A failed tool call is a CODED REFUSAL: the tool result carries a matcher \
+\`status\`, \`code\`, and often a \`detail\` sentence. Explain it to the operator in \
+the language they are writing to you in, not by default in English. Always keep \
+the wire \`code\` visible in your answer, exactly as returned — never rename, \
+drop, or invent one, so support can still correlate it with server logs. \
+Translate the \`detail\` the tool actually returned into their language \
+faithfully; never add a cause, a fix, or a fact the tool result did not state. If \
+the result has no usable \`detail\` (blank or absent), say plainly that the \
+request failed and give the \`status\`/\`code\` you do have — never invent an \
+explanation to fill the gap. A 401 or 403 refusal stays SHORT: state in one \
+sentence that the operator is not authorized to do this, and do not speculate \
+about which permission, role, or policy is missing — the tool result does not \
+tell you that, and guessing would be fabrication.
 - Be concise and precise. Prefer exact figures from tool results over vague \
 descriptions. Cite the reconciliation context when it matters.
 

package/dist/copilot/system-prompt.js.map

@@ -1 +1 @@
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+{"version":3,"file":"system-prompt.js","sourceRoot":"","sources":["../../src/copilot/system-prompt.ts"],"names":[],"mappings":"AAAA,2DAA2D;AAC3D,EAAE;AACF,4EAA4E;AAC5E,yEAAyE;AACzE,wEAAwE;AACxE,+EAA+E;AAC/E,4EAA4E;AAC5E,2EAA2E;AAC3E,aAAa;AACb,EAAE;AACF,4EAA4E;AAC5E,6EAA6E;AAC7E,8EAA8E;AAC9E,+CAA+C;AAC/C,EAAE;AACF,6EAA6E;AAC7E,qEAAqE;AACrE,EAAE;AACF,8EAA8E;AAC9E,8EAA8E;AAC9E,gFAAgF;AAChF,6EAA6E;AAC7E,0EAA0E;AAC1E,8EAA8E;AAC9E,8EAA8E;AAC9E,4EAA4E;AAa5E,MAAM,WAAW,GAAG;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;iEAwP6C,CAAA;AAEjE;;;GAGG;AACH,MAAM,UAAU,iBAAiB;IAC/B,OAAO,WAAW,CAAA;AACpB,CAAC"}

package/dist/spec/openapi.yaml

@@ -341,6 +341,11 @@ components:
           examples:
             - a1b2c3d4-5678-90ab-cdef-1234567890ab
           type: string
+        testable:
+          description: Whether Matcher can run a connectivity test for this connection's aggregator vendor
+          examples:
+            - true
+          type: boolean
         vendor:
           description: Aggregator vendor the connection is bound to
           enum:
@@ -355,6 +360,7 @@ components:
         - configName
         - baseUrl
         - accountRef
+        - testable
       type: object
     AggregatorConnectionListResponse:
       additionalProperties: false
@@ -878,6 +884,11 @@ components:
     BulkFailure:
       additionalProperties: false
       properties:
+        code:
+          description: Stable product error code for this row, when the failure has one
+          examples:
+            - MTCH-0514
+          type: string
         error:
           description: Human-readable reason the exception could not be processed
           examples:
@@ -1795,7 +1806,7 @@ components:
       properties:
         config:
           additionalProperties: {}
-          description: Source-specific configuration object (connection and parsing settings). Optional; defaults to an empty object when omitted.
+          description: "Source-specific configuration object (connection and parsing settings). Optional; defaults to an empty object when omitted. Reserved key duplicate_key: the ordered list of mapped fields that make two rows the same row — any of external_id, amount, currency, date, description, fee_amount, fee_currency. Omit it and rows are deduplicated on external_id alone. A field this source's field map does not fill is refused, because a key over a field that is always empty makes every row a duplicate of every other. A source bound to an aggregator connection (reserved key connection_config_name) cannot carry a duplicate key of its own: the aggregator retracts a movement by naming its external id, so that id has to stay this source's row identity. A config holding both is refused in either direction — drop duplicate_key from a bound source, or disconnect the aggregator connection first. Reserved read-only key duplicate_key_changed_at: the RFC 3339 moment duplicate-key detection last changed meaning on this source, set by the server; a value sent by a client is discarded. It moves for either change that re-keys future rows — editing duplicate_key, or the field map remapping the column a declared field reads (a source keyed on description whose description column moves derives a different key for the same movement). Reserved key duplicate_policy: what happens to a row repeating the duplicate key — FLAG_AS_EXCEPTION (the default: the repeat is kept out of the import and raised as a duplicate exception on the row it repeated), KEEP_FIRST (the repeat is dropped and nothing is raised), or REJECT (the repeat is counted as an import error). Changing duplicate_key governs later imports only — rows already imported keep the key they were deduplicated under."
           type: object
         mapping:
           additionalProperties: {}
@@ -2225,7 +2236,7 @@ components:
       properties:
         config:
           additionalProperties: {}
-          description: Source-specific configuration object (connection and parsing settings). Optional; defaults to an empty object when omitted.
+          description: "Source-specific configuration object (connection and parsing settings). Optional; defaults to an empty object when omitted. Reserved key duplicate_key: the ordered list of mapped fields that make two rows the same row — any of external_id, amount, currency, date, description, fee_amount, fee_currency. Omit it and rows are deduplicated on external_id alone. A field this source's field map does not fill is refused, because a key over a field that is always empty makes every row a duplicate of every other. A source bound to an aggregator connection (reserved key connection_config_name) cannot carry a duplicate key of its own: the aggregator retracts a movement by naming its external id, so that id has to stay this source's row identity. A config holding both is refused in either direction — drop duplicate_key from a bound source, or disconnect the aggregator connection first. Reserved read-only key duplicate_key_changed_at: the RFC 3339 moment duplicate-key detection last changed meaning on this source, set by the server; a value sent by a client is discarded. It moves for either change that re-keys future rows — editing duplicate_key, or the field map remapping the column a declared field reads (a source keyed on description whose description column moves derives a different key for the same movement). Reserved key duplicate_policy: what happens to a row repeating the duplicate key — FLAG_AS_EXCEPTION (the default: the repeat is kept out of the import and raised as a duplicate exception on the row it repeated), KEEP_FIRST (the repeat is dropped and nothing is raised), or REJECT (the repeat is counted as an import error). Changing duplicate_key governs later imports only — rows already imported keep the key they were deduplicated under."
           type: object
         name:
           description: Human-readable name of the source.
@@ -3449,7 +3460,7 @@ components:
             - "2025-01-15T10:30:00Z"
           type: string
         usedByContexts:
-          description: Number of distinct contexts whose fee rules reference this schedule. Computed at read time from fee_rules (never persisted).
+          description: Number of distinct contexts whose fee rules reference this schedule. Computed at read time from the fee rules that reference this schedule (never persisted).
           examples:
             - 2
           format: int64
@@ -3966,6 +3977,11 @@ components:
             - "2025-01-15T00:00:00Z"
           format: date-time
           type: string
+        dedupeKey:
+          description: "Read-only: the duplicate-key value this row was imported under, derived from the source's duplicate key declaration at import time. A source can change that declaration later, so this is the only place that says which identity THIS row carries. Prefixed v1 when the key spells out the fields it was derived from, v1h when those fields were hashed because the spelled-out key was too long to index."
+          examples:
+            - v1|external_id=9:TXN-12345
+          type: string
         description:
           description: Free-text description carried from the source
           examples:
@@ -4014,6 +4030,7 @@ components:
         - sourceId
         - contextId
         - externalId
+        - dedupeKey
         - amount
         - currency
         - date
@@ -4048,17 +4065,17 @@ components:
           format: date-time
           type: string
         diagnosis:
-          description: Safe one-line diagnosis for a FAILED job (dialect diagnosis, rate-policy message, or generic safe message); empty for partial completed-with-errors jobs — internal error detail is never surfaced here
+          description: Safe one-line diagnosis of anything the parser found worth reporting about the file (dialect mismatch, degraded settlement re-join, zero-detail file), the rate-policy message for policy-FAILED jobs, or a generic safe message for other FAILED jobs. Present on COMPLETED jobs too, including ones with zero failed rows; empty when there is nothing to report — internal error detail is never surfaced here
           examples:
             - file appears semicolon-delimited but the source declares comma; declare delimiter semicolon in the source dialect
           type: string
         droppedDuplicateReason:
-          description: "Display-only explanation of why droppedDuplicateRows rows were dropped: names the (source, external_id) collapsing key and the field mapping to check so the count does not read as silent data loss. Empty unless droppedDuplicateRows > 0"
+          description: "Display-only explanation of why droppedDuplicateRows rows were kept out of the import: names the source's duplicate key as the identity that collided, says the repeats were attached as exceptions to the rows they repeated when the job flagged any (repeats of one row share one exception, so the queue holds one item per repeated row), and names the repeats that raised nothing when fewer were flagged than dropped, so the count does not read as silent data loss and the customer is sent to the configuration that decides it. Empty unless droppedDuplicateRows > 0"
           examples:
-            - Rows repeated a (source, external_id) key already present in this source and were dropped as duplicates. If unexpected, verify the field mapped to external_id is unique per row (a coarse or truncated mapping collapses distinct rows onto one key).
+            - "Rows repeated the duplicate key this source deduplicates on and were kept out of the import. This source flags duplicates, so each repeat whose original was found was attached to that original as a duplicate exception in the exceptions queue. Repeats of the same original share one exception, so the queue holds one item per repeated row, not one per repeat. The rest found no imported row to attach to (another import of this source may still have been in progress), so no exception was raised for them and they are not in the queue: re-upload those rows once every import of this source has finished. If unexpected, review the source's duplicate key and the fields it names (a coarse or truncated mapping collapses distinct rows onto one key)."
           type: string
         droppedDuplicateRows:
-          description: Number of rows dropped as duplicates under the keep-first policy (same external_id within the upload or already persisted)
+          description: Number of rows kept out of the import as duplicates (rows repeating the source's duplicate key within the upload or already persisted); see flaggedDuplicateRows for how many were also raised as exceptions
           examples:
             - 60
           format: int64
@@ -4085,7 +4102,7 @@ components:
             - transactions_2024.csv
           type: string
         flaggedDuplicateRows:
-          description: Number of dropped duplicates flagged as DUPLICATE_TRANSACTION exceptions under the FLAG_AS_EXCEPTION duplicate policy (subset of droppedDuplicateRows)
+          description: "Number of dropped duplicate ROWS raised as DUPLICATE_TRANSACTION exceptions on the transaction they repeated, under the FLAG_AS_EXCEPTION duplicate policy — the default (subset of droppedDuplicateRows). Not a queue-item count: repeats of the same transaction share one exception, which carries how many times it was repeated"
           examples:
             - 15
           format: int64
@@ -6030,7 +6047,7 @@ components:
           type: string
         config:
           additionalProperties: {}
-          description: Source-specific configuration object (connection and parsing settings).
+          description: Source-specific configuration object (connection and parsing settings). duplicate_key holds the ordered list of mapped fields that make two rows the same row; absent means rows are deduplicated on external_id alone. duplicate_key_changed_at is the server-set RFC 3339 moment duplicate-key detection last changed meaning on this source — either that list changing, or the field map remapping the column a declared field reads; rows imported before it keep the key they were deduplicated under.
           type: object
         contextId:
           description: Identifier of the context this source belongs to.
@@ -6667,19 +6684,9 @@ components:
     SetupProgressNextResponse:
       additionalProperties: false
       properties:
-        action:
-          description: Stable semantic label of the action.
-          enum:
-            - add_left_source
-            - add_right_source
-            - add_field_map
-            - add_match_rule
-          examples:
-            - add_left_source
-          type: string
         forSource:
           $ref: "#/components/schemas/SetupProgressSourceRef"
-          description: Source the action targets; set only for the field_maps action, naming the unmapped source.
+          description: Source the action targets; set only for the source-mapping action, naming the unmapped source.
         method:
           description: HTTP method of the create endpoint.
           examples:
@@ -6706,19 +6713,19 @@ components:
           type:
             - array
             - "null"
-        slug:
-          description: Readiness slug this action satisfies.
+        requirementId:
+          description: Public activation-requirement identifier this action satisfies.
           enum:
-            - sources_left
-            - sources_right
-            - field_maps
-            - match_rules
+            - context.activation.requirement.left-source
+            - context.activation.requirement.right-source
+            - context.activation.requirement.source-mapping
+            - context.activation.requirement.match-rule
+            - context.activation.requirement.fee-rule
           examples:
-            - sources_left
+            - context.activation.requirement.left-source
           type: string
       required:
-        - slug
-        - action
+        - requirementId
         - operationId
         - method
         - path
@@ -6728,11 +6735,18 @@ components:
       additionalProperties: false
       properties:
         missing:
-          description: Stable slugs of missing requirements (sources_left, sources_right, field_maps, match_rules); empty when ready.
+          description: Stable identifiers of missing activation requirements; empty when ready.
           examples:
-            - - sources_left
-              - match_rules
+            - - context.activation.requirement.left-source
+              - context.activation.requirement.match-rule
           items:
+            enum:
+              - context.activation.requirement.left-source
+              - context.activation.requirement.right-source
+              - context.activation.requirement.source-mapping
+              - context.activation.requirement.match-rule
+              - context.activation.requirement.fee-rule
+              - context.activation.requirement.unknown
             type: string
           type:
             - array
@@ -7359,7 +7373,7 @@ components:
           type: string
         config:
           additionalProperties: {}
-          description: Source-specific configuration object (connection and parsing settings).
+          description: Source-specific configuration object (connection and parsing settings). duplicate_key holds the ordered list of mapped fields that make two rows the same row; absent means rows are deduplicated on external_id alone. duplicate_key_changed_at is the server-set RFC 3339 moment duplicate-key detection last changed meaning on this source — either that list changing, or the field map remapping the column a declared field reads; rows imported before it keep the key they were deduplicated under.
           type: object
         contextId:
           description: Identifier of the context this source belongs to.
@@ -7577,16 +7591,7 @@ components:
             - pluggy-main
           minLength: 1
           type: string
-        vendor:
-          description: "Aggregator vendor: pluggy or belvo"
-          enum:
-            - pluggy
-            - belvo
-          examples:
-            - pluggy
-          type: string
       required:
-        - vendor
         - configName
       type: object
     TestAggregatorConnectionResponse:
@@ -7671,6 +7676,11 @@ components:
             - "2025-01-15T00:00:00Z"
           format: date-time
           type: string
+        dedupeKey:
+          description: "Read-only: the duplicate-key value this row was imported under, derived from the source's duplicate key declaration at import time. A source can change that declaration later, so this is the only place that says which identity THIS row carries. Prefixed v1 when the key spells out the fields it was derived from, v1h when those fields were hashed because the spelled-out key was too long to index."
+          examples:
+            - v1|external_id=9:TXN-12345
+          type: string
         description:
           description: Free-text description carried from the source
           examples:
@@ -7719,6 +7729,7 @@ components:
         - sourceId
         - contextId
         - externalId
+        - dedupeKey
         - amount
         - currency
         - date
@@ -8105,7 +8116,7 @@ components:
       properties:
         config:
           additionalProperties: {}
-          description: Source-specific configuration object (connection and parsing settings).
+          description: "Source-specific configuration object (connection and parsing settings). Reserved key duplicate_key: the ordered list of mapped fields that make two rows the same row — any of external_id, amount, currency, date, description, fee_amount, fee_currency. Send it empty of that key and rows are deduplicated on external_id alone. A field this source's field map does not fill is refused, because a key over a field that is always empty makes every row a duplicate of every other. A source bound to an aggregator connection (reserved key connection_config_name) cannot carry a duplicate key of its own: the aggregator retracts a movement by naming its external id, so that id has to stay this source's row identity. A config holding both is refused in either direction — drop duplicate_key from a bound source, or disconnect the aggregator connection first. Editing duplicate_key is allowed at any time and governs later imports only: rows already imported keep the key they were deduplicated under, and a duplicate straddling the change is knowingly not detected. Reserved read-only key duplicate_key_changed_at: the RFC 3339 moment duplicate-key detection last changed meaning on this source, set by the server; a value sent by a client is discarded. It moves for either change that re-keys future rows — editing duplicate_key, or the field map remapping the column a declared field reads (a source keyed on description whose description column moves derives a different key for the same movement). Reserved key duplicate_policy: what happens to a row repeating the duplicate key — FLAG_AS_EXCEPTION (the default: the repeat is kept out of the import and raised as a duplicate exception on the row it repeated), KEEP_FIRST (the repeat is dropped and nothing is raised), or REJECT (the repeat is counted as an import error)."
           type: object
         name:
           description: New human-readable name of the source.
@@ -8789,6 +8800,24 @@ paths:
               schema:
                 $ref: "#/components/schemas/ReconciliationContextResponse"
           description: OK
+        "409":
+          content:
+            application/problem+json:
+              examples:
+                activationNotReady:
+                  summary: Missing a right-side source and a match rule.
+                  value:
+                    type: https://errors.lerian.studio/v1/MTCH-0103
+                    title: Conflict
+                    status: 409
+                    detail: context is not ready for activation; call GET setup-progress for the missing requirements
+                    errors:
+                      - location: context.activation.requirement.right-source
+                      - location: context.activation.requirement.match-rule
+                    code: MTCH-0103
+              schema:
+                $ref: "#/components/schemas/Detail"
+          description: Context activation is blocked by an invalid transition, a duplicate name, an archived context, or missing activation requirements.
         default:
           content:
             application/problem+json:
@@ -10064,7 +10093,7 @@ paths:
       tags:
         - Configuration
     post:
-      description: "Creates a field map for a source within a context. Mapping keys form a closed vocabulary: required keys are external_id, amount, currency, date; optional keys are description, fee_amount, fee_currency. Values name source columns and must be non-empty strings."
+      description: "Creates a field map for a source within a context. A source holds at most one field map: creating a second is rejected with a 409 carrying the configuration has-field-map code, and the caller should update the existing map instead. Mapping keys form a closed vocabulary: required keys are external_id, amount, currency, date; optional keys are description, fee_amount, fee_currency. Values name source columns and must be non-empty strings."
       operationId: createFieldMap
       parameters:
         - description: Context ID
@@ -10144,7 +10173,7 @@ paths:
         - Configuration
   /v1/discovery/aggregator-connections:
     get:
-      description: "Returns a cursor-paginated list of the tenant's Open-Finance data-aggregator (Pluggy/Belvo) connections, ordered by config name. The list is secret-free by construction: no credential material (clientId/secret/ciphertext) is ever returned."
+      description: "Returns a cursor-paginated list of the tenant's Open-Finance data-aggregator (Pluggy/Belvo) connections, ordered by config name. The list is secret-free by construction: no credential material (clientId/secret/ciphertext) is ever returned. Each row carries `testable`, derived from the stored vendor, so a client knows whether the connectivity-test action can run at all without keeping its own vendor list."
       operationId: listAggregatorConnections
       parameters:
         - description: Maximum number of records to return
@@ -10212,7 +10241,7 @@ paths:
         - Discovery
   /v1/discovery/aggregator-connections/test:
     post:
-      description: "Runs a live connectivity check for an existing Open-Finance data-aggregator (Pluggy/Belvo) connection using its already-sealed credential, addressed by (vendor, configName). No credential is supplied or returned: the result is the secret-free boolean health of the connection."
+      description: "Runs a live connectivity check for an existing Open-Finance data-aggregator (Pluggy/Belvo) connection using its already-sealed credential, addressed by configName. The vendor is read from the stored connection, not from the request. No credential is supplied or returned: the result is the secret-free boolean health of the connection. Two refusals are deliberately distinct: a config name matching no connection is 404 MTCH-0005, while a connection whose stored vendor Matcher has no test path for yet (Belvo today) is 422 MTCH-0210 and no test runs. The list endpoint's per-connection `testable` flag tells a client which is which before it offers the action."
       operationId: testAggregatorConnection
       requestBody:
         content:
@@ -12478,6 +12507,30 @@ paths:
       responses:
         "204":
           description: No Content
+        "409":
+          content:
+            application/problem+json:
+              examples:
+                feeScheduleInUse:
+                  summary: Two contexts still reference this schedule's fee rules.
+                  value:
+                    type: https://errors.lerian.studio/v1/MTCH-0108
+                    title: Conflict
+                    status: 409
+                    detail: This fee schedule is still referenced by fee rules; nothing was deleted. Remove the referencing fee rules, then retry the deletion.
+                    errors:
+                      - location: fee-schedule.delete.blocking-contexts
+                        value:
+                          references:
+                            - id: 11111111-1111-1111-1111-111111111111
+                              name: US Card Settlements
+                            - id: 22222222-2222-2222-2222-222222222222
+                              name: EU Card Settlements
+                          count: 2
+                    code: MTCH-0108
+              schema:
+                $ref: "#/components/schemas/Detail"
+          description: Fee schedule is still referenced by fee rules or variance history.
         default:
           content:
             application/problem+json:

package/dist/tools/context/index.js

@@ -11,9 +11,10 @@
 // field.
 //
 // `context_setup_progress` (F3 fix) reports activation/upload prerequisites —
-// configured-resource counts and the stable missing-requirement slugs — so an
-// operator can check readiness before attempting `context_update
-// status=ACTIVE` instead of discovering the gate via a 409.
+// configured-resource counts and the stable missing-requirement identifiers
+// (context.activation.requirement.*) — so an operator can check readiness
+// before attempting `context_update status=ACTIVE` instead of discovering the
+// gate via a 409.
 import { registerContextArchiveTool } from './archive.js';
 import { registerContextCreateTool } from './create.js';
 import { registerContextGetTool } from './get.js';

package/dist/tools/context/index.js.map

@@ -1 +1 @@
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package/dist/tools/context/next-step.js

@@ -44,13 +44,19 @@ export function registerContextNextStepTool(server) {
             'its readiness gate. Provide contextId (UUID path param, not a tenant ' +
             'field). Returns { ready, next, thenCall }: ready is true only when the ' +
             'context satisfies every activation requirement; next is the exact ' +
-            'action to take (slug, action, operationId, method, path, requiredFields ' +
-            '— field NAMES only, never values; you supply the values), or null when ' +
-            'ready; thenCall instructs you to apply next and call next_step again ' +
-            'with the same contextId, repeating until ready is true (null when ' +
-            'ready). Prefer this over context_setup_progress when you just need the ' +
-            'next action to advance setup. Returns a structured RFC 9457 error on ' +
-            'failure (e.g. 404 if the context does not exist or is not yours).',
+            'action to take (requirementId — one of the FIVE public ' +
+            'context.activation.requirement.* identifiers: left-source, ' +
+            'right-source, source-mapping, match-rule, fee-rule; the sixth, ' +
+            'context.activation.requirement.unknown, never reaches next — the ' +
+            "backend returns a null next for an unmapped slug — it appears only in " +
+            'context_setup_progress readiness.missing[]; operationId, method, ' +
+            'path, requiredFields — field NAMES only, never values; you supply the ' +
+            'values), or null when ready; thenCall instructs you to apply next and ' +
+            'call next_step again with the same contextId, repeating until ready is ' +
+            'true (null when ready). Prefer this over context_setup_progress when ' +
+            'you just need the next action to advance setup. Returns a structured ' +
+            'RFC 9457 error on failure (e.g. 404 if the context does not exist or ' +
+            'is not yours).',
         inputSchema: nextStepInputShape,
     }, async (args, extra) => {
         let client;

package/dist/tools/context/next-step.js.map

@@ -1 +1 @@
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package/dist/tools/context/setup-progress.js

@@ -6,9 +6,9 @@
 // + match rules to already exist (the readiness gate). Before this tool, an
 // operator only discovered the gate by hitting a 403/409. This tool reports
 // the SAME aggregate state matcher's readiness gate checks — configured-
-// resource counts, last-run state, and the stable missing-requirement slugs —
-// in one request, so an operator-driving LLM can check readiness BEFORE
-// attempting activation instead of after failing it.
+// resource counts, last-run state, and the stable missing-requirement
+// identifiers — in one request, so an operator-driving LLM can check
+// readiness BEFORE attempting activation instead of after failing it.
 //
 // contextId is the only input (a UUID path param); no tenant field is
 // accepted (matcher scopes to the relayed token's tenant).
@@ -43,11 +43,17 @@ export function registerContextSetupProgressTool(server) {
             'schedules { total }; lastRun (id/status/completedAt of the most ' +
             'recent match run, or null if it never ran); and readiness ' +
             '{ ready, missing[] } — ready is true only when every requirement is ' +
-            'met, and missing[] names the stable gaps using the SAME slugs ' +
-            '(sources_left, sources_right, field_maps, match_rules) the 409 ' +
-            'activation-rejection payload uses. Returns a structured RFC 9457 ' +
-            'error on failure (e.g. 404 if the context does not exist or is not ' +
-            'yours).',
+            'met, and missing[] names the stable gaps. The 409 activation ' +
+            'rejection itself carries NO requirement detail — it is deliberately ' +
+            'generic — so this is where to read the identifiers: ' +
+            'context.activation.requirement.left-source, ' +
+            'context.activation.requirement.right-source, ' +
+            'context.activation.requirement.source-mapping, ' +
+            'context.activation.requirement.match-rule, ' +
+            'context.activation.requirement.fee-rule, or ' +
+            'context.activation.requirement.unknown. Returns a structured RFC ' +
+            '9457 error on failure (e.g. 404 if the context does not exist or is ' +
+            'not yours).',
         inputSchema: getContextSetupProgressInputShape,
     }, async (args, extra) => {
         return dispatchContext({ method: 'GET', path: contextSetupProgressPath(args.contextId) }, extra);

package/dist/tools/context/setup-progress.js.map

@@ -1 +1 @@
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+{"version":3,"file":"setup-progress.js","sourceRoot":"","sources":["../../../src/tools/context/setup-progress.ts"],"names":[],"mappings":"AAAA,kFAAkF;AAClF,EAAE;AACF,4EAA4E;AAC5E,0EAA0E;AAC1E,+EAA+E;AAC/E,4EAA4E;AAC5E,4EAA4E;AAC5E,yEAAyE;AACzE,sEAAsE;AACtE,qEAAqE;AACrE,sEAAsE;AACtE,EAAE;AACF,sEAAsE;AACtE,2DAA2D;AAE3D,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAA;AAIvB,OAAO,EAAE,WAAW,EAAE,eAAe,EAAE,MAAM,aAAa,CAAA;AAE1D,uDAAuD;AACvD,MAAM,UAAU,wBAAwB,CAAC,SAAiB;IACxD,OAAO,GAAG,WAAW,CAAC,SAAS,CAAC,iBAAiB,CAAA;AACnD,CAAC;AAED,8EAA8E;AAC9E,MAAM,CAAC,MAAM,iCAAiC,GAAG;IAC/C,SAAS,EAAE,CAAC;SACT,MAAM,EAAE;SACR,GAAG,CAAC,CAAC,CAAC;SACN,QAAQ,CAAC,mEAAmE,CAAC;CACjF,CAAA;AAOD;;;;GAIG;AACH,MAAM,UAAU,gCAAgC,CAAC,MAAiB;IAChE,MAAM,CAAC,YAAY,CACjB,wBAAwB,EACxB;QACE,WAAW,EACT,mEAAmE;YACnE,uEAAuE;YACvE,sEAAsE;YACtE,oEAAoE;YACpE,sEAAsE;YACtE,qEAAqE;YACrE,sEAAsE;YACtE,+DAA+D;YAC/D,kEAAkE;YAClE,4DAA4D;YAC5D,sEAAsE;YACtE,+DAA+D;YAC/D,sEAAsE;YACtE,sDAAsD;YACtD,8CAA8C;YAC9C,+CAA+C;YAC/C,iDAAiD;YACjD,6CAA6C;YAC7C,8CAA8C;YAC9C,mEAAmE;YACnE,sEAAsE;YACtE,aAAa;QACf,WAAW,EAAE,iCAAiC;KAC/C,EACD,KAAK,EAAE,IAAI,EAAE,KAAK,EAAE,EAAE;QACpB,OAAO,eAAe,CACpB,EAAE,MAAM,EAAE,KAAK,EAAE,IAAI,EAAE,wBAAwB,CAAC,IAAI,CAAC,SAAS,CAAC,EAAE,EACjE,KAAK,CACN,CAAA;IACH,CAAC,CACF,CAAA;AACH,CAAC"}

package/dist/tools/field-map/create.js

@@ -48,8 +48,10 @@ export function registerFieldMapCreateTool(server) {
             'required/optional keys and the critical external_id join-key rule). ' +
             "A source must be mapped (or be self-mapping, e.g. camt053) before a " +
             'context can be activated — see context_setup_progress to check ' +
-            'readiness. Returns the created field map, or a structured RFC 9457 ' +
-            'error naming every invalid/missing/unknown key.',
+            'readiness. A source holds at most ONE field map: posting a second is ' +
+            'refused with a 409 conflict, so use field_map_update to change the ' +
+            'mapping a source already has. Returns the created field map, or a ' +
+            'structured RFC 9457 error naming every invalid/missing/unknown key.',
         inputSchema: createFieldMapInputShape,
     }, async (args, extra) => {
         return dispatchFieldMap({

package/dist/tools/field-map/create.js.map

@@ -1 +1 @@
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package/dist/tools/field-map/delete.js

@@ -5,7 +5,8 @@
 // scopes to the relayed token's tenant). A 204 response surfaces as `null`
 // (see dispatchFieldMap), matching the other curated families' delete
 // behavior. Deleting a source's only field map will reopen the
-// `field_maps` readiness gap reported by context_setup_progress.
+// context.activation.requirement.source-mapping readiness gap reported by
+// context_setup_progress.
 import { z } from 'zod';
 import { dispatchFieldMap, fieldMapPath } from './shared.js';
 /** Zod raw shape for `field_map_delete` input — just the flat id. */
@@ -23,8 +24,9 @@ export const deleteFieldMapInputShape = {
 export function registerFieldMapDeleteTool(server) {
     server.registerTool('field_map_delete', {
         description: 'Delete a field map by id (UUID path param, not a tenant field). ' +
-            "Removing a source's only field map reopens the field_maps " +
-            'activation-readiness gap (see context_setup_progress) and an ACTIVE ' +
+            "Removing a source's only field map reopens the " +
+            'context.activation.requirement.source-mapping activation-readiness ' +
+            'gap (see context_setup_progress) and an ACTIVE ' +
             "context's matching/ingestion against that source will be affected. " +
             'Returns null on success (204), or a structured RFC 9457 error.',
         inputSchema: deleteFieldMapInputShape,

package/dist/tools/field-map/delete.js.map

@@ -1 +1 @@
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+{"version":3,"file":"delete.js","sourceRoot":"","sources":["../../../src/tools/field-map/delete.ts"],"names":[],"mappings":"AAAA,mEAAmE;AACnE,EAAE;AACF,4EAA4E;AAC5E,8EAA8E;AAC9E,2EAA2E;AAC3E,sEAAsE;AACtE,+DAA+D;AAC/D,0EAA0E;AAC1E,0BAA0B;AAE1B,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAA;AAIvB,OAAO,EAAE,gBAAgB,EAAE,YAAY,EAAE,MAAM,aAAa,CAAA;AAE5D,qEAAqE;AACrE,MAAM,CAAC,MAAM,wBAAwB,GAAG;IACtC,UAAU,EAAE,CAAC;SACV,MAAM,EAAE;SACR,GAAG,CAAC,CAAC,CAAC;SACN,QAAQ,CAAC,oCAAoC,CAAC;CAClD,CAAA;AAOD;;;;GAIG;AACH,MAAM,UAAU,0BAA0B,CAAC,MAAiB;IAC1D,MAAM,CAAC,YAAY,CACjB,kBAAkB,EAClB;QACE,WAAW,EACT,kEAAkE;YAClE,iDAAiD;YACjD,qEAAqE;YACrE,iDAAiD;YACjD,qEAAqE;YACrE,gEAAgE;QAClE,WAAW,EAAE,wBAAwB;KACtC,EACD,KAAK,EAAE,IAAI,EAAE,KAAK,EAAE,EAAE;QACpB,OAAO,gBAAgB,CACrB,EAAE,MAAM,EAAE,QAAQ,EAAE,IAAI,EAAE,YAAY,CAAC,IAAI,CAAC,UAAU,CAAC,EAAE,EACzD,KAAK,CACN,CAAA;IACH,CAAC,CACF,CAAA;AACH,CAAC"}

package/dist/tools/field-map/index.js

@@ -1,11 +1,11 @@
 // Curated field-map vertical: five typed tools over the matcher field-map
 // resource — create, list, get, update, delete. Field maps bind a source's
 // raw column names to matcher's canonical reconciliation vocabulary and gate
-// context activation (the `field_maps` readiness slug — see
-// context_setup_progress). Closes findings N3 (field-map shape undiscoverable)
-// and N4/F6 (createFieldMap generic-only, ingestion read/write asymmetry):
-// before this family, all five operations were UNCOVERED (neither curated nor
-// generic-only).
+// context activation (the context.activation.requirement.source-mapping
+// readiness identifier — see context_setup_progress). Closes findings N3
+// (field-map shape undiscoverable) and N4/F6 (createFieldMap generic-only,
+// ingestion read/write asymmetry): before this family, all five operations
+// were UNCOVERED (neither curated nor generic-only).
 //
 // Path shape is mixed, unlike sources: create/get are source-nested
 // (/v1/contexts/{contextId}/sources/{sourceId}/field-maps), list is

package/dist/tools/field-map/index.js.map

@@ -1 +1 @@
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package/dist/tools/ingestion/job-transactions-list.js

@@ -79,7 +79,13 @@ export function registerIngestionJobTransactionsListTool(server) {
             'sort_order (asc|desc), and/or sort_by ' +
             '(id|created_at|date|status|extraction_status). The response carries ' +
             '{ items, nextCursor } — paginate by re-calling with the returned ' +
-            'nextCursor. No tenant field is accepted.',
+            'nextCursor. Each row carries a read-only dedupeKey: the duplicate-key ' +
+            'identity that row was imported under. A source can change its ' +
+            'duplicate-key declaration later, so this is the only place that says ' +
+            'which identity THIS row carries — prefixed v1 when the key spells out ' +
+            'the fields it was derived from, v1h when those fields were hashed ' +
+            'because the spelled-out key was too long to index. No tenant field is ' +
+            'accepted.',
         inputSchema: listJobTransactionsInputShape,
     }, async (args, extra) => {
         const query = buildListQuery(args);

package/dist/tools/ingestion/job-transactions-list.js.map

@@ -1 +1 @@
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package/dist/tools/ingestion/transactions-search.js

@@ -128,8 +128,13 @@ export function registerIngestionTransactionsSearchTool(server) {
             'date_from/date_to (RFC 3339), reference (exact external ID), currency ' +
             '(ISO 4217), source_id (UUID), status ' +
             '(UNMATCHED|MATCHED|IGNORED|PENDING_REVIEW), limit (1–50), and offset ' +
-            '(>= 0). Paginate by re-calling with a bumped offset. No tenant field is ' +
-            'accepted.',
+            '(>= 0). Paginate by re-calling with a bumped offset. Each row carries ' +
+            'a read-only dedupeKey: the duplicate-key identity that row was ' +
+            'imported under. A source can change its duplicate-key declaration ' +
+            'later, so this is the only place that says which identity THIS row ' +
+            'carries — prefixed v1 when the key spells out the fields it was ' +
+            'derived from, v1h when those fields were hashed because the ' +
+            'spelled-out key was too long to index. No tenant field is accepted.',
         inputSchema: searchTransactionsInputShape,
     }, async (args, extra) => {
         const query = buildSearchQuery(args);

package/dist/tools/ingestion/transactions-search.js.map

@@ -1 +1 @@
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package/dist/tools/ingestion/upload-begin.js

@@ -86,8 +86,11 @@ export function registerIngestionUploadBeginTool(server) {
                 '" then file=@<your-local-file>.',
             '4. On success matcher returns 202 with a jobId. POLL ingestion_job_get ' +
                 '(with this contextId and that jobId) to watch status. COMPLETED and ' +
-                'FAILED are terminal; on FAILED read the `diagnosis` field for the ' +
-                'reason.',
+                'FAILED are terminal. ALWAYS read the `diagnosis` field when present, ' +
+                'on either terminal status: on FAILED it is the reason, and on ' +
+                'COMPLETED — including a job with zero failed rows — it is a ' +
+                'file-level note the operator must act on, such as a settlement ' +
+                're-join that fell back to degraded attribution.',
             '5. SIZE CAP: the streaming route is governed by the operator-' +
                 'configured runtime key ingestion.max_upload_bytes (default ~1 GiB; ' +
                 'range 1 MiB–8 GiB). It counts the TOTAL request body — every part, ' +

package/dist/tools/ingestion/upload-begin.js.map

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package/dist/tools/source/create.js

@@ -49,7 +49,21 @@ export const createSourceInputShape = {
         .optional()
         .describe('Source-specific configuration object (connection and parsing settings). ' +
         'Optional; defaults to an empty object server-side when omitted. Its ' +
-        'shape depends on the source type and is validated server-side.'),
+        'shape depends on the source type and is validated server-side. ' +
+        'Reserved key duplicate_key: the ordered list of mapped fields that ' +
+        'make two rows the same row (any of external_id, amount, currency, ' +
+        'date, description, fee_amount, fee_currency); omit it and rows are ' +
+        'deduplicated on external_id alone. A field the field map of this ' +
+        'source does not fill is refused. A source bound to an aggregator ' +
+        'connection (reserved key connection_config_name) cannot carry a ' +
+        'duplicate key of its own — the aggregator retracts a movement by ' +
+        'naming its external id, so that id has to stay the row identity; a ' +
+        'config holding both is refused, so drop duplicate_key or disconnect ' +
+        'the aggregator first. Reserved key duplicate_policy: what ' +
+        'happens to a row repeating that key — FLAG_AS_EXCEPTION (the default: ' +
+        'the repeat is kept out of the import and raised as a duplicate ' +
+        'exception on the row it repeated), KEEP_FIRST (dropped, nothing ' +
+        'raised) or REJECT (counted as an import error).'),
 };
 /**
  * Build the POST body from the input minus the path-only `contextId`. Only the

package/dist/tools/source/create.js.map

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package/dist/tools/source/get.js

@@ -4,6 +4,13 @@
 // contextId on single-resource ops, so both contextId and sourceId are path
 // params. The source must belong to a context owned by the relayed token's
 // tenant — matcher enforces that; no tenant field is accepted.
+//
+// This is also where an operator READS the duplicate-key declaration back: which
+// fields this source deduplicates on, and when that declaration last changed.
+// The second half matters as much as the first — a key edit governs later
+// imports only, so the change moment is the only way to tell which rows were
+// deduplicated under which key. Both live in the returned `config`, so the tool
+// description names them; the input shape stays the two path ids.
 import { z } from 'zod';
 import { contextSourcePath, dispatchSource } from './shared.js';
 /** Zod raw shape for `source_get` input — both path ids. */
@@ -29,7 +36,16 @@ export function registerSourceGetTool(server) {
             'Provide both contextId and sourceId (path params; contextId is not a ' +
             "tenant field). The source must belong to your token's tenant. Returns " +
             'the source, or a structured RFC 9457 error (e.g. 404 if it does not ' +
-            'exist or is not yours).',
+            'exist or is not yours). In the returned config, duplicate_key is the ' +
+            'ordered list of mapped fields that make two rows the same row — absent ' +
+            'means rows are deduplicated on external_id alone — and ' +
+            'duplicate_key_changed_at is the server-set RFC 3339 moment ' +
+            'duplicate-key detection last changed meaning on this source: either ' +
+            'that list changing, or the field map remapping the column a declared ' +
+            'field reads. Rows imported before it keep the key they were ' +
+            'deduplicated under, so a duplicate straddling that moment is not ' +
+            'detected. duplicate_policy is what happens to a repeat: ' +
+            'FLAG_AS_EXCEPTION (the default), KEEP_FIRST or REJECT.',
         inputSchema: getSourceInputShape,
     }, async (args, extra) => {
         return dispatchSource({

package/dist/tools/source/get.js.map

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package/dist/tools/source/update.js

@@ -36,7 +36,25 @@ export const updateSourceInputShape = {
     config: z
         .record(z.string(), z.unknown())
         .optional()
-        .describe('Source-specific configuration object (validated server-side).'),
+        .describe('Source-specific configuration object (validated server-side). ' +
+        'Reserved key duplicate_key: the ordered list of mapped fields that ' +
+        'make two rows the same row (any of external_id, amount, currency, ' +
+        'date, description, fee_amount, fee_currency); a config without it ' +
+        'deduplicates on external_id alone. Editing it governs later imports ' +
+        'only; rows already imported keep the key they were deduplicated ' +
+        'under, and duplicate_key_changed_at (server-set, read-only) records ' +
+        'the moment detection last changed meaning — this list changing, or ' +
+        'the field map remapping the column a declared field reads. ' +
+        'A source bound to an aggregator connection (reserved key ' +
+        'connection_config_name) cannot carry a duplicate key of its own — ' +
+        'the aggregator retracts a movement by naming its external id, so ' +
+        'that id has to stay the row identity; a config holding both is ' +
+        'refused, so drop duplicate_key or disconnect the aggregator first. ' +
+        'Reserved key duplicate_policy: what happens ' +
+        'to a row repeating that key — FLAG_AS_EXCEPTION (the default: the ' +
+        'repeat is kept out of the import and raised as a duplicate exception ' +
+        'on the row it repeated), KEEP_FIRST (dropped, nothing raised) or ' +
+        'REJECT (counted as an import error).'),
 };
 /**
  * Build the PATCH body from the input minus the path-only ids. Only the fields

package/dist/tools/source/update.js.map

@@ -1 +1 @@
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package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@lerianstudio/matcher-mcp",
-  "version": "4.5.0-beta.36",
+  "version": "5.0.0-beta.10",
   "type": "module",
   "description": "Model Context Protocol server for the Matcher reconciliation engine",
   "license": "Apache-2.0",
@@ -41,6 +41,7 @@
     "build": "tsc",
     "postbuild": "node scripts/vendor-spec.mjs",
     "typecheck": "tsc --noEmit",
+    "pretest": "node scripts/vendor-spec.mjs",
     "test": "vitest run",
     "lint": "eslint ."
   },